POWER · T04
Who pays for the AI power bill?
Households in the nine jurisdictions PJM serves paid a median 11.7% more per kilowatt-hour over the year to July than the year before, against 5.6% elsewhere. Data center builders tell regulators they pay their own way. PJM's market monitor told them no state commission can shield households from the capacity price their demand sets.
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The load pays its way
Builders fund their own lines, substations and security deposits; costs assigned to whoever causes them keep households whole.
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The bill no state can shield
The capacity price reaches every bill before any invoice is drawn; no state tariff can shield households from a wholesale scarcity.
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The questions
Settles Oct 20closed
Will household electricity prices in PJM's nine states rise at least 4 points more than in the other 42 states through August 2026?
Settles Dec 9open
Will PJM's December 2026 capacity auction for 2029 to 2030 clear below the price cap set for that auction?
Settles Feb 22open
Will 2026 electric price hikes in PJM states beat other states by four points or more, while Texas rises less than the US?