← Cockpit
INF_032predictionMacro/Economyresidential-electricity-cost

Residential electricity costs are a structural byproduct of DC buildout: Washington state household electricity costs rose 10.3% from 2024 to 2025 directly tied to infrastructure strain, with utility-proposed rate increases projecting residential price...

Predictor: Seattle Met / Washington State regulators

Prior probability
78.0%
Current probability
54.2%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
in_progress
Window
2024-01-01 – 2029-12-31
Edges in / out
0 / 0
Tickers exposed
19

Prediction text

Residential electricity costs are a structural byproduct of DC buildout: Washington state household electricity costs rose 10.3% from 2024 to 2025 directly tied to infrastructure strain, with utility-proposed rate increases projecting residential prices +30% by 2029. | 2026-27 state utility rate orders

Key catalyst: 2026-27 state utility rate orders

Watch events: WA UTC rate-case rulings; similar rate filings in NoVA, OH, AZ

Resolution evidence

Status: in_progress

WA UTC rate cases filed 2025; residential pushback documented by Seattle Met and local news. Similar patterns in VA, OH, AZ.

Predictor: Seattle Met / Washington State regulators

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

Evidence about this node from Seattle Met / Washington State regulators is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).

Reference class

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

3 prob_history rows
0%25%50%75%100%prior 78%2026-04-302026-05-012026-05-02
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 54.2%

Milestone chain

Pre-event signals (upstream prereqs + window checkpoints) → resolution event → downstream cascades. Status/dates update from linked nodes; re-derive nightly via scripts/ops/derive_milestones.py.
Leading chain: 4 fired ✓ · 2 overdue ⏱ · 6 pending
  1. 2025-01-19overdueQ1 window check-in (25%)
  2. 2025-05-31hitWashington residential electricity costs rose 10.3% from 2024 to 2025
    How: Average WA residential electricity price rose >=10% from May 2024 to May 2025 (EIA/utility filing data)
    Source: https://www.seattlemet.com/news-and-city-life/2026/04/data-centers-climate-change-washingtonconf 99%
    Notes: HIT — EIA/utility data shows WA residential price rose from 12.14¢/kWh (May 2024) to 13.67¢/kWh (May 2025), +12.6%. Original 10.3% claim is conservative.
  3. 2025-12-31hitPuget Sound Energy proposes 30% residential rate increase by 2029
    How: PSE rate filing with WA UTC proposes cumulative residential rate increase >=25% over 3 years (2026-2029)
    Source: https://www.utc.wa.gov/news/2025/state-regulators-approve-new-rates-pseconf 95%
    Notes: HIT — PSE 3-year rate plan projecting +30% residential prices by 2029 disclosed and partially approved.
  4. 2026-01-15hitWA utilities collectively announce 2.5%-12% 2026 rate increases
    How: Multiple WA utilities (PSE, Avista, PacifiCorp) announce rate increases between 2.5% and 12% effective Q1 2026
    Source: https://nwsolar.com/blog/washington-utility-rate-increases-coming-in-2026/conf 92%
    Notes: HIT — NW Solar tracking confirms multi-utility 2026 increases driven by infrastructure + clean energy mandates + DC demand.
  5. 2026-02-08overdueQ2 window check-in (50%)
  6. 2026-04-26hitWisconsin We Energies precedent — regulator carves out data-center rate class
    How: WI Public Service Commission issues order separating large-load data-center rates from residential, protecting ratepayers
    Source: https://urbanmilwaukee.com/2026/04/26/state-regulators-change-we-energies-data-center-rates-to-protect-customers/conf 95%
    Notes: HIT — first major state regulator to act; sets template other states (incl WA) may follow
  7. 2026-06-01 → 2027-06-30pendingPuget Sound Energy multi-year residential rate hike approved by WA UTC
    How: WA UTC issues final order approving PSE rate plan totaling ≥30% cumulative residential increase by 2029
    Source: https://www.seattlemet.com/news-and-city-life/2026/04/data-centers-climate-change-washingtonconf 85%
    Notes: PSE has filed three years of increases driving residential prices +30% by 2029; hearings underway
  8. 2027-01-15pendingWA HB 2515 / SB 6171 reintroduced in 2027 session after 2026 failure
    How: Washington legislature reintroduces large-data-center cost-shift / certification bill in 2027 session
    Source: https://www.axios.com/local/seattle/2026/02/03/washington-data-centers-legislature-electric-grid-cost-shift-ratepayersconf 75%
    Notes: 2026 version died in Senate; political backlash from rate hikes will pressure 2027 reintro
  9. 2027-02-28pendingQ3 window check-in (75%)
  10. 2026-06-01 → 2027-11-30pendingVoter-facing PAC backlash translates into ballot measure or moratorium
    How: WA state legislature passes DC-related siting/tax bill OR voter ballot initiative qualifies imposing DC moratorium or special tax
    Source: https://www.seattlemet.com/news-and-city-life/2026/04/data-centers-climate-change-washingtonconf 45%
    Notes: Cascade — Seattle Met framing emphasizes voter pain + Meta $65M / a16z $50M PAC counter-offensive.
  11. 2026-09-01 → 2027-12-31pendingSimilar rate-case filings in Virginia / Ohio / Arizona — DC corridor states
    How: ≥3 of {VA SCC, Ohio PUCO, AZ ACC} open formal proceedings on data-center cost-of-service allocation
    Source: https://stateline.org/2026/02/05/with-electricity-bills-rising-some-states-consider-new-data-center-laws/conf 75%
  12. 2027-09-30pendingEIA confirms WA residential rate trajectory crosses +20% cumulative by mid-2027
    How: EIA Form 861 or state utility commission data shows WA residential electricity rates +≥20% cumulative vs 2024 baseline
    Source: https://www.a-rsolar.com/news/washington-electricity-rates/conf 80%
  13. 2029-01-01 → 2029-12-31pendingWA residential prices reach +30% above 2024 baseline
    How: WA residential electricity rate index >= 130% of January 2024 baseline per EIA
    Source: https://www.utc.wa.gov/news/2025/state-regulators-approve-new-rates-pseconf 75%
  14. 2028-06-01 → 2030-12-31pendingDC share of WA electricity reaches 13% (vs 6% in 2023)
    How: WA Dept of Commerce or NWPCC reports DC sector consuming >=13% of state electricity
    Source: https://www.eesi.org/articles/view/data-center-power-demands-are-contributing-to-higher-energy-billsconf 65%
    Notes: DC share doubling 2023->2030 is on trajectory but depends on grid interconnection delays.

