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Inter-Korean & Foreign Relations

South Korea-UK trade deal is a win for autos but a strategic supply chain trap
Analysis

South Korea-UK trade deal is a win for autos but a strategic supply chain trap

Deal saves Korean EVs from tariffs but risks locking in China dependence, diverging from US and EU economic security

South Korea-UK trade deal is a win for autos but a strategic supply chain trap
John LeeJohn Lee December 16, 2025
Record Korean ICT exports mask deep strategic vulnerabilities in China trade
Briefings

Record Korean ICT exports mask deep strategic vulnerabilities in China trade

Surge in memory shipments to Beijing highlights reliance on component sales while US blocks logic capacity upgrades

Record Korean ICT exports mask deep strategic vulnerabilities in China trade
KOREA PROKOREA PRO December 16, 2025
Hanwha’s Austal deal deputizes South Korea for AUKUS and US nuclear strategy
Analysis

Hanwha’s Austal deal deputizes South Korea for AUKUS and US nuclear strategy

The acquisition integrates Seoul into the US nuclear supply chain while exposing it to Chinese coercion and labor risks

Hanwha’s Austal deal deputizes South Korea for AUKUS and US nuclear strategy
John LeeJohn Lee December 15, 2025
US and allies launch Pax Silica to harden tech and mineral supply chains
Briefings

US and allies launch Pax Silica to harden tech and mineral supply chains

Seoul joins eight other nations in exclusionary industrial bloc that targets Beijing’s dominance in AI and minerals

US and allies launch Pax Silica to harden tech and mineral supply chains
KOREA PROKOREA PRO December 15, 2025
China signals corporate coercion as South Korea cements US pivot
Analysis

China signals corporate coercion as South Korea cements US pivot

Ambassador Dai Bing issues veiled economic retaliation threat against chaebol if Seoul crosses Beijing’s red lines

China signals corporate coercion as South Korea cements US pivot
Sooyoung OhSooyoung Oh December 12, 2025
Tariffs rise as Korea confronts deepening labor and capital strain — Ep. 110
Podcast

Tariffs rise as Korea confronts deepening labor and capital strain — Ep. 110

Mexico’s duties hit supply chains as job demand crashes, firms halt 2026 plans, Fed eases and Peru signs major K2 deal

Tariffs rise as Korea confronts deepening labor and capital strain — Ep. 110
KOREA PROKOREA PRO December 12, 2025
South Korea faces 35% tariff wall as Mexico targets Asian supply chains
Briefings

South Korea faces 35% tariff wall as Mexico targets Asian supply chains

Auto and electronics sectors lose logistical edge as Mexico City moves to curb Asian shipments ahead of USMCA review

South Korea faces 35% tariff wall as Mexico targets Asian supply chains
KOREA PROKOREA PRO December 12, 2025
Trump clears China market for US tech giants after freezing South Korean rivals
Briefings

Trump clears China market for US tech giants after freezing South Korean rivals

August regulatory freeze on Samsung and SK Hynix paved way for December monetization of US chip sales to Beijing markets

Trump clears China market for US tech giants after freezing South Korean rivals
KOREA PROKOREA PRO December 11, 2025
Korea Pro 2026 Investor Risk Index reveals deep structural economic split
Analysis

Korea Pro 2026 Investor Risk Index reveals deep structural economic split

Alliance sectors boom while domestic firms face insolvency and labor collapse amid capital flight and policy paralysis

Korea Pro 2026 Investor Risk Index reveals deep structural economic split
John LeeJohn Lee December 10, 2025
Lee Jae Myung navigates global chaos in high-stakes 2025 foreign policy
Analysis

Lee Jae Myung navigates global chaos in high-stakes 2025 foreign policy

South Korea faces an expensive US alliance and a superficial reset with China as Tokyo’s political instability grows

Lee Jae Myung navigates global chaos in high-stakes 2025 foreign policy
Joon Ha ParkJoon Ha Park December 9, 2025
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