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CALIFORNIA REGULATORY INTELLIGENCE
@calregulatory.bsky.social
High-speed, early-warning regulatory signal spanning the CPUC et al.

Providing coverage of Resource Adequacy, demand flexibility, Integrated Resource Planning, transmission, building decarbonization, & more

https://www.calregulatory.com
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California PUC Update: Cost of Capital Changes, Gas Utility Ratemaking Disputes, REC Valuation, and Provider of Last Resort Rules
California PUC Update: Cost of Capital Changes, Gas Utility Ratemaking Disputes, REC Valuation, and Provider of Last Resort Rules
Here is a rundown of some notable recent activity at the California Public Utilities Commission. COST OF CAPITAL PG&E filed an advice letter to implement the Yield Spread Adjustment authorized in the ...
www.energycentral.com
January 22, 2026 at 7:22 PM
Reposted by CALIFORNIA REGULATORY INTELLIGENCE
mid-week link roundup: ZEV Sales; 100-Hour Carbon-Oxygen Battery; Farm-Based Grid Flexibility

www.calregulatory.com/midweek-news...
ZEV Sales; 100-Hour Carbon-Oxygen Battery
Topics covered: ZEV Sales; 100-Hour Carbon-Oxygen Battery; Farm-Based Grid Flexibility
www.calregulatory.com
January 22, 2026 at 12:59 AM
mid-week link roundup: ZEV Sales; 100-Hour Carbon-Oxygen Battery; Farm-Based Grid Flexibility

www.calregulatory.com/midweek-news...
ZEV Sales; 100-Hour Carbon-Oxygen Battery
Topics covered: ZEV Sales; 100-Hour Carbon-Oxygen Battery; Farm-Based Grid Flexibility
www.calregulatory.com
January 22, 2026 at 12:59 AM
Reposted by CALIFORNIA REGULATORY INTELLIGENCE
Southern California Edison Rates for January 1, 2026

www.calregulatory.com/southern-cal...
SCE Rates for January 1, 2026
AL 5725-E implements a $444 million increase in SCE’s authorized system revenue requirement...
www.calregulatory.com
December 31, 2025 at 11:16 PM
Reposted by CALIFORNIA REGULATORY INTELLIGENCE
Reposted by CALIFORNIA REGULATORY INTELLIGENCE
CPUC voting meeting results from 01/15/26:

Some notable items:

-- SDG&E wildfire costs: $448 million disallowed, $1 billion approved;

-- Provider of Last Resort: Rules established for non-IOU applicants; and

-- SCE ERRA: $51.4 million recovery authorized.

www.calregulatory.com/january-15-2...
SDG&E Wildfire Costs + Provider of Last Resort Framework
An SDG&E General Rate Case decision disallows $206.1 million in O&M costs and $242.5 million in capital expenditures
www.calregulatory.com
January 16, 2026 at 7:57 PM
Reposted by CALIFORNIA REGULATORY INTELLIGENCE
ERRA/Power Charge Indifference Adjustment Reform, Track 2: Who Gets Credit for a Decade-Old Renewable Energy Credit?

www.calregulatory.com/wednesday-ag...
Who Gets Credit for a Decade-Old REC?
At issue: whether Renewable Energy Credits generated before January 1, 2019 should carry a ratemaking value.
www.calregulatory.com
January 20, 2026 at 8:47 PM
Reposted by CALIFORNIA REGULATORY INTELLIGENCE
Deep Dive: The Sempra IOUs' $5 Billion Post-Test-Year Ratemaking Gambit

www.calregulatory.com/deep-dive-th...
The Sempra IOUs' $5 Billion Post-Test-Year Ratemaking Gambit
At issue: The Sempra Utilities claim an adopted mechanism leaves approximately $5 billion in capital-related revenue requirements unfunded
www.calregulatory.com
January 20, 2026 at 8:48 PM
Deep Dive: The Sempra IOUs' $5 Billion Post-Test-Year Ratemaking Gambit

www.calregulatory.com/deep-dive-th...
The Sempra IOUs' $5 Billion Post-Test-Year Ratemaking Gambit
At issue: The Sempra Utilities claim an adopted mechanism leaves approximately $5 billion in capital-related revenue requirements unfunded
www.calregulatory.com
January 20, 2026 at 8:48 PM
ERRA/Power Charge Indifference Adjustment Reform, Track 2: Who Gets Credit for a Decade-Old Renewable Energy Credit?

www.calregulatory.com/wednesday-ag...
Who Gets Credit for a Decade-Old REC?
At issue: whether Renewable Energy Credits generated before January 1, 2019 should carry a ratemaking value.
www.calregulatory.com
January 20, 2026 at 8:47 PM
CPUC voting meeting results from 01/15/26:

Some notable items:

-- SDG&E wildfire costs: $448 million disallowed, $1 billion approved;

