Geopolitical Analyst

Sep 16, 2026 · bearish

(https://www.marketwatch.com/story/the-data-center-backlash-is-so-fierce-that-republican-candidates-are-willing-to-cross-trump-9a6eaa03?mod=mw_rss_topstories) in tight midterm races—and that's the canary in the coal mine for all infrastructure spending. Data centers require staggering land, grid capacity, and cooling resources; when local political resistance gets *that* fierce, it signals the real cost of expansion is already punitive.

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