“Texas merchant power gets the scarcity bid as data centers crowd into ERCOT while other states pause builds, and the biggest in-state generator owns the capacity everyone fights to plug into.”
“states are now stopping data center builds. Which actually reinforces the states like Texas that are allowing data center bills. It's like this suction of global jobs or US jobs will keep sucking to states that make it advantageous like Florida, Texas.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.