{"id":15075,"date":"2026-02-05T10:24:53","date_gmt":"2026-02-05T01:24:53","guid":{"rendered":"https:\/\/www.doochang.co.kr\/blog\/%ec%a0%84%ec%9f%81%ec%9d%98-%ea%b7%b8%eb%a6%bc%ec%9e%90%ea%b0%80-%eb%93%9c%eb%a6%ac%ec%9a%b4-%ea%b8%80%eb%a1%9c%eb%b2%8c-%eb%ac%bc%eb%a5%98%eb%b9%84%ec%9d%98-%ec%83%81%ec%8a%b9\/"},"modified":"2026-02-05T10:24:53","modified_gmt":"2026-02-05T01:24:53","slug":"%ec%a0%84%ec%9f%81%ec%9d%98-%ea%b7%b8%eb%a6%bc%ec%9e%90%ea%b0%80-%eb%93%9c%eb%a6%ac%ec%9a%b4-%ea%b8%80%eb%a1%9c%eb%b2%8c-%eb%ac%bc%eb%a5%98%eb%b9%84%ec%9d%98-%ec%83%81%ec%8a%b9","status":"publish","type":"post","link":"https:\/\/www.doochang.co.kr\/blog\/%ec%a0%84%ec%9f%81%ec%9d%98-%ea%b7%b8%eb%a6%bc%ec%9e%90%ea%b0%80-%eb%93%9c%eb%a6%ac%ec%9a%b4-%ea%b8%80%eb%a1%9c%eb%b2%8c-%eb%ac%bc%eb%a5%98%eb%b9%84%ec%9d%98-%ec%83%81%ec%8a%b9\/","title":{"rendered":"\uc804\uc7c1\uc758 \uadf8\ub9bc\uc790\uac00 \ub4dc\ub9ac\uc6b4 \uae00\ub85c\ubc8c \ubb3c\ub958\ube44\uc758 \uc0c1\uc2b9"},"content":{"rendered":"

\ucd5c\uadfc \uae00\ub85c\ubc8c \ubb34\uc5ed \ud658\uacbd\uc5d0\uc11c \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\uac00 \ubb3c\ub958\ube44\uc6a9\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc774 \ub354\uc6b1 \ub450\ub4dc\ub7ec\uc9c0\uace0 \uc788\ub2e4. \ud2b9\ud788 \ubbf8\uad6d\uacfc \uc774\ub780 \uac04\uc758 \uac08\ub4f1\uc774 \uace0\uc870\ub428\uc5d0 \ub530\ub77c \uc911\ub3d9 \uc9c0\uc5ed\uc758 \uae34\uc7a5\uc774 \uc2ec\ud654\ub418\uace0, \uc774\uc5d0 \ub530\ub77c \ud574\uc0c1 \ubb3c\ub958\ube44\uac00 \uc624\ub984\uc138\ub97c \ubcf4\uc774\uace0 \uc788\ub2e4. \ud574\uc0c1 \uc6b4\uc1a1\uc5d0\uc11c ‘\uc804\uc7c1 \ubc0f \ud574\uc0c1 \ub9ac\uc2a4\ud06c \ubcf4\ud5d8\ub8cc’\ub294 \uc774\uc81c \ub2e8\uc21c\ud55c \ubcc0\uc218\ub85c \ub0a8\uc9c0 \uc54a\uace0, \uad6c\uc870\uc801\uc778 \ube44\uc6a9\uc73c\ub85c \uc790\ub9ac \uc7a1\uc544\uac00\uace0 \uc788\ub2e4.<\/p>\n

