{"id":14493,"date":"2025-03-12T08:08:57","date_gmt":"2025-03-12T08:08:57","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/?p=14493"},"modified":"2026-03-22T05:42:56","modified_gmt":"2026-03-21T20:42:56","slug":"nickel-pellet-market-fmr","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/nickel-pellet-market-fmr\/","title":{"rendered":"\uc138\uacc4\uc758 \ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5 : \uc21c\ub3c4\ubcc4 (\uace0\uc21c\ub3c4(99.98% \uc774\uc0c1), \ud45c\uc900(99.98%)) \ud55c\uad6d, \uc544\uc2dc\uc544, \ubbf8\uad6d 2024\ub144-2034\ub144 \uc2dc\uc7a5 \ub3d9\ud5a5"},"content":{"rendered":"

\ub2c8\ucf08 \ud3a0\ub9bf \ud310\ub9e4 \ubd84\uc11d(2019~2023) vs. \uc2dc\uc7a5 \uc608\uce21(2024~2034)<\/p>\n

\ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc740 2019\ub144\ubd80\ud130 2023\ub144\uae4c\uc9c0 5.4%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \uc131\uc7a5\ud588\uace0, 2023\ub144 \ub9d0\uc5d0\ub294 18\uc5b5 4,520\ub9cc \ub2ec\ub7ec\uc758 \uac00\uce58\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc5ed\uc0ac\uc801\uc73c\ub85c \uc774 \uc2dc\uc7a5\uc740 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc81c\uc870\uc758 \uc99d\uac00, \ud56d\uacf5\uc6b0\uc8fc \ubd84\uc57c\uc758 \ub2c8\ucf08 \uae30\ubc18 \ud569\uae08 \uc218\uc694 \uc99d\uac00, \uc804\uae30 \uc790\ub3d9\ucc28\uc640 \uad00\ub828\ub41c \ucd08\uae30 \ub2e8\uacc4\uc758 \uc131\uc7a5\uc73c\ub85c \uc778\ud574 \uafb8\uc900\ud788 \uc131\uc7a5\ud574 \uc654\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed, \ud2b9\ud788 \uc911\uad6d\uc758 \ud655\uc7a5\uc73c\ub85c \uace0\uc21c\ub3c4 \ub2c8\ucf08 \ud3a0\ub9bf\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ud06c\uac8c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub2e8\uae30(2024~2027\ub144): \uc804\uae30 \uc790\ub3d9\ucc28\uc758 \uc131\uc7a5\uacfc \ub2c8\ucf08\uc774 \ud48d\ubd80\ud55c \ubc30\ud130\ub9ac\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 2024\ub144\uc5d0\uc11c 2027\ub144 \uc0ac\uc774\uc5d0 \uc131\uc7a5\uc138\uac00 \uac00\uc18d\ud654\ub420 \uac83\uc785\ub2c8\ub2e4. \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ubc0f \uc778\ud504\ub77c \uac1c\ubc1c\uc5d0 \ub300\ud55c \ud22c\uc790\uac00 \uc218\uc694\ub97c \ub354\uc6b1 \ucd09\uc9c4\ud560 \uac83\uc785\ub2c8\ub2e4. \ucc44\uad74 \ubc0f \uc815\uc81c \uae30\uc220\uc758 \ubc1c\uc804\uc73c\ub85c \uc0dd\uc0b0 \ud6a8\uc728\uc131\uc774 \ud5a5\uc0c1\ub420 \uac83\uc785\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc9c0\uc18d \uac00\ub2a5\uc131\uc774 \ud575\uc2ec\uc785\ub2c8\ub2e4.
\n\uc911\uae30(2027~2030\ub144): \uc774 \uae30\uac04 \ub3d9\uc548 \uc2dc\uc7a5\uc740 \uc804\uae30 \uc790\ub3d9\ucc28\uc758 \ubcf4\uae09\uc73c\ub85c \uc778\ud574 \ud6e8\uc52c \ub354 \uac15\ub825\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4. \ud2b9\ud788 \uc720\ub7fd\uacfc \ubd81\ubbf8\uc5d0\uc11c \uccad\uc815\uc5d0\ub108\uc9c0 \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \ub2c8\ucf08\uc758 \uc911\uc694\uc131\uc774 \uacc4\uc18d\ud574\uc11c \ub192\uc544\uc9c8 \uac83\uc785\ub2c8\ub2e4. \uc9c0\uc18d \uac00\ub2a5\ud55c \uc870\ub2ec\uc5d0 \ub300\ud55c \uaddc\uc81c\uac00 \uac15\ud654\ub418\uba74\uc11c \uc0b0\uc5c5\uc774 \ubcf4\ub2e4 \uce5c\ud658\uacbd\uc801\uc778 \uad00\ud589\uc73c\ub85c \ubcc0\ud654\ud558\uac8c \ub420 \uac83\uc774\uba70, \uc774\ub85c \uc778\ud574 \uac00\uce58 \uc0ac\uc2ac\uc758 \ud22c\uba85\uc131\uacfc \ud6a8\uc728\uc131\uc774 \ub354\uc6b1 \ub192\uc544\uc9c8 \uac83\uc785\ub2c8\ub2e4.
\n\uc7a5\uae30(2030~2034\ub144): 2030~2034\ub144 \uc0ac\uc774\uc5d0\ub294 \ub2c8\ucf08 \ud3a0\ub9bf\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc644\uc804\ud788 \uc131\uc219\ud574\uc9c8 \uac83\uc774\uba70, \uc804\uae30 \uc774\ub3d9\uc131 \ubc0f \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc0b0\uc5c5\uc774 \uc218\uc694\ub97c \uc8fc\ub3c4\ud560 \uac83\uc785\ub2c8\ub2e4. \ub2c8\ucf08 \uc7ac\ud65c\uc6a9 \ubc0f \ud0c4\uc18c \uc911\ub9bd \ucc44\uad74 \uacf5\uc815\uacfc \uad00\ub828\ub41c \ud601\uc2e0\uc801\uc778 \uae30\uc220\uc774 \uc5c5\uacc4\uc758 \uc120\ub450 \uc8fc\uc790\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.
\nFact.MR\uc5d0 \ub530\ub974\uba74, \ub2c8\ucf08 \ud3a0\ub9bf\uc758 \uac00\uaca9\uc740 2024\ub144\uc5d0 19\uc5b5 5,800\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc218\uc694\ub294 2034\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.9%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \uc608\uce21 \uae30\uac04(2024~2034\ub144) \ub9d0\uae4c\uc9c0 34\uc5b5 7,330\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n

\uc2dc\uc7a5 \uc5ed\ud559<\/p>\n

\ub2c8\ucf08 \ud3a0\ub9bf \uc218\uc694\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uc6d0\ub3d9\ub825\uc740 \ubb34\uc5c7\uc785\ub2c8\uae4c?
\n\u201c\uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8 \uc0dd\uc0b0\uc758 \uc131\uc7a5\uacfc \uc804\uae30 \uc790\ub3d9\ucc28\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\uac00 \ub2c8\ucf08 \ud3a0\ub9bf \uc218\uc694\ub97c \ud06c\uac8c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\u201d<\/p>\n

