DeepStack Season 0

POWER · T04

Who pays for the AI power bill?

Households in the nine jurisdictions PJM serves paid a median 11.7% more per kilowatt-hour over the year to July than the year before, against 5.6% elsewhere. Data center builders tell regulators they pay their own way. PJM's market monitor told them no state commission can shield households from the capacity price their demand sets.

Questions 3Open 2Call held 0Call missed 0

The load pays its way

Builders fund their own lines, substations and security deposits; costs assigned to whoever causes them keep households whole.

12 voices

The bill no state can shield

The capacity price reaches every bill before any invoice is drawn; no state tariff can shield households from a wholesale scarcity.

11 voices

The questions

  1. Settles Oct 20closed

    In the EIA-861M data through August 2026, as first published, is the median twelve-month change in the average household price per kilowatt-hour across the nine jurisdictions PJM serves (Delaware, the District of Columbia, Illinois, Maryland, New Jersey, Ohio, Pennsylvania, Virginia, West Virginia) at least four percentage points above the median change across the other 42?

  2. Settles Dec 9open

    Does PJM's Base Residual Auction for the 2029/2030 delivery year, scheduled for December 9, 2026, clear the RTO-wide capacity price below the price cap in effect for that auction?

  3. Settles Feb 22open

    In the EIA-861M data for calendar 2026, as first published, is the median change in the average household price per kilowatt-hour across PJM's nine jurisdictions against calendar 2025 at least four percentage points above the median of the other 42, with Texas's change below the national change?

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