{"id":40734,"date":"2026-03-12T11:43:18","date_gmt":"2026-03-12T11:43:18","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/mufg-%eb%a1%9c%ec%9d%b4%eb%93%9c-%ec%b1%88-%ec%9d%b4%eb%9d%bc%ed%81%ac%c2%b7%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%eb%a6%ac%ec%8a%a4%ed%81%ac%ea%b0%80-iea-%eb%b9%84%ec%b6%95%ec%9c%a0-%eb%b0%a9\/"},"modified":"2026-03-12T11:43:18","modified_gmt":"2026-03-12T11:43:18","slug":"mufg-%eb%a1%9c%ec%9d%b4%eb%93%9c-%ec%b1%88-%ec%9d%b4%eb%9d%bc%ed%81%ac%c2%b7%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%eb%a6%ac%ec%8a%a4%ed%81%ac%ea%b0%80-iea-%eb%b9%84%ec%b6%95%ec%9c%a0-%eb%b0%a9","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/mufg-%eb%a1%9c%ec%9d%b4%eb%93%9c-%ec%b1%88-%ec%9d%b4%eb%9d%bc%ed%81%ac%c2%b7%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%eb%a6%ac%ec%8a%a4%ed%81%ac%ea%b0%80-iea-%eb%b9%84%ec%b6%95%ec%9c%a0-%eb%b0%a9\/","title":{"rendered":"MUFG \ub85c\uc774\ub4dc \ucc48 \u201c\uc774\ub77c\ud06c\u00b7\ud638\ub974\ubb34\uc988 \ub9ac\uc2a4\ud06c\uac00 IEA \ube44\ucd95\uc720 \ubc29\ucd9c \ud6a8\uacfc \uc555\ub3c4\u2026\ube0c\ub80c\ud2b8\uc720 90\ub2ec\ub7ec \ub3cc\ud30c\u201d"},"content":{"rendered":"\ube0c\ub80c\ud2b8\uc720\ub294 \uc774\ub77c\ud06c\uc640 \ud638\ub974\ubb34\uc988 \ud574\ud611 \uad00\ub828 \uacf5\uae09 \ucc28\uc9c8 \uc6b0\ub824\uac00 \uad6d\uc81c\uc5d0\ub108\uc9c0\uae30\uad6c(IEA)\uc758 \ube44\ucd95\uc720 4\uc5b5 \ubc30\ub7f4 \ubc29\ucd9c \uacc4\ud68d\ubcf4\ub2e4 \ub354 \ud06c\uac8c \uc791\uc6a9\ud558\uba74\uc11c \ubc30\ub7f4\ub2f9 90\ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uc558\ub2e4. \ubcf4\ub3c4\uc5d0 \ub530\ub974\uba74 \uc774\ub77c\ud06c \ud574\uc5ed\uc5d0\uc11c \uc720\uc870\uc120 2\ucc99\uc774 \uacf5\uaca9\uc744 \ubc1b\uc73c\uba74\uc11c \uc774\ub77c\ud06c\uc758 \uc11d\uc720 \ud56d\ub9cc\uc774 \uc6b4\uc601\uc744 \uba48\ucdc4\ub2e4.\n\nIEA\uc758 \ubc29\ucd9c \ubb3c\ub7c9\uc740 \ucd1d 4\uc5b5 \ubc30\ub7f4\ub85c, 2022\ub144 \ub7ec\uc2dc\uc544\uc758 \uc6b0\ud06c\ub77c\uc774\ub098 \uce68\uacf5 \uc774\ud6c4 \ubc29\ucd9c\ub41c 1\uc5b58,300\ub9cc \ubc30\ub7f4\ubcf4\ub2e4 \ud6e8\uc52c \ud06c\uba70 \uc5ed\ub300 \ucd5c\ub300 \uaddc\ubaa8\ub2e4. \uc774\ub294 \uc804 \uc138\uacc4 \uc11d\uc720 \ud558\ub8e8 \uc18c\ube44\ub7c9 \uae30\uc900\uc73c\ub85c \uc57d 4\uc77c\uce58\uc5d0 \ud574\ub2f9\ud55c\ub2e4.\n\n<h3>Strait Of Hormuz Supply Risk<\/h3>\n\ud638\ub974\ubb34\uc988 \ud574\ud611\uc744 \ud1b5\ud574 \ub9e4\uc77c \uc804 \uc138\uacc4 \ud574\uc0c1 \uc6b4\uc1a1 \uc11d\uc720\uc758 \uc57d 20%\uac00 \uc774\ub3d9\ud558\uba70, \ud558\ub8e8 \uc57d 2,000\ub9cc \ubc30\ub7f4 \uaddc\ubaa8\ub2e4. \uc774 \uc9c0\uc5ed\uc5d0\uc11c \uacf5\uae09\uc774 \ub04a\uae30\uba74 \uc7a5\uae30\uac04 \ub2e4\ub978 \uacbd\ub85c\ub85c \ub300\uccb4\ud558\uae30 \uc5b4\ub835\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4.\n\n4\uc5b5 \ubc30\ub7f4\uc744 120\uc77c\uc5d0 \uac78\uccd0 \ubc29\ucd9c\ud558\uba74 \ud558\ub8e8 \ud3c9\uade0 \uc57d 330\ub9cc \ubc30\ub7f4 \uacf5\uae09\uc774 \ub298\uc5b4\ub098\ub294 \uc148\uc774\ub2e4. \uadf8\ub7ec\ub098 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 \ub3d9\uc11c \ud30c\uc774\ud504\ub77c\uc778(\ud64d\ud574 \ucabd\uc73c\ub85c \uc6b0\ud68c \uc218\uc1a1\ud558\ub294 \uad00\ub85c) \ub4f1 \uc77c\ubd80 \uc6b0\ud68c \ubb3c\ub7c9\uc744 \uac10\uc548\ud558\ub354\ub77c\ub3c4, \ud638\ub974\ubb34\uc988 \ud574\ud611 \ucc28\uc9c8\uacfc \uc5f0\uacc4\ub41c \uacf5\uae09 \ubd80\uc871\uc774 \ud558\ub8e8 1,000\ub9cc~1,300\ub9cc \ubc30\ub7f4\uc5d0 \uc774\ub97c \uc218 \uc788\ub2e4\ub294 \ucd94\uc815\uacfc \ube44\uad50\ud558\uba74 \uaddc\ubaa8\uac00 \uc791\ub2e4.