Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How South Korean Shipbuilders Are Winning the LNG Tanker Race
South Korea's top three shipbuilders now control over 70% of the global LNG carrier orderbook, a dominance built on decades of government-backed R&D and a willingness to bet on gas before the world did. Lucas and Luna break down how Hyundai Heavy Industries, Samsung Heavy Industries, and Daewoo Shipbuilding turned a cyclical business into a structural advantage, why Qatar's massive fleet renewal program locked in Korean yards through 2030, and what China's struggling shipbuilders would need to do to catch up. Along the way, they touch on the Strait of Hormuz blockade story and…
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