Are Data Centers Driving up Electricity Rates? Who is Responsible?

Electricity bills are rising across much of the United States, sparking heated debate. With AI fueling explosive data center growth, many point to hyperscale facilities as the culprit behind higher rates. But a new independent analysis from Energy + Environmental Economics (E3), released May 18, 2026, alongside corroborating work from Lawrence Berkeley National Laboratory (LBNL), […]

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AI Buildout Drives 76% Power Bill Jump on Largest US Grid – But Is AI the only Reason for Higher Prices?

Power prices on the largest electric grid in the United States — PJM Interconnection, which serves 13 states and the District of Columbia — jumped a staggering 76% in the first quarter of 2026. Wholesale power averaged $136.53 per megawatt-hour (MWh), up from $77.78/MWh in the same period of 2025, according to the grid’s independent […]

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PJM Addressing Rising Demand and Constrained Supply

PJM Interconnection, the nation’s largest regional transmission organization, is confronting a historic shift from electricity surplus to structural scarcity. A new special report released by PJM on May 6, 2026, titled Powering Reliability Through Market Design, details how unprecedented demand growth—fueled largely by hyperscale data centers and AI infrastructure—combined with accelerated retirements of dispatchable generation […]

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Week Recap: Blackouts, $9 Gas & Shell’s Big Play!

Weekly Daily Standup Top Stories U.S. Largest Grid Operator is warning of Summer Power Shortages May 11, 2025 Clark Savage Key Points Research suggests potential summer power shortages in the U.S. grid, especially in PJM’s region, due to high demand and retiring plants. It seems likely that extreme heat could strain the grid, potentially causing […] Newsom […]

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Summer Power Outages Coming Soon!!

Daily Standup Top Stories U.S. Largest Grid Operator is warning of Summer Power Shortages May 11, 2025 Clark Savage Key Points Research suggests potential summer power shortages in the U.S. grid, especially in PJM’s region, due to high demand and retiring plants. It seems likely that extreme heat could strain the grid, potentially causing […] Newsom asks […]

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Rare Metals Prices Surge

  Daily Standup Top Stories OPEC+ Close to Delaying Oil Supply Increase, Delegates Say September 4, 2024 Stu Turley Group had scheduled October production boost of 180,000 b/d Rethink comes after downbeat economic data from China, US OPEC+ is close to agreement on delaying a planned increase in oil production after prices plunged amid fragile […] Facts & […]

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Daily Energy Standup Episode #323 – AWS\’s Nuclear Data Center Acquisition, Electric Vehicle Toxin Study, Grid Blackout Warning, and Carbon Capture Controversy.

Daily Standup Top Stories AWS acquires Talen’s nuclear data center campus in Pennsylvania March 4, 2024 Mariel Alumit Amazon Web Services (AWS) has acquired Talen Energy’s data center campus at a nuclear power station in Pennsylvania. Talen Energy Corporation this week announced it has sold its 960MW Cumulus data center campus in Pennsylvania […] Electric vehicles release […]

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