Trump’s Shipbuilding Gamble vs. Great Depression Gold Investment Crisis

● Trump’s Shipbuilding Gambit – Opportunity or Threat for Korea?

Trump and Energy Hegemony: LNG, Shipbuilding, ESG, and Korea’s Response Strategies

1. Request for Shipbuilding Cooperation Immediately After Trump’s Election

Immediately after Trump’s election, a short message, “Cooperation in the shipbuilding industry is needed,” was conveyed during a phone call with the Korean President.
This statement implies the need for cooperation without specific demands, potentially affecting various energy and defense industry sectors.
The main content is divided into three main pillars: ship construction needed for naval buildup, MR (Maintenance and Repair) business, and support for LNG carriers.
This is closely related to the global economy, shipbuilding, energy, LNG, and ESG.

2. Naval Buildup, MR Business, and Expansion of LNG Carrier Demand

The first pillar is naval buildup, with increased demand for military support to enhance autonomous fleet and weapon mounting capabilities.
The second pillar is the maintenance and repair business (MR business) within the U.S. Navy, and there is a need to compensate for the low participation rate of the U.S. shipbuilding industry.
The third pillar is the demand for LNG carriers, and LNG exports and the resulting demand for ships are expected to increase according to the Trump administration’s energy policy.
In this area, the Korean shipbuilding industry holds a dominant share of the LNG carrier market, but the expansion of market share by competitors such as China could pose a threat.

3. Alaska LNG Project and Opportunities for Oil and Gas Development

Plans are being discussed to convert gas associated with the Alaska oil fields into LNG for export.
The Trump administration is strongly proposing the participation of Korean companies in the Alaska LNG project, along with investment-cost construction by private companies.
This project has strategic significance in terms of U.S. energy hegemony and security, and provides significant business opportunities for the domestic shipbuilding and energy industries.
Like the Oman LNG and Qatar LNG cases in the past, there is a high potential for generating profits in terms of long-term supply contracts and investment cost returns.

4. ESG Investments in the Financial Sector and the Dynamics of Climate Change Response

Despite the lack of climate change response policies and withdrawal from the Paris Agreement during the initial period of the Trump administration, the global financial sector is focusing on ESG and carbon reduction investments.
Global financial networks such as NGBA (Net-Zero Banking Alliance) are providing large-scale funding for ESG management and carbon reduction.
While these moves in the financial sector are short-term contrary to Trump’s energy production expansion policy, the trend toward renewable energy and carbon reduction is expected to continue in the long term.
In addition, the withdrawal of the United States from central banks and ODA projects is affecting the promotion of ESG management and carbon reduction in many countries, including Korea.

5. Korea’s Energy Security and Response Strategies

South Korea has a high dependence on energy imports, making energy security a very important issue.
First of all, energy efficiency should be improved and saved, and energy use efficiency should be increased across the industry.
In addition, energy independence should be increased by expanding independent power generation such as renewable energy and nuclear power, and diversification of supply such as LNG and oil/gas development should be sought.
The government and the private sector must actively utilize the capabilities of domestic shipbuilding and engineering companies to respond to global energy hegemony competition.
Energy, carbon reduction, and renewable energy generation are core issues directly related to major SEO keywords such as the global economy, shipbuilding, energy, LNG, and ESG.

Immediately after Trump’s election, there was a request for cooperation in the shipbuilding industry during a phone call with Korea, and related discussions are underway on three axes: naval buildup, MR business, and LNG carrier support.
The Alaska LNG project and oil and gas development are part of the U.S. energy hegemony strategy, providing new opportunities for Korean companies.
The global financial sector is continuously promoting ESG investment and carbon reduction, and conflicts between climate change response and energy policy are expected to intensify.
Korea must secure energy security and international competitiveness through energy efficiency improvement, renewable energy expansion, and oil and gas development.

*YouTube Source: [경제 읽어주는 남자(김광석TV)]

– 트럼프가 한국에 건넨 ‘조선업 카드’는 무슨 의미일까? 한국에 기회 될까? | 경읽남과 토론합시다 | 양수영 박사 3편

● Gold-Depression Parallel, Unimaginable Event Imminent

In the Era of Dollar Risk: An In-Depth Analysis of the Great Depression’s Shadow and Gold Investment’s Rising Potential

1. Current Economic Situation and Risks of Holding Dollars

It is inevitable to feel that holding dollars itself is a risk.
Looking at the current global economic outlook, concerns about the decline in the dollar’s value are widespread.
As dollar risk increases, interest in gold investment as a safe asset is growing.

2. Similarities Between the Pre-Great Depression of 1929 and the Present

Comparing the economic situation just before or after the Great Depression of 1929 with the current situation reveals many similarities.
As in the past, unstable market sentiment, excessive debt, and opacity in the financial market are appearing before and after the economic crisis.
The fact that the current economic situation resembles that of 1929 is raising the alert of many investors.

3. Gold Price 상승 Momentum and Its Potential

The fact that gold prices soared 26 times three years after the 1929 example is shocking.
It is judged that the rising momentum for gold investment is latent as a similar economic crisis situation unfolds even now.
Several indicators are already forming an environment favorable for gold price increases.
Investors need to focus their attention on gold investment to avoid dollar risk.

4. Expected Scenario and Order of Economic Development

● Initial Risk: Dollar Credibility Decline in the Market →
– Global economic instability negatively affects the dollar’s value.
● Reproduction of a Situation Similar to the Great Depression →
– Investment sentiment shrinks and financial market uncertainty deepens.
● Gold Price Rising Momentum Manifestation →
– There is a high possibility that gold prices will soar due to the preference for safe assets.
● Maximizing Gold Investment Returns Within a Short Period (3 Years) →
– In light of past cases, there is room to reproduce the event in which gold prices soared 26 times.

5. Final Outlook and Investment Strategy

Now that the uncertainty of the economic crisis is growing, it is necessary to re-examine dollar holdings and diversify safe asset portfolios, such as gold investment.
In addition, future economic prospects should be carefully analyzed by referring to historical events before and after the Great Depression.
Investors should be prepared to respond sensitively to rapidly changing economic conditions along with the analysis of the global economic outlook.
Among economic professional investors, such a risk strategy is expected to become an essential move.

In summary, it is an era in which holding dollars itself has become risky as dollar risk increases.
Comparing the economic situation before and after the Great Depression of 1929 with the present shows that a similar crisis may be reproduced.
As seen in the case where gold prices rose 26 times in the past three years, the current gold investment has inherent rising momentum.
Therefore, the preference for safe assets will be strengthened, and investors should carefully consider the global economic outlook and the risk of economic crisis.

*YouTube Source: [달란트투자]

– 금값 1929년 대공황과 판박이다. 곧 상상못한 일 벌어진다｜조규원 대표 1부