{"id":41273,"date":"2026-03-16T21:44:10","date_gmt":"2026-03-16T21:44:10","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/td%ec%a6%9d%ea%b6%8c%ec%9d%98-%eb%9d%bc%ec%9d%b4%ec%96%b8-%eb%a7%a5%ec%bc%80%ec%9d%b4-%ed%99%8d%ed%95%b4-%ec%9a%94%ec%b6%a9%ec%a7%80%eb%a1%9c-%ec%82%ac%ec%9a%b0%eb%94%94-%ec%88%98%ec%b6%9c\/"},"modified":"2026-03-16T21:44:10","modified_gmt":"2026-03-16T21:44:10","slug":"td%ec%a6%9d%ea%b6%8c%ec%9d%98-%eb%9d%bc%ec%9d%b4%ec%96%b8-%eb%a7%a5%ec%bc%80%ec%9d%b4-%ed%99%8d%ed%95%b4-%ec%9a%94%ec%b6%a9%ec%a7%80%eb%a1%9c-%ec%82%ac%ec%9a%b0%eb%94%94-%ec%88%98%ec%b6%9c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/td%ec%a6%9d%ea%b6%8c%ec%9d%98-%eb%9d%bc%ec%9d%b4%ec%96%b8-%eb%a7%a5%ec%bc%80%ec%9d%b4-%ed%99%8d%ed%95%b4-%ec%9a%94%ec%b6%a9%ec%a7%80%eb%a1%9c-%ec%82%ac%ec%9a%b0%eb%94%94-%ec%88%98%ec%b6%9c\/","title":{"rendered":"TD\uc99d\uad8c\uc758 \ub77c\uc774\uc5b8 \ub9e5\ucf00\uc774 \u201c\ud64d\ud574 \uc694\ucda9\uc9c0\ub85c \uc0ac\uc6b0\ub514 \uc218\ucd9c \ub9ac\uc2a4\ud06c \uc774\ub3d9\u2026\uae00\ub85c\ubc8c \uc6d0\uc720 \uacf5\uae09 \ud0c0\uc774\ud2b8\ud574\uc838\u201d"},"content":{"rendered":"\ud638\ub974\ubb34\uc988 \ud574\ud611\uacfc \ubc14\ube0c\uc5d8\ub9cc\ub370\ube0c(Bab El\u2011Mandeb) \ud574\ud611 \uc8fc\ubcc0\uc758 \ucc28\uc9c8\ub85c \uc0ac\uc6b0\ub514 \uc6d0\uc720 \uc218\ucd9c\uc758 \uc704\ud5d8 \uc218\uc900\uacfc \ud654\ubb3c(\uc120\uc801 \ubb3c\ub7c9) \uc6b0\ud68c \ub2a5\ub825\uc774 \ub2ec\ub77c\uc9c0\uace0 \uc788\ub2e4. \ud638\ub974\ubb34\uc988 \ud574\ud611\uc744 \ud1b5\uacfc\ud558\ub358 \uc6d0\uc720 1,600\ub9cc~1,700\ub9cc \ubc30\ub7f4\/\uc77c(b\/d\u00b7\ud558\ub8e8 \uc0dd\uc0b0\u00b7\uc218\uc1a1\ub7c9 \uae30\uc900) \uaddc\ubaa8\uc758 \ud750\ub984\uc774 \uc911\ub2e8\ub410\uace0, \uc774 \uac00\uc6b4\ub370 \uc57d 700\ub9cc \ubc30\ub7f4\/\uc77c\uc740 \ud574\ud611\uc744 \uac70\uce58\uc9c0 \uc54a\uace0 \uc6b0\ud68c\ud560 \uc218 \uc788\ub294 \uac83\uc73c\ub85c \ucd94\uc815\ub41c\ub2e4.