{"id":32484,"date":"2026-02-09T06:09:05","date_gmt":"2026-02-09T06:09:05","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/sodium-sulfur-battery-market-mordor\/"},"modified":"2026-09-11T17:03:10","modified_gmt":"2026-09-11T08:03:10","slug":"sodium-sulfur-battery-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/sodium-sulfur-battery-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub098\ud2b8\ub968 \ud669 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/sodium-sulfur-battery-market-1752761424622-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\/sodium-sulfur-battery-market-size-image-1758688877114.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 \uc7a5\uc2dc\uac04 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc785\ucc30\uc758 \ube60\ub978 \uad6c\ucd95 (6\uc2dc\uac04 \uc774\uc0c1)<\/li>\n<li class=\"toc-level-3\">4.2.2 4\uc2dc\uac04 \uc774\uc0c1 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \ub9ac\ud2ac \uc774\uc628 \ub300\ube44 $\/kWh \uac10\uc18c<\/li>\n<li class=\"toc-level-3\">4.2.3 \ube44\ub9ac\ud2ac \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ub300\ud55c \uc720\ub9ac\ud55c \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c (\uc608: \ubbf8\uad6d IRA \ubcf4\ub108\uc2a4 \ud06c\ub808\ub527)<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud0dc\ud48d\/\uc0b0\ubd88 \ucde8\uc57d \uc9c0\uc5ed\uc758 \uadf8\ub9ac\ub4dc \uac15\ud654 \ud544\uc694\uc131<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc0b0\uc5c5 \ubd80\uc0b0\ubb3c \ub098\ud2b8\ub968 \ubc0f \ud669 \ud750\ub984\uc73c\ub85c \uc778\ud55c \uc6d0\ub8cc \ube44\uc6a9 \uc808\uac10<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc720\ud734 \uc54c\ub8e8\ubbf8\ub098 \uc81c\ub828\uc18c \ubd80\uc9c0\ub97c NaS \ubaa8\ub4c8 \uacf5\uc7a5\uc73c\ub85c \uc6a9\ub3c4 \ubcc0\uacbd<\/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 \uace0\ubc00\ub3c4 \ub3c4\uc2dc \uc9c0\uc5ed\uc758 \uace0\uc628 \uc124\uce58\ub97c \uc81c\ud55c\ud558\ub294 \uc548\uc804 \uaddc\uc815<\/li>\n<li class=\"toc-level-3\">4.3.2 \u03b2-\uc54c\ub8e8\ubbf8\ub098 \uace0\uccb4 \uc804\ud574\uc9c8 \ud29c\ube0c\uc758 \ucde8\uc57d\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 LiFePO\u2084 \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ub300\uc548\uc758 \ube44\uc6a9 \uc808\uac10 \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc6a9\uc735\uc5fc \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \ubcf4\ud5d8 \uc778\uc218 \ubd80\uc871<\/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 \ubaa8\ub4c8 \ud3fc \ud329\ud130\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ucee8\ud14c\uc774\ub108\ud615 \ud50c\ub7ec\uadf8 \uc564 \ud50c\ub808\uc774<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub799 \uc7a5\ucc29\ud615 \ubaa8\ub4c8\uc2dd \uc7a5\uce58<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc6a9\ub7c9 \ubc94\uc704\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 100 kWh \ubbf8\ub9cc<\/li>\n<li class=\"toc-level-3\">5.2.2 100 ~ 500 kWh<\/li>\n<li class=\"toc-level-3\">5.2.3 500 kWh \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ubc30\ud130\ub9ac \uc628\ub3c4 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uace0\uc628 (300-350 \u00b0C) NaS<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc0c1\uc628 NaS<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc124\uce58 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uadf8\ub9ac\ub4dc \uaddc\ubaa8 (10 MWh \ucd08\uacfc)<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc0c1\uc5c5 \ubc0f \uc0b0\uc5c5\uc6a9 (0.5 ~ 10 MWh)<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc8fc\uac70\/\ucee4\ubba4\ub2c8\ud2f0 \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc (0.5 MWh \ubbf8\ub9cc)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc548\uc815\ud654<\/li>\n<li class=\"toc-level-3\">5.5.2 \ubc31\uc5c5 \uc804\uc6d0<\/li>\n<li class=\"toc-level-3\">5.5.3 \ubd80\ud558 \ud3c9\uc900\ud654 \ubc0f \ud53c\ud06c \uc250\uc774\ube59<\/li>\n<li class=\"toc-level-3\">5.5.4 \uad6d\ubc29 \ubc0f \uc6d0\uaca9 \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.6.