경제안보 이슈의 부상과 대외협력 방향(Emergence of Economic Security Issues and External Cooperation Strategy)

본 보고서에서는 공급망·기술·에너지·식량 등 주요 분야뿐만 아니라 우주와 북한 체제의 안정성 악화에 의한 한국 경제의 하방 리스크 등 다양한 경제안보 이슈를 소개하고 이에 관한 대응 및 협력 방향을 모색하였다. As geopolitical conflicts escalate, such as the US-China conflict and the Russia-Ukraine war, friction arises in various fields such as supply chain, technology, and energy. These frictions can pose a threat to the economic growth and security of a country, so the fields that need to be analyzed from the perspective of economic security are gradually expanding. Therefore, this report introduces various economic security issues in major sectors such as supply chain, technology, energy, and food. It also examines the downside risks to the Korean economy due to the deterioration of stability in the North Korean regime and space. Finally, it suggests ways to respond and cooperate. Chapter 2 examines economic security issues and cooperation directions in the supply chain sector by analyzing GVC (Global Value Chain) and major countries’ policies for managing supply chain risks. Some of the major economic security issues in the supply chain are △the reorganization of supply chains due to the pandemic and geopolitical conflicts △the deterioration of the domestic industrial base due to increased dependence on the US and China for supply chains △the increased importance of emerging countries such as India, Mexico and Vietnam in the global supply chain. The main findings of the GVC analysis by 2021 show that the roles of the US and China in the global supply chain of major countries are continuously increasing, and that emerging countries such as India, Mexico, Vietnam and Brazil have become more important in the global supply chain. Moreover, as a result of reviewing the supply chain policies of major countries, it was found that they commonly pursued legislation to foster high value-added industries and support investment in core minerals. Therefore, Korea needs to strengthen bilateral consultations with the US and China through regular agreements, while enhancing supply chain connectivity with emerging countries whose importance in the supply chain is gradually increasing. In particular, it is necessary to actively participate in the formation of supply chain solidarity through multilateral/bilateral cooperation in order to prevent the fragmentation of the supply chain due to disputes between the US and China and geopolitical conflicts.(the rest omitted)