Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why South Korea Shipbuilding Is Defying the Export Slump
While South Korean exports hit a wall, its shipbuilders are booming. Lucas and Luna unpack how Hyundai Heavy and its rivals have locked in a ten-year order backlog worth hundreds of billions, fueled by LNG carrier demand and a weak won. They explain the yard capacity constraints, the margin math at current steel prices, and why the Iran Strait disruption could actually accelerate orders. Plus: what this tells us about the broader Korea Inc. export machine. A focused case study on one industry defying the macro gloom.
#SouthKorea #Shipbuilding #HyundaiHeavyIndustries #LNG #ExportSlump…
The skinny
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