{"id":34014,"date":"2026-02-10T03:52:54","date_gmt":"2026-02-10T03:52:54","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/granular-urea-market-mordor\/"},"modified":"2026-09-11T10:59:35","modified_gmt":"2026-09-11T01:59:35","slug":"granular-urea-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/granular-urea-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uacfc\ub9bd \uc694\uc18c \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\/granular-urea-market-1753435752987-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\/granular-urea-market-size-image-1753435759949.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 \uc9c8\uc18c \uae30\ubc18 \ube44\ub8cc\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc804 \uc138\uacc4 \ub18d\uc5c5 \uba74\uc801 \ud655\ub300<\/li>\n<li class=\"toc-level-3\">4.2.3 \ube44\ub8cc \uc0ac\uc6a9\uc5d0 \ub300\ud55c \uc815\ubd80 \ubcf4\uc870\uae08 \ubc0f \uc9c0\uc6d0<\/li>\n<li class=\"toc-level-3\">4.2.4 \ub354 \ub098\uc740 \ucde8\uae09\uc744 \uc704\ud574 \ud504\ub9ac\ub4dc \uc694\uc18c\uc5d0\uc11c \uacfc\ub9bd\ud615 \uc694\uc18c\ub85c \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc815\ubc00 \ub18d\uc5c5\uc744 \ud1b5\ud55c \ud604\uc7a5\ubcc4 \uacfc\ub9bd\ud615 \ud22c\uc5ec \uac00\ub2a5<\/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 \ubcc0\ub3d9\uc131\uc774 \ud070 \ucc9c\uc5f0\uac00\uc2a4 \ubc0f \uc554\ubaa8\ub2c8\uc544 \uc6d0\ub8cc \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc9c8\uc0b0\uc5fc \uc6a9\ud0c8 \ubc0f \ubd80\uc601\uc591\ud654\uc758 \ud658\uacbd\uc801 \uc601\ud5a5<\/li>\n<li class=\"toc-level-3\">4.3.3 \uace0\ubc30\ucd9c \ube44\ub8cc\uc5d0 \ub300\ud55c \ud5a5\ud6c4 \ud0c4\uc18c \uad6d\uacbd\uc138<\/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 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/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 \uacf5\uae09\uc790\uc758 \uad50\uc12d\ub825<\/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 (\ubb3c\ub7c9)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ub4f1\uae09\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub18d\uc5c5\uc6a9 \ub4f1\uae09<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc0b0\uc5c5\uc6a9 \ub4f1\uae09<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc6a9\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ub18d\uc5c5<\/li>\n<li class=\"toc-level-4\">5.2.1.1 \uace1\ubb3c \ubc0f \uace1\ub958<\/li>\n<li class=\"toc-level-4\">5.2.1.2 \uacfc\uc77c \ubc0f \ucc44\uc18c<\/li>\n<li class=\"toc-level-4\">5.2.1.3 \uc720\ub8cc\uc885\uc790 \ubc0f \ucf69\ub958<\/li>\n<li class=\"toc-level-4\">5.2.1.4 \uae30\ud0c0 \ub18d\uc5c5\uc6a9 \uc6a9\ub3c4<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-4\">5.2.2.1 \uc811\ucc29\uc81c \ubc0f \uc218\uc9c0<\/li>\n<li class=\"toc-level-4\">5.2.2.2 \ud654\ud559\ubb3c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.2.2.3 \uae30\ud0c0 \uc0b0\uc5c5\uc6a9 \uc6a9\ub3c4<\/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 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \uc778\ub3c4<\/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 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.3.3.4 \uc774\ud0c8\ub9ac\uc544<\/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 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.7 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.3.3.8 \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 \uc774\ub2c8\uc154\ud2f0\ube0c<\/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 \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\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 \uc544\ud06c\ub860<\/li>\n<li class=\"toc-level-3\">6.4.2 \ubc14\uc2a4\ud504<\/li>\n<li class=\"toc-level-3\">6.4.3 CF \uc778\ub354\uc2a4\ud2b8\ub9ac\uc988 \ud640\ub529\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 \ub2f9\uace0\ud14c \ube44\ub8cc \uc720\ud55c\ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">6.4.5 \uc720\ub85c\ucf10 \uadf8\ub8f9<\/li>\n<li class=\"toc-level-3\">6.4.6 \uadf8\ub9b0 \uad6c\ube0c\ub808<\/li>\n<li class=\"toc-level-3\">6.4.7 \uadf8\ub8e8\ud30c \uc544\uc870\ud2f0 S.A.