{"id":41870,"date":"2026-03-19T21:41:52","date_gmt":"2026-03-19T21:41:52","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/eia-3%ec%9b%94-13%ec%9d%bc-%ea%b8%b0%ec%a4%80-%eb%af%b8%ea%b5%ad-%ec%b2%9c%ec%97%b0%ea%b0%80%ec%8a%a4-%ec%9e%ac%ea%b3%a0-350%ec%96%b5-%ec%9e%85%eb%b0%a9%ed%94%bc%ed%8a%b8-%ec%a6%9d%ea%b0%80\/"},"modified":"2026-03-19T21:41:52","modified_gmt":"2026-03-19T21:41:52","slug":"eia-3%ec%9b%94-13%ec%9d%bc-%ea%b8%b0%ec%a4%80-%eb%af%b8%ea%b5%ad-%ec%b2%9c%ec%97%b0%ea%b0%80%ec%8a%a4-%ec%9e%ac%ea%b3%a0-350%ec%96%b5-%ec%9e%85%eb%b0%a9%ed%94%bc%ed%8a%b8-%ec%a6%9d%ea%b0%80","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/eia-3%ec%9b%94-13%ec%9d%bc-%ea%b8%b0%ec%a4%80-%eb%af%b8%ea%b5%ad-%ec%b2%9c%ec%97%b0%ea%b0%80%ec%8a%a4-%ec%9e%ac%ea%b3%a0-350%ec%96%b5-%ec%9e%85%eb%b0%a9%ed%94%bc%ed%8a%b8-%ec%a6%9d%ea%b0%80\/","title":{"rendered":"EIA: 3\uc6d4 13\uc77c \uae30\uc900 \ubbf8\uad6d \ucc9c\uc5f0\uac00\uc2a4 \uc7ac\uace0 350\uc5b5 \uc785\ubc29\ud53c\ud2b8 \uc99d\uac00\u2026\uc608\uc0c1\uce58 390\uc5b5 \uc785\ubc29\ud53c\ud2b8 \ud558\ud68c"},"content":{"rendered":"\ubbf8\uad6d \uc5d0\ub108\uc9c0\uc815\ubcf4\uccad(EIA)\uc774 3\uc6d4 13\uc77c \ubc1c\ud45c\ud55c \uc790\ub8cc\uc5d0 \ub530\ub974\uba74 \ucc9c\uc5f0\uac00\uc2a4 \uc800\uc7a5\ub7c9 \ubcc0\ud654\ub294 350\uc5b5 \uc785\ubc29\ud53c\ud2b8(Bcf)\uc600\ub2e4. \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub294 390\uc5b5 \uc785\ubc29\ud53c\ud2b8\uc600\ub2e4.\n\n\ubc1c\ud45c\uce58\uac00 \uc608\uc0c1\uce58\ubcf4\ub2e4 40\uc5b5 \uc785\ubc29\ud53c\ud2b8 \ub0ae\uc558\ub2e4. \uc2e4\uc81c 350\uc5b5 \uc785\ubc29\ud53c\ud2b8, \uc608\uc0c1 390\uc5b5 \uc785\ubc29\ud53c\ud2b8\ub2e4.\n\n2025\ub144 3\uc6d4 13\uc77c \ubcf4\uace0\uc11c\ub97c \ubcf4\uba74, \ucc9c\uc5f0\uac00\uc2a4 \uc800\uc7a5\ub7c9 \uc778\ucd9c(withdrawal\u00b7\uaca8\uc6b8\ucca0 \ub09c\ubc29 \uc218\uc694 \ub4f1\uc73c\ub85c \uc800\uc7a5\uace0\uc5d0\uc11c \uac00\uc2a4\ub97c \uaebc\ub0b4 \uc4f0\ub294 \uac83)\uc774 \uc608\uc0c1\ubcf4\ub2e4 \uc791\uac8c \ub098\uc654\ub2e4. \uc774\ub294 \uc218\uc694\uac00 \uae30\ub300\ubcf4\ub2e4 \uc57d\ud558\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub418\ub294 \uc57d\uc138(bearish) \uc694\uc778\uc774\uba70, \uac00\uaca9\uc744 \uc7a0\uc2dc \ub04c\uc5b4\ub0b4\ub838\ub2e4. \ub2e4\ub9cc \uc2dc\uc7a5\uc740 \uace7 \ubc18\ub4f1\ud588\ub294\ub370, \uc5ec\ub984\ucca0 \uc8fc\uc785(injection season\u00b7\uc218\uc694\uac00 \uc904\uc5b4 \uc800\uc7a5\uace0\uc5d0 \uac00\uc2a4\ub97c \ub2e4\uc2dc \ucc44\uc6cc \ub123\ub294 \uae30\uac04)\uc774 \ub2e4\uac00\uc628\ub2e4\ub294 \uc810\uc5d0 \uc2dc\uc120\uc774 \uc62e\uaca8\uac14\uae30 \ub54c\ubb38\uc774\ub2e4.