2024~2025\ub144 \ub3d9\uc548 \ud64d\ud574 \uc9c0\uc5ed\uc5d0\uc11c\uc758 \ud6c4\ud2f0 \ubc18\uad70 \ub9ac\uc2a4\ud06c\ub294 \uc62c\ud574 \ub4e4\uc5b4 \ub2e4\uc18c \uc644\ud654\ub41c \uacbd\ud5a5\uc744 \ubcf4\uc600\ub2e4. \ud558\uc9c0\ub9cc \uc774\uc640\ub294 \ubcc4\uac1c\ub85c, \uadf8\ub3d9\uc548 \uc313\uc5ec\uc628 \uc804\uc7c1 \uc704\ud5d8 \ud504\ub9ac\ubbf8\uc5c4(AWRP)\uc740 \uc5ec\uc804\ud788 \ub192\uc740 \uc218\uc900\uc5d0 \uba38\ubb3c\ub7ec \uc788\ub2e4. \ud604\uc7ac \uc804\uc7c1 \uc704\ud5d8 \ud504\ub9ac\ubbf8\uc5c4\uc740 \uc120\uac00\uc758 0.2%\uc5d0 \ub2ec\ud558\uba70, \uc774\ub294 \uacfc\uac70\uc758 \ud3c9\uc2dc \uc694\uc728\uc778 0.03%\uc640 \ube44\uad50\ud588\uc744 \ub54c \uc5ec\uc12f \ubc30 \uc774\uc0c1 \ub192\uc740 \uc218\uce58\ub2e4. \uc774\ub7ec\ud55c \ube44\uc6a9\uc740 \ub9c8\uce58 \uc601\uad6c\uc801\uc778 ‘\ud1b5\ud589\uc138’\ucc98\ub7fc \ubaa8\ub4e0 \ud654\ubb3c\uc5d0 \ubd80\uacfc\ub418\uace0 \uc788\ub2e4.<\/p>\n

\uae00\ub85c\ubc8c \ud574\uc0c1 \ubcf4\ud5d8\ub8cc\ub294 \uc8fc\ub85c \ub7f0\ub358\uacfc \ubc84\ubba4\ub2e4\uc758 \ubbfc\uac04 \ubcf4\ud5d8 \uc2dc\uc7a5\uc5d0\uc11c \uacb0\uc815\ub418\uba70, \uc77c\ub2e8 \uc124\uc815\ub41c \uc694\uc728\uc740 \uc27d\uac8c \uc870\uc815\ub420 \uc218 \uc5c6\ub2e4. \uc774\ub294 \uc2dc\uc7a5\uc758 \uacf5\ud3ec \uc2ec\ub9ac\uc640 \uc790\ubcf8 \ubcf4\uc804 \ubcf8\ub2a5\uc774 \uc791\uc6a9\ud558\uae30 \ub54c\ubb38\uc774\ub2e4. \uc804\uc7c1 \uc704\ud5d8 \ubcf4\ud5d8\ub8cc\ub294 \uacfc\uac70\uc5d0 \ube44\ud574 \ud558\ub77d\uc138\ub97c \ubcf4\uc774\uc9c0 \uc54a\uace0, \ud55c \ubc88 \uc0c1\uc2b9\ud558\uba74 \uc27d\uac8c \ub0b4\ub824\uac00\uc9c0 \uc54a\ub294 \ud2b9\uc9d5\uc774 \uc788\ub2e4. \uc774\ub294 \ud574\uc0c1 \uc6b4\uc784\uc774 \uc2dc\uc7a5\uc758 \ucda9\uaca9 \ud6c4 \ube44\uad50\uc801 \ube60\ub974\uac8c \ud68c\ubcf5\ub418\ub294 \uac83\uacfc \ub300\uc870\uc801\uc774\ub2e4.<\/p>\n

\ubcf4\ud1b5 \ud574\uc0c1 \ubcf4\ud5d8\ub8cc\ub294 \ucee8\ud14c\uc774\ub108 \ud558\ub098\ub2f9 \ubd99\ub294 \uacbd\ubbf8\ud55c \uc218\uc218\ub8cc\ub85c \uc778\uc2dd\ub418\uc9c0\ub9cc, \uc9c0\uc815\ud559\uc801 \uc704\uae30 \uc0c1\ud669\uc5d0\uc11c\ub294 \uadf8 \uaddc\ubaa8\uac00 \uc6b4\uc784 \uc790\uccb4\ub97c \ucd08\uacfc\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\ub2e4. \uc804\uc7c1 \uc704\ud5d8 \ubcf4\ud5d8\ub8cc\ub294 \ud654\ubb3c\uc758 \ubb34\uac8c\ub098 \ubd80\ud53c\uac00 \uc544\ub2cc \uc120\ubc15\uc758 \uc790\uc0b0 \uac00\uce58\ub97c \uae30\uc900\uc73c\ub85c \uc0b0\uc815\ub418\ubbc0\ub85c, \uace0\uac00\uc758 \ucd5c\uc2e0 \uc120\ubc15\uc77c\uc218\ub85d \ub192\uc740 \ubcf4\ud5d8\ub8cc\ub97c \uc9c0\ubd88\ud574\uc57c \ud55c\ub2e4. \uc774 \ube44\uc6a9\uc740 \ud56d\ud574 \uc804\uccb4\uac00 \uc544\ub2cc \uc704\ud5d8 \uad6c\uc5ed\uc5d0 \uccb4\ub958\ud558\ub294 \uae30\uac04\uc5d0 \ub530\ub77c \ubd80\uacfc\ub418\ubbc0\ub85c, \uc704\ud5d8 \uad6c\uc5ed\uc5d0\uc11c\uc758 \uccb4\ub958 \uae30\uac04\uc774 \uae38\uc5b4\uc9c8\uc218\ub85d \uc120\uc8fc\ub294 \ucd94\uac00 \ube44\uc6a9\uc744 \ubd80\ub2f4\ud558\uac8c \ub41c\ub2e4.<\/p>\n

