핵심요약

• 제재 대상은 선박, 석유, 암호화폐, 금, 항공 등 이란 무역 관련 국제 실체들입니다.
• 미국 재무부는 여러 관할권에 걸쳐 거의 60개의 법인, 개인, 선박에 대해 제재를 부과할 예정입니다.
• 제재의 목표는 이란이 '홀로 서기' 전까지 모든 경제적 파이프라인을 차단하는 것입니다.
• 제재는 이란의 '무모함'을 막고 금융 시스템에서 이란을 분리하는 데 중점을 둡니다.

도입

본 기사는 미국 재무부가 이란에 대해 추진하는 새로운 경제 제재의 배경과 목표를 다루고 있습니다. 이는 단순한 외교적 조치를 넘어, 글로벌 금융 시스템 내에서 이란의 경제적 영향력을 차단하려는 미국의 강력한 의지를 반영합니다. 투자자들은 이러한 제재가 국제 에너지 시장, 금융 거래의 안정성, 그리고 글로벌 공급망에 미칠 파급 효과를 면밀히 분석해야 합니다. 즉, 지정학적 갈등이 어떻게 실물 경제와 금융 시장에 직접적인 영향을 미치는지 이해하는 것이 중요합니다.

본문 1: 금융 제재의 범위와 목표

재무부는 선박, 석유, 암호화폐, 금, 항공 등 이란과의 무역을 용이하게 하는 국제 실체들을 대상으로 제재를 발표했습니다. 이는 이란의 경제적 연결고리를 다각도로 차단하려는 포괄적인 접근 방식을 보여줍니다. 특히, 이란의 금융 활동을 지원하는 모든 주체에 대한 제재는 이란의 자립을 강제하려는 목표를 명확히 합니다. 이러한 조치는 단순한 무역 제한을 넘어, 국제 금융 시스템에서 이란을 분리시키려는 '경제적 봉쇄'의 성격을 가집니다. 이는 국제 무역 흐름과 자본 이동에 대한 미국의 통제력을 강화하는 행위로 해석됩니다.

본문 2: 제재 회피와 지정학적 역학 관계

이러한 제재 조치에도 불구하고 이란은 과거에도 새로운 법인 회사들을 설립하여 제재를 성공적으로 회피해 왔습니다. 이는 제재가 실제 경제적 효과를 내기 위해서는 국제적 협력과 강력한 집행 메커니즘이 필수적임을 시사합니다. 또한, 베센트 장관은 이란과의 무역 파트너들에게 '조용한 외교'를 통해 제재 위반의 결과를 경고하고 있으며, 이는 경제적 압박과 외교적 압박이 상호작용하는 지정학적 역학 관계를 보여줍니다. 제재의 성공 여부는 미국뿐만 아니라 국제 사회의 일관된 대응과 협력에 달려 있습니다.

본문 3: 글로벌 공급망 및 장기적 위험

이번 제재는 글로벌 공급망의 취약점을 드러냅니다. 석유 및 에너지 관련 제재는 국제 에너지 가격에 직접적인 변동성을 야기하며, 이는 전 세계 산업의 비용 구조에 영향을 미칩니다. 또한, 암호화폐 및 귀금속 관련 제재는 비정형 자산 시장의 규제와 흐름에 영향을 미치며, 이는 금융 시장 전반의 위험 관리 전략을 재검토하게 만듭니다. 장기적으로 볼 때, 이러한 일방적인 경제적 분리는 국제 무역 질서의 재편과 새로운 경제 블록 형성이라는 지정학적 변화를 촉진할 가능성이 있습니다. 따라서 제재의 효과를 넘어, 장기적인 경제적 안정성을 확보하기 위한 다자간 협력의 필요성이 더욱 강조됩니다.

결론

미국의 새로운 제재는 이란에 대한 경제적 고립을 가속화하려는 강력한 정책적 의도를 담고 있습니다. 이는 단기적으로 글로벌 에너지 및 금융 시장에 불확실성을 높일 수 있으나, 장기적으로는 국제 사회가 일관된 규범을 통해 경제적 압박을 집행하는 데 있어 중요한 선례를 남길 수 있습니다. 향후 시장은 이러한 제재가 실제 무역 흐름과 금융 시스템에 어떤 구체적인 영향을 미치는지에 초점을 맞추어 관찰할 필요가 있습니다. 특히 국제 금융 기관들의 대응과 제재 회피 전략에 주목해야 할 것입니다.

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원문 링크: https://news.google.com/rss/articles/CBMihwFBVV95cUxPakFvUTN2Rk5LWkFMT2ZVQXVXcVZTbzRRZ1JXa2loVmxOWnQxZTNhRHpKb3p5NmNwTUY2UTY1dVItZW4zZnlkVk5qUDBQRUxmUkNpYkZZaC1RV1UxMlhqVmRHRy1fV2F4VW5NaDhaVllMUzc3MkVHS3g3b1hNRnVPX2xlVGNtWEE?oc=5

Bessent threatens new Iran secondary sanctions, says Trump asking world leaders to cooperate - NBC News

