미국-이란 전쟁 종결 협상 중, 호르무즈 해협 11,000명 선원 구조 계획 발표
Iran's president heads to Pakistan as U.S.-Iran teams work on war-ending deal - South Carolina Public Radio
미국-이란 협상과 이란-파키스탄 간 협상의 진전이 엇갈리는 상황에서 단기적인 시장 방향성을 예측하기 어렵습니다.
핵심 요약
호르무즈 해협에서 11,000명의 선원이 구조될 예정인 가운데 미국과 이란의 전쟁 종결 협상이 계속되고 있습니다.
핵심요약
- 호르무즈 해협에 11,000명의 선원이 갇힌 상태
- 이란, 핵 시설 검사 일정 없음 vs 미국, 검사 합의 주장
- 국제해사기구가 선원 구조 계획 발표
- 파키스탄, 미국-이란 협상 중재 역할 수행
도입
이번 기사에서 미국과 이란의 전쟁 종결 협상 진행 상황과 호르무즈 해협의 선원 구조 계획이 강조되고 있습니다. 투자자에게는 에너지 시장의 안정성과 지정학적 리스크가 주요 관심사입니다.
본문 1: 호르무즈 해협의 전략적 중요성
호르무즈 해협은 세계 석유와 천연가스의 20%가 통과하는 중요한 해상 루트입니다. 11,000명의 선원이 갇힌 현 상황은 에너지 공급망에 미칠 수 있는 리스크를 보여줍니다. 국제해사기구의 구조 계획은 지역 국가들과의 협력 강화 필요성을 시사합니다. 이 지역에서의 안정성은 석유 가격 변동성과 밀접한 관련이 있습니다.
본문 2: 미국-이란 협상과 핵 검사 문제
미국과 이란의 협상 과정에서 핵 시설 검사 일정에 대한 갈등이 드러났습니다. 이란 외무부는 검사 일정이 없으며, 미국은 검사가 합의되었다고 주장하고 있습니다. 이는 협상의 진전 속도에 영향을 미칠 수 있으며, 국제원자력기구의 역할이 중요해질 전망입니다. 핵 검사의 투명성 확보는 협상의 성공 여부에 결정적 역할을 할 것입니다.
결론
호르무즈 해협의 안정화와 미국-이란 협상의 진전은 에너지 시장의 변동성을 결정하는 핵심 요소입니다. 향후 국제원자력기구의 역할과 지역 국가들의 협력 강화가 주목될 전망입니다.
Original Article
Iran's president heads to Pakistan as U.S.-Iran teams work on war-ending deal - South Carolina Public Radio
Updated June 23, 2026 at 12:09 PM EDT
ISLAMABAD — The U.S. and Iran were in dispute Tuesday over whether Tehran had agreed to allow U.N. inspectors to view bombed Iranian nuclear sites, as officials mediated talks on a permanent end to their war and violence broke out again in Lebanon.
The differing accounts came as Iran's president met with Pakistani officials mediating negotiations and while technical teams were working on details following talks in Switzerland between the U.S. and Iran.
As those talks continued, a break in the shipping bottleneck through the Strait of Hormuz appeared to be in the works.
The International Maritime Organization, a United Nations agency, announced Tuesday that a plan is underway to evacuate 11,000 stranded seafarers through the strait, the narrow mouth of the Persian Gulf through which a fifth of all oil and natural gas traded before the war.
Earlier in the day, Iran's Foreign Ministry spokesperson Esmail Baghaei told reporters in Tehran that U.N. inspectors were not scheduled to examine the nuclear sites bombed by the U.S. last year, refuting comments made a day before by U.S. Vice President JD Vance. In response, President Donald Trump posted on social media that Iran had agreed to nuclear inspections long into the future, saying that without this concession "there would be no further negotiations!"
The International Atomic Energy Agency has not responded to requests for comment over its possible role. It has been in and out of Iran since Israel's 12-day war in 2025, but has not been granted access to bombed enrichment sites targeted by the U.S.
The plan to evacuate thousands of seafarers is being done in cooperation with Iran, Oman, all other coastal states in the region, the United States and the maritime industry, according to the secretary-general of the International Maritime Organization, Arsenio Dominguez.
"We have secured the necessary safety guarantees and have thoroughly verified the conditions for safe navigation to support these operations," he said in a statement.
But the uneasy ceasefire already has been tested by Iran saying it closed the strait again over fighting between Israel and the Iranian-backed militia Hezbollah in Lebanon.
The U.S. has said that negotiators have discussed "mechanisms" to ensure that the Strait of Hormuz, a key waterway for oil transit that Iran effectively blocked during the war, remains open. Ship traffic is increasing but questions remain about who controls the strait.
Data and analytics company Kpler confirmed 39 ships crossed through the strait Monday, after about 92 crossings between Friday and Sunday. Prior to the war, roughly 100 ships a day made the journey.
Pezeshkian and Pakistani President Asif Ali Zardari on Tuesday discussed a range of issues, including regional peace and economic cooperation, according to a statement from the presidency in Islamabad.
Iran Foreign Minister Abbas Araghchi also joined the delegation that arrived in Islamabad amid tight security.
It was the Iranian president's first visit since the U.S. and Israel launched war on Iran on Feb. 28. Pezeshkian and Pakistan Prime Minister Shehbaz Sharif were to hold a joint news conference after the discussions.
In the initial talks, marking the start of a 60-day window to reach a permanent deal to end the war, Iran and the U.S. agreed to create a "de-confliction cell" to address the fighting in Lebanon between Israel and the Iranian-backed militant group Hezbollah.
Ahead of his meetings in Pakistan, Pezeshkian cautioned that "the effectiveness of the talks depends on full commitment to the agreed obligations and their precise implementation."
Iran suggested that the talks in Switzerland led to the creation of specific negotiation groups, including those focused on sanctions relief, nuclear issues, reconstruction, and monitoring, according to the state-run IRNA news agency.
The report quoted Kazem Gharibabadi, a deputy foreign minister leading the technical talks, saying the countries also formed a contact mechanism over ships moving through Hormuz and the fighting in Lebanon between Israel and Hezbollah.
Violence flared again in southern Lebanon Tuesday as Israeli soldiers opened fire, killing two people and coming after two days of calm following a ceasefire brokered on Saturday. Any renewal of heavy fighting could threaten the broader diplomatic talks, since Iran has demanded that a full truce in Lebanon be part of any comprehensive deal.
Israel occupies part of Lebanon and insists it must be able to attack militants launching attacks into northern Israel.
The Israeli military said troops fired at four Hezbollah members who were riding a bulldozer and a motorcycle and had entered a security zone and failed to stop despite warning shots. Lebanon's state-run National News Agency reported that the two men were killed next to a bulldozer clearing a road.
No Israeli airstrikes or shelling have been reported since Sunday, a day after a ceasefire was reached, and Hezbollah also has not claimed any attacks in what has been the longest halt in the fighting since the latest Israel-Hezbollah war erupted on March 2.
Following the talks in Switzerland, Vance, who helped lead the negotiations, said if Iranian financial assets were unfrozen, they would be used to buy American-grown corn, wheat and soy.
Vance also said the U.S. and Qatar would have approval over the process. However, Iran has no current demand for U.S. crops and its foreign ministry spokesperson said Tuesday that Tehran's decisions on what to import would be based on "prices and quality."