Subscribe
Sign in
Home
Notes
Archive
About
Latest
Top
The Transformer Supercycle: Korea's Factories Are Booked, Its Projects Aren't
For underwriters of Korean power and data-center assets, transformer and switchgear lead time is now an interconnection-date risk.
Jun 5
•
Korea Energy Insight
1
1
Korea Just Passed Its First AI Data Center Law: Easier Permits, Not a Lower Power Bill
The two routes that could lower it — LNG and nuclear — were both cut.
Jun 2
•
Korea Energy Insight
1
1
May 2026
Korea's Only Auction-Backed Floating Wind Project Just Collapsed: Why Equinor's Retreat Isn't the Reason
The auction created a price. It did not create a balance-sheet anchor.
May 29
•
Korea Energy Insight
3
1
Korea-Japan's Summit-Backed LNG Cooperation: Buyer Coordination Begins to Reshape LNG Pricing
Spot cargo swaps are already real. The open question is whether they extend into strip and term procurement.
May 26
•
Korea Energy Insight
1
1
Korea's First US Investment Pick: The Asymmetry Between Louisiana LNG and a US Nuclear Build
Korea wants nuclear. The US wants LNG. The $350B asymmetry.
May 22
•
Korea Energy Insight
2
1
Grid Bottleneck Broke the Coal Valuation Model: Korea's $897M Receivable
PF underwriting assumed baseload runs. Korea's East Coast corridor broke that assumption.
May 19
•
Korea Energy Insight
2
1
Anma Couldn't Absorb It: Can Korean Offshore Wind Stand Without Policy Capital?
Same tariff. Similar cost. Different balance sheet.
May 15
•
Korea Energy Insight
2
1
Korea's Fusion Pivot After the EAST/WEST Records: What the 5th Basic Plan Means for Supply-Chain Exposure
Korea's first investable fusion layer is forming in EPC and qualified manufacturing — years before power sales begin.
May 12
•
Korea Energy Insight
1
1
Korea's Ninh Thuan 2 Bid After the Westinghouse Settlement: What the April MOUs Mean for Financing Closure
Russia got an IGA. Korea brought policy banks on day one.
May 8
•
Korea Energy Insight
2
1
Korea's Clean Hydrogen After CHPS: What the Cancellation Means for the Next Decade
Fuel cost, not the certification standard, is what every Korean clean hydrogen pathway turns on now.
May 5
•
Korea Energy Insight
1
1
The Anatomy of Korea's VPP Market: 80 Aggregators, Two Policy Tracks, No Profit Pool
Korea's government is not waiting for VPP economics to work. Two policy tracks are filling the gap.
May 1
•
Korea Energy Insight
3
1
April 2026
The Fuel Cell Revaluation: Korea's Fuel Cells Are Utility-Scale, The Policy Isn't
Korea builds them at utility scale. The policy framework still calls them distributed.
Apr 28
•
Korea Energy Insight
2
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
