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FINWIRES

テキサス州とPJMの電力価格上昇を受け、NRGエナジーは大幅な収益増を見込んでいる。

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-- NRGエナジー（NRG）は水曜日に第1四半期決算を発表し、電力価格の上昇、市場の逼迫、レバレッジを活用した発電事業の好調な見通しを背景に、発電事業が大幅な利益獲得を見込んでいると予測した。 同社は、テキサス州の発電事業のみのポートフォリオは、ヘッジ水準が低い場合、電力価格が1メガワット時あたり100ドルであれば、30億ドルを超える粗利益を達成できる可能性があると述べた。一方、50ドル/MWhを下回る価格では損失が発生する。 同社の現在のガイダンスでは、電力価格は約52ドル/MWh、ヘッジ率は95%から25%未満を想定している。 NRGは、PJMの発電事業についても、電力価格が100ドル/MWhであれば同様の利益拡大が見込めると予測しており、2026年には粗利益が約15億ドルに達すると予測している。 NRGの基本前提には、平年並みの気象条件と、ヘンリーハブにおけるベンチマーク天然ガス価格が約3.75ドル/MMBtu、ヒューストン船舶航路におけるベンチマーク天然ガス価格が約3.25ドル/MMBtuが含まれている。 PJMについては、ヘンリーハブ価格を1MMBtuあたり3.75ドル、テトコM3発電所価格を1MMBtuあたり約3.60ドルと予測しています。 同社のテキサス州の発電設備は現在、約45テラワット時（TWh）の経済的な発電能力と40TWhの非経済的な発電能力で構成されています。一方、PJMは、約25TWhの経済的な発電能力と15TWhの非経済的な発電能力で構成されています。

Price: $152.24, Change: $-5.19, Percent Change: -3.30%

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