Just came across this new rule, via this article: https://www.sfchronicle.com/climate/article/california-electric-19563602.php

2027 is when they ban sale of new replacement gas water heaters.

They talk about a few solutions, like low voltage electric heaters, and load sharing plugs to share a dryer plug among the water heater and a electric dryer. So that could do it for a lot of people.
But I’d guess a surge in panel replacements will happen within the next 2 years.
Especially since new gas furnaces will be banned in 2029.

Also, obligatory Fuck PGE. We have higher rates than most of the rest of the world and it’s all the fault of the corrupt PUC and PGE.