{"id":29623,"date":"2026-02-08T00:03:41","date_gmt":"2026-02-08T00:03:41","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/electric-vehicle-battery-recycling-market-mordor\/"},"modified":"2026-09-11T15:58:53","modified_gmt":"2026-09-11T06:58:53","slug":"electric-vehicle-battery-recycling-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/electric-vehicle-battery-recycling-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025\ub144 &#8211; 2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/electric-vehicle-battery-recycling-market-1752825786971-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\/electric-vehicle-battery-recycling-market-size-image-1753247793575.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \uc5f0\uad6c \uac00\uc815 &amp; \uc2dc\uc7a5 \uc815\uc758<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \uc5f0\uad6c \ubc94\uc704<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 \uae09\uc99d\ud558\ub294 EV \ud310\ub9e4\ub85c \uc778\ud55c \uc218\uba85 \uc885\ub8cc \ubc30\ud130\ub9ac \uc4f0\ub098\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \uc5c4\uaca9\ud55c \uc0dd\uc0b0\uc790 \ucc45\uc784 \ud655\ub300 (EPR) \uc758\ubb34<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \ud575\uc2ec \uad11\ubb3c \uac00\uaca9 \uc0c1\uc2b9\uc73c\ub85c \uc7ac\ud65c\uc6a9 \uc7ac\ub8cc ROI \uc99d\ub300<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \uc800\ud0c4\uc18c, \ud604\uc9c0\ud654\ub41c \uacf5\uae09\ub9dd\uc744 \uc704\ud55c OEM\uc758 \ub178\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 LFP \ud2b9\uc815 \ub9ac\ud2ac \ud68c\uc218 \uacbd\uc81c\uc131<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 AI \uae30\ubc18 \uc790\ub3d9 \ud329 \ubd84\ud574<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \uc2dc\uc7a5 \uc81c\uc57d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \uc2b5\uc2dd \uc57c\uae08 \ud50c\ub79c\ud2b8\uc758 \ub192\uc740 CAPEX &amp; \uae34 \ud68c\uc218 \uae30\uac04<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \ubcc0\ub3d9\uc131 \uc788\ub294 \ube14\ub799 \ub9e4\uc2a4 \ud604\ubb3c \uac00\uaca9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \uace0\uc804\uc555 \ubc30\ud130\ub9ac \uc218\uac70\uc758 \uc548\uc804 &amp; \ubb3c\ub958 \uc704\ud5d8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \uc9c1\uc811 \uc7ac\ud65c\uc6a9 IP\ub97c \ub458\ub7ec\uc2fc \ud2b9\ud5c8 \ub09c\ub9bd<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uac00\uce58\/\uacf5\uae09\ub9dd \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \uaddc\uc81c \ud658\uacbd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \uae30\uc220 \uc804\ub9dd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \uacf5\uae09\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc6a9\ub7c9 \uac1c\uc694<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.8.1 \uae30\uc874 \ud50c\ub79c\ud2b8 \uc704\uce58 &amp; \uc6a9\ub7c9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.2 \ubc1c\ud45c\ub41c \ud50c\ub79c\ud2b8 &amp; \ud655\uc7a5<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.9 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uae30\uc220 \uac1c\uc694<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.9.1 \uac74\uc2dd \uc57c\uae08<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.9.2 \uc2b5\uc2dd \uc57c\uae08<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.9.3 \uc9c1\uc811 \/ \uae30\uacc4\uc801<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.10 \uc7ac\ud65c\uc6a9 \uae30\uc220\uc758 \ube44\uc6a9-\ud3b8\uc775 \ud3c9\uac00<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.11 \ubbf8\ub798 \uae30\uc220 \ubcc0\ud654 &amp; \uc608\uc0c1 \uc218\ud61c\uc790<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \uc2dc\uc7a5 \uaddc\ubaa8 &amp; \uc131\uc7a5 \uc608\uce21 (\uac00\uce58 (USD))<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \ubc30\ud130\ub9ac \ud654\ud559\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \ub9ac\ud2ac \uc774\uc628 (NMC, NCA, LFP, LMO, LCO)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \ub0a9\ucd95\uc804\uc9c0<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \ucd9c\ucc98\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 EV \uc0dd\uc0b0 \uc2a4\ud06c\ub7a9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \uc218\uba85 \uc885\ub8cc EV \ubc30\ud130\ub9ac<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \uc7ac\ud65c\uc6a9 \uacf5\uc815\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \uc2b5\uc2dd \uc57c\uae08<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \uac74\uc2dd \uc57c\uae08<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 \uc9c1\uc811 \/ \uae30\uacc4 \ubc0f \uae30\ud0c0 \uc2e0\ud765<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \ucc28\ub7c9 \uc720\ud615\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \uc774\ub95c\ucc28<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \uc0bc\ub95c\ucc28<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \uc2b9\uc6a9\ucc28<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 \uacbd\uc0c1\uc6a9\ucc28<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \uc911\ub300\ud615 \uc0c1\uc6a9\ucc28<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.6 \ubc84\uc2a4 \ubc0f \ucf54\uce58<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \ud68c\uc218 \uc7ac\ub8cc\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \ub9ac\ud2ac<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \ucf54\ubc1c\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \ub2c8\ucf08<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \ub9dd\uac04<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \ud751\uc5f0 \ubc0f \uae30\ud0c0<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.6 \uc9c0\uc5ed\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.6.1 \ubd81\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.1 \ubbf8\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.2 \uce90\ub098\ub2e4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.3 \ubd81\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.2 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.3 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.1 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.2 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.3 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.4 \uc774\ud0c8\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.5 \uc2a4\ud398\uc778<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.6 \ub178\ub974\uc6e8\uc774<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.7 \ub124\ub35c\ub780\ub4dc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.8 \ub7ec\uc2dc\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.9 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.1 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.2 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.3 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.4 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.5 \ud638\uc8fc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.6 \uc778\ub3c4\ub124\uc2dc\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.7 \ud0dc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.8 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.3 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, SWOT \ubd84\uc11d \ubc0f \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 ACCUREC Recycling GmbH<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 American Manganese Inc. (RecycLiCo Battery Materials Inc.