{"id":45461,"date":"2026-04-24T14:51:56","date_gmt":"2026-04-24T14:51:56","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/bny%ec%9d%98-%eb%b0%a5-%ec%83%88%eb%b9%84%ec%a7%80-%ec%9d%b4%eb%9e%80-%eb%b6%84%ec%9f%81%ec%9c%bc%eb%a1%9c-%eb%b8%8c%eb%a0%8c%ed%8a%b8%ec%9c%a0-%ec%83%81%ec%8a%b9iea\/"},"modified":"2026-04-24T14:51:56","modified_gmt":"2026-04-24T14:51:56","slug":"bny%ec%9d%98-%eb%b0%a5-%ec%83%88%eb%b9%84%ec%a7%80-%ec%9d%b4%eb%9e%80-%eb%b6%84%ec%9f%81%ec%9c%bc%eb%a1%9c-%eb%b8%8c%eb%a0%8c%ed%8a%b8%ec%9c%a0-%ec%83%81%ec%8a%b9iea","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/bny%ec%9d%98-%eb%b0%a5-%ec%83%88%eb%b9%84%ec%a7%80-%ec%9d%b4%eb%9e%80-%eb%b6%84%ec%9f%81%ec%9c%bc%eb%a1%9c-%eb%b8%8c%eb%a0%8c%ed%8a%b8%ec%9c%a0-%ec%83%81%ec%8a%b9iea\/","title":{"rendered":"BNY\uc758 \ubc25 \uc0c8\ube44\uc9c0 \u201c\uc774\ub780 \ubd84\uc7c1\uc73c\ub85c \ube0c\ub80c\ud2b8\uc720 \uc0c1\uc2b9\u201d\u2026IEA \u201c\uae00\ub85c\ubc8c \uac00\uc2a4 \uc2dc\uc7a5 \ud0c0\uc774\ud2b8\ud55c \uc218\uae09 2\ub144 \uc9c0\uc18d\u201d"},"content":{"rendered":"

\uc720\uac00\uac00 \uc0c1\uc2b9\ud588\ub2e4. \uc774\ub780 \uc804\uc7c1\uc73c\ub85c \uc5d0\ub108\uc9c0 \uacf5\uae09\uc774 \ud754\ub4e4\ub9ac\uba74\uc11c \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9\uc774 \uc62c\ub790\ub2e4. \uc11d\uc720\u00b7\uac00\uc2a4 \uc2dc\uc7a5\uc740 \ub354 \ub113\uc740 \uae08\uc735\uc2dc\uc7a5 \ubd84\uc704\uae30\ub97c \uac00\ub2a0\ud558\ub294 \uc9c0\ud45c\ub85c \ud65c\uc6a9\ub418\uace0 \uc788\ub2e4.<\/p>\n

\uad6d\uc81c\uc5d0\ub108\uc9c0\uae30\uad6c(IEA)\ub294 \uc804 \uc138\uacc4 \ucc9c\uc5f0\uac00\uc2a4 \uc2dc\uc7a5\uc758 \uc218\uae09\uc774 \ucd5c\uc18c \ud5a5\ud6c4 2\ub144 \ub354 \ube60\ub4ef\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4. \uc804\uc7c1\uc73c\ub85c \uc561\ud654\ucc9c\uc5f0\uac00\uc2a4(LNG\u00b7\ucc9c\uc5f0\uac00\uc2a4\ub97c \uc601\ud558 162\ub3c4 \uc218\uc900\uc73c\ub85c \ub0c9\uac01\ud574 \uc561\uccb4\ub85c \ub9cc\ub4e0 \ub4a4 \uc120\ubc15\uc73c\ub85c \uc6b4\uc1a1\ud558\ub294 \uc5f0\ub8cc) \uc99d\uc124 \uacc4\ud68d\ub3c4 \uc9c0\uc5f0\ub418\uace0 \uc788\ub2e4.<\/p>\n

Supply Disruptions And Market Impact<\/h3>\n

\uc774\ubc88 \ucda9\ub3cc\ub85c \uc804 \uc138\uacc4 \uc11d\uc720\uc640 LNG \uacf5\uae09\uc758 \uc57d 5\ubd84\uc758 1\uc774 \uc0ac\ub77c\uc9c4 \uac83\uc73c\ub85c \ud3c9\uac00\ub41c\ub2e4. \uce74\ud0c0\ub974 \uc2dc\uc124 \ud53c\ud574\ub85c \uc561\ud654(\uac00\uc2a4\ub97c \uc561\uccb4\ub85c \ub9cc\ub4dc\ub294 \uacfc\uc815) \ucc98\ub9ac \ub2a5\ub825\uc774 \uc904\uc5c8\uace0, \ubcf5\uad6c\uc5d0 \uc218\ub144\uc774 \uac78\ub9b4 \uc218 \uc788\uc5b4 \ubbf8\uad6d\uc774 \uc8fc\ub3c4\ud574\uc624\ub358 \uc2e0\uaddc \uacf5\uae09 \uc99d\uac00\ub3c4 \ub2a6\uc5b4\uc9c8 \uc804\ub9dd\uc774\ub2e4.<\/p>\n

