{"id":30683,"date":"2026-02-08T11:39:41","date_gmt":"2026-02-08T11:39:41","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/fpso-market-mordor\/"},"modified":"2026-09-11T11:13:37","modified_gmt":"2026-09-11T02:13:37","slug":"fpso-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/fpso-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 FPSO \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\/fpso-market-1768907553364-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\/fpso-market-size-image-1769050177333.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 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/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 \ud604\ud669<\/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 \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID) \ud68c\ubcf5<\/li>\n<li class=\"toc-level-3\">4.2.2 \uace0\uac08\ub418\ub294 \uc721\uc0c1 \ub9e4\uc7a5\ub7c9\uc73c\ub85c \uc778\ud55c \ud574\uc0c1 CAPEX \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc6b4\uc601\uc0ac CAPEX\ub97c \ub0ae\ucd94\ub294 \ud134\ud0a4 \uc784\ub300 \ubaa8\ub378<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc7ac\ubc30\uce58 \uac00\ub2a5\ud55c \uc911\ud615 \uc720\ub2db\uc73c\ub85c \ud55c\uacc4 \uc720\uc804 \uac1c\ubc1c<\/li>\n<li class=\"toc-level-3\">4.2.5 Scope-1 \ubaa9\ud45c\ub97c \ucda9\uc871\ud558\ub294 CCS \uc9c0\uc6d0 FPSO \uc124\uacc4<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc88c\ucd08 \uac00\uc2a4\ub97c \uc218\uc775\ud654\ud558\ub294 \uac00\uc2a4 \uc911\uc2ec FPSO<\/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 \ub192\uc740 \ucd08\uae30 CAPEX &amp; \uae34 \ub9ac\ub4dc \ud0c0\uc784<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc720\uac00 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID) \uc704\ucd95<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc218\uba85 \uc5f0\uc7a5 \uac1c\uc870\ub97c \uc704\ud55c \ub4dc\ub77c\uc774 \ub3c4\ud06c \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.4 \ud604\uc9c0 \ucf58\ud150\uce20 \uc758\ubb34\ud654\ub85c \uc778\ud55c \ube44\uc6a9 \uc99d\uac00<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \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<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uac1c\uc870 \uc720\uc870\uc120<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc2e0\uc870 (\uc2e0\uaddc \uac74\uc870)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc120\uccb4 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc774\uc911 \uc120\uccb4<\/li>\n<li class=\"toc-level-3\">5.2.2 \ub2e8\uc77c \uc120\uccb4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd94\uc9c4 \ubc29\uc2dd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc790\ud56d\uc2dd FPSO<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc608\uc778\uc2dd FPSO<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc218\uc2ec\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc595\uc740 \uc218\uc2ec<\/li>\n<li class=\"toc-level-3\">5.4.2 \uae4a\uc740 \uc218\uc2ec<\/li>\n<li class=\"toc-level-3\">5.4.3 \ucd08\uc2ec\ud574<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc800\uc7a5 \uc6a9\ub7c9\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 1\ubc31\ub9cc \ubc30\ub7f4 \ubbf8\ub9cc<\/li>\n<li class=\"toc-level-3\">5.5.2 1\ubc31\ub9cc ~ 2\ubc31\ub9cc \ubc30\ub7f4<\/li>\n<li class=\"toc-level-3\">5.5.3 2\ubc31\ub9cc \ubc30\ub7f4 \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \ucc98\ub9ac \ub2a5\ub825\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \uc6d0\uc720 FPSO<\/li>\n<li class=\"toc-level-3\">5.6.2 \uac00\uc2a4 FPSO<\/li>\n<li class=\"toc-level-3\">5.6.3 \ud558\uc774\ube0c\ub9ac\ub4dc (\uc6d0\uc720 \ubc0f \uac00\uc2a4)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.7 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.7.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.7.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.7.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.7.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.7.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.7.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.2.3 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.7.2.4 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.7.2.5 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.7.2.6 \ub178\ub974\uc6e8\uc774<\/li>\n<li class=\"toc-level-4\">5.7.2.7 \ub124\ub35c\ub780\ub4dc<\/li>\n<li class=\"toc-level-4\">5.7.2.8 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.7.2.9 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.7.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.7.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.7.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.7.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.3.5 \ub9d0\ub808\uc774\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.7.3.6 \uc2f1\uac00\ud3ec\ub974<\/li>\n<li class=\"toc-level-4\">5.7.3.7 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.7.3.8 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.7.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.7.