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.6.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.6.2.5 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.6.2.6 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.6.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.6.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.6.5.3 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.5.4 \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 \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 NGK Insulators Ltd<\/li>\n<li class=\"toc-level-3\">6.4.2 BASF SE<\/li>\n<li class=\"toc-level-3\">6.4.3 Sumitomo Electric Industries Ltd<\/li>\n<li class=\"toc-level-3\">6.4.4 Mitsubishi Heavy Industries Ltd<\/li>\n<li class=\"toc-level-3\">6.4.5 HiNa Battery Technology Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.6 Contemporary Amperex Technology Ltd (CATL)<\/li>\n<li class=\"toc-level-3\">6.4.7 FZSoNick (FIAMM Energy Technology)<\/li>\n<li class=\"toc-level-3\">6.4.8 Hithium Energy Storage<\/li>\n<li class=\"toc-level-3\">6.4.9 Sharp Energy Solutions<\/li>\n<li class=\"toc-level-3\">6.4.10 China Datang Corp.<\/li>\n<li class=\"toc-level-3\">6.4.11 Tokyo Electric Power Company (TEPCO)<\/li>\n<li class=\"toc-level-3\">6.4.12 Wartsila Energy<\/li>\n<li class=\"toc-level-3\">6.4.13 Siemens AG<\/li>\n<li class=\"toc-level-3\">6.4.14 General Electric Vernova<\/li>\n<li class=\"toc-level-3\">6.4.15 Fluence Energy Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 Pacific Northwest National Laboratory (PNNL)<\/li>\n<li class=\"toc-level-3\">6.4.17 CATL HiNa Joint Venture<\/li>\n<li class=\"toc-level-3\">6.4.18 State Grid Corp. of China<\/li>\n<li class=\"toc-level-3\">6.4.19 Xcel Energy<\/li>\n<li class=\"toc-level-3\">6.4.20 EDF Renewables<\/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>\ub098\ud2b8\ub968-\ud669 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd<\/p>\n<p>\ub098\ud2b8\ub968-\ud669(NaS) \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2025\ub144 0.33\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144 1.12\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2025-2030\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 27.25%\uc758 \ub192\uc740 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c \uc815\ucc45\uc801 \uc778\uc13c\ud2f0\ube0c, \uadf8\ub9ac\ub4dc \uac15\ud654\uc758 \ud544\uc694\uc131, \uadf8\ub9ac\uace0 6\uc2dc\uac04\uc744 \ucd08\uacfc\ud558\ub294 \uc7a5\uc8fc\uae30 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc194\ub8e8\uc158\uc73c\ub85c\uc758 \uc804\ud658\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ud2f8\ub9ac\ud2f0 \uae30\uc5c5\ub4e4\uc740 \ub2e4\uc911 \uc2dc\uac04 \ubc29\uc804 \uc694\uad6c \uc0ac\ud56d\uc744 \uc704\ud574 \ub9ac\ud2ac \uc774\uc628 \uc2dc\uc2a4\ud15c\uc744 NaS \uc2dc\uc2a4\ud15c\uc73c\ub85c \ub300\uccb4\ud558\uace0 \uc788\uc73c\uba70, \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ud504\ub85c\uc81d\ud2b8 \uae30\uac04 \ub2e8\ucd95\uc744 \uc704\ud574 \ucee8\ud14c\uc774\ub108\ud615 \ubaa8\ub4c8\uc744 \ud45c\uc900\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4 \uc218\uc694\ub294 \uc77c\ubcf8\uc758 \ud655\uace0\ud55c NaS \uae30\ubc18\uc73c\ub85c \uc778\ud574 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\ub098, \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc774 \ube44\ub9ac\ud2ac \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ub300\ud55c \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uba74\uc11c \ubd81\ubbf8 \uc9c0\uc5ed\uc774 \ube60\ub974\uac8c \uaca9\ucc28\ub97c \uc881\ud788\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uacbd\uc7c1 \uac15\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc774\uba70, NGK Insulators\uac00 \uac15\ub825\ud55c \uc124\uce58 \uae30\ubc18\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc9c0\ub9cc, BASF\uc758 \uc0c8\ub85c\uc6b4 \ubaa8\ub4c8\uc740 20%\uc758 \ube44\uc6a9 \uc808\uac10\uc744 \uc8fc\uc7a5\ud558\uba70 \uc0c1\uc5c5 \ubc0f \uc0b0\uc5c5(C&#038;I) \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \ub354 \ub113\uc740 \ucc44\ud0dd\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 2. \uc2dc\uc7a5 \uc138\ubd84\ud654 \ubd84\uc11d<\/p>\n<p>\ub098\ud2b8\ub968-\ud669 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 \ub2e4\uc591\ud55c \ubaa8\ub4c8 \ud3fc \ud329\ud130, \uc6a9\ub7c9 \ubc94\uc704, \ubc30\ud130\ub9ac \uc628\ub3c4 \uc720\ud615, \uc124\uce58 \uc720\ud615, \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \ubaa8\ub4c8 \ud3fc \ud329\ud130\ubcc4:<br \/>\n    *   \ucee8\ud14c\uc774\ub108\ud615 \ud50c\ub7ec\uadf8 \uc564 \ud50c\ub808\uc774 \uc2dc\uc2a4\ud15c\uc740 2024\ub144 \ub098\ud2b8\ub968-\ud669 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 72.8%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5 \ud45c\uc900\ud654\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uacf5\uc7a5 \uc870\ub9bd \ubc0f ISO \uaddc\uaca9 \uc900\uc218\ub85c \uc6b4\uc1a1 \ubc0f \uc2dc\uc6b4\uc804\uc744 \uac04\uc18c\ud654\ud558\uace0, \uc5f4 \uad00\ub9ac \ubc0f \uc18c\ud654 \uc2dc\uc2a4\ud15c\uc744 \ud1b5\ud569\ud558\uc5ec \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ub9ac\ub4dc \ud0c0\uc784\uc744 \ub2e8\ucd95\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<br \/>\n    *   \ub799 \ub9c8\uc6b4\ud2b8\ud615 \ubaa8\ub4c8 \uc720\ub2db\uc740 2030\ub144\uae4c\uc9c0 31.5%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, C&#038;I \uace0\uac1d\ub4e4\uc774 \uae30\uc874 \uc7a5\ube44\uc2e4\uc5d0 \uc720\uc5f0\ud558\uac8c \ud1b5\ud569\ud560 \uc218 \uc788\ub294 \uc124\uacc4\ub97c \uc120\ud638\ud568\uc5d0 \ub530\ub77c \uc2dc\uc7a5 \ud655\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6a9\ub7c9 \ubc94\uc704\ubcc4:<br \/>\n    *   500 kWh \ucd08\uacfc \uc2dc\uc2a4\ud15c\uc740 2024\ub144 \ub098\ud2b8\ub968-\ud669 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8\uc758 61.2%\ub97c \ucc28\uc9c0\ud558\uba70 \ub300\uaddc\ubaa8 \uc720\ud2f8\ub9ac\ud2f0 \ud504\ub85c\uc81d\ud2b8\ub97c \uc911\uc2ec\uc73c\ub85c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   100-500 kWh \ubc94\uc704\ub294 2030\ub144\uae4c\uc9c0 37.6%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \ubd84\uc0b0\ud615 \uadf8\ub9ac\ub4dc \uac15\ud654 \ubc0f \uc0b0\uc5c5\uc6a9 \ubd80\ud558 \uc774\ub3d9(load-shifting) \ubc0f \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc \uc5ed\ud560\ub85c \ub2e4\ubcc0\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud130\ub9ac \uc628\ub3c4 \uc720\ud615\ubcc4:<br \/>\n    *   \uace0\uc628 NaS \uae30\uc220(300-350\u00b0C)\uc740 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 81.7%\ub97c \ucc28\uc9c0\ud558\uba70 20\ub144 \uc774\uc0c1\uc758 \uac80\uc99d\ub41c \uc2e4\uc801\uc744 \ubc14\ud0d5\uc73c\ub85c \uc720\ud2f8\ub9ac\ud2f0\uc758 \uc2e0\ub8b0\ub97c \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc0c1\uc628 NaS \ubcc0\ud615\uc740 2030\ub144\uae4c\uc9c0 32.8%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uace0\uccb4 \uc804\ud574\uc9c8 \uae30\uc220 \ubc1c\uc804\uc73c\ub85c \uc0c1\uc5c5\uc801 \uc900\ube44\uac00 \uc9c4\uc804\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0c1\uc628 \uc124\uacc4\uac00 \ub0b4\uad6c\uc131\uacfc \ube44\uc6a9 \uba74\uc5d0\uc11c \uace0\uc628 \uc2dc\uc2a4\ud15c\uacfc \ub3d9\ub4f1\ud574\uc9c4\ub2e4\uba74, \ud604\uc7ac \ud654\uc7ac \uaddc\uc815\uc73c\ub85c \uc81c\ud55c\ub41c \ub3c4\uc2dc \uc9c0\uc5ed \uc2dc\uc7a5\uc744 \uac1c\ucc99\ud560 \uc218 \uc788\uc744 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc124\uce58 \uc720\ud615\ubcc4:<br \/>\n    *   10 MWh \uc774\uc0c1\uc758 \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \ud504\ub85c\uc81d\ud2b8\ub294 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 59.4%\ub97c \ucc28\uc9c0\ud558\uba70 \uc815\ucc45 \uc8fc\ub3c4 \uc870\ub2ec \ubc0f \ub300\ub7c9 \uad6c\ub9e4\uc758 \uc774\uc810\uc744 \ub204\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   