Korea Electric Power's Earnings Could Be Hit by Middle East Conflict -- Market Talk

Dow Jones03-18 08:09

0009 GMT - Korea Electric Power's earnings could be hit by the Middle East conflict, Daiwa Capital's Mike Oh and Daeho Son say. The recent surge in oil prices could lead to higher-than-expected fuel costs from 2H 2026 at the South Korean state utility, the analysts write in a note. They cut their 2026-2027 EPS estimates for the company by 22%-23% to reflect the rise in fuel costs. Daiwa expects South Korea, which currently sources 15% of its LNG imports from Qatar, to gradually reduce its reliance on Middle Eastern energy by increasing supplies from the U.S. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

March 17, 2026 20:09 ET (00:09 GMT)

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