Rate Case Analysis · NYSEG · Case 25-E-0375

The Storm Bill:
What Customers Are
Really Paying For

A new charge appeared on NYSEG bills in February 2025. Then came a request for an even larger rate increase. Regulators found the utility hadn't met its reliability targets in six straight years. Here's what it all means for you.

$680M
Storm recovery costs already being charged on bills since Feb 2025
35%
Proposed electricity delivery rate increase filed June 2025
6 yrs
Consecutive years NYSEG missed enforceable reliability standards

A New Line on Your Bill — and Where It Came From

If you've opened a NYSEG electric bill since February 2025, you may have noticed something new: a line called the "Recovery Charge." It isn't a mistake, and it isn't going away soon. It's the result of a formal legal process that moved nearly a decade's worth of storm costs directly onto customer bills — and it runs parallel to, not instead of, the company's latest request for a major rate hike.

Here's how it happened. Over roughly the past decade, NYSEG accumulated approximately $680 million in storm restoration expenses — money spent repairing power lines, restoring electricity after major weather events, and rebuilding infrastructure damaged by storms.[1] The company argued it hadn't yet collected these costs from customers through the normal rate-setting process.[1]

In August 2024, NYSEG petitioned the New York State Public Service Commission (PSC) to use a new financial tool — called securitization — to recover those costs.[2] New York Governor Kathy Hochul had signed legislation earlier that year making this mechanism available to utilities.[3] Think of it like refinancing a mortgage to get a lower interest rate: instead of recovering storm costs quickly at high rates through traditional ratemaking, the utility issues long-term bonds at lower rates, with customers paying off those bonds over time.[4]

How Securitization Was Described to Customers

NYSEG's own materials explained it this way: "Securitization is similar to refinancing your mortgage to secure a lower interest rate." The company said it would reduce the short-term impact on bills compared to traditional ratemaking.[4]

The PSC approved the petition on December 19, 2024 — authorizing NYSEG to issue approximately $680 million in securitized debt, plus about $27.2 million in upfront financing costs.[2] The bonds were then sold to investors through a special-purpose entity, with the proceeds going to NYSEG and the repayment obligation flowing through customer bills as the Recovery Charge.[5]

NYSEG ultimately raised $710.6 million through the bond issuance, structured in three tranches with maturity dates in 2031, 2034, and 2037 — meaning customers will be paying this charge for over a decade.[3]

What This Looks Like on a Real Person's Bill

Regulatory filings and bond prospectuses can make large numbers feel abstract. They're not.

Alison Miller lives in a 700-square-foot apartment in NYSEG's service territory. Despite qualifying for energy assistance credits, she reported paying nearly $140 in Recovery Charges since March 2025 — money flowing directly to bondholders to cover the cost of past storms.

Source: Fingerlakes1.com, October 6, 2025 [6]

The PSC estimated the average residential customer using 600 kilowatt-hours per month would see a 1.43% total bill increase in the first year from the Recovery Charge alone.[2] That may sound modest in percentage terms. But it compounds on top of other increases — and critically, it arrives alongside a separate, much larger rate increase request filed just months later.

What's Stacking on NYSEG Customer Bills (Illustrative, Residential)
Storm Recovery Charge
Already on bills since Feb. 2025 · Runs through 2031–2037
~+$140/yr
Proposed Rate Increase (Electric Delivery)
Filed June 30, 2025 · Case 25-E-0375 · Under review
+$397/yr
Additional Gas Delivery Rate Increase
Filed June 30, 2025 · Case 25-G-0378 · Under review
+$403/yr
Potential Combined Annual Impact
For typical electric + gas customer, if rate requests are fully approved
~$940/yr

Note: The $140/yr figure is based on reported customer experience (Alison Miller's case); individual amounts vary. The $397/yr electric and $403/yr gas estimates are derived from NYSEG's own projections of $33.12/mo and $33.57/mo respectively for typical residential customers. These are NYSEG's requested amounts — the PSC may approve a different figure.[7][8]

How We Got Here: A Timeline of Storm Costs and Rate Increases

The Recovery Charge didn't appear out of nowhere. It's the latest step in a years-long pattern of storm costs accumulating faster than they were resolved — while customers simultaneously absorbed significant rate increases.

