Grid Bottlenecks and Regulatory Shifts

PJM curtailment proposal could cut power to new DCs without dedicated generation. EPA Clean Air Act exemption emerges as major regulatory signal, potentially accelerating off-grid builds but increasing environmental backlash. Transformer shortages, interconnection queues, and state-level moratoria continue to constrain build timelines. Massachusetts moratorium attempt fizzles, but local city actions (Lowell, Westfield) and 'bring your own clean energy' stance add to regulatory tug-of-war. Federal site conversion (Paducah uranium plant) shows government-as-landlord model to bypass grid bottlenecks. Small-town zoning details (closed-loop cooling, setbacks) add grassroots friction.