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It remained weak at -19.7% in 2025 and -10.5% in 2026. The supply side (avg +13.4%) leads the stock (-10.5%), with spending rippling down to suppliers first. Among connected nodes the furthest ahead is Quanta Services (+48%) and the furthest behind is Tesla (-21.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It earns revenue from customer rates and spends on energy infrastructure including grid construction, hardening and utility-scale battery storage.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Sequoia Pacific Solar I, LLC","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2012-06-21","basis":"Pacific Energy Capital III가 Sequoia Pacific Solar I에 제공한 투자금","value":120000000,"period":"2010 investment","basis_en":"Capital invested by Pacific Energy Capital III in Sequoia Pacific Solar I","qualifier":null},"note":"PG&E 코퍼레이션의 완전자회사 Pacific Energy Capital III는 2010년 Sequoia Pacific Solar I에 1억2천만 달러를 투자해 지분을 취득했다. 자금은 약 23MW 규모의 주거·상업용 태양광 설비에 투입됐다.","note_en":"PG&E Corporation's wholly owned subsidiary Pacific Energy Capital III invested $120 million in Sequoia Pacific Solar I in 2010 and acquired a membership interest. The capital funded about 23 MW of residential and commercial solar installations.","sources":[{"stance":"confirms","publisher":"캘리포니아 공공요금위원회","publisher_en":"California Public Utilities Commission","kind":"filing","lang":"en","published_at":"2012-06-21","url":"https://docs.cpuc.ca.gov/word_pdf/FINAL_RESOLUTION/169552.pdf","title":"CPUC 결의 G-3461","title_en":"CPUC Resolution G-3461","excerpt":"2010년 9월 21일 PEC III는 PG&E 코퍼레이션 주주 자금 1억2천만 달러를 Sequoia Pacific에 투자해 지분을 취득했다.","excerpt_en":"On September 21, 2010, Affiliate PEC III invested $120 million of PG&E Corporation shareholder funds in Sequoia Pacific, thereby acquiring a \"membership interest.\""}]},{"direction":"cost","counterparty":"Quanta Services","counterparty_slug":"quanta-services","confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2019-05-02","basis":"PG&E가 승계한 Quanta 계약 2건의 파산신청 전 미지급채권","value":116000000,"period":"Q1 2019","basis_en":"Pre-petition receivables under two Quanta contracts assumed by PG&E","qualifier":"approximately"},"note":"Quanta Services는 PG&E에 전력 인프라 계약 서비스를 제공해 온 공급사다. 2019년 법원이 PG&E의 Quanta 계약 2건 승계를 승인하면서 계약 관련 미지급채권 약 1억1,600만 달러의 지급이 허용됐다.","note_en":"Quanta Services has long provided contracted electric infrastructure services to PG&E. In 2019, a court approved PG&E's assumption of two Quanta contracts and authorized payment of about $116 million of related pre-petition receivables.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://www.sec.gov/Archives/edgar/data/1050915/000105091526000006/pwr-20251231.htm","title":"Quanta Services 2025 Form 10-K","title_en":"Quanta Services 2025 Form 10-K","excerpt":"Quanta는 주요 고객 목록에 PG&E Corporation을 포함했다.","excerpt_en":"PG&E Corporation."