Drax to expand renewables and storage after buying BSIF fund
Longspur Research says Drax’s BSIF acquisition could add value even with weak power price assumptions, buying the fund at a 9% discount to the last reported NAV. With conservative solar forecasts, modeled NAV remains above Drax’s bid. Drax’s controlled generation is expected to rise from 4.0GW in 2025 to 6.1GW in 2026, targeting at least 7.4GW by 2029, supported by 510MW battery and 545MW solar under CfD.