The most important cost aspect of the electricity sector's value chain, by far, is investment in generation, transmission, and distribution.
The typical power matrix is becoming more and more renewable. Therefore, it's fundamentally about amortising investments, since the power sources have a much lower cost (water, sun, wind).
From this perspective, the cost should be presented to energy consumers reflecting this reality.
Currently, and for decades, the cost has been more focused on energy when it should now be on capacity.
The underlying thesis is: we should evaluate the interest and convenience of changing. Focus charges primarily on demand. Anyone wishing to prosper in this area, count on me!