包括沃伦参议员在内的美国议员敦促能源监管机构否决收购电力公司AES的交易


2026-09-29T17:06:46.059Z / 路透社

美国马萨诸塞州民主党参议员伊丽莎白·沃伦于2022年6月22日在华盛顿国会山出席参议院银行、住房与城市事务委员会就“半年度国会货币政策报告”举行的听证会时做出手势,时任美联储主席杰罗姆·鲍威尔正在作证。REUTERS/Elizabeth Frantz 购买授权

  • 摘要
  • 公司动态
  • 议员们称该交易不符合联邦能源监管委员会的公共利益标准
  • AES的投资者和俄亥俄州监管机构已批准交易的部分环节;交易预计于2026年或2027年完成

纽约9月29日路透电 — 据路透社看到的一封信件显示,包括参议员伊丽莎白·沃伦在内的一众美国议员本周要求联邦能源监管机构否决一项总价逾330亿美元的电力公司AES收购交易,称该交易可能推高电费,并以公用事业客户的利益为代价让数据中心获益。

美国电力需求正创下历史新高,这在很大程度上是由高能耗的数据中心激增所推动的,这引发了一波电力行业并购热潮,其中一些提议将上市电力公用事业公司私有化。

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贝莱德旗下全球基础设施合作伙伴(GIP)与瑞典私募股权公司EQT及其他投资者于今年3月达成协议,以包括债务在内约334亿美元的价格收购AES,这成为近年来电力行业规模最大的交易之一。

“在美国家庭面临创纪录高公用事业账单之际,私募股权行业涉足公共公用事业市场,将对消费者的能源成本产生重大影响,”这封日期为9月28日的信件在致联邦能源监管委员会主席劳拉·斯韦特时写道。

贝莱德拒绝置评。EQT未立即回应置评请求。

AES在一份电子邮件声明中表示,此次收购预计不会影响公司旗下受监管公用事业的客户费率。

“与此次收购相关的任何成本——包括支付的任何溢价或交易相关费用——都不会由公用事业客户承担,也不会由公司在印第安纳州和俄亥俄州的电力公用事业承担,”该公司补充道。

AES的出售交易正等待联邦能源监管委员会的批准,该委员会负责裁定该交易是否符合公共利益。

在这封9月28日致联邦能源监管委员会主席劳拉·斯韦特的信件中,议员们辩称,此次收购未能通过公共利益测试,部分原因是它可能推高家庭和企业的能源成本。

这封信由两党议员联名签署,包括印第安纳州民主党众议员安德烈·卡森和共和党众议员维多利亚·斯帕茨,以及密歇根州民主党众议员拉希达·特莱布和马萨诸塞州民主党众议员艾安娜·普雷斯利。

作为收购的一部分,上市企业AES将成为一家私有公司,而AES印第安纳州和AES俄亥俄州子公司将继续作为受监管的附属实体运营。

该团体表示,GIP通常寻求约15%至20%的内部回报率,大约是受监管公用事业历史10%中位收益率的两倍,这将产生通过提高电价来追求更高利润的动机。

AES在公开文件中表示,此次交易不会提高公用事业的费率,这些公用事业将继续由州政府监管并在当地运营,且此次收购将从整体上改善其获取资本的渠道,以便投资关键的电网基础设施。

议员们称,此次收购还可能增加贝莱德旗下公用事业资产与全美数据中心投资之间“交叉补贴”的风险。

议员们辩称,贝莱德同时持有电力基础设施和数据中心的股份越来越多,这可能会促使公用事业投资主要惠及关联数据中心,而让其他客户承担部分成本。

“更糟糕的是,如果一家数据中心倒闭,客户可能仍需通过上涨的电费为不必要的升级买单,”信件中写道。

AES的股东已批准该交易,俄亥俄州监管机构于本月早些时候批准了AES俄亥俄州子公司的股权过户。交易各方表示,该交易预计将在2026年末或2027年初完成,前提是获得包括联邦能源监管委员会在内的剩余监管批准。

补充了信件细节、监管背景(第5至16段)

路透社纽约莱拉·基尼和班加罗尔苏米特·萨哈报道;莉兹·汉普顿和千叶野宫编辑

我们的准则:路透社汤森路透信托原则。

US lawmakers including Sen. Warren push energy regulators to reject acquisition of power company AES

