The power crunch is about build-out speed, not total supply

This conversation redefines the power demand drawn by data centers not as a shortage today but as supply being unable to keep up with the pace that is wanted. The contrast offered for a sense of scale is stark: within 4 years, additional electricity equal to what all of Germany uses will be needed, while that country's grid took 100 years to build. Carried over to power-hungry manufacturing sites, this means that in expansion plans, securing incoming power capacity and the grid-connection schedule must be settled before equipment procurement. It then presents, as the upper bounds for business continuity planning, the points that the state-owned power utility has absorbed a little over ₩50 trillion of the cost surge, so current rates don't reflect costs; that coal power is scheduled to shut down after 2040, so the power mix will change; and that national reserves amount to about one month of oil and 1–2 years of uranium. However, the figures are all spoken, with no sources attached, so they are hard to cite as they stand.

This is a note: my own write-up after reading several sources. It has no source link; events checked against a source are kept as records.