
标准普尔全球评级称,数据中心因公众反对引发的暂停和取消而面临潜在的信用评级下调风险。
Data centers face potential credit rating downgrades due to moratoriums and cancellations driven by public opposition, according to S&P Global Ratings.
分析师包括克里斯·穆尼在周五的一份报告中写道,由于电网容量限制、环境可持续性担忧和分区变化导致的延误“可能会增加对数据中心项目信用度的下行压力”。
Delays due to grid capacity constraints, environmental sustainability concerns and zoning shifts “could increase downward pressure on the creditworthiness of data center projects,” analysts including Chris Mooney wrote in a report Friday.
他们的分析聚焦于纽约、得克萨斯、宾夕法尼亚、伊利诺伊和亚利桑那的暂停令,并追踪了美国146个延迟或取消的项目。其中约四分之三与当地反对有关。
Their analysis focused on moratoriums in New York, Texas, Pennsylvania, Illinois, and Arizona, and tracked 146 delayed or canceled projects in the US. About three-quarters of them were tied to local pushback.
报告称,数据中心热潮在过去几个月引发了广泛的公众审查,促使40个州的地方政府实施禁令。经常被引用的担忧包括能源成本、水资源短缺、空气污染和噪音污染。
The data center boom has sparked widespread public scrutiny in recent months, prompting local governments across 40 states to impose bans, according to the report. Frequently cited concerns include energy costs, water scarcity, air pollution and noise pollution.
标准普尔指出,迄今为止对信用等级的影响微乎其微。但报告称,“就暂停令、许可放缓或潜在的逆转是否会显著延迟项目而言,以租金抵免甚至租户终止权形式出现的财务处罚构成信用风险”。
The impact on credit grades has so far been minimal, S&P noted. Still, “to the extent that moratoriums, permitting slowdowns or potential reversals meaningfully delay projects, financial penalties in the form of rent credits and even tenant termination rights pose credit risk,” the report said.