- 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··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··7 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 — and 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