{"id":38389,"date":"2026-02-16T19:21:43","date_gmt":"2026-02-16T19:21:43","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%86%8c%ec%8b%9c%ec%97%90%ed%85%8c-%ec%a0%9c%eb%84%a4%eb%9e%84-%ec%95%a0%eb%84%90%eb%a6%ac%ec%8a%a4%ed%8a%b8%eb%93%a4-%eb%af%b8%ea%b5%ad-%ea%b0%80%ec%8a%a4-%ea%b0%80%ea%b2%a9-%ea%b8%89\/"},"modified":"2026-02-16T19:21:43","modified_gmt":"2026-02-16T19:21:43","slug":"%ec%86%8c%ec%8b%9c%ec%97%90%ed%85%8c-%ec%a0%9c%eb%84%a4%eb%9e%84-%ec%95%a0%eb%84%90%eb%a6%ac%ec%8a%a4%ed%8a%b8%eb%93%a4-%eb%af%b8%ea%b5%ad-%ea%b0%80%ec%8a%a4-%ea%b0%80%ea%b2%a9-%ea%b8%89","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%86%8c%ec%8b%9c%ec%97%90%ed%85%8c-%ec%a0%9c%eb%84%a4%eb%9e%84-%ec%95%a0%eb%84%90%eb%a6%ac%ec%8a%a4%ed%8a%b8%eb%93%a4-%eb%af%b8%ea%b5%ad-%ea%b0%80%ec%8a%a4-%ea%b0%80%ea%b2%a9-%ea%b8%89\/","title":{"rendered":"\uc18c\uc2dc\uc5d0\ud14c \uc81c\ub124\ub784 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4 \u201c\ubbf8\uad6d \uac00\uc2a4 \uac00\uaca9 \uae09\ub4f1 \ud6c4 \ud558\ub77d\u2026 LNG \uc720\uc785\uc774 \uc720\ub7fd\uc744 \uc57d\ud654\uc2dc\ud0a4\uace0 \uc800\uc7a5\uace0 \ud3c9\uade0\uc740 \uc548\uc815\uc801\u201d"},"content":{"rendered":"\ubbf8\uad6d \uac00\uc2a4 \uc120\ubb3c\uc740 \uaca8\uc6b8 \ud3ed\ud48d Fern \uae30\uac04\uc5d0 \uc7a0\uc2dc $7\/MMBtu(\uac00\uc2a4 \uac00\uaca9 \ub2e8\uc704: 100\ub9cc BTU, \uc989 100\ub9cc \uc601\uad6d\uc5f4\ub7c9\ub2e8\uc704\ub2f9 \ub2ec\ub7ec) \uc704\ub85c \uc62c\ub790\ub2e4\uac00, \uc774\ud6c4 $3\/MMBtu \uc544\ub798\ub85c \ub0b4\ub824\uac14\uc2b5\ub2c8\ub2e4. \uc800\uc7a5(\uc7ac\uace0) \uc218\uc900\uc740 10\ub144 \ud3c9\uade0\uc5d0 \uac00\uae4c\uc6b4 \uc218\uc900\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4.\n\n\ud0c4\uc18c \uac00\uaca9(\ud0c4\uc18c \ubc30\ucd9c\uc5d0 \ubd99\ub294 \ube44\uc6a9)\uc774 \ub0ae\uc544\uc9c0\uba74 \uc11d\ud0c4 \ubc1c\uc804 \ube44\uc6a9\uc774 \uc904\uc5b4\ub4ed\ub2c8\ub2e4. \uc989, \uac00\uc2a4\uc5d0\uc11c \uc11d\ud0c4\uc73c\ub85c \uc804\ud658\ud558\ub294 \uc218\uc900(\uac00\uc2a4-\uc11d\ud0c4 \uc804\ud658: \ubc1c\uc804 \uc5f0\ub8cc\ub97c \uac00\uc2a4\uc5d0\uc11c \uc11d\ud0c4\uc73c\ub85c \ubc14\uafb8\ub294 \ud604\uc0c1)\uc774 \ub354 \ub0ae\uc740 \uac00\uc2a4 \uac00\uaca9\uc5d0\uc11c\ub3c4 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc5b4, \ub2e8\uae30\uc801\uc73c\ub85c \uc720\ub7fd \uac00\uc2a4 \uac00\uaca9\uc774 \ub354 \ub0ae\uc544\uc9c8 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.\n\n

