Á¦¸ñ | [¹Ì±¹] Æ®·³ÇÁ ÇàÁ¤ºÎ, ¾ÆÀÌÄÀÇ ¹ÙÀÌ¿À¿¬·á °³Á¤¾È °ÅºÎÇÒ µí |
ÀÛ¼ºÀÚ | tawake88 |
Á¶È¸¼ö | 664 |
ºí·ë¹ö±×(Bloomberg)´Â À̹ø ÁÖ Æ®·³ÇÁ ÇàÁ¤ºÎ°¡ Ä® ¾ÆÀÌÄ(CVR Refining(CVRR)ÀÇ °Å´ë ÁÖÁÖ)ÀÌ Á¦¾ÈÇÑ Àç»ý°¡´É¿¬·áÇ¥ÁØ(Renewable Fuel Standard; RFS2) °³Á¤À» °ÅºÎÇϱâ·Î °áÁ¤Çß´Ù°í º¸µµÇß´Ù. ¿À¹Ù¸¶ ÇàÁ¤ºÎ ´ç½Ã Àǹ«È¸¦ °üÀåÇß´ø ¹Ì ȯ°æº¸È£±¹(EnvironmentalProtection Agency; EPA)Àº 11¿ù ´ë¼± ´ç½Ã ¾ÆÀÌÄÀÇ °³Á¤ Á¦¾ÈÀ» È¿°úÀûÀ¸·Î¹æ¾îÇÑ ÀûÀÌ ÀÖ´Ù.
Èĺ¸ÀÌ´ø µµ³Îµå Æ®·³ÇÁ°¡ ¾ÆÀÌÄ°úÀÇ Ä£¹Ð°¨À» ³ªÅ¸³»¸ç ´ë¼±¿¡¼ ½Â¸®ÇÏÀÚCVR Refining, ¸ðȸ»ç CVR Energy (CVI), Valero (VLO),HollyFrontier (HFC), PBF Energy (PBF) °°Àº Á¤À¯»çµéÀÇ ÁÖ°¡°¡ ³ª½º´Ú500(S&P500)À» ³Ñ¾î ±ÞµîÇÏ¿´¾ú´Ù. ÀÌ·¯ÇÑ °ü°è´Â Æ®·³ÇÁ°¡ ÀÚ½ÅÀÇ ÇàÁ¤ºÎ¿¡ »õ·Î¿î ¡°±ÔÁ¦ °³Çõ ÁöµµÀÚ(regulatory reform czar)" ·Î ¾ÆÀÌÄÀ» Áö¸ñÇÏ¸é¼ °á½ÇÀ» ¸Î´Â µí º¸¿´´Ù. ¿ÃÇØ ÃÊ, ¾ÆÀÌÄÀº »õ·Î¿î ÇàÁ¤¸í·É ÃʾÈÀÌ ÀÌ¹Ì ¸¸µé¾îÁ³´Ù°í ±âÁ¤»ç½ÇÈÇÏ¸é¼ ÀÚ½ÅÀÇ ¸®´õ½±À» °ú½ÃÇÏ¸ç ¼±µµ ¹ÙÀÌ¿À¿¬·á ·Îºñ ±×·ìÀÎ Àç»ý°¡´É¿¬·áÇùȸ(Renewable FuelsAssociation) Á¶Â÷µµ ¼³µæÇÑ ¹Ù ÀÖ¾ú´Ù. ¿ä¾à 1. ¿©·¯ ¾ð·Ð ¸ÅüµéÀº Àǹ«È¥ÇÕÁ¦µµ¸¦ °³Á¤ÇÏ°íÀÚ ÇÏ´Â Ä® ¾ÆÀÌÄ(CarlIcahn)ÀÇ Á¦¾ÈÀÌ Æ®·³ÇÁ ´ëÅë·É ÁöÁö¸¦ ¾òÁö ¸øÇØ EPA·ÎºÎÅÍ °ÅºÎ´çÇÒ °ÍÀ̶ó°í º¸µµÇß´Ù. 2. À۳⠸», Æ®·³ÇÁ°¡ ¾ÆÀÌÄÀÇ Á¦¾ÈÀ» ½Å¼ÓÇÏ°Ô ¼ö¿ëÇÒ °ÍÀ̶ó´Â±â´ë°¨¿¡ ÁÖ°¡°¡ Ä¡¼Ú¾Ò´ø Á¤À¯¾÷°è(merchant refiners)¿¡°Ô´Â ¸Å¿ì ½Ç¸Á½º·¯¿î ¼Ò½ÄÀÌ´Ù. 3. ÀÌ ¼Ò½ÄÀº ½Ç¸Á½º·¯¿î 2ºÐ±â ½ÇÀûº¸°í¿Í Áö³ÁÖ ÀÖ¾ú´ø EPA°¡ RIN °¡°ÝÀ» ³·Ãâ ¼ö ÀÖ´Â ±ÇÇÑÀ» Á¦ÇÑÇÑ ¹Ì Ç×¼Ò¹ý¿ø(appellate court)ÀÇ °áÁ¤º¸´Ùµµ ´õ Å« ¼Ò½ÄÀÌ´Ù. 4. ÀÌ´Â 2013³â ÀÌÈÄ Ã³À½À¸·Î ½ÃÀå¿¡¼ ±ÔÁ¦¿¡ ´ëÇÑ È®½Ç¼ºÀ»º¸ÀåÇÑ´Ù´Â Ãø¸é¿¡¼ ¹ÙÀÌ¿À¿¬·á »ý»ê±â¾÷ ¹× ºñ-Àǹ« È¥ÇÕ±â¾÷µé¿¡°Ô´Â ±àÁ¤ÀûÀÎ ÁøÀüÀ̶ó ÇÒ ¼ö ÀÖ´Ù. Ãâó: Çѱ¹¹ÙÀÌ¿À¾ÈÀü¼ºÁ¤º¸¼¾ÅÍ(KBCH)¡º¹ÙÀÌ¿ÀÈÇлê¾÷µ¿Çâ(TWB)¡» ¿ø¹® : https://seekingalpha.com/article/4094851-trump-administration-rejects-icahns-biofuel-reform |
|
÷ºÎÆÄÀÏ |
|