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ISLAMABAD: The envoys of Denmark, Canada and the Netherlands have jointly approached Minister for Power, Khurram Dastgir Khan for debt restructuring of two wind IPPs established in Sindh.

The letter signed by all three envoys says that Canada, the Netherlands and Denmark share an ardent ambition with Pakistan to increase bilateral commercial ties to benefit the participating nations, adding that a few sectors stand out when it comes to their potential in doing so and renewable energy sector is one of them. “As you may be aware, the Development Financial Institutions (DFIs) in their countries actively support the development of renewable energy projects in emerging markets like Pakistan,” the letter states.

Against this background, the envoys drew attention of Minister for Power to the case of two Wind Power Independent Power Producers (IPPs) based in Sindh, i.e., Jhimpir Power Limited and Hawa Energy, fully owned subsidiaries of JCM Power, co-financed by the DFIs of Canada, the Netherlands and Denmark.

According to the envoys, Wendy Gilmour, Canadian High Commissioner, Wouter Plomp, The Netherlands ambassador and Lis Rosenholm, Denmark ambassador, in response to the efforts of the Government of Pakistan (GoP) to reduce the cost of power generation, the two IPPs have developed a debt restructuring proposal together with their common foreign lender and equity partners.

Concessions sought: DFC willing to revise PPAs of its sponsored wind power projects

“The IPPs seek to present the debt restructuring proposal before the relevant department within the GoP. This opportunity will allow for other foreign investors to critically observe how Pakistan engages with entities supported by foreign DFIs’ to honour the obligations of foreign investment agreements and GoP’s renewable energy policy,” the letter further noted.

The envoys have also shared a reference letter detailing the case specifics shared earlier by JCM Power with the relevant national authorities on the same subject in 2020.

The envoys have sought time from the Minister to discuss the issue in details for its resolution collaboratively.

Copyright Business Recorder, 2022

Comments

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samir sardana Jul 05, 2022 06:16pm
Time to revise the tarriff based on opportunity cost of power - from Gas & Oil Wind PPA tarriff can be pass through with a floor, & a cap,of a discount to opportunity cost of power - & the carry forward of unabsorbed depreciation & loss,can start from date of NEW commercial operation, As part of D/E restructuring - Foreign Equity can be brought in ,& Debt moratorium can be increased, Debt tenor can be increased - but the ROI can be bumped up,as the power tarriff is being raised SInce the IPP will have lossses & unabsorbed depreciation,convertible Preference can be used as there is NO tax benefit on interest,& the coupon of Preference will be NIL,as the Conversion will be at at time when the IPP is at max PLF with Max profitability.There will be a premium on Preference - which will be amortised to boost the taxable losses (and cash profit will be higher ,as compared to loan) USD loans can be swapped to PKR ,in part, to limit pass through,on power tarriff.dindooohindoo
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samir sardana Jul 05, 2022 09:37pm
The Promoters can be made to bring in,Preference SC in USD - to have a cross hedge,with the USD tarriff,and also,to make the Debt and Capital Restructuring Fx accretive (in terms of lowering the pressure, on the PKR) The PSC can be convertible and partly redeemable,at a premium The Premium will be an amortisable cost - for tax and accounting So if the WInd Farm has a loss, the taxable loss will INCREASE due to amortisations - but the cash loss will not,as it is not a cash cost If the Wind Farm has a tax profit - then the amortisation will lower the tax profit - keeping cash profit higher - and the brought forward losses and unabsorbed depreciation, will be carried forward lomger. Basically the Capital and Debt Restructuring should increase the FIRR and lower the Credit Risk to the Bankers And the Power tarriff restructuring should INCREASE THE EIRR of the IPP.
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Ayaz Zafar Jul 05, 2022 11:26pm
Incomplete news. Why they are restructuring and what are the original and new terms?
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Pervez Jul 05, 2022 11:43pm
Logical and prudent moves; will benefit Pakistan.
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