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
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
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
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2025-01-19overdueQ1 window check-in (25%)
- 2025-05-31hitWashington residential electricity costs rose 10.3% from 2024 to 2025How: 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.
- 2025-12-31hitPuget Sound Energy proposes 30% residential rate increase by 2029How: 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.
- 2026-01-15hitWA utilities collectively announce 2.5%-12% 2026 rate increasesHow: Multiple WA utilities (PSE, Avista, PacifiCorp) announce rate increases between 2.5% and 12% effective Q1 2026Source: 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.
- 2026-02-08overdueQ2 window check-in (50%)
- 2026-04-26hitWisconsin We Energies precedent — regulator carves out data-center rate classHow: WI Public Service Commission issues order separating large-load data-center rates from residential, protecting ratepayersSource: 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
- 2026-06-01 → 2027-06-30pendingPuget Sound Energy multi-year residential rate hike approved by WA UTCHow: WA UTC issues final order approving PSE rate plan totaling ≥30% cumulative residential increase by 2029Source: 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
- 2027-01-15pendingWA HB 2515 / SB 6171 reintroduced in 2027 session after 2026 failureHow: Washington legislature reintroduces large-data-center cost-shift / certification bill in 2027 sessionSource: 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
- 2027-02-28pendingQ3 window check-in (75%)
- 2026-06-01 → 2027-11-30pendingVoter-facing PAC backlash translates into ballot measure or moratoriumHow: WA state legislature passes DC-related siting/tax bill OR voter ballot initiative qualifies imposing DC moratorium or special taxSource: 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.
- 2026-09-01 → 2027-12-31pendingSimilar rate-case filings in Virginia / Ohio / Arizona — DC corridor statesHow: ≥3 of {VA SCC, Ohio PUCO, AZ ACC} open formal proceedings on data-center cost-of-service allocationSource: https://stateline.org/2026/02/05/with-electricity-bills-rising-some-states-consider-new-data-center-laws/conf 75%
- 2027-09-30pendingEIA confirms WA residential rate trajectory crosses +20% cumulative by mid-2027How: EIA Form 861 or state utility commission data shows WA residential electricity rates +≥20% cumulative vs 2024 baselineSource: https://www.a-rsolar.com/news/washington-electricity-rates/conf 80%
- 2029-01-01 → 2029-12-31pendingWA residential prices reach +30% above 2024 baselineHow: WA residential electricity rate index >= 130% of January 2024 baseline per EIASource: https://www.utc.wa.gov/news/2025/state-regulators-approve-new-rates-pseconf 75%
- 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 electricitySource: 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?
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
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
}Show missed milestones
- LLR -0.693 · moderate · expected 2025-12-31Washington residential electricity costs rose 10.3% from 2024 to 2025
- LLR -0.693 · moderate · expected 2025-12-31Puget Sound Energy proposes 30% residential rate increase by 2029
- LLR -0.693 · moderate · expected 2026-01-31WA utilities collectively announce 2.5%-12% 2026 rate increases
Network propagation neighbors
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
Beneficiaries (13)
Prerequisites (0)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| No prerequisites | ||||
Dependents (0)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| No dependents | ||||
Expected milestones (6)
| Expected by | Description | Status |
|---|---|---|
| 2025-12-31 | Washington residential electricity costs rose 10.3% from 2024 to 2025 | missed |
| 2025-12-31 | Puget Sound Energy proposes 30% residential rate increase by 2029 | missed |
| 2026-01-31 | WA utilities collectively announce 2.5%-12% 2026 rate increases | missed |
| 2027-11-30 | Voter-facing PAC backlash translates into ballot measure or moratorium | pending |
| 2029-12-31 | WA residential prices reach +30% above 2024 baseline | pending |
| 2030-12-31 | DC share of WA electricity reaches 13% (vs 6% in 2023) | pending |
Validations (1)
| Observed at | Status | By | Notes |
|---|---|---|---|
| 2026-04-29 | partial | thesis_timeline_v1.0_import | WA UTC rate cases filed 2025; residential pushback documented by Seattle Met and local news. Similar patterns in VA, OH, AZ. |
Linked documents (9)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.750 | codex_research_pack | SoftBank - OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites | — | corroborates | pending | 2025-09-24 |
| 0.750 | codex_research_pack | OpenAI - Announcing The Stargate Project | — | corroborates | pending | 2025-01-21 |
| 0.750 | codex_research_pack | OpenAI - Stargate advances with 4.5 GW partnership with Oracle | — | corroborates | pending | 2025-07-22 |
| 0.680 | manifold | Will WA SWIS 2028 annual average wholesale price exceed A$150/MWh? | 28% | mentions | pending | 2026-05-04 |
| 0.677 | manifold | Will WA SWIS 2027 annual average wholesale price exceed A$135/MWh? | 25% | mentions | pending | 2026-05-04 |
| 0.644 | manifold | Will Vic NEM 2028 annual average wholesale price exceed A$115/MWh? | 32% | mentions | pending | 2026-05-04 |
| 0.641 | manifold | Will Vic NEM 2027 annual average wholesale price exceed A$105/MWh? | 35% | mentions | pending | 2026-05-04 |
| 0.563 | manifold | Price of gas on Election Day? | — | mentions | pending | 2026-04-25 |
| 0.550 | manifold | Who will win the Washington 3rds House election in 2026? | — | mentions | pending | 2026-05-26 |
Raw metadata
{
"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)