{"id":35533,"date":"2026-02-10T19:31:12","date_gmt":"2026-02-10T19:31:12","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/fluorspar-market-mordor\/"},"modified":"2026-04-03T17:40:08","modified_gmt":"2026-04-03T08:40:08","slug":"fluorspar-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/fluorspar-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud615\uc11d \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\/fluorspar-market-1756382593918-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\/fluorspar-market-size-image-1767015292732.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 \ubd88\uc18c\ud654\ud559\uc81c\ud488 \uc218\uc694 \uae09\uc99d (\uc800GWP \ub0c9\ub9e4 \ubc0f \ubd88\uc18c\uc218\uc9c0)<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc544\uc2dc\uc544 \ubc0f MENA \uc9c0\uc5ed\uc758 \ucca0\uac15 \ubc0f \uc54c\ub8e8\ubbf8\ub284 \uc0dd\uc0b0\ub7c9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \ub9ac\ud2ac\uc774\uc628 \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \ubc30\ud130\ub9ac \ub4f1\uae09 \ubd88\ud654\uc54c\ub8e8\ubbf8\ub284 \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.4 \ubc18\ub3c4\uccb4 \uc2dd\uac01 \uac00\uc2a4\uc5d0 \ucd08\uace0\uc21c\ub3c4 \uc560\uc2dc\ub4dc\uc2a4\ud30c \ud544\uc694 (\uacfc\uc18c \ubcf4\uace0\ub428)<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc11c\ubc29\uc758 \u201c\ud575\uc2ec \uad11\ubb3c\u201d \uad6d\ub0b4 \uc0dd\uc0b0 \uc7a5\ub824\ucc45 (\uacfc\uc18c \ubcf4\uace0\ub428)<\/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 \uad11\uc5c5\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \ud658\uacbd \ubc0f \uad11\ubbf8 \uaddc\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc911\uad6d \uc218\ucd9c \ucffc\ud130 \ubcc0\ub3d9\uc131 \ubc0f \uc6b4\uc1a1 \ubcd1\ubaa9 \ud604\uc0c1 (\uacfc\uc18c \ubcf4\uace0\ub428)<\/li>\n<li class=\"toc-level-3\">4.3.3 \ud50c\ub8e8\uc624\ub85c\uaddc\uc0b0 \uc720\ub798 HF\ub85c\uc758 \ub300\uccb4 (\uacfc\uc18c \ubcf4\uace0\ub428)<\/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 \uc81c\ud488\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 \uc0b0\uc131 \ub4f1\uae09<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc138\ub77c\ubbf9 \ub4f1\uae09<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc57c\uae08 \ub4f1\uae09<\/li>\n<li class=\"toc-level-3\">5.1.4 \uad11\ud559 \ub4f1\uae09<\/li>\n<li class=\"toc-level-3\">5.1.5 \ubcf4\uc11d \uc138\uacf5 \ub4f1\uae09<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ud488\uc885\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc548\ud1a0\uc870\ub098\uc774\ud2b8<\/li>\n<li class=\"toc-level-3\">5.2.2 \ube14\ub8e8 \uc874<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud074\ub85c\ub85c\ud310<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc774\ud2b8\ub85c\uc138\ub77c\uc774\ud2b8<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc774\ud2b8\ub85c\ud50c\ub8e8\uc624\ub77c\uc774\ud2b8<\/li>\n<li class=\"toc-level-3\">5.2.6 \uae30\ud0c0 \ud488\uc885<\/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 \uc57c\uae08<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc138\ub77c\ubbf9<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud654\ud559<\/li>\n<li class=\"toc-level-3\">5.3.4 \uae30\ud0c0 \uc751\uc6a9 \ubd84\uc57c (\uad11\ud559, \uc720\ub9ac, \uc2dc\uba58\ud2b8 \ubc0f \ucf54\ud305)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.5 \ub9d0\ub808\uc774\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.1.6 \ud0dc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.7 \uc778\ub3c4\ub124\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.1.8 \ubca0\ud2b8\ub0a8<\/li>\n<li class=\"toc-level-4\">5.4.1.9 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.4.