John Deere sells wind business

Officials say agreements with area landowners will not change

BY KATE HESSLING

Tribune Staff Writer

AND THE ASSOCIATED PRESS

UPPER THUMB — Following Tuesday’s announcement that Deere & Company will sell its wind business to a subsidiary of nuclear plant powerhouse Exelon Corp., officials said the sale will not negatively impact existing agreements with landowners participating in the two existing area wind developments.

“All the owners of the wind energy project owned by Deere are being notified as we speak,” Ken Golden, Deere & Company Strategic Public Relations director, told the Tribune early Tuesday afternoon. “There’s always a transition in the business, but they will be transitioned from Deere to Exelon as we progress toward finalizing the purchase agreement.”

Deere & Company announced Tuesday it has signed a definitive agreement to sell John Deere Renewables, LLC for $900 million to Exelon Generation Company, LLC, a wholly-owned subsidiary of Exelon Corporation, which is the nation’s largest operator of nuclear power plants.

According to a release Deere & Company gave the Tribune, the definitive agreement announced Tuesday includes the completed projects plus numerous others in development by John Deere Renewables.

Regarding the existing leases between John Deere and landowners participating in Michigan Wind I near Ubly and Harvest Wind Farm in Elkton, Golden said, “When a company buys a business, they buy the current agreements that (the other) company has — so the agreements as written with Deere are agreements with whoever buys the company. So Exelon would have those agreements in place as well.”

Deere announced in February it was reviewing options for John Deere Renewables. On Tuesday, the company said the deal will allow it to get back to what it does best, which is manufacturing equipment.

“As Deere sharpens its own strategic focus, we have concluded that the company’s resources are best invested in growing our core equipment businesses around the world,” stated Samuel R. Allen, Deere & Company chairman and chief executive officer, in Tuesday’s release. “We have chosen to place the wind portfolio with Exelon in part due to its demonstrated leadership in the energy industry.”

The Associated Press reported Tuesday’s announcement, however, could potentially signal an active merger and acquisition period ahead for the power industry. With energy prices persistently low due to a grinding economic recovery, stakes in the power industry have begun to shift.

Earlier this month, Blackstone Group paid $542.7 million to take Houston ’s Dynergy Inc. private. In a three-way deal, Dynergy also sold four power plants to NRG Energy Inc. for $1.36 billion in cash.

But Golden told the Tribune the impetus behind Deere’s decision to sell its wind energy business is not a lack of confidence in the wind energy industry, in which Deere has invested $1 billion over the past five years in the financing, development and ownership of wind energy projects.

“It’s really for us to become more strategically focused on our equipment businesses,” Golden told the Tribune. “We have expressed confidence in the wind energy industry — we have expressed confidence in it in the past and we continue to express confidence in it, but it’s not a good industry for John Deere to be involved in.”

The wind business is pretty new to Exelon, though the company has been a wholesale marketer of wind energy in Illinois , Pennsylvania and West Virginia .

However, Exelon is not new to the renewable energy, as it already has more than 1,000 megawatts of owned and contracted renewable power, including hydroelectricity, wind, landfill gas and solar. Exelon Power also owns and operates a 10-megawatt solar plant in Chicago , the largest urban solar plant in the country.

The Deere business brings with it a physical infrastructure that includes 36 completed projects in eight states with an operational capacity of 735 megawatts. The projects, which will be operated by subsidiary Exelon Generation Co., could power nearly 184,000 homes, according to Energy Department figures.

“Not only does this acquisition add value for Exelon shareholders, providing incremental earnings in 2012 and cash flows in 2013, but it also is one more way to implement a clean energy future,” stated John W. Rowe, Exelon chairman and CEO, in a release given to the Tribune Tuesday. “Whether harmful emissions are priced or regulated, our combined capacity of nearly 19,000 megawatts of zero-emission wind, solar, hydro, landfill gas and nuclear power remains a clear competitive advantage that will only become more valuable.” The deal comes during a challenging time for the wind power industry in particular, according to Associated Press reported. Government stimulus money that helped expand capacity last year is running out. While many states have adopted standards requiring a certain amount of energy come from renewable sources, Congress has yet to enact a nationwide standard.

Wind advocates say that is why wind has not reached its potential.

Exelon, however, is positioned to ride out the economic downturn and potentially capitalize on alternative energy assets in the future, the Associated Press reported.

“We expect to see increasing demand for clean, efficient wind power at a national level and in the 29 states that already have a renewable energy standard,” Rowe stated in Tuesday’s release. “This acquisition gives Exelon a strong position in the wind generation business that adds diversity to our generation fleet and provides more options for future growth.”

Exelon reported profits of $2.7 billion last year. The company expects the acquisition to add to earnings in 2012 and to cash flows in 2013. It is funding the deal with Exelon Generation debt. Deere said it will record a $25 million after-tax charge in the fourth-quarter. The sale was not reflected in the company’s $375 million fourthquarter earnings estimate from earlier this month.

The initial acquisition is valued at $860 million. Deere will receive the remaining $40 million when construction begins on projects that already are planned.

The transaction is expected to close by the end of the year.


Kate Hessling • (989) 269-6461 • khessling@hearstnp.com

Web Link>> http://www.michigansthumb.com/articles/2010/09/01/news/local_news/doc4c7e3c0369bf8832057007.txt