Treasury Secretary Scott Bessent announced plans for a wave of new sanctions Monday aimed at further isolating Iran, after threatening the Islamic Republic with “an economic D-Day.” The sanctions will target international entities engaged in facilitating Iranian trade related to shipping, oil, crypto, gold and aviation. He said President Donald Trump was making phone calls to world leaders with “specific requests” to cease trading with the Iranian regime. Bessent said the U.S. was launching an “economic onslaught” against Iran’s financial connections “around the globe” in order to “sever every economic pipeline” used by Iran “until Tehran stands alone.” Treasury announced Monday it is sanctioning nearly 60 corporations, individuals and vessels in multiple jurisdictions that it says enable the Iranian regime’s “recklessness.” That list includes multiple Chinese nationals. China has said it is illegal for its citizens to comply with unilateral U.S. sanctions. Bessent said the U.S. was engaging in “quiet diplomacy” with Iranian trade partners to warn them of the consequences for continuing to trade with Tehran. Any entity that facilitates money laundering on behalf of Iran will be removed from the U.S. dollar system, he said. “No one is above the reach of U.S. sanctions,” Bessent said, adding there was now a “cure period” for nations to end the targeted relations with Iran. Yet Bessent did not lay out any immediate concrete actions against other countries. Markets showed little reaction to Bessent’s remarks. The U.S. has for decades imposed direct sanctions on Iran and any businesses involved in prohibited activities like weapons procurement. But Iran has, in many cases, successfully evaded the sanctions by standing up new front companies. Bessent promised Sunday to launch “the single greatest financial offensive ever,” in an op-ed in the Financial Times. “The world should understand that our objective is to sever every economic lifeline that sustains the tyrannical regime until Tehran stands alone,” he wrote, adding that any country partnering with Iran would also be financially isolated. Monday’s actions are designed to target “secondary” countries whose trade and business relations still benefit Iran. Ahead of the announcement, the United Arab Emirates, a close U.S. ally whose leadership has forged close ties with the Trump administration, announced it was ending all trade relations with Iran. Experts say the success of Bessent’s announcement will hinge on whether Iran’s most powerful trading partners — China, India, and Russia — decide the U.S. threats are credible. “If you’re a country like Russia or China, you see Iran as ally, and you’re not just going to suddenly stop trading with them — that damages Moscow’s credibility in eyes of their friends around the world,” said Andrew Gawthrope, a university lecturer at the University of Leiden specializing in U.S. foreign policy. “There’s just not much U.S. can do to these countries to make them go along with this.” It’s been nearly six months since the U.S. and Israel attacked Iran on the premise of preventing it from obtaining a nuclear weapon. The U.S. has racked up its own costs. Defense Secretary Pete Hegseth said last month that the war has cost the U.S. $37.5 billion, though estimates put the all-in economic impact at as much as $150 billion. Moody’s Analytics Chief Economist Mark Zandi told NBC News last month he estimated the war has cost the average U.S. household more than $1,200 in higher energy and grocery costs alone. The war has also become a political liability for Trump ahead of November’s midterm elections, with his approval rating dropping to its lowest level of either of his presidential terms. Economists say that in addition to higher gas prices, the war has also helped contribute to the current turmoil in the bond market that’s led to extraordinary intervention by the Treasury Department. While Bessent was speaking Mohammad Bagher Ghalibaf the speaker of Iran’s Parliament, who until recently had been leading Iran’s negotiation team to end the war, took to X. “Americans know that no one buys their bombast; the United States is not in an economic position to further restrict its relations with other countries,” he wrote. “Iran’s trading partners, both in the media and through messages sent to us, have made it clear that they don’t take these statements into account anywhere. Ahead the speech, the country’s Deputy Foreign Minister Kazem Gharibabadi also posted on X to question whether Bessent’s plan was “an admission of America’s defeat?” Referencing previous American claims that Iran’s military capabilities had been destroyed, he said that “dealing with this very Iran has required the ‘largest financial offensive in history’ and the mobilization of ‘all of America’s institutions and authorities.’” The head of Iran’s Central Bank, Abdolnaser Hemmati, told the semi-official Tasnim news agency that the U.S. had “done everything it could in terms of sanctions up to now and the recent claims do not introduce any new restrictions or additional pressure.” Iran had been anticipating “difficult conditions” since the war began in February “and began stockpiling foreign currency,” he said in comments that were published ahead of Bessent’s announcement. This had enabled the country “to give a firm commitment that we would provide the foreign currency needed for essential goods and medicine,” he said. In Tehran’s sprawling Grand Bazaar, long a center of conservatism in Iranian politics and still an economic force within the country, there was a heavy police presence and some expressed frustration at the value of Iran’s currency, the Rial. With gas prices on the rise and long lines reported at some gas stations, authorities in the country appeared concerned that protests could break out. And Ahmadreza Radan, the chief commander of Iran’s police told Tasnim that the U.S. was “seeking to create unrest in part of the country or throughout the country and there are many potential pretexts, including issues related to people’s livelihoods, petrol, the economy and unemployment.” Violent demonstrations left thousands dead in January and thousands more were arrested by the country’s hardline regime after people took to the streets to call for an end to the country’s theocratic rule. While President Donald Trump hoped for people to rise up against the country’s hardline rulers early on in the war, Iran’s authoritarian government appears to have tightened its grip on power since the start of the war. While Iran’s Supreme Leader Ayatollah Ali Khamenei was killed at the start of the war along with several other senior officials, his son and successor Mojtaba Khamenei appears to to be equally hard-line. And he has elevated a group of veteran hard-liners from the country’s security and military establishment since he took over.

Source: https://news.google.com/rss/articles/CBMihwFBVV95cUxPakFvUTN2Rk5LWkFMT2ZVQXVXcVZTbzRRZ1JXa2loVmxOWnQxZTNhRHpKb3p5NmNwTUY2UTY1dVItZW4zZnlkVk5qUDBQRUxmUkNpYkZZaC1RV1UxMlhqVmRHRy1fV2F4VW5NaDhaVllMUzc3MkVHS3g3b1hNRnVPX2xlVGNtWEE?oc=5