Credit markets assess who is responsible for project delays, including supply-chain, construction, developer, operator, and community-unrest causes.

“Like, and you get, get super in the weeds on, like, SLAs and, and who was responsible for it. Was it a delay in the supply chain? Was it a delay in the construction, you know, the data center developer?”

“Was it a delay by the operator? Was it You know, something else like-”

“... community unrest and, you know, that's all-- that's everything that, you know, credit markets are, are thinking through.”