- 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. 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··7 min read
Brussels wants to triple data centre capacity and asked you to switch off the dishwasher, on the same afternoon
Brussels filed two plans on the same afternoon that quietly cancel each other out: triple the data centres, and please switch off the dishwasher. It's a demand-management answer to a supply problem, dressed as industrial strategy.
data-centreseu-policygrid-capacityai-infrastructureRead - Essays··8 min read
The Two-Front Squeeze: AI's Energy Appetite Meets Its Own Regulation
The regulatory squeeze and the energy squeeze are the same squeeze. The industry has been running two separate playbooks as if they exist in different universes. They don't.
eu-ai-actdata-centre-energyinfrastructure-moratoriumsgrid-capacityRead