{"id":34382,"date":"2026-02-10T07:38:45","date_gmt":"2026-02-10T07:38:45","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/scandium-market-mordor\/"},"modified":"2026-09-04T05:47:19","modified_gmt":"2026-09-03T20:47:19","slug":"scandium-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/scandium-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc2a4\uce78\ub4d0 \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\/scandium-market-1759130558205-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\/scandium-market-size-image-1767016630375.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 \uace0\uccb4 \uc0b0\ud654\ubb3c \uc5f0\ub8cc \uc804\uc9c0(SOFC) \ucc44\ud0dd \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5\uc5d0\uc11c Al-Sc \ud569\uae08 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \ud575\uc2ec \uad11\ubb3c \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c \ubc0f \uc790\uae08 \uc9c0\uc6d0<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc2a4\uce78\ub4d0 \uae30\ubc18 \uc801\uce35 \uc81c\uc870\uc758 \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.5 \uace0\uc720\uc804\uc728 Sc2O3 \uac8c\uc774\ud2b8 \uc720\uc804\uccb4 \uae30\uc220 \ud601\uc2e0<\/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 \ub192\uc740 \uc7ac\ub8cc \ube44\uc6a9 \ubc0f \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc18c\uc218 \uad6d\uac00\uc5d0 \uc9d1\uc911\ub41c \uacf5\uae09<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc801\ub2c8 \/ HPAL \ud3d0\uae30\ubb3c \ucc98\ub9ac\uc758 ESG \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.4 \ubd88\ud22c\uba85\ud55c \uac00\uaca9 \ucc45\uc815 \ubc0f \ud45c\uc900 \ubd80\uc871<\/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<li class=\"toc-level-2\">4.6 \ud658\uacbd \uc601\ud5a5 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.7 \uac00\uaca9 \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 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc81c\ud488 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc0b0\ud654\ubb3c<\/li>\n<li class=\"toc-level-3\">5.1.2 \ubd88\ud654\ubb3c<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc5fc\ud654\ubb3c<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc9c8\uc0b0\uc5fc<\/li>\n<li class=\"toc-level-3\">5.1.5 \uc694\uc624\ub4dc\ud654\ubb3c<\/li>\n<li class=\"toc-level-3\">5.1.6 \ud569\uae08<\/li>\n<li class=\"toc-level-3\">5.1.7 \ud0c4\uc0b0\uc5fc \ubc0f \uae30\ud0c0 \uc81c\ud488 \uc720\ud615<\/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 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.2.2 \uace0\uccb4 \uc0b0\ud654\ubb3c \uc5f0\ub8cc \uc804\uc9c0 (SOFC)<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc138\ub77c\ubbf9<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc870\uba85<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc804\uc790\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.2.6 3D \ud504\ub9b0\ud305<\/li>\n<li class=\"toc-level-3\">5.2.7 \uc2a4\ud3ec\uce20 \uc6a9\ud488<\/li>\n<li class=\"toc-level-3\">5.2.8 \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 \uc0dd\uc0b0 \ubd84\uc11d<\/li>\n<li class=\"toc-level-4\">5.3.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.2 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \ud544\ub9ac\ud540<\/li>\n<li class=\"toc-level-4\">5.3.1.4 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc18c\ube44 \ubd84\uc11d<\/li>\n<li class=\"toc-level-4\">5.3.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.2.2 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.2.3 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.3.2.4 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.3.2.5 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.3.2.6 \uc720\ub7fd \uc5f0\ud569<\/li>\n<li class=\"toc-level-4\">5.3.2.7 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \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 Ardea Resources<\/li>\n<li class=\"toc-level-3\">6.4.2 Guangxi Maoxin Technology Co., Ltd<\/li>\n<li class=\"toc-level-3\">6.4.3 Henan Rongjia Scandium Vanadium Technology Co., Ltd<\/li>\n<li class=\"toc-level-3\">6.4.4 Huizhou Top Metal Materials Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 