{"id":41282,"date":"2026-03-17T00:44:00","date_gmt":"2026-03-17T00:44:00","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/inging%ec%9d%98-%ec%9b%8c%eb%9f%b0-%ed%8c%a8%ed%84%b0%ec%8a%a8%ec%9d%80-%ec%97%90%eb%84%88%ec%a7%80-%ec%8b%9c%ec%9e%a5-%ec%a0%84%eb%a7%9d%ec%9d%84-%ec%83%81%ed%96%a5-%ec%a1%b0%ec%a0%95%ed%95%98\/"},"modified":"2026-03-17T00:44:00","modified_gmt":"2026-03-17T00:44:00","slug":"inging%ec%9d%98-%ec%9b%8c%eb%9f%b0-%ed%8c%a8%ed%84%b0%ec%8a%a8%ec%9d%80-%ec%97%90%eb%84%88%ec%a7%80-%ec%8b%9c%ec%9e%a5-%ec%a0%84%eb%a7%9d%ec%9d%84-%ec%83%81%ed%96%a5-%ec%a1%b0%ec%a0%95%ed%95%98","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/inging%ec%9d%98-%ec%9b%8c%eb%9f%b0-%ed%8c%a8%ed%84%b0%ec%8a%a8%ec%9d%80-%ec%97%90%eb%84%88%ec%a7%80-%ec%8b%9c%ec%9e%a5-%ec%a0%84%eb%a7%9d%ec%9d%84-%ec%83%81%ed%96%a5-%ec%a1%b0%ec%a0%95%ed%95%98\/","title":{"rendered":"INGING\uc758 \uc6cc\ub7f0 \ud328\ud130\uc2a8\uc740 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5 \uc804\ub9dd\uc744 \uc0c1\ud5a5 \uc870\uc815\ud558\uba70, \ud638\ub974\ubb34\uc988 \ud574\ud611\uc774 \uc7a0\uc2dc \ud3d0\uc1c4\ub420 \uac83\uc774\ub77c\ub294 \uc608\uc0c1\uc740 \uc811\uc5c8\ub2e4."},"content":{"rendered":"ING\uc758 \uc6cc\ub7f0 \ud328\ud130\uc2a8\uc740 \uc138\uacc4 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624(\uac00\uc7a5 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\uace0 \ubcf4\ub294 \uc804\ub9dd)\ub97c \uc218\uc815\ud588\uace0, \ud638\ub974\ubb34\uc988 \ud574\ud611\uc5d0\uc11c **2\uc8fc\uac04** \uacf5\uae09\uc774 \ub04a\uae34\ub2e4\ub294 \uc774\uc804 \uac00\uc815\uc740 \uc0ad\uc81c\ud588\ub2e4. \uc5c5\ub370\uc774\ud2b8\ub41c \uc811\uadfc\ubc95\uc740 \ud63c\ub780(\uacf5\uae09 \ucc28\uc9c8)\uc774 **3\uc6d4 \ub9d0\uae4c\uc9c0 \ub610\ub294 \uadf8\ubcf4\ub2e4 \ub354 \uc624\ub798** \uc774\uc5b4\uc9c0\uace0, **2\ubd84\uae30\uc640 3\ubd84\uae30**\uc5d0 \uac78\uccd0 **\uc810\uc9c4\uc801\uc73c\ub85c \uc815\uc0c1\ud654**(\uc11c\uc11c\ud788 \uc6d0\ub798 \uc218\uc900\uc73c\ub85c \ud68c\ubcf5)\ub41c\ub2e4\uace0 \ubcf8\ub2e4.