The Gulf Crisis Is Forcing Japan Into an Energy Rethink

The Gulf Crisis Is Forcing Japan Into an Energy Rethink

QatarEnergy triggered force majeure on its 27-year LNG deal with JERA in March; spot prices spiked 34% amid Hormuz constraints expected through 2027. For IT managers, Japan's energy crunch directly impacts datacenter costs and GPU availability—Tokyo's nuclear capacity expansion is too slow to offset the supply gap.