Highlights
- ORIT forecast little or no valuation impact from carbon price support changes.
- The government's move aims to reduce power price volatility for renewables.
- The trust's shares have climbed as sector valuations came back into focus.
A Policy Change With Muted Impact
Octopus Renewables Infrastructure Trust
(LSE:ORIT)
Financial Services
Octopus Renewables Infra Trust (LSE:ORIT)
61.00
GBX
0.000
0.000%
Last Updated at: 2026-09-15T11:10:00Z
has forecast little or no impact on its portfolio valuation from government changes to the carbon price support tax, according to QuotedData, echoing a similar assessment from The Renewables Infrastructure Group
(LSE:TRIG)
Utilities
Renewables Infrastructure Grp (LSE:TRIG)
77.10
GBX
+0.600
0.784%
Last Updated at: 2026-09-15T11:27:00Z
. The policy move is intended to reduce power price volatility and encourage renewable funds to shift onto new fixed-price contracts. This update falls within our Energy Stocks coverage.
Carbon price support adds a cost to fossil-fuel generation, which feeds through into wholesale power prices. Cutting it can lower market prices, so funds with merchant exposure have been assessing their sensitivity carefull...