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.7.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.7.4.3 \ucf5c\ub86c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.7.4.4 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.7.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.7.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.7.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.7.5.3 \uce74\ud0c0\ub974<\/li>\n<li class=\"toc-level-4\">5.7.5.4 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.5.5 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.7.5.6 \uc54c\uc81c\ub9ac<\/li>\n<li class=\"toc-level-4\">5.7.5.7 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\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 (M&amp;A, \ud30c\ud2b8\ub108\uc2ed, PPA)<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d (\uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728)<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 FPSO \uacc4\uc57d\uc790<\/li>\n<li class=\"toc-level-4\">6.4.1.1 SBM Offshore N.V.<\/li>\n<li class=\"toc-level-4\">6.4.1.2 Modec Inc.<\/li>\n<li class=\"toc-level-4\">6.4.1.3 BW Offshore Ltd.<\/li>\n<li class=\"toc-level-4\">6.4.1.4 Yinson Holdings Bhd.<\/li>\n<li class=\"toc-level-4\">6.4.1.5 Bumi Armada Bhd.<\/li>\n<li class=\"toc-level-4\">6.4.1.6 Saipem SpA<\/li>\n<li class=\"toc-level-4\">6.4.1.7 Keppel Offshore &amp; Marine Ltd.<\/li>\n<li class=\"toc-level-4\">6.4.1.8 Samsung Heavy Industries Co. Ltd.<\/li>\n<li class=\"toc-level-4\">6.4.1.9 China Offshore Oil Engineering Co.<\/li>\n<li class=\"toc-level-4\">6.4.1.10 Bluewater Holding BV<\/li>\n<li class=\"toc-level-4\">6.4.1.11 Teekay Corp.<\/li>\n<li class=\"toc-level-4\">6.4.1.12 Petrofac Ltd.<\/li>\n<li class=\"toc-level-4\">6.4.1.13 MISC Berhad<\/li>\n<li class=\"toc-level-4\">6.4.1.14 COSCO Shipping Heavy Industry<\/li>\n<li class=\"toc-level-3\">6.4.2 FPSO \uc6b4\uc601\uc0ac<\/li>\n<li class=\"toc-level-4\">6.4.2.1 Petrobras<\/li>\n<li class=\"toc-level-4\">6.4.2.2 CNOOC Ltd.<\/li>\n<li class=\"toc-level-4\">6.4.2.3 TotalEnergies SE<\/li>\n<li class=\"toc-level-4\">6.4.2.4 ExxonMobil Corp.<\/li>\n<li class=\"toc-level-4\">6.4.2.5 Chevron Corp.<\/li>\n<li class=\"toc-level-4\">6.4.2.6 Shell plc<\/li>\n<li class=\"toc-level-4\">6.4.2.7 BP plc<\/li>\n<li class=\"toc-level-4\">6.4.2.8 Equinor ASA<\/li>\n<li class=\"toc-level-4\">6.4.2.9 Petronas<\/li>\n<li class=\"toc-level-4\">6.4.2.10 ADNOC<\/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>FPSO \uc2dc\uc7a5 \uac1c\uc694: \uc0b0\uc5c5 \ub3d9\ud5a5, \uaddc\ubaa8 \ubc0f 2031\ub144\uae4c\uc9c0\uc758 \ubd84\uc11d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 FPSO(\ubd80\uc720\uc2dd \uc6d0\uc720 \uc0dd\uc0b0\u00b7\uc800\uc7a5\u00b7\ud558\uc5ed \uc124\ube44) \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. FPSO \uc2dc\uc7a5\uc740 \uc720\ud615(\uac1c\uc870 \uc720\uc870\uc120 \ubc0f \uc2e0\uc870 \uc804\uc6a9\uc120), \uc120\uccb4 \uc720\ud615(\uc774\uc911 \uc120\uccb4 \ubc0f \ub2e8\uc77c \uc120\uccb4), \ucd94\uc9c4 \ubc29\uc2dd(\uc790\ud56d\uc2dd FPSO \ubc0f \uc608\uc778\uc2dd FPSO), \uc218\uc2ec(\ucc9c\ud574, \uc2ec\ud574 \ubc0f \ucd08\uc2ec\ud574), \uc800\uc7a5 \uc6a9\ub7c9(1\ubc31\ub9cc \ubc30\ub7f4 \ubbf8\ub9cc, 1\ubc31\ub9cc~2\ubc31\ub9cc \ubc30\ub7f4, 2\ubc31\ub9cc \ubc30\ub7f4 \ucd08\uacfc), \ucc98\ub9ac \ub2a5\ub825(\uc6d0\uc720 FPSO, \uac00\uc2a4 FPSO \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc) \ubc0f \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ub4f1)\ubcc4\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5\ub960:<br \/>\nFPSO \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144 90\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ucd94\uc815\ub418\uba70, 2031\ub144\uc5d0\ub294 134\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 8.26%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c, \ub0a8\uc544\uba54\ub9ac\uce74\uac00 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub192\uc740 \ud3b8\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ubd84\uc11d \uac1c\uc694:<br \/>\n\uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID) \uc99d\uac00, \uc721\uc0c1\uc5d0\uc11c \ud574\uc0c1\uc73c\ub85c\uc758 \uc790\ubcf8 \uc9c0\ucd9c \uc804\ud658, \uc784\ub300 \ubc0f \uc6b4\uc601 \uc870\ub2ec \ubc29\uc2dd\uc758 \ud655\uc0b0\uc774 FPSO \uc2dc\uc7a5\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ud0c4\uc18c \ud3ec\uc9d1 \uc900\ube44(CCS-ready) \uc0c1\ubd80 \uc124\ube44\ub294 \ucc98\ub9ac\ub7c9\uc744 \ud76c\uc0dd\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c Scope-1 \ubc30\ucd9c\ub7c9 \uc81c\ud55c\uc744 \uc900\uc218\ud558\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4. 