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Commodity · ▼ Bearish · 1 source confirmed · 2026-09-25 07:11 UTC

South Korea targets lower reliance on Middle Eastern oil and gas by 2035

Why now

Thesis: Structural demand shift, slow-burn bearish for Mideast crude

Catalyst to watch: Policy details on alternative sourcing

Main risk: Timeline slips beyond 2035

Why it matters

Diversifying away from Middle East supply reduces long-run demand concentration for those barrels.

Related assets & topics

OilNatural GasEnergy

Sources

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