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DUBAI/WASHINGTON (Reuters) - The United States blamed Iran for attacks on two oil tankers in the Gulf of Oman on Thursday that drove up oil prices and raised concerns about a new U.S.-Iranian confrontation.


미국은 목요일 오만 만에서 두 개의 유조선 공격에 대해 이란을 비난했다, 새로운 미국과 이란 대립에 관한 우려를 증식시키고 유가가 상승했다.


Iran “categorically rejects the U.S. unfounded claim(근거없는 주장) with regard to 13 June oil tanker incidents and condemns it in the strongest possible terms,” the Iranian mission to the United Nations said in a statement on Thursday evening.


이란은 단정적으로 6월 13일 유조선 사건에 대해 미국의 근거없는 주장을 부정하고 가능한 가장 센 용어로 그 주장을 비난한다. UN에 있는 이란 파견인이 목요일 저녁 성명 발표하면서 말했다.


It was not immediately clear what befell the Norwegian-owned Front Altair or the Japanese-owned Kokuka Courageous, which both experienced explosions, forcing crews to abandon ship and leave the vessels adrift in waters between Gulf Arab states and Iran. 


노르웨이 소유의 Front Altair 또는 일본 소유의 Kokuka Courageous에게 어떤 안 좋은 일이 닥쳤는 지는 바로 알려지지는 않았다, 두 유조선 모두 폭발을 겪었고 선원들에게 배를 버리고 아랍주 만과 이란 사이에 선박을 바다에 표류시키게 나두었다.


One source said the blast on the Front Altair, which caught fire and sent a huge plume of smoke into the air, may have been caused by a magnetic mine.


어떤 정보원에 따르면 Front Altair의 폭발은, 불이 붙고 상공에 거대한 연기 기둥이 올라왔던 폭발인데, 자기(자석) 기뢰에 의해 촉발되었을 것이라 했다.


The firm that chartered the Kokuka Courageous tanker said it was hit by a suspected torpedo, but a person with knowledge of the matter said torpedoes were not used.  



Kokuka Courageous 유조선을 소유한 회사는 수상한 어뢰에 피격되었다고 말했지만, 한 전문가는 어뢰가 사용되지 않았다고 했다. 



An unexploded device, believed to be a limpet mine, was spotted on the side of the Japanese tanker, a U.S. official told Reuters, speaking on condition of anonymity. If confirmed, the next steps might be to deactivate or detonate the device.


선체 부착 지뢰라 의심되는 폭파되지 않은 장치가 일본 유조선의 측면에서 관측되었다고 미국 당국이 로이터 통신에게 말했다, 익명성을 조건으로. 이것이 확인된다면, 다음 단계는 장치를 비활성화 시키거나 폭파시킬 것이다.  


Crude oil prices spiked more than 4% after the attacks near the entrance to the Strait of Hormuz, a crucial shipping artery for Saudi Arabia and other Gulf energy producers. Prices later settled about 2% higher.


사우디 아라비아와 다른 걸프 에너지 생산자들에게 중요한 해상 수송 동맥인 호르무즈 해협 출입구 근처에서 공격이 벌어진 후에 크루드 오일 가격은 4% 이상 급등했다, 유가는 나중에 플러스 2%로 유지되었다. 


The United States, which has accused Iran or its proxies of carrying out a May 12 attack on four tankers off the United Arab Emirates’ coast as well as May 14 drone strikes on two Saudi oil-pumping stations, squarely(정면으로) blamed Iran for Thursday’s attacks.


5월 12일 UAE 해안에 4개의 유조선 공격을 감행하고 5월 14일 2개의 사우디 오일 펌핑 공장에 드론이 공격한 대리인으로서 이란에게 혐의를 제기한 미국은 목요일 공격이 이란 탓이라고 정면으로 비난했다. 


“It is the assessment of the United States government that the Islamic Republic of Iran is responsible for the attacks that occurred in the Gulf of Oman today,” U.S. Secretary of State Mike Pompeo told reporters.

"오늘 오만 만에서 일어난 공격에 대한 책임은 이란 이슬람 연합국에 있다는 것이 미국 정부의 평가입니다." 

미국 마이크 폼페이오 국무 장관이 리포터들에게 말했다. 

Pompeo did not provide explicit evidence to back up the U.S. assertion.

폼페이오 장관은 미국의 주장을 증명할 명확한 근거는 제공하지 않았다.

“This assessment is based on intelligence, the weapons used, the level of expertise needed to execute the operation, recent similar Iranian attacks on shipping, and the fact that no proxy group operating in the area has the resources and proficiency to act with such a high degree of sophistication,” Pompeo said.

"이 평가는 정보에 근거합니다, 무기가 사용되었고, 작전을 수행하는데 필요한 전문 지식 수준, 선박에 대한 이란인들의 최근 유사한 공격들, 그리고 이 영역에 활동하는 대리인 그룹(proxy group)이 고도의 정밀함을 가지고 수행할 자원과 숙련도가 없다는 정보입니다." 폼페이오가 말했다.


U.S. and European security officials as well as regional analysts cautioned, however, against jumping to conclusions, leaving open the possibility that Iranian proxies, or someone else entirely, might have been responsible.