2025\ub144 \uc218\uc775\uc758 3\ubd84\uc758 1\uc740 \ube0c\ub77c\uc9c8\uacfc \uac00\uc774\uc544\ub098\uac00 \uace0\uc6a9\ub7c9 FPSO\ub97c \uc2b9\uc778\ud55c \ub0a8\uc544\uba54\ub9ac\uce74\uc5d0\uc11c \ubc1c\uc0dd\ud588\uc73c\uba70, \ub9d0\ub808\uc774\uc2dc\uc544\uc758 \ud55c\uacc4 \uc720\uc804 \ud504\ub85c\uadf8\ub7a8\uacfc \ud638\uc8fc\uc758 \uac00\uc2a4-\ucf58\ub374\uc138\uc774\ud2b8 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ud798\uc785\uc5b4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \ubbf8\ub798 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144\uc5d0\ub294 \uac1c\uc870 \uc720\uc870\uc120\uc774 \uc218\uc694\ub97c \uc9c0\ubc30\ud588\uc9c0\ub9cc, \uc6b4\uc601\uc790\ub4e4\uc774 2,000\ud1a4 \uc774\uc0c1\uc758 \ucd08\uc2ec\ud574 \ud558\uc911\uc5d0 \uc9c1\uba74\ud558\uba74\uc11c \uc2e0\uc870 \uc804\uc6a9\uc120 \uc8fc\ubb38\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uac15\ud654\ub41c \uba54\ud0c4 \uaddc\uc81c \ud558\uc5d0 \uacfc\uac70\uc5d0 \uc18c\uac01\ub418\ub358 \uad00\ub828 \uac00\uc2a4\ub97c \uc218\uc775\ud654\ud558\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uc6d0\uc720-\uac00\uc2a4 FPSO\uac00 \uc2dc\uc7a5\uc744 \ub354\uc6b1 \ud65c\uc131\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d:<br \/>\n*   \uc720\ud615\ubcc4: 2025\ub144 FPSO \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 65.1%\ub294 \uac1c\uc870 \uc720\uc870\uc120\uc774 \ucc28\uc9c0\ud588\uc73c\uba70, \uc2e0\uc870 \uc804\uc6a9\uc120\uc740 2031\ub144\uae4c\uc9c0 9.7%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc120\uccb4 \uc720\ud615\ubcc4: 2025\ub144 FPSO \uc2dc\uc7a5 \uaddc\ubaa8\uc758 58.9%\ub294 \ub2e8\uc77c \uc120\uccb4 \uc720\ub2db\uc774 \ucc28\uc9c0\ud588\uc73c\uba70, \uc774\uc911 \uc120\uccb4 \uc124\uacc4\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\uac04 9.4% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd94\uc9c4 \ubc29\uc2dd\ubcc4: 2025\ub144 \uc218\uc775\uc758 67.5%\ub294 \uc790\ud56d\uc2dd \uc720\ub2db\uc774 \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\uac04 8.6% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc218\uc2ec\ubcc4: 2025\ub144 \uac00\uce58\uc758 52.8%\ub294 \uc2ec\ud574 \uc124\uce58\uac00 \ucc28\uc9c0\ud588\uc73c\uba70, \ucd08\uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8\ub294 9.3%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc800\uc7a5 \uc6a9\ub7c9\ubcc4: 200\ub9cc \ubc30\ub7f4 \uc774\uc0c1\uc758 FPSO\ub294 2025\ub144 \uac00\uce58\uc758 40.4%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 8.5%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucc98\ub9ac \ub2a5\ub825\ubcc4: 2025\ub144 \ucc98\ub9ac\ub7c9\uc758 74.7%\ub294 \uc6d0\uc720 \uc804\uc6a9 \uc720\ub2db\uc774 \uacf5\uae09\ud588\uc73c\uba70, \ud558\uc774\ube0c\ub9ac\ub4dc \uc6d0\uc720-\uac00\uc2a4 FPSO\ub294 2031\ub144\uae4c\uc9c0 10.2%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2025\ub144\uc5d0\ub294 \ub0a8\uc544\uba54\ub9ac\uce74\uac00 33.3%\ub85c \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 2031\ub144\uae4c\uc9c0 9.9%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c FPSO \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825:<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825:<br \/>\n*   \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID)\uc758 \ud68c\ubcf5: 2025\ub144 \ud398\ud2b8\ub85c\ube0c\ub77c\uc2a4\ub294 180\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 4\uac1c \uc2ec\ud574 FPSO\ub97c \uc2b9\uc778\ud588\uc73c\uba70, \uc5d1\uc190\ubaa8\ube4c\uc740 \uac00\uc774\uc544\ub098 \uc2a4\ud0c0\ube0c\ub8e9 \ube14\ub85d\uc5d0 25\ub9cc bpd \uaddc\ubaa8\uc758 3\uac1c \uc720\ub2db\uc744 \uc2b9\uc778\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 2020-2021\ub144\uc758 7\uac1c \uae00\ub85c\ubc8c \uacc4\uc57d\uacfc \ub300\uc870\uc801\uc785\ub2c8\ub2e4. \uc0ac\uc804 \uc124\uacc4\ub41c \uc120\uccb4 \ud504\ub85c\uadf8\ub7a8\uc740 \uc758\uc0ac \uacb0\uc815 \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uace0, \ubaa8\ub4c8\uc2dd \uc0c1\ubd80 \uc124\ube44\ub294 \ud0c4\uc18c \ud3ec\uc9d1 \uc720\ub2db \ucd94\uac00 \uacf5\uac04\uc744 \ud655\ubcf4\ud558\uc5ec \ubbf8\ub798 \uaddc\uc81c \uc900\uc218\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \ubc30\ub7f4\ub2f9 35-40\ub2ec\ub7ec\uc758 \uc190\uc775\ubd84\uae30\uc810\uc740 \uc720\uac00 \ubcc0\ub3d9\uc73c\ub85c\ubd80\ud130 \uc6b4\uc601 \uacbd\uc81c\uc131\uc744 \ubcf4\ud638\ud558\uba70, 2028\ub144\uae4c\uc9c0\uc758 \uc218\uc8fc \uc794\uace0\ub294 FPSO \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2e0\ub8b0\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4.<br \/>\n*   \uace0\uac08\ub418\ub294 \uc721\uc0c1 \ub9e4\uc7a5\ub7c9\uc73c\ub85c \uc778\ud55c \ud574\uc0c1 CAPEX \uc804\ud658: \uc131\uc219\ud55c \uc721\uc0c1 \uc720\uc804\uc758 \uc5f0\uac04 \uc0dd\uc0b0\ub7c9\uc740 6-8% \uac10\uc18c\ud558\uace0 \uc788\uc5b4, 20\ub144\uac04 \uc0dd\uc0b0\uc774 \uc9c0\uc18d\ub418\ub294 \ud574\uc0c1 \uc720\uc804\uc73c\ub85c \uc790\ubcf8\uc774 \uc774\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc6b0\ub514 \uc544\ub78c\ucf54\ub294 2023\ub144 22%\uc5d0\uc11c 2028\ub144\uae4c\uc9c0 \uc0c1\ub958 \ubd80\ubb38 \uc9c0\ucd9c\uc758 35%\ub97c \ud574\uc0c1 \uc790\uc0b0\uc5d0 \ud560\ub2f9\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4. \uc170\ube0c\ub860\uc758 \uba55\uc2dc\ucf54\ub9cc FPSO\ub294 \uc774\ubbf8 \uc804\uccb4 \uc0dd\uc0b0\ub7c9\uc758 18%\ub97c \ucc28\uc9c0\ud558\uba70 \uc774\ub7ec\ud55c \uc804\ud658\uc758 \uc601\uad6c\uc131\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ud398\ud2b8\ub85c\ub098\uc2a4\ub3c4 1\uc5b5 \ubc30\ub7f4 \ubbf8\ub9cc\uc758 \ud55c\uacc4 \uc720\uc804\uc744 \uc704\ud55c 3\uac1c\uc758 FPSO\ub97c \ubc1c\uc8fc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud134\ud0a4 \uc784\ub300 \ubaa8\ub378\uc744 \ud1b5\ud55c \uc6b4\uc601\uc790 CAPEX \uc808\uac10: 2024-2025\ub144 FPSO \uacc4\uc57d\uc758 72%\uac00 \uc784\ub300 \ubc0f \uc6b4\uc601 \uacc4\uc57d\uc774\uc5c8\uc73c\uba70, \uc774\ub294 2020-2021\ub144 58%\uc5d0\uc11c \uc99d\uac00\ud55c \uc218\uce58\uc785\ub2c8\ub2e4. \uc774 \ubaa8\ub378 \ud558\uc5d0\uc11c \uacc4\uc57d\uc790\ub294 \uac74\uc124 \uc790\uae08\uc744 \uc870\ub2ec\ud558\uace0 15-20\ub144 \ub3d9\uc548\uc758 \uc77c\uc77c \uc694\uae08\uc73c\ub85c \uc790\ubcf8\uc744 \ud68c\uc218\ud558\uc5ec \uc6b4\uc601\uc790\uc758 \ucd08\uae30 \uc9c0\ucd9c\uc744 \uc720\ub2db\ub2f9 10\uc5b5-15\uc5b5 \ub2ec\ub7ec \uc808\uac10\ud569\ub2c8\ub2e4. \uc774 \uad6c\uc870\ub294 \uc6b4\uc601 \uc704\ud5d8\uc744 \uacc4\uc57d\uc790\uc5d0\uac8c \uc804\uac00\ud558\uc5ec 95% \uc774\uc0c1\uc758 \uac00\ub3d9 \uc2dc\uac04\uc744 \uc720\uc9c0\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uba70, FPSO \uc2dc\uc7a5\uc5d0\uc11c \uc2e0\ub8b0\uc131\uacfc \uc7a5\uae30 \uc11c\ube44\uc2a4 \ud601\uc2e0\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc7ac\ubc30\uce58 \uac00\ub2a5\ud55c \uc911\ud615 \uc720\ub2db\uc744 \ud1b5\ud55c \ud55c\uacc4 \uc720\uc804 \uac1c\ubc1c: 3\ub9cc-8\ub9cc bpd\ub97c \ucc98\ub9ac\ud558\ub294 \uac1c\uc870\ub41c \uc544\ud504\ub77c\ub9c9\uc2a4 \ubc0f \uc218\uc5d0\uc988\ub9c9\uc2a4 \uc720\uc870\uc120\uc740 5\ucc9c\ub9cc-1\uc5b5 5\ucc9c\ub9cc \ubc30\ub7f4\uc758 \ub9e4\uc7a5\ub7c9\uc744 \uac00\uc9c4 \uc720\uc804\uc744 \uc7ac\ud65c\uc131\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. BW \uc624\ud504\uc1fc\uc5b4\uc758 Polvo FPSO\ub294 1\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc758 \uac1c\uc870 \ud6c4 Maromba \uc720\uc804\uc73c\ub85c \uc7ac\ubc30\uce58\ub418\uc5b4, \uc790\ubcf8 \ubd80\ub2f4\uc774 \uc801\uc740 \ubc29\uc2dd\uc73c\ub85c \uc88c\ucd08\ub420 \uc218 \uc788\uc5c8\ub358 \uc790\uc0b0\uc744 \uc218\uc775\ud654\ud558\ub294 \uae38\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ud45c\uc900\ud654\ub41c \uc0c1\ubd80 \uc124\ube44\uc640 18-24\uac1c\uc6d4\ub85c \ub2e8\ucd95\ub41c \ub4dc\ub77c\uc774 \ub3c4\ud06c \uc8fc\uae30\ub294 FPSO \uc2dc\uc7a5\uc5d0\uc11c \uc7ac\ubc30\uce58\ub97c \uc804\ub7b5\uc801 \uc218\ub2e8\uc73c\ub85c \ub9cc\ub4ed\ub2c8\ub2e4.<br \/>\n*   CCS-ready FPSO \uc124\uacc4\ub85c Scope-1 \ubaa9\ud45c \ub2ec\uc131: \ud0c4\uc18c \ud3ec\uc9d1 \uc900\ube44\uac00 \ub41c FPSO \uc124\uacc4\ub294 \uc5c4\uaca9\ud55c \ubc30\ucd9c\ub7c9 \uc81c\ud55c\uc744 \ucda9\uc871\uc2dc\ud0a4\uba74\uc11c\ub3c4 \uc0dd\uc0b0\ub7c9\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<br \/>\n*   \uac00\uc2a4 \uc911\uc2ec FPSO\ub85c \uc88c\ucd08 \uac00\uc2a4 \uc218\uc775\ud654: \uac15\ud654\ub41c \uba54\ud0c4 \uaddc\uc81c \ud558\uc5d0 \uacfc\uac70\uc5d0 \uc18c\uac01\ub418\ub358 \uad00\ub828 \uac00\uc2a4\ub97c \uc218\uc775\ud654\ud558\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uc6d0\uc720-\uac00\uc2a4 FPSO\uac00 \uc2dc\uc7a5\uc744 \ub354\uc6b1 \ud65c\uc131\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<br \/>\n*   \ub192\uc740 \ucd08\uae30 CAPEX \ubc0f \uae34 \ub9ac\ub4dc \ud0c0\uc784: \uc2e0\uc870 \uc720\ub2db\uc740 15\uc5b5-35\uc5b5 \ub2ec\ub7ec\uc640 4-5\ub144\uc758 \uc2e4\ud589 \uae30\uac04\uc774 \ud544\uc694\ud558\uc5ec \uc18c\uaddc\ubaa8 \uc6b4\uc601\uc790\uc758 \uc7ac\ubb34 \ubd80\ub2f4\uc744 \uac00\uc911\uc2dc\ud0b5\ub2c8\ub2e4. \uac1c\uc870\ub294 \ube44\uc6a9\uc744 6\uc5b5-12\uc5b5 \ub2ec\ub7ec\ub85c \uc904\uc774\uc9c0\ub9cc \uc5ec\uc804\ud788 30-36\uac1c\uc6d4\uc774 \uc18c\uc694\ub418\uc5b4 \ud504\ub85c\uc81d\ud2b8\ub97c \uc6d0\uc790\uc7ac \ubcc0\ub3d9 \ubc0f \uae08\ub9ac \uc0c1\uc2b9\uc5d0 \ub178\ucd9c\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \uc720\uac00 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c FID \uc704\ucd95: 2024-2025\ub144 \ube0c\ub80c\ud2b8\uc720\uac00 \ubc30\ub7f4\ub2f9 72-92\ub2ec\ub7ec \uc0ac\uc774\uc5d0\uc11c \ubcc0\ub3d9\ud558\uba74\uc11c \uc5ec\ub7ec \uc6b4\uc601\uc790\ub4e4\uc774 \uc720\uac00 \uc548\uc815\ud654\uae4c\uc9c0 \uacc4\uc57d\uc744 \ubcf4\ub958\ud588\uc2b5\ub2c8\ub2e4. \uc170\ube0c\ub860\uc740 Ballymore FPSO\ub97c \uc5f0\uae30\ud588\uace0, \uc258\uc740 \ube0c\ub80c\ud2b8\uc720\uac00 75\ub2ec\ub7ec \uc544\ub798\ub85c \ub5a8\uc5b4\uc9c0\uc790 Pierce \uc7ac\uac1c\ubc1c\uc744 \uc911\ub2e8\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc218\uba85 \uc5f0\uc7a5 \uac1c\uc870\ub97c \uc704\ud55c \ub4dc\ub77c\uc774 \ub3c4\ud06c \ubd80\uc871: \uc2f1\uac00\ud3ec\ub974, UAE, \ube0c\ub77c\uc9c8 \ub4f1 \uc8fc\uc694 \uc9c0\uc5ed\uc5d0\uc11c \ub4dc\ub77c\uc774 \ub3c4\ud06c\uc758 \uac00\uc6a9\uc131 \ubd80\uc871\uc740 \uac1c\uc870 \ud504\ub85c\uc81d\ud2b8\uc758 \uc9c0\uc5f0\uc744 \ucd08\ub798\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud604\uc9c0 \ucf58\ud150\uce20 \uc758\ubb34\ud654\ub85c \uc778\ud55c \ube44\uc6a9 \uc99d\uac00: \ube0c\ub77c\uc9c8, \ub098\uc774\uc9c0\ub9ac\uc544, \ub9d0\ub808\uc774\uc2dc\uc544 \ub4f1 \uc77c\ubd80 \uad6d\uac00\uc758 \ud604\uc9c0 \ucf58\ud150\uce20 \uc758\ubb34\ud654 \uc815\ucc45\uc740 \uac74\uc124 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d:<\/p>\n<p>*   \uc720\ud615\ubcc4: \uac1c\uc870 \uc720\uc870\uc120\uc774 \ub2e8\uae30 \uacc4\uc57d\uc744 \uc120\ud638: \uac1c\uc870 \uc720\uc870\uc120\uc740 30-40%\uc758 CAPEX \uc808\uac10\uacfc 12-18\uac1c\uc6d4\uc758 \ub9ac\ub4dc \ud0c0\uc784 \uc774\uc810\uc73c\ub85c 2025\ub144 FPSO \uc2dc\uc7a5 \uc218\uc775\uc758 65.1%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ub2e8\uc77c \uc120\uccb4 \ud3d0\uc120 \uac00\uc18d\ud654\ub85c \uc778\ud55c VLCC \uacf5\uae09 \uac10\uc18c\ub294 \ud5a5\ud6c4 \uac1c\uc870\ub97c \uc81c\ud55c\ud558\uc9c0\ub9cc, \uae30\uc874 \uc720\ub2db\uc758 \uc7ac\ubc30\uce58\ub294 \ub2e8\uae30 \uc218\uc694\ub97c \ud65c\ubc1c\ud558\uac8c \uc720\uc9c0\ud569\ub2c8\ub2e4. 9.7%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \ud655\ub300\ub418\ub294 \uc2e0\uc870 \uc120\uccb4\ub294 \uac1c\uc870\ub85c\ub294 \uacbd\uc81c\uc801\uc73c\ub85c \ucda9\uc871\ud560 \uc218 \uc5c6\ub294 2,000\ud1a4 \uc774\uc0c1\uc758 \ucd08\uc2ec\ud574 \uad6c\uc870 \ud558\uc911\uc744 \uac10\ub2f9\ud569\ub2c8\ub2e4. SBM Offshore\uc758 Fast4Ward\uc640 \uac19\uc740 \ud558\uc774\ube0c\ub9ac\ub4dc \uc811\uadfc \ubc29\uc2dd\uc740 \uc2e0\uc870\uc758 \ubb34\uacb0\uc131\uacfc \uac1c\uc870\uc758 \uc18d\ub3c4\ub97c \uacb0\ud569\ud558\uc5ec FPSO \uc2dc\uc7a5\uc758 \uae30\uc220\uc801 \ubaa8\uba58\ud140\uc744 \uc720\uc9c0\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   \uc120\uccb4 \uc720\ud615\ubcc4: \uc548\uc804 \uaddc\uc81c\ub85c \uc778\ud55c \uc774\uc911 \uc120\uccb4 \uc99d\uac00: \ub2e8\uc77c \uc120\uccb4 \uc720\ub2db\uc774 \uc5ec\uc804\ud788 \uc124\uce58\ub41c \uc120\ub2e8\uc758 58.9%\ub97c \ucc28\uc9c0\ud558\uc9c0\ub9cc, \uc774\uc911 \uc120\uccb4 FPSO\ub294 IMO \ubc0f \ubd81\ud574 \uaddc\uc81c\uc5d0 \ub530\ub77c \uc5f0\uac04 9.4% \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc258\uc758 Penguins \uc7ac\uac1c\ubc1c\uc740 12%\uc758 \ud504\ub9ac\ubbf8\uc5c4\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc774\uc911 \uc120\uccb4\ub97c \uc120\ud0dd\ud588\uc73c\uba70, \uc774\ub294 \ubcf4\ud5d8\ub8cc \uc808\uac10\uacfc \ud658\uacbd \ucc45\uc784 \uac10\uc18c\ub97c \uc774\uc720\ub85c \ub4e4\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\uc911 \uc120\uccb4 \uacf5\uadf9\uc740 \ub610\ud55c \uc5f0\uac04 \uc57d 10\uc77c\uc758 \uae30\uc0c1 \uc545\ud654\ub85c \uc778\ud55c \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04\uc744 \uc904\uc774\ub294 \ubc38\ub7ec\uc2a4\ud2b8 \uc2dc\uc2a4\ud15c\uc744 \uc218\uc6a9\ud558\uc5ec \uc784\ub300 \ubc0f \uc6b4\uc601 \uacc4\uc57d\uc790\uc5d0\uac8c \ub9e4\ub825\uc801\uc778 \uc6b4\uc601 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd94\uc9c4 \ubc29\uc2dd\ubcc4: \uc790\ud56d\uc2dd\uc774 \uc7ac\ubc30\uce58 \uc218\uc694\ub97c \uc9c0\ubc30: \uc790\ud56d\uc2dd FPSO\ub294 2025\ub144 \uc218\uc775\uc758 67.5%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud5c8\ub9ac\ucf00\uc778 \uc2dc \uc608\uc778\uc120 \uc9c0\uc6d0 \uc5c6\uc774 \uc790\uc728\uc801\uc73c\ub85c \ubd84\ub9ac \ubc0f \ud56d\ud574\ud560 \uc218 \uc788\ub294 \ub2a5\ub825\uc73c\ub85c \uc778\ud574 \uc5f0\uac04 8.6% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc170\ube0c\ub860\uc758 Jack\/St. Malo\ub294 2024\ub144 \ud5c8\ub9ac\ucf00\uc778 Beryl \uc774\uc804\uc5d0 \uc7ac\ubc30\uce58\ub418\uc5b4 4\uc5b5 \ub2ec\ub7ec\uc758 \ud53c\ud574 \uc704\ud5d8\uc744 \ud53c\ud588\uc2b5\ub2c8\ub2e4. \uc608\uc778\uc2dd FPSO\ub294 \uc628\ud654\ud55c \ud574\uc5ed\uc5d0\uc11c \uc720\ud6a8\ud558\uba70 \ucc98\ub9ac \ubaa8\ub4c8\uc744 \uc704\ud55c \uc0c1\ubd80 \uacf5\uac04\uc744 \ud655\ubcf4\ud558\uace0 \uac74\uc124 \ube44\uc6a9\uc744 \ub0ae\ucd94\uc9c0\ub9cc, \uc7ac\ubc30\uce58\ub97c \uc704\ud574 \uc77c\uc77c 15\ub9cc-25\ub9cc \ub2ec\ub7ec\uc758 \ube44\uc6a9\uc774 \ub4dc\ub294 \uc81c3\uc790 \uc608\uc778\uc120\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4.<br \/>\n*   \uc218\uc2ec\ubcc4: \ucd08\uc2ec\ud574 \uae30\uc220\uc774 \ub9e4\uc7a5\ub7c9 \ud655\ubcf4: \uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8(1,500-3,000m)\ub294 2025\ub144 \uac00\uce58\uc758 52.8%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 3,000m \ubbf8\ub9cc\uc758 \ucd08\uc2ec\ud574 \uc720\ub2db\uc740 \uc5f0\uac04 9.3% \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uccb4\uc778\ubcf4\ub2e4 40% \uac00\ubcbc\uc6b4 \ud3f4\ub9ac\uc5d0\uc2a4\ud130 \uacc4\ub958 \ub77c\uc778\uacfc \ud2f0\ud0c0\ub284 \uc751\ub825 \uc870\uc778\ud2b8\ub294 \ub77c\uc774\uc800 \ud53c\ub85c \uc218\uba85\uc744 25\ub144\uc73c\ub85c \uc5f0\uc7a5\ud558\uc5ec \ube0c\ub77c\uc9c8\uacfc \uba55\uc2dc\ucf54\ub9cc\uc758 \uace0\uc555 \uc720\uc804\uc744 \uac1c\ubc1c\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4. \uc804 \uc138\uacc4\uc801\uc73c\ub85c 3,000\ud1a4 \ud130\ub9bf\uc744 \ub4e4\uc5b4 \uc62c\ub9b4 \uc218 \uc788\ub294 \uc120\ubc15\uc740 18\ucc99\uc5d0 \ubd88\uacfc\ud558\uc5ec \uc124\uce58 \ubcd1\ubaa9 \ud604\uc0c1\uc774 \uc874\uc7ac\ud558\uba70, \uc774\ub294 \uc77c\uc815\uc5d0 6-9\uac1c\uc6d4\uc744 \ucd94\uac00\ud569\ub2c8\ub2e4.