South Korea announces Energy Resources Corporation merger amid KNOC’s ₩20 trillion debt

  • South Korea plans to merge KNOC and KOGAS into the Energy Resources Corporation.
  • KNOC carried about ₩20 trillion in debt and exceeded assets by more than ₩2.5 trillion.
  • The government will finalize integration measures in the first half of next year.

South Korea has announced plans to merge Korea National Oil Corporation (KNOC) and Korea Gas Corporation (KOGAS) into the Energy Resources Corporation, creating a single state-owned institution responsible for oil and gas resource acquisition. The government says the move would strengthen energy security as the Russia-Ukraine war and instability in the Middle East increase supply-chain risks. It also expects combined exploration, development, geological, feasibility-assessment and contract-management capabilities to reduce duplicated investment and improve bargaining power overseas. The largest issue is KNOC’s financial condition: its debt was about ₩20 trillion ($14.7 billion), while liabilities exceeded assets by more than ₩2.5 trillion ($1.8 billion) at the end of last year. KOGAS also had about ₩40.59 trillion ($29.9 billion) in debt in the first half of this year, a 345% debt-to-equity ratio and nearly ₩14.178 trillion ($10.4 billion) in uncollected receivables. The government is considering placing KNOC’s non-performing assets and liabilities in a separate liquidation entity before combining its viable operations with KOGAS. Detailed integration measures are due in the first half of next year, alongside debt-resolution steps, legislative amendments and consultations with shareholders and labor unions. The merger would be the third consolidation attempt after unsuccessful efforts under the Park Geun-hye and Moon Jae-in administrations.

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South Korea announces Energy Resources Corporation merger amid KNOC’s ₩20 trillion debt - CoinPost Terminal