\uc608\ub97c \ub4e4\uc5b4, \uc120\uac00 2\uc5b5 \ub2ec\ub7ec\uc778 \ucd5c\uc2e0\ud615 LNG \uc6b4\ubc18\uc120\uc774 \uc704\ud5d8 \uad6c\uc5ed\uc744 \ud1b5\uacfc\ud560 \uacbd\uc6b0, \ub2e8 7\uc77c\uac04\uc758 \ud1b5\ud589\ub8cc\ub85c 200\ub9cc \ub2ec\ub7ec(\uc57d 27\uc5b5 \uc6d0)\uac00 \uccad\uad6c\ub420 \uc218 \uc788\ub2e4. \uc774\ub294 \uc120\ubc15 \uc6b4\uc601\ube44\ub97c \uc218\uc2ed \ubc30 \ucd08\uacfc\ud558\ub294 \uae08\uc561\uc73c\ub85c, \uc774\ub7ec\ud55c \ube44\uc6a9\uc740 \uacb0\uad6d \ud654\uc8fc\uc5d0\uac8c \uc804\uac00\ub41c\ub2e4. \ud574\uc6b4 \uc2dc\uc7a5\uc758 \uacc4\uc57d \uad6c\uc870\ub294 \uc774\ub7ec\ud55c \ube44\uc6a9\uc774 \ud654\uc8fc\uc5d0\uac8c \uc989\uac01\uc801\uc73c\ub85c \uc804\ub2ec\ub418\ub3c4\ub85d \uc124\uacc4\ub418\uc5b4 \uc788\ub294 \ubc14, \uc774\ub294 \ud654\uc8fc\uc758 \uc2e4\uc9c8 \uc6d0\uac00\uc5d0 \uc989\uc2dc \ubc18\uc601\ub41c\ub2e4.<\/p>\n

\ucd5c\uadfc \ubd84\uc11d\uc5d0 \ub530\ub974\uba74 \uae00\ub85c\ubc8c \ud574\uc0c1 \ub9ac\uc2a4\ud06c \uc9c0\uc5ed\uc774 \uc774\ub3d9\ud558\uace0 \uc788\ub294 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \ud64d\ud574 \uc9c0\uc5ed\uc758 \uc704\ud5d8\uc774 \uc904\uc5b4\ub4dc\ub294 \uc0ac\uc774 \ud751\ud574 \uc9c0\uc5ed\uc740 \ub2e4\uc2dc \uae34\uc7a5\uac10\uc774 \uace0\uc870\ub418\uace0 \uc788\ub2e4. \ub7ec\uc2dc\uc544\uc640 \uc6b0\ud06c\ub77c\uc774\ub098 \uac04\uc758 \ub4dc\ub860 \uacf5\uaca9\uc774 \uc0c1\uc120\uacfc \ud56d\ub9cc \uc778\ud504\ub77c\ub97c \uaca8\ub0e5\ud558\uba74\uc11c \ubcf4\ud5d8\ub8cc\uac00 \uae09\ub4f1\ud558\ub294 \uc0ac\ub840\uac00 \ubc1c\uc0dd\ud588\ub2e4. \uc774\ub85c \uc778\ud574 \ud751\ud574 \uae30\ud56d \ubcf4\ud5d8\ub8cc\ub294 \uc9c0\ub09c\ub2ec \uc120\uac00\uc758 1.0%\ub85c \uce58\uc19f\uc558\ub2e4. \ud751\ud574\ub294 \uc138\uacc4\uc801\uc778 \uace1\ubb3c\uacfc \uc5d0\ub108\uc9c0\uc758 \uc911\uc694\ud55c \ucd9c\uad6c\ub85c, \uc774 \uc9c0\uc5ed\uc758 \ubcf4\ud5d8\ub8cc \uc0c1\uc2b9\uc740 \uc6b0\ud06c\ub77c\uc774\ub098\uc0b0 \uc625\uc218\uc218\ub098 \ub7ec\uc2dc\uc544\uc0b0 \uc6d0\uc720\uc758 \uc218\ucd9c \uac00\uaca9 \uacbd\uc7c1\ub825\uc5d0 \uc2ec\uac01\ud55c \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\ub2e4.<\/p>\n