\n\n\uc774\uc804 \uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624\ub294 **2\uc8fc \ub3d9\uc548 \uc644\uc804 \uc911\ub2e8** \ud6c4 3\uc6d4\uc5d0 \ud68c\ubcf5\uc774 \uc2dc\uc791\ub418\uace0 4\uc6d4\uc5d0\ub294 \uac70\uc758 \uc815\uc0c1 \ud750\ub984(\ud3c9\uc18c\uc5d0 \uac00\uae4c\uc6b4 \ubb3c\ub7c9)\uc774 \ub3cc\uc544\uc628\ub2e4\uace0 \uac00\uc815\ud588\ub2e4. \uadf8\ub7ec\ub098 \ubd84\uc7c1\uc774 **3\uc8fc\uc9f8**\ub85c \uc811\uc5b4\ub4e4\uc5c8\ub294\ub370\ub3c4 \uc5d0\ub108\uc9c0 \ubb3c\ub7c9 \ud750\ub984\uc774 \uc7ac\uac1c\ub418\uc9c0 \uc54a\uc544, \uc774 \uac00\uc815\uc740 \uc218\uc815\ub410\ub2e4.\n\n

Updated Base Case Assumptions<\/h3>\n\uc2dc\ub098\ub9ac\uc624 1(\uc0c8 \uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624)\uc5d0\uc11c\ub294 3\uc6d4 \ub9d0\uae4c\uc9c0 \ud750\ub984\uc774 \uacc4\uc18d \ub9c9\ud788\uace0, \uaca9\ub82c\ud55c \uc804\ud22c(\ub300\uaddc\ubaa8 \uad50\uc804)\uac00 \uc6d4\ub9d0\uae4c\uc9c0 \uc774\uc5b4\uc9c4\ub2e4\uace0 \ubcf8\ub2e4. \uc774\ud6c4 \uacf5\uaca9 \uac15\ub3c4\uac00 \ub0ae\uc544\uc9c0\uace0 \uc678\uad50 \ud65c\ub3d9(\ud611\uc0c1\uc744 \ud1b5\ud55c \ud574\uacb0 \uc2dc\ub3c4)\uc774 \ub298\uba74\uc11c 2\ubd84\uae30\uc5d0 \uc810\uc9c4\uc801\uc73c\ub85c \ud68c\ubcf5\ud55c\ub2e4.\n\n\uc0c1\ub958(\uc5c5\uc2a4\ud2b8\ub9bc: \uc6d0\uc720\u00b7\uac00\uc2a4 **\uc0dd\uc0b0 \ub2e8\uacc4**) \uc0dd\uc0b0, \uc815\uc720\uc2dc\uc124, LNG \uc2dc\uc124\uc740 \uc800\uc7a5 \uc81c\uc57d(\uc800\uc7a5 \uacf5\uac04 \ubd80\uc871)\uc774 \uc644\ud654\ub418\uba70 \uac00\ub3d9\uc744 \ub298\ub9ac\uace0, \uc77c\ubd80 \uc6d0\uc720\ub294 \uc0ac\uc6a9 \uac00\ub2a5\ud55c \ud30c\uc774\ud504\ub77c\uc778 \uc6a9\ub7c9\uc744 \ud1b5\ud574 \ud638\ub974\ubb34\uc988\ub97c \uc6b0\ud68c\ud574 \uacc4\uc18d \uc774\ub3d9\ud55c\ub2e4. 3\ubd84\uae30 \ucd08\uc5d0\ub294 \uac70\uc758 \uc815\uc0c1 \ud750\ub984\uc774 \ub3cc\uc544\uc628\ub2e4.\n\n\uc2dc\ub098\ub9ac\uc624 2\ub294 \uac00\uc7a5 \ub099\uad00\uc801\uc774\ub2e4. 3\uc6d4 \ub9d0\uae4c\uc9c0 \ud750\ub984\uc774 \uac70\uc758 \uc644\uc804\ud788 \ub9c9\ud78c \uc0c1\ud0dc\uac00 \uc774\uc5b4\uc9c0\ub2e4\uac00 4\uc6d4\uc5d0 \uac1c\uc120\ub41c\ub2e4. 5\uc6d4\uc5d0\ub294 \uacf5\uae09\uc774 \uac70\uc758 \uc815\uc0c1\uc73c\ub85c \ub3cc\uc544\uc628\ub2e4.\n\n\uc2dc\ub098\ub9ac\uc624 3\uc740 \uaca9\ub82c\ud55c \uc804\ud22c\uac00 4\uc6d4\uae4c\uc9c0 \uc774\uc5b4\uc9c4 \ub4a4, \uc678\uad50\uac00 \uc81c\ud55c\ub41c \uc0c1\ud0dc\uc5d0\uc11c \ub0ae\uc740 \uc218\uc900\uc758 \ucda9\ub3cc\uc774 \uacc4\uc18d\ub41c\ub2e4\uace0 \uac00\uc815\ud55c\ub2e4. \uc120\ubc15 \uacf5\uaca9\uc774 \uc774\uc5b4\uc9c0\uba74\uc11c \uc5d0\ub108\uc9c0 \ud750\ub984\uc774 \ub354 \uc624\ub79c \uae30\uac04 \ucc28\uc9c8\uc744 \ube5a\ub294\ub2e4.\n\n

