{"id":28029,"date":"2026-02-07T08:36:49","date_gmt":"2026-02-07T08:36:49","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/latam-oilfield-chemicals-market-mordor\/"},"modified":"2026-09-18T12:46:16","modified_gmt":"2026-09-18T03:46:16","slug":"latam-oilfield-chemicals-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/latam-oilfield-chemicals-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \uc720\uc804 \ud654\ud559\ubb3c\uc9c8 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/latam-oilfield-chemicals-market-1767671337819-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/latam-oilfield-chemicals-market-size-image-1767671344148.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 \ube0c\ub77c\uc9c8 \uc5fc\ud558\uce35 \ubd84\uc9c0\uc758 \uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8 \uc9c0\uc18d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc5d0\ub108\uc9c0 \uac1c\ud601 \uc774\ud6c4 \uba55\uc2dc\ucf54\uc758 \uc131\uc219 \uc720\uc804 EOR \ud504\ub85c\uadf8\ub7a8 \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 Neuqu\u00e9n (Vaca Muerta)\uc758 \uc170\uc77c \uc2dc\ubc94 \uc131\uacf5\uc73c\ub85c \ud654\ud559 \ubb3c\uc9c8 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud604\uc9c0 \ud654\ud559 \uc81c\uc870\ub97c \ucd09\uc9c4\ud558\ub294 \uad6d\uac00 \ucf58\ud150\uce20 \uaddc\uc815 (\ube0c\ub77c\uc9c8\/\uba55\uc2dc\ucf54)<\/li>\n<li class=\"toc-level-3\">4.2.5 \ucd08\uc2ec\ud574\uc218 \uc5f0\uacc4\uc5d0\uc11c \uba54\ud0c4\uc62c\uc744 \ub300\uccb4\ud558\ub294 \uc800\uc6a9\ub7c9 \ud558\uc774\ub4dc\ub808\uc774\ud2b8 \uc5b5\uc81c\uc81c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.3.1 70 USD \ubbf8\ub9cc\uc758 \ubd88\uc548\uc815\ud55c \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9\uc73c\ub85c CAPEX \uc2b9\uc778 \uc9c0\uc5f0<\/li>\n<li class=\"toc-level-3\">4.3.2 \uace0\uae09 \uc790\uadf9 \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ub300\ud55c \uc219\ub828 \ub178\ub3d9\ub825 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.3 ANP \ubc0f CNH\uc640\uc758 \uae34 \uc81c\ud488 \ub4f1\ub85d \uc8fc\uae30<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21(\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ud654\ud559 \ubb3c\uc9c8 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc0b4\uc0dd\ubb3c\uc81c<\/li>\n<li class=\"toc-level-3\">5.1.2 \ubd80\uc2dd \ubc0f \uc2a4\ucf00\uc77c \uc5b5\uc81c\uc81c<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc720\ud654 \ud30c\uad34\uc81c<\/li>\n<li class=\"toc-level-3\">5.1.4 \ud3f4\ub9ac\uba38<\/li>\n<li class=\"toc-level-3\">5.1.5 \uacc4\uba74\ud65c\uc131\uc81c<\/li>\n<li class=\"toc-level-3\">5.1.6 \uae30\ud0c0 \ud654\ud559 \ubb3c\uc9c8 \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc801\uc6a9 \ubd84\uc57c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc2dc\ucd94 \ubc0f \uc2dc\uba58\ud305<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc791\uc5c5 \ubc0f \uc644\ub8cc<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc720\uc815 \uc790\uadf9<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc0dd\uc0b0<\/li>\n<li class=\"toc-level-3\">5.2.5 \uac15\ud654 \uc11d\uc720 \ud68c\uc218<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uad6d\uac00\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.3.2 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-3\">5.3.3 \ucf5c\ub86c\ube44\uc544<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-3\">5.3.5 \ud398\ub8e8<\/li>\n<li class=\"toc-level-3\">5.3.6 \uc5d0\ucf70\ub3c4\ub974<\/li>\n<li class=\"toc-level-3\">5.3.7 \uae30\ud0c0 \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728\/\uc21c\uc704 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Ashland Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Baker Hughes Company<\/li>\n<li