中文翻译
之前的帖子主要是在回应当时对液化天然气(LNG)供应的担忧。当消息首次发布时，所有人都担心供应中断，导致无法再制造芯片。长期合同很可能与油价挂钩，因此运营支出(opex)可能会因油价上涨而增加。所以仍然需要对石油进行一些建模分析，但这方面因素过于复杂。
· 供应链分析
回应LNG供应担忧，指出长期合同挂钩油价可能推高运营成本。
英文原文
Post was mainly addressing LNG supply fears back then. When news was first released, everyone was fearing supply shut off and no chips could be made anymore. Long term contracts were likely oil indexed, so there might be opex hikes from oil prices. So still need to do some modeling around oil, which is way too multifaceted.