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Jesse Felder
jessefelder.com
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‘Even if the force majeure notice is intended as a precautionary step it risks alarming lenders backing the project. The debt tied to the development is already trading at stressed levels and it raises questions yet again about the resilience of data center leases.’ https://www.bloomberg.com/news/articles/2026-09-24/oracle-cites-force-majeure-to-shield-itself-on-controversial-data-center?utm_source=website&utm_medium=share&utm_campaign=twitter
2026-09-24T14:07:19.259Z