Qatar’s LNG Force Majeure Shocks Global Energy Markets
글로벌 에너지 공급망 쇼크 카타르가 액화천연가스(LNG) 수출에 대한 불가항력(force majeure)을 선언하면서 전 세계 에너지 시장이 충격에 휩싸였다. 세계 LNG 수출의 약 20%를 차지하는 카타르의 이번 조치는 향후 5년 이상 지속될 전망이어서 파장이 상당할 것으로 보인다. 불가항력 선언 배경 이번 사태의…
Category Smart Infra & Energy
Google’s Warning: AI’s Power Thirst Threatens Expansion
The Hidden Bottleneck in AI Supremacy By 2028, data centers could devour a staggering 12% of all U.S. electricity. This isn’t just a statistic; it’s a direct threat to Big Tech’s ambitions. Google’s own President and CIO, Ruth Porat, put…
Hormuz Strait Crisis: Oil Price Surge and Energy Security Emergency
The Strait of Hormuz, the jugular vein of the global energy market, is on the verge of being severed. With Middle East tensions boiling over, the potential closure of this chokepoint—through which nearly 20% of the world’s oil flows—has sent…
Korean Battery Firms Focus on ESS & Robots: 3 Key Strategies
Faced with a cooling electric vehicle (EV) market, Korea’s battery giants are aggressively pivoting to new frontiers: energy storage systems (ESS) and robotics. This strategic redirection reflects mounting pressure to diversify revenue streams as EV battery demand growth moderates. The…