-- Provider of Last Resort: Rules established for non-IOU applicants; and

-- SCE ERRA: $51.4 million recovery authorized.

www.calregulatory.com/january-15-2...
SDG&E Wildfire Costs + Provider of Last Resort Framework
An SDG&E General Rate Case decision disallows $206.1 million in O&M costs and $242.5 million in capital expenditures
www.calregulatory.com
January 16, 2026 at 7:57 PM
Southern California Edison Rates for January 1, 2026

www.calregulatory.com/southern-cal...
SCE Rates for January 1, 2026
AL 5725-E implements a $444 million increase in SCE’s authorized system revenue requirement...
www.calregulatory.com
December 31, 2025 at 11:16 PM
Reposted by CALIFORNIA REGULATORY INTELLIGENCE
SoCalGas Rates for January 1, 2026 Include a Massive 54.6% Backbone Transportation Service Increase

www.calregulatory.com/socalgas-rat...
SoCalGas BTS Rates to Rise 54.6% on January 1, 2026
SoCalGas filed Advice Letter 6578-G to implement its consolidated gas transportation rate update effective January 1, 2026.
www.calregulatory.com
December 30, 2025 at 9:25 PM
SoCalGas Rates for January 1, 2026 Include a Massive 54.6% Backbone Transportation Service Increase

www.calregulatory.com/socalgas-rat...
SoCalGas BTS Rates to Rise 54.6% on January 1, 2026
SoCalGas filed Advice Letter 6578-G to implement its consolidated gas transportation rate update effective January 1, 2026.
www.calregulatory.com
December 30, 2025 at 9:25 PM
Reposted by CALIFORNIA REGULATORY INTELLIGENCE
PG&E's January 1, 2026 natural gas rates bring a decrease. We explain how

www.calregulatory.com/pg-e-natural...
PG&E Natural Gas Rates for January 1, 2026
The rate impacts here reflect downstream true-ups of prior policy decisions, not fresh Commission judgment,
www.calregulatory.com
December 29, 2025 at 8:39 PM
PG&E's January 1, 2026 natural gas rates bring a decrease. We explain how

www.calregulatory.com/pg-e-natural...
PG&E Natural Gas Rates for January 1, 2026
The rate impacts here reflect downstream true-ups of prior policy decisions, not fresh Commission judgment,
www.calregulatory.com
December 29, 2025 at 8:39 PM
Reposted by CALIFORNIA REGULATORY INTELLIGENCE
CPUC Voting Meeting Archive | Michael Cade
CPUC Voting Meeting Archive
www.linkedin.com
December 19, 2025 at 7:05 PM
Reposted by CALIFORNIA REGULATORY INTELLIGENCE
Capital Recovery & Attrition Design; Decarbonization Cost Allocation; Gas System Continuity w/o New Assets

www.calregulatory.com/monday-aggre...
Capital Recovery & Attrition Design
Capital-recovery mechanics dominate today’s report, with utilities pressing on opposite edges of the same constraint...
www.calregulatory.com
December 22, 2025 at 11:48 PM
Reposted by CALIFORNIA REGULATORY INTELLIGENCE
Wind Farm Project Denied; PG&E Restoration Efforts; Public Purpose Program

www.calregulatory.com/monday-news-...
Wind Farm Project Denied; PG&E Restoration Efforts
Topics covered: cheap home solar and batteries; wildfires; Western Gateway Pipeline
www.calregulatory.com
December 22, 2025 at 11:48 PM
Wind Farm Project Denied; PG&E Restoration Efforts; Public Purpose Program

www.calregulatory.com/monday-news-...
Wind Farm Project Denied; PG&E Restoration Efforts
Topics covered: cheap home solar and batteries; wildfires; Western Gateway Pipeline
www.calregulatory.com
December 22, 2025 at 11:48 PM
Capital Recovery & Attrition Design; Decarbonization Cost Allocation; Gas System Continuity w/o New Assets

www.calregulatory.com/monday-aggre...
Capital Recovery & Attrition Design
Capital-recovery mechanics dominate today’s report, with utilities pressing on opposite edges of the same constraint...
www.calregulatory.com
December 22, 2025 at 11:48 PM
CPUC Voting Meeting Archive | Michael Cade
CPUC Voting Meeting Archive
www.linkedin.com
December 19, 2025 at 7:05 PM
Reposted by CALIFORNIA REGULATORY INTELLIGENCE
Several consequential items in the last CPUC meeting of the year spanning Cost of Capital, long-term gas planning, the Woolsey Fire, affordability, distribution planning, ERRA foecast decisions for PG&E and SCE, and more

www.calregulatory.com/december-18-...
December 18 CPUC Voting Meeting Results
Covers: Cost of Capital; Long-Term Gas Planning; the Woolsey Fire
www.calregulatory.com
December 19, 2025 at 5:23 AM