New York became the first state on July 14, 2026, when Governor Hochul's Executive Order #62 paused discretionary environmental permits for 50MW+ data centers statewide. This market asks whether any other state follows before the year ends.
Resolves YES if: After August 10th, 2026 and before 12:00 AM ET January 1, 2027, any U.S. state other than New York imposes a legally binding, statewide moratorium or pause on either (a) permitting/approval of new hyperscale or AI data centers, or (b) new large-load data center interconnections to the electric grid.
Terms:
Qualifying instruments: state statute signed into law, governor's executive order, or a binding public utility commission order applying to all major investor-owned utilities in the state.
"Statewide" means the pause applies across the state or to substantially all prospective new hyperscale development in it. County and municipal moratoria do not count, regardless of how many exist.
The pause must be indefinite or last at least 3 months as issued. Carve-outs are acceptable (e.g., exempting applications already deemed complete, or facilities below a MW threshold up to 50MW) as long as the bulk of prospective new hyperscale capacity is covered — the NY EO's structure is the template for what qualifies.
Does NOT count: suspension or repeal of tax incentives or subsidies alone (Arizona's 2026 tax-break pause would not qualify), study commissions without a binding pause, voluntary utility pauses on connection requests, bills passed by one or both chambers but not signed, or court orders blocking projects.
The instrument must be signed/issued after market creation. Pre-existing actions by any state do not count — only New York has acted as of creation, but if that's wrong, it still resolves NO on this clause.
Effective date may fall in 2027; issuance must occur in 2026.
Resolution per official state announcements or reporting from two major outlets.