Global Lng Supply Outlook<\/h3>\n\uc804 \uc138\uacc4 LNG \uacf5\uae09(\uc561\ud654\ucc9c\uc5f0\uac00\uc2a4: \ucc9c\uc5f0\uac00\uc2a4\ub97c \uc561\uccb4\ub85c \ub9cc\ub4e4\uc5b4 \uc6b4\ubc18\ud558\ub294 \uc5f0\ub8cc)\uc740 \ub298\uc5b4\ub0a0 \uc804\ub9dd\uc774\uba70, \uc774\ub85c \uc778\ud574 \uacf5\uae09 \uacfc\uc789(\uc218\uc694\ubcf4\ub2e4 \uacf5\uae09\uc774 \ub9ce\uc740 \uc0c1\ud0dc) \uae30\uac04\uc774 \uc0dd\uae38 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uae00\ub85c\ubc8c \uc218\uae09\uc774 \ub2e4\uc2dc \uade0\ud615\uc744 \ucc3e\uc744 \ub54c\uae4c\uc9c0 \uc720\ub7fd \uac00\uc2a4 \uac00\uaca9\uc744 \ub0ae\ucd9c \uc218 \uc788\uc73c\uba70, \ubbf8\uad6d LNG \uc218\ucd9c \ucc28\uc775\uac70\ub798(\uc9c0\uc5ed \uac04 \uac00\uaca9 \ucc28\uc774\ub97c \uc774\uc6a9\ud574 \uc218\ucd9c\ub85c \uc774\uc775\uc744 \ub0b4\ub294 \uac70\ub798)\uac00 \uc77c\uc2dc\uc801\uc73c\ub85c \ub2eb\ud790(\uc218\uc775\uc774 \uc5c6\uc5b4 \uc911\ub2e8\ub420) \uac00\ub2a5\uc131\ub3c4 \ud3ec\ud568\ud569\ub2c8\ub2e4.\n\n\ubbf8\uad6d, \uc720\ub7fd, \uc544\uc2dc\uc544(JKM) \uac00\uc2a4 \uae30\uc900\uac00\uaca9(\ubca4\uce58\ub9c8\ud06c: \uc2dc\uc7a5\uc5d0\uc11c \ub300\ud45c\ub85c \uc4f0\ub294 \uae30\uc900 \uac00\uaca9)\uc740 \uaca8\uc6b8 \ub09c\ubc29\u00b7\uc5ec\ub984 \ub0c9\ubc29\ucc98\ub7fc \ube44\uc2b7\ud55c \uacc4\uc808 \uc218\uc694 \ud328\ud134\uc744 \uacf5\uc720\ud558\ub294 \uac83\uc73c\ub85c \uc124\uba85\ub429\ub2c8\ub2e4. \uc774\ub294 \uc7a5\uae30\uc801\uc73c\ub85c \uc774 \uc9c0\uc5ed\ub4e4 \uac04 \uac00\uaca9\uc758 \ub3d9\uc870\ud654(\uac00\uaca9 \uc0c1\uad00\uad00\uacc4: \ud568\uaed8 \uc624\ub974\ub0b4\ub9ac\ub294 \uacbd\ud5a5)\uac00 \uc774\uc5b4\uc9c8 \uc218 \uc788\uc74c\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4.\n\n2026\ub144 2\uc6d4 14\uc77c\uc790 \uc120\ub3c4\uace1\uc120(\ud3ec\uc6cc\ub4dc \ucee4\ube0c: \ubbf8\ub798 \uc2dc\uc810\ubcc4 \uc608\uc0c1 \uac00\uaca9\uc120)\uc744 \ubcf4\uba74, \ud604\uc7ac\uc758 \uc120\ub3c4 \uac00\uaca9, \ud658\uc728, \ucc28\uc775\uac70\ub798 \ube44\uc6a9\uc744 \uae30\uc900\uc73c\ub85c LNG \uc218\ucd9c \uc218\uc775\uc131(\uc218\ucd9c\ub85c \ub0a8\ub294 \uc774\uc775)\uc774 2027\ub144\uc5d0\ub294 \uac70\uc758 0\uc5d0 \uac00\uae4c\uc6cc\uc9c0\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub0a9\ub2c8\ub2e4. \uc774\ub294 2023\ub144\uc5d0\ub3c4 \uac19\uc740 \ucde8\uc9c0\ub85c \uc608\uc0c1\ub410\uace0, \ucc28\uc775\uac70\ub798 \uc885\ub8cc\uac00 \ube44\uc2b7\ud55c \uc77c\uc815\uc73c\ub85c \ubc18\ubcf5\ud574\uc11c \uc804\ub9dd\ub410\uc2b5\ub2c8\ub2e4.