FYI - EIA has analysis on the energy increase - https://www.eia.gov/todayinenergy/detail.php?id=65284 https://www.eia.gov/todayinenergy/detail.php?id=65284 Rel

FYI - EIA has analysis on the energy increase - https://www.eia.gov/todayinenergy/detail.php?id=65284 https://www.eia.gov/todayinenergy/detail.php?id=65284 Relative to data center growth, the correlation doesn't match - https://ourworldindata.org/grapher/monthly-spending-data-center-us https://ourworldindata.org/grapher/monthly-spending-data-cen... More analysis here - https://www.wri.org/insights/whats-driving-us-electricity-prices https://www.wri.org/insights/whats-driving-us-electricity-pr... But TL;DR - sounds like in the northeast / PJM it's load increases, in North Dakota increased load is causing drops in prices, California it's mostly from wildfire mitigation + insurance, natural gas oscillating across the US is causing price changes as well.