IEEFA – Navigating Supply Chain Carbon Risks in South Korea, Dec 2025

Summary

This report examines supply chain carbon risks in South Korea, focusing on Scope 2 and 3 emissions and carbon border adjustment mechanisms (CBAM).

It analyzes investment aversion due to carbon risks, exposure to higher carbon costs, counterparty and reputational risks, and the impact of CBAM on supply chains, with a case study on LNG-powered semiconductor clusters and strategies to navigate these risks.

Region: Asia

Published: January 2026

Author(s): IEEFA

Language: English

Tech drivers: AI

Social drivers: Sustainability and ethics

Geopolitical drivers: Economic conditions Regulatory changes Supply chains disruption

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