},{"stance":"confirms","publisher":"Quanta Services","publisher_en":"Quanta Services","kind":"ir","lang":"en","published_at":"2019-05-02","url":"https://investors.quantaservices.com/news-events/press-releases/detail/257/quanta-services-reports-first-quarter-2019-results","title":"Quanta Services Reports First Quarter 2019 Results","title_en":"Quanta Services Reports First Quarter 2019 Results","excerpt":"PG&E가 Quanta와 맺은 계약 2건을 승계해 약 1억1,600만 달러의 미지급채권 지급이 허용됐다.","excerpt_en":"approximately $116 million of pre-petition receivables due under those contracts"}]},{"direction":"revenue","counterparty":"East Bay Community Energy","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_volume","unit":"MWh","as_of":"2022-10-28","basis":"East Bay Community Energy와 체결한 2건의 전력·REC 판매계약 물량 합계","value":250000,"period":"2022 Summer RPS energy sale agreements","basis_en":"Combined volume under two bundled energy and REC sale agreements with East Bay Community Energy","qualifier":null},"note":"PG&E는 2022년 여름 RPS 에너지 판매 입찰을 통해 East Bay Community Energy와 전력·재생에너지 인증서 판매계약 2건을 체결했다. 두 계약의 물량은 합계 25만 MWh다.","note_en":"PG&E entered into two agreements with East Bay Community Energy through its summer 2022 RPS energy sale solicitation to sell bundled energy and renewable energy credits. The two agreements cover a combined 250,000 MWh.","sources":[{"stance":"confirms","publisher":"Pacific Gas and Electric Company","publisher_en":"Pacific Gas and Electric Company","kind":"ir","lang":"en","published_at":"2022-10-28","url":"https://www.pge.com/tariffs/assets/pdf/adviceletter/ELEC_6729-E-A.pdf","title":"2022년 여름 묶음형 RPS 에너지 판매 입찰: PG&E와 복수 구매자 간 전력구매·판매계약","title_en":"Summer 2022 Bundled RPS Energy Sale Solicitation; Power Purchase and Sale Agreement Between Pacific Gas and Electric Company and Multiple Buyers","excerpt":"PG&E는 EBCE와 2건의 계약을 맺었으며 계약 물량은 각각 10만 MWh와 15만 MWh다.","excerpt_en":"East Bay Community Energy Authority (\"EBCE 1\") and (\"EBCE 2\") ... 100,000; 150,000."}]},{"direction":"revenue","counterparty":"City of San Jose","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_volume","unit":"MWh","as_of":"2022-10-28","basis":"City of San Jose와 체결한 전력·REC 판매계약 물량","value":215000,"period":"2022 Summer RPS energy sale agreement","basis_en":"Volume under the bundled energy and REC sale agreement with the City of San Jose","qualifier":null},"note":"PG&E는 2022년 여름 RPS 에너지 판매 입찰에서 San Jose Clean Energy를 운영하는 City of San Jose와 전력·재생에너지 인증서 판매계약을 체결했다. 계약 물량은 21만5천 MWh다.","note_en":"PG&E entered into a bundled energy and renewable energy credit sale agreement with the City of San Jose, which operates San Jose Clean Energy, through its summer 2022 RPS energy sale solicitation. The contract volume is 215,000 MWh.","sources":[{"stance":"confirms","publisher":"Pacific Gas and Electric Company","publisher_en":"Pacific Gas and Electric Company","kind":"ir","lang":"en","published_at":"2022-10-28","url":"https://www.pge.com/tariffs/assets/pdf/adviceletter/ELEC_6729-E-A.pdf","title":"2022년 여름 묶음형 RPS 에너지 판매 입찰: PG&E와 복수 구매자 간 전력구매·판매계약","title_en":"Summer 2022 Bundled RPS Energy Sale Solicitation; Power Purchase and Sale Agreement Between Pacific Gas and Electric Company and Multiple Buyers","excerpt":"City of San Jose는 계약 구매자로 명시됐으며 계약 물량은 21만5천 MWh다.","excerpt_en":"City of San Jose (\"San Jose\") ... Contract Volume (MWh) 215,000."}]},{"direction":"cost","counterparty":"Tesla","counterparty_slug":"tesla","confidence":"high","metric":{"type":"count","unit":"Megapack units","as_of":"2024-12-17","basis":"PG&E 소유 Elkhorn 시설에 설치된 Tesla Megapack 수","value":256,"period":"Elkhorn facility commissioned in 2022","basis_en":"Tesla Megapacks installed at PG&E-owned Elkhorn facility","qualifier":null},"note":"PG&E는 Tesla와 함께 Elkhorn 배터리 저장시설을 설계·건설하고 유지한다. 