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UBS ON OIL: DRAWING DOWN EMERGENCY INVENTORIES COULD LEAVE MARKET MORE VULNERABLE TO FUTURE SUPPLY DISRUPTIONS, POTENTIALLY LEADING TO LARGER PRICE SWINGS

UBS ON OIL: DRAWING DOWN EMERGENCY INVENTORIES COULD LEAVE MARKET MORE VULNERABLE TO FUTURE SUPPLY DISRUPTIONS, POTENTIALLY LEADING TO LARGER PRICE SWINGS

ReutersReuters2026/10/07 12:02

UBS ON OIL: DRAWING DOWN EMERGENCY INVENTORIES COULD LEAVE MARKET MORE VULNERABLE TO FUTURE SUPPLY DISRUPTIONS, POTENTIALLY LEADING TO LARGER PRICE SWINGS

UBS ON OIL: DRAWING DOWN EMERGENCY INVENTORIES COULD LEAVE MARKET MORE VULNERABLE TO FUTURE SUPPLY DISRUPTIONS, POTENTIALLY LEADING TO LARGER PRICE SWINGS
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A new twist has emerged in the US AI data center investment boom. SoftBank is preparing for cooling US demand and a deteriorating political environment, and does not rule out shifting data center construction priorities to other countries. As cross-border computing power delivery capability improves and investment returns come under question, the logic behind AI infrastructure expansion is loosening, and over $3.5 trillion in infrastructure investment now faces potential impairment risks.

华尔街见闻•2026/11/09 10:26
SoftBank develops contingency plans for slowdown in US data center business, considers shifting to other countries