The Exchanges

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Every exchange below was scored with names hidden, four dimensions each from 1 to 5. An exchange's score is 0.30·directness + 0.30·coherence + 0.25·precision + 0.15·compression. The published score averages the raw tape exchange scores and shrinks small samples toward the cohort mean, so five great answers can't beat twenty good ones. Produced feed rows count only toward coarse estimates, never toward a full score.

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Answered produced feed D 5 · C 5 · P 5 · Cm 4 4.85

Q pays for it? And this model that we had historically, the problem is this multi-state transmission line. It's always, these problems are always because we got multi-state actors. And so the question is, who pays how much for the, the billion dollars or so it's going to cost to develop this Line. What is the argument for which folks are saying the, the previous cost allocation is no longer fair?

A Yeah. I mean, they're basically arguing that, one, the data centers themselves should be covering the costs, not rate payers and PJM. But for this specific project, states are arguing that it should be Virginia, Virginia rate payers, if anyone, that really foots the bulk of this bill. Um, and as, as we mentioned, Nextera set out At these four state PUCs earlier this year, and they're seeing pushback pretty much across the board, um, in, in all of these states. And it's interesting because a lot of the filings do cite the ratepayer protection pledge, but there are also just all these kind of general concerns when it comes to property values and agriculture and all of the, the, the traditional issues that you would see come up with a project like this. So it is kind of this, this intersection of, you Data center cost allocation, and also, it is just hard to get people to approve a huge project like this. Um, so it is interesting, I don't know if I mentioned in the intro, but back in twenty-twenty-four, so soon after these projects were approved, Maryland went to FERC and complained about the cost allocation, uh, framework for those projects, and basically said, um, at that time that Virginia should pay more. Um, then, then, then had been allocated. FERC rejected it at the time. Maryland has now come back to FERC in twenty-twenty-six in May, um, is taking kind of a zoomed out appr…

AI assessment note: “they're basically arguing that, one, the data centers themselves should be covering the costs”

Answered produced feed D 5 · C 5 · P 5 · Cm 4 4.85

Q thing of, hey, why should we either, why should we build more data centers or why should we pay for somebody else's data center to get built? Do you have a sense of how much it's that sort of like generalized anti-data center sentiment versus this specific Northern Virginia has a ton of data centers, and so this transmission line needs to serve them and get paid for by them?

A Yeah, I think it is all of the above, and it's interesting because this kind of conundrum that the Morrow line finds itself in is not unique to this project, right? Like, it, it just happens to be in this weird interim where we haven't yet figured out exactly how to make sure data centers pay for transmission, so we don't have a system in place, and they are trying to build really quickly. They want to start construction in 2029, And the systems to make sure that data center customers can pay for that just don't exist. So it's kind of building the plane while flying. I'm not sure if that's quite the right analogy, right? But they find themselves in this really interesting place where all of the data center opposition, this is a project that probably, you know, wouldn't have had this level of scrutiny several years ago, but now has become kind of this embodiment of all of the problems that people have with data centers, concerns over electricity rates, You know, everything else playing out at PJM and at FERC Kind of piling on top of this one project that just is in the right place at maybe the wrong time.

AI assessment note: “Yeah, I think it is all of the above”

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