Korea Electric Power Freezes Fuel Cost Adjustment for Q4

Korea Electric Power Corp will freeze fuel cost adjustments for Q4, according to a statement. The company operates through four segments: Electricity Sale, Nuclear Power, Thermal Power, and Other Business. The Other Business segment includes power plant design, maintenance, nuclear fuel supply, power ICT services, renewable and solar power generation, and greenhouse gas emission.

Korea Electric Power Corporation (KEPCO) has announced that it will freeze fuel cost adjustments for the fourth quarter (Q4) of 2025. The company operates through four primary segments: Electricity Sale, Nuclear Power, Thermal Power, and Other Business. The Other Business segment includes a range of services such as power plant design, maintenance, nuclear fuel supply, power ICT services, renewable and solar power generation, and greenhouse gas emission management KEPCO discusses cooperation with US firms amid expansion of global nuclear energy market^[2].

The decision to freeze fuel cost adjustments comes amidst a period of market volatility and a shift in the global nuclear energy landscape. KEPCO has been actively exploring opportunities to expand its foothold in the U.S. nuclear energy market, attending conferences and discussing potential partnerships with major American firms KEPCO discusses cooperation with US firms amid expansion of global nuclear energy market^[2]. The company's attendance at the 2025 Nuclear Energy Conference & Expo (NECX) in Atlanta last week underscored its commitment to entering the U.S. market and enhancing bilateral cooperation KEPCO discusses cooperation with US firms amid expansion of global nuclear energy market^[2].

In addition to its international expansion efforts, KEPCO has been adjusting its portfolio to align with market conditions. Various hedge funds have recently made significant changes to their positions in KEPCO shares. For instance, Rhumbline Advisers reduced its stake by 24.2% in the first quarter, while Northern Trust Corp boosted its position by 642.2% during the fourth quarter Korea Electric Power Corporation $KEP Shares Sold by Rhumbline Advisers^[1]. These shifts reflect the broader market dynamics and strategic repositioning by investors.

KEPCO's latest earnings report highlighted a strong performance, with earnings per share (EPS) of $0.63 for the quarter, beating analysts' estimates by $0.03. The company reported a return on equity of 15.34% and a net margin of 6.58%, indicating robust financial health Korea Electric Power Corporation $KEP Shares Sold by Rhumbline Advisers^[1]. However, the company fell short of revenue expectations, with revenue of $15.70 billion compared to analyst estimates of $19.45 billion Korea Electric Power Corporation $KEP Shares Sold by Rhumbline Advisers^[1].

The freeze on fuel cost adjustments is part of KEPCO's broader strategy to manage costs and maintain competitive pricing. This move is likely aimed at providing stability for consumers and investors alike, especially in the face of ongoing market fluctuations and geopolitical uncertainties.