{"id":44843,"date":"2026-04-16T20:20:28","date_gmt":"2026-04-16T20:20:28","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%af%b8%ea%b5%ad-eia-%ec%b2%9c%ec%97%b0%ea%b0%80%ec%8a%a4-%ec%9e%ac%ea%b3%a0-59bcf-%ec%a6%9d%ea%b0%804%ec%9b%94-%ec%a0%84%eb%a7%9d%ec%b9%98-55bcf-%ec%83%81%ed%9a%8c\/"},"modified":"2026-04-16T20:20:28","modified_gmt":"2026-04-16T20:20:28","slug":"%eb%af%b8%ea%b5%ad-eia-%ec%b2%9c%ec%97%b0%ea%b0%80%ec%8a%a4-%ec%9e%ac%ea%b3%a0-59bcf-%ec%a6%9d%ea%b0%804%ec%9b%94-%ec%a0%84%eb%a7%9d%ec%b9%98-55bcf-%ec%83%81%ed%9a%8c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%af%b8%ea%b5%ad-eia-%ec%b2%9c%ec%97%b0%ea%b0%80%ec%8a%a4-%ec%9e%ac%ea%b3%a0-59bcf-%ec%a6%9d%ea%b0%804%ec%9b%94-%ec%a0%84%eb%a7%9d%ec%b9%98-55bcf-%ec%83%81%ed%9a%8c\/","title":{"rendered":"\ubbf8\uad6d EIA \ucc9c\uc5f0\uac00\uc2a4 \uc7ac\uace0 59Bcf \uc99d\uac00\u20264\uc6d4 \uc804\ub9dd\uce58 55Bcf \uc0c1\ud68c"},"content":{"rendered":"<p>\ubbf8\uad6d \uc5d0\ub108\uc9c0\uc815\ubcf4\uccad(EIA) \uc790\ub8cc\uc5d0 \ub530\ub974\uba74 4\uc6d4 10\uc77c\uae4c\uc9c0 \ud55c \uc8fc\uac04 \ucc9c\uc5f0\uac00\uc2a4 \uc7ac\uace0\ub294 590\uc5b5 \uc785\ubc29\ud53c\ud2b8(Bcf) \uc99d\uac00\ud588\ub2e4. \uc774\ub294 \uc2dc\uc7a5 \uc608\uc0c1\uce58(550\uc5b5 \uc785\ubc29\ud53c\ud2b8)\ub97c \uc6c3\ub3cc\uc558\ub2e4.<\/p>\n<p>\uc55e\uc11c 2025\ub144 4\uc6d4 10\uc77c\uc790 EIA \ucc9c\uc5f0\uac00\uc2a4 \uc7ac\uace0 \ubcf4\uace0\uc11c\uc5d0\uc11c\ub3c4 590\uc5b5 \uc785\ubc29\ud53c\ud2b8\uac00 \uc21c\uc99d(\uc8fc\uc785\u00b7injection)\ud55c \uac83\uc73c\ub85c \ubc1c\ud45c\ub410\ub2e4. \uc774\ub294 \uc804\ub9dd\uce58(550\uc5b5 \uc785\ubc29\ud53c\ud2b8)\ubcf4\ub2e4 \ud070 \uc99d\uac00\ud3ed\uc73c\ub85c, \ub2f9\uc2dc \uc8fc\uc785 \uc2dc\uc98c(\ub530\ub73b\ud55c \uacc4\uc808\uc5d0 \ub09c\ubc29 \uc218\uc694\uac00 \uc904\uba70 \uc7ac\uace0\ub97c \ucc44\uc6b0\ub294 \uae30\uac04) \uc9c4\uc785\uc744 \uc55e\ub450\uace0 \uacf5\uae09\uc774 \ub109\ub109\ud558\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub410\ub2e4. \ubc1c\ud45c \uc9c1\ud6c4 \uac00\uaca9\uc5d0\ub294 \ud558\ub77d \uc555\ub825\uc774 \uac00\ud574\uc84c\ub2e4.<\/p>\n<h3>\ud604\uc7ac \uc7ac\uace0 \ucd08\uacfc\uc640 \uac00\uaca9\uc5d0 \ub300\ud55c \uc758\ubbf8<\/h3>\n<p>2026\ub144 4\uc6d4 \ud604\uc7ac \uc2dc\uc7a5\uc744 \ubcf4\uba74, \uc57d\uc138 \ud658\uacbd\uc740 \ube44\uc2b7\ud558\uac70\ub098 \uc624\ud788\ub824 \ub354 \ub69c\ub837\ud558\ub2e4. EIA \uae30\uc900 \uc800\uc7a5\uc2dc\uc124 \ub0b4 \u2018\uc791\ub3d9\uac00\uc2a4(working gas\u00b7\uc2e4\uc81c\ub85c \uc778\ucd9c\ud574 \ud310\ub9e4\ud560 \uc218 \uc788\ub294 \uc7ac\uace0)\u2019\ub294 \uc57d 2,330 Bcf\ub85c, 5\ub144 \ud3c9\uade0\ubcf4\ub2e4 \uc57d 35% \ub192\uc740 \uc218\uc900\uc774\uba70 \uc9c0\ub09c\ud574 \uac19\uc740 \uc2dc\uc810\ubcf4\ub2e4\ub3c4 \ud06c\uac8c \ub9ce\ub2e4. \uc774\ucc98\ub7fc \uc7ac\uace0\uac00 \uacfc\ub3c4\ud558\uac8c \uc313\uc5ec \uc788\uc5b4 \ub2e8\uae30\uc801\uc73c\ub85c \uac00\uaca9\uc740 \ub20c\ub9b4 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n<p>\uacf5\uae09 \uacfc\uc789(\uc218\uc694\ubcf4\ub2e4 \uacf5\uae09\uc774 \ub9ce\uc740 \uc0c1\ud0dc)\uc758 \ud575\uc2ec \uc694\uc778\uc740 \ubbf8\uad6d \ub0b4 \uc0dd\uc0b0\uc774 \uacac\uc870\ud558\ub2e4\ub294 \uc810\uc774\ub2e4. \ud2b9\ud788 \ud37c\ubbf8\uc548(Permian) \ub4f1 \uc6d0\uc720 \uc911\uc2ec \ubd84\uc9c0\uc5d0\uc11c \ud568\uaed8 \ub098\uc624\ub294 \u2018\uc5f0\uacc4\uac00\uc2a4(associated gas\u00b7\uc6d0\uc720 \uc0dd\uc0b0 \uacfc\uc815\uc5d0\uc11c \ub3d9\ubc18 \uc0dd\uc0b0\ub418\ub294 \ucc9c\uc5f0\uac00\uc2a4)\u2019\uac00 \uacf5\uae09\uc744 \ub298\ub9ac\uace0 \uc788\ub2e4. \ubc18\uba74 \ubd04\ucca0 \u2018\ube44\uc218\uae30(shoulder season\u00b7\ub09c\ubc29\u00b7\ub0c9\ubc29 \uc218\uc694\uac00 \ubaa8\ub450 \uc57d\ud55c \uae30\uac04)\u2019\uc5d0\ub294 \uacc4\uc808\uc801\uc73c\ub85c \uc218\uc694\uac00 \uc57d\ud574, \uc0dd\uc0b0 \uc99d\uac00\ubd84\uc744 \ud761\uc218\ud558\uc9c0 \ubabb\ud558\uace0 \uc788\ub2e4. \uc774 \ud750\ub984\uc740 \uadfc\uc6d4 \uc120\ubb3c(front-month futures\u00b7\ub9cc\uae30\uac00 \uac00\uc7a5 \uac00\uae4c\uc6b4 \uc120\ubb3c) \ubc18\ub4f1\uc744 \uc81c\ud55c\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud55c\ub2e4.<\/p>\n<p>\ub530\ub77c\uc11c \ud5a5\ud6c4 \uc218\uc8fc \uc804\ub7b5\uc73c\ub85c\ub294 \ubc15\uc2a4\uad8c \ub4f1\ub77d \ub610\ub294 \ucd94\uac00 \uc57d\uc138\uc5d0 \ub300\ube44\ud558\ub294 \uc811\uadfc\uc774 \ud569\ub9ac\uc801\uc774\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \u2018\uc678\uac00\uaca9(out-of-the-money\u00b7\ud604\uc7ac \uac00\uaca9 \ub300\ube44 \ud589\uc0ac \uac00\uaca9\uc774 \ubd88\ub9ac\ud55c)\u2019 \ucf5c\uc635\uc158\uc744 \ub9e4\ub3c4\ud558\uac70\ub098, \u2018\ubca0\uc5b4 \ucf5c \uc2a4\ud504\ub808\ub4dc(bear call spread\u00b7\ub192\uc740 \ud589\uc0ac\uac00 \ucf5c \ub9e4\ub3c4+\ub354 \ub192\uc740 \ud589\uc0ac\uac00 \ucf5c \ub9e4\uc218\ub85c \uad6c\uc131\ud574 \ud504\ub9ac\ubbf8\uc5c4 \uc218\ucde8\ub97c \ub178\ub9ac\ub294 \uc57d\uc138 \uc804\ub7b5)\u2019\ub97c \ud65c\uc6a9\ud560 \uc218 \uc788\ub2e4. \uc774\ub294 \uc7ac\uace0 \uc218\uc900\uc774 \ub192\uace0 \ubcc0\ub3d9\uc131\uc774 \ub0ae\uc740 \uad6c\uac04\uc5d0\uc11c \uc720\ub9ac\ud55c \ud3b8\uc774\ub2e4.