U.S.-South Korea Relations in 2026: Key Issues to Watch
From alliance recalibration to the “Korea Discount,” KEI experts analyze the critical issues shaping U.S.–South Korea relations in 2026.
From alliance recalibration to the “Korea Discount,” KEI experts analyze the critical issues shaping U.S.–South Korea relations in 2026.
Investment commitments, tariff deals, and bilateral MOUs may now have to be completed with the caveat in mind that anything can change at a moment’s notice.
The foundation of AI, including advanced chips, memory, sensors, and compute capacity, is where the U.S. and Korean supply chains are the most intertwined.
While Korea’s export growth in 2025 slowed due to protectionist trade policies, real GDP growth was expected to pick up in 2026.
Korea’s cosmetics industry has moved beyond trend-driven consumption and matured into a key export pillar.
Korea’s cosmetics industry has moved beyond trend-driven consumption and matured into a key export pillar.
As China revises its plan for self-reliance on technological development, tensions could rise around structural dilemmas this presents to South Korea.
Throughout the year, shipbuilding stood out as the area where South Korean firms’ strategic positioning most clearly corresponded with U.S. priorities.
As 2025 draws to a close, reporting suggests that financial conditions may be stabilizing—but at levels radically worse than just two years ago.
The new way of doing trade is now largely conditional, transactional, and leveraged by strategic industries