{"id":32268,"date":"2026-02-09T04:05:38","date_gmt":"2026-02-09T04:05:38","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/electric-vehicle-battery-cathode-market-mordor\/"},"modified":"2026-09-11T20:05:57","modified_gmt":"2026-09-11T11:05:57","slug":"electric-vehicle-battery-cathode-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/electric-vehicle-battery-cathode-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/electric-vehicle-battery-cathode-market-1765295093068-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/electric-vehicle-battery-cathode-market-size-image-1768489390881.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 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 \uc804 \uc138\uacc4 EV \uc0dd\uc0b0\ub7c9 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \ud1b5\ud55c \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f \uc81c\uc870 \ubcf4\uc870\uae08<\/li>\n<li class=\"toc-level-3\">4.2.4 \uace0\ub2c8\ucf08 NMC\/NCA \ud654\ud559\uc758 \ubc1c\uc804\uc73c\ub85c \uc5d0\ub108\uc9c0 \ubc00\ub3c4 \ud5a5\uc0c1<\/li>\n<li class=\"toc-level-3\">4.2.5 ESG \uc5f0\uacc4 \uae08\uc735\uc5d0 \ub530\ub978 OEM\uc758 \ucf54\ubc1c\ud2b8 \ud504\ub9ac \uc591\uadf9\uc7ac \ucd94\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc9c0\uc5ed \uc591\uadf9\uc7ac \uae30\uac00\ud329\ud1a0\ub9ac\ub97c \ub9cc\ub4dc\ub294 \ud604\uc9c0\ud654 \uc758\ubb34<\/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 \ub9ac\ud2ac, \ub2c8\ucf08 \ubc0f \ucf54\ubc1c\ud2b8 \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.2 \uacf5\uae09\ub9dd \uc911\ub2e8 \ubc0f \uc9c0\uc815\ud559\uc801 \uc704\ud5d8<\/li>\n<li class=\"toc-level-3\">4.3.3 \ucd94\uc801 \uac00\ub2a5\ud55c \uc6d0\uc790\uc7ac \uccb4\uc778\uc5d0 \ub300\ud55c ESG \uac10\uc0ac \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.4 \uace0\ub9dd\uac04 \uc591\uadf9\uc7ac \uc548\uc815\uc131\uc758 \uae30\uc220\uc801 \ub09c\uad00<\/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<li class=\"toc-level-2\">4.8 \ud22c\uc790 \ubc0f \uc790\uae08 \uc870\ub2ec \ubd84\uc11d<\/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 \uc7ac\ub8cc \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub9ac\ud2ac \ub2c8\ucf08 \ub9dd\uac04 \ucf54\ubc1c\ud2b8 \uc0b0\ud654\ubb3c \ubd84\ub9d0<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub9ac\ud2ac \ucf54\ubc1c\ud2b8 \uc0b0\ud654\ubb3c \ubd84\ub9d0<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub9ac\ud2ac \uc778\uc0b0\ucca0 \ubd84\ub9d0<\/li>\n<li class=\"toc-level-3\">5.1.4 \ub9ac\ud2ac \ub9dd\uac04 \uc0b0\ud654\ubb3c \ubd84\ub9d0<\/li>\n<li class=\"toc-level-3\">5.1.5 \uace0\uc21c\ub3c4 \uc804\uad6c\uccb4 \ubc0f \ub2e8\uacb0\uc815 \ubd84\ub9d0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc140 \ud615\uc2dd\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 \ucc28\ub7c9 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc2b9\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.2 \uacbd\uc0c1\uc6a9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc911\ud615 \ubc0f \ub300\ud615 \ud2b8\ub7ed<\/li>\n<li class=\"toc-level-3\">5.3.4 \ubc84\uc2a4 \ubc0f \ucf54\uce58<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc774\ub95c \ubc0f \uc0bc\ub95c\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.6 \ube44\ub3c4\ub85c\uc6a9 \ubc0f \ud2b9\uc218 \uc804\uae30\ucc28<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.4.2.6 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.2.7 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.8 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \ud638\uc8fc \ubc0f \ub274\uc9c8\ub79c\ub4dc<\/li>\n<li class=\"toc-level-4\">5.4.3.