하지만 미국과 유럽 안보 관리들과 지역 분석가들은 성급히 결론에 다다르는 것에 경고했다, 이란 대리인 혹은 완전히 다른 누군가가 책임이 있을 가능성을 염두해야 한다고 했다. 


“There are lots of moving parts and ‘facts’ at the moment, so my only advice would be treat things with extra caution,” said one security official, who spoke on condition of anonymity.

현 시점에서 유동적인 부분과 '사실'이 많이 존재한다, 그래서 내 사견으로는 극도로 조심히 사안을 다뤄야 한다고 생각한다, 익명의 안보 관리가 말했다. 


‘SUSPICIOUS’ '의심스러운'


Tensions between Iran and the United States, along with its allies including Saudi Arabia, have risen since U.S. President Donald Trump pulled out of(철수하다) a deal last year between Iran and global powers that aimed to curb Tehran’s nuclear ambitions in exchange for sanctions relief.


이란과 미국 사이의 긴장감, 사우디 아라비아를 포함한 동맹국도 마찬가지로, 긴장감은 증대되어왔다, 미국 트럼프 대통령이 작년에 이란과 제제 완화를 대가로 테헤란의 핵 욕망을 꺾으려는 의도를 가진 국제 권력 사이의 협상에서 철수했을 때부터. 


Iran has repeatedly warned it would block the Strait of Hormuz if it cannot sell its oil because of U.S. sanctions.

이란은 반복적으로 호르무즈 해협을 봉쇄하겠다고 경고했다, 미국의 제제로 인해 이란의 기름을 팔지 못하게 된다면.

Tensions have increased further since Trump acted at the beginning of May to force Iran’s oil customers to slash their imports to zero or face draconian(드라코니언, 엄격한) U.S. financial sanctions.

긴장감은 더욱 올랐다, 트럼프가 5월초 이란 석유 고객들에게 수입을 중단하지 않으면 엄격한 미국의 금융제재에 직면하게 될 것이라 압박을 한 후부터. 

Iran’s oil exports have dropped to around 400,000 barrels per day in May from 2.5 million bpd in April last year.

이란의 석유 수출량은 작년 4월 일당 250만 배럴에서 올해 5월 40만 배럴로 감소해왔다. 

In May, the Trump administration also said it would send more troops to the Middle East, citing what it saw as a threat of potential attack by Iran.


또한 5월에 트럼프 행정부는 중동에 더 많은 군대를 파견할 것이라 말했다, 이란에 의한 잠재적 공격에 대한 위협을 언급하면서. 


Iranian Foreign Minister Mohammad Javad Zarif described the tanker explosions as “suspicious” on Twitter and called for regional dialogue. Tehran has denied responsibility for the May 12 attacks.

The crews of both ships struck on Thursday were picked up safely. The Bahrain-based U.S. Navy Fifth Fleet said it had assisted the two tankers after receiving distress calls.

U.N. Secretary-General Antonio Guterres told a meeting of the Security Council on cooperation between the United Nations and the League of Arab States that the world could not afford “a major confrontation in the Gulf region”.

The Security Council discussed the attacks behind closed doors on Thursday at the request of the United States.

Kuwait’s U.N. ambassador, Mansour Al-Otaibi, president of the council for June, said after the meeting that all 15 council members had condemned the attacks.

When asked if the United States had shown any evidence to support its accusation that Iran was responsible, Al-Otaibi told reporters: “We didn’t discuss any evidence.”

IRAN, U.S. SAY WAR SHOULD BE AVOIDED

Both Iran and the United States have said they want to avoid war.

“Iran will never initiate a war but will give a crushing response to any aggression,” Iranian President Hassan Rouhani said on Wednesday.


U.S. Central Command said in a statement on Thursday evening that “we have no interest in engaging in a new conflict in the Middle East. We will defend our interests, but a war with Iran is not in our strategic interest, nor in the best interest of the international community.”

Pompeo said U.S. policy remained making economic and diplomatic efforts to bring Iran back to negotiations on a broader deal.

The Iranian U.N. mission’s statement said: “It is ironic that the U.S. who unlawfully withdrew from the Joint Comprehensive Plan of Action now calls Iran to come back to negotiations and diplomacy,” using the formal name of the 2015 nuclear accord.

In abandoning the deal, Trump made clear he wanted Iran to curb not merely its nuclear work but its development of missiles and support for proxy forces in Iraq, Syria, Lebanon and Yemen.

Some regional analysts said they thought the attacks were likely to have been carried out by Iran and described them as a way for Tehran to try to acquire negotiating leverage and perhaps increase global pressure for U.S.-Iran talks.

“There is always the possibility that somebody is trying to blame the Iranians,” said Jon Alterman of Washington’s Center for Strategic and International Studies, referring to a so-called false flag operation to implicate another nation.

“But there is the greater likelihood that this represents an effort to bolster Iranian diplomacy by creating a perceived international urgency to have the United States and Iran talk,” Alterman said.

By publicly blaming Iran, the administration may hope to get Tehran to stop such attacks, said U.S. foreign policy veteran Dennis Ross, now at the Washington Institute for Near East Policy.

