Both Korea and Japan must fundamentally reorient their public finance institutions away from fossil fuel infrastructure and toward renewable energy and clean maritime industries.

1.     Mandatory Energy Portfolio Risk Assessment and Disclosure.

Public export finance institutions (KEXIM, K-SURE for Korea; JBIC, NEXI for Japan) should conduct systematic risk assessments of energy-related finance portfolios — including geopolitical supply route risks, insurance volatility, and stranded asset exposure — with mandatory reporting to national legislatures.

2.     Review of Public Finance for New LNG Infrastructure.

Reassess the economic rationale and stranded asset risks of continued public financing for LNG carriers, terminals, and upstream investments. Apply stress tests reflecting scenarios such as the current Hormuz crisis.

3.    Expand Public Finance for Renewables and Clean Maritime Vessels.

Redirect public finance portfolios toward offshore wind installation vessels, alternative fuel carriers, and renewable energy infrastructure. Both countries' shipbuilding and maritime industries have the capacity to lead this transition — with the right finance signals.

4.    Energy Independence Roadmap.

Move beyond import diversification to structural energy mix transformation — prioritizing domestic renewable energy deployment to reduce fundamental dependence on imported fossil fuels.