  {"id":75810,"date":"2026-11-13T04:00:55","date_gmt":"2026-11-12T19:00:55","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=75810"},"modified":"2026-11-11T15:22:20","modified_gmt":"2026-11-11T06:22:20","slug":"%e7%be%8e-%eb%a9%95%ec%8b%9c%ec%bd%94%eb%a1%9c-%ec%83%9d%ec%82%b0%ec%8b%9c%ec%84%a4-%ec%9d%b4%ec%a0%84%ed%95%b4%eb%8f%84-%e4%b8%ad-%ec%9d%98%ec%a1%b4-%ec%97%ac%ec%a0%84-%ec%8b%a4%ec%a7%88","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=75810","title":{"rendered":"\u7f8e, \uba55\uc2dc\ucf54\ub85c \uc0dd\uc0b0\uc2dc\uc124 \uc774\uc804\ud574\ub3c4 \u4e2d \uc758\uc874 \uc5ec\uc804&#8230; &#8220;\uc2e4\uc9c8\uc801 \uacf5\uae09\ub9dd \ubd84\ub9ac \ud544\uc694&#8221;"},"content":{"rendered":"<h3>| \uba55\uc2dc\ucf54\ub85c \uacf5\uc7a5 \uc774\uc804\u00b7\uc0dd\uc0b0\ub41c \uc81c\ud488\ub3c4 \u4e2d \ud575\uc2ec \ubd80\ud488\u00b7\uc124\ube44 \uc720\uc9c0\ubcf4\uc218\uc5d0 \uc758\uc874<br \/>\n| \u7f8e, \uc911\uad6d\uc0b0 \uc81c\ud488 \uc218\uc785 \uc904\uc5c8\uc9c0\ub9cc\u2026 \uc81c3\uad6d \uacbd\uc720 \uc0dd\uc0b0\ub9dd\uc758 \u4e2d \uc758\uc874\ub3c4 \uc5ec\uc804<br \/>\n| &#8220;\ub2e8\uc21c \uc6d0\uc0b0\uc9c0 \uae30\uc900 \ub118\uc5b4 \ud575\uc2ec \ubd80\ud488\uc758 \ub2e8\uc77c \uacf5\uae09\ucc98 \uc758\uc874\ub3c4 \ud3c9\uac00 \ud544\uc694&#8221;<\/h3>\n<p><strong>&lt;\uac1c\uc694&gt;<\/strong><br \/>\n\ubbf8\uad6d\uc774 \uc911\uad6d\uc0b0 \uc81c\ud488\uc758 \uc9c1\uc811 \uc218\uc785\uc744 \uc904\uc774\uace0 \uc0dd\uc0b0\uc2dc\uc124\uc744 \uba55\uc2dc\ucf54\ub85c \uc774\uc804\ud558\ub354\ub77c\ub3c4 \uc911\uad6d\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \uc758\uc874\uc740 \uacc4\uc18d\ub420 \uc218 \uc788\ub2e4\uace0 10\uc77c(\ud604\uc9c0\uc2dc\uac01) \uc9c0\uc815\ud559 \uc804\ubb38 \ub9e4\uccb4 <a href=\"https:\/\/www.geopoliticalmonitor.com\/made-in-mexico-still-dependent-on-china\/\">\uc9c0\uc624\ud3f4\ub9ac\ud2f0\uceec \ubaa8\ub2c8\ud130\uac00 \ubd84\uc11d<\/a>\ud588\uc74c. \uba55\uc2dc\ucf54\uc0b0\uc73c\ub85c \uc778\uc815\ubc1b\ub294 \uc81c\ud488\uc774\ub77c\ub3c4 \ud575\uc2ec \ubd80\ud488\u00b7\uae30\uc220\u00b7\uc720\uc9c0\ubcf4\uc218\ub97c \uc911\uad6d\uc5d0 \uc758\uc874\ud558\uba74 \uc678\uad50 \uac08\ub4f1 \ubc1c\uc0dd \uc2dc \uc0dd\uc0b0\uc774 \uc911\ub2e8\ub420 \uc704\ud5d8\uc774 \uc788\ub2e4\uace0 \ub9e4\uccb4\ub294 \uc9c0\uc801\ud588\uc74c. \uc774\uc5d0 \ubd81\ubbf8 \ubb34\uc5ed\ud611\uc815 \uc7ac\uac80\ud1a0 \uacfc\uc815\uc5d0\uc11c \uc81c\ud488\uc758 \uc6d0\uc0b0\uc9c0\ubfd0 \uc544\ub2c8\ub77c \ud544\uc218 \uacf5\uae09\ub9dd\uc758 \ud1b5\uc81c\uad8c\uacfc \ub300\uccb4 \uac00\ub2a5\uc131\uc744 \ud3c9\uac00\ud574\uc57c \ud55c\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc74c.<\/p>\n<p><strong>&lt;\uad6c\uccb4\uc801 \ub0b4\uc6a9&gt;<\/strong><br \/>\n\uc9c0\uc815\ud559 \uc804\ubb38 \ub9e4\uccb4 \uc9c0\uc624\ud3f4\ub9ac\ud2f0\uceec \ubaa8\ub2c8\ud130(Geopolitical Monitor)\ub294 \ubbf8\uad6d\uc758 \uacf5\uae09\ub9dd \uc7ac\ud3b8 \uc815\ucc45\uc774 \uc0dd\uc0b0\uc2dc\uc124\uc758 \uc774\uc804\uacfc \uc911\uad6d \uc758\uc874\ub3c4 \ucd95\uc18c\ub97c \ub3d9\uc77c\ud558\uac8c \ucde8\uae09\ud558\ub294 \ubb38\uc81c\ub97c \uc9c0\uc801\ud588\uc74c. \ub9e4\uccb4\ub294 \uba55\uc2dc\ucf54 \ubaac\ud14c\ub808\uc774(Monterrey)\uc5d0 \uc704\uce58\ud55c \uc804\uc790\uc81c\ud488 \uacf5\uc7a5\uc744 \uc608\ub85c \ub4e4\uba70, \ub178\ub3d9\uc790\uc640 \uc124\ube44\uac00 \ubaa8\ub450 \uba55\uc2dc\ucf54\uc5d0 \uc788\uace0 \ucd5c\uc885 \uc81c\ud488\uc774 \uc6d0\uc0b0\uc9c0 \uaddc\uc815\uc744 \ucda9\uc871\ud558\ub354\ub77c\ub3c4 \ud575\uc2ec \ubd80\ud488\uc774\ub098 \ub3c5\uc810\uc801\uc778 \uc720\uc9c0\ubcf4\uc218 \uc11c\ube44\uc2a4\ub97c \uc911\uad6d\uc5d0 \uc758\uc874\ud55c\ub2e4\uba74 \uacf5\uae09\ub9dd \uc704\ud5d8\uc740 \uadf8\ub300\ub85c \ub0a8\ub294\ub2e4\uace0 \uc124\uba85\ud588\uc74c.<\/p>\n<p>\ub9e4\uccb4\ub294 \uc774\ub97c &#8216;\uacbd\uc81c\uc801 \uad6d\uc801\uc758 \ud568\uc815&#8217;\uc774\ub77c\uace0 \ud45c\ud604\ud588\uc74c. \uc81c\ud488\uc774 \uc5b4\ub290 \uad6d\uac00\uc5d0\uc11c \ub9cc\ub4e4\uc5b4\uc84c\ub294\uc9c0\uc640 \uc2e4\uc81c \uc0dd\uc0b0\uc5d0 \ud544\uc694\ud55c \ud575\uc2ec \uae30\uc220\u00b7\ubd80\ud488\uc744 \ub204\uac00 \ud1b5\uc81c\ud558\ub294\uc9c0\ub294 \ubcc4\uac1c\uc758 \ubb38\uc81c\ub77c\ub294 \uc758\ubbf8\uc784. \uc678\uad50 \uac08\ub4f1\uc73c\ub85c \uc911\uad6d\uc0b0 \ud2b9\uc218 \ubd80\ud488\uc758 \uacf5\uae09\uc774\ub098 \uae30\uc220\uc9c0\uc6d0\uc774 \ub04a\uae38 \uacbd\uc6b0 \ubbf8\uad6d \uae30\uc5c5\uc740 \uc0dd\uc0b0\uc2dc\uc124\uc744 \uba55\uc2dc\ucf54\ub85c \uc774\uc804\ud588\uc74c\uc5d0\ub3c4 \uc0dd\uc0b0 \ucc28\uc9c8\uc744 \uacaa\uc744 \uc218 \uc788\uc74c.