- Essays··8 min read
KEPCO Signs an MOU. The Substation Doesn't Care.
KEPCO's AI-driven grid management system and its MOU with OpenAI are genuine operational improvements — but they address the wrong layer of Korea's energy problem. The country faces a structural generation deficit of roughly 24.7 GW to serve AI data centres and chip fabs, with transmission projects running late and debt at ₩202 trillion constraining capital spend. Software cannot conjure copper where copper is not; the bottleneck is metal, permitting, and municipal politics.
energy-infrastructuresouth-koreakepcogrid-capacityRead - Essays··13 min read
Sunday Essay — The Other Energy Curve
Two energy curves dominate 2026. The first is what AI does to the grid — and it owns the front page. The second is what AI does for the grid, and it is where the real policy and investment work belongs now.
ai-and-energydata-centre-demandmethane-detectiongeothermalRead