Wednesday, June 3, 2026
Sequencing Beats Ambition: Power, Water, and Politics Each Bind Separately
Three constraints just hardened into separate gating items: ERCOT's queue needs a pricing mechanism, cooling vendor selection now drives permit speed, and county-level political risk has replaced zoning as the friction point. Disciplined developers are sequencing all three before breaking ground; the ones treating them as parallel workstreams are about to learn which binds first.
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