Hunan Oriental Scandium Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 Hunan Rare Earth Metal Materials Research Institute Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 JSC Dalur<\/li>\n<li class=\"toc-level-3\">6.4.8 MCC Group<\/li>\n<li class=\"toc-level-3\">6.4.9 Niocorp Development Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 Rio Tinto<\/li>\n<li class=\"toc-level-3\">6.4.11 Rusal<\/li>\n<li class=\"toc-level-3\">6.4.12 Scandium Canada Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 Scandium International Mining Corporation<\/li>\n<li class=\"toc-level-3\">6.4.14 Stanford Advanced Materials<\/li>\n<li class=\"toc-level-3\">6.4.15 Sumitomo Metal Mining Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Sunrise Energy Metals Limited<\/li>\n<li class=\"toc-level-3\">6.4.17 Treibacher Industrie Ag<\/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>\uc2a4\uce78\ub4d0 \uc2dc\uc7a5 \ubcf4\uace0\uc11c: \uc0b0\uc5c5 \ubd84\uc11d, \uaddc\ubaa8 \ubc0f \uc804\ub9dd \uac1c\uc694 (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd<\/p>\n<p>\uc2a4\uce78\ub4d0 \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 14.50%\ub97c \uae30\ub85d\ud558\uba70 \uae09\uaca9\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2026\ub144 0.88\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uc5d0\ub294 1.73\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc8fc\ub85c \uace0\uccb4\uc0b0\ud654\ubb3c \uc5f0\ub8cc\uc804\uc9c0(SOFC)\uc758 \uc2a4\uce78\ub4d0 \uc548\uc815\ud654 \uc9c0\ub974\ucf54\ub2c8\uc544(Scandium-stabilized zirconia) \ucc44\ud0dd \uc99d\uac00, \uc11c\ubc29 \uacbd\uc81c\uad8c\uc758 \ud575\uc2ec \uad11\ubb3c \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c, \uadf8\ub9ac\uace0 \ucc28\uc138\ub300 \ud56d\uacf5\uc6b0\uc8fc \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uc54c\ub8e8\ubbf8\ub284-\uc2a4\uce78\ub4d0 \ud569\uae08\uc758 \ud65c\uc6a9 \ud655\ub300\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2a4\uce78\ub4d0 \uc2dc\uc7a5\uc744 \uc81c\ud488 \uc720\ud615(\uc0b0\ud654\ubb3c, \ubd88\ud654\ubb3c, \uc5fc\ud654\ubb3c, \uc694\uc624\ub4dc\ud654\ubb3c, \ud0c4\uc0b0\uc5fc \ubc0f \uae30\ud0c0 \uc81c\ud488 \uc720\ud615), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \uace0\uccb4\uc0b0\ud654\ubb3c \uc5f0\ub8cc\uc804\uc9c0, \uc138\ub77c\ubbf9, \uc870\uba85, \uc804\uc790\uc81c\ud488, \uc2a4\ud3ec\uce20 \uc6a9\ud488 \ubc0f \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubbf8\uad6d, \uc911\uad6d, \ub7ec\uc2dc\uc544, \uc77c\ubcf8, \ube0c\ub77c\uc9c8, \uc720\ub7fd\uc5f0\ud569 \ubc0f \uae30\ud0c0 \uc9c0\uc5ed)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc9c0\ud45c:<br \/>\n*   \uc870\uc0ac \uae30\uac04: 2020\ub144 \u2013 2031\ub144<br \/>\n*   \uc608\uce21 \ub370\uc774\ud130 \uae30\uac04: 2026\ub144 \u2013 2031\ub144<br \/>\n*   \uacfc\uac70 \ub370\uc774\ud130 \uae30\uac04: 2020\ub144 \u2013 2024\ub144<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 0.88\uc5b5 \ub2ec\ub7ec<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 1.73\uc5b5 \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026\ub144 \u2013 2031\ub144): 14.50% CAGR<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \ub192\uc74c<\/p>\n<p>2025\ub144 4\uc6d4 \uc911\uad6d\uc758 \uc218\ucd9c \ud5c8\uac00 \uaddc\uc81c\ub294 \uae00\ub85c\ubc8c \ubb34\uc5ed \ud750\ub984\uc744 \uad50\ub780\ud558\uace0 \uacf5\uae09\ub9dd \uc704\ud5d8\uc744 \ubd80\uac01\uc2dc\ucf30\uc73c\uba70, \uc774\ub294 \ubbf8\uad6d, \uc720\ub7fd\uc5f0\ud569, \ud638\uc8fc \ub4f1 \ub300\uccb4 \uacf5\uae09 \ud5c8\ube0c\uc5d0 \ub300\ud55c \uc815\ubd80 \uc790\uae08 \uc9c0\uc6d0\uc744 \ucd09\uc9c4\ud588\uc2b5\ub2c8\ub2e4. \ub300\uaddc\ubaa8 \uace0\uc21c\ub3c4 \uc0dd\uc0b0 \uae30\uc220\uc744 \ud655\ubcf4\ud55c \uae30\uc5c5\ub4e4\uc740 \uc2a4\uce78\ub4d0 \uc2dc\uc7a5\uc774 \ub2e8\uc21c\ud55c \uc2e4\ud5d8\uc2e4 \uc5f0\uad6c \ub2e8\uacc4\ub97c \ub118\uc5b4 \uc804\ub7b5\uc801 \uc18c\uc7ac\ub85c \uc804\ud658\ub428\uc5d0 \ub530\ub77c \uc720\ub9ac\ud55c \uc704\uce58\ub97c \uc810\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d:<br \/>\n*   \uc81c\ud488 \uc720\ud615\ubcc4: 2025\ub144 \uc2a4\uce78\ub4d0 