David Moorhead predicts power prices will rise over the next 5-7 years due to supply constraints from data center demand.
“if the hyperscalers solve the water thing, that would go a long way towards the average person being more accepting of it, but then the power thing still exists. And so we know that power dispatch is still supply constrained, and so people's power prices are gonna go up until that gets solved over the next five, six, seven years.”
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disputableUS electricity prices (measured by EIA average retail price or similar index) increase over the 5-7 year period from 2026-2033
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