“By attributing responsibility, by elevating and publicizing it, (they may hope) that the Iranians will realize they need to take a step back,” said Ross, adding: “I’m not sure that is going to be the result.”

“The Iranians, in response to our maximum pressure, are practicing their own version of maximum pressure,” he said.

Japanese Prime Minister Shinzo Abe was visiting Tehran when Thursday’s attacks occurred, carrying a message for Iran from Trump. Abe, whose country was a big importer of Iranian oil until Trump ratcheted up sanctions, urged all sides not to let tensions increase.

Iran said it would not respond to Trump’s overture, the substance of which was not made public.


https://www.reuters.com/article/us-mideast-tanker/u-s-blames-iran-for-tanker-attacks-in-gulf-of-oman-iran-rejects-assertion-idUSKCN1TE0OI

Comment of Overwatch

미국은 증산하고 있지만 이란은 감산하고 있다. 

미국은 셰일가스 혁명으로 인해 석유 생산량이 증가하고 있다.

그래서 공급 증가로 인해 유가는 하락하고 있다. 

그러나 이란의 입장에서는 수익성이 악화되고 있기 때문에 공급을 줄이고 있다.

둘이 경쟁하고 있는 가운데, 이란이 유조선 두 대를 터트렸다고 미국에게 의심받고 있다. 

유조선이 터져 공급을 못하게 되면 유가는 오르고 이는 이란입장에서 호재이기 때문에 미국으로부터 이러한 의심을 받고 있다.

정확한 용의자는 밝혀지지 않은 상태에서 여러 추측이 나오고 있는 상황이다. 

실제로 속보가 나온 이후 유가는 4% 급등했다.















posted by 투자Master

WASHINGTON (Reuters) - U.S. consumer prices barely rose in May, pointing to moderate inflation that together with a slowing economy increased pressure on the Federal Reserve to cut interest rates this year.

 

미국 소비자 가격은 5월에 간신히 상승했다, 올해 금리 인하하기 위해서 연준에 더욱 압력을 가하는 느린 경제와 함께 완만한 인플레이션이 지적되었다.

 

But the report from the Labor Department on Wednesday will likely not shift Fed officials’ views that temporary factors are behind the weak inflation readings. Airline fares, among the transitory factors identified by Fed Chairman Jerome Powell, rebounded and apparel prices stabilized after two straight monthly decreases.

 

U.S. central bank policymakers are scheduled to meet on June 18-19 against the backdrop of rising trade tensions, slowing growth and a sharp step-down in hiring in May that has led financial markets to price in at least two rate cuts by the end of 2019. A rate cut is not expected next Wednesday.

 

“This soft inflation backdrop reinforces our call for two (rate) cuts later this year,” said Michael Feroli, an economist at JPMorgan in New York. “We think next week is probably too soon to expect that action, given that growth is still holding in and trade-related risks remain two-sided.”

 

The consumer price index edged up 0.1% last month as a rebound in the cost of food was offset by cheaper gasoline, the government said. The CPI gained 0.3% in April.

 

In the 12 months through May, the CPI increased 1.8%, slowing from April’s 1.9% gain. May’s rise in the CPI was broadly in line with economists’ expectations.

 

Excluding the volatile food and energy components, the CPI nudged up 0.1% for the fourth straight month, the longest such stretch since April 2017. The so-called core CPI was held down by a sharp decline in the prices of used cars and trucks as well as motor vehicle insurance.

 

In the 12 months through May, the so-called core CPI rose 2.0% after advancing 2.1% in April.

 

U.S. Treasury prices were trading mostly higher, while the dollar was little changed against a basket of currencies. Stocks on Wall Street slipped as the rate-cut hopes were overshadowed by investor anxiety over the U.S.-China trade war.

 

 

GROWTH SLOWING

U.S. President Donald Trump in early May slapped additional tariffs of up to 25% on $200 billion of Chinese goods, prompting retaliation by Beijing. Trump on Monday threatened further duties on Chinese imports if no deal was reached when he meets Chinese President Xi Jinping at a G20 summit at the end of this month in Japan.

Economists have warned that the tariffs will undercut the economy, which will celebrate 10 years of expansion in July, the longest in history. Powell said last week the Fed was closely monitoring the implications of the trade war on the economy and would “act as appropriate to sustain the expansion.”

Data so far have suggested a sharp slowdown in U.S. economic growth in the second quarter after a temporary boost from exports and an accumulation of inventory early in the year. Job growth slowed sharply in May. Manufacturing production, exports and home sales dropped in April, while consumer spending cooled.

The Atlanta Fed is forecasting gross domestic product to increase at a 1.4% annualized rate in the April-June quarter. The economy grew at a 3.1% pace in the first quarter.

A survey of chief executive officers published on Wednesday showed unease about trade policy negatively impacting sales expectations as well as capital spending and hiring plans over the next six months.

The Fed’s preferred inflation measure, the core personal consumption expenditures (PCE) price index, increased 1.6 percent in the year to April after gaining 1.5% in March. Data for May will be released later this month. The core PCE price index has been running below the Fed’s 2% target this year.

