{"id":11712,"date":"2026-03-03T16:04:22","date_gmt":"2026-03-03T19:04:22","guid":{"rendered":"https:\/\/hanin.org.ar\/?p=11712"},"modified":"2026-03-03T16:04:24","modified_gmt":"2026-03-03T19:04:24","slug":"%ea%b2%bd%ec%a0%9c-%ec%86%8c%ec%8b%9d-%eb%aa%a8%ea%b1%b4%ec%8a%a4%ed%83%a0%eb%a6%ac%ec%9d%98-%ec%95%84%eb%a5%b4%ed%97%a8%ed%8b%b0%eb%82%98-%ec%8b%9c%ec%9e%a5-%ec%9e%a0%ec%9e%ac%eb%a0%a5-%eb%b3%b4","status":"publish","type":"post","link":"https:\/\/hanin.org.ar\/?p=11712","title":{"rendered":"[\uacbd\uc81c \uc18c\uc2dd] \ubaa8\uac74\uc2a4\ud0e0\ub9ac\uc758 \uc544\ub974\ud5e8\ud2f0\ub098 \uc2dc\uc7a5 \uc7a0\uc7ac\ub825 \ubcf4\uace0\uc11c \uc8fc\uc694 \ub0b4\uc6a9"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"274\" height=\"180\" src=\"https:\/\/hanin.org.ar\/wp-content\/uploads\/2026\/03\/OIP-1.webp\" alt=\"\" class=\"wp-image-11713\" style=\"width:362px;height:auto\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\uac74 \uc2a4\ud0e0\ub9ac(Morgan Stanley)\uc758 \uc544\ub974\ud5e8\ud2f0\ub098 \uc2dc\uc7a5 \uc7a0\uc7ac\ub825 \ubcf4\uace0\uc11c \uc8fc\uc694 \ub0b4\uc6a9<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ud22c\uc790\uc740\ud589\uc740 \uce5c(\u89aa)\ud22c\uc790 \uae30\uc870 \uc804\ud658\uacfc \uad11\uc5c5 \ubd80\ubb38\uc5d0 \ub300\ud55c \ucd94\uc9c4\ub825\uc774 \uc544\ub974\ud5e8\ud2f0\ub098\ub97c \uae00\ub85c\ubc8c \uc790\ubcf8\uc758 \uc8fc\uc694 \ud22c\uc790 \ubaa9\uc801\uc9c0\ub85c \uc7ac\ud3ec\uc9c0\uc154\ub2dd\ud558\uace0 \uc788\ub2e4\uace0 \ud3c9\uac00\ud588\ub2e4. \uc774\ub7ec\ud55c \uc2dc\ub098\ub9ac\uc624 \uc544\ub798, \uc544\ub974\ud5e8\ud2f0\ub098\ub294 2027~2028\ub144 \uc0ac\uc774 \ud575\uc2ec \uc8fc\uc2dd\uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud560 \uc218 \uc788\ub2e4\uace0 \ubcf4\uc558\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac70\uc2dc\uacbd\uc81c \ubc0f \uad11\uc5c5 \uc7a0\uc7ac\ub825<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc544\ub974\ud5e8\ud2f0\ub098\ub294 \uad11\uc5c5 \ud504\ub85c\uc81d\ud2b8\uc5d0 500\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \uc720\uce58\ud560 \uc218 \uc788\ub2e4.<\/li>\n\n\n\n<li>\uad11\uc5c5 \uc218\ucd9c\uc740 2025\ub144 50\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2035\ub144\uae4c\uc9c0 400\uc5b5 \ub2ec\ub7ec\ub85c \uc99d\uac00\ud560 \uc218 \uc788\ub2e4.<\/li>\n\n\n\n<li>\uaddc\uc81c \uccb4\uacc4\uc758 \ubcc0\ud654\ub294 \uad6d\uac00 \uc704\ud5d8\ub3c4\uc5d0 \ub300\ud55c \uc778\uc2dd\uc744 \uac1c\uc120\uc2dc\ud0a4\uace0 \uc788\ub2e4.