Thursday, August 1, 2019

AboitizPower’s net income down 5% in H1


By Lenie Lectura -  August 1, 2019

ABOITIZ Power Corp. (AboitizPower) reported a 5-percent drop in net income at end-June mainly on account of higher volume and cost of purchased power during the six-month period when the grid experienced thin reserves.
From January to June this year, the power firm posted P8.6 billion in reported net income, from P9.1 billion reported in the same period a year ago. Without one-off gains, the company’s core net income was P8.5 billion, 19 percent lower than the P10.5 billion recorded in the same period last year.
“The first half of 2019 was challenging for AboitizPower as Luzon faced supply issues leading to the elections. Nevertheless, we remained committed to serving our customers to the extent of providing them with replacement power that we bought from the spot market at rates higher than our contract prices,” said Emmanuel V. Rubio, AboitizPower chief operating officer.
However, spot market prices were exceptionally high during the first half of 2019. The company also explained that it purchased replacement power due to outages and contracting ahead in preparation for incoming capacity.
The power firm is engaged in power generation and distribution businesses.
Its generation and retail electricity supply business recorded consolidated earnings before interest, tax, depreciation and amortization (Ebitda) of P17.8 billion in the first half of 2019, or 12 percent lower than the P20.2 billion recorded during the same period last year.
Capacity sold for the first half of 2019 fell by 6 percent, from 3,213 megawatts in 2018 to 3,035 MW in 2019, due to Therma Mobile Inc.’s bunker C-fired diesel power plants being put on preservation mode in the first quarter of 2019.
“With supply stabilizing and with our new capacity coming in, we are positive about exceeding our 2020 target of 4,000 MW attributable capacity, which will allow for a steady and sustainable long-term growth momentum,” Rubio said.
The company’s distribution business, meanwhile, recorded a consolidated Ebitda of P3.7 billion, 5 percent lower than last year’s P3.9 billion due to lost margins from the decommissioning of the Bajada power plant.
Energy sales rose to 2,842 gigawatt-hours, a 5-percent increase from the 2,719 GWh recorded in the first half of 2018, primarily driven by the increase in new customers across all segments.
ERC: 13 million electricity users affected by SC ruling on CSP
By Lenie Lectura - August 1, 2019
https://businessmirror.com.ph/2019/08/01/erc-13-million-electricity-users-affected-by-sc-ruling-on-csp/
MORE than 13 million electricity users will be affected by the Supreme Court decision that required all power-supply agreements (PSAs) forged after June 30, 2015, to undergo competitive selection process (CSP).
In its 74-page motion for reconsideration filed before the High Tribunal, the Energy Regulatory Commission (ERC) said 11,949,688 residential customers or 71,698,128 persons; 1,144,842 commercial customers; and 21,909 industrial customers stand to be affected by the SC ruling.
It stressed that the SC decision “has serious implications” if the PSAs filed during the period starting June 30, 2015, to April 29, 2016, are declared null and void.
In particular, the ERC cited 99 PSAs that were filed during the period that did not comply with the CSP requirements.
“Hence, there are 99 PSAs [excluding two PSAs that were later withdrawn—54 acted upon, 45 unacted upon] which stand to be affected by this Honorable Court’s decision for failing to comply with the CSP requirements,” said the ERC.
These 99 PSAs cover 54 generating plants that were contracted by 52 distribution utilities. Of the 54 plants, 45 are greenfield plants that were either constructed or are about to be constructed, thus, have brought in or will infuse the additional capacity needed by the country.
These 45 greenfield plants have a total installed capacity of 8,860.10 MW. “As our economy and population grow, this additional capacity is crucial to ensuring that we avoid the power outages and brownouts of the past,” said the ERC.
These 99 PSAs also covered a certain percentage of the DUs’ total energy requirements and, in some instances, completely filled the requirements for electricity of the DUs’ customers.  “If these PSAs are voided, the generation companies would be constrained to stop supplying electricity to the DUs [distribution utilities] that distribute to the abovementioned customers since the generation company and the DU have no ERC-approved PSA, whether provisional or otherwise, as basis to supply and collect the appropriate rate in exchange for said capacity,” said the ERC.
The ERC also asked the SC to remand the case to the Court of Appeals for reception of evidence to determine the PSAs’ compliance with CSP requirements.

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