South Korea has finalized a strategic investment agreement with the United States, totaling $200 billion. The deal limits annual capital outflows to $20 billion to stabilize foreign exchange markets and protect the domestic economy.
This commitment is part of a broader $350 billion economic package. The remaining $150 billion is allocated for cooperation in the shipbuilding sector, where South Korea maintains a significant global presence.
The framework emerged from 2025 tariff negotiations. Projects must prove commercial viability to qualify for funding, with oversight provided by a joint Investment Committee and a Cooperation Committee.
Capital disbursement is tied to specific project milestones rather than upfront lump sums. As of September 2026, negotiations for the initial project wave are nearing completion, including a gas power plant in Texas for AI data centers.
The legal foundation for these investments was established in March 2026, when the South Korean National Assembly passed the Special Law on Strategic Investment.