<\/p>\n<p>\ub2e4\ub9cc \uba55\uc2dc\ucf54 \uc81c\uc870\uc5c5\uc758 \uc131\uc7a5 \uc790\uccb4\ub294 \uc2e4\uc9c8\uc801\uc778 \uc131\uacfc\ub85c \ud3c9\uac00\ud588\uc74c. \ubbf8\uad6d \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Federal Reserve) \uc18c\uc18d \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8\ub4e4\uc774 \uc62c\ud574(2026\ub144) 6\uc6d4 \ubc1c\ud45c\ud55c \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74, 2014~2017\ub144\uacfc 2021~2024\ub144 \uc0ac\uc774 \uba55\uc2dc\ucf54\uc758 \ub300\ubbf8 \uc218\ucd9c \uc99d\uac00\ubd84 \uac00\uc6b4\ub370 \uc57d 53%\ub294 \ubbf8\uad6d\uc774 2018~2019\ub144 \uc911\uad6d\uc5d0 \ubd80\uacfc\ud55c \uad00\uc138\uc5d0 \ub530\ub978 \ubb34\uc5ed \uc804\ud658\uacfc \uad00\ub828\ub41c \uac83\uc73c\ub85c \ucd94\uc815\ub410\uc74c. \uc804\uccb4 \uc99d\uac00\ubd84\uc758 \uc57d 14%\ud3ec\uc778\ud2b8\ub294 \uba55\uc2dc\ucf54 \ub0b4 \uc911\uad6d \uae30\uc5c5\uc758 \uc0dd\uc0b0\uc774\ub098 \uac00\uacf5 \ud65c\ub3d9\uacfc \uc5f0\uacb0\ub410\uc744 \uac00\ub2a5\uc131\uc774 \uc788\uace0, \ub2e8\uc21c\ud788 \uc911\uad6d\uc0b0 \uc81c\ud488\uc744 \uba55\uc2dc\ucf54\ub97c \uac70\uccd0 \uc7ac\uc218\ucd9c\ud55c \ube44\uc911\uc740 1%\ud3ec\uc778\ud2b8 \ubbf8\ub9cc\uc73c\ub85c \ubd84\uc11d\ub410\uc74c.<\/p>\n<p>\uc774\ub294 \uba55\uc2dc\ucf54\uc758 \ub300\ubbf8 \uc218\ucd9c \uc99d\uac00\uac00 \ub300\ubd80\ubd84 \uc911\uad6d\uc0b0 \uc81c\ud488\uc758 \uc6b0\ud68c \uc218\ucd9c \ub54c\ubb38\uc774\ub77c\ub294 \uc758\ubbf8\ub294 \uc544\ub2d8. \uc911\uad6d \uae30\uc5c5\uc774 \uba55\uc2dc\ucf54\uc5d0 \uc2e4\uc81c \uacf5\uc7a5\uc744 \uc124\ub9bd\ud558\uace0 \ud604\uc9c0 \uc778\ub825\uc744 \uace0\uc6a9\ud558\uba74\uc11c \uc6d0\uc0b0\uc9c0 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uac83\uc740 \uc815\uc0c1\uc801\uc778 \uacbd\uc81c\ud65c\ub3d9\uc784. \ubcc4\ub3c4 \uc5f0\uad6c\uc5d0\uc11c\ub294 \ubbf8\uad6d\uc758 \ub300\uc911\uad6d \uad00\uc138 \uc778\uc0c1\uc774 \uc57d 4~5\ub144\uc758 \uc2dc\ucc28\ub97c \ub450\uace0 \uc911\uad6d \uae30\uc5c5\uc758 \uba55\uc2dc\ucf54 \ud22c\uc790 \uc99d\uac00\ub85c \uc774\uc5b4\uc84c\ub2e4\ub294 \uacb0\uacfc\ub3c4 \uc81c\uc2dc\ub410\uc74c. \ud55c \ubd84\uc11d\ubaa8\ud615\uc5d0\uc11c\ub294 \uad00\uc138\uc728\uc774 1%\ud3ec\uc778\ud2b8 \ub192\uc544\uc9c8 \ub54c 2023~2024\ub144 \ud574\ub2f9 \ud488\ubaa9\uc5d0 \ub300\ud55c \uc911\uad6d\uc758 \ud22c\uc790\uae08\uc561\uc774 \uc57d 5.4% \uc99d\uac00\ud55c \uac83\uc73c\ub85c \ucd94\uc815\ub410\uc74c.<\/p>\n<p>\ubb38\uc81c\ub294 \uc0dd\uc0b0\uc2dc\uc124\uc774 \uc774\uc804\ub418\ub354\ub77c\ub3c4 \ud575\uc2ec \uc81c\uc870 \uc5ed\ub7c9\uae4c\uc9c0 \ud568\uaed8 \uc774\uc804\ub418\ub294 \uac83\uc740 \uc544\ub2c8\ub77c\ub294 \uc810\uc784. \uacf5\uc7a5\uc774 \uba55\uc2dc\ucf54\uc5d0\uc11c \uc81c\ud488\uc744 \uc870\ub9bd\ud558\ub354\ub77c\ub3c4 \uc0dd\uc0b0\uacf5\uc815\uc744 \ubcc0\uacbd\ud560 \uae30\uc220\uc801 \uad8c\ud55c\uc774\ub098 \ud2b9\uc218 \ubd80\ud488\uc758 \ub300\uccb4 \uacf5\uae09\ucc98, \uc124\ube44 \uace0\uc7a5 \uc2dc \ubcf5\uad6c\uc5d0 \ud544\uc694\ud55c \uae30\uc220\ubb38\uc11c\ub97c \ud655\ubcf4\ud558\uc9c0 \ubabb\ud560 \uc218 \uc788\uc74c. \uc774\ub7ec\ud55c \uc758\uc874 \uad00\uacc4\ub294 \ucd5c\uc885 \uc81c\ud488\uc758 &#8216;\uba55\uc2dc\ucf54\uc0b0&#8217; \ud45c\uc2dc\ub9cc\uc73c\ub85c \ud655\uc778\ud558\uae30 \uc5b4\ub824\uc6c0.<\/p>\n<p>\ube44\uc2b7\ud55c \ud604\uc0c1\uc740 \ub2e4\ub978 \uad6d\uac00\uc5d0\uc11c\ub3c4 \ub098\ud0c0\ub0ac\uc74c. \uad6d\uc81c\uacbd\uc81c\ud559\uc800\ub110(Journal of International Economics)\uc5d0 \ubc1c\ud45c\ub41c \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74 \ubbf8\uad6d\uc758 \uc804\uccb4 \uc218\uc785\uc5d0\uc11c \uc911\uad6d\uc0b0\uc774 \ucc28\uc9c0\ud558\ub294 \ube44\uc911\uc740 2017\ub144 22%\uc5d0\uc11c 2022\ub144 16%\ub85c \uac10\uc18c\ud588\uc9c0\ub9cc, \uc81c3\uad6d\uc744 \uacbd\uc720\ud558\ub294 \uc0dd\uc0b0\ub9dd\uc744 \ud1b5\ud55c \uc5f0\uacb0\uc740 \uc720\uc9c0\ub410\uc74c. \ubca0\ud2b8\ub0a8\uc758 \uc9c0\uc5ed\ubcc4 \ubb34\uc5ed\uc790\ub8cc\ub97c \ubd84\uc11d\ud55c \uc5f0\uad6c\uc5d0\uc11c\ub3c4 \ubca0\ud2b8\ub0a8\uc758 \ub300\ubbf8 \uc644\uc81c\ud488 \uc218\ucd9c \uc99d\uac00\uac00 \uc911\uad6d\uc0b0 \uc911\uac04\uc7ac \uc218\uc785 \ud655\ub300\uc640 \uc5f0\uad00\ub41c \uac83\uc73c\ub85c \ud655\uc778\ub410\uc74c.