2019 onward
Storm costs begin accumulating

NYSEG begins what will become nearly a decade of unrecovered storm restoration expenses — costs that aren't immediately billed to customers but accumulate on the company's books, growing toward $680 million.[1]

2019–2024
Six consecutive years of missed reliability targets

Beginning in 2019, NYSEG fails to meet its enforceable reliability performance targets every single year. The company pays regulatory penalties (called Negative Revenue Adjustments) for these failures — but service does not measurably improve.[9]

2023
PSC approves 62% electricity delivery rate increase

NYSEG's previous rate increase — a 62% increase in electricity delivery rates and 17.8% for gas, phased in over three years — was approved by the PSC. Its final phase was implemented in May 2025.[10]

August 2024
NYSEG petitions for storm securitization

NYSEG files with the PSC to use the state's new securitization mechanism to recover $680 million in legacy storm costs, plus upfront financing expenses.[2]

December 19, 2024
PSC approves the securitization order

The Public Service Commission approves Case 24-E-0493, authorizing NYSEG to issue the securitized bonds. The financing order becomes irrevocable on January 22, 2025.[5]

February 2025
Recovery Charge appears on customer bills

The new "Recovery Charge" begins appearing on NYSEG electric bills. Customers begin paying down the $710.6 million in bonds issued by a special-purpose entity.[3][6]

May 20, 2025
State auditors release major findings

The PSC releases the final report of an independent management audit of NYSEG and RG&E, with 128 recommendations. A Notice of Apparent Violations is simultaneously issued, including for the six consecutive years of missed reliability standards.[11]

June 30, 2025
NYSEG files for another major rate increase

Just weeks after the audit, NYSEG files Case 25-E-0375, requesting a 35% increase in electric delivery revenues (~$464 million) and a 39.4% increase in gas delivery revenues (~$93 million).[7] This comes on top of the Recovery Charge already on bills.

The Reliability Paradox: Paying More, Getting Less

The most troubling finding in the regulatory record isn't any single dollar figure — it's the pattern those figures reveal.

6
Consecutive years NYSEG failed to meet enforceable electric reliability standards, starting in 2019 — even as the PSC approved larger budgets for capital improvements and the company paid financial penalties for those failures

In 2024 alone, NYSEG's outage frequency rate was 1.30 — a slight deterioration from 2023. The predominant causes were tree contacts, prearranged outages, and equipment failures, which together accounted for about 79% of all interruptions.[12] New York also experienced 42 storm events qualifying as "major storms" in 2024, with customer hours of interruption from those storms increasing by 161% compared to 2023.[13]

The key question regulators and ratepayers must ask: if customers have already funded multiple rounds of rate increases — explicitly justified as investments in reliability and storm hardening — why hasn't reliability improved?

📋
What Customers Were Told Would Happen

Rate increases were needed to "upgrade aging infrastructure and systems to improve reliability." Larger capital budgets were approved explicitly for this purpose in two consecutive rate cases.

What the Audit Found Had Actually Happened

NYSEG missed its enforceable reliability targets six years in a row despite those larger budgets — and despite paying penalties. The independent auditor found that Avangrid (NYSEG's parent company) "prioritizes corporate earnings, not the needs of NYSEG and RG&E."[14]

The independent audit — conducted by a firm the PSC selected in September 2023 and finalized in May 2025 — produced 128 recommendations for how the companies need to improve. Among its most significant findings: limited transparency of utility cost allocations, multiple aspects of operations running at the Avangrid parent-company level rather than for local utility benefit, and inappropriate controls for customer service outsourcing.[11]

What the Audit Said About Spending Transparency

According to regulatory testimony reviewed in this analysis, NYSEG presented capital spending data "in a manner that did not directly match the format used in prior rate case filings" — making it systematically harder to compare what was promised versus what was actually spent across rate cases.

Who Bears the Risk — and Who Doesn't

There's a structural asymmetry in how storm costs and reliability failures are distributed between ratepayers and the utility's shareholders — one that the regulatory record makes unusually visible.

Scenario Customer Bears Shareholder Bears
Major storm damages infrastructure Storm restoration costs (via Recovery Charge or future rate cases) Nothing — costs pass through to ratepayers
Utility requests storm-hardening investment Capital costs + allowed return on that investment Earns a guaranteed return (10% ROE requested in current case)[15]
Utility misses reliability targets Continued poor service + ongoing rate increases Pays small financial penalties (NRAs) — offset by rate revenue
Storms get more frequent / severe Higher bills, longer outages, more recovery charges May benefit from additional rate case opportunities

The NYSEG rate case currently under review (Case 25-E-0375) requests a 10% return on equity for shareholders, yielding approximately $32 million in authorized profit in the rate year.[15] Storm hardening expenditures — including a $189.7 million Major Storm Allowance in the current request alone — generate a regulated return for the utility's investors at that same rate.[16]

The Core Tension

Customers pay for storm damage when it happens (Recovery Charge). They also pay for the hardening investments meant to prevent future storm damage (capital allowances in rate cases). And they pay a guaranteed profit to shareholders on top of those investments — regardless of whether the hardening actually improves reliability. This is the structure of regulated utility finance in New York State, and it is worth understanding as customers evaluate what their bills are paying for.

Four Things to Know

1
Finding

The Recovery Charge is separate from — and in addition to — the pending rate increase

Many customers may assume the Recovery Charge appearing on bills since February 2025 is part of NYSEG's proposed rate hike. It is not. It stems from a separate PSC order (Case 24-E-0493) approved in December 2024, and it runs on its own schedule through 2031–2037 regardless of what the PSC decides about Case 25-E-0375.[2][5]

2
Finding

The company's most recent rate increase was the largest in recent memory — and it just finished

NYSEG's previous rate case produced a 62% increase in electricity delivery rates, phased in over three years and completed in May 2025.[10] The current request for a 35% increase follows directly on its heels.

