Retail electricity prices surged 13% in early 2025, sparking a fierce political battle over whether consumers or data centers should fund grid upgrades. We analyze the massive Constellation-Calpine merger and how skyrocketing AI energy demand is forcing the utility sector to pivot from transition to aggressive expansion. From ERCOT’s technical frequency dips to massive Wall Street bond issuances, we uncover why the industry is betting on a "Generation Titan" model. Tune in to understand the emerging conflict between keeping the lights on for AI and keeping bills affordable for the public.
