Global constraint watch
Where the next megawatt is not going
Northern Virginia, Dublin, Singapore, Amsterdam, Frankfurt, London, Sydney. Constrained markets displace demand. The Australian question is whether that demand can actually be energised here.
operating-constrained
Northern Virginia
The world's densest data-centre market. Transmission, substation and queue constraints are the public story. DataSentinel does not publish a fake MW census in v0.1.
Displaced demand: Secondary US markets and energy-seeking training geographies.
operating-constrained
Phoenix
Heat, water and transmission into a desert metro. Cooling architecture is the product question.
operating-constrained
Dublin
Grid and planning constraints on new large loads have been a defining European case. Do not treat Dublin as an open market.
Displaced demand: Other European and Nordic sites; also a reason Asian/Australian energy-seeking sites get a hearing.
operating-constrained
London
Power availability in West London and related catchments has been a public constraint story. Planning and diesel/backup politics sit on top.
operating-constrained
Frankfurt
Power, land and planning in a dense financial-IX geography.
operating-constrained
Amsterdam
Moratoria and sustainability tests on new data centres have been part of the public record. Water and land politics matter.
Displaced demand: Other Dutch and German sites; Belgium.
operating-constrained
Singapore
Land, power and a managed capacity-allocation regime after earlier moratoria. The point of Darwin and Johor in this atlas.
Displaced demand: Johor, Batam, and northern Australian landing stories.
emerging
Johor
Displaced Singapore demand. Power, water and cross-border fibre are the real gates, not the headline.
Displaced demand: Further Malaysian and Indonesian sites if Johor power binds.
operating-constrained
Hong Kong
Land and power in a dense SAR. Thin seed.