Korea’s power plays: Most coveted stocks amid AI boom, creating K-energy value chain
· Source: kedglobal.com
In short
Electricity is emerging as a strategic asset class as AI-driven demand and supply-side uncertainty reshape global energy markets. The article examines South Korea's energy value chain—from generation and grids to batteries—and highlights key stocks benefiting from the AI boom, including power transformer makers, nuclear and SMR players, and battery manufacturers. It also covers major developments such as LS Electric's entry into Europe's ultra-high voltage transformer market and South Korea's plans to build new nuclear plants and SMRs.
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In the issue of week 18, 2026: Agentic AI and Physical Automation Drive Supply Chain Breakthroughs
Tags: energy, AI demand, electricity, power transformers, nuclear power, batteries