Gasoline prices fell 0.5% in May after rising 5.7% in April. Food prices rebounded 0.3% in May after dipping 0.1% in the prior month. Owners’ equivalent rent of primary residence, which is what a homeowner would pay to rent or receive from renting a home, increased 0.3% in May after rising 0.3% in April.

Healthcare costs increased 0.3%, matching April’s rise. That mirrored an increase in healthcare costs at the producer level, suggesting a pickup in the core PCE price index in May. There were gains in hospital and doctor fees. But prices for prescription medication fell 0.2%.

Apparel prices were unchanged in May after tumbling 0.8% in the prior month. They had declined for two months in a row after the government introduced a new method and data to calculate apparel prices. Economists expect the duties on Chinese goods to lift apparel prices in the coming months.

“That’s going to change with new tariffs on the way unless apparel companies can teach other nations to knit sweaters as well as Chinese workers can do,” said Chris Rupkey, chief economist at MUFG in New York.

 

Prices for used motor vehicles and trucks tumbled 1.4%. That was the largest drop since last September and marked the fourth straight monthly decrease. The cost of motor vehicle insurance fell 0.4%, the most since May 2007. The cost of recreation also decreased.

But prices for airline tickets rebounded 2.0% after falling for two straight months. Prices for household furnishings and new vehicles rose in May. Household furnishings prices are likely to trend higher in the coming months because of the duties on Chinese imports.

posted by 투자Master

WASHINGTON (Reuters) - U.S. President Donald Trump took a public stance against the use of CIA informants to spy on North Korean leader Kim Jong Un on Tuesday, saying it would not happen on his watch and possibly taking away a valuable tool of the U.S. intelligence community.

워싱턴 (로이터) - 도널드 트럼프 미국 대통령은 화요일에 CIA 정보원을 북한 김정은에 대한 스파이 활동에 이용하는 것에 대해 공개적인 입장을 취했는데, 이는 그의 감시 하에 일어나지 않을 것이며 미국 정보계의 귀중한 도구를 빼앗을 가능성이 있다고 말했다.

 

Trump’s remarks to reporters on the South Lawn of the White House represented a fresh attempt by the president to cozy up to the North Korean leader, a policy that has drawn criticism for seeming to overlook Kim’s autocratic rule.

 

Trump spoke a day after the Wall Street Journal reported that Kim’s slain half-brother, Kim Jong Nam, was a source for the U.S. Central Intelligence Agency. Kim Jong Nam was killed at the airport in Kuala Lumpur, Malaysia, in 2017.

 

“I saw the information about the CIA, with respect to his brother, or half-brother. And I would tell him that would not happen under my auspices, that’s for sure. I wouldn’t let that happen under my auspices,” Trump said.

 

His comments represented the latest in a series of instances in which he has appeared to be at odds with the U.S. intelligence community.

The CIA had no immediate comment on the remarks.

Susan Rice, who was national security adviser for Trump’s Democratic predecessor, Barack Obama, tweeted her reaction to the remarks: “America, this tells you all you need to know about our so-called ‘Commander-in-Chief.’”

Nuclear-armed North Korea, a police state largely sealed off from the outside world that uses extensive networks of informants to spy on their fellow citizens, is considered a “hard target” by the U.S. intelligence community because of the difficulty of recruiting agents.

 

트럼프 대통령이 백악관 남쪽 잔디밭에서 기자들에게 한 발언은 북한 지도자에게 아늑하게 다가가려는 새로운 시도를 의미하는 것으로, 김 위원장의 독재정권을 간과하는 듯한 발언으로 비난을 받아온 정책이다.

월스트리트저널(WSJ)이 김정은의 피살된 이복형인 김정남이 미 중앙정보국(CIA)의 정보원이었다는 보도를 낸 지 하루 만에 트럼프는 발언했다. 김정남은 2017년 말레이시아 쿠알라룸푸르 공항에서 피살되었다.

"나는 CIA에 관한 정보를 그의 동생, 즉 이복동생에 관해서 보았다. 그리고 나는 그에게 그것이 내 보호 아래서는 확실하게 일어나지 않을 것이라고 말하고 싶다. 내 보호 아래 그런 일이 일어나도록 놔두지 않을 것이다"라고 트럼프 대통령이 말했다.

 

Preventing the CIA from being able to recruit sources like Kim’s late half-brother or highly placed North Koreans would deny the agency valuable insights into its leadership and threats to regional and U.S. security.

“The president should understand that to keep the nation safe, the CIA needs to be able to do its job gathering and analyzing intelligence that will support the full range of diplomatic, military, and economic policies and initiatives,” Jung H. Pak, a former senior U.S. intelligence official who specialized in East Asia and is now with the Brookings Institution think tank, wrote in an email.

Washington is seeking to rebuild momentum in stalled talks with Pyongyang, aimed at getting North Korea to dismantle its nuclear weapons program. Trump and Kim last met early this year in Hanoi but failed to reach a denuclearization agreement.

Trump hailed what he called a “beautiful” letter he received from Kim. “I think that something will happen that’s going to be very positive,” he said, while giving no details.

Trump, who has described previous correspondence from Kim as “beautiful letters,” said the most recent one was a “very warm, very nice letter.” He repeated that he believes North Korea has “tremendous potential.”

