How does that tie in with these?
California: CPUC Staff To Examine Energy Companies Response To Lynch Report
AES: Role In Calif Power Market Misrepresented By CPUC Report
California: The PUC and the great power-shortage fairy tale
Mirant Data Refutes CPUC Chair Lynch's Allegations
[California] State grid operator behind plant's output swings
Duke Energy Says 'Despicable' California Report Misstates Facts
Blackouts needless, PUC probe concludes- Study unsure if power withheld intentionally
Kalifornia Blackouts Could Have Been Avoided
I pulled these from the Calpowercrisis list , they seem to relate!
No firm in its right mind would try to ignore facts and quote spin, in an Official Statement. If they did something like that they could be litigated out of business.
That is why OS documents are so interesting to read, they have to be "learned research" on the ability to repay the bond holders and on the underlying economics of the stream of funds to be used to repay the bonds.
What you have linked to is a combination of political spin and companies replying to that spin, all the while trying to generate some positive newspaper coverage. The OS is not written to be quoted in a newspaper, it is to advise potential investors.