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 34.90%\ub97c \ud569\uae08\uc774 \ucc28\uc9c0\ud588\uc73c\uba70, \uc0b0\ud654\ubb3c \uc81c\ud488\uc740 2031\ub144\uae4c\uc9c0 15.78%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2025\ub144 \uc2a4\uce78\ub4d0 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 46.95%\ub97c SOFC\uac00 \ucc28\uc9c0\ud588\uc73c\uba70, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 15.05%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc911\uad6d\uc774 \uc57d 39.45%\ub85c \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, \ubbf8\uad6d\uc740 2031\ub144\uae4c\uc9c0 15.20%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># 2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<p>\uc2a4\uce78\ub4d0 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uace0\uccb4\uc0b0\ud654\ubb3c \uc5f0\ub8cc\uc804\uc9c0(SOFC) \ucc44\ud0dd \uc99d\uac00 (+4.2% CAGR \uc601\ud5a5): \uc2a4\uce78\ub4d0 \uc548\uc815\ud654 \uc9c0\ub974\ucf54\ub2c8\uc544\ub294 SOFC\uc758 \uc791\ub3d9 \uc628\ub3c4\ub97c \ub0ae\ucd94\uba74\uc11c\ub3c4 \uc774\uc628 \uc804\ub3c4\uc131\uc744 \uc720\uc9c0\ud558\uc5ec \uc2a4\ud0dd \uc218\uba85\uc744 \uc5f0\uc7a5\ud558\uace0 \uade0\ud615 \uc7a1\ud78c \ud50c\ub79c\ud2b8 \ubd80\ud488 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uc758 \uc8fc\uac70\uc6a9 Ene-Farm \ubcf4\uae09\uacfc \uc720\ub7fd\uc758 \ubd84\uc0b0 \ubc1c\uc804 \ubcf4\uc870\uae08\uc740 \uc2a4\uce78\ub4d0 \uc0b0\ud654\ubb3c \uc218\uc694\ub97c \uafb8\uc900\ud788 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80\uc758 2025\ub144 \uc218\uc18c \ub85c\ub4dc\ub9f5\uc740 SOFC\ub97c \uc7a5\uae30 \uadf8\ub9ac\ub4dc \uc800\uc7a5\uc5d0 \ud544\uc218\uc801\uc778 \uc694\uc18c\ub85c \uc9c0\uc815\ud588\uc73c\uba70, Bloom Energy\ub294 2025\ub144\uc5d0 6N \uc2a4\uce78\ub4d0 \uc0b0\ud654\ubb3c \uae30\ubc18 \uc804\ud574\uc9c8 \uc0dd\uc0b0\uc744 \ud655\ub300\ud558\uc5ec \uc0c1\uc5c5\uc801 \ud0c0\ub2f9\uc131\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc0b0\ud654\ud2f0\ud0c0\ub284(TiO\u2082) \ud3d0\uae30\ubb3c \ud750\ub984\uc5d0\uc11c \uc2a4\uce78\ub4d0\uc744 \ud68c\uc218\ud558\ub294 \uacf5\uc815 \ud601\uc2e0\uc740 SOFC\uc758 \uc2dc\uc7a5 \uce68\ud22c\ub97c \uc81c\ud55c\ud588\ub358 \uac00\uaca9 \uc555\ub825\uc744 \uc644\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5\uc5d0\uc11c \uc54c\ub8e8\ubbf8\ub284-\uc2a4\uce78\ub4d0(Al-Sc) \ud569\uae08 \uc218\uc694 \uc99d\uac00 (+3.8% CAGR \uc601\ud5a5): \ubbf8 \uad6d\ubc29\ubd80\uc758 \uadf9\ucd08\uc74c\uc18d \ubbf8\uc0ac\uc77c \ud504\ub85c\uadf8\ub7a8\uc740 \uc5f4 \uc21c\ud658 \uc870\uac74\uc5d0\uc11c\ub3c4 \uacb0\uc815 \uad6c\uc870\ub97c \uc720\uc9c0\ud558\ub294 \uc54c\ub8e8\ubbf8\ub284-\uc2a4\uce78\ub4d0 \ub9c8\uc2a4\ud130 \ud569\uae08\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. NioCorp\ub294 2025\ub144 \uad6d\ubc29 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uacfc \uad6d\ubc29 \uc0dd\uc0b0\ubc95(Defense Production Act)\uc5d0 \ub530\ub77c \uc801\uaca9 Al-Sc \ud569\uae08 \ubd80\ud488\uc744 \uacf5\uae09\ud558\ub294 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uc5ec \uc774 \uae08\uc18d\uc758 \uc804\ub7b5\uc801 \uac00\uce58\ub97c \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4. \ubcf4\uc789\uacfc \uc5d0\uc5b4\ubc84\uc2a4\ub294 \uc2a4\uce78\ub4d0\uc758 \uc6a9\uc811 \uade0\uc5f4 \uc800\ud56d\uc131\uc774 7xxx \uc2dc\ub9ac\uc988 \uc54c\ub8e8\ubbf8\ub284\ubcf4\ub2e4 \uc6b0\uc218\ud55c \uc801\uce35 \uc81c\uc870 \ub3d9\uccb4 \ud504\ub808\uc784\uc5d0 \ub300\ud55c 10\ub144 \uac04\uc758 \uc778\uc99d \ud504\ub85c\uadf8\ub7a8 \uc911\uac04 \ub2e8\uacc4\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uc6b0\uc8fc \ubc1c\uc0ac \uc6b4\uc601\uc790\ub4e4\uc740 \uc911\ub7c9\uc5d0 \ubbfc\uac10\ud55c \ucd94\uc9c4\uc81c \ud0f1\ud06c\uc5d0 \uc2a4\uce78\ub4d0 \ud569\uae08\uc744 \ucc44\ud0dd\ud558\uc5ec \uc7a5\uae30\uc801\uc778 \uc218\uc694\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ud575\uc2ec \uad11\ubb3c \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c \ubc0f \uc790\uae08 \uc9c0\uc6d0 (+2.1% CAGR \uc601\ud5a5): \ud589\uc815 \uba85\ub839 14241 \ubc0f \uad00\ub828 \uad6d\ubc29 \uc0dd\uc0b0\ubc95 Title III \uc790\uae08\uc740 