{ "schema_version": "0.2.0", "generated_at": "2026-07-14T14:13:38Z", "records": [ { "schema_version": "0.2.0", "id": "case-pa-puc-r-2025-3057164", "state": "PA", "commission_id": "commission-pa-puc", "docket_number": "R-2025-3057164", "title": "PPL Electric Utilities general rate case", "slug": "ppl-electric-r-2025-3057164", "case_type": "general_rate_case", "service": "electric", "utility_id": "utility-ppl-electric", "parent_company_id": "company-ppl-corporation", "status_axes": { "commission_record": "active", "procedural_stage": "post_order", "economics_stage": "authorized", "implementation_stage": "final_effective", "review_stage": "reconsideration_pending" }, "summary": "PPL Electric requested a $356.27 million annual distribution revenue increase. The Commission authorized approximately $275 million, rates became effective July 1, 2026, and reconsideration remains pending after a July 8 procedural order.", "investor_takeaway": "The authorized revenue increase is below the request. The settlement did not state one authorized ROE; 9.4% is a CAUSE-PA estimate, not a Commission award.", "metric_observations": [ { "id": "observation-ppl-revenue-request", "metric": "annual_revenue_change", "stage": "utility_request", "party_id": "utility-ppl-electric", "value": 356270000, "unit": "USD_per_year", "scope": "electric distribution base rates", "service": "electric", "gross_or_net": "net", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2025-09-30", "source_id": "source-ppl-final-order-request" }, { "id": "observation-ppl-revenue-settlement", "metric": "annual_revenue_change", "stage": "settlement", "party_id": "parties-ppl-settlement", "value": 275000000, "unit": "USD_per_year", "scope": "electric distribution base rates", "service": "electric", "gross_or_net": "net", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-03-13", "source_id": "source-ppl-settlement-revenue" }, { "id": "observation-ppl-revenue-authorized", "metric": "annual_revenue_change", "stage": "authorized", "party_id": "commission-pa-puc", "value": 275000000, "unit": "USD_per_year", "scope": "electric distribution base rates", "service": "electric", "gross_or_net": "net", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-06-11", "source_id": "source-ppl-final-order-revenue" }, { "id": "observation-ppl-roe-request", "metric": "return_on_equity", "stage": "utility_request", "party_id": "utility-ppl-electric", "value": 11.3, "unit": "percent", "scope": "proposed common equity return", "service": "electric", "gross_or_net": "not_applicable", "annualization": "not_applicable", "derivation": "explicit", "as_of_date": "2025-09-30", "source_id": "source-ppl-final-order-capital" }, { "id": "observation-ppl-equity-request", "metric": "common_equity_ratio", "stage": "utility_request", "party_id": "utility-ppl-electric", "value": 56.05, "unit": "percent", "scope": "proposed ratemaking capital structure", "service": "electric", "gross_or_net": "not_applicable", "annualization": "not_applicable", "derivation": "explicit", "as_of_date": "2025-09-30", "source_id": "source-ppl-final-order-capital" }, { "id": "observation-ppl-roe-cause-estimate", "metric": "return_on_equity", "stage": "other_intervenor", "party_id": "party-cause-pa", "value": 9.4, "unit": "percent", "scope": "CAUSE-PA estimate of effective settlement ROE; upper bound", "service": "electric", "gross_or_net": "not_applicable", "annualization": "not_applicable", "derivation": "party_estimate", "as_of_date": "2026-03-20", "source_id": "source-ppl-final-order-capital" }, { "id": "observation-ppl-roe-authorized-missing", "metric": "return_on_equity", "stage": "authorized", "party_id": "commission-pa-puc", "value": null, "unit": "percent", "scope": "Commission-authorized return on equity", "service": "electric", "gross_or_net": "not_applicable", "annualization": "not_applicable", "derivation": "explicit", "as_of_date": "2026-06-11", "source_id": "source-ppl-final-order-capital", "missing_reason": "not_specified_in_black_box_settlement" } ], "timeline": [ { "id": "event-ppl-case-received", "type": "case_received", "title": "Case record received by Commission", "start_date": "2025-08-29", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ppl-docket" }, { "id": "event-ppl-tariff-filed", "type": "tariff_filed", "title": "Proposed tariffs filed", "start_date": "2025-09-30", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ppl-final-order-request" }, { "id": "event-ppl-proposed-effective", "type": "proposed_effective", "title": "Proposed tariff effective date", "start_date": "2025-12-01", "date_precision": "exact_day", "date_basis": "utility_guidance", "date_status": "completed", "source_id": "source-ppl-final-order-request", "note": "Proposed date only; the tariffs were suspended." }, { "id": "event-ppl-settlement-filed", "type": "settlement_filed", "title": "Non-unanimous settlement filed", "start_date": "2026-03-13", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ppl-settlement-revenue" }, { "id": "event-ppl-commission-action", "type": "commission_action", "title": "Commission acted at public meeting", "start_date": "2026-06-04", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ppl-final-order-dates" }, { "id": "event-ppl-order-adopted", "type": "order_adopted", "title": "Rewrite opinion and order adopted", "start_date": "2026-06-04", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ppl-final-order-dates" }, { "id": "event-ppl-order-entered", "type": "order_entered", "title": "Rewrite opinion and order entered", "start_date": "2026-06-11", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ppl-final-order-dates" }, { "id": "event-ppl-reconsideration-filed", "type": "reconsideration_filed", "title": "Petition