SoCalGas Customer Forum: 185 High OFOs, No North–South Expansion, & What 0.5 Bcf/d from Costa Azul Means for Reliability

SoCalGas hosted its 2026 Annual Customer Forum this morning, detailing the April 2025-March 2026 reporting period, the pending 2024 Cost Allocation Proceeding implementation, and its active 2027 CAP proposal.

Notably:

• The Southern System reliability strategy the CPUC acknowledged in D.22-07-002 may require reassessment once Energía Costa Azul LNG begins drawing feed gas this summer.
• The forum's most consequential exchange involved the long-rejected Adelanto-to-Moreno North-South pipeline project. A participant asked whether SoCalGas would revisit that expansion given imminent ECA demand. SoCalGas's answer, that the CPUC has instructed staff to wait until operational data arrives from the liquefaction plant before reconsidering North-South capacity, is the regulatory holding pattern trading desks and large industrial customers should understand heading into Q3 2026.