Trade Archives - Korea Economic Institute of America

Q2 2026 U.S.-South Korea Trade and Investment Ledger

America’s new tariff framework comes alongside significant South Korean investment into strategic sectors across the United States, and Q2 2026 showed this pattern taking hold...

Tom Ramage

July 30, 2026

Analysis

Explaining South Korea’s Stock Market Boom

The KOSPI, South Korea’s benchmark stock market index, nearly doubled during the first half of 2026, the largest increase in the world (Figure 1, Panel...

Randall Jones

July 22, 2026

Analysis

How Far Can South Korea’s Export Rally Go?

South Korea recorded a historic high in monthly exports in May 2025. According to recently released trade statistics, exports reached USD 87.8 billion, jumping 53.4...

Hyun Jung “Jessie” Je

June 24, 2026

Analysis

South Korea’s Economy Accelerates Despite the Middle East Energy Shock

War in the Middle East has cut the global growth outlook. However, despite South Korea’s heavy reliance on Middle Eastern energy, the OECD Economic Outlook in June...

Randall Jones

June 17, 2026

Analysis

Why South Korea and Japan Need a Digital Trade Agreement

South Korea and Japan rank among Asia’s most advanced digital economies. Their firms are deeply linked across semiconductor supply chains, online shopping, cloud services, and...

Hyerim Kim

June 10, 2026

Analysis

How South Korea Is Trying to Increase Its Supply-Chain Resilience

South Korea has become more dependent on China for imports and on the United States for exports. This concentration of trade with the two global...

Randall Jones

May 27, 2026

Analysis

To File, or Not to File, That is the Question

On May 7, the U.S. Court of International Trade (CIT) invalidated the Donald Trump administration’s 10 percent across-the-board tariffs imposed under Section 122 of the...

Hyun Jung “Jessie” Je

May 13, 2026

Analysis

Canada’s Ad, China’s Audit, and South Korea’s Trade Deal

The lesson for Korea is that the outcome of the IEEPA case will not have a significant impact on future trade deals.

Sunhyung Lee

November 24, 2025

Analysis

What the Updated U.S.-Korea Trade Terms Signal for Investors and Policymakers

The document lays out the initial rules of the road, revealing both where the two governments are aligned and where future negotiations will be essential.

Tom Ramage

November 20, 2025

Analysis

Georgia’s Largest Investment Ever: Inside Hyundai’s $7.6B Megaproject

Explore how Hyundai’s $7.6B Metaplant is driving jobs, suppliers, and clean-energy growth across the state of Georgia.

Arius Derr

November 13, 2025

Analysis

Q3 2025 U.S.-Korea Trade, Investment, and Diplomacy Ledger

A must-read look at the trade deals and diplomacy that reshaped U.S.–Korea relations in Q3 2025.

Tom Ramage

October 13, 2025

Analysis

Timeline of U.S.-Korea Liberation Day Tariff Negotiations

The U.S. and South Korean governments appear committed to following other countries like the United Kingdom, Indonesia, and Japan in making a deal.

Tom Ramage

July 25, 2025

Analysis

What the U.S. Tariff Letter Means for South Korea’s New Investment Strategy

Korean companies find themselves confronting a familiar yet pressing dilemma: how to convert mounting pressure into a strategic opportunity.

Sunhyung Lee

July 21, 2025

Analysis

The Beef with Tariffs (III): Will Trump Revive Section 338 to Enforce Reciprocal Tariffs?

Section 338 allows the president to impose 'new or additional duties' of up to 50% on products from countries that 'discriminate' against U.S. commerce

Yohan Moon

June 12, 2025

Analysis

South Korea Needs to Take the Long Road to Free Trade

Seoul's optimistic rhetoric belies deep skepticism about the prospects for a significant breakthrough on trade with the Trump administration.

Daniel Sneider

May 12, 2025

Analysis