{"id":33622,"date":"2026-02-09T23:58:37","date_gmt":"2026-02-09T23:58:37","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/aluminum-ingots-market-mordor\/"},"modified":"2026-09-11T02:58:33","modified_gmt":"2026-09-10T17:58:33","slug":"aluminum-ingots-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/aluminum-ingots-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc54c\ub8e8\ubbf8\ub284 \uc789\uacf3 \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\/aluminum-ingots-market-1767182527600-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\/aluminum-ingots-market-size-image-1767182537833.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 \uc2e0\ud765 \uacbd\uc81c\uad6d\uc758 \uac74\uc124 \ud65c\ub3d9 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc790\ub3d9\ucc28 \ubc0f \uc804\uae30\ucc28\uc758 \uacbd\ub7c9\ud654 \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.3 \ud0c8\ud0c4\uc18c\ud654 \ucd94\uc9c4 \ubc0f \uc7ac\ud65c\uc6a9\uc131 \uc774\uc810<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc911\uad6d\uc758 \uc561\uccb4 \uae08\uc18d \uacf5\uae09\ub9dd\uc73c\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.5 \ubd88\ud65c\uc131 \uc591\uadf9 \ubc0f \uc800\ud0c4\uc18c \uc81c\ub828 \ud504\ub9ac\ubbf8\uc5c4\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 \uc6d0\uc790\uc7ac \ubc0f \uc804\ub825 \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud0c4\uc18c \uad6d\uacbd \uc870\uc815 \ubc0f \uc5c4\uaca9\ud55c ESG \uac10\uc0ac<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc218\ub825 \ubc1c\uc804 \uad00\ub828 \ubb3c \ubd80\uc871 \uc81c\ud55c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.5 \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 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc0dd\uc0b0 \uacf5\uc815\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 1\ucc28 \uc789\uacf3<\/li>\n<li class=\"toc-level-3\">5.1.2 2\ucc28\/\uc7ac\ud65c\uc6a9 \uc789\uacf3<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uac74\ucd95 \ubc0f \uac74\uc124<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud56d\uacf5\uc6b0\uc8fc<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc804\uae30 \ubc0f \uc804\uc790<\/li>\n<li class=\"toc-level-3\">5.2.5 \ud3ec\uc7a5<\/li>\n<li class=\"toc-level-3\">5.2.6 \uae30\uacc4 \ubc0f \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.2.7 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.3.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.3.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.3.1.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.3.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.3.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.3.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.3.3 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.4 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.3.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.3.3.6 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.3.3.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.3.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.3.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.3.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.3.5.2 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.3 \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<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728\/\uc21c\uc704 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Alcoa Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Aluminium Bahrain<\/li>\n<li class=\"toc-level-3\">6.4.3 Aluminum Corporation of China Ltd. (Chalco)<\/li>\n<li class=\"toc-level-3\">6.4.4 BHP Billiton<\/li>\n<li class=\"toc-level-3\">6.4.5 Century Aluminum Company.<\/li>\n<li class=\"toc-level-3\">6.4.6 China Hongqiao Group Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 CHINA ZHONGWANG HOLDINGS LIMITED<\/li>\n<li class=\"toc-level-3\">6.4.8 Constellium SE<\/li>\n<li class=\"toc-level-3\">6.4.9 Dubai Aluminium Company<\/li>\n<li class=\"toc-level-3\">6.4.10 Emirates Global Aluminium PJSC.<\/li>\n<li class=\"toc-level-3\">6.4.11 Hindalco Industries Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 JBMI<\/li>\n<li class=\"toc-level-3\">6.4.13 NALCO India<\/li>\n<li class=\"toc-level-3\">6.4.14 Norsk Hydro ASA<\/li>\n<li class=\"toc-level-3\">6.4.15 Rio Tinto<\/li>\n<li class=\"toc-level-3\">6.4.16 RusAL<\/li>\n<li class=\"toc-level-3\">6.4.17 South32<\/li>\n<li class=\"toc-level-3\">6.4.18 SPIC, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 Vedanta Aluminium<\/li>\n<li class=\"toc-level-3\">6.4.20 Xinfa Group Co., Ltd.