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 Aqua Metals, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 Ascend Elements, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 Call2Recycle, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 Eco-Bat Technologies Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 Fortum Battery Recycling (Fortum Oyj)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 Li-Cycle Holdings Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 Redwood Materials, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 Servicios Industriales de Tratamiento y Reciclaje Ambiental S.A. de C.V. (SITRASA)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 Umicore SA\/NV<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 Glencore plc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 Guangdong Brunp Recycling Technology Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 GEM Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 Duesenfeld GmbH<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 Retriev Technologies Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 Veolia Environnement S.A.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 Ganfeng Lithium Group Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 RecyBat (Soci\u00e9t\u00e9 Nouvelle d&#8217;Affinage des M\u00e9taux \u2013 SNAM)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 TES-AMM Pte Ltd. (TES Sustainable Technology Solutions)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \uaddc\ubaa8, \uc810\uc720\uc728 \ubc0f 2030\ub144 \uc804\ub9dd: \uc0c1\uc138 \ubd84\uc11d<\/p>\n<p>Mordor Intelligence \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc740 2025\ub144 38.8\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 155.8\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2025-2030) \ub3d9\uc548 \uc5f0\ud3c9\uade0 32.05%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc774\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c, \uc720\ub7fd\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uaddc\uc81c \uc555\ub825 \uc99d\uac00, \uc218\uba85\uc774 \ub2e4\ud55c(EoL) \ubc30\ud130\ub9ac \ubb3c\ub7c9 \uae09\uc99d, \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131 \ub4f1\uc774 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc218\uc5f4\uc57c\uae08 \ubc0f \uc9c1\uc811 \uc7ac\ud65c\uc6a9 \uae30\uc220\uc758 \ubc1c\uc804\uc740 \uae08\uc18d \ud68c\uc218\uc728\uc744 \ub192\uc774\uace0 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub97c \uc904\uc774\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc640 \uc7ac\ud65c\uc6a9 \uae30\uc5c5 \uac04\uc758 \uc804\ub7b5\uc801 \uc81c\ud734\ub294 \uacf5\uae09\ub9dd\uc744 \ub2e8\ucd95\ud558\uace0 \ud575\uc2ec \uad11\ubb3c \ud655\ubcf4\ub97c \uc6a9\uc774\ud558\uac8c \ud558\uba70, \uad11\uc5c5 \ub300\uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc9c4\uc785\uc740 \ud1b5\ud569 \ucd94\uc138\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \uc774\ub95c\ucc28 \uc804\ub3d9\ud654\ub294 \uc18c\ud615 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uacf5\uc815 \ud601\uc2e0\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>1. \uae09\uc99d\ud558\ub294 EV \ud310\ub9e4\ub85c \uc778\ud55c \uc218\uba85\uc774 \ub2e4\ud55c \ubc30\ud130\ub9ac \ubb3c\ub7c9 \uc99d\uac00<br \/>\n2015\ub144\uc5d0\uc11c 2020\ub144 \uc0ac\uc774\uc5d0 \ud310\ub9e4\ub41c 1\uc138\ub300 EV \ubc30\ud130\ub9ac\ub4e4\uc774 \uc218\uba85 \uc8fc\uae30\ub97c \ub9c8\uce58\uba74\uc11c, 2030\ub144\uae4c\uc9c0 \uc804 \uc138\uacc4 EoL \ubc30\ud130\ub9ac \ubb3c\ub7c9\uc740 315GWh\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc57d 390\ub9cc \ub300\uc758 \uc7a5\uac70\ub9ac EV\uc5d0 \ud574\ub2f9\ud558\ub294 \uc591\uc785\ub2c8\ub2e4. \uc911\uad6d\uc740 2024\ub144\uc5d0\ub9cc \uc57d 60\ub9cc \ud1a4\uc758 EoL \ubc30\ud130\ub9ac\ub97c \ucc98\ub9ac\ud588\uc2b5\ub2c8\ub2e4. EoL \ubc30\ud130\ub9ac\ub294 \uc0dd\uc0b0 \uc2a4\ud06c\ub7a9\ubcf4\ub2e4 \uae08\uc18d \ub18d\ub3c4\uac00 \ub192\uc544 25-35% \ub354 \ub192\uc740 \ub9c8\uc9c4\uc744 \uc81c\uacf5\ud558\uba70, \ub178\ub974\uc6e8\uc774, \uce98\ub9ac\ud3ec\ub2c8\uc544 \ub4f1 EV \ucd08\uae30 \ub3c4\uc785 \uc9c0\uc5ed\uc740 2026\ub144\uae4c\uc9c0 \uae09\uaca9\ud55c EoL \ubc30\ud130\ub9ac \uc99d\uac00\uc5d0 \uc9c1\uba74\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub294 \uc7ac\ud65c\uc6a9 \uae30\uc5c5\ub4e4\uc774 \uc6d0\ub8cc \uacf5\uae09 \uacc4\uc57d\uc744 \ud655\ubcf4\ud560 \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>2. \uc5c4\uaca9\ud55c \uc0dd\uc0b0\uc790 \ucc45\uc784 \ud655\ub300(EPR) \uc758\ubb34\ud654<br \/>\n\uc758\ubb34\uc801\uc778 \uc7ac\ud65c\uc6a9 \ucffc\ud130\ub294 EV \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc744 \ud22c\uae30\uc801 \uc0ac\uc5c5\uc5d0\uc11c \uaddc\uc81c\ub41c \uc720\ud2f8\ub9ac\ud2f0\ub85c \uc804\ud658\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. EU \ubc30\ud130\ub9ac \uaddc\uc815 2023\/1542\ub294 2031\ub144\uae4c\uc9c0 \uc2e0\uaddc \ubc30\ud130\ub9ac\uc5d0 \ucf54\ubc1c\ud2b8 16%, \ub9ac\ud2ac 6%, \ub2c8\ucf08 6%\uc758 \ucd5c\uc18c \uc7ac\ud65c\uc6a9 \ud568\ub7c9\uc744 \uc758\ubb34\ud654\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc0dd\uc0b0\uc790 \ucc45\uc784 \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uc81c\uc870\uc5c5\uccb4\uac00 \uc778\uc99d\ub41c \uc7ac\ud65c\uc6a9 \uae30\uc5c5\uc5d0 \ubc30\ud130\ub9ac\ub97c \uc778\uacc4\ud558\ub3c4\ub85d \uc758\ubb34\ud654\ud558\uba70, \ub274\uc800\uc9c0\uc8fc\uc758 2024\ub144 \ubc95\uc548\uc740 \ubbf8\uad6d \ucd5c\ucd08\uc758 \uc8fc(\u5dde) \uc804\uccb4 \uc218\uac70 \uc218\uc218\ub8cc\ub97c \ud655\ub9bd\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc815\ucc45\ub4e4\uc740 \uc548\uc815\uc801\uc778 \uc6d0\ub8cc \uacf5\uae09\uacfc \uacf5\uc7a5 \uac00\ub3d9\ub960\uc744 \ubcf4\uc7a5\ud558\uace0, OEM\uc758 \uc804\ud658 \ube44\uc6a9\uc744 \ub192\uc5ec \uc7ac\ud65c\uc6a9 \uae30\uc5c5\uc5d0 \uc608\uce21 \uac00\ub2a5\ud55c \uc218\uc775 \ud750\ub984\uacfc \ud504\ub85c\uc81d\ud2b8 \uc790\uae08 \uc870\ub2ec\uc744 \uc6a9\uc774\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p>3. \ud575\uc2ec \uad11\ubb3c \uac00\uaca9 \uc0c1\uc2b9\uc73c\ub85c \uc778\ud55c \uc7ac\ud65c\uc6a9 \uc7ac\ub8cc ROI \uc99d\ub300<br \/>\n2022\ub144 \ucd5c\uace0\uc810 \ub300\ube44 3\/5\uac00\ub7c9 \ud558\ub77d\ud588\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ub9ac\ud2ac \uac00\uaca9\uc740 2020\ub144 \ub300\ube44 3\ubc30 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \ucf54\ubc1c\ud2b8 \uac00\uaca9 \ub610\ud55c \uc7ac\ud65c\uc6a9 \ube44\uc6a9 \ub300\ube44 \ucda9\ubd84\ud55c \ub9c8\uc9c4\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc7ac\ud65c\uc6a9 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc\uc740 \uacbd\uc554 \ucd94\ucd9c \ubc29\uc2dd\ubcf4\ub2e4 80% \uc774\uc0c1 \uc801\uc740 \uc5d0\ub108\uc9c0\ub97c \uc0ac\uc6a9\ud558\uba70, \uc804\ub825 \uac00\uaca9\uc774 USD 80\/MWh\ub97c \ucd08\uacfc\ud560 \uacbd\uc6b0 \ube44\uc6a9 \uc6b0\uc704\ub294 40%\uae4c\uc9c0 \ud655\ub300\ub429\ub2c8\ub2e4. \ucf69\uace0\ub098 \uce60\ub808\uc758 \uc9c0\uc815\ud559\uc801 \ubd88\uc548\uc815\uc740 \uad6d\ub0b4\uc5d0\uc11c \uc870\ub2ec\ub41c \uc7ac\ud65c\uc6a9 \uae08\uc18d\uc758 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc99d\ud3ed\uc2dc\ud0a4\uba70, \ud2b9\ud788 \ubd81\ubbf8\uc5d0\uc11c\ub294 OEM\uc774 \ud604\uc9c0 \ucf58\ud150\uce20\uc5d0 \ub300\ud55c \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ud06c\ub808\ub527\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. OEM\uc758 \uc800\ud0c4\uc18c \ubc0f \ud604\uc9c0\ud654\ub41c \uacf5\uae09\ub9dd \uad6c\ucd95 \ub178\ub825<br \/>\n\uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 Scope 3 \ubc30\ucd9c\ub7c9 \uac10\ucd95 \ubc0f \uc6d0\uc790\uc7ac \uc704\ud5d8 \ubd84\uc0b0\uc744 \uc704\ud574 \ud3d0\uc1c4 \ub8e8\ud504(closed-loop) \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. BMW\uc640 Redwood Materials\uc758 \uc0ac\uc6b0\uc2a4\uce90\ub864\ub77c\uc774\ub098 \ud611\uc57d\uc740 \ubb3c\ub958 \ub9ac\ub4dc \ud0c0\uc784\uc744 60\uc77c \ud574\uc0c1 \uc6b4\uc1a1\uc5d0\uc11c 3\uc77c \ud2b8\ub7ed \uc6b4\uc1a1\uc73c\ub85c \ub2e8\ucd95\ud558\uc5ec \uc7ac\uace0 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4. Toyota\uc640 LG Energy Solution\uc758 \ud569\uc791 \ud22c\uc790\ub294 2030\ub144 \ud0c4\uc18c \uc911\ub9bd \ubaa9\ud45c \ub2ec\uc131\uc744 \uc704\ud574 \uc7ac\ud65c\uc6a9 \uc6d0\ub8cc\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud30c\ud2b8\ub108\uc2ed\uc740 \uc7ac\ud65c\uc6a9 \uae30\uc5c5\uc758 \uc548\uc815\uc801\uc778 \ub9e4\ucd9c\uc744 \ubcf4\uc7a5\ud558\uace0, \ucd08\uae30 \uc0dd\uc0b0 \ub2a5\ub825 \uad6c\ucd95 \uae30\uc5c5\uc5d0 \ubcf4\uc0c1\uc744 \uc81c\uacf5\ud558\uba70, \uac01 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc758 \uc140 \ud654\ud559\uc5d0 \ub9de\ucdb0\uc9c4 \uc9c1\uc811 \uc7ac\ud65c\uc6a9 \ub77c\uc778\uc758 \uc2e0\uc18d\ud55c \ud655\uc7a5\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>1. \uc218\uc5f4\uc57c\uae08 \uacf5\uc7a5\uc758 \ub192\uc740 CAPEX \ubc0f \uae34 \ud68c\uc218 \uae30\uac04<br \/>\n\uc2e0\uaddc \uc218\uc5f4\uc57c\uae08 \ub77c\uc778 \uac74\uc124\uc5d0\ub294 \ub9c9\ub300\ud55c \ucd08\uae30 \uc790\ubcf8\uc774 \ud544\uc694\ud558\uba70, \ud22c\uc790 \ud68c\uc218\uae4c\uc9c0 \ucd5c\ub300 10\ub144\uc774 \uc18c\uc694\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. Umicore\uc758 \ubca8\uae30\uc5d0 \uacf5\uc7a5\uc740 10\ub9cc \ud1a4 \uc774\uc0c1\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac16\ucd94\uace0 \uc788\uc9c0\ub9cc, \uc218\ubc31\ub9cc \uc720\ub85c\uc758 \ube44\uc6a9\uc774 \ub4e4\uc5c8\uc2b5\ub2c8\ub2e4. EoL \uc6d0\ub8cc \uacf5\uae09\uc774 \uc544\uc9c1 \ucda9\ubd84\ud788 \uad6c\ucd95\ub418\uc9c0 \uc54a\uc544 \uac00\ub3d9\ub960\uc774 30-50%\uc5d0 \uba38\ubb3c\uace0 \uc788\uc5b4, \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc774 \uae38\uc5b4\uc9c0\uace0 \uc790\ubcf8\ub825\uc774 \uac15\ud55c \uae30\uc874 \uae30\uc5c5\uc5d0 \uc720\ub9ac\ud55c \ud658\uacbd\uc785\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c \uc790\ubcf8 \ubd80\ub2f4\uc774 \uc801\uc740 \uc9c1\uc811 \uc7ac\ud65c\uc6a9 \uc2a4\ud0c0\ud2b8\uc5c5\ub4e4\uc740 \uc644\uc804 \uc18c\uc720\uc758 \uc218\uc5f4\uc57c\uae08 \ub2e8\uc9c0 \ub300\uc2e0 \uc704\ud0c1 \uac00\uacf5 \ub610\ub294 \ud569\uc791 \ud22c\uc790 \ubaa8\ub378\uc744 \ucd94\uad6c\ud569\ub2c8\ub2e4.<\/p>\n<p>2. \uace0\uc804\uc555 \ubc30\ud130\ub9ac \uc218\uac70\uc758 \uc548\uc804 \ubc0f \ubb3c\ub958 \uc704\ud5d8<br \/>\n\uc190\uc0c1\ub41c \uace0\uc804\uc555 \ubc30\ud130\ub9ac\ub294 Class 9 \uc704\ud5d8\ubb3c\ub85c \ubd84\ub958\ub418\uc5b4 \ub0b4\ud654\uc131 \ucee8\ud14c\uc774\ub108\uc640 \uc778\uc99d\ub41c \uc6b4\uc804\uc790\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uc218\uac70 \ube44\uc6a9\uc774 \uc77c\ubc18 \uc790\ub3d9\ucc28 \uc2a4\ud06c\ub7a9\ubcf4\ub2e4 40-60% \ub192\uc73c\uba70, 2024\ub144 Ascend Elements\uc758 Covington \ud5c8\ube0c \ud654\uc7ac\uc640 \uac19\uc740 \uc0ac\uace0 \ubc1c\uc0dd \uc2dc \ubcf4\ud5d8\ub8cc\uac00 \uc0c1\uc2b9\ud558\ub294 \ub4f1 \uc548\uc804 \ubc0f \ubb3c\ub958 \uc704\ud5d8\uc774 \uc874\uc7ac\ud569\ub2c8\ub2e4. \uaddc\uc81c \uc900\uc218\uc758 \ubcf5\uc7a1\uc131\uc740 \uc18c\uaddc\ubaa8 \uc7ac\ud65c\uc6a9 \uae30\uc5c5\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\uace0, \uc218\uac70 \ubc18\uacbd\uc774 \uacbd\uc81c\uc801 \ud55c\uacc4\ub97c \ucd08\uacfc\ud558\ub294 \ub18d\ucd0c \uc9c0\uc5ed\uc5d0\uc11c\ub294 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub192\uc785\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>1. \ubc30\ud130\ub9ac \ud654\ud559: \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \uc9c0\ubc30\ub825<br \/>\n\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\ub294 2024\ub144 EV \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc758 74.17%\ub97c \ucc28\uc9c0\ud558\uba70 2030\ub144\uae4c\uc9c0 32.17%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4. NMC(\ub2c8\ucf08-\ub9dd\uac04-\ucf54\ubc1c\ud2b8) \ubc30\ud130\ub9ac\ub294 \ucf54\ubc1c\ud2b8 \ud568\ub7c9\uc73c\ub85c \uc778\ud574 \ud1a4\ub2f9 3\ub9cc~5\ub9cc \ub2ec\ub7ec\uc758 \ub192\uc740 \uac00\uce58\ub97c \uc9c0\ub2c8\uba70, LFP(\ub9ac\ud2ac-\uc778\uc0b0\ucca0) \ubc30\ud130\ub9ac\ub294 CATL\uc774 99.6%\uc758 \ub9ac\ud2ac \ud68c\uc218\uc728\uc744 \uc2dc\uc5f0\ud558\ub294 \ub4f1 \uac00\uce58\uac00 \ud5a5\uc0c1\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c(Ni-MH)\uc740 \uc8fc\ub85c \ud558\uc774\ube0c\ub9ac\ub4dc \ucc28\ub7c9\uc5d0\uc11c \ub098\uc624\uba70 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 12V \ub0a9\uc0b0 \ubc30\ud130\ub9ac\ub294 \uafb8\uc900\ud55c \ucc98\ub9ac\ub7c9\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. 1\uc138\ub300 EV\uac00 \ud3d0\uae30\ubb3c \ud750\ub984\uc5d0 \uc9c4\uc785\ud558\uba74\uc11c \uace0\uac00\uce58 \uc591\uadf9\uc7ac\uc758 \ube44\uc911\uc774 \ub192\uc544\uc9c0\uace0, \uc0dd\uc0b0 \uc2a4\ud06c\ub7a9\uc5d0 \uc758\uc874\ud558\ub294 \uc7ac\ud65c\uc6a9 \uae30\uc5c5\uc758 \ub9c8\uc9c4\uc774 \uc904\uc5b4\ub4e4\uba74\uc11c \ub9ac\ud2ac \uc774\uc628 \uc6d0\ub8cc\uc758 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \ub354\uc6b1 \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc720\ub7fd\uc740 \uace0\ucf54\ubc1c\ud2b8 \uc140 \ube44\uc911\uc774 \ub192\uc740 \ubc18\uba74, \uc911\uad6d\uc740 LFP\ub85c \uc804\ud658\ud558\uace0 \uc788\uc5b4 \uc9c0\uc5ed\ubcc4 \uac00\uaca9 \ucc28\uc774\uac00 \ubc1c\uc0dd\ud558\uace0 \uc788\uc73c\uba70, \uc7ac\ud65c\uc6a9 \uae30\uc5c5\ub4e4\uc740 \uae08\uc18d \uac00\uce58 \ubcc0\ud654\uc5d0\ub3c4 \uc218\uc775\uc131\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \uc720\uc5f0\ud55c \uce68\ucd9c \ub808\uc2dc\ud53c \uc804\ud658\uc774 \uac00\ub2a5\ud55c \ub77c\uc778\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \ucd9c\ucc98: \uc0dd\uc0b0 \uc2a4\ud06c\ub7a9\uc5d0\uc11c \uc218\uba85\uc774 \ub2e4\ud55c \ubc30\ud130\ub9ac\ub85c \uc804\ud658<br \/>\n2024\ub144\uc5d0\ub294 \uae30\uac00\ud329\ud1a0\ub9ac \uac00\ub3d9\ub960 \uc99d\uac00\ub85c \uc778\ud55c \uc0dd\uc0b0 \uc2a4\ud06c\ub7a9\uc774 EV \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc758 54.37%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 EoL \ubc30\ud130\ub9ac\ub294 34.15%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uc5ec 202&#8230;2030\ub144\uc5d0\ub294 \uc0dd\uc0b0 \uc2a4\ud06c\ub7a9\uc744 \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\ub294 \uc7ac\ud65c\uc6a9 \uc0b0\uc5c5\uc5d0 \uc911\uc694\ud55c \uc804\ud658\uc810\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4. \uc0dd\uc0b0 \uc2a4\ud06c\ub7a9\uc740 \ube44\uad50\uc801 \uade0\uc77c\ud558\uace0 \uc608\uce21 \uac00\ub2a5\ud55c \ud2b9\uc131\uc744 \uac00\uc9c0\ub294 \ubc18\uba74, \uc218\uba85\uc774 \ub2e4\ud55c \ubc30\ud130\ub9ac\ub294 \ub2e4\uc591\ud55c \ud654\ud559 \ubb3c\uc9c8, \uc794\uc874 \uc6a9\ub7c9, \uadf8\ub9ac\uace0 \ubb3c\ub9ac\uc801 \uc0c1\ud0dc\ub97c \uac00\uc9c0\ubbc0\ub85c \uc218\uc9d1, \ubd84\ub958 \ubc0f \ucc98\ub9ac \uacfc\uc815\uc5d0\uc11c \ud6e8\uc52c \ub354 \ubcf5\uc7a1\ud55c \uae30\uc220\uacfc \uc778\ud504\ub77c\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \ud2b9\ud788 1\uc138\ub300 \uc804\uae30\ucc28\uc758 \ud3d0\uae30\ubb3c \ud750\ub984 \uc9c4\uc785\uc774 \ubcf8\uaca9\ud654\ub418\uba74\uc11c, \uc7ac\ud65c\uc6a9 \uae30\uc5c5\ub4e4\uc740 \ub300\ub7c9\uc758 EoL \ubc30\ud130\ub9ac\ub97c \ud6a8\uc728\uc801\uc774\uace0 \uc548\uc804\ud558\uac8c \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\uace0, \ub2e4\uc591\ud55c \ubc30\ud130\ub9ac \uc720\ud615\uc5d0 \ub300\uc751\ud560 \uc218 \uc788\ub294 \uc720\uc5f0\ud55c \uc7ac\ud65c\uc6a9 \uc194\ub8e8\uc158 \uac1c\ubc1c\uc5d0 \uc9d1\uc911\ud574\uc57c \ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub294 \ub610\ud55c \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc758 \uac00\uce58 \uc0ac\uc2ac \uc804\ubc18\uc5d0 \uac78\uccd0 \uc0c8\ub85c\uc6b4 \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\uacfc \ud611\ub825 \uae30\ud68c\ub97c \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c \uac00\uc815, \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \ubc94\uc704 \ubc0f \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud558\uba70, \uc2dc\uc7a5 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uac00\uce58\/\uacf5\uae09\ub9dd \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uc2dc\uc7a5 \uae30\ud68c\ub97c \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8e8\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\uae00\ub85c\ubc8c EV \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc740 2025\ub144 38.8\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144\uae4c\uc9c0 155.8\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub294 \ubc30\ud130\ub9ac \ud654\ud559(\ub9ac\ud2ac \uc774\uc628, \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c, \ub0a9\uc0b0), \ucd9c\ucc98(EV \uc0dd\uc0b0 \uc2a4\ud06c\ub7a9, \uc218\uba85 \uc885\ub8cc EV \ubc30\ud130\ub9ac), \uc7ac\ud65c\uc6a9 \uacf5\uc815(\uc218\ucc98\ub9ac \uc57c\uae08, \uac74\uc2dd \uc57c\uae08, \uc9c1\uc811\/\uae30\uacc4\uc2dd \ubc0f \uae30\ud0c0 \uc2e0\ud765 \uae30\uc220), \ucc28\ub7c9 \uc720\ud615(2\ub95c, 3\ub95c, \uc2b9\uc6a9\ucc28, \uacbd\uc0c1\uc6a9\ucc28, \uc911\ub300\ud615 \uc0c1\uc6a9\ucc28, \ubc84\uc2a4 \ubc0f \ucf54\uce58), \ud68c\uc218 \uc7ac\ub8cc(\ub9ac\ud2ac, \ucf54\ubc1c\ud2b8, \ub2c8\ucf08, \ub9dd\uac04, \ud751\uc5f0 \ub4f1), \uadf8\ub9ac\uace0 \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \ub4f1 \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \u25b2\uae09\uc99d\ud558\ub294 EV \ud310\ub9e4\ub7c9\uc73c\ub85c \uc778\ud55c \uc218\uba85 \uc885\ub8cc \ubc30\ud130\ub9ac(end-of-life battery)\uc758 \ub300\ub7c9 \ubc1c\uc0dd \u25b2\uc0dd\uc0b0\uc790 \ucc45\uc784 \ud655\ub300(EPR) \uc758\ubb34\uc758 \uc5c4\uaca9\ud55c \uc2dc\ud589 \u25b2\ud575\uc2ec \uad11\ubb3c \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ub530\ub978 \uc7ac\ud65c\uc6a9 \uc7ac\ub8cc\uc758 \ud22c\uc790 \uc218\uc775\ub960(ROI) \uc99d\ub300 \u25b2OEM(\uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0) \uae30\uc5c5\ub4e4\uc758 \uc800\ud0c4\uc18c \ubc0f \ud604\uc9c0\ud654\ub41c \uacf5\uae09\ub9dd \uad6c\ucd95 \ub178\ub825 \u25b2LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ubc30\ud130\ub9ac \ud2b9\uc815 \ub9ac\ud2ac \ud68c\uc218 \uacbd\uc81c\uc131 \u25b2AI \uae30\ubc18 \uc790\ub3d9 \ud329 \ubd84\ud574 \uae30\uc220\uc758 \ubc1c\uc804 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \u25b2\uc218\ucc98\ub9ac \uacf5\uc7a5 \uac74\uc124\uc5d0 \ud544\uc694\ud55c 2\uc5b5~4\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\ub294 \ub192\uc740 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9(CAPEX)\uacfc 7~10\ub144\uc5d0 \uc774\ub974\ub294 \uae34 \ud22c\uc790 \ud68c\uc218 \uae30\uac04 \u25b2\ube14\ub799 \ub9e4\uc2a4(Black Mass) \ud604\ubb3c \uac00\uaca9\uc758 \ub192\uc740 \ubcc0\ub3d9\uc131 \u25b2\uace0\uc804\uc555 \ubc30\ud130\ub9ac \uc218\uac70 \ubc0f \uc6b4\uc1a1 \uacfc\uc815\uc5d0\uc11c\uc758 \uc548\uc804 \ubc0f \ubb3c\ub958 \uc704\ud5d8 \u25b2\uc9c1\uc811 \uc7ac\ud65c\uc6a9(Direct Recycling) \uc9c0\uc801 \uc7ac\uc0b0\uad8c(IP)\uc744 \ub458\ub7ec\uc2fc \ubcf5\uc7a1\ud55c \ud2b9\ud5c8 \uc7a5\ubcbd \ub4f1\uc774 \uc9c0\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc7ac\ud65c\uc6a9 \uae30\uc220 \ubc0f \uc9c0\uc5ed\ubcc4 \ub3d9\ud5a5:<br \/>\n\uc7ac\ud65c\uc6a9 \uacf5\uc815\ubcc4\ub85c\ub294 \uc218\ucc98\ub9ac \uc57c\uae08(Hydrometallurgy)\uc774 64.11%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc73c\uba70, \uc9c1\uc811\/\uae30\uacc4\uc801 \uc7ac\ud65c\uc6a9(Direct\/Mechanical Recycling)\uc740 32.82%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd80\ubb38\uc785\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 35.12%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294\ub370, \uc774\ub294 \uc911\uad6d\uc758 \ud3d0\uae30 \ubc30\ud130\ub9ac \ubb3c\ub7c9 \uae09\uc99d\uacfc \ub300\uaddc\ubaa8 \ucc98\ub9ac \ub2a5\ub825\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 2\ub95c \ubc0f 3\ub95c \ucc28\ub7c9 \ubc30\ud130\ub9ac\ub294 3~5\ub144\ub9c8\ub2e4 \ud3d0\uae30\ub418\uc5b4 \uc7ac\ud65c\uc6a9\ub7c9\uc758 38.73%\ub97c \ucc28\uc9c0\ud558\uba70 35.47%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\ub294 \uc911\uc694\ud55c \ubd80\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>\uaddc\uc81c \ud658\uacbd\uc758 \uc601\ud5a5:<br \/>\nEU \ubc30\ud130\ub9ac \uaddc\uc815\uc740 2031\ub144\uae4c\uc9c0 \ucf54\ubc1c\ud2b8 65%, \ub9ac\ud2ac 6%\uc758 \uc7ac\ud65c\uc6a9 \ud568\ub7c9\uc744 \uc758\ubb34\ud654\ud558\uc5ec \uc7ac\ud65c\uc6a9 \uc7ac\ub8cc \uc218\uc694\ub97c \ubcf4\uc7a5\ud558\uace0 \ubbf8\uc900\uc218 \uc2dc \ubc8c\uae08\uc744 \ubd80\uacfc\ud568\uc73c\ub85c\uc368 \uc2dc\uc7a5\uc5d0 \uc0c1\ub2f9\ud55c \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ubcf4\uace0\uc11c\ub294 ACCUREC Recycling GmbH, American Manganese Inc. (RecycLiCo Battery Materials Inc.), Ascend Elements, Inc., Li-Cycle Holdings Corp., Redwood Materials, Inc., Umicore SA\/NV, Glencore plc, Guangdong Brunp Recycling Technology Co., Ltd., GEM Co., Ltd. \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5\uc801 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, SWOT \ubd84\uc11d, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d\uc744 \ud3ec\ud568\ud55c \uc0c1\uc138\ud55c \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub610\ud55c, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud1b5\ud574 \uacbd\uc7c1 \ud658\uacbd\uc744 \uc870\uba85\ud558\uba70, \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \ubbf8\ub798 \uc2dc\uc7a5 \uae30\ud68c\ub97c \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-29623","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\/29623"}],"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=29623"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/29623\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=29623"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=29623"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=29623"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}