Who pays for data centers? Capacity markets, bills, and the carbon gap
Three public data layers joined to ask whether the AI data-center boom lines up with "100% renewable" messaging and what households actually pay: PJM capacity-auction results, EIA-861 retail residential prices, and EPA eGRID + EIA-923 generation and carbon intensity. Focused on PJM with Northern Virginia as the cluster, with interactive Panel/HoloViews dashboards.
- PJM capacity prices rose sharply after 2024 with high clears projected into 2026–27
- Dominion cleared at a record for 2025/26 and became its own zone on projected demand
- Cleared capacity is still mostly gas, coal, and nuclear



