Comment by nonplus
2 hours ago
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.