<br>\ubcf4\uace0\uc11c\ub294 \uc774\ub7ec\ud55c \uae30\ud68c\uac00 \ud22c\uc790\uc5d0 \ub354 \uc6b0\ud638\uc801\uc778 \uc815\ucc45\uacfc \ud575\uc2ec \uad11\ubb3c\uc5d0 \ub300\ud55c \uae00\ub85c\ubc8c \uc218\uc694 \uc99d\uac00\uc640 \uc5f0\uacb0\ub418\uc5b4 \uc788\ub2e4\uace0 \uc124\uba85\ud55c\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735\uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc601\ud5a5<br>\ubaa8\uac74 \uc2a4\ud0e0\ub9ac\ub294 \ub450 \uac00\uc9c0 \uc8fc\uc694 \ud6a8\uacfc\ub97c \uac15\uc870\ud55c\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc8fc\uc2dd: \uc0c1\uc2b9 \uc2dc\ub098\ub9ac\uc624\uac00 \ud615\uc131\ub418\uba70, 2027~2028\ub144 \uc544\ub974\ud5e8\ud2f0\ub098\ub97c \uc8fc\uc694 \uc2dc\uc7a5\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\uc2dc\ud0ac \uac00\ub2a5\uc131.<\/li>\n\n\n\n<li>\ucc44\uad8c(\uace0\uc815\uc218\uc775): \uc5d0\ub108\uc9c0\u00b7\uad11\uc5c5 \ubd80\ubb38\uc758 \uc7ac\ubb34 \uade0\ud615\uc774 \uac15\ud654\ub420 \uacbd\uc6b0, \uc2e0\uc6a9 \uc704\ud5d8\uc758 \uad6c\uc870\uc801 \uac1c\uc120 \uac00\ub2a5\uc131.<br>\ub610\ud55c \uc740\ud589\uc740 2027~2028\ub144\uc758 \uae30\ud68c \ucc3d\uc774 \ub2e4\uc74c\uacfc \ub9de\ubb3c\ub9b4 \uac83\uc774\ub77c\uace0 \uc9c0\uc801\ud55c\ub2e4.<\/li>\n\n\n\n<li>\ub300\ud1b5\ub839 \uc120\uac70 \u2014 \uacbd\uc81c \uc815\ucc45 \uae30\uc870\uc758 \uc9c0\uc18d \uac00\ub2a5\uc131\uc744 \uac80\uc99d\ud558\ub294 \uacc4\uae30<\/li>\n\n\n\n<li>\uc544\ub974\ud5e8\ud2f0\ub098\uc758 MSCI (\uc138\uacc4\uc8fc\uac00\uc9c0\uc218) \uc7ac\ud3b8\uc785 \uac00\ub2a5\uc131<\/li>\n\n\n\n<li>\uc0c8\ub85c\uc6b4 \uad11\uc5c5 \ud504\ub7f0\ud2f0\uc5b4\uc5d0\uc11c\uc758 \ud22c\uc790 \uc815\uc810 \ub3c4\ub2ec<br>\uc8fc\uc694 \ud504\ub85c\uc81d\ud2b8 \ubc0f \uae30\uc5c5<br>\ubcf4\uace0\uc11c\ub294 \uad6c\ub9ac\uc640 \ub9ac\ud2ac \ubd84\uc57c\uc5d0\uc11c\uc758 \uae30\ud68c\ub97c \uc5b8\uae09\ud55c\ub2e4.<\/li>\n\n\n\n<li>\ube44\ucfe0\ub0d0(Vicu\u00f1a) \ud569\uc791 \ud504\ub85c\uc81d\ud2b8\ub294 2026\ub144 \ub9d0 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815\uc774 \uc608\uc0c1\ub418\uba70, \uc138\uacc4 5\ub300 \uad6c\ub9ac \uad11\uc0b0 \uc911 \ud558\ub098\uac00 \ub420 \uac00\ub2a5\uc131.<\/li>\n\n\n\n<li>\ub8ec\ub518 \ub9c8\uc774\ub2dd(Lundin Mining): \ud574\ub2f9 \ud504\ub85c\uc81d\ud2b8\ub294 2030\ub144\ub300 \uc911\ubc18\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc57d 10%\uc758 \ubcf5\ud569 \uc131\uc7a5\ub960\uc744 \uacac\uc778\ud560 \uc218 \uc788\uc74c.<\/li>\n\n\n\n<li>BHP: \uad6c\ub9ac \ubd80\ubb38 \ub178\ucd9c \ud655\ub300.<\/li>\n\n\n\n<li>\ud37c\uc2a4\ud2b8 \ud000\ud140 \ubbf8\ub124\ub784\uc2a4(First Quantum Minerals)\uc758 \ud0c0\uce74 \ud0c0\uce74(Taca Taca): \ub0b4\ubd80\uc218\uc775\ub960(IRR) 17% \ucd94\uc815(\ud604\ubb3c\uac00\uaca9 \uae30\uc900 27%), \uc790\uae08\uc870\ub2ec \uc870\uac74\ubd80.