Regulatory & Community Pushback Surge

Backlash exceeds 550 bans; Texas new power/water/transparency standards; Memphis pause; New York 1-year freeze. New data: 75 projects ($130B at risk) face community opposition and lender scrutiny. Lenders explicitly scrutinizing financing (El Paso, Prince William, Saline Township). Transmission congestion $12B; Texas 474 GW queue freeze. 71% oppose local construction. On-time delivery dropping to 50% by 2028. Kentucky's AI data center tax exemptions could cost taxpayers $1.2-2.2B in revenue loss during construction, raising questions about subsidy value. PJM proposes cutting power for data centers without their own supply – a major regulatory signal that could force hyperscalers to accelerate off-grid generation or face curtailment. FERC decision pending. New local case: TeraWulf Hawesville proposal faces community opposition over rates, noise, and jobs tradeoffs.