CIA가 김정일의 이복형이나 고위직 북한 주민과 같은 정보원을 모집하는 것을 막는 것은 CIA의 지도력에 대한 귀중한 통찰력과 지역 및 미국의 안보에 대한 위협을 부정할 것이다.

동아시아를 전문으로 하고 지금은 브룩킹(brooking)에서 활동 중인 박 전 미국 정보국 고위 간부는 "국가를 안전하게 지키기 위해서는 CIA가 외교, 군사, 경제 정책과 이니셔티브의 전 분야를 지원하는 정보 수집과 분석을 할 수 있어야 한다는 점을 이해해야 한다"고 말했다.s 기관 싱크탱크, e-메일에 기록.

미국은 북한이 핵무기 프로그램을 폐기하도록 하기 위해 교착상태에 빠진 북한과의 회담에서 모멘텀을 다시 세우려 하고 있다. 트럼프와 김 위원장은 올해 초 하노이에서 마지막으로 만났지만 비핵화 합의 도출에는 실패했다.

트럼프는 김 위원장에게 받은 이른바 '아름다운' 편지라며 환호했다. 그는 자세한 내용은 밝히지 않은 채 "매우 긍정적인 일이 일어날 것 같다"고 말했다.

김 위원장의 이전 서신을 '아름다운 편지'라고 표현해온 트럼프는 가장 최근의 서신은 '매우 따뜻하고, 매우 좋은 편지'라고 말했다. 그는 북한이 '엄청난 잠재력'을 갖고 있다고 믿는다고 거듭 강조했다.

 

After exchanging insults and war-like rhetoric with Kim early in his presidency, Trump in the past year has repeatedly praised him. They have held two summits as Trump tries to convert what he feels is a warm personal relationship into a diplomatic breakthrough.

North Korean state media called on the United States earlier on Tuesday to “withdraw its hostile policy” toward Pyongyang or agreements made at their first summit in Singapore might become “a blank sheet of paper”.

Trump, speaking a day before the one-year anniversary of their landmark Singapore summit, did not rule out another meeting with Kim. He is due to travel to Japan and South Korea later this month.

Trump said Kim had thus far kept his promises not to test long-range ballistic missiles or conduct underground nuclear tests.

“He’s kept his word to me. That’s very important,” said Trump.

집권 초기 김 위원장과 모욕과 전쟁 같은 언사를 주고받은 트럼프는 지난 1년 동안 거듭 칭찬했다. 두 정상은 트럼프 대통령이 따뜻한 개인적 관계를 외교적 돌파구로 전환하려 할 때 두 차례 정상회담을 가졌다.

앞서 북한 관영 매체들은 화요일에 미국에 북한에 대한 적대적 정책을 철회하라고 요구하거나 싱가포르에서 열린 첫 정상회담에서 이루어진 합의들이 백지화 될 수도 있다.

역사적인 싱가포르 정상회담 1주년을 하루 앞둔 트럼프 대통령은 김 위원장과의 또 다른 만남을 배제하지 않았다. 그는 이달 말 일본과 한국을 방문할 예정이다.

트럼프는 김 위원장이 지금까지 장거리 탄도 미사일 시험이나 지하 핵실험을 하지 않겠다는 약속을 지켰다고 말했다.

"그는 나에게 약속을 지켰다. 그게 굉장히 중요하다"고 말했다고 트럼프 대통령이 전했다.

 

 

In May, North Korea conducted a “strike drill” for multiple launchers, firing tactical guided weapons in a military drill supervised by Kim.

Trump said at the time that those launches did not pose a problem in his eyes, although his advisers called them a violation of U.N. Security Council resolutions.

5월에, 북한 여러 발사대에, 군사 훈련 김에 의해 감독에 전술 안내된 무기들을 발사한“파업 드릴”를 실시했다.

비록 그의 보좌관들 그들 유엔 안보리 결의안 위반이라고 불리는 트럼프는 당시 그 발사 그의 눈에 문제를 제기하지 않았다고 말했다.

posted by 투자Master

2019년 6월 2일 오전 11:30 GMT+9 Updated on 2019년 6월 3일 오전 2:28 GMT+9

  • Says unreasonable U.S. demands led to the collapse of talks
  • 불합리한 미국의 요구는 회담의 파탄을 가져왔다
  • China’s prerequisites for any deal are unchanged: Wang Shouwen

  • 중국의 전제조건은 전혀 변하지 않았다 : Wang Shouwen

China’s government says it’s willing to work with the U.S. to end an escalating trade war but blames President Donald Trump’s administration for the collapse in talks and won’t be pressured into concessions.

중국 정부는 고조되는 무역전쟁을 종식시키기 위해 미국과 기꺼이 협력할 용의가 있지만, 회담의 파탄에 대해 도널드 트럼프 행정부의 탓으로 돌리며 양보를 강요하지는 않을 것이라고 말한다.

Beijing released a white paper on Sunday saying the escalating trade war between the world’s two largest economies hasn’t “made America great again” -- appropriating Trump’s 2016 campaign slogan.

