FRIDAY AGGREGATE: IRP Rehearing Tests a Constrained Procurement Model as Demand Response and Pole Access Rules Move

Today's briefing includes:

• Updates to our April 9 summary of CPUC Resolution E-5440, whose final redlined changes are now available;
• An AFR addressing the CPUC's recent procurement order in the Integrated Resource Planning docket;
• A Demand Response ruling focused on the ELRP and DSGS programs;
• SoCalGas NG curtailment updates; and
• A President Reynolds PD updating access to utility poles.

Collectively these items showcase how the CPUC is dealing with live systems rather than abstract policy: allocating procurement tied to load that cannot freely move, extending DR programs that were never built to last, and imposing more defined rules on who can touch the grid (and when). As we regularly see now: cost exposure and access conditions are fluid developments.