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“LNG Canada's first export destination is South Korea”Natural gas produced in British Columbia was exported to South Kor...
07/09/2025

“LNG Canada's first export destination is South Korea”
Natural gas produced in British Columbia was exported to South Korea from Kitimat. This is the first export.

Today, LNG Canada successfully loaded a first cargo of liquefied natural gas that is now destined for global markets, marking the start of operations at Canada’s first large-scale LNG export facility.

Read more: https://www.lngcanada.ca/news/first-cargo-puts-canada-on-the-map-of-lng-exporting-nations/

True North,Strong and Free.Canada day 🇨🇦July 1st
07/03/2025

True North,
Strong and Free.
Canada day 🇨🇦
July 1st

The Strait of Hormuz will be closed.South Korea, China, and Japan receive a significant amount of crude oil through this...
06/23/2025

The Strait of Hormuz will be closed.
South Korea, China, and Japan receive a significant amount of crude oil through this strait. Oil prices are expected to rise, and it is time to pay close attention to what choice the United States will make regarding the safety of the strait.

Oil prices will be reflected at petrol stations.Oil prices are rising sharply due to Israel's attack on Iran. Initially,...
06/18/2025

Oil prices will be reflected at petrol stations.

Oil prices are rising sharply due to Israel's attack on Iran. Initially, it was expected that the conflict would be short-lived due to Israel's successful air strikes and control of airspace, but the possibility of a prolonged war is increasing as air strikes on Tehran continue.

In particular, airstrikes on Iran's gas fields are expected to cause a rise in natural gas prices. Europe is anticipated to suffer economic damage due to disruptions in its natural gas supply chain.

BC Ferries has decided to build its ships in China.Of course, in terms of price and performance, this may have been a mu...
06/14/2025

BC Ferries has decided to build its ships in China.
Of course, in terms of price and performance, this may have been a much better choice than building them in Canada.
However, what is important is that there is strong opposition from residents of British Columbia, and we need to pay attention to this opposition.

This means that a significant number of British Columbia residents are considering the need to invest in and develop the domestic shipbuilding industry, even if it means spending more money, rather than cutting costs.
Canada is facing upcoming investments in defence capabilities, such as the planned Canadian Navy submarine project, as well as efforts to strengthen the shipbuilding industry supply chain.

This controversy appears to be an issue that has brought to light the public opinion of British Columbia residents at a time when significant costs and efforts will be required to develop the shipbuilding industry.

Thoughts? BC Ferries is facing heat over its decision to build four new vessels in China. ⛴️

The company says it chose a Chinese shipyard to get the best deal for British Columbians—but opposition leaders say it goes against Premier David Eby’s “Buy BC” message.

BC Conservatives are calling on the NDP to cancel the deal with Chinese state-owned builder CMI Weihai, arguing it undermines local jobs and businesses.

Canada's public broadcaster CBC has released a video titled;
05/05/2025

Canada's public broadcaster CBC has released a video titled;

For Korean subscribers,토트인베스트먼트가 네이버 프리미엄 콘텐츠에 매주 1회 이상 기고를 합니다. 해당 서비스는 유료로 제공됩니다.블로그와 뉴스레터는 계속 운영됩니다.
04/17/2025

For Korean subscribers,
토트인베스트먼트가 네이버 프리미엄 콘텐츠에 매주 1회 이상 기고를 합니다. 해당 서비스는 유료로 제공됩니다.
블로그와 뉴스레터는 계속 운영됩니다.

The World's top 10 Pension FundsVisual Capitalist
04/04/2025

The World's top 10 Pension Funds
Visual Capitalist

Why does the US impose 'reciprocal' tariffs?US President Donald Trump has announced that he will impose tariffs to prote...
04/03/2025

Why does the US impose 'reciprocal' tariffs?

US President Donald Trump has announced that he will impose tariffs to protect domestic industries.
A basic tariff of 10% and a reciprocal tariff with differences by country will be imposed on all countries around the world, resulting in a '10% + α' tariff.
Korea will be subject to a 36% export tariff to the US, with a basic tariff of 10% and a reciprocal tariff of 26% added.

The basic tariff will be applied from April 5, and the reciprocal tariff will be applied from April 9.

The problem is that there is much debate as to whether the tariffs imposed by the US will foster and revive domestic industries.
Isn't this similar to the expectation that if you give a huge salary to a soccer player nearing retirement, he will play well like Son Heung-min?

What should we worry about now?
Comparing tariff rates with competing countries,
Competitive structure with US products after tariffs are imposed,
Should we expand investment in the US or explore European and ASEAN markets?
Most countries and companies are worried.

THOTH KOR-US ETF Portfolio, April 2025MPAY + SHY + QRFT + BOTZ + SHLDMulti asset / AI-powered US large cap / AI & Robot ...
03/31/2025

THOTH KOR-US ETF Portfolio, April 2025
MPAY + SHY + QRFT + BOTZ + SHLD
Multi asset / AI-powered US large cap / AI & Robot / Defense

"It's time to re-build?"As the manufacturing industry is being re-examined as a dual-use (military-civil fusion) industr...
03/28/2025


"It's time to re-build?"
As the manufacturing industry is being re-examined as a dual-use (military-civil fusion) industry, the United States is rushing to re-industrialise.

The fact that the United States is focusing on steel, semiconductors, automobiles, shipbuilding, and energy can be seen as the United States preparing for a potential war.

The world has entered an era of infinite competition in which countries must gain a comparative advantage within a protectionist system.

03/22/2025

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