class=\"toc-level-3\">6.4.3 BASF<\/li>\n<li class=\"toc-level-3\">6.4.4 ChampionX<\/li>\n<li class=\"toc-level-3\">6.4.5 Clariant AG<\/li>\n<li class=\"toc-level-3\">6.4.6 Croda International PLC<\/li>\n<li class=\"toc-level-3\">6.4.7 Dow Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 Ecolab Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 Elementis Plc<\/li>\n<li class=\"toc-level-3\">6.4.10 Exxon Mobil Corporation<\/li>\n<li class=\"toc-level-3\">6.4.11 Halliburton<\/li>\n<li class=\"toc-level-3\">6.4.12 Huntsman International LLC<\/li>\n<li class=\"toc-level-3\">6.4.13 Indorama Ventures Public Company Limited.<\/li>\n<li class=\"toc-level-3\">6.4.14 Innospec Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 Kemira<\/li>\n<li class=\"toc-level-3\">6.4.16 SLB<\/li>\n<li class=\"toc-level-3\">6.4.17 Solvay S.A.<\/li>\n<li class=\"toc-level-3\">6.4.18 Stepan Company<\/li>\n<li class=\"toc-level-3\">6.4.19 Weatherford International Plc<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>LATAM \uc720\uc804 \ud654\ud559\ubb3c\uc9c8 \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74(LATAM) \uc720\uc804 \ud654\ud559\ubb3c\uc9c8 \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728 \ubc0f \uc0b0\uc5c5 \ubd84\uc11d\uc5d0 \ub300\ud55c \uc0c1\uc138\ud55c \uac1c\uc694\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. 2021\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc5f0\uad6c \uae30\uac04\uc744 \ub2e4\ub8e8\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc608\uce21 \ub370\uc774\ud130\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4. 2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 30\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ucd94\uc815\ub418\uba70, 2031\ub144\uc5d0\ub294 33\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 1.95%\ub97c \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc73c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ud1b5\ucc30\ub825<\/p>\n<p>LATAM \uc720\uc804 \ud654\ud559\ubb3c\uc9c8 \uc2dc\uc7a5\uc740 \uace0\uc6a9\ub7c9\uc758 \uc804\ud1b5\uc801\uc778 \uc720\uc804 \uac1c\ubc1c\uc5d0\uc11c \uae30\uc220\uc801\uc73c\ub85c \ub354 \uae4c\ub2e4\ub85c\uc6b4 \ucd08\uc2ec\ud574 \ubc0f \uc170\uc77c \uc720\uc804 \uac1c\ubc1c\ub85c \uc804\ud658\ub428\uc5d0 \ub530\ub77c \ud504\ub9ac\ubbf8\uc5c4 \ud654\ud559\ubb3c\uc9c8 \uc81c\ud615\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\uac00 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube0c\ub77c\uc9c8\uc758 \uc5fc\ud558\uce35 \ud504\ub85c\uc81d\ud2b8, \uc544\ub974\ud5e8\ud2f0\ub098\uc758 \uc170\uc77c \uc790\uadf9 \uc791\uc5c5, \uba55\uc2dc\ucf54\uc758 \ub178\ud6c4 \uc720\uc804 \ud504\ub85c\uadf8\ub7a8\uc740 \uc720\uc815\ub2f9 \ud654\ud559\ubb3c\uc9c8 \uc18c\ube44\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \ud604\uc9c0 \ucf58\ud150\uce20 \uaddc\uc815\uc740 \uacf5\uae09\ub9dd\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ube0c\ub80c\ud2b8\uc720 \uac00\uaca9 \ubcc0\ub3d9\uc131, \uae38\uc5b4\uc9c4 \uc81c\ud488 \uc2b9\uc778 \uc8fc\uae30, \ucca8\ub2e8 \uc790\uadf9 \ud654\ud559\ubb3c\uc9c8 \ubd84\uc57c\uc758 \uc219\ub828 \ub178\ub3d9\ub825 \ubd80\uc871\uc740 \uc131\uc7a5 \uc804\ub9dd\uc744 \ub2e4\uc18c \uc5b5\uc81c\ud558\uc9c0\ub9cc, \uc2ec\ud574 \ud65c\ub3d9 \uc99d\uac00\uc640 \uac15\ud654\ub41c \uc6d0\uc720 \ud68c\uc218(EOR) \uc2dc\ubc94 \ud504\ub85c\uc81d\ud2b8\ub294 \ubd80\uc2dd \uc5b5\uc81c\uc81c, \uc720\ud654\uc81c, \uc800\uc6a9\ub7c9 \uc218\ud654\ubb3c \uc5b5\uc81c\uc81c(LDHI)\uc5d0 \ub300\ud55c \uafb8\uc900\ud55c \uc218\uc694\ub97c \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1 \uc6b0\uc704\ub294 \uc11c\ube0c\uc2dc \ub4f1\uae09 \ubd80\uc2dd \ubc29\uc9c0 \ud328\ud0a4\uc9c0, \uc5f4 \uc548\uc815\uc131 \ud3f4\ub9ac\uba38, \ub514\uc9c0\ud138 \ud22c\uc5ec\ub7c9 \ucd5c\uc801\ud654 \ud50c\ub7ab\ud3fc\uc5d0 \ub2ec\ub824 \uc788\uc73c\uba70, \uc6b4\uc601\uc790\ub4e4\uc740 \ubcf5\uc7a1\ud55c \uc790\uc0b0 \uc804\ubc18\uc5d0 \uac78\uccd0 \uac00\ub3d9 \uc2dc\uac04\uacfc HSE(\ubcf4\uac74, \uc548\uc804, \ud658\uacbd) \uaddc\uc815 \uc900\uc218\ub97c \uc6b0\uc120\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \ud654\ud559\ubb3c\uc9c8 \uc720\ud615\ubcc4: 2025\ub144 \uae30\uc900, \ubd80\uc2dd \ubc0f \uc2a4\ucf00\uc77c \uc5b5\uc81c\uc81c\uac00 LATAM \uc720\uc804 \ud654\ud559\ubb3c\uc9c8 \uc2dc\uc7a5\uc758 38.32%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc720\ud654\uc81c\ub294 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 2.07%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc801\uc6a9 \ubd84\uc57c\ubcc4: 2025\ub144\uc5d0\ub294 \uc2dc\ucd94 \ubc0f \uc2dc\uba58\ud305\uc774 \uc2dc\uc7a5 \uc810\uc720\uc728 55.79%\ub85c \uc120\ub450 \uc138\uadf8\uba3c\ud2b8\uc600\uc2b5\ub2c8\ub2e4. \uc0dd\uc0b0 \ud654\ud559\ubb3c\uc9c8\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 2.18%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2025\ub144 \ube0c\ub77c\uc9c8\uc740 LATAM \uc720\uc804 \ud654\ud559\ubb3c\uc9c8 \uc2dc\uc7a5\uc758 36.09%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub838\uc73c\uba70, 2031\ub144\uae4c\uc9c0 3.61%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>3.1. \uc131\uc7a5 \ub3d9\uc778 (Drivers)<\/p>\n<p>*   \ube0c\ub77c\uc9c8 \uc5fc\ud558\uce35 \uc720\uc804\uc758 \uc9c0\uc18d\uc801\uc778 \uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8: Petrobras\ub294 2024\ub144\uc5d0\uc11c 2026\ub144 \uc0ac\uc774\uc5d0 5\uac1c\uc758 FPSO(\ubd80\uc720\uc2dd \uc6d0\uc720 \uc0dd\uc0b0\u00b7\uc800\uc7a5\u00b7\ud558\uc5ed \uc124\ube44)\ub97c \uac00\ub3d9\ud558\uc5ec 2026\ub144 \ucd08 \uc5fc\ud558\uce35 \uc0dd\uc0b0\ub7c9\uc744 210\ub9cc b\/d\ub85c \ub298\ub838\uc2b5\ub2c8\ub2e4. \uc218\uc2ec 2,000m \ubc0f \uc5fc\uce35 5,000m \uc544\ub798\uc758 \uadf9\ud55c \uc628\ub3c4\uc640 \ubd80\uc2dd\uc131 \uc870\uac74\uc740 \uc2a4\ucf00\uc77c \ubc0f \ubd80\uc2dd \uc5b5\uc81c\uc81c\uc758 \uc9c0\uc18d\uc801\uc778 \uc8fc\uc785\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \ub610\ud55c, \ubd80\uc9c0\uc624\uc2a4(B\u00fazios) \ubc0f \ubc14\uce7c\ud558\uc6b0(Bacalhau)\uc640 \uac19\uc740 \uc790\uc0b0\uc5d0\uc11c\ub294 \ub300\ub7c9 \uba54\ud0c4\uc62c \ub300\uc2e0 0.5%~1% \uc6a9\ub7c9\uc758 \ub3d9\uc5ed\ud559\uc801 \uc218\ud654\ubb3c \uc5b5\uc81c\uc81c\uac00 \uc0ac\uc6a9\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144\ubd80\ud130 \uc2dc\ud589\ub41c ANP(\ube0c\ub77c\uc9c8 \uc11d\uc720\u00b7\ucc9c\uc5f0\uac00\uc2a4\u00b7\ubc14\uc774\uc624\uc5f0\ub8cc \uad00\ub9ac\uccad)\uc758 \uac1c\uc815\ub41c \ubc30\ucd9c \ud55c\ub3c4\ub294 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc0dd\ubd84\ud574\uc131 \uacc4\uba74\ud65c\uc131\uc81c\ub85c \uc81c\ud615\uc744 \ubcc0\uacbd\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uc5ec \uac1c\ubc1c \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uc9c0\ub9cc, &#8220;\uce5c\ud658\uacbd&#8221; \ud654\ud559\ubb3c\uc9c8 \uc2dc\uc7a5\uc5d0 \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \uba55\uc2dc\ucf54 \ub178\ud6c4 \uc720\uc804\uc758 EOR \ud504\ub85c\uadf8\ub7a8 \uac00\uc18d\ud654: Pemex\ub294 2024\ub144 \uce78\ud0c0\ub810(Cantarell)\uc5d0\uc11c \ud3f4\ub9ac\uba38 \ud50c\ub7ec\ub529 \uc2dc\ubc94 \uc0ac\uc5c5\uc744, 2025\ub144 \ucfe0-\ub9d0\ub85c\uc624\ube0c-\uc790\uc555(Ku-Maloob-Zaap)\uc5d0\uc11c \uacc4\uba74\ud65c\uc131\uc81c-\ud3f4\ub9ac\uba38 \uc2dc\ud5d8\uc744 \uc2dc\uc791\ud558\uc5ec 50kb\/d\uc758 \ucd94\uac00 \ud68c\uc218\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uc628, \uace0\uc5fc\ub3c4 \uc720\uc804 \ud658\uacbd\uc740 \ud45c\uc900 \ud3f4\ub9ac\uc544\ud06c\ub9b4\uc544\ubbf8\ub4dc\ub97c \ubd84\ud574\uc2dc\ud0a4\ubbc0\ub85c, 