THOTH
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Korea’s Three Mega-Projects: The Biggest Bet in the Nation’s History
Samsung and SK are committing $3.12 trillion over 15 years to semiconductor fabs, AI data centers, and physical AI factories — the largest investment in Korean history. Here’s the full breakdown. Continue reading
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Investment plan for sudden crises in North Korea; Views of Korean
Investment Strategies for Responding to Sudden Changes in North Korea from a South Korean Perspective North Korea is a highly closed-off nation. Having experienced the Korean War, South Koreans harbor deep distrust toward North Korea and must always be prepared… Continue reading
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Venezuela Crisis: Why Oil Refineries Are Smiling Behind?
Venezuelan President Nicolás Maduro has been arrested and detained following a U.S. special forces operation, and it is expected that Venezuelan oil will re-enter the market. Continue reading
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Canada’s Energy Pivot to Asia … Trans mountain & LNG Canada
Discover how Canada is pivoting its oil and LNG exports to Asia via the Trans Mountain pipeline to counter US tariff threats under Trump 2.0. Continue reading
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Trump, “Will impose 25% tariffs on Canada, Mexico” … Tariff leverage
Donald Trump president-elect, “I’ll impose 25% tariffs on all items from Canada and Mexico”, “Canada and Mexico must fix illegal immigration, drug enforcement” Continue reading