\n\n<h3>Derivative Strategy Implications<\/h3>\n\ud30c\uc0dd\uc0c1\ud488(\ubbf8\ub798\uc758 \uac00\uaca9\uc774\ub098 \uc9c0\ud45c\ub97c \ubc14\ud0d5\uc73c\ub85c \uac70\ub798\ud558\ub294 \uae08\uc735\uc0c1\ud488) \ud22c\uc790\uc790 \uad00\uc810\uc5d0\uc11c\ub294 \ud5a5\ud6c4 \uba87 \uc8fc \uc548\uc5d0 \uac00\uaca9\uc774 \ud06c\uac8c \ubc00\ub9ac\uba74 \ub9e4\uc218 \uae30\ud68c\ub85c \ubcfc \uc218 \uc788\ub2e4\ub294 \ud574\uc11d\uc774 \uac00\ub2a5\ud558\ub2e4. \uac15\uc138 \uc804\ub7b5\uc73c\ub85c\ub294 \uc5ec\ub984 \ub9cc\uae30\uc758 100\ub2ec\ub7ec \uc548\ud30e \ud589\uc0ac\uac00(call\u00b7\ub9e4\uc218 \uc120\ud0dd\uad8c\uc758 \uc57d\uc815 \uac00\uaca9) \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub9e4\uc218\uac00 \uac70\ub860\ub41c\ub2e4. \ub610\ud55c \uc678\uac00\uaca9(out-of-the-money\u00b7\ud604\uc7ac \uac00\uaca9\ubcf4\ub2e4 \ubd88\ub9ac\ud55c \ud589\uc0ac\uac00) \ud48b\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\ub3c4\ud574 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9)\uc744 \ubc1b\ub294 \uc804\ub7b5\ub3c4, \ud070 \ud3ed \ud558\ub77d \uac00\ub2a5\uc131\uc774 \ub0ae\ub2e4\ub294 \uc804\uc81c\uc5d0\uc11c \uc120\ud0dd\uc9c0\ub85c \uc81c\uc2dc\ub41c\ub2e4.\n\n2022\ub144 \ub7ec\uc2dc\uc544\uc758 \uc6b0\ud06c\ub77c\uc774\ub098 \uce68\uacf5 \ub2f9\uc2dc\uc5d0\ub3c4 \ucd08\uae30 \ube44\ucd95\uc720 \ubc29\ucd9c\uc774 \uae09\ub4f1\uc138\ub97c \ud06c\uac8c \ub204\ub974\uc9c0 \ubabb\ud588\ub2e4\ub294 \uc810\uacfc \uc720\uc0ac\ud558\ub2e4\ub294 \ud3c9\uac00\ub2e4. \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \uc608\uc0c1 \uac00\uaca9 \ubcc0\ub3d9 \ud3ed)\uc740 \uc5ec\uc804\ud788 \ub192\uc544 \uc635\uc158 \ub9e4\uc218 \ube44\uc6a9\uc740 \ucee4\uc9c0\uc9c0\ub9cc, \ubc18\ub300\ub85c \uc635\uc158 \ub9e4\ub3c4\ub85c \uc5bb\uc744 \uc218 \uc788\ub294 \ud504\ub9ac\ubbf8\uc5c4\ub3c4 \ub298\uc5b4\ub09c\ub2e4. \uc774\ub294 \uc2dc\uc7a5\uc774 \uacf5\ub3d9 \ubc29\ucd9c \uac19\uc740 \uacf5\uae09 \ud655\ub300\ubcf4\ub2e4 \uc9c0\uc815\ud559 \ub274\uc2a4\uc5d0 \ub354 \ubbfc\uac10\ud558\uac8c \ubc18\uc751\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4.\n<p>\n\n<p><strong>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 &#8211; VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694 <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\ube0c\ub80c\ud2b8\uc720 90\ub2ec\ub7ec \ub3cc\ud30c, IEA \ube44\ucd95\uc720 4\uc5b5 \ubc30\ub7f4 \ubc29\ucd9c\ub3c4 \uc5ed\ubd80\uc871. \uc774\ub77c\ud06c \uc720\uc870\uc120 \ud53c\uaca9\u00b7\ud638\ub974\ubb34\uc988 \ud574\ud611 \ucc28\uc9c8 \uc6b0\ub824\uac00 \uacf5\uae09 \uacf5\ud3ec \ud0a4\uc6e0\uace0, \uc635\uc158 \uac15\uc138\u00b7\ud504\ub9ac\ubbf8\uc5c4 \uc804\ub7b5 \ubd80\uc0c1. \uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \ud655\ub300.<\/p>\n","protected":false},"author":87,"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-40734","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\/40734","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\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=40734"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40734\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40734"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40734"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40734"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}