2nd UPDATE: Japan Reactor Troubles Prompt German Nuclear Rethink
15 March 2011 - 1:46AM
Dow Jones News
A series of accidents in Japanese nuclear power plants that
followed a devastating earthquake and subsequent tsunami Friday
looks set to prompt a fundamental rethink of atomic power
generation in Germany, putting pressure on shares of reactor
operators E.ON AG (EOAN.XE) and RWE AG (RWE.XE).
German Chancellor Angela Merkel will announce the temporary
suspension of her government's plan to extend the operating lives
of the country's 17 nuclear power plants, magazine Focus reports on
its website Monday.
Foreign Minister and Vice-Chancellor Guido Westerwelle earlier
Monday said a temporary suspension of the extension plan would be
"conceivable."
Both Merkel and Westerwelle over the weekend said that the
government would initiate a review of the safety standards of
Germany's nuclear reactors. Additional modernization requirements
could cost the power plant operators billions of euros, adding to
the previously agreed tax on nuclear fuel, contributions to a
renewable energy fund and investment to improve safety
standards.
The market offered a severe response to the comments with shares
in E.ON and RWE--Germany's largest operators of nuclear power
plants trading sharply lower.
At 1400 GMT, RWE was down 4.4% at EUR45.82, while E.ON shares
traded lower 5.4% at EUR21.85.
Meanwhile, forward power prices on Germany-based European Energy
Exchange rose due to concern that a suspension of the nuclear
lifetime extension could draw electricity production out of the
market.
Peakload prices for delivery in 2012 rose around 3.6% to
EUR66.30 per megawatt-hour, from EUR64.84/MWh on Friday.
In 2009, nuclear reactors accounted for around 23% of Germany's
power production, making them the second largest contributor to
overall output behind lignite-fired power plants.
The government last year decided to allow nuclear power stations
to operate by on average 12 years longer than previously planned.
The measure overturned a decision from a decade earlier to switch
off Germany's last nuclear reactor by around 2022.
Although it allowed Merkel to make good on a campaign promise
and was largely a boon to Germany's powerful industrial companies
and utilities, it wasn't popular with a public that includes some
of the world's most vociferous opponents of nuclear power.
The power plant operators have repeatedly said their reactors
are among the safest across the world, but they still agreed to
modernize their power plants in return for longer operating
lives.
To date only one power plant--the Neckarwestheim 1 reactor owned
by EnBW Energie Baden-Wuerttemberg AG (EBK.XE)--is operating under
the extension agreed last year.
RWE's Biblis A and B reactors are likely the next to enter the
extension stage, possibly as early as 2011.
Abandoning the extension of nuclear reactors' operating
lives--even if temporary--would cast serious doubt over the
government's climate protection target.
The extension plan is part of a broader energy roadmap through
2050 which also includes targets for drawing more power from
renewable energy, modernizing power grids, and improving
efficiency.
Four decades from now, the government wants greenhouse gas
emissions to be 80% lower and for some 60% of the country's power
to come from renewable sources--up from about 16% today.
To help achieve that goal the lifespan of the country's 17
nuclear reactors was extended, allowing them to serve as a low
carbon dioxide emitting "bridge technology," the government has
repeatedly said.
Environment Minister Norbert Roettgen over the weekend said the
government would now look to accelerating the expansion of
alternative energies, given that the accidents in Japan raise
doubts about the use of nuclear energy.
Meanwhile, solar energy and wind power equipment makers gained
sharply as investors anticipated the incidents in Japan could
result in faster expansion of alternative and greener energy
sources.
Shares in solar cell makers Q-Cells SE (QCE.XE) and SolarWorld
AG (SWV.XE) as well as wind turbine maker Nordex SE (NDX1.XE)
traded sharply higher, posting gains of 14.1%, 11.1% and 16.3%
respectively.
-By Jan Hromadko, Dow Jones Newswires; +49 69 29 725 503;
jan.hromadko@dowjones.com
(Patrick McGroarty in Berlin contributed to this article.)