{"id":36949,"date":"2026-02-11T09:59:46","date_gmt":"2026-02-11T09:59:46","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/green-ammonia-market-mordor\/"},"modified":"2026-09-18T14:59:08","modified_gmt":"2026-09-18T05:59:08","slug":"green-ammonia-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/green-ammonia-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \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\/green-ammonia-market-1752497133087-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\/green-ammonia-market-size-image-1767018820911.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 \uc2dd\ub7c9 \ubd88\uc548\uc815 \uad6d\uac00\uc758 \ube44\ub8cc \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \ud574\uc6b4 \ubd80\ubb38\uc5d0\uc11c \uce5c\ud658\uacbd \uc5f0\ub8cc\ub97c \uac00\uc18d\ud654\ud558\ub294 \ud0c8\ud0c4\uc18c\ud654 \uc815\ucc45<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc218\uc18c \uc6b4\ubc18\uccb4\ub85c\uc11c \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \uce5c\ud658\uacbd \ubc0f \uc800\ud0c4\uc18c \ube44\ub8cc \uc870\ub2ec \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.5 \ubc1c\uc804 \ubc0f \uc804\ub825\ub9dd \uc548\uc815\uc131\uc5d0\uc11c\uc758 \uc0ac\uc6a9 \uc99d\uac00<\/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 \uc804\uae30\ubd84\ud574 \ubc0f \ud558\ubc84-\ubcf4\uc26c \uac1c\uc870\ub97c \uc704\ud55c \ub192\uc740 \uc790\ubcf8 \uc694\uad6c \uc0ac\ud56d<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud574\uc0c1 \ubc99\ucee4\ub9c1\uc758 \uc548\uc804 \ubc0f \ub3c5\uc131 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.3 \uac00\uc2a4 \ubc0f \ud0c4\uc18c \ud3ec\uc9d1 \uc800\uc7a5(CCS) \ube44\uc6a9\uc774 \uc800\ub834\ud55c \uacf3\uc5d0\uc11c\uc758 \ube14\ub8e8 \uc554\ubaa8\ub2c8\uc544 \uac00\uaca9 \uacbd\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 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\ubb3c\ub7c9)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc6a9\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub18d\uc5c5<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud574\uc591 \uc5f0\ub8cc<\/li>\n<li class=\"toc-level-3\">5.1.3 \ubc1c\uc804<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc218\uc18c \uc6b4\ubc18\uccb4<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0 \uc6a9\ub3c4 (\uc0b0\uc5c5 \uc6d0\ub8cc \ub4f1)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.2.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.2.1.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.2.1.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.2.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.2.1.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.2.1.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.2.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.2.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.2.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.2.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.2.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.2.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.2.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.2.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.2.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.2.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.2.3.7 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.2.3.8 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.2.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.2.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.2.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.2.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.2.