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China state firms seen boosting green energy investment in Australia

Published 22/03/2016, 05:38 pm
© Reuters.  China state firms seen boosting green energy investment in Australia

* China state companies to do more deals in Aus energy -SILC

* 6 or so units of state firms invested in or evaluating projects

* Renewables such as wind power in focus

* Attracted by govt steps on green energy

By Melanie Burton

MELBOURNE, March 22 (Reuters) - Chinese state-owned companies are expected to boost their investment in Australia's expanding renewable energy sector, attracted by a national leadership that is more favourable to the industry than its forerunner.

With six to eight state-owned enterprises already involved in or looking closely at Australian energy assets, Melbourne-based financial advisors SILC Group said more deals were on the cards, with so-called green power coming under particular focus.

They would follow State Power Investment Corp's (SPIC) CNPOW.UL A$300 million ($230 million) buyout of a wind farm in New South Wales last week, as well as its $2.5 billion purchase in December of Pacific Hydro, a company which has wind farms in Australia, Brazil and Chile. was always interest, but now there's increased interest from the Chinese," said Peter Munns, an executive director at SILC, which works with China state-backed firms.

"Chinese companies always like our rule of law, our currency risk and stable economy. They like renewables, they also like poles and wires because the revenue is underpinned by regulation."

After coming to power last year, the government led by Prime Minister Malcolm Turnbull in December reversed a decision by the previous administration banning the country's clean energy fund from investing in wind power projects, opening the door to more deals in the sector. Former prime minister Tony Abbott had described wind farms as "ugly" and "noisy". told Reuters in an interview last week that Chinese firms were looking for projects with long term offtake agreements that would get them a foot in the door in Australian markets, as well as local expertise that would help them grow.

"They don't just want to have one wind farm here, they want to have a portfolio," said Munns.

"Most want to do solar as well. But they probably think that's a couple of years down the track before it's as economic and as viable as wind is."

A unit of China Shenhua 601088.SS is already part operator of several wind farms in Tasmania, while Beijing Jingneng Power 600578.SS has a stake in the Gullen Range wind farm in New South Wales. Other Chinese state-owned companies that have said they are looking at Australian energy assets include Shanghai Electric Power Co Ltd 600021.SS and Cecep Wind-power Corp 601016.SS .

Wind farms are Australia's No. 2 renewable energy source, behind hydropower but ahead of solar, providing around 4 percent of its total energy demand.

Meanwhile, a tender for New South Wales poles and wire firm Ausgrid, to be decided by mid-2016, has attracted the attention of China State Grid STGRD.UL and Southern Power CNPOW.UL . State Grid already has a 41 percent stake in South Australia's electricity grid.

($1 = 1.3207 Australian dollars)

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