<\/li>\n<li class=\"toc-level-3\">6.4.8 \ud6c4\ubca0\uc774 \uc774\ud654 \uadf8\ub8f9<\/li>\n<li class=\"toc-level-3\">6.4.9 \uc774\ud504\ucf54<\/li>\n<li class=\"toc-level-3\">6.4.10 \uc778\ub3c4\ub77c\ub9c8 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.11 \ucf54\ud06c \ube44\ub8cc, LLC.<\/li>\n<li class=\"toc-level-3\">6.4.12 \ub274\ud2b8\ub9ac\uc5d4<\/li>\n<li class=\"toc-level-3\">6.4.13 OCI<\/li>\n<li class=\"toc-level-3\">6.4.14 \ud398\ud2b8\ub85c\ub098\uc2a4 \ucf00\ubbf8\uceec\uc2a4 \uadf8\ub8f9 \ubca0\ub974\ud558\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.15 \ud3ec\uc2a4\uc544\uadf8\ub85c \uadf8\ub8f9<\/li>\n<li class=\"toc-level-3\">6.4.16 \uc0ac\ube45<\/li>\n<li class=\"toc-level-3\">6.4.17 \uc6b0\ub784\ucf10<\/li>\n<li class=\"toc-level-3\">6.4.18 \uc57c\ub77c<\/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>\uacfc\ub9bd\ud615 \uc694\uc18c \uc2dc\uc7a5 \uac1c\uc694 (2025-2030)<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc608\uce21<\/p>\n<p>\uacfc\ub9bd\ud615 \uc694\uc18c(Granular Urea) \uc2dc\uc7a5\uc740 2025\ub144 1\uc5b5 6,446\ub9cc \ud1a4 \uaddc\ubaa8\uc5d0\uc11c 2030\ub144\uc5d0\ub294 1\uc5b5 8,025\ub9cc \ud1a4\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) 1.85%\uc758 \uafb8\uc900\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc815\ubc00 \ub18d\uc5c5\uc758 \ucc44\ud0dd \uc99d\uac00, \uc9c8\uc18c \ube44\ub8cc \uc0ac\uc6a9\ub7c9 \uaddc\uc81c, \uadf8\ub9ac\uace0 \uc800\ud0c4\uc18c \uc0dd\uc0b0 \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \ud22c\uc790 \ud655\ub300 \ub4f1 \ub2e4\uc591\ud55c \uc694\uc778\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \ub4f1\uae09\ubcc4(\ub18d\uc5c5\uc6a9, \uc0b0\uc5c5\uc6a9), \uc6a9\ub3c4\ubcc4(\ub18d\uc5c5 \u2013 \uace1\ubb3c, \uacfc\uc77c \ubc0f \ucc44\uc18c, \uc720\uc9c0\uc885\uc790 \ubc0f \ucf69\ub958 \ub4f1; \uc0b0\uc5c5 \u2013 \uc811\ucc29\uc81c \ubc0f \uc218\uc9c0, \ud654\ud559\ubb3c\uc9c8 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c, \uc911\uac04 \uc815\ub3c4\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. \uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub85c\ub294 Yara, CF Industries Holdings, Inc., Nutrien, OCI, EuroChem Group \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ub3d9\ud5a5<\/p>\n<p>\ub300\uaddc\ubaa8 \ub18d\uc7a5\uc5d0\uc11c\ub294 \uade0\uc77c\ud55c \uc785\uc790 \ud06c\uae30\ub85c \uac00\ubcc0 \uc0b4\ud3ec\uae30\uc5d0 \uc6d0\ud65c\ud558\uac8c \uc801\uc6a9\ub418\ub294 \uacfc\ub9bd\ud615 \uc694\uc18c\uac00 \ud504\ub9ac\ubbf8\uc5c4\ud615 \uc694\uc18c(prills)\ubcf4\ub2e4 \uc120\ud638\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ubd81\ubbf8\uc640 \uc720\ub7fd \uc9c0\uc5ed\uc5d0\uc11c \uc774\ub7ec\ud55c \uacbd\ud5a5\uc774 \ub450\ub4dc\ub7ec\uc9d1\ub2c8\ub2e4. \ud55c\ud3b8, \ucc9c\uc5f0\uac00\uc2a4 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc740 \uc0dd\uc0b0 \ube44\uc6a9\uacfc \uc694\uc18c \uac00\uaca9\uc5d0 \ubbfc\uac10\ud558\uac8c \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, 2025\ub144 \ucd08 \uc694\uc18c \ud604\ubb3c \uac00\uaca9\uc740 \ud1a4\ub2f9 \ud3c9\uade0 310\ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uaddc\uc81c \uce21\uba74\uc5d0\uc11c\ub294 2026\ub144 1\uc6d4\ubd80\ud130 \ub2e8\uacc4\uc801\uc73c\ub85c \uc2dc\ud589\ub420 \uc608\uc815\uc778 EU \ud0c4\uc18c\uad6d\uacbd\uc870\uc815\uba54\ucee4\ub2c8\uc998(CBAM)\uc774 \uace0\ubc30\ucd9c \uc0dd\uc0b0\uc790\uc758 \uc218\uc785 \ube44\uc6a9\uc744 \uc57d 40% \uc99d\uac00\uc2dc\ucf1c, \ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc124\uc5d0 \ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c\uc744 \uac00\uc18d\ud654\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uc778\ub3c4 \uc815\ubd80\ub294 2025\ub144\uc5d0 2\uc870 \ub8e8\ud53c(\uc57d 241\uc5b5 \ub2ec\ub7ec)\ub97c \ube44\ub8cc \ubcf4\uc870\uae08\uc73c\ub85c \ud560\ub2f9\ud558\ub294 \ub4f1 \uc544\uc2dc\uc544 \uc815\ubd80\ub4e4\uc740 \ub18d\ubbfc\ub4e4\uc758 \ud22c\uc785 \ube44\uc6a9\uc744 \ub0ae\ucd94\uace0 \uad6d\ub0b4 \uc2dd\ub7c9 \uc548\ubcf4\ub97c \ubcf4\uc7a5\ud558\uae30 \uc704\ud574 \uad00\ub300\ud55c \ube44\ub8cc \ubcf4\uc870\uae08 \uc81c\ub3c4\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \ub4f1\uae09\ubcc4: 2024\ub144 \uacfc\ub9bd\ud615 \uc694\uc18c \uc2dc\uc7a5\uc5d0\uc11c \ub18d\uc5c5\uc6a9 \ub4f1\uae09\uc774 78.17%\uc758 \uc810\uc720\uc728\ub85c \uc120\ub450\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc0b0\uc5c5\uc6a9 \ub4f1\uae09\uc740 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 2.28%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6a9\ub3c4\ubcc4: 2024\ub144 \uacfc\ub9bd\ud615 \uc694\uc18c \uc2dc\uc7a5\uc5d0\uc11c \ub18d\uc5c5\uc6a9\uc774 68.66%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc0b0\uc5c5\uc6a9\uc740 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 2.35%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2024\ub144 \uc804 \uc138\uacc4 \ubb3c\ub7c9\uc758 46.18%\ub97c \ucc28\uc9c0\ud55c \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 2.19%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>4. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \uc9c8\uc18c \uae30\ubc18 \ube44\ub8cc \uc218\uc694 \uc99d\uac00: \uc720\uc5d4\uc758 \uc608\uce21\uc5d0 \ub530\ub974\uba74 2050\ub144\uae4c\uc9c0 \uc138\uacc4 \uc778\uad6c\uac00 98\uc5b5 \uba85\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub428\uc5d0 \ub530\ub77c, \ub18d\ubbfc\ub4e4\uc740 \uc2dd\ub7c9 \uc0dd\uc0b0\uc744 \ub298\ub9ac\uae30 \uc704\ud574 \ube44\ub8cc \uc18c\ube44\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \ub298\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc758 \uc625\uc218\uc218 \uc7ac\ubc30 \uba74\uc801 \uc99d\uac00\uc640 \ube0c\ub77c\uc9c8\uc758 \uae30\ub85d\uc801\uc778 \ub300\ub450 \uc218\ud655\ub7c9\uc740 \uc9c8\uc18c \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\ub294 \uae30\uacc4\ud654\ub85c \uc778\ud574 \ud504\ub9ac\ubbf8\uc5c4\ud615 \uc694\uc18c\uc5d0\uc11c \uacfc\ub9bd\ud615 \uc694\uc18c\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae00\ub85c\ubc8c \ub18d\uacbd\uc9c0 \ud655\uc7a5: \ube0c\ub77c\uc9c8\uc758 \uacbd\uc7c1\ub825 \uc788\ub294 \ud5e4\uc54c\ud654\uc640 \ubb3c\ub958 \uac1c\uc120 \uacc4\ud68d\uc740 \ubaa9\ucd08\uc9c0\ub97c \uacbd\uc791\uc9c0\ub85c \uc804\ud658\ud558\ub3c4\ub85d \uc7a5\ub824\ud558\uace0 \uc788\uc73c\uba70, \uc544\ud504\ub9ac\uce74 \ub610\ud55c \ud604\ub300\uc801\uc778 \ud22c\uc785\uc7ac\ub97c \ud1b5\ud574 \uc601\uc591\uc18c \uc0ac\uc6a9\ub7c9\uc744 \ucd5c\uc18c 5% \ub298\ub9b4 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc640 \uc544\ub974\ud5e8\ud2f0\ub098\uc758 \uad00\uac1c \ubc0f \uace1\ubb3c \ucca0\ub3c4 \ud68c\ub791\uacfc \uac19\uc740 \uc778\ud504\ub77c \ud22c\uc790\ub294 \uacbd\uc791\uc9c0\ub97c \ub354\uc6b1 \ud655\ub300\ud558\uc5ec \uacfc\ub9bd\ud615 \uc694\uc18c \uc218\uc694\ub97c \uacac\uace0\ud788 \ud569\ub2c8\ub2e4.