NioCorp\uc758 Elk Creek \uad11\uc0b0\uacfc \uac19\uc740 \ubbf8\uad6d \uc2a4\uce78\ub4d0 \ud504\ub85c\uc81d\ud2b8\ub97c \uc2e0\uc18d\ud558\uac8c \uc9c4\ud589\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc774 \uad11\uc0b0\uc740 2025\ub144 8\uc6d4 1,000\ub9cc \ub2ec\ub7ec\uc758 \ubcf4\uc870\uae08\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uc218\ucd9c\uc785 \uc740\ud589\uc758 8\uc5b5 \ub2ec\ub7ec \ubd80\ucc44 \uc2dc\uc124\uc740 \ud504\ub85c\uc81d\ud2b8 \uc790\uae08 \uc870\ub2ec \uc704\ud5d8\uc744 \ub354\uc6b1 \uc904\uc785\ub2c8\ub2e4. \ud638\uc8fc\uc758 2025\ub144 \ud575\uc2ec \uad11\ubb3c \uc804\ub7b5\uc740 \uc2a4\uce78\ub4d0\uc744 1\ub4f1\uae09 \uc6b0\uc120\uc21c\uc704\ub85c \uaca9\uc0c1\uc2dc\ucf30\uace0, EU \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95\uc740 \uad6d\ub0b4 \uac00\uacf5 \uc784\uacc4\uac12\uc744 \uc758\ubb34\ud654\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc815\ucc45\ub4e4\uc740 \uc2a4\uce78\ub4d0 \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \uac78\uccd0 \ud5c8\uac00 \uae30\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \ud504\ub85c\uc81d\ud2b8 \uacbd\uc81c\uc131\uc744 \uac1c\uc120\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc2a4\uce78\ub4d0 \uae30\ubc18 \uc801\uce35 \uc81c\uc870 \ud655\uc7a5 (+1.9% CAGR \uc601\ud5a5): Scalmalloy \ud569\uae08 \ubd84\ub9d0\uc740 \uc120\ud0dd\uc801 \ub808\uc774\uc800 \uc6a9\uc735(selective-laser-melting)\uc5d0\uc11c 99% \uc774\uc0c1\uc758 \ubc00\ub3c4\ub97c \ub2ec\uc131\ud558\uc5ec \ud56d\uacf5\uae30 \ud504\ub808\uc784 \uc9c8\ub7c9\uc744 \uc904\uc774\ub294 \ub2e8\uc77c \uad6c\uc870 \ubd80\ud488\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. NioCorp\uc640 Brunel University\uc758 BCAST \uc13c\ud130 \uac04\uc758 \uacf5\ub3d9 R&#038;D\ub294 2025\ub144 EV \uc100\uc2dc \ud504\ub85c\ud1a0\ud0c0\uc785\uc5d0\uc11c 17%\uc758 \uc911\ub7c9 \uc808\uac10\uc744 \uc2dc\uc5f0\ud588\uc2b5\ub2c8\ub2e4. \ubd84\ub9d0 \ubca0\ub4dc \uc735\ud569(Powder-bed-fusion) \uc0dd\uc0b0\uc790\ub4e4\uc740 \uc774\uc81c \ube44\uc6a9\uc744 \uad00\ub9ac\ud558\uba74\uc11c \uae30\uacc4\uc801 \uc774\uc810\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 0.5 \uc911\ub7c9% \ubbf8\ub9cc\uc758 \uc2a4\uce78\ub4d0 \ucca8\uac00\ub97c \ubaa9\ud45c\ub85c \ud558\uc5ec \ud655\uc7a5\uc131\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uace0\uc720\uc804\uc728(high-k) Sc\u2082O\u2083 \uac8c\uc774\ud2b8 \uc720\uc804\uccb4 \uae30\uc220 \ubc1c\uc804 (+1.6% CAGR \uc601\ud5a5): \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ubc0f \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c \uc7a5\uae30\uc801\uc73c\ub85c \uc911\uc694\ud55c \uae30\uc220 \ubc1c\uc804 \ub3d9\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p># 3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uc2a4\uce78\ub4d0 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub192\uc740 \uc7ac\ub8cc \ube44\uc6a9 \ubc0f \uac00\uaca9 \ubcc0\ub3d9\uc131 (-3.4% CAGR \uc601\ud5a5): 2025\ub144 8\uc6d4 6N \uc2a4\uce78\ub4d0 \uc0b0\ud654\ubb3c\uc758 \ud604\ubb3c \uac00\uaca9\uc740 kg\ub2f9 632.95~715.23\ub2ec\ub7ec \uc0ac\uc774\ub97c \uc624\uac14\uc73c\uba70, \uc99d\ub958 \uae08\uc18d\uc740 \ud2b9\uc218 \uc8fc\ubb38 \uc2dc g\ub2f9 269\ub2ec\ub7ec\uc5d0 \ub2ec\ud588\uc2b5\ub2c8\ub2e4. \uc5f0\uac04 \uacf5\uae09\ub7c9\uc740 \uc57d 80\ud1a4\uc778 \ubc18\uba74 2040\ub144 \uc7a0\uc7ac \uc218\uc694\ub294 1,970\ud1a4\uc73c\ub85c \uc608\uc0c1\ub418\uc5b4 \uacf5\uae09 \uc911\ub2e8\uc5d0 \ub300\ud55c \ubbfc\uac10\ub3c4\uac00 \ub192\uc2b5\ub2c8\ub2e4. \ub300\ubd80\ubd84\uc758 \uac70\ub798\ub294 \uc591\uc790 \uac04\uc73c\ub85c \uc774\ub8e8\uc5b4\uc838 OEM(\uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0) \uc5c5\uccb4\ub294 \ud5e4\uc9d5 \uc635\uc158\uc774 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4. \ub2c8\ucf08 \ub77c\ud14c\ub77c\uc774\ud2b8 \ub610\ub294 TiO\u2082\uc758 \ubd80\uc0b0\ubb3c\ub85c \uc2a4\uce78\ub4d0\uc744 \ud68c\uc218\ud558\ub294 \uc0dd\uc0b0\uc790\ub4e4\uc740 \ub2e8\uc704 \uacbd\uc81c\uc131\uc774 \uc8fc\ub825 \uc0c1\ud488 \uc8fc\uae30\uc5d0 \ubb36\uc5ec \uc788\uc5b4 \uacbd\uae30 \uce68\uccb4 \uc2dc \uc2e0\uaddc \ud22c\uc790\ub97c \uc800\ud574\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc18c\uc218 \uad6d\uac00\uc5d0 \uc9d1\uc911\ub41c \uacf5\uae09 (-2.8% CAGR \uc601\ud5a5): \uc911\uad6d, \ub7ec\uc2dc\uc544, \ud544\ub9ac\ud540\uc774 \uc0dd\uc0b0\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 4\uc6d4 \uc911\uad6d\uc758 \uc218\ucd9c \ud5c8\uac00 \uc81c\ub3c4\ub294 \uc989\uc2dc \uae00\ub85c\ubc8c \uacf5\uae09\uc744 \uacbd\uc0c9\uc2dc\ucf30\uace0 \uc6d4\ubcc4 \uac00\uaca9\uc744 18% \uc0c1\uc2b9\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc815\ubd80 \ucc45\uc784 \uc0ac\ubb34\uc18c(GAO)\ub294 \uc2a4\uce78\ub4d0\uc744 \uad6d\ub0b4 1\ucc28 \uacf5\uae09\uc5c5\uccb4\uac00 \uc5c6\ub294 \uac83\uc73c\ub85c \ubd84\ub958\ud558\uc5ec \uad6d\uac00 \uc548\ubcf4 \ub178\ucd9c\uc744 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4. \ud638\uc8fc\uc640 \uce90\ub098\ub2e4\uc758 \ub2e4\ubcc0\ud654 \ud504\ub85c\uc81d\ud2b8\ub294 \uc548\uc815\uc801\uc778 \uc0dd\uc0b0\uae4c\uc9c0 \uc218\ub144\uc774 \uac78\ub9b4 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \ub808\ub4dc \uba38\ub4dc\/HPAL \ud3d0\uae30\ubb3c \ucc98\ub9ac\uc758 ESG \ubb38\uc81c (-1.7% CAGR \uc601\ud5a5): \uc8fc\uc694 \uc0dd\uc0b0 \ud5c8\ube0c\uc5d0\uc11c \uc7a5\uae30\uc801\uc778 \uacfc\uc81c\ub85c \ub0a8\uc544\uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ubd88\ud22c\uba85\ud55c \uac00\uaca9 \ucc45\uc815 \ubc0f \ud45c\uc900 \ubd80\uc871 (-1.3% CAGR \uc601\ud5a5): \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0\uc11c \uc911\uae30\uc801\uc778 \uc81c\uc57d \uc694\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p> 4.1. \uc81c\ud488 \uc720\ud615\ubcc4<\/p>\n<p>\ud569\uae08\uc740 2025\ub144 \uc2a4\uce78\ub4d0 \uc2dc\uc7a5 \uc218\uc694\uc758 34.90%\ub97c \ucc28\uc9c0\ud558\uba70 \ud56d\uacf5\uc6b0\uc8fc \ub9ac\ubcb3, \uc790\uc804\uac70 \ud504\ub808\uc784, \uc2a4\ud3ec\uce20 \uc6a9\ud488 \ubd84\uc57c\uc5d0\uc11c\ub6f0\uc5b4\ub09c \uac15\ub3c4\uc640 \uacbd\ub7c9\uc131\uc744 \uc81c\uacf5\ud558\uba70, \uc774\ub294 \ud574\ub2f9 \uc0b0\uc5c5\uc758 \uc131\ub2a5 \ud5a5\uc0c1\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc0b0\ud654\ubb3c\uc740 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 28.10%\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uace0\uc131\ub2a5 \uc138\ub77c\ubbf9, \ucd09\ub9e4, \ud2b9\uc218 \uc720\ub9ac \uc81c\uc870\uc5d0 \uc8fc\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uae08\uc18d \uc2a4\uce78\ub4d0\uc740 2025\ub144 21.50%\uc758 \uc810\uc720\uc728\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc8fc\ub85c \ud569\uae08 \uc0dd\uc0b0\uc758 \uc6d0\ub8cc\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uae30\ud0c0 \uc81c\ud488 \uc720\ud615\uc5d0\ub294 \uc2a4\uce78\ub4d0 \uc9c8\ud654\ubb3c, \uc2a4\uce78\ub4d0 \ud50c\ub8e8\uc624\ub77c\uc774\ub4dc \ub4f1\uc774 \uc788\uc73c\uba70, \uc774\ub4e4\uc740 \ubc18\ub3c4\uccb4, \ub808\uc774\uc800, \uad11\ud559 \ucf54\ud305 \ub4f1 \ud2b9\uc815 \uace0\ubd80\uac00\uac00\uce58 \uc751\uc6a9 \ubd84\uc57c\uc5d0\uc11c \ud65c\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n<p>4.2. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4<\/p>\n<p>\ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5\uc740 2025\ub144 \uc2a4\uce78\ub4d0 \uc2dc\uc7a5 \uc218\uc694\uc758 38.20%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \ubd80\ubb38\uc785\ub2c8\ub2e4. \uc2a4\uce78\ub4d0-\uc54c\ub8e8\ubbf8\ub284 \ud569\uae08\uc740 \ud56d\uacf5\uae30 \ubd80\ud488, \ubbf8\uc0ac\uc77c, \uc704\uc131 \ub4f1\uc5d0\uc11c \uacbd\ub7c9\ud654 \ubc0f \uac15\ub3c4 \ud5a5\uc0c1\uc744 \uc704\ud574 \ud544\uc218\uc801\uc73c\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uc2a4\ud3ec\uce20 \uc6a9\ud488 \uc0b0\uc5c5\uc740 2025\ub144 22.50%\uc758 \uc810\uc720\uc728\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc790\uc804\uac70 \ud504\ub808\uc784, \uc57c\uad6c \ubc29\ub9dd\uc774, \ub09a\uc2ef\ub300 \ub4f1\uc5d0\uc11c \uc2a4\uce78\ub4d0 \ud569\uae08\uc758 \uacbd\ub7c9\uc131\uacfc \ub0b4\uad6c\uc131\uc774 \ub192\uc774 \ud3c9\uac00\ub429\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc740 2025\ub144 15.80%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \ucc28\ub7c9 \uacbd\ub7c9\ud654\ub97c \ud1b5\ud55c \uc5f0\ube44 \uac1c\uc120 \ubc0f \ubc30\uae30\uac00\uc2a4 \uac10\uc18c\ub97c \uc704\ud574 \uc2a4\uce78\ub4d0 \ud569\uae08\uc758 \uc801\uc6a9\uc774 \uc810\ucc28 \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uc790 \uc0b0\uc5c5\uc740 2025\ub144 10.30%\uc758 \uc810\uc720\uc728\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \ubc18\ub3c4\uccb4, LED, \ub514\uc2a4\ud50c\ub808\uc774 \ub4f1 \uace0\uc131\ub2a5 \uc804\uc790 \ubd80\ud488 \uc81c\uc870\uc5d0 \uc2a4\uce78\ub4d0 \ud654\ud569\ubb3c\uc774 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\uc5d0\ub294 \uc758\ub8cc, \uc5d0\ub108\uc9c0, \uc870\uba85 \ub4f1\uc774 \ud3ec\ud568\ub418\uba70, \uc774\ub4e4 \ubd84\uc57c\uc5d0\uc11c\ub3c4 \uc2a4\uce78\ub4d0\uc758 \ub3c5\ud2b9\ud55c \ud2b9\uc131\uc744 \ud65c\uc6a9\ud55c \uc0c8\ub85c\uc6b4 \uc751\uc6a9 \ubd84\uc57c\uac00 \uc9c0\uc18d\uc801\uc73c\ub85c \uac1c\ubc1c\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uae00\ub85c\ubc8c \uc2a4\uce78\ub4d0 \uc2dc\uc7a5\uc740 \uc18c\uc218\uc758 \uc8fc\uc694 \uc0dd\uc0b0\uc790\uc640 \ub2e4\uc218\uc758 \uc18c\uaddc\ubaa8 \ud50c\ub808\uc774\uc5b4\uac00 \uacbd\uc7c1\ud558\ub294 \uad6c\uc870\ub97c \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uacf5\uae09\ub9dd\uc758 \ubcf5\uc7a1\uc131\uacfc \uc0dd\uc0b0 \uae30\uc220\uc758 \uc804\ubb38\uc131\uc73c\ub85c \uc778\ud574 \uc9c4\uc785 \uc7a5\ubcbd\uc774 \ub192\uc740 \ud3b8\uc785\ub2c8\ub2e4. \uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc740 \uc8fc\ub85c \uc2a4\uce78\ub4d0 \ucd94\ucd9c \ubc0f \uc815\uc81c \uae30\uc220, \ud569\uae08 \uc81c\uc870 \ub2a5\ub825, \uadf8\ub9ac\uace0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\uacfc\uc758 \uac15\ub825\ud55c \uad00\uacc4\ub97c \ud1b5\ud574 \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790:<\/p>\n<p>*   Rio Tinto (\uce90\ub098\ub2e4\/\ud638\uc8fc): \uc54c\ub8e8\ubbf8\ub284 \uc0dd\uc0b0 \uacfc\uc815\uc5d0\uc11c \uc2a4\uce78\ub4d0\uc744 \ubd80\uc0b0\ubb3c\ub85c \ud68c\uc218\ud558\ub294 \uae30\uc220\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc73c\uba70, \uc548\uc815\uc801\uc778 \uacf5\uae09 \ub2a5\ub825\uc744 \uac16\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   Nornickel (\ub7ec\uc2dc\uc544): \ub2c8\ucf08 \ubc0f \ud314\ub77c\ub4d0 \uc0dd\uc0b0 \uacfc\uc815\uc5d0\uc11c \uc2a4\uce78\ub4d0\uc744 \ucd94\ucd9c\ud558\uba70, \uc0c1\ub2f9\ud55c \uc0dd\uc0b0\ub7c9\uc744 \uc790\ub791\ud569\ub2c8\ub2e4.<br \/>\n*   Clean TeQ Water (\ud638\uc8fc): \uc2a4\uce78\ub4d0 \ucd94\ucd9c \ubc0f \uc815\uc81c \uae30\uc220 \uac1c\ubc1c\uc5d0 \uc8fc\ub825\ud558\uace0 \uc788\uc73c\uba70, \uc0c8\ub85c\uc6b4 \uacf5\uae09\uc6d0 \ud655\ubcf4\ub97c \uc704\ud55c \ud504\ub85c\uc81d\ud2b8\ub97c \uc9c4\ud589 \uc911\uc785\ub2c8\ub2e4.<br \/>\n*   Scandium International Mining Corp. (\uce90\ub098\ub2e4): \uc2a4\uce78\ub4d0 \uc804\ubb38 \uad11\uc0b0 \uac1c\ubc1c \uae30\uc5c5\uc73c\ub85c, \ub3c5\uc790\uc801\uc778 \uc2a4\uce78\ub4d0 \uad11\uc0b0\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc5d0 \uc9c4\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   Sumitomo Corporation (\uc77c\ubcf8): \uc2a4\uce78\ub4d0 \uc81c\ud488\uc758 \uc720\ud1b5 \ubc0f \ubb34\uc5ed\uc5d0 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud558\uba70, \ub2e4\uc591\ud55c \uacf5\uae09\uc6d0\uc73c\ub85c\ubd80\ud130 \uc81c\ud488\uc744 \uc870\ub2ec\ud558\uc5ec \ucd5c\uc885 \uc0ac\uc6a9\uc790\uc5d0\uac8c \uacf5\uae09\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \uc678\uc5d0\ub3c4 \uc911\uad6d\uc758 \uc5ec\ub7ec \uae30\uc5c5\ub4e4\uc774 \uc2a4\uce78\ub4d0 \uc0dd\uc0b0 \ubc0f \uac00\uacf5\uc5d0 \ucc38\uc5ec\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub4e4\uc740 \uc8fc\ub85c \uad6d\ub0b4 \uc218\uc694\ub97c \ucda9\uc871\uc2dc\ud0a4\uace0 \uc77c\ubd80\ub97c \uc218\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc740 \uc8fc\ub85c \uae30\uc220 \ud601\uc2e0, \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5, \uadf8\ub9ac\uace0 \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uc0c8\ub85c\uc6b4 \uc2a4\uce78\ub4d0 \ucd94\ucd9c \uae30\uc220 \uac1c\ubc1c\uacfc \uc7ac\ud65c\uc6a9 \ud504\ub85c\uc138\uc2a4 \uac1c\uc120\uc740 \ubbf8\ub798 \uacbd\uc7c1\ub825 \ud655\ubcf4\uc5d0 \uc911\uc694\ud55c \uc694\uc18c\ub85c \uc791\uc6a9\ud560 \uac83\uc785\ub2c8\ub2e4. \ub610\ud55c, \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\uc640 ESG \uae30\uc900 \uc900\uc218\ub294 \uae30\uc5c5\uc758 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc131\uc7a5\uc744 \uc704\ud55c \ud575\uc2ec \uacfc\uc81c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2a4\uce78\ub4d0 \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud76c\ud1a0\ub958 \uc6d0\uc18c\uc778 \uc2a4\uce78\ub4d0(Sc) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2a4\uce78\ub4d0\uc740 \uc6d0\uc790\ubc88\ud638 21\ubc88\uc758 \uc740\ubc31\uc0c9 \uc804\uc774\uae08\uc18d\uc73c\ub85c, \uac00\ubcbc\uc6c0, \ub192\uc740 \uc735\uc810, \uc791\uc740 \uc774\uc628 \ubc18\uacbd \ub4f1\uc758 \ub3c5\ud2b9\ud55c \ud2b9\uc131\uc744 \uc9c0\ub2c8\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\uc5f0 \uc0c1\ud0dc\uc5d0\uc11c\ub294 100ppm\uc744 \ucd08\uacfc\ud558\ub294 \ub18d\ub3c4\ub85c \ubc1c\uacac\ub418\ub294 \uacbd\uc6b0\uac00 \ub4dc\ubb3c\uba70, \uc8fc\ub85c \uace0\uccb4 \uc0b0\ud654\ubb3c \uc5f0\ub8cc\uc804\uc9c0(SOFC)\uc640 \uc54c\ub8e8\ubbf8\ub284-\uc2a4\uce78\ub4d0(Al-Sc) \ud569\uae08\uc5d0 \ud65c\uc6a9\ub418\uc5b4 \uac15\ub3c4\uc640 \uc131\ub2a5\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4. \ud2b9\ud788 \uc6a9\uc811 \uc2dc \uace0\uc628 \uade0\uc5f4\uc744 \uc904\uc774\uace0 \ud53c\ub85c \uac70\ub3d9\uc744 \uac1c\uc120\ud558\ub294 \ubbf8\uc138 \uacb0\uc815\ub9bd \ubbf8\uc138\ud654 \ud2b9\uc131\uc774 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\uc2a4\uce78\ub4d0 \uc2dc\uc7a5\uc740 2026\ub144 \uae30\uc900 0.88\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ud3c9\uac00\ub418\uba70, 2031\ub144\uae4c\uc9c0 \uc57d \ub450 \ubc30 \uac00\uae4c\uc774 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ub2e4\uc591\ud55c \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c\uc758 \uc2a4\uce78\ub4d0 \ucc44\ud0dd \uc99d\uac00\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n1.  \uace0\uccb4 \uc0b0\ud654\ubb3c \uc5f0\ub8cc\uc804\uc9c0(SOFC) \ucc44\ud0dd \uc99d\uac00: \uc2a4\uce78\ub4d0 \uc548\uc815\ud654 \uc9c0\ub974\ucf54\ub2c8\uc544(Scandium-stabilized zirconia)\ub294 SOFC\uc758 \uc791\ub3d9 \uc628\ub3c4\ub97c \ub0ae\ucdb0 \uc2a4\ud0dd \uc218\uba85\uc744 \uc5f0\uc7a5\ud558\uace0 \uc2dc\uc2a4\ud15c \ubd80\ud488 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uc5ec \ucc44\ud0dd\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n2.  \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5 \ub0b4 Al-Sc \ud569\uae08 \uc218\uc694 \uc99d\uac00: \uc2a4\uce78\ub4d0 \ucca8\uac00\ub294 \uc6a9\uc811 \uade0\uc5f4\uc744 \ubc29\uc9c0\ud558\uace0 \uac15\ub3c4 \ub300 \uc911\ub7c9\ube44\ub97c \uac1c\uc120\ud558\uc5ec \uadf9\ucd08\uc74c\uc18d \ud50c\ub7ab\ud3fc \ubc0f \uc911\ub7c9\uc5d0 \ubbfc\uac10\ud55c \uc0c1\uc5c5\uc6a9 \ud56d\uacf5\uae30 \uae30\uccb4\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<br \/>\n3.  \ud575\uc2ec \uad11\ubb3c \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c \ubc0f \uc790\uae08 \uc9c0\uc6d0: \ubbf8\uad6d \uad6d\ubc29\ubb3c\uc790\uc0dd\uc0b0\ubc95(Defense Production Act) \uc790\uae08 \uc9c0\uc6d0, EU \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(Critical Raw Materials Act) \uc778\uc13c\ud2f0\ube0c, \ud638\uc8fc \ud575\uc2ec \uad11\ubb3c \uc804\ub7b5(Critical Minerals Strategy)\uacfc \uac19\uc740 \uc815\ubd80 \ud504\ub85c\uadf8\ub7a8\uc774 \uc2e0\uaddc \ud504\ub85c\uc81d\ud2b8\uc758 \uc704\ud5d8\uc744 \uc904\uc774\uace0 \uacf5\uae09\ub9dd\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<br \/>\n4.  \uc2a4\uce78\ub4d0 \uae30\ubc18 \uc801\uce35 \uc81c\uc870(3D \ud504\ub9b0\ud305) \ud655\uc7a5: \uc2a4\uce78\ub4d0\uc744 \ud65c\uc6a9\ud55c 3D \ud504\ub9b0\ud305 \uae30\uc220\uc758 \ubc1c\uc804\uc774 \uc0c8\ub85c\uc6b4 \uc751\uc6a9 \ubd84\uc57c\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n5.  \uace0\uc720\uc804\uc728(high-k) Sc2O3 \uac8c\uc774\ud2b8 \uc720\uc804\uccb4 \uae30\uc220 \ud601\uc2e0: \uc804\uc790 \uc0b0\uc5c5\uc5d0\uc11c\uc758 \uae30\uc220\uc801 \ub3cc\ud30c\uad6c\uac00 \uc2a4\uce78\ub4d0 \uc218\uc694\ub97c \uacac\uc778\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n1.  \ub192\uc740 \uc7ac\ub8cc \ube44\uc6a9 \ubc0f \uac00\uaca9 \ubcc0\ub3d9\uc131: \uc2a4\uce78\ub4d0\uc758 \ub192\uc740 \uc0dd\uc0b0 \ube44\uc6a9\uacfc \ubd88\uc548\uc815\ud55c \uac00\uaca9\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n2.  \uc18c\uc218 \uad6d\uac00\uc5d0 \uc9d1\uc911\ub41c \uacf5\uae09: \uc911\uad6d, \ub7ec\uc2dc\uc544, \ud544\ub9ac\ud540 \ub4f1 \uc18c\uc218 \uad6d\uac00\uc5d0 \uc0dd\uc0b0\uc774 \uc9d1\uc911\ub418\uc5b4 \uc788\uc5b4 \uacf5\uae09 \uc548\uc815\uc131\uc5d0 \ub300\ud55c \uc6b0\ub824\uac00 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n3.  \uc801\ub2c8(red-mud) \/ HPAL \ud3d0\uae30\ubb3c \ucc98\ub9ac\uc758 ESG \ubb38\uc81c: \uc2a4\uce78\ub4d0 \ucd94\ucd9c \uacfc\uc815\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \ud658\uacbd, \uc0ac\ud68c, \uac70\ubc84\ub10c\uc2a4(ESG) \uad00\ub828 \ubb38\uc81c\ub4e4\uc774 \ud574\uacb0 \uacfc\uc81c\ub85c \ub0a8\uc544\uc788\uc2b5\ub2c8\ub2e4.<br \/>\n4.  \ubd88\ud22c\uba85\ud55c \uac00\uaca9 \ucc45\uc815 \ubc0f \ud45c\uc900 \ubd80\uc871: \uba85\ud655\ud55c \uac00\uaca9 \ucc45\uc815 \uae30\uc900\uacfc \uc0b0\uc5c5 \ud45c\uc900\uc758 \ubd80\uc7ac\ub294 \uc2dc\uc7a5\uc758 \ud22c\uba85\uc131\uc744 \uc800\ud574\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc9c0\uc5ed\ubcc4 \ub3d9\ud5a5:<br \/>\n\uc2a4\uce78\ub4d0 \uc2dc\uc7a5\uc740 \uc81c\ud488 \uc720\ud615(\uc0b0\ud654\ubb3c, \ubd88\ud654\ubb3c, \uc5fc\ud654\ubb3c, \uc9c8\uc0b0\uc5fc, \uc694\uc624\ub4dc\ud654\ubb3c, \ud569\uae08, \ud0c4\uc0b0\uc5fc \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, SOFC, \uc138\ub77c\ubbf9, \uc870\uba85, \uc804\uc790, 3D \ud504\ub9b0\ud305, \uc2a4\ud3ec\uce20 \uc6a9\ud488 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4.<br \/>\n\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc911\uad6d, \ub7ec\uc2dc\uc544, \ud544\ub9ac\ud540\uc774 \uc8fc\uc694 \uc0dd\uc0b0\uad6d\uc774\uba70, \uc18c\ube44 \uce21\uba74\uc5d0\uc11c\ub294 \ubbf8\uad6d\uc774 \uad6d\ubc29 \ubc0f \uc801\uce35 \uc81c\uc870 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 15.20%\uc758 \uac00\uc7a5 \ube60\ub978 \uc18c\ube44 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uadf8 \uc678 \uc8fc\uc694 \uc18c\ube44\uad6d\uc73c\ub85c\ub294 \uc911\uad6d, \ub7ec\uc2dc\uc544, \uc77c\ubcf8, \ube0c\ub77c\uc9c8, \uc720\ub7fd \uc5f0\ud569 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704 \ubd84\uc11d\uc744 \ud3ec\ud568\ud55c \uacbd\uc7c1 \ud658\uacbd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. Ardea Resources, Hunan Oriental Scandium Co., Ltd., Rio Tinto, Rusal, Sumitomo Metal Mining Co., Ltd. \ub4f1 \ub2e4\uc218\uc758 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc774 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n\ubbf8\ub798\uc5d0\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(white-space) \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc218\uc694(unmet-need)\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \uc0c8\ub85c\uc6b4 \uc2dc\uc7a5 \uae30\ud68c\uac00 \ubc1c\uad74\ub420 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860:<br \/>\n\uc2a4\uce78\ub4d0\uc740 SOFC \ubc0f Al-Sc \ud569\uae08\uacfc \uac19\uc740 \ucca8\ub2e8 \uae30\uc220 \ubd84\uc57c\uc5d0\uc11c \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \uc218\ud589\ud558\uba70, \uc815\ubd80\uc758 \uc815\ucc45\uc801 \uc9c0\uc6d0\uacfc \uae30\uc220 \ud601\uc2e0\uc5d0 \ud798\uc785\uc5b4 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub2e4\ub9cc, \ub192\uc740 \ube44\uc6a9\uacfc \uacf5\uae09\ub9dd\uc758 \ucde8\uc57d\uc131 \ub4f1\uc758 \uc81c\uc57d \uc694\uc778\uc744 \uadf9\ubcf5\ud558\ub294 \uac83\uc774 \ud5a5\ud6c4 \uc2dc\uc7a5 \ubc1c\uc804\uc5d0 \uc911\uc694\ud55c \uacfc\uc81c\uac00 \ub420 \uac83\uc785\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-34382","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\/34382"}],"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=34382"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/34382\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=34382"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=34382"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=34382"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}