UAE, OPEC·OPEC+ Suddenly Withdraws… WTI Back to $100 | Kwon Soon-woo, 3PRO TV Reporting Team Leader

UAE, OPEC·OPEC+ Suddenly Withdraws…WTI Back to $100 | Kwon Soon-woo, 3PRO TV Reporting Team Leader [News3]
Watch on YouTube ↗  |  April 28, 2026 at 23:50  |  32:53  |  3PRO TV (삼프로TV)
Speakers
Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

Kwon Soon-woo, Reporting Team Leader at 3PRO TV, discusses UAE's planned exit from OPEC and the resulting confusion in oil markets, with WTI back above $100 and the World Bank warning of higher energy and fertilizer prices. He also highlights Korean steel stocks rallying on Iranian and Chinese supply cuts, AI connectivity demand boosting telecom equipment names, and Hyundai Rotem's Poland local-production contract. Other topics include Samsung Electronics' China appliance restructuring, central bank holds in Korea and Japan, and OpenAI-related risk for Oracle.

  • UAE will leave OPEC next month, raising questions about future oil supply.
  • Brent trades above $110 and WTI is near/above $100 amid Hormuz and Middle East uncertainty.
  • World Bank sees higher energy, fertilizer, and food inflation under certain disruption assumptions.
  • Korean steel stocks rally on Iran's export ban, China output cuts, and Middle East reconstruction expectations.
  • AI connectivity demand lifts Korean telecom equipment names such as RFHIC and OE Solutions.
  • Hyundai Rotem signs a second local production contract with Poland.
  • Samsung Electronics plans to exit China appliance/TV sales and restructure production.
  • Bank of Korea and Bank of Japan hold rates; Korea is seen as relatively stronger than Japan.
Ideas
Kwon Soon-woo Reporting Team Lead, 3PRO TV 3:46
OpenAI payment risk overhangs Oracle
OpenAI is missing user and revenue targets, and its CFO warned that insufficient revenue growth could make future AI data center payments difficult. Oracle is the most exposed AI infrastructure name to this OpenAI funding risk and fell 4.1% when the report emerged, creating a clear near-term overhang.
ORCL MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 4:15
Oil stays elevated on supply confusion
UAE's exit from OPEC could eventually add supply and pressure crude, but actual volumes are not yet clear and Middle East/Hormuz disruption remains unresolved. Brent is above $110 and WTI has returned above $100, while the World Bank warns of a 24% energy price surge under its disruption-ending assumptions, keeping oil prices elevated and inflation risk high.
WTI BNO MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 14:43
Steel shortage lifts Korean steelmakers
Iran banned steel slab and plate exports for May, and China cut March crude steel output 6.3% year-over-year with Q1 down 4.6%, creating a global steel shortage. Middle East reconstruction demand is building, and Korea's close ties with UAE, Saudi Arabia, and Qatar make Korean steelmakers likely beneficiaries. POSCO Holdings hit a 52-week high, while Bookook Steel, TCC Steel, and Husteel surged 17-26%.
002710.KS 005010.KS 005490.KS 026940.KS HIGH
Kwon Soon-woo Reporting Team Lead, 3PRO TV 17:05
AI connectivity drives telecom equipment
AI and agentic services require pervasive connectivity, driving demand for communication equipment. RFHIC is up about 150% this year, OE Solutions up 146%, while SOLiD, LIG Accuver, and Seojin System are also rallying as AI connectivity beneficiaries.
218410.KQ 138080.KQ 050890.KQ 073490.KQ Seojin System MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 17:50
Rotem Poland deal opens Europe
Hyundai Rotem signed a second production contract with Poland locally. Europe is increasing defense spending but requiring over 50% local procurement, so Rotem's structure—first batch produced in Korea, second batch assembled in Poland—can break into other European defense markets.
064350.KS HIGH
Kwon Soon-woo Reporting Team Lead, 3PRO TV 19:39
Orion leads food on Choco Pie
Orion has become the food sector leader on the strength of Choco Pie, with shares near all-time highs and more positive news expected.
271560.KS LOW
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This 3PRO TV (삼프로TV) video, published April 28, 2026, features Kwon Soon-woo discussing ORCL, WTI, BNO, 002710.KS, 005010.KS, 005490.KS, 026940.KS, 218410.KQ, 138080.KQ, 050890.KQ, 073490.KQ, Seojin System, 064350.KS, 271560.KS. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo  · Tickers: ORCL, WTI, BNO, 002710.KS, 005010.KS, 005490.KS, 026940.KS, 218410.KQ, 138080.KQ, 050890.KQ, 073490.KQ, Seojin System, 064350.KS, 271560.KS