🔥 Doosan Enerbility: The Profit Question Between Gas Turbines and the U.S. Nuclear Market - 2026.10.26

Hi, it’s me, Onion~ 🧅 After watching the market for a long time, days like this are the most exciting. There’s a lot to cover today, but it all comes down to one question: Is laying the groundwork the same as actually bringing in money?

🔥 Domestic gas turbines: Talk of expanded supply

Metro Newspaper reported that the expansion of Doosan Enerbility’s domestic gas turbine supply was discussed at the 2026 Energy Forum ^[1]. With the localization of key components identified as a challenge, this is a sign that the sector has become important enough for self-sufficiency to be on the agenda. Another article described three major mega-projects, driven by rising power demand, as the backdrop and mentioned opportunities to supply nuclear power and gas turbines ^[3]. It also noted that the company is contributing to securing a materials and parts supply chain with its 380MW-class gas turbine, which it developed and manufactured ^[3]. That’s what the articles confirm so far.

📈 8 U.S. nuclear reactors: The groundwork is laid, but what about profits?

Capital Market News reported that Doosan Enerbility is establishing a business foundation related to 8 U.S. nuclear reactors ^[2]. The key point is the question in the headline: “When will the profits come?” Speaking from my 30 years of market experience, the time when the groundwork is laid and the time when figures show up on the books can be farther apart than you might think. That gap is also key to the bullish scenario. However, the article doesn’t confirm when profits will materialize, so I’ll leave it as a question for now.

☕ Defense engines too? Why it joined forces with LIG

Seoul Economic TV reported that Doosan Enerbility is joining forces with LIG to develop engines for guided weapons, including missile engines ^[6]. The idea is to extend its power-generation gas turbine technology into the defense engine sector. Adding defense to nuclear power and power generation would create another business pillar, which I found interesting. Still, the materials don’t say when or how much this development will contribute to earnings, so it’s too early to say.

📊 The stock swung during the session

It reportedly fell by more than 3% during trading on the 26th ^[5]. It was also down more than 4% on the 23rd, and the direction of U.S. nuclear stocks and other factors were cited as variables for the new week ^[4]. The closing price on the 26th was ₩57,500, and the change was -3.20%. It stands out how often industry trends move the stock along, even when there’s good news about the company itself. Well, at this point, the key question is when the wind behind nuclear stocks will change direction.

Onion thinks the bullish scenario is clear. But the picture will become clearer depending on when U.S. nuclear profits and the movement of nuclear stocks line up. How do you see this gap? 🧅

📰 Reference News (5)

4

Doosan Enerbility Down More Than 4%: What’s Ahead This New Week?… U.S. Nuclear Stock Trends Among Key Factors

네이버뉴스 · 2026.10.26

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5

[Vegan News] Doosan Enerbility Down More Than 3% During Trading on the 26th

네이버뉴스 · 2026.10.26

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📺 Reference Videos (1)

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YouTube

Doosan Enerbility to Make Missile Engines Too… Why It Joined Forces with LIG

▶서울경제TV·2026.10.25