\n\n\uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\ub294 \ud64d\ud574\ub85c \uc218\ucd9c\ud560 \uc218 \uc788\ub294 \ub3d9\uc11c \ud30c\uc774\ud504\ub77c\uc778(East\u2011West pipeline\u00b7\uc0ac\uc6b0\ub514 \ub3d9\ubd80\uc5d0\uc11c \ud64d\ud574 \uc5f0\uc548\uc73c\ub85c \uc6d0\uc720\ub97c \ubcf4\ub0b4\ub294 \uc1a1\uc720\uad00)\uc5d0\uc11c \uc804\uc7c1 \uc774\uc804 \uc218\uc900 \ub300\ube44 \uc57d 500\ub9cc~550\ub9cc \ubc30\ub7f4\/\uc77c\uc758 \ub0a8\ub294 \uc6b0\ud68c \uc5ec\ub825(\uc2a4\ud398\uc5b4 \uc6a9\ub7c9\u00b7\ube44\uc0c1 \uc2dc \ucd94\uac00\ub85c \uc0ac\uc6a9\ud560 \uc218 \uc788\ub294 \uc6a9\ub7c9)\uc744 \ubcf4\uc720\ud558\uace0 \uc788\ub2e4. \ub2e4\ub9cc \ub3d9\uc11c \ud30c\uc774\ud504\ub77c\uc778\uc740 \ud604\uc7ac \uc0ac\uc2e4\uc0c1 \ucd5c\ub300\uce58\ub85c \uac00\ub3d9\ub418\ub294 \uac83\uc73c\ub85c \ubcf4\uc774\uba70, \uc580\ubd80(Yanbu) \ud56d\ub9cc\uc740 \uc774\ubc88 \uc8fc \uc218\ucd9c\uc6a9 \uc6d0\uc720 \uc120\uc801 \uc77c\uc815\uc774 1,300\ub9cc \ubc30\ub7f4\/\uc77c, \ub2e4\uc74c \uc8fc\ub294 500\ub9cc \ubc30\ub7f4\/\uc77c\uc744 \uc0c1\ud68c\ud558\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub09c\ub2e4.\n\n<h3>Yanbu Export Exposure To Red Sea Risk<\/h3>\n\uc77c\uc815\ud45c \uae30\uc900\uc73c\ub85c \uc580\ubd80 \uc218\ucd9c \ubb3c\ub7c9\uc758 \uc57d 70~75%\ub294 \ud6c4\ud2f0(Houthi\u00b7\uc608\uba58\uc758 \ubb34\uc7a5\uc138\ub825) \ud65c\ub3d9\uc774 \ud64d\ud574\uc5d0 \uc601\ud5a5\uc744 \uc904 \uacbd\uc6b0 \ucc28\uc9c8\uc744 \uacaa\uc744 \uc218 \uc788\ub2e4. \uc580\ubd80 \uc218\ucd9c \ubb3c\ub7c9 \uc911 90%\ub294 VLCC(\ucd08\ub300\ud615 \uc6d0\uc720\uc6b4\ubc18\uc120\u00b7Very Large Crude Carrier)\uc5d0 \uc801\uc7ac\ub420 \uc608\uc815\uc774\uba70, \uadf8\uc911 \ucd5c\uc18c 80%\ub294 \uc544\uc2dc\uc544 \uc2dc\uc7a5 \ub610\ub294 \uc0ac\uc6b0\ub514 \uc790\uc794(Jazan) \uc815\uc720\uacf5\uc7a5\uc73c\ub85c \ud5a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.\n\n\ub9cc\uc7ac(\uac00\ub4dd \uc801\uc7ac)\ud55c VLCC\ub294 \uc218\uc5d0\uc988 \uc6b4\ud558\ub97c \ud1b5\uacfc\ud560 \uc218 \uc5c6\uc5b4, \uc0c1\ub2f9\uc218 \ud654\ubb3c\uc774 \ubc14\ube0c\uc5d8\ub9cc\ub370\ube0c \ud574\ud611\uc744 \uc9c0\ub0a0 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ub2e4\ub9cc \uc608\uc815\ub41c VLCC \ubb3c\ub7c9 \uac00\uc6b4\ub370 \ucd5c\ub300 200\ub9cc~250\ub9cc \ubc30\ub7f4\/\uc77c\uc740 \ubd81\ucabd \uc544\uc778 \uc218\ud06c\ub098(Ain Sukhna)\ub85c \uc774\ub3d9\ud55c \ub4a4, SUMED \ud30c\uc774\ud504\ub77c\uc778(\uc774\uc9d1\ud2b8\uc758 \uc6d0\uc720 \uc218\uc1a1 \ud30c\uc774\ud504\ub77c\uc778\u00b7\uc218\uc5d0\uc988 \uc6b4\ud558\ub97c \ub300\uc2e0\ud574 \ud64d\ud574 \ucabd\uc5d0\uc11c \uc9c0\uc911\ud574 \ucabd\uc73c\ub85c \uc6d0\uc720\ub97c \ubcf4\ub0b4\ub294 \uc6b0\ud68c\ub85c, \uc6a9\ub7c9 250\ub9cc~280\ub9cc \ubc30\ub7f4\/\uc77c)\uc744 \uc774\uc6a9\ud574 \uc2dc\ub514 \ucf00\ub9ac\ub974(Sidi Kerir)\ub85c \ubcf4\ub0bc \uc218\ub3c4 \uc788\ub2e4. \uc774 \uacbd\ub85c\uc758 \ud604\uc2e4\uc801 \uc0c1\ud55c\uc740 200\ub9cc \ubc30\ub7f4\/\uc77c\uc744 \uc57d\uac04 \uc6c3\ub3c4\ub294 \uc218\uc900\uc73c\ub85c \ud3c9\uac00\ub41c\ub2e4.\n\n\ud638\ub974\ubb34\uc988 \ud574\ud611\uc5d0\uc11c\uc758 \ub300\uaddc\ubaa8 \ucc28\uc9c8\ub85c \uc2dc\uc7a5\uc740 \uc2ec\uac01\ud55c \uacf5\uae09 \ucda9\uaca9(\uacf5\uae09\uc774 \uae09\uaca9\ud788 \uc904\uc5b4 \uac00\uaca9\uacfc \uc218\uae09\uc774 \ud754\ub4e4\ub9ac\ub294 \ud604\uc0c1)\uc5d0 \uc9c1\uba74\ud574 \uc788\uc73c\uba70, \uc6b0\ud68c\ub9cc\uc73c\ub85c\ub294 \uc774\ub97c \uc644\uc804\ud788 \ud574\uc18c\ud558\uae30 \uc5b4\ub835\ub2e4. \uc0ac\uc6b0\ub514 \ub3d9\uc11c \ud30c\uc774\ud504\ub77c\uc778\uc774 \uc774\ubbf8 \ud55c\uacc4\uae4c\uc9c0 \uac00\ub3d9\ub418\ub294 \uc0c1\ud669\uc5d0\uc11c, \ub2e8\uae30\uc801\uc73c\ub85c \uc6d0\uc720 \uac00\uaca9 \uc0c1\uc2b9(\uac15\uc138) \uac00\ub2a5\uc131\uc774 \ub69c\ub837\ud558\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4. \uc774\ub294 2024~2025\ub144\uc5d0 \uad00\uce21\ub410\ub358 \ud574\uc0c1 \uc6b4\uc1a1 \uc9c0\uc5f0\ubcf4\ub2e4 \ud6e8\uc52c \ub354 \ud070 \uc218\uc900\uc758 \uc704\ud5d8 \ud655\ub300\ub2e4.\n\n\uc6b0\ud68c\ub41c \uc6d0\uc720\uac00 \uc9c1\uba74\ud55c \uc704\ud5d8\uc740 \ub2e8\uc21c\ud55c \uac00\uc815\uc774 \uc544\ub2c8\ub77c, \uc774\uc81c \ubc14\ube0c\uc5d8\ub9cc\ub370\ube0c \ud574\ud611\uc744 \ubc18\ub4dc\uc2dc \uc9c0\ub098\uc57c \ud55c\ub2e4\ub294 \uc810\uc5d0\uc11c \ud604\uc2e4\uc801\uc774\ub2e4. \uc9c0\ub09c\ub2ec \uc774 \uc218\ub85c\uc5d0\uc11c VLCC\uac00 \ubbf8\uc0ac\uc77c\uc5d0 \u2018\uc544\uc2ac\uc544\uc2ac\ud558\uac8c \ube57\ub9de\uc558\ub2e4\u2019\ub294 \ubcf4\ub3c4 \uc774\ud6c4 \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9\uc740 \ubc30\ub7f4\ub2f9 115\ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uba70 \uae09\ub4f1\ud588\ub2e4. CBOE \uc6d0\uc720 \ubcc0\ub3d9\uc131 \uc9c0\uc218(OVX\u00b7\uc635\uc158 \uac00\uaca9\uc744 \ubc14\ud0d5\uc73c\ub85c \uc2dc\uc7a5\uc774 \uc608\uc0c1\ud558\ub294 \ubcc0\ub3d9\uc131 \uc218\uc900)\ub3c4 55 \ubd80\uadfc\uc758 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc5b4, \uc720\uc870\uc120\uc774 \uc9c1\uc811 \ud53c\uaca9\ub420 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\uac00 \ubc18\uc601\ub418\uace0 \uc788\ub2e4.