太平洋燃气电力公司：旧金山剩余 4 万户用户供电将于夜间恢复。 ...

来源：新华社 原标题：《美国旧金山市发生大规模停电事故》 编辑：王伊萌 责编：王珊珊 太平洋天然气和电力公司当天下午通过社交媒体发布消息说，正在与应急人员和市政官员合作处理停电 事故。截至当天17时30分，该公司尚无法给出城市任何区域恢复供电的预计时间。 当日正值圣诞节前购物和社交高峰期，旧金山市众多商家被迫停业。该市当天下午启动紧急行动中心， 以协调全市应对工作。 目前大部分区域停电原因暂不明确。据旧金山消防局消息，太平洋天然气和电力公司位于该市的一处变 电站内部当天下午发生火灾，引发部分停电。 据新华社援引美国太平洋天然气和电力公司网站消息，加利福尼亚州旧金山市20日发生大规模停电事 故，影响约13万家庭和商户，约占该公司在该市客户总数的三分之一。 根据公司网站信息，首次停电发生在当天9时40分左右，导致约1万5千户居民和商户断电。第二次停电 发生在10时10分左右，在线停电地图显示受影响用户约2万5千户。太平洋天然气和电力公司随后更新其 在线停电地图，显示停电范围不断扩大。 ...

据央视新闻报道，当地时间12月20日，美国加利福尼亚州旧金山市遭遇大范围停电，约12.5万名居民受 到影响。 新华社援引太平洋天然气和电气公司发布的消息称，首次停电发生在当天9时40分左右，导致约1万5千 户居民和商户断电。第二次停电发生在10时10分左右，在线停电地图显示受影响用户约2万5千户。太平 洋天然气和电力公司随后更新其在线停电地图，显示停电范围不断扩大。 目前大部分区域停电原因暂不明确。据旧金山消防局消息，太平洋天然气和电力公司位于该市的一处变 电站内部当天下午发生火灾，引发部分停电。 智通财经查询发现，美国近年发生多起因变电站起火或遭到破坏导致的大范围停电。 2019年7月，美国威斯康星州麦迪逊市燃气电力公司的变电站发生爆炸失火，这一事故导致该公司13000 家用户断电。 2022年12月4日，美国北卡罗来纳州摩尔县两个变电站遭到蓄意破坏，导致当地大范围停电。据报道， 由于电力不足，该断电地区的紧急求助电话越来越多。此外，由于交通信号灯熄灭，交通事故频繁发 生。根据美国杜克能源停电地图的数据，截至12月4日15时31分，北卡罗来纳州共有44610个用户没有电 力供应。 2023年2月19日，太平 ...

根据公司网站信息，首次停电发生在当天9时40分左右，导致约1万5千户居民和商户断电。第二次停电 发生在10时10分左右，在线停电地图显示受影响用户约2万5千户。太平洋天然气和电力公司随后更新其 在线停电地图，显示停电范围不断扩大。 太平洋天然气和电力公司当天下午通过社交媒体发布消息说，正在与应急人员和市政官员合作处理停电 事故。截至当天17时30分，该公司尚无法给出城市任何区域恢复供电的预计时间。 新华社旧金山12月20日电（记者 吴晓凌）据美国太平洋天然气和电力公司网站消息，加利福尼亚州旧 金山市20日发生大规模停电事故，影响约13万家庭和商户，约占该公司在该市客户总数的三分之一。 转自：新华网 目前大部分区域停电原因暂不明确。据旧金山消防局消息，太平洋天然气和电力公司位于该市的一处变 电站内部当天下午发生火灾，引发部分停电。 当日正值圣诞节前购物和社交高峰期，旧金山市众多商家被迫停业。该市当天下午启动紧急行动中心， 以协调全市应对工作。 ...

Core Viewpoint - PG&E Corporation (NYSE:PCG) is experiencing adjustments in price targets from analysts, reflecting a cautious outlook amidst broader market trends, particularly in the utility sector driven by data center demand growth [2][3]. Price Target Adjustments - Morgan Stanley reduced its price target for PG&E from $21 to $20 while maintaining an 'Equal Weight' rating, emphasizing the influence of data centers on utility performance and cautioning against companies under affordability scrutiny due to the upcoming election year [2]. - JPMorgan also lowered its price target from $22 to $21, indicating a potential upside of nearly 33% from the current share price, while keeping an 'Overweight' rating on the stock [3]. Dividend Announcement - PG&E Corporation announced a doubling of its quarterly dividend to $0.05 per share, payable on January 15, 2026, to shareholders on record as of December 31, resulting in an annual dividend yield of 1.26% [3]. Market Context - The performance of utility companies, including PG&E, is expected to be significantly influenced by the demand from data centers, particularly as major tech firms invest heavily in AI [2].

Core Viewpoint - California regulators have reduced the profit margins for utilities on infrastructure investments to address rising electricity bills while balancing the need for grid fortification against wildfire risks [1][2]. Group 1: Regulatory Changes - The California Public Utilities Commission voted 4-1 to set profit returns for PG&E, Southern California Edison, and San Diego Gas & Electric in the range of 9.78% to 10.03%, which is slightly above the national average of approximately 9.72% [3]. - PG&E had requested a profit margin of 11.3%, while Southern California Edison and San Diego Gas & Electric sought margins of 11.75% and 11.25%, respectively [3]. Group 2: Financial Implications - The decision aims to mitigate the financial burden on consumers by controlling utility costs, which have been significantly impacted by the need for infrastructure improvements to prevent wildfires [2]. - The costs associated with fortifying the grid are expected to reach billions of dollars, which utilities typically pass on to consumers [2].

