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Up to Half of Planned US Data Centers May Face Delays, Kimmeridge Says
Source: Bloomberg
Elections & Domestic PoliticsRegulation & LegislationTechnology & Innovation
Kimmeridge Energy Management says as many as 50% of proposed US data centers face potential delays or cancellations due to political backlash and the complexities of building physical assets. The risk implies slower-than-planned capacity additions and potential project timing uncertainty for data center-related investment.
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