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爱迪生国际三季报警告野火改革拖延代价上升:伊顿火灾相关损失已计提18亿美元

2026-10-30 · 加州 · GSM News
爱迪生国际三季报警告野火改革拖延代价上升:伊顿火灾相关损失已计提18亿美元

加州——据 Utility Dive 对爱迪生国际三季度电话会及其向美国证券交易委员会提交文件的报道,南加州爱迪生(SCE)母公司爱迪生国际警告,加州野火责任改革拖延正在产生“严重且不断升级”的影响。公司总裁兼首席执行官 Pedro Pizarro 在10月30日披露的电话会内容中表示,州议会本届会期结束时仍未通过全面的野火改革方案,公司继续呼吁召开特别会议,建立不依赖野火基金的长期索赔资金渠道和真正的股东责任上限。他指出,11月15日是本届会期向州长提交法案的宪法截止日;若2026年未能成功,改革努力须在2027年与新任州长和新一届议会继续推进。

财务方面,截至2026年9月30日,南加州爱迪生已就伊顿火灾和解计提18亿美元损失,预计可从客户出资的自保安排收回9.17亿美元、从野火基金收回8.59亿美元、经联邦能源监管委员会电价收回7000万美元。公司与南加州爱迪生在约2000起伊顿火灾相关诉讼中面对约3.8万名原告。公司2026至2030年资本计划为380亿至410亿美元。

Edison International Warns in Q3 Report That Wildfire Reform Delays Carry Rising Costs; $1.8 Billion in Eaton Fire Losses Recorded

CALIFORNIA — Edison International, parent of Southern California Edison (SCE), warned that delays in California wildfire liability reform are having "dire and escalating" impacts, according to Utility Dive's report on the company's third-quarter earnings call and its filing with the U.S. Securities and Exchange Commission. President and CEO Pedro Pizarro said on the call, disclosed October 30, that the Legislature ended its session without passing comprehensive wildfire reform, and the company continues to call for a special session, a long-term claims funding source not dependent on the Wildfire Fund, and a true shareholder liability cap. He noted that November 15 is the constitutional deadline to send bills to the governor this session, and that if the effort fails in 2026 it must continue in 2027 with a new governor and Legislature.

As of September 30, 2026, SCE had recorded $1.8 billion in losses related to Eaton Fire settlements, with expected recoveries of $917 million from customer-funded self-insurance, $859 million from the Wildfire Fund and $70 million through FERC electric rates. Edison International and SCE face about 38,000 plaintiffs in roughly 2,000 Eaton Fire lawsuits. The company's 2026–2030 capital plan totals $38 billion to $41 billion.

来源:GSM·美国(原文链接)

图片来源:图:加州议会大厦。GSM自家图库加州素材包固定图。 | The California State Capitol. GSM asset library, California pack.

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