- Add clustered vs isolated facility comparison to README - Expand infrastructure insights with hyperscaler energy strategies - Document additional database tables (opposition cases, IM3 projections, utility rates) - Enhance research ideas with specific watershed names and grid saturation data - Add data quality notes about EIA longitude corrections - Reference loaded but unused tables for future analysis
570 lines
19 KiB
Markdown
570 lines
19 KiB
Markdown
# Research Ideas & Future Work
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This document outlines potential research directions, data improvements, and analyses that could extend the current US Data Centers geospatial research infrastructure.
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## Priority Next Steps
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### 1. Backfill Power Capacity Data
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**Status**: Only 5.9% of facilities have `power_mw` values (108/1,833)
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**Approach**:
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- Scrape Baxtel data center database (requires paid subscription)
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- Use Data Center Map API/scraping
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- Cross-reference with utility interconnection queue filings
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- FOIA requests to state utility commissions for large loads
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**Research Impact**:
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- Enable capacity-weighted concentration metrics (current analyses are facility-count only)
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- Correlate power capacity with demographic/environmental variables
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- Identify "hyperscale" facilities (>100 MW) vs. edge/enterprise (<10 MW)
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**Implementation**:
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```python
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# Add capacity-weighted HHI calculation to analyze_dc_tract_concentration.py
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capacity_weighted_hhi = sum((mw_i / total_mw) ** 2 for mw_i in tract_capacities)
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```
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---
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### 2. Operator Name Deduplication
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**Status**: String fragmentation inflates operator counts ("Meta" vs. "Meta, Inc.", AWS variants)
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**Approach**:
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- Create `operator_mapping` table with canonical names
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- Use fuzzy matching (e.g., `fuzzywuzzy` library) to standardize
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- Add `operator_canonical` column to `master_data_centers`
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**Research Impact**:
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- Accurate hyperscaler market share analysis
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- Study operator-specific siting strategies (AWS hydro, Microsoft nuclear, Meta solar)
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- Enable "operator power" political economy analyses
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**Script**:
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```python
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# operators_dedupe.py
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import pandas as pd
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from fuzzywuzzy import process
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# Load unique operators
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operators = pd.read_sql("SELECT DISTINCT operator FROM master_data_centers", conn)
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# Manual + fuzzy matching to canonical names
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canonical_map = {
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"Meta": ["Meta", "Meta, Inc.", "Meta Platforms", "Facebook"],
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"Amazon Web Services": ["AWS", "Amazon", "Amazon Web Services"],
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# ... etc.
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}
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```
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---
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### 3. Water Stress Overlay
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**Status**: 257 HUC8 watersheds contain data centers; 15 watersheds hold 50% of facilities
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**Priority**: HIGH - Critical for environmental impact analysis
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**Approach**:
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- Join to USGS WaterWatch streamflow data
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- Add USGS Drought Watch indicators by HUC8
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- Correlate data center density with:
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- Groundwater depletion rates
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- Surface water withdrawal permits
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- Drought frequency/severity (USDM historical data)
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**Key Watersheds for Focus**:
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- **Middle Potomac-Catoctin** (HUC8 02070008): 235 DCs (12.8% of US total) - Loudoun/Ashburn
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- **Middle Potomac-Anacostia-Occoquan** (02070010): 111 DCs - Fairfax/inner Loudoun
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- **Coyote** (18050003): 88 DCs - Silicon Valley
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- **Upper Scioto** (05060001): 73 DCs - Columbus OH
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- **Umatilla** (17070103): 29 DCs - AWS-exclusive watershed
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**Research Questions**:
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- Are data centers sited in water-stressed watersheds?
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- Do high-density clusters (Loudoun County, Columbus OH) face water constraints?
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- Compare water stress in hyperscaler non-metro sites (Columbia River corridor) vs. metro clusters
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- Does single-operator watershed capture (Umatilla = AWS only) correlate with water availability?