0.5-10 MWh \uaddc\ubaa8\uc758 C&#038;I \uc124\uce58\ub294 2030\ub144\uae4c\uc9c0 34.9%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70, \uacf5\uc7a5, \ub370\uc774\ud130 \uc13c\ud130, \ucea0\ud37c\uc2a4 \ub4f1\uc5d0\uc11c \ub514\uc824 \ubc1c\uc804\uae30 \uc5c6\uc774 \ub2e4\uc911 \uc2dc\uac04 \ubcf5\uc6d0\ub825\uc744 \ucd94\uad6c\ud558\ub294 \uc218\uc694\uc5d0 \uc758\ud574 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4:<br \/>\n    *   \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc548\uc815\ud654\ub294 2024\ub144 \uc804\uccb4 \uc218\uc694\uc758 45.9%\ub97c \ucc28\uc9c0\ud558\uba70 \ud48d\ub825 \ubc0f \ud0dc\uc591\uad11 \ubcc0\ub3d9\uc131 \uade0\ud615\uc744 \ub9de\ucd94\ub294 \ub370 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<br \/>\n    *   \ubd80\ud558 \ud3c9\uc900\ud654 \ubc0f \ud53c\ud06c \uc250\uc774\ube59\uc740 2030\ub144\uae4c\uc9c0 33.7%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud558\uba70 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ubc31\uc5c5 \uc804\ub825 \ubc0f \ubc29\uc704 \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc\ub294 \uc6d0\uaca9 \uc9c0\uc5ed\uc758 \uc911\uc694 \uc778\ud504\ub77c \uac00\ub3d9 \uc2dc\uac04\uc744 \ubcf4\uc7a5\ud558\ub294 \ub370 \uc0ac\uc6a9\ub418\uba70 \uafb8\uc900\ud55c \uc218\uc694\ub97c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4:<br \/>\n    *   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 2024\ub144 42.3%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\ub85c \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc73c\uba70, \uc77c\ubcf8\uc758 \uc131\uc219\ud55c \uc124\uce58 \uae30\ubc18\uacfc \uc911\uad6d\uc758 \uaddc\ubaa8 \ud655\ub300 \uc778\uc13c\ud2f0\ube0c\uac00 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud569\ub2c8\ub2e4.<br \/>\n    *   \ubd81\ubbf8\ub294 2030\ub144\uae4c\uc9c0 39.2%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc5f0\ubc29 \uc138\uc561 \uacf5\uc81c\uc640 \uc0b0\ubd88 \ubcf5\uc6d0\ub825 \uc758\ubb34\ud654\uac00 \uc8fc\uc694 \ub3d9\ub825\uc785\ub2c8\ub2e4.<br \/>\n    *   \uc720\ub7fd\uc740 \uc5d0\ub108\uc9c0 \uc548\ubcf4 \ubc0f \uc0b0\uc5c5 \ud0c8\ud0c4\uc18c\ud654\ub97c \uc911\uc2ec\uc73c\ub85c \uafb8\uc900\ud55c \uc131\uc7a5\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 3. \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825 (\uc131\uc7a5 \ub3d9\ub825)<\/p>\n<p>*   \uc7a5\uc8fc\uae30 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc785\ucc30\uc758 \uae09\uc99d (6\uc2dc\uac04 \uc774\uc0c1): \uc720\ud2f8\ub9ac\ud2f0 \uc870\ub2ec\uc774 6\uc2dc\uac04 \uc774\uc0c1 \ubc29\uc804\uc774 \uac00\ub2a5\ud55c \uc194\ub8e8\uc158\uc73c\ub85c \uc804\ud658\ub418\uba74\uc11c NaS \ubc30\ud130\ub9ac\uac00 \uc7a5\uc8fc\uae30 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ud504\ub85c\uc81d\ud2b8\uc758 \uc120\ud638 \uc635\uc158\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80\ub294 2030\ub144\uae4c\uc9c0 \uc7a5\uc8fc\uae30 \uc800\uc7a5 \ube44\uc6a9\uc744 90% \uc808\uac10\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, NaS \uc2dc\uc2a4\ud15c\uc740 kWh\ub2f9 0.280\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \uade0\ub4f1\ud654 \ube44\uc6a9(LCOE)\uc744 \uc81c\uacf5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   4\uc2dc\uac04 \uc774\uc0c1 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \ub9ac\ud2ac \uc774\uc628 \ub300\ube44 kWh\ub2f9 \ube44\uc6a9 \ud558\ub77d: BASF\uc758 \ucd5c\uc2e0 \ucee8\ud14c\uc774\ub108\ud615 NaS \ubaa8\ub4c8\uc740 \uc774\uc804 \ube44\uc6a9\uc5d0\uc11c 20%\ub97c \uc808\uac10\ud558\uc5ec kWh\ub2f9 250-300\ub2ec\ub7ec \ubc94\uc704\uc758 \uc2dc\uc2a4\ud15c \uac00\uaca9\uc73c\ub85c \ub9ac\ud2ac \uc778\uc0b0\ucca0(LFP) \uc81c\ud488\uacfc \uc9c1\uc811 \uacbd\uc7c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0b0\uc5c5 \ubd80\uc0b0\ubb3c\uc778 \ub098\ud2b8\ub968 \ubc0f \ud669\uc744 \ud65c\uc6a9\ud558\uc5ec \ubcc0\ub3d9\uc131\uc774 \ud070 \ub9ac\ud2ac \uac00\uaca9\uc5d0 \ub300\ud55c \ub178\ucd9c\uc744 \uc904\uc774\ub294 \uac83\ub3c4 \ube44\uc6a9 \uc808\uac10\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n*   \ube44\ub9ac\ud2ac \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ub300\ud55c \uc6b0\ud638\uc801\uc778 \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c: \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 \uad6d\ub0b4 \uc81c\uc870 \uc140\uc5d0 \ub300\ud574 kWh\ub2f9 \ucd5c\ub300 45\ub2ec\ub7ec\uc758 \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uba70, NaS \ubc30\ud130\ub9ac \uc0b0\uc5c5\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud569\ub2c8\ub2e4. \uc720\ub7fd\uc5f0\ud569 \ubc30\ud130\ub9ac \uaddc\uc815 \ub610\ud55c \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\ub97c \uc694\uad6c\ud558\uba70 NaS \uc124\uce58\uc5d0 \ub300\ud55c \uac1c\ubc1c\uc790\ub4e4\uc758 \uad00\uc2ec\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud0dc\ud48d\/\uc0b0\ubd88 \ucde8\uc57d \uc9c0\uc5ed\uc758 \uadf8\ub9ac\ub4dc \uac15\ud654 \ud544\uc694\uc131: \uadf9\uc2ec\ud55c \uae30\ud6c4\ub294 \uc7a5\uc8fc\uae30, \uc5f4\uc801\uc73c\ub85c \uacac\uace0\ud55c \uc800\uc7a5 \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. NaS \ud654\ud559\uc740 \ub9ac\ud2ac \uc774\uc628\uacfc \uad00\ub828\ub41c \uc5f4 \ud3ed\uc8fc \uc704\ud5d8\uc744 \ud53c\ud558\uace0 \uace0\uc628 \ud658\uacbd\uc5d0\uc11c \uc548\uc804\ud558\uac8c \uc791\ub3d9\ud560 \uc218 \uc788\uc5b4 \uc911\uc694 \uc778\ud504\ub77c\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4.<br \/>\n*   \uc0b0\uc5c5 \ubd80\uc0b0\ubb3c \ub098\ud2b8\ub968 \ubc0f \ud669 \ud750\ub984\uc73c\ub85c \uc778\ud55c \uc6d0\ub8cc \ube44\uc6a9 \uc808\uac10: \uc0b0\uc5c5 \ubd80\uc0b0\ubb3c\ub85c \uc5bb\uc5b4\uc9c0\ub294 \ub098\ud2b8\ub968 \ubc0f \ud669\uc740 NaS \ubc30\ud130\ub9ac\uc758 \uc6d0\ub8cc \ube44\uc6a9\uc744 \ub0ae\ucd94\ub294 \ub370 \uae30\uc5ec\ud558\uc5ec \uac00\uaca9 \uacbd\uc7c1\ub825\uc744 \ub192\uc785\ub2c8\ub2e4.<br \/>\n*   \uc720\ud734 \uc54c\ub8e8\ubbf8\ub098 \uc81c\ub828\uc18c \ubd80\uc9c0\ub97c NaS \ubaa8\ub4c8 \uacf5\uc7a5\uc73c\ub85c \uc7ac\ud65c\uc6a9: \ud638\uc8fc, \uc911\ub3d9, \ubd81\ubbf8 \ub4f1\uc9c0\uc5d0\uc11c \uc720\ud734 \uc54c\ub8e8\ubbf8\ub098 \uc81c\ub828\uc18c \ubd80\uc9c0\ub97c NaS \ubaa8\ub4c8 \uc0dd\uc0b0 \uacf5\uc7a5\uc73c\ub85c \uc804\ud658\ud558\ub294 \uac83\uc740 \uc0dd\uc0b0 \ud6a8\uc728\uc131\uc744 \ub192\uc774\uace0 \ube44\uc6a9\uc744 \uc808\uac10\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n<p># 4. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \ubc00\uc9d1\ub41c \ub3c4\uc2dc \uc9c0\uc5ed\uc758 \uace0\uc628 \uc124\uce58 \uc81c\ud55c \uc548\uc804 \uaddc\uc815: \ubbf8\uad6d 49 CFR 173.189\uc640 \uac19\uc740 \uaddc\uc815\uc740 \uc6a9\uc735\uc5fc \ubc30\ud130\ub9ac\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \uc6b4\uc1a1 \ubc0f \uc124\uce58 \uc870\uac74\uc744 \ubd80\uacfc\ud558\uc5ec \uc625\uc0c1 \ub610\ub294 \uc9c0\ud558\uc2e4 \uc124\uce58\ub97c \uc5b4\ub835\uac8c \ud569\ub2c8\ub2e4. \uc774\ub294 \ub3c4\uc2dc \uc9c0\uc5ed\uc5d0\uc11c NaS \ubc30\ud130\ub9ac \ucc44\ud0dd\uc744 \uc81c\ud55c\ud558\uba70, \uc0c1\uc628 \uc124\uacc4\uc758 \uc131\uc219\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<br \/>\n*   \u03b2-\uc54c\ub8e8\ubbf8\ub098 \uace0\uccb4 \uc804\ud574\uc9c8 \ud29c\ube0c\uc758 \ucde8\uc57d\uc131: \uae30\uacc4\uc801 \uade0\uc5f4 \ubc0f \ub374\ub4dc\ub77c\uc774\ud2b8 \uce68\ud22c\ub294 \uc8fc\uc694 \uace0\uc7a5 \ubaa8\ub4dc\ub85c \ub0a8\uc544 \uc788\uc73c\uba70, \uc5c4\uaca9\ud55c \ud488\uc9c8 \uad00\ub9ac\uc640 \uc2e0\ub8b0\uc131 \ud655\ubcf4\uac00 \uc911\uc694\ud569\ub2c8\ub2e4. \ubcf5\ud569 \uc804\ud574\uc9c8 \uc5f0\uad6c\uac00 \uc9c4\ud589 \uc911\uc774\uc9c0\ub9cc \uc0c1\uc5c5\uc801 \ucd9c\uc2dc\uae4c\uc9c0\ub294 \uc2dc\uac04\uc774 \uac78\ub9b4 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   LiFePO\u2084 \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ub300\uc548\uc758 \uac00\uc18d\ud654\ub41c \ube44\uc6a9 \uc808\uac10: \uacbd\uc7c1 \uae30\uc220\uc778 \ub9ac\ud2ac \uc778\uc0b0\ucca0(LFP) \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \uc9c0\uc18d\uc801\uc778 \ube44\uc6a9 \uc808\uac10\uc740 NaS \ubc30\ud130\ub9ac\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc5d0 \uc555\ub825\uc744 \uac00\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6a9\uc735\uc5fc \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \ubcf4\ud5d8 \uc778\uc218 \ubd80\uc871: \uc6a9\uc735\uc5fc \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \ubcf4\ud5d8 \uc778\uc218\uac00 \ubd80\uc871\ud55c \uac83\uc740 \ubd81\ubbf8 \ubc0f \uc720\ub7fd\uc758 \uaddc\uc81c \ud658\uacbd\uc5d0\uc11c \ubc30\ud3ec\ub97c \uc9c0\uc5f0\uc2dc\ud0a4\ub294 \uc694\uc778\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ub098\ud2b8\ub968-\ud669 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 NGK Insulators, BASF, W\u00e4rtsil\u00e4, Contemporary Amperex Technology Ltd (CATL), Mitsubishi Heavy Industries, Sumitomo Electric Industries Ltd \ub4f1 \uc18c\uc218\uc758 \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\ub294 \uc911\uac04 \uc218\uc900\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>*   NGK Insulators\ub294 250\uac1c \uc774\uc0c1\uc758 \uc6b4\uc601 \ud604\uc7a5\uacfc \ub3c5\uc810\uc801\uc778 \ubca0\ud0c0-\uc54c\ub8e8\ubbf8\ub098 \uc0dd\uc0b0 \ub178\ud558\uc6b0\ub97c \ubc14\ud0d5\uc73c\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc624\ub79c \uc6b4\uc601 \uae30\ub85d\uc740 \uae08\uc735\uad8c\uc758 \uc2e0\ub8b0\ub97c \uc5bb\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n*   BASF\ub294 2024\ub144 \uc2dc\uc7a5 \uc9c4\uc785\uacfc \ud568\uaed8 \ubaa8\ub4c8\ud615 \ucee8\ud14c\uc774\ub108 \ud1b5\ud569\uc744 \ud1b5\ud574 20%\uc758 \ube44\uc6a9 \uc808\uac10\uc744 \uc8fc\uc7a5\ud558\uba70 \uc0c8\ub85c\uc6b4 \uac00\uaca9 \uacbd\uc7c1\uc744 \ucd09\ubc1c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   W\u00e4rtsil\u00e4, Fluence, Saft \ub4f1\uc740 NaS\uc640 LFP\ub97c \ud63c\ud569\ud558\uc5ec \uc804\ub825 \ubc0f \uc5d0\ub108\uc9c0 \uc11c\ube44\uc2a4\ub97c \ub2e8\uc77c \uc124\uce58\ub85c \uc81c\uacf5\ud558\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uad6c\uc131\uc744 \ubaa8\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   Idemitsu, Sumitomo Chemical\uacfc \uac19\uc740 \uc7ac\ub8cc \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ub354 \uacac\uace0\ud55c \uace0\uccb4 \uc804\ud574\uc9c8 \uc0c1\uc6a9\ud654\ub97c \uc704\ud574 \ub178\ub825\ud558\uba70 \uc0c1\ub958 \ubd80\ubb38\uc758 \ub2e4\ubcc0\ud654\ub97c \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>2024\ub144 \uc774\ud6c4 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\uc73c\ub85c\ub294 NGK\uc758 \ub3d9\uc720\ub7fd \ud655\uc7a5, BASF\uc758 \ub3c5\uc77c \ub0b4 \ub450 \ubc88\uc9f8 NaS \uc0dd\uc0b0 \ub77c\uc778 \uc99d\uc124, W\u00e4rtsil\u00e4\uc758 300MW \uc2a4\ucf54\ud2c0\ub79c\ub4dc \ud504\ub85c\uc81d\ud2b8 \uc218\uc8fc \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ud2f8\ub9ac\ud2f0\uc640 NaS \uc81c\uc870\uc5c5\uccb4 \uac04\uc758 \ud30c\ud2b8\ub108\uc2ed\ub3c4 \uac15\ud654\ub418\uace0 \uc788\uc73c\uba70, Duke Energy\uc758 NGK \uc81c\ud488 \uc870\ub2ec\uc740 \uad6d\uacbd\uc744 \ub118\ub294 \ud611\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc0c1\uc628 NaS \uc2a4\ud0c0\ud2b8\uc5c5\uc5d0 \ub300\ud55c \ubca4\ucc98 \uce90\ud53c\ud0c8 \ud22c\uc790\ub294 \ub3c4\uc2dc \uc548\uc804\uc131 \uac1c\uc120\uc774 \uc2dc\uc7a5 \ud655\uc7a5\uc758 \ub2e4\uc74c \ub2e8\uacc4\uac00 \ub420 \uac83\uc774\ub77c\ub294 \ud22c\uc790\uc790\ub4e4\uc758 \ubbff\uc74c\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \ubbf8\ub798 \uacbd\uc7c1\uc740 \uc804\ud574\uc9c8 \ud601\uc2e0\uacfc \uc81c\uc870 \ud604\uc9c0\ud654\uc5d0 \ub2ec\ub824 \uc788\uc73c\uba70, \uc0c1\uc628 \uc124\uacc4\uac00 2027\ub144\uae4c\uc9c0 \uc0c1\uc6a9\ud654\ub41c\ub2e4\uba74 \uc0c8\ub85c\uc6b4 \uacbd\uc7c1\uc790\ub4e4\uc774 NGK\uc758 \uc120\ub450\ub97c \uc704\ud611\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 6. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 5\uc6d4: NGK\uc758 \ub098\ud2b8\ub968-\ud669(NAS) \ubc30\ud130\ub9ac\uac00 \uc77c\ubcf8\uc758 70MWh \ud504\ub85c\uc81d\ud2b8\uc5d0 \ubc30\uce58\ub418\uc5c8\uc73c\uba70, \ubbf8\uad6d \uc720\ud2f8\ub9ac\ud2f0 \uae30\uc5c5\uc778 Duke Energy\uc758 \ud30c\uc77c\ub7ff \ud504\ub85c\uc81d\ud2b8\uc5d0\ub3c4 \uc120\uc815\ub418\uc5c8\uc2b5\ub2c8\ub2e4. NGK\uc758 NAS \ubc30\ud130\ub9ac\ub294 \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc704\ud55c \uac00\uc7a5 \uc0c1\uc5c5\uc801\uc73c\ub85c \uc131\uc219\ud55c \ube44\ub9ac\ud2ac \uc804\uae30\ud654\ud559 \uae30\uc220 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: \ud478\uc820\uc0ac\ubc94\ub300\ud559 \uc5f0\uad6c\uc9c4\uc740 200\ud68c \uc0ac\uc774\ud074 \ud6c4\uc5d0\ub3c4 81%\uc758 \uc6a9\ub7c9\uc744 \uc720\uc9c0\ud558\ub294 \ub4c0\uc5bc \uc194\ud2b8 \uc900\uace0\uccb4 \uace0\ubd84\uc790 \uc804\ud574\uc9c8\uc744 \ubcf4\uace0\ud558\uba70 \uc0c1\uc628 NaS\uc758 \uc2e4\ud604 \uac00\ub2a5\uc131\uc744 \ub4b7\ubc1b\uce68\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 6\uc6d4: BASF\ub294 NGK\uc640\uc758 \ud611\ub825\uc744 \ud1b5\ud574 NAS MODEL L24\ub97c \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc5c5\uadf8\ub808\uc774\ub4dc\ub41c \ub098\ud2b8\ub968-\ud669(NaS) \ubc30\ud130\ub9ac \uc2dc\uc2a4\ud15c\uc740 \uc774\uc804 \ubaa8\ub378 \ub300\ube44 \ucd1d \uc18c\uc720 \ube44\uc6a9\uc744 20% \uc808\uac10\ud558\uba70, \uc77c\ubc18\uc801\uc73c\ub85c 6\uc2dc\uac04 \uc774\uc0c1\uc758 \uc800\uc7a5\uc744 \uc694\uad6c\ud558\ub294 \uc911\uc7a5\uc8fc\uae30 \uc5d0\ub108\uc9c0 \uc800\uc7a5(LDES) \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc704\ud574 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 4\uc6d4: NGK Insulators\ub294 \ub3c5\uc77c HH2E\uac00 \ubc1c\ud2b8\ud574 \uc5f0\uc548\uc5d0\uc11c \uac1c\ubc1c \uc911\uc778 \uadf8\ub9b0 \uc218\uc18c \ud504\ub85c\uc81d\ud2b8\uc5d0 \ucd1d 230 MWh\ub97c \ucd08\uacfc\ud558\ub294 NAS \ubc30\ud130\ub9ac\ub97c \uacf5\uae09\ud558\ub294 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ub098\ud2b8\ub968-\ud669(NaS) \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \ubc29\ubc95\ub860, \uc8fc\uc694 \uc694\uc57d, \uc2dc\uc7a5 \ud658\uacbd, \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ub2e4\ub8e8\uba70, \ud2b9\ud788 NaS \ubc30\ud130\ub9ac\uc758 \uc7a0\uc7ac\ub825\uacfc \ub3c4\uc804 \uacfc\uc81c\ub97c \uc2ec\uce35\uc801\uc73c\ub85c \ud0d0\uad6c\ud569\ub2c8\ub2e4.<\/p>\n<p>\ub098\ud2b8\ub968-\ud669 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2025\ub144 3\uc5b5 3,485\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 11\uc5b5 1,722\ub9cc \ub2ec\ub7ec\ub85c \uc5f0\ud3c9\uade0 27.25%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c 6\uc2dc\uac04 \uc774\uc0c1\uc758 \uc7a5\uc2dc\uac04 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc785\ucc30\uc758 \uae09\uc99d, 4\uc2dc\uac04 \uc774\uc0c1 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \ub9ac\ud2ac \uc774\uc628 \ub300\ube44 \ud558\ub77d\ud558\ub294 $\/kWh \ube44\uc6a9, \uadf8\ub9ac\uace0 \ubbf8\uad6d IRA(\uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95) \ubcf4\ub108\uc2a4 \ud06c\ub808\ub527\uacfc \uac19\uc740 \ube44\ub9ac\ud2ac \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ub300\ud55c \uc6b0\ud638\uc801\uc778 \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4. \ub610\ud55c, \ud0dc\ud48d \ubc0f \uc0b0\ubd88 \ucde8\uc57d \uc9c0\uc5ed\uc758 \uc804\ub825\ub9dd \uac15\ud654 \ud544\uc694\uc131, \uc0b0\uc5c5 \ubd80\uc0b0\ubb3c\uc778 \ub098\ud2b8\ub968 \ubc0f \ud669 \uc2a4\ud2b8\ub9bc\uc744 \ud1b5\ud55c \uc6d0\ub8cc \ube44\uc6a9 \uc808\uac10, \uc720\ud734 \uc54c\ub8e8\ubbf8\ub284 \uc81c\ub828\uc18c \ubd80\uc9c0\ub97c NaS \ubaa8\ub4c8 \uacf5\uc7a5\uc73c\ub85c \uc7ac\ud65c\uc6a9\ud558\ub294 \ubc29\uc548\ub3c4 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uace0\uc628 \uc124\uce58\ub97c \uc81c\ud55c\ud558\ub294 \uc548\uc804 \uaddc\uc815, \ubca0\ud0c0-\uc54c\ub8e8\ubbf8\ub098 \uace0\uccb4 \uc804\ud574\uc9c8 \ud29c\ube0c\uc758 \ucde8\uc57d\uc131, LiFePO\u2084 \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ub300\uccb4\uc7ac\uc758 \uac00\uc18d\ud654\ub418\ub294 \ube44\uc6a9 \uc808\uac10, \uc6a9\uc735\uc5fc \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \ubcf4\ud5d8 \uc778\uc218 \ubd80\uc871 \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 \uc2dc\uc7a5\uc744 \ubaa8\ub4c8 \ud3fc \ud329\ud130(\ucee8\ud14c\uc774\ub108\ud615 \ud50c\ub7ec\uadf8 \uc564 \ud50c\ub808\uc774, \ub799 \uc7a5\ucc29\ud615 \ubaa8\ub4c8), \uc6a9\ub7c9 \ubc94\uc704(100 kWh \ubbf8\ub9cc, 100~500 kWh, 500 kWh \ucd08\uacfc), \ubc30\ud130\ub9ac \uc628\ub3c4 \uc720\ud615(\uace0\uc628 NaS, \uc0c1\uc628 NaS), \uc124\uce58 \uc720\ud615(\uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c, \uc0c1\uc5c5 \ubc0f \uc0b0\uc5c5\uc6a9, \uc8fc\uac70\/\ucee4\ubba4\ub2c8\ud2f0 \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc548\uc815\ud654, \ubc31\uc5c5 \uc804\uc6d0, \ubd80\ud558 \ud3c9\uc900\ud654 \ubc0f \ud53c\ud06c \uc250\uc774\ube59, \ubc29\uc704 \ubc0f \uc6d0\uaca9 \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc138\ubd84\ud654\ud558\uc5ec \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubd84\uc11d \uacb0\uacfc\uc5d0 \ub530\ub974\uba74, \ucee8\ud14c\uc774\ub108\ud615 \ubaa8\ub4c8\uc740 \ud1b5\ud569 \uc5f4 \uc81c\uc5b4 \uae30\ub2a5\uacfc \uacf5\uc7a5 \ud14c\uc2a4\ud2b8\ub97c \uac70\uccd0 \ud504\ub85c\uc81d\ud2b8 \uc77c\uc815\uc744 \ub2e8\ucd95\uc2dc\ud0a4\ubbc0\ub85c 2024\ub144 \ucd9c\ud558\ub7c9\uc758 72.8%\ub97c \ucc28\uc9c0\ud558\uba70 \ub192\uc740 \uc778\uae30\ub97c \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \ubd81\ubbf8\uac00 IRA\uc758 \uc0dd\uc0b0 \ud06c\ub808\ub527\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 39.2%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc0c1\uc628 \ub098\ud2b8\ub968-\ud669 \ubc30\ud130\ub9ac\ub294 \ud504\ub85c\ud1a0\ud0c0\uc785 \uc140\uc5d0\uc11c \uc720\ub9dd\ud55c \ub0b4\uad6c\uc131\uc744 \ubcf4\uc774\uc9c0\ub9cc, \uace0\uccb4 \uc804\ud574\uc9c8\uc758 \uac15\ub3c4 \uac1c\uc120\uc5d0 \ub530\ub77c \ub300\uaddc\ubaa8 \uc0c1\uc5c5\uc801 \ucc44\ud0dd\uc740 2020\ub144\ub300 \ud6c4\ubc18\uc5d0 \uc774\ub8e8\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ube44\uc6a9 \uce21\uba74\uc5d0\uc11c\ub294 \ucc28\uc138\ub300 NaS \uc2dc\uc2a4\ud15c\uc774 kWh\ub2f9 250~300\ub2ec\ub7ec\ub97c \ubaa9\ud45c\ub85c \ud558\uba70, 4\uc2dc\uac04 \uc774\uc0c1\uc758 \ubc29\uc804\uc774 \ud544\uc694\ud55c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c LiFePO\u2084\uc640 \uacbd\uc7c1\ud560 \uc218 \uc788\ub294 \uc218\uc900\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, M&#038;A, \ud30c\ud2b8\ub108\uc2ed, PPA(\uc804\ub825 \uad6c\ub9e4 \uacc4\uc57d)\uc640 \uac19\uc740 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. NGK Insulators, BASF SE, Sumitomo Electric Industries, CATL \ub4f1 \uae00\ub85c\ubc8c \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uacfc \uc804\ub7b5 \uc815\ubcf4\ub3c4 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uc5b4 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc5d0\uac8c \uc911\uc694\ud55c \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub098\ud2b8\ub968-\ud669 \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc758 \ud604\uc7ac\uc640 \ubbf8\ub798\ub97c \uc774\ud574\ud558\uace0, \ubbf8\ucda9\uc871 \uc218\uc694 \ubc0f \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \uc2dd\ubcc4\ud558\uba70, \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \uc9c0\uc6d0\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \uc815\ubcf4\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-32484","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\/32484"}],"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=32484"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/32484\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=32484"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=32484"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=32484"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}