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.3.7 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.4.3.8 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.9 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \ucf5c\ub86c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.4.4 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \uce74\ud0c0\ub974<\/li>\n<li class=\"toc-level-4\">5.4.5.4 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.5 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.6 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.5.7 \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, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 ARES Strategic Mining Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Chifeng Sky-Horse Fluorspar Mining Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.3 China Kings Resources Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 Erdenes Critical Minerals SOE<\/li>\n<li class=\"toc-level-3\">6.4.5 Fluorsid<\/li>\n<li class=\"toc-level-3\">6.4.6 Kenya Fluorspar Company Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 Luoyang Fengrui Fluorine Industry Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 Masan High-Tech Materials Corporation<\/li>\n<li class=\"toc-level-3\">6.4.9 MINERSA GROUP<\/li>\n<li class=\"toc-level-3\">6.4.10 Orbia<\/li>\n<li class=\"toc-level-3\">6.4.11 Sallies Industrial Minerals<\/li>\n<li class=\"toc-level-3\">6.4.12 SepFluor<\/li>\n<li class=\"toc-level-3\">6.4.13 Sinochem Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Steyuan Mineral Resources Group Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Yingpeng Chemical 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>\ud615\uc11d \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\ud615\uc11d(Fluorspar) \uc2dc\uc7a5\uc740 2025\ub144 801\ub9cc \ud1a4\uc5d0\uc11c 2026\ub144 823\ub9cc \ud1a4\uc73c\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2031\ub144\uc5d0\ub294 944\ub9cc \ud1a4\uc5d0 \ub3c4\ub2ec\ud558\uc5ec 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 2.77%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uafb8\uc900\ud55c \ubb3c\ub7c9 \uc99d\uac00\ub294 \ubd88\ud654\uc218\uc18c\uc0b0(Hydrofluoric Acid) \uc0dd\uc0b0, \ucca0\uac15 \ubc0f \uc54c\ub8e8\ubbf8\ub284 \uc57c\uae08, \ubd88\uc18c\uc218\uc9c0(Fluoropolymer) \uc81c\uc870 \ub4f1 \uae30\uc874 \uc0b0\uc5c5\uc5d0\uc11c\uc758 \ud655\uace0\ud55c \uc218\uc694\uc640 \ub354\ubd88\uc5b4 \ubc30\ud130\ub9ac, \ubc18\ub3c4\uccb4, \ub0c9\ub9e4 \uacf5\uae09\ub9dd\uc5d0\uc11c \uc0c8\ub86d\uac8c \ubd80\uc0c1\ud558\ub294 \uc218\uc694\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc804 \uc138\uacc4 \ucc44\uad74 \uc0dd\uc0b0\ub7c9\uc758 60% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\ub294 \ud575\uc2ec \uacf5\uae09\uad6d\uc774\uba70, \uc911\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c \uc815\ucc45\uc740 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ub4e4\ub85c \ud558\uc5ec\uae08 \uacf5\uae09\uc6d0 \ub2e4\ubcc0\ud654, \ube44\ucd95\ub7c9 \ud655\ubcf4, \uc7a5\uae30 \uad6c\ub9e4 \uacc4\uc57d \uccb4\uacb0 \ub4f1\uc744 \ubaa8\uc0c9\ud558\uac8c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc774\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \ud1b5\uacc4 (2025\ub144 \uae30\uc900)<\/p>\n<p>*   \ub4f1\uae09\ubcc4: \uc0b0\uc131 \ub4f1\uae09(Acid Grade)\uc774 61.36%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ubcf4\uc11d \ub4f1\uae09(Lapidary Grade)\uc740 2031\ub144\uae4c\uc9c0 4.23%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc885\ub958\ubcc4: \uc548\ud1a0\uc870\ub098\uc774\ud2b8(Antozonite)\uac00 27.05%\uc758 \ubb3c\ub7c9\uc744 \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub838\uc2b5\ub2c8\ub2e4. \uc774\ud2b8\ub85c\uc138\ub77c\uc774\ud2b8(Yttrocerite)\ub294 