£100 Billion UK infrastructure spending, which companies will benefit?

Yesterday was a day of cuts to Government spending, today was like a party for infrastructure spending. After yesterday's announcement of around £11.5 billion of further public spending cuts, some might be asking where does the Government find £100 billion for infrastructure spending in a time of austerity? Well, I suppose in a way it comes down to accountancy trickery, in that as capital expenditure it won't show up in the budget for current spending, so a lot of it is off balance sheet.

Anyway, most would probably argue that if the Government is going to spend more money then better to do it on something useful like infrastructure projects, roads, buildings, new energy sources, etc.

Plans for a £100bn modernisation of the UK's infrastructure, including new homes, road repairs and improved flood protection, have been announced.

The package, of which £50bn will come in 2015-16, is also aimed at boosting new sources of energy like shale gas.

Treasury Minister Danny Alexander said the plans put "long-term priorities before short-term political pressures"

http://www.bbc.co.uk/news/uk-politics-23074245

Question is, which companies are likely to benefit from all this additional investment? House building construction companies have already felt the benefit of Government intervention in the housing market with the Help to Buy scheme announced at the last budget, now the wider construction and energy industry get their turn.

Already companies like Drax and Speedy Hire have seen a price rise today which may be down to the extra business this spending may send their way. However, in what has been a good day for the UK market after recent falls, the response to the announcement has been a little muted. It could be worth spending some time looking for companies that will benefit, after all, the £100 billion will spent.