{"id":45247,"date":"2026-04-22T12:24:13","date_gmt":"2026-04-22T12:24:13","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac-%ec%a0%84%eb%9e%b5%ea%b0%80-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%95%b4%ed%98%91-%eb%b4%89%ec%87%84-%ec%9e%a5%ea%b8%b0%ed%99%94-%ea%b0%80%eb%8a%a5\/"},"modified":"2026-04-22T12:24:13","modified_gmt":"2026-04-22T12:24:13","slug":"%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac-%ec%a0%84%eb%9e%b5%ea%b0%80-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%95%b4%ed%98%91-%eb%b4%89%ec%87%84-%ec%9e%a5%ea%b8%b0%ed%99%94-%ea%b0%80%eb%8a%a5","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%9d%bc%eb%b3%b4%eb%b1%85%ed%81%ac-%ec%a0%84%eb%9e%b5%ea%b0%80-%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%95%b4%ed%98%91-%eb%b4%89%ec%87%84-%ec%9e%a5%ea%b8%b0%ed%99%94-%ea%b0%80%eb%8a%a5\/","title":{"rendered":"\ub77c\ubcf4\ubc45\ud06c \uc804\ub7b5\uac00 \u201c\ud638\ub974\ubb34\uc988 \ud574\ud611 \ubd09\uc1c4 \uc7a5\uae30\ud654 \uac00\ub2a5\u2026\uc6d0\uc720 \uacf5\uae09 \ucc28\uc9c8\ub85c \uc544\uc2dc\uc544 \ud604\ubb3c\uac00 \uc0c1\uc2b9\u201d"},"content":{"rendered":"

\ub77c\ubcf4\ubc45\ud06c(Rabobank) \uc804\ub7b5\uac00 \ub9c8\uc774\ud074 \uc5d0\ube0c\ub9ac(Michael Every)\ub294 \uc774\ub780 \uad00\ub828 \ubd84\uc7c1\uc5d0 \ub300\ud55c \uc790\uc0ac \uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624\ub97c \u2018\ud638\ub974\ubb34\uc988 \ud574\ud611(Strait of Hormuz) \uc7a5\uae30 \ubd09\uc1c4\u2019\ub85c \ubcc0\uacbd\ud588\ub2e4. \uc774 \uc2dc\ub098\ub9ac\uc624\ub294 \ubd09\uc1c4\uac00 2~4\uc8fc \uc9c0\uc18d\ub418\uace0, \uadf8 \uae30\uac04 \uc6d0\uc720 \ud750\ub984 \uad50\ub780\uc774 \uc774\uc5b4\uc9c0\uba74\uc11c \uc544\uc2dc\uc544\uc758 \ud604\ubb3c(\uc2e4\ubb3c \uc778\ub3c4) \uc6d0\uc720 \uac00\uaca9\uc774 \uc0c1\uc2b9\ud558\ub294 \uc0c1\ud669\uc744 \uc804\uc81c\ub85c \ud55c\ub2e4.<\/p>\n

\ud574\ub2f9 \ub178\ud2b8\ub294 \uae34\uc7a5\uc744 \ub05d\ub0b4\ub824\ub294 \uc2dc\ub3c4\uac00 \uc624\ud788\ub824 \ucd94\uac00 \ud655\uc804\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc704\ud5d8\uc774 \ud06c\ub2e4\uace0 \uc9c4\ub2e8\ud588\ub2e4. \uc774 \uacbd\uc6b0 \ubd09\uc1c4 \uae30\uac04 \ub3d9\uc548 \uc5d0\ub108\uc9c0 \uacf5\uae09\uc774 \ub354 \ud6fc\uc190\ub420 \uc218 \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n