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**Tables to Create**:
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- `watershed_water_stress` - HUC8-level water stress indicators
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- `data_center_water_risk` - Per-facility water-stress exposure
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**Notebook**: `water_stress_analysis.ipynb`
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---
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### 4. Opposition Cases Overlay
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**Status**: 18 geocoded opposition cases in `opposition_cases_geocoded` table (loaded but unused)
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**Approach**:
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- Expand dataset: Compile additional cases of rejected/delayed data center proposals from news archives
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- Geocode all opposition cases, join to demographics/hazards
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- Test hypotheses:
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- Do wealthier/more educated communities successfully block projects?
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- Are opposition cases more common in water-stressed or drought-prone areas?
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- Do smaller non-metro communities have less bargaining power?
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- Does clustered vs. isolated location predict opposition likelihood?
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**Research Questions**:
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- What predicts opposition success?
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- Are opposition cases spatially clustered?
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- Do demographics differ between accepted vs. rejected sites?
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- Correlation with FEMA hazard exposure scores?
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**Analysis Plan**:
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```sql
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-- Join opposition cases to demographics
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SELECT o.*, ct.median_household_income, ct.bachelors_or_higher_pct
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FROM opposition_cases_geocoded o
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JOIN _dc_census_tract_acs_2024 ct
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ON ST_Contains(ct.geom, o.geom);
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```
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**Output**: `opposition_cases_analysis.md`
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---
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### 5. IM3 Forward Projection Integration
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**Status**: IM3 model data loaded in `im3_state_projected_moderate_50` (328 rows) and `im3_projected_state_demand_summary` (31 rows)
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**Approach**:
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- Load IM3 projected demand scenarios (2030, 2040, 2050)
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- Overlay projected growth with:
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- Current grid saturation (% of generation within 50 km)
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- Water stress indicators
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- Land availability (zoned industrial parcels)
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- Identify regions where projected demand may exceed infrastructure capacity
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**Grid Saturation Context** (from current analysis):
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- **New Jersey**: 83% of grid within 50 km of DC
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- **Nevada**: 75%
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- **Tennessee**: 70%
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- **Oregon**: 68%
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- **Arizona**: 56%
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- **Virginia**: 50%
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**Research Questions**:
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- Which states face grid saturation from data center growth?
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- Are projected sites in water-stressed watersheds?
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- Does IM3 assume spatial distribution patterns consistent with current siting?
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- Can states with >50% grid saturation accommodate projected demand?
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**Implementation**:
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```sql
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-- Compare current saturation to IM3 projected demand
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SELECT
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current.state,
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current.dc_count,
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current.pct_grid_saturated,
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proj.facility_count AS projected_new_facilities,
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proj.total_it_mw AS projected_new_mw
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FROM state_grid_saturation current
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JOIN im3_projected_state_demand_summary proj ON current.state = proj.state
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WHERE current.pct_grid_saturated > 50
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ORDER BY current.pct_grid_saturated DESC;
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```
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**Notebook**: `im3_projection_overlay.ipynb`
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---
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## Methodological Extensions
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### 6. Time-Series Analysis of Cluster Growth
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**Approach**:
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- Use `rfs_year` (ready for service) from cable data and EIA generator vintage
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- Reconstruct data center siting over time (requires RFS dates for facilities)
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- Animate cluster formation in interactive map
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**Research Questions**:
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- Did Ashburn VA become dominant before or after major cable landings?
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- Do clusters grow via agglomeration (new facilities near existing) or simultaneous build-out?
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- Correlation between energy infrastructure build-out and data center growth
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**Data Needed**:
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- Facility RFS dates (scrape from press releases, Baxtel historical data)
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- Historical tract demographics (decennial Census + ACS back to 2000)
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---
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### 7. Network Effects: Fiber Route Proximity
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**Status**: Current analysis tests submarine cable proximity (negative result)
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**Approach**:
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- Obtain fiber optic backbone route GIS data (from FCC, carriers, or Infrapedia)
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- Test proximity to long-haul fiber routes (not just submarine cables)
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- Hypothesis: Data centers cluster near fiber, not cables
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**Data Sources**:
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- FCC Form 477 fiber deployment data
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- Infrapedia fiber route database
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- State-level fiber maps (e.g., Virginia Broadband Map)
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**Expected Result**: Positive correlation (unlike submarine cables)
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---
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### 8. Land Use & Zoning Analysis
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**Approach**:
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- Join data centers to local zoning classifications (industrial, commercial, etc.)
