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Analysis South Korea faces energy logistics shock from Iran escalationDisruption in shipping and insurance markets limits Seoul’s room to manage inflation, FX stability and energy security South Korea’s vulnerability in the current Middle East crisis lies in the disruption of Gulf energy logistics, which compresses monetary, fiscal and diplomatic flexibility. Since the U.S. and Israeli strikes on Iran and subsequent retaliation across the Gulf, Seoul has activated daily interagency monitoring, reviewed strategic reserve deployments and assessed maritime routing risks. International oil prices have risen sharply before partially retracing, while war risk insurance premiums and shipping patterns have shifted under heightened uncertainty. South Korean authorities are treating the episode as a long-term risk that could migrate from market volatility into real economic constraints. IMMEDIATE RESPONSE The finance © Korea Risk Group. All rights reserved. |