\n\n<h3>Trading And Market Implications<\/h3>\n\uc774 \uc218\ucd9c \ubb3c\ub7c9\uc758 \uc0c1\ub2f9 \ubd80\ubd84(\uc580\ubd80\ubc1c \ucd5c\ub300 75%)\uc740 \uc218\uc5d0\uc988 \uc6b4\ud558\ub97c \ud1b5\uacfc\ud558\uae30\uc5d4 \ub108\ubb34 \ud070 VLCC\uc5d0 \uc2e4\ub9b0\ub2e4. \uc774 \ub54c\ubb38\uc5d0 \uc544\uc2dc\uc544 \uc2dc\uc7a5\uc73c\ub85c \uac00\ub824\uba74 \uc704\ud5d8\uc774 \ud070 \uad6c\uac04\uc744 \uc9c0\ub098 \ub0a8\ucabd\uc73c\ub85c \ub0b4\ub824\uac08 \uc218\ubc16\uc5d0 \uc5c6\ub2e4. \uc774\uc9d1\ud2b8 SUMED \ud30c\uc774\ud504\ub77c\uc778\uc744 \uc774\uc6a9\ud558\ub294 \ub300\uc548 \uacbd\ub85c\ub294 \uc774\ubbf8 \uc5ec\uc720\uac00 \ud06c\uc9c0 \uc54a\uc73c\uba70, \ucc98\ub9ac \uac00\ub2a5\ud55c \ucd5c\ub300 \ubb3c\ub7c9\ub3c4 \ud558\ub8e8 \uc57d 250\ub9cc \ubc30\ub7f4 \uc218\uc900\uc5d0 \uadf8\uccd0 \ubcd1\ubaa9(\ucc98\ub9ac \uc6a9\ub7c9\uc774 \ubd80\uc871\ud574 \ud750\ub984\uc774 \ub9c9\ud788\ub294 \ud604\uc0c1)\uc774 \ubc1c\uc0dd\ud55c\ub2e4.\n\n\ud2b8\ub808\uc774\ub354(\ub2e8\uae30 \ub9e4\ub9e4\uc790) \uc785\uc7a5\uc5d0\uc11c\ub294 \uadfc\uc6d4\ubb3c(\uac00\uc7a5 \ub9cc\uae30\uac00 \uac00\uae4c\uc6b4) \ube0c\ub80c\ud2b8\uc720 \uc120\ubb3c\uc5d0 \ub300\ud55c \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\uc744 \ub9e4\uc218\ud574 \uae09\ub4f1 \uc2dc \uc218\uc775 \uae30\ud68c\ub97c \ub178\ub9ac\uba74\uc11c\ub3c4 \uc704\ud5d8\uc744 \uc81c\ud55c\ud558\ub294 \uc811\uadfc\uc774 \uac00\ub2a5\ud558\ub2e4\ub294 \uc758\ubbf8\ub2e4. \ube0c\ub80c\ud2b8\uc720\uc640 WTI(\ubbf8\uad6d \uc11c\ubd80\ud14d\uc0ac\uc2a4\uc0b0 \uc6d0\uc720) \uac00\uaca9 \ucc28\uc774(\uc2a4\ud504\ub808\ub4dc)\ub294 \uc774\ubbf8 \uc57d 9\ub2ec\ub7ec\uae4c\uc9c0 \ubc8c\uc5b4\uc838 2024\ub144 \ub9d0 \uc774\ud6c4 \ucd5c\ub300 \ud3ed\uc744 \uae30\ub85d\ud588\ub294\ub370, \uc911\ub3d9\uc0b0 \uc6d0\uc720 \ucc28\uc9c8\uc774 \ud2b9\ud788 \ud06c\uae30 \ub54c\ubb38\uc774\ub2e4. \uc774 \uaca9\ucc28\ub294 \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \ub354 \ud655\ub300\ub420 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4.