BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AJR 1 X1
                                                                  Page  1

          Date of Hearing:   March 28, 2001

                 ASSEMBLY COMMITTEE ON ENERGY COSTS AND AVAILABILITY
                              Roderick D. Wright, Chair
                   AJR 1 X1 (Cardoza) - As Amended:  March 27, 2001
           
          SUBJECT  :  Natural gas: regulation.

           SUMMARY  :   This resolution  :   addresses the skyrocketing wholesale  
          natural gas prices which have been experienced in California.   
          Natural gas expenditures in the state are expected to be more  
          than double in 2001 what they were in 2000.  Accordingly, AJR 1  
          X1 resolves that the President of the United States, the  
          Congress of the United States, and the Federal Energy Regulatory  
          Commission (FERC) are urged to: 

          1)Re-establish cost-based regulation of natural gas sales at the  
            California border by marketers or owners of pipelines.

          2)Prohibit withholding of natural gas capacity on pipelines  
            entering California.

          3)Require owners of each pipeline entering California to post on  
            the Internet on a daily basis the firm capacity available and  
            information on each firm user of the pipeline.

          4)Require marketers to post the price and quantity of each sale  
            of natural gas at the California border.

           EXISTING LAW  :  Deregulated the sale of natural gas at the  
          wellhead in 1989.  Deregulated natural gas sales by wholesalers  
          using interstate pipelines in 1992. 

           FISCAL EFFECT  : Unknown.

           COMMENTS  :

           Request for Re-Regulation.
            
           AJR 1 X1 cites to the 1938 National Gas Act which sought to  
          stabilize natural gas prices due to market concentration in the  
          natural gas industry through price regulation of the industry.   
          The resolution also cites to the 1989 federal deregulation  
          through an Act of Congress that deregulated prices at the  
          wellhead and the subsequent FERC deregulation of natural gas  








                                                                  AJR 1 X1
                                                                  Page  2

          sales by wholesalers.

          It has recently been alleged in the federal jurisdiction by  
          California entities, and California Public Utilities Commission  
          (CPUC) has asserted that some out of state pipeline operators  
          have gamed prices at the border by selling contracts to  
          affiliate companies at much higher prices than other bidders.   
          The separate affiliate then sells the gas at the border at an  
          inflated price.

           The Barn Door is Open.
           
          The problem with requesting that Congress order the  
          re-regulation under a cost of service basis of natural gas sales  
          at the California border by marketers or owners of pipelines is  
          that the barn door is already open and those rates have been  
          deregulated for nearly ten years.  If in the federal  
          jurisdiction it is found that the sort of gaming alleged by  
          California entities actually took place, then there is a basis  
          for Congress to make the sort of finding that it originally made  
          in 1938 that monopolistic market forces were distorting market  
          prices.

          Absent a finding at FERC or establishment of a record of the  
          type of collusive behavior alleged, it is unlikely that Congress  
          would react favorably to a state resolution to re-regulate  
          border prices for a single state.  Finally, since the price  
          remains deregulated at the wellhead, it is uncertain what impact  
          on the consumer price re-regulation of border or transportation  
          prices will have.

           Staff recommends.
           
          This resolution may be premature given current circumstances.   
          In other industries, such as the petroleum industry, retail  
          price spikes have been severe and repeated and are often blamed  
          on refineries rather than on the wholesale price set by oil  
          producing nations, and yet eventually prices stabilize.  The  
          existence of a free market is not always as comfortable when the  
          goods supplied relate to basic necessities such as heat and  
          electricity.  Removal of free market forces from the equation  
          after ten years should be based on thorough investigation of  
          cause and effect.  It is not clear that at this stage the case  
          has been made for an Act of Congress to remove free market  
          forces from border prices for natural gas only in California,  








                                                                  AJR 1 X1
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          especially as wellhead prices remain unregulated.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          None on file.

           Opposition 
           
          None on file.
           

          Analysis Prepared by  :    Kelly Boyd / E. C. & A. / (916)  
          319-2083