Filed under kepco.

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.