◂ 이벤트 타임라인

2026. 4. 5.지정학글로벌

Opec+ approves ‘in principle’ May output increase amid war-related supply disruptions

OPEC+ agreed in principle to keep official targets unchanged while discussing a largely symbolic quota increase for May. The Joint Ministerial Monitoring Committee warned that attacks on energy sites and shipping routes are destabilising markets.

The US and IEA had moved to release 172 million and 400 million barrels respectively.

중요한 이유

Attacks on energy infrastructure and shipping lanes keep supply risk high, while emergency stock releases offset some of the shortfall. Net effect is continued support for crude and diesel costs.

영향 대상원유 (WTI)▲원유 (Brent)▲ULSD / 디젤▲

출처 1건
thenationalnews.comSalim A. Essaid2026. 4. 5.

가격 반응 및 이력

원유 (WTI)▲상승현재까지1d +0.7%5d -13.2%20d -7.5%

과거 상승 지정학 이벤트 626건 이후, 원유 (WTI)은 5거래일 동안 중앙값 +2.1% 변동(상승 62%; 중간 50% 범위 -2.3%~+8.5%), 20거래일 동안 +1.6%.

2024. 3. 25.Oil prices rise amid worsening geopolitical outlook and tighter supply | The National+4.1%
2022. 5. 5.Opec+ sticks to June output plan as oil prices continue to rise | The National-2.1%
2026. 3. 1.Oil and gas prices surge as Iran war disrupts Middle Eastern output | Reuters+35.6%
2026. 3. 2.Oil Prices Surge as Hormuz Disruptions Threaten Global Supply, Analysts Warn - Bloomberg+35.6%
2023. 2. 10.OPEC+ Won’t Increase Oil Production Despite Russia Output Cut, Delegates Say - Bloomberg+0.5%

원유 (Brent)▲상승현재까지1d +0.3%5d -9.7%20d -4.1%

과거 상승 지정학 이벤트 656건 이후, 원유 (Brent)은 5거래일 동안 중앙값 +1.9% 변동(상승 63%; 중간 50% 범위 -2.7%~+6.6%), 20거래일 동안 +0.7%.

2024. 3. 25.Oil prices rise amid worsening geopolitical outlook and tighter supply | The National+1.9%
2022. 5. 5.Opec+ sticks to June output plan as oil prices continue to rise | The National-2.5%
2026. 3. 1.Oil and gas prices surge as Iran war disrupts Middle Eastern output | Reuters+31.0%
2026. 3. 2.Oil Prices Surge as Hormuz Disruptions Threaten Global Supply, Analysts Warn - Bloomberg+31.0%
2023. 2. 10.OPEC+ Won’t Increase Oil Production Despite Russia Output Cut, Delegates Say - Bloomberg+0.6%

ULSD / 디젤▲상승현재까지1d -1.7%5d -15.0%20d -10.2%

과거 상승 지정학 이벤트 250건 이후, ULSD / 디젤은 5거래일 동안 중앙값 +1.7% 변동(상승 58%; 중간 50% 범위 -3.6%~+8.7%), 20거래일 동안 +0.9%.

2026. 3. 2.Oil Prices Surge as Hormuz Disruptions Threaten Global Supply, Analysts Warn - Bloomberg+36.4%
2023. 2. 10.OPEC+ Won’t Increase Oil Production Despite Russia Output Cut, Delegates Say - Bloomberg-0.8%
2026. 10. 2.Oil Rises as Mideast Tensions Sustain Supply-Disruption Fears+8.4%
2019. 3. 29.Oil prices rise amid OPEC's ongoing supply cuts, U.S. sanctions+2.1%
2026. 9. 15.US diesel prices hit new all-time high amid global supply disruptions, strong demand | S&P Global-1.7%

각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.

원유 (WTI) WTI · GP ▸

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원유 (Brent) BRENT · GP ▸

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