<br \/>\n*   \ube44\ub8cc \uc0ac\uc6a9\uc5d0 \ub300\ud55c \uc815\ubd80 \ubcf4\uc870\uae08 \ubc0f \uc9c0\uc6d0: \uc778\ub3c4\uc758 \uc9c1\uc811 \ud61c\ud0dd \uc774\uccb4 \uc2dc\uc2a4\ud15c\uacfc \ube0c\ub77c\uc9c8\uc758 \uc591\ud5c8\uc131 \uc2e0\uc6a9 \ud55c\ub3c4, \ubbf8\uad6d\uc758 \uad6d\ub0b4 \ube44\ub8cc \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc704\ud55c \ub18d\ubb34\ubd80 \ubcf4\uc870\uae08 \ub4f1 \ub300\uaddc\ubaa8 \uacf5\uacf5 \uc790\uae08 \uc9c0\uc6d0\uc740 \ube44\ub8cc \uc218\uc694\ub97c \uc548\uc815\ud654\ud558\uace0 \uc608\uce21 \uac00\ub2a5\ud55c \ubb3c\ub7c9\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \ucde8\uae09 \uc6a9\uc774\uc131\uc744 \uc704\ud55c \uacfc\ub9bd\ud615 \uc694\uc18c\ub85c\uc758 \uc804\ud658: 2~4mm \ud06c\uae30\uc758 \uacfc\ub9bd\ud615 \uc694\uc18c \uc785\uc790\ub294 \uba3c\uc9c0 \ubc1c\uc0dd\uacfc \ubb49\uce68 \ud604\uc0c1\uc5d0 \uac15\ud558\uc5ec \ubcf4\uad00 \ubc0f \ucde8\uae09\uc774 \uc6a9\uc774\ud558\uba70, \ubcf4\ub2e4 \uc77c\uad00\ub41c \uc0b4\ud3ec \ud328\ud134\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud604\ub300\uc801\uc778 \uac00\ubcc0 \uc0b4\ud3ec\uae30\ub294 \uacfc\ub9bd\uc744 \uc815\ubc00\ud558\uac8c \uacc4\ub7c9\ud558\uc5ec \uc791\ubb3c \uc904\ubb34\ub2ac\ub97c \uc904\uc774\uace0 \uc218\ud655\ub7c9 \uade0\uc77c\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uacfc\ub9bd\uc758 \ubb3c\ub9ac\uc801 \uacac\uace0\uc131\uc740 \uc11c\ubc29 \uc120\uc9c4\uad6d\uc5d0\uc11c \uc804\uccb4 \uacfc\ub9bd\ud615 \uc694\uc18c \uc2dc\uc7a5 CAGR\uc758 \ub450 \ubc30\ub85c \uc131\uc7a5\ud558\ub294 \uc81c\uc5b4 \ubc29\ucd9c \uc81c\ud488\uc758 \ucf54\ud305 \uacf5\uc815\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<br \/>\n*   \uc815\ubc00 \ub18d\uc5c5\uc744 \ud1b5\ud55c \ud604\uc7a5\ubcc4 \uacfc\ub9bd\ud615 \ud22c\uc5ec \uac00\ub2a5: \ubd81\ubbf8, \uc720\ub7fd \ub4f1 \uc120\uc9c4 \ub18d\uc5c5 \uc2dc\uc7a5\uc5d0\uc11c \uc815\ubc00 \ub18d\uc5c5\uc758 \ud655\uc0b0\uc740 \uacfc\ub9bd\ud615 \uc694\uc18c\uc758 \uc815\ud655\ud558\uace0 \ud604\uc7a5\ubcc4 \ud22c\uc5ec\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uc2dc\uc7a5 \uc131\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \ucc9c\uc5f0\uac00\uc2a4 \ubc0f \uc554\ubaa8\ub2c8\uc544 \uc6d0\ub8cc \ube44\uc6a9 \ubcc0\ub3d9\uc131: \ucc9c\uc5f0\uac00\uc2a4 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc740 \uc694\uc18c \uc0dd\uc0b0 \ube44\uc6a9\uc758 \ucd5c\ub300 80%\ub97c \ucc28\uc9c0\ud558\ub294 \uc554\ubaa8\ub2c8\uc544 \uc6d0\ub8cc \ube44\uc6a9\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. 2024\ub144 \uc720\ub7fd \uc0dd\uc0b0\uc790\ub4e4\uc774 \ub192\uc740 \uac00\uc2a4 \uac00\uaca9\uc73c\ub85c \uc778\ud574 \uc9c8\uc18c \uc0dd\uc0b0\uc744 \ucd95\uc18c\ud55c \uc0ac\ub840\ub294 \uc5d0\ub108\uc9c0 \ube44\uc6a9\uc774 \uc694\uc18c \uac00\uaca9\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774\ub294 \ub9c8\uc9c4\uc744 \uc5b5\uc81c\ud558\uace0 \uc77c\uc2dc\uc801\uc778 \uc0dd\uc0b0 \uc911\ub2e8\uc744 \ucd08\ub798\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c8\uc0b0\uc5fc \uc6a9\ud0c8 \ubc0f \ubd80\uc601\uc591\ud654\uc758 \ud658\uacbd\uc801 \uc601\ud5a5: EU \uc9c8\uc0b0\uc5fc \uc9c0\uce68\uc740 \ud5c8\uc6a9 \uac00\ub2a5\ud55c \uc9c8\uc18c \uc0ac\uc6a9\ub7c9\uc744 \uc81c\ud55c\ud558\uace0 \uc218\uc9c8 \ubaa8\ub2c8\ud130\ub9c1\uc744 \uc758\ubb34\ud654\ud558\uc5ec \ub374\ub9c8\ud06c\uc640 \ub124\ub35c\ub780\ub4dc\uc5d0\uc11c \ube44\ub8cc \uc0ac\uc6a9\ub7c9\uc744 \uac10\uc18c\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc2a4\ud398\uc778\uc758 \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74 \ud569\uc131 \uc694\uc18c\ub294 \uc720\uae30 \ube44\ub8cc\ubcf4\ub2e4 \uc9c8\uc0b0\uc5fc \uc6a9\ud0c8\ub960\uc774 30% \ub354 \ub192\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud658\uacbd \uaddc\uc81c\ub294 \ud6a8\uc728\uc131 \uc9c0\ud5a5\uc801\uc778 \uc81c\ud488\uc73c\ub85c \uc218\uc694\ub97c \uc804\ud658\uc2dc\ud0a4\uc9c0\ub9cc, \uaddc\uc81c\uac00 \uc5c4\uaca9\ud55c \uc9c0\uc5ed\uc5d0\uc11c\ub294 \uc808\ub300\uc801\uc778 \ubb3c\ub7c9 \uc99d\uac00\ub97c \uc81c\ud55c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uace0\ubc30\ucd9c \ube44\ub8cc\uc5d0 \ub300\ud55c \ud0c4\uc18c \uad6d\uacbd\uc138 \ub3c4\uc785 \uc608\uc815: 2026\ub144 1\uc6d4\ubd80\ud130 \uc2dc\ud589\ub420 EU CBAM\uc740 \uace0\ubc30\ucd9c \ube44\ub8cc \uc218\uc785 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ucf1c EU \uc218\uc785 \ubc0f \uae00\ub85c\ubc8c \ubb34\uc5ed \ud328\ud134\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>6. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \ub4f1\uae09\ubcc4:<br \/>\n    *   \ub18d\uc5c5\uc6a9 \ub4f1\uae09: 2024\ub144 \uacfc\ub9bd\ud615 \uc694\uc18c \uc2dc\uc7a5\uc758 78.17%\ub97c \ucc28\uc9c0\ud558\uba70, 2025\ub144\uc5d0\ub294 \uc57d 1\uc5b5 2,850\ub9cc \ud1a4\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544\uc640 \ub0a8\ubbf8 \uc9c0\uc5ed\uc758 \uc8fc\uc694 \uc791\ubb3c \uc601\uc591\uc18c \uc694\uad6c \uc0ac\ud56d \ucda9\uc871\uacfc \uc2dd\ub7c9 \uc548\ubcf4 \ud504\ub85c\uadf8\ub7a8, \uc815\ubc00 \uc0b4\ud3ec \ub3c4\uad6c \ucc44\ud0dd\uc774 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n    *   \uc0b0\uc5c5\uc6a9 \ub4f1\uae09: \ub0ae\uc740 \uae30\ubc18\uc5d0\uc11c \uc2dc\uc791\ud558\uc9c0\ub9cc 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 2.28%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d, \uc778\ub3c4, \uac78\ud504 \uc9c0\uc5ed\uc758 \uc218\uc9c0, \uc811\ucc29\uc81c, \ud3ec\ub984\uc54c\ub370\ud788\ub4dc \uc720\ub3c4\uccb4 \uc0dd\uc0b0 \ud655\ub300\uc640 \ubd81\ubbf8 \uc8fc\ud0dd \ucc29\uacf5(\uc694\uc18c-\ud3ec\ub984\uc54c\ub370\ud788\ub4dc \ub2e8\uc5f4 \ud3fc)\uc774 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud569\ub2c8\ub2e4. 2030\ub144\uae4c\uc9c0 4\ucc9c\ub9cc \ud1a4\uc744 \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \uc6a9\ub3c4\ubcc4:<br \/>\n    *   \ub18d\uc5c5\uc6a9: 2024\ub144 \uc804\uccb4 \uacfc\ub9bd\ud615 \uc694\uc18c \uc2dc\uc7a5\uc758 68.66%\uc778 1\uc5b5 1,290\ub9cc \ud1a4\uc744 \ucc28\uc9c0\ud558\uba70, \uc774 \uc911 \uace1\ubb3c\uc774 3\ubd84\uc758 2\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. \uac00\ubcc0 \uc0b4\ud3ec \uae30\uc220\uc740 \ube44\ub8cc \ud6a8\uc728\uc131\uc744 \ub192\uc5ec \ubbf8\uad6d \uc625\uc218\uc218 \uc0dd\uc0b0\ub7c9 \uc720\uc9c0\uc5d0 5~7%\uc758 \ube44\ub8cc \uc808\uac10 \ud6a8\uacfc\ub97c \uac00\uc838\uc635\ub2c8\ub2e4.<br \/>\n    *   \uc0b0\uc5c5\uc6a9: \uaddc\ubaa8\ub294 \uc791\uc9c0\ub9cc \uc5f0\ud3c9\uade0 2.35%\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc694\uc18c\ub294 \uc811\ucc29\uc81c \ubc0f \uc218\uc9c0\uc758 \ud575\uc2ec \uac00\uad50\uc81c\ub85c \uc0ac\uc6a9\ub418\uba70, \uba5c\ub77c\ubbfc\uacfc \uac19\uc740 \ud654\ud559 \uc911\uac04\uccb4 \uc0dd\uc0b0\ub3c4 \uc0b0\uc5c5\uc6a9 \uc218\uc694\ub97c \ud655\ub300\ud569\ub2c8\ub2e4. 2030\ub144\uae4c\uc9c0 \uc0b0\uc5c5\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 \uacfc\ub9bd\ud615 \uc694\uc18c \uc2dc\uc7a5\uc758 \uc57d 34%\uc5d0 \uc721\ubc15\ud558\uba70, \ub18d\uc5c5 \uc911\uc2ec\uc758 \uc218\uc694 \uc8fc\uae30\uc5d0\uc11c \ubc97\uc5b4\ub098 \ub2e4\uac01\ud654\uac00 \uc774\ub8e8\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>7. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2024\ub144 \uc804 \uc138\uacc4 \ubb3c\ub7c9\uc758 46.18%\uc778 \uc57d 7,600\ub9cc \ud1a4\uc744 \ucc28\uc9c0\ud558\uba70, \uc5f0\ud3c9\uade0 2.19%\ub85c \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc218\ucd9c \ucffc\ud130, \uc778\ub3c4\uc758 \uc218\uc785 \uc99d\uac00, \ud638\uc8fc\uc758 \uae30\ub85d\uc801\uc778 \uc218\uc785\ub7c9(\ud604\uc9c0 \uacf5\uc7a5 \ud3d0\uc1c4\ub85c \uc778\ud55c) \ub4f1\uc774 \ud2b9\uc9d5\uc785\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uc800\ub834\ud55c \uc170\uc77c\uac00\uc2a4 \ub355\ubd84\uc5d0 \uacbd\uc7c1\ub825 \uc788\ub294 FOB \ube44\uc6a9\uc744 \ud655\ubcf4\ud558\uc5ec \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74\ub85c\uc758 \uc218\ucd9c\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. CF Industries\ub294 \uc9c0\uc5ed \uacfc\ub9bd\ud654 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc57d 