Nuclear assets drew Chicago-based Exelon's eye to New Jersey power producer

By Robert Manor, Chicago Tribune -- Dec. 22

It was the nuclear plants, three poorly operating reactors, that attracted Exelon Corp.'s attention and eventually led it to acquire New Jersey's largest utility.

And now Chicago-based Exelon, the corporate parent of Commonwealth Edison, is getting a team of experts ready to work on Public Service Enterprise Group Inc.'s troubled reactors.

Exelon Chief Executive John Rowe called the Salem I, Salem II and Hope Creek reactors "the heart of the deal" in offering new details Tuesday about the $13 billion stock deal to acquire Public Service.

"We don't want to sell off the nuclear plants," Rowe said.

In fact, it was problems at the nuclear plants that drew Exelon's interest.

Public Service and Exelon co-own the two Salem plants, but Public Service operates the facility. Salem's reactors were shut down for two years during the 1990s due to poor maintenance.

At Hope Creek, meanwhile, Public Service has put off replacement of a massive water pump essential to the plant's operation. Opponents of that decision have complained the pump vibrates and emits noise, a sign that it is failing.

Rowe said executives of the two companies met last summer to look for ways to fix Public Service's problem.

"We wanted a way to help," Rowe said. After months of off-and-on negotiations, it became apparent that only a merger would yield economical solutions to the reactor problems, he said.

"It allows us to give them the benefit of our nuclear strength," Rowe said.

Public Service and Exelon also co-own a two-reactor plant called Peach Bottom. Exelon operates that plant.

Rowe and other Exelon executives have declined to say what they think it will cost to fix the Public Service nuclear plants. But Rowe did say that it was not as expensive as one might expect.

"The problems are not largely capital," he said. Instead, Rowe said, it is mostly Public Service policies and operations that have led to its problems.

Exelon's fleet of nuclear plants, now the largest in the United States, once was one of the worst. When Rowe took over in 1998, federal regulators were deeply concerned about the operation of Illinois nuclear plants. Rowe changed that.

Exelon's 10 nuclear plants now are producing at well over 90 percent of capacity, a healthy figure that yields extremely cheap electricity.

"We have made the ComEd nuclear fleet work like a clock," Rowe said.

Rowe said that Illinois consumers won't see any change in service or their electricity costs because of the merger.

"Here in Illinois it simply makes a bigger company headquartered in Chicago," he said.

 

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