Robert Boswell

Ep. 026 - PJM's $12B Modeling Mistake Is Hitting Ratepayers Again (Datacenter, Energy) | Robert Boswall, Jordan Nanos

PJM’s capacity auction design is portrayed as a structural modeling failure that overcharged ratepayers by an estimated $12 billion across the last two auctions. Robert Boswell and Jordan Nanos argue the grid underprices winter reliability, overstates demand, and is now repeating the same mistakes in an emergency procurement process tied to data-center growth.