This all stems from the change in the way DUoS charges were calculated starting in 2022. The original review started back somewhere around 2017. The issue at the time was that for large commercial and industrial users your annual charges were determined by your consumption in the 'triad periods', TNUoS for 1/2-hour metered sites still work this way. The triad periods are, I believe, the 3 highest demand 3-hour periods in the year, where those periods are separated by a number of clear days (10?). The largest users got really good at driving their demand down to near 0 in that time, so basically paid almost nothing for their distribution. Given that connections are sized by peak demand and the maintenance costs at least partially scale by time near peak this was leading to folks that could not alter their demand in these times, eg folks with electric heating but no time or ability to look ahead as to when the triads might be, paying for the costs born by others. The current model was pretty universally supported by all players when it was signed off.
The results is that we moved from triads for the 'fixed asset' costs to /day based charges. That is either the /MPAN based or the capacity based. The we have the /kWh that is based on the green/amber/red periods (this accounts for loading as the triad peaks tend to be in the late afternoon/early evening). These periods differ by DNO region as their temporal demand profile differs. Many of the charging models, which now have the /kVA/day capacity charges had reasonable charges and significant over capacity penalties. This meant getting a balance as to how much you 'ask for' and how much you actually use right a challenge. If I remember correctly the over capacity charge applies uses the sites peak consumption in the preceding X months (X=3?) and then applies it to every day. So if you are a site that typically needs 500kVA but then one day due to a spike in demand you hit 750kV for 1/2-hour you would pay the over capacity charge on 250kVA every day for the next 3 months. Using ENW charges for this year the capacity charge is 9.34p/kVA/day and the over capacity is 9.34p/kVA/day. It used to be significantly higher, so it might have been 8.2p/kVA/day for the capacity and 12.5p/kVA/day for over capacity. So finding the balance is critical. Given that most sites don't vary their prices day-to-day, for lots of reasons, it can be catastrophic for a site to go high utilisation, with high peak loads, a few times a year.
One thing CPOs could do is have slightly different regional pricing, in addition to temporal pricing. So from next year a 500kVA, with no over capacity charge, site in NW England will go from £58.44/day in MPAN and capacity charges for DUoS to £38.95/day. For a site with 5% utilisation that drives the cost /kWh from 9.74p to 6.49p/day. Incidentally that same site would see the delivery DUoS charges in the 16:00-19:00 red period drop by 4.84p. So they could drop their charges by 9.7p/kWh at this times and stand still. On the cost side, if you are not close to hitting your capacity depending on how you pay for wholesale electricity there will be almost no benefit in charging more or less depending on time of the day. It's all about managing utilisation.