\n\n\uc120\ubb3c \uace1\uc120(\ub9cc\uae30\ubcc4 \uac00\uaca9 \ud750\ub984)\ub3c4 \uc774\ub97c \ub4b7\ubc1b\uce68\ud55c\ub2e4. \ucd5c\uadfc \uc120\ubb3c \uc2dc\uc7a5\uc740 \ubc31\uc6cc\ub370\uc774\uc158(backwardation\u00b7\uac00\uae4c\uc6b4 \ub9cc\uae30 \uac00\uaca9\uc774 \ub354 \ube44\uc2f8\uace0 \uba3c \ub9cc\uae30 \uac00\uaca9\uc774 \ub354 \uc2fc \uad6c\uc870) \ud3ed\uc774 \ucee4\uc84c\ub294\ub370, \uc774\ub294 \ub2f9\uc7a5 \uacf5\uae09\uc774 \ubd80\uc871\ud558\ub2e4\ub294 \uc2e0\ud638\ub2e4. \uadfc\uc6d4\ubb3c \ud504\ub9ac\ubbf8\uc5c4(\ub2e8\uae30 \uacc4\uc57d\uc774 \ube44\uc2fc \ud604\uc0c1)\uc740 2026\ub144 5\uc6d4 \ub610\ub294 6\uc6d4\ubb3c \uacc4\uc57d\uc5d0\uc11c \ub9e4\uc218 \ud3ec\uc9c0\uc158(\uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \ubcf4\uc720)\uc744 \uc720\uc9c0\ud558\ub294 \uac83\uc774 \uc774 \u2018\uacf5\uae09 \ud0c0\uc774\ud2b8\u2019(\uc218\uae09\uc774 \ube60\ub4ef\ud55c \uc0c1\ud0dc)\ub97c \ubc18\uc601\ud558\ub294 \uac00\uc7a5 \uc9c1\uc811\uc801\uc778 \uac70\ub798 \ubc29\uc2dd\uc784\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\ub294 2019\ub144 \uc0ac\uc6b0\ub514 \uc2dc\uc124 \uacf5\uaca9 \uc774\ud6c4\uc758 \uac00\uaca9 \uc6c0\uc9c1\uc784\uacfc \ub2ee\uc558\uc9c0\ub9cc, \ub354 \uc624\ub798 \uc9c0\uc18d\ub418\ub294 \uc591\uc0c1\uc774\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>\ud638\ub974\ubb34\uc988 \ucc28\uc9c8\ub85c \ud558\ub8e8 1,600\ub9cc~1,700\ub9cc\ubc30\ub7f4 \ub9c9\ud788\uba70 \uacf5\uae09 \uc1fc\ud06c. \uc0ac\uc6b0\ub514 \uc6b0\ud68c \uc5ec\ub825\ub3c4 \ud55c\uacc4, \uc580\ubd80 \uc218\ucd9c 70~75% \ud64d\ud574 \ub9ac\uc2a4\ud06c. SUMED \ubcd1\ubaa9\u2026 \uc720\uac00\u00b7\ubcc0\ub3d9\uc131 \uae09\ub4f1, \ube0c\ub80c\ud2b8-WSI \uc2a4\ud504\ub808\ub4dc \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-41273","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\/41273","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=41273"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41273\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41273"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41273"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41273"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}