BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



           ----------------------------------------------------------------- 
          |SENATE RULES COMMITTEE            |                        SB 448|
          |Office of Senate Floor Analyses   |                              |
          |1020 N Street, Suite 524          |                              |
          |(916) 651-1520         Fax: (916) |                              |
          |327-4478                          |                              |
           ----------------------------------------------------------------- 
           
                                           
                                    THIRD READING


          Bill No:  SB 448
          Author:   Leno (D)
          Amended:  5/24/13
          Vote:     21

           
           SENATE ENERGY, UTILITIES & COMMUNICATIONS COMM.  :  6-4, 4/16/13
          AYES:  Padilla, Corbett, De Le�n, DeSaulnier, Hill, Wolk
          NOES:  Fuller, Cannella, Knight, Wright
          NO VOTE RECORDED:  Pavley

           SENATE TRANSPORTATION & HOUSING COMMITTEE  :  8-3, 4/30/13
          AYES:  DeSaulnier, Beall, Galgiani, Hueso, Lara, Liu, Pavley,  
            Roth
          NOES:  Gaines, Cannella, Wyland

           SENATE APPROPRIATIONS COMMITTEE  :  5-2, 5/23/13
          AYES:  De Le�n, Hill, Lara, Padilla, Steinberg
          NOES:  Walters, Gaines


           SUBJECT  :    Energy:  petroleum supply and pricing

           SOURCE  :     Author


           DIGEST  :    This bill requires the California Energy Commission  
          (CEC) to investigate suspected motor vehicle fuel price  
          manipulation and make recommendations to the Legislature on how  
          to limit motor vehicle fuel price volatility.

           ANALYSIS  :    Existing federal law prohibits market manipulation  
          of crude oil gasoline, petroleum, or natural gas.
                                                                CONTINUED





                                                                     SB 448
                                                                     Page  
          2


          Existing state law:

          1. Mandates the CEC to monitor gasoline pricing throughout the  
             state and report on price volatility under the Petroleum  
             Industry Information Reporting Act of 1980 (PIIRA). 

          2. Requires the CEC, each quarter, to report to the Legislature  
             and Governor a summary, an analysis, and an interpretation of  
             this information.  In addition, the CEC must prepare a  
             biennial assessment of the information it receives from oil  
             refiners and marketers and include that information in the  
             Integrated Energy Policy Report, a statutorily-required  
             document that forecasts energy supply and demand and  
             evaluates current energy issues facing the state.

          3. Deposits revenues from oil and gas leases on public lands  
             into the General Fund.

          This bill:

          1. Requires the CEC to build on the analysis it must perform  
             pursuant to the PIIRA by: 

             A.    Identifying data currently collected or developed by  
                the CEC necessary to determine whether such manipulation  
                is occurring, including data on production, emissions,  
                operations, sales volumes, and price for individual  
                producers, as well as market wide pricing data.

             B.    Establishing an analytical methodology to evaluate  
                whether fuel price manipulation is occurring at the  
                producer, importer and bulk trader level analysis, and  
                market wide.

             C     Analyzing the data and investigating for suspected  
                price manipulation at both the individual business and  
                producer levels.

          2. Directs the CEC to work with the Air Resources Board and  
             other relevant state agencies to include in its biennial  
             assessment required under PIIRA a report on further  
             legislative recommendations to limit the amount of price  
             volatility and comparative price increase in the California  

                                                                CONTINUED





                                                                     SB 448
                                                                     Page  
          3

             motor vehicle fuel market.  The report must include an  
             evaluation of strategies that increase fuel storage, leverage  
             the state's purchasing power relative to its own fleet, and  
             increase timely imports of fuels during price swings. 

          3. Allows the CEC to implement its provisions upon appropriation  
             by the Legislature from monies collected as royalty payments  
             from specified oil and gas leases on public lands.

          4. Specifies that there is no requirement for the CEC to make  
             final findings or determinations that market manipulation has  
             occurred or is occurring.