중국은 세계 양대 경제대국간 무역전쟁의 격화가 2016년 트럼프의 선거구호를 타파하는 '미국을 다시 위대하게 만들자'를 하지 못했다고 일요일 백서를 발표했다.

The paper instead contends that the trade actions have done serious harm to the U.S. economy by increasing production costs, causing prices hikes, damaging growth and people’s livelihoods and creating barriers to U.S. exports to China. In short, Trump’s tariffs aren’t helping, China concluded.

대신 이 신문은 이 무역 조치가 생산비를 증가시키고, 물가 상승을 야기하고, 성장과 민생에 해를 끼치고, 미국의 대중 수출에 장벽을 만들어 미국 경제에 심각한 해를 끼쳤다고 주장한다. 한마디로 트럼프의 관세가 도움이 되지 않는다고 중국은 결론지었다.

“It is foreseeable that the latest U.S. tariff hikes on China, far from resolving issues, will only make things worse for all sides,” according to the white paper.

백서에 따르면 "최근 미국의 대중국 관세 인상은 문제 해결과는 거리가 멀고 모든 면에서 상황을 악화만 시킬 것"이라고 예측했다.

The comments come as both sides continue to escalate their dispute, imposing higher tariffs, suggests more levies to come, and threatening each other’s companies. While Presidents Xi Jinping and Trump may meet this month at the Group of 20 summit in Japan, there’s no sign that either is looking to de-escalate or resume negotiations.

이 같은 발언은 양측이 계속 분쟁을 증폭시켜 관세를 더 부과하고, 더 많은 부담금이 올 것임을 시사하며, 서로의 기업을 위협하고 있는 가운데 나온 것이다. 시진핑과 트럼프 대통령이 이번 달 일본에서 열리는 20개국 정상회의에서 만날 수도 있지만, 협상을 철회하거나 재개하려는 움직임은 보이지 않고 있다.

Takes a Yard

Wang Shouwen / Photographer: Stefan Wermuth/Bloomberg

Vice Commerce Minister Wang Shouwen, who led China’s working-level team in the negotiations, denied U.S. accusations that the Asian nation reneged on already agreed provisions. Instead, he accused the U.S. of backtracking repeatedly since 2018 and said when the U.S. is offered an inch, it takes a yard.

협상에서 중국 실무팀을 이끌었던 Wang Shouwen 상무부 차관은 아시아 국가가 이미 합의한 조항을 어겼다는 미국의 비난을 부인했다. 대신 그는 2018년부터 여러차례 미국을 역추적하고 있다며 미국이 조금 양보 받으면 더 많이 가지려 한다고 말했다. 

“Nothing is agreed until everything is agreed,” he said in Beijing on Sunday. China doesn’t want a trade war with the U.S. but won’t shy away from one, according to the white paper, which asserted China’s right to development and sovereignty.

그는 23일 베이징(北京)에서 "모든 것이 합의되기 전까지는 합의된 것이 없다"고 말했다. 중국은 미국과의 무역전쟁을 원하지 않지만 중국의 발전권과 주권을 주장하는 백서에 따르면, 중국은 미국과의 무역전쟁을 피하려 하지 않을 것이라고 한다.

The White House didn’t respond to requests for comment. Both parties must make compromises in any talks, Wang said, adding that the positions of the two sides need to be equal, and the outcome should be mutually beneficial.

백악관은 논평 요청에 응하지 않았다. 왕 부장은 "양측은 어떤 회담에서든 타협을 해야 한다"면서 "양측 입장이 평등해야 하며, 그 결과는 상호 이익이 돼야 한다"고 덧붙였다.

China’s Demands

The prerequisite for a trade deal is that the U.S. should remove all additional tariffs, China’s purchases of goods from the U.S. should be realistic, and there should be a proper balance in the text of the agreement, according to the white paper. That repeats previous statements from chief negotiator Vice Premier Liu He and others.

무역협정의 전제조건은 미국이 모든 추가 관세를 없애야 하고, 중국이 미국에서 물건을 구입하는 것은 현실적이어야 하며, 협정문에는 적절한 균형이 있어야 한다고 백서는 전했다. 이는 Liu He 부총리 등의 기존 발언을 되풀이하는 것이다.

Liu He / Photographer: Alex Edelman/Bloomberg

Wang tried to play down concerns that a planned list of unreliable entitiesthat China announced last week will be used to target foreign companies as a retaliation tool in the trade war.

That might be an “over-interpretation,” Wang said, adding that China welcomed foreign firms that operate within the law. “There’s no grounds to blame China” for starting an investigation into FedEx Corp. mis-routing some packages from Huawei Technologies Co., he said.

Expectations were high that a deal would be finalized when a Chinese delegation came to Washington in early May. Major U.S. stock indexes hit record levels in anticipation of an agreement. Since then, the S&P 500 index has fallen more than 6.5%.

Wang은 중국이 지난 주 발표한 신뢰할 수 없는 기업 목록이 무역전쟁의 보복 수단으로 외국기업을 겨냥하는 데 사용될 것이라는 우려를 애써 축소하려 했다.

Wang은 "지나친 해석일 수 있다"면서 "중국은 법 안에서 운영하는 외국 기업을 환영했다"고 덧붙였다. FedEx가 화웨이 테크놀로지사의 일부 패키지를 잘못 공급한 것에 대해 "중국을 비난할 근거가 없다"고 그는 말했다.

