---
id: "action-model-energy-costs"
type: "action-item"
source_timestamps: ["00:12:45", "00:13:35"]
tags: ["data-centers", "financial-modeling"]
related: ["concept-ai-energy-function", "quote-ai-energy"]
action: "Hyperscalers and data center planners must model significantly higher energy cost envelopes for future builds."
outcome: "Accurate financial forecasting that accounts for the structural increase in global LNG and electricity prices."
speakers: ["Nate B. Jones"]
sources: ["s50-helium-48-days"]
sourceVaultSlug: "s50-helium-48-days"
originDay: 50
---
# Model Higher Energy Cost Envelopes

For strategic planners building data centers — especially in regions exposed to global LNG markets like Europe and Asia — the historical models for energy costs are no longer valid.

**Action**: Incorporate the reality of constrained LNG supply from the Gulf and model significantly higher, long-term energy cost envelopes. Failure to do so will result in vastly underestimated operating expenses for new AI infrastructure.

This directly applies the [[concept-ai-energy-function]] thesis (see also [[quote-ai-energy]]). Particularly relevant for hyperscalers planning multi-year capex commitments where small per-kWh deltas compound dramatically over a build's operating lifetime.