           Background
           
          Recent spikes in gasoline and diesel prices have renewed  
          concerns regarding potential market manipulation by gas  
          companies.  In 2012, two gasoline price spikes were blamed in  
          media reports on oil refinery issues that occurred prior to the  
          spikes.  The BP Cherry Point refinery had a fire on February 17,  
          2012. Subsequently, in May 2012, gasoline prices rose by about  
          15 cents per gallon.  Another refinery fire, this time at the  
          Chevron Richmond facility occurred on August 6, 2012.  It, along  
          with an electrical outage at Exxon's Torrance refinery on  
          October 1 2012, was reportedly linked to a 50 cent per gallon  
          price spike in October 2012.  The October spike sent gas prices  
          to near record levels.  To alleviate costs, Governor Brown  
          issued an order allowing the winter-blend gasoline to be sold  
          early in the state. 

          On November 15, 2012, the author held an informational hearing  
          under the Select Committee on Bay Area Transportation which  
          discussed California oil refineries, gasoline supply, market  
          power, and gas price volatility. At the hearing, testimony was  
          heard from the CEC, the Western States Petroleum Association,  
          Severin Borenstein (Director of UC Energy Institute), and Robert  
          McCullough (McCullough Research). 

          A report by the UC Energy Institute from 2004 examined fuel  
          price volatility and market power.  The report examined the  
          importation, refinement, and storage of fuel and the potential  
          for firms to exercise market power.  Results of the study showed  
          that the exercise of market power could be used to explain price  
          volatility, but that volatility was also consistent with  

                                                                CONTINUED





                                                                     SB 448
                                                                     Page  
          4

          competitive markets.  The report highlighted the difficulty in  
          determining if fluctuations in the market are a result of  
          competitive forces or market manipulation.

          Another report by McCullough Research showed that the price  
          spikes occurred while crude oil prices were declining, and  
          inventories were increasing.  This report raised suspicions  
          about market manipulation by oil companies.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No


          According to the Senate Appropriations Committee:


           One-time initial cost pressures of $150,000 on the General  
            Fund for the CEC to establish the definition for fuel market  
            manipulation and to develop the analytical methodology to  
            identify signs of fuel price manipulation.

           Ongoing annual cost pressures of $450,000 on the General Fund  
            for 4 PYs at the CEC to obtain, manage, and analyze data for  
            signs of fuel pricing manipulation and for required reporting  
            to the Legislature.


           SUPPORT  :   (Verified  5/24/13)

          Asian Pacific Environmental Networks
          Communities for a Better Environment
          Consumer Action
          Consumer Federation of California
          Consumers Union
          Environmental Defense Fund
          Greenlining Institute
          Sierra Club California
          The Greenlining Institute
          United Steel Workers, District 12

           OPPOSITION  :    (Verified  5/24/13)

          Western States Petroleum Association


                                                                CONTINUED





                                                                     SB 448
                                                                     Page  
          5

           ARGUMENTS IN SUPPORT  :    According to the author's office this  
          bill is aimed at ensuring all Californians are not paying more  
          at the pump because of illegal price manipulation, and further  
          aims to ensure the state is on a longer term path to decreased  
          gas prices.  The author's office argues that federal statutes  
          that are intended to prevent market manipulation are  
          insufficient, because they do not have regulatory standards or  
          methodologies by which to judge the acts, practices, or courses  
          of business, including whether concentration of market power or  
          price setting constitutes an illegal practice.  The Office  
          established by this bill addresses these inadequacies.

           ARGUMENTS IN OPPOSITION  :    Western States Petroleum Association  
          writes, "This expanded authority would be funded by moneys  
          collected from royalty payments to California from oil and gas  
          leases, diverting money from the general fund.  This bill is  
          duplicative of existing authority of the California Attorney  
          General, U.S. Department of Justice and the Federal Trade  
          Commission.  All of these entities can investigate and monitor  
          anti-competitive activities."  
           

          JGAL:nld  5/25/13   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

                                   ****  END  ****


















                                                                CONTINUED