Understanding the Resilience of UK Infrastructure Trusts Amidst Market Challenges - News and Statistics - IndexBox

Understanding the Resilience of UK Infrastructure Trusts Amidst Market Challenges – News and Statistics – IndexBox

Posted by author February 13, 2025 Infra

Feb 13, 2025

UK-listed infrastructure trusts are observing an unusual market behavior, with their share prices barely moving despite promising developments. According to a recent Yahoo Finance article, a bid from a Canadian fund for a competing trust at a 21% premium to the prevailing share price barely caused a ripple in the market. This phenomenon highlights a broader issue with UK infrastructure trusts, where share price discounts to net asset value (Nav) in sectors like renewable energy have actually widened.

Bluefield Solar Income Fund is a noteworthy example in the renewable energy sector. As of the end of September 2024, Bluefield’s portfolio consisted of 824 MW of operational solar and 58 MW of onshore wind capacity, collectively powering approximately 300,000 homes throughout the year to June 2024. Despite rising interest rates causing a modest reduction in its Nav, Bluefield offers a double-digit yield on dividends and is trading at a discount suggesting substantial growth potential if it reverts to Nav trading levels like before May 2023.

While the UK’s renewable sector has weathered significant changes since 2013, such as a 60% reduction in solar electricity production costs, government mechanisms now favor solar developments, providing fixed, inflation-adjusted pricing through contracts for difference. Over two-thirds of Bluefield’s forecast revenue for the next decade is derived from these subsidies and CfD income, with the rest coming from power sales. This ensures predictable revenue streams, allowing Bluefield to utilize debt financing effectively, with 70% of its debt being long-term and fixed-rate at 3.5% as of June 2024.

As Bluefield continues to develop its substantial 1.5 GW growth pipeline, it has navigated funding challenges by securing investments from UK pension funds, enabling it to further its solar and energy storage projects. The strategic partnership model may serve as a template for others in the sector facing similar constraints. Market observers, including Questor, suggest the oversight should not deter investors, recommending Bluefield as a buy opportunity, considering its undervalued status relative to its historical Nav and potential for long-term gains.

Source: IndexBox Market Intelligence Platform

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Product coverage:

Prodcom 26112220 – Semiconductor light emitting diodes (LEDs)
Prodcom 26112240 – Photosensitive semiconductor devices, solar cells, photodiodes, p hoto-transistors, etc.

Country coverage:

Data coverage:

Market volume and value
Per Capita consumption
Forecast of the market dynamics in the medium term
Trade (exports and imports) in the UK
Export and import prices
Market trends, drivers and restraints
Key market players and their profiles

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This report is designed for manufacturers, distributors, importers, and wholesalers, as well as for investors, consultants and advisors.

In this report, you can find information that helps you to make informed decisions on the following issues:

How to diversify your business and benefit from new market opportunities
How to load your idle production capacity
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While doing this research, we combine the accumulated expertise of our analysts and the capabilities of artificial intelligence. The AI-based platform, developed by our data scientists, constitutes the key working tool for business analysts, empowering them to discover deep insights and ideas from the marketing data.

1. INTRODUCTION

Making Data-Driven Decisions to Grow Your Business
1. REPORT DESCRIPTION
2. RESEARCH METHODOLOGY AND AI PLATFORM
3. DATA-DRIVEN DECISIONS FOR YOUR BUSINESS
4. GLOSSARY AND SPECIFIC TERMS

2. EXECUTIVE SUMMARY

A Quick Overview of Market Performance
1. KEY FINDINGS
2. MARKET TRENDS
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3. MARKET OVERVIEW

Understanding the Current State of The Market and Its Prospects
1. MARKET SIZE
2. MARKET STRUCTURE
3. TRADE BALANCE
4. PER CAPITA CONSUMPTION
5. MARKET FORECAST TO 2030

4. MOST PROMISING PRODUCT

Finding New Products to Diversify Your Business

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1. TOP PRODUCTS TO DIVERSIFY YOUR BUSINESS
2. BEST-SELLING PRODUCTS
3. MOST CONSUMED PRODUCT
4. MOST TRADED PRODUCT
5. MOST PROFITABLE PRODUCT FOR EXPORT

5. MOST PROMISING SUPPLYING COUNTRIES

Choosing the Best Countries to Establish Your Sustainable Supply Chain

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1. TOP COUNTRIES TO SOURCE YOUR PRODUCT
2. TOP PRODUCING COUNTRIES
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Choosing the Best Countries to Boost Your Exports

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1. TOP OVERSEAS MARKETS FOR EXPORTING YOUR PRODUCT
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7. PRODUCTION

The Latest Trends and Insights into The Industry
1. PRODUCTION VOLUME AND VALUE

8. IMPORTS

The Largest Import Supplying Countries
1. IMPORTS FROM 2012–2024
2. IMPORTS BY COUNTRY
3. IMPORT PRICES BY COUNTRY

9. EXPORTS

The Largest Destinations for Exports
1. EXPORTS FROM 2012–2024
2. EXPORTS BY COUNTRY
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10. PROFILES OF MAJOR PRODUCERS

The Largest Producers on The Market and Their Profiles

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LIST OF TABLES
1. Key Findings In 2024
2. Market Volume, In Physical Terms, 2012–2024
3. Market Value, 2012–2024
4. Per Capita Consumption In 2012-2024
5. Imports, In Physical Terms, By Country, 2012–2024
6. Imports, In Value Terms, By Country, 2012–2024
7. Import Prices, By Country Of Origin, 2012–2024
8. Exports, In Physical Terms, By Country, 2012–2024
9. Exports, In Value Terms, By Country, 2012–2024
10. Export Prices, By Country Of Destination, 2012–2024

LIST OF FIGURES
1. Market Volume, In Physical Terms, 2012–2024
2. Market Value, 2012–2024
3. Market Structure – Domestic Supply vs. Imports, In Physical Terms, 2012-2024
4. Market Structure – Domestic Supply vs. Imports, In Value Terms, 2012-2024
5. Trade Balance, In Physical Terms, 2012-2024
6. Trade Balance, In Value Terms, 2012-2024
7. Per Capita Consumption, 2012-2024
8. Market Volume Forecast to 2030
9. Market Value Forecast to 2030
10. Products: Market Size And Growth, By Type
11. Products: Average Per Capita Consumption, By Type
12. Products: Exports And Growth, By Type
13. Products: Export Prices And Growth, By Type
14. Production Volume And Growth
15. Exports And Growth
16. Export Prices And Growth
17. Market Size And Growth
18. Per Capita Consumption
19. Imports And Growth
20. Import Prices
21. Production, In Physical Terms, 2012–2024
22. Production, In Value Terms, 2012–2024
23. Imports, In Physical Terms, 2012–2024
24. Imports, In Value Terms, 2012–2024
25. Imports, In Physical Terms, By Country, 2024
26. Imports, In Physical Terms, By Country, 2012–2024
27. Imports, In Value Terms, By Country, 2012–2024
28. Import Prices, By Country Of Origin, 2012–2024
29. Exports, In Physical Terms, 2012–2024
30. Exports, In Value Terms, 2012–2024
31. Exports, In Physical Terms, By Country, 2024
32. Exports, In Physical Terms, By Country, 2012–2024
33. Exports, In Value Terms, By Country, 2012–2024
34. Export Prices, By Country Of Destination, 2012–2024