This issue isn’t energy, it’s transmission. LMPs consist of the energy, congestion, and losses component of power. Energy is available, but the bottleneck is how you allocate transmission development and maintenance costs. The reason retail energy rates are going up forever, Laura, is because even when energy (electrons) is abundant (or free), you still can’t get them where they need to go. And the raw materials that make up the high voltage transmission lines can’t be mined and processed fast enough. Energy isn’t the issue, transmission cost allocation is.

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This made me think of your podcast with Tuur.

Fountain

better than whale oil • Clip by @user62237172 • Listen on Fountain

Clipped from TFTC: A Bitcoin Podcast • #652: How To Position For The Bitcoin Boom with Tuur Demeester Marty sits down with Tuur Demeester to dis...

I wonder if what the energy debate was in 1880. — “whale oil is cleaner and renewable, plus I hate fat fish” —“no Moby, we can do so much more with petroleum oil”

Anecdotally, my energy costs are up about 30-40% compared to last summer. With demand only going higher for energy via AI, and supply stagnating or even going backwards, this will be a problem in years to come.

Absolutely agree. Energy is the master input for every sector, when its cost spikes, it cascades into inflation everywhere else. Expanding generation isn’t just about adding renewables or more fossil fuels; it’s about diversifying the mix (nuclear, hydro, solar, wind, geothermal) while simultaneously investing in grid modernization and storage. Without robust transmission and demand-response systems, even cheap generation gets stranded. The economy can’t scale sustainably without a resilient, abundant, and low-cost energy backbone.

Thank Greta