In California, the story is power
The real culprit? After the break.
The real culprit is the high cost of housing in California. According to this SF Chronicle story:
The power crunch is the result not just of the hot weather, but of an electricity demand that has soared 40 percent over the past five years, in part because of population grown in hot inland areas such as the Central Valley.
Yes, the people who live in places like Tracy and Fairfield and who are doomed to long commutes into the Bay Area are the same ones whose tract houses in sun-blasted inland valleys are drawing all the power.