Core Points - PG&E is extending its Match My Payment Program into 2026 to support customers facing financial hardship, with nearly $22 million already provided to over 60,000 customers in 2025 [1][4]. Group 1: Match My Payment Program - The Match My Payment Program offers a dollar-for-dollar match, up to $1,000, for qualifying low-to-moderate-income customers to pay past-due energy bills [2]. - The program was launched in June with a $50 million commitment to assist income-eligible customers in catching up on outstanding balances [3]. - Recipients can receive multiple matches throughout the year by paying at least $50 toward a past-due balance of $100 or more, with eligibility based on federal income guidelines [6]. Group 2: REACH Program - The REACH program provides income-eligible customers with a bill credit of up to $300 based on their past-due bill, available for those with a disconnection notice [4]. - Customers who receive a $300 REACH grant are pre-qualified for up to $1,000 through the Match My Payment Program, allowing for a combined benefit of up to $1,300 [7]. Group 3: Funding and Distribution - Funding for these programs is distributed on a first-come, first-served basis, and PG&E collaborates with the nonprofit Dollar Energy Fund to process applications [7]. - The three counties with the highest funding distribution are Fresno, Kern, and San Joaquin, collectively receiving over $9.4 million in support [5]. Group 4: Additional Assistance Programs - PG&E offers other assistance programs for income-eligible customers, including Medical Baseline, CARE, FERA, ESA, and AMP, which provide various forms of financial relief and support [8][9].

Core Viewpoint - PG&E Corporation (NYSE:PCG) is identified as an undervalued stock with significant upside potential, supported by recent buy ratings from J.P. Morgan and TD Cowen, despite a slight reduction in price targets [1][2]. Group 1: Analyst Ratings and Price Targets - J.P. Morgan reiterated a Buy rating on PG&E Corporation, lowering the price target from $22 to $21 [1]. - TD Cowen also maintained a Buy rating with a price target of $21, viewing PG&E as a compelling recovery story post-wildfires [2]. Group 2: Company Performance and Growth Prospects - Analysts at TD Cowen noted PG&E's outperformance compared to peers, with expectations of a 3% revenue growth for fiscal 2025 and an EPS of $1.50 [2]. - The company is expected to benefit from electrification trends and wildfire mitigation opportunities, enhancing its growth potential [2]. Group 3: Technological Advancements - PG&E announced the successful launch of a technology demonstration project utilizing Dynamic Line Rating and Asset Health Monitoring tools, aimed at increasing power line capacity and monitoring equipment health [3]. - This project aligns with PG&E's strategy to expand transmission capacity in response to California's extreme weather and rising demand [3]. Group 4: Company Overview - PG&E Corporation specializes in generating, transmitting, and distributing natural gas and electricity, focusing on utility, electricity, energy, power, solar, gas, and sustainability [4].

Core Viewpoint - WEC Energy Group is positioned for potential growth with a price target of $115 set by UBS, indicating a possible increase of approximately 10.07% from its current price of $104.48 [1][5] Company Performance - WEC's stock price has experienced a slight decrease of 0.74%, currently trading between $104.23 and $105.66 [2][5] - Over the past year, WEC's stock has fluctuated, reaching a high of $118.19 and a low of $91.94 [2] - The company's market capitalization stands at approximately $33.41 billion, reflecting its significant market presence [2] Comparative Analysis - PG&E, another major player in the Utility - Electric Power sector, holds a Zacks Rank of 2 (Buy), indicating a stronger earnings estimate revision trend compared to WEC's Zacks Rank of 3 (Hold) [3][5] - This suggests that PG&E may have a more favorable earnings outlook, potentially making it more attractive to value investors [3] Investor Interest - Today's trading volume for WEC is 1,267,658 shares on the NYSE, indicating active investor interest [4] - The key question for investors is which stock offers better value, with UBS's price target for WEC suggesting potential growth while PG&E's stronger earnings outlook may appeal more to value-seeking investors [4]

Core Insights - PG&E Corporation announced organizational changes aimed at enhancing service for customers in Northern and Central California, effective January 1, 2026 [1][2][4] Organizational Changes - New roles for senior leaders have been established to better connect PG&E with local needs and meet the growing energy demand in California [2][4] - Sumeet Singh appointed as CEO of Pacific Gas and Electric Company and Executive Vice President of Energy Delivery, focusing on integrating operational and engineering teams [5] - Carla Peterman becomes President of PG&E Corporation and Executive Vice President of Customer & Corporate Affairs, aiming to align customer engagement with public policies [5] - Jason Glickman takes on the role of Executive Vice President of Strategy and Growth, focusing on long-term planning to address California's energy demands [5] - Marlene Santos appointed as Chief Transformation Officer, tasked with modernizing business processes to improve service and reduce customer bills [5] - Chris Patterson becomes Senior Vice President of Government Affairs, overseeing legislative and policy advocacy [5] - Vincent Davis named Senior Vice President and Chief Customer Officer, focusing on customer experience [5] - Aaron Johnson appointed Senior Vice President of Local Customer & Community Engagement and Chief Sustainability Officer, leading efforts in regional engagement and sustainability [5] Progress Indicators - PG&E has not caused any major wildfires due to its equipment in the past three years [8] - Residential electric rates have decreased three times since January 2024, with further reductions expected in 2026 [8] - Brand trust has improved more rapidly than any other major utility in the U.S. this year [8] - Methane emissions have been reduced by 52% since 2015, exceeding the 2025 commitment of 20% [8]