(1부) 이란 전쟁 오늘 끝나도 유가 9월까지 뛴다 (COR에너지인사이트 권효재 대표)｜2026년 06월 01일 녹화

💡Summary Due to the war with Iran and disruptions in transit through the Strait of Hormuz, the global energy market is entering a phase of competition over "energy security" rather than a simple price issue. While crude oil prices have risen by approximately 50%, the prices of petroleum products such as gasoline and aviation fuel have surged by over 100%, and a decline in demand is already being observed in the aviation and petrochemical sectors. Countries are holding out by utilizing their strategic oil reserves, but supply disruptions amounting to about 7 million barrels per day are placing a heavy burden on the market. Even if the war ends, normalizing the supply chain is not expected to be easy. Even if the Strait of Hormuz reopens, it will take at least 3 to 4 months to resolve issues with ship insurance and normalize logistics, and the International Energy Agency (IEA) also forecasts that the situation will not improve until after September. Although the market is reflecting previous expectations in oil prices, the possibility of another surge in prices remains, as inventory depletion and supply instability persist in the field. In particular, as insurers are reluctant to operate vessels unless the safety of transit through the Strait of Hormuz is fully guaranteed, the actual recovery of supply may be delayed longer than expected. While the market is reflecting expectations of an end to the war in oil prices, it is pointed out that significant uncertainty still remains on the ground. Ultimately, energy is a strategic asset that is difficult to manage solely through market logic, and national-level stockpiling and supply chain management are becoming increasingly important. On the other hand, U.S. oil and gas companies are benefiting from high oil prices and expanding refining margins, and the competition for global energy hegemony is expected to intensify further in the future. 📌Key Topics Energy security emerging as a top priority in energy policy Blockade of the Strait of Hormuz and global crude oil supply disruptions Benefits for U.S. energy companies and intensifying competition for energy hegemony [This is a summary of the video using AI] 👉Understanding Inquiries: [email protected] 👉Read "Understanding Text". https://contents.premium.naver.com/ba... 👉 Join Understanding Membership    / @understanding.