\ub2c8\ucf08\uc740 \uc8fc\ub85c \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc81c\uc870\uc5d0 \uc0ac\uc6a9\ub418\uc5b4 \uac15\ucca0\uc758 \ub0b4\uc2dd\uc131\uacfc \uac15\ub3c4\ub97c \ud5a5\uc0c1\uc2dc\ud0a4\uace0 \ub0b4\uad6c\uc131\uc744 \ub192\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc6b0\uc218\ud55c \ud2b9\uc131 \ub355\ubd84\uc5d0 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15\uc740 \uac74\uc124, \uc790\ub3d9\ucc28, \uc2dd\ud488 \uac00\uacf5, \uc758\ub8cc \uae30\uae30 \ub4f1 \ub2e4\uc591\ud55c \ubd84\uc57c\uc5d0\uc11c \ud3ed\ub113\uac8c \uc0ac\uc6a9\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc774\ub7ec\ud55c \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15\uc5d0 \ub300\ud55c \uc218\uc694\ub294 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc0b0\uc5c5\ud654\uc640 \ub3c4\uc2dc\ud654\uac00 \uc9c4\ud589\ub418\uace0 \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \ud22c\uc790\uac00 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \ub530\ub77c\uc11c \ub2c8\ucf08 \ud3a0\ub9bf\uc5d0 \ub300\ud55c \uc218\uc694\ub3c4 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc911\uad6d\uc740 \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8\uc758 \ucd5c\ub300 \uc0dd\uc0b0\uad6d\uc774\uc790 \uc18c\ube44\uad6d\uc73c\ub85c\uc11c \ub2c8\ucf08 \ud3a0\ub9bf\uc758 \uc911\uc694\ud55c \uc2dc\uc7a5\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc9c4\ucd28 \uadf8\ub8f9(Jinchuan Group)\uacfc \ud654\uc720 \uc2e0\uc5d0\ub108\uc9c0 \uae30\uc220(Huayou New Energy Technology [Quzhou] Co., Ltd.)\uacfc \uac19\uc740 \uae30\uc5c5\ub4e4\uc740 \uc911\uad6d\uc758 \ubc1c\uc804\ud558\ub294 \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8 \uc0b0\uc5c5\uc5d0 \ub2c8\ucf08 \uc81c\ud488\uc744 \uacf5\uae09\ud558\ub294 \ub370 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud588\uc2b5\ub2c8\ub2e4. \ub9c8\ucc2c\uac00\uc9c0\ub85c, \uc720\ub7fd\uc758 \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8 \uc0dd\uc0b0 \uc5c5\uccb4\uc778 Outokumpu\uc640 \uac19\uc740 \uc5c5\uccb4\ub4e4\uc774 Vale SA\uc640 Nornickel\uc758 \ub2c8\ucf08 \ud3a0\ub9bf \uc218\uc694\ub97c \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uadf8 \uc678\uc5d0\ub3c4 \uc804\uae30 \uc790\ub3d9\ucc28\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8 \uc0dd\uc0b0\uc758 \ub610 \ub2e4\ub978 \uc694\uc778\uc785\ub2c8\ub2e4. \uc804\uae30 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5d0\ub294 \uc790\ub3d9\ucc28 \ubd80\ud488\uc5d0 \uc911\uc694\ud55c \ubd80\uc2dd\uc5d0 \ub300\ud55c \uc800\ud56d\uc131\uacfc \uac15\ub3c4\ub97c \uace0\ub824\ud558\uc5ec \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \ub610\ud55c, Glencore, BHP Group, Nickel West\uc640 \uac19\uc740 \ub2c8\ucf08 \ud3a0\ub9bf \uc0dd\uc0b0 \uc5c5\uccb4\ub4e4\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\ub4e4\uc740 \uc2dc\uc7a5\uc758 \uc99d\uac00\ud558\ub294 \uc218\uc694\ub97c \ucda9\uc871\uc2dc\ud0a4\uae30 \uc704\ud574 \ud604\uc7ac \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ub2c8\ucf08 \ud3a0\ub9bf\uc774 \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8 \uc0dd\uc0b0\uc758 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\ub294 \ub370 \uc5bc\ub9c8\ub098 \uc911\uc694\ud55c\uc9c0 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n

\u201c\ub2c8\ucf08 \uc0dd\uc0b0\uc758 \uae30\uc220 \ubc1c\uc804\u201d<\/p>\n

\ub2c8\ucf08 \uc0dd\uc0b0\uc758 \uae30\uc220 \ubc1c\uc804\uc740 \ub2c8\ucf08 \ud3a0\ub9bf \uc0dd\uc0b0\uc758 \ud6a8\uc728\uc131, \uc9c0\uc18d \uac00\ub2a5\uc131, \uc804\ubc18\uc801\uc778 \ud488\uc9c8\uc744 \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ub2c8\ucf08\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c, \ud2b9\ud788 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc0dd\uc0b0\uacfc \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \ubd84\uc57c\uc5d0\uc11c \ub2c8\ucf08\uc758 \ucd94\ucd9c, \uc815\uc81c, \ud3a0\ub9bf\ud654 \uacfc\uc815\uc744 \ubcf4\ub2e4 \uc6d0\ud65c\ud558\uac8c \ud560 \uc218 \uc788\ub294 \ub2e4\uc591\ud55c \ud601\uc2e0\uc801\uc778 \uae30\uc220\uc744 \uc2dc\ub3c4\ud574 \uc654\uc2b5\ub2c8\ub2e4. \uace0\uc555 \uc0b0\uc131 \uce68\ucd9c\uc740 \uacfc\uac70\uc5d0\ub294 \uac00\uacf5\uc774 \uc5b4\ub824\uc6e0\ub358 \ud48d\ubd80\ud55c \ub77c\ud14c\ub77c\uc774\ud2b8 \uad11\uc11d\uc5d0\uc11c \ucd94\ucd9c\ud560 \uc218 \uc788\uac8c \ud574\uc8fc\ub294 \uc911\uc694\ud55c \ubc1c\uc804 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4. \uc774 \uae30\uc220\uc744 \uc0ac\uc6a9\ud558\ub294 \ud68c\uc0ac\ub85c\ub294 Sherritt International Corporation\uacfc Ambatovy\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc774 \ud68c\uc0ac\ub4e4\uc740 \uc774\ub7ec\ud55c \uae30\uc220\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc800\uae09 \uad11\uc11d\uc5d0\uc11c \ub2c8\ucf08\uc744 \ub354 \uc801\uc808\ud558\uac8c \ucd94\ucd9c\ud568\uc73c\ub85c\uc368 \uc0dd\uc0b0\ub7c9\uc744 \uadf9\ub300\ud654\ud558\ub294 \uac83 \uc678\uc5d0\ub3c4 \ub0ad\ube44\ub97c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud604\uc7ac \uc778\ub3c4\ub124\uc2dc\uc544\uc640 \ud544\ub9ac\ud540\uacfc \uac19\uc774 \ub77c\ud14c\ub77c\uc774\ud2b8 \ub9e4\uc7a5\ub7c9\uc774 \ub9ce\uc740 \uad6d\uac00\uc5d0\uc11c \uc0dd\uc0b0\uc744 \ucd09\uc9c4\ud558\uace0 \uc138\uacc4 \uc2dc\uc7a5\uc5d0 \ub2c8\ucf08\uc744 \uacf5\uae09\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \ub2e8\uacc4\uc785\ub2c8\ub2e4.<\/p>\n

\uac8c\ub2e4\uac00, \uc804\uae30 \uc815\uc81c \ubc0f \uc804\uae30 \uc81c\ub828 \uacf5\uc815\uc5d0\uc11c\uc758 \uc815\uc81c \ubc0f \uae30\uc220\uc801 \uc9c4\ubcf4\ub85c \ub2c8\ucf08 \ud3a0\ub9bf\uc758 \ud488\uc9c8\uacfc \uc21c\ub3c4\uac00 \ud5a5\uc0c1\ub418\uc5c8\uc2b5\ub2c8\ub2e4. Vale SA \ubc0f Nornickel\uacfc \uac19\uc740 \ud68c\uc0ac\ub4e4\uc740 \ubc30\ud130\ub9ac \uc81c\uc870 \ubc0f \uace0\uae09 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15\uc744 \ud3ec\ud568\ud55c \ud2b9\uc815 \uc751\uc6a9 \ubd84\uc57c\uc5d0 \ud544\uc218\uc801\uc778 \uace0\uc21c\ub3c4\uc758 \ub2c8\ucf08\uc744 \uc0dd\uc0b0\ud558\uae30 \uc704\ud574 \uc815\uc81c \ubd84\uc57c\uc758 \ucca8\ub2e8 \uae30\uc220\uc744 \ucc44\ud0dd\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc774\ub294 \uace0\uc131\ub2a5 \uc18c\uc7ac\ub97c \uc694\uad6c\ud558\ub294 \uc81c\uc870 \uacf5\uc815\uc5d0\uc11c \ub2c8\ucf08 \ud3a0\ub9bf\uc758 \ud488\uc9c8\uc5d0 \ub300\ud55c \uc77c\uad00\uc131\uacfc \uc2e0\ub8b0\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \uc694\uc18c\uc785\ub2c8\ub2e4. \ub610\ud55c, \uae30\uc5c5\ub4e4\uc740 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac, \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8 \ub4f1 \uc218\uba85\uc774 \ub2e4\ud55c \uc81c\ud488\uc5d0\uc11c \ub2c8\ucf08\uc744 \uc7ac\ud65c\uc6a9\ud558\ub294 \uc0c8\ub85c\uc6b4 \ubc29\ubc95\uc744 \uc5f0\uad6c\ud558\uc5ec \uc21c\ud658 \uacbd\uc81c\ub97c \ud5a5\ud574 \ub098\uc544\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc758 \uacbd\uc7c1\uc790\ub4e4\uc774 \uc9c1\uba74\ud55c \uc8fc\uc694 \uc81c\uc57d\uc740 \ubb34\uc5c7\uc785\ub2c8\uae4c?
\n\u201c\ub2c8\ucf08 \ucc44\uad74\uc5d0 \ub300\ud55c \ud658\uacbd \ubb38\uc81c\u201d<\/p>\n

\uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15\uacfc \uc804\uae30 \uc790\ub3d9\ucc28 \ubc30\ud130\ub9ac\uc758 \ud575\uc2ec \uad6c\uc131 \uc694\uc18c\uc778 \ub2c8\ucf08\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ud604\uc7ac \uae09\uaca9\ud788 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub85c \uc778\ud574 \ub77c\ud14c\ub77c\uc774\ud2b8 \uad11\uc11d\uc5d0\uc11c \ub2c8\ucf08\uc744 \ud6e8\uc52c \ub354 \ub9ce\uc774 \ucd94\ucd9c\ud574\uc57c \ud558\ub294 \uc0c1\ud669\uc774 \ubc1c\uc0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2c8\ucf08 \uc218\uc694 \uc99d\uac00\uac00 \uc9d1\uc911\uc801\uc778 \ucc44\uad74 \ubc29\uc2dd\uacfc \uad00\ub828\uc774 \uc788\ub2e4\ub294 \uac83\uc740 \uc758\uc2ec\ud560 \uc5ec\uc9c0\uac00 \uc5c6\uc2b5\ub2c8\ub2e4. \uc9d1\uc911\uc801\uc778 \ucc44\uad74 \ubc29\uc2dd\uc740 \uc2ec\uac01\ud55c \ud658\uacbd \ud30c\uad34\ub97c \uc57c\uae30\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \ub300\uaddc\ubaa8 \uc0bc\ub9bc \ubc8c\ucc44, \ud1a0\uc591 \uce68\uc2dd, \uc2ec\uc9c0\uc5b4 \uc624\uc5fc\uc744 \uc57c\uae30\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0, \uc0dd\ud0dc \ub2e8\uccb4\ub4e4\uc740 \uac1c\ubc1c\uacfc \uc9c0\uad6c\uc758 \uac74\uac15 \uc0ac\uc774\uc758 \uade0\ud615\uc744 \ub9de\ucd94\uae30 \uc704\ud55c \ub178\ub825\uc758 \uc77c\ud658\uc73c\ub85c \uc6b0\ub9ac\uc758 \uc790\uc5f0 \ud658\uacbd\uacfc \uc0dd\ud0dc\uacc4\ub97c \ubcf4\uc874\ud558\uae30 \uc704\ud574 \ud6e8\uc52c \ub354 \uc5c4\uaca9\ud55c \uaddc\uce59\uacfc \uaddc\uc815\uc744 \ucd94\uc9c4\ud558\ub824\uace0 \ub178\ub825\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub2c8\ucf08 \uad11\uc0b0\uc740 \ub300\uae30\ub85c \ubc30\ucd9c\ub418\ub294 \ud0c4\uc18c\uc758 \uc591\uc744 \ub298\ub9ac\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4. \ub77c\ud14c\ub77c\uc774\ud2b8 \uad11\uc11d\uc5d0 \uc77c\ubc18\uc801\uc73c\ub85c \uc0ac\uc6a9\ub418\ub294 \uace0\uc555 \uc0b0\uc131 \uce68\ucd9c\uacfc \uac19\uc740 \ubaa8\ub4e0 \uacf5\uc815\uc740 \ub9ce\uc740 \uc591\uc758 \uc5d0\ub108\uc9c0\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc774\ub85c \uc778\ud574 \ub300\uae30\ub85c \ubc30\ucd9c\ub418\ub294 \uc628\uc2e4 \uac00\uc2a4\uc758 \uc591\uc774 \uc99d\uac00\ud558\uac8c \ub418\uace0, \uc774\ub294 \ud2b9\ud788 \ub300\uae30\uc5d0 \ud574\ub85c\uc6b4 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n

\uc774\ub7ec\ud55c \ud658\uacbd\uc801 \uc704\ud5d8 \ub54c\ubb38\uc5d0 \uc77c\ubc18 \ub300\uc911\uacfc \uc815\ucc45 \uc785\uc548\uc790\ub4e4 \uc0ac\uc774\uc5d0\uc11c \uc774 \ubb38\uc81c\uac00 \uc5ec\ub7ec \uac00\uc9c0\ub85c \uc8fc\ubaa9\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uc778\ub3c4\ub124\uc2dc\uc544\uc640 \uac19\uc774 \ub2c8\ucf08 \uc0dd\uc0b0\uc5d0 \ud06c\uac8c \uc758\uc874\ud558\uace0 \uc788\ub294 \ub098\ub77c\ub4e4\uc5d0\uc11c \ucc44\uad74 \ud65c\ub3d9\uc774 \ud658\uacbd\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc5d0 \ub300\ud55c \ub2e4\uc591\ud55c \ub2e8\uccb4\uc758 \ube44\ud310\uc774 \uc99d\uac00\ud558\uba74\uc11c \ucc44\uad74 \ud65c\ub3d9\uc5d0 \ub300\ud55c \uc870\uc0ac\uac00 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ucc44\uad74 \uacfc\uc815\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \ub3c5\uc131 \uad11\ubbf8\ub294 \uc885\uc885 \uc9c0\uc5ed \uc218\uacc4\ub85c \ud758\ub7ec \ub4e4\uc5b4\uac00\uc11c, \uadf8 \uc218\uacc4\ub97c \uc774\uc6a9\ud558\ub294 \uc0dd\ud0dc\uacc4\uc640 \uc9c0\uc5ed \uc0ac\ud68c\uc5d0 \ub354 \ud070 \ud53c\ud574\ub97c \uc785\ud799\ub2c8\ub2e4. \ud544\ub9ac\ud540\uc740 \uc810\uc810 \ub354 \uc2ec\uac01\ud55c \ud658\uacbd \uc704\uae30\uc5d0 \uc9c1\uba74\ud574 \uc788\uc73c\uba70, \ud658\uacbd\uc5d0 \ubbf8\uce58\ub294 \uc704\ud5d8\ud55c \uc601\ud5a5\uc744 \uc904\uc774\uae30 \uc704\ud55c \uc218\ub2e8\uc73c\ub85c \ub2c8\ucf08 \ucc44\uad74\uc5d0 \uad00\ud55c \ub354 \uc5c4\uaca9\ud55c \uc815\ucc45\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ud2b9\ud788 \ub2c8\ucf08\uc774 \ub9ce\uc774 \ub9e4\uc7a5\ub418\uc5b4 \uc788\ub294 \uc5f4\ub300 \uc9c0\uc5ed\uc758 \uc0bc\ub9bc \ud30c\uad34\ub294 \uc778\uc2dd\uacfc \uc8fc\uc758\uac00 \ud544\uc694\ud55c \ub2e4\ub978 \ubb38\uc81c\ub4e4 \uc911\uc5d0\uc11c\ub3c4 \ub450\ub4dc\ub7ec\uc9c0\ub294 \ubb38\uc81c\uc785\ub2c8\ub2e4. \uc774\ub294 \uc9c0\uc5ed \uc0dd\ud0dc\uacc4\uc640 \uc7a0\uc7ac\uc801\uc73c\ub85c \uc0dd\ubb3c \ub2e4\uc591\uc131\uc5d0\ub3c4 \ub9e4\uc6b0 \ud574\ub86d\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \ud658\uacbd \ub2e8\uccb4\uc640 \ubaa8\ub4e0 \uc885\ub958\uc758 \uc639\ud638 \ub2e8\uccb4\ub85c\ubd80\ud130 \uad11\ubc94\uc704\ud55c \uc870\uc9c1\uc801 \ubc18\ub300\uac00 \uc81c\uae30\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n

\uae00\ub80c\ucf54\uc5b4\uc640 BHP \uadf8\ub8f9\uc758 \ub2c8\ucf08 \uc6e8\uc2a4\ud2b8\ub294 \ud658\uacbd \uce5c\ud654\uc801 \uae30\uc220\uc5d0 \uc218\ubc31\ub9cc \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uace0, \ud0c4\uc18c \ud3ec\uc9d1 \ubc29\ubc95\uacfc \ub300\uccb4 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\ub97c \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud658\uacbd \uce5c\ud654\uc801 \uc81c\uc548\uc758 \ub300\ubd80\ubd84\uc740 \uc790\ubcf8 \ud22c\uc790 \uce21\uba74\uc5d0\uc11c \uc9d1\uc911\uc801\uc774\uba70, \ub530\ub77c\uc11c \uc774\ub7ec\ud55c \uc81c\uc548\uc5d0 \ucc38\uc5ec\ud558\ub294 \uae30\uc5c5\uc758 \ub2e8\uae30 \uc131\uc7a5 \uc804\ub9dd\uc744 \ub2e4\uc18c \uc57d\ud654\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n

\uad6d\uac00\ubcc4 \ud1b5\ucc30\ub825<\/p>\n

\uad6d\uac00\ubcc4 \ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5 CAGR \uc608\uce21<\/p>\n

\ub2c8\ucf08 \ud3a0\ub9bf \uc218\uc694\uac00 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \uad6d\uac00\ub294 \uc5b4\ub514\uc778\uac00\uc694?
\n\u201c\uc911\uad6d\uc740 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15\uacfc \uc804\uae30 \uc790\ub3d9\ucc28 \ubc30\ud130\ub9ac \uc0dd\uc0b0\ub7c9\uc774 \ub9ce\uc544 \ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\u201d<\/p>\n

