{"id":33247,"date":"2026-02-09T14:06:06","date_gmt":"2026-02-09T14:06:06","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/electric-vehicle-battery-materials-market-mordor\/"},"modified":"2026-09-11T19:27:50","modified_gmt":"2026-09-11T10:27:50","slug":"electric-vehicle-battery-materials-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/electric-vehicle-battery-materials-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc18c\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026 &#8211; 2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/electric-vehicle-battery-materials-market-1719831009097-Screenshot-2024-07-01-161943.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-materials-market-size-image-1768489396179.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 \ud310\ub9e4 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \ub9ac\ud2ac \uc774\uc628 \ud329\uc758 kWh\ub2f9 \uac00\uaca9 \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.2.3 \uad6d\ub0b4 \ud575\uc2ec \uad11\ubb3c \uc815\uc81c\uc5d0 \ub300\ud55c \uad6d\uac00 \ubcf4\uc870\uae08<\/li>\n<li class=\"toc-level-3\">4.2.4 \ucf54\ubc1c\ud2b8 \uc0ac\uc6a9\uc744 \uc904\uc774\ub294 \ud68d\uae30\uc801\uc778 \uace0\ub9dd\uac04 \uc591\uadf9\uc7ac<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ubcf5\ud569 \uc74c\uadf9\uc7ac\uc758 \uc0c1\uc6a9\ud654<\/li>\n<li class=\"toc-level-3\">4.2.6 AI \uae30\ubc18 \ubc1c\uacac \ud50c\ub7ab\ud3fc\uc744 \ud1b5\ud55c \uc7ac\ub8cc R&amp;D \uac00\uc18d\ud654<\/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, \ucf54\ubc1c\ud2b8 \ubc0f \ub2c8\ucf08 \uacf5\uae09 \uc9d1\uc911<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \uac00\uacf5 \uae30\uc220 \uc778\ub825 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc5fc\uc218 \ucd94\ucd9c\uc5d0 \ub300\ud55c \ubb3c \ubd80\uc871 \ubc18\ub300<\/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 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\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 \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 \ubc30\ud130\ub9ac \ud654\ud559\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub9ac\ud2ac \uc774\uc628 (NMC, LFP, NCA)<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc2e0\ud765 (\uc804\uace0\uccb4, \ub9ac\ud2ac-\ud669, \ub098\ud2b8\ub968 \uc774\uc628)<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub0a9\ucd95<\/li>\n<li class=\"toc-level-3\">5.1.4 \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc74c\uadf9<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc591\uadf9<\/li>\n<li class=\"toc-level-3\">5.2.3 \ubd84\ub9ac\ub9c9<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc804\ud574\uc9c8<\/li>\n<li class=\"toc-level-3\">5.2.5 \uae30\ud0c0<\/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 \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Albemarle<\/li>\n<li class=\"toc-level-3\">6.4.2 BASF<\/li>\n<li class=\"toc-level-3\">6.4.3 Umicore<\/li>\n<li class=\"toc-level-3\">6.4.4 Mitsubishi Chemical Group<\/li>\n<li class=\"toc-level-3\">6.4.5 Targray<\/li>\n<li class=\"toc-level-3\">6.4.6 UBE Corporation<\/li>\n<li class=\"toc-level-3\">6.4.7 Sumitomo Chemical<\/li>\n<li class=\"toc-level-3\">6.4.8 Nichia<\/li>\n<li class=\"toc-level-3\">6.4.9 ENTEK International<\/li>\n<li class=\"toc-level-3\">6.4.10 Arkema<\/li>\n<li class=\"toc-level-3\">6.4.11 Kureha<\/li>\n<li class=\"toc-level-3\">6.4.12 Ganfeng Lithium<\/li>\n<li class=\"toc-level-3\">6.4.13 SQM<\/li>\n<li class=\"toc-level-3\">6.4.14 Livent<\/li>\n<li class=\"toc-level-3\">6.4.15 LG Chem<\/li>\n<li class=\"toc-level-3\">6.4.16 POSCO Future M<\/li>\n<li class=\"toc-level-3\">6.4.17 Johnson Matthey<\/li>\n<li class=\"toc-level-3\">6.4.18 Toray Industries<\/li>\n<li class=\"toc-level-3\">6.4.19 SK IE Technology<\/li>\n<li class=\"toc-level-3\">6.4.20 Asahi Kasei<\/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>\uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc18c\uc7ac \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>\uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc18c\uc7ac \uc2dc\uc7a5\uc740 2025\ub144 488.1\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 