Macro Pulse EU: Data Centre Power Constraints Persist Despite Record Additions
Renewable capacity additions remain historically strong, with solar dominating. However, rapid generation growth does not remove the grid-access constraints increasingly shaping data centre development, infrastructure investment, and associated credit risk.
In the latest Credit Compass, Gordon Kerr examines the other side of the power story: why scarce grid connections are becoming a critical determinant of European data centre development and financing. Listen to Gordon Kerr’s insights on: Apple | Spotify | YouTube or visit kbra.com/macrocredit
Renewable capacity additions remained exceptionally…
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