{"id":34436,"date":"2026-02-10T08:11:58","date_gmt":"2026-02-10T08:11:58","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/lithium-carbonate-market-mordor\/"},"modified":"2026-09-04T11:45:21","modified_gmt":"2026-09-04T02:45:21","slug":"lithium-carbonate-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/lithium-carbonate-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud0c4\uc0b0\ub9ac\ud2ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/lithium-carbonate-market-1752832711035-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\/lithium-carbonate-market-size-image-1767809702182.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 \ud604\ud669<\/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 \uae09\uc99d\ud558\ub294 EV \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc544\uc2dc\uc544\uc758 \uc720\ub9ac \ubc0f \uc138\ub77c\ubbf9 \uc0dd\uc0b0 \ub2a5\ub825 \ud22c\uc790<\/li>\n<li class=\"toc-level-3\">4.2.3 \ubc30\ud130\ub9ac \uc6d0\uc790\uc7ac \ud604\uc9c0\ud654\ub97c \uac00\uc18d\ud654\ud558\ub294 \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.4 \ub098\ud2b8\ub968-\ub9ac\ud2ac \ud558\uc774\ube0c\ub9ac\ub4dc \uace0\uc815\ud615 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \ubc30\uce58<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc9c1\uc811 \ub9ac\ud2ac \ucd94\ucd9c(DLE) \uae30\uc220\uc758 \uc0c1\uc6a9\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 \uc81c\ud55c\uc801\uc778 \uacbd\uc81c\uc131 \uc788\ub294 \ub9e4\uc7a5\ub7c9 \ubc0f \ucd94\ucd9c \uc81c\uc57d<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc7a5\uae30 \uacc4\uc57d\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uadf9\uc2ec\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc5fc\uc218 \uc9c0\uc5ed\uc5d0\uc11c\uc758 \ubb3c \uc0ac\uc6a9 \ubc0f \uc6d0\uc8fc\ubbfc \uad8c\ub9ac \ubd84\uc7c1<\/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 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\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 (\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 \uae30\uc220 \ub4f1\uae09<\/li>\n<li class=\"toc-level-3\">5.1.2 \ubc30\ud130\ub9ac \ub4f1\uae09<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc0b0\uc5c5 \ub4f1\uae09<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucd9c\ucc98\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc5fc\uc218<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc2a4\ud3ec\ub4c0\ubbfc (\uacbd\uc554)<\/li>\n<li class=\"toc-level-3\">5.2.3 \ub808\ud53c\ub3cc\ub77c\uc774\ud2b8\/\uc810\ud1a0<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc7ac\ud65c\uc6a9 \ud0c4\uc0b0\ub9ac\ud2ac<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc6a9\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc720\ub9ac \ubc0f \uc138\ub77c\ubbf9<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc81c\uc57d \ubc0f \uce58\uacfc<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc54c\ub8e8\ubbf8\ub284 \uc0dd\uc0b0<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc2dc\uba58\ud2b8 \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.3.6 \uae30\ud0c0 \uc6a9\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.2 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc0b0\uc5c5 \ubc0f \uc57c\uae08<\/li>\n<li class=\"toc-level-3\">5.4.5 \ud5ec\uc2a4\ucf00\uc5b4<\/li>\n<li class=\"toc-level-3\">5.4.6 \uac74\uc124<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/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, \uac00\uc6a9\ud55c \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \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 Albemarle Corporation<\/li>\n<li class=\"toc-level-3\">6.4.2 Jiangxi Ganfeng Lithium Industry Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.3 LevertonHELM Limited.<\/li>\n<li class=\"toc-level-3\">6.4.4 Lithium Americas Corp.<\/li>\n<li class=\"toc-level-3\">6.4.5 Lithium Argentina AG<\/li>\n<li class=\"toc-level-3\">6.4.6 Nemaska Lithium<\/li>\n<li class=\"toc-level-3\">6.4.7 Pilbara Minerals Limited<\/li>\n<li class=\"toc-level-3\">6.4.8 Rio Tinto<\/li>\n<li class=\"toc-level-3\">6.4.9 Shandong Ruifu Lithium Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 Shengxin Lithium Energy Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 SQM S.A.