IEA\ub294 2026~2030\ub144 \ub204\uc801 \uacf5\uae09 \ubd80\uc871\uc774 \uc57d 1,200\uc5b5 \uc785\ubc29\ubbf8\ud130(\u33a5)\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ud588\ub2e4. \uc774\ub294 \ud574\ub2f9 \uae30\uac04 \ub0b4\ub0b4 \uc218\uae09 \uae34\uc7a5\uc774 \uc774\uc5b4\uc9c8 \uc218 \uc788\uc74c\uc744 \uc758\ubbf8\ud55c\ub2e4.<\/p>\n

\uc8fc\uc694 \uc218\uc785 \uc9c0\uc5ed\uc758 \uac00\uc2a4 \uc218\uc694\ub294 \ub454\ud654\ud588\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544\uc5d0\uc11c \ub450\ub4dc\ub7ec\uc9c4\ub2e4. \uac00\uaca9 \uc0c1\uc2b9\uacfc \uc815\ucc45 \uc870\uce58\ub85c \uc5f0\ub8cc \uc804\ud658(\uac00\uc2a4 \ub300\uc2e0 \uc11d\ud0c4\u00b7\uc11d\uc720 \ub4f1 \ub2e4\ub978 \uc5f0\ub8cc\ub85c \ubc14\uafb8\ub294 \uc6c0\uc9c1\uc784)\uacfc \uc18c\ube44 \uac10\uc18c\uac00 \ub098\ud0c0\ub098\uace0 \uc788\ub2e4.<\/p>\n

\uc11d\uc720\uac00 \uc2dc\uc7a5\uc758 \ud575\uc2ec \ubcc0\uc218\ub85c \ub0a8\uc544 \uc788\uace0, \uc804\uc7c1\uc774 \uc774\uc5b4\uc9c0\uba74\uc11c \uac00\uaca9\uc740 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uace0 \uc788\ub2e4. \ube0c\ub80c\ud2b8\uc720\ub294 \ubc30\ub7f4\ub2f9 115\ub2ec\ub7ec \uc704\uc5d0\uc11c \ubc84\ud2f0\uace0 \uc788\ub294\ub370, \uc774\ub294 2022\ub144 \uac00\uaca9 \ucda9\uaca9 \uc774\ud6c4 \uc774\ub807\uac8c \uc624\ub798 \uc720\uc9c0\ub41c \uc801\uc774 \ub4dc\ubb38 \uc218\uc900\uc774\ub2e4. \ucd94\uac00 \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc740 \uac00\uc838\uac00\ub418 \uc190\uc2e4 \ud55c\ub3c4\ub97c \uc815\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc5d0\uc11c \uc7a5\uae30 \ub9cc\uae30 \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac) \ub9e4\uc218\uac00 \uc720\ub9ac\ud558\ub2e4\uace0 \ubcf8\ub2e4.<\/p>\n

Options Volatility And Trading Positioning<\/h3>\n

\ucc9c\uc5f0\uac00\uc2a4\ub294 \uce74\ud0c0\ub974 LNG \uc2dc\uc124 \ud53c\ud574\ub85c \uc0c1\ud669\uc774 \ub354 \uc2ec\uac01\ud558\ub2e4. \uc720\ub7fd TTF(\ub124\ub35c\ub780\ub4dc \uac00\uc2a4 \ud5c8\ube0c \uac00\uaca9\uc73c\ub85c \uc720\ub7fd \uac00\uc2a4 \uac00\uaca9\uc758 \ub300\ud45c \uc9c0\ud45c)\uac00 35\ub2ec\ub7ec\/MMBtu(\uac00\uc2a4 \uc5f4\ub7c9 \ub2e8\uc704: 100\ub9cc BTU) \uc704\uc5d0\uc11c \uac70\ub798\ub418\ub294 \uac00\uc6b4\ub370, \ubbf8\uad6d \ud5e8\ub9ac\ud5c8\ube0c(\ubbf8\uad6d \uac00\uc2a4 \uae30\uc900 \uac00\uaca9)\uc640\uc758 \uac00\uaca9 \ucc28\uc774\ub294 \ub9e4\uc6b0 \ud06c\ub2e4. \uc774\ub294 \ubd84\uc7c1 \uc9c0\uc5ed\uacfc \ubb34\uad00\ud55c \uacf5\uae09\uc744 \ud655\ubcf4\ud558\ub824\ub294 \uacbd\uc7c1\uc774 \uce58\uc5f4\ud558\ub2e4\ub294 \ub73b\uc774\ub2e4. \uc2e0\uaddc \ubbf8\uad6d \uc218\ucd9c \ud130\ubbf8\ub110(\uac00\uc2a4\ub97c \uc561\ud654\ud574 \uc218\ucd9c\ud558\ub294 \uc124\ube44)\uc5d0\uc11c \uae30\ub300\ub410\ub358 \uacf5\uae09 \uc644\ud654 \uc2dc\uc810\ub3c4 \ub354 \ub4a4\ub85c \ubc00\ub9ac\uba70, \ucd5c\uc18c 2028\ub144\uae4c\uc9c0 \uc2dc\uc7a5\uc744 \uc870\uc77c \uac00\ub2a5\uc131\uc774 \ucee4\uc84c\ub2e4.<\/p>\n

\uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc758 \ub192\uc740 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \ucd9c\ub801\uc774\ub294 \uc815\ub3c4) \ub54c\ubb38\uc5d0 \uc635\uc158\uc744 \ub2e8\uc21c \ub9e4\uc218\ud558\uba74 \ube44\uc6a9\uc774 \ud06c\ub2e4. \uae09\ub77d \uc2dc \ud604\uae08\ub2f4\ubcf4 \ud48b\uc635\uc158 \ub9e4\ub3c4(\uc9c0\uc815 \uac00\uaca9\uc5d0 \uc0ac\uc904 \uc758\ubb34\ub97c \uc9c0\ub294 \ub300\uc2e0 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 \uac70\ub798, \ud604\uae08\uc744 \ub2f4\ubcf4\ub85c \ud655\ubcf4)\ub098 \ubc84\ud2f0\uceec \uc2a4\ud504\ub808\ub4dc(\uac19\uc740 \ub9cc\uae30\uc758 \uc635\uc158\uc744 \ub2e4\ub978 \ud589\uc0ac\uac00\ub85c \ud568\uaed8 \uc0ac\uace0\ud30c\ub294 \ubc29\uc2dd)\ub85c \uac15\uc138 \ud3ec\uc9c0\uc158\uc758 \uc9c4\uc785 \ube44\uc6a9\uc744 \ub0ae\ucd94\ub294 \uc804\ub7b5\uc744 \uace0\ub824\ud560 \ub9cc\ud558\ub2e4. \ub2e8\uae30\ubb3c(\uac00\uae4c\uc6b4 \ub9cc\uae30) \uacc4\uc57d\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \uc608\uc0c1 \ubcc0\ub3d9\uc131)\uc774 40%\ub97c \uafb8\uc900\ud788 \uc6c3\ub3cc\uc544 \ud504\ub9ac\ubbf8\uc5c4(\uc635\uc158 \uac00\uaca9) \uc218\ucde8 \uae30\ud68c\uac00 \ud06c\ub2e4.<\/p>\n

\uc218\uc694 \uce21\ub3c4 \uc810\uac80\ud574\uc57c \ud55c\ub2e4. \uace0\uac00\uaca9\uc774 \uc544\uc2dc\uc544 \uc18c\ube44\uc5d0 \uc601\ud5a5\uc744 \uc8fc\uae30 \uc2dc\uc791\ud588\ub2e4. \uc8fc\uc694 \uc2e0\ud765\uad6d\uc758 \ucd5c\uadfc PMI(\uad6c\ub9e4\uad00\ub9ac\uc790\uc9c0\uc218\u00b7\uae30\uc5c5 \uad6c\ub9e4 \ub2f4\ub2f9\uc790 \uc124\ubb38\uc73c\ub85c \uacbd\uae30 \ud750\ub984\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\uc5d0\uc11c \uc81c\uc870\uc5c5\uc774 \uc18c\ud3ed \ub454\ud654\ub418\ub294 \uc2e0\ud638\uac00 \ub098\ud0c0\ub0ac\ub294\ub370, \uc774\ub294 \uc5d0\ub108\uc9c0 \uc218\uc694\uc758 \uc120\ud589 \uc9c0\ud45c\ub2e4. \uac00\uaca9 \uc0c1\ub2e8\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\uc5b4, \uba85\ud655\ud55c \uc190\uc808 \uae30\uc900(\uc190\uc2e4\uc744 \uc81c\ud55c\ud558\uae30 \uc704\ud55c \uccad\uc0b0 \uae30\uc900) \uc5c6\uc774 \uc120\ubb3c(\ubbf8\ub798 \uac00\uaca9\uc744 \ubbf8\ub9ac \uc815\ud574 \uac70\ub798\ud558\ub294 \uacc4\uc57d) \ub871(\uc0c1\uc2b9\uc5d0 \ubca0\ud305) \ud3ec\uc9c0\uc158\uc744 \ubcf4\uc720\ud558\ub294 \uac83\uc740 \uc704\ud5d8\ud558\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\uc804\uc7c1\ubc1c \uacf5\uae09 \ucc28\uc9c8\uc5d0 \ube0c\ub80c\ud2b8\uc720 115\ub2ec\ub7ec\ub300 \uace0\ucc29\u2026IEA\ub294 \uac00\uc2a4 \uc218\uae09 2\ub144 \uc774\uc0c1 \ud0c0\uc774\ud2b8\u00b72028\ub144\uae4c\uc9c0 \uc644\ud654 \uc9c0\uc5f0 \uacbd\uace0. \ubcc0\ub3d9\uc131 \uc7a5\uc138, \uc635\uc158 \uc2a4\ud504\ub808\ub4dc\u00b7\ub2f4\ubcf4 \ud48b\uc73c\ub85c \ub300\uc751.<\/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-45461","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\/45461","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=45461"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45461\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45461"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45461"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45461"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}