The U.S. is a blessed country. Oil, gas and coal are everything. And its geopolitical position can isolate itself (a crucial difference from Russia) or expand (a powerful maritime power)
The U.S. has no reason to have a green/low carbon economy just for itself. Isn't it a country with more fossil fuels than anyone else!
In that sense, Trump's energy policy stance could continue for a considerable period of time beyond the next four years. This US direction is beneficial to the Korean economy based on the manufacturing industry.
In any case, China outperformed the United States in the competition for renewable and secondary batteries. In other words, low-carbon competition is not beneficial to the United States even to check China. In addition, the premise has already been laid that it will be divided into two starting from the United States and China in terms of trade flow in the future.
Then the swing voter is Europe.
The key is how much Trump's pressure can affect Europe, which is relatively rich in renewable infrastructure. Elon Musk is already hot and touches Germany with the level of interference in domestic affairs.
***
- Korea is a relay trading country
- The manufacturing industry is electric hippos
- Electricity generation is based on energy imports
- Further construction of nuclear power takes more than 10 years
- We can't even improve the transmission and distribution network
Two-line recap: If the spread of oil/gas prices and consumer goods/small manager prices widens, it is unconditionally in our favor. The low-carbon economy in the consumer market (US/Europe) and electricity production is against us.
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