<\/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>\uc54c\ub8e8\ubbf8\ub284 \uc789\uacf3 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>\uc54c\ub8e8\ubbf8\ub284 \uc789\uacf3 \uc2dc\uc7a5\uc740 2026\ub144 2,681\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 3,296\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 4.22%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \uc0dd\uc0b0 \uacf5\uc815(1\ucc28 \uc789\uacf3 \ubc0f 2\ucc28\/\uc7ac\ud65c\uc6a9 \uc789\uacf3), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uac74\uc124, \uc790\ub3d9\ucc28, \uc804\uae30 \ubc0f \uc804\uc790, \ud3ec\uc7a5, \uae30\uacc4 \ubc0f \uc7a5\ube44, \uae30\ud0c0) \ubc0f \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc218\uce58\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<br \/>\n*   \uc5f0\uad6c \uae30\uac04: 2021\ub144 &#8211; 2031\ub144<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 2,681\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 3,296\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026-2031\ub144): 4.22% CAGR<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04 \uc218\uc900<br \/>\n*   \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4: China Hongqiao Group Ltd., Aluminum Corporation of China Ltd. (Chalco), RusAL, Rio Tinto, Norsk Hydro ASA \ub4f1<\/p>\n<p>\uc0dd\uc0b0 \ub2a5\ub825\uc758 \ubcc0\ud654\ub294 \ube44\uc6a9 \uace1\uc120\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc73c\uba70, \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 Scope 3 \ubaa9\ud45c \ub2ec\uc131\uc744 \uc704\ud574 \uc2a4\ud06c\ub7a9 \ub8e8\ud504\ub97c \ud3d0\uc1c4\ud568\uc5d0 \ub530\ub77c 2\ucc28 \uc789\uacf3\uc774 1\ucc28 \uae08\uc18d\ubcf4\ub2e4 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc5f0\ud569, \uc601\uad6d, \uce90\ub098\ub2e4\uc758 \ud0c4\uc18c \uad6d\uacbd \uc870\uc815 \uc81c\ub3c4\ub294 \uc800\ubc30\ucd9c \uacf5\uae09\uc744 \uc7a5\ub824\ud558\uc5ec \uc218\ub825 \ubc1c\uc804\uc774\ub098 \ubd88\ud65c\uc131 \uc591\uadf9 \uc804\uc9c0\ub97c \uc0ac\uc6a9\ud558\ub294 \uc81c\ub828\uc18c\uc5d0 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubd80\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc5ec\uc804\ud788 \ubb3c\ub7c9\uc758 \uc911\uc2ec\ucd95\uc774\uc9c0\ub9cc, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 \ubcf4\uc870\uae08 \uac00\uc2a4\uc640 \uc778\ub3c4 \uac00\uacf5\uc5c5\uccb4\uc640\uc758 \uadfc\uc811\uc131\uc744 \ubc14\ud0d5\uc73c\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc911\uad6d\uc758 \uc561\uc0c1 \uae08\uc18d \ubb3c\ub958, \uc2e0\ud765 \uacbd\uc81c\uad6d\uc758 \ubaa8\ub4c8\uc2dd \uac74\ucd95 \uc218\uc694, \uafb8\uc900\ud55c \ud56d\uacf5\uc6b0\uc8fc \uc0dd\uc0b0\ub7c9\uc740 \uc804\ub825 \uac00\uaca9 \uae09\ub4f1\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc54c\ub8e8\ubbf8\ub284 \uc789\uacf3 \uc2dc\uc7a5\uc744 \uc548\uc815\ud654\uc2dc\ud0ac \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p># 2. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc0dd\uc0b0 \uacf5\uc815\ubcc4: 2025\ub144 \uae30\uc900 1\ucc28 \uc789\uacf3\uc774 \uc54c\ub8e8\ubbf8\ub284 \uc789\uacf3 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 62.41%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2\ucc28 \uc789\uacf3\uc740 2031\ub144\uae4c\uc9c0 5.32%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2025\ub144\uc5d0\ub294 \uac74\uc124 \ubd80\ubb38\uc774 34.28%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 5.18%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2025\ub144 \uc218\uc694\uc758 53.46%\ub97c \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 2031\ub144\uae4c\uc9c0 4.97%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># 3. \uae00\ub85c\ubc8c \uc54c\ub8e8\ubbf8\ub284 \uc789\uacf3 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p> 3.1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   \uc2e0\ud765 \uacbd\uc81c\uad6d\uc758 \uac74\uc124 \ud65c\ub3d9 \uc99d\uac00 (+1.2% CAGR \uc601\ud5a5): \uc778\ub3c4\uc758 \uad6d\uac00 \uc778\ud504\ub77c \ud30c\uc774\ud504\ub77c\uc778\uc740 2025\ub144\uae4c\uc9c0 