- 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··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