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France's Engie takes $774 million hit on US wind turbines, price drop

Published 22/02/2024, 13:54
© Reuters. FILE PHOTO: The logo of Engie is seen during the company's annual general shareholders meeting in Paris, France, April 26, 2023. REUTERS/Sarah Meyssonnier/File Photo
ENGIE
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By America Hernandez

PARIS (Reuters) - France's Engie said on Thursday it booked a 714 million euro ($774 million) impairment charge last year as a result of issues with onshore wind turbines in the United States and a fall in some U.S. long-term energy prices.

Engie said in its annual results that the operational issue concerned wind turbines produced by Germany's Nordex, while the price drop was in the U.S. Southwest Power Pool (SPP), which runs from Montana in the north to New Mexico in the south.

"It's a very local issue, it's company-related, the bulk of it is one market and one portfolio of assets ... The project started a few years ago, we had to fix it and now it's properly done," Engie CFO Pierre-François Riolacci told analysts.

"We have one wind farm on which the Nordex turbines don't work, so we have a rate of availability of about 30%, which is very low compared to what we should have, so it renders the operation uneconomic ... We have assessed the loss of value linked to this asset, given it is not at a normal level of functioning," Riolacci added on a separate media call.

"Nordex has a policy of not commenting on customers' commercial information ... As is standard in the industry, project-related topics are discussed privately with customers," a Nordex spokesperson said in an emailed response to Reuters.

Nordex has installed several wind farms for Engie in the United States and Europe and is working on additional new projects with the French energy firm, the spokesperson added.

Engie was not the only one hit by price assumptions that did not materialise in the SPP market, its CFO Riolacci said.

The fall in long-term power prices had a positive overall impact on the "fair value" of related virtual Power Purchase Agreement (PPA) contracts totalling about 300 million euros, Engie's results statement showed.

"We have restructured all our PPAs in this portfolio, so we are now in control of operations, and so we decided to take this hit," Riolacci said.

© Reuters. FILE PHOTO: The logo of Engie is seen during the company's annual general shareholders meeting in Paris, France, April 26, 2023. REUTERS/Sarah Meyssonnier/File Photo

Shares in Engie were up 2.4% at 1347 GMT. 

($1 = 0.9220 euros) 

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