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Watch · Our Take

Expert reveals the trend behind datacenter moratoriums

Blockspace · 1 month ago

The short version: An industry analyst maps the moratorium wave sweeping local data-center fights, but the real story is who's left holding the bag on power and water.

Our Take

Brandon Bailey of DIMetrics is doing something useful here: tracking data center moratoriums as a pattern rather than a series of isolated NIMBY skirmishes. Blockspace deserves credit for putting a numbers-and-trends lens on a fight that's usually covered as local news, one county at a time. When an industry insider says the moratorium trend is accelerating, that's worth paying attention to β€” it means the backlash isn't fringe, it's structural.

But we'd push the frame further than 'trend spotting.' Moratoriums don't happen in a vacuum β€” they happen after ratepayers get a shock bill, after a utility quietly asks for a new gas plant to serve one customer, or after a town realizes its water allocation got signed away before anyone held a public hearing. The 'why' behind the pause button is the part that matters to the people living next to these campuses, and it's the part that rarely gets a market analyst's full attention because it's not a compute or power-price data point β€” it's a kitchen-table one.

If you want to see whether your own county is on the list of places quietly negotiating away power capacity, water rights, or tax base for a hyperscale build, check our facility map. And if a moratorium fight is already brewing near you, our take-action page has the tools to get organized before the deal is done.

This is GridWatch the USA’s original commentary. The video above is the work of Blockspace, published on YouTube — full credit to the creator.