\ud655\uc804\uacfc \uacf5\uae09 \ucda9\uaca9<\/h3>\n

\ubcf4\uace0\uc11c\ub294 \ubbf8\uad6d\uc758 \uc774\ub780 \uacbd\uc81c \ubd09\uc1c4(\ubb34\uc5ed\u00b7\uae08\uc735 \uac70\ub798\ub97c \uc81c\ud55c\ud574 \uacbd\uc81c \ud65c\ub3d9\uc744 \uc555\ubc15\ud558\ub294 \uc870\uce58)\uc640, \uc774\uc5d0 \ub9de\uc120 \uc774\ub780\uc758 \ud638\ub974\ubb34\uc988 \ud574\ud611 \ubd09\uc1c4\ub97c \uc5b8\uae09\ud588\ub2e4. \ub610\ud55c \ubbf8\uad6d\uc740 \ud574\uc0c1\uc5d0\uc11c \u2018\uacbd\uc81c\uc801 \ubd84\ub178(Operation \u2018Economic Fury\u2019)\u2019\ub97c \uac15\ud654\ud558\uace0 \uc81c\uc7ac(\ud2b9\uc815 \uad6d\uac00\u00b7\uae30\uc5c5\uacfc\uc758 \uac70\ub798\ub97c \uc81c\ud55c\ud558\ub294 \uc815\ucc45)\ub97c \ud655\ub300\ud560 \uacc4\ud68d\uc778 \ubc18\uba74, \uc774\ub780\uc740 \ubd09\uc1c4\uac00 \uacc4\uc18d\ub418\uba74 \uc774\ub97c \ubb34\ub825\uc73c\ub85c \ub3cc\ud30c\ud558\uaca0\ub2e4\ub294 \uc785\uc7a5\uc774\ub77c\uace0 \uc804\ud588\ub2e4.<\/p>\n

\ub77c\ubcf4\ubc45\ud06c\ub294 \ubbf8\uad6d\uc758 \ud734\uc804 \uc5f0\uc7a5 \uc774\ud6c4 \ud654\uba74\uc0c1 \uad6d\uc81c\uc720\uac00(\uac70\ub798\uc18c\uc5d0\uc11c \ud45c\uc2dc\ub418\ub294 \uc120\ubb3c \uac00\uaca9)\uac00 \uc18c\ud3ed\ub9cc \ud558\ub77d\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. \ud638\ub974\ubb34\uc988 \ud574\ud611\uc774 \uc7ac\uac1c\ub418\uc9c0 \uc54a\ub294 \ud55c \uc544\uc2dc\uc544\uc758 \ud604\ubb3c \uc6d0\uc720 \ubc0f \uc11d\uc720\uc81c\ud488 \uac00\uaca9(\uc815\uc720 \uc81c\ud488 \ub4f1)\uc774 \uacc4\uc18d \uc624\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ud588\ub2e4.<\/p>\n

\ubd84\uc11d\uc740 \uc774\ubc88 \uc9c0\uc815\ud559\uc801 \ubcc0\ud654 \uac00\ub2a5\uc131\uc744 1956\ub144 \uc218\uc5d0\uc988 \uc704\uae30(Suez Crisis\u00b7\uc8fc\uc694 \ud574\uc0c1 \ud1b5\ub85c\uac00 \ub9c9\ud788\uba70 \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 \uae09\ub4f1\ud588\ub358 \uc0ac\uac74)\uc640 \ube44\uad50\ud588\ub2e4. \uacb0\uacfc \uc2dc\ub098\ub9ac\uc624\uc5d0 \ub530\ub77c \uc5d0\ub108\uc9c0 \uac00\uaca9\uacfc \ub354 \ub113\uc740 \uc790\uc0b0\uc2dc\uc7a5(\uc8fc\uc2dd\u00b7\ucc44\uad8c\u00b7\uc6d0\uc790\uc7ac \ub4f1)\uc774 \uc11c\ub85c \ub2e4\ub978 \ubc29\uc2dd\uc73c\ub85c \uc601\ud5a5\uc744 \ubc1b\uc744 \uc218 \uc788\ub2e4\uace0 \ud588\ub2e4.<\/p>\n

\uc0c8 \uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624\ub294 \ud638\ub974\ubb34\uc988 \ud574\ud611\uc774 2~4\uc8fc \ubd09\uc1c4\ub418\ub294 \uac83\uc73c\ub85c, \uc774\ub294 \uc138\uacc4 \uc6d0\uc720\uc758 \uc0c1\ub2f9 \ubd80\ubd84 \ud750\ub984\uc744 \ubc29\ud574\ud560 \uac83\uc774\ub2e4. \ud558\ub8e8 2,000\ub9cc \ubc30\ub7f4 \uc774\uc0c1\uc774 \uc774 \u2018\ucd08\ud06c\ud3ec\uc778\ud2b8(choke point\u00b7\ub300\uccb4\uac00 \uc5b4\ub824\uc6b4 \uc881\uc740 \ubcd1\ubaa9 \uad6c\uac04)\u2019\ub97c \ud1b5\uacfc\ud558\uba70, \uc774\ub294 \uc804 \uc138\uacc4 \uc77c\uc77c \uacf5\uae09\uc758 \uc57d 20%\ub2e4. \ubd09\uc1c4\uac00 \uae38\uc5b4\uc9c8\uc218\ub85d \uc6d0\uc720 \uac00\uaca9\uc740 \uc9c1\uc811\uc801\uc73c\ub85c \uc0c1\uc2b9 \uc555\ub825\uc744 \ubc1b\uac8c \ub41c\ub2e4. \uacf5\uae09 \ucc28\uc9c8\uc774 \uc774\uc5b4\uc9c0\ub294 \uad6d\uba74\uc5d0 \ub300\ube44\ud574 \ud3ec\uc9c0\uc158(\ud22c\uc790\uc790\uac00 \ubcf4\uc720\ud55c \ub9e4\uc218\u00b7\ub9e4\ub3c4 \uc0c1\ud0dc)\uc744 \uad6c\uc131\ud574\uc57c \ud55c\ub2e4.<\/p>\n

