Grid And Execution RiskExpansion at River Bend depends on grid authorizations, creating execution risk that could delay projects and force reliance on on-site gas or bring-your-own generation solutions.
Market Sentiment VulnerabilityAbsence of an immediate hyperscaler tenant announcement prompted a sharp share price reaction, highlighting the stock's sensitivity to near-term newsflow and investor sentiment.
Pipeline Contraction ImpactReduction in the total development pipeline suggests cancelled or de-prioritized projects, which may temper long-term growth expectations compared with earlier plans.