555.2\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 1,057.4\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\uba70 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 13.74%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ubd81\ubbf8 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>\uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc18c\uc7ac \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc740 \uc5ec\ub7ec \ud575\uc2ec \ub3d9\uc778\uc5d0 \uc758\ud574 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uae00\ub85c\ubc8c \uc804\uae30\ucc28 \ud310\ub9e4 \uae09\uc99d: 2024\ub144 \uc804 \uc138\uacc4 \uc804\uae30\ucc28 \ub4f1\ub85d \ub300\uc218\ub294 \uc57d 1,400\ub9cc \ub300\uc5d0 \ub2ec\ud558\uba70, \uc2b9\uc6a9\ucc28\ub97c \ub118\uc5b4 \uc911\ud615 \uc0c1\uc6a9\ucc28\ub85c \uc218\uc694\uac00 \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc5d0\ub108\uc9c0 \ubc00\ub3c4, \uae09\uc18d \ucda9\uc804, \ud655\uc7a5\ub41c \ubcf4\uc99d \uae30\uac04\uc744 \ucda9\uc871\ud558\ub294 \uace0\uc131\ub2a5 \uc18c\uc7ac(\uace0\ub2c8\ucf08 NMC, \uc2e4\ub9ac\ucf58 \ub3c4\ud551 \uc591\uadf9\uc7ac)\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 \ub192\uc740 \uc804\uae30\ucc28 \ubcf4\uae09\ub960\uacfc \uc218\ucd9c \uc99d\uac00\ub294 \ub3d9\ub0a8\uc544\uc2dc\uc544, \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74, \uc911\ub3d9 \ub4f1 \uc2e0\ud765 \uc2dc\uc7a5\uc73c\ub85c \ubc30\ud130\ub9ac \uc18c\uc7ac \uc218\uc694\ub97c \ud655\uc0b0\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \ud329 \uac00\uaca9 \ud558\ub77d: 2024\ub144 \ud3c9\uade0 \ubc30\ud130\ub9ac \ud329 \uac00\uaca9\uc740 kWh\ub2f9 115\ub2ec\ub7ec\ub85c \ud558\ub77d\ud558\uc5ec, \ubcf4\uc870\uae08 \uc5c6\uc774\ub3c4 \ubd81\ubbf8\uc5d0\uc11c 3\ub9cc \ub2ec\ub7ec \ubbf8\ub9cc\uc758 \uc804\uae30 \uc138\ub2e8 \ucd9c\uc2dc\ub97c \uac00\ub2a5\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc140-\ud22c-\ud329 \ud1b5\ud569 \uae30\uc220 \ubc1c\uc804\uacfc \uc77c\uc2dc\uc801\uc778 \ub9ac\ud2ac \uacf5\uae09 \uacfc\uc789\uc5d0 \uae30\uc778\ud558\uba70, 2028\ub144\uc5d0\ub294 kWh\ub2f9 80\ub2ec\ub7ec\uae4c\uc9c0 \ud558\ub77d\ud558\uc5ec \ub0b4\uc5f0\uae30\uad00\ucc28\uc640 \uac00\uaca9 \ub3d9\ub4f1\uc131\uc744 \ud655\ubcf4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac00\uaca9 \ud558\ub77d\uc740 \ub3c5\ub9bd\uc801\uc778 \ubd84\ub9ac\ub9c9 \ubc0f \uc804\ud574\uc561 \uc81c\uc870\uc5c5\uccb4\uc758 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud558\uc9c0\ub9cc, \uc138\ub77c\ubbf9 \ucf54\ud305 \ud544\ub984\uc774\ub098 90% \uc774\uc0c1\uc758 \ub2c8\ucf08 \ud568\ub7c9\uc744 \uac00\uc9c4 NCA \ube14\ub80c\ub4dc\uc640 \uac19\uc740 \uace0\ubd80\uac00\uac00\uce58 \uc18c\uc7ac\uc758 \ub3c4\uc785\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uc694 \uad11\ubb3c \uc815\uc81c\uc5d0 \ub300\ud55c \uad6d\uac00 \ubcf4\uc870\uae08: \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \uc139\uc158 45X\ub294 \uad6d\ub0b4 \uc0dd\uc0b0 \ubc30\ud130\ub9ac \uc140\uc5d0 \ub300\ud574 kWh\ub2f9 \ucd5c\ub300 35\ub2ec\ub7ec\uc758 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uc5ec \ud14c\ub124\uc2dc, \uc624\ud558\uc774\uc624, \ubbf8\uc2dc\uac04, \ud018\ubca1 \ub4f1\uc9c0\ub85c \uc591\uadf9\uc7ac \uc804\uad6c\uccb4, \ud751\uc5f0, \ubd84\ub9ac\ub9c9 \ud504\ub85c\uc81d\ud2b8\ub97c \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc758 \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(Critical Raw Materials Act) \ub610\ud55c 2030\ub144\uae4c\uc9c0 \uc804\ub7b5 \uad11\ubb3c\uc758 40%\ub97c \uc5ed\ub0b4\uc5d0\uc11c \uac00\uacf5\ud558\ub3c4\ub85d \uc694\uad6c\ud558\uba70 \ud540\ub780\ub4dc, \ub3c5\uc77c, \ud504\ub791\uc2a4 \ub4f1\uc9c0\uc5d0\uc11c \ud669\uc0b0\ub2c8\ucf08 \ubc0f \uc218\uc0b0\ud654\ub9ac\ud2ac \ud22c\uc790\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud638\uc8fc\uc758 10% \uc0dd\uc0b0\uc138\uc561 \uacf5\uc81c\ub294 \uac00\uacf5\ub41c \ub9ac\ud2ac \ubc0f \ucf54\ubc1c\ud2b8 \uc218\ucd9c\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc774\ub7ec\ud55c \uc778\uc13c\ud2f0\ube0c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \ubbf8\uad6d \uc815\uc81c \uc2dc\uc124\uc758 \uc778\ud5c8\uac00 \uae30\uac04\uc774 \uc911\uad6d\uc758 \ub450 \ubc30\uc5d0 \ub2ec\ud558\ub294 4~6\ub144\uc73c\ub85c \uc9c0\uc5f0\ub418\ub294 \uc810\uc740 \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucf54\ubc1c\ud2b8 \uc0ac\uc6a9\uc744 \uc904\uc774\ub294 \uace0\ub9dd\uac04 \uc591\uadf9\uc7ac \uac1c\ubc1c: \uace0\ub9dd\uac04 \uc591\uadf9\uc7ac\ub294 \ucf54\ubc1c\ud2b8 \ud568\ub7c9\uc744 5wt% \ubbf8\ub9cc\uc73c\ub85c \uc904\uc774\uba74\uc11c \uc140 \uc218\uc900\uc5d0\uc11c 200Wh\/kg\uc758 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\uc5ec, \ub0ae\uc740 \ube44\uc6a9\uacfc \uc724\ub9ac\uc801 \uc18c\uc2f1 \uaddc\uc815 \uc900\uc218\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. BASF\ub294 2024\ub144 \ucd08 \uc720\ub7fd OEM\uc5d0 \ub9ac\ud2ac \ub9dd\uac04 \ucca0 \uc778\uc0b0\uc5fc(LMFP) \uc0d8\ud50c\uc744 \uacf5\uae09\ud588\uc73c\uba70, \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0\uc740 \uc0c1\uc5c5\uc6a9 \ubc34\uc5d0 \uc801\ud569\ud55c 2,000\ud68c \uc774\uc0c1\uc758 \uc0ac\uc774\ud074 \uc218\uba85\uc744 \uac00\uc9c4 \uace0\ub9dd\uac04 NMC\ub97c \uc120\ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ub9dd\uac04 \ud669\uc0b0\uc5fc \uc218\uc694\ub294 2030\ub144\uae4c\uc9c0 \uc138 \ubc30 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uc9c0\ub9cc, \uc815\uc81c \uc2dc\uc124\uc740 \uc8fc\ub85c \uc911\uad6d\uacfc \ub0a8\uc544\ud504\ub9ac\uce74\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc5b4 \uac00\ubd09\uacfc \ud638\uc8fc\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \ud504\ub85c\uc81d\ud2b8\uac00 \ucd94\uc9c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI \uae30\ubc18 \uc5f0\uad6c \uac1c\ubc1c \ud50c\ub7ab\ud3fc: AI \uae30\ubc18 \ubc1c\uacac \ud50c\ub7ab\ud3fc\uc740 \uc18c\uc7ac \uac1c\ubc1c \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uace0 \uaddc\uc81c \ubcc0\ud654\uc5d0 \uc2e0\uc18d\ud558\uac8c \ub300\uc751\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud558\uba70, \uc81c\ud488 \ucd9c\uc2dc \uae30\uac04\uc744 \uc555\ucd95\ud558\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ub9ac\ud2ac, \ucf54\ubc1c\ud2b8, \ub2c8\ucf08 \uacf5\uae09\uc758 \uc9d1\uc911: 2024\ub144 \uc911\uad6d\uc740 \uc804 \uc138\uacc4 \ub9ac\ud2ac\uc758 \uc57d 70%, \ucf54\ubc1c\ud2b8\uc758 65%, \ud669\uc0b0\ub2c8\ucf08\uc758 60%\ub97c \uc815\uc81c\ud558\uc5ec \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc5d0 \ub2e8\uc77c \uc9c0\uc810 \uc2e4\ud328 \uc704\ud5d8\uc744 \ucd08\ub798\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf69\uace0\ubbfc\uc8fc\uacf5\ud654\uad6d\uc740 \ucc44\uad74\ub41c \ucf54\ubc1c\ud2b8\uc758 \uc57d 70%\ub97c \uacf5\uae09\ud558\uc9c0\ub9cc \uad6d\ub0b4 \uc815\uc81c\ub7c9\uc740 10%\uc5d0 \ubd88\uacfc\ud558\uba70, \ub300\ubd80\ubd84\uc758 \uc6d0\ub8cc\uac00 \uc911\uad6d\uc73c\ub85c \ud5a5\ud558\uc5ec \uc815\uce58\uc801 \ubd88\uc548\uc815\uacfc \uc724\ub9ac\uc801 \uc18c\uc2f1 \ubb38\uc81c\uc5d0 \ub178\ucd9c\ub429\ub2c8\ub2e4. \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \ub2c8\ucf08 \uad11\uc11d \uc218\ucd9c \uae08\uc9c0\ub294 \uc911\uad6d \uc790\uae08\uc73c\ub85c \uac74\uc124\ub41c \uc81c\ub828\uc18c\uc5d0\uc11c \ud604\uc9c0 \ubd80\uac00\uac00\uce58 \ucc3d\ucd9c\uc744 \uac15\uc81c\ud558\uc5ec \ud2b9\uc815 \uc9c0\uc815\ud559\uc801 \uc601\uc5ed\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uc2ec\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131: \uc911\uad6d \ud0c4\uc0b0\ub9ac\ud2ac \ud604\ubb3c \uac00\uaca9\uc740 2022\ub144 \ub9d0 \ud1a4\ub2f9 8\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2024\ub144 \uc911\ubc18 1\ub9cc 2\ucc9c \ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \uae09\ub77d\ud588\ub2e4\uac00 \ub2e4\uc2dc \ubc18\ub4f1\ud558\ub294 \ub4f1 \uadf9\uc2ec\ud55c \ubcc0\ub3d9\uc131\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ucf54\ubc1c\ud2b8 \uac00\uaca9 \ub610\ud55c \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uacf5\ub3d9 \uc0dd\uc0b0\uacfc \uace0\ube44\uc6a9 \uc9c0\uc5ed\uc758 \uac04\ud5d0\uc801\uc778 \uad11\uc0b0 \ud3d0\uc1c4\ub85c \uc778\ud574 2024\ub144 \ud1a4\ub2f9 3\ub9cc~5\ub9cc \ub2ec\ub7ec \uc0ac\uc774\ub97c \uc624\uac14\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac \ub4f1\uae09 \uc218\uc0b0\ud654\ub9ac\ud2ac\uc5d0 \ub300\ud55c \ud22c\uba85\ud55c \uac70\ub798 \uc2dc\uc7a5\uc774 \ubd80\uc871\ud558\uc5ec \uac00\uaca9 \uacb0\uc815\uc774 \ubd88\ud22c\uba85\ud558\uace0 \uc591\uc790 \uac04 \ud611\uc0c1\uc5d0 \uc758\uc874\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\uc5b4 \ud5e4\uc9c0 \uc804\ub7b5\uc744 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<br \/>\n*   \uac00\uacf5 \uae30\uc220 \uc778\ub825 \ubd80\uc871: \ubd81\ubbf8\uc640 \uc720\ub7fd \uc9c0\uc5ed\uc5d0\uc11c \ubc30\ud130\ub9ac \uc18c\uc7ac \uac00\uacf5 \uae30\uc220\uc744 \uac16\ucd98 \uc778\ub825 \ubd80\uc871\uc740 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc5d0 \uc81c\uc57d\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc5fc\uc218 \ucd94\ucd9c\uc5d0 \ub300\ud55c \ubb3c \ubd80\uc871 \ubc18\ub300: \uce60\ub808, \uc544\ub974\ud5e8\ud2f0\ub098 \ub4f1 \ub0a8\ubbf8 \ub9ac\ud2ac \uc0bc\uac01\uc9c0\ub300\uc640 \ubbf8\uad6d \ub124\ubc14\ub2e4\uc8fc \ub4f1\uc9c0\uc5d0\uc11c \uc5fc\uc218 \ucd94\ucd9c \ubc29\uc2dd\uc5d0 \ub300\ud55c \ubb3c \uc0ac\uc6a9 \uac08\ub4f1\uc740 \ucd94\uac00\uc801\uc778 \uc5fc\uc218 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ubcf4\ub97c \uc9c0\uc5f0\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \ubc30\ud130\ub9ac \ud654\ud559\ubcc4: \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \ud654\ud559\uc740 2025\ub144 \uc218\uc694\uc758 89.10%\ub97c \ucc28\uc9c0\ud558\uba70 \uc8fc\ub958 \uc804\uae30\ucc28\uc758 \uc8fc\ud589 \uac70\ub9ac, \uc0ac\uc774\ud074 \uc218\uba85, \ud655\ub9bd\ub41c \uc81c\uc870 \ub77c\uc778\uc5d0 \uc801\ud569\ud568\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \uc804\uace0\uccb4, \ub9ac\ud2ac-\ud669, \ub098\ud2b8\ub968\uc774\uc628\uacfc \uac19\uc740 \uc2e0\ud765 \ud50c\ub7ab\ud3fc\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 36.4%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \uc548\uc804\uc131 \ub610\ub294 \uc6d0\uc790\uc7ac \ub2e4\uc591\uc131\uc744 \uc6b0\uc120\uc2dc\ud558\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc73c\ub85c \uc2dc\uc7a5\uc744 \ud655\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud1a0\uc694\ud0c0\uc640 \ud000\ud140\uc2a4\ucf00\uc774\ud504\uc758 \uc804\uace0\uccb4 \ud30c\uc77c\ub7ff \ub77c\uc778\uc740 \ud604\uc7ac 3~5\ubc30 \ub192\uc740 \ube44\uc6a9 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uac10\uc218\ud560 \uc218 \uc788\ub294 \ud504\ub9ac\ubbf8\uc5c4 \ubaa8\ub378\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \ub098\ud2b8\ub968\uc774\uc628\uc740 \ub9ac\ud2ac\uacfc \ucf54\ubc1c\ud2b8\ub97c \uc0ac\uc6a9\ud558\uc9c0 \uc54a\uc544 \uc778\ub3c4 \ubc0f \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \ub3c4\uc2dc \uc774\ub3d9\uc131 \ucc28\ub7c9\uc5d0 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \uacf5\uae09\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   \uc18c\uc7ac\ubcc4: \uc591\uadf9\uc7ac\ub294 2025\ub144 \ub9e4\ucd9c\uc758 59.30%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5d0\ub108\uc9c0 \ubc00\ub3c4, \ucda9\uc804 \uc18d\ub3c4, \uc548\uc804\uc131\uc774 \uc591\uadf9\uc7ac \uc124\uacc4\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc5b4 \uc5ec\uc804\ud788 \uc218\uc775\uc758 \ud575\uc2ec\uc785\ub2c8\ub2e4. LFP\ub294 \uc591\uadf9\uc7ac \ubb3c\ub7c9\uc758 \uc57d 40%\ub97c \ucc28\uc9c0\ud558\uba70, \ucf54\ubc1c\ud2b8 \uc5c6\ub294 \uacf5\uae09\ub9dd\uc744 \uc911\uc2dc\ud558\ub294 \ubd81\ubbf8 OEM\ub4e4 \uc0ac\uc774\uc5d0\uc11c \uc2dc\uc7a5 \ubaa8\uba58\ud140\uc744 \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\ub2c8\ucf08 NMC \ubc0f NCA\ub294 \ud1a4\uc218 \uae30\uc900 45%\ub97c \ucc28\uc9c0\ud558\uba70, \uc5c4\uaca9\ud55c \uac74\uc870\uc2e4 \ubc0f \ucf54\ud305 \uc694\uad6c \uc0ac\ud56d\uc73c\ub85c \uc778\ud574 \uc790\ubcf8 \uc9c0\ucd9c\uc774 \uc99d\uac00\ud568\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc8fc\ud589 \uac70\ub9ac\uac00 \uc911\uc694\ud55c \uc138\uadf8\uba3c\ud2b8\uc5d0 \uacf5\uae09\ub429\ub2c8\ub2e4. \uc74c\uadf9\uc7ac \uc218\uc694\ub294 \uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ubcf5\ud569\uc7ac\ub85c \uc804\ud658\ub418\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uace0\uc131\ub2a5 \ubc14\uc778\ub354 \ubc0f SEI \uc548\uc815\ud654 \uc804\ud574\uc561 \ucca8\uac00\uc81c\uc758 \ud544\uc694\uc131\uc744 \ub192\uc5ec &#8220;\uae30\ud0c0&#8221; \ubc94\uc8fc\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. &#8220;\uae30\ud0c0&#8221; \uc138\uadf8\uba3c\ud2b8\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 26.2%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294\ub370, \uc774\ub294 \ucd08\uace0\uc18d \ucda9\uc804\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \ub354 \uc587\uc740 \uc9d1\uc804\uccb4 \ud3ec\uc77c\uacfc \uc138\ub77c\ubbf9 \ucf54\ud305 \ubd84\ub9ac\ub9c9, \uace0\uc804\uc555 \uc140\uc758 \uc0ac\uc774\ud074 \uc218\uba85\uc744 \uc5f0\uc7a5\ud558\ub294 \ud50c\ub8e8\uc624\ub85c\uc5d0\ud2f8\ub80c \uce74\ubcf4\ub124\uc774\ud2b8\uac00 \ud48d\ubd80\ud55c \uc804\ud574\uc561 \uc81c\ud615\uc758 \ucc44\ud0dd\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \ucc28\ub7c9 \uc720\ud615\ubcc4: \uc2b9\uc6a9\ucc28\ub294 2025\ub144 \uc218\uc694\uc758 39.80%\ub97c \ucc28\uc9c0\ud558\uba70, \uc138\ub2e8 \ubc0f SUV\uc758 60-80 kWh \ud329\uc758 \ubb34\uac8c \uc9d1\uc911\uc801\uc778 \ud2b9\uc131\uc744 \ubc18\uc601\ud558\uc5ec \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc18c\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8\uc5d0\uc11c \ucd1d \ud1a4\uc218\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2-3\ub95c\ucc28\ub294 2-5 kWh\uc758 \uc18c\ud615 \ud329\uc744 \uc0ac\uc6a9\ud558\uc9c0\ub9cc, \uc5f0\ud3c9\uade0 20.1%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \ud45c\uc900\ud654\ub41c \uc6d0\ud1b5\ud615 \ud3ec\ub9f7\uacfc LFP \ub610\ub294 \ub098\ud2b8\ub968\uc774\uc628 \ud654\ud559\uc744 \uc120\ud638\ud558\ub294 \ub300\ub7c9 \uc140 \uc8fc\ubb38\uc744 \ucd94\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc0c1\uc6a9\ucc28\ub294 \uc720\ub7fd\uacfc \ubd81\ubbf8\uc5d0\uc11c \ub3c4\uc2dc \ucc28\ub7c9 \uc758\ubb34\ud654 \ubc0f 4\ub144 \uc774\ub0b4 \uc190\uc775\ubd84\uae30\uc810\uc744 \ub2ec\uc131\ud558\ub294 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \uacbd\uc81c\uc131\uc5d0 \ud798\uc785\uc5b4 \ube60\ub974\uac8c \uc804\ub3d9\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\ub300\ud615 \ud2b8\ub7ed\uc740 \uae4a\uc740 \uc0ac\uc774\ud074 \ub0b4\uad6c\uc131\uc744 \uc704\ud574 LFP\ub97c \ucc44\ud0dd\ud558\uc9c0\ub9cc, 200-600 kWh \ud329\uc774 \ud544\uc694\ud558\uc5ec \ub300\uaddc\ubaa8 \uc591\uadf9\uc7ac \uc8fc\ubb38\uc744 \ubc1c\uc0dd\uc2dc\ud0b5\ub2c8\ub2e4. \uac74\uc124 \ubc0f \ub18d\uc5c5 \ubd84\uc57c\uc758 \ube44\ub3c4\ub85c\uc6a9 \uc804\uae30\ucc28\ub294 \uacac\uace0\uc131 \uc694\uad6c \uc0ac\ud56d\uacfc \uae34 \uc791\ub3d9 \uc8fc\uae30\ub97c \uace0\ub824\ud560 \ub54c \ud2c8\uc0c8 \uc2dc\uc7a5\uc774\uc9c0\ub9cc \ub192\uc740 \ub9c8\uc9c4\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>4. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ubb3c\ub7c9\uc758 50.20%\ub97c \ucc28\uc9c0\ud558\uba70, \ub9ac\ud2ac \uc815\uc81c, \uc591\uadf9\uc7ac \ud569\uc131, \uc140 \uc81c\uc870, \ud329 \uc870\ub9bd\uc5d0 \uc774\ub974\ub294 \uc911\uad6d\uc758 \uc644\uc804\ud55c \uc0dd\ud0dc\uacc4 \ub355\ubd84\uc5d0 \uaddc\ubaa8\uc758 \uacbd\uc81c \uc774\uc810\uc744 \ub204\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \uace0\ub2c8\ucf08 \uc591\uadf9\uc7ac \ubc0f \uc138\ub77c\ubbf9 \ucf54\ud305 \ubd84\ub9ac\ub9c9 \ubd84\uc57c\uc5d0\uc11c \uae30\uc220 \uc120\ub450 \uc8fc\uc790\uc774\uba70, \uc720\ub7fd\uacfc \ubd81\ubbf8\ub85c \ud504\ub9ac\ubbf8\uc5c4 \uc18c\uc7ac\ub97c \uc7a5\uae30 \uacc4\uc57d\uc73c\ub85c \uc218\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \uad6d\ub0b4 \ucf58\ud150\uce20 \ubcf4\uc0c1 \ud06c\ub808\ub527\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 20.6%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud14c\ub124\uc2dc, \uc624\ud558\uc774\uc624, \ud018\ubca1, \ubbf8\uc2dc\uac04 \ub4f1\uc9c0\uc5d0\uc11c \uc804\uad6c\uccb4 \ubc0f \ud751\uc5f0 \ud504\ub85c\uc81d\ud2b8\uac00 \ud65c\uc131\ud654\ub418\uace0 \uc788\uc73c\uba70, \uce90\ub098\ub2e4\uc758 \uc218\ub825 \ubc1c\uc804 \uc774\uc810\uacfc \ub2c8\ucf08 \ud669\ud654\ubb3c \ub9e4\uc7a5\uc9c0 \uadfc\uc811\uc131\uc740 \ud22c\uc790\ub97c \ub354\uc6b1 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc815\uc81c \uc2dc\uc124 \uac74\uc124\uc744 \uc9c0\uc5f0\uc2dc\ud0a4\ub294 \uc778\ud5c8\uac00 \uc801\uccb4\ub294 \ubd81\ubbf8 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc18c\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8\uc758 \uc131\uc7a5\uc5d0 \uac78\ub9bc\ub3cc\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ub192\uc740 \uc5d0\ub108\uc9c0 \ube44\uc6a9\uacfc \uae34 \ud658\uacbd \uc2ec\uc0ac \uc808\ucc28\ub85c \uc778\ud574 \uc2dc\uc7a5 \uc810\uc720\uc728 \ud655\ub300\uc5d0 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc9c0\ub9cc, \uc720\ub7fd \ubc30\ud130\ub9ac \uc5f0\ud569(European Battery Alliance)\uc740 2030\ub144\uae4c\uc9c0 30\uac1c\uc758 \uae30\uac00\ud329\ud1a0\ub9ac\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub3d9\ub0a8\uc544\uc2dc\uc544 (\uc778\ub3c4\ub124\uc2dc\uc544, \ud0dc\uad6d, \ubca0\ud2b8\ub0a8): \ud48d\ubd80\ud55c \ub2c8\ucf08 \ub77c\ud14c\ub77c\uc774\ud2b8 \ub9e4\uc7a5\ub7c9\uacfc \uc6b0\ud638\uc801\uc778 \ud22c\uc790 \uc815\ucc45\uc5d0 \ud798\uc785\uc5b4 \ud604\uc9c0 \uc218\uc694\uc640 \uc218\ucd9c \uc2dc\uc7a5\uc744 \ubaa8\ub450 \uacf5\uae09\ud558\ub294 \uac00\uacf5 \ud5c8\ube0c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud638\uc8fc: 10% \uc0dd\uc0b0\uc138\uc561 \uacf5\uc81c\ub97c \ud1b5\ud574 \uc2a4\ud3ec\ub4c0\ubbfc \uc218\ucd9c\uad6d\uc5d0\uc11c \uace0\ubd80\uac00\uac00\uce58 \uc218\uc0b0\ud654\ub9ac\ud2ac \uc815\uc81c\uad6d\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8 (\ub9ac\ud2ac \uc0bc\uac01\uc9c0\ub300): \ubb3c \uc0ac\uc6a9 \uac08\ub4f1\uc73c\ub85c \uc778\ud574 \ucd94\uac00\uc801\uc778 \uc5fc\uc218 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ubcf4\uac00 \uc9c0\uc5f0\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uae00\ub85c\ubc8c \uacf5\uae09\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. 2024\ub144 \uc0c1\uc704 10\uac1c \uc591\uadf9\uc7ac \ubc0f \uc74c\uadf9\uc7ac \uacf5\uae09\uc5c5\uccb4\uac00 \uc804\uccb4 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc57d 55-60%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uc790\ub3d9\ud654 \ubc0f \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c\ub294 \uc2e0\uaddc \uc9c4\uc785\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uae30\uc874 \uc2dc\uc7a5 \uc9c0\ubc30\ub825\uc744 \uc57d\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. CATL, LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \uc0bc\uc131SDI, BYD\uc640 \uac19\uc740 \uc218\uc9c1 \ud1b5\ud569\ud615 \uc140 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc804\uad6c\uccb4 \ud569\uc131 \ubd84\uc57c\ub85c \ud6c4\ubc29 \ud1b5\ud569\uc744 \ucd94\uc9c4\ud558\uba70 \ub3c5\ub9bd\uc801\uc778 \uc18c\uc7ac \uae30\uc5c5\ub4e4\uc5d0\uac8c \uc804\ubb38\ud654 \ub610\ub294 \ud569\ubcd1\uc744 \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2024\ub144 \uc8fc\uc694 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\uc73c\ub85c\ub294 \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0\uc758 \ud018\ubca1 \uc591\uadf9\uc7ac \ud569\uc791 \ud22c\uc790(4\uc5b5 \ub2ec\ub7ec), \uc54c\ubca0\ub9d0\uc758 \ud638\uc8fc \ub9ac\ud2ac \uad11\uc0b0 \uc778\uc218(66\uc5b5 \ub2ec\ub7ec), LG\ud654\ud559\uacfc \ud654\uc720\ucf54\ubc1c\ud2b8\uc758 10\ub144 \ud669\uc0b0\ub2c8\ucf08 \uacc4\uc57d \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220 \ub9ac\ub354\uc2ed\uc740 AI \uae30\ubc18 \ubc1c\uacac \ud50c\ub7ab\ud3fc\uc73c\ub85c \uc804\ud658\ub418\uc5b4 \uc81c\ud615 \uac1c\ubc1c \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uace0 \uaddc\uc81c \ubcc0\ud654\uc5d0 \uc2e0\uc18d\ud558\uac8c \uc801\uc751\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud5c8 \ubd84\uc57c\uc5d0\uc11c\ub294 \ud1a0\uc694\ud0c0, \uc0bc\uc131, \ud000\ud140\uc2a4\ucf00\uc774\ud504\uac00 \uc804\uace0\uccb4 \uc804\ud574\uc561 IP\ub97c \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, CATL\uc740 \ub098\ud2b8\ub968\uc774\uc628 \ubc0f LFP \uad00\ub828 \ud2b9\ud5c8\ub97c \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Ascend Elements \ubc0f Redwood Materials\uc640 \uac19\uc740 \uc7ac\ud65c\uc6a9 \uc2a4\ud0c0\ud2b8\uc5c5\uc740 \uc591\uadf9\uc7ac-\ud22c-\uc591\uadf9\uc7ac \uc7ac\uc0dd\uc744 \ucd94\uc9c4\ud558\uba70 EU\uc758 \uc7ac\ud65c\uc6a9 \ucf58\ud150\uce20 \uc758\ubb34\ud654\uc5d0 \ubd80\uc751\ud558\uace0 