<\/li>\n<li class=\"toc-level-3\">6.4.12 Tianqi Lithium 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>\ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. 2020\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc5f0\uad6c \uae30\uac04\uc744 \ub2e4\ub8e8\uba70, \ub4f1\uae09(\uae30\uc220 \ub4f1\uae09, \ubc30\ud130\ub9ac \ub4f1\uae09, \uc0b0\uc5c5 \ub4f1\uae09), \uacf5\uae09\uc6d0(\uc5fc\uc218, \uc2a4\ud3ec\ub4c0\ubbfc, \ub808\ud53c\ub3cc\ub77c\uc774\ud2b8\/\uc810\ud1a0 \ub4f1), \uc751\uc6a9 \ubd84\uc57c(\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac, \uc720\ub9ac \ubc0f \uc138\ub77c\ubbf9, \uc758\uc57d\ud488 \ubc0f \uce58\uacfc \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5(\uc790\ub3d9\ucc28, \uac00\uc804\uc81c\ud488, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \ub4f1) \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>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uc2dc\uc7a5\uc740 2026\ub144\uc5d0 0.85\ucc9c LCE \ud0ac\ub85c\ud1a4 \uaddc\ubaa8\ub85c \ucd94\uc815\ub418\uba70, 2031\ub144\uc5d0\ub294 2.36\ucc9c LCE \ud0ac\ub85c\ud1a4\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 22.74%\ub77c\ub294 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc804\uae30\ucc28(EV) \ucc44\ud0dd\uc758 \uac00\uc18d\ud654, \ub300\uaddc\ubaa8 \ubc30\ud130\ub9ac \uc2dc\uc2a4\ud15c\uc758 \ud655\uc0b0, \uadf8\ub9ac\uace0 \uc9c1\uc811 \ub9ac\ud2ac \ucd94\ucd9c(DLE) \uae30\uc220\uc758 \uc0c1\uc6a9\ud654\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \ud1b5\ud569\ub41c \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc744 \uae30\ubc18\uc73c\ub85c \uc0dd\uc0b0\uc758 \uc911\uc2ec\uc9c0 \uc5ed\ud560\uc744 \ud558\uace0 \uc788\uc73c\uba70, \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c\ub294 \uc815\ucc45 \uc8fc\ub3c4\uc758 \uacf5\uae09\ub9dd \ud604\uc9c0\ud654\uac00 \ubb34\uc5ed \ud750\ub984\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac \ub4f1\uae09 \uc7ac\ub8cc\uac00 \uc5ec\uc804\ud788 \ub9e4\ucd9c\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc, \uc720\ub9ac, \uc138\ub77c\ubbf9, \uc758\uc57d\ud488 \ub4f1 \ub2e4\uc591\ud55c \uc751\uc6a9 \ubd84\uc57c\ub85c\uc758 \ud655\uc7a5\uc774 \uc2dc\uc7a5\uc758 \ud68c\ubcf5\ub825\uc744 \ub354\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacf5\uae09 \uce21\uba74\uc5d0\uc11c\ub294 \uc5fc\uc218 \uc790\uc6d0\uc774 \uc5ec\uc804\ud788 \uc6b0\uc704\ub97c \uc810\ud558\uace0 \uc788\uc73c\ub098, \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2a4\ud3ec\ub4c0\ubbfc \ud504\ub85c\uc81d\ud2b8\uc640 DLE \ud50c\ub79c\ud2b8\uac00 \uc9c0\uc5ed \uc9d1\uc911 \uc704\ud5d8\uc744 \uc644\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d:<br \/>\n*   \ub4f1\uae09\ubcc4: \ubc30\ud130\ub9ac \ub4f1\uae09 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc\uc740 2025\ub144 \ub9e4\ucd9c\uc758 75.10%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 23.95%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uacf5\uae09\uc6d0\ubcc4: \uc5fc\uc218 \ucc44\uad74\uc774 2025\ub144 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 64.30%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc2a4\ud3ec\ub4c0\ubbfc \ucd94\ucd9c\uc740 2031\ub144\uae4c\uc9c0 23.10%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc751\uc6a9 \ubd84\uc57c\ubcc4: \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\uac00 2025\ub144 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uc2dc\uc7a5 \uaddc\ubaa8\uc758 89.40%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 23.80%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4: \uc790\ub3d9\ucc28 \ubd80\ubb38\uc774 2025\ub144 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 69.85%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc740 2026-2031\ub144 \ub3d9\uc548 24.90%\ub85c \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ubb3c\ub7c9\uc758 