<\/p>\n<p>\ub2e4\ub9cc \uc911\uc7a5\uae30\uc801\uc73c\ub85c\ub294 \uc8fc\uc694 \uac15\uc138 \uc7ac\ub8cc\ub3c4 \uc8fc\uc2dc\ud574\uc57c \ud55c\ub2e4. \ud575\uc2ec\uc740 LNG(\uc561\ud654\ucc9c\uc5f0\uac00\uc2a4\u00b7\uac00\uc2a4\ub97c \uc601\ud558 \uc57d 162\ub3c4\ub85c \ub0c9\uac01\ud574 \uc561\uccb4\ub85c \ub9cc\ub4e0 \ub4a4 \uc120\ubc15\uc73c\ub85c \uc218\ucd9c\ud558\ub294 \ud615\ud0dc) \uc218\ucd9c \uc124\ube44 \ud655\ub300\ub2e4. \uc62c\ud574 \ud6c4\ubc18 \uac00\ub3d9 \uc608\uc815\uc778 \uc2e0\uaddc \ud130\ubbf8\ub110\ub4e4\uc774 \ubcf8\uaca9\uc801\uc73c\ub85c \uc11c\ube44\uc2a4\uc5d0 \ub4e4\uc5b4\uc624\uba74 \uc218\uc694\uac00 \uad6c\uc870\uc801\uc73c\ub85c(\uc9c0\uc18d\uc801\uc73c\ub85c) \ub298\uc5b4 \ud604\uc7ac\uc758 \uacf5\uae09 \uacfc\uc789\uc744 \uc0c1\ub2f9 \ubd80\ubd84 \ud761\uc218\ud560 \uc218 \uc788\ub2e4. 2026\ub144 \ud558\ubc18\uae30 \uc218\uae09 \uade0\ud615\uc740 \uc774\ub4e4 \uc124\ube44\uc758 \uac00\ub3d9 \uc2dc\uc810\uc774 \uad00\uac74\uc774 \ub420 \uc804\ub9dd\uc774\ub2e4.<\/p>\n<h3>\ub450 \uac00\uc9c0 \uc18d\ub3c4\uc758 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n<p>\uc774\ub85c \uc778\ud574 \ub2e8\uae30 \uc57d\uc138 \uc804\ub9dd\uacfc, \uaca8\uc6b8\ubb3c\uc5d0\uc11c\ub294 \uac15\uc138 \uac00\ub2a5\uc131\uc774 \uc5f4\ub9ac\ub294 \uadf8\ub9bc\uc774 \uacf5\uc874\ud55c\ub2e4. \uc774\ub7f0 \uc2dc\uc7a5 \uad6c\uc870\uc5d0\uc11c\ub294 \u2018\uce98\ub9b0\ub354 \uc2a4\ud504\ub808\ub4dc(calendar spread\u00b7\ub9cc\uae30\uac00 \ub2e4\ub978 \uc120\ubb3c \uac04 \uac00\uaca9 \ucc28\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)\u2019\ub97c \ud65c\uc6a9\ud558\uac70\ub098, 2026~2027\ub144 \uaca8\uc6b8 \uad6c\uac04(\uc2a4\ud2b8\ub9bd\u00b7strip: \uc77c\uc815 \uae30\uac04\uc758 \uc5ec\ub7ec \uc6d4\ubb3c \ubb36\uc74c)\uc744 \ub300\uc0c1\uc73c\ub85c \uc7a5\uae30 \ucf5c\uc635\uc158\uc744 \ub9e4\uc218\ud558\ub294 \ubc29\uc548\uc774 \uac70\ub860\ub41c\ub2e4. \uc774\ub294 \ub2f9\uc7a5\uc758 \uc57d\uc138\ub97c \uc778\uc815\ud558\uba74\uc11c\ub3c4, \uc218\ucd9c \uc99d\uac00\uc5d0 \ub530\ub978 \ud5a5\ud6c4 \uac00\uaca9 \ud68c\ubcf5 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>EIA \uc7ac\uace0 590\uc5b5Bcf \uc99d\uac00\ub85c \uc608\uc0c1 \uc0c1\ud68c, \uc791\ub3d9\uac00\uc2a4 2330Bcf \u201835% \ucd08\uacfc\u2019\u2026\uacf5\uae09\uacfc\uc789\u00b7\ube44\uc218\uae30 \uc218\uc694 \ubd80\uc9c4\uc5d0 \uadfc\uc6d4 \uc57d\uc138. \ub2e8\uae30 \uc635\uc158\ub9e4\ub3c4, \ud558\ubc18\uae30 LNG \uc218\ucd9c \ud655\ub300\ub85c \uaca8\uc6b8\ubb3c \uac15\uc138 \ub300\ube44.<\/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-44843","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\/44843","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=44843"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44843\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44843"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44843"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44843"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}