for reconsideration and clarification filed", "start_date": "2026-06-26", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ppl-reconsideration-order" }, { "id": "event-ppl-rates-effective", "type": "rates_effective", "title": "Authorized distribution rates became effective", "start_date": "2026-07-01", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ppl-final-order-revenue" }, { "id": "event-ppl-reconsideration-order", "type": "reconsideration_order_entered", "title": "Reconsideration granted pending merits review", "start_date": "2026-07-08", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ppl-reconsideration-order" } ], "sources": [ { "id": "source-ppl-docket", "type": "commission_docket", "title": "PPL Electric rate case docket", "url": "https://www.puc.pa.gov/docket/R-2025-3057164", "excerpt": "Active docket with received, filing, compliance, and post-order activity.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Commission record remains Active and shows post-order actions.", "reviewed_at": "2026-07-14T13:15:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" }, { "id": "source-ppl-final-order-request", "type": "commission_order", "title": "PPL Electric rewrite opinion and order", "url": "https://www.puc.pa.gov/pcdocs/1934703.pdf", "document_date": "2026-06-11", "page": 8, "excerpt": "The proposed tariffs sought approximately $356.27 million effective December 1, 2025.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports requested revenue, filing chronology, and proposed effective date.", "reviewed_at": "2026-07-14T13:20:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" }, { "id": "source-ppl-settlement-revenue", "type": "commission_filing", "title": "Joint petition for non-unanimous settlement", "url": "https://www.puc.pa.gov/pcdocs/1918030.pdf", "document_date": "2026-03-13", "page": 16, "excerpt": "The settlement provides a $275 million annual distribution revenue increase.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports the proposed settlement amount before Commission approval.", "reviewed_at": "2026-07-14T13:20:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "B" }, { "id": "source-ppl-final-order-revenue", "type": "commission_order", "title": "PPL Electric rewrite opinion and order — revenue and implementation", "url": "https://www.puc.pa.gov/pcdocs/1934703.pdf", "document_date": "2026-06-11", "page": 6, "excerpt": "The Commission approved approximately $275 million; rates were effective July 1, 2026.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports authorized revenue and implementation timing.", "reviewed_at": "2026-07-14T13:25:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" }, { "id": "source-ppl-final-order-capital", "type": "commission_order", "title": "PPL Electric rewrite opinion and order — capital positions", "url": "https://www.puc.pa.gov/pcdocs/1934703.pdf", "document_date": "2026-06-11", "page": 212, "excerpt": "PPL requested 11.3% ROE and 56.05% equity; CAUSE-PA estimated an effective ROE no higher than 9.4%.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Distinguishes the utility request and intervenor estimate from an authorized ROE.", "reviewed_at": "2026-07-14T13:25:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" }, { "id": "source-ppl-final-order-dates", "type": "commission_order", "title": "PPL Electric rewrite opinion and order — adoption and entry", "url": "https://www.puc.pa.gov/pcdocs/1934703.pdf", "document_date": "2026-06-11", "page": 226, "excerpt": "Order adopted June 4, 2026 and entered June 11, 2026.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Preserves Commission action and order-entry dates separately.", "reviewed_at": "2026-07-14T13:25:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" }, { "id": "source-ppl-reconsideration-order", "type": "commission_order", "title": "Opinion and order on petition for reconsideration", "url": "https://www.puc.pa.gov/pcdocs/1938524.pdf", "document_date": "2026-07-08", "page": 3, "excerpt": "Reconsideration was granted pending further review and consideration on the merits.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "The July 8 order is procedural; merits review remains pending.", "reviewed_at": "2026-07-14T13:25:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" } ], "last_verified_at": "2026-07-14T13:25:00-04:00", "last_source_scan": "2026-07-14T13:00:00-04:00", "last_material_change": "2026-07-08T00:00:00-04:00", "last_record_updated": "2026-07-14T13:25:00-04:00", "last_human_verified": "2026-07-14T13:25:00-04:00", "review": { "status": "approved", "notes": "9.4% is retained only as a CAUSE-PA party estimate; no explicit authorized ROE is published." }, "display": { "utility_name": "PPL Electric Utilities Corporation", "utility_short_name": "PPL Electric", "utility_website_url": "https://www.pplelectric.com/", "utility_source_url": "https://investors.pplweb.com/sec-filings", "parent_company_name": "PPL Corporation", "parent_ticker": "PPL", "parent_website_url": "https://www.pplweb.com/", "commission_name": "Pennsylvania Public Utility Commission", "status_label": "Post-order activity · rates effective · docket active" } }, { "schema_version": "0.2.0", "id": "case-pa-puc-r-2025-3059428", "state": "PA", "commission_id": "commission-pa-puc", "docket_number": "R-2025-3059428", "title": "National Fuel Gas Distribution general rate