Investment in PPE: forecast 2011 to 2015
Departments, Crown entities and SOEs all acquire PPE, which in total represents around half of projected investment over the period from 2011 to 2015.
| $million | 2011 | 2012 | 2013 | 2014 | 2015 | Total |
|---|---|---|---|---|---|---|
PPE additions: |
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| Departments | 1,984 | 1,946 | 1,425 | 1,874 | 1,481 | 8,710 |
| Crown entities | 2,862 | 2,460 | 2,461 | 2,576 | 2,768 | 13,127 |
| SOEs | 3,118 | 4,222 | 3,547 | 2,994 | 2,806 | 16,687 |
| Total PPE additions | 7,964 | 8,628 | 7,433 | 7,444 | 7,055 | 38,524 |
Funding sources by portfolio: |
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Departments |
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| Proceeds from asset disposals | 24 | 61 | 22 | 23 | 23 | 153 |
| Core Crown activity used to fund past budget capital allowances | 542 | 459 | 119 | 38 | 44 | 1,202 |
| Core Crown activity | 1,418 | 1,426 | 1,284 | 1,813 | 1,414 | 7,355 |
| Total dept PPE funding | 1,984 | 1,946 | 1,425 | 1,874 | 1,481 | 8,710 |
Crown entities |
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| Proceeds from asset disposals | 78 | 93 | 107 | 169 | 174 | 621 |
| Hypothecated revenue for roading | 1,400 | 1,072 | 1,161 | 1,214 | 1,470 | 6,317 |
| Revenue from core Crown activity used to fund past budget capital allowances | 205 | 359 | 126 | 136 | 50 | 876 |
| Revenue from core Crown activity | 1,179 | 936 | 1,067 | 1,057 | 1,074 | 5,313 |
| Total CE PPE funding | 2,862 | 2,460 | 2,461 | 2,576 | 2,768 | 13,127 |
State-owned enterprises |
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| Proceeds from asset disposals | 68 | 40 | 34 | 127 | 32 | 301 |
| Borrowing by SOEs | 1,089 | 2,116 | 1,009 | 825 | 518 | 5,557 |
| Core Crown activity used to fund past budget capital allowances | 305 | 344 | 189 | 188 | 29 | 1,055 |
| Operating surpluses generated by SOEs | 1,656 | 1,722 | 2,315 | 1,854 | 2,227 | 9,774 |
| Total SOE PPE funding | 3,118 | 4,222 | 3,547 | 2,994 | 2,806 | 16,687 |
| Total PPE funding | 7,964 | 8,628 | 7,433 | 7,444 | 7,055 | 38,524 |
Source: The Treasury
This table shows us that:
- total investment in PPE over the forecast period is large ($38.5 billion in total), with SOEs and Crown entities (predominantly the New Zealand Transport Agency [NZTA]) in particular forecast to invest substantial amounts
- capital commitments have long-lasting effects, with $3.1 billion worth of allocations from past years being rolled out over the period ($1.2 billion in departments, $0.9 billion in Crown entities and $1 billion in SOEs - predominantly KRG), and
- excluding SOEs, other government investment plans are largely funded through borrowing and taxation and hypothecated revenues.
Gross capital allowances for Budget 2012 and beyond have not been included in Table 2.4 above. Future new capital initiatives will be funded from the existing balance sheet, primarily using some of the proceeds from the Mixed Ownership Model.
Forecast investment in PPE by SOEs is an aggregate of the data provided to the Government by individual SOE boards. The practical operation of the SOE model means that each SOE board is responsible for its investment plans. The Government is regularly engaged with individual SOEs and keeps their forecasts under constant review. Some general trends are apparent:
- Seventy-eight percent of forecast SOE investment in PPE is attributable to Meridian Energy Limited (Meridian), Mighty River Power Limited (MRP), Genesis Power Limited (Genesis), Solid Energy New Zealand Limited (Solid Energy), Transpower New Zealand Limited (Transpower) and KRG.
- Most SOEs forecast that they will continue to be cash flow positive and to fund their own capital investment from operating cash flows and debt.
- The main exception is KRG, which has received a $250 million allocation from the capital allowance in Budget 2011 and is likely to seek further capital injections.[3]
- There is some uncertainty over the timing of capital expenditure in Meridian, MRP and Genesis owing to suppressed market conditions, with Solid Energy's capital expenditure plans also under review.
Notes
- [3]The Government's investment in ultra-fast broadband through Crown Fibre Holdings Limited has also required capital. It is accounted for as a share investment rather than as PPE.