\n\n\uc624\ub298(2026\ub144 3\uc6d4 19\uc77c)\ub3c4 \uacf5\uae09\uc774 \ud48d\ubd80\ud55c \ud658\uacbd\uc740 \ube44\uc2b7\ud558\ub2e4. \ud604\uc7ac \uc800\uc7a5\uace0\uc5d0 \ub0a8\uc544 \uc788\ub294 \uc791\uc5c5\uac00\uc2a4(working gas\u00b7\uc2e4\uc81c \uc2dc\uc7a5\uc5d0 \uacf5\uae09 \uac00\ub2a5\ud55c \uc800\uc7a5\uac00\uc2a4) \uaddc\ubaa8\ub294 \uc57d 2,250 Bcf\ub85c, \uacc4\uc808\uc801\uc73c\ub85c \uac19\uc740 \uc2dc\uae30\uc758 5\ub144 \ud3c9\uade0\ubcf4\ub2e4 25% \uc774\uc0c1 \ub9ce\ub2e4. \uc774 \uac19\uc740 \ud070 \ucd08\uacfc \ubb3c\ub7c9\uc774 \uadfc\uc6d4\ubb3c(\uac00\uc7a5 \uac00\uae4c\uc6b4 \ub9cc\uae30\uc758 \uc120\ubb3c) \uac00\uaca9\uc774 3.15\ub2ec\ub7ec\/MMBtu(\ubbf8\uad6d \uc5f4\ub7c9 \ub2e8\uc704 \uae30\uc900 \uac00\uaca9) \uc704\uc5d0\uc11c \ubc84\ud2f0\uae30 \uc5b4\ub824\uc6b4 \uc8fc\ub41c \uc774\uc720\ub2e4.\n\n\uad00\uc804 \ud3ec\uc778\ud2b8\ub294 \uc0dd\uc0b0 \uae09\uc99d\uacfc \uc218\ucd9c \uc218\uc694\uc758 \ud798\uaca8\ub8e8\uae30\ub2e4. \ubbf8\uad6d \ub4dc\ub77c\uc774\uac00\uc2a4 \uc0dd\uc0b0(dry gas production\u00b7\uc561\uccb4 \uc131\ubd84\uc744 \ube80 \ucc9c\uc5f0\uac00\uc2a4 \uc0dd\uc0b0\ub7c9)\uc740 \ud558\ub8e8 \uc57d 105 Bcf \uc218\uc900\uc5d0 \uba38\ubb3c\ub7ec \uc788\ub2e4. \ubc18\uba74 LNG \ud53c\ub4dc\uac00\uc2a4 \uc218\uc694(LNG feedgas demand\u00b7\uc561\ud654\ucc9c\uc5f0\uac00\uc2a4 \uc218\ucd9c\uc744 \uc704\ud574 \uc561\ud654\uc2dc\uc124\ub85c \ubcf4\ub0b4\ub294 \uac00\uc2a4 \uc218\uc694)\uac00 \ud558\ub8e8 14 Bcf \uc774\uc0c1\uc744 \uafb8\uc900\ud788 \ud761\uc218\ud574 \uac00\uaca9 \ud558\ub2e8\uc744 \uc9c0\uc9c0\ud55c\ub2e4. \uc774\ub7f0 \uc904\ub2e4\ub9ac\uae30 \ub54c\ubb38\uc5d0 \ubcc0\ub3d9\uc131(volatility\u00b7\uac00\uaca9\uc774 \ud06c\uac8c \uc624\ub974\ub0b4\ub9ac\ub294 \uc815\ub3c4)\uc774 \uc81c\ud55c\ub418\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc635\uc158 \uac70\ub798\uc790\uc5d0\uac8c \ud575\uc2ec \ubcc0\uc218\ub2e4.