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South Korea’s KF-21 rollout tests defense exports under energy shock
Analysis

South Korea’s KF-21 rollout tests defense exports under energy shock

Mass production milestone collides with supply constraints, raising questions over delivery and export execution

South Korea’s KF-21 rollout tests defense exports under energy shock
John LeeJohn Lee March 26, 2026
South Korea’s consumer sentiment drops sharply as outlook weakens on oil shock
Briefings

South Korea’s consumer sentiment drops sharply as outlook weakens on oil shock

Forward expectations fall fastest since Dec. 2024 while inflation fears rise, highlighting early-stage demand risks

South Korea’s consumer sentiment drops sharply as outlook weakens on oil shock
KOREA PROKOREA PRO March 26, 2026
Markets price in uncertain de-escalation as South Korea faces energy shock
Analysis

Markets price in uncertain de-escalation as South Korea faces energy shock

Won recovery contrasts with LNG outage, naphtha shortage and emergency economic teams preparing for prolonged disruption

Markets price in uncertain de-escalation as South Korea faces energy shock
John LeeJohn Lee March 25, 2026
South Korea moves to curb energy demand as supply shock intensifies
Briefings

South Korea moves to curb energy demand as supply shock intensifies

Seoul raises alert level and rolls out conservation measures as Iran war disrupts oil and liquefied natural gas flows

South Korea moves to curb energy demand as supply shock intensifies
KOREA PROKOREA PRO March 25, 2026
Philippines defense shift tests South Korea’s export model edge
Analysis

Philippines defense shift tests South Korea’s export model edge

Manila’s pivot to deterrence and alignment changes procurement criteria, challenging Korea’s cost-driven approach

Philippines defense shift tests South Korea’s export model edge
Joon Ha ParkJoon Ha Park March 24, 2026
South Korea moves to curb fuel exports as Hormuz supply risks intensify
Briefings

South Korea moves to curb fuel exports as Hormuz supply risks intensify

Measures to limit outflows suggest Seoul is preparing for tighter markets as crude disruptions threaten supply chains

South Korea moves to curb fuel exports as Hormuz supply risks intensify
KOREA PROKOREA PRO March 24, 2026
South Korea’s slow response to Hormuz crisis exposes strategic constraints
Analysis

South Korea’s slow response to Hormuz crisis exposes strategic constraints

Alliance pressures and sanctions risks limit South Korea’s ability to secure energy access amid rising prices

South Korea’s slow response to Hormuz crisis exposes strategic constraints
John LeeJohn Lee March 23, 2026
Lee Jae Myung taps BIS economist to lead central bank amid market volatility
Briefings

Lee Jae Myung taps BIS economist to lead central bank amid market volatility

Currency weakness, oil shock and market volatility narrow policy space ahead of central bank leadership change

Lee Jae Myung taps BIS economist to lead central bank amid market volatility
KOREA PROKOREA PRO March 23, 2026
South Korea weighs Russian oil return as sanctions loosen slightly
Analysis

South Korea weighs Russian oil return as sanctions loosen slightly

US exemptions open a narrow window, but refining constraints and Europe ties complicate any shift in policy

South Korea weighs Russian oil return as sanctions loosen slightly
John LeeJohn Lee March 20, 2026
Iran war fallout on global alliances, energy deals and BTS comeback — Ep. 124
Podcast

Iran war fallout on global alliances, energy deals and BTS comeback — Ep. 124

Policy reversals on Iran test alliances as South Korea confronts rising oil prices and domestic pressures

Iran war fallout on global alliances, energy deals and BTS comeback — Ep. 124
KOREA PROKOREA PRO March 20, 2026
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