{"id":41849,"date":"2026-03-19T18:43:40","date_gmt":"2026-03-19T18:43:40","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%b9%b4%ed%83%80%eb%a5%b4%ec%97%90%eb%84%88%ec%a7%80-%ec%b5%9c%ea%b3%a0%ea%b2%bd%ec%98%81%ec%9e%90-%ec%8b%9c%ec%84%a4-%ed%94%bc%ed%95%b4-%ed%99%95%ec%9d%b8-lng-%ec%88%98%ec%b6%9c%ec%9d%98\/"},"modified":"2026-03-19T18:43:40","modified_gmt":"2026-03-19T18:43:40","slug":"%ec%b9%b4%ed%83%80%eb%a5%b4%ec%97%90%eb%84%88%ec%a7%80-%ec%b5%9c%ea%b3%a0%ea%b2%bd%ec%98%81%ec%9e%90-%ec%8b%9c%ec%84%a4-%ed%94%bc%ed%95%b4-%ed%99%95%ec%9d%b8-lng-%ec%88%98%ec%b6%9c%ec%9d%98","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%b9%b4%ed%83%80%eb%a5%b4%ec%97%90%eb%84%88%ec%a7%80-%ec%b5%9c%ea%b3%a0%ea%b2%bd%ec%98%81%ec%9e%90-%ec%8b%9c%ec%84%a4-%ed%94%bc%ed%95%b4-%ed%99%95%ec%9d%b8-lng-%ec%88%98%ec%b6%9c%ec%9d%98\/","title":{"rendered":"\uce74\ud0c0\ub974\uc5d0\ub108\uc9c0 \ucd5c\uace0\uacbd\uc601\uc790, \uc2dc\uc124 \ud53c\ud574 \ud655\uc778\u2026 LNG \uc218\ucd9c\uc758 17%\uac00 3~5\ub144\uac04 \uc911\ub2e8\ub418\uba70 \ubd88\uac00\ud56d\ub825(\ud3ec\uc2a4 \ub9c8\uc8fc\ub974) \uc704\ud5d8 \uace0\uc870"},"content":{"rendered":"\ub85c\uc774\ud130(Reuters)\ub294 \uce74\ud0c0\ub974\uc5d0\ub108\uc9c0(QatarEnergy\u00b7\uce74\ud0c0\ub974\uc758 \uad6d\uc601 \uc5d0\ub108\uc9c0 \ud68c\uc0ac)\uc758 \ucd5c\uace0\uacbd\uc601\uc790(CEO\u00b7\ud68c\uc0ac\ub97c \ucd1d\uad04\ud558\ub294 \ub300\ud45c)\uac00 \uc8fc\uc694 \uc2dc\uc124\uc758 \ud53c\ud574\ub97c \ud655\uc778\ud588\ub2e4\uace0 \ubcf4\ub3c4\ud588\ub2e4. \uce74\ud0c0\ub974\uc758 LNG(\uc561\ud654\ucc9c\uc5f0\uac00\uc2a4\u00b7\ucc9c\uc5f0\uac00\uc2a4\ub97c \ub9e4\uc6b0 \ub0ae\uc740 \uc628\ub3c4\ub85c \uc2dd\ud600 \uc561\uccb4\ub85c \ub9cc\ub4e0 \uc5f0\ub8cc) \uc218\ucd9c \ub2a5\ub825\uc758 \uc57d 17%\uac00 \uac00\ub3d9 \uc911\ub2e8 \uc0c1\ud0dc\uc774\uba70, \uc774\ub294 \uc5f0\uac04 \uc57d 1,280\ub9cc \ud1a4\uc5d0 \ud574\ub2f9\ud55c\ub2e4. \ubcf5\uad6c\uc5d0\ub294 3~5\ub144\uc774 \uac78\ub9b4 \uc218 \uc788\ub2e4.\n\n\uc774\ubc88 \uac00\ub3d9 \uc911\ub2e8\uc740 \uc774\ud0c8\ub9ac\uc544, \ubca8\uae30\uc5d0, \ud55c\uad6d, \uc911\uad6d\uc5d0 \ub300\ud55c \uc7a5\uae30 LNG \uacf5\uae09 \uc57d\uc815(\uc7a5\uae30\uac04 \uc815\ud574\uc9c4 \ubb3c\ub7c9\uc744 \uacf5\uae09\ud558\uae30\ub85c \ud55c \uacc4\uc57d)\uc5d0 \uc601\ud5a5\uc744 \uc904 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc774\ub294 \ud3ec\uc2a4 \ub9c8\uc96c\ub974(force majeure\u00b7\uc804\uc7c1\/\uc7ac\ud574 \ub4f1 \ud1b5\uc81c\ud560 \uc218 \uc5c6\ub294 \uc0ac\uc720\ub85c \uacc4\uc57d \uc774\ud589\uc774 \uc5b4\ub824\uc6b8 \ub54c \ucc45\uc784\uc744 \uc77c\ubd80 \uba74\uc81c\ubc1b\ub294 \uc870\ud56d) \uc120\uc5b8\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uace0, \uc77c\ubd80 \uad6c\ub9e4\uc790(\ubc14\uc774\uc5b4\u00b7\uad6c\ub9e4 \uae30\uc5c5)\uac00 \uc2a4\ud31f \uc2dc\uc7a5(\uc989\uc2dc \uc778\ub3c4\ub418\ub294 \ubb3c\ub7c9\uc744 \uadf8\ub54c\uadf8\ub54c \uc0ac\ub294 \uc2dc\uc7a5)\uc73c\ub85c \uc774\ub3d9\ud558\uac8c \ub9cc\ub4e4 \uc218 \uc788\ub2e4.