SemiAnalysis/
Ep. 026 - PJM's $12B Modeling Mistake Is Hitting Ratepayers Again (Datacenter, Energy)
PJM’s capacity market is driving large electricity costs in the Mid-Atlantic, and the episode argues that flawed modeling of winter conditions and plant reliability caused billions in avoidable overpayment. The discussion also covers interconnection delays, governance conflict, and a looming emergency auction tied to data center load growth.
