PG&E Herndon to Bullard Nos. 1 & 2 115 kV

Evidence chain

1. 1

   Policy, planning or funding trigger

   PG&E's 2026 reporting places Herndon to Bullard Nos. 1 & 2 115 kV in engineering, with construction expected in 2027. The public conductor specification is not established.
2. 2

   Why this project is exposed

   Two circuits on shared structures concentrate loading questions, which makes conductor weight and sag behavior decisive for structure retention.
3. 3

   Relevant TS capability

   Lighter high capacity conductor supporting double circuit retention without full structure replacement.
4. 4

   Is specification still influenceable?

   Uncertain and time limited. Engineering is active, so qualify quickly to establish whether the conductor decision is still open.
5. 5

   Recommended commercial action

   Qualify stage and conductor status quickly, then either engage on loading analysis or close it out.
6. 6

   Likely buyer

   PG&E project engineering and transmission standards.
7. 7

   Key uncertainty

   Whether conductor selection has already occurred inside active engineering is not public.
8. 8

   Primary evidence

   • PG&E Q1 2026 GO 131 E Project ReportUtility filing
   • CPUC GO 131 E reporting programRegulatory authority guidance