South Korea proposes G20 resilient power grid partnership for AI-driven demand

  • South Korea proposed a G20 partnership linking power-grid investment with equipment supply chains.
  • 474 gigawatts of Texas grid interconnection applications are reportedly tied mainly to data centers.
  • Lee Ho-hyun agreed with U.S. officials to regularize bilateral energy cooperation talks.

South Korea proposed a Group of 20 (G20) Resilient Power Grid Partnership to coordinate grid investment and critical equipment supply chains as artificial intelligence (AI) data centers drive higher electricity demand. At the G20 Energy Ministers' Meeting in Houston from Sept. 14 to 16, Second Vice Minister Lee Ho-hyun presented a Capacity, Connection and Supply Chain framework, warning that expanded renewable and nuclear generation could still face delays if grid links and supplies of transformers, batteries and power cables lag. The proposal would share national grid investment plans and create a platform connecting governments, utilities, grid operators and equipment manufacturers. South Korea, which is scheduled to chair the G20 in 2028, said it would work with the United States, the 2026 chair, and the United Kingdom, the 2027 chair, on specific measures. Lee also pursued expanded U.S. cooperation on power grids and small modular reactors (SMRs), including a regular Korea-U.S. Energy Cooperation Dialogue and a supporting memorandum of understanding. In Texas, the Electric Reliability Council of Texas has received interconnection applications totaling 474 gigawatts, with about 90% reportedly related to data centers. Discussions also covered South Korean companies' U.S. market expansion, low-carbon projects, water reuse for AI and semiconductor industries, and critical-mineral supply chains.

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