South Korean LNG power costs rise 35%, wholesale prices 5%
Published . Updated .
South Korean LNG power fuel costs rose 35% in a year, while wholesale electricity prices increased 5.4%, squeezing generator profit margins.
Directly affected
- No company is named in this report.
Indirectly affected
- UNG United States Natural Gas Fund-11.6% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- XLE Energy Select Sector SPDR+12.1% 30d
Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- USO United States Oil Fund+13.9% 30d
United States Oil Fund: its price follows crude oil. Linked by “fuel costs” (oil) in this story.
- XLU Utilities Select Sector SPDR+1.8% 30d
Utilities Select Sector SPDR: it holds power utilities. Linked by “electricity” (power and utilities) in this story.
- EWY iShares MSCI South Korea ETF-19.2% 30d
iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“korean”).
- LNG Cheniere Energy+20.1% 30d
Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.
- KMI Kinder Morgan+4.2% 7d
Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.
- EQT Eqt+4.1% 30d
Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| UNGNo price data for this ticker | — | — | — | — | — | — | — |
| XLE | +0.88% | -0.71% | base | +1.87% | -2.12% | after close | after close |
| USO | +0.80% | -2.73% | base | +0.39% | -6.80% | after close | after close |
| XLUNo price data for this ticker | — | — | — | — | — | — | — |
| EWYNo price data for this ticker | — | — | — | — | — | — | — |
| LNGNo price data for this ticker | — | — | — | — | — | — | — |
| KMINo price data for this ticker | — | — | — | — | — | — | — |
| EQTNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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South Korean LNG power costs rise 35%, wholesale prices 5% upi
Source: upi
Energy
| Company | When | Move | Status |
|---|---|---|---|
| USO | that day | +0.39% | final price |
| USO | the next day | -6.80% | final price |
| USO | three days earlier | -2.73% | final price |
| USO | five days earlier | +0.80% | final price |
| XLE | that day | +1.87% | final price |
| XLE | the next day | -2.12% | final price |
| XLE | three days earlier | -0.71% | final price |
| XLE | five days earlier | +0.88% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Michael T. McCaul sold EQT (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 64 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought EQT, worth $1,001 - $15,000 on 17 Aug 2026. That is 74 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold EQT (held by a spouse), worth $1,001 - $15,000 on 14 Aug 2026. That is 77 days before publication. Filed 14 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the energy case looks
12 out of 100
“South Korean LNG power costs rise 35%, wholesale prices 5%” scores 12 out of 100. The score uses 1 sources.