Country page
South Korea’s industrial base creates outsized helium and petrochemical sensitivity even where reserve cover is stronger than spot markets imply.
Hormuz exposure
71%
Oil stock cover
90 days
Fertilizer
34/100
Helium
72/100
Country narrative
Semiconductor fabrication raises helium priority within the risk mix.
Alternative crude sourcing is possible but not costless.
Direct oil dependence sits at 78% of the country’s external energy risk profile, while gas-linked downstream exposure remains notable at 22%.
Oil dependence
78%
Gas dependence
22%
Risk score
67 / 100
Reserve stress
Related commodities
Oil
Stress score
76 / 100
Route dependence
84%
7d move
+6.8%
Crude remains the most immediate transmission channel, with freight, insurance, and strategic stock policy all shaping spot balances.
Gas
Stress score
74 / 100
Route dependence
61%
7d move
+5.4%
Asian LNG replacement prices are rising as buyers scenario-plan longer Gulf loading and transit assumptions.
Industrial Gas
Stress score
61 / 100
Route dependence
41%
7d move
+3.1%
Helium is a narrower market, but even modest logistics friction can affect hospitals, fabs, aerospace supply chains, and research labs.
Live snippets
17:24 HKT · Freight
Brokers are quoting wider ranges for April fixtures as owners price in scheduling slack and higher perceived transit risk.
16:58 HKT · Reserves
Current official posture remains preparatory, but contingency coordination has become more active across Asia.
16:11 HKT · Nitrogen
Tender timing is turning from opportunistic to defensive in South Asia, with price secondary to volume certainty.
15:36 HKT · LNG
The move reflects longer expected Gulf turnaround assumptions rather than confirmed physical outages.