The load weighted price would be lower. If they averaged across 24 hours, but load is higher in the daytime when the prices are lower. > The high transmissio

The load weighted price would be lower. If they averaged across 24 hours, but load is higher in the daytime when the prices are lower. > The high transmission and delivery costs, which you identified as the reason for the disconnect, is partially the function of so much solar generation That correlation is very low. All new supply requires new grid connections, but that's the same whether it is natgas or solar. And generation interconnect is a fraction of grid costs -- last mile is the bulk. P.S. your graph is also highly misleading since it doesn't include 2025. Battery supply increased substantially in 2025, and curtailment dropped in 2025.