The Regulatory Architecture of Energy Captivity
Three Enforcement mechanisms: (1) Economic: utility rate hikes (PECO 10% + 7.7% in 2025 alone) fund Genesis compute infrastructure while net metering destruction (PPL filed LMP wholesale pricing = 70-80% devaluation of solar exports) eliminates financial incentive for self-generation.
Mar 30 live update: Oil $103.32.
Report #64 addition — Bitcoin Mining as Energy Demand Anchor: Bitcoin mining consumes ~150 TWh/year globally (comparable to Poland). Mining operations are co-locating with nuclear SMRs (Oklo/Compass Mining 20-year agreement, TerraPower/Meta 6.6 GW).
Apr 1 primetime address — grid as weapon: Trump threatens to hit 'each and every one of Iran's electric generating plants simultaneously' if no deal by April 6.