\uc911\uad6d\uc740 \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8 \uc0dd\uc0b0\uacfc \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc81c\uc870 \ubd84\uc57c\uc5d0\uc11c \ubaa8\ub450 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\ub2e4\ub294 \uc0ac\uc2e4\uc740 \uc911\uad6d\uc774 \uc138\uacc4 \ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc758 \uc120\ub450\uc5d0 \uc788\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc138\uacc4 \uc0dd\uc0b0\ub7c9\uc758 50% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\ub294 \uc138\uacc4 \ucd5c\ub300\uc758 \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8 \uc0dd\uc0b0\uad6d\uc778 \uc911\uad6d\uc740 \uc774 \uc0b0\uc5c5\uc758 \ud22c\uc785\ubb3c\ub85c \ub2c8\ucf08\uc5d0 \ud06c\uac8c \uc758\uc874\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub2c8\ucf08\uc740 \ubd80\uc2dd\uc5d0 \ub300\ud55c \uc800\ud56d\uc131\uc774 \ub192\uc740 \ud615\ud0dc \uc911 \ud558\ub098\uc778 \uc624\uc2a4\ud14c\ub098\uc774\ud2b8\uacc4 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15\uc744 \uc81c\uc870\ud558\ub294 \ub370 \ub9e4\uc6b0 \uc911\uc694\ud55c \uc6d0\ub8cc\uc774\uba70, \uac74\ucd95, \uc81c\uc870, \uc778\ud504\ub77c \ubd84\uc57c\uc5d0\uc11c \uc77c\ubc18\uc801\uc73c\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc8fc\uc694 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc0dd\uc0b0\uc5c5\uccb4\ub85c\ub294 \uccad\uc0b0\uc9c0\uc8fc\uadf8\ub8f9(Tsingshan Holding Group)\uacfc \ubc14\uc624\uc2a4\ud2f8(Baosteel)\uc774 \uc788\uc73c\uba70, \uc774\ub4e4\uc740 \ucca0\uac15 \uc81c\ud488\uc758 \ud488\uc9c8\uacfc \uac15\ub3c4\ub97c \ub192\uc774\uae30 \uc704\ud574 \uace0\uc21c\ub3c4 \ub2c8\ucf08 \ud3a0\ub9bf\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n

2022\ub144 \uc911\uad6d\uc5d0\uc11c \uc0dd\uc0b0\ub41c \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8\uc758 \uc591\uc740 3\ucc9c\ub9cc \ud1a4\uc744 \ub118\uc5b4\uc11c\uba70, \uc774\ub294 \ub2c8\ucf08\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ub9e4\uc6b0 \ub192\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc911\uad6d\uc774 \uc778\ud504\ub77c \ubc0f \uc0b0\uc5c5 \uac1c\ubc1c\uacfc \uad00\ub828\ub41c \uc218\ubc31\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ud22c\uc790\ud568\uc5d0 \ub530\ub77c \uc774\ub7ec\ud55c \uc218\uc694\ub294 \uc9c0\uc18d\uc801\uc73c\ub85c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc678\uc5d0\ub3c4 \uc911\uad6d\uc740 \uc804\uae30 \uc790\ub3d9\ucc28 \uc81c\uc870 \ubd84\uc57c\uc5d0\uc11c \uc120\ub3c4\uc801\uc778 \uad6d\uac00 \uc911 \ud558\ub098\ub85c \uac04\uc8fc\ub418\uba70, \uc774\ub294 \ubc30\ud130\ub9ac\uc5d0 \ub300\ud55c \ub2c8\ucf08\uc758 \ub192\uc740 \uc218\uc694\uc758 \ub610 \ub2e4\ub978 \uc6d0\uc778\uc73c\ub85c \uac04\uc8fc\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uadf8 \uc678\uc5d0\ub3c4 \ub2c8\ucf08\uc740 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uae30\uc220, \ud2b9\ud788 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uac00 \ub354 \ub192\uace0 \uc804\uae30\ucc28 \uc8fc\ud589 \uac00\ub2a5 \uac70\ub9ac\uac00 \ub354 \uae34 \ub2c8\ucf08-\ucf54\ubc1c\ud2b8-\ub9dd\uac04 \ubc30\ud130\ub9ac \uae30\uc220\uc5d0\uc11c \ub9e4\uc6b0 \uc911\uc694\ud55c \uc694\uc18c\uc785\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc8fc\uc694 \uc804\uae30\ucc28 \uae30\uc5c5\uc778 BYD\uc640 NIO\ub294 \uac70\ub300 \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\uc778 CATL(Contemporary Amperex Technology Co. Ltd.)\uacfc \ud568\uaed8 \ubc30\ud130\ub9ac\uc758 \uace0\uc131\ub2a5 \uc74c\uadf9\uc744 \uc81c\uc870\ud558\ub294 \ub370 \ub2c8\ucf08\uc744 \ub9e4\uc6b0 \ub9ce\uc774 \uc0ac\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n

\uc815\ubd80\uc758 \uc778\uc13c\ud2f0\ube0c\uc640 \ud658\uacbd \uc815\ucc45\uc5d0 \ud798\uc785\uc5b4 \uacf5\uaca9\uc801\uc778 \uc804\uae30\ucc28 \ubcf4\uae09 \uc815\ucc45\uc73c\ub85c 2023\ub144\uae4c\uc9c0 \uc911\uad6d\uc774 \uc804 \uc138\uacc4 \uc804\uae30\ucc28 \ud310\ub9e4\ub7c9\uc758 \uac70\uc758 60%\ub97c \ucc28\uc9c0\ud558\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uccad\uc815 \uc5d0\ub108\uc9c0\uc640 \uc804\uae30 \uc6b4\uc1a1\uc73c\ub85c\uc758 \uc9c0\uc18d\uc801\uc778 \uc804\ud658\uc73c\ub85c \uc911\uad6d\uc758 \ub2c8\ucf08 \uc218\uc694\ub294 \uacc4\uc18d \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

\uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8\uacfc \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc0dd\uc0b0\uc744 \ud569\uce58\uba74, \uc911\uad6d\uc740 \ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc5d0\uc11c \uc5ec\uc804\ud788 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc774 \uc0b0\uc5c5 \ubc1c\uc804\uacfc \uccad\uc815\uc5d0\ub108\uc9c0 \uc804\ud658\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc5d0, \ub2c8\ucf08\uc5d0 \ub300\ud55c \uc218\uc694\ub294 \uc801\uc5b4\ub3c4 \uac00\uae4c\uc6b4 \ubbf8\ub798\uc5d0 \uc9c0\uc18d\ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

\uc911\uad6d \uc2dc\uc7a5\uc740 2024\ub144\uae4c\uc9c0 2\uc5b5 8,100\ub9cc \ub2ec\ub7ec\uc758 \uac00\uce58\ub97c \uac00\uc9c8 \uac83\uc73c\ub85c \ucd94\uc815\ub418\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 37.2%\uc785\ub2c8\ub2e4.<\/p>\n

\u201c\uc804\uae30\ucc28 \uc0b0\uc5c5\uc758 \uae09\uc18d\ud55c \uc131\uc7a5\uc774 \ubbf8\uad6d \ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc758 \ub9e4\ub825\uc744 \ub192\uc774\uace0 \uc788\ub2e4\u201d<\/p>\n

\ubbf8\uad6d\uc774 \ubcf4\ub2e4 \ud658\uacbd\uce5c\ud654\uc801\uc778 \uc5d0\ub108\uc9c0 \uc6d0\uc73c\ub85c \uc804\ud658\ud558\uace0 \ud0c4\uc18c \ubc30\ucd9c\ub7c9\uc744 \uc904\uc774\uae30 \uc704\ud574 \ub178\ub825\ud558\uba74\uc11c \uc804\uae30\ucc28 \uc0dd\uc0b0\ub7c9\uc774 \uae09\uaca9\ud788 \uc99d\uac00\ud588\uace0, \uadf8 \uacb0\uacfc \ub2c8\ucf08 \uc2dc\uc7a5\uc774 \ud06c\uac8c \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub2c8\ucf08\uc740 \ud2b9\ud788 NCM \ubc0f NCA\uc640 \uac19\uc740 \ub2c8\ucf08\uc774 \ud48d\ubd80\ud55c \ud654\ud559 \ubb3c\uc9c8\uc5d0\uc11c \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \ud575\uc2ec \uc6d0\ub8cc\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud615\uc740 \uc8fc\ud589 \uac70\ub9ac\ub97c \ub298\ub9ac\ub294 \ub370 \ud544\uc694\ud55c \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uac00\uc9c0\uace0 \uc788\ub2e4\uace0 \uc5ec\uaca8\uc9c0\uba70, \uc774\ub294 \uc18c\ube44\uc790\uac00 \uc804\uae30\ucc28\ub97c \uc218\uc6a9\ud558\ub294 \uc8fc\uc694 \uc694\uc778 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4.<\/p>\n