이 시설에는 Tesla Megapack 256개가 설치돼 있다.","note_en":"PG&E designed, built and maintains the Elkhorn battery storage facility with Tesla. The facility contains 256 Tesla Megapacks.","sources":[{"stance":"confirms","publisher":"Pacific Gas and Electric Company","publisher_en":"Pacific Gas and Electric Company","kind":"ir","lang":"en","published_at":"2026-02-23","url":"https://www.pge.com/assets/pge/docs/clean-energy/battery-storage/elkhorn-bess-eap-plan.pdf","title":"PG&E Elkhorn Battery Energy Storage System Emergency Action Plan","title_en":"PG&E Elkhorn Battery Energy Storage System Emergency Action Plan","excerpt":"Elkhorn 시설은 PG&E와 Tesla가 함께 설계·건설하고 유지하며 Tesla Megapack 256개로 구성된다.","excerpt_en":"The Elkhorn BESS consists of 256 Tesla Megapacks."},{"stance":"confirms","publisher":"TLG Services / California Public Utilities Commission","publisher_en":"TLG Services / California Public Utilities Commission","kind":"analysis","lang":"en","published_at":"2024-12-17","url":"https://docs.cpuc.ca.gov/PublishedDocs/SupDoc/A2505009/8141/566593584.pdf","title":"Elkhorn Energy Storage Facility Dismantling Cost Study","title_en":"Elkhorn Energy Storage Facility Dismantling Cost Study","excerpt":"TLG의 해체비용 분석은 Elkhorn 시설이 Tesla Megapack 배터리 모듈 256개로 구성된다고 확인했다.","excerpt_en":"consisting of 256 Tesla Megapack battery modules"},{"stance":"confirms","publisher":"신한금융투자","publisher_en":"Shinhan Investment Corp.","kind":"research","lang":"ko","published_at":"2022-09-23","url":"https://ssl.pstatic.net/imgstock/upload/research/market/1663893267695.pdf","title":"신한 Global Daily 2022년 9월 23일","title_en":"Shinhan Global Daily, September 23, 2022","excerpt":"PG&E는 지난 4월 테슬라 메가팩 시스템을 설치. 화재가 발생한 배터리 저장 시설은 182.5MW의 수용 능력을 지녔으며, 소방당국은 정확한 화재 원인을 찾고 있음","excerpt_en":"PG&E installed the Tesla Megapack system in April. The battery storage facility where the fire occurred has 182.5 MW of capacity."}]},{"direction":"revenue","counterparty":"Peninsula Clean Energy Authority","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2019-06-14","basis":"Peninsula Clean Energy Authority와 체결한 전력·REC 판매계약 금액","value":null,"period":"2019-2022 contract term","basis_en":"Value of the bundled energy and REC sale agreement with Peninsula Clean Energy Authority","qualifier":"confirmed_no_disclosed_value"},"note":"PG&E는 Peninsula Clean Energy Authority와 Wheelabrator Shasta 계약의 잔여 기간에 생산되는 전력과 재생에너지 인증서를 판매하는 계약을 체결했다. 공개 문서에는 거래금액이 기재되지 않았다.","note_en":"PG&E entered into an agreement with Peninsula Clean Energy Authority to sell bundled energy and renewable energy credits produced during the remaining term of its Wheelabrator Shasta contract. The public filing does not disclose the transaction value.","sources":[{"stance":"confirms","publisher":"Pacific Gas and Electric Company","publisher_en":"Pacific Gas and Electric Company","kind":"ir","lang":"en","published_at":"2019-06-14","url":"https://www.pge.com/tariffs/assets/pdf/adviceletter/ELEC_5561-E.pdf","title":"2019년 수목고사 비우회 요금 묶음형 RPS 에너지 판매 입찰: PG&E와 Peninsula Clean Energy Authority 간 전력구매·판매계약","title_en":"2019 Tree Mortality Non-Bypassable Charge Bundled RPS Energy Sale Solicitation; Power Purchase and Sale Agreement Between Pacific Gas and Electric Company and Peninsula Clean Energy Authority","excerpt":"PG&E는 Wheelabrator Shasta 전력구매계약의 잔여 기간에 생산되는 전력과 관련 REC를 Peninsula Clean Energy Authority에 판매하는 계약의 승인을 요청했다.","excerpt_en":"one power purchase and sale agreement ... to sell bundled ... energy and associated Renewable Energy Credits ... to Peninsula Clean Energy Authority"}]}]}