미국 국방부, 이란 전쟁 자금으로 800억 달러 추가 예산 요청
Pentagon seeks $80 billion from Congress for Iran war - Los Angeles Times
국방부가 이란 전쟁 자금으로 800억 달러를 요청하면서 방위 산업에 대한 지출이 증가할 전망입니다. 이에 따라 항공우주 및 방위주식이 상승할 것으로 예상됩니다.
핵심 요약
미국 국방부는 이란 전쟁 자금으로 800억 달러의 추가 예산을 의회에 요청했습니다.
핵심요약
- 미 국방부는 이란 전쟁 자금으로 800억 달러 추가 예산 요청
- 상원은 이란에 대한 군사 행동 제한 결의안 50-48로 통과
- 펜타곤 예산은 1.5조 달러로, 현재 연도 대비 약 50% 증가
- 국방장관 헤게세스, 의회에 예산 요청 로비 진행
도입
미국 국방부의 이란 전쟁 자금 추가 예산 요청은 투자자에게 중요한 의미를 가집니다. 이는 트럼프 행정부의 군사 정책과 예산 전략이 어떻게 시장과 경제에 영향을 미칠지 예측하는 데 필요한 핵심 정보입니다. 또한, 의회와 행정부 간의 예산 협상 과정에서 발생할 수 있는 변동성과 리스크를 고려해야 합니다.
본문 1: 군사 예산 증가의 시장 영향
미국 국방부의 800억 달러 추가 예산 요청은 군사 산업 종목에 긍정적인 영향을 미칠 가능성이 있습니다. 특히, 방위 산업 관련 주식은 수요 증가로 인해 상승세를 보일 수 있습니다. 그러나, 이 예산이 통과될 경우, 다른 예산 항목이 삭감될 가능성도 있습니다. 이는 예산 재편성 과정에서 발생할 수 있는 변동성을 고려해야 합니다. 또한, 군사 예산 증가는 장기적으로 국채 발행 증가로 이어질 수 있어, 금리 변동성에 대한 우려도 제기됩니다.
본문 2: 의회와 행정부의 예산 협상 리스크
상원의 전쟁권 한계 결의안 통과는 행정부의 군사 정책에 대한 의회의 우려를 반영합니다. 이는 예산 협상 과정에서 발생할 수 있는 갈등과 지연을 예측하는 데 필요한 정보입니다. 특히, 예산 요청이 공식적으로 제출되지 않은 상태에서 이미 의회 내부의 갈등이 드러난 것은 향후 협상 과정에서의 어려움을 시사합니다. 또한, 상원의 결의안이 상징적일지라도, 하원의 지지를 얻고 있는 점은 행정부의 정책에 대한 의회 내부의 저항이 강해질 가능성을 보여줍니다.
본문 3: 장기적인 경제적 영향
군사 예산 증가와 전쟁권 한계 결의안의 통과는 장기적인 경제적 영향에도 고려해야 합니다. 군사 예산 증가는 경제 성장과 인플레이션에 영향을 미칠 수 있으며, 전쟁권 한계 결의안은 미국의 국제적 관계에 영향을 미칠 수 있습니다. 특히, 이란과의 관계 개선이나 악화에 따라 에너지 시장에 변동성이 발생할 수 있습니다. 또한, 군사 예산 증가로 인한 국채 발행 증가는 장기적으로 금리 상승 압력을 가할 수 있습니다.
결론
미국 국방부의 이란 전쟁 자금 추가 예산 요청과 상원의 전쟁권 한계 결의안 통과는 군사 산업과 예산 협상 과정에서 발생할 수 있는 변동성과 리스크를 고려해야 합니다. 향후 예산 요청이 공식적으로 제출되고, 의회와 행정부의 협상이 진행되는 과정을 주시해야 합니다. 또한, 군사 예산 증가와 전쟁권 한계 결의안의 장기적인 경제적 영향에 대한 분석이 필요합니다.