Market Volatility Outlook<\/h3>\n\ucd08\uae30 \uac00\uc815\uc774\uc5c8\ub358 \u201c2\uc8fc \ub0b4 \ube60\ub978 \uc815\uc0c1\ud654\u201d\uac00 \ub9de\uc9c0 \uc54a\uc558\uc73c\ubbc0\ub85c, \uc2dc\uc7a5\uc758 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \uc624\ub974\ub0b4\ub9ac\ub294 \uc815\ub3c4)\uc740 \ub9e4\uc6b0 \ub192\uc740 \uc218\uc900\uc774 \uacc4\uc18d\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ube0c\ub80c\ud2b8\uc720 \uc120\ubb3c\uc774 \ubc30\ub7f4\ub2f9 125\ub2ec\ub7ec\ub97c \ub118\uc5b4\uc11c\uace0 \uc788\uc73c\uba70, CBOE \uc6d0\uc720 \ubcc0\ub3d9\uc131 \uc9c0\uc218(OVX: \uc6d0\uc720 \uc635\uc158 \uac00\uaca9\uc5d0\uc11c \uacc4\uc0b0\ud55c **\uc2dc\uc7a5 \ubd88\uc548 \uc9c0\ud45c**)\ub294 75\ub97c \ub118\uc5b4\uc130\ub2e4. \uc774\ub294 \uc2dc\uc7a5 \uc2a4\ud2b8\ub808\uc2a4(\ubd88\uc548)\uac00 \ud06c\ub2e4\ub294 \ub73b\uc774\ub2e4. \ud2b8\ub808\uc774\ub354\ub294 \uc774\ub7f0 \uace0\ubcc0\ub3d9\uc131 \ud658\uacbd\uc774 2\ubd84\uae30\uae4c\uc9c0 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4\uace0 \ubcf4\uace0 \ub300\uc751\ud574\uc57c \ud55c\ub2e4.\n\n\uc0c8 \uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624(3\uc6d4 \ub9d0\uae4c\uc9c0 \ucc28\uc9c8 \uc9c0\uc18d, \uc774\ud6c4 \ub290\ub9b0 \ud68c\ubcf5)\ub294 \uc6d0\uc720 \uc120\ubb3c \uace1\uc120\uc758 \uc55e\ubd80\ubd84(\uadfc\uc6d4\ubb3c)\uc774 \u201c\uae09\uaca9\ud55c \ubc31\uc6cc\ub370\uc774\uc158\u201d\uc744 \uc720\uc9c0\ud560 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ubc31\uc6cc\ub370\uc774\uc158(backwardation: **\uac00\uae4c\uc6b4 \ub9cc\uae30 \uacc4\uc57d \uac00\uaca9\uc774 \uba3c \ub9cc\uae30\ubcf4\ub2e4 \ub354 \ube44\uc2fc \uc0c1\ud0dc**)\uc740 \ub2e8\uae30 \uacf5\uae09 \ubd80\uc871\uc774 \uc2ec\ud558\ub2e4\ub294 \uc2e0\ud638\ub2e4. \ud638\ub974\ubb34\uc988 \ud574\ud611\uc740 \uc138\uacc4 \uc11d\uc720 \uc18c\ube44\uc758 \uc57d 20%\uac00 \uc9c0\ub098\uac00\ub294 \uacf3\uc774\uc5b4\uc11c, \uacf5\uae09\uc774 \ub9c9\ud788\uba74 \uc989\uc2dc \ubd80\uc871\uc774 \ucee4\uc9c4\ub2e4. \uc774\ub97c \ub178\ub9b0 \uce98\ub9b0\ub354 \uc2a4\ud504\ub808\ub4dc(\ub9cc\uae30\uac00 \ub2e4\ub978 \uc120\ubb3c \uacc4\uc57d\uc744 \ud568\uaed8 \ub9e4\uc218\u00b7\ub9e4\ub3c4\ud558\ub294 \ubc29\uc2dd) \uac70\ub798\uac00 \ud55c \uc804\ub7b5\uc774 \ub420 \uc218 \uc788\ub2e4.\n\n6~7\uc6d4 \ub9cc\uae30\uc758 \ucf5c\uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub9e4\uc218\ub294 \u201c\uc815\uc0c1 \ud750\ub984 \ubcf5\uadc0\uac00 3\ubd84\uae30 \ucd08\uac00 \ub420 \uc218 \uc788\ub2e4\u201d\ub294 \uc5c5\ub370\uc774\ud2b8\ub41c \uc804\ub9dd\uacfc \ub9de\ub294\ub2e4. \ub2e4\ub9cc \ub0b4\uc7ac \ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c **\uc608\uc0c1 \ubcc0\ub3d9 \ud3ed**)\uc774 \ub192\uc544 \uc635\uc158 \uac00\uaca9\uc774 \ube44\uc2f8\uc9c0\ub9cc, \uac08\ub4f1\uc774 \ub354 \uacf5\uaca9\uc801\uc778 \uc2dc\ub098\ub9ac\uc624\ub85c \ubc88\uc9c8 \uacbd\uc6b0 \uac00\uaca9\uc774 \ub354 \uae09\ub4f1\ud560 \uc704\ud5d8\uc744 \ubc18\uc601\ud55c \uac83\uc774\uae30\ub3c4 \ud558\ub2e4. \ub9ce\uc740 \ucc38\uc5ec\uc790\uc5d0\uac8c\ub294 \ud070 \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc774 \ub192\uc740 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \ube44\uc6a9)\ubcf4\ub2e4 \ub354 \uc911\uc694\ud560 \uc218 \uc788\ub2e4.\n\n2022\ub144 \uacf5\uae09 \ucda9\uaca9(\uacf5\uae09\uc774 \uac11\uc790\uae30 \uc904\uc5b4\ub4e0 \uc0ac\uac74) \ub2f9\uc2dc \uc2dc\uc7a5 \ubc18\uc751\uc5d0\uc11c \ubc30\uc6b4 \uc810\uc740, \ucd08\uae30 \uac00\uaca9 \uc6c0\uc9c1\uc784\uc774 \ub9e4\uc6b0 \ud06c\uace0 \uc608\uc0c1\ubcf4\ub2e4 \uc624\ub798 \uac08 \uc218 \uc788\ub2e4\ub294 \uac83\uc774\ub2e4. \ub2f9\uc2dc \uadfc\uc6d4\ubb3c \uac00\uaca9\uc740 \ubd88\uacfc \uba87 \uc8fc \ub9cc\uc5d0 30% \uc774\uc0c1 \uae09\ub4f1\ud574 \ub9ce\uc740 \uc0ac\ub78c\uc774 \ub300\uc751\ud558\uc9c0 \ubabb\ud588\ub2e4. \uc774\ub7f0 \uacfc\uac70 \uc0ac\ub840\ub294 \uc9c0\uae08 \uc0c1\ud669\uc5d0\uc11c\ub3c4 \u201c\ube60\ub978 \ud574\uacb0\u201d\uc744 \uc804\uc81c\ub85c \ud558\ub294 \ud310\ub2e8\uc774 \uac00\ub2a5\uc131\uc740 \ub0ae\uace0 \uc704\ud5d8\uc740 \ud070 \uc120\ud0dd\uc784\uc744 \uc2dc\uc0ac\ud55c\ub2e4.