\ud14c\uc2ac\ub77c, \ud3ec\ub4dc, \uc81c\ub108\ub7f4 \ubaa8\ud130\uc2a4 \ub4f1 \uc8fc\uc694 \uc790\ub3d9\ucc28 \ud68c\uc0ac\ub4e4\uc740 \uc18c\ube44\uc790\uc758 \uc99d\uac00\ud558\ub294 \uc218\uc694\ub97c \ucda9\uc871\uc2dc\ud0a4\uace0 \uc804\uae30\ud654\ub97c \ucd09\uc9c4\ud558\uae30 \uc704\ud55c \uc218\ub9ce\uc740 \uc5c4\uaca9\ud55c \uc815\ubd80 \uaddc\uc815\uc744 \uc900\uc218\ud558\uae30 \uc704\ud574 \uc804\uae30\ucc28 \uc81c\uc870\uc5d0 \ub9c9\ub300\ud55c \ud22c\uc790\ub97c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc608\ub97c \ub4e4\uc5b4, \ud3ec\ub4dc\ub294 2026\ub144 \ub9d0\uae4c\uc9c0 \uc804\uae30 \uc790\ub3d9\ucc28 \uac1c\ubc1c\uc5d0 500\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ud22c\uc790\ud558\uaca0\ub2e4\uace0 \uc57d\uc18d\ud588\uace0, GM\uc740 2035\ub144\uae4c\uc9c0 \uc644\uc804\ud55c \uc804\uae30 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uac00 \ub418\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc804\ud658\uc740 \uc9c0\uc18d \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \uc774\ub4e4 \uae30\uc5c5\uc758 \uae30\uc5c5 \ube44\uc804\ubfd0\ub9cc \uc544\ub2c8\ub77c \uace0\uc131\ub2a5 \ubc30\ud130\ub9ac\uc5d0 \ud544\uc218\uc801\uc778 \ub2c8\ucf08\uacfc \uac19\uc740 \uc7ac\ub8cc\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n

\uc804\uae30 \uc790\ub3d9\ucc28 \ubcf4\uae09\uc744 \uc704\ud55c \ubbf8\uad6d \uc815\ubd80\uc758 \uc778\uc13c\ud2f0\ube0c\uc640 \uc815\ucc45(\ucda9\uc804\uc18c\uc6a9 \uc138\uae08 \uacf5\uc81c \ubc0f \uc778\ud504\ub77c \uac1c\ubc1c \ub4f1)\uc740 \uc804\uae30 \uc790\ub3d9\ucc28 \uc2dc\uc7a5\uc744 \ucd09\uc9c4\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc804\uae30 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc804\uae30 \uc790\ub3d9\ucc28 \ubc30\ud130\ub9ac\uc5d0 \uc0ac\uc6a9\ud560 \uc548\uc815\uc801\uc774\uace0 \uc9c0\uc18d \uac00\ub2a5\ud55c \ub2c8\ucf08 \uacf5\uae09\uc6d0\uc744 \ubaa8\uc0c9\ud558\uae30 \ub54c\ubb38\uc5d0 \ub2c8\ucf08 \ud3a0\ub9bf \uc218\uc694\uc5d0 \uae0d\uc815\uc801\uc778 \uc5f0\uc1c4 \ud6a8\uacfc\ub97c \uac00\uc838\uc635\ub2c8\ub2e4.<\/p>\n

2034\ub144\uae4c\uc9c0 \ubbf8\uad6d \ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc740 2024\ub144 1\uc5b5 9,430\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 3\uc5b5 3,510\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n

\uce74\ud14c\uace0\ub9ac\ubcc4 \uc778\uc0ac\uc774\ud2b8<\/p>\n

\u201c\ud45c\uc900(99.98%) \uc21c\ub3c4\uc758 \ub2c8\ucf08 \ud3a0\ub9bf\uc774 \uac00\uc7a5 \ub192\uc740 \uc2dc\uc7a5 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4\u201d<\/p>\n

99.98%\uc758 \ud45c\uc900 \uc21c\ub3c4\ub97c \uc790\ub791\ud558\ub294 \ub2c8\ucf08 \ud3a0\ub9bf\uc740 \uadf8 \ud3ed\ub113\uace0 \ub2e4\uc591\ud55c \uc6a9\ub3c4\uc640 \uc6b0\uc218\ud55c \ud488\uc9c8 \ub355\ubd84\uc5d0 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc7a5\uc545\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud3a0\ub9bf\uc740 99.98%\uc758 \ub2c8\ucf08\uc744 \ud568\uc720\ud558\uace0 \uc788\uc73c\uba70, \uc8fc\ub85c \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8 \uc0dd\uc0b0, \uc804\uae30 \ub3c4\uae08, \ubc30\ud130\ub9ac \uc81c\uc870, \ud2b9\ud788 \uc804\uae30 \uc790\ub3d9\ucc28(EV)\uc5d0 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uc624\uc5fc\uc774 \uac70\uc758 \uc5c6\uae30 \ub54c\ubb38\uc5d0, \uc77c\uad00\ub41c \uc131\ub2a5\uacfc \ud488\uc9c8\uc758 \uc0b0\ucd9c\ubb3c\uc774 \uc694\uad6c\ub418\ub294 \uc0b0\uc5c5\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4.<\/p>\n

\uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc0b0\uc5c5\uc740 \uace0\uc21c\ub3c4 \ub2c8\ucf08 \ud3a0\ub9bf\uc758 \ucd5c\ub300 \uc18c\ube44\ucc98 \uc911 \ud558\ub098\uc774\uba70, \ubd80\uc2dd \ubc29\uc9c0 \ud569\uae08 \uc81c\uc870\uc5d0 \uc5c6\uc5b4\uc11c\ub294 \uc548 \ub420 \uc7ac\ub8cc\uc785\ub2c8\ub2e4. \uac15\ucca0\uc758 \uac15\ub3c4\uc640 \uc778\uc131\uc744 \ud5a5\uc0c1\uc2dc\ucf1c \ub9e4\uc6b0 \uacf5\uaca9\uc801\uc778 \ud658\uacbd\uc5d0\uc11c\ub3c4 \uc720\uc6a9\ud558\uac8c \uc0ac\uc6a9\ud560 \uc218 \uc788\uac8c \ud574 \uc8fc\ub294 \uac83\uc774 \ubc14\ub85c \ub2c8\ucf08\uc785\ub2c8\ub2e4. \uac74\uc124, \uc790\ub3d9\ucc28, \uc778\ud504\ub77c \ub4f1 \ub2e4\uc591\ud55c \ubd84\uc57c\uc5d0\uc11c \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uba74\uc11c 99.98% \uc21c\ub3c4\uc758 \ub2c8\ucf08 \ud3a0\ub9bf\uc774 \uc120\ub450 \uc790\ub9ac\ub97c \ucc28\uc9c0\ud558\uac8c \ub41c \uc8fc\uc694\ud55c \uc774\uc720 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4.<\/p>\n

\uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8 \uc0dd\uc0b0 \uc678\uc5d0\ub3c4 \uc804\uae30 \ub3c4\uae08\uc5d0\ub3c4 \uc774 \ud3a0\ub9bf\uc774 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. 99.98% \uc21c\ub3c4\uc758 \ub2c8\ucf08 \ud3a0\ub9bf\uc5d0 \ub300\ud55c \uc218\uc694\ub294 \uc804\uae30 \uc790\ub3d9\ucc28\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\ub85c \uc778\ud574 \ub354\uc6b1 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc55e\uc73c\ub85c 99.98% \uc21c\ub3c4\uc758 \ub2c8\ucf08 \ud3a0\ub9bf\uc774 \uace0\ud488\uc9c8 \ubc0f \uc9c0\uc18d \uac00\ub2a5\ud55c \uc7ac\ub8cc\uc5d0 \ub300\ud55c \ubd80\uac00\uac00\uce58 \ucd94\uad6c\uac00 \ub354\uc6b1 \uac15\ud654\ub418\uace0 \uc5c4\uaca9\ud55c \uc131\ub2a5 \uae30\uc900\uc744 \ucda9\uc871\ud574\uc57c \ud558\ub294 \uc0b0\uc5c5\uc5d0\uc11c \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub2e4\ubaa9\uc801\uc131\uacfc \uc218\ub9ce\uc740 \uc0b0\uc5c5\uc5d0 \uac78\uccd0 \ud575\uc2ec \uc7ac\ub8cc\ub85c\uc11c\uc758 \uc5ed\ud560\uc740 \ub2c8\ucf08\uc774 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0\uc11c \uacc4\uc18d\ud574\uc11c \uc911\uc694\ud55c \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uac8c \ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

\uc608\uce21\uc5d0 \ub530\ub974\uba74, \ud45c\uc900(99.98%) \uc21c\ub3c4\uc758 \ub2c8\ucf08 \ud3a0\ub9bf\uc740 \uc804 \uc138\uacc4 \ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc5d0\uc11c 63.0%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, 2034\ub144\uc5d0\ub294 \ubbf8\ud654 21\uc5b5 4,500\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n

