[20250203] 한국석유

금일(2025년 2월 3일) 한국석유가 상한가를 기록한 이유는 동해 울릉분지 일대에서 대규모 석유 및 가스 매장 가능성이 발표된 데 따른 투자자들의 기대감 때문입니다.

 상세 배경
1. 정부 발표

   - 동해 영일만 앞바다에서 최대 140억 배럴에 달하는 석유와 가스가 매장되어 있을 가능성을 언급하며, 연내 시추 작업을 시작할 것이라고 발표했습니다[3][4][15].

   - 이와 함께, 미국 심해 기술평가 기업 액트지오(Act-Geo)가 울릉분지에서 51억 7천만 배럴의 석유 및 가스 추가 매장 가능성을 제시한 용역 보고서를 제출한 사실도 알려졌습니다[1][13].

2. 관련 테마주 상승

 

   - 한국석유는 석유화학 제품 제조업체로, 직접적인 석유 채굴과는 관련이 없으나, 이름과 업종 특성상 석유·가스 테마주로 분류되어 투자자들의 주목을 받았습니다[6][7].

   - 동양철관, 흥구석유 등 다른 에너지 관련 종목들도 함께 급등세를 보였습니다.

3. 외국인 매수세
   - 외국인 투자자들이 대규모 순매수를 기록하며 주가 상승을 견인했습니다[3].

 투자자 유의점
- 전문가들은 이번 주가 급등이 단기적인 테마주 성격이 강하다고 분석하며, 실제 탐사 및 시추 결과에 따라 변동성이 클 수 있다고 경고하고 있습니다. 석유·가스 개발은 장기적인 프로젝트로, 상업적 생산까지는 시간이 소요될 가능성이 큽니다[3][7].

Citations:
[1] https://www.pinpointnews.co.kr/news/articleView.html?idxno=317715
[2] https://childstockdiary.tistory.com/entry/%ED%95%9C%EA%B5%AD%EC%84%9D%EC%9C%A0-%EC%A3%BC%EA%B0%80-%EB%B6%84%EC%84%9D-%EC%83%81%EC%8A%B9%EC%9D%B4%EC%9C%A0
[3] https://www.hani.co.kr/arti/economy/finance/1143371.html
[4] https://www.yna.co.kr/view/AKR20240603063600008
[5] https://www.hani.co.kr/arti/economy/finance/1143176.html
[6] https://news.nate.com/view/20250203n17084
[7] https://www.newstof.com/news/articleView.html?idxno=22726
[8] https://www.sedaily.com/NewsView/2GOTRAWHMI
[9] https://blog.naver.com/conen4869/223694024317
[10] https://kr.investing.com/equities/top-stock-gainers
[11] https://blog.naver.com/the_hye_jin/223548835877
[12] https://www.youtube.com/watch?v=xo8Ia4iRqbI
[13] https://www.wowtv.co.kr/NewsCenter/News/Read?articleId=AKR20250203050300003
[14] https://www.youtube.com/watch?v=8asw_dMKv_4
[15] https://www.etoday.co.kr/news/view/2366239
[16] https://www.donga.com/news/Economy/article/all/20240603/125245938/1
[17] https://m.finance.daum.net/quotes/A004090/home
[18] https://news.dealsitetv.com/articles/150402
[19] https://www.wowtv.co.kr/NewsCenter/News/Read?articleId=AKR20250203069800003
[20] https://www.yna.co.kr/view/AKR20240802044451008