Aroko

Tracked forecast · watch-05-4

November 2026 Imperial County ballot initiative on a data center ban.

Open

Chokepoint
Grid Connections & Local Approval — Interconnection queues, siting fights, and the regulatory dockets (FERC, state PUCs, SCCs) that decide them. (Mostly price, occasionally an outright no)
Kill condition
A ban victory hardens the restrictive thesis and forecloses the Imperial geothermal corridor; defeat opens 2–4 GW of marginal upside in California.
Horizon
One-time vote, November 2026
Source
Issue 5 — The Subnational Sovereigns · full issue

Why it is on the watchlist

A county-level ballot test of the restrictive thesis, sitting directly on top of the Imperial Valley geothermal corridor and its 2–4 GW of marginal upside.

How Aroko tracks forecasts

Every item is reproduced from a published issue with its original kill condition intact. Status changes only on dated, citable evidence that meets that condition, reviewed weekly. Nothing is resolved in hindsight to improve the record.

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