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- Analyze land prices in data center tracts before/after facility construction
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- Correlate with property tax revenues
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**Research Questions**:
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- Do data centers drive local property value increases?
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- Are they preferentially sited in already-zoned industrial areas?
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- Do host communities capture tax base growth?
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**Data Sources**:
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- Zillow Home Value Index (ZHVI) by ZIP
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- ATTOM property tax assessments
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- Municipal zoning GIS layers (city-specific, requires scraping/FOIA)
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---
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### 9. Environmental Justice Scoring
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**Approach**:
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- Compare data center host tracts to EPA's EJScreen indices
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- Add CalEnviroScreen-style burden/benefit framework
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- Test if data centers increase cumulative environmental burdens
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**Metrics**:
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- Air quality (PM2.5, ozone)
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- Hazardous waste proximity
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- Superfund site proximity
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- Heat island effect (LST from Landsat)
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- Noise pollution (traffic, cooling systems)
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**Expected Challenge**: Data centers may improve local metrics (compared to heavy industry) but increase water/energy consumption
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---
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## Policy & Political Economy Research
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### 10. Tax Incentive Analysis
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**Approach**:
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- Compile state/local tax incentives for data center siting (property tax abatements, sales tax exemptions)
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- Create `data_center_incentives` table with per-facility incentive details
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- Correlate incentive generosity with:
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- State fiscal health
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- Local government bargaining power
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- Facility size/operator
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**Research Questions**:
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- Do weaker fiscal states offer larger incentives?
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- Are incentives regressive (larger for hyperscalers)?
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- Do incentives predict siting decisions (natural experiment approach)?
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**Data Sources**:
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- Good Jobs First Subsidy Tracker
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- State economic development agency press releases
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- Local news archives
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---
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### 11. Employment & Labor Market Effects
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**Approach**:
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- Join to BLS Quarterly Census of Employment and Wages (QCEW) by ZIP/county
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- Identify "data center construction boom" periods (before/after major facility openings)
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- Analyze employment effects in:
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- Construction (NAICS 23)
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- Transportation/warehousing (NAICS 48-49)
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- Professional services (NAICS 54)
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**Research Questions**:
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- Do data centers create durable local employment?
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- Are jobs filled by local residents or commuters?
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- Wage effects in host tracts?
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**Data Sources**:
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- BLS QCEW
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- Census LEHD Origin-Destination Employment Statistics (LODES)
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---
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### 12. Energy Cost Pass-Through
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**Approach**:
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- Join to state-level electricity rate data (EIA, utility rate tracker)
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- Test if data center density correlates with residential rate increases
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- Natural experiment: Compare rate trajectories in high-DC vs. low-DC states
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**Research Questions**:
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- Do data centers drive residential rate increases (capacity cost allocation)?
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- Are rate increases concentrated in utility service territories with large data center loads?
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- Do states with retail choice (deregulated markets) see different effects?