\uac70\ub798\uc640 \ub9ac\uc2a4\ud06c \ud3ec\uc9c0\uc154\ub2dd<\/h3>\n

\uc774\ub294 \ub9ac\uc2a4\ud06c\uc758 \u2018\uc7ac\ud3c9\uac00(repricing\u00b7\uc790\uc0b0 \uac00\uaca9\uc774 \uc0c8\ub85c\uc6b4 \uc704\ud5d8 \uc218\uc900\uc744 \ubc18\uc601\ud558\ub3c4\ub85d \ub2e4\uc2dc \uc870\uc815\ub418\ub294 \uacfc\uc815)\u2019\uac00 \ud06c\uac8c \ubc1c\uc0dd\ud560 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud558\uba70, \uc635\uc158 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9\uc5d0 \ud3ec\ud568\ub41c \ube44\uc6a9)\uc774 \uc800\ud3c9\uac00\ub410\uc744 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. WTI(\ubbf8\uad6d\uc0b0 \uae30\uc900 \uc720\uc885)\ubcf4\ub2e4 \uc911\ub3d9 \uacf5\uae09 \ud56d\ub85c\uc5d0 \ub354 \uc9c1\uc811 \ub178\ucd9c\ub41c \ube0c\ub80c\ud2b8\uc720(Brent\u00b7\ubd81\ud574\uc0b0 \uae30\uc900 \uc720\uc885)\ub97c \ub300\uc0c1\uc73c\ub85c \ucf5c\uc635\uc158(\uac00\uaca9 \uc0c1\uc2b9 \uc2dc \uc774\uc775\uc774 \ub098\ub294 \uc635\uc158) \ub610\ub294 \ucf5c \uc2a4\ud504\ub808\ub4dc(\uc11c\ub85c \ub2e4\ub978 \ud589\uc0ac\uac00\uc758 \ucf5c\uc635\uc158\uc744 \ud568\uaed8 \ub9e4\uc218\u00b7\ub9e4\ub3c4\ud574 \ube44\uc6a9\uacfc \uc704\ud5d8\uc744 \uc870\uc808\ud558\ub294 \uc804\ub7b5) \ub9e4\uc218\ub97c \uac80\ud1a0\ud574\uc57c \ud55c\ub2e4\ub294 \ud310\ub2e8\uc774\ub2e4. CBOE \uc6d0\uc720 \ubcc0\ub3d9\uc131 \uc9c0\uc218(OVX\u00b7\uc6d0\uc720 \uc635\uc158 \uac00\uaca9\uc5d0\uc11c \uacc4\uc0b0\ud55c \u2018\uc2dc\uc7a5 \uc608\uc0c1 \ubcc0\ub3d9\uc131\u2019 \uc9c0\ud45c)\ub294 \uc774\ubbf8 50\uc744 \uc6c3\ub3cc\uc558\uace0, \uad70\uc0ac\uc801 \ud655\uc804 \uc704\ud5d8\uc774 \ub192\uc740 \ub9cc\ud07c \ucd94\uac00 \uc0c1\uc2b9\uc744 \uc608\uc0c1\ud588\ub2e4.<\/p>\n