3
Finding

An independent audit found 128 issues requiring correction — published the same month the new rate case was filed

The PSC's final management audit of NYSEG and RG&E was released May 20, 2025. NYSEG filed its new rate increase request six weeks later. The audit's findings — including the six consecutive years of missed reliability standards — are part of the official record for the rate case.[11][7]

4
Finding

The rate case is still open — customer voices matter

Rate cases in New York are formal proceedings in which the public can participate. Written comments can be submitted to the PSC under docket numbers 25-E-0375 (electric) and 25-G-0378 (gas). Public statement hearings have been held; post-hearing briefs and a final PSC decision are still pending. Once decided, parties can still comment on the administrative law judges' recommendations.

Sources & Citations

[1]
NYSEG Storm Securitization Customer Communication — NYSEG/Avangrid document explaining the $680 million in unrecovered storm costs and the securitization mechanism. Published in the PSC docket. NY PSC Document Management System
[2]
PSC Financing Order, Case 24-E-0493 — "Petition of New York State Electric & Gas Corporation and Rochester Gas and Electric Corporation for Storm Securitization Financing Orders." Issued December 19, 2024. Authorized $680 million in securitized debt plus ~$27.2 million in upfront financing costs. SEC EDGAR Filing (Exhibit 99.1)
[3]
Asset Securitization Report — "NYSEG raises $710.6 million in utility cost recovery charges." February 4, 2025. Reports on the bond issuance structure, tranche maturities, and the enabling 2024 state legislation signed by Governor Hochul. asreport.americanbanker.com
[4]
NYSEG Customer-Facing Securitization Explanation — Company materials describing the securitization mechanism as analogous to mortgage refinancing, published in the PSC docket. NY PSC Document Management System
[5]
NYSEG Recovery Bond Prospectus (SF-1/A) — SEC filing describing the recovery bond structure, financing order, true-up mechanism, and the January 22, 2025 date on which the order became irrevocable. SEC EDGAR (SF-1/A)
[6]
Fingerlakes1.com — "NYSEG, RG&E honored for storm response but customers still feeling the cost." October 6, 2025. Reports on the Recovery Charge's appearance on bills since February 2025 and the experience of customer Alison Miller. fingerlakes1.com
[7]
NY State Legislature / Senator Lea Webb Press Release — Documents NYSEG's June 30, 2025 rate case filing, proposed increases of 35% electric and 39.4% gas delivery rates, and the estimated $33.12/month impact for typical residential electric customers. nysenate.gov
[8]
NY PSC — Pending and Recent Electric Rate Cases — Official summary of Case 25-E-0375, confirming NYSEG's request of $464.4 million in additional annual electric revenues and the $33.12/month impact estimate for 600 kWh residential customers. dps.ny.gov
[9]
NY PSC — Notice of Apparent Violations, May 2025 — Formal statement that NYSEG has not met enforceable reliability service standards for six consecutive years, despite Negative Revenue Adjustment payments and Commission-approved larger capital budgets. Reported by WBNG, WHEC, and WNBZ. wbng.com
[10]
Ithaca.com — "County Legislature Receives Update on NYSEG Rate Case." Notes that NYSEG's prior 2023 rate case resulted in a 62% increase in electricity delivery rates, with the final phase fulfilled in May 2025. ithaca.com
[11]
NY PSC — "PSC Releases Audit of NYSEG and RG&E" — Official press release, May 20, 2025. Summarizes the 128-recommendation audit and the simultaneous Notice of Apparent Violations. dps.ny.gov
[12]
NY PSC — Case 25-E-0031, 2024 Electric Reliability Report — Official staff report finding NYSEG failed its frequency target for the sixth consecutive year since 2019, with an outage frequency of 1.30 in 2024. Identifies tree contacts, prearranged outages, and equipment failures as primary causes. dps.ny.gov (PDF)
[13]
NY PSC — "PSC Receives Update on Utility Electric Reliability and Gas Safety Standards" — Reports that New York experienced 42 major storm events in 2024, with customer hours of interruption from major storms increasing 161% compared to 2023. dps.ny.gov
[14]
The Ithaca Voice — "Residents react to NYSEG's rate hikes, office closure proposal at public hearing." October 16, 2025. Cites the audit's finding that "Avangrid prioritizes corporate earnings, not the needs of NYSEG and RG&E." ithacavoice.org
[15]
NY PSC — Case 25-E-0375 Rate Case Summary — Official DPS summary of the rate case, noting NYSEG's request for a 10% return on equity yielding approximately $32 million in the rate year. dps.ny.gov (PDF)
[16]
Solar.com — NYSEG Electric Rate Increase Analysis — Identifies the $189.7 million Major Storm Allowance as a primary rate driver in NYSEG's 25-E-0375 rate case filing. solar.com