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The Peninsula
The Peninsula blog is a project of the Korea Economic Institute. It is designed to provide a wide ranging forum for discussion of the foreign policy, economic, and social issues that impact the Korean peninsula.
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Peninsula Posts
How the War in Iran Reshapes South Korea and Japan’s Nuclear Strategy
Daniel Sneider
March 13, 2026
Iran’s failure to achieve nuclear latency has significant implications for South Korea and Japan’s thinking on their own nuclear strategy.
The $350 Billion MOU Moves Forward After South Korea Passes Investment Act
Nils Wollesen Osterberg
March 12, 2026
While annual investment funding is capped at USD 20 billion, the full package including $150 billion in shipbuilding must be announced by January 2029.
How South Korea Is Helping Shape the New U.S. Critical Minerals Strategy
Soobeen Park
March 12, 2026
Korea Zinc’s planned smelting and processing facility in Tennessee brings critical minerals processing under U.S. regulatory oversight and supports the U.S. industrial base.
Understanding the $350 Billion MOU Putting Seoul Under Pressure
Nils Wollesen Osterberg
March 6, 2026
The deal may not only help Korea avoid higher tariffs, but also lower the cost of capital for strategic investments in the United States.
Iran Conflict Hardens North Korea’s Nuclear Posture
Benjamin Young
March 5, 2026
The ongoing conflict in Iran will harden, not moderate, North Korea's nuclear resolve, with implications for U.S.-South Korea security planning.
South Korea’s Salt Farm Problem: How Local Labor Failures Create Trade Risk
Yujin Son
March 2, 2026
The Sinan salt farm case reflects deeper governance challenges linking demographic decline, rural labor markets, enforcement capacity, and global supply-chain scrutiny.
Kim Jong Un Builds a Wall With South Korea at Party Congress
Daniel Sneider
February 27, 2026
Kim Jong Un’s speech at the Ninth Party Congress covered familiar themes on economic and military development and preconditions for dialogue with the United States, but revealed deep antagonism toward South Korea.
The Trump Administration’s Next Trade Moves After IEEPA Ruling
Sunhyung Lee
February 27, 2026
Despite the Supreme Court’s ruling on IEEPA tariffs, the Trump administration maintains substantial authority to pursue aggressive trade policies.