Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Personal Finance / Macroeconomic Trends & Risks
Unthreaded | Threaded | Whole Thread (9) |
Author: Steve203 🐝 HONORARY
SHREWD
  😊 😞

Number: of 4460 
Subject: Re: AI data centers and your electric bill
Date: 12/27/25 11:36 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
I'm glad that a locally proposed DC was shot down in my area. It took the citizens
of that county Raising Cain to get it shut down. The local political "representatives"
were pushing hard to rush the project thru.


DTE successfully rammed through their DC in Saline. The pols make soothing noises.

Michigan Public Service Commission approves DTE contract for Saline Township data center project

MPSC Chair Dan Scripps said. "If ultimately this is a bubble, if this is all overblown and the load doesn’t materialize, that again even in that worst case scenario, customers are still protected.”


wxyz.com - Michigan public service commission approves dte contract for saline township data center project

Scripps brings up a good point. If utilities build the generating capacity to serve the DCs, and it's a bubble, most of the DCs are aborted, and the utility companies end up with surplus generating capacity, like automakers that now have surplus EV production capacity, who pays the cost for the underutilized power plants?

The scenario of residential areas being blacked out, to give the DCs priority for power, crossed my mind too.

Steve
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to Steve203 here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 4,454 posts about Macroeconomic Trends & Risks. The article-length ones it recommended most:
AI Tarpits · 36 recs · 2026
End of an era - profit slowdown · 36 recs · 2023
Control Panel: Trend changes in 2026 · 34 recs · 2026
From the Oregon Bay Area (a blogger) · 33 recs · 2025
Lerner Symmetry Theorem · 32 recs · 2025
Unthreaded | Threaded | Whole Thread (9) |


Announcements
Macroeconomic Trends & Risks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Macro | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community