이란, 미국 경제 조치 지지 시 '전쟁 행위' 경고: 중동 지정학적 리스크 고조
Iran’s security chief warns any support for new US measures is an act of war - WISH-TV
보안 책임자의 경고로 인해 지정학적 긴장 및 시장 불확실성이 증가하여 균형 잡힌 위험 회피(risk-off) 자세가 형성됩니다.
핵심 요약
이란 안보 책임자는 새로운 미국 경제 조치 지지를 “전쟁 행위”라 규정하며, 이란과 미국의 갈등이 군사적 차원으로 확대될 수 있음을 경고했습니다.
핵심요약
- 이란 안보 책임자는 새로운 미국 경제 조치에 대한 지지를 “전쟁 행위”라고 경고하며, 이는 지정학적 갈등의 군사적 확대를 시사합니다.
- 이란은 페르시아만 해협 외의 다른 석유 운송 경로를 목표로 설정할 수 있음을 시사하며 에너지 공급망의 불안정성을 높입니다.
- 이란의 최고 안보 위원회 지도자인 모헤센 레자에이는 군사적 입장을 강화하는 인선 과정의 일원으로, 이란의 정치·군사적 입장이 경직되고 있음을 보여줍니다.
- 이란 대통령은 중단된 분쟁을 해결하기 위해 6월 중순에 서명된 양해각서(MoU)가 최선의 해결책이라고 주장하며 외교적 해결의 가능성을 언급했습니다.
도입
본 기사는 이란의 최고 안보 책임자가 미국 경제 조치에 대한 지지를 ‘전쟁 행위’로 규정하며 발언한 내용을 다룹니다. 이는 단순한 외교적 논쟁을 넘어, 미국과 이란 간의 경제적, 지정학적 대립이 실제 군사적 충돌의 위협으로 전환될 수 있다는 심각한 경고를 담고 있습니다. 투자자들은 이러한 발언을 통해 중동 지역의 에너지 시장 변동성과 국제 무역로의 안전성에 대한 위험 평가를 재조정해야 합니다.
본문 1: 지정학적 리스크와 에너지 공급망의 재편
이란 안보 책임자의 경고는 단순히 이란 내부의 정치적 입장을 반영하는 것을 넘어, 국제 에너지 시장과 해상 무역로에 직접적인 영향을 미치는 지정학적 리스크를 명확히 보여줍니다. 미국이 “전례 없는” 경제 전쟁과 고립을 예고하는 상황에서, 이란이 페르시아만 해협 외의 다른 석유 운송 경로를 목표로 설정할 수 있다는 발언은 에너지 공급망의 취약성을 부각시킵니다. 이는 해협의 통제권과 운송의 안전성이 국제 무역 흐름에 미치는 영향을 분석해야 함을 의미합니다. 특히, 이란이 호르무즈 해협 외의 대안 경로를 언급한 것은 해상 안보가 경제적 이익과 직결됨을 보여주며, 이는 글로벌 원유 가격의 변동성에 직접적인 영향을 미칠 수 있습니다.
본문 2: 내부 정치 역학 및 외교적 대안
이러한 군사적 경고는 이란 내부의 정치적 역학 관계와 외교적 노력이 어떻게 상호작용하는지를 보여줍니다. 이란 대통령이 6월 중순에 서명한 양해각서(MoU)를 분쟁 종식의 최선의 길로 제시한 것은, 군사적 대립보다는 외교적 해결을 통한 갈등 해소라는 대안적 경로를 모색하고 있음을 나타냅니다. 그러나 최고 안보 위원회 지도자인 모헤센 레자에이가 군사적 입장을 강화하는 인선 과정에 참여했다는 점은, 외교적 합의에도 불구하고 이란의 군사적 강경 노선이 지속되고 있음을 의미합니다. 이는 양측이 상반된 목표(평화 vs. 강경)를 추구하며 갈등이 고착화될 위험을 내포하고 있습니다.