case", "slug": "national-fuel-r-2025-3059428", "case_type": "general_rate_case", "service": "gas", "utility_id": "utility-national-fuel-gas-pa", "parent_company_id": "company-national-fuel-gas", "status_axes": { "commission_record": "active", "procedural_stage": "briefing", "economics_stage": "requested", "implementation_stage": "suspended", "review_stage": "none" }, "summary": "National Fuel requested a $19.7 million, or 7.4%, annual base-delivery revenue increase. Reply briefs were filed July 2; no official next event or Commission decision date has been scheduled.", "investor_takeaway": "The litigated record is awaiting further Commission process. October 29 is the tariff-suspension expiration, not a scheduled decision.", "metric_observations": [ { "id": "observation-nfg-revenue-request", "metric": "annual_revenue_change", "stage": "utility_request", "party_id": "utility-national-fuel-gas-pa", "value": 19700000, "unit": "USD_per_year", "scope": "natural-gas base delivery rates", "service": "gas", "gross_or_net": "gross", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-01-28", "source_id": "source-nfg-filing-letter" }, { "id": "observation-nfg-revenue-percent-request", "metric": "revenue_change_percentage", "stage": "utility_request", "party_id": "utility-national-fuel-gas-pa", "value": 7.4, "unit": "percent", "scope": "total annual revenues", "service": "gas", "gross_or_net": "gross", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-01-28", "source_id": "source-nfg-company-release" }, { "id": "observation-nfg-residential-impact-request", "metric": "residential_monthly_bill_impact", "stage": "utility_request", "party_id": "utility-national-fuel-gas-pa", "value": 5.9, "unit": "percent", "scope": "residential customer using 80 ccf per month", "service": "gas", "gross_or_net": "not_applicable", "annualization": "not_applicable", "derivation": "explicit", "as_of_date": "2026-01-28", "source_id": "source-nfg-filing-letter" } ], "timeline": [ { "id": "event-nfg-case-received", "type": "case_received", "title": "Case record received by Commission", "start_date": "2025-12-19", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-nfg-docket" }, { "id": "event-nfg-case-posted", "type": "case_posted", "title": "Case record posted by Commission", "start_date": "2025-12-22", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-nfg-docket" }, { "id": "event-nfg-tariff-filed", "type": "tariff_filed", "title": "Public tariff filing submitted", "start_date": "2026-01-28", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-nfg-filing-letter" }, { "id": "event-nfg-proposed-effective", "type": "proposed_effective", "title": "Proposed tariff effective date", "start_date": "2026-03-29", "date_precision": "exact_day", "date_basis": "utility_guidance", "date_status": "completed", "source_id": "source-nfg-filing-letter", "note": "Proposed date only; the tariff was suspended." }, { "id": "event-nfg-reply-briefs", "type": "brief_deadline", "title": "Reply briefs filed", "start_date": "2026-07-02", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-nfg-docket" }, { "id": "event-nfg-suspension-expires", "type": "suspension_expires", "title": "Suspension expires — not a scheduled decision", "start_date": "2026-10-29", "date_precision": "exact_day", "date_basis": "statutory_deadline", "date_status": "scheduled", "source_id": "source-nfg-suspension", "note": "The Commission may act sooner; no decision date has been scheduled." } ], "sources": [ { "id": "source-nfg-docket", "type": "commission_docket", "title": "National Fuel Gas Distribution rate case docket", "url": "https://www.puc.pa.gov/docket/R-2025-3059428", "excerpt": "Active docket with a December case record, January tariff filing, and July 2 reply briefs.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports docket status and procedural chronology.", "reviewed_at": "2026-07-14T13:40:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" }, { "id": "source-nfg-filing-letter", "type": "commission_filing", "title": "Cover letter to National Fuel rate increase filing", "url": "https://www.puc.pa.gov/pcdocs/1912172.pdf", "document_date": "2026-01-28", "page": 1, "excerpt": "National Fuel sought approximately $19.7 million; an average residential bill would rise $4.95, or 5.9%.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports the filing date, proposed effective date, request, and bill impact.", "reviewed_at": "2026-07-14T13:40:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "B" }, { "id": "source-nfg-company-release", "type": "company_webpage", "title": "National Fuel requests base delivery rate increase for Pennsylvania customers", "url": "https://www.nationalfuel.com/news/national-fuel-requests-base-delivery-rate-increase-for-pennsylvania-customers/", "document_date": "2026-01-28", "excerpt": "The request equals 7.4% of total revenues and an estimated 5.9% residential bill increase.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Official company page provides the requested percentage not stated in the cover letter.", "reviewed_at": "2026-07-14T13:40:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "C" }, { "id": "source-nfg-suspension", "type": "commission_filing", "title": "National Fuel suspension tariff supplement", "url": "https://www.puc.pa.gov/pcdocs/1915718.pdf", "document_date": "2026-02-23", "page": 3, "excerpt": "Supplement No. 294 is suspended until October 29, 2026.