ABD-Kore Ticaret Anlaşması İçin İlk Proje: Texas'ta 22,3 Milyar Dolarlık Gazlı Enerji Tesisi

Kısaca

ABD-Kore arasındaki 350 milyar dolarlık taahhüt kapsamında ilk proje belirlendi; Texas'ta 22,3 milyar dolarlık gazla çalışan enerji tesisi olacak Sonra projelerin açıklanması ve finansmanıyla ilgili belirsizlik azaltıldı İkinci ve üçüncü projelerin ilerleyişi yakından izlenecek

Ana mesele

ABD ile Kore arasındaki yatırım anlaşmasında uygulanabilir bir ilk proje belirlendi

Ne değişti?

ilk proje olarak Texas’ta gazla çalışan enerji tesisi seçildi ve 2029’da ticari işletime geçiş öngörülüyor

Beni nasıl etkiler?

Enerji kapasitesi ve yatırım akışlarına dair beklentiler değişebilir

Ne oldu?

ABD ve Kore, 350 milyar dolarlık taahhüt kapsamında ilk projenin Texas’ta gazla çalışan enerji tesisi olacağını açıkladı

Neden şimdi?

İkili ticaret anlaşmasında ilerleme kaydedilmesiyle hızlı hareket edilmesi gerektiğine ilişkin baskılar mevcut

Neden önemli?

Enerji kapasitesi büyüklüğü ve ticaret akışını etkileyebilir; küresel yatırım iklimini etkiler

Kimler etkileniyor?

• Yatırımcılar
• Enerji şirketleri
• Tedarik zinciri aktörleri
• Hükümetler

Sektör ve piyasa etkisi

Enerji piyasalarında güven ve yatırım aktivitesi artabilir; ticaret tarafında belirsizlik azalabilir

Riskler

• Büyük ölçekli projelerin finansmanı ve uygulanabilirlik riski
• Kamu politikası değişimi ihtimali
• Projelerin formal olarak duyurulmaması nedeniyle net açıklama eksikliği

Takip edilmesi gerekenler

• İkinci ve üçüncü projelerin açıklanması
• Projelerin finansmanı ve yürütülmesi konusundaki netlik

Haberin tamamı

FILE PHOTO: U.S. President Donald Trump meets with South Korean President Lee Jae Myung at the Oval Office, at the White House, in Washington, D.C., U.S., August 25, 2025. REUTERS/Brian Snyder/File Photo

Sep 23, 2026 (Bloomberg) –Donald Trump and South Korean President Lee Jae Myung hailed “significant progress” on implementing the two countries’ long-stalled investment deal, with lawmakers in Seoul saying the first project would be a $22.3 billion gas-fired power development in Texas.

Trump and Lee met for roughly 30 minutes at the United Nations General Assembly in New York, South Korea’s National Security Advisor Wi Sung-lac, said. They “welcomed the significant progress made in discussions regarding strategic investment projects between the two nations,” he added.

Selecting specific projects under a $350 billion pledge South Korea made last year as part of a trade deal with the US had been causing President Lee “sleepless nights,” he said last week, with Seoul insisting any projects must be commercially viable.

The countries have now selected a gas-fired power development in Texas as the first project, according to South Korean lawmakers who were briefed by the Ministry of Trade, Industry and Resources in a closed-door meeting Tuesday.

The breakthrough comes nearly a year after the two countries struck the deal to head off steep US tariffs. Slow progress had drawn criticism from Trump, who repeatedly pressed Seoul to move faster, warning of fresh tariffs if Seoul failed to do so.

The $22.3 billion development in Encinal, Texas calls for construction and operation of a gas-fired power plant , the lawmakers said. They asked not to be identified because the projects haven’t been formally announced. The first phase is scheduled to begin commercial operations in 2029. The Related Companies. Inc., NextEra Energy Inc. and Lewis Energy Group will participate in the project, one of the lawmakers said.

Two other projects remain under review, the lawmakers added. One is a plan to build as many as eight nuclear reactors and the other is the Alaska liquefied natural gas pipeline , which would carry gas from the state’s North Slope to an LNG export terminal in the south.

Both would still require approval by South Korean lawmakers and need to be commercially viable, a condition Seoul insisted on including in its negotiations with Washington. The nuclear-reactor project is viewed more favorably in terms of commercial viability and is closer to finalization, though the timeline for an official announcement is unclear, one of the lawmakers said.

But for South Korea, commercial viability is just one among many objectives, said Choi Byung-il, a former South Korean trade negotiator. By offering up its technology, experience and an outlay that in total exceeds 10% of its annual GDP, South Korea is angling for “a strategic asset that could give it leverage in negotiating with the US’s future protectionist policy,” added Choi, who now leads the trade strategy team at law firm Bae, Kim & Lee.

Under the investment pledge, annual outflows are capped at $20 billion to avoid putting strain on South Korea’s foreign-currency reserves.

Out of the $350 billion South Korea pledged, $150 billion is earmarked for shipbuilding projects. In July, South Korea set up a shipbuilding cooperation hub in Washington as part of a bid to help revive the US’s shipbuilding sector and counter China’s maritime dominance.

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