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.2.5.2 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.2.5.3 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728(%)\/\uc21c\uc704 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 &amp; \uc11c\ube44\uc2a4, \ucd5c\uadfc \ub3d9\ud5a5 \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 ACME Group<\/li>\n<li class=\"toc-level-3\">6.4.2 Air Products and Chemicals Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 AM Green<\/li>\n<li class=\"toc-level-3\">6.4.4 Casale SA<\/li>\n<li class=\"toc-level-3\">6.4.5 CF Industries Holdings Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Engie SA<\/li>\n<li class=\"toc-level-3\">6.4.7 ENOWA<\/li>\n<li class=\"toc-level-3\">6.4.8 Fertiglobe<\/li>\n<li class=\"toc-level-3\">6.4.9 Fortescue<\/li>\n<li class=\"toc-level-3\">6.4.10 Greenko Group<\/li>\n<li class=\"toc-level-3\">6.4.11 Iberdrola, S.A.<\/li>\n<li class=\"toc-level-3\">6.4.12 ITM Power plc<\/li>\n<li class=\"toc-level-3\">6.4.13 KAPSOM plc<\/li>\n<li class=\"toc-level-3\">6.4.14 MAN Energy Solutions<\/li>\n<li class=\"toc-level-3\">6.4.15 Nel<\/li>\n<li class=\"toc-level-3\">6.4.16 Ocior<\/li>\n<li class=\"toc-level-3\">6.4.17 \u00d8rsted AS<\/li>\n<li class=\"toc-level-3\">6.4.18 Proton Ventures<\/li>\n<li class=\"toc-level-3\">6.4.19 Siemens Energy<\/li>\n<li class=\"toc-level-3\">6.4.20 Technip Energies N.V.<\/li>\n<li class=\"toc-level-3\">6.4.21 thyssenkrupp Uhde GmbH<\/li>\n<li class=\"toc-level-3\">6.4.22 Yara<\/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>\uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p># \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc740 2026\ub144 0.48\ubc31\ub9cc \ud1a4 \uaddc\ubaa8\uc5d0\uc11c 2031\ub144 8.69\ubc31\ub9cc \ud1a4\uc73c\ub85c \uae09\uaca9\ud788 \uc131\uc7a5\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) 78.35%\uc5d0 \ub2ec\ud558\ub294 \uc218\uce58\uc785\ub2c8\ub2e4. 2025\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 0.27\ubc31\ub9cc \ud1a4\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc720\ub7fd, \uc77c\ubcf8, \uc778\ub3c4\uc758 \uc815\ucc45\uc801 \uc9c0\uc6d0 \uac15\ud654, \uc790\uc6d0 \ud48d\ubd80 \uc9c0\uc5ed\uc5d0\uc11c \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc804\uae30 \ube44\uc6a9 \ud558\ub77d(kWh\ub2f9 0.02\ub2ec\ub7ec), \uadf8\ub9ac\uace0 \ube44\ub8cc \ubc0f \ud0c4\uc18c \uc5c6\ub294 \uc5f0\ub8cc\ub85c\uc11c \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544\uc758 \uc774\uc911\uc801 \uc720\uc6a9\uc131\uc5d0 \uc758\ud574 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, 2024\ub144\ubd80\ud130 \uc720\ub7fd\uc5f0\ud569\uc758 \ubc30\ucd9c\uad8c \uac70\ub798\uc81c(ETS)\uc5d0 \ud574\uc6b4 \ubd80\ubb38\uc774 \ud3ec\ud568\ub418\uba74\uc11c \uc554\ubaa8\ub2c8\uc544 \ucd94\uc9c4 \uc120\ubc15\uc5d0 \ub300\ud55c \ucd08\uae30 \uc218\uc694\uac00 \ubc1c\uc0dd\ud558\uace0 \uc788\uc73c\uba70, \ub3c5\uc77c, \uc77c\ubcf8, \ud55c\uad6d\uc758 \uc218\uc18c \uc804\ub7b5\uc740 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544\ub97c \ud575\uc2ec \uc218\uc18c \uc6b4\ubc18\uccb4\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud504\ub85c\uc81d\ud2b8 \ucc28\uc6d0\uc5d0\uc11c\ub294 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ubc1c\uc804, \ub300\uaddc\ubaa8 \uc804\ud574\uc870, \uc554\ubaa8\ub2c8\uc544 \ud569\uc131\uc744 \uacb0\ud569\ud55c \ud1b5\ud569 \ud50c\ub79c\ud2b8\uac00 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \uc2e4\ud604\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube14\ub8e8 \uc554\ubaa8\ub2c8\uc544\uc640\uc758 \uacbd\uc7c1\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\uc9c0\ub9cc, \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc740 \ucc9c\uc5f0\uac00\uc2a4 \ubcc0\ub3d9\uc131\uc73c\ub85c\ubd80\ud130\uc758 \ub3c5\ub9bd\uc131\uacfc \ubbf8\ub798 \ud0c4\uc18c \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc758 \uc7a0\uc7ac\ub825\uc73c\ub85c \uc774\uc810\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc9c0\ud45c:<br \/>\n*   \uc5f0\uad6c \uae30\uac04: 2020\ub144 &#8211; 2031\ub144<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 0.48\ubc31\ub9cc \ud1a4<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 8.69\ubc31\ub9cc \ud1a4<br \/>\n*   \uc131\uc7a5\ub960 (2026-2031): 78.35% CAGR<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc720\ub7fd<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \uc720\ub7fd<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<\/p>\n<p># \uc8fc\uc694 \ubcf4\uace0\uc11c \uc2dc\uc0ac\uc810<\/p>\n<p>*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ub18d\uc5c5 \ubd80\ubb38\uc774 2025\ub144 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 87.25%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ubcf4\uc600\uace0, 2031\ub144\uae4c\uc9c0 84.1%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd80\ubb38\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc720\ub7fd\uc774 2025\ub144 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 35.35%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub838\uace0, 2031\ub144\uae4c\uc9c0 84.9%\uc758 CAGR\ub85c \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p># \uae00\ub85c\ubc8c \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778 (Drivers):<\/p>\n<p>1.  \uc2dd\ub7c9 \ubd88\uc548\uc815 \uad6d\uac00\ub4e4\uc758 \ube44\ub8cc \uc218\uc694 \uc99d\uac00 (CAGR \uc601\ud5a5 +18.50%, \uc911\uae30\uc801 \uc601\ud5a5): \uac1c\ubc1c\ub3c4\uc0c1\uad6d\ub4e4\uc740 \ube44\ub8cc \uc218\uc785 \uc758\uc874\ub3c4\ub97c \uc904\uc774\uace0 \uc2dd\ub7c9 \uc548\ubcf4\ub97c \uac15\ud654\ud558\uae30 \uc704\ud574 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uad6d\ub0b4 \uc0dd\uc0b0\uc744 \uc6b0\uc120\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub7ec\uc2dc\uc544-\uc6b0\ud06c\ub77c\uc774\ub098 \ubd84\uc7c1\uc740 \uae30\uc874 \ube44\ub8cc \ubb34\uc5ed\uc758 \ucde8\uc57d\uc131\uc744 \ub4dc\ub7ec\ub0c8\uace0, \ucf00\ub0d0, \ub098\uc774\uc9c0\ub9ac\uc544 \ub4f1\uc740 \uacf5\uae09\ub9dd \uc548\uc815\uc744 \uc704\ud574 \uae30\uac00\uc640\ud2b8 \uaddc\ubaa8\uc758 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uae30\ubc18 \uc554\ubaa8\ub2c8\uc544 \ud504\ub85c\uc81d\ud2b8\ub97c \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \uc544\ud504\ub9ac\uce74 \uc5f0\ud569\uc758 2063\ub144 \ud0c4\uc18c \uc911\ub9bd \ubaa9\ud45c\ub294 \ud48d\ub825 \ubc0f \ud0dc\uc591\uad11 \uc790\uc6d0\uc744 \uc18c\uaddc\ubaa8 \ub18d\uc5c5 \ud611\ub3d9\uc870\ud569\uacfc \uc5f0\uacb0\ud558\ub294 \uacf5\uacf5-\ubbfc\uac04 \ud569\uc791 \ud22c\uc790\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uc790\uac04 \ub300\ucd9c \uae30\uad00\ub4e4\uc740 \uc9c0\uc18d \uac00\ub2a5\ud55c \ube44\ub8cc \ud504\ub85c\uadf8\ub7a8\uc5d0 23\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud558\uc5ec \uc804\ud574\uc870 \uc6a9\ub7c9\uc5d0 \uc591\ud5c8\uc131 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub192\uc740 \ud0dc\uc591\uad11 \ubc0f \ud48d\ub825 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c4 \uad6d\uac00\ub4e4\uc740 \uc218\uc785 \ud68c\uc0c9 \uc554\ubaa8\ub2c8\uc544\ubcf4\ub2e4 \ub0ae\uc740 \uacf5\uae09 \ube44\uc6a9\uc744 \ub2ec\uc131\ud558\uc5ec \uacbd\uc7c1 \uade0\ud615\uc744 \ubcc0\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dd\ub7c9 \uc218\uc785 \ube44\uc6a9\uc774 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \ub18d\uc5c5 \ubd80\ucc98\ub294 \ube44\ub8cc \uc815\ucc45\uc744 \uc5d0\ub108\uc9c0 \ub3c5\ub9bd \ubaa9\ud45c\uc640 \uc5f0\uacc4\ud558\uc5ec \uc2e0\uaddc \ud50c\ub79c\ud2b8\uc758 \uc7ac\uc815\uc801 \ub9c8\uac10\uc744 \ub4b7\ubc1b\uce68\ud558\ub294 \uad6c\ub9e4 \uacc4\uc57d\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubaa8\uba58\ud140\uc740 \uc544\ud504\ub9ac\uce74\uc640 \ub0a8\uc544\uc2dc\uc544 \uc804\uc5ed\uc758 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5 \ud655\uc7a5\uc5d0 \ud06c\uac8c \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.  \ud574\uc6b4 \ubd80\ubb38\uc5d0\uc11c \uce5c\ud658\uacbd \uc5f0\ub8cc\ub97c \uac00\uc18d\ud654\ud558\ub294 \ud0c8\ud0c4\uc18c\ud654 \uc815\ucc45 (CAGR \uc601\ud5a5 +22.30%, \uc7a5\uae30\uc801 \uc601\ud5a5): \uad6d\uc81c\ud574\uc0ac\uae30\uad6c(IMO)\uc758 2050\ub144\uae4c\uc9c0 \ubc30\ucd9c\ub7c9 \uc808\ubc18 \uac10\ucd95 \ubaa9\ud45c\uc640 EU \ud0c4\uc18c \uac00\uaca9 \ucc45\uc815 \ud655\ub300\ub294 \uc554\ubaa8\ub2c8\uc544 \uc5f0\ub8cc \ucc44\ud0dd\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba38\uc2a4\ud06c(Maersk), NYK \ub77c\uc778 \ub4f1 \ud574\uc6b4\uc0ac\ub4e4\uc740 2030\ub144 \uc774\uc804\uc5d0 \uc0c1\uc5c5 \uc6b4\ud56d\uc744 \ubaa9\ud45c\ub85c \uc554\ubaa8\ub2c8\uc544 \ucd94\uc9c4 \uc120\ubc15\uc744 \uc8fc\ubb38\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8 \uacbd\uc81c\uc0b0\uc5c5\uc131\uc740 \uc554\ubaa8\ub2c8\uc544 \uc5d4\uc9c4\uc5d0 \uacf5\ub3d9 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uace0 \ubc1c\uc804\uc18c\uc5d0\uc11c 20% \uc554\ubaa8\ub2c8\uc544 \ud63c\uc18c\ub97c \uc758\ubb34\ud654\ud558\uc5ec \uc911\ubcf5 \uc5f0\ub8cc \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144\uc5d0 \ubc1c\ud45c\ub41c IMO \uc7a0\uc815 \uc9c0\uce68\uc740 \uc548\uc804 \ud504\ub85c\ud1a0\ucf5c\uc744 \uba85\ud655\ud788 \ud558\uc5ec \ub85c\ud14c\ub974\ub2f4\uacfc \uc2f1\uac00\ud3ec\ub974\uc758 \ubc99\ucee4\ub9c1 \ud5c8\ube0c \ud22c\uc790\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc99\ucee4\ub9c1 \uc778\ud504\ub77c\ub97c \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc218\uc18c \ubc31\ud640\uacfc \ud1b5\ud569\ud558\ub294 \ud56d\ub9cc \ub2f9\uad6d\uc740 \uc120\uc810 \uc774\uc810\uc744 \ud655\ubcf4\ud558\uc5ec \uc9c0\uc5ed \ud074\ub7ec\uc2a4\ud130\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.  \uc218\uc18c \uc6b4\ubc18\uccb4\ub85c\uc11c \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc218\uc694 \uc99d\uac00 (CAGR \uc601\ud5a5 +15.70%, \uc911\uae30\uc801 \uc601\ud5a5): \uc554\ubaa8\ub2c8\uc544\ub294 -33\u00b0C\uc5d0\uc11c \uc561\uccb4 \uc0c1\ud0dc\ub97c \uc720\uc9c0\ud558\uace0 \uae30\uc874 \ud0f1\ucee4 \uc120\ub2e8\uc744 \ud65c\uc6a9\ud560 \uc218 \uc788\uc5b4 \uc7a5\uac70\ub9ac \uc218\uc18c \ubb34\uc5ed\uc5d0 \uc120\ud638\ub418\ub294 \uc6b4\ubc18\uccb4\uc785\ub2c8\ub2e4. \ub3c5\uc77c\uc758 \uc218\uc18c \uac00\uc18d\ud654\ubc95\uc740 2030\ub144\uae4c\uc9c0 \uc5f0\uac04 1\ucc9c\ub9cc \ud1a4\uc758 \uc218\uc18c \uc218\uc694\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \uc554\ubaa8\ub2c8\uc544 \uc218\uc785\uc744 \uc9c0\uc815\ud558\uace0 \uc788\uc73c\uba70, \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \ub2e4\uad6d\uc801 \uacf5\uae09 \ud611\uc815\uc744 \uccb4\uacb0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad6d\uc81c\uc5d0\ub108\uc9c0\uae30\uad6c(IEA)\ub294 \uc554\ubaa8\ub2c8\uc544\uac00 21\uc138\uae30 \uc911\ubc18\uae4c\uc9c0 \uc804 \uc138\uacc4 \uc218\uc18c \uac70\ub798\ub7c9\uc758 45%\ub97c \uc6b4\ubc18\ud560 \uac83\uc73c\ub85c \uc608\uce21\ud569\ub2c8\ub2e4. \ucc28\uc138\ub300 \ud06c\ub798\ud0b9 \uc7a5\uce58\ub294 15% \ubbf8\ub9cc\uc758 \uc5d0\ub108\uc9c0 \uc190\uc2e4\ub85c 99.9%\uc758 \uc218\uc18c\ub97c \ud68c\uc218\ud558\uc5ec \ud6a8\uc728\uc131 \uaca9\ucc28\ub97c \uc881\ud788\uace0 \uc788\uc2b5\ub2c8\ub2e4. thyssenkrupp Uhde \ubc0f Topsoe\uc640 \uac19\uc740 \uae30\uc220 \ub77c\uc774\uc120\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub294 \ud638\uc8fc, \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, \uc720\ub7fd \uc804\uc5ed\uc5d0 \uac78\uccd0 \ud1b5\ud569 \uc554\ubaa8\ub2c8\uc544-\uc218\uc18c \ud50c\ub79c\ud2b8 \uc8fc\ubb38\uc744 \ubcf4\uace0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc2dc\ub108\uc9c0\ub294 \ud65c\uc6a9\ub960\uc744 \ub192\uc5ec \ud504\ub85c\uc81d\ud2b8\uc758 \uc0ac\uc5c5\uc131\uc744 \uac1c\uc120\ud558\uace0 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5 \uc131\uc7a5 \uace1\uc120\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>4.  \uce5c\ud658\uacbd \ubc0f \uc800\ud0c4\uc18c \ube44\ub8cc \uc870\ub2ec \uc99d\uac00 (CAGR \uc601\ud5a5 +12.80%, \ub2e8\uae30\uc801 \uc601\ud5a5): \uc2dd\ud488 \uac00\uacf5\uc5c5\uccb4\uc640 \uc18c\ub9e4\uc5c5\uccb4\ub294 \uae30\ud6c4 \uce5c\ud654\uc801\uc778 \uc870\ub2ec \uc694\uac74\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. EU\uc758 \ube44\uc0dd\ubb3c\ud559\uc801 \uc7ac\uc0dd \uc5f0\ub8cc(RFNBO) \uaddc\uc815\uc740 70%\uc758 \uc218\uba85 \uc8fc\uae30 \ubc30\ucd9c\ub7c9 \uac10\ucd95\uc744 \ub2ec\uc131\ud558\ub294 \ube44\ub8cc\uc5d0 \ud504\ub9ac\ubbf8\uc5c4 \ud06c\ub808\ub527\uc744 \ubd80\uc5ec\ud558\uc5ec \uc7a5\uae30 \uad6c\ub9e4 \uacc4\uc57d\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4. \ubd81\ubbf8 \ud611\ub3d9\uc870\ud569\uc740 \ud0c4\uc18c \uad00\ub828 \ube44\ub8cc \ube44\uc6a9 \uc0c1\uc2b9\uc744 \ud5e4\uc9c0\ud558\uae30 \uc704\ud574 10~15\ub144 \uacf5\uae09 \uacc4\uc57d\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub2c8\ub808\ubc84(Unilever)\uc640 \uac19\uc740 \uc18c\ube44\uc7ac \uc120\ub450 \uae30\uc5c5\uc740 \uacf5\uae09\uc5c5\uccb4 \ud3c9\uac00\ud45c\uc5d0 \uc2a4\ucf54\ud504 3(Scope 3) \ubaa9\ud45c\ub97c \ud1b5\ud569\ud558\uc5ec \uc778\uc99d\ub41c \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub374\ub9c8\ud06c\uc640 \ub124\ub35c\ub780\ub4dc \uc815\ubd80\ub294 \uad6d\uc601 \ub18d\uc7a5\uc5d0 \uce5c\ud658\uacbd \ube44\ub8cc \ud560\ub2f9\ub7c9\uc744 \ub3c4\uc785\ud558\uc5ec \uc815\ucc45 \uc8fc\ub3c4 \uc2dc\uc7a5 \ud615\uc131\uc744 \ubcf4\uc5ec\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubc1c\uc804\uc740 \uc218\uc775 \uac00\uc2dc\uc131\uc744 \uac1c\uc120\ud558\uace0 \uac70\ub798 \uc0c1\ub300\ubc29 \uc704\ud5d8\uc744 \ub0ae\ucd94\uba70 \ub354 \ub9ce\uc740 \uae08\uc735 \uae30\uad00\uc744 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc0b0\uc5c5\uc73c\ub85c \ub04c\uc5b4\ub4e4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5.  \ubc1c\uc804 \ubc0f \uc804\ub825\ub9dd \uc548\uc815\uc131\uc5d0\uc11c\uc758 \uc0ac\uc6a9 \uc99d\uac00 (CAGR \uc601\ud5a5 +14.20%, \uc7a5\uae30\uc801 \uc601\ud5a5): \uc77c\ubcf8\uc758 \ubc1c\uc804\uc18c\uc5d0\uc11c \ucd5c\ub300 20%\uc758 \uc554\ubaa8\ub2c8\uc544 \ud63c\uc18c \uc2dc\ud5d8\uc740 \ubc1c\uc804 \ubd80\ubb38\uc5d0\uc11c\uc758 \uc218\uc694\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774\ub294 \ubc1c\uc804\uc18c \ubd80\ud558\uc728\uc744 \ub192\uc774\uace0 \ub2e8\uc704\ub2f9 \ube44\uc6a9\uc744 \uc808\uac10\ud558\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d (Restraints):<\/p>\n<p>1.  \uc804\ud574\uc870 \ubc0f \ud558\ubc84-\ubcf4\uc26c(Haber-Bosch) \uac1c\uc870\ub97c \uc704\ud55c \ub192\uc740 \uc790\ubcf8 \uc694\uad6c \uc0ac\ud56d (CAGR \uc601\ud5a5 -12.40%, \uc911\uae30\uc801 \uc601\ud5a5): \uc54c\uce7c\ub77c\uc778 \uc804\ud574\uc870\ub294 kW\ub2f9 800~1,200\ub2ec\ub7ec\ub85c \ucd1d \uc124\uce58 \ube44\uc6a9\uc758 \uc808\ubc18\uc744 \ucc28\uc9c0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5f0\uac04 1\ubc31\ub9cc \ud1a4 \uaddc\ubaa8\uc758 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \ub2e8\uc9c0\ub294 500~1,000MW\uc758 \uc804\ud574\uc870\ub97c \ud544\uc694\ub85c \ud558\uba70, \uc774\ub294 \ud558\ubc84-\ubcf4\uc26c \ud569\uc131 \ubc0f \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ubc1c\uc804 \uc790\uc0b0\uc744 \ucd94\uac00\ud558\uae30 \uc804\uc5d0\ub3c4 4\uc5b5~12\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\ub294 \ube44\uc6a9\uc785\ub2c8\ub2e4. \uc9c0\uc18d\uc801\uc778 \uc554\ubaa8\ub2c8\uc544 \uc0dd\uc0b0\uc744 \uc704\ud574\uc11c\ub294 \uc548\uc815\uc801\uc778 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc804\ub825 \ub610\ub294 \ubc30\ud130\ub9ac \ubc84\ud37c \uc2dc\uc2a4\ud15c\uc774 \ud544\uc694\ud558\uba70, \uc774\ub294 \uc790\ubcf8 \uc9c0\ucd9c\uc744 10~15% \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ub0b8\uc2f1\uc740 15~25\ub144\uc758 \uc804\ub825 \uad6c\ub9e4 \ubc0f \uad6c\ub9e4 \uacc4\uc57d\uc5d0 \uc758\uc874\ud558\ub294\ub370, \uc774\ub294 \uc2e0\ud765 \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc5ec\uc804\ud788 \ub4dc\ubb38 \uad6c\uc870\uc785\ub2c8\ub2e4. \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ubc0f \uc720\ub7fd \ud601\uc2e0 \uae30\uae08\uacfc \uac19\uc740 \uc778\uc13c\ud2f0\ube0c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \ub192\uc740 \uae30\uc220 \uc704\ud5d8 \ud504\ub9ac\ubbf8\uc5c4\uc740 \uade0\ub4f1\ud654 \ube44\uc6a9\uc744 \ud06c\uac8c \uc99d\uac00\uc2dc\ucf1c \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815 \uc9c0\uc5f0\uc744 \ucd08\ub798\ud558\uba70 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc5d0 \uc0c1\ub2f9\ud55c \ub3c4\uc804 \uacfc\uc81c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.  \ud574\uc0c1 \ubc99\ucee4\ub9c1\uc758 \uc548\uc804 \ubc0f \ub3c5\uc131 \ubb38\uc81c (CAGR \uc601\ud5a5 -8.70%, \uc7a5\uae30\uc801 \uc601\ud5a5): \uc554\ubaa8\ub2c8\uc544\uc758 \ubd80\uc2dd\uc131 \ubc0f \ub3c5\uc131 \ud2b9\uc131\uc73c\ub85c \uc778\ud574 \uc120\ubc15\uc5d0\ub294 \uc774\uc911\ubcbd \ubc30\uad00, \uc2a4\ud06c\ub7ec\ubc84, \ub204\ucd9c \uac10\uc9c0 \uc2dc\uc2a4\ud15c\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. IMO \uc7a0\uc815 \uc9c0\uce68\uc744 \uc900\uc218\ud558\uae30 \uc704\ud55c \uac1c\uc870 \ube44\uc6a9\uc740 \uc120\ubc15\ub2f9 500\ub9cc~1,000\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uc218 \uc788\uc73c\uba70, \ud56d\ub9cc \ubc99\ucee4\ub9c1 \ud130\ubbf8\ub110\uc740 \uc804\uc6a9 \uc800\uc7a5, \ud658\uae30 \ubc0f \ube44\uc0c1 \ub300\uc751 \uc778\ud504\ub77c\uc5d0 5\ucc9c\ub9cc~1\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\ucd9c\ud574\uc57c \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5f0\uc18c \uc911 \uc554\ubaa8\ub2c8\uc544 \uc2ac\ub9bd\uc740 \uc9c8\uc18c\uc0b0\ud654\ubb3c \ubc30\ucd9c\ub7c9\uc744 \uc99d\uac00\uc2dc\ucf1c \uc5d4\uc9c4 \uc790\ubcf8 \uc9c0\ucd9c\uc744 \ub192\uc774\ub294 \uc120\ud0dd\uc801 \ucd09\ub9e4 \ud658\uc6d0 \uc7a5\uce58\ub97c \uc758\ubb34\ud654\ud569\ub2c8\ub2e4. \ubcf4\ud5d8\uc0ac\ub4e4\uc740 \uacbd\ud5d8\uc801 \uc548\uc804 \ub370\uc774\ud130\uac00 \ucda9\ubd84\ud788 \ud655\ubcf4\ub420 \ub54c\uae4c\uc9c0 15~20%\uc758 \uc704\ud5d8 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubd80\uacfc\ud558\uba70, \uc2b9\ubb34\uc6d0 \uc778\uc99d \ud504\ub85c\uadf8\ub7a8\ub3c4 \uc544\uc9c1 \ubc1c\uc804 \uc911\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uc778\ub4e4\uc740 \uc120\ub2e8 \uc804\ud658 \uc18d\ub3c4\ub97c \ub2a6\ucd94\uace0 \ub2e8\uae30\uc801\uc778 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5 \uada4\ub3c4\uc5d0 \ud558\ubc29 \uc555\ub825\uc744 \uac00\ud569\ub2c8\ub2e4.<\/p>\n<p>3.  \ucc9c\uc5f0\uac00\uc2a4 \ubc0f \ud0c4\uc18c \ud3ec\uc9d1 \uc800\uc7a5(CCS) \ube44\uc6a9\uc774 \uc800\ub834\ud55c \uc9c0\uc5ed\uc5d0\uc11c\uc758 \ube14\ub8e8 \uc554\ubaa8\ub2c8\uc544 \ube44\uc6a9 \uacbd\uc7c1 (CAGR \uc601\ud5a5 -9.30%, \uc911\uae30\uc801 \uc601\ud5a5): \uc911\ub3d9, \ubd81\ubbf8, \ub7ec\uc2dc\uc544 \ub4f1 \ucc9c\uc5f0\uac00\uc2a4 \ubc0f CCS \uae30\uc220\uc774 \uc800\ub834\ud55c \uc9c0\uc5ed\uc5d0\uc11c\ub294 \ube14\ub8e8 \uc554\ubaa8\ub2c8\uc544\uac00 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544\uc5d0 \ube44\ud574 \ube44\uc6a9 \uacbd\uc7c1\ub825\uc744 \uac00\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5 \ud655\uc7a5\uc5d0 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p># \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4 \ubd84\uc11d<\/p>\n<p>\uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \ub18d\uc5c5 \ubd80\ubb38\uc740 2025\ub144 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 87.25%\ub97c \ucc28\uc9c0\ud558\uba70 \uc555\ub3c4\uc801\uc778 \uc6b0\uc704\ub97c \uc810\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 84.1%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uc5b4, \uc0c8\ub85c\uc6b4 \uc5d0\ub108\uc9c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 \ubd80\uc0c1\ud568\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ube44\ub8cc \uc218\uc694\uac00 \uc5ec\uc804\ud788 \uac00\uc7a5 \uc911\uc694\ud568\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc2dd\ub7c9 \ubd88\uc548\uc815 \uc9c0\uc5ed\uc740 \uc5d0\ub108\uc9c0 \ub3c5\ub9bd\uc801\uc778 \uc601\uc591 \uc194\ub8e8\uc158\uc744 \ubaa8\uc0c9\ud558\uace0 \uc788\uc73c\uba70, \ud1b5\ud569 \ubcf4\uc870\uae08 \uc81c\ub3c4\ub294 \ud604\uc9c0 \uc0dd\uc0b0 \uc790\uc0b0\uc758 \ud68c\uc218 \uae30\uac04\uc744 \ub2e8\ucd95\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud574\uc0c1 \uc5f0\ub8cc\ub294 \ud604\uc7ac \ubbf8\ubbf8\ud55c \uc218\uc900\uc774\uc9c0\ub9cc, \ud655\uc815\ub41c \uc120\ubc15 \uac74\uc870 \uc8fc\ubb38\uacfc \ubc99\ucee4\ub9c1 \ud130\ubbf8\ub110 \ubc1c\ud45c\ub294 2028\ub144\uae4c\uc9c0 \uc804\ud658\uc810\uc744 \ub9de\uc774\ud560 \uac83\uc784\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uc758 \ubc1c\uc804 \ubd80\ubb38\uc5d0\uc11c \uc5f4 \ubc1c\uc804\uc18c\uc5d0 \ucd5c\ub300 20%\uc758 \uc554\ubaa8\ub2c8\uc544\ub97c \ud63c\uc18c\ud558\ub294 \uc2dc\ud5d8\uc740 \ubc1c\uc804\uc18c \ubd80\ud558\uc728\uc744 \ub192\uc774\uace0 \ub2e8\uc704\ub2f9 \ube44\uc6a9\uc744 \uc808\uac10\ud558\ub294 \uad50\ucc28 \uc218\uc694\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ub3c5\uc77c\uacfc \ud55c\uad6d\uc758 \uc218\uc18c \uc218\uc785 \uc804\ub7b5\uc5d0 \ud798\uc785\uc740 \uc218\uc18c \uc6b4\ubc18\uccb4 \ubd80\ubb38\uc740 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ud56b\uc2a4\ud31f\uacfc \uc0b0\uc5c5 \uc18c\ube44 \uc13c\ud130 \uac04\uc758 \uc7a5\uac70\ub9ac \uc5f0\uacb0\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud654\ud559 \uc6d0\ub8cc \ubc0f \ucca0\uac15 \ud0c8\ud0c4\uc18c\ud654\ub294 \ud2c8\uc0c8\uc2dc\uc7a5\uc774\uc9c0\ub9cc \ud504\ub9ac\ubbf8\uc5c4 \uac00\uce58\ub97c \uc9c0\ub2cc \ubd84\uc57c\ub85c, \uc7a5\uae30\uc801\uc778 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ucc98\ub7fc \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544\ub294 \ub18d\uc5c5, \ud574\uc0c1 \uc6b4\uc1a1, \ubc1c\uc804, \uc218\uc18c \uc6b4\ubc18\uccb4, \uc0b0\uc5c5 \uc6d0\ub8cc \ub4f1 \uad11\ubc94\uc704\ud55c \ubd84\uc57c\uc5d0\uc11c \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \uc218\ud589\ud558\uba70 \uc804 \uc138\uacc4\uc801\uc778 \ud0c4\uc18c \uc911\ub9bd \ubaa9\ud45c \ub2ec\uc131\uc5d0 \uae30\uc5ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788, \uac01\uad6d \uc815\ubd80\uc758 \uac15\ub825\ud55c \ud0c8\ud0c4\uc18c\ud654 \uc815\ucc45\uacfc \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ubc1c\uc804 \ube44\uc6a9 \ud558\ub77d\uc740 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc0dd\uc0b0 \ubc0f \ud65c\uc6a9\uc744 \ub354\uc6b1 \uac00\uc18d\ud654\ud558\ub294 \uc8fc\uc694 \ub3d9\ub825\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4. \uae30\uc220 \ubc1c\uc804\uacfc \uaddc\ubaa8\uc758 \uacbd\uc81c \uc2e4\ud604\uc744 \ud1b5\ud574 \uc0dd\uc0b0 \ube44\uc6a9\uc774 \uc810\ucc28 \ub0ae\uc544\uc9c4\ub2e4\uba74, \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544\ub294 \ub354\uc6b1 \uacbd\uc7c1\ub825 \uc788\ub294 \uce5c\ud658\uacbd \uc5d0\ub108\uc9c0 \uc194\ub8e8\uc158\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544\ub294 \uc218\uc804\ud574 \uc218\uc18c\uc640 \ub300\uccb4 \uc5d0\ub108\uc9c0\ub97c \ud65c\uc6a9\ud558\uc5ec \uc0dd\uc0b0\ub418\uba70, \uace0\ud6a8\uc728, \ub0ae\uc740 \uc720\uc9c0\ubcf4\uc218 \ube44\uc6a9, \uadf8\ub9ac\uace0 \uc774\uc0b0\ud654\ud0c4\uc18c \ubc30\ucd9c\uc774 \uc5c6\ub294 \uce5c\ud658\uacbd\uc801\uc778 \ud2b9\uc131\uc744 \uac00\uc9d1\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 78.35%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70, 2026\ub144 0.48\ubc31\ub9cc \ud1a4\uc5d0\uc11c 2031\ub144 8.69\ubc31\ub9cc \ud1a4\uc73c\ub85c \ud06c\uac8c \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2025\ub144 \uae30\uc900, \ub18d\uc5c5 \ubd80\ubb38\uc774 \uc804\uccb4 \uc218\uc694\uc758 87.25%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc73c\uba70, \uac1c\ubc1c\ub3c4\uc0c1\uad6d\uc758 \uc2dd\ub7c9 \uc548\ubcf4 \ud504\ub85c\uadf8\ub7a8\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 84.1%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc2dd\ub7c9 \ubd88\uc548\uc815 \uad6d\uac00\uc758 \ube44\ub8cc \uc218\uc694 \uc99d\uac00, \ud0c8\ud0c4\uc18c \uc815\ucc45\uc5d0 \ub530\ub978 \ud574\uc6b4 \ubd80\ubb38\uc758 \uce5c\ud658\uacbd \uc5f0\ub8cc \uc804\ud658 \uac00\uc18d\ud654, \uc218\uc18c \uc6b4\ubc18\uccb4\ub85c\uc11c \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc218\uc694 \uc99d\ub300, \uadf8\ub9b0 \ubc0f \uc800\ud0c4\uc18c \ube44\ub8cc \uc870\ub2ec \ud655\ub300, \uadf8\ub9ac\uace0 \ubc1c\uc804 \ubc0f \uc804\ub825\ub9dd \uc548\uc815\ud654\uc5d0\uc11c\uc758 \ud65c\uc6a9 \uc99d\uac00 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544\ub294 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uc640 \uae30\uc874 \uae00\ub85c\ubc8c \ucde8\uae09 \uc778\ud504\ub77c\ub97c \ubc14\ud0d5\uc73c\ub85c \uc7a5\uac70\ub9ac \uc218\uc18c \uc6b4\uc1a1\uc5d0 \uc120\ud638\ub418\ub294 \uc6b4\ubc18\uccb4\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc73c\uba70, \uad6d\uc81c\uc5d0\ub108\uc9c0\uae30\uad6c(IEA)\ub294 2050\ub144\uae4c\uc9c0 \uac70\ub798\ub418\ub294 \uc218\uc18c\uc758 45%\ub97c \uc554\ubaa8\ub2c8\uc544\uac00 \uc6b4\ubc18\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uace0 \uc788\uc2b5\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 \uc218\uc804\ud574 \uc124\ube44 \ubc0f \ud558\ubc84-\ubcf4\uc26c \uacf5\uc815 \uac1c\uc870\uc5d0 \ud544\uc694\ud55c \ub192\uc740 \ucd08\uae30 \uc790\ubcf8 \ud22c\uc790, \ud574\uc0c1 \ubc99\ucee4\ub9c1 \uc2dc \uc548\uc804 \ubc0f \ub3c5\uc131 \uad00\ub828 \ubb38\uc81c, \uadf8\ub9ac\uace0 \ucc9c\uc5f0\uac00\uc2a4 \ubc0f \ud0c4\uc18c \ud3ec\uc9d1 \uc800\uc7a5(CCS) \ube44\uc6a9\uc774 \uc800\ub834\ud55c \uc9c0\uc5ed\uc5d0\uc11c \ube14\ub8e8 \uc554\ubaa8\ub2c8\uc544\uc640\uc758 \uac00\uaca9 \uacbd\uc7c1 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc560\ud50c\ub9ac\ucf00\uc774\uc158:<br \/>\n\uc2dc\uc7a5\uc740 \ub18d\uc5c5, \ud574\uc591 \uc5f0\ub8cc, \ubc1c\uc804, \uc218\uc18c \uc6b4\ubc18\uccb4 \ubc0f \uae30\ud0c0 \uc0b0\uc5c5 \uc6d0\ub8cc \ub4f1\uc73c\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4. \ub18d\uc5c5 \ubd80\ubb38\uc774 \ud604\uc7ac \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uba70, \ud574\uc591 \uc5f0\ub8cc\ub294 \ud0c8\ud0c4\uc18c\ud654 \ub178\ub825\uc5d0 \ub530\ub77c, \ubc1c\uc804\uc740 \uc804\ub825\ub9dd \uc548\uc815\ud654\uc5d0 \uae30\uc5ec\ud558\uba70, \uc218\uc18c \uc6b4\ubc18\uccb4\ub294 \ubbf8\ub798 \uc218\uc18c \uacbd\uc81c\uc758 \ud575\uc2ec \uc694\uc18c\ub85c \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d:<br \/>\n\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc720\ub7fd\uc774 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 35.35%\ub97c \uae30\ub85d\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc73c\uba70, 84.9%\uc758 \uac00\uc7a5 \ub192\uc740 \uc9c0\uc5ed\ubcc4 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc720\ub7fd\uc758 \ud0c4\uc18c \uac00\uaca9 \ucc45\uc815, \uc7ac\uc0dd \uc5f0\ub8cc \uc758\ubb34\ud654, \uadf8\ub9ac\uace0 \uc218\uc785 \ud130\ubbf8\ub110 \ud22c\uc790 \ub4f1\uc774 \ubcf5\ud569\uc801\uc73c\ub85c \uc791\uc6a9\ud55c \uacb0\uacfc\uc785\ub2c8\ub2e4. \uc774 \uc678\uc5d0\ub3c4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(\uc911\uad6d, \uc77c\ubcf8, \uc778\ub3c4, \ud55c\uad6d \ub4f1), \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4 \ub4f1), \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc774 \uc0c1\uc138\ud558\uac8c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uacbd\uc7c1 \ud658\uacbd\uc5d0\uc11c\ub294 Yara, CF Industries Holdings Inc., Fertiglobe, Air Products and Chemicals Inc., Nel \ub4f1 \ud1b5\ud569 \uc0dd\uc0b0\uc790\ub4e4\uc774 \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ud504\ub77c\uc778\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubcf4\uace0\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 \ubd84\uc11d, \uadf8\ub9ac\uace0 \uac01 \uae30\uc5c5\uc758 \ud504\ub85c\ud544(\uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ud3ec\ud568)\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694\uc5d0 \ub300\ud55c \ud3c9\uac00\uc640 \ud568\uaed8, \uc800\ub834\ud55c \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc0dd\uc0b0\uc744 \uc704\ud55c \uc5f0\uad6c \uac1c\ubc1c \uc99d\uac00\ub97c \uc8fc\uc694 \uc2dc\uc7a5 \uae30\ud68c\ub85c \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c \uad6c\uc131:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc5f0\uad6c \ubc29\ubc95\ub860, \uc2dc\uc7a5 \uac1c\uc694, \uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \uc81c\uc57d, \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, Porter\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d, \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubc0f \uc9c0\uc5ed\ubcc4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd \ub4f1 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \uc815\ubcf4\ub97c \ub2f4\uace0 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