BILL ANALYSIS                                                                                                                                                                                                    




                                                                  SB 1823
                                                                  Page A
          Date of Hearing:  June 17, 2002

                    ASSEMBLY COMMITTEE ON UTILITIES AND COMMERCE
                              Roderick D. Wright, Chair
                  SB 1823 (Sher) - As Introduced:  February 22, 2002

          SENATE VOTE  :  35-0
           
          SUBJECT  :  Public utilities: Power Exchange.

           SUMMARY  :  Repeals the statute that creates and defines the  
          purposes of the Power Exchange (PX).

           EXISTING LAW  :

          1)Requires the PX to "provide an efficient competitive auction,  
            open on a nondiscriminatory basis to all suppliers, that meets  
            the loads of all exchange customers at efficient prices."

          2)Authorizes the PX governing board to form technical advisory  
            committees.

           FISCAL EFFECT  :  Unknown.

           COMMENTS  :

          AB 1890 (Brulte), Chapter 854, Statutes of 1996, established the  
          PX as a separately incorporated public benefit, nonprofit  
          corporation.  The PX was to provide an open, efficient public  
          auction to meet customers' electricity loads.  Pursuant to an  
          order of the California Public Utilities Commission (PUC), and  
          subsequent statute, investor-owned utilities (IOUs) were  
          required to buy and sell their electricity exclusively from the  
          PX.

          The PX commenced operations in March 1998.  Initially, it  
          operated only a single-price auction for day-ahead and day-of  
          electricity trading.  The PX would determine, on an hourly  
          basis, a single market clearing price which all electricity  
          suppliers would be paid based on short term demand and supply  
          bids submitted by PX participants.  In the summer of 1999, the  
          PX opened its PX Trading Services Division to operate a block  
          forward market by matching supply and demand bids for long term  
          electricity contracts.  The PX is deemed a public utility under  
          the Federal Power Act, and is subject to the jurisdiction of the  









                                                                  SB 1823
                                                                  Page B
          Federal Energy Regulatory Commission (FERC) and operated  
          pursuant to a FERC-approved tariff and FERC wholesale rate  
          schedules.

          SB 1890 called for the electricity generation assets of the  
          three main IOUs<1> to undergo a process of market valuation,  
          which resulted in IOUs' divestiture of a substantial portion of  
          their electricity generation facilities.  In turn, for a  
          transition period, IOUs were required to sell all of their  
          remaining generation capacity into, and to purchase all of their  
          required electricity supply from, the PX spot markets, and the  
          purchases were deemed to be "prudent per se" by PUC. 



          Elimination of the mandatory PX buy-sell requirement
           
          On December 15, 2000, FERC issued a market mitigation order  
          proposing remedies for the California market.  In the December  
          2000 order, FERC eliminated a PUC requirement that the IOUs in  
          California sell all of their generation into, and buy all their  
          generation from, the PX.  In so doing, FERC released the  
          entirety of IOUs' 40,000 MWs of peak load from exposure to the  
          spot market.  This was designed to permit IOUs to move their  
          purchase power needs to bilateral long-term contracts and adopt  
          a balanced portfolio of contracts to mitigate cost exposure. 

          The December 2000 FERC order actually precluded IOUs from  
          selling all but their surplus generation into the PX (or any  
          other wholesale) markets.  FERC viewed that as critical to  
          limiting extreme price volatility in the state, but FERC noted  
          that this could not occur unless PUC removed its requirement  
          that IOUs buy only through the PX and unless it provides IOUs  
          with some certainty with respect to contracting.  

          Because IOUs participate in both the California retail as well  
          as interstate wholesale markets, they fall within the  
          jurisdiction of both the PUC and FERC.  FERC noted that its  
          proposal to eliminate the mandatory buy/sell requirement had  
          received overwhelming support from almost all interested parties  
          except PUC.  In fact, PUC emphasized that its buy requirement  
          would remain in place until PUC itself removed it.



          ---------------------------
          <1> San Diego Gas & Electric Company, Southern California  
          Edison, and Pacific Gas & Electric Company.








                                                                  SB 1823
                                                                  Page C
          Because PUC refused to abandon its reliance on the spot market  
          -- PUC explicitly declared that it would continue to require  
          IOUs to continue to procure the bulk of their power needs  
          through the PX spot markets -- FERC terminated the PX's  
          wholesale tariff and rate schedules, effective April 30, 2001.   
          In this way, FERC eliminated the PX's ability to operate as an  
          exclusive mandatory exchange.

           $150 breakpoint and PX bankruptcy
           
          One other prospective structural remedy instituted by FERC in  
          its December 2000 order was an imposition of a temporary $150  
          MWh breakpoint in the PX spot markets.  The $150 breakpoint was  
          a limitation on the single price auction format of the PX spot  
          markets.  

          Claiming that it could not comply with the $150 MWh breakpoint  
          or the attendant FERC-imposed reporting and monitoring  
          requirements in a cost effective manner, the PX suspended  
          operations in its spot markets at the end of January 2001.  In  
          addition, the PX was apparently unwilling to file new rate  
          schedules which would allow it to operate a bilateral forwards  
          market, and the PX saw trading come to a virtual halt.  In March  
          2001 the PX filed for protection under Chapter 11 of the U.S.  
          Bankruptcy Act.

          Although the PX markets are closed, the trades made previously  
          in the PX markets are not yet fully resolved. 

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          None on file.
           
            Opposition 
           
          None on file.


           Analysis Prepared by  :    Paul Donahue / U. & C. / (916) 319-2083