2031\ub144\uae4c\uc9c0 2.89%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6a9\ub3c4\ubcc4: \ud654\ud559 \ubd80\ubb38\uc774 61.48%\uc758 \ubb3c\ub7c9\uc744 \uc18c\ube44\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \uc57c\uae08 \uc6a9\ub3c4\ub294 2031\ub144\uae4c\uc9c0 3.06%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 73.88%\uc758 \uc18c\ube44\ub7c9\uc744 \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc5c8\uace0, \uc804\ub9dd \uae30\uac04 \ub3d9\uc548 2.95%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \ubd88\uc18c\ud654\ud559\uc81c\ud488 \uc218\uc694 \uae09\uc99d (CAGR\uc5d0 +1.2% \uc601\ud5a5): \uc800\uc9c0\uad6c\uc628\ub09c\ud654\uc9c0\uc218(GWP) \ub0c9\ub9e4 \ubc0f \ubd88\uc18c\uc218\uc9c0 \uc218\uc694 \uc99d\uac00\ub294 \ubd88\ud654\uc218\uc18c\uc0b0 \uc18c\ube44\ub97c \ud06c\uac8c \ub298\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc758 AIM Act\uc640 \uc720\ub7fd\uc5f0\ud569\uc758 F-Gas \uaddc\uc815\uc740 \uace0GWP HFCs\uc758 \ub300\uccb4 \uc18d\ub3c4\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uae30\ucc28 \ud55c \ub300\ub2f9 \uc57d 30kg\uc758 \uc0b0\uc131 \ub4f1\uae09 \ud615\uc11d\uc774 \ubc14\uc778\ub354, \ub0c9\uac01\uc81c, \uc804\uc120 \ucf54\ud305 \ub4f1\uc5d0 \uc0ac\uc6a9\ub418\uc5b4 \ubc30\ud130\ub9ac \uc0b0\uc5c5\uc758 \uc131\uc7a5\uc774 \ud615\uc11d \uc218\uc694\uc640 \uc9c1\uc811\uc801\uc73c\ub85c \uc5f0\uacb0\ub429\ub2c8\ub2e4. \uc5f0\ub8cc\uc804\uc9c0 \uba64\ube0c\ub808\uc778 \ubc0f \uc218\uc18c \uc778\ud504\ub77c\uc5d0\uc11c\uc758 \ubd88\uc18c\uc218\uc9c0 \uc801\uc6a9\ub3c4 \ucd94\uac00\uc801\uc778 \uc218\uc694\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4. \ud55c\uad6d \uc5f0\uad6c\uc9c4\uc758 \uc218\uc18c\ubd88\ud654\uc5d0\ud14c\ub974(hydrofluoroether) \uc218\uc728 \ud5a5\uc0c1 \uae30\uc220\uc740 \uc644\uc81c\ud488 \ubd88\uc18c\ud654\ud559\uc81c\ud488 \ud1a4\ub2f9 \uc6d0\uad11\uc11d \uc9d1\uc57d\ub3c4\ub97c \uc904\uc77c \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ubc0f MENA \uc9c0\uc5ed\uc758 \ucca0\uac15 \ubc0f \uc54c\ub8e8\ubbf8\ub284 \uc0dd\uc0b0 \uc99d\uac00 (CAGR\uc5d0 +0.8% \uc601\ud5a5): \uc778\ub3c4\uc758 \uc870\uac15 \uc0dd\uc0b0\ub7c9\uc740 2024-25 \ud68c\uacc4\uc5f0\ub3c4\uc5d0 \uc804\ub144 \ub300\ube44 5.3% \uc99d\uac00\ud558\uc5ec \uc2ac\ub798\uadf8 \uc870\uc808 \ubc0f \ud0c8\ud669\uc744 \uc704\ud55c \uc57c\uae08 \ub4f1\uae09 \ud615\uc11d \uc870\ub2ec\uc744 \ub298\ub838\uc2b5\ub2c8\ub2e4. \uac78\ud504\ud611\ub825\ud68c\uc758(GCC) \uc81c\ub828\uc18c\ub4e4\uc740 \uc0ac\uc6b0\ub514 \ube44\uc804 2030\uc5d0 \ub530\ub77c \uc800\ube44\uc6a9 \uc5d0\ub108\uc9c0\ub97c \ud65c\uc6a9\ud558\uc5ec \uc54c\ub8e8\ubbf8\ub284 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc54c\ub8e8\ubbf8\ub284 \ubd88\ud654\ubb3c \uc218\uc694 \uc99d\uac00\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4. \ud3d0\ud06c\ub77c\uc774\uc62c\ub77c\uc774\ud2b8(cryolite)\uc5d0\uc11c \uace0\uc21c\ub3c4 AlF3\ub97c 85.6% \ucd94\ucd9c\ud558\ub294 \uc21c\ud658 \uacbd\uc81c \uae30\uc220 \ubc1c\uc804\ub3c4 \uc8fc\ubaa9\ud560 \ub9cc\ud569\ub2c8\ub2e4.<br \/>\n*   \ub9ac\ud2ac \uc774\uc628 \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \ubc30\ud130\ub9ac \ub4f1\uae09 \uc54c\ub8e8\ubbf8\ub284 \ubd88\ud654\ubb3c \uc218\uc694 \uac00\uc18d\ud654 (CAGR\uc5d0 +0.6% \uc601\ud5a5): 2030\ub144\uae4c\uc9c0 \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c\ub9cc \uc5f0\uac04 1,300GWh \uc774\uc0c1\uc758 \uc140 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac16\ucd98 \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124\uc740 99.5% \uc774\uc0c1\uc758 \uace0\uc21c\ub3c4 \ubc30\ud130\ub9ac \ub4f1\uae09 \uc54c\ub8e8\ubbf8\ub284 \ubd88\ud654\ubb3c\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 2030\ub144\uae4c\uc9c0 \uc5f0\uac04 \uc57d 