Nancy Mace Wants to Make Power Bills Great Again With Datacenter Moratorium

The proposed moratorium targets datacenter construction in South Carolina, directly affecting AI_INFRASTRUCTURE (datacenter operators) and UTILITIES (energy providers). If enacted, it would create regulatory uncertainty for new datacenter projects, potentially slowing capacity growth and increasing costs for operators. The mechanism is regulatory: a one-year ban on new permits could shift datacenter investment to other states, while utilities may face lower demand growth projections. The impact is region-specific (South Carolina) but could signal broader regulatory trends in other states. No direct commodity price effect; the channel is project permitting and energy demand forecasts.