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports the suspension expiration only, not an expected order date.", "reviewed_at": "2026-07-14T13:40:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" } ], "last_verified_at": "2026-07-14T13:40:00-04:00", "last_source_scan": "2026-07-14T13:00:00-04:00", "last_material_change": "2026-07-02T00:00:00-04:00", "last_record_updated": "2026-07-14T13:40:00-04:00", "last_human_verified": "2026-07-14T13:40:00-04:00", "review": { "status": "approved", "notes": "No fabricated next event; October 29 is retained only as a statutory suspension backstop." }, "display": { "utility_name": "National Fuel Gas Distribution Corporation — Pennsylvania", "utility_short_name": "National Fuel Gas", "utility_website_url": "https://www.nationalfuel.com/", "utility_source_url": "https://www.nationalfuel.com/corporate/an-integrated-energy-company/", "parent_company_name": "National Fuel Gas Company", "parent_ticker": "NFG", "parent_website_url": "https://www.nationalfuel.com/", "commission_name": "Pennsylvania Public Utility Commission", "status_label": "Briefing complete · docket active" } }, { "schema_version": "0.2.0", "id": "case-pa-puc-r-2025-3059430", "state": "PA", "commission_id": "commission-pa-puc", "docket_number": "R-2025-3059430", "title": "UGI Utilities Electric Division general rate case", "slug": "ugi-electric-r-2025-3059430", "case_type": "general_rate_case", "service": "electric", "utility_id": "utility-ugi-electric", "parent_company_id": "company-ugi-corporation", "status_axes": { "commission_record": "active", "procedural_stage": "testimony", "economics_stage": "requested", "implementation_stage": "suspended", "review_stage": "none" }, "summary": "UGI Electric publicly filed tariffs on March 27 seeking a $17.283 million, or 11.89%, annual increase. Evidentiary hearings are scheduled August 12–14; the January 1, 2027 suspension expiration is a backstop, not a decision date.", "investor_takeaway": "The case remains litigated. The hearing notice supplies the next official event, while settlement, recommended, and authorized economics remain unavailable.", "next_event_id": "event-ugi-electric-evidentiary-hearing", "metric_observations": [ { "id": "observation-ugi-electric-revenue-request", "metric": "annual_revenue_change", "stage": "utility_request", "party_id": "utility-ugi-electric", "value": 17283000, "unit": "USD_per_year", "scope": "electric distribution base rates", "service": "electric", "gross_or_net": "gross", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-03-27", "source_id": "source-ugi-electric-statement" }, { "id": "observation-ugi-electric-revenue-percent-request", "metric": "revenue_change_percentage", "stage": "utility_request", "party_id": "utility-ugi-electric", "value": 11.89, "unit": "percent", "scope": "annual jurisdictional revenues", "service": "electric", "gross_or_net": "gross", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-03-27", "source_id": "source-ugi-electric-statement" }, { "id": "observation-ugi-electric-residential-impact-request", "metric": "residential_monthly_bill_impact", "stage": "utility_request", "party_id": "utility-ugi-electric", "value": 12.8, "unit": "percent", "scope": "residential customer using 1,000 kWh per month", "service": "electric", "gross_or_net": "not_applicable", "annualization": "not_applicable", "derivation": "explicit", "as_of_date": "2026-03-27", "source_id": "source-ugi-electric-statement" } ], "timeline": [ { "id": "event-ugi-electric-case-received", "type": "case_received", "title": "Case record received by Commission", "start_date": "2025-12-19", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ugi-electric-docket" }, { "id": "event-ugi-electric-case-posted", "type": "case_posted", "title": "Case record posted by Commission", "start_date": "2025-12-22", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ugi-electric-docket" }, { "id": "event-ugi-electric-tariff-filed", "type": "tariff_filed", "title": "Public tariff filing submitted", "start_date": "2026-03-27", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ugi-electric-statement" }, { "id": "event-ugi-electric-proposed-effective", "type": "proposed_effective", "title": "Proposed tariff effective date", "start_date": "2026-06-01", "date_precision": "exact_day", "date_basis": "utility_guidance", "date_status": "completed", "source_id": "source-ugi-electric-statement", "note": "Proposed date only; the tariff was suspended." }, { "id": "event-ugi-electric-hearing-notice", "type": "other_material_event", "title": "Evidentiary hearing notice published", "start_date": "2026-07-09", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ugi-electric-hearing" }, { "id": "event-ugi-electric-evidentiary-hearing", "type": "hearing", "title": "Evidentiary hearings", "start_date": "2026-08-12", "end_date": "2026-08-14", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "scheduled", "source_id": "source-ugi-electric-hearing" }, { "id": "event-ugi-electric-suspension-expires", "type": "suspension_expires", "title": "Suspension expires — not a scheduled decision", "start_date": "2027-01-01", "date_precision": "exact_day", "date_basis": "statutory_deadline", "date_status": "scheduled", "source_id": "source-ugi-electric-suspension", "note": "The Commission may act sooner; no decision date is inferred." } ], "sources": [ { "id": "source-ugi-electric-docket", "type": "commission_docket", "title": "UGI Electric rate case docket", "url": "https://www.puc.pa.gov/docket/R-2025-3059430", "excerpt": "Active docket with separate December case dates and the March public tariff filing.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Prevents the raw confidential case record from becoming the public filing date or summary.", "reviewed_at": "2026-07-14T13:45:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" }, { "id": "source-ugi-electric-statement", "type": "commission_filing", "title": "UGI Electric statement of reasons", "url": "https://www.puc.pa.gov/pcdocs/1920863.pdf", "document_date": "2026-03-27", "page": 1, "excerpt": "UGI Electric requested $17.283 million, or 11.89%, with a 12.8% residential bill impact.