90\u00b0C \uc774\uc0c1\uc5d0\uc11c\ub3c4 \uc810\ub3c4\ub97c \uc720\uc9c0\ud558\ub294 \uc220\ud3f0\ud654 \uacf5\uc911\ud569\uccb4(sulfonated copolymers) \ucc44\ud0dd\uc774 \ucd09\uc9c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc14\uce74 \ubb34\uc5d0\ub974\ud0c0(Vaca Muerta) \uc170\uc77c \uc2dc\ucd94 \uc131\uacf5: YPF\ub294 2025\ub144\uc5d0 \uc57d 400\uac1c\uc758 \uc720\uc815\uc744 \uc2dc\ucd94\ud588\uc73c\uba70, \ub2e8\uc77c \ub2e8\uacc4 \uc124\uacc4\ubcf4\ub2e4 25% \ub354 \ub9ce\uc740 \ub9c8\ucc30 \uc800\uac10\uc81c\ub97c \uc18c\ube44\ud558\ub294 \uc774\uc911 \ub2e8\uacc4 \ud30c\uc1c4(dual-stage fracturing) \ubc29\uc2dd\uc744 \uc0ac\uc6a9\ud588\uc2b5\ub2c8\ub2e4. \uc2ac\ub9ad\uc6cc\ud130 \uc2dc\uc2a4\ud15c\uacfc \ud3f4\ub9ac\uc544\ud06c\ub9b4\uc544\ubbf8\ub4dc \ub9c8\ucc30 \uc800\uac10\uc81c\ub294 \ub354 \ub192\uc740 \ud38c\ud504 \uc18d\ub3c4\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uba70, \uc774\ub3d9\uc2dd \ud63c\ud569 \uc7a5\uce58\ub294 \ud604\uc7a5\uc5d0\uc11c \uad6c\uc544(guar), \uc0b4\uc0dd\ubb3c\uc81c, \uc810\ud1a0 \uc548\uc815\uc81c\ub97c \ud63c\ud569\ud569\ub2c8\ub2e4.<br \/>\n*   \ud604\uc9c0 \ud654\ud559\ubb3c\uc9c8 \uc81c\uc870\ub97c \ucd09\uc9c4\ud558\ub294 \uad6d\ub0b4 \ucf58\ud150\uce20 \uaddc\uc815 (\ube0c\ub77c\uc9c8\/\uba55\uc2dc\ucf54): ANP\ub294 2025\ub144 \ud574\uc591 \ud654\ud559\ubb3c\uc9c8 \ud604\uc9c0 \ucf58\ud150\uce20 \uae30\uc900\uc744 50%\ub85c \uc0c1\ud5a5 \uc870\uc815\ud558\uc5ec \ub2e4\uad6d\uc801 \uae30\uc5c5\ub4e4\uc774 \ub9c8\uce74\uc5d0(Maca\u00e9)\uc640 \ub9ac\uc6b0\ub370\uc790\ub124\uc774\ub8e8\uc5d0 \ud63c\ud569 \uc2dc\uc124\uc5d0 \ud22c\uc790\ud558\ub3c4\ub85d \uc720\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \uba55\uc2dc\ucf54 CNH(\uad6d\uac00 \ud0c4\ud654\uc218\uc18c \uc704\uc6d0\ud68c)\ub294 2024\ub144\uc5d0 35%\uc758 \uc694\uad6c \uc0ac\ud56d\uc744 \uc124\uc815\ud558\uc5ec \uae00\ub85c\ubc8c \uc81c\ud615 \uae30\uc5c5\uacfc \uad6d\ub0b4 \uc720\ud1b5\uc5c5\uccb4 \uac04\uc758 \ud30c\ud2b8\ub108\uc2ed\uc744 \uac00\uc18d\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd08\uc2ec\ud574 \ud574\uc800 \uc5f0\uacb0(ultra-deepwater tie-backs)\uc5d0\uc11c \uba54\ud0c4\uc62c\uc744 \ub300\uccb4\ud558\ub294 \uc800\uc6a9\ub7c9 \uc218\ud654\ubb3c \uc5b5\uc81c\uc81c(LDHI): LDHI\ub294 kg\ub2f9 8~12\ub2ec\ub7ec\ub85c \uace0\uac00\uc774\uc9c0\ub9cc, \uc800\uc7a5 \ubd80\ud53c\ub97c \ucd5c\ub300 70%\uae4c\uc9c0 \uc904\uc5ec \ucd08\uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub9e4\ub825\uc801\uc778 \ub300\uc548\uc774 \ub429\ub2c8\ub2e4.<\/p>\n<p>3.2. \uc131\uc7a5 \uc5b5\uc81c \uc694\uc778 (Restraints)<\/p>\n<p>*   \ubc30\ub7f4\ub2f9 70\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \ubd88\uc548\uc815\ud55c \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9: 2025\ub144 \ucd08 \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9\uc774 65~72\ub2ec\ub7ec \ubc94\uc704\uc5d0\uc11c \uac70\ub798\ub418\uba74\uc11c \uc5d0\ucf54\ud398\ud2b8\ub864(Ecopetrol)\uc740 \uc6b0\ucd94\ubc14-2(Uchuva-2) \ud3c9\uac00\uc815 \ubc0f \uae30\ud0c0 \uc9c0\uc5ed \ud504\ub85c\uc81d\ud2b8\ub97c \uc5f0\uae30\ud588\uc2b5\ub2c8\ub2e4. \uc6b4\uc601\uc790\ub4e4\uc740 \uc2dc\ucd94 \ubc0f \uc2dc\uba58\ud305 \ucca8\uac00\uc81c\uac00 \ub35c \ud544\uc694\ud55c \ub2e8\uae30 \uc778\ud544 \uc791\uc5c5\uc73c\ub85c \uc804\ud658\ud558\uc5ec \uace0\ub9c8\uc9c4 \ud654\ud559\ubb3c\uc9c8 \uc218\uc694\ub97c \uc555\ubc15\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \uc790\uadf9 \ud654\ud559\ubb3c\uc9c8 \ubd84\uc57c\uc758 \uc219\ub828 \ub178\ub3d9\ub825 \ubd80\uc871: \ubc14\uce74 \ubb34\uc5d0\ub974\ud0c0\ub294 \ub9c8\ucc30 \uc800\uac10\uc81c \ube44\uc728\uc744 \uc2e4\uc2dc\uac04\uc73c\ub85c \uc870\uc815\ud560 \ud604\uc7a5 \uc5d4\uc9c0\ub2c8\uc5b4\ub97c \ud544\uc694\ub85c \ud558\uc9c0\ub9cc, \ud604\uc9c0 \uc878\uc5c5\uc0dd \uc218\uac00 \ubd84\uc9c0 \uc778\ub825 \uc218\uc694\uc758 \uc808\ubc18\uc5d0\ub3c4 \ubbf8\uce58\uc9c0 \ubabb\ud569\ub2c8\ub2e4.