甲 論 乙 駁 2.0%. SK,, LG,,, CJ,, A. (A, 59p ). 2009 1-0.1%YoY 1955 8 54. OECD 3~4. 2009... OPEC Non-OPEC (Prisoner s Dilemma). 2009 US$40~50..
2/12 2.0% 50bp.,.?.. Risk. A- A~AA. A~AA SK(AA+~AAA), (AA+), LG, (AA-~AA), GS(AA), (AA-), CJ(A+~AA-), (A~A+), (A-~A).,..
. 2/20-0.1%YoY. 1955 8 54. 2009 1 2009 3~4 OECD. OECD 2009 3-2.0%YoY 2009.. 2008 3, 2009 3 (base effect). 2008 12 OECD -8.9%YoY, 2009 7-25.0%YoY.
. 1949~1950, 1954~1955. 2009 1 0.3%MoM,,, 2009..
2009. 2008. 2008 12 OPEC 200,. 2008 623, 1. 2008 12 OPEC. 2008 7 OPEC 210.
, Non-OPEC. Game theory (Prisoner s Dilemma). 2009. 2009 15, Attractive KOREA 2009 US$30~60 band. GDP 1.17~2.60%. 1.17% 2009 US$24, 2.60% US$53. 2000 GDP 2.0% 2009 US$40~50. WTI US$33. US$30. 2003..