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports filing economics and the proposed June 1 effective date.", "reviewed_at": "2026-07-14T13:45:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "B" }, { "id": "source-ugi-electric-hearing", "type": "commission_filing", "title": "Initial in-person hearings notice", "url": "https://www.puc.pa.gov/pcdocs/1938904.pdf", "document_date": "2026-07-09", "page": 1, "excerpt": "Evidentiary hearings are scheduled August 12, 13, and 14, 2026 at 10 a.m.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Official source for the next event and its date range.", "reviewed_at": "2026-07-14T13:45:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" }, { "id": "source-ugi-electric-suspension", "type": "commission_filing", "title": "UGI Electric suspension tariff supplement", "url": "https://www.puc.pa.gov/pcdocs/1927478.pdf", "document_date": "2026-05-05", "page": 1, "excerpt": "The proposed rates are suspended until January 1, 2027.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports the suspension expiration only, not a scheduled order date.", "reviewed_at": "2026-07-14T13:45:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" } ], "last_verified_at": "2026-07-14T13:45:00-04:00", "last_source_scan": "2026-07-14T13:00:00-04:00", "last_material_change": "2026-07-09T00:00:00-04:00", "last_record_updated": "2026-07-14T13:45:00-04:00", "last_human_verified": "2026-07-14T13:45:00-04:00", "review": { "status": "approved", "notes": "Hearing dates come from the notice itself; its July 9 publication date is not treated as the hearing date." }, "display": { "utility_name": "UGI Utilities, Inc. — Electric Division", "utility_short_name": "UGI Electric", "utility_website_url": "https://www.ugi.com/", "utility_source_url": "https://www.ugi.com/rate-filing/", "parent_company_name": "UGI Corporation", "parent_ticker": "UGI", "parent_website_url": "https://www.ugicorp.com/", "commission_name": "Pennsylvania Public Utility Commission", "status_label": "Testimony; hearing scheduled · docket active" } }, { "schema_version": "0.2.0", "id": "case-pa-puc-r-2025-3059523", "state": "PA", "commission_id": "commission-pa-puc", "docket_number": "R-2025-3059523", "title": "UGI Utilities Gas Division general rate case", "slug": "ugi-gas-r-2025-3059523", "case_type": "general_rate_case", "service": "gas", "utility_id": "utility-ugi-gas", "parent_company_id": "company-ugi-corporation", "status_axes": { "commission_record": "active", "procedural_stage": "settlement_pending", "economics_stage": "settlement_pending", "implementation_stage": "suspended", "review_stage": "none" }, "summary": "UGI Gas requested $99.368 million. The parties filed a $65 million two-step black-box settlement on July 9; Commission approval remains pending and the settlement does not specify one agreed ROE.", "investor_takeaway": "The settlement is below both the original and latest utility positions, but above I&E's updated recommendation. Neither rate step is authorized yet.", "next_event_id": "event-ugi-gas-comments-due", "metric_observations": [ { "id": "observation-ugi-gas-revenue-request", "metric": "annual_revenue_change", "stage": "utility_request", "party_id": "utility-ugi-gas", "value": 99368000, "unit": "USD_per_year", "scope": "natural-gas distribution base rates", "service": "gas", "gross_or_net": "gross", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-01-28", "source_id": "source-ugi-gas-settlement-positions" }, { "id": "observation-ugi-gas-revenue-rejoinder", "metric": "annual_revenue_change", "stage": "utility_rejoinder", "party_id": "utility-ugi-gas", "value": 91438000, "unit": "USD_per_year", "scope": "revised natural-gas distribution base-rate claim", "service": "gas", "gross_or_net": "gross", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-06-19", "source_id": "source-ugi-gas-settlement-positions" }, { "id": "observation-ugi-gas-revenue-staff-initial", "metric": "annual_revenue_change", "stage": "staff", "party_id": "party-pa-puc-ie", "value": 53385000, "unit": "USD_per_year", "scope": "I&E initial revenue recommendation", "service": "gas", "gross_or_net": "gross", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-05-08", "source_id": "source-ugi-gas-settlement-positions" }, { "id": "observation-ugi-gas-revenue-staff-updated", "metric": "annual_revenue_change", "stage": "staff", "party_id": "party-pa-puc-ie", "value": 56706000, "unit": "USD_per_year", "scope": "I&E updated surrebuttal recommendation", "service": "gas", "gross_or_net": "gross", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-06-05", "source_id": "source-ugi-gas-settlement-positions" }, { "id": "observation-ugi-gas-revenue-oca-updated", "metric": "annual_revenue_change", "stage": "consumer_advocate", "party_id": "party-pa-oca", "value": -15400000, "unit": "USD_per_year", "scope": "OCA updated revenue recommendation; decrease", "service": "gas", "gross_or_net": "gross", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-06-05", "source_id": "source-ugi-gas-settlement-positions" }, { "id": "observation-ugi-gas-revenue-settlement", "metric": "annual_revenue_change", "stage": "settlement", "party_id": "parties-ugi-gas-settlement", "value": 65000000, "unit": "USD_per_year", "scope": "proposed two-step distribution base-rate settlement", "service": "gas", "gross_or_net": "gross", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-07-09", "source_id": "source-ugi-gas-settlement-terms" }, { "id": "observation-ugi-gas-roe-request", "metric": "return_on_equity", "stage": "utility_request", "party_id": "utility-ugi-gas", "value": 