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  • Oct 22, 2026, 9:40 PM

    @4d3fect Foremost, its part of the larger utility play to get WF protection out of the legislature--Poppe first said this after the WF liability bill failed. Second--they're saying it doesn't impact "safety" projects, which would be most of the undergrounding and other routine capex. So my guess it would be where new construction and interconnections are happening.

    Now it doubt any major large load projects will be delayed. They did a card trick to get the San Jose area stuff built out, in part I think by re-routing some of the long leadtime equipment they had coming for other new interconnections.

    So my ultimate sense is that this is just a continuation of the very slow new interconnection timeline they had already been doing just from workload, and now they're pushing out a new excuse.

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