Subject: Re: California blackouts and conservation
From: [EMAIL PROTECTED]
Date: Thu, 18 Jan 2001 18:17:04 -0700

Patrick,

I'm sympathetic to your plight and those of other Californians =
suffering
through the "dangerous and colossal failure" that is California's =
attempt
at electricity market de-regulation. However, I must disagree strongly =
with
your first statement. I would also suggest that we view this process as =
one
of changing regulations, rather than de-regulation, which is a =
misnomer.
All legitimate markets are regulated. Think for example of the New York
Stock Exchange, or the Chicago Board of Trade's commodity exchange. =
These
"free markets" are heavily regulated, by state authorities, by the
Securities Exchange Commission, by the body of contract law which =
supports
transactions, and, in the example of commodities, by product quality =
and
safety standards. Many jurisdictions are changing the regulation of
electricity markets to allow for competition; none are creating
free-for-alls which provide for no protections.

My understanding of the situation is that the California has a very =
tight
supply demand balance, with no new generation (clean or dirty) having =
been
developed in the past decade. Electricity transmission =
inter-connections
into the state are constrained as are natural gas pipelines. In those =
10
years, demand has grown considerably.

When California restructured its electricity system it provided for
wholesale competition, allowing the wholesale price for power to vary
according to the forces of supply and demand. However, California did =
not
allow these prices to be passed on to consumers, shielding consumers =
from
efficient price signals. In efficient markets, remember, high prices =
are
signals for scarcity; if consumers see high prices we expect them to =
modify
their behaviour, reducing consumption during peak hours (e.g., turning =
off
the lights, washing clothes in the evening, and setting electric water
heaters to operate during off-peak night-time hours). Since consumers =
were
insulated from these signals in California, we might have expected that
they would have no incentive to conserve. A recent poll suggested that
almost half of Californians felt that there were no problems with
electricity supplies in the state. And why should they? They haven't =
had to
pay the true cost of power; for the most part, they would have no idea =
what
the situation was.

At the same time, responding to political expediency, the California =
system
operator imposed caps on maximum wholesale prices, providing further
disincentives for generators to develop new supplies in the state. =
Combined
with some of the most stringent siting requirements in the world, this
situation has effectively barred the construction of new generation in
California, where (as the current situation illustrates) it is needed =
most.

Of course, it's complicated and I'm giving the counter-argument in =
simple
terms; but I hope you will agree that there is at least a =
counter-argument
to the one you presented. In any case, I'm sure we can agree that
California has blundered, and blundered badly.

In other jurisdictions, it has gone much better. In Australia, prices =
are
stable and declining since market restructuring and privatization. Also =
in
Scandinavia and Great Britain. In the United States, succesful market
restructuring has already occurred in Pennsylvania, New Jersey, =
Maryland,
New York and the New England states. We're not seeing these stories in =
the
newspapers.

If we want conservation, the most direct way to influence appropriate
behaviour by consumers is at a minimum to allow them to see the true =
price
of the products and services they consume.

In LEAD Canada, there are a number of us employed in the energy =
industry.
I'm sure we'd be delighted to continue this conversation.

Regards,

Adam White
LEAD Fellow (Cohort 4)
and
Manager, Regulatory Affairs
TransAlta Energy Corporation




WHAT WE CAN LEARN.

1. Private markets work well for some things but not  for a
necessarycommodity like energy.  Government regulation is necessary to
preventpredatory supplier behavior (the  power suppliers were willing =
to
riskthe  welfare and jobs of 40 million people and the sixth largest
economyin the world to continue making obscene profits.

2. Conservation is absolutely necessary.

3. Sustainable economic development must include  conservation of =
energy
and alternative sources.

4. There is a sustainable business in energy  conservation and
alternative sources.

5. There are some lessons here that can be useful to  LEAD, and =
whichwill
undoubtedly be taught  when LEAD USA starts up later this year.



Dr. Patrick O'Heffernan
Director of Development
LEAD International
www.lead.org
415-721-0738







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