<br \/>\n*   ANP \ubc0f CNH\uc758 \uae34 \uc81c\ud488 \ub4f1\ub85d \uc8fc\uae30: \ube0c\ub77c\uc9c8\uacfc \uba55\uc2dc\ucf54\uc5d0\uc11c \uc81c\ud488 \ub4f1\ub85d \uc8fc\uae30\uac00 6~9\uac1c\uc6d4\ub85c \uae38\uc5b4\uc838 \uc81c\ud488 \ucd9c\uc2dc\uac00 \uc9c0\uc5f0\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>4.1. \ud654\ud559\ubb3c\uc9c8 \uc720\ud615\ubcc4<\/p>\n<p>*   \ubd80\uc2dd \ubc0f \uc2a4\ucf00\uc77c \uc5b5\uc81c\uc81c: 2025\ub144 LATAM \uc720\uc804 \ud654\ud559\ubb3c\uc9c8 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 38.32%\ub97c \ucc28\uc9c0\ud558\uba70, \ub192\uc740 CO\u2082 \ubc0f H\u2082S \ud750\ub984\uc5d0 \ub178\ucd9c\ub41c \ud29c\ube14\ub7ec \ubc0f \ud574\uc800 \ud558\ub4dc\uc6e8\uc5b4\ub97c \ubcf4\ud638\ud558\ub294 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. Petrobras\ub294 2025\ub144\uc5d0 \uc5fc\ud558\uce35 \uc720\uc815\uc5d0 12,000\ud1a4 \uc774\uc0c1\uc758 \uc2a4\ucf00\uc77c \uc5b5\uc81c\uc81c\ub97c \uc8fc\uc785\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ud654\uc81c: \uc6d0\uc720 \ud488\uc9c8 \uc0ac\uc591\uc774 \uac15\ud654\ub418\uace0 \ub178\ud6c4 \ud574\uc591 \uc790\uc0b0\uc758 \uc218\ubd84 \ud568\ub7c9\uc774 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 2.07%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ud3f4\ub9ac\uba38: LATAM \uc720\uc804 \ud654\ud559\ubb3c\uc9c8 \uc2dc\uc7a5\uc758 \uc57d 18%\ub97c \ucc28\uc9c0\ud558\uba70, \ubc14\uce74 \ubb34\uc5d0\ub974\ud0c0 \ubc0f \uba55\uc2dc\ucf54 EOR \uc2dc\ubc94 \ud504\ub85c\uc81d\ud2b8\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uacc4\uba74\ud65c\uc131\uc81c: \uc8fc\ub85c \uace0\uac01 \uc720\uc815\uc758 \uc808\uc0ad\ubb3c \uc6b4\ubc18\uc744 \uac1c\uc120\ud558\ub294 \uc2dc\ucd94 \uc720\uccb4\uc5d0 \uc0ac\uc6a9\ub418\uba70, \uc911\uc704\uad8c \uc810\uc720\uc728\uc744 \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \uc0b4\uc0dd\ubb3c\uc81c: \uc791\uc740 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc, \ubd80\uc2dd\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc0dd\uc0b0 \ud750\ub984\uc744 \uc0b0\uc131\ud654\uc2dc\ud0a4\ub294 \ud669\uc0b0\uc5fc \ud658\uc6d0 \ubc15\ud14c\ub9ac\uc544\ub97c \uc644\ud654\ud558\ub294 \ub370 \uc911\uc694\ud569\ub2c8\ub2e4.<br \/>\n*   \uc800\uc6a9\ub7c9 \uc218\ud654\ubb3c \uc5b5\uc81c\uc81c(LDHI): &#8220;\uae30\ud0c0 \ud654\ud559\ubb3c\uc9c8 \uc720\ud615&#8221;\uc73c\ub85c \ubd84\ub958\ub418\uba70, kg\ub2f9 8~12\ub2ec\ub7ec\ub85c \uace0\uac00\uc774\uc9c0\ub9cc \uc800\uc7a5 \ubd80\ud53c\ub97c \ucd5c\ub300 70%\uae4c\uc9c0 \uc904\uc5ec \ucd08\uc2ec\ud574 \ud574\uc800 \uc5f0\uacb0\uc5d0 \ub9e4\ub825\uc801\uc778 \ub300\uc548\uc785\ub2c8\ub2e4.<\/p>\n<p>4.2. \uc801\uc6a9 \ubd84\uc57c\ubcc4<\/p>\n<p>*   \uc2dc\ucd94 \ubc0f \uc2dc\uba58\ud305: 2025\ub144 LATAM \uc720\uc804 \ud654\ud559\ubb3c\uc9c8 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 55.79%\ub97c \ucc28\uc9c0\ud558\uba70, \ube0c\ub77c\uc9c8 \uc2ec\ud574 \uc720\uc815 \ubc0f \uc544\ub974\ud5e8\ud2f0\ub098 \ud3c9\uac00\uc815\uc740 \uc720\uc815\ub2f9 \ucd5c\ub300 1,200\ud1a4\uc758 \uc720\uccb4 \ubc0f \ucca8\uac00\uc81c\ub97c \uc18c\ube44\ud569\ub2c8\ub2e4.