> Data centers paid only 38% of the grid costs tied to their growth.
That's not what the article is describing.
What's happening is that price is used suppress demand during the period between when demand increases and when supply responds. That isn't the cost of increasing supply, it's the cost of not having it already. Which is why you want to cause the period between the one and the other to be as short as possible.
> Your claim that supply is effectively fixed also seems false. Transmission investment driven by new demand grew 17x in five years.
The claim that supply is fixed is "false" in the sense that it isn't literally impossible to add new supply. It is, however, much more difficult than it could or should be, which makes the investment cost more and take longer than it otherwise would, and in the meantime people are paying higher prices.
Moreover, "17x" doesn't really mean anything when the base rate started so close to zero. We've been deterring these investments for far too long.
> Real-world data also cuts against you. New York and New England are among the hardest places in the country to build energy infrastructure, yet the study found no clear price increase there from data centers.
New York and New England are among the hardest places in the country to build energy infrastructure which is why the price of electricity there is already high and then you don't get increased demand in the place with high prices since the high prices shift the demand to other locations.
That's not a useful strategy if you want lower prices since the prices are only not going up there because they're already up there.
> Your comment doesn’t engage with the article’s central finding at all: who pays.
We need to distinguish two things here.
The first is, who pays for the actual long-term costs of increasing generation. But that's easy, because that cost isn't actually that high. It's equivalent to the normal pre-existing price of electricity. It might even be less because e.g. solar has gotten pretty cheap and to the extent that you add that, the average generation cost would even go down.
The second is, what happens during the period between when the new demand comes online and when the new generation comes online? But having new data centers "pay" that to keep the short-term price of electricity from going up is not possible, because having the short-term price go up is the thing that suppresses the short-term demand to keep it from exceeding supply. If the price didn't go up in the interim then the demand at the lower price would exceed available supply.
Which brings us back to, what you need is to bring the new generation online as quickly as possible.