\ub610\ud55c \ud638\ub974\ubb34\uc988 \ud574\ud611\uc758 \uae34\uc7a5 \uace0\uc870 \uc5ed\uc2dc \uc6b0\ub824\ub418\ub294 \uc9c0\uc810\uc774\ub2e4. \uc804 \uc138\uacc4 \uc6d0\uc720 \ubb3c\ub3d9\ub7c9\uc758 \uc57d 20%\uac00 \uc774 \uc9c0\uc5ed\uc744 \ud1b5\uacfc\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub780\uc758 \uc18c\ud615 \uc120\ubc15\uc774 \ubbf8\uad6d \uad6d\uc801 \uc720\uc870\uc120\uc5d0 \uc811\uadfc\ud558\ub294 \uc0ac\uac74\uc774 \ubc1c\uc0dd\ud558\uba74\uc11c \uc2dc\uc7a5\uc740 \uc774\ubbf8 ‘\uc804\uc7c1 \uc804\uc870’ \ud504\ub9ac\ubbf8\uc5c4\uc744 \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \uc528\ud2f0\uadf8\ub8f9\uc740 \uc774\ub780 \uad00\ub828 \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\uac00 \uc720\uac00\uc5d0 \ubc30\ub7f4\ub2f9 7~10\ub2ec\ub7ec\uc758 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ucd94\uac00\ud560 \uc218 \uc788\ub2e4\uace0 \ubd84\uc11d\ud588\ub2e4.<\/p>\n

\uc6b4\uc784\uc774 \ud558\ub77d\ud558\ub294 \uc0c1\ud669\uc5d0\uc11c\ub3c4 \ubcf4\ud5d8\ub8cc\ub294 \uc5ec\uc804\ud788 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc5b4 \uc5c5\uacc4\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\uace0 \uc788\ub2e4. \ud574\uc6b4 \uc2dc\ud669\uc774 \uc120\ubcf5\ub7c9 \uacfc\uc789 \uacf5\uae09\uc73c\ub85c \uc778\ud574 \uc548\uc815\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc9c0\ub9cc, \ubcf4\ud5d8\ub8cc\ub294 \ubcc0\ub3d9\uc774 \uc801\uc740 \uc0c1\ud669\uc774\ub2e4. \uc774\ub85c \uc778\ud574 \ud574\uc6b4\uc0ac\ub4e4\uc740 \ub9ac\uc2a4\ud06c \uad00\ub9ac\uc5d0 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\ub2e4. \ubcf4\ud5d8\uc0ac\ub4e4\uc740 \ub300\ud615 \uc0ac\uace0 \ubc1c\uc0dd \ud6c4 \uc790\ubcf8 \uc190\uc2e4\uc744 \ubcf4\uc804\ud558\uae30 \uc704\ud574 \uc694\uc728\uc744 \uae09\uaca9\ud788 \uc778\uc0c1\ud558\uac8c \ub418\uba70, \uc0ac\uace0\uac00 \uba48\ucd94\ub354\ub77c\ub3c4 \uc694\uc728\uc744 \uc989\uc2dc \ub0b4\ub9ac\uc9c0 \uc54a\ub294\ub2e4. \uc774\ub7ec\ud55c \uad6c\uc870\uc801 \uc2dc\ucc28\ub85c \uc778\ud574 \ubcf4\ud5d8\ub8cc\ub294 \uc2e4\ubb3c \uacbd\uae30 \ud68c\ubcf5 \uc18d\ub3c4\ubcf4\ub2e4 \ud6e8\uc52c \ub290\ub9ac\uac8c \ubc18\uc751\ud558\uac8c \ub41c\ub2e4.<\/p>\n

