AI data centers need massive amounts of power—and that could give solar, wind, and battery storage a surprising boost. Join us as we unpack shifting U.S. and Korean policies, energy bottlenecks, and the sectors investors are watching.
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0:00 - U.S. Midterms and Renewable Energy Subsidies
3:01 - The Permitting Act and Power Infrastructure
5:25 - Data Center Pushback and Renewable Power
10:04 - Energy Security and Blocking Chinese Supply Chains
12:37 - K-GX Green Transition and Policy Continuity
17:07 - Energy Highway and Grid Expansion
19:48 - Solar, Wind, and ESS Growth Outlook
23:02 - Investment Criteria, Interest Rates, and AI Demand
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