1\uc870 4\ucc9c\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uba70, \uc774 \uc911 \uc57d 30%\uac00 \uc54c\ub8e8\ubbf8\ub284 \ube44\uc911\uc774 \ub192\uc740 \ucca0\ub3c4 \ubc0f \uc804\ub825 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ud560\ub2f9\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 2025\ub144 \ub3c4\uc2dc\ud654\uc728 66%\ub294 \ud2b9\ud788 \ubd80\uc2dd \uc800\ud56d\uc131\uc774 \uc911\uc694\ud55c \ud574\uc548 \uc9c0\uc5ed\uc5d0\uc11c \ucee4\ud2bc\uc6d4 \ubc0f \uc9c0\ubd95 \uc218\uc694\ub97c \ub192\uac8c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubca0\ud2b8\ub0a8\uacfc \uc778\ub3c4\ub124\uc2dc\uc544\ub3c4 \uc720\uc0ac\ud55c \ud328\ud134\uc744 \ubcf4\uc774\uba70, \ubca0\ud2b8\ub0a8\uc758 1\uc778\ub2f9 \uc54c\ub8e8\ubbf8\ub284 \uc0ac\uc6a9\ub7c9\uc740 2025\ub144 5.1kg\uc73c\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc870\ub9bd\uc2dd \ubaa8\ub4c8\uc758 \uc131\uc7a5\uc740 \uce58\uc218 \ud5c8\uc6a9 \uc624\ucc28\ub97c \uac15\ud654\ud558\uc5ec \uc8fc\uc870 \ubc0f \uc555\ucd9c\uc744 \ub2e8\uc77c \ud604\uc7a5\uc5d0\uc11c \ud1b5\ud569\ud558\ub294 \uc81c\ub828\uc18c\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 \ubc0f \uc804\uae30\ucc28(EV)\uc758 \uacbd\ub7c9\ud654 \uc218\uc694 \uc99d\uac00 (+1.5% CAGR \uc601\ud5a5): \ubc30\ud130\ub9ac \uc804\uae30\ucc28\ub294 \ub0b4\uc5f0\uae30\uad00\ucc28\ubcf4\ub2e4 20-30% \ub354 \ub9ce\uc740 \uc54c\ub8e8\ubbf8\ub284\uc744 \uc0ac\uc6a9\ud558\uba70, \uc8fc\ub85c \uc778\ud074\ub85c\uc800 \ubc0f \ucda9\ub3cc \uad6c\uc870\ubb3c\uc5d0 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \ubd81\ubbf8 \uacbd\ub7c9\ucc28\ub7c9\ub2f9 \ud3c9\uade0 \uc54c\ub8e8\ubbf8\ub284 \ud568\ub7c9\uc740 2025\ub144 220kg\uc5d0\uc11c 2030\ub144\uae4c\uc9c0 250kg\uc73c\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. Novelis\uc640 \uac19\uc740 \ud3d0\uc1c4 \ub8e8\ud504 \uc2a4\ud06c\ub7a9 \uc2dc\uc2a4\ud15c\uc740 \uc2a4\ud0ec\ud551 \uc794\uc7ac\ubb3c\uc744 60\uc77c \uc774\ub0b4\uc5d0 \ub3d9\uc77c\ud55c \uacf5\uc7a5\uc73c\ub85c \ubc18\ud658\ud558\uc5ec \ud569\uae08 \ud654\ud559\uc744 \ubcf4\uc874\ud558\uace0 \uc2e0\uaddc \uae08\uc18d \uc218\uc694\ub97c \uc904\uc785\ub2c8\ub2e4. EV \ubc30\ud130\ub9ac \ubc15\uc2a4\uc758 \uace0\uc2e4\ub9ac\ucf58 \uc8fc\uc870\ubb3c\uc740 \uc7ac\ud65c\uc6a9\uc5d0 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc5c8\uc73c\ub098, \uc0c8\ub85c\uc6b4 \uace0\uccb4 \ubd84\ub9ac \uae30\uc220\uc774 \ucde8\uc131 \uc704\ud5d8\uc744 \ud574\uacb0\ud558\uc5ec 2\ucc28 \uc789\uacf3 \ucc44\ud0dd\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud0c8\ud0c4\uc18c\ud654 \ucd94\uc9c4 \ubc0f \uc7ac\ud65c\uc6a9\uc758 \uc774\uc810 (+0.9% CAGR \uc601\ud5a5): 2\ucc28 \uc54c\ub8e8\ubbf8\ub284\uc740 1\ucc28 \uae08\uc18d \uc0dd\uc0b0\uc5d0 \ud544\uc694\ud55c \uc5d0\ub108\uc9c0\uc758 5%\ub9cc\uc744 \uc18c\ube44\ud558\ubbc0\ub85c, \ud0c4\uc18c \ube44\uc6a9\uc774 \ubd80\uacfc\ub418\ub294 \uc9c0\uc5ed\uc5d0\uc11c \uc720\ub9ac\ud55c \uc704\uce58\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. EU\uc758 \ud0c4\uc18c \uad6d\uacbd \uc870\uc815 \uba54\ucee4\ub2c8\uc998(CBAM)\uc740 \ubbf8\uac80\uc99d \uc789\uacf3\uc5d0 \uae30\ubcf8 10.6\ud1a4 CO\u2082 \uacc4\uc218\ub97c \ud560\ub2f9\ud558\uc5ec, \ud0c4\uc18c \uac00\uaca9\uc774 EUR 90\uc77c \ub54c \ud1a4\ub2f9 \uc57d EUR 954\uc758 \uc778\uc99d \ube44\uc6a9\uc744 \ucd94\uac00\ud569\ub2c8\ub2e4. \uce90\ub098\ub2e4\uc640 \uc601\uad6d\ub3c4 2027-2028\ub144\uc5d0 \uc720\uc0ac\ud55c \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc608\uace0\ud588\uc2b5\ub2c8\ub2e4. \ud018\ubca1, \ub178\ub974\uc6e8\uc774, \uc544\uc774\uc2ac\ub780\ub4dc\uc758 \uc0dd\uc0b0\uc790\ub4e4\uc740 \uc774\ubbf8 \ud1a4\ub2f9 4\ud1a4 CO\u2082 \ubbf8\ub9cc\uc758 \ud0c4\uc18c \ubc1c\uc790\uad6d\uc73c\ub85c \ud5e4\uc9d5\ud558\uba70, Scope 3 \ubc30\ucd9c\ub7c9 \uac10\ucd95\uc744 \ud544\uc694\ub85c \ud558\ub294 \uad6c\ub9e4\uc790\ub85c\ubd80\ud130 USD 200-300\uc758 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d\uc758 \uc561\uc0c1 \uae08\uc18d \uacf5\uae09\ub9dd \uc804\ud658 (+0.4% CAGR \uc601\ud5a5): \uc911\uad6d\uc740 2025\ub144\uae4c\uc9c0 \uc561\uc0c1 \uae08\uc18d \uc6b4\uc1a1 \ube44\uc911\uc744 90%\ub85c \ubaa9\ud45c\ub85c \ud558\uc5ec \ud1a4\ub2f9 300-400 kWh\uc758 \uc7ac\uc6a9\ud574 \uc190\uc2e4\uc744 \ud53c\ud558\uace0\uc790 \ud569\ub2c8\ub2e4. \ub2e8\uc5f4 \ub798\ub4e4\ub85c \uc6a9\uc735 \uc54c\ub8e8\ubbf8\ub284\uc744 48\uc2dc\uac04 \uc774\ub0b4\uc5d0 \uac00\uacf5\uc5c5\uccb4\ub85c \uc9c1\uc811 \uc6b4\uc1a1\ud558\ub294 \uc2dc\ubc94 \ucca0\ub3c4 \uc5f0\uacb0\uc740 \uc5d0\ub108\uc9c0\ub97c \uc808\uc57d\ud558\uace0 \uc0b0\ud654 \uc190\uc2e4\uc744 \uc904\uc785\ub2c8\ub2e4. 