What if this resolves?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 54%)

Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"

Evidence chain

Every probability update with full Bayesian provenance — chronological, latest first
metadata_milestone_miss_sweep2026-05-02T22:07:21Z54.2%-9.8pp
metadata_milestone_miss_sweep bayesian_v2 n=2 inside=0.542 blend=0.542 LLR=-0.405 κ=0.50 no_blend
Raw metadata
{
  "trf": 0.6107157575169253,
  "kappa": 0.5,
  "base_rate": null,
  "predictor": "Seattle Met / Washington State regulators",
  "total_llr": -0.8109302162163288,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": 0.5725191927713308,
  "bayes_factor": "1.5:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.639344262295082,
  "kappa_source": "predictor_table",
  "n_milestones": 2,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.5,
      "label": "Q1 window check-in (25%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.2027325540540822,
      "expected_date": "2025-01-19",
      "measurement_criterion": null
    },
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.5,
      "label": "Q2 window check-in (50%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.2027325540540822,
      "expected_date": "2026-02-08",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.5724989697381522,
  "outside_weight": 0.4275010302618478,
  "posterior_prob": 0.5416666666666667,
  "posterior_logit": 0.1670540846631664,
  "predictor_brier": null,
  "inside_posterior": 0.5416666666666667,
  "blended_posterior": 0.5416666666666667,
  "reference_class_id": null,
  "total_adjusted_llr": -0.4054651081081644,
  "predictor_n_resolved": 0
}
milestone miss2026-05-01T22:09:22Z63.9%-19.4pp
83.4%(inside prior)63.9%(Bayes, κ=0.50)(no blend — node not linked)
3 milestones missed · 30d grace
Show missed milestones
  • LLR -0.693 · moderate · expected 2025-12-31
    Washington residential electricity costs rose 10.3% from 2024 to 2025
  • LLR -0.693 · moderate · expected 2025-12-31
    Puget Sound Energy proposes 30% residential rate increase by 2029
  • LLR -0.693 · moderate · expected 2026-01-31
    WA utilities collectively announce 2.5%-12% 2026 rate increases
legacy v12026-04-30T19:17:54Z83.4%+5.4pp
intake:99aa73db-75b1-4b1e-8470-a11f87b23937 bayesian_v2 inside=0.834 blend=0.834 LLR=0.347 κ=0.50 no_blend

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

No propagation data yet. Run inference/.venv/bin/python scripts/ops/run_loopy_belief_propagation.py on the droplet, or wait for the Sunday 02:00 UTC weekly cron.

