If there is no oil field, just buy one... SK Innovation's gas field development, after 14 years, 'now it's coming' | Kwon Soon-woo, 3PRO TV Coverage Team Lead

유전, 없으면 사면 되지…SK이노 가스전 개발 14년 만에 “이제 나온다” | 권순우 삼프로TV 취재팀장 [뉴스3]
Watch on YouTube ↗  |  January 27, 2026 at 23:32  |  30:52  |  3PRO TV (삼프로TV)
Speakers
Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

Kwon Soon-woo of 3PRO TV covers US market records and earnings expectations, then explains President Trump's latest 25% tariff threat against Korea as mostly rhetorical pressure. The main investment focus is SK Innovation's Australian Barossa gas field, which began its first LNG shipment after 14 years, and broader Korean overseas resource assets at POSCO International. The segment also discusses Microsoft's Maia AI chip and concludes that Korean memory makers SK hynix and Samsung Electronics remain key beneficiaries of AI-related HBM demand.

  • US stocks were mixed; S&P 500 hit a record high while Dow fell on UnitedHealth weakness.
  • Earnings season is expected to be strong, and the Fed is expected to hold rates.
  • Trump threatened a 25% tariff on Korea, but the speaker characterized it as verbal pressure without formal action.
  • SK Innovation's Barossa gas field started first LNG shipment after 14 years and about KRW 2 trillion of investment.
  • POSCO International was highlighted for overseas lithium, gas, and palm-farm assets that support supply-chain security.
  • Microsoft's Maia AI chip uses SK hynix HBM3E, supporting the case for Korean memory makers.
Ideas
Kwon Soon-woo Reporting Team Lead, 3PRO TV 12:25
SK Innovation Barossa gas payoff begins.
SK Innovation's Australian Barossa gas field has finally begun first LNG shipment after 14 years and over KRW 2 trillion of investment. The company holds a 37.5% stake as the second-largest shareholder, and the gas is scheduled to arrive at the Boryeong LNG terminal in mid-February. The speaker frames this as a long-term resource-development payoff that strengthens energy security, secures long-term LNG supply, and validates the strategy of buying overseas oil and gas fields rather than assuming Korea cannot have them.
096770.KS HIGH
Kwon Soon-woo Reporting Team Lead, 3PRO TV 13:34
POSCO International owns strategic overseas resources.
POSCO International owns strategic overseas resource assets: Argentine lithium, Myanmar gas, and an Indonesian palm farm that is 2.5 times the size of Seoul and supplies 80% of Korea's palm imports. In an era where free trade is ending and ownership of supply chains matters more, these assets reduce import-disruption risk and are portrayed as valuable long-term resource-development positions.
047050.KS MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 13:44
LNG price spike worth monitoring.
LNG prices doubled in a week, rising from about $3 to $6.4 per unit. The speaker notes LNG usually trades around $4 and can spike suddenly, which he uses to emphasize energy security and the value of owning gas fields. The setup is worth monitoring because such spikes can sharply affect import-dependent economies and resource owners.
LNG MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 18:11
Korean memory benefits from AI demand.
Microsoft's new Maia AI inference chip uses six HBM3E chips reportedly supplied solely by SK hynix. The speaker argues that no matter which big tech company wins the AI chip race, the memory will be Korean, and highlights that Samsung Electronics and SK hynix hit new highs as foreign analysts push back the memory-cycle peak and expect supply shortages to continue into next year.
000660.KS 005930.KS HIGH
Up Next
3:54:20
🦞 Moltbot / Clawdbot Creator Peter Steinberger, Palmer Luckey, and more
TBPN · Jan 27
1:11:45
This Is Your Last Chance to Get Rich | WAYT?
The Compound News · Jan 27
1:11:50
President Trump delivers remarks in Iowa — 1/27/2026
CNBC · Jan 27
9:24
S&P 500 Hits Record as Dollar Weakens | Closing Bell
Bloomberg Markets · Jan 27
2:14:09
Bitcoin is about to PUMP...? Crypto Onchain is BACK! (LIVE) - Interview w/ @HadickM at 4:45PM EST
Thread Guy · Jan 27

This 3PRO TV (삼프로TV) video, published January 27, 2026, features Kwon Soon-woo discussing 096770.KS, 047050.KS, LNG, 000660.KS, 005930.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo  · Tickers: 096770.KS, 047050.KS, LNG, 000660.KS, 005930.KS