\u201c\ub2e4\uc591\ud55c \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ub192\uc544\uc9d0\uc5d0 \ub530\ub77c \uc774 \uce74\ud14c\uace0\ub9ac\uc5d0\uc11c \ub2c8\ucf08 \ud3a0\ub9bf\uc758 \ud65c\uc6a9\ub3c4\uac00 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.\u201d<\/p>\n

\ub9ce\uc740 \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ub192\uae30 \ub54c\ubb38\uc5d0 \ucd5c\uadfc \ub2c8\ucf08 \ud3a0\ub9bf\uc758 \uc18c\ube44\uac00 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ubd80\uc2dd \ubc29\uc9c0 \ubc0f \ub0b4\uad6c\uc131 \ud569\uae08 \uc81c\uc870\uc5d0 \ub2c8\ucf08 \ud3a0\ub9bf\uc774 \ub9ce\uc774 \uc0ac\uc6a9\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2c8\ucf08\uc740 \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8 \uc81c\uc870 \uacfc\uc815\uc5d0\uc11c \ubd84\ub9ac\ud560 \uc218 \uc5c6\ub294 \uc131\ubd84\uc774 \ub429\ub2c8\ub2e4. \ub2c8\ucf08\uc744 \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8\uacfc \ud63c\ud569\ud558\uba74 \uac15\ub3c4, \ub0b4\uad6c\uc131, \ubd80\uc2dd \ubc29\uc9c0 \ud2b9\uc131\uc774 \ud5a5\uc0c1\ub418\uae30 \ub54c\ubb38\uc5d0 \uac74\uc124, \uc790\ub3d9\ucc28, \uc778\ud504\ub77c, \uc0b0\uc5c5 \uae30\uacc4 \ubd84\uc57c\uc5d0\uc11c \ub9e4\uc6b0 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n

\uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8\uc740 \uadf9\ud55c\uc758 \ud658\uacbd \uc870\uac74\uc774 \uc694\uad6c\ub418\ub294 \uac74\ucd95 \uc0b0\uc5c5\uc5d0\uc11c \ub110\ub9ac \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uc545\ucc9c\ud6c4\ub098 \ubd80\uc2dd\uc131 \ud658\uacbd\uacfc \uac19\uc740 \ud658\uacbd\uc774 \uadf8\ub807\uc2b5\ub2c8\ub2e4. \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8\uc758 \uc7a5\uc810\uc778 \uae34 \uc218\uba85\uacfc \ub0ae\uc740 \uc720\uc9c0\ubcf4\uc218 \ube44\uc6a9 \ub54c\ubb38\uc5d0 \uac74\ubb3c, \uad50\ub7c9, \uae30\ud0c0 \uad6c\uc870\ubb3c \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \ub2c8\ucf08 \uc8fc\uc785 \ud569\uae08\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8\uc5d0 \ub300\ud55c \uc218\uc694\ub294 \uc2e0\ud765\uad6d\uc758 \ub3c4\uc2dc\ud654\uc640 \uc778\ud504\ub77c \uac1c\ubc1c \ucd94\uc138\uac00 \uacc4\uc18d \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \uacc4\uc18d \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

\uc774\uac83\uc740 \ub2c8\ucf08 \ud3a0\ub9bf\uc758 \uc18c\ube44\ub97c \uc99d\uac00\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4. \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8\uc758 \uc0ac\uc6a9\uc740 \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc5d0 \uc758\ud574 \ud06c\uac8c \uc601\ud5a5\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc0dd\uc0b0\uacfc \uad00\ub828\ub41c \uc751\uc6a9 \ubd84\uc57c\uc5d0\ub294 \ubc30\uae30 \uc2dc\uc2a4\ud15c, \uc5f0\ub8cc \ud0f1\ud06c, \uad6c\uc870 \uae30\ubc18 \ucc28\uccb4 \ubd80\ud488\uacfc \uac19\uc774 \uac15\ub3c4\uc640 \ubd80\uc2dd\uc5d0 \ub300\ud55c \uc800\ud56d\uc131\uc774 \ud544\uc694\ud55c \ucc28\uccb4 \ubd80\ud488\uc5d0 \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8\uc744 \uc0ac\uc6a9\ud558\ub294 \uac83\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ud6a8\uc728\uc131\uc744 \uc704\ud574 \uac00\ubccd\uace0 \ub0b4\uad6c\uc131\uc774 \uc88b\uc740 \uc18c\uc7ac\ub97c \uc0ac\uc6a9\ud558\ub294 \uc804\uae30 \uc790\ub3d9\ucc28\uc758 \uc99d\uac00\ub85c \ub2c8\ucf08\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc810\uc810 \ub354 \uc555\ubc15\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uac15\ucca0\uc740 \ubd80\uc2dd\uc131 \ubb3c\uc9c8\uc5d0 \ub178\ucd9c\ub418\ub294 \uac83 \uc678\uc5d0\ub3c4 \uc2ec\ud55c \ub9c8\ubaa8\uc640 \ucc22\uc5b4\uc9d0\uc5d0 \ub300\ud55c \uc800\ud56d\ub825\uc774 \ud544\uc694\ud558\uae30 \ub54c\ubb38\uc5d0 \uc911\uc7a5\ube44\uc640 \uc7a5\ube44\uc5d0 \ud3ed\ub113\uac8c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uac15\ucca0\uc774 \uc81c\uacf5\ud558\ub294 \uac15\ub3c4\uc640 \uc704\uc0dd \uae30\uc900\uc740 \uc2dd\ud488 \uac00\uacf5, \ud654\ud559 \uc0b0\uc5c5, \uc11d\uc720 \ubc0f \uac00\uc2a4 \uc0b0\uc5c5\uc5d0 \uc801\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n

2024\ub144 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \ubd80\ubb38\uc758 \uae00\ub85c\ubc8c \ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc740 9\uc5b5 4,400\ub9cc \ub2ec\ub7ec\uc758 \uc21c \uac00\uce58\ub97c \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2024\ub144\ubd80\ud130 2034\ub144\uae4c\uc9c0 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 5.8%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n

\uacbd\uc7c1 \uad6c\ub3c4<\/p>\n

\ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc5c5\uccb4\ub85c\ub294 Vale SA, Nornickel, Jinchuan Group, Glencore, Sherritt International Corporation, BHP Group (Nickel West), Sumitomo Metal Mining Co., Ltd., Huayou New Energy Technology (Quzhou) Co., Ltd., CNGR Advanced Material, Lundin Mining Corporation, Anglo American, Eramet, Ambatovy, MM Ceramics & Ferro Alloys, \uadf8\ub9ac\uace0 Kurt J. Lesker Company \ub4f1\uc785\ub2c8\ub2e4.<\/p>\n

2020\ub144 7\uc6d4, Vale\ub294 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub2c8\ucf08\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \uce90\ub098\ub2e4\uc758 \ub2c8\ucf08 \ucc98\ub9ac \ub2a5\ub825\uc744 \ud655\ub300\ud588\uc2b5\ub2c8\ub2e4.
\n2021\ub144 12\uc6d4, Sumitomo Metal Mining Co. (SMM)\uc740 \uace0\uc21c\ub3c4 \ub2c8\ucf08 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\ub97c \ubaa9\ud45c\ub85c \uc77c\ubcf8\uc5d0\uc11c \ub2c8\ucf08 \uc815\uc81c \uc0ac\uc5c5 \ud655\uc7a5\uc744 \uc2b9\uc778\ubc1b\uc558\uc2b5\ub2c8\ub2e4.
\n2022\ub144 12\uc6d4, Vale\ub294 General Motors\uc640 \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uc5ec Ultium \ubc30\ud130\ub9ac \ud50c\ub7ab\ud3fc\uc5d0 \ub2c8\ucf08\uc744 \uacf5\uae09\ud558\uae30\ub85c \ud588\uc2b5\ub2c8\ub2e4.
\n2023\ub144 3\uc6d4, Nornickel\uc740 Ford\uc640 \ud611\ub825\ud558\uc5ec \uc804\uae30\ucc28 \uc0dd\uc0b0\uc744 \uc704\ud55c \uace0\uc21c\ub3c4 \ub2c8\ucf08 \uacf5\uae09\ub9dd \uc635\uc158\uc744 \ubaa8\uc0c9\ud588\uc2b5\ub2c8\ub2e4.
\nFact.MR\uc740 \ucd5c\uadfc \ubc1c\ud45c\ub41c \ubcf4\uace0\uc11c\uc5d0\uc11c \uc9c0\uc5ed\ubcc4 \ub2c8\ucf08 \ud3a0\ub9bf\uc758 \uc8fc\uc694 \uc81c\uc870\uc5c5\uccb4, \ud310\ub9e4 \uc131\uc7a5, \uc0dd\uc0b0 \ub2a5\ub825, \ud22c\uae30\uc801 \uae30\uc220 \ud655\uc7a5\uc5d0 \ub300\ud55c \uc790\uc138\ud55c \uc815\ubcf4\ub97c \uc81c\uacf5\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc758 \uc138\ubd84\ud654<\/p>\n