<br \/>\n*   \uc800\uc7a5 \uc6a9\ub7c9\ubcc4: \ub300\uaddc\ubaa8 \ud504\ub85c\uc81d\ud2b8\uac00 \ub300\ud615 \ud0f1\ud06c\ub97c \uc8fc\ub3c4: 200\ub9cc \ubc30\ub7f4 \uc774\uc0c1\uc744 \uc800\uc7a5\ud558\ub294 FPSO\ub294 2025\ub144 \uc218\uc775\uc758 40.4%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ube0c\ub77c\uc9c8\uc758 B\u00fazios \ubc0f Mero \uc720\uc804\uc774 7-10\uc77c\uc758 \ud558\uc5ed \uc8fc\uae30\ub97c \ubca4\uce58\ub9c8\ud0b9\ud558\uba74\uc11c 8.5% \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\ud615 \ud0f1\ud06c\ub294 \ubc30\ub7f4\ub2f9 \uc154\ud2c0 \ube44\uc6a9\uc744 \uc57d 15-20% \uc808\uac10\ud558\uace0 \uac70\uce5c \ud574\uc5ed\uc5d0\uc11c\uc758 \uac00\ub3d9 \uc2dc\uac04\uc744 \uac1c\uc120\ud569\ub2c8\ub2e4. \uac00\uc5f4 \ucf54\uc77c \uc2dc\uc2a4\ud15c\uacfc \uac19\uc740 \ubc1c\uc804\uc740 \uc6d0\uc720\ub97c \uc641\uc2a4 \uce68\uc804 \uc628\ub3c4 \uc774\uc0c1\uc73c\ub85c \uc720\uc9c0\ud558\uc5ec \uc548\uc815\uc801\uc778 \ud558\uc5ed\uc744 \uc9c0\uc6d0\ud558\uace0 FPSO \uc2dc\uc7a5\uc758 \ud6a8\uc728\uc131 \ucd94\uc138\ub97c \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \ucc98\ub9ac \ub2a5\ub825\ubcc4: \ud558\uc774\ube0c\ub9ac\ub4dc \uc720\ub2db\uc774 \uac00\uc2a4 \uac00\uce58 \ud3ec\ucc29: \uc6d0\uc720 \uc804\uc6a9 \ud50c\ub7ab\ud3fc\uc740 2025\ub144 \ucc98\ub9ac\ub7c9\uc758 74.7%\ub97c \uc81c\uacf5\ud588\uc9c0\ub9cc, \ud50c\ub808\uc5b4 \ud398\ub110\ud2f0\uac00 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \ud558\uc774\ube0c\ub9ac\ub4dc \uc6d0\uc720-\uac00\uc2a4 FPSO\ub294 \uc5f0\uac04 10.2% \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 \ub9d0 \uac00\ub3d9 \uc608\uc815\uc778 BP\uc758 Greater Tortue Ahmeyim\uc740 \uc5f0\uac04 230\ub9cc \ud1a4\uc758 LNG\uc640 4\ub9cc bpd\uc758 \ucf58\ub374\uc138\uc774\ud2b8\ub97c \ucc98\ub9ac\ud558\uae30 \uc704\ud55c \uc774\uc911 \uc561\ud654 \ud2b8\ub808\uc778\uc744 \ud1b5\ud569\ud569\ub2c8\ub2e4. \uac00\uc2a4 \ubaa8\ub4c8\uc740 CAPEX\uc5d0 4\uc5b5-6\uc5b5 \ub2ec\ub7ec\ub97c \ucd94\uac00\ud558\uc9c0\ub9cc, LNG \uac00\uaca9\uc774 \ubc31\ub9cc BTU\ub2f9 8\ub2ec\ub7ec\ub97c \ucd08\uacfc\ud560 \uacbd\uc6b0 15% \uc774\uc0c1\uc758 \ub0b4\ubd80 \uc218\uc775\ub960(IRR)\uc744 \uc0b0\ucd9c\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d:<\/p>\n<p>*   \ub0a8\uc544\uba54\ub9ac\uce74: 2025\ub144 FPSO \uc2dc\uc7a5 \uc218\uc775\uc758 33.3%\ub97c \ucc3d\ucd9c\ud588\uc73c\uba70, \ube0c\ub77c\uc9c8\uc758 18\uac1c \ud65c\uc131 \uc720\ub2db\uc774 \ubc30\ub7f4\ub2f9 35-40\ub2ec\ub7ec\uc758 \uc190\uc775\ubd84\uae30\uc810\uc73c\ub85c 210\ub9cc bpd\ub97c \uc0dd\uc0b0\ud558\uba70 \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \uac00\uc774\uc544\ub098\ub294 2024-2025\ub144 \uc0ac\uc774\uc5d0 3\uac1c\uc758 FPSO\ub97c \ucd94\uac00\ud588\uc73c\uba70 2027\ub144\uae4c\uc9c0 80\ub9cc bpd\ub97c \ubaa9\ud45c\ub85c \ud558\uc5ec \uc9c0\uc5ed \uc21c\uc704\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2031\ub144\uae4c\uc9c0 \uc5f0\uac04 9.9% \uc131\uc7a5\ud558\uba70 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \ud398\ud2b8\ub85c\ub098\uc2a4\ub294 1\uc5b5 5\ucc9c\ub9cc \ubc30\ub7f4 \ubbf8\ub9cc\uc758 \ub9e4\uc7a5\ub7c9\uc744 \uac00\uc9c4 Lang Lebah, Limbayong, Jerun \ud504\ub85c\uc81d\ud2b8\ub97c \uc7ac\ubc30\uce58 \uac00\ub2a5\ud55c \uc720\ub2db\uc73c\ub85c \uc11c\ube44\uc2a4\ud558\uae30 \uc704\ud574 \uacc4\uc57d\ud588\uc2b5\ub2c8\ub2e4. \ud638\uc8fc\uc758 Barossa FPSO\ub294 \uc0ac\uc774\ud074\ub860 \ubc29\uc9c0 \ubd84\ub9ac\ud615 \ud130\ub9bf\uc744 \ucd94\uac00\ud588\uc73c\uba70, \uc778\ub3c4\ub294 \ubb44\ubc14\uc774 \ud558\uc774\uc5d0\uc11c \uccab \uc2ec\ud574 \uc720\ub2db\uc744 \uac00\ub3d9\ud558\uc5ec \ub2e4\uac01\ud654\ub97c \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: 2025\ub144 \uac00\uce58\uc758 22%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. ADNOC\uc758 28\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc0ac\uc6cc \uac00\uc2a4 FPSO\ub294 \uc5f0\uac04 230\ub9cc \ud1a4\uc758 CO\u2082\ub97c \uaca9\ub9ac\ud558\uae30 \uc704\ud55c \uc0b0\uc131 \uac00\uc2a4 \uc8fc\uc785\uc744 \ud1b5\ud569\ud558\uc5ec UAE\uc758 \ub137\uc81c\ub85c \ud504\ub85c\uadf8\ub7a8\uacfc \uc5f0\uacc4\ub429\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8 \ubc0f \uc720\ub7fd: \uba55\uc2dc\ucf54\ub9cc\uacfc \ub178\ub974\uc6e8\uc774 \ubd81\ud574 \uc6b4\uc601\uc790\ub4e4\uc774 \uc5c4\uaca9\ud55c \ud658\uacbd \ud504\ub808\uc784\uc6cc\ud06c \ud558\uc5d0 \ud0c4\uc18c \ud3ec\uc9d1 \uc900\ube44 \uc0ac\uc591\uc73c\ub85c \uc804\ud658\ud558\uba74\uc11c \uc218\uc775\uc758 18%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\nSBM Offshore, MODEC, BW Offshore, Yinson, Bumi Armada \ub4f1 \uc0c1\uc704 \uacc4\uc57d\uc790\ub4e4\uc740 2025\ub144 \uc911\ubc18 \uae30\uc900 480\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uae00\ub85c\ubc8c \uc218\uc8fc \uc794\uace0\uc758 \uc57d 60%\ub97c \ud1b5\uc81c\ud558\uba70 FPSO \uc2dc\uc7a5\uc758 \uc801\ub2f9\ud55c \uc9d1\uc911\ub3c4\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. SBM\uc758 Fast4Ward\ub294 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1\ubd80\ud130 \ucd9c\ud56d\uae4c\uc9c0\uc758 \uc2dc\uac04\uc744 38\uac1c\uc6d4\ub85c \ub2e8\ucd95\ud558\uc5ec 2022\ub144 \uc774\ud6c4 8\uac74\uc758 \uacc4\uc57d\uc744 \uc218\uc8fc\ud588\uc2b5\ub2c8\ub2e4. MODEC\uc758 \ub0b4\ubd80 \ud130\ub9bf \uae30\uc220\uc740 \ud5c8\ub9ac\ucf00\uc778 \uc9c0\uc5ed\uc5d0\uc11c \uc911\uc694\ud55c \ubd84\ub9ac \uc2dc\uac04\uc744 6\uc2dc\uac04\uc73c\ub85c \ub2e8\ucd95\ud569\ub2c8\ub2e4. \uc911\uad6d \uc870\uc120\uc18c(COOEC, COSCO, Dalian)\ub294 \uac1c\uc870 \ubd84\uc57c\uc5d0\uc11c \uc11c\uad6c \uacbd\uc7c1\uc0ac\ubcf4\ub2e4 15-20% \ub0ae\uc740 \uac00\uaca9\uc744 \uc81c\uc2dc\ud558\uc9c0\ub9cc, \uace0\uae09 \ud130\ub9bf \ub610\ub294 CCS \ubaa8\ub4c8\uc774 \ud544\uc694\ud55c \uacbd\uc6b0 \ucc44\ud0dd\uc5d0 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud601\uc2e0\uc740 \ud0c4\uc18c \ud3ec\uc9d1 \uac1c\uc870 \ubc0f \ub514\uc9c0\ud138 \ud2b8\uc708 \uc720\uc9c0\ubcf4\uc218\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. Equinor\ub294 2030\ub144 \ubc30\ucd9c\ub7c9 \ub9c8\uac10 \uae30\ud55c\uc774 \ub2e4\uac00\uc634\uc5d0 \ub530\ub77c 30\uc5b5-50\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uac1c\uc870 \uc2dc\uc7a5\uc744 \uc608\uc0c1\ud569\ub2c8\ub2e4. Seatrium\uc740 \ub514\uc9c0\ud138 \ud2b8\uc708\uc744 \ud65c\uc6a9\ud558\uc5ec \uc131\ub2a5 \uae30\ubc18 \uc784\ub300 \uacc4\uc57d \ud558\uc5d0 \uc608\uc0c1\uce58 \ubabb\ud55c \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04\uc744 18% \ub2e8\ucd95\ud569\ub2c8\ub2e4. \uc784\ub300 \ubc0f \uc6b4\uc601 \uc870\ub2ec \ubc29\uc2dd\uc740 \uc774\uc81c \uacc4\uc57d\uc758 72%\ub97c \ub4b7\ubc1b\uce68\ud558\uba70, \uacbd\uc7c1\uc758 \ucd95\uc744 CAPEX \ube44\uc6a9\uc5d0\uc11c \uc6b4\uc601 \uc6b0\uc218\uc131 \ubc0f \uc790\uae08 \uc870\ub2ec \ub2a5\ub825\uc73c\ub85c \uc804\ud658\ud558\uc5ec \uac15\ub825\ud55c \uc7ac\ubb34 \uc0c1\ud0dc\uc640 \ud655\ub9bd\ub41c \uac00\ub3d9 \uc2dc\uac04 \uae30\ub85d\uc744 \uac00\uc9c4 \uacc4\uc57d\uc790\uc5d0\uac8c \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 FPSO \uc0b0\uc5c5 \ub9ac\ub354:<br \/>\n*   SBM Offshore N.V.<br \/>\n*   Modec Inc.<br \/>\n*   BW Offshore Ltd.<br \/>\n*   Yinson Holdings Bhd.<br \/>\n*   Bumi Armada Bhd.<br \/>\n(\uc8fc: \uc8fc\uc694 \uae30\uc5c5\uc740 \uc21c\uc11c\uc640 \ubb34\uad00\ud558\uac8c \ub098\uc5f4\ub428)<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<br \/>\n*   2025\ub144 10\uc6d4: BW Energy\ub294 \uc774\uc804 FPSO Polvo\ub97c BW Maromba\ub85c \uac1c\uba85\ud558\uace0 \ube0c\ub77c\uc9c8 Maromba \uc720\uc804 \ubc30\uce58\ub97c \uc704\ud574 \uc911\uad6d\uc5d0\uc11c \uac1c\uc870 \uc911\uc785\ub2c8\ub2e4. \uc774 \uac1c\uc870\ub41c FPSO\ub294 \uc6d0\uc720 \ucc98\ub9ac \ubc0f \ud558\uc5ed\uc744 \uc704\ud574 \uc124\uacc4\ub418\uc5c8\uc73c\uba70, 1\uc5b5 2\ucc9c\ub9cc \ubc30\ub7f4 \uc774\uc0c1\uc758 \uc6d0\uc720\uc5d0 \uc811\uadfc\ud558\uae30 \uc704\ud55c \ud575\uc2ec \uad6c\uc131 \uc694\uc18c\ub85c, Campos \ubd84\uc9c0\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \uac15\ud654 \ubc0f \uac1c\ubc1c\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<br \/>\n*   2025\ub144 9\uc6d4: \ud638\uc8fc \ubd81\ubd80 Santos\uc758 Barossa LNG \ud574\uc0c1 \uac1c\ubc1c\uc758 \ud575\uc2ec \uad6c\uc131 \uc694\uc18c\uc778 BW Opal FPSO\uac00 \uccab \uac00\uc2a4 \uc218\ub839\uacfc \ud568\uaed8 \uc0dd\uc0b0 \uc791\uc5c5\uc744 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ubd80\uc720\uc2dd \uc0dd\uc0b0, \uc800\uc7a5 \ubc0f \ud558\uc5ed \uc120\ubc15\uc740 \ud558\ub8e8 \ucd5c\ub300 8\uc5b5 5\ucc9c\ub9cc \ud45c\uc900 \uc785\ubc29\ud53c\ud2b8\uc758 \uac00\uc2a4\ub97c \ucc98\ub9ac\ud560 \uc218 \uc788\uc73c\uba70, \ud504\ub85c\uc81d\ud2b8\uac00 \uc644\uc804 \uac00\ub3d9 \ubc0f LNG \uc218\ucd9c\ub85c \ub098\uc544\uac00\uba74\uc11c \ucf58\ub374\uc138\uc774\ud2b8\ub97c \uad00\ub9ac\ud569\ub2c8\ub2e4.<br \/>\n*   2025\ub144 8\uc6d4: Yinson Holdings\uc758 \uac00\uc7a5 \ud070 FPSO\uc778 Agogo FPSO\uac00 \uc559\uace8\ub77c \ud574\uc548\uc5d0\uc11c Azule Energy\uc640\uc758 15\ub144 \uc6a9\uc120 \uacc4\uc57d\uc5d0 \ub530\ub77c \uc6b4\uc601\uc744 \uc2dc\uc791\ud588\uc73c\uba70, \uacc4\uc57d \uac00\uce58\ub294 50\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud569\ub2c8\ub2e4. \uc774 \uc120\ubc15\uc740 \uc608\uc815\ubcf4\ub2e4 \uc77c\ucc0d \uccab \uc6d0\uc720\ub97c \uc0dd\uc0b0\ud588\uc73c\uba70, \ud0c4\uc18c \ud3ec\uc9d1\uc744 \ud3ec\ud568\ud55c \ubc30\ucd9c\ub7c9 \uc800\uac10 \uae30\uc220\uc744 \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: SBM Offshore\ub294 \ubbf8\ub798 FPSO \uc120\ubc15\uc6a9 \ud0c4\uc18c \ud3ec\uc9d1 \ubaa8\ub4c8\uc744 \ud3c9\uac00\ud558\uae30 \uc704\ud574 Petrobras\uc640 \uc5f0\uad6c \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc5f0\uad6c\ub294 Mitsubishi Heavy Industries\uc758 CO\u2082 \ud3ec\uc9d1 \uae30\uc220\uacfc SBM\uc758 Fast4ward\u00ae \uc124\uacc4\ub97c \ud1b5\ud569\ud569\ub2c8\ub2e4. \uc774\ub294 Petrobras \uc720\uc804\uc5d0 \ubc30\uce58\ub420 \ub2e4\uc591\ud55c \uad6c\uc131\uc744 \ud3c9\uac00\ud558\uace0 FPSO \uac00\uc2a4 \ud130\ube48\uc758 \ubc30\ucd9c\ub7c9\uc744 \ub0ae\ucd94\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<\/p>\n<p>FPSO(\ubd80\uc720\uc2dd \uc6d0\uc720 \uc0dd\uc0b0\u00b7\uc800\uc7a5\u00b7\ud558\uc5ed \uc124\ube44)\ub294 \ud574\uc591 \uc720\uc804 \ubc0f \uac00\uc2a4\uc804\uc5d0\uc11c \ud0c4\ud654\uc218\uc18c\ub97c \uc0dd\uc0b0, \ucc98\ub9ac, \uc800\uc7a5 \ubc0f \ud558\uc5ed\ud558\ub294 \ub370 \uc0ac\uc6a9\ub418\ub294 \ud574\uc591 \uc120\ubc15\uc73c\ub85c, \uace0\uc815\uc2dd \uc0dd\uc0b0 \ud50c\ub7ab\ud3fc \uac74\uc124\uc774 \ube44\uc2e4\uc6a9\uc801\uc774\uac70\ub098 \uacbd\uc81c\uc131\uc774 \ub0ae\uc740 \ud574\uc591 \uc720\uc804\uc5d0 \uc8fc\ub85c \ubc30\uce58\ub429\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 FPSO \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>FPSO \uc2dc\uc7a5\uc740 2026\ub144 90\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 8.26%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 134\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \ub9d0\ub808\uc774\uc2dc\uc544\uc758 \ud55c\uacc4 \uc720\uc804 \uac1c\ubc1c\uacfc \ud638\uc8fc\uc758 \uac00\uc2a4-\ucf58\ub374\uc138\uc774\ud2b8 \uac1c\ubc1c\uc5d0 \ud798\uc785\uc5b4 9.9%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \ubcf4\uc774\uba70 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8\uc758 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID) \uc99d\uac00, \uace0\uac08\ub418\ub294 \uc721\uc0c1 \ub9e4\uc7a5\ub7c9\uc73c\ub85c \uc778\ud55c \ud574\uc591 \uc790\ubcf8 \uc9c0\ucd9c(CAPEX) \uc804\ud658, \uc6b4\uc601\uc0ac CAPEX\ub97c \ub0ae\ucd94\ub294 \ud134\ud0a4 \uc784\ub300 \ubaa8\ub378\uc758 \ud655\uc0b0, \uc7ac\ubc30\uce58 \uac00\ub2a5\ud55c \uc911\ud615 \uc720\ub2db\uc744 \ud1b5\ud55c \ud55c\uacc4 \uc720\uc804 \uac1c\ubc1c, Scope-1 \ubaa9\ud45c\ub97c \ucda9\uc871\ud558\ub294 CCS(\ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5) \uc900\ube44 FPSO \uc124\uacc4, \uadf8\ub9ac\uace0 \uc88c\ucd08 \uac00\uc2a4(stranded gas)\ub97c \uc218\uc775\ud654\ud558\ub294 \uac00\uc2a4 \uc911\uc2ec FPSO\uc758 \ubd80\uc0c1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ub192\uc740 \ucd08\uae30 CAPEX \ubc0f \uae34 \ub9ac\ub4dc \ud0c0\uc784, \uc720\uac00 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c FID \uc704\ucd95, \uc218\uba85 \uc5f0\uc7a5 \uac1c\uc870\ub97c \uc704\ud55c \ub4dc\ub77c\uc774 \ub3c4\ud06c \ubd80\uc871, \ud604\uc9c0 \ucf58\ud150\uce20 \uc758\ubb34\ud654\ub85c \uc778\ud55c \ube44\uc6a9 \uc99d\uac00 \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \uc720\ud615(\uac1c\uc870 \ud0f1\ucee4, \uc2e0\uc870\uc120), \uc120\uccb4 \uc720\ud615(\uc774\uc911 \uc120\uccb4, \ub2e8\uc77c \uc120\uccb4), \ucd94\uc9c4 \ubc29\uc2dd(\uc790\ud56d\uc2dd, \uc608\uc778\uc2dd), \uc218\uc2ec(\ucc9c\ud574, \uc2ec\ud574, \ucd08\uc2ec\ud574), \uc800\uc7a5 \uc6a9\ub7c9(1\ubc31\ub9cc \ubc30\ub7f4 \ubbf8\ub9cc, 1~2\ubc31\ub9cc \ubc30\ub7f4, 2\ubc31\ub9cc \ubc30\ub7f4 \ucd08\uacfc), \ucc98\ub9ac \ub2a5\ub825(\uc6d0\uc720 FPSO, \uac00\uc2a4 FPSO, \ud558\uc774\ube0c\ub9ac\ub4dc) \ubc0f \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc784\ub300 \ubc0f \uc6b4\uc601 \uacc4\uc57d\uc774 \ub2e8\uc704\ub2f9 10\uc5b5~15\uc5b5 \ub2ec\ub7ec\uc758 \ucd08\uae30 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 95% \uc774\uc0c1\uc758 \uac00\ub3d9 \uc2dc\uac04\uc744 \ubcf4\uc7a5\ud558\ub294 \uacc4\uc57d\uc790\uc5d0\uac8c \uc2e0\ub8b0\uc131 \uc704\ud5d8\uc744 \uc804\uac00\ud558\uc5ec \uc778\uae30\ub97c \uc5bb\uace0 \uc788\uc74c\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \ub610\ud55c, \ud658\uacbd \uaddc\uc81c \ubc0f \ub2e8\uc77c \uc120\uccb4 \uc720\ub2db\uc5d0 \ub300\ud55c \ubcf4\ud5d8 \ud560\uc99d\ub8cc\ub85c \uc778\ud574 \uc774\uc911 \uc120\uccb4 FPSO \uc124\uacc4\uac00 \ub354 \uc548\uc804\ud558\uace0 \ube44\uc6a9 \ud6a8\uc728\uc801\uc774\ub77c\ub294 \uc810\uc744 \uc9c0\uc801\ud569\ub2c8\ub2e4. \ud558\uc774\ube0c\ub9ac\ub4dc \uc6d0\uc720 \ubc0f \uac00\uc2a4 FPSO\ub294 \uad00\ub828 \uac00\uc2a4\ub97c LNG\ub85c \ucc98\ub9ac\ud558\uc5ec \ucd94\uac00 \uc218\uc775\uc6d0\uc744 \ucc3d\ucd9c\ud558\uace0 \uc5c4\uaca9\ud55c \ud50c\ub808\uc5b4\ub9c1(flaring) \ubc8c\uce59\uc744 \uc900\uc218\ud568\uc73c\ub85c\uc368 15% \uc774\uc0c1\uc758 \ub0b4\ubd80 \uc218\uc775\ub960(IRR)\uc744 \ub2ec\uc131\ud558\uba70 \uac00\uce58\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\ub294 \uc8fc\uc694 FPSO \uacc4\uc57d\uc5c5\uccb4(SBM Offshore, Modec, BW Offshore \ub4f1) \ubc0f \uc6b4\uc601\uc5c5\uccb4(Petrobras, CNOOC, TotalEnergies \ub4f1)\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784(M&#038;A, \ud30c\ud2b8\ub108\uc2ed), \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uae30\uc5c5 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ud3c9\uac00\ub97c \uc81c\uacf5\ud558\uba70, FPSO \uc2dc\uc7a5\uc758 \ud604\uc7ac \uc0c1\ud0dc\uc640 \ud5a5\ud6c4 \ubc1c\uc804 \ubc29\ud5a5\uc5d0 \ub300\ud55c \uc911\uc694\ud55c \ud1b5\ucc30\ub825\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-30683","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\/30683"}],"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=30683"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/30683\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=30683"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=30683"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=30683"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}