<\/p>\n<p>\ubc30\ud130\ub9ac \uc0b0\uc5c5\uc740 \uc774\ub7ec\ud55c \uad6c\uc870\ub97c \ubcf4\uc5ec\uc8fc\ub294 \ub300\ud45c\uc801\uc778 \uc0ac\ub840\uc784. \ub124\uc774\ucc98 \ucee4\ubba4\ub2c8\ucf00\uc774\uc158\uc2a4(Nature Communications)\uc5d0 \ubc1c\ud45c\ub41c \uc5f0\uad6c\ub294 \ub2c8\ucf08\u00b7\ub9dd\uac04\u00b7\ucf54\ubc1c\ud2b8(NMC) \uc591\uadf9\uc7ac\uc758 \uc57d 80%, \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \uc591\uadf9\uc7ac\uc758 \uc57d 92%\uac00 \uc911\uad6d\uc744 \uac70\uce58\ub294 \uad11\ubb3c \uacf5\uae09 \uacbd\ub85c\uc5d0 \uc5f0\uacb0\ub3fc \uc788\ub2e4\uace0 \ucd94\uc815\ud588\uc74c. \ucd5c\uc885 \ubc30\ud130\ub9ac\uac00 \uc911\uad6d \ubc16\uc5d0\uc11c \uc870\ub9bd\ub418\ub354\ub77c\ub3c4 \uc6d0\ub8cc \uac00\uacf5\uacfc \uc911\uac04\uc7ac \uacf5\uae09 \ub2e8\uacc4\uc5d0\uc11c\ub294 \uc911\uad6d\uc5d0 \ub300\ud55c \uc758\uc874\uc774 \ub192\uc744 \uc218 \uc788\ub2e4\ub294 \uc758\ubbf8\uc784.<\/p>\n<p>\uadf8\ub807\ub2e4\uace0 \uc911\uad6d\uacfc \uc5f0\uacb0\ub41c \ubaa8\ub4e0 \ud574\uc678 \uae30\uc5c5\uc744 \uc548\ubcf4 \uc704\ud5d8\uc73c\ub85c \uac04\uc8fc\ud574\uc11c\ub294 \uc548 \ub41c\ub2e4\uace0 \uc9c0\uc801\ud588\uc74c. \uc911\uad6d \uae30\uc5c5\uc774 \uc18c\uc720\ud588\ub2e4\ub294 \uc0ac\uc2e4\ub9cc\uc73c\ub85c \uc911\uad6d \uc815\ubd80\uac00 \ud574\ub2f9 \uae30\uc5c5\uc5d0 \uacf5\uae09 \uc911\ub2e8\uc744 \uc9c0\uc2dc\ud560 \uc218 \uc788\ub2e4\uace0 \ub2e8\uc815\ud560 \uadfc\uac70\ub294 \uc5c6\uc74c. \uc624\ud788\ub824 \uc911\uad6d \uc18c\uc720 \uacf5\uc7a5\uc774 \uc5ec\ub7ec \uacf5\uae09\ucc98\ub97c \ud655\ubcf4\ud55c \ubc18\uba74 \ubbf8\uad6d \uc18c\uc720 \uacf5\uc7a5\uc774 \ud574\uc678 \ub2e8\uc77c \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc758\uc874\ud558\ub294 \uacbd\uc6b0\ub3c4 \uc788\uc744 \uc218 \uc788\uc74c. \ud575\uc2ec\uc740 \uae30\uc5c5\uc758 \uad6d\uc801\ubcf4\ub2e4 \ud544\uc218 \uacf5\uae09\uc774 \uc911\ub2e8\ub410\uc744 \ub54c \uc0dd\uc0b0\uc744 \uc720\uc9c0\ud558\uac70\ub098 \ub300\uccb4 \uacf5\uae09\ucc98\ub97c \ud655\ubcf4\ud560 \uc218 \uc788\ub294\uc9c0 \uc5ec\ubd80\uc784.