\uc21c\ub3c4\ubcc4:
\n\uace0\uc21c\ub3c4(99.98% \uc774\uc0c1)
\n\ud45c\uc900(99.98%)
\n\uc800\uc21c\ub3c4(99.98% \ubbf8\ub9cc)
\n\uc6a9\ub3c4\ubcc4:
\n\uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15
\n\ub2c8\ucf08 \ud569\uae08
\n\uc804\uae30 \ub3c4\uae08
\n\ubc30\ud130\ub9ac
\n\ubd84\ub9d0 \uc57c\uae08
\n\ucd09\ub9e4
\n\uc790\uc11d
\n\uae30\ud0c0
\n\ucd5c\uc885 \uc6a9\ub3c4\ubcc4:
\n\ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704\uc0b0\uc5c5
\n\ud574\uc591
\n\uc790\ub3d9\ucc28
\n\uc11d\uc720 \ubc0f \uac00\uc2a4
\n\ud654\ud559
\n\uc5d0\ub108\uc9c0
\n\uc18c\ube44\uc7ac
\n\uae30\ud0c0
\n\uc9c0\uc5ed\ubcc4:
\n\ubd81\ubbf8
\n\uc911\ub0a8\ubbf8
\n\uc720\ub7fd
\n\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591
\n\uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n

 <\/p>\n

\"\"<\/p>\n

\ubaa9\ucc28
\n1. \uc694\uc57d \ubcf4\uace0\uc11c
\n2. \ubd84\ub958 \ubc0f \uc2dc\uc7a5 \uc815\uc758 \ub4f1 \uc0b0\uc5c5 \uc18c\uac1c
\n3. \uac70\uc2dc\uacbd\uc81c \uc694\uc778, \uc2dc\uc7a5 \uc5ed\ud559, \ucd5c\uadfc \uc0b0\uc5c5 \ubc1c\uc804 \ub4f1 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \uc131\uacf5 \uc694\uc778
\n4. 2019-2023\ub144 \uc138\uacc4 \uc2dc\uc7a5 \uc218\uc694 \ubd84\uc11d \ubc0f 2024-2034\ub144 \uc608\uce21(\uacfc\uac70 \ubd84\uc11d \ubc0f \ubbf8\ub798 \uc804\ub9dd \ud3ec\ud568)
\n5. \uac00\uaca9 \ubd84\uc11d
\n6. 2019-2023\ub144 \uc138\uacc4 \uc2dc\uc7a5 \ubd84\uc11d \ubc0f 2024-2034\ub144 \uc608\uce21
\n6.1. \uc21c\ub3c4
\n6.2. \uc751\uc6a9 \ubd84\uc57c
\n6.3. \ucd5c\uc885 \uc6a9\ub3c4
\n7. 2019\ub144\ubd80\ud130 2023\ub144\uae4c\uc9c0\uc758 \uc138\uacc4 \uc2dc\uc7a5 \ubd84\uc11d \ubc0f 2024\ub144\ubd80\ud130 2034\ub144\uae4c\uc9c0\uc758 \uc608\uce21, \uc791\uc131\uc790: Purity
\n7.1. \uace0\uc21c\ub3c4(99.98% \uc774\uc0c1)
\n7.2. \ud45c\uc900(99.98%)
\n7.3. \uc800\uc21c\ub3c4(99.98% \ubbf8\ub9cc)
\n8. \uae00\ub85c\ubc8c \uc2dc\uc7a5 \ubd84\uc11d 2019~2023 \ubc0f \uc608\uce21 2024~2034, \uc6a9\ub3c4\ubcc4
\n8.1. \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8
\n8.2. \ub2c8\ucf08 \ud569\uae08
\n8.3. \uc804\uae30 \ub3c4\uae08
\n8.4. \ubc30\ud130\ub9ac
\n8.5. \ubd84\ub9d0 \uc57c\uae08
\n8.6. \ucd09\ub9e4
\n8.7. \uc790\uc11d
\n8.8. \uae30\ud0c0
\n9. \ucd5c\uc885 \uc6a9\ub3c4\ubcc4 2019-2023\ub144 \uae00\ub85c\ubc8c \uc2dc\uc7a5 \ubd84\uc11d \ubc0f 2024-2034\ub144 \uc608\uce21
\n9.1. \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704\uc0b0\uc5c5
\n9.2. \ud574\uc591\uc0b0\uc5c5
\n9.3. \uc790\ub3d9\ucc28\uc0b0\uc5c5
\n9.4. \uc11d\uc720 \ubc0f \uac00\uc2a4\uc0b0\uc5c5
\n9.5. \ud654\ud559\uc0b0\uc5c5
\n9.6. \uc5d0\ub108\uc9c0\uc0b0\uc5c5
\n9.7. \uc18c\ube44\uc7ac\uc0b0\uc5c5
\n9.8. \uae30\ud0c0\uc0b0\uc5c5
\n10. 2019-2023\ub144 \uc138\uacc4 \uc2dc\uc7a5 \ubd84\uc11d \ubc0f 2024-2034\ub144 \uc804\ub9dd(\uc9c0\uc5ed\ubcc4)
\n10.1. \ubd81\ubbf8
\n10.2. \uc911\ub0a8\ubbf8
\n10.3. \uc720\ub7fd
\n10.4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591
\n10.5. \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74
\n11. \ubd81\ubbf8 \ud310\ub9e4 \ubd84\uc11d 2019~2023\ub144 \ubc0f \uc608\uce21 2024~2034\ub144, \uc8fc\uc694 \ubd80\ubb38 \ubc0f \uad6d\uac00\ubcc4
\n12. \ub77c\ud2f4\uc544\uba54\ub9ac\uce74 \ud310\ub9e4 \ubd84\uc11d 2019~2023\ub144 \ubc0f \uc608\uce21 2024~2034\ub144, \uc8fc\uc694 \ubd80\ubb38 \ubc0f \uad6d\uac00\ubcc4
\n13. \uc720\ub7fd \ud310\ub9e4 \ubd84\uc11d 2019~2023\ub144 \ubc0f \uc608\uce21 2024~2034\ub144, \uc8fc\uc694 \ubd80\ubb38 \ubc0f \uad6d\uac00\ubcc4
\n14. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ud310\ub9e4 \ubd84\uc11d 2019~2023\ub144 \ubc0f \uc608\uce21 2024~2034\ub144, \uc8fc\uc694 \ubd80\ubb38 \ubc0f \uad6d\uac00\ubcc4
\n15. \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \ud310\ub9e4 \ubd84\uc11d 2019~2023\ub144 \ubc0f \uc608\uce21 2024~2034\ub144, \uc8fc\uc694 \ubd80\ubb38 \ubc0f \uad6d\uac00\ubcc4
\n16. 30\uac1c\uad6d\uc758 \uc21c\ub3c4, \uc6a9\ub3c4, \ucd5c\uc885 \uc6a9\ub3c4\ubcc4 \ud310\ub9e4 \uc608\uce21 2024~2034\ub144
\n17. \uc2dc\uc7a5 \uad6c\uc870 \ubd84\uc11d, \uc8fc\uc694 \uc5c5\uccb4\ubcc4 \uc810\uc720\uc728 \ubd84\uc11d, \uacbd\uc7c1 \ub300\uc2dc\ubcf4\ub4dc \ub4f1\uc744 \ud3ec\ud568\ud55c \uacbd\uc7c1 \uc804\ub9dd
\n18. \ud68c\uc0ac \ud504\ub85c\ud544
\n18.1. Vale SA
\n18.2. Nornickel
\n18.3. Jinchuan Group
\n18.4. Glencore
\n18.5. Sherritt International Corporation
\n18.6. BHP Group (Nickel West)
\n18.7. Sumitomo Metal Mining Co., Ltd.
\n18.8. Huayou New Energy Technology (Quzhou) Co., Ltd.
\n18.9. CNGR Advanced Material
\n18.10. Lundin Mining Corporation
\n18.11. Anglo American
\n18.12. Eramet
\n18.13. Ambatovy
\n18.14. MM Ceramics & Ferro Alloys
\n18.15. Kurt J. Lesker Company<\/p>\n

 <\/p>\n

– \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38 –
\n2024\ub144\uc5d0 \ub2c8\ucf08 \ud3a0\ub9bf\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728 1\uc704\ub97c \ucc28\uc9c0\ud55c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \ubb34\uc5c7\uc785\ub2c8\uae4c?
\n2024\ub144 \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8 \ubd80\ubb38\uc740 48.4%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

2034\ub144 \ub2c8\ucf08 \ud3a0\ub9bf\uc758 \ud310\ub9e4 \uac00\uce58\ub294 \uc5bc\ub9c8\uc77c\uae4c\uc694?
\n2034\ub144 \uc138\uacc4 \ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc758 \uac00\uce58\ub294 \ubbf8\ud654 34\uc5b5 7,330\ub9cc \ub2ec\ub7ec\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4.<\/p>\n

