Data Center Backlash Goes National; What It Means for M-U Gas

Yesterday we told you how small-town Ohio voters clobbered data centers at the ballot box (see Data Center Bans Sweep Ohio Ballots; 800 MW Gas Plant Derailed). It turns out Ohio was just one front in a nationwide revolt. The Wall Street Journal reports that voters from Ohio and Michigan to Texas and Georgia backed candidates and ballot measures to ban or slow data center construction. Three of those states (Texas, Georgia, and Ohio) account for more than 40% of all planned U.S. data center capacity, according to investment bank Evercore ISI. All three just elected Democrat governors who campaigned on slowing or pausing the build-out. Silicon Valley is rattled. Since data centers are the biggest new source of demand for Marcellus/Utica gas, we should pay close attention too. Below are the new governors, Wall Street's reaction, the federal angle, and what it all means for our region.

---

To view this content, log into your member account. (Not a member? Join Today!)