From: Explaining the Grid - Substack

By: Matt Estes

Date: May 12, 2026

 

MITIGATING INCREASES IN THE PRICE OF ELECTRICITY CAUSED BY DATA CENTER DEMAND: PART ONE

 

Identifying When and How Data Center Demand Can Cause Electricity Prices to Increase

 

I know that, notwithstanding my hypothetical monthly publication schedule, it’s been seven weeks since my last post. Sorry about being so late. My life has been very hectic, with lots of travel and other activities, including work on my book. And this has been a hard post to write; a lot of words were left on the cutting floor of my editing room. I will post my next article in a month or less, I (hypothetically) guarantee.

In the meantime, a number of new people have subscribed or followed Explaining the Grid since my last post. Welcome to all of you. I try to write largely jargon and acronym free posts that are understandable to reasonably intelligent people, which by definition you all are. since you are reading my Substack. This post, like all others, is based on my best analysis and not on politics or name-calling. Let me know if you think I got something wrong and, if I agree with you, I will make a correction. (continue reading)

 

MITIGATING INCREASES IN THE PRICE OF ELECTRICITY CAUSED BY DATA CENTER DEMAND: PART ONE