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I mean I'll take the tagline and agree with it: He's had crazier ideas. Solar City was a fiasco, but to say that discounts any future energy ideas of his is short-sighted. He's got the deep pockets and the motivation to make an impact, so I also wouldn't rush to bet against this man!
Great read, thanks John. Regarding PG&E's financial viability in the face of DA, CCA and DER, I expect that PG&E's financial management team have already modeled these, and can comment on this, although these models are based on assumptions that may, or may not be realistic
Thanks for the comment, Matt. The PG&E resolution could go in many different ways. However, as next week's post will point out, there is a high probability that that a major segment of PG&E's Service Area will be municipalized, and in the process a very large new municipal electric utility will emerge. Except they are not new but over a hundred years old. -John