IEEFA2020年4月20日發布分析文章披露，阿亞拉公司（Ayala Corporation）正通過其子公司AC Energy推動菲律賓的能源轉型，該公司4月19日發布了到2025年的撤資計劃以及到2030年的全面退出煤電的計劃。

 

Ayala Corporation, through its subsidiary AC Energy, is driving the energy transition in the Philippines, with a divestment plan by 2025 and a full coal exit by 2030 announced yesterday.

 

 

 

可再生能源成本的迅速下降為世界各地的能源系統帶來了新的可能性，其中就包括給菲律賓企業集團帶來的新機遇。明智的企業參與者和投資者正在遠離煤電，因為煤電會導致越來越多的“擱淺資產” （這是描述項目遭到意外的減記或貶值的術語）。

 

The rapid drop in the cost of renewable energy has opened new possibilities in energy systems around the world, including new opportunities for Philippine conglomerates. Wise corporate players and investors are steering clear of coal-fired power as it increasingly results in “stranded assets’ – a term which describes projects suffering from unanticipated write-downs or devaluations.

 

 

 

盡管阿亞拉公司仍持有兩座燃煤電廠和一座在建燃煤電廠的股份，但該公司的轉型已經有段時間了。

 

Although Ayala Corporation still owns shares in two coal-fired power plants and a third under construction, the company’s transition has been a long time coming.

 

 

 

2018年，其子公司AC Energy設定目標，到2025年出售價值10億美元的煤炭資產，以重新平衡其投資組合；同時對區域內針對可再生能源技術的擴張增加資金。AC Energy將其在552兆瓦的GN Power Kauswagan（GNPK）燃煤發電項目中的股份出售給合作伙伴Power Partners 公司，并于最近將600兆瓦AA火電廠部分出售給Aboitiz power Corp。

 

In 2018, its subsidiary, AC Energy, set a goal to sell US$1 billion worth of coal assets by 2025 to rebalance its portfolio while raising capital for regional expansions that targeted renewable technologies. AC Energy sold its stake in the 552 megawatt (MW) GNPower Kauswagan’s (GNPK) coal-fired power project to its partner, Power Partners Ltd., and more recently completed a partial sale of its 600MW AA Thermal coal-fired power plant to Aboitiz Power Corp.

 

 

 

到目前為止，AC Energy通過多元化投資組合，在越南、印度尼西亞和菲律賓擁有208兆瓦的風能、495.8兆瓦的太陽能和235兆瓦的地熱。該公司擁有全球可再生能源開發公司UPC Renewables 50%的股份，在澳大利亞新南威爾士州也有400兆瓦太陽能和800兆瓦風能在規劃中。

 

So far, AC Energy has diversified its portfolio with 208MW of wind, 495.8MW of solar and 235MW of geothermal in Vietnam, Indonesia and the Philippines. The company, which owns a 50% stake in global renewable energy development company UPC Renewables, also has a pipeline of 400MW of solar and 800MW of wind in New South Wales, Australia.