Data Centre Backlash Is Becoming an AI Investment Risk
Public opposition to data centres is adding political and permitting uncertainty to the AI infrastructure boom. The risk may affect project timing and costs even if it does not end investment.
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Public opposition to data centres is adding political and permitting uncertainty to the AI infrastructure boom. The risk may affect project timing and costs even if it does not end investment.
Investors usually watch crude oil for signs of inflation. But a rapidly tightening market for the fuel powering global shipping reveals a different risk. Refinery disruptions, low inventories and changing refinery economics are pushing bunker fuel prices sharply higher. Hikari Nova follows the bottleneck from refinery configuration to shipping costs, imports and potentially consumer inflation.