The energy transition is colliding with unprecedented demand from AI data centers, fleet electrification, and fast-moving policy shifts. But are developers and operators truly prepared to make projects both technically sound and financially viable?

In this episode of Green Giants: Titans of Renewable Energy, Wes Ashworth sits down with Jae Choi, VP and Head of Global Operations at ArkN, a subsidiary of SK Group. With nearly 20 years of experience spanning energy storage, fleet charging, and microgrid development, Jae brings a rare vantage point on how to build projects that last.

Together, they unpack the disconnect between soaring electricity demand and struggling project economics and why grid value, not subsidies, must drive design in this new era.

Listeners will gain insights on:

• Revenue stacking done right: How to capture multiple value streams without cannibalizing performance.
• HR1 as a market reset: Why the “big beautiful bill” forces discipline and strengthens long-term viability.
• AI-powered storage: How artificial intelligence transforms batteries from blunt tools into precision assets.
• Financing strategies: Why anchoring projects to grid services can cut capital costs and secure debt.
• Leadership under volatility: Jae’s playbook for keeping teams adaptable, decisive, and resilient.

ArkN’s vertically integrated strategy, spanning development, financing, and operations, offers a case study in building future-proof infrastructure. From overcoming interconnection bottlenecks to tailoring systems around hyperscale loads, Jae illustrates what it takes to succeed in today’s turbulent market.

For project developers, financiers, and renewable energy leaders, this conversation is a masterclass in balancing technology, economics, and human leadership.

Links:

Jae Choi on LinkedIn

ArkN

Wes Ashworth: https://www.linkedin.com/in/weslgs/

• Email: [email protected]
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