나무호 때린 ’미상 비행체’…과연 누구의 소행인가? | 박현도 서강대 유로메나연구소 교수 [글로벌 인터뷰]

Summary

Professor Park Hyun-do analyzes the ongoing US-Iran conflict, the closure of the Hormuz Strait, and Iran's hardline political dynamics. He argues that the conflict is likely to persist, with no near-term breakthrough, and notes the limited global oil storage capacity as a key vulnerability.

• Professor Park Hyun-do discusses the latest US-Iran military tensions and the failure of recent attacks.
• Iran's hardline political faction, Jebheh Paydari, is gaining influence, reducing chances of compromise.
• The Hormuz Strait remains closed, with Iran unwilling to reopen it until war ends.
• Global oil storage capacity is estimated at only three weeks, increasing supply risk.
• The US appears frustrated, with some analysts suggesting a need for massive bombing.
• Iran is using a delaying tactic, refusing to adhere to US-imposed deadlines.
• South Korea's tanker was hit by an unidentified aircraft, likely from Iran, complicating diplomatic relations.
• No clear investment recommendations are provided, but oil supply disruption remains a key theme.