The REAL Economics Behind Your Electric Bill

In this episode, I analyze rising electricity prices through the lens of actual grid economics. Blaming AI data centers or EVs overlooks the bigger picture: significant fixed costs in generation, transmission, and distribution. In areas with excess capacity, new demand can lower prices by spreading out fixed costs; where infrastructure is aging and constrained, upgrades tend to raise rates. Understanding capacity margins and planned investments offers more insight into your bill than any headline.