Part 1 of a series on California’s energy grid and wildfire risk
Igor Geyn · April 2026
Full analysis: igorgeyn.com/blog
100% stacked bars comparing HFTD-designated generators vs. non-HFTD against 25 years of fire perimeter history. HFTD captures 89.7% of fire-exposed generators—but 75% of HFTD generators have never seen fire.
Share of generators and capacity in HFTD by technology. Nuclear: 100% in HFTD, 0% fire history. Hydro: 72% in HFTD, 19% fire-exposed. Solar and gas largely outside fire zones.
Installed generation capacity (MW) in HFTD Tier 2 (elevated) vs. Tier 3 (extreme) by technology. Hydro dominates with over 10 GW at risk, followed by nuclear (2,323 MW in Tier 3).
The gap between HFTD designation rates and actual fire-perimeter exposure reveals where HFTD over-designates. Hydro and geothermal track closest; nuclear and wind show the largest gaps.
HFTD exposure by commissioning era. The overall rate dropped from 46% (pre-1992) to 8% (HFTD era)—but this reflects a technology transition (hydro to solar), not a fire policy response.
294 active interconnection projects by queue entry year. The pipeline is dominated by solar and storage in fire-safe terrain. Projects in fire-prone counties withdraw at a modestly higher rate (79% vs 69%).
Wind vs. Solar pipeline fire-county exposure, pre- and post-HFTD adoption. Wind holds steady at ~48%, while solar stays below 6%. Good wind sites are on ridgelines and mountain passes—fire terrain.
23.2% of California’s 56,008 km of high-voltage transmission runs through HFTD—vs. 18.2% of generators. The 220–287 kV backbone is most exposed at 27.8%. SDG&E stands out at 64.6%.
Annual Red Flag Warning events by technology and HFTD status. HFTD generators average 5.6 events/year vs. 2.8 for non-HFTD (~2x). But the ratio varies by technology—some categories show the reverse pattern.
Igor Geyn · April 2026