본문 3: 향후 전망 및 시장 시사점
향후 이란과 미국의 관계는 경제 제재의 강도와 군사적 행동의 연계성에 따라 더욱 복잡해질 전망입니다. 미국이 경제적 압박을 강화할수록 이란은 군사적 보복 가능성을 높일 수 있으며, 이는 중동 지역의 불안정성을 증폭시킬 것입니다. 투자자들은 이러한 지정학적 리스크가 에너지 가격에 미치는 영향을 지속적으로 모니터링해야 하며, 특히 해상 운송로의 안전성 확보 노력이 향후 글로벌 공급망 안정성에 핵심적인 요소가 될 것입니다. 양측의 외교적 대화가 군사적 행동으로 이어지지 않도록 관리하는 것이 시장의 주요 관심사가 될 것입니다.
결론
이란의 안보 책임자 발언은 현재의 갈등이 단순한 정치적 협상 단계를 넘어 군사적 충돌의 임계점에 도달했음을 시사하며, 이는 에너지 시장의 변동성을 키우는 주요 요인입니다. 향후 중동 지역의 안정은 양측의 외교적 노력이 군사적 행동으로 이어지지 않도록 관리하는 데 달려있으며, 시장은 이러한 지정학적 리스크의 변화에 민감하게 반응할 것으로 전망됩니다. 따라서 지정학적 상황에 대한 심층적인 분석과 함께 에너지 및 무역 경로의 안정성을 함께 고려하는 접근이 필요합니다.
Original Article
Iran’s security chief warns any support for new US measures is an act of war - WISH-TV
(AP) — The new head of Iran’s top security body warned Sunday that Tehran will see any country’s support for new U.S. economic measures against the Islamic Republic as an “act of war,” while Iran’s president defended a memorandum of understanding with the United States as the best way out of the stalled conflict . Treasury Secretary Scott Bessent on Monday is expected to announce the new measures after the U.S. vowed to impose an “unprecedented” level of economic warfare and isolation on a country that has lived for decades under sanctions . Also Monday, Pakistan’s army chief is expected to visit Iran as mediators try to revive talks. Meanwhile, attacks calmed on the Strait of Hormuz but posturing did not, as a recently created Iranian authority listed dozens of vessels it said will face restrictions on future transits. Here’s a look at the latest developments in the Iran war and the wider Middle East on Sunday. Full coverage can be found here . Iran’s security chief sharpens warning to neighbors The hard-line leader of Iran’s Supreme National Security Council, Mohsen Rezaei, issued his latest warning on X, with the comments quickly shared by Iranian state media. It came a day after Rezaei’s most extensive public comments since being named to the post this month. “If (Trump) wants to do something, we will retaliate in a seismic manner,” he had told the state broadcaster in an interview that aired late Saturday. He said Iran would target other oil-shipping routes from the Persian Gulf — alternatives to the Strait of Hormuz. Rezaei, a former Revolutionary Guard commander and military adviser to Supreme Leader Ayatollah Mojtaba Khamenei, was part of senior appointments widely seen as hardening Tehran’s political and military stance. Iranian president wants to move past ‘neither war nor peace’ Iranian President Masoud Pezeshkian earlier Sunday said the memorandum of understanding signed in mid-June was the best way to move beyond a situation of “neither war nor peace,” adding that Tehran can’t attract investment nearly six months after the war began. “There is not a single provision in this agreement that amounts to capitulation,” Pezeshkian said in a speech published by state-run IRNA. “The supreme leader sets the policies, and we will follow that path.” The interim deal opened a 60-day period for talks aimed at ending the war and reaching an accord on Iran’s nuclear program . That period ended last week with no signs of compromise or extension. No attacks confirmed on the strait, but new restrictions There were no confirmed attacks in the Strait of Hormuz over the past 48 hours, a multinational coalition overseen by the U.S. Navy said Sunday, with shipping traffic still at reduced levels. The U.S. military said its blockade of Iranian ports had redirected 70 commercial ships and disabled three as of Sunday. Iran’s recently created Persian Gulf Strait Authority, sanctioned by the U.S ., published a list of dozens of ships it said had violated arrangements for transiting the strait and would face future restrictions like fines or seizures. The strait had been considered an international waterway before the U.S. and Israel attacked Iran on Feb. 28. Iran and Oman, on the strait’s other side, are now discussing management of it, which likely will include ships paying fees. Pakistan’s army chief will visit Tehran Pakistani Field Marshal Asim