• SEGRO warned in an October 20, 2026 analysis that power constraints threaten UK data center investment despite strong demand and available capital.
• Ofgem’s proposed milestones for data centers above 10MW risk penalizing credible, phased developments by requiring customer commitments before power availability is certain.
• A proposed 2.5% commitment fee would require £23.8 million for a 100MW project, creating significant financial exposure for developers.
• The analysis urged capped exposure, progressive security releases and a dedicated pathway for phased data center campuses.
• Network operators should face binding delivery obligations, with developers able to challenge repeated connection delays rather than commit capital without recourse.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SEGRO plc published the original content used to generate this news brief on October 20, 2026, and is solely responsible for the information contained therein.