Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
Korea's 11th BPLE in 2026: nuclear, renewables, and the KEPCO balance sheet
The 11th Basic Plan for Long term Electricity Supply locks in a higher nuclear share alongside accelerated renewables, but the speed of the transition is constrained less by policy ambition than by KEPCO's wrecked balance sheet and the unresolved tariff politics behind it.
South Korea finalized its 11th Basic Plan for Long term Electricity Supply (BPLE) in early 2025 and entered the implementation phase under a new administration in 2026. The plan targets a 35.6 percent nuclear share and a 32.9 percent clean and renewable share by 2038, anchored by Hanul, Sin Hanul, and a domestic SMR pilot. The execution c...
Norway Offshore Wind 2026: Sorlige Nordsjo II, Utsira Nord, and the Power Island Bet
How Norway's late but ambitious offshore wind buildout, the floating wind technology bet at Utsira Nord, and the AI compute push converge on North Sea power island concepts.
Norway entered the 2020s as a hydropower and petroleum giant with almost no offshore wind installed despite owning some of the deepest experience in marine engineering anywhere. The 2023 to 2024 lease design for Sorlige Nordsjo II and Utsira Nord, the 2025 award decisions, and the parallel surge in hyperscaler interest in North Sea power ...