10.75, "unit": "percent", "scope": "proposed common-equity return", "service": "gas", "gross_or_net": "not_applicable", "annualization": "not_applicable", "derivation": "explicit", "as_of_date": "2026-01-28", "source_id": "source-ugi-gas-settlement-positions" }, { "id": "observation-ugi-gas-roe-staff", "metric": "return_on_equity", "stage": "staff", "party_id": "party-pa-puc-ie", "value": 9.81, "unit": "percent", "scope": "I&E direct-testimony recommendation", "service": "gas", "gross_or_net": "not_applicable", "annualization": "not_applicable", "derivation": "explicit", "as_of_date": "2026-05-08", "source_id": "source-ugi-gas-settlement-positions" }, { "id": "observation-ugi-gas-roe-oca", "metric": "return_on_equity", "stage": "consumer_advocate", "party_id": "party-pa-oca", "value": 8.8, "unit": "percent", "scope": "OCA direct-testimony recommendation", "service": "gas", "gross_or_net": "not_applicable", "annualization": "not_applicable", "derivation": "explicit", "as_of_date": "2026-05-08", "source_id": "source-ugi-gas-settlement-positions" }, { "id": "observation-ugi-gas-roe-settlement-missing", "metric": "return_on_equity", "stage": "settlement", "party_id": "parties-ugi-gas-settlement", "value": null, "unit": "percent", "scope": "proposed settlement return on equity", "service": "gas", "gross_or_net": "not_applicable", "annualization": "not_applicable", "derivation": "explicit", "as_of_date": "2026-07-09", "source_id": "source-ugi-gas-settlement-black-box", "missing_reason": "not_specified_in_black_box_settlement" }, { "id": "observation-ugi-gas-equity-request", "metric": "common_equity_ratio", "stage": "utility_request", "party_id": "utility-ugi-gas", "value": 54.25, "unit": "percent", "scope": "proposed ratemaking capital structure", "service": "gas", "gross_or_net": "not_applicable", "annualization": "not_applicable", "derivation": "explicit", "as_of_date": "2026-01-28", "source_id": "source-ugi-gas-settlement-capital" }, { "id": "observation-ugi-gas-equity-settlement-missing", "metric": "common_equity_ratio", "stage": "settlement", "party_id": "parties-ugi-gas-settlement", "value": null, "unit": "percent", "scope": "proposed settlement ratemaking capital structure", "service": "gas", "gross_or_net": "not_applicable", "annualization": "not_applicable", "derivation": "explicit", "as_of_date": "2026-07-09", "source_id": "source-ugi-gas-settlement-black-box", "missing_reason": "not_specified_in_black_box_settlement" } ], "rate_steps": [ { "id": "rate-step-ugi-gas-settlement-1", "stage": "settlement", "amount": 40000000, "effective_event_id": "event-ugi-gas-step-1-effective", "source_id": "source-ugi-gas-settlement-terms" }, { "id": "rate-step-ugi-gas-settlement-2", "stage": "settlement", "amount": 25000000, "effective_event_id": "event-ugi-gas-step-2-effective", "source_id": "source-ugi-gas-settlement-terms" } ], "timeline": [ { "id": "event-ugi-gas-case-received", "type": "case_received", "title": "Case record received by Commission", "start_date": "2025-12-29", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ugi-gas-docket" }, { "id": "event-ugi-gas-case-posted", "type": "case_posted", "title": "Case record posted by Commission", "start_date": "2025-12-30", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ugi-gas-docket" }, { "id": "event-ugi-gas-tariff-filed", "type": "tariff_filed", "title": "Public tariff filing submitted", "start_date": "2026-01-28", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ugi-gas-suspension" }, { "id": "event-ugi-gas-proposed-effective", "type": "proposed_effective", "title": "Proposed tariff effective date", "start_date": "2026-03-29", "date_precision": "exact_day", "date_basis": "utility_guidance", "date_status": "completed", "source_id": "source-ugi-gas-suspension", "note": "Proposed date only; the tariff was suspended." }, { "id": "event-ugi-gas-settlement-filed", "type": "settlement_filed", "title": "Joint settlement filed; approval pending", "start_date": "2026-07-09", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-ugi-gas-docket", "note": "The settlement document is dated July 6 and was filed and published July 9." }, { "id": "event-ugi-gas-comments-due", "type": "brief_deadline", "title": "Settlement comments due", "start_date": "2026-07-15", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "scheduled", "source_id": "source-ugi-gas-settlement-terms" }, { "id": "event-ugi-gas-suspension-expires", "type": "suspension_expires", "title": "Suspension expires — not a scheduled decision", "start_date": "2026-10-29", "date_precision": "exact_day", "date_basis": "statutory_deadline", "date_status": "scheduled", "source_id": "source-ugi-gas-suspension" }, { "id": "event-ugi-gas-step-1-effective", "type": "rates_effective", "title": "Proposed settlement step 1 effective", "start_date": "2026-10-01", "date_precision": "exact_day", "date_basis": "proposed_settlement", "date_status": "conditional", "source_id": "source-ugi-gas-settlement-terms", "condition": "October 1, 2026, or one day's notice after the Commission order, whichever is later; Commission approval required.", "rate_step": 1, "amount": 40000000 }, { "id": "event-ugi-gas-step-2-effective", "type": "rates_effective", "title": "Proposed settlement step 2 effective", "start_date": "2027-10-01", "date_precision": "exact_day", "date_basis": "proposed_settlement", "date_status": "conditional", "source_id": "source-ugi-gas-settlement-terms", "condition": "Commission approval of the proposed settlement is required.", "rate_step": 2, "amount": 25000000 } ], "sources": [ { "id": "source-ugi-gas-docket", "type": "commission_docket", "title": "UGI Gas rate case docket", "url": "https://www.puc.pa.gov/docket/R-2025-3059523", "excerpt": "Active docket showing the July 9 filing and publication of the joint settlement petition.