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@nic_carter

This is the single most important chart. If AI were driving prices, you'd see a cluster top-right. You don't. States with huge load growth (VA, TX, NV, ND, IA) sit at ~0c change in 5y. States with massive price hikes (CA, NY, MA, CT) have basically NO load growth. https://t.co/3s9DS0WdNA

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