Key Takeaways
- Data center completion risks are likely to come into sharper focus over the next 12 months as construction progresses.
- As community pushback intensifies in many markets, S&P Global Ratings believes additional regulatory scrutiny around power and environmental impact could stall or block permitting, delaying completion and potentially sparking force majeure disputes.
- Potential credit impact is idiosyncratic and depends upon the contractual allocation of delay risks between the tenant and project as established through leases and force majeure definitions.
13-Oct-2026 | 16:32 EDT