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How Korea's Export Surge Is Redrawing Trade Routes
South Korea's export machine is humming again, with the won strengthening and the KOSPI rallying. But this isn't just a currency story. Lucas and Luna dig into the structural shift: Korea is moving up the value chain in batteries, chips, and ships, while China's slowdown and the US-China tech war are rerouting global supply chains. They look at the numbers — exports up, trade surplus widening, and the won at a multi-year high — and ask whether this is a durable re-rating or a cyclical blip. Plus, how Korea's new role as a key supplier to the US and its allies is changing…
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