500km \uc774\ub0b4\uc5d0 \uc81c\ub828\uc18c\uc640 \uc8fc\uc870 \uacf5\uc7a5\uc744 \ud074\ub7ec\uc2a4\ud130\ub9c1\ud558\ub294 \uac83\uc774 \uc774 \ubaa8\ub378\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uc778\ub3c4\uc640 \uac78\ud504 \uc9c0\uc5ed \uc0dd\uc0b0\uc790\ub4e4\ub3c4 \ub300\ub7c9 \uc555\ucd9c\uc744 \uc704\ud55c \uc720\uc0ac\ud55c \uacbd\ub85c\ub97c \uc5f0\uad6c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd88\ud65c\uc131 \uc591\uadf9 \ubc0f \uc800\ud0c4\uc18c \uc81c\ub828 \ud504\ub9ac\ubbf8\uc5c4\ud654 (+0.6% CAGR \uc601\ud5a5): EU \ubc0f \ubd81\ubbf8 \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc911\uc2ec\uc73c\ub85c \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc800\ud0c4\uc18c \uc81c\ub828 \uae30\uc220\uc5d0 \ub300\ud55c \ud504\ub9ac\ubbf8\uc5c4\uc774 \ud615\uc131\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> 3.2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \uc6d0\uc790\uc7ac \ubc0f \uc804\ub825 \uac00\uaca9 \ubcc0\ub3d9\uc131 (-0.8% CAGR \uc601\ud5a5): \uc81c\ub828\uc5d0\ub294 \ud1a4\ub2f9 13-15 MWh\uc758 \uc804\ub825\uc774 \uc18c\ubaa8\ub418\ubbc0\ub85c, \uc804\ub825 \uac00\uaca9 \ubcc0\ub3d9\uc740 \ub9c8\uc9c4\uc744 \ud558\ub8fb\ubc24 \uc0ac\uc774\uc5d0 \uc5c6\uc568 \uc218 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 \uc720\ub7fd\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc740 \uac00\uc2a4 \uac00\uaca9\uc774 MWh\ub2f9 EUR 100\ub97c \ucd08\uacfc\ud558\uba74\uc11c 100\ub9cc \ud1a4 \uc774\uc0c1 \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. \uc54c\ub8e8\ubbf8\ub098 \ube44\uc6a9 \ub610\ud55c \uae30\ub2c8\uc758 \uacf5\uae09 \ucc28\uc9c8\ub85c \uc778\ud574 FOB \ud638\uc8fc \uac00\uaca9\uc774 \ud1a4\ub2f9 USD 450\ub97c \ub118\uc5b4\uc130\uc744 \ub54c \uae09\ub4f1\ud588\uc2b5\ub2c8\ub2e4. \uc790\uc0ac \uc815\uc81c\uc18c\uc640 \uc218\ub825 \ubc1c\uc804 \uacc4\uc57d\uc744 \ubcf4\uc720\ud55c \uc218\uc9c1 \ud1b5\ud569 \ub300\uae30\uc5c5\ub9cc\uc774 \uc218\uc775\uc131\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud0c4\uc18c \uad6d\uacbd \uc870\uc815 \ubc0f \uc5c4\uaca9\ud55c ESG \uac10\uc0ac (-0.5% CAGR \uc601\ud5a5): EU \uc218\ucd9c\uc5c5\uccb4\ub294 2026\ub144\ubd80\ud130 ISO-14064 \uac80\uc99d\ub41c Scope 1 \ubc0f Scope 2 \ub370\uc774\ud130\ub97c \uc81c\ucd9c\ud574\uc57c \ud569\ub2c8\ub2e4. \uc54c\ub8e8\ubbf8\ub284 \ud1a4\ub2f9 10\ud1a4 CO\u2082\ub97c \ucd08\uacfc\ud558\ub294 \uae30\ubcf8 \uacc4\uc218\ub294 EUR 1,000 \uc774\uc0c1\uc758 \uc778\uc99d \ube44\uc6a9\uc744 \ubc1c\uc0dd\uc2dc\ucf1c \uace0\ud0c4\uc18c \uacf5\uc7a5\uc744 \uc2dc\uc7a5\uc5d0\uc11c \ubc30\uc81c\uc2dc\ud0b5\ub2c8\ub2e4. \uc601\uad6d\uacfc \uce90\ub098\ub2e4\ub294 2027\ub144\uacfc 2028\ub144\uc5d0 \uc720\uc0ac\ud55c \uaddc\uc815\uc744 \uc2dc\ud589\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc11d\ud0c4 \ubc1c\uc804 \uc81c\ub828\uc18c\ub294 \ud0c8\ud0c4\uc18c\ud654\ud558\uac70\ub098 \ube44\uaddc\uc81c \uc2dc\uc7a5\uc73c\ub85c \uc0dd\uc0b0\uc744 \uc804\ud658\ud574\uc57c \ud558\ub294 \uc120\ud0dd\uc5d0 \uc9c1\uba74\ud569\ub2c8\ub2e4.<br \/>\n*   \uc218\ub825 \ubc1c\uc804 \uad00\ub828 \ubb3c \ubd80\uc871 \uc81c\ud55c (-0.3% CAGR \uc601\ud5a5): \uc911\uad6d(\uc708\ub09c, \uc4f0\ucd28), \ub178\ub974\uc6e8\uc774, \ube0c\ub77c\uc9c8, \uce90\ub098\ub2e4 \uc77c\ubd80 \uc9c0\uc5ed\uc5d0\uc11c \uc218\ub825 \ubc1c\uc804\uc5d0 \uc758\uc874\ud558\ub294 \uc81c\ub828\uc18c\ub294 \ubb3c \ubd80\uc871\uc73c\ub85c \uc778\ud574 \uc0dd\uc0b0\uc5d0 \uc81c\uc57d\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p> 4.1. \uc0dd\uc0b0 \uacf5\uc815\ubcc4: \uc7ac\ud65c\uc6a9\uc774 \uaca9\ucc28\ub97c \uc881\ud788\ub2e4<\/p>\n<p>2\ucc28 \uc789\uacf3\uc740 2031\ub144\uae4c\uc9c0 5.32%\uc758 CAGR\ub85c \ud655\uc7a5\ub418\uc5b4 2025\ub144 62.41%\uc600\ub358 1\ucc28 \uc789\uacf3\uc758 \uc9c0\ubc30\ub825\uc744 \uc57d\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \ud3d0\ucc28\ub7c9 \ud3d0\uae30 \uc99d\uac00\ub85c 2025\ub144\uc5d0 1,500\ub9cc \ub300\uc758 \ucc28\ub7c9\uc774 \ud3d0\uae30\ub418\uc5c8\uc73c\uba70, \uac01 \ucc28\ub7c9\uc5d0\ub294 