100+ data center proposals in Pennsylvania.
Shapiro just pulled them ALL from fast-track permitting. Projects now need local approval before the state will review permits.
$AMZN affected. $NBIS's 1.2 GW site affected.
Guess who already cleared zoning at both their PA sites, with their own power generation at Panther Creek?
$KEEL - despite this news $KEEL SOLD OFF hard today still. An opportunity lurking?
Investment bank Keefe Bruyette & Woods expects the market to start pricing in another lease for $WULF:
“We expect the market to increasingly price in a 400 MW net Phase 1 lease at Muskie as we move through 2H:26.”