<\/p>\n<p>\uae30\uc0ac\ub294 \uc774\ub7ec\ud55c \uc811\uadfc\uc744 &#8216;\uae30\ub2a5\uc801 \ub514\ucee4\ud50c\ub9c1(functional decoupling)&#8217;\ub77c\uace0 \uc124\uba85\ud588\uc74c. \ubbf8\uad6d\uc774 \ubaa8\ub4e0 \uc81c\ud488\uc744 \uc9c1\uc811 \uc0dd\uc0b0\ud558\uac70\ub098 \uc911\uad6d\uc0b0 \uc81c\ud488\uc744 \uc77c\ub960\uc801\uc73c\ub85c \uae08\uc9c0\ud558\ub294 \ub300\uc2e0, \uad70\uc0ac\uc801 \ub300\ube44\ud0dc\uc138\uc640 \ud575\uc2ec \uae30\ubc18\uc2dc\uc124, \uc8fc\uc694 \uc0b0\uc5c5\uc5d0 \ud544\uc694\ud55c \uc0dd\uc0b0\uc744 \uc9c0\uc18d\ud558\uace0 \ubcf5\uad6c\ud560 \ub2a5\ub825\uc744 \ud655\ubcf4\ud574\uc57c \ud55c\ub2e4\ub294 \uad6c\uc0c1\uc784. \ud2b9\uc815 \uc911\uad6d\uc0b0 \ubd80\ud488\uc744 \uba70\uce60 \uc548\uc5d0 \ub300\uccb4\ud560 \uc218 \uc788\ub2e4\uba74 \uc704\ud5d8\uc774 \ud06c\uc9c0 \uc54a\uc744 \uc218 \uc788\uc9c0\ub9cc, \uc791\uc740 \ubd80\ud488\uc774\ub77c\ub3c4 \ub300\uccb4\ud488\uc758 \uae30\uc220 \uac80\uc99d\uc5d0 \uc218\uac1c\uc6d4\uc774 \uac78\ub9b0\ub2e4\uba74 \uc2ec\uac01\ud55c \ucde8\uc57d\uc810\uc774 \ub420 \uc218 \uc788\uc74c.<\/p>\n<p>\uc774\ub7ec\ud55c \uad00\uc810\uc5d0\uc11c \ubbf8\uad6d\u00b7\uba55\uc2dc\ucf54\u00b7\uce90\ub098\ub2e4 \ud611\uc815(USMCA)\uc758 \uc7ac\uac80\ud1a0\uac00 \uc911\uc694\ud55c \uc815\ucc45 \uae30\ud68c\ub85c \uc81c\uc2dc\ub410\uc74c. \ubbf8\uad6d\uc740 \uc9c0\ub09c 7\uc6d4 \uacf5\ub3d9 \uac80\ud1a0\uc5d0\uc11c \uae30\uc874 \ud611\uc815\uc758 \uadf8\ub300\ub85c \uc5f0\uc7a5\ud558\ub294 \ubc29\uc548\uc744 \uc218\uc6a9\ud558\uc9c0 \uc54a\uc558\uc9c0\ub9cc \ud611\uc815 \uc790\uccb4\ub294 \uacc4\uc18d \uc720\ud6a8\ud568. \ubbf8\uad6d \ubb34\uc5ed\ub300\ud45c\ubd80(USTR)\ub294 \ub0b4\ub144 \ucd94\uac00 \uac80\ud1a0\ub97c \uc55e\ub450\uace0 2027\ub144 1\uc6d4 12\uc77c\uae4c\uc9c0 \uacf5\uac1c \uc758\uacac\uc744 \uc81c\ucd9c\ubc1b\uae30\ub85c \ud588\uc74c.<\/p>\n<p>\ub9e4\uccb4\ub294 \ubbf8\uad6d\uc774 \uc774\ubc88 \ud611\uc815 \uac80\ud1a0\uc5d0\uc11c \uc5ed\ub0b4 \uc0dd\uc0b0 \ube44\uc911\ub9cc \ub530\uc9c0\uae30\ubcf4\ub2e4 \uc804\ub7b5\uc801\uc73c\ub85c 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