5월 초 중국 대표단이 워싱턴에 왔을 때 협상이 마무리될 것이라는 기대가 컸다. 미국 주요 증시는 약세를 예상해 사상 최저치를 경신했다. 이후 S&P 500지수는 6.5% 이상 하락했다.

Fateful Tweets

But Trump upended the process days before the Chinese team was due to arrive. He issued a pair of tweets on May 5, saying he wasn’t satisfied with the talks and accusing China of reneging on provisions. The U.S. proceeded to raised the tariff rate on $200 billion in Chinese goods to 25% from 10% and has targeted an additional $300 billion in products for duties. China has retaliated.

“They probably wish they made the deal that they had on the table before they tried to renegotiate it,” Trump said May 27 at a press conference in Tokyo. “They would like to make a deal. We’re not ready to make a deal.”

The Chinese white paper said at the most recent talks in May, the U.S. used “intimidation and coercion” and “persisted with exorbitant demands, maintained the additional tariffs imposed since the friction began, and insisted on including mandatory requirements concerning China’s sovereign affairs.”

“The Chinese government rejects the idea that threats of a trade war and continuous tariff hikes can ever help resolve trade and economic issues,” according to the white paper.

Instead, Beijing suggested, “the two countries should push forward consultations based on good faith and credibility in a bid to address issues, narrow differences, expand common interests, and jointly safeguard global economic stability and development.”

하지만 트럼프는 중국 팀이 도착하기 며칠 전에 프로세스를 뒤집었다. 그는 5월 5일 한 쌍의 트윗을 발표했는데, 그는 그 회담이 만족스럽지 못하며 중국이 조항을 어기고 있다고 비난했다. 미국은 중국 상품 2000억달러에 대한 관세율을 10%에서 25%로 상향 조정했으며, 관세용 상품 3000억달러를 추가로 목표로 삼았다. 중국은 보복할 예정이다.

트럼프 대통령은 지난달 27일 도쿄에서 가진 기자회견에서 "그들은 아마 재협상을 시도하기 전에 자신들이 테이블에 올려놓은 거래를 하고 싶어할 것"이라고 말했다. "그들은 거래를 하고 싶어 한다. 하지만 우리는 거래할 준비가 되지 않았다."

중국 백서는 지난 5월 열린 가장 최근 회담에서 미국은 '침략과 강압'과 '과도한 요구'를 사용했으며, 마찰이 시작된 이후 부과된 추가 관세를 유지했으며, 중국의 주권 문제에 관한 의무 규정을 포함시킬 것을 주장했다고 밝혔다.

백서는 "중국 정부는 무역전쟁 위협과 지속적인 관세 인상이 무역과 경제 문제 해결에 도움이 될 수 있다는 아이디어를 거부한다"고 전했다.

대신 중국은 "양국은 문제를 해결하고 이견을 좁히고 공동의 이익을 확대하며 세계 경제 안정과 발전을 공동으로 수호하기 위해 선의와 신뢰에 입각한 협의를 추진해야 한다"고 제안했다.

posted by 투자Master

Markets

China Gears Up to Weaponize Rare Earths in Trade War

중국은 무역전쟁에서 희토류를 무기화할 계획이다

(gears up to : ~할 계획이다 / rare earths : 희토류)

By Jason Rogers

2019년 5월 29일 오전 9:20 GMT+9 Updated on 2019년 5월 29일 오후 12:33 GMT+9

★Chinese media use pointed phrasing to make rare earths threat

중국 언론은 희토류를 위협으로 만들기 위해 날카로운 어투를 사용한다

★President Xi visited rare earths facility earlier this month

시진핑 주석은 이 달 초에 희토류 시설을 방문했다.

Beijing is gearing up to use its dominance of rare earths as a counter in its trade battle with Washington, according to a salvo of media reports in China that included hints from the state planning agency. Stocks of producers surged.

- State planning agency로 부터 나온 힌트를 포함한 다수의 중국 언론의 보고에 따르면, 베이징은 워싱턴과의 무역 싸움에서 보복 조치로 베이징의 희토류 지배권을 사용할 예정이다. 희토류 생산 회사의 주식은 급등했다.

The U.S. shouldn’t underestimate China’s ability to fight the trade war, the People’s Daily, a flagship newspaper of the ruling Communist Party, said in an editorial Wednesday that used some historically significant language on the weight of China’s intent.

미국은 무역 전쟁에서 싸우는 중국의 능력을 간과하면 안 된다고 역사적으로 의미있는 중국의 의도를 실은 발언을 하는데 사용되는 공산당 대표 소식지인 인민일보가 수요 사설에서 전했다. 

The newspaper’s commentary included a rare Chinese phrase that means “don’t say I didn’t warn you.” The specific wording was used by the paper in 1962 before China went to war with India, and “those familiar with Chinese diplomatic language know the weight of this phrase,” the Global Times, a newspaper affiliated with the Communist Party, said in an article last April. It was also used before conflict broke out between China and Vietnam in 1979.