Ticker exposure

19 ticker(s) linked

Beneficiaries (13)

SITMVRTARGANFLNCFSLRHTHIYHUBBPWRETNSBGSYSMNEYGEVCMI

Prerequisites (0)

Predictions that must hit first
TypePredTitleDomainLag
No prerequisites

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Expected milestones (6)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2025-12-31Washington residential electricity costs rose 10.3% from 2024 to 2025missed
2025-12-31Puget Sound Energy proposes 30% residential rate increase by 2029missed
2026-01-31WA utilities collectively announce 2.5%-12% 2026 rate increasesmissed
2027-11-30Voter-facing PAC backlash translates into ballot measure or moratoriumpending
2029-12-31WA residential prices reach +30% above 2024 baselinepending
2030-12-31DC share of WA electricity reaches 13% (vs 6% in 2023)pending

Validations (1)

Resolution events
Observed atStatusByNotes
2026-04-29partialthesis_timeline_v1.0_importWA UTC rate cases filed 2025; residential pushback documented by Seattle Met and local news. Similar patterns in VA, OH, AZ.

Linked documents (9)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.750codex_research_packSoftBank - OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sitescorroboratespending2025-09-24
0.750codex_research_packOpenAI - Announcing The Stargate Projectcorroboratespending2025-01-21
0.750codex_research_packOpenAI - Stargate advances with 4.5 GW partnership with Oraclecorroboratespending2025-07-22
0.680manifoldWill WA SWIS 2028 annual average wholesale price exceed A$150/MWh?28%mentionspending2026-05-04
0.677manifoldWill WA SWIS 2027 annual average wholesale price exceed A$135/MWh?25%mentionspending2026-05-04
0.644manifoldWill Vic NEM 2028 annual average wholesale price exceed A$115/MWh?32%mentionspending2026-05-04
0.641manifoldWill Vic NEM 2027 annual average wholesale price exceed A$105/MWh?35%mentionspending2026-05-04
0.563manifoldPrice of gas on Election Day?mentionspending2026-04-25
0.550manifoldWho will win the Washington 3rds House election in 2026?mentionspending2026-05-26

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "+10.3% (observed); +30% by 2029",
  "mode": "OBSERVATION+FORECAST",
  "role": "Cited-Media",
  "context": "Frames the political economy of DC expansion: NIMBY backlash, voter-facing utility-rate pain, and the PAC response (Meta $65M, a16z-led $50M 'Leading the Future').",
  "to_year": 2029,
  "conv_cues": "specific percentages; rate-filing anchors",
  "direction": "NUMERIC_TARGET",
  "from_year": 2024,
  "timeframe": "2024-2029",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -12,
      "source_id": null,
      "expected_date": "2025-01-19",
      "observed_date": null,
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "llm_pre_event",
      "label": "Washington residential electricity costs rose 10.3% from 2024 to 2025",
      "notes": "HIT — EIA/utility data shows WA residential price rose from 12.14¢/kWh (May 2024) to 13.67¢/kWh (May 2025), +12.6%. Original 10.3% claim is conservative.",
      "source": "https://www.seattlemet.com/news-and-city-life/2026/04/data-centers-climate-change-washington",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -11,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.seattlemet.com/news-and-city-life/2026/04/data-centers-climate-change-washington",
      "expected_date": "2025-12-31",
      "observed_date": "2025-05-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Average WA residential electricity price rose >=10% from May 2024 to May 2025 (EIA/utility filing data)"
    },
    {
      "kind": "llm_pre_event",
      "label": "Puget Sound Energy proposes 30% residential rate increase by 2029",
      "notes": "HIT — PSE 3-year rate plan projecting +30% residential prices by 2029 disclosed and partially approved.",
      "source": "https://www.utc.wa.gov/news/2025/state-regulators-approve-new-rates-pse",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.utc.wa.gov/news/2025/state-regulators-approve-new-rates-pse",
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "PSE rate filing with WA UTC proposes cumulative residential rate increase >=25% over 3 years (2026-2029)"
    },
    {
      "kind": "llm_pre_event",
      "label": "WA utilities collectively announce 2.5%-12% 2026 rate increases",
      "notes": "HIT — NW Solar tracking confirms multi-utility 2026 increases driven by infrastructure + clean energy mandates + DC demand.",
      "source": "https://nwsolar.com/blog/washington-utility-rate-increases-coming-in-2026/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.92,
      "source_url": "https://nwsolar.com/blog/washington-utility-rate-increases-coming-in-2026/",
      "expected_date": "2026-01-31",
      "observed_date": "2026-01-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Multiple WA utilities (PSE, Avista, PacifiCorp) announce rate increases between 2.5% and 12% effective Q1 2026"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -8,
      "source_id": null,
      "expected_date": "2026-02-08",
      "observed_date": null,
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "llm_pre_event",
      "label": "Wisconsin We Energies precedent — regulator carves out data-center rate class",
      "notes": "HIT — first major state regulator to act; sets template other state
... (truncated)