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Oil shock fallout, reported Russia imports and KF-21 rollout — Ep. 125
Podcast

Oil shock fallout, reported Russia imports and KF-21 rollout — Ep. 125

Rising prices strain the economy as South Korea explores new supply options and navigates shifting alliances

Oil shock fallout, reported Russia imports and KF-21 rollout — Ep. 125
KOREA PROKOREA PRO March 27, 2026
South Korea rolls out multi-layered response to Middle East shock
Briefings

South Korea rolls out multi-layered response to Middle East shock

Fuel tax cuts, price controls and supply measures deployed as Seoul moves to manage economic impact across sectors

South Korea rolls out multi-layered response to Middle East shock
KOREA PROKOREA PRO March 27, 2026
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
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