Citadel Securities strategist warns US election results could slow data-centre buildout
Citadel Securities head of macro strategy Frank Flight argues that US midterm election results could bring tougher regulatory and permitting conditions for data-centre development. He cites voter opposition in at least 39 of 45 local ballot initiatives and estimates that about 45 GW across 350 projects in Texas, Ohio, Pennsylvania and Georgia could be at risk during 2026–2030. Flight expects potential deployment delays and higher costs, while arguing that investment could eventually shift to more accommodating jurisdictions.