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \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(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \ub3d9\ud5a5 \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Umicore<\/li>\n<li class=\"toc-level-3\">6.4.2 BASF SE<\/li>\n<li class=\"toc-level-3\">6.4.3 CATL (Contemporary Amperex Technology)<\/li>\n<li class=\"toc-level-3\">6.4.4 LG Energy Solution<\/li>\n<li class=\"toc-level-3\">6.4.5 Samsung SDI<\/li>\n<li class=\"toc-level-3\">6.4.6 SK On<\/li>\n<li class=\"toc-level-3\">6.4.7 POSCO Future M<\/li>\n<li class=\"toc-level-3\">6.4.8 Sumitomo Metal Mining Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 Zhejiang Huayou Cobalt Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 Hunan Shanshan Energy<\/li>\n<li class=\"toc-level-3\">6.4.11 Pulead Technology<\/li>\n<li class=\"toc-level-3\">6.4.12 Mitsui Mining &amp; Smelting<\/li>\n<li class=\"toc-level-3\">6.4.13 Johnson Matthey PLC<\/li>\n<li class=\"toc-level-3\">6.4.14 Nichia Corporation<\/li>\n<li class=\"toc-level-3\">6.4.15 Mitsubishi Chemical Group Corporation<\/li>\n<li class=\"toc-level-3\">6.4.16 Panasonic Energy Co.<\/li>\n<li class=\"toc-level-3\">6.4.17 Toshiba Corporation<\/li>\n<li class=\"toc-level-3\">6.4.18 EVE Energy Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 NEI Corporation<\/li>\n<li class=\"toc-level-3\">6.4.20 3M Company<\/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>\uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac \uc2dc\uc7a5 \uac1c\uc694 \ubcf4\uace0\uc11c \uc694\uc57d (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 2021\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc744 \ubd84\uc11d\ud558\uba70, 2026\ub144 333\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 656\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc5f0\ud3c9\uade0 14.52%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud569\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \uaf3d\ud788\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc804\uae30\ucc28 \uc0dd\uc0b0\ub7c9 \uc99d\uac00, \ub9ac\ud2ac-\uc778\uc0b0\ucca0(LFP) \ubc0f \uace0\ub2c8\ucf08 \uc591\uadf9\uc7ac \uac04\uc758 \ud654\ud559\uc801 \ub2e4\uc591\ud654, \ubd81\ubbf8 \ubc0f \uc720\ub7fd\uc758 \ud604\uc9c0\ud654 \uc815\ucc45 \ub4f1\uc5d0 \ud798\uc785\uc740 \ubc14 \ud07d\ub2c8\ub2e4. \ud604\uc7ac\ub294 \uac01\ud615 \uc140\uc774 \uc9c0\ubc30\uc801\uc774\uc9c0\ub9cc, \ud30c\uc6b0\uce58\ud615 \uc140\uc774 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc5ec\uc804\ud788 \ub9e4\ucd9c \uc120\ub450\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\ub098 \uc778\ub3c4 \ubc0f \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \uc774\ub95c\ucc28 \ubc0f \uc0bc\ub95c\ucc28 \uc2dc\uc7a5\uc774 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8\uc640 \uc720\ub7fd\uc758 \uaddc\uc81c \uc778\uc13c\ud2f0\ube0c\ub294 \uc9c0\uc5ed \ub0b4 \uc804\uad6c\uccb4 \uc7ac\ub8cc \uc870\ub2ec\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \ubcf4\uace0\uc11c \ub0b4\uc6a9 \uc694\uc57d<\/p>\n<p>*   \uc7ac\ub8cc \uc720\ud615\ubcc4: \ub9ac\ud2ac \ub2c8\ucf08 \ub9dd\uac04 \ucf54\ubc1c\ud2b8 \uc0b0\ud654\ubb3c(NMC)\uc774 2025\ub144 \ub9e4\ucd9c\uc758 43.80%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ub2e8\uacb0\uc815 \ubc0f \uae30\ud0c0 \uace0\uc21c\ub3c4 \uc591\uadf9\uc7ac\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 18.95%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc140 \ud615\uc2dd\ubcc4: \uac01\ud615 \ub514\uc790\uc778\uc774 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 49.40%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \ud30c\uc6b0\uce58\ud615 \uc544\ud0a4\ud14d\ucc98\ub294 2031\ub144\uae4c\uc9c0 21.05%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \ube60\ub974\uac8c \ubc1c\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9 \uc720\ud615\ubcc4: \uc2b9\uc6a9\ucc28\uac00 2025\ub144 \uc218\uc694\uc758 71.60%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uc774\ub95c\ucc28 \ubc0f \uc0bc\ub95c\ucc28\ub294 \uc5f0\ud3c9\uade0 27.4%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud558\uba70 \uc870\ub2ec \ud328\ud134\uc744 \uc7ac\ud3b8\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c\uc758 50.20%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \ubd81\ubbf8\uc640 \uc720\ub7fd\uc740 Section 45X \ubc0f \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(Critical Raw Materials Act) \uc778\uc13c\ud2f0\ube0c\ub85c \uc778\ud574 \ud604\uc9c0 \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124\uc774 \ud65c\ubc1c\ud574\uc9c0\uba74\uc11c \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uc694 \uae30\uc5c5: CATL, LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \uc0bc\uc131SDI, SK\uc628, Umicore\uac00 2025\ub144 \ub9e4\ucd9c\uc758 \uc57d 67.6%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\uac00 \uc911\uac04 \uc218\uc900\uc784\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\uc778:<\/p>\n<p>1.  \uc804 \uc138\uacc4 \uc804\uae30\ucc28 \uc0dd\uc0b0\ub7c9 \uae09\uc99d: 2024\ub144 1,400\ub9cc \ub300\ub97c \ub118\uc5b4\uc130\uace0 2030\ub144\uc5d0\ub294 4,000\ub9cc \ub300\ub97c \ucd08\uacfc\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 2025\ub144 \uae30\uc900 180\ub9cc \ud1a4 \uaddc\ubaa8\uc758 \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc744 \ud615\uc131\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 \ub300\uaddc\ubaa8 \uc140 \uc870\ub9bd \uae30\ubc18\uc740 \uc18c\uc218\uc758 1\ucc28 \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc870\ub2ec\uc744 \uc9d1\uc911\uc2dc\ucf1c \uac00\uaca9 \ud611\uc0c1\ub825\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n2.  \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d \ubc0f \uaddc\ubaa8\uc758 \uacbd\uc81c: \uc0dd\uc0b0\ub7c9 \uc99d\uac00\uc5d0 \ub530\ub978 \ube44\uc6a9 \uc808\uac10\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n3.  \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f \uc81c\uc870 \ubcf4\uc870\uae08: \ubd81\ubbf8, \uc720\ub7fd, \uc778\ub3c4, \uc911\uad6d \ub4f1\uc9c0\uc5d0\uc11c \uc815\ucc45\uc801 \uc9c0\uc6d0\uc774 \ud65c\ubc1c\ud569\ub2c8\ub2e4.<br \/>\n4.  \uace0\ub2c8\ucf08 \uc591\uadf9\uc7ac \uae30\uc220 \ubc1c\uc804: 2024\ub144 \uace0\ub2c8\ucf08 \uc591\uadf9\uc7ac\ub294 \uc140 \uc218\uc900\uc5d0\uc11c 280Wh\/kg \uc774\uc0c1\uc758 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\uc5ec \ud504\ub9ac\ubbf8\uc5c4 \uc2b9\uc6a9\ucc28\uc758 \uc8fc\ud589 \uac70\ub9ac\ub97c 500km \uc774\uc0c1\uc73c\ub85c \ub298\ub838\uc2b5\ub2c8\ub2e4. LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc758 NCMA\ub294 \ucf54\ubc1c\ud2b8 \ud568\ub7c9\uc744 5% \ubbf8\ub9cc\uc73c\ub85c \ub0ae\ucd94\uba74\uc11c\ub3c4 \uc5f4 \uc548\uc815\uc131\uc744 \uc720\uc9c0\ud588\uc73c\uba70, BASF\uc640 LG\ub294 \ub2e8\uacb0\uc815 NMC-90 \ub77c\uc778\uc744 \ud1b5\ud574 \uc218\uba85\uc744 15\ub144\uc73c\ub85c \uc5f0\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uace0\uc628\uc5d0\uc11c\uc758 \uc0b0\uc18c \ubc29\ucd9c \uc704\ud5d8\uacfc \ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c(BMS) \ucd94\uac00 \ube44\uc6a9\uc73c\ub85c \uc778\ud574 \uace0\uae09 \uc138\uadf8\uba3c\ud2b8\uc5d0 \uc9d1\uc911\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n5.  ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uc5f0\uacc4 \uae08\uc735\uc73c\ub85c \uc778\ud55c \ucf54\ubc1c\ud2b8 \ud504\ub9ac \uc591\uadf9\uc7ac\uc5d0 \ub300\ud55c OEM\uc758 \uc694\uad6c \uc99d\uac00: \uc720\ub7fd \ub300\ucd9c \uae30\uad00\ub4e4\uc740 2024\ub144 \uc790\ub3d9\ucc28 \ubd80\ucc44 \ubc1c\ud589\uc561 220\uc5b5 \ub2ec\ub7ec\ub97c \ucf54\ubc1c\ud2b8 \ucd94\uc801\uc131 \uc9c0\ud45c\uc640 \uc5f0\uacc4\ud558\uc5ec \ucf54\ubc1c\ud2b8 \ud504\ub9ac \ud654\ud559\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. CATL\uc740 \ub9dd\uac04\uc774 \ud48d\ubd80\ud55c M3P \uc591\uadf9\uc7ac\ub97c \uc0c1\uc6a9\ud654\ud558\uc5ec \ud45c\uc900 LFP\ubcf4\ub2e4 15% \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \ub2ec\uc131\ud558\uba74\uc11c \ucf54\ubc1c\ud2b8 \ub178\ucd9c\uc744 \uc81c\uac70\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n6.  \uc9c0\uc5ed\ubcc4 \uc591\uadf9\uc7ac \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124\uc744 \ucd09\uc9c4\ud558\ub294 \ud604\uc9c0\ud654 \uc758\ubb34: \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 Section 45X\ub294 \uad6d\ub0b4 \uc81c\uc870 \uc591\uadf9\uc7ac\uc5d0 \ub300\ud574 kWh\ub2f9 10\ub2ec\ub7ec\uc758 \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uc5ec LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc774 \ud14c\ub124\uc2dc\uc5d0 32\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uacf5\uc7a5\uc744 \ucc29\uacf5\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc758 \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95\uc740 2030\ub144\uae4c\uc9c0 40%\uc758 \uac00\uacf5 \uc694\uac74\uc744 \uc124\uc815\ud588\uc73c\uba70, \uc778\ub3c4\uc758 \uc0dd\uc0b0 \uc5f0\uacc4 \uc778\uc13c\ud2f0\ube0c \ud504\ub85c\uadf8\ub7a8\uc740 \ucca8\ub2e8 \ud654\ud559 \uc140\uc5d0 1,810\uc5b5 \ub8e8\ud53c\ub97c \ud560\ub2f9\ud558\uc5ec Reliance-LG \ud569\uc791 \ud22c\uc790\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\uc5ed \ud5c8\ube0c\ub294 \uc6b4\uc1a1 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uc9c0\ub9cc, \uc18c\ube44\uc790 \uc138\uc561 \uacf5\uc81c\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uace0 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc758 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc744 \ud5e4\uc9c0\ud558\ub294 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc131\uc7a5 \uc800\ud574 \uc694\uc778:<\/p>\n<p>1.  \ub9ac\ud2ac, \ub2c8\ucf08, \ucf54\ubc1c\ud2b8 \uac00\uaca9\uc758 \ubcc0\ub3d9\uc131: \ubc30\ud130\ub9ac \ub4f1\uae09 \ud0c4\uc0b0\ub9ac\ud2ac \uac00\uaca9\uc740 2022\ub144 \ub9d0 \ud1a4\ub2f9 8\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2024\ub144 12\uc6d4 1\ub9cc 2,500\ub2ec\ub7ec\ub85c \uae09\ub77d\ud558\ub294 \ub4f1 \uae09\uaca9\ud55c \ubcc0\ub3d9\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc740 \uc591\uadf9\uc7ac \uc81c\uc870\uc5c5\uccb4\uc758 \ucd1d \ub9c8\uc9c4\uc744 \uc555\ubc15\ud558\uace0 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc640\uc758 \ubd84\uae30\ubcc4 \ud611\uc0c1\uc744 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<br \/>\n2.  \uacf5\uae09\ub9dd \uc911\ub2e8 \ubc0f \uc9c0\uc815\ud559\uc801 \uc704\ud5d8: \uc911\uad6d\uc740 2024\ub144 \uc804 \uc138\uacc4 \ub9ac\ud2ac\uc758 75%, \ub2c8\ucf08 \ud669\uc0b0\uc5fc\uc758 68%, \ucf54\ubc1c\ud2b8\uc758 72%\ub97c \uc815\uc81c\ud558\uc5ec \uc11c\uad6c \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc5d0 \ucde8\uc57d\uc810\uc744 \ub9cc\ub4e4\uc5c8\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc758 &#8216;\uc6b0\ub824 \uc678\uad6d \uae30\uc5c5(foreign-entity-of-concern)&#8217; \uaddc\uc815\uc740 \uc911\uad6d\uc0b0 \ubc30\ud130\ub9ac \uc7ac\ub8cc\uac00 \ud3ec\ud568\ub41c \ucc28\ub7c9\uc5d0 \ub300\ud55c \uc18c\ube44\uc790 \uc138\uc561 \uacf5\uc81c\ub97c \ucc28\ub2e8\ud558\uc5ec \uacf5\uae09\ub9dd \uc7ac\ud3b8\uc73c\ub85c \uc778\ud55c \ubaa8\ub378 \ucd9c\uc2dc \uc9c0\uc5f0\uc744 \ucd08\ub798\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \ubbf8\uac00\uacf5 \ub2c8\ucf08 \uad11\uc11d \uc218\ucd9c \uae08\uc9c0 \uc870\uce58\uc640 \ud64d\ud574 \ud574\uc0c1 \uc6b4\uc1a1 \uc911\ub2e8 \ub610\ud55c \uacf5\uae09\ub9dd\uc5d0 \uc601\ud5a5\uc744 \ubbf8\ucce4\uc2b5\ub2c8\ub2e4.<br \/>\n3.  \uc6d0\uc790\uc7ac \ucd94\uc801\uc131\uc744 \uc704\ud55c ESG \uac10\uc0ac \ube44\uc6a9: \uc720\ub7fd\uacfc \ubd81\ubbf8\uc5d0\uc11c \uc6d0\uc790\uc7ac \ucd94\uc801\uc131\uc5d0 \ub300\ud55c \uc694\uad6c\uac00 \uc99d\uac00\ud558\uba74\uc11c \uad00\ub828 \uac10\uc0ac \ube44\uc6a9\uc774 \ubc1c\uc0dd\ud569\ub2c8\ub2e4.<br \/>\n4.  \uace0\ub9dd\uac04 \uc591\uadf9\uc7ac \uc548\uc815\uc131\uc758 \uae30\uc220\uc801 \ub09c\uad00: \uace0\ub9dd\uac04 \uc591\uadf9\uc7ac\uc758 \uc0c1\uc6a9\ud654\ub97c \uc704\ud55c \uae30\uc220\uc801 \uacfc\uc81c\uac00 \ub0a8\uc544\uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc7ac\ub8cc \uc720\ud615\ubcc4: NMC\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uc2b9\uc6a9\ucc28 \uc2dc\uc7a5\uc744 \uc7a5\uc545\ud558\uace0 \uc788\uc73c\uba70, \ub2e8\uacb0\uc815 NMC\ub294 \uacb0\uc815\ub9bd\uacc4\ub97c \uc81c\uac70\ud558\uc5ec \uc0ac\uc774\ud074 \uc218\uba85\uc744 \uc5f0\uc7a5\ud558\uace0 \uc784\ud53c\ub358\uc2a4 \uc0c1\uc2b9\uc744 \uc904\uc785\ub2c8\ub2e4. LFP\ub294 BYD\uc758 \ube14\ub808\uc774\ub4dc \ubc30\ud130\ub9ac \ube44\uc6a9 \uc6b0\uc704\uc640 \ub0ae\uc740 ESG \uc704\ud5d8 \ub355\ubd84\uc5d0 \uc911\uad6d \uc2b9\uc6a9\ucc28 \uc2dc\uc7a5\uc5d0\uc11c \uac15\uc138\ub97c \ubcf4\uc785\ub2c8\ub2e4. \uc720\ub7fd\uc758 \ubc30\ud130\ub9ac \uaddc\uc81c\uac00 2026\ub144\uae4c\uc9c0 \ud0c4\uc18c \ubc1c\uc790\uad6d \ub77c\ubca8\uc744 \ub3c4\uc785\ud568\uc5d0 \ub530\ub77c LFP\uc758 \ub0ae\uc740 \ub0b4\uc7ac \uc5d0\ub108\uc9c0\ub294 \uaddc\uc81c \uc900\uc218 \uc6b0\uc704\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \uc140 \ud615\uc2dd\ubcc4: \uac01\ud615 \uc140\uc740 \uc81c\uc870 \ub2e8\uc21c\uc131\uc744 \uc911\uc2dc\ud558\ub294 \uc911\uad6d OEM \ud50c\ub7ab\ud3fc\uc5d0 \ud798\uc785\uc5b4 \uc9c0\ubc30\uc801\uc785\ub2c8\ub2e4. \ud30c\uc6b0\uce58\ud615 \uc140\uc740 \uc11c\uad6c \ubc0f \ud55c\uad6d \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ubaa8\ub4c8 \ud558\uc6b0\uc9d5\uc744 \uc81c\uac70\ud558\uace0 \ubc30\ud130\ub9ac\ub97c\ucc28\ub7c9 \uad6c\uc870\uc5d0 \uc9c1\uc811 \ud1b5\ud569\ud558\uc5ec \uacf5\uac04 \ud65c\uc6a9\ub3c4\ub97c \ub192\uc774\ub294 \ub370 \ud65c\uc6a9\ud569\ub2c8\ub2e4. \uc6d0\ud1b5\ud615 \uc140\uc740 \ud14c\uc2ac\ub77c\uc758 4680 \uc140\uacfc \uac19\uc740 \ud601\uc2e0\uc744 \ud1b5\ud574 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uc640 \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud558\uba70 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: \uc2b9\uc6a9\ucc28 \ubd80\ubb38\uc740 \uc804\uae30\ucc28(EV) \ud310\ub9e4 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9 \ubd80\ubb38\uc740 \ubb3c\ub958 \ubc0f \uc6b4\uc1a1 \uc0b0\uc5c5\uc758 \uc804\ub3d9\ud654 \ucd94\uc138\uc5d0 \ub530\ub77c \uafb8\uc900\ud788 \uc131\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \ub3c4\uc2dc \ubc30\uc1a1 \ucc28\ub7c9\uacfc \ubc84\uc2a4\uc5d0\uc11c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uc911\uad6d\uc740 \uc138\uacc4 \ucd5c\ub300\uc758 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc774\uc790 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \uae30\uc9c0\ub85c\uc11c \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc815\ubd80\uc758 \uac15\ub825\ud55c \uc9c0\uc6d0 \uc815\ucc45, \ub300\uaddc\ubaa8 \uc0dd\uc0b0 \ub2a5\ub825, \uadf8\ub9ac\uace0 BYD\uc640 CATL \uac19\uc740 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc874\uc7ac\uac00 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4. \ud55c\uad6d\uacfc \uc77c\ubcf8\uc740 \uae30\uc220 \ud601\uc2e0\uacfc \uace0\uc131\ub2a5 \ubc30\ud130\ub9ac \uac1c\ubc1c\uc5d0 \uc9d1\uc911\ud558\uba70 \ud504\ub9ac\ubbf8\uc5c4 \uc2dc\uc7a5\uc5d0\uc11c \uacbd\uc7c1\ub825\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc720\ub7fd\uc740 \uc5c4\uaca9\ud55c \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c\uc640 \uc804\uae30\ucc28 \ubcf4\uc870\uae08 \uc815\ucc45\uc5d0 \ud798\uc785\uc5b4 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \ub3c5\uc77c, \ud504\ub791\uc2a4, \ub178\ub974\uc6e8\uc774 \ub4f1 \uc8fc\uc694 \uad6d\uac00\ub4e4\uc774 \uc804\uae30\ucc28 \uc804\ud658\uc744 \uc801\uadf9\uc801\uc73c\ub85c \ucd94\uc9c4\ud558\uace0 \uc788\uc73c\uba70, \ud604\uc9c0 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc704\ud55c \ud22c\uc790\ub3c4 \ud65c\ubc1c\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \ubbf8\uad6d\uc740 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uacfc \uac19\uc740 \uc815\ucc45\uc744 \ud1b5\ud574 \uc804\uae30\ucc28 \ubc0f \ubc30\ud130\ub9ac \uc0b0\uc5c5\uc758 \uad6d\ub0b4 \uc0dd\uc0b0\uc744 \uc7a5\ub824\ud558\uba70 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc640 \uac19\uc740 \uc8fc\uc694 \uc804\uae30\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc2dc\uc7a5\uc744 \uc774\ub04c\uace0 \uc788\uc73c\uba70, \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc758 \ud604\uc9c0\ud654\ub97c \uc704\ud55c \ud22c\uc790\uac00 \ud65c\ubc1c\ud788 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\ud0c0 \uc9c0\uc5ed: \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub294 \uc544\uc9c1 \ucd08\uae30 \ub2e8\uacc4\uc774\uc9c0\ub9cc, \uc804\uae30\ucc28 \ucc44\ud0dd\ub960 \uc99d\uac00\uc640 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \uc218\uc694\uc5d0 \ub530\ub77c \uc7a0\uc7ac\uc801\uc778 \uc131\uc7a5 \uae30\ud68c\ub97c \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uae00\ub85c\ubc8c \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc740 \uc18c\uc218\uc758 \ub300\ud615 \uae30\uc5c5\ub4e4\uc774 \uc9c0\ubc30\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub4e4\uc740 \uae30\uc220 \ud601\uc2e0, \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5, \uadf8\ub9ac\uace0 \uacf5\uae09\ub9dd \ud1b5\ud569\uc744 \ud1b5\ud574 \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   CATL (Contemporary Amperex Technology Co. Limited): \uc138\uacc4 \ucd5c\ub300\uc758 \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4 \uc911 \ud558\ub098\ub85c, \ub2e4\uc591\ud55c \uc591\uadf9\uc7ac \uc720\ud615\uc744 \uc0ac\uc6a9\ud55c \ubc30\ud130\ub9ac\ub97c \uc0dd\uc0b0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 LFP \ubc30\ud130\ub9ac \uae30\uc220\uc5d0\uc11c \uac15\uc810\uc744 \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158: \uace0\uc131\ub2a5 NMC \uc591\uadf9\uc7ac \uae30\ubc18\uc758 \ubc30\ud130\ub9ac \uae30\uc220\uc744 \uc120\ub3c4\ud558\uba70, \uc8fc\ub85c \ud504\ub9ac\ubbf8\uc5c4 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc5d0 \uacf5\uae09\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 OEM\ub4e4\uacfc\uc758 \uac15\ub825\ud55c \ud30c\ud2b8\ub108\uc2ed\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   SK \uc628: \uace0\ub2c8\ucf08 NMC \ubc30\ud130\ub9ac \uae30\uc220\uc5d0 \uc9d1\uc911\ud558\uba70, \ube60\ub978 \ucda9\uc804 \uc18d\ub3c4\uc640 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uac15\uc810\uc73c\ub85c \ub0b4\uc138\uc6b0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uacfc \uc720\ub7fd \uc2dc\uc7a5\uc5d0\uc11c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc0bc\uc131SDI: \uace0\uc5d0\ub108\uc9c0 \ubc00\ub3c4 \ubc0f \uc7a5\uc218\uba85 \ubc30\ud130\ub9ac \uac1c\ubc1c\uc5d0 \uc8fc\ub825\ud558\uba70, \ud2b9\ud788 \uac01\ud615 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0\uc11c \uacbd\uc7c1\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uace0\uccb4 \ubc30\ud130\ub9ac \ub4f1 \ucc28\uc138\ub300 \uae30\uc220 \uac1c\ubc1c\uc5d0\ub3c4 \uc801\uadf9\uc801\uc785\ub2c8\ub2e4.<br \/>\n*   BYD: LFP \ube14\ub808\uc774\ub4dc \ubc30\ud130\ub9ac \uae30\uc220\uc744 \ud1b5\ud574 \ube44\uc6a9 \ud6a8\uc728\uc131\uacfc \uc548\uc804\uc131\uc744 \ud655\ubcf4\ud558\uba70, \uc911\uad6d \ub0b4\uc218 \uc2dc\uc7a5\ubfd0\ub9cc \uc544\ub2c8\ub77c \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 \uc601\ud5a5\ub825\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc9c1 \ud1b5\ud569\ub41c \uc0dd\uc0b0 \uc2dc\uc2a4\ud15c\uc774 \uac15\uc810\uc785\ub2c8\ub2e4.<br \/>\n*   \ud30c\ub098\uc18c\ub2c9: \ud14c\uc2ac\ub77c\uc758 \uc8fc\uc694 \ubc30\ud130\ub9ac \uacf5\uae09\uc5c5\uccb4 \uc911 \ud558\ub098\ub85c, \uc6d0\ud1b5\ud615 \ubc30\ud130\ub9ac \uae30\uc220\uc5d0\uc11c \uac15\uc810\uc744 \ubcf4\uc785\ub2c8\ub2e4. \ud2b9\ud788 4680 \uc140\uacfc \uac19\uc740 \ucc28\uc138\ub300 \uc6d0\ud1b5\ud615 \ubc30\ud130\ub9ac \uac1c\ubc1c\uc5d0 \uc801\uadf9\uc801\uc73c\ub85c \ucc38\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc5d0\ucf54\ud504\ub85c\ube44\uc5e0: \uace0\ub2c8\ucf08 \uc591\uadf9\uc7ac \ubd84\uc57c\uc758 \uc120\ub450 \uc8fc\uc790 \uc911 \ud558\ub098\ub85c, LG \uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \uc0bc\uc131SDI \ub4f1 \uc8fc\uc694 \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\uc5d0 \uc591\uadf9\uc7ac\ub97c \uacf5\uae09\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220\ub825\uacfc \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ubc14\ud0d5\uc73c\ub85c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0: \uc591\uadf9\uc7ac\uc640 \uc74c\uadf9\uc7ac\ub97c \ubaa8\ub450 \uc0dd\uc0b0\ud558\ub294 \uc720\uc77c\ud55c \uad6d\ub0b4 \uae30\uc5c5\uc73c\ub85c, \uc548\uc815\uc801\uc778 \uc6d0\ub8cc \uc218\uae09\uacfc \uae30\uc220\ub825\uc744 \ubc14\ud0d5\uc73c\ub85c \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0\uc11c \uacbd\uc7c1\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ud558\uc774\ub2c8\ucf08 \uc591\uadf9\uc7ac \uac1c\ubc1c\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ubbf8\ucf54\uc544 (Umicore): \ubca8\uae30\uc5d0 \uae30\ubc18\uc758 \uae00\ub85c\ubc8c \uc18c\uc7ac \uae30\uc5c5\uc73c\ub85c, \ub2e4\uc591\ud55c \uc591\uadf9\uc7ac \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubcf4\uc720\ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \uc720\ub7fd \uc2dc\uc7a5\uc5d0\uc11c \uac15\ub825\ud55c \uc785\uc9c0\ub97c \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc18d \uac00\ub2a5\ud55c \uacf5\uae09\ub9dd \uad6c\ucd95\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4.