Our Scans · AI Integration Across the Energy Value Chain · Weekly Summary

• [New] By 2030, the clean energy supply capacity for AI computing power infrastructure will significantly increase, while the application of AI in the energy sector will also improve. / China Center for Strategic and International Studies
• [New] Global markets opened the week in a risk-off mood after three shocks hit together: a sharp AI and technology sell-off, stronger-than-expected US payrolls that raised expectations of Federal Reserve rate hikes, and renewed Iran-Israel tensions that pushed oil above $97 a barrel. CPA | The Credit Protection Association
• [New] Global Equities Are off to a Rocky Start in 2026 - Stocks may endure a tumultuous spring as they face a triple threat of continued disruption of the flow of oil through the Strait of Hormuz, risks to the credit markets, and peaking AI capital expenditure growth rates. AMG National Trust
• [New] As agentic commerce scales, AI compresses vendor pricing, and Visa's tightened VAMP framework shifts responsibility upstream, the payments ecosystem is entering a period of systemic recalibration that will define 2026. FinExtra
• Bolstered by fiscal stimulus from the One Big Beautiful Bill Act and massive AI investment, LPL Research expects the U.S. economy to grow by 2% in 2026 (measured by real gross domestic product), even if oil prices stay elevated for several more weeks. RTI Wealth Management
• We have positioned Smart Sand to benefit from expected long-term growth in North American natural gas demand driven by expanding LNG export capacity and increasing gas-fired power generation to support AI data center electricity needs. Cision PR Newswire
• The UAE is leveraging strategic collaboration between ADNOC Abu Dhabi National Oil Company, Masdar a subsidiary of the state-owned Mubadala Investment Company, G42, and Microsoft to harness the potential of advanced AI technologies in the energy sector. Belfer Center
• Generative AI engines like Claude Mythos and OpenAI Daybreak are discovering open-source security vulnerabilities far faster than human maintainers can write, test, and push downstream patches. Planet Mainframe
• While the UAE has relied on oil for the past half-century, it will depend on technology and AI for the next 50 years. Belfer Center
• The UAE has actively addressed emerging threats like climate change while preparing for a future characterized by technological innovation, artificial intelligence, clean energy, and sustainability, signaling readiness for a post-oil era. Belfer Center
• While AI spending and US economic resilience fuel optimism, falling oil reserves and tightening supplies could lead to shortages and a significant global GDP contraction. Economic Times
• Generative AI Circular Design Optimization: Generative AI applied upstream to product design represents a USD 12 billion platform opportunity by 2030. evolvancemarketresearch.com
• In January, a report predicted that in 2026, 70% of the high-end memory chips produced would go toward data centers, which store AI memory, constraining all other downstream technology and driving up prices, directly undermining Republicans' affordability agenda. Fox News
• In Brunei, MOLIT, with support from local authorities in the oil-rich country, will leverage AI in developing a smart city integrated platform to help with water management and disaster response. Coingeek
• Boom Supersonic is trying to build the world's fastest airliner but will gladly sell its Superpower gas turbines to AI companies in need of data center energy. Wired
• UK electricity prices are the highest in Europe and that natural gas turbines will be required alongside nuclear power to meet AI and Data center energy demand. Great British Business Council
• Data centers and AI will drive UK gas demand for dispatchable power from about 8 TWh to 26 TWh by 2030 (Oxford Economics). Great British Business Council
• SoftBank and AEP plan massive Ohio gas-fired AI data center campus. DataX Connect
• EU funds availability: Poland has allocated EUR 3.2 billion from the National Recovery Plan for energy sector digitalization and green transition, creating co-funding opportunities for AI investments. The Thinking Company
• Natural gas and solar will benefit from the AI spending boom. CNBC
• The Chinese government is expected to outline a series of technology and science initiatives aiming at developing key sectors, including next-generation AI, advanced semiconductor production, industrial upgrades, and further expanding its renewable energy sector. Al Jazeera

Last updated: 20 June 2026