San Antonio Utility Plans To Shrink Stake In Nuclear Project
October 13 2009 - 7:14PM
Dow Jones News
Trustees of San Antonio's electric utility Tuesday voted to
continue investing in a nuclear power project in south Texas, but
plan to shrink their ownership stake by as much as half.
CPS Energy, the nation's largest municipally owned energy
company, is a partner in a proposal by NRG Energy Inc. (NRG) to
build two new reactors at an existing nuclear power plant in Bay
City, Texas. The project is considered a front-runner amid a wave
of new proposals to restart U.S. nuclear development. Yet partners
are critical to the Texas reactors' success since the project is
estimated to cost $13 billion.
CPS Energy remains committed to the project, with the trustees
voting unanimously to issue $400 million in bonds to continue to
fund its development. The five-member board, however, wants to
shrink the utility's stake, passing a resolution to reduce its
ownership in the project to 20% to 25%, from 40%. The plan requires
the backing of the San Antonio City Council since the city owns the
utility. A vote is expected Oct. 29.
Shrinking CPS Energy's stake in what's known as the South Texas
project has the support of San Antonio Mayor Julian Castro. CPS
Energy should match its stake in the project with the power needs
of its customers and eliminate the risks that come with selling
excess supplies, said Jaime Castillo, a spokesman for the mayor's
office.
Originally, CPS Energy was planning to use about 20% of the
power from the new reactors to meet the growing demand of its own
territory and then sell the other 20% to other suppliers.
NRG Energy already is marketing a 20% stake in the project,
expecting to announce a partner by the end of the year. A spokesman
for the company said there's been strong interest and would expect
demand for an additional stake if CPS Energy reduces its ownership
stake.
The project's current ownership structure has Nuclear Innovation
North America, a joint venture between NRG Energy and Toshiba Corp.
(6502.TO), owning half and CPS Energy owning half. The 20% stake
NRG Energy is currently marketing would reduce the holdings of
Nuclear Innovation and CPS energy to 40% each.
Brandon Blossman, an analyst at Tudor, Pickering, Holt & Co.
in Houston, said NRG Energy's proposal in south Texas is arguably
the best in the country. But even top projects face the
uncertainties of climate change legislation and a huge increase in
U.S. natural gas reserves, primarily from newly accessible rock
formations known as shales, that have injected doubt into a once
robust outlook for power prices.
NRG Energy may find the number of likely partners limited. Paul
Fremont, an analyst at Jefferies & Co., said only a certain
number of companies, such as municipal utilities, will invest in a
project that provides large amounts of power for decades ahead.
Austin Energy - a municipal utility that owns part of the existing
South Texas plant - turned down NRG Energy earlier this year, while
retailers that supply most of the power to consumers in Texas'
deregulated market often are more short term in focus.
-By Mark Peters, Dow Jones Newswires; 212-416-2457;
mark.peters@dowjones.com