Analysis
China’s critical minerals grip threatens South Korea’s arms export advantage
Seoul’s speed and delivery edge faces pressure as rare earth and tungsten supply chains take years to diversify fully
August 11, 2026
US scrutiny of South Korea’s Network Act widens the sovereignty fight
An Aug. 20 briefing demand extends Washington’s pressure from Coupang into online speech and platform regulation
August 10, 2026
South Korea’s heat response improves faster than its public infrastructure
Seoul’s heat response improved, but record temperatures test whether welfare, labor rules, housing and power can cope
August 7, 2026
Jang Dong-hyeok’s greatest strength may be the People Power Party’s weakness
Opposition leader has failed to broaden party’s appeal, but internal divisions make immediate leadership change unlikely
August 6, 2026
Bank of Korea redraws small business lending as rate hikes reshape policy
Minutes show the central bank tightening monetary policy while the government expands targeted support for weaker firms
August 5, 2026
South Korea’s KDDX destroyer is finally moving, but its hardest test starts now
Hanwha Ocean inherits HD HHI’s design after years of legal conflict, putting execution and integration under scrutiny
August 4, 2026
The hidden cost of South Korea’s stronger won after US-Japan intervention
SK Hynix, tighter policy and market flows lifted the currency, but those forces may prove difficult for Seoul to repeat
August 3, 2026
Lee Jae Myung’s housing squeeze is arriving years ahead of his housing supply
2025 census shows a market split by geography, household size and building age as credit restrictions take effect first
July 30, 2026
Why South Korea’s KOSPI fell far harder than semiconductor profits justified
Record margin borrowing and concentrated retail ownership magnified an otherwise conventional market correction
July 29, 2026
South Korea’s AI ambitions depend on who captures value after San Francisco
AMD deal expands Seoul’s AI strategy, but long-term success depends on turning infrastructure into domestic innovation
July 27, 2026
