Inter-Korean & Foreign Relations
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
March 25, 2026
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
March 24, 2026
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
March 24, 2026
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
March 23, 2026
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
March 20, 2026
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
March 20, 2026
South Korea weighs Russian oil imports as energy risks intensify
Seoul explores limited options under sanctions framework as supply concerns shift from price to availability
March 20, 2026
US interceptor shortages test reliability of THAAD coverage in South Korea
Rising missile demand and limited production capacity may constrain replenishment timelines for South Korea defenses
March 19, 2026
Trump rejects allied support in Hormuz as pressure shifts to Seoul
Europe refuses deployment, Japan weighs options and South Korea faces rising alliance and security constraints
March 18, 2026
Indo-Pacific energy talks highlight South Korea supply chain risks
Seoul joins US and regional partners to strengthen LNG trade and critical mineral networks amid energy risks
March 17, 2026
