Data centres and Electronic specialty gases

Their prices have moved together.

Data centres (energy) and Electronic specialty gases (chemical): 1 relationship.

How they are linked

1. Price link: chip demand driver

Cost and price · Weak · Both ways

AI data centres drive demand for advanced chips, and with it the gases used to make them. The data-centre proxy is a commercial power price, so it measures energy cost rather than chip demand, and monthly moves correlate at just 0.11.

• 0.11 monthly change correlation
• 0.24 12-month change correlation
• 2.41 fitted elasticity

Built from the site data on production routes, energy flows, industry value chains, input-output tables and prices.