<\/li>\n\n\n\n<li>\uae00\ub80c\ucf54\uc5b4(Glencore)\uc758 \uac1c\ubc1c \ud504\ub85c\uc81d\ud2b8\ub294 \uc5f0\uac04 \uc57d 51\ub9cc \ud1a4\uc758 \uad6c\ub9ac\ub97c \ucd94\uac00 \uc0dd\uc0b0\ud560 \uc218 \uc788\uc74c.<br>\ub9ac\ud2ac: \uac15\ud55c \ud655\uc7a5<br>\uc740\ud589\uc758 \uc804\ub9dd:<\/li>\n\n\n\n<li>LCE(\ud0c4\uc0b0\ub9ac\ud2ac \ud658\uc0b0 \uae30\uc900) \uc0dd\uc0b0\uc740 2025\ub144 \uc57d 3\ub9cc \ud1a4\uc5d0\uc11c 2028\ub144 \uc57d 9\ub9cc1\ucc9c \ud1a4\uc73c\ub85c \uc138 \ubc30 \uc99d\uac00 \uac00\ub2a5.<\/li>\n\n\n\n<li>\uac04\ud391 \ub9ac\ud2ac(Ganfeng Lithium)\uacfc \uc988\uc9c4 \ub9c8\uc774\ub2dd(Zijin Mining)\uc740 \uc774\ubbf8 \uc544\ub974\ud5e8\ud2f0\ub098\uc5d0\uc11c \uc138 \uac1c\uc758 \uad11\uc0b0\uc744 \uc6b4\uc601 \uc911.<\/li>\n\n\n\n<li>\ub9ac\uc624 \ud2f4\ud1a0(Rio Tinto)\ub294 2028\ub144\uae4c\uc9c0 \uc5f0\uac04 \uc57d 20\ub9cc \ud1a4 \uaddc\ubaa8\uc758 LCE \uc5fc\uc218 \ud5c8\ube0c\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc73c\uba70, \uadf8\uc911 64%\uac00 \uc544\ub974\ud5e8\ud2f0\ub098\uc5d0\uc11c \uc0dd\uc0b0\ub420 \uc804\ub9dd.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uacb0\ub860<br>\ubaa8\uac74 \uc2a4\ud0e0\ub9ac\uc5d0 \ub530\ub974\uba74, \uc544\ub974\ud5e8\ud2f0\ub098\ub294 \uad11\uc5c5\uacfc \uc5d0\ub108\uc9c0\uc5d0 \uc758\ud574 \uacac\uc778\ub418\ub294 \uad6c\uc870\uc801 \uae30\ud68c\uc758 \ucc3d\uc744 \ub9de\uc774\ud558\uace0 \uc788\ub2e4. \uce5c\uc2dc\uc7a5 \uc815\ucc45\uc774 \uc720\uc9c0\ub418\uace0 \uc608\uc0c1\ub41c \ud22c\uc790\uac00 \uc2e4\ud604\ub420 \uacbd\uc6b0, \uc544\ub974\ud5e8\ud2f0\ub098\ub294 2027~2028\ub144\uae4c\uc9c0 \uae08\uc735 \uc790\uc0b0 \uac00\uce58\uac00 \uc7ac\ud3c9\uac00\ub418\uace0 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uc704\uc0c1\uc774 \uac15\ud654\ub420 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ubaa8\uac74 \uc2a4\ud0e0\ub9ac(Morgan Stanley)\uc758 \uc544\ub974\ud5e8\ud2f0\ub098 \uc2dc\uc7a5 \uc7a0\uc7ac\ub825 \ubcf4\uace0\uc11c \uc8fc\uc694 \ub0b4\uc6a9 \uc774 \ud22c\uc790\uc740\ud589\uc740 \uce5c(\u89aa)\ud22c\uc790 \uae30\uc870 \uc804\ud658\uacfc \uad11\uc5c5 \ubd80\ubb38\uc5d0 \ub300\ud55c \ucd94\uc9c4\ub825\uc774 \uc544\ub974\ud5e8\ud2f0\ub098\ub97c \uae00\ub85c\ubc8c \uc790\ubcf8\uc758 \uc8fc\uc694 \ud22c\uc790 \ubaa9\uc801\uc9c0\ub85c \uc7ac\ud3ec\uc9c0\uc154\ub2dd\ud558\uace0 \uc788\ub2e4\uace0 \ud3c9\uac00\ud588\ub2e4. \uc774\ub7ec\ud55c \uc2dc\ub098\ub9ac\uc624 \uc544\ub798, \uc544\ub974\ud5e8\ud2f0\ub098\ub294 2027~2028\ub144 \uc0ac\uc774 \ud575\uc2ec \uc8fc\uc2dd\uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud560 \uc218 \uc788\ub2e4\uace0 \ubcf4\uc558\ub2e4. \uac70\uc2dc\uacbd\uc81c \ubc0f \uad11\uc5c5 \uc7a0\uc7ac\ub825 \uae08\uc735\uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc601\ud5a5\ubaa8\uac74 \uc2a4\ud0e0\ub9ac\ub294 \ub450 \uac00\uc9c0 \uc8fc\uc694 \ud6a8\uacfc\ub97c \uac15\uc870\ud55c\ub2e4. \uacb0\ub860\ubaa8\uac74 \uc2a4\ud0e0\ub9ac\uc5d0 \ub530\ub974\uba74, \uc544\ub974\ud5e8\ud2f0\ub098\ub294 \uad11\uc5c5\uacfc \uc5d0\ub108\uc9c0\uc5d0 \uc758\ud574 \uacac\uc778\ub418\ub294 \uad6c\uc870\uc801 \uae30\ud68c\uc758 \ucc3d\uc744 \ub9de\uc774\ud558\uace0 \uc788\ub2e4. \uce5c\uc2dc\uc7a5 \uc815\ucc45\uc774 \uc720\uc9c0\ub418\uace0 \uc608\uc0c1\ub41c \ud22c\uc790\uac00 \uc2e4\ud604\ub420 \uacbd\uc6b0, \uc544\ub974\ud5e8\ud2f0\ub098\ub294 2027~2028\ub144\uae4c\uc9c0 \uae08\uc735 \uc790\uc0b0 \uac00\uce58\uac00 \uc7ac\ud3c9\uac00\ub418\uace0 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uc704\uc0c1\uc774 \uac15\ud654\ub420 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"author":6,"featured_media":11713,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_themeisle_gutenberg_block_has_review":false,"_joinchat":[],"footnotes":""},"categories":[23,25,61],"tags":[],"class_list":["post-11712","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","category-noticias-argentina","category-informes-economicos"],"_links":{"self":[{"href":"https:\/\/hanin.org.ar\/index.php?rest_route=\/wp\/v2\/posts\/11712","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hanin.org.ar\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hanin.org.ar\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hanin.org.ar\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/hanin.org.ar\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11712"}],"version-history":[{"count":1,"href":"https:\/\/hanin.org.ar\/index.php?rest_route=\/wp\/v2\/posts\/11712\/revisions"}],"predecessor-version":[{"id":11714,"href":"https:\/\/hanin.org.ar\/index.php?rest_route=\/wp\/v2\/posts\/11712\/revisions\/11714"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hanin.org.ar\/index.php?rest_route=\/wp\/v2\/media\/11713"}],"wp:attachment":[{"href":"https:\/\/hanin.org.ar\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11712"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hanin.org.ar\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11712"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hanin.org.ar\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11712"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}