hotaru251 There is a possible solution to this problem: make data centers and other major consumers negotiate directly with power producers instead of mixing that demand with the BRA. or just make it if you use x amount of power that is over a specific normal threshhold you are required to fund expanding the grid and pay whatever it costs to not impact the normal consumers. those using excessive power should 100% be covering the usage demand to prevent others from being effected. Reply
micheal_15 Fun fact: in the UK Wholesale electricity generation price is DOWN by over 75% over the past 24months. At some points there was excess energy on the grid from renewable sources, which had to be dumped to avoid overloads. But prices are UP by over 150%. Every single UK energy provider has at minimum TRIPLED their yearly profits. But they claim they need to DOUBLE electricity prices by the start of 2028. All because successive government allowed them to lump "wholesale per unit" with "shareholder dividends", and pretend its JUST the wholesale price. Co-incidentally every tory PM and Labour PM has 10s of millions in unexplained wealth generated during their time in power……. Reply
bill001g trica said: Pay your own way, billionaires. Technically they are and that is what is causing the problem. They also are paying double or triple or more for electricity ram gpu etc. The people/companies making the profit are the ones selling these in demand resources. Some very efficient power producers are making massive profits. There is no real way to fix this. All this stuff works like ebay. Whoever will pay the most gets the resources. The power companies that sell to end consumers bid for this power from the producers and have to pass along the high charges. To a point the power producers are not stupid. They would much rather sign a multi year contract with a power company selling to end consumers than some AI data center that might not exist in a couple years. They run the risk of a piece of paper promising to pay them for power that is now worthless. There are a lot of these power producers who are gambling and signing long term contracts with AI data centers. When the AI fails and they come begging to the government for a bailout they need to be laughed at and given nothing. Reply
rluker5 If only there were a way to pass these costs on to the AI consumer. Get an unwanted and vaguely dubious search result summary from AI: $5 please. Hit an AI generated YouTube clip while scrolling: that will be $20. The prices might seem a little steep, but look at the crazy power consumption. Where is it all going? I don't think it would be this bad if everyone drove an electric car. Make people pay the actual cost and maybe decisions will be made. Reply
Shiznizzle If you yanks are not on the street with your pitchforks like the cuban housewives with their pots at the moment then you just need to be quiet. Even writing a letter to your elected congressional house member is better than nothing. Doing nothing is what billionaires hope you do because then the cost of their vanity Ai projects is paid by you, not them Reply
heffeque Shiznizzle said: If you yanks are not on the street with your pitchforks like the cuban housewives with their pots at the moment then you just need to be quiet. Even writing a letter to your elected congressional house member is better than nothing. Doing nothing is what billionaires hope you do because then the cost of their vanity Ai projects is paid by you, not them People with money will invest in solar panels, batteries, and enjoy cheaper bills, while lower-middle class will protest with some signs and not much more. Reply
bill001g heffeque said: People with money will invest in solar panels, batteries, and enjoy cheaper bills, while lower-middle class will protest with some signs and not much more Solar panel investment pay back times likely is somewhat helped by the high electrical costs. It is still fairly long time to break even. The loss of subsidies and china not dumping cheap panels any more has increased the costs. The new problem is the silly insurance companies. It is almost as though big energy is paying off the insurance companies. Even if you were to exclude the solar panels from the insurance they still want to increase the rates a lot because of some fear of increased roof damage from storms. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/ai-data-centers-trigger-massive-irreversible-76-percent-electricity-price-spike-in-largest-us-region-federal-watchdog-demands-tech-giants-pay-for-their-own-power-infrastructure#main
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