Monthly Archives: August 2006

Meralco Capex

Meralco wants to raise capital expenditures from P5.75 billion to P6 billion (which would be about US$ 115 million).
Here’s a look at their historical capex, converted to US$ at historically prevailing exchange rates - expressed in millions.
Actually, 1999 and 2000 were interpolated as they were not available on the Meralco site.Updated from Comments

Asian Energy’s Marketing Fundamentals

I love you guys.  I really do.

“Hey everybody, we’re all gonna get laid.”
Rodney Dangerfield as “Al Czervik” Last line from Caddyshack

Update (8-21-07) Looking at this post a year later, I see that it was probably unfair to simply point you to a long post that required careful parsing to get the final meaning. Here’s [...]

Price of Capacity in Philippines

The key take-away on the last line of my previous post, of course, is that the anticipated EBITDA (per kW of capacity) on Masinloc must be a lot lower than for Mirant’s NPC IPP contracts.
Here’s another take on the Mirant numbers. $370 million EBITDA on 2200 MW yields $168/kW-Yr.  That, essentially, is the cost of [...]