78.40%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ubd81\ubbf8\ub294 2031\ub144\uae4c\uc9c0 27.95%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>2.1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \uc804\uae30\ucc28 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc218\uc694 \uae09\uc99d: 2024\ub144 \uc804\uccb4 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc\uc758 70.54%\uac00 \uc804\uae30\ucc28 \uc81c\uc870\uc5c5\uccb4\uc5d0 \uacf5\uae09\ub418\uc5c8\uc73c\uba70, \ud14c\uc2ac\ub77c\uc640 \uc57c\ud654(Yahua)\ub294 \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub9ac\ub4dc \uaddc\ubaa8\uc758 \ubc30\ud130\ub9ac \ubc30\uce58\ub294 \ub354\uc6b1 \ube60\ub974\uac8c \ud655\uc7a5\ub418\uace0 \uc788\uc73c\uba70, \uc911\uad6d\uc5d0\uc11c \uc0c1\uc6a9\ud654\ub41c \ub098\ud2b8\ub968-\ub9ac\ud2ac \ud558\uc774\ube0c\ub9ac\ub4dc \uc2dc\uc2a4\ud15c\uc740 \uc21c\uc218 \ub9ac\ud2ac \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\uba74\uc11c\ub3c4 \ucd1d \uc218\uc694\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \uc720\ub9ac \ubc0f \uc138\ub77c\ubbf9 \uc0dd\uc0b0 \ub2a5\ub825 \ud22c\uc790: SCHOTT\uc640 \uac19\uc740 \ud2b9\uc218 \uc720\ub9ac \uc81c\uc870\uc5c5\uccb4\ub294 \uc804\uc790\uc81c\ud488 \ubc0f \uac74\ucd95 \uc678\uc7a5\uc7ac\uc758 \uad11\ud559\uc801 \uc120\uba85\ub3c4\uc640 \uc5f4 \uc131\ub2a5 \ud5a5\uc0c1\uc744 \uc704\ud574 \ub9ac\ud2ac \ud654\ud569\ubb3c\uc744 \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc54c\ubca0\ub9c8\ub97c(Albemarle)\uc740 \uc758\uc57d\ud488 \ub4f1\uae09 \uc0dd\uc0b0\uc744 \ud655\ub300\ud558\uc5ec \uace0\uc21c\ub3c4 \ud2c8\uc0c8\uc2dc\uc7a5\uc758 \uc131\uc7a5 \uac00\ub2a5\uc131\uc744 \ubcf4\uc5ec\uc8fc\uba70, \uce58\uacfc \uc7ac\ub8cc \uc5f0\uad6c\uc5d0\uc11c\ub3c4 \ub9ac\ud2ac-\uc2e4\ub9ac\ucf00\uc774\ud2b8 \uc720\ub9ac \uc138\ub77c\ubbf9\uc758 \uc6b0\uc218\ud55c \uc0dd\uccb4 \uc801\ud569\uc131\uc774 \ud655\uc778\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud130\ub9ac \uc6d0\uc790\uc7ac \ud604\uc9c0\ud654 \uac00\uc18d\ud654\ub97c \uc704\ud55c \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c: \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 \uad6d\ub0b4 \ub9ac\ud2ac \uac00\uacf5\uc5d0 \uc720\ub9ac\ud55c \uc138\uae08 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uba70, GM\uacfc \ub9ac\ud2ac \uc544\uba54\ub9ac\uce74\uc2a4(Lithium Americas)\uc758 \ud569\uc791 \ud22c\uc790\ub294 OEM \uc8fc\ub3c4\uc758 \uc0c1\ub958 \ubd80\ubb38 \uac70\ub798\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc720\ub7fd \ub610\ud55c \ud0c4\uc18c \uad6d\uacbd\uc138 \uc900\uc218\ub97c \ubaa9\ud45c\ub85c \ud558\ub294 \uc911\uac04 \ub2e8\uacc4 \ud50c\ub79c\ud2b8 \uad6c\ucd95\uc744 \ucd94\uc9c4\ud558\uba70, \uc774\ub7ec\ud55c \ud604\uc9c0\ud654 \ud504\ub9ac\ubbf8\uc5c4\uc740 \uace0\ube44\uc6a9 DLE \ud504\ub85c\uc81d\ud2b8 \ubc0f \uacbd\uc554 \uad11\uc0b0\uc758 \uc131\uc7a5\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<br \/>\n*   \ub098\ud2b8\ub968-\ub9ac\ud2ac \ud558\uc774\ube0c\ub9ac\ub4dc \uace0\uc815\ud615 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc758 \ubc30\uce58: \uc911\uad6d\uc758 \uccab \ub300\uaddc\ubaa8 \ub098\ud2b8\ub968-\ub9ac\ud2ac \ud558\uc774\ube0c\ub9ac\ub4dc \uadf8\ub9ac\ub4dc \uc2dc\uc124\uc740 \uc7ac\ub8cc \ube44\uc6a9\uc744 \uc808\uac10\ud558\uba74\uc11c\ub3c4 \uc804\ub825 \uc131\ub2a5\uc744 \uc720\uc9c0\ud558\ub294 \uc774\uc911 \ud654\ud559 \uad6c\uc870\uc758 \uc720\ud6a8\uc131\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uc218\uc694\uac00 \uc21c\uc218 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ubcf4\ub2e4\ub294 \uc2dc\uc2a4\ud15c \uc218\uc900\uc758 \uc131\ub2a5 \uc9c0\ud45c\uc640 \uc5f0\uad00\ub418\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<br \/>\n*   \uc9c1\uc811 \ub9ac\ud2ac \ucd94\ucd9c(DLE) \uae30\uc220\uc758 \uc0c1\uc6a9\ud654: DLE \uae30\uc220\uc740 \ub9ac\ud2ac \ucd94\ucd9c\uc758 \ud6a8\uc728\uc131\uc744 \ub192\uc774\uace0 \ud658\uacbd \uc601\ud5a5\uc744 \uc904\uc5ec, \uc0c8\ub85c\uc6b4 \uacf5\uae09\uc6d0\uc744 \uac1c\ubc1c\ud558\uace0 \uc9c0\uc5ed \uc9d1\uc911 \uc704\ud5d8\uc744 \uc644\ud654\ud558\ub294 \ub370 \uae30\uc5ec\ud558\uba70 \uc2dc\uc7a5 \ud655\uc7a5\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4.