Q2 2025 U.S.-Korea Trade and Diplomacy Ledger
As the U.S. and South Korea implement policy and personnel changes that accompany new administrations, both countries continue down the path of engagement.
As the U.S. and South Korea implement policy and personnel changes that accompany new administrations, both countries continue down the path of engagement.
The trade disruption seen over the first six months of the Trump administration has delivered unprecedented shocks to the global trading system.
A trade deal could have big upsides for the defense industry, nuclear tech, energy, semiconductors, EVs, robotics, and AI
Korean companies find themselves confronting a familiar yet pressing dilemma: how to convert mounting pressure into a strategic opportunity.
Deep integration of U.S.-South Korean economic relations may not be enough to avoid significant challenges ahead.
Ending tax credits may hurt EV sales, but other aspects appear promising for Korean investment in the United States.
U.S. and South Korean companies continued to plow ahead and forge partnerships across several domains in Q2 despite trade and policy uncertainty.
Successfully resolving the tariff issue with the United States is essential for a strong economic recovery after months of uncertainty.
The ‘Liberation Day’ tariffs on South Korea are best understood as political tools rather than trade policy rooted in sound analysis.
Policy uncertainty in the United States has increased, which is influencing the long-term outlook for South Korean investment decisions.