A preliminary agreement between Seoul and Washington to build eight large nuclear reactors in the United States could generate up to 24 trillion won in orders for Doosan Enerbility — but the choice of reactor design will determine who wins big.
8 September 2026
A capacity expansion in high-margin continuous transposed conductors could triple TC Materials' monthly output and drive operating profit up 72% in 2027, but a structural flaw in copper-price pass-through remains the key risk to watch.
2 September 2026
A Korean maker of ultra-high-voltage transformers is winning orders from AI data-centre operators as well as traditional utilities, pointing to a structural shift in power-infrastructure demand.
24 August 2026
Doosan Enerbility's shares have defied a wave of positive nuclear news — not because the industry's outlook has dimmed, but because the market priced in the future long ago and its attention is now elsewhere.
19 June 2026
South Korea's confirmation of its first new nuclear sites in over ten years, coinciding with a Korean manufacturer's appearance alongside an American SMR firm in Sweden, signals that the country's domestic revival and export ambitions are finally moving in the same direction.
19 June 2026
The ceasefire agreement that ended hostilities around the Strait of Hormuz guarantees free passage for only 60 days — leaving global energy markets, and South Korea's economy in particular, facing a ticking clock rather than a lasting settlement.
19 June 2026