| ▲ | infecto 2 hours ago | |
Thank you this. Super helpful. There were so many articles and most of them did not mention price I skipped through it aggressively. I wish there was more science driven reports based on what’s really happening. So much of it seems to be spun into people’s emotions that’s it’s hard to make sense of it. The public energy companies like to blame data centers but then data in certain geographies suggest otherwise. There was a good semi analysis months ago on how pricing I believe in New England was less about data centers and more on how inefficient the forward auction was constructed for prices there. | ||