{"id":31718,"date":"2026-02-08T21:49:26","date_gmt":"2026-02-08T21:49:26","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/lithium-ion-battery-market-mordor\/"},"modified":"2026-10-09T00:32:38","modified_gmt":"2026-10-08T15:32:38","slug":"lithium-ion-battery-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/lithium-ion-battery-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/lithium-ion-battery-market-1749121178192-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\/lithium-ion-battery-market-size-image-1768415941576.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 \uc7a5\uac70\ub9ac EV \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uace0\uc5d0\ub108\uc9c0 \ubc00\ub3c4 \ubc30\ud130\ub9ac \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc911\uad6d\uc758 \uc0b0\uc5c5 \uc815\ucc45(&#8220;\uc911\uad6d \uc81c\uc870 2025&#8221;)\uc774 \uad6d\ub0b4 \ub9ac\ud2ac \uc774\uc628 \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124 \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 \ubbf8\uad6d\uc5d0\uc11c \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \ubc30\ud130\ub9ac \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc870\ub2ec\uc758 \uc2e0\uc18d\ud55c \ud655\ub300<\/li>\n<li class=\"toc-level-3\">4.2.4 \ubd81\uc720\ub7fd \uad6d\uac00\uc5d0\uc11c VRLA\uc5d0\uc11c \ub9ac\ud2ac \uc774\uc628\uc73c\ub85c\uc758 \uace0\uc815\ud615 \ub370\uc774\ud130 \uc13c\ud130 \ubc31\uc5c5 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.5 \ud574\uc591 IMO GHG \ubaa9\ud45c\uac00 \uc720\ub7fd\uc5d0\uc11c \ud574\uc591 \ub4f1\uae09 \ub9ac\ud2ac \uc774\uc628 \ucc44\ud0dd\uc744 \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc778\ub3c4\uc5d0\uc11c \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \ubcf4\uae09\ud615 EV\ub97c \uc704\ud55c LFP \ud654\ud559\uc73c\ub85c\uc758 OEM \uc804\ud658<\/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 \uc911\uad6d \ud658\uacbd \uaddc\uc81c\ub85c \uc778\ud55c \ud751\uc5f0 \uc74c\uadf9 \uacf5\uae09 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc6b0\ud06c\ub77c\uc774\ub098 \ubd84\uc7c1 \uc774\ud6c4 \uace0\uc804\uc555 \uc804\ud574\uc561 \ucca8\uac00\uc81c \ube44\uc6a9 \uc778\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.3 \ud575\uc2ec \uad11\ubb3c\uc5d0 \ub300\ud55c \ubbf8\uad6d-EU \ubb34\uc5ed \uc7a5\ubcbd\uc774 \ub300\uc11c\uc591 \ud6a1\ub2e8 \uacf5\uae09\ub9dd\uc744 \uc57d\ud654<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc7ac\ud65c\uc6a9 \uc778\ud504\ub77c \uc9c0\uc5f0\uc73c\ub85c \uc624\uc138\uc544\ub2c8\uc544\uc758 \uc21c\ud658 \uc7ac\ub8cc \ud750\ub984 \uc9c0\uc5f0<\/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 \ucd5c\uadfc \ub3d9\ud5a5 \ubc0f \ubc1c\uc804<\/li>\n<li class=\"toc-level-2\">4.6 \uaddc\uc81c \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.8 \uac00\uaca9 \ub3d9\ud5a5 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.9 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.9.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.9.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.9.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.9.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.9.5 \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 \uc81c\ud488 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub9ac\ud2ac \ucf54\ubc1c\ud2b8 \uc0b0\ud654\ubb3c (LCO)<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub9ac\ud2ac \uc778\uc0b0\ucca0 (LFP)<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub9ac\ud2ac \ub2c8\ucf08 \ub9dd\uac04 \ucf54\ubc1c\ud2b8 (NMC)<\/li>\n<li class=\"toc-level-3\">5.1.4 \ub9ac\ud2ac \ub2c8\ucf08 \ucf54\ubc1c\ud2b8 \uc54c\ub8e8\ubbf8\ub284 (NCA)<\/li>\n<li class=\"toc-level-3\">5.1.5 \ub9ac\ud2ac \ub9dd\uac04 \uc0b0\ud654\ubb3c (LMO)<\/li>\n<li class=\"toc-level-3\">5.1.6 \ub9ac\ud2ac \ud2f0\ud0c4\uc0b0\uc5fc (LTO)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ud3fc \ud329\ud130\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc6d0\ud1b5\ud615<\/li>\n<li class=\"toc-level-3\">5.2.2 \uac01\ud615<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud30c\uc6b0\uce58\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc804\ub825 \uc6a9\ub7c9\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 0 ~ 3,000 mAh<\/li>\n<li class=\"toc-level-3\">5.3.2 3,000 ~ 10,000 mAh<\/li>\n<li class=\"toc-level-3\">5.3.3 10,000 ~ 60,000 mAh<\/li>\n<li class=\"toc-level-3\">5.3.4 60,000 mAh \uc774\uc0c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc790\ub3d9\ucc28 (EV, HEV, PHEV)<\/li>\n<li class=\"toc-level-3\">5.4.2 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc0b0\uc5c5 \ubc0f \uc804\ub3d9 \uacf5\uad6c<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc815\uc9c0\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5<\/li>\n<li class=\"toc-level-3\">5.4.5 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.4.6 \ud574\uc591<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.2.4 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.2.5 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.5.2.