\uc5b4\ub5a4 \uc9c0\uc5ed\uc774 \uc2dc\uc7a5 \uc810\uc720\uc728 1\uc704\ub97c \ucc28\uc9c0\ud560\uae4c\uc694?
\n2024\ub144 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc138\uacc4 \uc2dc\uc7a5\uc758 38.8%\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4.<\/p>\n

2034\ub144 \ub9d0\uae4c\uc9c0 \uc790\ub3d9\ucc28 \ucd5c\uc885 \uc6a9\ub3c4\uc758 \uc218\uc694 \uc804\ub9dd\uc740 \uc5b4\ub5bb\uac8c \ub429\ub2c8\uae4c?
\n2034\ub144 \ub9d0\uae4c\uc9c0 \uc804 \uc138\uacc4 \ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc758 \uc218\ucc98\ub9ac \ucd5c\uc885 \uc6a9\ub3c4\ub294 \ubbf8\ud654 8\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n

2034\ub144\uae4c\uc9c0 \ud45c\uc900(99.98%) \uc21c\ub3c4\uc758 \ub2c8\ucf08 \ud3a0\ub9bf \ud310\ub9e4\ub7c9\uc740 \uc5b4\ub5bb\uac8c \ub429\ub2c8\uae4c?
\n2034\ub144\uae4c\uc9c0 \ud45c\uc900(99.98%) \uc21c\ub3c4\uc758 \ub2c8\ucf08 \ud3a0\ub9bf\uc758 \ud310\ub9e4\ub7c9\uc740 5.7%\uc758 \uc8fc\ubaa9\ud560 \ub9cc\ud55c \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud558\uba70 \ubbf8\ud654 21\uc5b5 4,500\ub9cc \ub2ec\ub7ec\uc758 \uac00\uce58\ub97c \ub2ec\uc131\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n

 <\/p>\n

 <\/p>\n

\"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

\ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5 \uc804\ub9dd (2024~2034\ub144)<\/p>\n

\uc804 \uc138\uacc4 \ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc740 2024\ub144\uc5d0 19\uc5b5 5,800\ub9cc \ub2ec\ub7ec\uc758 \uac00\uce58\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc5f0\ud3c9\uade0 5.9%\uc758 \uc131\uc7a5\ub960\ub85c 2034\ub144\uc5d0\ub294 34\uc5b5 7,330\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n

\ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc740 \ub2c8\ucf08\uc774 \ud2b9\ud788 \uace0\uc131\ub2a5 \uc18c\uc7ac \uc81c\uc870\uc5d0 \uac00\uc7a5 \ub2e4\uc7ac\ub2e4\ub2a5\ud55c \uae08\uc18d \uc911 \ud558\ub098\ub77c\ub294 \uc0ac\uc2e4 \ub54c\ubb38\uc5d0 \uc5ec\ub7ec \uc0b0\uc5c5\uc5d0 \uc0ac\uc6a9\ub418\uba74\uc11c \uc8fc\ubaa9\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2c8\ucf08 \ud3a0\ub9bf\uc740 \ub2c8\ucf08\uc758 \uc815\uc81c\ub41c \ud615\ud0dc\ub85c, \ud569\uae08 \uc81c\uc870, \uc804\uae30 \ub3c4\uae08, \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc81c\uc870\uc5d0 \uac00\uc7a5 \uc77c\ubc18\uc801\uc73c\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n

\uc774\ub7ec\ud55c \ud3a0\ub9bf\uc740 \ud669\ud654\uad11 \ub610\ub294 \ub77c\ud14c\ub77c\uc774\ud2b8 \uad11\uc11d \uc815\uc81c \ub4f1\uc758 \uacf5\uc815\uc744 \ud1b5\ud574 \uc0dd\uc0b0\ub429\ub2c8\ub2e4. \ucd5c\uc885 \uc81c\ud488\uc740 \uace0\uc21c\ub3c4 \ubc0f \ucd5c\uc801\uc758 \ud488\uc9c8\uc744 \uc790\ub791\ud558\uae30 \ub54c\ubb38\uc5d0 \ub9ce\uc740 \uc0b0\uc5c5 \uacf5\uc815\uc5d0 \ub9e4\uc6b0 \uc801\ud569\ud55c \ud22c\uc785 \uc7ac\ub8cc\uc785\ub2c8\ub2e4. \ub2c8\ucf08 \ud3a0\ub9bf \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \uc694\uc778 \uc911 \ud558\ub098\ub294 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15\uc5d0 \ub300\ud55c \uc218\uc694\ub85c, \uc804 \uc138\uacc4 \ub2c8\ucf08 \uc18c\ube44\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uacfc \uc720\ub7fd\uc5d0\uc11c \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15\uc744 \uc0dd\uc0b0\ud558\ub824\uba74 \ub0b4\uc2dd\uc131, \uc778\uc131, \uc131\ud615\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\uae30 \uc704\ud574 \uc591\uc9c8\uc758 \ub2c8\ucf08 \ud3a0\ub9bf\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc81c\ud488\uc740 \uac74\uc124, \uc6b4\uc1a1, \uc18c\ube44\uc7ac \uc0b0\uc5c5\uc5d0\uc11c \ub9ce\uc774 \uc18c\ube44\ub418\uae30 \ub54c\ubb38\uc5d0 \ub2c8\ucf08 \uc218\uc694\uac00 \uc77c\uc815\ud569\ub2c8\ub2e4.<\/p>\n

\ucd5c\uadfc \ubc30\ud130\ub9ac \ucd9c\ub825\uc5d0 \ub2c8\ucf08\uc774 \uc0ac\uc6a9\ub418\ub294 \ucd94\uc138\ub97c \uace0\ub824\ud558\uc9c0 \uc54a\ub294\ub2e4\uba74, \uc774\ub294 \uacfc\uc18c\ud3c9\uac00\ub77c\uace0 \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc804\uae30 \uc790\ub3d9\ucc28\uc6a9\uc73c\ub85c \uc0ac\uc6a9\ub418\ub294 \ub2c8\ucf08\uc744 \uc5fc\ub450\uc5d0 \ub450\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ub2c8\ucf08\uc740 \ucd5c\ub300 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uc640 \ud6a8\uc728\uc131\uc744 \uc704\ud55c \ud2b9\uc131 \ub54c\ubb38\uc5d0 \uc804\uae30 \uc790\ub3d9\ucc28\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \ud544\uc218 \uc694\uc18c \uc911 \ud558\ub098\uc785\ub2c8\ub2e4.<\/p>\n

\ud56d\uacf5\uc6b0\uc8fc \uc0b0\uc5c5, \uc11d\uc720 \ubc0f \uac00\uc2a4, \ubc1c\uc804\uc18c \ub4f1 \uace0\uc131\ub2a5 \ud569\uae08\uc744 \uc0dd\uc0b0\ud558\ub294 \uc751\uc6a9 \ubd84\uc57c\uc5d0\uc11c\ub294 \ub2c8\ucf08\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc774\ubbf8 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uc55e\uc73c\ub85c\ub3c4 \uacc4\uc18d \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\uc218 \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c\ub3c4 \ub2c8\ucf08\uc758 \uc720\uc6a9\ud55c \ud2b9\uc131\uc744 \ud65c\uc6a9\ud558\uc5ec \uadf9\ud55c \uc870\uac74\uc5d0\uc11c \uc0ac\uc6a9\ub418\ub294 \uc7ac\ub8cc\uc758 \uac15\ub3c4\uc640 \ub0b4\uc5f4\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \ub610\ud55c \ud130\ube48 \ube14\ub808\uc774\ub4dc, \uc5d4\uc9c4 \ubd80\ud488 \ubc0f \uae30\ud0c0 \uace0\uc628 \uc0ac\uc6a9\uc744 \uc704\ud55c \uc7ac\ub8cc \uc81c\uc870\uc5d0 \ud544\uc218\uc801\uc774\uae30 \ub54c\ubb38\uc5d0 \uc774\ub7ec\ud55c \uc0b0\uc5c5\uc5d0 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n

2024\ub144\uc5d0\uc11c 2034\ub144 \uc0ac\uc774\uc5d0 \uc21c\ub3c4 \uae30\uc900\uc73c\ub85c \ud45c\uc900 \uc21c\ub3c4(99.98%)\ub294 \uc808\ub300 \ub2ec\ub7ec \uae30\ud68c\ub85c \ubbf8\ud654 4\uc5b5 410\ub9cc \ub2ec\ub7ec\ub97c \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.
\n\uc751\uc6a9 \ubd84\uc57c\ubcc4\ub85c \uc2a4\ud14c\uc778\ub9ac\uc2a4 \uc2a4\ud2f8\uc774 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub85c \uc778\ud574 \uc808\ub300 \ub2ec\ub7ec \uae30\ud68c\ub85c \ubbf8\ud654 7\uc5b5 1,760\ub9cc \ub2ec\ub7ec\ub97c \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.
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