호르무즈 해협 선박 공격 후 유엔, 선박 탈출 지원 일시 중단
UN pauses Hormuz evacuation plan after ship reports attack - Nikkei Asia
호르무즈 해협의 선박 대피 계획이 일시 중단되었지만, 공격이 프로그램과 무관하여 단기적으로 시장에 미치는 영향은 제한적입니다.
핵심 요약
호르무즈 해협에서 선박 공격 후 유엔이 hundreds of stranded ships 탈출 지원 일시 중단.
핵심요약
- hundreds of stranded ships and thousands of seafarers가 호르무즈 해협에서 갇힌 상태
- Singapore-flagged 선박 에버 러블리호가 오만 근처에서 공격당함
- IMO가 선박 탈출 지원 프로그램 일시 중단
- 2월 말 전쟁 시작 이후 해협 통행 중단됨
도입
호르무즈 해협의 안정성은 글로벌 에너지 시장에 직접적인 영향을 미치며, 이번 공격은 중동 지역의 지정학적 리스크를 재확인시킵니다. 투자자들은 이 지역의 불안정성이 에너지 가격 변동성과 공급망 지연으로 이어질 가능성에 주목해야 합니다.
본문 1: 에너지 시장의 변동성 증대 가능성
이번 공격으로 호르무즈 해협의 통행이 다시 불안정해지면서, 원유 수출에 의존하는 국가들의 경제적 타격이 예상됩니다. 특히 중동 지역은 세계 원유 수출의 30% 이상을 차지하고 있어, 이 지역의 불안정성이 국제 유가 상승으로 이어질 가능성이 있습니다. IMO의 지원 중단으로 인해 hundreds of stranded ships가 더 오랜 기간 갇히게 되며, 이는 선박 보험료와 운송 비용의 상승으로 이어질 수 있습니다.
본문 2: 지역 갈등의 장기화 전망
이번 사건은 미-이란 간 협상의 불확실성을 다시 한 번 강조합니다. 미국 정부가 이란이 합의에 따라 호르무즈 해협을 개방하지 않을 경우 재군사행동에 나설 것임을 경고한 바 있어, 지역 갈등의 장기화 가능성도 있습니다. 이는 중동 지역 투자자들에게 추가적인 리스크 요인으로 작용할 수 있으며, 특히 에너지, 운송, 보험 분야의 기업들에게 부정적인 영향을 미칠 수 있습니다.
결론
호르무즈 해협의 안정성은 글로벌 에너지 시장과 지역 경제에 중요한 영향을 미치며, 이번 사건은 투자자들에게 지정학적 리스크를 재고하게 만드는 계기가 되었습니다. 향후 IMO의 지원 재개 여부와 미-이란 간 협상의 진행 상황을 주의 깊게 지켜볼 필요가 있습니다.
Original Article
UN pauses Hormuz evacuation plan after ship reports attack - Nikkei Asia
Move reignites fears over preliminary pact to end Iran war
A reported vessel attack in the Strait of Hormuz has reignited fears over the preliminary U.S.-Iran deal aimed at ending the war. © Reuters
LONDON/MANAMA, Bahrain/DUBAI, United Arab Emirates (Reuters) -- The U.N. International Maritime Organization paused its operation to escort ships through the Strait of Hormuz on Thursday after a vessel reported an attack, reigniting fears over a preliminary deal to end the Iran war.
The cargo ship said it was hit close to Oman by a projectile, British navy agency UKMTO said, hours after Tehran warned vessels against taking routes that it had not approved.
Two U.S. officials told Reuters that Iran had fired on the ship, while Iran's Persian Gulf Strait Authority, which Tehran established to manage requests for ships to travel through the strait, said vessels outside routes it has set will not be guaranteed safe passage.
Four sources identified the ship as the Singapore-flagged Ever Lovely. A security source said it was likely targeted by a drone.
There was no immediate comment from the U.S. government. U.S. President Donald Trump warned earlier this month that if Iran did not honor an agreement aimed at ending the war and reopening the strait, the U.S. would probably go back to bombing the country again.
The IMO was helping to get hundreds of stranded ships and thousands of seafarers out of the strait where they had been stranded for months since the start of the war in late February.
It decided "to temporarily pause its implementation in order to reconfirm that the necessary safety guarantees continue to be in place for the ships on our evacuation list and all those in the region," IMO Secretary-General Arsenio Dominguez said in a statement.
The IMO said the ship involved in the suspected attack was not part of its evacuation program.
The initiative, which was launched on Tuesday, was a voluntary option for ships and their crew to sail out of the Gulf using two routes -- one via Iranian waters and the other via Omani waters, with U.S. oversight -- the IMO said this week.
Benchmark oil prices rose 1.9% following the reported attack, which analysts said rekindled concerns about how long it could take for Gulf oil flows to resume normal levels.
The Oman incident is likely to refocus attention on the extent of Iran's future control over the Strait of Hormuz which, before the conflict, handled a fifth of the world's daily oil and liquefied natural gas supplies.
Before the incident, U.S. Secretary of State Marco Rubio -- wrapping up a tour of the Gulf to reassure states about the interim pact -- told reporters that if Iran threatens or blocks ships in the strait, "then we're going to have a problem."
Iran, though, has signaled it would continue to assert control over the strait.
Iran's Revolutionary Guards said on Thursday that safe passage through the strait would only be possible through routes designated by Iran, adding that it would take action against vessels that failed to comply.
The Revolutionary Guards also ordered two Panama-flagged ships to change course on Thursday, British maritime security company Ambrey said.
Earlier, U.S. Energy Secretary Chris Wright said shipments through the strait were approaching levels seen before the U.S. and Israel launched strikes on Iran on Feb. 28, with at least 20 million barrels of oil exiting the waterway in the previous 24 hours.
During the conflict, Iran took effective control of the vital choke point, disrupting oil flows and rattling global energy markets and the wider economy.
The war is weighing heavily on Trump ahead of November midterm elections that will determine control of Congress. Just one in four Americans believes the war was worth the cost, a Reuters/Ipsos poll showed.
Conflicting accounts have emerged over elements of the framework ceasefire deal, which has prompted criticism of Trump at home and abroad.
Disagreements persist over financial incentives for Iran, nuclear inspections, control of the Strait of Hormuz and Israel's parallel war in Lebanon.
Iran's top negotiator, Mohammad Baqer Qalibaf, said on Thursday that the U.S. assertion that Iran would spend its unfrozen assets to buy U.S. agricultural products was false.
The deal sets up 60 days of talks to tackle thornier issues, including Iran's nuclear program.