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**Data Sources**:
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- EIA Form 861 (retail rates by state/utility)
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- Utility rate case filings (state public utility commissions)
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---
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## Data Quality & Infrastructure Improvements
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### 13. Address Validation & Geocoding Refinement
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**Approach**:
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- Re-geocode the 45 facilities using city-precision fallback
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- Use USPS address validation API
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- Cross-reference with Google Maps satellite imagery (manual review)
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**Implementation**:
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```python
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# Re-run geocoding with stricter thresholds
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python3 load_postgis_data_centers.py --revalidate-addresses
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```
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---
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### 14. OSM Continuous Monitoring
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**Approach**:
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- Set up automated Overpass API queries (daily/weekly)
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- Detect new OSM data center tags
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- Alert for review + merge into `master_data_centers`
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**Implementation**:
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- Cron job running `load_postgis_osm_data_centers.py --update-only`
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- Slack/email notification on new facilities
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---
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### 15. Broadband Speed Validation
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**Approach**:
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- Cross-reference FCC BDC provider data with Ookla Speedtest results
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- Test if data center host tracts have faster actual speeds (not just availability)
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**Hypothesis**: Data center presence correlates with infrastructure investment → higher speeds
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**Data Sources**:
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- Ookla Open Data (aggregated Speedtest results by tile)
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- FCC Measuring Broadband America
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---
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## Visualization & Communication
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### 16. Interactive Story Map
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**Approach**:
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- Build Scrollama.js narrative map
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- Sections:
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1. National overview (cluster map)
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2. Ashburn VA zoom (dominance of single region)
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3. Demographics comparison (host vs. national)
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4. Water stress hot spots
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5. Energy infrastructure saturation
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**Output**: `story_map.html` (standalone web page)
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---
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### 17. Policy Brief Generation
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**Approach**:
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- Auto-generate policy briefs from analysis outputs
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- Targeted audiences:
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- State legislators (energy/water policy)
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- Local governments (tax incentive negotiation)
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- Environmental justice advocates
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**Template**:
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```markdown
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# Data Center Siting in [STATE]: Key Facts for Policymakers
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- **[STATE] hosts X% of US data centers** (rank: #Y)
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- **Host communities are Z% wealthier** than state average
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- **A% of state generation is within 50 km of a data center**
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- **Top watershed holds B facilities** (water stress: [HIGH/MEDIUM/LOW])
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```
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---
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### 18. Comparative International Analysis
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**Approach**:
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- Extend methodology to EU, Canada, Australia
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- Compare siting patterns (e.g., Nordic countries = renewable energy, cold climate)
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- Test if "concentrated costs / dispersed benefits" holds internationally
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**Data Sources**:
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- OpenStreetMap (global coverage)
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- Eurostat demographics
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- IEA energy data
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- TeleGeography global cable data (already available)
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**Research Questions**:
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- Are US patterns unique (tax-driven siting) vs. EU (regulatory constraints)?
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- Do Nordic countries see more equitable distribution?
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---
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## Speculative / Long-Term Ideas
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### 19. AI Demand Forecasting
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**Approach**:
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- Train ML model to predict data center siting
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- Features: demographics, energy capacity, fiber proximity, tax rates, water availability
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- Test on historical data (train on pre-2015, test on 2015-2025)
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**Use Case**:
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- Identify "likely future sites" for proactive policy intervention
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- Warn communities of potential incoming projects
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---
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### 20. Cooling Technology Analysis
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**Approach**:
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- Classify facilities by cooling type (air, water, hybrid)
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- Correlate with:
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- Climate (CDD: cooling degree days)
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- Water availability
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- Facility size
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**Data Sources**:
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- Manual classification from news/press releases
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- FOIA requests to water utilities (cooling water withdrawal permits)
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**Research Questions**:
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- Are water-cooled facilities concentrated in water-stressed regions (paradox)?
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- Do hyperscalers use more efficient cooling (e.g., Meta's Prineville OR evaporative cooling)?
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---
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### 21. Bitcoin Mining Facilities
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**Approach**:
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- Overlay cryptocurrency mining facilities (subset of "data centers")
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- Compare siting patterns: Bitcoin mines prefer low electricity costs (WA, TX, NY hydro)
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- Test if Bitcoin mines face more opposition (negative perception)
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**Data Sources**:
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- Cambridge Bitcoin Electricity Consumption Index (has facility locations)
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- News archives of mining farm proposals/rejections
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---
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### 22. Disaster Resilience & Redundancy
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**Approach**:
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- Model simultaneous hazard exposure across data center clusters
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- E.g., "What % of US data centers are in wildfire risk zones?"
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- Identify single points of failure (e.g., Ashburn VA = 20% of US capacity)
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**Research Questions**:
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- Is the current spatial distribution resilient to climate change?
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- Should policy incentivize geographic diversification?
