Moody's: Outlook For Electric Utilities Stable; Risks Ahead
January 12 2009 - 12:11PM
Dow Jones News
Moody's Investors Service said Monday the outlook for electric
utilities remains stable in the coming year, although the industry
faces financial, operational and regulatory risks that could catch
companies "flat footed."
Utilities continue overall to have strong credit metrics and
support from federal and state regulatory authorities. Moody's
expects only a modest decline in the sector's credit position, with
a "remote" likelihood it would fall below investment grade.
"Near-term liquidity profiles appear adequate at this time and
the option of raising external capital remains viable, albeit at
higher costs," Moody's analysts wrote in a report released
Monday.
But expected fundamental changes in the industry and the need
for "unfettered access" to capital markets raises growing,
longer-term concerns, Moody's said.
A leading issue is matching the financial needs of utility
companies with capital spending on electric infrastructure. Moody's
questions why companies haven't taken more aggressive steps,
including the issuance of new equity, to strengthen their balance
sheets.
At the same time, companies face less liquid power markets and
eventual federal limits on carbon dioxide emissions. Utilities also
face traditional operational challenges, including pension costs
and an aging workforce, Moody's said.
"These issues might have a significant impact on overall credit
quality for the sector - especially if they materialize more
quickly than expected," said Jim Hempstead, a senior vice president
at Moody's. "Our concern is that the sector is caught
flat-footed."
Electric utilities represents an array of companies that
generate and deliver power under a variety of state regulatory
policies. The sector includes FPL Group Inc. (FPL), Exelon Corp.
(EXC), Dominion Resources Inc. (D) and Southern Co. (SO).
-By Mark Peters, Dow Jones Newswires; 201-938-4604;
mark.peters@dowjones.com
Click here to go to Dow Jones NewsPlus, a web front
page of today's most important business and market news, analysis
and commentary. You can use this link on the day this article is
published and the following day.