Midland–Odessa Holds 85.7 Excess Power—63 Points Above London, 61 Above Dublin as European Constraint Deepens

## Midland–Odessa vs. London: A 63-Point Spread

Midland–Odessa, TX logged an 85.7 excess-power score in today's DCPI refresh—63 points above London (16.9) and 61 points above Dublin (24.3). The gap represents the widest US-to-Europe delta in the index this quarter, and it is driving site-selection capital toward ERCOT and SPP at rates not seen since Q2 2025.

London's constraint score sits at 77.8, Dublin at 78.5, Amsterdam at 76.0. All three are now red-zone markets where every MW of new load triggers a multi-year interconnection queue or a capex-intensive substation build. Midland–Odessa, by contrast, carries a 22.8 constraint score—meaning power is available, substations have headroom, and time-to-energization is measured in months, not permitting cycles.

## What It Means for Capital Allocation

Hyperscalers with European data sovereignty requirements are now splitting builds: compliance workloads stay in-region, but training clusters and latency-tolerant inference are moving to Texas, Oklahoma, and rural SPP. The arbitrage is structural—land, power, and timelines all favor the US heartland by 2–3× on a $/MW basis.

The five new Frontier facilities added to DC Hub's live index today (Arizona and California regional sites) underscore the same dynamic: operators are expanding into second-tier, power-rich geographies rather than queueing for constrained Tier 1s.

## Methodology

DC Hub's DCPI scores 333 markets daily across excess power (generation headroom, transmission capacity, queued load) and constraint (interconnection wait times, substation capacity, permitting friction). Scores run 0–100; above 70 is investable, below 30 is avoid.

Source: DC Hub Data Center Power Index (https://dchub.cloud/dcpi). Updated daily.

---

Press inquiries: [email protected] · DC Hub MCP API: https://dchub.cloud/mcp