OEM\uc5d0\uac8c \uc21c\ud658 \uacbd\uc81c \ubcf4\uc99d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>ISO 14001 \ubc0f \ucc45\uc784 \uc788\ub294 \uad11\ubb3c \uc774\ub2c8\uc154\ud2f0\ube0c(Responsible Minerals Initiative) \ud504\ub85c\ud1a0\ucf5c \uc900\uc218\ub294 \uae30\ubcf8 \uc694\uac74\uc774 \ub418\uace0 \uc788\uc73c\uba70, \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc18c\uc7ac \uc0b0\uc5c5\uc740 \uaddc\ubaa8\uc758 \uacbd\uc81c, \ud601\uc2e0 \uc18d\ub3c4, ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uc790\uaca9 \uc99d\uba85\uc744 \uac15\ud654\ub418\ub294 \uc815\ubd80\uc758 \uac10\uc2dc \ud558\uc5d0 \uade0\ud615\uc744 \ub9de\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uc0b0\uc5c5 \ub9ac\ub354\ub85c\ub294 Targray Technology International Inc., BASF SE, Mitsubishi Chemical Group Corporation, UBE Corporation, Umicore SA \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 1\uc6d4: \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0\uc740 \ud55c\uad6d\uc5d0\uc11c \uace0\ub2c8\ucf08 NMC \uc591\uadf9\uc7ac \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uc5f0\uac04 10\ub9cc \ud1a4 \ud655\uc7a5\ud558\uae30 \uc704\ud574 12\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uace0, AI \uae30\ubc18 \ud488\uc9c8 \uad00\ub9ac \ubc0f \ud3d0\uc1c4 \ub8e8\ud504 \uc2a4\ud06c\ub7a9 \uc7ac\ud65c\uc6a9\uc744 \ud1b5\ud569\ud560 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: \uc54c\ubca0\ub9d0\uc740 \ub77c\uc774\uc628\ud0c0\uc6b4 \ub9ac\uc18c\uc2a4\uc758 \uce90\uc2ac\ub9b0 \ubc38\ub9ac \ub9ac\ud2ac \ud504\ub85c\uc81d\ud2b8\ub97c 66\uc5b5 \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec \ubbf8\uad6d \uae30\uac00\ud329\ud1a0\ub9ac \uacf5\uae09\uc744 \uc704\ud55c \uc5f0\uac04 50\ub9cc \ud1a4\uc758 \uc2a4\ud3ec\ub4c0\ubbfc \uc815\uad11\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 11\uc6d4: LG\ud654\ud559\uacfc \ud654\uc720\ucf54\ubc1c\ud2b8\ub294 LME \uac00\uaca9\uc5d0 \uc5f0\ub3d9\ub418\uace0 \ucd5c\uc800 \uac00\uaca9 \ubcf4\ud638\uac00 \ud3ec\ud568\ub41c 10\ub144, \uc5f0\uac04 15\ub9cc \ud1a4 \uaddc\ubaa8\uc758 \ud669\uc0b0\ub2c8\ucf08 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 10\uc6d4: BASF\ub294 \ub3c5\uc77c\uc5d0\uc11c 5\uc5b5 \uc720\ub85c\ub97c \ud22c\uc790\ud558\uc5ec LMFP \ubc0f \uace0\ub9dd\uac04 NMC \ub77c\uc778\uc744 \uc704\ud55c \uc5f0\uac04 4\ub9cc \ud1a4 \uaddc\ubaa8\uc758 \uc591\uadf9\uc7ac \uc804\uad6c\uccb4 \uacf5\uc7a5\uc744 \uac00\ub3d9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc2dc\uc7a5 \ub3d9\ud5a5\uacfc \uacbd\uc7c1 \ud658\uacbd\uc740 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc18c\uc7ac \uc0b0\uc5c5\uc774 \uc9c0\uc18d\uc801\uc778 \ud601\uc2e0\uacfc \uc804\ub7b5\uc801 \ud22c\uc790\ub97c \ud1b5\ud574 \ube60\ub974\uac8c \uc9c4\ud654\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc18c\uc7ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5 \uc815\uc758 \ubc0f \uac00\uc815, \uc5f0\uad6c \ubc29\ubc95\ub860, \uc8fc\uc694 \uc694\uc57d\uc73c\ub85c \uc2dc\uc791\ud558\uc5ec \uc2dc\uc7a5 \ud658\uacbd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\uae00\ub85c\ubc8c \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc18c\uc7ac \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 13.74%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70, 2031\ub144\uc5d0\ub294 1,057\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2025\ub144 \uc218\uc694\uc758 89.10%\ub97c \ucc28\uc9c0\ud55c \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac(NMC, LFP, NCA \ud3ec\ud568)\uac00 \ud604\uc7ac \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \uc804 \uc138\uacc4\uc801\uc778 \uc804\uae30\ucc28 \ud310\ub9e4 \uae09\uc99d, \ub9ac\ud2ac \uc774\uc628 \ud329\uc758 $\/kWh \uac00\uaca9 \ud558\ub77d, \ud575\uc2ec \uad11\ubb3c \uad6d\ub0b4 \uc815\uc81c\uc5d0 \ub300\ud55c \uad6d\uac00 \ubcf4\uc870\uae08 \ud655\ub300\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ucf54\ubc1c\ud2b8 \uc0ac\uc6a9\uc744 \uc904\uc774\ub294 \uace0\ub9dd\uac04 \uc591\uadf9\uc7ac\uc758 \ud601\uc2e0\uc801\uc778 \uac1c\ubc1c, \uc2e4\ub9ac\ucf58-\ud0c4\uc18c \ubcf5\ud569 \uc74c\uadf9\uc7ac\uc758 \uc0c1\uc6a9\ud654, AI \uae30\ubc18 \ubc1c\uacac \ud50c\ub7ab\ud3fc\uc744 \ud1b5\ud55c \uc18c\uc7ac R&#038;D \uac00\uc18d\ud654 \ub4f1 \uae30\uc220 \ubc1c\uc804\uc774 \uc911\uc694\ud55c \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n\ubc18\uba74, \ub9ac\ud2ac, \ucf54\ubc1c\ud2b8, \ub2c8\ucf08 \ub4f1 \ud575\uc2ec \uad11\ubb3c\uc758 \uacf5\uae09 \uc9d1\uc911, \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131, \uac00\uacf5 \uae30\uc220 \uc778\ub825 \ubd80\uc871, \uc5fc\uc218 \ucd94\ucd9c\uc5d0 \ub300\ud55c \ubb3c \uc2a4\ud2b8\ub808\uc2a4 \ubc18\ub300 \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubc0f \uae30\uc220\ubcc4 \uc8fc\uc694 \ub3d9\ud5a5:<br \/>\n\ubd81\ubbf8 \uc9c0\uc5ed\uc740 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \uc138\uc561 \uacf5\uc81c \ubc0f \ud604\uc9c0 \uc0dd\uc0b0 \uaddc\uc815\uc73c\ub85c \uc778\ud574 \uc591\uadf9\uc7ac \uc804\uad6c\uccb4 \ubc0f \ud569\uc131 \ud751\uc5f0 \ud504\ub85c\uc81d\ud2b8\uac00 \ubbf8\uad6d\uacfc \uce90\ub098\ub2e4\ub85c \uc720\uce58\ub418\uba74\uc11c \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\ub9dd\uac04 \uc591\uadf9\uc7ac\ub294 \ucf54\ubc1c\ud2b8 \ud568\ub7c9\uc744 5% \ubbf8\ub9cc\uc73c\ub85c \ub0ae\ucd94\uace0 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uba74\uc11c \uc911\uac70\ub9ac \ucc28\ub7c9\uc758 \ub0b4\uad6c\uc131 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uba70 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud604\ubb3c \uad6c\ub9e4\uc5d0\uc11c \uc7a5\uae30 \uc9c0\uc218 \uc5f0\ub3d9 \uacc4\uc57d\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc73c\uba70, \uc591\uadf9\uc7ac \uac00\uaca9\uc744 \ubd84\uae30\ubcc4 \uae08\uc18d \ud3c9\uade0\uc5d0 \uc5f0\ub3d9\ud558\ub294 \ucd94\uc138\uc785\ub2c8\ub2e4. \ucc28\ub7c9 \uc720\ud615\ubcc4\ub85c\ub294 \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \ub9c8\uc774\ud06c\ub85c \ubaa8\ube4c\ub9ac\ud2f0 \ubd90\uacfc \uc778\ub3c4\uc758 \ubcf4\uc870\uae08 \uc5f0\uc7a5\uc73c\ub85c \uc778\ud574 \uc774\ub95c\ucc28 \ubc0f \uc0bc\ub95c\ucc28 \ubd80\ubb38\uc774 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 20.1%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc758 \uc2ec\uce35 \ubd84\uc11d \ubc94\uc704:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \ubc30\ud130\ub9ac \ud654\ud559(\ub9ac\ud2ac \uc774\uc628, \ucc28\uc138\ub300 \ubc30\ud130\ub9ac, \ub0a9\ucd95, \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c), \uc18c\uc7ac(\uc74c\uadf9, \uc591\uadf9, \ubd84\ub9ac\ub9c9, \uc804\ud574\uc9c8 \ub4f1), \ucc28\ub7c9 \uc720\ud615(\uc2b9\uc6a9\ucc28, \uacbd\uc0c1\uc6a9\ucc28, \uc911\ub300\ud615 \ud2b8\ub7ed, \ubc84\uc2a4, \uc774\ub95c\/\uc0bc\ub95c\ucc28, \ud2b9\uc218 \uc804\uae30\ucc28), \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 \uc8fc\uc694 \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \uc81c\uacf5\ud569\ub2c8\ub2e4. \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 \ubd84\uc11d, \ud22c\uc790 \ubd84\uc11d\uc744 \ud3ec\ud568\ud55c \uc2dc\uc7a5 \ud658\uacbd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \uc8fc\uc694 \uae30\uc5c5:<br \/>\n\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \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 \uc81c\uc2dc\ud569\ub2c8\ub2e4. Albemarle, BASF, Umicore, Mitsubishi Chemical Group, LG Chem, POSCO Future M \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \ud1b5\ud574 \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \uc0ac\uc5c5 \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5\uc801 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ub4f1\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud558\uba70, \uc5ed\ub3d9\uc801\uc778 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc18c\uc7ac \uc2dc\uc7a5\uc758 \uc804\ubc18\uc801\uc778 \uc774\ud574\ub97c \ub3d5\uc2b5\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-33247","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\/33247"}],"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=33247"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/33247\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=33247"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=33247"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=33247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}