What renewables funds are saying about impact of power prices on their net asset values (NAV)
Bluefield Solar Income Fund (BSIF)
Curves increased by 7% over next four years, but decreased by 6% from 2025 to 2050.
Foresight Solar Fund (FSFL)
‘Downward revision in medium and long-term power price forecasts’
Prices for futures over the three years offset the movement further down the curve.
JLEN Environmental Markets (JLEN)
‘A small downward revision to power prices forecast’
NextEnergy Solar Fund (NESF)
Majority of short-term exposure is fixed / hedged
The Renewables Infrastructure Group (TRIG)
Doesn’t report until August
‘Material increase in short-term prices’