42%\ub97c \ubcf4\uc720\ud558\uace0 \uc788\uc73c\uba70, \ud0c4\uc18c \ud3ec\uc9d1 \ud504\ub85c\uc81d\ud2b8\ub97c \ud1b5\ud574 \uc800\ud0c4\uc18c \uc81c\ud488\uc744 \ud504\ub9ac\ubbf8\uc5c4 \uc2dc\uc7a5\uc5d0 \ud310\ub9e4\ud560 \uc900\ube44\ub97c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ub192\uc740 \uc5d0\ub108\uc9c0 \uac00\uaca9\uacfc \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c\ub77c\ub294 \uc774\uc911\uace0\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \ub192\uc740 \uac00\uc2a4 \ube44\uc6a9\uc73c\ub85c \uc778\ud574 2024\ub144 290\ub9cc \ud1a4\uc758 \uc694\uc18c \uc0dd\uc0b0\uc774 \uc911\ub2e8\ub418\uc5c8\uace0, \uc774\ub294 CBAM \uad00\uc138\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc54c\uc81c\ub9ac, \uc774\uc9d1\ud2b8, \uce74\ud0c0\ub974\ub85c\ubd80\ud130\uc758 \uc218\uc785\uc744 \ucd09\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \ub3d9\uc720\ub7fd\uc740 \ud30c\uc774\ud504\ub77c\uc778 \uac00\uc2a4 \uc811\uadfc\uc131\uc73c\ub85c \uc778\ud574 \ube44\uc6a9 \uc6b0\uc704\ub97c \uc720\uc9c0\ud569\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8: \ube0c\ub77c\uc9c8\uacfc \uc544\ub974\ud5e8\ud2f0\ub098\ub294 \ucca0\ub3c4 \ubc0f \ud56d\ub9cc \uac74\uc124\ub85c \uc778\ud574 \ub0b4\ub959 \uc6b4\uc1a1 \ube44\uc6a9\uc774 \uc808\uac10\ub418\uba74\uc11c \ub18d\uacbd\uc9c0 \uc804\ud658\uc774 \ube60\ub974\uac8c \uc9c4\ud589\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc758 \uc694\uc18c \uc218\uc694\ub294 \uc5f0\uac04 2.6%\ub85c \uae00\ub85c\ubc8c CAGR\ubcf4\ub2e4 \uc57d\uac04 \ub192\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \ud48d\ubd80\ud55c \ucc9c\uc5f0\uac00\uc2a4\ub97c \ud65c\uc6a9\ud558\uc5ec \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc640 \uce74\ud0c0\ub974\ub294 \uc804 \uc138\uacc4 \ud574\uc0c1 \uc694\uc18c\uc758 \uac70\uc758 3\ubd84\uc758 1\uc744 \uc218\ucd9c\ud558\uba70, \uc774\uc9d1\ud2b8\ub294 \ub300\uaddc\ubaa8 \uad00\uac1c \ud504\ub85c\uc81d\ud2b8\ub97c \ud1b5\ud574 \uad6d\ub0b4 \uc18c\ube44\ub97c \ub298\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>8. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uacfc\ub9bd\ud615 \uc694\uc18c \uc2dc\uc7a5\uc740 Yara, CF Industries Holdings, Inc., Nutrien, OCI \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uc874\uc7ac\ud558\ub294 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. CF Industries\ub294 JERA \ubc0f Mitsui\uc640 \ub8e8\uc774\uc9c0\uc560\ub098\uc5d0\uc11c 40\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc800\ud0c4\uc18c \uc554\ubaa8\ub2c8\uc544 \ud504\ub85c\uc81d\ud2b8\ub97c \ucd94\uc9c4\ud558\uba70 \ud0c8\ud0c4\uc18c\ud654 \ubc0f CBAM \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4 \ud655\ubcf4\ub97c \uc704\ud55c \uad11\ubc94\uc704\ud55c \uc804\ud658\uc744 \ubcf4\uc5ec\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4. Yara International\uc740 \ube44\ub8cc \ud310\ub9e4\uc640 \ud568\uaed8 \ub18d\ubbfc\ub4e4\uc5d0\uac8c \uc0b4\ud3ec \uc2dc\uae30\ub97c \uc870\uc5b8\ud558\ub294 \ub514\uc9c0\ud138 \ub18d\uc5c5 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uc5ec \uc81c\ud488 \ucda9\uc131\ub3c4\ub97c \ub192\uc774\uace0 \ud658\uacbd \uaddc\uc81c \uc900\uc218\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4. \ud3f4\ub9ac\uba38 \ucf54\ud305 \uc81c\uc5b4 \ubc29\ucd9c \uacfc\ub9bd\ubd80\ud130 \ud718\ubc1c\uc744 \uc5b5\uc81c\ud558\ub294 \ucc98\ub9ac\ub41c \ud63c\ud569\ubb3c\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ud601\uc2e0\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc8fc\uc694 \uace1\ubb3c \uad6c\ub9e4\uc790\ub4e4\uc758 \ubbf8\ub798 \uc870\ub2ec \uaddc\uc815\uc744 \uc608\uc0c1\ud558\uc5ec \uc81c\ud488 \ud0c4\uc18c \uac15\ub3c4\ub97c \uc778\uc99d\ud558\uae30 \uc704\ud574 \uacbd\uc7c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>9. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2024\ub144 10\uc6d4: BASF Pharma Solutions\ub294 \ud558\ub958 \uc815\uc81c, \ud2b9\ud788 \ubd09\uc785\uccb4 \uc6a9\ud574 \ubc0f \uceec\ub7fc \ud06c\ub85c\ub9c8\ud1a0\uadf8\ub798\ud53c\ub97c \uc704\ud55c \uc0c8\ub85c\uc6b4 \uc81c\ud488\uc778 Kollipro Urea Granules\ub97c \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 3\uc6d4: Indorama Eleme Fertilizer and Chemicals Limited\ub294 \uc544\ud504\ub9ac\uce74 \uac1c\ubc1c\uc740\ud589(AfDB)\uc73c\ub85c\ubd80\ud130 7,500\ub9cc \ub2ec\ub7ec\uc758 \ub300\ucd9c\uc744 \ud655\ubcf4\ud558\uc5ec \ube44\ub8cc \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub9ac\uace0 \uc138 \ubc88\uc9f8 \uacfc\ub9bd\ud615 \uc694\uc18c \uc0dd\uc0b0 \ub77c\uc778\uc744 \ub3c4\uc785\ud558\uba70 \ud3ec\ud2b8 \ud558\ucf54\ud2b8 \uc2dc\uc124\uc5d0 \uc0c8\ub85c\uc6b4 \ud56d\ub9cc \ud130\ubbf8\ub110\uc744 \uac74\uc124\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uacfc\ub9bd \uc694\uc18c(Granular Urea) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \uac00\uc815, \uc870\uc0ac \ubc94\uc704 \ubc0f \ubc29\ubc95\ub860\uc744 \uba85\ud655\ud788 \uc81c\uc2dc\ud558\uba70, \uc2dc\uc7a5\uc758 \uc804\ubc18\uc801\uc778 \ud604\ud669\uacfc \ubbf8\ub798 \uc804\ub9dd\uc744 \ud3ec\uad04\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\uae00\ub85c\ubc8c \uacfc\ub9bd \uc694\uc18c \uc2dc\uc7a5\uc740 2025\ub144 \uae30\uc900 1\uc5b5 6,446\ub9cc \ud1a4 \uaddc\ubaa8\uc774\uba70, 2030\ub144\uc5d0\ub294 1\uc5b5 8,025\ub9cc \ud1a4\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc804 \uc138\uacc4 \ubb3c\ub7c9\uc758 46.18%\ub97c \ucc28\uc9c0\ud558\uba70, 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 2.19%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uc5b4 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uacfc\ub9bd \uc694\uc18c \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 \uc9c8\uc18c \uae30\ubc18 \ube44\ub8cc\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00, \uc804 \uc138\uacc4 \ub18d\uacbd\uc9c0 \uba74\uc801\uc758 \uc9c0\uc18d\uc801\uc778 \ud655\uc7a5, \uadf8\ub9ac\uace0 \ube44\ub8cc \uc0ac\uc6a9\uc744 \uc7a5\ub824\ud558\ub294 \uac01\uad6d \uc815\ubd80\uc758 \ubcf4\uc870\uae08 \ubc0f \uc9c0\uc6d0 \uc815\ucc45\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ucde8\uae09 \uc6a9\uc774\uc131, \ubd84\uc9c4 \ubc1c\uc0dd \uac10\uc18c, \uadf8\ub9ac\uace0 \uc815\ubc00 \ub18d\uc5c5 \uc7a5\ube44\uc640\uc758 \ub192\uc740 \ud638\ud658\uc131\uc73c\ub85c \uc778\ud574 \uae30\uc874\uc758 \ud504\ub9ac\ub4dc \uc694\uc18c(Prilled Urea)\uc5d0\uc11c \uacfc\ub9bd \uc694\uc18c\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc815\ubc00 \ub18d\uc5c5 \uae30\uc220\uc744 \ud65c\uc6a9\ud55c \ud2b9\uc815 \uc9c0\uc5ed \ub9de\ucda4\ud615 \uacfc\ub9bd \uc694\uc18c \ud22c\uc5ec\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \ud6a8\uc728\uc131\uc744 \uc99d\ub300\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 \ubc0f \ub300\uc751:<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ucc9c\uc5f0\uac00\uc2a4 \ubc0f \uc554\ubaa8\ub2c8\uc544\uc640 \uac19\uc740 \uc6d0\ub8cc \ube44\uc6a9\uc758 \ub192\uc740 \ubcc0\ub3d9\uc131, \uc9c8\uc0b0\uc5fc \uc6a9\ud0c8 \ubc0f \ubd80\uc601\uc591\ud654\uc640 \uac19\uc740 \ud658\uacbd \ubb38\uc81c, \uadf8\ub9ac\uace0 \uace0\ubc30\ucd9c \ube44\ub8cc\uc5d0 \ubd80\uacfc\ub420 \uc608\uc815\uc778 \ud0c4\uc18c \uad6d\uacbd\uc138(\uc608: \uc720\ub7fd\uc5f0\ud569\uc758 \ud0c4\uc18c\uad6d\uacbd\uc870\uc815\uba54\ucee4\ub2c8\uc998, CBAM) \ub3c4\uc785\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud0c4\uc18c \uad6d\uacbd\uc138\ub294 \uace0\ubc30\ucd9c \uc218\uc785\ud488\uc5d0 \ub300\ud55c \ube44\uc6a9 \ubd80\ub2f4\uc744 \uac00\uc911\uc2dc\ud0a4\ubbc0\ub85c, \ube44\ub8cc \uc0dd\uc0b0 \uae30\uc5c5\ub4e4\uc740 \uc9c8\uc18c \ube44\ub8cc\uc758 \ud0c4\uc18c \ubc1c\uc790\uad6d\uc744 \uc904\uc774\uae30 \uc704\ud574 \uc800\ud0c4\uc18c \uc554\ubaa8\ub2c8\uc544 \uc0dd\uc0b0\uc5d0 \uc801\uadf9\uc801\uc73c\ub85c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc751\uc6a9 \ubd84\uc57c \ubc0f \uc9c0\uc5ed\ubcc4 \ubd84\uc11d:<br \/>\n\uacfc\ub9bd \uc694\uc18c\ub294 \ud06c\uac8c \ub18d\uc5c5\uc6a9\uacfc \uc0b0\uc5c5\uc6a9\uc73c\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \ub18d\uc5c5\uc6a9\uc740 \uace1\ubb3c \ubc0f \uace1\ub958, \uacfc\uc77c \ubc0f \ucc44\uc18c, \uc720\uc9c0\uc885\uc790 \ubc0f \ucf69\ub958 \ub4f1 \ub2e4\uc591\ud55c \uc791\ubb3c \uc7ac\ubc30\uc5d0 \ud65c\uc6a9\ub418\uba70 \uc5ec\uc804\ud788 \uc804\uccb4 \uc18c\ube44\ub7c9\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \ubc18\uba74, \uc811\ucc29\uc81c \ubc0f \uc218\uc9c0, \ud654\ud559 \ubb3c\uc9c8 \uc81c\uc870 \ub4f1 \uc0b0\uc5c5\uc6a9 \uc751\uc6a9 \ubd84\uc57c\ub294 \uc5f0\ud3c9\uade0 2.35%\ub85c \ub18d\uc5c5 \ubd80\ubb38\ubcf4\ub2e4 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc5b4 \uc8fc\ubaa9\ub429\ub2c8\ub2e4.<br \/>\n\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(\uc911\uad6d, \uc77c\ubcf8, \uc778\ub3c4, \ud55c\uad6d, \uc544\uc138\uc548 \ub4f1), \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \uc720\ub7fd(\ub3c5\uc77c, \uc601\uad6d, \ud504\ub791\uc2a4, \uc774\ud0c8\ub9ac\uc544, \uc2a4\ud398\uc778, \ub7ec\uc2dc\uc544, \ubd81\uc720\ub7fd \ub4f1), \ub0a8\ubbf8(\ube0c\ub77c\uc9c8, \uc544\ub974\ud5e8\ud2f0\ub098 \ub4f1), \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74(\uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, \ub0a8\uc544\ud504\ub9ac\uce74 \ub4f1) \ub4f1 \uc8fc\uc694 \uc2dc\uc7a5\uc758 \uaddc\ubaa8\uc640 \uc131\uc7a5\ub960\uc774 \uc0c1\uc138\ud788 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uae30\ud68c:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc774\ub2c8\uc154\ud2f0\ube0c, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704 \ubd84\uc11d\uc744 \ud1b5\ud574 \uacbd\uc7c1 \ud658\uacbd\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \uc870\uba85\ud569\ub2c8\ub2e4. Acron, BASF, CF Industries Holdings, Inc., Nutrien, OCI, Yara \ub4f1 \uc8fc\uc694 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd \uc139\uc158\uc5d0\uc11c\ub294 \ubbf8\ucda9\uc871 \uc218\uc694 \ud3c9\uac00\uc640 \ud568\uaed8 \uc81c\uc5b4 \ubc29\ucd9c \uc694\uc18c(Controlled-Release Urea, CRU)\uc640 \uac19\uc740 \ud601\uc2e0\uc801\uc778 \uc81c\ud488\uc758 \uc7a0\uc7ac\ub825\uc744 \uc81c\uc2dc\ud558\uba70, \uc2dc\uc7a5\uc758 \uc0c8\ub85c\uc6b4 \uc131\uc7a5 \ub3d9\ub825\uc744 \ubaa8\uc0c9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c \uc8fc\uc694 \ubd84\uc11d \ubc94\uc704:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uacfc\ub9bd \uc694\uc18c \uc2dc\uc7a5\uc744 \ub4f1\uae09\ubcc4(\ub18d\uc5c5\uc6a9, \uc0b0\uc5c5\uc6a9), \uc751\uc6a9 \ubd84\uc57c\ubcc4(\ub18d\uc5c5: \uace1\ubb3c \ubc0f \uace1\ub958, \uacfc\uc77c \ubc0f \ucc44\uc18c, \uc720\uc9c0\uc885\uc790 \ubc0f \ucf69\ub958, \uae30\ud0c0 \ub18d\uc5c5\uc6a9; \uc0b0\uc5c5: \uc811\ucc29\uc81c \ubc0f \uc218\uc9c0, \ud654\ud559 \ubb3c\uc9c8, \uae30\ud0c0 \uc0b0\uc5c5\uc6a9), \uadf8\ub9ac\uace0 \uc8fc\uc694 \uc9c0\uc5ed\ubcc4(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc138\ubd84\ud654\ud558\uc5ec \uc2ec\uce35\uc801\uc778 \uc2dc\uc7a5 \ubd84\uc11d\uc744 \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-34014","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\/34014"}],"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=34014"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/34014\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=34014"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=34014"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=34014"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}