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports Commission record dates and the settlement filing date.", "reviewed_at": "2026-07-14T13:55:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" }, { "id": "source-ugi-gas-suspension", "type": "commission_filing", "title": "UGI Gas suspension tariff supplement", "url": "https://www.puc.pa.gov/pcdocs/1916059.pdf", "document_date": "2026-02-27", "page": 1, "excerpt": "The January 28 tariff is suspended until October 29, 2026.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports filing, proposed-effective, and suspension-expiration dates.", "reviewed_at": "2026-07-14T13:55:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" }, { "id": "source-ugi-gas-settlement-terms", "type": "commission_filing", "title": "Joint petition for approval of settlement — rate steps", "url": "https://www.puc.pa.gov/pcdocs/1938705.pdf", "document_date": "2026-07-06", "page": 9, "excerpt": "The $65 million settlement has a conditional $40 million first step and a $25 million second step.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports the settlement amount, two rate steps, conditional date, and stay-out.", "reviewed_at": "2026-07-14T13:55:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "B" }, { "id": "source-ugi-gas-settlement-positions", "type": "commission_filing", "title": "Joint petition for approval of settlement — litigated positions", "url": "https://www.puc.pa.gov/pcdocs/1938705.pdf", "document_date": "2026-07-06", "page": 135, "excerpt": "Summarizes the request, I&E and OCA positions, and UGI Gas's latest rejoinder position.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Preserves party and stage for each revenue and ROE observation.", "reviewed_at": "2026-07-14T13:55:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "B" }, { "id": "source-ugi-gas-settlement-black-box", "type": "commission_filing", "title": "Joint petition for approval of settlement — black-box treatment", "url": "https://www.puc.pa.gov/pcdocs/1938705.pdf", "document_date": "2026-07-06", "page": 45, "excerpt": "The black-box settlement does not include an imputed capital structure or one settlement ROE.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Explains why settlement ROE and equity ratio are explicitly missing.", "reviewed_at": "2026-07-14T13:55:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "B" }, { "id": "source-ugi-gas-settlement-capital", "type": "commission_filing", "title": "Joint petition for approval of settlement — capital structure positions", "url": "https://www.puc.pa.gov/pcdocs/1938705.pdf", "document_date": "2026-07-06", "page": 122, "excerpt": "UGI Gas proposed a 54.25% common-equity ratio; the settlement does not adopt one capital structure.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports the utility capital-structure request and avoids implying settlement adoption.", "reviewed_at": "2026-07-14T13:55:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "B" } ], "last_verified_at": "2026-07-14T13:55:00-04:00", "last_source_scan": "2026-07-14T13:00:00-04:00", "last_material_change": "2026-07-09T00:00:00-04:00", "last_record_updated": "2026-07-14T13:55:00-04:00", "last_human_verified": "2026-07-14T13:55:00-04:00", "review": { "status": "approved", "notes": "Proposed settlement only. No authorized economics or implied settlement ROE is published." }, "display": { "utility_name": "UGI Utilities, Inc. — Gas Division", "utility_short_name": "UGI Gas", "utility_website_url": "https://www.ugi.com/", "utility_source_url": "https://www.ugicorp.com/investors/investor-overview/ugi-businesses/", "parent_company_name": "UGI Corporation", "parent_ticker": "UGI", "parent_website_url": "https://www.ugicorp.com/", "commission_name": "Pennsylvania Public Utility Commission", "status_label": "Settlement filed — approval pending · docket active" } }, { "schema_version": "0.2.0", "id": "case-pa-puc-r-2026-3060855", "state": "PA", "commission_id": "commission-pa-puc", "docket_number": "R-2026-3060855", "title": "Peoples Natural Gas general rate case", "slug": "peoples-natural-gas-r-2026-3060855", "case_type": "general_rate_case", "service": "gas", "utility_id": "utility-peoples-natural-gas", "parent_company_id": "company-essential-utilities", "status_axes": { "commission_record": "active", "procedural_stage": "testimony", "economics_stage": "party_positions_available", "implementation_stage": "suspended", "review_stage": "none" }, "summary": "Peoples Natural Gas publicly filed tariffs on March 27 seeking a $163.2 million, or 13.8%, annual increase. Evidentiary hearings are scheduled for August 5–7; the December 26 suspension expiration is not a scheduled decision date.", "investor_takeaway": "The official hearing is the next calendar event. The case remains litigated, and no Commission decision date or authorized economics are available.", "next_event_id": "event-peoples-evidentiary-hearing", "metric_observations": [ { "id": "observation-peoples-revenue-request", "metric": "annual_revenue_change", "stage": "utility_request", "party_id": "utility-peoples-natural-gas", "value": 163200000, "unit": "USD_per_year", "scope": "natural-gas base