2026-09-29T17:06:46.059Z / Reuters

U.S. Senator Elizabeth Warren (D-MA) gestures as Federal Reserve Chair Jerome Powell testifies before a Senate Banking, Housing, and Urban Affairs Committee hearing on the “Semiannual Monetary Policy Report to the Congress”, on Capitol Hill in Washington, D.C., U.S., June 22, 2022. REUTERS/Elizabeth Frantz Purchase Licensing Rights

  • Summary
  • Companies
  • Lawmakers say the deal fails FERC’s public-interest standard
  • AES investors and Ohio regulators already cleared parts of deal; closing targeted for 2026 or 2027

NEW YORK, Sept 29 (Reuters) – A group of US lawmakers including Senator Elizabeth Warren ​asked federal energy regulators this week to reject a more than

$33 billion sale of power company AES, saying it could drive up electricity ‌bills and benefit data centers at the expense of utility customers, according to a letter seen by Reuters.

U.S. electricity demand is being driven to record highs, largely by the proliferation of energy-intensive data centers, spurring a flurry of power mergers and acquisitions, some of which propose to take public electric utilities private.

The Reuters Power Up newsletter by columnist Ron Bousso provides everything you need to know about the global energy industry. Sign up here.

BlackRock’s

Global Infrastructure Partners, alongside Swedish private equity EQT

​and other investors, agreed in March to acquire AES

in a deal valued at about $33.4 billion including debt, making it one of ​the largest power sector transactions in recent years.

“The private equity industry’s involvement in the public utility market has ⁠significant implications for consumers’ energy costs at a time when Americans are facing record high utility bills,” said the letter dated Sept. 28, which ​was directed to Federal Energy Regulatory Commission Chairman Laura Swett.

BlackRock declined to comment. EQT did not immediately respond to a request for comment.

AES in an ​emailed statement said, the acquisition is not expected to impact customer rates in company’s regulated utilities.

“No costs associated with the acquisition — including any premium paid or transaction-related expenses — will be borne by utility ratepayers and for the Company’s electric utilities in Indiana and Ohio,” it added.

The sale of AES is pending approvals by FERC, which is tasked ​with determining whether the transaction is in the public’s interest.

In their letter to the Federal Energy Regulatory Commission Chairman Laura Swett, dated September ​28, the lawmakers argued that the acquisition fails the public interest test, partially because it could increase energy costs for homes and businesses.

The letter was signed by a ‌bipartisan group ⁠of lawmakers, including Indiana representatives André Carson, a Democrat, and Victoria Spartz, a Republican, as well as Democratic Representatives Rashida Tlaib of Michigan and Ayanna Pressley of Massachusetts.

As part of the acquisition, publicly traded AES would become a privately held company, while utilities AES Indiana and AES Ohio would remain regulated subsidiaries.

The group said that GIP generally seeks an internal rate of return of around 15% to 20%, roughly double the historical 10% median ​earned by regulated utilities, creating incentives ​to pursue higher profits by hiking ⁠electricity rates.

AES has said in public filings that the deal would not raise rates at the utilities, which would continue to be state regulated and operated locally, and that the acquisition would broadly improve its access to ​capital to invest in critical grid infrastructure.

The acquisition, the lawmakers said, could also increase the risk of “cross-subsidization” ​between BlackRock’s utility holdings ⁠and its investments in data centers across the country.

The lawmakers argued that BlackRock’s growing ownership of both electric infrastructure and data centers could create incentives for utility investments that primarily benefit affiliated data centers, while leaving other customers to bear part of the costs.

“Even worse, if a data center fails, customers may ⁠continue paying ​for the unnecessary upgrades via increased utility bills,” the letter said.

AES shareholders have approved ​the transaction and Ohio regulators approved the transfer of AES Ohio earlier this month. The parties have said the deal is expected to close in late 2026 or early 2027, subject ​to remaining regulatory approvals, including by FERC.

Adds details on letter, background on regulations, in paragraphs 5-16

Reporting by Laila Kearney in New York and Sumit Saha in Bengaluru; Editing by Liz Hampton and Chizu Nomiyama

Our Standards: The Thomson Reuters Trust Principles.

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