160\ub9cc \ud1a4\uc758 \ud615\uc11d\uc5d0 \ud574\ub2f9\ud569\ub2c8\ub2e4. \ubbf8\uad6d\uc740 \uad6d\ub0b4 \uc18c\uc7ac \uc548\ubcf4 \ubaa9\ud45c\ub97c \uc704\ud574 1,500\uc5b5 \ub2ec\ub7ec\ub97c \uc591\uadf9-\uc74c\uadf9 \uacf5\uae09\ub9dd\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc73c\ub098, \uc0b0\uc131 \ub4f1\uae09 \ud615\uc11d \uc218\uc785 \uc758\uc874\ub3c4\ub294 \uc5ec\uc804\ud788 \ub192\uc2b5\ub2c8\ub2e4. \ubca0\ud2b8\ub0a8 Masan High-Tech Materials\ub294 2026\ub144\ubd80\ud130 \ud55c\uad6d \uac00\uacf5\uc5c5\uccb4\uc5d0 \uc5f0\uac04 7\ub9cc \ud1a4\uc744 \uacf5\uae09\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \ud3d0\ub9ac\ud2ac \uc804\uc9c0\uc5d0\uc11c \ubd88\uc18c \uc5fc\uc744 95% \ud68c\uc218\ud558\ub294 \uae30\uc220\ub3c4 \ubc1c\uc804\ud558\uace0 \uc788\uc5b4, \ud5a5\ud6c4 \ud3d0\uc1c4 \ub8e8\ud504(closed-loop) \uc2dc\uc2a4\ud15c \uac00\ub2a5\uc131\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<br \/>\n*   \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \ucd08\uace0\uc21c\ub3c4 \uc0b0\uc131 \ub4f1\uae09 \ud615\uc11d \uc218\uc694 (CAGR\uc5d0 +0.4% \uc601\ud5a5): 3\ub098\ub178\ubbf8\ud130 \uce69 \uc81c\uc870\uc5d0\ub294 ppb(parts-per-billion) \uc218\uc900\uc758 \ubd88\uc21c\ubb3c \uc784\uacc4\uce58\ub97c \uac00\uc9c4 \uc5fc\uc0b0 \ubc0f \ubd88\ud654\uc218\uc18c\uc0b0\uc774 \ud544\uc694\ud558\uba70, \uc774\ub294 99.9% \uc774\uc0c1\uc758 \uace0\uc21c\ub3c4 CaF2 \uc6d0\ub8cc\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. CHIPS Act\ub294 \uad6d\ub0b4 HF \uacf5\uc7a5 \uac74\uc124 \ubcf4\uc870\uae08\uc744 \uc9c0\uc6d0\ud558\uc9c0\ub9cc, \uace0\ub4f1\uae09 \uc0b0\uc131 \ub4f1\uae09 \ud615\uc11d\uc740 \uc911\uad6d\uacfc \uba55\uc2dc\ucf54 \uc678\uc5d0\ub294 \ubd80\uc871\ud569\ub2c8\ub2e4. \ub300\ub9cc \ubc0f \uc77c\ubcf8\uc758 \uc560\ub9ac\uc870\ub098 \ubc0f \ud14d\uc0ac\uc2a4 \uacf5\uc7a5\ub4e4\uc740 \ub2e4\ub144 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud0dc\uc591\uad11 \uc2ac\ub7ec\uc9c0 \uc815\ud654 \uae30\uc220\uc740 76.1%\uc758 CaF2 \ud68c\uc218\uc728\uc744 \ub2ec\uc131\ud558\uc5ec, \ud0dc\uc591\uad11 \ud3d0\uae30\ubb3c\uc774 \ubc18\ub3c4\uccb4 \ub4f1\uae09 \uc218\uc694\uc758 20-30%\ub97c \ucda9\uc871\ud560 \uac00\ub2a5\uc131\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \uc11c\uad6c\uad8c\uc758 &#8220;\ud575\uc2ec \uad11\ubb3c&#8221; \uad6d\ub0b4 \uc0dd\uc0b0 \uc7a5\ub824 \uc815\ucc45 (CAGR\uc5d0 +0.3% \uc601\ud5a5): \ubd81\ubbf8 \ubc0f EU \uc9c0\uc5ed\uc5d0\uc11c \ud575\uc2ec \uad11\ubb3c \uacf5\uae09\ub9dd\uc758 \uad6d\ub0b4\ud654\ub97c \uc704\ud55c \uc778\uc13c\ud2f0\ube0c\uac00 \ub2e8\uae30\uc801\uc73c\ub85c \uc2dc\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \ucc44\uad74\uc5d0 \ub300\ud55c \ud658\uacbd \ubc0f \uad11\ubbf8(tailings) \uaddc\uc81c \uac15\ud654 (CAGR\uc5d0 -0.4% \uc601\ud5a5): \ubbf8\uad6d \ud658\uacbd\ubcf4\ud638\uccad(EPA)\uc758 40 CFR Part 436\uc740 \ubd80\uc720 \uc120\uad11 \uae30\ubc18 \ud615\uc11d \uacf5\uc7a5\uc5d0 \ubb34\ubc29\ub958(zero-liquid-discharge) \uae30\uc900\uc744 \uc801\uc6a9\ud558\uc5ec, \uc6b4\uc601\uc0ac\ub4e4\uc774 1,000\ub9cc~1,500\ub9cc \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\ub3c4\ub85d \uac15\uc81c\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 2024\ub144 \uc548\uc804 \ucea0\ud398\uc778\uc740 \uc18c\uaddc\ubaa8 \ucc44\uad74 \ud5c8\uac00\ub97c \ucde8\uc18c\ud558\uc5ec \ucd5c\uc18c 12\ub9cc \ud1a4\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac10\uc18c\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ubabd\uace8\uc758 \uc544\ub3d9 \ub178\ub3d9 \ubb38\uc81c\uc640 PFAS \uc74c\uc6a9\uc218 \uc81c\ud55c\ub3c4 \uaddc\uc81c \uc555\ub825\uc744 \ub192\uc785\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d\uc758 \uc218\ucd9c \ucffc\ud130 \ubcc0\ub3d9\uc131 \ubc0f \uc6b4\uc1a1 \ubcd1\ubaa9 \ud604\uc0c1 (CAGR\uc5d0 -0.3% \uc601\ud5a5): \uc911\uad6d\uc758 \uc548\ud2f0\ubaac \ubc0f \ud751\uc5f0 \ucffc\ud130 \uac15\ud654\ub294 \ud615\uc11d \uc2dc\uc7a5\uc5d0\ub3c4 \uc720\uc0ac\ud55c \uaddc\uc81c\uac00 \uc801\uc6a9\ub420 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\ub97c \ub0b3\uc2b5\ub2c8\ub2e4. \uce6d\ub2e4\uc624 \ubc0f \ud188\uc9c4 \ud56d\uad6c\uc758 \uc6b4\uc1a1 \uc9c0\uc5f0\uc740 \ucd5c\ub300 6\uc8fc\uae4c\uc9c0 \ubc1c\uc0dd\ud558\uc5ec, \uad6c\ub9e4\uc790\ub4e4\uc774 \ube44\ucd95\ub7c9\uc744 \ub298\ub9ac\uace0 \uc790\uae08 \uc870\ub2ec \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ucf00\ub0d0\uc758 \uc6d0\uad11\uc11d \uc218\ucd9c \uae08\uc9c0 \uc815\ucc45\uc740 \uad6d\ub0b4 \uac00\uacf5\uc744 \uc7a5\ub824\ud558\uba70 \uae00\ub85c\ubc8c \uad11\uc11d \ubb34\uc5ed\uc758 \uc720\ub3d9\uc131\uc744 \uc800\ud574\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd88\ud654\uaddc\uc18c\uc0b0(FSA) \uc720\ub798 HF\ub85c\uc758 \ub300\uccb4 (CAGR\uc5d0 -0.2% \uc601\ud5a5): Nutrien\uc758 FSA-to-HF \uacf5\uc7a5\uc740 \uc774\ubbf8 \ub0c9\ub9e4 \ub4f1\uae09 \uc0b0\uc744 \uacf5\uae09\ud558\uba70 \uc804\ud1b5\uc801\uc778 \ud615\uc11d \uc218\ucd9c\uc5c5\uccb4\uc5d0 \uc555\ub825\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \ub4f1\uae09\ubcc4: \uc0b0\uc131 \ub4f1\uae09\uc740 2025\ub144 \ud615\uc11d \uc2dc\uc7a5 \uc810\uc720\uc728 61.36%\ub97c \ucc28\uc9c0\ud558\uba70, \ubd88\ud654\uc218\uc18c\uc0b0 \ud569\uc131\uc5d0 \ud544\uc218\uc801\uc778 97% \uc774\uc0c1\uc758 CaF\u2082 \uc0ac\uc591\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \ubcf4\uc11d \ub4f1\uae09\uc740 \ub808\uc774\uc800, \ub9ac\uc18c\uadf8\ub798\ud53c, \uc6b0\uc8fc \uc13c\uc11c \uc2dc\uc2a4\ud15c\uc758 \uad11\ud559 \ub80c\uc988 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 4.23%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d \ud6c4\ub09c\uc131\uc758 \uc0c8\ub85c\uc6b4 \ubd80\uc720 \uc120\uad11 \ud68c\ub85c\ub294 \uc800\ub4f1\uae09 \uad11\uc11d\uc744 \uc0b0\uc131 \ub4f1\uae09\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc73c\uba70, \uba55\uc2dc\ucf54 \ub450\ub791\uace0 \uad11\uc0b0\uc758 \uc555\ub825 \uce68\ucd9c \ubc0f \uc6a9\ub9e4 \ucd94\ucd9c \uae30\uc220\ub3c4 \ud68c\uc218\uc728\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \uc0b0\uc131 \ub4f1\uae09 \uacf5\uae09 \uc99d\uac00\ub294 2031\ub144\uae4c\uc9c0 \uc911\uad6d\uc758 \uae00\ub85c\ubc8c \ud615\uc11d \ubb34\uc5ed \uc810\uc720\uc728\uc744 54%\uc5d0\uc11c 47%\ub85c \ub0ae\ucd9c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc885\ub958\ubcc4: \uc548\ud1a0\uc870\ub098\uc774\ud2b8\ub294 2025\ub144 \uc885\ub958\ubcc4 \uc2dc\uc7a5\uc758 27.05%\ub97c \ucc28\uc9c0\ud558\uba70, \ubc29\uc0ac\uc120 \uc800\ud56d\uc131 \uacb0\uc815 \uaca9\uc790\ub85c \uc778\ud574 \uc6d0\uc790\ub825 \ubc0f \uace0\uc628 \uc138\ub77c\ubbf9 \ubd80\ubb38\uc5d0\uc11c \uc120\ud638\ub429\ub2c8\ub2e4. \uc774\ud2b8\ub85c\uc138\ub77c\uc774\ud2b8\ub294 \ud76c\ud1a0\ub958 \uc790\uc11d \uc218\uc694 \uc99d\uac00\uc5d0 \ub530\ub77c 2.89%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc0c9\ub3c4\uacc4, X\uc120 \ud22c\uacfc, \ub808\uc774\uc800 \uc720\ub3c4 \ud30c\uad34 \ubd84\uad11\ubc95\uacfc \uac19\uc740 \uad11\uc11d \ubd84\ub958 \uc2dc\uc2a4\ud15c\uc740 \uace0\uac00 \ud488\uc885\uc744 \uc2e4\uc2dc\uac04\uc73c\ub85c \ubd84\ub9ac\ud558\uc5ec \uad11\uc0b0 \uacbd\uc81c\uc131\uc744 \ub192\uc774\uace0, 2031\ub144\uae4c\uc9c0 \ud615\uc11d \uc2dc\uc7a5\uc758 \ucd5c\ub300 5%\ub97c \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9 \ubc94\uc8fc\ub85c \uc804\ud658\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6a9\ub3c4\ubcc4: \ud654\ud559 \ubd80\ubb38\uc740 2025\ub144 \ubb3c\ub7c9\uc758 61.48%\ub97c \uc18c\ube44\ud558\uba70 \ud615\uc11d \uc2dc\uc7a5\uc758 \uc911\uc2ec \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ub0c9\ub9e4, \ub9ac\ud2ac \ubc30\ud130\ub9ac \uc18c\uc7ac, \ubd88\uc18c\uc218\uc9c0 \uc0dd\uc0b0\uc790\ub4e4\uc740 \ubaa8\ub450 \ub3d9\uc77c\ud55c HF \uacf5\uae09\ub9dd\uc5d0 \uc758\uc874\ud558\uc5ec \uc218\uc694 \ud0c4\ub825\uc131\uc744 \uac15\ud654\ud569\ub2c8\ub2e4. \uc57c\uae08 \uc6a9\ub3c4\ub294 \uc911\uad6d, \uc778\ub3c4, \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 \uc6a9\uad11\ub85c \ucd5c\uc801\ud654\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 3.06%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac \ub4f1\uae09 \uc54c\ub8e8\ubbf8\ub284 \ubd88\ud654\ubb3c(99.5% \uc21c\ub3c4)\uc740 \uc0b0\uc131 \ub4f1\uae09 \ud615\uc11d\uc758 \ud488\uc9c8 \uae30\uc900\uc744 \ub192\uc5ec \uc800\ub4f1\uae09\uacfc\uc758 \uac00\uaca9 \uaca9\ucc28\ub97c \ud655\ub300\ud569\ub2c8\ub2e4.<\/p>\n<p>6. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144\uc5d0\ub294 \uc804 \uc138\uacc4 \ud615\uc11d \uc2dc\uc7a5\uc758 45% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc9c0\uc5ed\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc138\uacc4 \ucd5c\ub300\uc758 \ud615\uc11d \uc0dd\uc0b0\uad6d\uc774\uc790 \uc18c\ube44\uad6d\uc73c\ub85c\uc11c \uc774 \uc9c0\uc5ed \uc131\uc7a5\uc758 \ud575\uc2ec \ub3d9\ub825\uc785\ub2c8\ub2e4. \uc778\ud504\ub77c \uac1c\ubc1c, \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \uc99d\uac00, \uadf8\ub9ac\uace0 \ud654\ud559 \uc0b0\uc5c5\uc758 \ud655\uc7a5\uc774 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \ud615\uc11d \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uc778\ub3c4\uc640 \ub3d9\ub0a8\uc544\uc2dc\uc544 \uad6d\uac00\ub4e4\uc758 \uc0b0\uc5c5\ud654 \uac00\uc18d\ud654 \ub610\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \ud06c\uac8c \uae30\uc5ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \ubd81\ubbf8: 2031\ub144\uae4c\uc9c0 2.78%\uc758 CAGR\uc744 \uae30\ub85d\ud558\uba70 \uafb8\uc900\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubbf8\uad6d\uc740 \uc54c\ub8e8\ubbf8\ub284 \uc0dd\uc0b0 \ubc0f \ubd88\uc18c\ud654\ud559 \uc0b0\uc5c5\uc758 \uacac\uace0\ud55c \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \ubd81\ubbf8 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba55\uc2dc\ucf54\ub294 \uc8fc\uc694 \ud615\uc11d \uc0dd\uc0b0\uad6d \uc911 \ud558\ub098\ub85c, \ubbf8\uad6d \ubc0f \uce90\ub098\ub2e4\ub85c\uc758 \uc218\ucd9c\uc744 \ud1b5\ud574 \uc9c0\uc5ed \uacf5\uae09\ub9dd\uc5d0 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ud658\uacbd \uaddc\uc81c \uac15\ud654\ub85c \uc778\ud574 \uace0\uc21c\ub3c4 \ud615\uc11d\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uc81c\ud488 \uc2dc\uc7a5\uc758 \ud655\ub300\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\ub7fd: 2025\ub144\uae4c\uc9c0 \ud615\uc11d \uc2dc\uc7a5\uc5d0\uc11c \uc0c1\ub2f9\ud55c \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \ubcf4\uc774\uba70, \ud2b9\ud788 \ub3c5\uc77c, \ud504\ub791\uc2a4, \uc601\uad6d\uacfc \uac19\uc740 \uc11c\uc720\ub7fd \uad6d\uac00\ub4e4\uc774 \uc8fc\uc694 \uc18c\ube44\uad6d\uc785\ub2c8\ub2e4. \uc720\ub7fd\uc758 \ud654\ud559 \uc0b0\uc5c5\uc740 \ubd88\uc18c\uc218\uc9c0 \ubc0f \ub0c9\ub9e4 \uc0dd\uc0b0\uc744 \uc704\ud574 \ud615\uc11d\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc5ed\ub0b4 \uc0dd\uc0b0\ub7c9 \uac10\uc18c\uc640 \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c\ub85c \uc778\ud574 \uc218\uc785 \uc758\uc874\ub3c4\uac00 \ub192\uc740 \ud3b8\uc785\ub2c8\ub2e4. \uc9c0\uc18d \uac00\ub2a5\ud55c \uc0dd\uc0b0 \ubc29\uc2dd\uacfc \uc7ac\ud65c\uc6a9 \uae30\uc220 \uac1c\ubc1c\uc774 \uc720\ub7fd \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uacfc\uc81c\uc774\uc790 \uae30\ud68c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub0a8\ubbf8: 