Dave Walsh

So you've got this nexus of the shortage to begin with of baseload electricity that's caused rates to escalate rapidly, along with

All the announcements of the build-out of more AI and data centers up there.

So you've got a fight between the average ratepayer, who is compromised by this, where Microsoft, Google, Facebook can't afford to pay a lot more and have utilities wait around in the background, gas turbines they've purchased for their use, and not the average ratepayer.

They did exactly the same thing.

They've been doing it for about 10 years.

PJM has destructed huge amounts of coal and nuclear power, baseload power, shut down plants, shuttered them permanently, and attempted to displace them more recently in the last seven years with solar power that runs only about four and a half hours a day up there and wind power.

This doesn't work.

This has created a huge net electrification shortage for

compounded now by AI coming on stream in the last year and a half with a lot of announcements of wanting to build massive new capacity up there that takes huge amounts of more electrification demand by them off the system.

We had nationally, because of all this solar and wind growth, we had only 0.4% growth over the whole year.

Six-year period from 2020 to 2025, the whole six-year period, 0.4% growth in national electrification, while demand last year alone grew 2.9%.

And now it's forecast to grow 4.5%, 5% over the next 10 years.

And we've got a basis of all solar and wind that run part-time now.

Well, I'm on the true social X and getter on the topic.

I've been speaking around Florida on this topic.

I've met 17 Republican groups talking about the issues with this.

People paying rabid attention to it.

Very, very animated in their disgust for this happening here as well.

The same devotion to solar power over baseload conventional gas power is ruining electricity costs here in Maryland, in New Jersey.

Ten years' worth of these policies by the Democrats up there have not worked.