<\/p>\n<p>2.2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \uacbd\uc81c\uc801\uc73c\ub85c \uc2e4\ud589 \uac00\ub2a5\ud55c \ub9e4\uc7a5\ub7c9 \ubc0f \ucd94\ucd9c \uc81c\uc57d: \uce60\ub808 \uc544\ud0c0\uce74\ub9c8\uc640 \uc544\ub974\ud5e8\ud2f0\ub098\uc758 \ub9ac\ud2ac \uc0bc\uac01\uc9c0\ub300\ub294 \uace0\ud488\uc704 \uc5fc\uc218\ub97c \ubcf4\uc720\ud558\uace0 \uc788\uc9c0\ub9cc, \ubb3c \uad8c\ub9ac \uc18c\uc1a1 \ubc0f \uc9c0\uc5ed \uc0ac\ud68c\uc758 \ubc18\ubc1c\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc554 \uc2a4\ud3ec\ub4c0\ubbfc\uc740 \uc9c0\ub9ac\uc801 \ub2e4\uc591\uc131\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc, \uc5d0\ub108\uc9c0 \uad00\ub828 \uac00\uacf5 \ube44\uc6a9\uc774 \ub192\uc544 \uac00\uaca9\uc774 \ub192\uc744 \ub54c\ub9cc \uacbd\uc81c\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uadf9\uc2ec\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc131\uc774 \uc7a5\uae30 \uacc4\uc57d\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5: \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \ud604\ubb3c \uac00\uaca9\uc758 300%\ub97c \ucd08\uacfc\ud558\ub294 \ubcc0\ub3d9\uc131\uc740 \ud504\ub85c\uc81d\ud2b8 \uc790\uae08 \uc870\ub2ec\uc744 \ubd88\uc548\uc815\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. OEM\uc740 \uc7a5\uae30 \uacc4\uc57d \uccb4\uacb0\uc744 \uaebc\ub824 \uacf5\uae09 \ubd80\uc871 \uc704\ud5d8\uc744 \uac10\uc218\ud558\uace0, \uad11\uc0b0\uc5c5\uccb4\ub294 \ud655\uc2e4\ud55c \uc218\uc775 \uc5c6\uc774\ub294 \uc790\ubcf8 \uc9d1\uc57d\uc801\uc778 \ud655\uc7a5\uc744 \uc8fc\uc800\ud569\ub2c8\ub2e4.<br \/>\n*   \uc5fc\uc218 \ucc44\uad74 \ud604\uc7a5\uc5d0\uc11c\uc758 \ubb3c \uc0ac\uc6a9 \ubc0f \uc6d0\uc8fc\ubbfc \uad8c\ub9ac \ubd84\uc7c1: \ub0a8\ubbf8 \uc9c0\uc5ed\uc758 \uc5fc\uc218 \ucc44\uad74 \ud604\uc7a5\uc5d0\uc11c\ub294 \ubb3c \uc0ac\uc6a9\ub7c9\uacfc \uc6d0\uc8fc\ubbfc \uad8c\ub9ac \uce68\ud574\uc5d0 \ub300\ud55c \ub17c\ub780\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc0dd\uc0b0\ub7c9\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>3.1. \ub4f1\uae09\ubcc4 \ubd84\uc11d: \ubc30\ud130\ub9ac \ub4f1\uae09\uc758 \uc9c0\ubc30\ub825<br \/>\n2025\ub144 \uc804\uccb4 \uc18c\ube44\ub7c9\uc758 75.10%\ub97c \ucc28\uc9c0\ud55c \ubc30\ud130\ub9ac \ub4f1\uae09\uc740 EV \ubc0f \uadf8\ub9ac\ub4dc \uc800\uc7a5 \uc81c\uc870\uc5c5\uccb4\uac00 \uc694\uad6c\ud558\ub294 \uc591\uadf9\uc7ac \ud488\uc9c8 \uae30\uc900\uc5d0 \ubd80\ud569\ud558\uba70, 2031\ub144\uae4c\uc9c0 23.95%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d \ubc0f \ubd81\ubbf8\uc758 \uc2e0\ud765 \ud5c8\ube0c\uc5d0 \uc704\uce58\ud55c \uc804\ud658 \uacf5\uc7a5\uc758 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub294 \ube44\uc6a9 \uacbd\uc7c1\ub825\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4. \uae30\uc220 \ub4f1\uae09 \uc7ac\ub8cc\ub294 \uc21c\ub3c4 \ud5c8\uc6a9 \ubc94\uc704\uac00 \ub113\uc740 \uc720\ub9ac \ubc0f \uc138\ub77c\ubbf9 \uc0b0\uc5c5\uc5d0 \uc0ac\uc6a9\ub418\uba70, \uc0b0\uc5c5 \ub4f1\uae09\uc740 \uc54c\ub8e8\ubbf8\ub284 \ud50c\ub7ed\uc2f1 \ubc0f \uc2dc\uba58\ud2b8 \ucca8\uac00\uc81c\uc640 \uac19\uc740 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \uc758\uc57d\ud488 \ub4f1\uae09 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc\uc740 \uc815\uc2e0 \uac74\uac15 \uce58\ub8cc\uc81c \ubc0f \uc54c\uce20\ud558\uc774\uba38 \uc5f0\uad6c\uc5d0 \uc0ac\uc6a9\ub418\uba70 \ub192\uc740 \ub9c8\uc9c4\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>3.2. \uacf5\uae09\uc6d0\ubcc4 \ubd84\uc11d: \uc5fc\uc218 \uc6b0\uc704 \uc18d \uc2a4\ud3ec\ub4c0\ubbfc \uc131\uc7a5<br \/>\n2025\ub144 \ubb3c\ub7c9\uc758 64.30%\ub97c \ucc28\uc9c0\ud55c \uc5fc\uc218 \ucc44\uad74\uc740 \ub192\uc740 \ub9ac\ud2ac \ub18d\ub3c4\uc640 \ud0dc\uc591 \uc99d\ubc1c \uacbd\uc81c\uc131\uc744 \ud65c\uc6a9\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc2a4\ud3ec\ub4c0\ubbfc \ucd94\ucd9c\uc774 2031\ub144\uae4c\uc9c0 