AI storage boom gives South Korea battery makers an EV overcapacity lifeline
LGES, Samsung SDI and SK On can repurpose US plants, but LFP costs and China exposure could sharply limit the payoff
September 28, 2026
ANALYSIS, OPINION & MORE
South Korean markets reopen as oil and bond yields test chip-led rally
Post-Chuseok trading will show if semiconductor strength can offset higher borrowing costs and energy pressure
South Korea’s Mexico strategy runs into the hard limits of USMCA politics
Washington and Mexico City want more regional content, raising costs for Korean suppliers tied to factories in Mexico
Preschool test ban forces South Korea’s English hagwons to rethink placement
New rules curb early selection but leave academies weighing how to group students after enrollment without formal exams
Lee-Trump talks, US investment pressure and Mexico trip — Ep. 150
Seoul pushes North Korea diplomacy, weighs costly US projects and looks to deepen ties with Mexico
South Korea builds diplomatic case for limited Hormuz role in talks with Iran
Seoul backs safe passage and international efforts as questions grow over its promised Hormuz contribution
Lee Jae Myung’s Wall Street pitch tests South Korea’s capital market credibility
Leveraged products exposed the challenge of attracting long-term investors while keeping market rules more stable
Lee-Trump talks, US investment pressure and Mexico trip — Ep. 150
Seoul pushes North Korea diplomacy, weighs costly US projects and looks to deepen ties with Mexico
Hormuz deployment, France nuclear deal and Olympic Park protests — Ep. 149
Seoul weighs military involvement in Middle East, expands energy cooperation with Paris, ends sports federation blockade
Veteran general tapped for defense minister as Cabinet dispute grows — Ep. 148
Kang Shin-chul’s nomination, Yong Hye-in’s dual-role controversy and proposal for longer school days
South Korea’s drone push falters as police reform raises alarm — Ep. 147
Prototype crashes expose defense challenges while high-profile cases cast doubt on expanded police authority
Trump cuts UFS drills as Kim summit push rattles alliance — Ep. 146
Abrupt shortening of major US-ROK exercise raises readiness and OPCON questions as Seoul backs renewed diplomacy
Youth unemployment, housing misfire and AI legal gray zones — Ep. 145
South Korea’s headline employment gains mask weaker prospects for young workers as lawmakers test new housing, AI rules
ADB’s 3.2% South Korea forecast raises stakes for chips, rates and fiscal policy
AI exports are driving a sharper recovery than expected, but energy costs and inflation still threaten domestic spending
US midterm clock raises stakes for South Korea’s $200 billion investment talks
Each project approval reduces Seoul’s bargaining room while key Korean priorities still depend on future US decisions
South Korea’s tightening cycle shifts pressure from housing to borrowers
Higher rates may cool Seoul housing and household debt while spreading refinancing stress through weaker firms
Lee’s Hormuz red line tests South Korea’s leverage in $350 billion US talks
Washington wants more allied support and Korean capital as Seoul tries to protect limits built into last year’s deal
Kang Hoon-sik resignation offer now tests Lee Jae Myung’s personnel reset
Chief of staff’s possible exit would answer pressure over failed nominations but cost Lee a key crisis manager
South Korea’s AI data center boom is colliding with the true cost of power
Samsung and SK Hynix rejected KEPCO’s grid bill, leaving Seoul to decide whether AI developers pay their share