2031\ub144\uae4c\uc9c0 2.95%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \ube0c\ub77c\uc9c8\uacfc \uc544\ub974\ud5e8\ud2f0\ub098\uac00 \uc8fc\uc694 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc740 \uad11\uc5c5 \ud65c\ub3d9\uacfc \uc54c\ub8e8\ubbf8\ub284 \uc0b0\uc5c5\uc758 \uc131\uc7a5\uc5d0 \ud798\uc785\uc5b4 \ud615\uc11d \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ube0c\ub77c\uc9c8\uc740 \uc790\uccb4\uc801\uc778 \ud615\uc11d \ub9e4\uc7a5\ub7c9\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc5b4 \uc9c0\uc5ed \ub0b4 \uacf5\uae09 \uc548\uc815\uc131\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: 2025\ub144\uc5d0\ub294 \uc804 \uc138\uacc4 \ud615\uc11d \uc2dc\uc7a5\uc5d0\uc11c \ube44\uad50\uc801 \uc791\uc740 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc, \uc7a5\uae30\uc801\uc73c\ub85c\ub294 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc774 \ub192\uc740 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc640 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d\uc774 \uc8fc\uc694 \uad6d\uac00\ub85c, \uc11d\uc720\ud654\ud559 \uc0b0\uc5c5 \ubc0f \uad11\uc5c5 \ubd80\ubb38\uc758 \ud655\uc7a5\uc774 \ud615\uc11d \uc218\uc694\ub97c \uacac\uc778\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d\uc740 \uc911\uc694\ud55c \ud615\uc11d \uc0dd\uc0b0\uad6d \uc911 \ud558\ub098\uc785\ub2c8\ub2e4.<\/p>\n<p>7. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ud615\uc11d \uc2dc\uc7a5\uc740 \uc18c\uc218\uc758 \uc8fc\uc694 \uc5c5\uccb4\ub4e4\uc774 \uc9c0\ubc30\ud558\ub294 \ud1b5\ud569\ub41c \uad6c\uc870\ub97c \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc740 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5, \uae30\uc220 \ud601\uc2e0, \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. \uc608\ub97c \ub4e4\uc5b4, \uba55\uc2dc\ucf54\uc758 Cales de Apasco S.A. de C.V.\uc640 \uc911\uad6d\uc758 Sinochem Group\uc740 \uac01\uac01 \uc9c0\uc5ed \ubc0f \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0\uc11c \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, Fluorsid S.p.A., Minersa, \uadf8\ub9ac\uace0 Kenya Fluorspar Company Ltd.\uc640 \uac19\uc740 \uae30\uc5c5\ub4e4\ub3c4 \uc2dc\uc7a5 \uacbd\uc7c1\ub825\uc744 \uac15\ud654\ud558\uae30 \uc704\ud574 \ub178\ub825\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacf5\uae09\ub9dd\uc758 \uc548\uc815\uc131 \ud655\ubcf4\uc640 \uace0\ud488\uc9c8 \uc81c\ud488 \uc0dd\uc0b0\uc740 \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\ub294 \ub370 \ud575\uc2ec\uc801\uc778 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n<p>\ud615\uc11d(Fluorspar) \uc2dc\uc7a5 \ubcf4\uace0\uc11c\ub294 2031\ub144\uae4c\uc9c0 944\ub9cc \ud1a4 \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 \uc5f0\ud3c9\uade0 2.77%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4. \ud615\uc11d\uc740 \ubd88\ud654\uce7c\uc298(CaF2) \uad11\ubb3c\ub85c, \ub2e4\uc591\ud55c \uc0b0\uc5c5\uc5d0\uc11c \uc911\uc694\ud55c \uc6d0\ub8cc\ub85c \ud65c\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \ub4f1\uae09(\uc0b0\uc131, \uc138\ub77c\ubbf9, \uc57c\uae08, \uad11\ud559, \ubcf4\uc11d), \ud488\uc885(\uc548\ud1a0\uc870\ub098\uc774\ud2b8, \ube14\ub8e8 \uc874, \ud074\ub85c\ub85c\ud310, \uc774\ud2b8\ub85c\uc138\ub77c\uc774\ud2b8, \uc774\ud2b8\ub85c\ud50c\ub8e8\uc624\ub77c\uc774\ud2b8 \ub4f1), \uc751\uc6a9 \ubd84\uc57c(\uc57c\uae08, \uc138\ub77c\ubbf9, \ud654\ud559, \uae30\ud0c0 \uc751\uc6a9 \ubd84\uc57c \ud3ec\ud568), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \ud2b9\ud788, 27\uac1c\uad6d\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uaddc\ubaa8\uc640 \uc608\uce21\uc744 \ubd80\ud53c(\ud1a4) \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<br \/>\n*   \uc800GWP(\uc9c0\uad6c\uc628\ub09c\ud654\uc9c0\uc218) \ub0c9\ub9e4 \ubc0f \ubd88\uc18c\uc218\uc9c0 \ub4f1 \ubd88\uc18c\ud654\ud559\ubb3c\uc9c8 \uc218\uc694 \uc99d\uac00.