CLWTI Crude Oil Futures

Appears in these Strategy Maps

• Giga Energy

  Derivative exposureDirection unclear6 conn

  Broad energy market sentiment and correlation with natural gas through fuel switching, economic activity, and energy sector capital flows.

  Evidence as of 2026-07-15

• Censys

  Commodity inputPrice could fall3 conn

  Energy costs embedded in hyperscale cloud compute and data center electricity consumption that Censys relies on for petabyte-scale storage and continuous scanning operations.

  Evidence as of 2026-07-15

• Censys

  Derivative exposurePrice could fall3 conn

  Energy costs embedded in cloud compute pricing, as hyperscalers consume electricity for data centers that power Censys's scanning infrastructure and data storage.

  Evidence as of 2026-07-15

• BRINC

  Derivative exposurePrice could fall3 conn

  Transportation and logistics costs for inbound components and outbound drone shipments correlate with crude oil prices affecting overall cost structure.

  Evidence as of 2026-07-15

• BRINC

  Derivative exposurePrice could fall3 conn

  Transportation and logistics costs for inbound components and outbound drone shipments correlate with crude oil prices affecting overall cost structure.

  Evidence as of 2026-07-15

• Giga Energy

  Derivative exposureDirection unclear6 conn

  Broad energy market sentiment and correlation with natural gas through fuel switching, economic activity, and energy sector capital flows.

  Evidence as of 2026-07-15

• Censys

  Commodity inputPrice could fall3 conn

  Energy costs embedded in hyperscale cloud compute and data center electricity consumption that Censys relies on for petabyte-scale storage and continuous scanning operations.

  Evidence as of 2026-07-15

• Censys

  Commodity inputPrice could fall3 conn

  Energy costs embedded in hyperscale cloud compute and data center electricity consumption that Censys relies on for petabyte-scale storage and continuous scanning operations.

  Evidence as of 2026-07-15

• Stripe

  Commodity inputPrice could fall5 conn

  Oil prices affecting consumer discretionary spending power and e-commerce transaction volumes through gasoline prices and inflation effects on Stripe's customer payment flows.

  Evidence as of 2026-07-16

• Telegram

  Commodity inputPrice could fallInferred5 conn

  Energy cost exposure affecting global data center operations and electricity pricing for server infrastructure.

  Evidence as of 2026-07-21

• Anysphere

  Commodity inputPrice could fallSpeculative4 conn

  Energy cost component of data center operations powering GPU inference workloads, with crude oil prices influencing electricity generation costs and cloud provider pricing.

  Evidence as of 2026-07-18

• ByteDance

  Commodity inputPrice could fallInferred4 conn

  Energy costs for powering massive global data center infrastructure and content delivery networks scale with oil-linked electricity prices in many markets.

  Evidence as of 2026-07-18

• Epic Games

  Commodity inputPrice could fallInferred4 conn

  Energy costs for AWS cloud infrastructure and Epic's data centers hosting Fortnite multiplayer and Epic Games Store downloads.

  Evidence as of 2026-07-21

• Runway

  Commodity inputPrice could fallInferred5 conn

  Crude oil prices influence electricity generation costs in regions relying on oil-fired power or where natural gas prices track oil, indirectly affecting Runway's datacenter energy bills.

  Evidence as of 2026-07-23

• Valve Corporation

  Commodity inputPrice could fallInferred5 conn

  Indirect exposure to energy costs driving data center electricity expenses for Steam's CDN and server infrastructure handling petabytes of downloads for 30+ million peak concurrent users.

  Evidence as of 2026-07-20

• ElevenLabs

  Commodity inputPrice could fallEvidence aging5 conn

  Indirect exposure to data center electricity costs and cloud provider pricing through energy input costs for GPU compute infrastructure.

  Evidence as of 2025-01-15

• Glean

  Commodity inputPrice could fallSpeculative3 conn

  Energy input costs for cloud infrastructure GPU compute and large-scale ML model training/inference workloads that underpin Glean's AI capabilities.

  Evidence as of 2026-07-24

• Notion

  Commodity inputPrice could fallInferred4 conn

  Energy input costs for AWS data centers powering Notion's cloud infrastructure; oil prices drive electricity generation costs in regions without renewable penetration.

  Evidence as of 2026-07-28