<br \/>\n*   \ubc14\uc2a4\ud504 (BASF): \ub3c5\uc77c\uc758 \ud654\ud559 \uae30\uc5c5\uc73c\ub85c, \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc5d0 \uc9c4\ucd9c\ud558\uc5ec \uace0\uc131\ub2a5 \uc591\uadf9\uc7ac \uc18c\uc7ac \uac1c\ubc1c\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc720\ub7fd \ub0b4 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub4e4 \uae30\uc5c5\uc740 \uc5f0\uad6c \uac1c\ubc1c \ud22c\uc790, \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300, \uc804\ub7b5\uc801 \uc81c\ud734 \ubc0f \ud569\ubcd1\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uc785\uc9c0\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc6d0\uc790\uc7ac \ud655\ubcf4\uc640 \uacf5\uae09\ub9dd \uc548\uc815\ud654\ub294 \uacbd\uc7c1\ub825 \uc720\uc9c0\ub97c \uc704\ud55c \ud575\uc2ec \uc694\uc18c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uacb0\ub860 \ubc0f \uc804\ub9dd<\/p>\n<p>\uae00\ub85c\ubc8c \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc740 \uc804\uae30\ucc28 \uc0b0\uc5c5\uc758 \ud3ed\ubc1c\uc801\uc778 \uc131\uc7a5\uacfc \ud568\uaed8 \uc9c0\uc18d\uc801\uc73c\ub85c \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uae30\uc220 \ud601\uc2e0\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4, \uc548\uc804\uc131, \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \uac1c\uc120\ud558\ub294 \ubc29\ud5a5\uc73c\ub85c \uc9c4\ud589\ub420 \uac83\uc774\uba70, \ud2b9\ud788 \uace0\ub9dd\uac04 \uc591\uadf9\uc7ac\uc640 \uac19\uc740 \ucc28\uc138\ub300 \uc18c\uc7ac\uc758 \uc0c1\uc6a9\ud654\uac00 \uc8fc\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc815\ud559\uc801 \uc694\uc778, \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131, \uadf8\ub9ac\uace0 ESG \uaddc\uc81c \uac15\ud654\ub294 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc5d0\uac8c \ub3c4\uc804 \uacfc\uc81c\ub97c \uc81c\uc2dc\ud558\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \uc9c0\uc18d \uac00\ub2a5\ud55c \uacf5\uae09\ub9dd \uad6c\ucd95\uacfc \uae30\uc220 \uac1c\ubc1c\uc744 \uc704\ud55c \uae30\ud68c\ub97c \uc81c\uacf5\ud560 \uac83\uc785\ub2c8\ub2e4. \uac01 \uc9c0\uc5ed\ubcc4 \ud2b9\uc131\uacfc \uc815\ucc45 \ubcc0\ud654\uc5d0 \ub300\ud55c \uc774\ud574\ub294 \uc2dc\uc7a5 \uc9c4\ucd9c \ubc0f \ud655\uc7a5\uc744 \uc704\ud55c \ud544\uc218\uc801\uc778 \uc694\uc18c\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860\uc801\uc73c\ub85c, \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc740 \uc804\uae30\ucc28 \ud601\uba85\uc758 \ud575\uc2ec \ub3d9\ub825\uc73c\ub85c\uc11c \uc55e\uc73c\ub85c\ub3c4 \ub192\uc740 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \uc720\uc9c0\ud560 \uac83\uc774\uba70, \uae30\uc220 \ub9ac\ub354\uc2ed\uacfc \uc548\uc815\uc801\uc778 \uacf5\uae09\ub9dd\uc744 \ud655\ubcf4\ud55c \uae30\uc5c5\ub4e4\uc774 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc591\uadf9\uc7ac\ub294 \ubc30\ud130\ub9ac\uc758 \uc5d0\ub108\uc9c0 \ubc00\ub3c4, \ucd9c\ub825 \ubc00\ub3c4, \uc0ac\uc774\ud074 \uc218\uba85 \ubc0f \uc548\uc804\uc131\uc744 \ud3ec\ud568\ud55c \uc131\ub2a5 \ud2b9\uc131\uc744 \uacb0\uc815\ud558\ub294 \ub370 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 \uc2dc\uc7a5 \uac00\uc815 \ubc0f \uc815\uc758\ub97c \ud3ec\ud568\ud558\uba70, \uc7ac\ub8cc \uc720\ud615, \uc140 \ud615\uc2dd, \ucc28\ub7c9 \uc720\ud615 \ubc0f \uc9c0\ub9ac\uc801 \uc601\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694\uc5d0\uc11c\ub294 \uc8fc\uc694 \ub3d9\uc778\uacfc \uc81c\uc57d \uc694\uc778\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc804 \uc138\uacc4 EV \uc0dd\uc0b0\ub7c9 \uae09\uc99d, \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \ud1b5\ud55c \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d, \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f \uc81c\uc870 \ubcf4\uc870\uae08, \uace0\ub2c8\ucf08 NMC\/NCA \ud654\ud559\uc758 \uc5d0\ub108\uc9c0 \ubc00\ub3c4 \ud5a5\uc0c1, ESG \uc5f0\uacc4 \uae08\uc735\uc5d0 \ub530\ub978 OEM\uc758 \ucf54\ubc1c\ud2b8 \ud504\ub9ac \uc591\uadf9\uc7ac \ucd94\uc9c4, \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4 \uc591\uadf9\uc7ac \uae30\uac00\ud329\ud1a0\ub9ac \uad6c\ucd95\uc744 \uc704\ud55c \ud604\uc9c0\ud654 \uc758\ubb34\ud654 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ub9ac\ud2ac, \ub2c8\ucf08, \ucf54\ubc1c\ud2b8 \uac00\uaca9 \ubcc0\ub3d9\uc131, \uacf5\uae09\ub9dd \uc911\ub2e8 \ubc0f \uc9c0\uc815\ud559\uc801 \uc704\ud5d8, \ucd94\uc801 \uac00\ub2a5\ud55c \uc6d0\uc790\uc7ac \uccb4\uc778\uc5d0 \ub300\ud55c ESG \uac10\uc0ac \ube44\uc6a9, \uace0\ub9dd\uac04 \uc591\uadf9\uc7ac \uc548\uc815\uc131\uc758 \uae30\uc220\uc801 \ub09c\uad00 \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uacf5\uae09\ub9dd \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778(\uacf5\uae09\uc5c5\uccb4 \ubc0f \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825, \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \ub300\uccb4\uc7ac\uc758 \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4), \uadf8\ub9ac\uace0 \ud22c\uc790 \ubc0f \uc790\uae08 \uc870\ub2ec \ubd84\uc11d\uc744 \ud3ec\ud568\ud558\uc5ec \uc2dc\uc7a5\uc758 \ub2e4\uc591\ud55c \uce21\uba74\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ud0d0\uad6c\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc740 2026\ub144 333.7\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 656.2\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uace0\uc21c\ub3c4 \ub2e8\uacb0\uc815 NMC \ubc0f \uc720\uc0ac \ucca8\ub2e8 \ubd84\ub9d0\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\uac04 18.95%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654\ub294 \uc7ac\ub8cc \uc720\ud615\ubcc4(\ub9ac\ud2ac \ub2c8\ucf08 \ub9dd\uac04 \ucf54\ubc1c\ud2b8 \uc0b0\ud654\ubb3c, \ub9ac\ud2ac \ucf54\ubc1c\ud2b8 \uc0b0\ud654\ubb3c, \ub9ac\ud2ac \uc778\uc0b0\ucca0, \ub9ac\ud2ac \ub9dd\uac04 \uc0b0\ud654\ubb3c, \uace0\uc21c\ub3c4 \uc804\uad6c\uccb4 \ubc0f \ub2e8\uacb0\uc815 \ubd84\ub9d0), \uc140 \ud615\uc2dd\ubcc4(\uc6d0\ud1b5\ud615, \uac01\ud615, \ud30c\uc6b0\uce58\ud615), \ucc28\ub7c9 \uc720\ud615\ubcc4(\uc2b9\uc6a9\ucc28, \uacbd\uc0c1\uc6a9\ucc28, \uc911\ub300\ud615 \ud2b8\ub7ed, \ubc84\uc2a4 \ubc0f \ucf54\uce58, \uc774\ub95c \ubc0f \uc0bc\ub95c\ucc28, \uc624\ud504\ub85c\ub4dc \ubc0f \ud2b9\uc218 EV), \uadf8\ub9ac\uace0 \uc9c0\ub9ac\uc801 \uc601\uc5ed\ubcc4(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc774\ub8e8\uc5b4\uc838 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, M&#038;A, \ud30c\ud2b8\ub108\uc2ed \ub4f1 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud558\uba70, Umicore, BASF SE, CATL, LG Energy Solution, Samsung SDI, SK On, POSCO Future M \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc9c8\ubb38\uc5d0 \ub300\ud55c \ub2f5\ubcc0\uc744 \ud1b5\ud574, \uc11c\uad6c \ubc0f \ud55c\uad6d \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc9c8\ub7c9 \uac10\uc18c \ubc0f \uc5f4 \uc131\ub2a5 \ud5a5\uc0c1\uc744 \uc704\ud55c \uc140-\ud22c-\ud329 \ub808\uc774\uc544\uc6c3\uc5d0 \ud30c\uc6b0\uce58 \uc140\uc744 \uc120\ud638\ud558\uba70 \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc74c\uc774 \ud655\uc778\ub429\ub2c8\ub2e4. \ub610\ud55c, \ubbf8\uad6d Section 45X \ubc0f EU \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95\uacfc \uac19\uc740 \ud604\uc9c0\ud654 \uc815\ucc45\uc740 \ucd08\uae30 \ube44\uc6a9\uc744 8~12% \uc99d\uac00\uc2dc\ud0a4\uc9c0\ub9cc, \uc18c\ube44\uc790 \uc138\uc561 \uacf5\uc81c \ubc0f \uc9c0\uc815\ud559\uc801 \uc704\ud5d8 \ud5e4\uc9c0 \ud6a8\uacfc\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc778\ub3c4 \ubc0f \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \uae09\uc18d\ud55c \ub3c4\uc2dc \uc804\ucca0\ud654\ub294 \uc800\ub834\ud55c \ub9ac\ud2ac \uc778\uc0b0\ucca0(LFP) \ud654\ud559\uc744 \uc120\ud638\ud558\ub294 \uc18c\ud615 \ud329 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ubc1c\ud2b8 \ud504\ub9ac \uc591\uadf9\uc7ac \uc0c1\uc6a9 \uc0dd\uc0b0 \ubd84\uc57c\uc5d0\uc11c\ub294 CATL\uc758 M3P \ud654\ud559\uacfc SVOLT\uc758 NMx\uac00 \uc120\ub450 \uc8fc\uc790\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ud2b9\ud788 \ubbf8\uac1c\ucc99 \uc601\uc5ed \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \uc81c\uacf5\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-32268","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\/32268"}],"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=32268"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/32268\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=32268"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=32268"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=32268"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}