Comment by infecto
4 hours ago
Nobody has proven that those 37 customers are to blame compared to the poorly structured forward pricing system which is largely to blame for some of their recent pricing increases. Not sure where this grid can handle it narrative is coming from. Most of the woes in this article are cherry picked.
If you want to pretend the only source of information on this subject is the linked article I'm sure you can find many users here to debate within your arbitrary parameters.
Same goes for proof, which I'm sure would exclude power flow models if they were available for said debate.
Edit: We can agree the article is not comprehensive, and doesn't have data PJM and utilities have not published.
I’ve linked analyses explaining why PJM’s forward capacity market has been a major driver of recent retail rate increases, not just in this one county.
SemiAnalysis: https://newsletter.semianalysis.com/p/are-ai-datacenters-inc...
LBNL: https://emp.lbl.gov/publications/factors-influencing-recent-...
If you disagree, point to the analysis or data. Suggesting I’m “pretending” doesn’t address the argument. The article cherry-picks one county while largely ignoring the broader PJM pricing mechanics affecting millions of customers. Do better. Between pricing mechanics, input cost inflation and yes increase in demand has impact but not like the article likes to weave it.