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US Power's tentative recovery

09 April 2009

Three financings for US gas-fired plants – for GenConn, Midland Cogen and Astoria II – are in the market. They provide a good guide to banks' comfort levels, but not to whether there will be a revival in development activity. By Tom Nelthorpe

Read more: [power] [project finance] [genconn] [astoria]

Since the final months of 2008, three gas-fired power deals have been hovering on the edge of the US bank market. The three, from an NRG/United Illuminating joint venture, a tie-up between EQT and Fortistar, and from an SNC/EIF/Suez-led grouping, all benefit from power purchase agreements. They all use proven technology, and they all feature well-known sponsors.

But all of them have been subject to various tweaks and alterations, most of them not pricing-related, to bring in lenders. And the normal jostling for titles between arrangers, intense during the best of times, has acquired a sharp edge. If the similarities with the independent power project market of the mid-1990s were pronounced early in 2008, they are even more stark now.

Midland Cogen comes out first

The furthest advanced deal is the one without any construction risk. A joint venture of the EQT Infrastructure Fund and Fortistar signed...


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