Munir will lead a delegation to Tehran on Monday, Iranian state television reported, citing Iran’s Foreign Ministry spokesperson, Esmail Baghaei. Two regional officials said the visit was part of Islamabad’s efforts to de-escalate tensions between the United States and Iran and urge them to return to the negotiating table. The officials spoke on condition of anonymity because they were not authorized to discuss the matter publicly. — By Munir Ahmed in Islamabad Iran executes man arrested during January protests The Iranian judiciary’s Mizan news agency reported the latest execution connected to nationwide protests early this year, saying Majid Adineh was arrested Jan. 9 in Mohammadshahr, west of Tehran. The judiciary said forensic examinations indicated the handgun found on him had been fired on Jan. 8 and 9. Mizan said Adineh had joined the unrest following calls by groups opposed to Iran’s government and alleged that he had received training from groups outside the country. He was convicted under Iran’s law imposing harsher penalties for espionage and cooperation with hostile states. Israeli settler arrested in beating of Palestinian amputee Police arrested a 16-year-old boy from the Israeli settlement of Avigayil in the beating of a 61-year-old Palestinian, Saeed Muhammad Ibrahim Rabah, outside his home in the occupied West Bank, a year after he lost a leg after being shot by a settler. Rabah told The Associated Press that the violence at his home in Khirbet al-Rakeez on Saturday was an effort to make families leave, but “we will remain, no matter what happens.” Separately, the West Bank Health Ministry said a 14-year-old in the Askar refugee camp in Nablus was shot dead by Israeli forces, who did not immediately comment. The uncle of Islam Maher Ajouri, Nehad Ajouri, called the shooting indiscriminate. And Israel’s military said it detained a suspect in a stabbing attack that wounded a 24-year-old Israeli man in the area of al-Auja in the West Bank. Israel’s emergency services said the man was in moderate condition. Airstrike in Gaza kills a 4-year-old child Four-year-old Mohammed Taha died after an Israeli airstrike hit a central Gaza house on Sunday and wounded at least five others, according to the Al-Aqsa Martyrs Hospital, which received the casualties. Israel’s military later said it struck and killed a Hamas commander in central Gaza. The hospital confirmed that the man named, Ismail Abu Ful, was killed. An Israeli strike in southern Gaza wounded at least seven people, including three children, according to health officials at Nasser Hospital. The military did not immediately comment. And Defense Minister Israel Katz in a statement said he instructed the military to “act immediately and forcefully” to prevent launches of balloons, kites or drones from Gaza toward nearby Israeli communities. Before the Oct. 7, 2023, attack by Hamas-led militants on Israel — when 1,200 people were killed and 251 taken hostage — burning kites and balloons were sent from Gaza into southern Israel, causing fires and other damage. Hamas in a statement Sunday accused Israel of “using children’s toys as a pretext” for attacks and further displacement of Gaza residents.
Treasury Secretary Scott Bessent on Monday is expected to announce the new measures after the U.S. vowed to impose an “unprecedented” level of economic warfare and isolation on a country that has lived for decades under sanctions . Also Monday, Pakistan’s army chief is expected to visit Iran as mediators try to revive talks.
Meanwhile, attacks calmed on the Strait of Hormuz but posturing did not, as a recently created Iranian authority listed dozens of vessels it said will face restrictions on future transits.
Here’s a look at the latest developments in the Iran war and the wider Middle East on Sunday. Full coverage can be found here .
Iran’s security chief sharpens warning to neighbors
The hard-line leader of Iran’s Supreme National Security Council, Mohsen Rezaei, issued his latest warning on X, with the comments quickly shared by Iranian state media.