<br \/>\n*   \uc544\uc2dc\uc544 \ubc0f MENA(\uc911\ub3d9 \ubc0f \ubd81\uc544\ud504\ub9ac\uce74) \uc9c0\uc5ed\uc758 \ucca0\uac15 \ubc0f \uc54c\ub8e8\ubbf8\ub284 \uc0dd\uc0b0\ub7c9 \uc99d\uac00.<br \/>\n*   \ub9ac\ud2ac \uc774\uc628 \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \ubc30\ud130\ub9ac \ub4f1\uae09 \ubd88\ud654\uc54c\ub8e8\ubbf8\ub284 \uc218\uc694.<br \/>\n*   \ubc18\ub3c4\uccb4 \uc2dd\uac01 \uac00\uc2a4\uc5d0 \ud544\uc694\ud55c \ucd08\uace0\uc21c\ub3c4 \uc0b0\uc131 \ud615\uc11d \uc218\uc694.<br \/>\n*   \uc11c\uad6c\uad8c\uc758 &#8220;\ud575\uc2ec \uad11\ubb3c&#8221; \uad6d\ub0b4 \uc0dd\uc0b0 \uc7a5\ub824 \uc815\ucc45.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<br \/>\n*   \ucc44\uad74\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \ud658\uacbd \ubc0f \uad11\ubbf8(tailings) \uaddc\uc81c.<br \/>\n*   \uc911\uad6d\uc758 \uc218\ucd9c \ucffc\ud130 \ubcc0\ub3d9\uc131 \ubc0f \uc6b4\uc1a1 \ubcd1\ubaa9 \ud604\uc0c1.<br \/>\n*   \ubd88\ud654\uaddc\uc0b0(Fluorosilicic acid) \uc720\ub798 \ubd88\ud654\uc218\uc18c\uc0b0(HF)\uc73c\ub85c\uc758 \ubd80\ubd84\uc801 \ub300\uccb4 \uac00\ub2a5\uc131.<\/p>\n<p>\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uc0b0\uc131 \ub4f1\uae09 \ud615\uc11d\uc740 2025\ub144 \uc218\uc694\uc758 61.36%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \uc774\ub294 \ubd88\ud654\uc218\uc18c\uc0b0 \uc0dd\uc0b0\uc5d0 \ud544\uc218\uc801\uc778 97% \uc774\uc0c1\uc758 CaF2 \uc21c\ub3c4 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uc804 \uc138\uacc4 \ubb3c\ub7c9\uc758 73.88%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \uc9c0\ubc30\uc801\uc774\uba70, 2.95%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub294 \uc911\uad6d\uc758 \ucc44\uad74 \ub9ac\ub354\uc2ed\uacfc \uc778\ub3c4, \uc77c\ubcf8, \ud55c\uad6d\uc758 \uae09\uc18d\ud55c \uc0b0\uc5c5\ud654\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud615\uc11d\uc740 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc0dd\uc0b0\uc5d0\ub3c4 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ucc28\ub7c9 \ud55c \ub300\ub2f9 \uc57d 30kg\uc758 \uc0b0\uc131 \ud615\uc11d\uc774 \uc804\ud574\uc9c8\uc6a9 \ubd88\ud654\uc54c\ub8e8\ubbf8\ub284 \ubc0f PVDF(\ud3f4\ub9ac\ubd88\ud654\ube44\ub2d0\ub9ac\ub374) \ubc14\uc778\ub354 \uc81c\uc870\uc5d0 \uc0ac\uc6a9\ub418\uc5b4, \uc804\uae30\ucc28 \ubcf4\uae09\uc774 \uc0b0\uc131 \ud615\uc11d \uc218\uc694\uc640 \uc9c1\uc811\uc801\uc73c\ub85c \uc5f0\uacb0\ub429\ub2c8\ub2e4. \ubd88\ud654\uaddc\uc0b0(FSA)\uc740 \ub0c9\ub9e4 \ub4f1\uae09 \ubd88\ud654\uc218\uc18c\uc0b0 \uc0dd\uc0b0\uc5d0\uc11c \uae30\uc874 \uc6d0\ub8cc\uc758 10-15%\ub97c \ub300\uccb4\ud560 \uc218 \uc788\uc9c0\ub9cc, \ubc18\ub3c4\uccb4 \ub4f1\uae09\uc758 \uc21c\ub3c4\ub97c \ucda9\uc871\uc2dc\ud0a4\uc9c0\ub294 \ubabb\ud558\ubbc0\ub85c, \uc774\ubc88 10\ub144 \ub0b4 \uc644\uc804\ud55c \ub300\uccb4\ub294 \uc5b4\ub824\uc6b8 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704\uac00 \ub2e4\ub8e8\uc5b4\uc9c0\uba70, ARES Strategic Mining, China Kings Resources Group, Fluorsid, Orbia, SepFluor \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ud2b9\ud788 \ubbf8\uac1c\ucc99 \ubd84\uc57c \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \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-35533","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\/35533"}],"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=35533"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/35533\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=35533"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=35533"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=35533"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}