The US Monthly Jobs Report is signaling joy and a labor recovery now 3 months along. The labor recession started on 9/8/23 and ran for 34 months, and no one noticed, until 7/3/26 when the labor recovery started. The employment for the data centers bumps the jobs numbers higher although the path forward is sketchy since communities across America are shouting "NIMBY" and "BANANA!" 'Not in my backyard' and 'build absolutely nothing anywhere not anytime'.
A manufacturing recession was in progress for a couple years, along with the housing recession and labor recession, but this sogginess was not enough to tip the US into an overall recession because the AI hype and consumer spending by the wealthy class, that raped the financial system for all it is worth over the last six decades, negate the recession risk. These are not your grandfather's markets. Manufacturing jobs have steadily increased for a few months, mainly due to data centers, painting a bright future ahead, if you ignore the NIMBY crowd.
Keystone is a retired chemical engineer, one of the many hats, and folks should not be afraid of the data centers. The data center negative hype is embellished to pull in eyeballs to the cable news outlets so they can increase viewership and allow them to charge higher advertising rates. Money controls everything. Most of the time, the lip-gloss beauties do not believe what they are reading out of the teleprompter.
The data centers will pull a lot of electricity from the grid unless they are built on top of natural gas reserves and then they can place a gas turbine plant to generate their own electric and feed excess juice back into the grid. Otherwise, the facilities will draw power and there has to be safeguards to make sure the greedy b*stards foot the bill themselves.
On water, the closed cooling loops do conserve water but there is evaporative losses, and the system needs charged with new water each time it is taken down for maintenance or to fix something. Again, the water situation should not be a big deal as long as the tech companies pay the freight. Water can also be brought in on tank trucks; that is done for closed oil loops.
The data center may have square-shaped cooling towers on the roof, many regular buildings do, and this is no biggie. You will see water vapor rising from these units that is water lost that the system will have to make up. Noise should be the major focus and also security plans because you can see that a drone can be flown into the data center and cause lots of damage and downtime. We are now in the new Drone Warfare Age.
As long as the data centers go into old steel mill sites, industrial sites and old power plant sites, no harm no foul. They will be less pollutive and noisy than the old plants and the properties will already be zoned properly. Residential homes will be a distance away so noise should not be an issue at old industrial sites. Data centers in rural areas are a problem. You do not want the quiet serene forest ruined by a constant hum. Screw that. Keep the rural areas zoned agricultural so they cannot build on them. From spending years around big fans, pumps and other equipment, Keystone is deaf in one ear and can't hear out of the other.
Big earthen barriers can be erected around a data center to send noise upwards instead of out across the land and towards residential homes. Shrouds and enclosures can be placed around noisy pumps and fans to mitigate noise. Greedy companies are not going to do this work voluntarily because these noise mitigation efforts will cost millions of dollars. They must be forced to by the local communities. Focus on the decibel readings at various distances from the data center to see if those intentions are met after the facility is operating.
Bigger minds will have to figure out how to protect data centers from drone attacks. Just think, all this effort and money to build data centers that can be destroyed in seconds with a drone.
Anyhoo, this is about jobs so back on track. The US labor recovery should continue. For the next US Monthly Jobs Report, an unemployment rate of 4.3% would be needed on 10/2/26 to flip the situation negative and begin a new labor recession. The housing recession turned into a housing recovery this year but that only ran for 5 months and flipped back into a housing recession. You can scroll back to study that chart.
Thus, if the unemployment rate comes in the same at 4.1%, or even higher at 4.2%, on 10/2/26, the labor recovery will continue to chug along. A rate of 4.3% would be very bad news and probably the early warning shot that the economy may start falling apart. So be there or be square on 10/2/26. May as well since Palisades Park will be closed for the season.
In four weeks, the answer will be known on the path forward for jobs and the labor recovery in progress and it likely depends on the progression of the data center build-out.
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