S&P \uae00\ub85c\ubc8c\uc758 \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74, \uc911\ub3d9\uc5d0\uc11c \uc720\ub7fd\uc73c\ub85c \uac00\ub294 LR1 \ud0f1\ucee4\uc758 \uc6b4\uc1a1 \ube44\uc6a9\uc744 \ubd84\uc11d\ud55c \uacb0\uacfc, \ud64d\ud574 \uacbd\uc720\uac00 \ud76c\ub9dd\ubd09 \uc6b0\ud68c\ubcf4\ub2e4 \ube44\uc6a9\uc801\uc73c\ub85c \ube44\uc2b7\ud558\uac70\ub098 \ub354 \ube44\uc2f8\uac8c \ud3c9\uac00\ub418\ub294 \uad6c\uac04\uc774 \ubc1c\uc0dd\ud558\uace0 \uc788\ub2e4. \uc774\ub294 \ubcf4\ud5d8\ub8cc \uc0c1\uc2b9\uc73c\ub85c \uc778\ud55c \uacb0\uacfc\ub85c, \ubb3c\ub9ac\uc801 \uac70\ub9ac\uac00 \uc9e7\uc740 \ud56d\ub85c\uac00 \ub354 \ube44\uc2fc \uc774\uc720\ub3c4 \uc5ec\uae30\uc5d0 \uc788\ub2e4.<\/p>\n

\uc774\ub7ec\ud55c ‘\ubcf4\uc774\uc9c0 \uc54a\ub294 \uad00\uc138’\ub294 \ud55c\uad6d \ud574\uc6b4\uc0ac\ub4e4\uc5d0\uac8c\ub294 \uc5ed\uc124\uc801\uc73c\ub85c \uc2e4\uc801 \ubc29\uc5b4\ub9c9\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\ub2e4. \ud64d\ud574 \ub9ac\uc2a4\ud06c\ub85c \uc778\ud574 \ud76c\ub9dd\ubd09 \uc6b0\ud68c\uac00 \uc120\ubcf5\ub7c9\uc744 \ud761\uc218\ud558\uc5ec \uc6b4\uc784 \ud558\ub77d\uc744 \uc5b5\uc81c\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. \uadf8\ub7ec\ub098 \uc218\ucd9c \uc81c\uc870 \uae30\uc5c5\uc5d0\uac8c\ub294 \uc774\ub7ec\ud55c \ud574\uc0c1 \ubcf4\ud5d8\ub8cc\uac00 \uac00\uaca9 \uacbd\uc7c1\ub825\uc744 \ud574\uce58\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\uc5b4, \ub3d9\uc720\ub7fd \ud604\uc9c0 \uc0dd\uc0b0 \ube44\uc911\uc774 \ub0ae\uc740 \ud488\ubaa9\uc77c\uc218\ub85d \ub354\uc6b1 \ud070 \ud0c0\uaca9\uc744 \ubc1b\uc744 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4.<\/p>\n

[\uad00\ub828\uae30\uc0ac] https:\/\/n.news.naver.com\/mnews\/article\/015\/0005247050?sid=101<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\ucd5c\uadfc \uae00\ub85c\ubc8c \ubb34\uc5ed \ud658\uacbd\uc5d0\uc11c \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\uac00 \ubb3c\ub958\ube44\uc6a9\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc774 \ub354\uc6b1 \ub450\ub4dc\ub7ec\uc9c0\uace0 \uc788\ub2e4. \ud2b9\ud788 \ubbf8\uad6d\uacfc \uc774\ub780 \uac04\uc758 \uac08\ub4f1\uc774 \uace0\uc870\ub428\uc5d0 \ub530\ub77c \uc911\ub3d9 \uc9c0\uc5ed\uc758 \uae34\uc7a5\uc774 \uc2ec\ud654\ub418\uace0, \uc774\uc5d0 \ub530\ub77c \ud574\uc0c1 \ubb3c\ub958\ube44\uac00 \uc624\ub984\uc138\ub97c \ubcf4\uc774\uace0 \uc788\ub2e4. \ud574\uc0c1 \uc6b4\uc1a1\uc5d0\uc11c ‘\uc804\uc7c1 \ubc0f \ud574\uc0c1 \ub9ac\uc2a4\ud06c \ubcf4\ud5d8\ub8cc’\ub294 \uc774\uc81c \ub2e8\uc21c\ud55c \ubcc0\uc218\ub85c \ub0a8\uc9c0 \uc54a\uace0, \uad6c\uc870\uc801\uc778 \ube44\uc6a9\uc73c\ub85c \uc790\ub9ac \uc7a1\uc544\uac00\uace0 \uc788\ub2e4. 2024~2025\ub144 \ub3d9\uc548 \ud64d\ud574 \uc9c0\uc5ed\uc5d0\uc11c\uc758 \ud6c4\ud2f0 \ubc18\uad70 \ub9ac\uc2a4\ud06c\ub294 \uc62c\ud574 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