신문의 주석은 "나는 너를 겁주지 않았다고 말하지 마라"라는 의미의 드문 중국식 표현을 실었다. 이 특정한 어구는 중국이 인도와 전쟁을 하기 전에 1962년에 신문에서 사용되었다. 그리고 "중국의 외교 언어에 친숙한 사람은 이 어구의 무게를 안다"고 공산당과 제휴한 신문인 글로벌 타임스가 지난 4월 기사에서 언급했다. 이는 1979년 중국과 베트남 사이에 갈등이 일어나기 전에도 사용되었다.

On rare earths specifically, the People’s Daily said it isn’t hard to answer the question whether China will use the elements as retaliation in the trade war.

희토류에 대해서는, 인민일보는 중국이 무역전쟁에 보복으로서 희토류를 사용할 지 말지에 대한 물음에 대답하는 것은 어렵지 않다고 전했다. 

Big Share

About 80% of U.S. rare earths supplies come from China

미국에 공급되는 희토류 약 80%가 중국으로부터 수입된다. 

Source: U.S. Geological Survey

China is “seriously” considering restricting rare earth exports to the U.S. and may also implement other countermeasures, the editor-in-chief of the Global Times, said in a tweet. An official at the National Development & Reform Commission told CCTV that people in the country won’t be happy to see products made with exported rare earths being used to suppress China’s development. 

중국은 "심각하게" 미국으로의 희토류 수출 제한을 고려하고 있고 또 다른 보복수단을 사용할 수도 있다고 글로벌 타임즈의 수석 에디터가 트위터로 말했다. 중화인민공화국 국가발전개혁위원회(NDRC)의 한 위원은 CCTV에서 중국사람들은 중국의 발전을 억압하는데 사용된 수출된 희토류로 만들어진 제품, 즉 미국 제품을 반기진 않을 것이라고 말했다.  

Editorials in the Global Times and Shanghai Securities News took similar tacks in their Wednesday editions.

What our analysts are saying:

The U.S. will continue to rely on importing rare-earth minerals from China, the materials used in key components for a wide variety of products including electronics, hybrid vehicles and energy-storage systems. Importing from China is cheaper than producing domestically in the U.S.

우리 애널리스트의 의견 : 

미국은 중국산 희토류 광물 수입에 계속해서 의존할 것이다. 희토류는 전자기기, 하이브리드 자동차, 에너지 저장 시스템(ESS)을 포함하는 다양한 종류의 제품들에 핵심 요소로써 사용되는 물질이다. 중국에서 수입하는 것이 미국 내에서 생산하는 것보다 더 싸다. 

-- Yi Zhu, Bloomberg Intelligence senior analyst in May 21 report

The nation’s producers have rallied hard in recent weeks on the view that rare earths could be an ace in the trade war. President Xi Jinping visited a plant earlier this month, accompanied by his chief trade negotiator with the U.S., fueling speculation that the strategic materials could be weaponized in China’s tit-for-tat with the U.S.

 

 

Rare earths have already featured in the trade dispute. The Asian country raised tariffs to 25% from 10% on imports from America’s sole producer, while the U.S. excluded the elements from its own list of prospective tariffs on roughly $300 billion worth of Chinese goods to be targeted in its next wave of measures.

MORE ON RARE EARTHS AND THE TRADE WAR

The U.S. relies on China, the leading global supplier, for about 80% of its rare earths, which are used in a host of applications from smartphones to electric vehicles to military gear. Rare earths, which include elements such as neodymium, used in magnets, and ytrrium for electronics, are relatively abundant in the earth’s crust, but mine-able concentrations are less common than other ores.

 

China’s rare earth market is dominated by a handful of producers including China Northern Rare Earth Group, Minmetals Rare Earth Co., Xiamen Tungsten Co. and Chinalco Rare Earth & Metals Co. The nation has form in using the elements to make a political point. It blocked exports to Japan after a maritime dispute in 2010, although the consequent spike in prices saw a flurry of activity to secure supplies elsewhere, which would be the risk again if Beijing follows through with its threat of retaliation.

China Northern rose as much as 7.7% in Shanghai, while Lynas Corp., the biggest producer of rare earth products outside China, added as much as 12% in Sydney. Both stocks are up by about a third this month. Hong Kong-listed China Rare Earth Holdings Ltd. spiked as much as 41% and has doubled in value in May.

Foreign Dependence

The U.S. relies on overseas shipments for a range of critical minerals

Source: U.S. Geological Survey. Includes only mineral commodities where China is biggest or second-biggest source of imports

 

China’s stranglehold is so strong that the U.S. joined with other nations earlier this decade in a World Trade Organization case to force the nation to export more amid a global shortage. The WTO ruled in favor of America, while prices eventually slumped as manufacturers turned to alternatives.

In December 2017, U.S. President Donald Trump signed an executive order to reduce the country’s dependence on external sources of critical minerals, including rare earths, which was aimed at reducing U.S. vulnerability to supply disruptions.

— With assistance by Dandan Li

 

 

기사원문 : https://www.bloomberg.com/news/articles/2019-05-29/china-gears-up-to-weaponize-rare-earths-dominance-in-trade-war?srnd=premium

posted by 투자Master
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