\uc6d0\uc720 \uc120\ubb3c\uc758 \ud654\uba74 \uac00\uaca9\uc774 \ud604\ubb3c\uc2dc\uc7a5\uc758 \uc2ec\uac01\uc131\uc744 \ubc18\uc601\ud558\uc9c0 \ubabb\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc5d0\ub3c4 \uc720\uc758\ud574\uc57c \ud55c\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544\uc5d0\uc11c \ud604\ubb3c \ubc30\ub7f4\uc758 \ud504\ub9ac\ubbf8\uc5c4(\ud604\ubb3c \uac00\uaca9\uc774 \ud2b9\uc815 \uae30\uc900 \uac00\uaca9\ubcf4\ub2e4 \ub354 \ube44\uc2fc \uc815\ub3c4)\uc774 \ud655\ub300\ub418\uace0 \uc788\ub294\ub370, \uc774\ub294 \ub2f9\uc7a5 \uc778\ub3c4 \uac00\ub2a5\ud55c \ubb3c\ub7c9\uc774 \uc120\ubb3c\uac00\uaca9\uc774 \uc2dc\uc0ac\ud558\ub294 \uac83\ubcf4\ub2e4 \ud6e8\uc52c \ube60\ub4ef\ud558\ub2e4\ub294 \uc2e0\ud638\ub2e4. \uc774\ub7f0 \uad34\ub9ac\ub294 \ud604\ubb3c-\uc120\ubb3c \uc2a4\ud504\ub808\ub4dc(\ud604\ubb3c\uac00\uaca9\uacfc \uc120\ubb3c\uac00\uaca9\uc758 \ucc28\uc774)\ub97c \uac70\ub798\ud558\ub294 \ud22c\uc790\uc790\uc5d0\uac8c \uae30\ud68c\uac00 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

\ubd09\uc1c4\ub97c \uae68\uae30 \uc704\ud55c \uad70\uc0ac\uc801 \ud655\uc804 \uc704\ud5d8\uc774 \ub9e4\uc6b0 \ub192\uc544 \uac70\ub798 \ud658\uacbd\uc774 \ubd88\uc548\uc815\ud558\ub2e4\uace0 \ubd24\ub2e4. \ud574\uad70\uc758 \uc9c1\uc811 \ucda9\ub3cc\uc744 \uc2dc\uc0ac\ud558\ub294 \ud5e4\ub4dc\ub77c\uc778\ub9cc\uc73c\ub85c\ub3c4 \uc6d0\uc720\uc640 \ub2e4\ub978 \uc790\uc0b0 \uac00\uaca9\uc774 \uae09\uaca9\ud788 \ucd9c\ub801\uc77c \uc218 \uc788\ub2e4. \uba85\ud655\ud55c \uae34\uc7a5 \uc644\ud654 \uacbd\ub85c\uac00 \ub098\uc624\uae30 \uc804\uae4c\uc9c0 \ubcc0\ub3d9\uc131 \uc20f(\uac00\uaca9 \ubcc0\ub3d9\uc774 \uc904\uc5b4\ub4e4 \uac83\uc5d0 \ubca0\ud305\ud558\ub294 \ud3ec\uc9c0\uc158)\uc740 \uc704\ud5d8\uc774 \ud06c\ub2e4\ub294 \ud3c9\uac00\ub2e4.<\/p>\n

2025\ub144 \ub9d0\uc758 \uacbd\ubbf8\ud55c \ud574\uc6b4 \ucc28\uc9c8\ub9cc\uc73c\ub85c\ub3c4 \uba70\uce60 \uc0ac\uc774 5~7%\uc758 \uc77c\uc2dc\uc801 \uac00\uaca9 \uae09\ub4f1\uc774 \ub098\ud0c0\ub0ac\ub2e4\uace0 \uc9c0\uc801\ud588\ub2e4. \uc774\ubc88 \uc2dc\ub098\ub9ac\uc624\ub294 \ud6e8\uc52c \ub354 \uc2ec\uac01\ud558\uace0 \uc7a5\uae30\ud654\ub420 \uc218 \uc788\uc5b4, \uc2dc\uc7a5 \ubc18\uc751\ub3c4 \ub354 \ud06c\uace0 \uc624\ub798 \uc9c0\uc18d\ub420 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. \ub2e8\uae30 \uc774\uc288\ub85c \uce58\ubd80\ud574\uc120 \uc548 \ub41c\ub2e4\ub294 \uc758\ubbf8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u2018\ud638\ub974\ubb34\uc988 2~4\uc8fc \ubd09\uc1c4\u2019\uac00 \ub77c\ubcf4\ubc45\ud06c \uc0c8 \uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624\ub85c \ubd80\uc0c1. \uc544\uc2dc\uc544 \ud604\ubb3c\uc720 \uae09\ub4f1\u00b7\uacf5\uae09\ucda9\uaca9\u00b7\uc218\uc5d0\uc988\uae09 \ubcc0\ub3d9\uc131 \uacbd\uace0. \ube0c\ub80c\ud2b8 \ucf5c\u00b7\uc2a4\ud504\ub808\ub4dc, OVX \ucd94\uac00 \uc0c1\uc2b9 \ub300\ube44. \ubcc0\ub3d9\uc131 \uc20f\uc740 \uc704\ud5d8.<\/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-45247","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\/45247","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=45247"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45247\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45247"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45247"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}