180kg\uc758 \uc54c\ub8e8\ubbf8\ub284\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. Novelis\uc640 \uac19\uc740 \ud3d0\uc1c4 \ub8e8\ud504 \uc2dc\uc2a4\ud15c\uc740 \uc2a4\ud0ec\ud551 \uc2a4\ud06c\ub7a9\uc744 60\uc77c \uc774\ub0b4\uc5d0 \uc790\ub3d9\ucc28 \ub4f1\uae09 \uc2dc\ud2b8\ub85c \ub2e4\uc2dc \uc804\ud658\ud558\uc5ec \uacf5\uae09 \ubcf4\uc548\uc744 \uac15\ud654\ud569\ub2c8\ub2e4. \uace0\uccb4 \ubd84\ub9ac \uae30\uc220\uc740 \uc774\uc81c 1\ucc28 \uae08\uc18d\uc5d0\ub9cc \uc801\uc6a9\ub418\ub358 ASTM B209 \ud5c8\uc6a9 \uc624\ucc28\ub97c \ucda9\uc871\ud558\ub294 2\ucc28 \uc789\uacf3\uc744 \uc0dd\uc0b0\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p>1\ucc28 \uc81c\ub828\uc18c\ub294 Norsk Hydro\uc758 Reduxa \ub610\ub294 Rio Tinto\uc758 RenewAl\uacfc \uac19\uc774 \ud1a4\ub2f9 4\ud1a4 CO\u2082 \ubbf8\ub9cc\uc758 \ud0c4\uc18c \ubc1c\uc790\uad6d\uc744 \uc57d\uc18d\ud558\ub294 \uc800\ud0c4\uc18c \uc81c\ud488\uc744 \ud1b5\ud574 \uc810\uc720\uc728\uc744 \ubc29\uc5b4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc81c\ud488\uc740 \uc720\ub7fd\uc5d0\uc11c USD 150-250\uc758 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc5bb\uc73c\uba70, \uc21c\ub3c4\uac00 \uc911\uc694\ud55c \ubd84\uc57c\uc5d0\uc11c\uc758 \ub300\uccb4\uc7ac \uc0ac\uc6a9\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4. \uc74c\ub8cc \uce94 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 2030\ub144\uae4c\uc9c0 90%\uc758 \uc7ac\ud65c\uc6a9 \ud568\ub7c9\uc744 \uc694\uad6c\ud558\uc9c0\ub9cc, \ubbf8\uad6d\uc758 \uc218\uac70\uc728\uc740 49%\uc5d0 \uba38\ubb3c\ub7ec \uc2a4\ud06c\ub7a9 \ubd80\uc871\uc744 \uc57c\uae30\ud558\uace0 2\ucc28 \uc789\uacf3\uc758 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ub192\uc5ec \ube44\uc6a9 \uaca9\ucc28\ub97c \uc881\ud788\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> 4.2. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc790\ub3d9\ucc28\uac00 \uc804\ud1b5\uc801\uc778 \uc218\uc694\ub97c \ucd94\uc6d4\ud558\ub2e4<\/p>\n<p>2025\ub144\uc5d0\ub294 \uac74\uc124 \ubd80\ubb38\uc774 \uc804\uccb4 \ubb3c\ub7c9\uc758 34.28%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uc790\ub3d9\ucc28 \ubd80\ubb38\uc740 5.18%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. EU\uc758 \ucd08\uacfc CO\u2082 \ubc30\ucd9c\ub7c9 1g\ub2f9 EUR 95\uc758 \ubc8c\uae08\uc740 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ucc28\ub7c9\uc744 \uacbd\ub7c9\ud654\ud558\ub3c4\ub85d \uc555\ub825\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Ford\uc758 F-150 Lightning\uc740 \uc804 \uc54c\ub8e8\ubbf8\ub284 \ucc28\uccb4\ub97c \uc0ac\uc6a9\ud558\uc5ec 320kg\uc744 \uc808\uac10\ud558\uc5ec \uc8fc\ud589 \uac70\ub9ac\ub97c \ub298\ub9ac\uace0 \ubc30\ud130\ub9ac \ud06c\uae30\ub97c \uc904\uc600\uc2b5\ub2c8\ub2e4. Tesla\uc758 Model Y \ubc30\ud130\ub9ac \uc778\ud074\ub85c\uc800\uc6a9 \ub2e8\uc77c \uc8fc\uc870\ubb3c\uc740 370\uac1c\uc758 \ud328\uc2a4\ub108\ub97c \uc81c\uac70\ud558\uc5ec \uc870\ub9bd \uc2dc\uac04\uc744 30% \ub2e8\ucd95\ud588\uc2b5\ub2c8\ub2e4. \ud56d\uacf5\uc6b0\uc8fc \ubd80\ubb38\uc740 \uc789\uacf3 \uc18c\ube44\ub7c9\uc774 \uc801\uc9c0\ub9cc, Boeing\uacfc Airbus\uac00 2025\ub144\uc5d0 \uac01\uac01 480\ub300\uc640 735\ub300\uc758 \ud56d\uacf5\uae30 \uc0dd\uc0b0\uc744 \ub298\ub9ac\uba74\uc11c \ub9c8\uc9c4\uc774 \ub192\uc740 \uc2dc\uc7a5\uc73c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\uae30 \uc751\uc6a9 \ubd84\uc57c\ub294 \uc778\ub3c4\uc758 2030\ub144\uae4c\uc9c0 500GW \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubaa9\ud45c\uc5d0 \ub530\ub77c 200\ub9cc \ud0ac\ub85c\ubbf8\ud130\uc758 \uc54c\ub8e8\ubbf8\ub284 \ub3c4\uccb4\uac00 \ud544\uc694\ud558\uc5ec \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud3ec\uc7a5 \ubd80\ubb38\uc740 \uc77c\ud68c\uc6a9 \ud50c\ub77c\uc2a4\ud2f1 \uae08\uc9c0 \uc870\uce58\ub85c \uc778\ud574 \uce94\uacfc \ud638\uc77c\uc774 \ud3f4\ub9ac\uba38 \ud544\ub984\uc744 \ub300\uccb4\ud558\uba74\uc11c \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub2e4\uc591\ud55c \uc218\uc694\ub294 \uac74\uc124 \ubd80\ubb38\uc758 \uc57d\uc138\uac00 \ubaa8\ube4c\ub9ac\ud2f0 \ubc0f \ud3ec\uc7a5 \ubd80\ubb38\uc758 \uac15\uc138\ub85c \uc0c1\uc1c4\ub420 \uc218 \uc788\ub3c4\ub85d \ud558\uc5ec \uc54c\ub8e8\ubbf8\ub284 \uc789\uacf3 \uc2dc\uc7a5\uc774 \ubd80\ubb38\ubcc4 \uc8fc\uae30\ub97c \uacac\ub51c \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\ub9ac\uc801 