Business & Economy
North Korean mine dispute, new Lee advisers and US investment pressure — Ep. 151
Seoul navigates a sensitive DMZ incident while pushing engagement and resisting premature claims over Alaska LNG
Shinhan Bank data leak could trigger wider scrutiny across South Korean lenders
Regulators are examining how attackers reached loan-related data and whether weaknesses exist at other banks
Trump’s Korea investment victory lap masks safeguards Seoul still controls
Texas is approved, nuclear remains conditional and Alaska LNG will show how costly Seoul’s right to walk away may be
South Korea’s tax windfall gives Seoul new room to spend and borrow less
Seoul’s revised forecast opens room for targeted support and lower bond issuance, but much of the gain is cyclical
South Korea in September 2026: A month in review and what’s ahead
An analytical look at the main developments from September 1 to 28, 2026, and key outlook for October 2026
South Korea puts worker relocation at center of semiconductor, AI strategy
Seoul is shifting beyond capital spending as it tries to create durable labor markets around semiconductor and AI hubs
South Korea’s CPTPP push exposes the cost of turning trade gains into consensus
Lee wants exporters to help fund the losers from trade, but legal hurdles and foreign demands complicate the bargain
South Korea’s CPTPP review enters harder phase as domestic costs emerge
Government estimates show gains for manufacturing but losses for agriculture and fisheries as consultations widen
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
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














