Business & Economy
Smart regulation push, Middle East diplomacy and defense continuity — Ep. 128
Vague reform agenda unfolds alongside oil supply efforts and continued U.S.-ROK coordination on defense
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
KOSPI tops 6,000 as markets reprice risk despite Iran war tensions
Foreign inflows and falling oil prices drive rally, but energy constraints and supply risks continue to shape outlook
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
South Korea’s research sector grows, but structural limits persist
Government data shows rising revenue and firms, but talent shortages and weak scale constrain innovation capacity
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
South Korea and Poland upgrade ties as defense, industrial links deepen
Leaders elevate relations to comprehensive strategic partnership anchored in arms deals and supply chain cooperation
South Korea braces for prolonged disruption after US-Iran talks fail
Seoul keeps emergency measures in place, warning energy, logistics recovery will lag even if diplomacy resumes
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
Semiconductor surge, security shifts and Middle East risks — Ep. 127
Short-term gains for Korean chipmakers as energy shocks, defense reforms and Iran tensions raise uncertainty














