https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/finance/2026-06-18-energy-storage-battery-investing.en https://www.youngju.dev/blog/finance/2026-06-18-energy-storage-battery-investing.en A surge in power demand from AI data centers and the expansion of renewables are pushing energy storage systems (ESS) and batteries to the fore as core infrastructure of the power era. This post covers battery technology, grid storage, the Korean battery industry, and supply chain risks from both bull and bear perspectives. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeenergy-storagebatteryessgridinvestmenttrend https://www.youngju.dev/blog/finance/2026-06-18-energy-storage-battery-investing.ja https://www.youngju.dev/blog/finance/2026-06-18-energy-storage-battery-investing.ja AIデータセンター発の電力需要急増と再生可能エネルギーの拡大により、エネルギー貯蔵装置(ESS)と電池が電力時代の中核インフラとして台頭しています。電池技術、グリッド貯蔵、韓国の電池産業、サプライチェーンのリスクを、強気・弱気の視点から整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeenergy-storagebatteryessgridinvestmenttrend https://www.youngju.dev/blog/finance/2026-06-18-energy-storage-battery-investing https://www.youngju.dev/blog/finance/2026-06-18-energy-storage-battery-investing AI 데이터센터발 전력 수요 급증과 재생에너지 확대로 에너지 저장 장치(ESS)와 배터리가 전력 시대의 핵심 인프라로 부상하고 있습니다. 배터리 기술, 그리드 저장, 한국 배터리 산업, 공급망 리스크를 강세·약세 시각으로 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeenergy-storagebatteryessgridinvestmenttrend