South Korea Hydrogen, Power and Renewables Briefing

Wood Mackenzie's hydrogen, power and renewables experts are hosting a briefing focusing on the nation’s energy plan, energy transition investment and the role of low-carbon technology plays in achieving the net zero emission goal.

Date and time: 9:30 -14:00, Korea Standard Time, 24 July, Thursday (lunch will be provided)

Venue: The Westin Josun Seoul (106 Sogong-ro, Jung-gu, Seoul)

• South Korea Power Market Outlook: the New Path Forward, with Ken Lee, Head of Asia Pacific Power Research and Yunsik Chung, Research Analyst

With the recent change in leadership and geopolitical uncertainty, how will South Korea chart its energy transition path going forward?

What are the key upcoming policy changes and its implications? What role will renewables play alongside nuclear and gas?

How will power prices evolve under the new regime?

• Tariffs, Technologies and Tipping points: Global Power & Renewables Market Trends, with Alex Whitworth, Vice President, Head of APAC Power & Renewables Research

How are the US, EU, Japan, China and other global power markets responding to the demand shocks from AI data centers, tariffs and economic uncertainty?

How are the competitive dynamics between gas, coal, offshore wind, nuclear, solar, battery storage and other technologies changing in 2025?

What are key implications for investors in power assets and future revenue streams?

• Supply Chain Spotlight: Global Wind, Solar and Storage Trends and Their Impact on South Korea, with Chenyuan Diao, Senior Analyst, Asia Pacific Renewables Research

How long will China’s solar overcapacity last and how low can module prices go?

What opportunities are there for South Korea to lower costs and speed up deployment for offshore wind?

How are latest battery technology and investment trends impacting the cost of battery systems?

• Clean Hydrogen and Ammonia: Market Developments and Price Drivers, with Murray Douglas, Vice President, Hydrogen & Derivatives Research

Despite headwinds, progress continues across clean hydrogen and ammonia. Which factors are successfully pulling projects to FID and how can these be accelerated?

Securing offtakers and managing costs are persistent challenges - but some positive signals are emerging. How will these shape price developments in global markets?

Register your interest by filling in the form on the right column. Please note that limited seats are available due to venue capacity, but we will try to confirm your seat at our best.

For any further inquiries, please contact Jason.lee@woodmac.com.