Archive - Korea Energy Insight

KEPCO Bond Yields Are Flashing an Early Warning

The 2025 profit buffer is thinner than it looks. The power sector has no backstop.

14 hrs ago • Korea Energy Insight

Hormuz Won't Shut Down Korea's Factories — But the Price Shock Is Real

4.2% of generation is exposed. KEPCO's balance sheet absorbs the rest.

Mar 13 • Korea Energy Insight

Hormuz Crisis: Korea's Power Bill Is About to Get Worse

Korea is no longer the low-cost manufacturing base many models still assume.

Mar 10 • Korea Energy Insight

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