FRIDAY AGGREGATE: CPUC Staff Move to Collapse Gas Carbon Value in ACC, IOUs Note DR Capacity Cliff, PG&E Breaches Backbone Floor

Below are items in today's briefing.

• AVOIDED COST CALCULATOR: The CPUC is updating the calculator that sets the dollar value of rooftop solar exports, batteries, and energy-efficiency programs. The current proposal would significantly cut the carbon credit for gas-displacing measures like building electrification, while shifting hourly value away from summer afternoons (and toward winter and weekday peaks).
• DEMAND RESPONSE: PG&E and SCE filed their annual reports on how their DR programs are performing and how much they expect to deliver through 2036.
• DIABLO CANYON: The IRS ruled that a special Diablo Canyon customer fee counts as PG&E's taxable income, meaning about 29% of every dollar collected goes to taxes instead of the energy programs the fee was designed to fund. This is a loss for consumer advocates who pushed for the ruling and hoped for the opposite result.
• GAS LINE EXTENSION ALLOWANCE: SoCalGas says a garbage hauler needed new gas service because electric trucks aren't sufficient for the job. An ALJ ruling offers the company a chance to provide evidence.
• NATURAL GAS BACKBONE TRANSMISSION: On April 23, PG&E dipped below the state's mandated pipeline capacity minimum because three pipeline stations were all shut down for maintenance simultaneously. The shortfall was small and PG&E fixed it the same day by rerouting more gas through a different pipeline coming from Arizona.