이란·우크라전쟁으로 정유 생산량 급감…수년 만 최대 타격

The convergence of conflicts in the Middle East and Ukraine has crippled nearly 9% of global refining capacity, signaling a prolonged era of high energy costs and supply instability. This disruption forces a radical shift in global trade flows and inventory management, highlighting that energy security will remain a critical bottleneck for industrial stability regardless of immediate geopolitical resolutions.