California faces a tightening energy outlook in 2026 as refinery closures reduce gasoline supply while electrification, data centers, AI, and logistics steadily raise baseline electricity demand. Energy costs are likely to remain high and volatile, increasing the cost of doing business. Consumers—especially in underserved cities like Compton—face higher fuel, utility, and living costs with few practical alternatives, risking greater economic strain and inequality.

California’s extension of CDL enforcement to March 2026 has intensified tensions with federal regulators. While the state may delay action administratively, commercial licensing is governed by federal safety and interstate commerce standards. Continued reliance on extensions risks audits, conditional or delayed highway funding, FMCSA program restrictions, and loss of interstate license recognition. Enforcement may be staged, but federal rules ultimately prevail.