\n\n\uc6b0\ub9ac\ub294 \ubbf8\uad6d \ucc9c\uc5f0\uac00\uc2a4 \uc120\ubb3c\uc774 \uaca8\uc6b8\ucca0 \uc77c\uc2dc\uc801 \uae09\ub4f1 \uc774\ud6c4 $3\/MMBtu \uc544\ub798\ub85c \ub2e4\uc2dc \ub0b4\ub824\uc624\ub294 \uac83\uc744 \ubd24\ub294\ub370, \uc774\ub294 \ud604\uc7ac \uc2dc\uc7a5 \uc5ec\uac74(\uc218\uae09 \ub4f1 \uae30\ubcf8 \uc0c1\ud669)\uc744 \ubcf4\uba74 \uc790\uc5f0\uc2a4\ub7ec\uc6b4 \ud750\ub984\uc785\ub2c8\ub2e4. \ucd5c\uc2e0 \ubbf8\uad6d EIA \ubcf4\uace0\uc11c(EIA: \ubbf8\uad6d \uc5d0\ub108\uc9c0\uc815\ubcf4\uccad, \uc5d0\ub108\uc9c0 \ud1b5\uacc4\ub97c \ub0b4\ub294 \uae30\uad00)\uc5d0 \ub530\ub974\uba74 \uc800\uc7a5\ub41c \uac00\uc2a4(working gas: \uc2e4\uc81c\ub85c \uaebc\ub0b4 \uc4f8 \uc218 \uc788\ub294 \uc800\uc7a5 \uac00\uc2a4)\uac00 2,150Bcf\uc785\ub2c8\ub2e4. Bcf(\ubd80\ud53c \ub2e8\uc704: 10\uc5b5 \uc785\ubc29\ud53c\ud2b8) \uae30\uc900\uc73c\ub85c \uc774\ub294 2\uc6d4 \uc911\uc21c\uc758 5\ub144 \ud3c9\uade0\uacfc \ube44\uc2b7\ud569\ub2c8\ub2e4. \uacf5\uae09\uc774 \ucda9\ubd84\ud558\ubbc0\ub85c, \ub0a0\uc528\ub85c \uc778\ud55c \uac00\uaca9 \ubc18\ub4f1\uc740 \uc624\ub798\uac00\uc9c0 \uc54a\uc744 \uac00\ub2a5\uc131\uc774 \ud06c\uace0 \ub9e4\ub3c4 \uae30\ud68c\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n

European Gas Price Drivers<\/h3>\n\uc720\ub7fd \uac00\uaca9 \uc804\ub9dd\uc740 \ub354 \uc57d\ud574 \ubcf4\uc785\ub2c8\ub2e4. \uc0c8\ub85c \ub298\uc5b4\ub098\ub294 \uae00\ub85c\ubc8c LNG \uacf5\uae09\uacfc \ub0ae\uc544\uc9c4 \ud0c4\uc18c \uac00\uaca9(\ud0c4\uc18c \ubc30\ucd9c \ube44\uc6a9)\uc774 \ud568\uaed8 \uc555\ubc15\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. EUAs(\uc720\ub7fd\uc5f0\ud569 \ubc30\ucd9c\uad8c: 1\ud1a4\uc758 \uc774\uc0b0\ud654\ud0c4\uc18c \ubc30\ucd9c \uad8c\ub9ac)\uac00 \ud1a4\ub2f9 \uc57d \u20ac45\uc5d0\uc11c \uac70\ub798\ub418\uba74\uc11c(\uacfc\uac70 \uace0\uc810 \ub300\ube44 \ud06c\uac8c \ud558\ub77d), \uc11d\ud0c4 \ubc1c\uc804\uc774 \ub354 \uacbd\uc81c\uc801\uc774 \ub429\ub2c8\ub2e4. \uadf8 \uacb0\uacfc \uc804\ub825 \ubd80\ubb38\uc5d0\uc11c \ucc9c\uc5f0\uac00\uc2a4 \uc218\uc694\uac00 \uc904\uc5b4\ub4e4\uc5b4, TTF \uacc4\uc57d(TTF: \uc720\ub7fd\uc758 \ub300\ud45c \uac00\uc2a4 \uac70\ub798 \uae30\uc900\uac00\uaca9) \uac00\uaca9 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4.\n\n\uc774 LNG \ubb3c\ub7c9 \uc99d\uac00\ub294 \ubbf8\uad6d\u00b7\uc720\ub7fd\u00b7\uc544\uc2dc\uc544 \uac00\uc2a4 \uc2dc\uc7a5\uc758 \uc5f0\uacb0\uc744 \ub354 \uac15\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. \ud2b9\ud788 \uce74\ud0c0\ub974 North Field East \uac19\uc740 \ub300\ud615 \ud504\ub85c\uc81d\ud2b8\uc758 \uc2e0\uaddc \uc218\ucd9c \ub2a5\ub825(\uc218\ucd9c \uc124\ube44\ub85c \ub354 \ub9ce\uc774 \ub0b4\ubcf4\ub0b4\ub294 \ub2a5\ub825)\uc774 \uc62c\ud574 \ub9d0\ubd80\ud130 \uac00\ub3d9\ub418\uba74 Henry Hub(\ubbf8\uad6d \ub300\ud45c \uac00\uc2a4 \uae30\uc900\uac00\uaca9), TTF, JKM \uac04 \uac00\uaca9 \ub3d9\uc870\ud654\uac00 \ub354 \uac15\ud574\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uac70\ub798\uc790\ub294 \ubd84\uc9c0 \uac04 \uc2a4\ud504\ub808\ub4dc(\uc9c0\uc5ed \uac04 \uac00\uaca9 \ucc28\uc774)\ub97c \ubcfc \ud544\uc694\uac00 \uc788\uc2b5\ub2c8\ub2e4. 