Securing Electricity Supply with Clean Energy Is Key in the AI Era
2026-03-19
SKK GSB successfully held its 9th “Investing in Climate, Investing in Growth” forum on March 19. At the event, Seunghee Moon, Manufacturing & Global Biz Development Expert at SK AX, delivered a lecture titled “Energy Business: The New Axis of Growth and Strategic Opportunities.” She emphasized, “Energy has evolved from a simple commodity into a strategic asset and a new 'currency'. It is now the foundation for AI data, national security, and global competitiveness. In the AI era, electricity demand surges due to data centers, and the key is to secure electricity supply with clean energy.” As global clients increasingly mandate 100% renewable energy, Korea’s manufacturing-based economy faces a critical turning point. To stay competitive against new environmental regulations, we must accelerate the deployment of solar and wind power, while building a solid Green Hydrogen infrastructure to ensure energy security. This transition to renewable energy brings both immense challenges and unprecedented opportunities. In this rapidly evolving landscape, the 'Energy Business' is becoming the single largest and most dynamic industry in our world—one that will continuously expand and redefine our future. She also noted that for sectors that are difficult to electrify, such as steel, aviation, and cement, green hydrogen is emerging as a critical alternative to fossil fuels. She expounded: “Countries face an energy trilemma to balance security, affordability, and sustainability. In particular, through digitalization that enables tracking and quantifying energy supply and consumption, software businesses that manage decentralized energy resources through data platforms will be the primary drivers of future growth.”