“호르무즈 위기, 한국 조선엔 슈퍼사이클 재점화”…중동 전쟁이 LNG·VLCC 발주 폭증 이끌었다

The ongoing Middle East conflict and instability at the Strait of Hormuz are disrupting global shipping markets, yet Korean shipbuilding is experiencing a resurgence of a ‘supercycle’ driven by LNG carriers and VLCCs. Notably, South Korea dominates LNG shipbuilding, securing 57.1% of recent orders due to increased U.S. LNG projects and strengthened energy security, indicating a shift in shipbuilding demand driven by geopolitical factors rather than simple market recovery.