Negotiated Approval Regime
−0.2%
Governor-elect Hinojosa and the Texas Legislature convert the campaign pledge into a permitting framework rather than a blanket shutdown. New data centers face union-labor requirements, an ERCOT grid-impact tax, and stricter interconnection reviews, but projects can still proceed if they pay for transmission upgrades.
What it moves
- Utilities+0.7%
- Technology−0.5%
- Industrials+0.1%
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.