<br \/>\n*   \uc0dd\uc0b0 \ud654\ud559\ubb3c\uc9c8: \uc6b4\uc601\uc790\ub4e4\uc774 \ud0d0\uc0ac\uc5d0\uc11c \uae30\uc874 \uc790\uc0b0\uc758 \uc0dd\uc0b0\ub7c9 \uadf9\ub300\ud654\ub85c \uc804\ud658\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 2.18%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc791\uc5c5 \ubc0f \uc644\ub8cc \uc720\uccb4(Workover and Completion): LATAM \uc720\uc804 \ud654\ud559\ubb3c\uc9c8 \uc2dc\uc7a5\uc5d0\uc11c \ud55c \uc790\ub9bf\uc218 \uc911\ubc18\uc758 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc, Pemex\uc758 \ud3d0\uc1c4 \uc720\uc815 \uc7ac\ud65c\uc131\ud654\ub85c \uc218\ud61c\ub97c \uc785\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uac15\ud654\ub41c \uc6d0\uc720 \ud68c\uc218(EOR) \ud654\ud559\ubb3c\uc9c8: \uc544\uc9c1 \uc791\uc740 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc, \uba55\uc2dc\ucf54\uc758 \ud3f4\ub9ac\uba38 \ud50c\ub7ec\ub529 \uc2dc\ubc94 \ud504\ub85c\uc81d\ud2b8\uac00 \ud655\ub300\ub428\uc5d0 \ub530\ub77c \uc804\uccb4 \uc2dc\uc7a5 \uc131\uc7a5\ub960\uc744 \uc0c1\ud68c\ud569\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \ube0c\ub77c\uc9c8: 2025\ub144 LATAM \uc720\uc804 \ud654\ud559\ubb3c\uc9c8 \uc2dc\uc7a5\uc758 36.09%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc2e0\uaddc FPSO \ubc0f \ubd80\uc9c0\uc624\uc2a4(B\u00fazios), \uba54\ub85c(Mero) \uc720\uc804\uc758 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 3.61%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uba55\uc2dc\ucf54: Pemex\uc758 \ub178\ud6c4 \uc720\uc804 EOR \uc2dc\ubc94 \ud504\ub85c\uc81d\ud2b8\uc640 \ubbfc\uac04 \uc595\uc740 \uc218\uc2ec \uac1c\ubc1c\uc5d0 \ud798\uc785\uc5b4 \uc0c1\ub2f9\ud55c \uc18c\ube44\ub7c9\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\ub974\ud5e8\ud2f0\ub098: \ubc14\uce74 \ubb34\uc5d0\ub974\ud0c0(Vaca Muerta) \uc170\uc77c \uac1c\ubc1c\uc774 \uc720\uc804 \uc218\uc694\ub97c \uacac\uc778\ud558\uba70, \uae30\uc874 \uc720\uc804 \ub300\ube44 \ubc30\ub7f4\ub2f9 \ud654\ud559\ubb3c\uc9c8 \uc9d1\uc57d\ub3c4\uac00 3\ubc30\uc5d0 \ub2ec\ud569\ub2c8\ub2e4.<br \/>\n*   \ucf5c\ub86c\ube44\uc544, \ud398\ub8e8, \uc5d0\ucf70\ub3c4\ub974: \uc720\uc804 \ud654\ud559\ubb3c\uc9c8 \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \ucf5c\ub86c\ube44\uc544\ub294 \uc911\uc9c8\uc720 \uc0dd\uc0b0 \uac15\uc138\ub85c \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc9c0\ub9cc, \ud574\uc591 \ud504\ub85c\uc81d\ud2b8 \uc9c0\uc5f0\uc73c\ub85c \ub2e8\uae30 \uc131\uc7a5\uc774 \uc5b5\uc81c\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>LATAM \uc720\uc804 \ud654\ud559\ubb3c\uc9c8 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud1b5\ud569\ub3c4\ub97c \ubcf4\uc774\uba70, \uc0c1\uc704 5\uac1c \uae30\uc5c5\uc774 \uc0c1\ub2f9\ud55c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud604\uc9c0 \ucf58\ud150\uce20 \uc758\ubb34\ud654\ub294 \ub2e4\uad6d\uc801 \uae30\uc5c5\ubcf4\ub2e4 15~20% \uc800\ub834\ud55c \uac00\uaca9\uc73c\ub85c \uc0c1\ud488\uc131 \uc0b4\uc0dd\ubb3c\uc81c \ubc0f \uc720\ud654\uc81c\ub97c \uacf5\uae09\ud558\ub294 \uc9c0\uc5ed \uc81c\ud615 \uae30\uc5c5\ub4e4\uc5d0\uac8c \uae30\ud68c\ub97c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Baker Hughes\ub294 2025\ub144 3\uc6d4 \ub9c8\uce74\uc5d0\uc5d0 2,500\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud654\ud559 \uacf5\uc7a5\uc744 \uac1c\uc124\ud558\uc5ec ANP\uc758 50% \ud604\uc9c0 \ucf58\ud150\uce20 \uaddc\uc815\uc744 \ucda9\uc871\ud588\uc73c\uba70, ChampionX\ub294 2025\ub144 2\uc6d4 \ub9ac\uc6b0\ub370\uc790\ub124\uc774\ub8e8 \ud63c\ud569 \uc2dc\uc124\uc758 \uc6a9\ub7c9\uc744 \ub450 \ubc30\ub85c \ub298\ub838\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ub3d9\ud5a5\uc740 \uc2a4\ub9c8\ud2b8 \ud654\ud559\ubb3c\uc9c8 \uad00\ub9ac \uc2dc\uc2a4\ud15c, \uce5c\ud658\uacbd \uacc4\uba74\ud65c\uc131\uc81c, \uc11c\ube0c\uc2dc \uc778\uc99d LDHI\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc73c\uba70, \uc774\ub294 kg\ub2f9 \ub354 \ub192\uc740 \uac00\uce58\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 SLB, Baker Hughes Company, ChampionX, Clariant AG, BASF \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<\/p>\n<p>*   2025\ub144 3\uc6d4: Baker Hughes\ub294 \ub9c8\uce74\uc5d0\uc5d0 \uc5f0\uac04 15,000\ud1a4 \uaddc\ubaa8\uc758 \ubd80\uc2dd \uc5b5\uc81c\uc81c, \uc720\ud654\uc81c, \uc2a4\ucf00\uc77c \uc5b5\uc81c\uc81c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac16\ucd98 2,500\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud654\ud559 \uacf5\uc7a5\uc744 \uac1c\uc124\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: ChampionX\ub294 \ub9ac\uc6b0\ub370\uc790\ub124\uc774\ub8e8 \ud63c\ud569 \uc2dc\uc124\uc758 \uc6a9\ub7c9\uc744 8,000\ud1a4\/\ub144 \uc99d\uc124\ud558\uace0 \ud488\uc9c8 \uad00\ub9ac \uc5f0\uad6c\uc18c\ub97c \ucd94\uac00\ud558\uc5ec ANP \uc2b9\uc778 \uc18d\ub3c4\ub97c \ub192\uc600\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: SLB(Schlumberger)\ub294 Petrobras\uc640 \uc5fc\ud558\uce35 \ubd80\uc2dd, \uc218\ud654\ubb3c, \uc720\ud654\uc81c \ud328\ud0a4\uc9c0\ub97c \ud3ec\ud568\ud558\uc5ec 15\uac1c FPSO\uc5d0 ChemWatcher \ub514\uc9c0\ud138 \ud50c\ub7ab\ud3fc\uc744 \ubc30\ud3ec\ud558\ub294 5\ub144\uac04 1\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud654\ud559\ubb3c\uc9c8 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \uc720\uc804 \ud654\ud559 \uc2dc\uc7a5 \ubcf4\uace0\uc11c\ub294 \ud0d0\uc0ac, \uc2dc\ucd94, \uc0dd\uc0b0 \ubc0f \uc6b4\uc1a1\uc744 \ud3ec\ud568\ud55c \uc11d\uc720 \ubc0f \uac00\uc2a4 \uc218\uba85 \uc8fc\uae30 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc6b4\uc601\uc744 \ucd5c\uc801\ud654\ud558\uace0 \uc790\uc6d0 \ud68c\uc218\ub97c \uadf9\ub300\ud654\ud558\uba70 \uc7a5\ube44\ub97c \ubcf4\ud638\ud558\uace0 \ubd80\uc2dd, \uc2a4\ucf00\uc77c\ub9c1, \uc218\ubd84 \ubd84\ub9ac\uc640 \uac19\uc740 \uc720\uccb4 \uad00\ub828 \ubb38\uc81c\ub97c \ud6a8\uacfc\uc801\uc73c\ub85c \uad00\ub9ac\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \uc720\uc804 \ud654\ud559 \ubb3c\uc9c8 \uc2dc\uc7a5\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d \ubc0f Porter\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \ud658\uacbd\uc744 \ud3ec\uad04\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \ube0c\ub77c\uc9c8 \uc2ec\ud574 \uc5fc\ud558\uce35 \ud504\ub85c\uc81d\ud2b8\uc758 \uc9c0\uc18d\uc801\uc778 \ucd94\uc9c4, \uba55\uc2dc\ucf54 \uc5d0\ub108\uc9c0 \uac1c\ud601 \uc774\ud6c4 \uc131\uc219 \uc720\uc804\uc758 \uac15\ud654 \uc11d\uc720 \ud68c\uc218(EOR) \ud504\ub85c\uadf8\ub7a8 \uac00\uc18d\ud654, \uc544\ub974\ud5e8\ud2f0\ub098 Neuqu\u00e9n(Vaca Muerta) \uc9c0\uc5ed\uc758 \uc170\uc77c \ud30c\uc77c\ub7ff \uc131\uacf5\uc73c\ub85c \uc778\ud55c \ud654\ud559 \ubb3c\uc9c8 \uc218\uc694 \uc99d\uac00, \ube0c\ub77c\uc9c8\uacfc \uba55\uc2dc\ucf54\uc758 \ud604\uc9c0 \ucf58\ud150\uce20 \uaddc\uc815\uc73c\ub85c \uc778\ud55c \ud604\uc9c0 \ud654\ud559 \ubb3c\uc9c8 \uc81c\uc870 \ucd09\uc9c4, \uadf8\ub9ac\uace0 \ucd08\uc2ec\ud574 \ud574\uc800 \uc5f0\uacb0\uc5d0\uc11c \uba54\ud0c4\uc62c\uc744 \ub300\uccb4\ud558\ub294 \uc800\uc6a9\ub7c9 \uc218\ud654\ubb3c \uc5b5\uc81c\uc81c \uc0ac\uc6a9 \ud655\ub300 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ubc30\ub7f4\ub2f9 70\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \ubd88\uc548\uc815\ud55c \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9\uc73c\ub85c \uc778\ud55c CAPEX \uc2b9\uc778 \uc9c0\uc5f0, \uace0\uae09 \uc790\uadf9 \ud654\ud559 \ubb3c\uc9c8 \uad00\ub828 \uc219\ub828 \ub178\ub3d9\ub825 \ubd80\uc871, \uadf8\ub9ac\uace0 ANP \ubc0f CNH\uc640 \uac19\uc740 \uaddc\uc81c \uae30\uad00\uc758 \uae34 \uc81c\ud488 \ub4f1\ub85d \uc8fc\uae30\ub294 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654\ub294 \ud654\ud559 \ubb3c\uc9c8 \uc720\ud615, \uc801\uc6a9 \ubd84\uc57c \ubc0f \uad6d\uac00\ubcc4\ub85c \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \ud654\ud559 \ubb3c\uc9c8 \uc720\ud615\ubcc4\ub85c\ub294 \uc0b4\uc0dd\ubb3c\uc81c, \ubd80\uc2dd \ubc0f \uc2a4\ucf00\uc77c \uc5b5\uc81c\uc81c, \uc720\ud654 \ud30c\uad34\uc81c, \ud3f4\ub9ac\uba38, \uacc4\uba74\ud65c\uc131\uc81c \ubc0f \uae30\ud0c0 \ud654\ud559 \ubb3c\uc9c8 \uc720\ud615\uc73c\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \uc801\uc6a9 \ubd84\uc57c\ubcc4\ub85c\ub294 \uc2dc\ucd94 \ubc0f \uc2dc\uba58\ud305, \ubcf4\uc218 \ubc0f \uc644\ub8cc, \uc720\uc815 \uc790\uadf9, \uc0dd\uc0b0, \uac15\ud654 \uc11d\uc720 \ud68c\uc218\ub85c \ub098\ub269\ub2c8\ub2e4. \ub610\ud55c \uba55\uc2dc\ucf54, \ube0c\ub77c\uc9c8, \ucf5c\ub86c\ube44\uc544, \uc544\ub974\ud5e8\ud2f0\ub098, \ud398\ub8e8, \uc5d0\ucf70\ub3c4\ub974\ub97c \ud3ec\ud568\ud55c \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 6\uac1c \uc8fc\uc694 \uad6d\uac00\uc758 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc758 \ud575\uc2ec \ud1b5\ucc30\ub825\uc5d0 \ub530\ub974\uba74, \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \uc720\uc804 \ud654\ud559 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144\uc5d0 30\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ube0c\ub77c\uc9c8\uc740 \ub300\uaddc\ubaa8 \uc5fc\ud558\uce35 \uac1c\ubc1c\uc5d0 \ud798\uc785\uc5b4 \uc9c0\uc5ed \uc218\uc694\uc758 36.09%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450 \uad6d\uac00\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud654\ud559 \ubb3c\uc9c8 \uc720\ud615 \uc911\uc5d0\uc11c\ub294 \ubd80\uc2dd \ubc0f \uc2a4\ucf00\uc77c \uc5b5\uc81c\uc81c\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 38.32%\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc801\uc6a9 \ubd84\uc57c\ubcc4\ub85c\ub294 \uae30\uc874 \uc790\uc0b0\uc758 \ud65c\uc6a9 \uadf9\ub300\ud654 \ub178\ub825\uc5d0 \ub530\ub77c \uc0dd\uc0b0 \ud654\ud559 \ubb3c\uc9c8\uc774 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 2.18%\uc758 \uc131\uc7a5\ub960(CAGR)\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788, \ube0c\ub77c\uc9c8\uc758 50% \ubc0f \uba55\uc2dc\ucf54\uc758 35% \ud604\uc9c0 \ucf58\ud150\uce20 \uaddc\uc815\uc740 \uae00\ub85c\ubc8c \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc785\ucc30 \uc790\uaca9\uc744 \uc5bb\uae30 \uc704\ud574 \ud604\uc9c0 \ud63c\ud569 \uc2dc\uc124\uc5d0 \ud22c\uc790\ud558\ub3c4\ub85d \uc758\ubb34\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220 \ud2b8\ub80c\ub4dc \uce21\uba74\uc5d0\uc11c\ub294 ChemWatcher\uc640 \uac19\uc740 \ub514\uc9c0\ud138 \ud22c\uc5ec\ub7c9 \ucd5c\uc801\ud654 \ud50c\ub7ab\ud3fc\uc774 \uc790\uc0b0 \ubb34\uacb0\uc131\uc744 \uc720\uc9c0\ud558\uba74\uc11c \ud654\ud559 \ubb3c\uc9c8 \uc0ac\uc6a9\ub7c9\uc744 \uc57d 12% \uac10\uc18c\uc2dc\ud0a4\ub294 \ud6a8\uacfc\ub97c \ubcf4\uc774\uba70 \ud574\uc591 \ud654\ud559 \ubb3c\uc9c8 \uc18c\ube44 \ubc29\uc2dd\uc744 \ubcc0\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, Ashland Inc., Baker Hughes Company, BASF, ChampionX, Clariant AG, Dow Inc., Ecolab Inc., Halliburton, SLB \ub4f1 19\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \uac01 \uae30\uc5c5 \ud504\ub85c\ud544\uc740 \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ub4f1\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \ubcf4\uace0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(White-space) \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694(Unmet-Need) \ud3c9\uac00\ub97c \ud1b5\ud574 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-28029","post","type-post","status-publish","format-standard","hentry","category-market-reports"],"_links":{"self":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/28029"}],"collection":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/comments?post=28029"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/28029\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=28029"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=28029"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=28029"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}