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Cipher Intelligence GroupCIPHERIntelligence Group
Company no.•15075022Registered office•Leeds, EnglandOutputs•Evidence-weightedPrivacy•By designLiability•Capped to fees paid
Signals

Short, source-linked notes.

Signals are brief and decision-oriented. Each includes sources, and any inference or uncertainty is labelled plainly.

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Decision impact
Practical proxy (0–100)
Evidence confidence
Strength + triangulation
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Capped at ≤10%
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Late-2025 shifts in semiconductor tooling permissions and localisation pressures may affect lead-times, vendor options, and compliance risk in 2026 planning.

Decision impact71/100
Evidence confidence62/100
SemiconductorsGeopoliticsSupply chainLead-timesFilter-bubble: 9%
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Connections reform continues to evolve; delivery planning should assume policy and process movement and maintain an evidence-backed assumptions log.

Decision impact76/100
Evidence confidence76/100
UK powerConnections reformDelivery riskGovernanceFilter-bubble: 7%
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Methodologies and process changes can create implementation risk: interpretation gaps, transitional rules, and inconsistent application across cases.

Decision impact64/100
Evidence confidence70/100
NESOConnectionsProcess riskRegulatory implementationFilter-bubble: 8%
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Demand connection queues are under pressure; credibility filtering and queue reform is now a decision-grade constraint for data-centre and electrification plans.

Decision impact82/100
Evidence confidence82/100
UK powerConnectionsNESOTime-to-powerProgramme riskFilter-bubble: 7%
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Construction costs and programme complexity are rising materially, increasing the value of disciplined procurement and interface controls.

Decision impact77/100
Evidence confidence74/100
Data centresConstructionCost escalationProgramme riskFilter-bubble: 7%
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Macro-volatility and structural shifts in FX/EM markets can translate into contract fragility, re-pricing, and procurement slippage.

Decision impact58/100
Evidence confidence78/100
MacroFXEmerging marketsContractingFilter-bubble: 8%
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Construction risk is increasingly dominated by scale, contractor capability, and concentration risk. This affects programme assurance and procurement strategy.

Decision impact66/100
Evidence confidence70/100
Data centresConstruction riskDelivery assuranceProcurementFilter-bubble: 9%
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Advanced semiconductor export controls continue to shape supplier selection, compliance posture, and delivery risk for AI-related programmes.

Decision impact74/100
Evidence confidence80/100
Export controlsSemiconductorsComplianceSupply chainFilter-bubble: 8%

Disclaimer

Signals are informational; they are not investment advice.

Signals summarise public sources and Cipher analysis. You remain responsible for your decisions. Where you need legal, regulatory or financial advice, obtain it from appropriately qualified advisers.