rates", "service": "gas", "gross_or_net": "gross", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-03-27", "source_id": "source-peoples-statement" }, { "id": "observation-peoples-revenue-percent-request", "metric": "revenue_change_percentage", "stage": "utility_request", "party_id": "utility-peoples-natural-gas", "value": 13.8, "unit": "percent", "scope": "current annual operating revenues", "service": "gas", "gross_or_net": "gross", "annualization": "annualized", "derivation": "explicit", "as_of_date": "2026-03-27", "source_id": "source-peoples-statement" }, { "id": "observation-peoples-residential-impact-request", "metric": "residential_monthly_bill_impact", "stage": "utility_request", "party_id": "utility-peoples-natural-gas", "value": 13.1, "unit": "percent", "scope": "residential customer using 86 Mcf per year", "service": "gas", "gross_or_net": "not_applicable", "annualization": "not_applicable", "derivation": "explicit", "as_of_date": "2026-03-27", "source_id": "source-peoples-statement" } ], "timeline": [ { "id": "event-peoples-case-received", "type": "case_received", "title": "Case record received by Commission", "start_date": "2026-02-24", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-peoples-docket" }, { "id": "event-peoples-case-posted", "type": "case_posted", "title": "Case record posted by Commission", "start_date": "2026-03-04", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-peoples-docket" }, { "id": "event-peoples-tariff-filed", "type": "tariff_filed", "title": "Public tariff filing submitted", "start_date": "2026-03-27", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "completed", "source_id": "source-peoples-statement" }, { "id": "event-peoples-proposed-effective", "type": "proposed_effective", "title": "Proposed tariff effective date", "start_date": "2026-05-26", "date_precision": "exact_day", "date_basis": "utility_guidance", "date_status": "completed", "source_id": "source-peoples-statement", "note": "Proposed date only; the tariffs were suspended." }, { "id": "event-peoples-evidentiary-hearing", "type": "hearing", "title": "Evidentiary hearings", "start_date": "2026-08-05", "end_date": "2026-08-07", "date_precision": "exact_day", "date_basis": "official_commission", "date_status": "scheduled", "source_id": "source-peoples-hearing" }, { "id": "event-peoples-suspension-expires", "type": "suspension_expires", "title": "Suspension expires — not a scheduled decision", "start_date": "2026-12-26", "date_precision": "exact_day", "date_basis": "statutory_deadline", "date_status": "scheduled", "source_id": "source-peoples-suspension", "note": "The Commission may act sooner; this is not an official decision date." } ], "sources": [ { "id": "source-peoples-docket", "type": "commission_docket", "title": "Peoples Natural Gas rate case docket", "url": "https://www.puc.pa.gov/docket/R-2026-3060855", "excerpt": "Active docket with a February 24 case date, March 4 posting date, and July discovery activity.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Separates Commission record dates from the public tariff filing date.", "reviewed_at": "2026-07-14T13:35:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" }, { "id": "source-peoples-statement", "type": "utility_filing", "title": "Peoples Natural Gas statement of reasons", "url": "https://www.peoples-gas.com/sites/default/files/2026-04/png-2026-rate-case-statement-of-reasons-final_1.pdf", "document_date": "2026-03-27", "page": 1, "excerpt": "Peoples requested $163.2 million, or 13.8%, with a 13.1% residential bill impact.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports the public filing economics and proposed effective date.", "reviewed_at": "2026-07-14T13:35:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "B" }, { "id": "source-peoples-hearing", "type": "commission_filing", "title": "In-person evidentiary hearing notice", "url": "https://www.puc.pa.gov/pcdocs/1927670.pdf", "document_date": "2026-05-06", "page": 1, "excerpt": "Evidentiary hearings are scheduled August 5, 6, and 7, 2026 at 10 a.m.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Official source for the next event and its date range.", "reviewed_at": "2026-07-14T13:35:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" }, { "id": "source-peoples-suspension", "type": "commission_filing", "title": "Peoples suspension tariff supplements", "url": "https://www.puc.pa.gov/pcdocs/1926050.pdf", "document_date": "2026-04-24", "page": 1, "excerpt": "The proposed tariffs are suspended through December 26, 2026.", "retrieved_at": "2026-07-14T13:00:00-04:00", "evidence_note": "Supports the statutory backstop, not a decision date.", "reviewed_at": "2026-07-14T13:35:00-04:00", "reviewed_by": "human", "extraction_method": "manual", "confidence": "high", "evidence_grade": "A" } ], "last_verified_at": "2026-07-14T13:35:00-04:00", "last_source_scan": "2026-07-14T13:00:00-04:00", "last_material_change": "2026-07-13T00:00:00-04:00", "last_record_updated": "2026-07-14T13:35:00-04:00", "last_human_verified": "2026-07-14T13:35:00-04:00", "review": { "status": "approved", "notes": "December 26 is modeled only as a suspension expiration; no decision date is inferred." }, "display": { "utility_name": "Peoples Natural Gas Company LLC", "utility_short_name": "Peoples Natural Gas", "utility_website_url": "https://www.peoples-gas.com/", "utility_source_url": "https://www.peoples-gas.com/news/peoples-requests-base-rate-changes-continue-its-pipeline-modernization-program", "parent_company_name": "Essential Utilities, Inc.", "parent_ticker": "WTRG", "parent_website_url": "https://www.essential.co/", "commission_name": "Pennsylvania Public Utility Commission", "status_label": "Testimony; hearing scheduled · docket active" } } ] }