Comment by infecto

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.