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \uc804 \uc138\uacc4 \uc218\uc694\uc758 53.46%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\uad6d\uc758 3,800\ub9cc \ud1a4\uacfc \uc778\ub3c4\uc758 420\ub9cc \ud1a4 \uc218\uc694\uac00 \uc911\uc2ec\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc911\uad6d \ud574\uc548 \uc9c0\uc5ed \uad6c\ub9e4\uc790\ub4e4\uc740 \uc911\ub3d9\uc5d0\uc11c \uc800\ud0c4\uc18c \uae08\uc18d\uc744 \uc218\uc785\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\uc73c\uba70, \ub0b4\ub959 \uc81c\ub828\uc18c\ub294 \uad6d\ub0b4 \uc11d\ud0c4 \uc804\ub825\uc5d0 \uc758\uc874\ud558\uc5ec \uac74\uc124 \ub4f1\uae09 \uc789\uacf3\uc744 \uc0dd\uc0b0\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \ud604\uc9c0 \uc81c\ub828 \uc2dc\uc124\uc774 \ubd80\uc871\ud558\uc9c0\ub9cc, \uc804\uc790 \ube0c\ub79c\ub4dc\uc5d0 \uacf5\uae09\ub418\ub294 \ud569\uae08\ubcc4 \uc2a4\ud06c\ub7a9 \ubd84\ub9ac \uae30\uc220\uc774 \ub6f0\uc5b4\ub0a9\ub2c8\ub2e4. \uc544\uc138\uc548 \uad6d\uac00\ub4e4\uc740 \uc789\uacf3\uc744 \uc218\uc785\ud558\uc5ec \uc644\uc81c\ud488 \uc555\ucd9c\uc7ac\ub97c \uc7ac\uc218\ucd9c\ud558\uba70, \ubca0\ud2b8\ub0a8\uc740 2025\ub144\uae4c\uc9c0 1\uc778\ub2f9 \uc18c\ube44\ub7c9\uc774 5.1kg\uc73c\ub85c \ub450 \ubc30 \uc99d\uac00\ud588\uace0 2028\ub144\uae4c\uc9c0 \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\uc744 \uc608\uc0c1\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 2025\ub144 \ubbf8\uad6d \uc218\uc694\uc758 48%\ub97c 2\ucc28 \uc789\uacf3\uc774 \uacf5\uae09\ud588\uc73c\uba70, \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc774 \ud604\uc9c0 \uc870\ub2ec\uc744 \uc7a5\ub824\ud588\uc2b5\ub2c8\ub2e4. Alcoa\ub294 Warrick \uc81c\ub828\uc18c\ub97c \uc7ac\uac00\ub3d9\ud588\uace0 Century Aluminum\uc740 Hawesville\uc744 \uc7ac\uac1c\ud558\uc5ec 50\ub9cc \ud1a4 \uc774\uc0c1\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4. \uba55\uc2dc\ucf54\uc758 \uc18c\ube44\ub7c9\uc740 Guanajuato \ubc0f Nuevo Le\u00f3n\uc758 \uc790\ub3d9\ucc28 \uc870\ub9bd \ud074\ub7ec\uc2a4\ud130\ub97c \uc911\uc2ec\uc73c\ub85c 2025\ub144\uc5d0 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: 2025\ub144\uc5d0\ub294 \uc911\uac04 \uc218\uc900\uc758 \uc218\uc694\ub97c \ubcf4\uc600\uc73c\ub098, \uc5d0\ub108\uc9c0 \uac00\uaca9 \uae09\ub4f1\uc73c\ub85c \uc778\ud574 2022\ub144 \uc774\ud6c4 \uad6d\ub0b4 \uc81c\ub828 \uc0dd\uc0b0\ub7c9\uc774 18% \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. \ud604\uc7ac 1\ucc28 \uc218\uc694\uc758 60%\ub294 \uc218\uc785\uc5d0 \uc758\uc874\ud558\uba70, \uc8fc\ub85c CBAM \uaddc\uc815\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \ub178\ub974\uc6e8\uc774\uc640 \uc544\uc774\uc2ac\ub780\ub4dc\uc5d0\uc11c \uc800\ud0c4\uc18c \uae08\uc18d\uc744 \uc218\uc785\ud569\ub2c8\ub2e4. Norsk Hydro\uc758 130\ub9cc \ud1a4 \uc218\ub825 \ubc1c\uc804 \uc0dd\uc0b0 \ub2a5\ub825\uc740 \uc9c0\uc5ed \uacf5\uae09\uc744 \uc548\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc601\uad6d\uc740 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uace0\uae09 \ucc28\ub7c9\uc5d0 \uc911\uc810\uc744 \ub450\uc5b4 80\ub9cc \ud1a4\uc744 \uc18c\ube44\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8 \ubc0f \uc911\ub3d9\/\uc544\ud504\ub9ac\uce74: \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \ube0c\ub77c\uc9c8\uc758 \uc18c\ube44\ub294 Par\u00e1 \uc9c0\uc5ed\uc758 \uc218\ub825 \ubc1c\uc804 \uae30\ubc18 \uc81c\ub828\uc18c\uc5d0 \uc758\ud574 \uc9c0\uc6d0\ub429\ub2c8\ub2e4. UAE\ub294 Al Taweelah\uc5d0\uc11c 270\ub9cc \ud1a4\uc744 \uc6b4\uc601\ud558\uace0 \uc788\uc73c\uba70, \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 Ma\u2019aden\uc740 2027\ub144\uae4c\uc9c0 120\ub9cc \ud1a4 \ub77c\uc778\uc744 \uacc4\ud68d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub0a8\uc544\ud504\ub9ac\uce74\uc640 \uc774\uc9d1\ud2b8\uc5d0 \uc9d1\uc911\ub41c \uc544\ud504\ub9ac\uce74\uc758 \uc218\uc694\ub294 \uc778\ud504\ub77c \ud504\ub85c\uc81d\ud2b8\uc640 \ucd08\uae30 \uc790\ub3d9\ucc28 \uc870\ub9bd\uc774 \uae08\uc18d\uc744 \ud761\uc218\ud558\uba74\uc11c \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc744 \ubcf4\uc774\uc9c0\ub9cc, \uc815\uc81c \uc2dc\uc124 \ubd80\uc871\uc73c\ub85c \uc778\ud574 \uc5ec\uc804\ud788 \uc21c\uc218\uc785\uad6d\uc73c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc54c\ub8e8\ubbf8\ub284 \uc789\uacf3 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc0c1\uc704 10\uac1c \uc0dd\uc0b0\uc790\uac00 1\ucc28 \uc0dd\uc0b0 \ub2a5\ub825\uc758 55%\ub97c \ud1b5\uc81c\ud558\uc9c0\ub9cc, \uc5b4\ub290 \ud55c \uae30\uc5c5\ub3c4 12%\ub97c \ucd08\uacfc\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. China Hongqiao, Chalco, RUSAL, Rio Tinto, Norsk Hydro\uac00 \ubb3c\ub7c9\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1\uc744 \uc815\uc758\ud558\ub294 \uc138 \uac00\uc9c0 \uc804\ub7b5\uc801 \ud14c\ub9c8\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4. \uccab\uc9f8, \uc218\uc9c1 \ud1b5\ud569\uc73c\ub85c, Rio Tinto\uc758 Amrun \ubcf4\ud06c\uc0ac\uc774\ud2b8 \uad11\uc0b0\uacfc Hindalco\uc758 Utkal \uc54c\ub8e8\ubbf8\ub098 \ud655\uc7a5\uc740 \uc6d0\ub8cc\ub97c \ud655\ubcf4\ud569\ub2c8\ub2e4. \ub458\uc9f8, \uc800\ud0c4\uc18c \ucc28\ubcc4\ud654\ub85c, ELYSIS \ubd88\ud65c\uc131 \uc591\uadf9 \ud504\ub85c\uc81d\ud2b8, Hydro\uc758 Reduxa \ub77c\uc778, EGA\uc758 CelestiAL \ube0c\ub79c\ub4dc\ub294 Scope 3 \ubc30\ucd9c\ub7c9\uc744 \ucd94\uc801\ud558\ub294 OEM\uc73c\ub85c\ubd80\ud130 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc5bb\uc2b5\ub2c8\ub2e4. \uc14b\uc9f8, \uc800\ub834\ud558\uace0 \uc548\uc815\uc801\uc778 \uc804\ub825\uc744 \ud5a5\ud55c \uc9c0\ub9ac\uc801 \ub2e4\uac01\ud654\ub85c, EGA\uc758 \uae30\ub2c8 \ubcf4\ud06c\uc0ac\uc774\ud2b8 \uc218\ucd9c \ud5c8\ube0c\uc640 Ma\u2019aden\uc758 Ras-Al-Khair \uc81c\ub828\uc18c\ub294 \ubcf4\uc870\uae08 \uac00\uc2a4\uc640 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ud504\ub85c\uc81d\ud2b8\ub97c \ud65c\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc7ac\ud65c\uc6a9 \ud30c\ud2b8\ub108\uc2ed\uc740 \ub610 \ub2e4\ub978 \ud574\uc790(moat)\ub97c \ud615\uc131\ud569\ub2c8\ub2e4. Novelis\ub294 Ford \ubc0f BMW\uc5d0 \ud3d0\uc1c4 \ub8e8\ud504 \uc2a4\ud06c\ub7a9 \ud750\ub984\uc744 \uacf5\uae09\ud558\uc5ec \ud569\uae08\uc758 \ud655\uc2e4\uc131\uacfc \ud0c4\uc18c \ud22c\uba85\uc131\uc744 \ubaa8\ub450 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uae30\uc220 \ud601\uc2e0 \uae30\uc5c5\ub4e4\uc740 \ud569\uae08 \ud654\ud559\uc744 \uadf8\ub300\ub85c \uc720\uc9c0\ud558\ub294 \uace0\uccb4 \ubd84\ub9ac \uae30\uc220\uc744 \ub77c\uc774\uc120\uc2a4\ud558\uc5ec \uc911\uc18c \uaddc\ubaa8 \uc7ac\ud65c\uc6a9 \uc5c5\uccb4\uac00 1\ucc28 \uae08\uc18d\uc758 \uc21c\ub3c4\ub97c \ub9de\ucd9c \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \ub514\uc9c0\ud138 \uc2a4\ud06c\ub7a9 \ud50c\ub7ab\ud3fc\uc740 \uc870\ub2ec \ube44\uc6a9\uc744 \uc808\uac10\ud558\uc5ec \ub300\ud615 \ube0c\ub85c\ucee4\uc758 \uc774\uc810\uc744 \uc57d\ud654\uc2dc\ud0b5\ub2c8\ub2e4. \uc790\ub3d9\ud654 \ub610\ud55c \uc911\uc694\ud558\uba70, Rio Tinto\ub294 \uc804\ub825 \uc0ac\uc6a9\ub7c9\uc744 3-5% \uc808\uac10\ud558\ub294 AI \uc140 \uc81c\uc5b4 \uc2dc\uc2a4\ud15c\uc744 \ud2b9\ud5c8\ud654\ud558\uc5ec \uc804\ub958 \ud6a8\uc728\uc744 \ub192\uc600\uc2b5\ub2c8\ub2e4. ISO 14064 \ubc30\ucd9c\ub7c9 \ub610\ub294 ISO 14067 \uc81c\ud488 \ud0c4\uc18c \ubc1c\uc790\uad6d\uc744 \uc778\uc99d\ud560 \uc218 \uc5c6\ub294 \uc81c\ub828\uc18c\ub294 ESG \uc911\uc2ec \uad6c\ub9e4\uc790\uc5d0\uac8c \uc785\ucc30\uc5d0\uc11c \uc810\uc810 \ub354 \ubc00\ub824\ub098\uba74\uc11c \uc54c\ub8e8\ubbf8\ub284 \uc789\uacf3 \uc2dc\uc7a5 \ub0b4 \ud1b5\ud569\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 6\uc6d4: NALCO India\ub294 \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc758 \uc9c4\ud654\ud558\ub294 \uc218\uc694\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 IA90 \ub4f1\uae09 \uc54c\ub8e8\ubbf8\ub284 \ud569\uae08 \uc789\uacf3\uc744 \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 6\uc6d4: \uae30\ub2c8\ub294 Emirates Global Aluminium\uc758 \uc790\ud68c\uc0ac\uc640 \uc54c\ub8e8\ubbf8\ub098 \uc815\uc81c \uacf5\uc7a5 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uc5ec \uc77c\uad00\ub41c \uc54c\ub8e8\ubbf8\ub098 \uc0dd\uc0b0\uc744 \ud1b5\ud574 \uc54c\ub8e8\ubbf8\ub284 \uc789\uacf3 \uacf5\uae09\ub9dd\uc744 \uac15\ud654\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc54c\ub8e8\ubbf8\ub284 \uc789\uacf3 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc54c\ub8e8\ubbf8\ub284 \uc789\uacf3\uc740 \uc6a9\uc735 \uc54c\ub8e8\ubbf8\ub284\uc744 \uc8fc\ud615\uc5d0 \ubd80\uc5b4 \uc0dd\uc0b0\ub418\ub294 \ube44\ucca0\uae08\uc18d\uc73c\ub85c, \ub2e4\uc591\ud55c \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c \uad11\ubc94\uc704\ud558\uac8c \ud65c\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \uc0dd\uc0b0 \uacf5\uc815(1\ucc28 \uc789\uacf3, 2\ucc28\/\uc7ac\ud65c\uc6a9 \uc789\uacf3), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uac74\uc124, \uc790\ub3d9\ucc28, \ud56d\uacf5\uc6b0\uc8fc, \uc804\uae30 \ubc0f \uc804\uc790, \ud3ec\uc7a5, \uae30\uacc4 \ubc0f \uc7a5\ube44, \uae30\ud0c0) \ubc0f \uc9c0\ub9ac\uc801 \uc601\uc5ed(\uc8fc\uc694 \uc9c0\uc5ed \ub0b4 16\uac1c\uad6d)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \uac01 \uc138\uadf8\uba3c\ud2b8\uc758 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc81c\uc2dc\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc54c\ub8e8\ubbf8\ub284 \uc789\uacf3 \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 3,296\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc758 \ub9e4\ucd9c\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 4.22%\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc0dd\uc0b0 \uacf5\uc815\ubcc4\ub85c\ub294 1\ucc28 \uc789\uacf3\uc774 2025\ub144 \uae30\uc900 62.41%\uc758 \ubb3c\ub7c9 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\ub098, 2\ucc28\/\uc7ac\ud65c\uc6a9 \uc789\uacf3\uc740 \uc5f0\ud3c9\uade0 5.32%\ub85c \ub354 \ube60\ub978 \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \uc2e0\ud765 \uacbd\uc81c\uad6d\uc758 \uac74\uc124 \ud65c\ub3d9 \uae09\uc99d, \uc790\ub3d9\ucc28 \ubc0f \uc804\uae30\ucc28(EV) \ubd84\uc57c\uc758 \uacbd\ub7c9\ud654 \uc218\uc694 \uc99d\uac00, \ud0c8\ud0c4\uc18c\ud654 \ucd94\uc9c4 \ubc0f \uc7ac\ud65c\uc6a9\uc758 \uc774\uc810, \uc911\uad6d \ub0b4 \uc561\uc0c1 \uae08\uc18d \uacf5\uae09\ub9dd\uc73c\ub85c\uc758 \uc804\ud658, \uadf8\ub9ac\uace0 \ubd88\ud65c\uc131 \uc591\uadf9 \ubc0f \uc800\ud0c4\uc18c \uc81c\ub828 \ud504\ub9ac\ubbf8\uc5c4\ud654 \ub4f1\uc774 \uaf3d\ud799\ub2c8\ub2e4. \ud2b9\ud788, \ubc30\ud130\ub9ac \uc804\uae30\ucc28(BEV)\ub294 \uacbd\ub7c9 \uc778\ud074\ub85c\uc800 \ubc0f \ucda9\ub3cc \uad6c\uc870\ubb3c\uc5d0 \uae30\uc874 \ucc28\ub7c9\ubcf4\ub2e4 20~30% \ub354 \ub9ce\uc740 \uc54c\ub8e8\ubbf8\ub284\uc744 \ud544\uc694\ub85c \ud558\uc5ec, 2031\ub144\uae4c\uc9c0 \uc790\ub3d9\ucc28 \ubd80\ubb38\uc758 CAGR\uc744 5.18%\ub85c \ub04c\uc5b4\uc62c\ub9b4 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uc6d0\uc790\uc7ac \ubc0f \uc804\ub825 \uac00\uaca9 \ubcc0\ub3d9\uc131, \ud0c4\uc18c \uad6d\uacbd \uc870\uc815(\uc608: EU\uc758 CBAM\uc740 \uace0\ud0c4\uc18c \uc789\uacf3\uc5d0 \ud1a4\ub2f9 \uc57d 954\uc720\ub85c\uc758 \uc778\uc99d\uc11c \ube44\uc6a9\uc744 \ubd80\uacfc\ud558\uc5ec \uad6c\ub9e4\uc790\ub4e4\uc774 \uc800\ubc30\ucd9c \uacf5\uae09\uc5c5\uccb4\ub85c \uc804\ud658\ud558\ub3c4\ub85d \uc720\ub3c4) \ubc0f \ub354\uc6b1 \uc5c4\uaca9\ud574\uc9c4 ESG \uac10\uc0ac, \uadf8\ub9ac\uace0 \uc218\ub825 \ubc1c\uc804 \uad00\ub828 \ubb3c \ubd80\uc871 \uc81c\ud55c \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d \ubc0f \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778(\uacf5\uae09\uc5c5\uccb4 \uad50\uc12d\ub825, \uad6c\ub9e4\uc790 \uad50\uc12d\ub825, \uc2e0\uaddc \uc9c4\uc785\uc790 \uc704\ud611, \ub300\uccb4\uc7ac \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4)\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \ud658\uacbd\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4. \uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728\/\uc21c\uc704 \ubd84\uc11d, \uadf8\ub9ac\uace0 Alcoa Inc., Aluminium Corporation of China Ltd. (Chalco), Norsk Hydro ASA, Rio Tinto, RusAL \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\ub9c8\uc9c0\ub9c9\uc73c\ub85c, \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc758 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud558\uba70, \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(white-space) \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud3ec\ud568\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-33622","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\/33622"}],"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=33622"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/33622\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=33622"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=33622"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=33622"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}