23.10%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uba74\uc11c \uc5fc\uc218\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \uc810\ucc28 \uac10\uc18c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc11c\ud638\uc8fc\uc758 \uadf8\ub9b0\ubd80\uc26c(Greenbushes)\uc640 \uce90\ub098\ub2e4 \ud018\ubca1 \uc9c0\uc5ed\uc758 \uacbd\uc554 \uad11\uc0b0\uc740 \uc9c0\ub9ac\uc801 \ub2e4\uc591\uc131\uacfc \ube60\ub978 \uc0dd\uc0b0\ub7c9 \uc99d\ub300\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. DLE \uae30\uc220\uc740 \uc5fc\uc218 \uc790\uc0b0\uc5d0 \uc801\uc6a9\ub418\uc5b4 \uc0dd\uc0b0 \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uace0 \ubb3c \uc0ac\uc6a9\ub7c9\uc744 \uc904\uc5ec \ube44\uc6a9 \uace1\uc120\uc744 \ubcc0\ud654\uc2dc\ud0b5\ub2c8\ub2e4. \uc7ac\ud65c\uc6a9 \ubc30\ud130\ub9ac \uc6d0\ub8cc\ub294 \ucd08\uae30 \ub2e8\uacc4\uc774\uc9c0\ub9cc, \ud0c4\uc18c \ubc1c\uc790\uad6d\uc744 \uc904\uc774\uace0 \uc218\uc785 \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\ub294 \ub370 \uc804\ub7b5\uc801\uc73c\ub85c \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n<p>3.3. \uc751\uc6a9 \ubd84\uc57c\ubcc4 \ubd84\uc11d: \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \uc9c0\ubc30\ub825\uacfc \ub2e4\uac01\ud654<br \/>\n\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\ub294 2025\ub144 \uc2dc\uc7a5 \ubb3c\ub7c9\uc758 89.40%\ub97c \uc18c\ube44\ud588\uc73c\uba70, \uc804\uae30\ucc28 \ud310\ub9e4 \ubaa9\ud45c \ubc0f \ubc31\uc5c5 \uc804\ub825 \uc758\ubb34\ud654\uc5d0 \ub530\ub77c 23.80%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc720\ub9ac \ubc0f \uc138\ub77c\ubbf9 \uc751\uc6a9 \ubd84\uc57c\ub294 \ub514\uc2a4\ud50c\ub808\uc774, \uc2a4\ub9c8\ud2b8\ud3f0, \uac74\ucd95 \uc678\uc7a5\uc7ac \uc0b0\uc5c5\uc5d0\uc11c \ub9ac\ud2ac \ubcc0\ud615 \uc81c\ud615\uc744 \ud1b5\ud569\ud558\uba74\uc11c \uc911\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc758\uc57d\ud488 \ubc0f \uce58\uacfc \uc6a9\ub3c4\ub294 \ub9ac\ud2ac-\uc2e4\ub9ac\ucf00\uc774\ud2b8 \uc720\ub9ac \uc138\ub77c\ubbf9\uc758 \uc6b0\uc218\ud55c \uc0dd\uccb4 \uc801\ud569\uc131 \ub370\uc774\ud130\uc758 \uc774\uc810\uc744 \uc5bb\uc2b5\ub2c8\ub2e4. \uc54c\ub8e8\ubbf8\ub284 \uc804\ud574 \uacf5\uc815\uc5d0\uc11c\ub294 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc\uc774 \ud3d0\uae30\ubb3c \uc7a5\ubcbd \uc7ac\ub8cc\ub97c \uc7ac\ud65c\uc6a9\ud558\ub294 \ud50c\ub7ed\uc2a4\ub85c \uc7ac\uc870\uba85\ub418\uba70, \uc2dc\uba58\ud2b8 R&#038;D\uc5d0\uc11c\ub294 \ub9ac\ud2ac \ucca8\uac00\uc81c\uac00 \uc555\ucd95 \uac15\ub3c4\ub97c \ud5a5\uc0c1\uc2dc\ud0a4\uace0 CO\u2082 \ubc30\ucd9c\ub7c9\uc744 \uc904\uc774\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ube44\ubc30\ud130\ub9ac \uc751\uc6a9 \ubd84\uc57c\ub294 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uce68\uccb4 \uc2dc \uc218\uc694 \uc644\ucda9 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n<p>3.4. \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4 \ubd84\uc11d: \uc790\ub3d9\ucc28\uc758 \ub9ac\ub354\uc2ed\uacfc \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc758 \uac00\uc18d\ud654<br \/>\n\uc804\uae30\ucc28\ub294 2025\ub144 69.85%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc2b5\ub2c8\ub2e4. \uace0\uc815\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc740 \ud558\uc774\ube0c\ub9ac\ub4dc \ub098\ud2b8\ub968-\ub9ac\ud2ac \ubc30\uce58\uc5d0 \ud798\uc785\uc5b4 24.90%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uac00\uc804\uc81c\ud488\uc740 \uae30\ubcf8 \ubb3c\ub7c9\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc, \uae30\uae30 \uad50\uccb4 \uc8fc\uae30\uac00 \uae38\uc5b4 \ub2e8\uc704 \uc131\uc7a5\uc740 \uc644\ub9cc\ud569\ub2c8\ub2e4. \uc0b0\uc5c5 \uc57c\uae08\uc740 \uace0\uc628 \ud658\uacbd\uc6a9 \ud2b9\uc218 \ud569\uae08 \ubc0f \uc138\ub77c\ubbf9\uc5d0 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc\uc744 \uc0ac\uc6a9\ud558\uba70, \ud5ec\uc2a4\ucf00\uc5b4 \uc751\uc6a9 \ubd84\uc57c\ub294 \uc591\uadf9\uc131 \uc7a5\uc560 \uce58\ub8cc \ubc0f \uce58\uacfc \uc81c\ud488\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ub9ac\ud2ac \uac15\ud654 \uc2dc\uba58\ud2b8\uac00 \uac74\ucd95 \ubc95\uaddc \uc2b9\uc778\uc744 \uc5bb\uc73c\uba74 \uac74\uc124 \ubd80\ubb38\ub3c4 \uc7a0\uc7ac\uc801\uc778 \uc218\uc694\ucc98\ub85c \ubd80\uc0c1\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ubb3c\ub7c9 \uc810\uc720\uc728 78.40%\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc5fc\uc218 \uc804\ud658\ubd80\ud130 \ubc30\ud130\ub9ac \uc870\ub9bd\uae4c\uc9c0 \uc218\uc9c1 \ud1b5\ud569\ub41c \uc0dd\ud0dc\uacc4\ub294 \ub0ae\uc740 \uc804\ud658 \ube44\uc6a9\uc744 \uc720\uc9c0\ud558\uba70, \uc2e0\uc7a5 \ube44\ucca0\uae08\uc18d(Xinjiang Nonferrous)\uc758 30,000\ud1a4 \uc99d\uc124\uacfc \uac19\uc740 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc740 \uad6d\ub0b4 EV \uc81c\uc870\uc5c5\uccb4\uc640 \uc218\ucd9c\uc6a9 \ubc30\ud130\ub9ac \ud329\uc758 \uc218\uc694\ub97c \ud65c\uc6a9\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \ucd08\uace0\uc21c\ub3c4 \ud0c4\uc0b0\uc5fc\uc744 \uc694\uad6c\ud558\ub294 \uace0\ub2c8\ucf08 \ud654\ud559\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 27.95%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c\ub97c \ud3ec\ud568\ud55c \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c\ub294 \uc218\uc785\ud488\uacfc\uc758 \ucc29\ub959 \ube44\uc6a9 \uaca9\ucc28\ub97c \uc904\uc785\ub2c8\ub2e4. \ub9ac\ud2ac \uc544\uba54\ub9ac\uce74\uc2a4(Lithium Americas)\uc758 \ud0dc\ucee4 \ud328\uc2a4(Thacker Pass) \ubc0f \ud53c\ub4dc\ubaac\ud2b8(Piedmont)\uc758 \ud14c\ub124\uc2dc \uc804\ud658 \uc2dc\uc124\uacfc \uac19\uc740 \ud504\ub85c\uc81d\ud2b8\ub294 \uad6d\ub0b4 OEM\uc758 \uc218\uc694\uc5d0 \ub9de\ucdb0 \ud1b5\ud569\ub41c \uc6b4\uc601\uc758 \uc0c8\ub85c\uc6b4 \ubb3c\uacb0\uc744 \ub300\ud45c\ud569\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8: \uc138\uacc4\uc801 \uc218\uc900\uc758 \uc5fc\uc218 \ub9e4\uc7a5\ub7c9\uc744 \ud65c\uc6a9\ud569\ub2c8\ub2e4. \uce60\ub808\ub294 \ub354 \ub9ce\uc740 \uac00\uce58\ub97c \ud655\ubcf4\ud558\uae30 \uc704\ud574 \ub85c\uc5f4\ud2f0 \uc81c\ub3c4\ub97c \uc7ac\uc870\uc815\ud558\uace0 \uc788\uc73c\uba70, \uc544\ub974\ud5e8\ud2f0\ub098\ub294 2024\ub144 \ub450 \uac1c\uc758 \uc0c8\ub85c\uc6b4 \uc0b4\ub77c\ub974(salar) \ud504\ub85c\uc81d\ud2b8\uac00 \uba85\ud310 \uc6a9\ub7c9\uc5d0 \ub3c4\ub2ec\ud558\uba74\uc11c \uc0dd\uc0b0\ub7c9\uc774 \uae09\uc99d\ud588\uc2b5\ub2c8\ub2e4. \ube0c\ub77c\uc9c8\uc758 \uacbd\uc554 \uc790\uc0b0\uc740 \uc9c0\uc5ed \ub0b4 \ub2e4\uc591\ud654\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \uc804\uccb4 \ubb3c\ub7c9\uc740 \uc801\uc9c0\ub9cc, \ubc30\ud130\ub9ac \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \ud655\uc0b0\uacfc \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubaa9\ud45c \uac15\ud654\uc5d0 \ub530\ub77c \uad6c\ub9e4\ub825\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uc2dc\uc7a5\uc740 \uace0\ub3c4\ub85c \ud1b5\ud569\ub41c \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. \uc54c\ubca0\ub9c8\ub97c(Albemarle), SQM, \uac04\ud391 \ub9ac\ud2ac(Ganfeng Lithium), \ub9ac\uc624 \ud2f4\ud1a0(Rio Tinto), \ud188\uce58 \ub9ac\ud2ac(Tianqi Lithium)\uc774 \uc2dc\uc7a5 \ub9ac\ub354\uc2ed\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144 \uc62c\ucf10(Allkem)\uacfc \ub9ac\ubca4\ud2b8(Livent)\uc758 \ud569\ubcd1\uc73c\ub85c \uc544\uce74\ub514\uc6c0 \ub9ac\ud2ac(Arcadium Lithium)\uc774 \ud0c4\uc0dd\ud558\uc5ec \uc5fc\uc218 \ubc0f \uacbd\uc554 \ubd80\ubb38 \ubaa8\ub450\uc5d0\uc11c \uaddc\ubaa8\ub97c \ud655\ub300\ud558\uba70 \uacbd\uc7c1\uc744 \uc2ec\ud654\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ub9ac\uc624 \ud2f4\ud1a0\uc758 25\uc5b5 \ub2ec\ub7ec \ud22c\uc790 \uc57d\uc18d\uc740 \ub2e4\uac01\ud654\ub41c \uad11\uc0b0\uc5c5\uccb4\ub4e4\uc758 \ubc30\ud130\ub9ac \uc7ac\ub8cc\uc5d0 \ub300\ud55c \uc0c8\ub85c\uc6b4 \uad00\uc2ec\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ud074\ub9b0\ud14c\ud06c \ub9ac\ud2ac(CleanTech Lithium)\uacfc \uac19\uc740 \uae30\uc220 \uc9c0\ud5a5\uc801 \uc2e0\uaddc \uc9c4\uc785\uc790\ub4e4\uc740 DLE \ub178\ud558\uc6b0\ub97c \ud65c\uc6a9\ud558\uc5ec \uae30\uc874 \uacf5\uae09\ub9dd\uc5d0 \uce68\ud22c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\ub9ac\uc801 \ub2e4\uac01\ud654 \uc804\ub7b5\uc740 \uc815\uce58\uc801 \uc704\ud5d8\uc744 \uc644\ud654\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, \ub0a8\ubbf8, \ud638\uc8fc, \ubd81\ubbf8 \uc804\uc5ed\uc5d0 \uc790\uc0b0\uc744 \ubcf4\uc720\ud55c \uc0dd\uc0b0\uc790\ub4e4\uc740 \uc9c0\uc5ed \ud504\ub9ac\ubbf8\uc5c4\uc744 \ud65c\uc6a9\ud558\uae30 \uc704\ud574 \ubb3c\ub7c9\uc744 \uc870\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\ud65c\uc6a9 \uc804\ubb38 \uae30\uc5c5\ub4e4\uc740 \uc218\uba85\uc774 \ub2e4\ud55c EV \ubc30\ud130\ub9ac\ub97c \ub300\uc0c1\uc73c\ub85c \ud3d0\uc1c4 \ub8e8\ud504 \uc591\uadf9\uc7ac \uacf5\uae09\uc744 \ubaa9\ud45c\ub85c \uc2dc\uc7a5\uc5d0 \uc9c4\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc758\uc57d\ud488 \ub4f1\uae09 \ud0c4\uc0b0\uc5fc \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 \uc21c\ub3c4 \ud504\ub9ac\ubbf8\uc5c4\uc774 \ubc30\ud130\ub9ac \ub4f1\uae09 \uac00\uaca9\uc744 40% \ucd08\uacfc\ud560 \uc218 \uc788\ub294 \ud2c8\uc0c8\uc2dc\uc7a5\uc774 \uc874\uc7ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<br \/>\n*   2024\ub144 1\uc6d4: \uc62c\ucf10(Allkem)\uacfc \ub9ac\ubca4\ud2b8(Livent)\uac00 \uc8fc\uc2dd \uad50\ud658\uc744 \ud1b5\ud574 \uc131\uacf5\uc801\uc73c\ub85c \ud569\ubcd1\ud558\uc5ec \uc544\uce74\ub514\uc6c0 \ub9ac\ud2ac(Arcadium Lithium)\uc774\ub77c\ub294 \uc0c8\ub85c\uc6b4 \ubc95\uc778\uc744 \uc124\ub9bd\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uc2dc\uc7a5\uc758 \uacbd\uc7c1\uc744 \uac15\ud654\ud558\uace0 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   2023\ub144 5\uc6d4: SQM SA\uc640 \ud3ec\ub4dc \uc790\ub3d9\ucc28(Ford Motor Company)\ub294 \uace0\ud488\uc9c8 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uacf5\uae09 \ud655\ubcf4\ub97c \uc704\ud55c \uc7a5\uae30 \uc804\ub7b5\uc801 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud30c\ud2b8\ub108\uc2ed\uc740 \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uace0 \ubc30\ud130\ub9ac \uae30\uc220 \ud601\uc2e0\uc744 \uc721\uc131\ud568\uc73c\ub85c\uc368 \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uc2dc\uc7a5\uc744 \uac15\ud654\ud560 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub9ac\ud2ac \uce74\ubcf4\ub124\uc774\ud2b8(Li2CO3) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub9ac\ud2ac \uce74\ubcf4\ub124\uc774\ud2b8\ub294 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac(LFP)\uc758 \uc591\uadf9 \ubc0f \uc804\ud574\uc9c8 \uc804\uad6c\uccb4 \ubb3c\uc9c8\ub85c \uc0ac\uc6a9\ub418\uba70, \ud734\ub300\uc6a9 \uc804\uc790\uae30\uae30 \ubc0f \uc804\uae30\ucc28(EV)\uc5d0 \uad11\ubc94\uc704\ud558\uac8c \uc801\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\uae00\ub85c\ubc8c \ub9ac\ud2ac \uce74\ubcf4\ub124\uc774\ud2b8 \uc2dc\uc7a5\uc740 2026\ub144 0.85\ucc9c LCE \ud0ac\ub85c\ud1a4\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 2.36\ucc9c LCE \ud0ac\ub85c\ud1a4\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ubd81\ubbf8 \uc9c0\uc5ed\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 27.95%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc815\ucc45 \uc8fc\ub3c4\uc758 \uacf5\uae09\ub9dd \ud604\uc9c0\ud654 \ub178\ub825\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. 2025\ub144 \uae30\uc900, \ubc30\ud130\ub9ac \ub4f1\uae09 \ub9ac\ud2ac \uce74\ubcf4\ub124\uc774\ud2b8\uac00 \uc804 \uc138\uacc4 \uc18c\ube44\ub7c9\uc758 75.10%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc5d0\uc11c \uc9c0\ubc30\uc801\uc778 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \uc804\uae30\ucc28 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc218\uc694\uc758 \uae09\uc99d, \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \uc720\ub9ac \ubc0f \uc138\ub77c\ubbf9 \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \ub300\ud55c \ud22c\uc790 \uc99d\uac00, \ubc30\ud130\ub9ac \uc6d0\uc790\uc7ac \ud604\uc9c0\ud654\ub97c \uac00\uc18d\ud654\ud558\ub294 \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c, \ub098\ud2b8\ub968-\ub9ac\ud2ac \ud558\uc774\ube0c\ub9ac\ub4dc \uace0\uc815\ud615 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc758 \ubc30\uce58 \ud655\ub300 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc9c1\uc811 \ub9ac\ud2ac \ucd94\ucd9c(DLE) \uae30\uc220\uc758 \uc0c1\uc5c5\ud654\ub294 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. DLE \uae30\uc220\uc740 \uc5d0\ub77c\uba54\ud2b8(Eramet)\uc758 \uc544\ub974\ud5e8\ud2f0\ub098 \uacf5\uc7a5 \uc0ac\ub840\ucc98\ub7fc \uc2dc\uc791 \uc2dc\uac04\uc744 \uc218\ub144\uc5d0\uc11c \uc218\uac1c\uc6d4\ub85c \ub2e8\ucd95\ud558\uace0 \ubb3c \uc0ac\uc6a9\ub7c9\uc744 \ucd5c\ub300 90%\uae4c\uc9c0 \uc904\uc5ec, \uc811\uadfc \uac00\ub2a5\ud55c \uc790\uc6d0\uc758 \ubc94\uc704\ub97c \ub113\ud788\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uacbd\uc81c\uc801\uc73c\ub85c \ucc44\uc0b0\uc131 \uc788\ub294 \ub9e4\uc7a5\ub7c9\uc758 \uc81c\ud55c\uacfc \ucd94\ucd9c \uacfc\uc815\uc758 \uc81c\uc57d, \uc7a5\uae30 \uacc4\uc57d\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uadf9\uc2ec\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc131, \uadf8\ub9ac\uace0 \uc5fc\uc218(brine) \ucc44\uad74 \ud604\uc7a5\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \ubb3c \uc0ac\uc6a9 \ubc0f \uc6d0\uc8fc\ubbfc \uad8c\ub9ac \uac08\ub4f1 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub9ac\ud2ac \uce74\ubcf4\ub124\uc774\ud2b8 \uc2dc\uc7a5\uc744 \ub2e4\uc591\ud55c \uae30\uc900\uc73c\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<br \/>\n*   \ub4f1\uae09\ubcc4: \uae30\uc220 \ub4f1\uae09, \ubc30\ud130\ub9ac \ub4f1\uae09, \uc0b0\uc5c5 \ub4f1\uae09.<br \/>\n*   \uc6d0\ucc9c\ubcc4: \uc5fc\uc218(Brine), \uc2a4\ud3ec\ub4c0\ubbfc(\uacbd\uc554), \ub808\ud53c\ub3cc\ub77c\uc774\ud2b8\/\uc810\ud1a0, \uc7ac\ud65c\uc6a9 \ub9ac\ud2ac \uce74\ubcf4\ub124\uc774\ud2b8.<br \/>\n*   \uc801\uc6a9 \ubd84\uc57c\ubcc4: \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac, \uc720\ub9ac \ubc0f \uc138\ub77c\ubbf9, \uc81c\uc57d \ubc0f \uce58\uacfc, \uc54c\ub8e8\ubbf8\ub284 \uc0dd\uc0b0, \uc2dc\uba58\ud2b8 \uc0b0\uc5c5, \uae30\ud0c0 \uc751\uc6a9 \ubd84\uc57c(\uacf5\uc870 \ubc0f \ucc98\ub9ac, \uc724\ud65c \uadf8\ub9ac\uc2a4, \uc57c\uae08 \uc0b0\uc5c5 \ub4f1).<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4: \uc790\ub3d9\ucc28, \uac00\uc804\uc81c\ud488, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c, \uc0b0\uc5c5 \ubc0f \uc57c\uae08, \ud5ec\uc2a4\ucf00\uc5b4, \uac74\uc124.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(\uc911\uad6d, \uc77c\ubcf8, \uc778\ub3c4, \ud55c\uad6d \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 \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, \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8, \ub0a8\uc544\ud504\ub9ac\uce74 \ub4f1)\uc758 15\uac1c \uc8fc\uc694 \uad6d\uac00\ub97c \ud3ec\ud568\ud569\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 \ud1b5\ud574 \uacbd\uc7c1 \ud658\uacbd\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4. Albemarle Corporation, Jiangxi Ganfeng Lithium Industry Group Co., Ltd., SQM S.A., Tianqi Lithium Co., Ltd. \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud558\uc5ec \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900\uc758 \uac1c\uc694, \ud575\uc2ec \uc0ac\uc5c5 \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5\uc801 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ub4f1\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub610\ud55c, \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(white-space) \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694(unmet-need) \ud3c9\uac00\ub97c \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\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-34436","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\/34436"}],"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=34436"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/34436\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=34436"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=34436"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=34436"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}