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An industry report from the Korea Institute of Finance says recent won weakness may be linked to expected dollar demand from Seoul's US investment pledge under a trade deal. Residents' overseas securities investment reached $129.4 billion from January to November last year, exceeding the current account surplus.
Worries about export slowdown from US tariffs add to the pressure.
A weaker won raises the local-currency cost of imports for Korea but has limited direct effect on feed commodity prices; it is mainly a currency story.
en.yna.co.krKim Han-jooFeb 1, 2026Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