\n\n\uc7ac\uace0\uac00 \uc0c1\ub2e8\uc744 \ub204\ub974\uace0 LNG \uc218\uc694\uac00 \ud558\ub2e8\uc744 \ubc1b\uce58\ub294 \ub9cc\ud07c, \uc2dc\uc7a5\uc740 \ubc15\uc2a4\uad8c(range-bound\u00b7\ub69c\ub837\ud55c \ucd94\uc138 \uc5c6\uc774 \uc77c\uc815 \ubc94\uc704\uc5d0\uc11c \uc6c0\uc9c1\uc774\ub294 \uc0c1\ud0dc)\uc73c\ub85c \ubcf4\uc778\ub2e4. \ud2b8\ub808\uc774\ub354\ub294 5\uc6d4\ubb3c\uacfc 6\uc6d4\ubb3c\uc5d0\uc11c \ud504\ub9ac\ubbf8\uc5c4 \ub9e4\ub3c4(\uc635\uc158\uc744 \ud314\uc544 \uc635\uc158\ub8cc\ub97c \ubc1b\ub294 \uac70\ub798)\ub97c \uac80\ud1a0\ud560 \ub9cc\ud558\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uc20f \uc2a4\ud2b8\ub7ad\uae00(short strangle\u00b7\ud589\uc0ac\uac00\uac00 \ub2e4\ub978 \ucf5c\u00b7\ud48b\uc744 \ub458 \ub2e4 \ub9e4\ub3c4\ud558\ub294 \uc804\ub7b5)\uc774\ub098 \uc544\uc774\uc5b8 \ucf58\ub3c4\ub974(iron condor\u00b7\uc704\uc544\ub798\ub85c \uc81c\ud55c\ub41c \ubc94\uc704\uc5d0\uc11c \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 \uc2a4\ud504\ub808\ub4dc \uc870\ud569)\ub97c \ud65c\uc6a9\ud560 \uc218 \uc788\ub2e4. 2.80\ub2ec\ub7ec \uc9c0\uc9c0\uc120 \uc544\ub798\uc758 \uc678\uac00\uaca9 \ud48b(out-of-the-money put\u00b7\ud604\uc7ac \uac00\uaca9\ubcf4\ub2e4 \ub0ae\uc740 \ud589\uc0ac\uac00\uc758 \ud48b)\uacfc 3.50\ub2ec\ub7ec \uc800\ud56d\uc120 \uc704\uc758 \uc678\uac00\uaca9 \ucf5c(out-of-the-money call\u00b7\ud604\uc7ac \uac00\uaca9\ubcf4\ub2e4 \ub192\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c)\uc744 \ub9e4\ub3c4\ud558\uba74, \ud5a5\ud6c4 \uba87 \uc8fc\uac04 \ud070 \ubc29\ud5a5\uc131\uc774 \ub098\uc624\uc9c0 \uc54a\uc744 \uac00\ub2a5\uc131\uc5d0\uc11c \uc218\uc775 \uae30\ud68c\ub97c \ub178\ub9b4 \uc218 \uc788\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>\u201c\uc7ac\uace0 \ud3ed\ud0c4 vs LNG \ubc84\ud300\ubaa9\u201d\u2026EIA \uac00\uc2a4 \uc778\ucd9c 350Bcf\ub85c \uc608\uc0c1\uce58 \ud558\ud68c, \uc57d\uc138 \uc2e0\ud638. \uc7ac\uace0 2,250Bcf(5\ub144\ud3c9\uade0+25%)\uc5d0 3.15\ub2ec\ub7ec \uc0c1\ub2e8 \uc555\ubc15, \ubc15\uc2a4\uad8c \uc18d \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4 \ub9e4\ub3c4 \uc720\ud6a8.<\/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-41870","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\/41870","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=41870"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41870\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41870"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41870"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41870"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}