Original Article
Pentagon seeks $80 billion from Congress for Iran war - Los Angeles Times
The Pentagon has told senators it needs roughly $80 billion, mostly to cover the cost of the U.S. war against Iran, adding to what is already a sizable military spending boost being sought by President Trump. Meanwhile, the Senate for the first time approved a war powers resolution Tuesday seeking to block U.S. military action against Iran, as lawmakers warily watch President Trump’s efforts to resolve a conflict that the administration launched on its own and now needs Congress to fund. It was the 10th time the Senate has tried to stop the war, and the outcome, on a vote of 50-48, was a stunning turnaround from past efforts. Although the resolution is largely symbolic, and does not fully carry the force of law, it reflects the growing concerns from a number of Republican lawmakers in the House and Senate over the war and the deal Trump struck with Iran to end it. The House approved the resolution earlier this month. The White House Office of Management and Budget has yet to make a formal request to Congress for more money for the war. But Defense Secretary Pete Hegseth has been making the rounds on Capitol Hill, including Monday evening. A top deputy Defense secretary told senators about the Iran funding request last week, according to two people familiar with the situation but not authorized to discuss it publicly. The Wall Street Journal first reported on the developments. The push for billions of dollars in Iran war funding comes at a fraught political moment. Lawmakers are not only skeptical of the deal Trump struck with Iran to bring an end to the war, but also wary of next steps. The White House has requested a remarkable $1.5 trillion for the Pentagon — a nearly 50% increase over the current fiscal year's funding levels. Senate Majority Leader John Thune said he’s expecting a supplemental spending request from the administration for the war, and when it arrives, “we’ll work through it and see where the votes are.” “We need to make sure we’re doing everything we can to replenish, resupply a lot our munitions that have been depleted — not only just with what’s happening with Iran, but prior to that,” said Thune (R-S.D.). Deputy Defense Secretary Stephen Feinberg spoke to several senators about the proposal in calls last week and he notified congressional committees that the $80-billion request had been sent to the Office of Management and Budget. The Pentagon did not immediately respond to a request for comment. However, the funding package will almost certainly run into trouble from lawmakers who refuse to support Trump's decision to go to war and are reluctant to give the Pentagon more money at a time of high costs of living for Americans at home. “You’re spending families’ hard-earned tax dollars on a war that many strongly oppose,” Democratic Sen. Patty Murray of Washington told Hegseth in a hearing last month. In addition to the Iran funding, Republicans hope to secure about $1.1 trillion through the regular appropriations process, which typically requires support from both parties for approval. Then, they hope to secure an additional $350 billion through a mostly party-line vote later this summer. The amount being sought by the Pentagon is far higher than the $29-billion estimate of war costs that Hegseth gave Congress during his testimony last month. The bulk of that amount was related to replacing munitions and repairing equipment but also included operational costs to keep forces deployed. That estimate did not include the cost to repair or rebuild U.S. military sites damaged in the region. It's also far lower than the initial $200 billion the Pentagon floated as the costs at the start of the war. An early estimate put the cost of the first week of the war at $11.3 billion. Sen. Brian Schatz of Hawaii, a member of Democratic party leadership, said he expects the actual price tag could be much higher than the $80 billion being proposed. Schatz said he hasn't done any counting of Democrats about whether there is support for an Iran-focused bill, “but I haven't found anyone who wants to do this.” But Republican Sen. Jim Banks of Indiana said, "To me it’s less about the war, it’s more about the stockpiles.” Banks said, “I would sell it to my state as an investment in our defense industrial base, reshoring defense production to Indiana.” Sen. Jack Reed of Rhode Island, the top Democrat on the Senate Armed Services Committee, said funding for an Iran supplemental can't be done in isolation. It has to be done after lawmakers from both parties have agreed to a total spending amount for both defense and non-defense programs, “then the rest of this would follow pretty quickly,” Reed said. And Sen. John Hoeven of North Dakota, a member of the Appropriations subcommittee on Defense, said he has been working with the administration to broaden the package to include funds for disaster aid for California, Hawaii and other states hard hit by fires and weather problems, as well as agricultural aid for farmers. “I think that’s the kind of combination that could pass,” Hoeven said. Hegseth declined to answer questions from reporters late Monday as he strode around the Capitol. But on the issue of the cost of the war, Hegseth responded rhetorically during a Senate hearing last month, asking, “What is the cost of Iran obtaining a nuclear weapon?" He acknowledged the president's decision to confront the threat of a nuclear Iran "comes with cost — and we recognize that.” Freking and Mascaro write for the Associated Press. AP writers Konstantin Toropin and Ben Finley contributed to this report.