SCE Julian Hinds to Mirage 230 kV

Evidence chain

1. 1

   Policy, planning or funding trigger

   CAISO documentation describes a 47 mile HTLS reconductoring project and reports cost rising from $76M to $178M, with the project on hold.
2. 2

   Why this project is exposed

   Cost escalation of this size is exactly the condition under which a rescope can revisit conductor and structure assumptions, but only if the project resumes.
3. 3

   Relevant TS capability

   High capacity conductor with favorable weight and sag behavior for long spans and reduced structure modification.
4. 4

   Is specification still influenceable?

   Not currently. The specification question only reopens if CAISO releases the hold or a rescope is initiated.
5. 5

   Recommended commercial action

   Monitor for release of the hold or a rescope, and hold a cost reduction analysis ready rather than pursuing actively.
6. 6

   Likely buyer

   SCE transmission planning and engineering, subject to CAISO status.
7. 7

   Key uncertainty

   Whether and when the project resumes, and in what form, is unknown.
8. 8

   Primary evidence

   • CAISO Board Approved 2025 to 2026 Transmission PlanISO planning document
   • SCE SB1006 Advanced Conductors and Grid Enhancing Technologies StudyUtility filing