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.2.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \ub9d0\ub808\uc774\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ud0dc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uc778\ub3c4\ub124\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.8 \ubca0\ud2b8\ub0a8<\/li>\n<li class=\"toc-level-4\">5.5.3.9 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.3.10 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ucf5c\ub86c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.5 \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 &amp; \uc11c\ube44\uc2a4, \ucd5c\uc2e0 \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Contemporary Amperex Technology Co., Ltd. (CATL)<\/li>\n<li class=\"toc-level-3\">6.4.2 BYD Company Limited<\/li>\n<li class=\"toc-level-3\">6.4.3 LG Energy Solution Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 Panasonic Holdings Corp.<\/li>\n<li class=\"toc-level-3\">6.4.5 Samsung SDI Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 SK On Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 AESC (Envision AESC Group)<\/li>\n<li class=\"toc-level-3\">6.4.8 CALB Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 Gotion High-Tech Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 EVE Energy Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 Farasis Energy Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 Sunwoda Electronic Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 Murata Manufacturing Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 VARTA AG<\/li>\n<li class=\"toc-level-3\">6.4.15 Toshiba Corporation<\/li>\n<li class=\"toc-level-3\">6.4.16 Saft Groupe SAS<\/li>\n<li class=\"toc-level-3\">6.4.17 Northvolt AB<\/li>\n<li class=\"toc-level-3\">6.4.18 Microvast Holdings, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 A123 Systems LLC<\/li>\n<li class=\"toc-level-3\">6.4.20 Hitachi Energy Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.21 Lithium Werks BV<\/li>\n<li class=\"toc-level-3\">6.4.22 Tesla Inc. (\ubc30\ud130\ub9ac \ubd80\ubb38)<\/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 &amp; \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>1. \uc11c\ub860 \ubc0f \uc2dc\uc7a5 \uc804\ub9dd<\/p>\n<p>\ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2021\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc5f0\uad6c \uae30\uac04 \ub3d9\uc548 \uc5d0\ub108\uc9c0 \ubc0f \ubaa8\ube4c\ub9ac\ud2f0 \ubd84\uc57c\uc758 \uad6c\uc870\uc801 \uc7ac\ud3b8\uc5d0 \ud798\uc785\uc5b4 \uae09\uaca9\ud55c \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uae30\ucc28(EV)\uc758 \ud655\uc0b0, \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8\uc758 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS) \uad6c\ucd95, \uc0b0\uc5c5 \uc804\ubc18\uc758 \uc804\ub3d9\ud654\uac00 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uba70, \uc774\ub294 \uc7ac\ub8cc \uacf5\uae09\ub9dd\uc758 \uc7ac\ud3b8\uc744 \uc57c\uae30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2026\ub144 \uae30\uc900 1,362\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ucd94\uc815\ub418\ub294 \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2031\ub144\uae4c\uc9c0 3,668\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 21.90%\uc758 \ub192\uc740 \uc131\uc7a5\uc138\ub97c \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \uc9c0\ubaa9\ub418\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 CATL, BYD, LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, Panasonic, SK On \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc81c\ud488 \uc720\ud615(LCO, LFP, NMC, NCA, LMO, LTO), \ud615\ud0dc \uc694\uc778(\uc6d0\ud1b5\ud615, \uac01\ud615, \ud30c\uc6b0\uce58\ud615), \uc804\ub825 \uc6a9\ub7c9(3,000 mAh \uc774\ud558, 3,000~10,000 mAh, 10,000~60,000 mAh, 60,000 mAh \uc774\uc0c1), \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5(\uc790\ub3d9\ucc28, \uac00\uc804\uc81c\ud488, \uc0b0\uc5c5\uc6a9, \uace0\uc815\ud615 \uc800\uc7a5\uc7a5\uce58, \ud56d\uacf5\uc6b0\uc8fc, \ud574\uc591), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825 \ubc0f \uc8fc\uc694 \ud2b8\ub80c\ub4dc<\/p>\n<p>\ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\ub825\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc7a5\uac70\ub9ac EV \ud50c\ub7ab\ud3fc\uc758 \uace0\uc5d0\ub108\uc9c0 \ubc00\ub3c4 \ubc30\ud130\ub9ac \uc218\uc694 \uae09\uc99d: \ud504\ub9ac\ubbf8\uc5c4 EV \ubd80\ubb38\uc5d0\uc11c\ub294 400\ub9c8\uc77c \uc774\uc0c1\uc758 \uc8fc\ud589 \uac70\ub9ac\ub97c \ubcf4\uc7a5\ud558\uae30 \uc704\ud574 75kWh\uc5d0\uc11c 120kWh\uc5d0 \uc774\ub974\ub294 \uace0\uc6a9\ub7c9 \ubc30\ud130\ub9ac \ud329\uc744 \uc694\uad6c\ud558\uba70, 90% \uc774\uc0c1\uc758 \ub2c8\ucf08 \ud568\ub7c9\uc744 \ud1b5\ud574 250Wh\/kg \uc774\uc0c1\uc758 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \ub2ec\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 