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      <image:title>Insights - Social License Is the Unpriced Constraint in the AI Buildout</image:title>
      <image:caption>Seventy-one percent of Americans oppose AI data centers being built in their local area. Forty-eight percent oppose strongly. The opposition is bipartisan — 56% of Democrats, 39% of Republicans, 48% of independents say strongly opposed (Gallup, fielded March 2–18, 2026, n=1,000, ±4 pts). There is no meaningful split by age, race, education, income, or urbanicity, with the gender gap (women 55% vs men 43% strongly opposed) the only meaningful demographic divide. Seventy-one percent of Americans do not agree the sky is blue. They have agreed on this.</image:caption>
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      <image:title>Insights - Social License Is the Unpriced Constraint in the AI Buildout - The next playbook will be a deal-structure question, and four elements appear in nearly every credible proposal being drafted by counsel for community-side coalitions:</image:title>
      <image:caption>Explicit revenue share to host communities. Not jobs promises, not tax-abatement clawbacks. A percentage of facility revenue paid directly to the county or municipality, indexed to compute output, and audited. Ratepayer ringfencing. Grid upgrades attributable to a specific data-center load are billed to that load, not socialized onto residential and small-commercial ratepayers. This is the issue that has united consumer advocates and conservative tax groups in the same intervention filings. Enforceable water guarantees. Not "the facility will use best practices." A specific withdrawal cap, a specific reuse target, a specific drought-curtailment trigger, and a specific penalty schedule that survives the operator's bankruptcy. Decommissioning bonds that outlive the operator. The chip generation a facility is built around has a ten-to-fifteen-year economic life. The deal structure has to handle what happens when the facility is obsolete and the operator has moved on or wound down. The 1980s mining-reclamation statutes already answered this question for a different industry; the substrate is available.</image:caption>
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      <image:title>Insights - The Climate Talent Bottleneck - Make it stand out</image:title>
      <image:caption>What would it take to build real infrastructure for climate talent?</image:caption>
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