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**Output**: `disaster_resilience_report.md`
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---
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### 23. Edge Data Center Network
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**Approach**:
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- Separately analyze edge facilities (<1 MW) vs. hyperscale (>100 MW)
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- Test if edge DCs follow different siting logic (population density > energy cost)
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**Data Challenge**: Current inventory does not distinguish edge vs. hyperscale (need `power_mw` backfill)
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---
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### 24. Carbon Intensity of Host Grids
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**Approach**:
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- Join to EPA eGRID subregion carbon intensity (lb CO₂/MWh)
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- Calculate per-facility estimated carbon footprint (if `power_mw` available)
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- Compare to corporate renewable energy procurement (RECs, PPAs)
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**Research Questions**:
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- Are data centers disproportionately in high-carbon grids?
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- Do hyperscaler renewable commitments offset grid carbon?
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**Data Sources**:
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- EPA eGRID
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- Corporate sustainability reports (Google, Microsoft, Meta, AWS)
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---
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## Collaboration Opportunities
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### Academic Partnerships
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- **Energy researchers**: Joint analysis of grid saturation + IM3 projections
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- **Environmental justice scholars**: EJScreen overlay + opposition case studies
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- **Political scientists**: Tax incentive analysis + local government bargaining power
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### Policy Stakeholders
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- **State energy offices**: Share grid saturation maps
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- **Water resource agencies**: Watershed analysis for permitting
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- **Local governments**: Demographic/tax revenue analysis for negotiation leverage
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### Industry Engagement
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- **Data center operators**: Validate facility data, discuss siting criteria
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- **Colocation providers**: Access to tenant mix data (multi-tenant vs. single-tenant)
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---
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## Tools & Infrastructure Improvements
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### Database Enhancements
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- Add `version` column to track data vintage
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- Implement `audit_log` table for data lineage
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- Set up automated backups to S3/Azure Blob
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### Code Quality
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- Add unit tests for geocoding functions
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- Create `config.yaml` for database credentials (replace hardcoded env vars)
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- Dockerize analysis environment for reproducibility
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### Documentation
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- Add JSDoc-style comments to all Python functions
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- Create `CONTRIBUTING.md` for external collaborators
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- Record Jupyter notebook walkthroughs (video tutorials)
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---
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## Unfunded / Ambitious Ideas
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### 25. Real-Time Energy Monitoring
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- Partner with utility to get live load data from data center substations
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- Build dashboard showing real-time energy consumption by facility
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- Correlate with AWS/Azure/GCP service outages (reverse-engineer capacity from brownouts)
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### 26. Social Media Sentiment Analysis
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- Scrape Twitter/Reddit for mentions of local data center projects
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- NLP sentiment analysis: support vs. opposition
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- Correlate sentiment with facility approval outcomes
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### 27. LIDAR Analysis of Cooling Infrastructure
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- Use aerial LIDAR to measure rooftop cooling equipment volume
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- Proxy for facility size (cooling = f(IT load))
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- Build predictive model: cooling equipment → power capacity
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---
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## Contact & Contributions
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If you're interested in collaborating on any of these research directions, please contact the repository owner.
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**Priorities for external collaboration**:
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1. Power capacity data acquisition
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2. Water stress/drought overlay
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3. Opposition cases database compilation
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4. International comparative analysis
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---
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## References for Future Work
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### Data Sources to Explore
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- **Department of Energy**: Grid resilience reports, interconnection queues
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- **NREL**: Renewable energy potential by HUC (solar, wind)
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- **USDA**: Agricultural water use by county (competition for water)
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- **NOAA**: Climate normals + projections by grid cell
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- **BLS**: QCEW employment data, wage data
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- **EPA**: eGRID, EJScreen, Superfund sites
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### Academic Literature Gaps
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- Limited peer-reviewed research on data center spatial concentration
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- No published studies on water stress exposure of data centers
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- Opportunity for "first mover" publication in major geography/planning journals
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### Policy Levers to Investigate
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- State renewable portfolio standards (RPS) → data center siting
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- Federal infrastructure investment (IRA, CHIPS Act) → energy grid capacity
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- Local zoning reform (industrial land use restrictions)
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---
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**Last Updated**: May 2026
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