It came a day after Rezaei’s most extensive public comments since being named to the post this month.
“If (Trump) wants to do something, we will retaliate in a seismic manner,” he had told the state broadcaster in an interview that aired late Saturday. He said Iran would target other oil-shipping routes from the Persian Gulf — alternatives to the Strait of Hormuz.
Rezaei, a former Revolutionary Guard commander and military adviser to Supreme Leader Ayatollah Mojtaba Khamenei, was part of senior appointments widely seen as hardening Tehran’s political and military stance.
Iranian president wants to move past ‘neither war nor peace’
Iranian President Masoud Pezeshkian earlier Sunday said the memorandum of understanding signed in mid-June was the best way to move beyond a situation of “neither war nor peace,” adding that Tehran can’t attract investment nearly six months after the war began.
“There is not a single provision in this agreement that amounts to capitulation,” Pezeshkian said in a speech published by state-run IRNA. “The supreme leader sets the policies, and we will follow that path.”
The interim deal opened a 60-day period for talks aimed at ending the war and reaching an accord on Iran’s nuclear program . That period ended last week with no signs of compromise or extension.
No attacks confirmed on the strait, but new restrictions
There were no confirmed attacks in the Strait of Hormuz over the past 48 hours, a multinational coalition overseen by the U.S. Navy said Sunday, with shipping traffic still at reduced levels. The U.S. military said its blockade of Iranian ports had redirected 70 commercial ships and disabled three as of Sunday.
Iran’s recently created Persian Gulf Strait Authority, sanctioned by the U.S ., published a list of dozens of ships it said had violated arrangements for transiting the strait and would face future restrictions like fines or seizures. The strait had been considered an international waterway before the U.S. and Israel attacked Iran on Feb. 28.
Iran and Oman, on the strait’s other side, are now discussing management of it, which likely will include ships paying fees.
Pakistan’s army chief will visit Tehran
Pakistani Field Marshal Asim Munir will lead a delegation to Tehran on Monday, Iranian state television reported, citing Iran’s Foreign Ministry spokesperson, Esmail Baghaei.
Two regional officials said the visit was part of Islamabad’s efforts to de-escalate tensions between the United States and Iran and urge them to return to the negotiating table. The officials spoke on condition of anonymity because they were not authorized to discuss the matter publicly.
Iran executes man arrested during January protests
The Iranian judiciary’s Mizan news agency reported the latest execution connected to nationwide protests early this year, saying Majid Adineh was arrested Jan. 9 in Mohammadshahr, west of Tehran.
The judiciary said forensic examinations indicated the handgun found on him had been fired on Jan. 8 and 9. Mizan said Adineh had joined the unrest following calls by groups opposed to Iran’s government and alleged that he had received training from groups outside the country. He was convicted under Iran’s law imposing harsher penalties for espionage and cooperation with hostile states.
Israeli settler arrested in beating of Palestinian amputee
Police arrested a 16-year-old boy from the Israeli settlement of Avigayil in the beating of a 61-year-old Palestinian, Saeed Muhammad Ibrahim Rabah, outside his home in the occupied West Bank, a year after he lost a leg after being shot by a settler.
Rabah told The Associated Press that the violence at his home in Khirbet al-Rakeez on Saturday was an effort to make families leave, but “we will remain, no matter what happens.”
Separately, the West Bank Health Ministry said a 14-year-old in the Askar refugee camp in Nablus was shot dead by Israeli forces, who did not immediately comment. The uncle of Islam Maher Ajouri, Nehad Ajouri, called the shooting indiscriminate.
And Israel’s military said it detained a suspect in a stabbing attack that wounded a 24-year-old Israeli man in the area of al-Auja in the West Bank. Israel’s emergency services said the man was in moderate condition.
Airstrike in Gaza kills a 4-year-old child
Four-year-old Mohammed Taha died after an Israeli airstrike hit a central Gaza house on Sunday and wounded at least five others, according to the Al-Aqsa Martyrs Hospital, which received the casualties.