Hard Permitting Crackdown
−0.5%
Hinojosa interprets the election mandate aggressively and moves to halt most new data-center approvals while ERCOT and the Public Utility Commission of Texas rewrite interconnection standards. The combination of union mandates, new taxes, and delayed power access materially slows the Texas AI infrastructure boom.
What it moves
- Technology−1.1%
- Utilities−0.4%
- Industrials−0.3%
- Non-Energy Materials−0.2%
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