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Deep & Emerging Tech·September 14, 2026·1 min read

Chevron Australia President on LNG outlook

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If LNG executives are flagging Middle East tensions in the same breath as pricing and supply, energy volatility is now a base case, not an outlier. AI and data center build plans that ignore LNG-linked power price swings are carrying unpriced risk on both opex and uptime.

Deep & Emerging Tech

Document: Samsung and SK Hynix rejected KEPCO's proposal to prepay ~$18.7B of chip cluster power bills, citing uncertainty over long-term chip demand

Top memory makers refusing to prepay ~$18.7B for power infrastructure is a reminder that even with AI demand, long-horizon chip capex is not a straight line. If your roadmap assumes infinite cheap power for fabs and AI clusters, start stress-testing for delayed grid buildouts and more conservative utility financing structures.