2022\ub144\uc5d0 \ubd24\ub358 \uadf9\ub2e8\uc801 \uac00\uaca9 \uad34\ub9ac(\uc9c0\uc5ed\ubcc4 \uac00\uaca9\uc774 \ube44\uc815\uc0c1\uc801\uc73c\ub85c \ud06c\uac8c \ubc8c\uc5b4\uc9c0\ub294 \ud604\uc0c1)\ub294 \uad6c\uc870\uc801\uc73c\ub85c \ub35c \ubc1c\uc0dd\ud560 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4.\n\n\uc120\ub3c4\uace1\uc120\uc744 \ubcf4\uba74, \ubbf8\uad6d LNG\ub97c \uc720\ub7fd\uc73c\ub85c \ubcf4\ub0b4\ub294 \ucc28\uc775\uac70\ub798\uac00 2027\ub144\uae4c\uc9c0 \uc0ac\uc2e4\uc0c1 \ub2eb\ud790 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \ub9cc\uae30\uac00 \uae34 \uc720\ub7fd \uac00\uc2a4 \uacc4\uc57d\uc774 \ubbf8\uad6d \uacc4\uc57d\uc5d0 \ube44\ud574 \ube44\uc2f8\uac8c \ud3c9\uac00\ub410\uc744 \uc218 \uc788\uc74c\uc744 \ub73b\ud569\ub2c8\ub2e4. 2027\ub144 \ub9cc\uae30 TTF \uc120\ubb3c\uc5d0 \uc57d\uc138 \ud3ec\uc9c0\uc158(\uac00\uaca9 \ud558\ub77d\uc5d0 \ubca0\ud305) \uc744 \uc7a1\uac70\ub098, \ud574\ub2f9 \ub9cc\uae30\uc758 \ucf5c\uc635\uc158(\uc0b4 \uad8c\ub9ac)\uc744 \ub9e4\ub3c4\ud558\ub294 \uc804\ub7b5\uc740 \uc608\uc0c1\ub418\ub294 \uac00\uaca9 \uc218\ub834(\uc11c\ub85c \ube44\uc2b7\ud574\uc9c0\ub294 \ud750\ub984)\uc744 \ud65c\uc6a9\ud560 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\n

VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c \uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n","protected":false},"excerpt":{"rendered":"

\uaca8\uc6b8 \ud3ed\ub4f1\uc740 \ucc29\uc2dc\uc77c \ubfd0: \ubbf8\uad6d \uac00\uc2a4\ub294 $7 \ub3cc\ud30c \ud6c4 $3 \uc544\ub798\ub85c \ubcf5\uadc0, \uc7ac\uace0\ub294 \ud3c9\uade0 \uc218\uc900. \ud0c4\uc18c\uac00\uaca9 \ud558\ub77d\u00b7LNG \uacf5\uae09 \ud655\ub300\uac00 \uc720\ub7fd \uac00\uc2a4 \uc57d\uc138\ub97c \uc555\ubc15\ud558\uace0, 2027\ub144 \ubbf8\uad6d LNG \uc218\ucd9c \ucc28\uc775\uc740 \uc0ac\uc2e4\uc0c1 \uc18c\uba78 \uc804\ub9dd. – vtmarkets.com<\/p>\n","protected":false},"author":62,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-38389","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38389","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/62"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=38389"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38389\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38389"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38389"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38389"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}