Friday, November 22, 2019

ENERGY FOR THE HOLIDAYS



As the holiday season approaches, it looks like we here in Humboldt County will have all the spirit and festivities to enjoy, without being blacked-out by PG&E.  The fiasco that played out and continues to unravel for the huge utility is almost unbelievable. Some highlights:
PG&E is in bankruptcy, due to the gross mismanagement by the past corporate leaders and board of directors, and the California PUC over the past untold years.  Failure to put money into the necessary upgrades to the natural gas sector, as well as the electricity divisions, has led to huge disasters amounting to billions of dollars in property loss, as well as lives lost.  The utility upheld its commitment to paying a 12% dividend to its investors, and millions of dollars to the incompetent upper management.  Most of those in power have resigned or been fired, with their million-dollar severance payouts.  The new executives are just as bad, or worse.  They asked for millions more money just so they would have the incentive to do their jobs! (1)  WOW!  That was denied.
The past failure to understand and address climate change in their California territory contributed to devastating fires over the pas few years.  Billions of dollars lost by the people in their domain…homes, businesses, infrastructure, livelihood…this can’t be valued with dollars…although they are trying to do so in their bankruptcy proceedings.  Whatever happens over the next few years will be a grand moral tragedy.  In Paradise, a community that lost 11,000 houses and businesses last year, only 11 homes have been rebuilt.  In Santa Rosa, which was devastated by fire two years ago, a few more homes have been replaced.  My personal conversation with a retired insurance attorney in that area laid out the game plan for the insurance and utility industry…”we’ll give you 35 cents on the dollar for replacement…if you don’t like that, then sue us…good luck, cause we’ll tie you up in court and legal costs for years.”  It’s the American way!  Same thing is happening in Florida, Alabama, Louisiana, etc.
Case in point…PG&E parent corporate is/was worth $68 billion, and now run by Bill Johnson.  PG&E Electricity Utility is a subsidiary, worth $3.24 billion, holding 32 bonds worth $18 billion.  It is run by Andy Vesey.  But this is a publicly traded company…owned by “investors.”  92% is owned by 703 institutions…huge hedge fund companies, such as Vanguard which owns 7.3%, Blackrock has 2.5%.  The $30 billion Boston hedge fund Baupost now owns 4.6%.  they just bought $1 billion in fire claims for $0.35/on the dollar. Smart!  They might wind up paying 30-35 cents to the claimants…but if they pay more, then they get to write of that excess as a capital loss…win, win, win for everybody but the folks who had their lives destroyed by the criminal and negligent actions of those very the people in charge.  Mortimer Buckley owns Baupost which manages $5.3 trillion worth of funds.  Do you really think he really gives a shit about the peons in California?  If he really cared, he would buy us rakes so we can go out and rake our forests!  Interesting that the bulk of these fires and losses occurred in the coastal chaparral and oak savannas, and not in major timber producing lands that those damn environmentalists have locked up.  When you hear of the “investors” whether in the stock market, or corporate annual meetings, they are a handful of very rich, and thus very powerful people in terms of our monetary policies.  When the investors voted down a proposal to address climate change at the last annual meeting for Exxon…who do you think forced that decision…the “investors” …the folks who hold a few measly shares of Exxon in their retirement portfolio?
Here in Humboldt County, PG&E blacked us out for 35-48+ hours.  I was off for 35 hours.  County-wide outrage!  We have 10 state of the art natural gas engines in our new power plant that can produce all the electricity we need locally.  The entire plant was idled for the blackout period.  There was a negligible threat of transmission-caused wildfire in most of Humboldt County.  The big concern was the major transmission line carrying electricity to and from the major grid in Redding, some two hundred miles away. Switching that line OFF would have allowed pretty much all of Humboldt County to remain electrified, as a relatively small micro-grid.  The decision to not do that was made at the high corporate level by Mr. Johnson, a million miles away from reality.  His response to the folks who lost perishables during the blackout was “I got that, but one of the things we did was give them the opportunity to actually refill their refrigerator 'cause their house is still there."  It is estimated the County lost over $1million in lost wages, revenue, business, etc., as well as the financial and human impacts of the residents (and ratepayers.) We’re told that this will probably go on for the next ten years or so.  Generators are selling like hotcakes!  So is gasoline, ice, canned goods, etc.  However, this will most-likely not happen again in Humboldt County! I was involved with our local leaders to call PG&E to task, and we are involved in the larger State-wide efforts to deal with the “too big to fail” corporate monstrosity.  There is a state-wide coalition to break-up PG&E’s monopoly, and create many small microgrids that would be co-operatives, removing big money from sucking out our dollars and local control.  (2)
This transition will take time, technological innovation, lots of money…but most of all political will.  It is so complex…economic, environmental, technical, social, moral…but it is what many of us have seen for many years as common sense for a sustainable and equitable future.

 

Go to the Letter 201142019.pdf
file:///C:/Users/Licensed%20User/Downloads/Letter%20dt%201142019.pdf

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