Power purchasers are paying more not just in the wholesale market but also for shape. Most of the suppliers are vertically integrated and so their are internal market mechanisms for buying shape of a producer. These internal prices are made by complex models based on some form of market information. With much of this information breaking down due to a lack of liquidity the cost of shape trading is on the increase, as this is an internal pricing mechanism, their is no competition to keep the supplier honest. With increasing costs in wholesale markets these premia are simply lost in the noise. It is the premia that funds the trader bonus!