\n\n<h3>\uc2dc\uc7a5 \uc601\ud5a5\uacfc \uac00\uaca9 \ubc18\uc751<\/h3>\n\ub85c\uc774\ud130\ub294 \ucf58\ub374\uc138\uc774\ud2b8(condensate\u00b7\uac00\uc2a4 \uc0dd\uc0b0 \uacfc\uc815\uc5d0\uc11c \ud568\uaed8 \ub098\uc624\ub294 \ucd08\uacbd\uc9c8 \uc561\uccb4 \ud0c4\ud654\uc218\uc18c, \uc27d\uac8c \ub9d0\ud574 \u2018\uac00\ubcbc\uc6b4 \uc11d\uc720\ub958\u2019)\uc640 LPG(\uc561\ud654\uc11d\uc720\uac00\uc2a4\u00b7\ud504\ub85c\ud310\/\ubd80\ud0c4 \uac19\uc740 \uac00\uc2a4 \uc5f0\ub8cc), \uadf8\ub9ac\uace0 \ub2e4\ub978 \ubd80\uc0b0\ubb3c(\uc8fc \uc0dd\uc0b0\ubb3c \uc678\uc5d0 \ud568\uaed8 \ub098\uc624\ub294 \uc81c\ud488) \uc0dd\uc0b0\ub3c4 \uac10\uc18c\ud588\ub2e4\uace0 \uc804\ud588\ub2e4. \ucd94\uc815 \ub9e4\ucd9c \uc190\uc2e4\uc740 \uc5f0\uac04 \uc57d 200\uc5b5 \ub2ec\ub7ec\ub2e4.\n\nLNG \uacf5\uae09\uc5d0 \uad6c\uc870\uc801 \ucda9\uaca9(\uc7a0\uae50\uc774 \uc544\ub2c8\ub77c \uacf5\uae09 \uccb4\uacc4 \uc790\uccb4\ub97c \ud754\ub4dc\ub294 \ubcc0\ud654)\uc774 \ubc1c\uc0dd\ud55c \ub9cc\ud07c, \uac00\uaca9 \uc0c1\uc2b9\uacfc \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \ud754\ub4e4\ub9ac\ub294 \uc815\ub3c4)\uc774 \uc624\ub798 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc720\ub7fd TTF \uc120\ubb3c(TTF futures\u00b7\ub124\ub35c\ub780\ub4dc \uac00\uc2a4 \uac00\uaca9 \uc9c0\ud45c\ub97c \uae30\uc900\uc73c\ub85c \ubbf8\ub798 \uc2dc\uc810\uc5d0 \uc0ac\uace0\ud30c\ub294 \uacc4\uc57d)\uc5d0\uc11c 5\uc6d4 \uc778\ub3c4\ubd84\uc740 \uc774\ubc88 \uc8fc \uc774\ubbf8 35% \uc774\uc0c1 \uae09\ub4f1\ud574 \uba54\uac00\uc640\ud2b8\uc2dc(MWh\u00b7\uc804\ub825\/\uc5d0\ub108\uc9c0\uc758 \uc0ac\uc6a9\ub7c9 \ub2e8\uc704)\ub2f9 \u20ac55\ub97c \ub118\uc5b4\uc130\ub2e4. \uc2dc\uc7a5\uc774 \uce74\ud0c0\ub974\ubc1c \ubb3c\ub7c9(\uce74\uace0\u00b7\uc120\ubc15\uc73c\ub85c \uc6b4\uc1a1\ub418\ub294 LNG \ubb3c\ub7c9)\uc758 \uc7a5\uae30 \uacf5\ubc31\uc744 \ubc18\uc601\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. \uc774\ub294 2025\ub144\uc758 \uc18c\uaddc\ubaa8 \uac00\ub3d9 \uc911\ub2e8 \ub54c\ucc98\ub7fc \uc77c\uc2dc\uc801 \uae09\ub4f1\uc774 \uc544\ub2c8\ub77c\ub294 \uc810\uc744 \uc804\uc81c\ub85c \ub300\uc751\ud574\uc57c \ud55c\ub2e4.