호르무즈 해협 통과선박 37척, 이란 경고에도 20척은 대체 루트 이용
Hormuz traffic flows despite ship attack as Trump accuses Iran of ‘foolish’ ceasefire breach - NBC News
호르무즈 해협의 수송량 회복 추세로 정치적 리스크는 이미 반영된 것으로 보이나, 이란의 경고로 인해 상향 가능성은 제한적입니다.
핵심 요약
호르무즈 해협을 통한 선박 통행은 37척으로, 이란의 경고에도 불구하고 20척이 대체 루트를 이용하고 있습니다.
핵심요약
- 호르무즈 해협을 통한 선박 통행은 37척으로 확인되었습니다.
- 그 중 20척은 이란의 경고에도 불구하고 대체 루트를 이용했습니다.
- 이란은 지정된 경로를 따르지 않는 선박에 대해 안전한 통행 보장을 제공하지 않을 것입니다.
- 국제해사기구(IMO)는 대체 경로를 조정했지만 에버러블리 호가 공격당한 후 대피 작전을 중단했습니다.
도입
이란과 미국의 호르무즈 해협 통제권 다툼이 심화되면서 해상 교통의 안정성이 위협받고 있습니다. 이 문제는 글로벌 석유 수송에 직접적인 영향을 미치며, 투자자에게는 에너지 시장 변동성과 지정학적 리스크를 고려해야 하는 상황을 제시합니다.
본문 1: 호르무즈 해협의 전략적 중요성
호르무즈 해협은 세계 석유 수출의 30%가 통과하는 핵심 해상 루트입니다. 이란의 경고에도 불구하고 20척의 선박이 대체 루트를 이용한 것은 이란의 통제력을 약화시키고 있다는 신호로 해석될 수 있습니다. 이란이 안전한 통행 보장을 제공하지 않겠다는 위협은 해상 보험료 인상과 선박 운항 비용 증가로 이어질 가능성이 높습니다. 이는 글로벌 석유 공급망에 변동성을 초래할 수 있습니다.
본문 2: 국제해사기구의 역할과 한계
국제해사기구(IMO)는 대체 경로를 조정했지만 에버러블리 호가 공격당한 후 대피 작전을 중단했습니다. 이는 IMO의 권한과 자원의 한계를 보여주며, 국제 사회의 협력이 부족할 경우 호르무즈 해협의 안전을 유지하는 데 어려움이 있을 수 있습니다. 이란의 단독적인 행동이 국제적 규범을 무시하는 사례로 이어질 가능성도 있습니다.
결론
호르무즈 해협의 안정성은 글로벌 에너지 시장과 해상 교통에 중요한 영향을 미칩니다. 이란과 미국의 갈등이 지속될 경우, 해상 보험료 인상과 운항 비용 증가로 이어질 수 있으며, 이는 석유 가격 변동성과 공급망 불안정성을 초래할 수 있습니다. 향후 호르무즈 해협의 안전을 유지하기 위해 국제 사회의 협력이 필요할 것으로 보입니다.
Original Article
Hormuz traffic flows despite ship attack as Trump accuses Iran of ‘foolish’ ceasefire breach - NBC News
A trickle of marine traffic was passing through the Strait of Hormuz on Friday despite an attack on a ship in the vital waterway a day earlier, as Iran reiterated its warnings for ships to follow a Tehran-approved route. A flow of vessels transiting via an alternative route close to Oman in recent days has drawn Iran’s ire, as it works to maintain its grip on the key trade route despite the United States’ assertion that the strait is open. The two sides have been engaged in a public dispute over the future of the waterway as they clash over the terms of their initial deal to end the war, with Iran intent on maintaining its leverage while American and global officials insist transit must be free. At least 37 vessels had transited the strait or are in the process of doing so since Thursday’s incident involving a container ship from Taiwan-based shipping giant Evergreen Marine, an NBC News review of MarineTraffic data showed. Despite Iran’s threats, 20 of those ships had taken a route far south of Iran that hugs the coastline of the United Arab Emirates and bends along Oman’s Musandam Peninsula, avoiding Iranian waters. Iran has warned that it cannot guarantee safety for ships not following a specified route close to the Iranian coastline. Its newly-formed Persian Gulf Strait Authority warned Thursday that such ships will not be covered by safe passage guarantees and warned that any “consequences” will be the responsibility of the vessels and their owners. Iran’s semi-official Mehr News Agency said Friday that three oil tankers had altered their course and returned toward the Persian Gulf after receiving warnings from Iran’s naval forces. The International Maritime Organization (IMO), the U.N.’s maritime agency, had coordinated the alternative route. The body announced a plan this week to evacuate 11,000 sailors, but suspended the operation after the attack on Ever Lovely. IMO Secretary-General Arsenio Dominguez said the struck vessel “did not transit under IMO’s evacuation framework.” The Singapore-flagged Ever Lovely was sailing close to Oman on Thursday and was along its northernmost coast when it was struck on its starboard side by an “unknown object,” its owner company, Evergreen Marine, said in a statement to the Taiwanese stock exchange on Friday. The ship sustained damage to its bridge windows, but no injuries were reported, and the cargo onboard was safe, the company said. “The main engine and all navigation equipment continued to operate,” and its seaworthiness was not impacted as it departed the Strait of Hormuz, it added. Iran has not publicly acknowledged the incident. In a Truth Social post on Friday, President Donald Trump said that Iran had fired four drones at ships. He wrote: “One of the Drones solidly hit the upper deck of a large and very expensive Cargo Carrying Ship. Damage was done, but the Ship was able to proceed on its way. We knocked down three other Drones.” “Obviously, this is a foolish violation of our Ceasefire Agreement,” Trump added. Singapore’s Maritime and Port Authority said in a statement that it was “deeply concerned about the incident, which was unprovoked, unjustifiable, and a breach of international law.” The memorandum of understanding signed by the U.S. and Iran last week stated that Iran would “make arrangements using its best efforts for the safe passage of commercial vessels with no charge for 60 days only from the Persian Gulf to the Sea of Oman and vice versa.” The differences between the U.S., which says that ships must be able to pass freely, and Iran, which insists that ships can only move through Iranian waters, have since exploded in public, with Iran’s navy issuing stern warnings to ships moving through other routes, and the U.S. blasting Iran for continuing to control the traffic. Iran’s Deputy Foreign Minister Kazem Gharibabadi said Friday that safe passage through the strait “cannot be guaranteed through vague arrangements, parallel routes, or decision-making conducted outside of Iran’s considerations as a coastal state.” He said that “any valid framework must be based on coordination with Iran.” “Otherwise, the result will be the suspension of the designated parallel route.” His comments followed a meeting of Secretary of State Marco Rubio and the Gulf Cooperation Council on Thursday, after which a joint statement said: “Ministers rejected any tolls, fees, or attempts to assert control over the Strait.”