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Industry

Global regulation outpaces plant buildout, speeding up Korean anode materials shift

Korean anode materials makers are accelerating plans to localise synthetic graphite as a U.S. route for Chinese graphite shifts from high tariffs to tax credit eligibility requirements. With capacity expansions and long-term supply contracts largely concentrated in 2027, domestic cell makers have limited options to replace Chinese materials before then. Import prices have fallen, but U.S. 45X rules on prohibited foreign entities tighten from 2026.

Industry

Shinsung E&G switches Kimje plant to mass production of high-output solar modules

Shinsung E&G said on Monday it held a launch event for a new production line at its Kimje plant in North Jeolla and formalised a shift to mass production of high-output solar modules through line upgrades. The company said the move follows its May strategy to overhaul its solar business portfolio around high output, high efficiency and low carbon. It described the upgrade as a qualitative transformation rather than a simple expansion.

Industry

Mega project to begin 353 trillion won investment this year; Lee says blitz over speed campaign

South Korea\'s government said it will accelerate a mega project, with 353 trillion won in investments set to begin this year through construction starts or facility expansions. President Lee Jae-myung called for parallel procedures, shorter timelines and regulatory improvements, and ordered steps to enable early use of the Gwangju military airport site as a semiconductor industrial complex. The plan also detailed power and water supply schedules and expanded support measures for robots, parts suppliers and smaller firms.