OEM(\uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0) \uc5c5\uccb4\ub4e4\uc774 \uc140 \uc0dd\uc0b0\uc790\uc640 \uc9c1\uc811 \ub2e4\ub144\uac04\uc758 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\ub294 \uc218\uc9c1 \ud1b5\ud569\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d\uc758 &#8220;Made in China 2025&#8221; \uc815\ucc45\uc744 \ud1b5\ud55c \uae30\uac00\ud329\ud1a0\ub9ac \uad6c\ucd95 \uac00\uc18d\ud654: \uc911\uad6d\uc740 2030\ub144\uae4c\uc9c0 1,200GWh\uc758 \uad6d\ub0b4 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, \ud1a0\uc9c0 \ubcf4\uc870\uae08 \ubc0f \uc800\ub834\ud55c \uc804\uae30\ub8cc \ub4f1 \uc9c0\ubc29 \uc815\ubd80\uc758 \uc778\uc13c\ud2f0\ube0c\ub97c \ud1b5\ud574 \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. CATL\uacfc BYD \uac19\uc740 \uae30\uc5c5\ub4e4\uc774 \ub300\uaddc\ubaa8 \uc0dd\uc0b0 \uc2dc\uc124\uc744 \ud655\ucda9\ud558\uace0 \uc788\uc73c\uba70, \uae30\uc220 \uc774\uc804 \uc870\ud56d\uc744 \ud1b5\ud574 \ud55c\uad6d \ubc0f \uc77c\ubcf8 \ud30c\ud2b8\ub108\ub85c\ubd80\ud130 NCA \ubc0f \uc2e4\ub9ac\ucf58-\uc74c\uadf9\uc7ac \uae30\uc220\uc744 \ud761\uc218\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc778\ub3c4\ub124\uc2dc\uc544\uc640 \ud0dc\uad6d \ub4f1 \ud574\uc678 \ud22c\uc790\ub85c \uacf5\uae09\ub9dd\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d\uc758 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \ubc30\ud130\ub9ac \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(BESS) \uad6c\ucd95 \ud655\ub300: \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \ub3c5\ub9bd\ud615 \uc800\uc7a5\uc7a5\uce58\uc5d0 \ub300\ud55c 30% \ud22c\uc790 \uc138\uc561 \uacf5\uc81c\ub294 2025\ub144 \ub9d0\uae4c\uc9c0 96GW \uaddc\ubaa8\uc758 \ud504\ub85c\uc81d\ud2b8\ub97c \ucd09\uc9c4\ud588\uc73c\uba70, \uce98\ub9ac\ud3ec\ub2c8\uc544\uc640 \ud14d\uc0ac\uc2a4\uac00 \uc774 \uc911 60%\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. \uc5f0\ubc29 \uc5d0\ub108\uc9c0 \uaddc\uc81c \uc704\uc6d0\ud68c(FERC) \uba85\ub839 841\uc740 \ubc30\ud130\ub9ac\uac00 \ub3c4\ub9e4 \uc2dc\uc7a5\uc5d0\uc11c \uc6a9\ub7c9, \uc5d0\ub108\uc9c0, \ubcf4\uc870 \uc11c\ube44\uc2a4\ub97c \ud310\ub9e4\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc5ec \uc218\uc775\uc131\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\uc720\ub7fd \ub370\uc774\ud130\uc13c\ud130\uc758 VRLA(\ub0a9\ucd95\uc804\uc9c0)\uc5d0\uc11c \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac\ub85c\uc758 \uc804\ud658: \uc2a4\uc6e8\ub374, \ub178\ub974\uc6e8\uc774, \ud540\ub780\ub4dc\uc758 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc740 \ub9ac\ud2ac\uc774\uc628 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc804\ud658\ud558\uc5ec \uacf5\uac04\uc744 \uc808\ubc18\uc73c\ub85c \uc904\uc774\uace0 \uc11c\ube44\uc2a4 \uc218\uba85\uc744 \uc138 \ubc30\ub85c \ub298\ub9ac\uba70, \uc8fc\ud30c\uc218 \uc81c\uc5b4 \uc2dc\uc7a5\uc5d0 \ucc38\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ud654\ud559\uc774 \uc8fc\ub85c \uc0ac\uc6a9\ub418\uba70, \ub192\uc740 \ud6a8\uc728\uacfc \ub0ae\uc740 \uc5f4 \ubd80\ud558\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   IMO(\uad6d\uc81c\ud574\uc0ac\uae30\uad6c)\uc758 \uc628\uc2e4\uac00\uc2a4(GHG) \ubaa9\ud45c\uc5d0 \ub530\ub978 \ud574\uc591\uc6a9 \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \ucc44\ud0dd \uc99d\uac00: \uc720\ub7fd\uc744 \uc911\uc2ec\uc73c\ub85c \ud574\uc591 \ub4f1\uae09 \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \ucc44\ud0dd\uc774 \ud655\uc0b0\ub418\uace0 \uc788\uc73c\uba70, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc5f0\uc548 \ud56d\ub85c\ub85c \ud655\ub300\ub420 \uc804\ub9dd\uc785\ub2c8\ub2e4.<br \/>\n*   \uc778\ub3c4 \ub4f1 \uc2e0\ud765 \uc2dc\uc7a5\uc5d0\uc11c \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \ubcf4\uae09\ud615 EV\ub97c \uc704\ud55c LFP \ud654\ud559 \ucc44\ud0dd: \uc778\ub3c4 \ubc0f \ub3d9\ub0a8\uc544\uc2dc\uc544, \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \ub4f1\uc9c0\uc5d0\uc11c LFP \ubc30\ud130\ub9ac\uc758 \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc911\uad6d \ud658\uacbd \uaddc\uc81c\ub85c \uc778\ud55c \ud751\uc5f0 \uc74c\uadf9\uc7ac \uacf5\uae09 \ubd80\uc871: \uc911\uad6d\uc740 \ucc9c\uc5f0 \ud751\uc5f0 \ucc44\uad74\uc758 65%, \uad6c\ud615 \ud751\uc5f0 \uac00\uacf5\uc758 95%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\ub098, 2024\ub144 \ud658\uacbd \uac80\uc0ac\ub85c \uc778\ud574 \uc0dd\uc0b0 \ub2a5\ub825\uc774 \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. \uac15\ud654\ub41c \ud3d0\uc218 \ubc0f \ubbf8\ub9bd\uc790 \uae30\uc900\uc740 \uac00\uacf5 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ucf30\uc73c\uba70, 2023\ub144 12\uc6d4 \uc218\ucd9c \ud5c8\uac00\uc81c\ub294 \uad6d\ub0b4 \uc140 \uc81c\uc870\uc5c5\uccb4\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube44\uc911\uad6d\uad8c \ud504\ub85c\uc81d\ud2b8\ub294 2030\ub144 \uc218\uc694\uc758 5% \ubbf8\ub9cc\uc744 \ucda9\uc871\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6b0\ud06c\ub77c\uc774\ub098 \ubd84\uc7c1 \uc774\ud6c4 \uace0\uc804\uc555 \uc804\ud574\uc561 \ucca8\uac00\uc81c \ube44\uc6a9 \uc778\uc0c1: \ub7ec\uc2dc\uc544\uc640 \uc6b0\ud06c\ub77c\uc774\ub098\uc5d0\uc11c \uacf5\uae09\ub418\ub358 \ubd88\uc18c\uacc4 \uc6d0\ub8cc\ub294 \uc720\ub7fd LiPF6 \uc0dd\uc0b0 \ub2a5\ub825\uc758 40%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, 2022\ub144 \uc774\ud6c4 \uacf5\uae09 \ucc28\uc9c8\ub85c \uac00\uaca9\uc774 \uae09\ub4f1\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\ub294 \uc788\uc5c8\uc9c0\ub9cc, \uc218\ucd9c \ud560\ub2f9\uc740 \uad6d\ub0b4 \uc218\uc694\ub97c \uc6b0\uc120\uc2dc\ud558\uc5ec \uc720\ub7fd \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d-EU \uac04 \ud575\uc2ec \uad11\ubb3c \ubb34\uc5ed \uc7a5\ubcbd: \ub300\uc11c\uc591 \ud6a1\ub2e8 \uacf5\uae09\ub9dd\uc744 \uc57d\ud654\uc2dc\ud0a4\uba70, IRA \uaddc\uc815\uc744 \uc900\uc218\ud574\uc57c \ud558\ub294 EV \ubc30\ud130\ub9ac\uc5d0 \ud2b9\ud788 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   \uc624\uc138\uc544\ub2c8\uc544 \uc9c0\uc5ed\uc758 \uc7ac\ud65c\uc6a9 \uc778\ud504\ub77c \ubd80\uc871: \uc21c\ud658 \uc7ac\ub8cc \ud750\ub984\uc744 \uc9c0\uc5f0\uc2dc\ud0a4\uba70, \uc544\uc2dc\uc544 \uacf5\uae09\ub9dd\uc5d0\ub3c4 \uac04\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc81c\ud488 \uc720\ud615:<br \/>\n    *   LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0): 2025\ub144 \uc140 \ucd9c\ud558\ub7c9\uc758 50%\ub97c \ucc28\uc9c0\ud558\uba70, kWh\ub2f9 47\ub2ec\ub7ec\uc758 \ube44\uc6a9 \uc6b0\uc704\ub97c \ubc14\ud0d5\uc73c\ub85c \ub2c8\ucf08 \ud568\ub7c9\uc774 \ub192\uc740 \ud654\ud559 \ubb3c\uc9c8\uc744 \ucd94\uc6d4\ud588\uc2b5\ub2c8\ub2e4. 2031\ub144\uae4c\uc9c0 23.5%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc911\uad6d, \uc778\ub3c4, \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \ubcf4\uae09\ud615 EV\uc5d0\uc11c \uc5f4 \uc548\uc815\uc131 \ub54c\ubb38\uc5d0 \uc120\ud638\ub429\ub2c8\ub2e4. Tesla\uc640 GM\ub3c4 LFP\ub97c \ucc44\ud0dd\ud558\uace0 \uc788\uc73c\uba70, CATL\uc758 Qilin 3.0\uc740 LFP\uc758 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c 255Wh\/kg\uae4c\uc9c0 \ub04c\uc5b4\uc62c\ub824 NMC\uc640\uc758 \uaca9\ucc28\ub97c \uc881\ud788\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   NMC(\ub2c8\ucf08-\ub9dd\uac04-\ucf54\ubc1c\ud2b8): 2025\ub144 44.5%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, 250Wh\/kg \uc774\uc0c1\uc758 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \ubaa9\ud45c\ub85c \ud558\ub294 \uace0\uae09 \ubc0f \uc7a5\uac70\ub9ac \ud50c\ub7ab\ud3fc\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<br \/>\n    *   NCA(\ub2c8\ucf08-\ucf54\ubc1c\ud2b8-\uc54c\ub8e8\ubbf8\ub284) \ubc0f \uc804\uace0\uccb4 \ubc30\ud130\ub9ac: \ub354 \ub192\uc740 \ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\uc9c0\ub9cc, \ube44\uc6a9 \ubc0f \ucf54\ubc1c\ud2b8 \uc81c\uc57d\uc73c\ub85c \uc778\ud574 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc774 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4.<br \/>\n    *   LCO(\ub9ac\ud2ac\ucf54\ubc1c\ud2b8\uc0b0\ud654\ubb3c): \uc2a4\ub9c8\ud2b8\ud3f0 \uc2dc\uc7a5\uc5d0\uc11c \uc810\uc720\uc728\uc774 \uac10\uc18c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   LMO(\ub9ac\ud2ac\ub9dd\uac04\uc0b0\ud654\ubb3c) \ubc0f LTO(\ub9ac\ud2ac\ud2f0\ud0c4\uc0b0\ud654\ubb3c): \uc804\ub3d9 \uacf5\uad6c \ubc0f \uace0\uc0ac\uc774\ud074 \ubc84\uc2a4 \ub4f1 \ud2b9\uc815 \uc6a9\ub3c4\uc5d0 \uad6d\ud55c\ub429\ub2c8\ub2e4.<br \/>\n    *   \uc2dc\uc7a5\uc740 \ub2e4\uc591\uc131\uc744 \uc720\uc9c0\ud558\uc9c0\ub9cc, \uac00\uce58\ub294 \ube44\uc6a9, \uc548\uc804\uc131, \uacf5\uae09 \ubcf4\uc548\uc758 \uade0\ud615\uc744 \ub9de\ucd94\ub294 \ud654\ud559 \ubb3c\uc9c8\ub85c \uc774\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ud615\ud0dc \uc694\uc778:<br \/>\n    *   \uc6d0\ud1b5\ud615: 2025\ub144 49.3%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc73c\uba70, Tesla\uc758 4680 \ubc30\ud130\ub9ac\uc640 \uae30\uc874 18650, 21700 \ubc30\ud130\ub9ac\uac00 \uc804\uc790\uc81c\ud488 \uc2dc\uc7a5\uc5d0\uc11c \uac15\uc138\ub97c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n    *   \ud30c\uc6b0\uce58\ud615: 2031\ub144\uae4c\uc9c0 22.7%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc54c\ub8e8\ubbf8\ub284 \ub77c\ubbf8\ub124\uc774\ud2b8 \uc140\uc744 \ucc28\ub7c9 \uc100\uc2dc\uc5d0 \uc9c1\uc811 \ud1b5\ud569\ud558\ub294 \uc140-\ud22c-\ud329(cell-to-pack) \uc544\ud0a4\ud14d\ucc98\ub97c \ucc44\ud0dd\ud558\uba74\uc11c \ubd80\ud53c \ud6a8\uc728\uc744 \ucd5c\ub300 60% \ud5a5\uc0c1\uc2dc\ud0a4\uace0 \ud329 \uc9c8\ub7c9\uc744 15% \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uac01\ud615: \uc911\uad6d OEM\uc5d0\uc11c \uc120\ud638\ub418\uba70, \ucc28\ub7c9 \uc911\ub7c9\uc744 5~8% \uc904\uc774\ub294 \uc140-\ud22c-\ubc14\ub514(cell-to-body) \uac1c\ub150\uc73c\ub85c \ubc1c\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc81c\uc870 \uc218\uc728\uc740 \ud604\uc7ac \uc6d0\ud1b5\ud615 \ub77c\uc778\uc5d0 \uc720\ub9ac\ud558\uc9c0\ub9cc, \ubaa8\ub4c8 \uc5c6\ub294 \ub514\uc790\uc778 \ud2b8\ub80c\ub4dc\ub294 \ud30c\uc6b0\uce58\ud615 \ubc0f \ub300\ud615 \uac01\ud615 \ud234\ub9c1\uc73c\ub85c \uc790\ubcf8 \ud22c\uc790\ub97c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc804\ub825 \uc6a9\ub7c9:<br \/>\n    *   3,000~10,000 mAh: 2025\ub144 \ucd9c\ud558\ub7c9\uc758 35.1%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   60,000 mAh \uc774\uc0c1: \uc911\uc7a5\ube44 \ud2b8\ub7ed, \uc120\ubc15, \uadf8\ub9ac\ub4dc \ubaa8\ub4c8 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 27.9%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. Daimler Truck\uc758 eActros 600\uc740 280Ah \uac01\ud615 \uc140\uc744 \uc0ac\uc6a9\ud558\uc5ec 600kWh \ud329\uc73c\ub85c 500km \uc8fc\ud589 \uac70\ub9ac\ub97c \uc81c\uacf5\ud558\uba70, Corvus Energy\uc758 500Ah \uc140\uc740 4MWh \ud398\ub9ac \uc2dc\uc2a4\ud15c\uc5d0 \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n    *   3,000 mAh \ubbf8\ub9cc: \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc5d0\uc11c \uace0\uccb4 \ud3f4\ub9ac\uba38 \ud654\ud559\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   10,000~60,000 mAh: \uc911\uad6d \uacf5\uae09\uc5c5\uccb4\ub4e4\uc758 \uac00\uaca9 \uacbd\uc7c1\uc73c\ub85c \uc778\ud574 \uc0c1\ud488\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5:<br \/>\n    *   \uc790\ub3d9\ucc28: 2025\ub144 \ub9e4\ucd9c\uc758 54.6%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uc810\uc720\uc728\uc740 \uc810\ucc28 \uace0\uc815\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58\uc5d0 \ub0b4\uc904 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n    *   \uace0\uc815\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58: \ubbf8\uad6d\uc758 \ud0dc\uc591\uad11-\uc800\uc7a5 \uc2dc\uc2a4\ud15c \uacbd\uc81c\uc131\uacfc \ub3c5\uc77c\uc758 \ubc1c\uc804\ucc28\uc561\uc9c0\uc6d0\uc81c\ub3c4 \uac1c\ud601\uc5d0 \ud798\uc785\uc5b4 \uc5f0\uac04 29.4%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 10.5GW \ubc0f ERCOT\uc758 6.8GW \uc6b4\uc601 \uadf8\ub9ac\ub4dc \ubc30\ud130\ub9ac\ub294 4\uc2dc\uac04 LFP \uc2dc\uc2a4\ud15c\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uac00\uc804\uc81c\ud488: \uc2a4\ub9c8\ud2b8\ud3f0 \uad50\uccb4 \uc8fc\uae30\uac00 \uae38\uc5b4\uc9c0\uba74\uc11c \uc131\uc7a5\uc138\uac00 \ub454\ud654\ub418\uace0 \uc788\uc73c\ub098, \uc6d0\uaca9 \uadfc\ubb34\ub85c \uc778\ud574 \ub178\ud2b8\ubd81 \ubc0f \ud0dc\ube14\ub9bf \uc218\uc694\ub294 \uc720\uc9c0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc0b0\uc5c5\uc6a9: \uc804\ub3d9 \uacf5\uad6c \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 Ni-Cd \ubc0f Ni-MH\uc5d0\uc11c 21700 \ub9ac\ud2ac\uc774\uc628 \ud329\uc73c\ub85c\uc758 \uc804\ud658\uc744 \ub300\ubd80\ubd84 \uc644\ub8cc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704: \ud2c8\uc0c8 \uc2dc\uc7a5\uc774\uc9c0\ub9cc \uc218\uc775\uc131\uc774 \ub192\uc73c\uba70, Saft\uc758 VL 41M \uc140\uc740 DO-311 \ube44\ud589 \ud45c\uc900\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4.<br \/>\n    *   \ud574\uc591: IMO \uaddc\uc81c\uc5d0 \ub530\ub77c \uc5fc\uc218 \ud658\uacbd\uc5d0 \uac15\ud55c LTO \ubc0f NMC \ud654\ud559 \ubb3c\uc9c8\uc774 \uc120\ud638\ub418\uba70, \uc218\uc775 \uad6c\uc131\uc744 \ub354\uc6b1 \ub2e4\uc591\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591: 2025\ub144 \uc2dc\uc7a5 \uac00\uce58\uc758 55.7%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 30.8%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc740 2026\ub144 \ucd08\uae4c\uc9c0 150GWh\uc758 \uc2e0\uaddc \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\ubcf4\ud588\uc73c\uba70, \uc778\ub3c4\ub124\uc2dc\uc544 \ubc0f \ud0dc\uad6d\uacfc\uc758 \ud569\uc791 \ud22c\uc790\ub97c \ud1b5\ud574 ASEAN \uc9c0\uc5ed\uc73c\ub85c \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \ud655\uc0b0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\ub294 \ucca8\ub2e8 \ud654\ud559 \uc140 \uacf5\uc7a5\uc5d0 1,810\uc5b5 INR\uc744 \ud560\ub2f9\ud558\uc5ec 2028\ub144\uae4c\uc9c0 50GWh\uc758 LFP \ub77c\uc778\uc744 \uad6c\ucd95\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4. \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \uace0\ub2c8\ucf08 NMC \ubc0f \uc2e4\ub9ac\ucf58-\uc74c\uadf9\uc7ac \uc5f0\uad6c\ub97c \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: IRA \ubc95\uc548\uc5d0 \ub530\ub77c 2024\ub144 50%, 2029\ub144\uae4c\uc9c0 100%\uc758 \ud604\uc9c0 \ubc30\ud130\ub9ac \ubd80\ud488 \uc694\uad6c \uc0ac\ud56d\uc774 \uc801\uc6a9\ub418\uba74\uc11c \uc810\uc720\uc728\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. GM, Ford, Stellantis\uc758 \ucd1d 730\uc5b5 \ub2ec\ub7ec \ud22c\uc790\ub97c \ud1b5\ud574 2030\ub144\uae4c\uc9c0 500GWh\uc758 \uc9c0\uc5ed \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\ubcf4\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4. \uce90\ub098\ub2e4\ub294 \uc218\ub825 \ubc1c\uc804 \uae30\ubc18\uc758 \uc591\uadf9\uc7ac \ubc0f \uc804\uad6c\uccb4 \uacf5\uc7a5\uc744 \uc720\uce58\ud558\uace0 \uc788\uc73c\uba70, \uba55\uc2dc\ucf54\ub294 USMCA(\ubbf8\uad6d-\uba55\uc2dc\ucf54-\uce90\ub098\ub2e4 \ud611\uc815) \uaddc\uc815\uacfc \ub0ae\uc740 \ub178\ub3d9 \ube44\uc6a9\uc744 \ud65c\uc6a9\ud558\uc5ec \ud329 \uc870\ub9bd \ub77c\uc778\uc744 \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: 2025\ub144 2\uc6d4\ubd80\ud130 \ud0c4\uc18c \ubc1c\uc790\uad6d \uc120\uc5b8, 2031\ub144\uae4c\uc9c0 \ucd5c\uc18c \uc7ac\ud65c\uc6a9 \ud568\ub7c9 \uae30\uc900\uc744 \uc758\ubb34\ud654\ud558\ub294 \ubc30\ud130\ub9ac \uaddc\uc81c\ub97c \ud1b5\ud574 \uacf5\uae09\ub9dd\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Northvolt\uc758 Skellefte\u00e5 \uacf5\uc7a5\uc740 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\ub85c \uc6b4\uc601\ub418\uc5b4 \ud0c4\uc18c \uc9d1\uc57d\ub3c4\ub97c \ub0ae\ucd94\uace0 \uc788\uc9c0\ub9cc, \uac74\uc124 \uc9c0\uc5f0\uc73c\ub85c \uc778\ud55c \uc790\ubcf8 \uc704\ud5d8\uc774 \uc874\uc7ac\ud569\ub2c8\ub2e4. \ub3c5\uc77c\uc758 ACC \ucee8\uc18c\uc2dc\uc5c4\uc740 2026\ub144 \ub9d0\ub85c \uc9c0\uc5f0\ub418\uc5c8\uc73c\uba70, \ud504\ub791\uc2a4, \uc774\ud0c8\ub9ac\uc544, \uc2a4\ud398\uc778\ub3c4 \uc218\uc694\ub97c \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uacbd\uc7c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8 \ubc0f \uc911\ub3d9-\uc544\ud504\ub9ac\uce74: \ucd08\uae30 \ub2e8\uacc4\uc758 \uc2dc\uc7a5\uc774\uc9c0\ub9cc, \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 NEOM\uc740 Envision AESC\uc640 \ud568\uaed8 2028\ub144 \uac00\ub3d9\uc744 \ubaa9\ud45c\ub85c 10GWh \uaddc\ubaa8\uc758 \uacf5\uc7a5\uc744 \uacc4\ud68d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uacb0\uacfc\uc801\uc73c\ub85c \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 \uc544\uc2dc\uc544, \ubd81\ubbf8, \uc720\ub7fd\uc758 3\uadf9 \uccb4\uc81c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd \ubc0f \uc8fc\uc694 \uae30\uc5c5<\/p>\n<p>\ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uc778 CATL, BYD, LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, Panasonic, SK On\uc774 2025\ub144 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc57d 65%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uac01 \uc9c0\uc5ed\uc758 \uc815\ucc45\uc740 \ubcd1\ub82c\uc801\uc778 \uc0dd\ud0dc\uacc4\ub97c \uc870\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   CATL: 37%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ubcf4\uc720\ud558\uba70, \uc591\uadf9\uc7ac \uc804\uad6c\uccb4 \ubc0f \uc7ac\ud65c\uc6a9 \ubd84\uc57c\uc758 \uc218\uc9c1 \ud1b5\ud569\uacfc Qilin 3.0 LFP \uc140-\ud22c-\ud329 \ub514\uc790\uc778 \ub77c\uc774\uc120\uc2f1\uc744 \ud1b5\ud574 \uc785\uc9c0\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   BYD: \uc790\uccb4 \uacf5\uae09\ub9dd \ubaa8\ub378\uc744 \ud1b5\ud574 \ub9c8\uc9c4\uc744 \ud655\ubcf4\ud558\uace0 Toyota \ubc0f Tesla\uc5d0 \uacf5\uae09 \uc2dc \uac00\uaca9 \ud611\uc0c1\ub825\uc744 \uac00\uc9d1\ub2c8\ub2e4.<br \/>\n*   LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158 \ubc0f Samsung SDI: IRA \uaddc\uc815 \uc900\uc218\ub97c \uc704\ud574 \ubbf8\uad6d \ubc0f \uc720\ub7fd\uc5d0\uc11c \ud569\uc791 \ud22c\uc790\ub97c \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2e4\ub9ac\ucf58-\uc74c\uadf9\uc7ac \ud63c\ud569 \ubc0f \uac74\uc2dd \uc804\uadf9 \ucf54\ud305 \uae30\uc220\uc5d0 \ub300\ud55c \ud2b9\ud5c8 \ud65c\ub3d9\uc740 \ub2e4\uc74c \uacbd\uc7c1\uc758 \uc804\uc7a5\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. Tesla\uc758 Maxwell \uae30\ubc18 \uac74\uc2dd \uacf5\uc815\uc740 \uc6a9\ub9e4 \uc0ac\uc6a9\uc744 \uc808\ubc18\uc73c\ub85c \uc904\uc774\uace0 \uc81c\uc870 \uc5d0\ub108\uc9c0\ub97c 50% \uc808\uac10\ud558\uc9c0\ub9cc, 80% \ubbf8\ub9cc\uc758 \uc218\uc728\ub85c \uc778\ud574 4680 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \ud655\ub300\uac00 \uc9c0\uc5f0\ub418\uc5c8\uc2b5\ub2c8\ub2e4. QuantumScape \ubc0f Solid Power\uc640 \uac19\uc740 \uc2a4\ud0c0\ud2b8\uc5c5\uc740 \uc544\uc9c1 \uc0c1\uc5c5\ud654 \uc774\uc804 \ub2e8\uacc4\uc5d0 \uc788\uc9c0\ub9cc, Toyota\uc758 2027\ub144 \ud669\ud654\ubb3c \uc804\ud574\uc9c8 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac \uc591\uc0b0 \ubaa9\ud45c\ub294 \uae30\uc874 \uae30\uc5c5\ub4e4\uc758 R&#038;D \uc77c\uc815\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Microvast \ubc0f A123 Systems\uc640 \uac19\uc740 \ud2c8\uc0c8 \uc2dc\uc7a5 \ud50c\ub808\uc774\uc5b4\ub4e4\uc740 6C \ucda9\uc804 \ubc0f \uae34 \uc0ac\uc774\ud074 \uc218\uba85\uc774 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ubcf4\ub2e4 \uc911\uc694\ud55c \uc911\uc7a5\ube44 \ucc28\ub7c9 \ubd84\uc57c\uc5d0\uc11c \uacc4\uc57d\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc815\ubd80\uc758 \ud604\uc9c0 \ucf58\ud150\uce20 \uc5f0\uacc4 \uc18c\ube44\uc790 \ubcf4\uc870\uae08 \uc815\ucc45\uc73c\ub85c \uc778\ud574 \uc9c0\uc5ed\ubcc4 \uc2dc\uc7a5 \ubd84\uc5f4\uc774 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 &#8220;Made in China 2025&#8243;\ub294 \ub3d9\uc544\uc2dc\uc544\uc758 \uc9c0\ubc30\ub825\uc744 \ub4b7\ubc1b\uce68\ud558\uace0, IRA\ub294 \ubd81\ubbf8 \uc0dd\uc0b0 \ud655\ub300\ub97c \uc8fc\ub3c4\ud558\uba70, EU \ubc30\ud130\ub9ac \uaddc\uc81c\ub294 \uc720\ub7fd \uac00\uce58 \uc0ac\uc2ac\uc744 \uc800\ud0c4\uc18c \uc140\ub85c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud658\uc728 \ubcc0\ub3d9\uacfc \ud22c\uc785 \ube44\uc6a9 \ubcc0\ub3d9\uc131\uc740 \ub2e4\ubcc0\ud654\ub41c \uc591\uadf9\uc7ac, \uc74c\uadf9\uc7ac, \uc804\ud574\uc561 \uacf5\uae09\uc758 \ud544\uc694\uc131\uc744 \uc99d\ud3ed\uc2dc\ud0a4\uba70, \uc0dd\uc0b0\uc790\ub4e4\uc740 \ub2e4\uc911 \ud654\ud559 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ucc44\ud0dd\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c, \uac15\ub825\ud55c \ucd1d\uc218\uc694\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud611\uc0c1\ub825\uc740 \uacf5\uae09\ub9dd\uc744 \ub530\ub77c \ubc18\ubcf5\uc801\uc73c\ub85c \uc774\ub3d9\ud558\uba70 \uac00\uaca9 \uc555\ub825\uc744 \ub192\uac8c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 6\uc6d4: LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc740 \ubbf8\uad6d \ubbf8\uc2dc\uac04 \uacf5\uc7a5\uc5d0\uc11c ESS\uc6a9 LFP \ubc30\ud130\ub9ac \uc591\uc0b0\uc744 \uc2dc\uc791\ud558\uc5ec \ubbf8\uad6d ESS \uc218\uc694\uc758 25%\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: Webber Electrocorp\ub294 AIS-156 Phase II\ub97c \uc900\uc218\ud558\ub294 \uc2a4\ub9c8\ud2b8 BMS(\ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c)\ub97c \uacf5\uac1c\ud588\uc73c\uba70, 48-60V EV \ud329\uc758 \uc5f4 \ud3ed\uc8fc \uacbd\uace0 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: CATL\uc740 \ud5dd\uac00\ub9ac \uc2e0\uaddc \ubc30\ud130\ub9ac \uacf5\uc7a5 \ubc0f \uc720\ub7fd \ud569\uc791 \ud22c\uc790 \uc790\uae08 \uc870\ub2ec\uc744 \uc704\ud574 \ud64d\ucf69 \uc0c1\uc7a5\uc744 \ud1b5\ud574 \ucd5c\uc18c 50\uc5b5 \ub2ec\ub7ec\ub97c \uc870\ub2ec\ud560 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: Faraday Institution\uc740 \ub9ac\ud2ac\uc774\uc628 \uc5f0\uad6c\uc758 \ub3cc\ud30c\uad6c\ub97c \ubcf4\uace0\ud588\uc73c\uba70, \uce60\ub808 \ubc0f \uc544\ub974\ud5e8\ud2f0\ub098\uc640\uc758 \ud611\ub825\uc744 \ud1b5\ud574 \uacf5\uae09\ub9dd\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c \ubc94\uc704\ub294 \uc790\ub3d9\ucc28 \uacac\uc778, \uc815\uc9c0\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc7a5\uce58, \uac00\uc804\uc81c\ud488 \ubc0f \uc0b0\uc5c5 \uc7a5\ube44\uc5d0 \ud310\ub9e4\ub418\ub294 \ub9ac\ud2ac \uc0bd\uc785 \ud654\ud559(LCO, LFP, NMC, NCA, LMO, LTO)\uc744 \uc0ac\uc6a9\ud558\ub294 \ubaa8\ub4e0 \uc2e0\uaddc \uc81c\uc870 \ucda9\uc804\uc2dd \uc140 \ubc0f \ud1b5\ud569 \ud329\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ub0a9\ucd95\uc804\uc9c0, \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c \ub300\uccb4\ud488, \uc2e4\ud5d8\uc2e4 \uaddc\ubaa8\uc758 \uace0\uccb4 \ubc30\ud130\ub9ac \ud504\ub85c\ud1a0\ud0c0\uc785, \uc7ac\ud65c\uc6a9 \uc218\uc775 \ubc0f \ub3c5\ub9bd\ud615 \ubc30\ud130\ub9ac \uae08\uc18d \uac70\ub798\ub294 \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2026\ub144 1,362.8\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 3,668.2\uc5b5 \ub2ec\ub7ec\ub85c \uc5f0\ud3c9\uade0 21.9%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2025\ub144 \ucd9c\ud558\ub7c9\uc758 \uc57d 50%\ub97c \ucc28\uc9c0\ud55c LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0)\uac00 $47\/kWh\uc758 \ube44\uc6a9 \uc6b0\uc704\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc815\uc9c0\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc7a5\uce58(ESS) \ubd80\ubb38\uc740 \uc5f0\ud3c9\uade0 29.4%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uc2dc\uc7a5 \uac00\uce58\uc758 55.7%\ub97c \ucc28\uc9c0\ud558\uba70 \uc911\uad6d\uc758 \uc0b0\uc5c5 \uc815\ucc45\uc5d0 \ud798\uc785\uc5b4 \uae09\uc18d\ud55c \ud655\uc7a5\uc744 \uc9c0\uc18d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ub825:<br \/>\n*   \uc7a5\uac70\ub9ac \uc804\uae30\ucc28 \ud50c\ub7ab\ud3fc\uc758 \uace0\uc5d0\ub108\uc9c0 \ubc00\ub3c4 \ubc30\ud130\ub9ac \uc218\uc694 \uae09\uc99d<br \/>\n*   \uc911\uad6d\uc758 &#8220;Made in China 2025&#8221; \uc0b0\uc5c5 \uc815\ucc45\uc5d0 \ub530\ub978 \uad6d\ub0b4 \ub9ac\ud2ac \uc774\uc628 \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124 \uac00\uc18d\ud654<br \/>\n*   \ubbf8\uad6d\uc758 \ub300\uaddc\ubaa8 \uc720\ud2f8\ub9ac\ud2f0\uae09 \ubc30\ud130\ub9ac \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc7a5\uce58 \uc870\ub2ec\uc758 \uc2e0\uc18d\ud55c \ud655\ub300<br \/>\n*   \ubd81\uc720\ub7fd \ub370\uc774\ud130\uc13c\ud130 \ubc31\uc5c5 \uc2dc\uc2a4\ud15c\uc758 VRLA(\ubc38\ube0c \uc870\uc808\ud615 \ub0a9\ucd95\uc804\uc9c0)\uc5d0\uc11c \ub9ac\ud2ac \uc774\uc628\uc73c\ub85c\uc758 \uc804\ud658<br \/>\n*   \uc720\ub7fd \ud574\uc591 \ubd80\ubb38\uc758 IMO(\uad6d\uc81c\ud574\uc0ac\uae30\uad6c) GHG(\uc628\uc2e4\uac00\uc2a4) \ubaa9\ud45c \ub2ec\uc131\uc744 \uc704\ud55c \ud574\uc591 \ub4f1\uae09 \ub9ac\ud2ac \uc774\uc628 \ucc44\ud0dd<br \/>\n*   \uc778\ub3c4\uc5d0\uc11c \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \ubcf4\uae09\ud615 \uc804\uae30\ucc28\ub97c \uc704\ud55c OEM\uc758 LFP \ud654\ud559 \uc804\ud658<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n*   \uc911\uad6d \ud658\uacbd \uaddc\uc81c\ub85c \uc778\ud55c \ud751\uc5f0 \uc74c\uadf9\uc7ac \uacf5\uae09 \ubd80\uc871<br \/>\n*   \uc6b0\ud06c\ub77c\uc774\ub098 \uc0ac\ud0dc \uc774\ud6c4 \uace0\uc804\uc555 \uc804\ud574\uc561 \ucca8\uac00\uc81c \ube44\uc6a9 \uc778\uc0c1<br \/>\n*   \ubbf8\uad6d-\uc720\ub7fd\uc5f0\ud569 \uac04 \ud575\uc2ec \uad11\ubb3c \ubb34\uc5ed \uc7a5\ubcbd\uc73c\ub85c \uc778\ud55c \ub300\uc11c\uc591 \uacf5\uae09\ub9dd \uc57d\ud654<br \/>\n*   \uc624\uc138\uc544\ub2c8\uc544 \uc9c0\uc5ed\uc758 \uc7ac\ud65c\uc6a9 \uc778\ud504\ub77c \ubd80\uc871\uc73c\ub85c \uc778\ud55c \uc21c\ud658 \uc7ac\ub8cc \ud750\ub984 \uc9c0\uc5f0<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc81c\ud488 \uc720\ud615(\ub9ac\ud2ac \ucf54\ubc1c\ud2b8 \uc0b0\ud654\ubb3c(LCO), \ub9ac\ud2ac \uc778\uc0b0\ucca0(LFP), \ub9ac\ud2ac \ub2c8\ucf08 \ub9dd\uac04 \ucf54\ubc1c\ud2b8(NMC), \ub9ac\ud2ac \ub2c8\ucf08 \ucf54\ubc1c\ud2b8 \uc54c\ub8e8\ubbf8\ub284(NCA), \ub9ac\ud2ac \ub9dd\uac04 \uc0b0\ud654\ubb3c(LMO), \ub9ac\ud2ac \ud2f0\ud0c4\uc0b0\uc5fc(LTO)), \ud3fc \ud329\ud130(\uc6d0\ud1b5\ud615, \uac01\ud615, \ud30c\uc6b0\uce58\ud615), \uc804\ub825 \uc6a9\ub7c9(0~3,000 mAh, 3,000~10,000 mAh, 10,000~60,000 mAh, 60,000 mAh \uc774\uc0c1), \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5(\uc790\ub3d9\ucc28(EV, HEV, PHEV), \uac00\uc804\uc81c\ud488, \uc0b0\uc5c5 \ubc0f \uc804\ub3d9 \uacf5\uad6c, \uc815\uc9c0\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc7a5\uce58, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \ud574\uc591), \uadf8\ub9ac\uace0 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub97c \ud3ec\ud568\ud55c \uc9c0\ub9ac\uc801 \uc601\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \uc8fc\uc694 \ud1b5\ucc30:<br \/>\n\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc911\uad6d\uc758 \uc0b0\uc5c5 \uc815\ucc45\uc5d0 \ud798\uc785\uc5b4 \uc81c\uc870 \uc5ed\ub7c9\uc5d0\uc11c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uba70 \uae09\uc18d\ud55c \ud655\uc7a5\uc744 \uc9c0\uc18d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc758 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 \ud604\uc9c0 \ubd80\ud488 \ubc0f \uad11\ubb3c \ud568\ub7c9\uc5d0 \ub300\ud55c \uc18c\ube44\uc790 \uc138\uc561 \uacf5\uc81c\ub97c \uc5f0\uacc4\ud558\uc5ec 2030\ub144\uae4c\uc9c0 \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0 500 GWh \uaddc\ubaa8\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \ucd09\uc9c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, M&#038;A \ubc0f \ud30c\ud2b8\ub108\uc2ed\uacfc \uac19\uc740 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ub2e4\ub8e8\uba70, CATL, BYD, LG Energy Solution, Panasonic, Samsung SDI, SK On \ub4f1 \uae00\ub85c\ubc8c \uc8fc\uc694 20\uac1c \uc774\uc0c1\uc758 \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc140 \uc81c\uc870\uc5c5\uccb4, \ud329 \ud1b5\ud569\uc5c5\uccb4, EV \uc870\ub2ec \ucc45\uc784\uc790, \uadf8\ub9ac\ub4dc \uaddc\ubaa8 \uac1c\ubc1c\uc5c5\uccb4 \ubc0f \uc720\ud1b5\uc5c5\uccb4\uc640\uc758 \uc2ec\uce35 \uc778\ud130\ubdf0\ub97c \ud1b5\ud55c 1\ucc28 \uc5f0\uad6c\uc640 \uad6d\uc81c \uc5d0\ub108\uc9c0 \uae30\uad6c, \ubbf8\uad6d \uc9c0\uc9c8 \uc870\uc0ac\uad6d, \uc720\ub7fd \ubc30\ud130\ub9ac \uc5f0\ud569, \uc911\uad6d MIIT, \uae30\uc5c5 \uc7ac\ubb34 \ubcf4\uace0\uc11c, \uad00\uc138 \uc120\uc801 \uae30\ub85d \ub4f1 \uad11\ubc94\uc704\ud55c 2\ucc28 \uc790\ub8cc\ub97c \ud65c\uc6a9\ud55c \uc5c4\uaca9\ud55c \uc5f0\uad6c \ubc29\ubc95\ub860\uc744 \uae30\ubc18\uc73c\ub85c \ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \uae00\ub85c\ubc8c EV \uc870\ub9bd\ub7c9, \uc18c\ube44\uc790 \uae30\uae30 \ucd9c\ud558\ub7c9, \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \uc800\uc7a5\uc7a5\uce58 \ucd94\uac00\ub7c9\uc744 \uae30\ubc18\uc73c\ub85c \ud558\ub294 \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \ubaa8\ub450 \uc0ac\uc6a9\ud558\uc5ec \ub2e4\ubcc0\ub7c9 \ud68c\uadc0 \ubd84\uc11d \ubc0f \uc2dc\ub098\ub9ac\uc624 \ubd84\uc11d\uc744 \ud1b5\ud574 \uac80\uc99d\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc758 \ud604\uc7ac \uc0c1\ud0dc\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \uc774\ud574\ub97c \uc81c\uacf5\ud558\uba70, \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \uc704\ud55c \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uae30\uc900\uc810\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-31718","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\/31718"}],"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=31718"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/31718\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=31718"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=31718"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=31718"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}