Analysis
South Korea’s offshore wind strategy tests limits of foreign capital
Rising costs and non-market based frameworks are making Korea a harder market for global developers to justify
April 24, 2026
Lee’s India trip recasts Korea ties around energy, industry and shared risk
Summit documents show Seoul treating India less as a future market than as a partner in resilience, logistics and supply
April 23, 2026
Why South Korea’s record trade surplus signals a strategic step backward
An anti-hoarding decree on petrochemicals keeps import costs low, while old habits delay Seoul’s diversification efforts
April 22, 2026
South Korea moves to curb ‘free labor’ under comprehensive wage system
Guidelines enforce existing law through audits while pending bills aim to ban misuse and mandate precise hour tracking
April 21, 2026
South Korea businesses face hard choices as energy disruption persists
Seoul secures oil supply, but businesses must decide which costs to absorb, pass on or redesign as risks linger
April 17, 2026
South Korea faces export-readiness trade-off amid Gulf defense push
Oil deals with Saudi and UAE coincide with rising missile demand, exposing production limits and readiness trade-offs
April 16, 2026
South Korea secures oil supply, locking in higher costs and tighter logistics
Seoul locks in 273 million barrels and naphtha, but longer routes and logistics strain raise costs and delivery risks
April 15, 2026
Middle East disruption reshapes LNG shipping demand for South Korean yards
Korean shipbuilders gain pricing power from longer routes, though capacity limits delay earnings impact from new orders
April 14, 2026
Lee Jae Myung’s Israel posts reveal risks of communicating with social media
President’s social media style blurs line between domestic politics and official policy, raising diplomatic costs abroad
April 13, 2026
South Korea enters policy trap as BOK holds rates before leadership shift
Oil shock, weaker won and fiscal expansion leave incoming governor with limited room to manage inflation or growth
April 10, 2026