\n\n\uac00\uc7a5 \uc9c1\uc811\uc801\uc778 \ub300\uc751\uc740 TTF\uc640 JKM \uc120\ubb3c(JKM futures\u00b7\uc544\uc2dc\uc544 LNG \ud604\ubb3c \uac00\uaca9 \uc9c0\ud45c\ub97c \uae30\uc900\uc73c\ub85c \ud55c \uc120\ubb3c \uacc4\uc57d)\uc5d0\uc11c \ub9e4\uc218 \ud3ec\uc9c0\uc158(\uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uac70\ub798)\uc744 \uad6c\ucd95\ud558\ub294 \uac83\uc774\ub2e4. \ud2b9\ud788 2026~2027\ub144 \uc5ec\ub984\uacfc \ub2e4\uc74c \uaca8\uc6b8 \uad6c\uac04\uc774 \uc911\uc694\ud558\ub2e4. TTF \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(implied volatility\u00b7\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc2dc\uc7a5 \uc608\uc0c1 \ubcc0\ub3d9\uc131\u2019)\uc740 80%\ub97c \ub118\uc73c\uba70 \uac70\uc758 \ub450 \ubc30\ub85c \ub6f0\uc5c8\ub2e4. \uc774\ub294 \uc2dc\uc7a5 \ubd88\ud655\uc2e4\uc131\uc774 \ub9e4\uc6b0 \ud06c\ub2e4\ub294 \ub73b\uc774\uba70, \ucf5c\uc635\uc158(call option\u00b7\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \u2018\uc0b4 \uad8c\ub9ac\u2019) \ub9e4\uc218\ub294 \uc0c1\uc2b9 \uac00\ub2a5\uc131(\uc0c1\ubc29)\uc744 \ub178\ub9ac\uba74\uc11c\ub3c4 \uc190\uc2e4 \ubc94\uc704\ub97c \uc81c\ud55c(\ub9ac\uc2a4\ud06c\ub97c \ubbf8\ub9ac \uc815\ud568)\ud560 \uc218 \uc788\ub294 \uc804\ub7b5\uc774\ub2e4. \ub610\ud55c \uc120\ub3c4\uace1\uc120(forward curve\u00b7\ub9cc\uae30\ubcc4 \uc120\ubb3c \uac00\uaca9\uc758 \ubc30\uc5f4) \uc804\uccb4\uac00 \ud06c\uac8c \uc7ac\ud3c9\uac00\ub418\uace0 \uc788\uc73c\uba70, 2027\ub144\ubb3c \uacc4\uc57d\uc740 2022\ub144 \uc5d0\ub108\uc9c0 \uc704\uae30 \uc774\ud6c4 \ubcf4\uae30 \ud798\ub4e4\uc5c8\ub358 \uc218\uc900\uc758 \ud504\ub9ac\ubbf8\uc5c4(premium\u00b7\ucd94\uac00\ub85c \ubd99\ub294 \ub192\uc740 \uac00\uaca9)\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\ub2e4.\n\n\ub610\ud55c \uc9c0\uc5ed \uac04 \ucc28\uc775\uac70\ub798(geographic arbitrage\u00b7\uc9c0\uc5ed\ubcc4 \uac00\uaca9 \ucc28\uc774\ub97c \uc774\uc6a9\ud574 \uc218\uc775\uc744 \ub178\ub9ac\ub294 \uac70\ub798) \uae30\ud68c\uc5d0\ub3c4 \uc9d1\uc911\ud574\uc57c \ud55c\ub2e4. \uc720\ub7fd\uacfc \uc544\uc2dc\uc544 \uac00\uc2a4 \uac00\uaca9\uc774 \ubbf8\uad6d \ud5e8\ub9ac\ud5c8\ube0c(Henry Hub\u00b7\ubbf8\uad6d \ucc9c\uc5f0\uac00\uc2a4 \ub300\ud45c \uac00\uaca9 \uc9c0\ud45c)\ubcf4\ub2e4 \ub354 \ube44\uc2fc \uc815\ub3c4(\ud504\ub9ac\ubbf8\uc5c4)\uac00 \ube60\ub974\uac8c \ud655\ub300\ub418\uace0 \uc788\ub294\ub370, \uc774\ub294 \ubbf8\uad6d\uc774 \uc774\uc81c \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0\uc11c \ud55c\uacc4 \uacf5\uae09\uc790(marginal supplier\u00b7\uc218\uae09\uc744 \ub9de\ucd94\uae30 \uc704\ud574 \u2018\ucd94\uac00 \ubb3c\ub7c9\u2019\uc744 \ub0b4\ub294 \ub9c8\uc9c0\ub9c9 \uacf5\uae09\uc6d0) \uc5ed\ud560\uc744 \ud558\uae30 \ub54c\ubb38\uc774\ub2e4. \ud5e8\ub9ac\ud5c8\ube0c \uc120\ubb3c\uc774 MMBtu(\ubc31\ub9cc BTU\u00b7\uac00\uc2a4 \uc5d0\ub108\uc9c0\ub7c9 \ub2e8\uc704)\ub2f9 $3.50\uc744 \ub118\uc5b4 \uc0c1\uc2b9\ud55c \uc0c1\ud669\uc5d0\uc11c, TTF-\ud5e8\ub9ac\ud5c8\ube0c \uc2a4\ud504\ub808\ub4dc(spread\u00b7\ub450 \uac00\uaca9\uc758 \ucc28\uc774) \ub9e4\uc218\ub294 \uc720\ub7fd\uc758 \uacf5\uae09 \ubd80\uc871\uc774 \uacc4\uc18d\ub420 \uac83\uc5d0 \ubca0\ud305\ud558\ub294 \ub9e4\ub825\uc801\uc778 \uac70\ub798\uac00 \ub420 \uc218 \uc788\ub2e4.\n\n<h3>\uc218\ub144\uac04\uc758 \ucc28\uc9c8\uc5d0 \ub300\ud55c \uc804\ub7b5<\/h3>\n\uc774\ubc88 \uacf5\uae09 \ucc28\uc9c8\uc740 2022\ub144 \ud504\ub9ac\ud3ec\ud2b8 LNG(Freeport LNG\u00b7\ubbf8\uad6d\uc758 LNG \uc218\ucd9c \uc2dc\uc124) \uc0ac\uace0\ucc98\ub7fc 1\ub144 \ubbf8\ub9cc\uc73c\ub85c \ub05d\ub09c \uc0ac\uac74\uacfc \ub2ec\ub9ac, \uc218\ub144\uc5d0 \uac78\uce5c \uc0ac\uac74\uc774\ub2e4. \ub530\ub77c\uc11c \uadfc\uc6d4\ubb3c(\uac00\uc7a5 \uac00\uae4c\uc6b4 \ub9cc\uae30\uc758 \uacc4\uc57d)\ub9cc \ubcf4\uc9c0 \ub9d0\uace0, 3~5\ub144 \uae30\uac04\uc758 \uc601\ud5a5\uc744 \ubc18\uc601\ud560 \uc218 \uc788\ub3c4\ub85d \ub354 \uba3c \ub9cc\uae30\uc758 \uacc4\uc57d\uae4c\uc9c0 \uace0\ub824\ud574\uc57c \ud55c\ub2e4. \uc2dc\uc7a5\uc740 \uc774 \uc190\uc2e4 \ubb3c\ub7c9\uc774 \uc0c8 \ud504\ub85c\uc81d\ud2b8\uc758 \uac00\ub3d9\uc73c\ub85c \uc27d\uac8c \ub300\uccb4\ub418\uc9c0 \uc54a\uc744 \uc704\ud5d8\uc744 \uc774\uc81c \ub9c9 \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uae30 \uc2dc\uc791\ud588\ub2e4.\n\n<b><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124<\/a>\u00a0\ud558\uace0\u00a0<a href=\"https:\/\/myaccount.vtmarkets.com\/login\">\uc9c0\uae08 \uac70\ub798\ub97c \uc2dc\uc791<\/a>\u00a0\ud558\uc138\uc694. <\/b>\n\n<!-- wp:paragraph-->\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\uce74\ud0c0\ub974 LNG 17% \uc911\ub2e8 \ucda9\uaca9! \ud575\uc2ec \uc2dc\uc124 \uc190\uc0c1\uc73c\ub85c 1,280\ub9cct\/\ub144 \uacf5\uae09\uc774 3~5\ub144 \ucc28\uc9c8, \uc720\ub7fd\u00b7\uc544\uc2dc\uc544 \uc7a5\uae30\uacc4\uc57d \ud754\ub4e4\ub9ac\uba70 TTF \uae09\ub4f1\u00b7\ubcc0\ub3d9\uc131 \ud655\ub300, \uc2a4\ud31f \uc758\uc874 \uc2ec\ud654. &#8211; 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-41849","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\/41849","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=41849"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41849\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41849"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41849"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41849"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}