DAVID BLACKMON: Competition, Not Monopoly Control, The Answer To Grid Reliability

America’s electricity debate is drifting toward a dangerous simplification: that if prices rise or investment lags, the culprit must be “the market,” and the cure must be a return to monopoly-style control. Big public utilities want back in the generation game in this new world of AI-fueled load growth, but theirs is a lumbering model that can’t move fast enough to meet the need.