\n\nIEA \ud68c\uc6d0\uad6d\uc774 \uc804\ub7b5\ube44\ucd95\uc720(SPR: \uc815\ubd80\uac00 \ube44\uc0c1\uc2dc\ub97c \ub300\ube44\ud574 \ubcf4\uc720\ud558\ub294 \uc11d\uc720)\ub97c 6,000\ub9cc \ubc30\ub7f4 \uacf5\ub3d9 \ubc29\ucd9c\ud558\uaca0\ub2e4\uace0 \ucd5c\uadfc \ubc1c\ud45c\ud55c \uac83\uc740 \uac00\uaca9 \uc0c1\ub2e8\uc744 \uc77c\uc2dc\uc801\uc73c\ub85c \ub9c9\uc744 \uc218 \uc788\ub2e4. \uadf8\ub7ec\ub098 \uc774 \ubb3c\ub7c9\uc740 \ucc28\uc9c8 \uaddc\ubaa8\uc5d0 \ube44\ud574 \uc791\uace0, \ud638\ub974\ubb34\uc988 \ud574\ud611\uc774\ub77c\ub294 \ubb3c\ub9ac\uc801 \ubcd1\ubaa9(\ud1b5\ub85c\uac00 \ub9c9\ud600 \uc0dd\uae30\ub294 \uacf5\uae09 \uc81c\ud55c)\uc744 \ud574\uacb0\ud558\uc9c0\ub294 \ubabb\ud55c\ub2e4. \ud2b8\ub808\uc774\ub354\ub294 SPR \ubc29\ucd9c\uc744 \u201c\uc704\uae30\uac00 \ub05d\ub0ac\ub2e4\u201d\ub294 \uc2e0\ud638\uac00 \uc544\ub2c8\ub77c, \uac00\uaca9\uc774 \ub2e4\uc18c \ub0b4\ub824\uac08 \ub54c \ub9e4\uc218 \ud3ec\uc9c0\uc158(\uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uac70\ub798)\uc744 \uc7a1\uc744 \uae30\ud68c\ub85c \ubcf4\ub294 \ud3b8\uc774 \ud569\ub9ac\uc801\uc774\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":"

\ud638\ub974\ubb34\uc988 \ubd09\uc1c4, \ub05d\uc774 \uc548 \ubcf4\uc778\ub2e4: ING\ub294 2\uc8fc \uc911\ub2e8 \uac00\uc815\uc744 \ud3d0\uae30\ud558\uace0 3\uc6d4 \ub9d0\uae4c\uc9c0 \ucc28\ub2e8\u00b72~3\ubd84\uae30 \uc810\uc9c4 \uc815\uc0c1\ud654\ub97c \uae30\ubcf8\uc73c\ub85c \uc81c\uc2dc. \ubcc0\ub3d9\uc131 \uae09\ub4f1, \ubc31\uc6cc\ub370\uc774\uc158\u00b7\ucf5c\uc635\uc158 \uc804\ub7b5 \ubd80\uac01. – vtmarkets.com<\/p>\n","protected":false},"author":103,"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-41282","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\/41282","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\/103"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=41282"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41282\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41282"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41282"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41282"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}