Theory 05/The rival is a confound/Energy
Humidity or Air Conditioning?
The claim
Electricity demand peaks track dew point rather than temperature because cooling load is latent.
01The rival explanation
Places with high dew points also have more air conditioning, so the correlation reflects ownership rather than physics.
02What would tell them apart
Ownership is fixed within a region over short periods while humidity varies daily.
03Prediction
Demand should respond to daily dew point at fixed ownership.
04Refutation
If daily variation shows no humidity effect, the rival wins.