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How the South Korea Political Crisis Is Upending Global Supply Chains
South Korea's political turmoil has sent the KOSPI down 8.7% and raised urgent questions about global supply chains in semiconductors, batteries, and shipbuilding. Lucas and Luna break down why investors are fleeing Korean assets, how the won's weakness affects memory chip pricing, and what this means for companies like Samsung and SK Hynix. They also explore the broader implications for US allies' manufacturing strategies and the stability of critical supply routes. With specific data on the Korean won's decline and trade flows, this episode offers a concrete analysis of…
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