{"id":38667,"date":"2026-02-12T05:54:29","date_gmt":"2026-02-12T05:54:29","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/christmas-tree-market-mordor\/"},"modified":"2026-10-02T12:13:33","modified_gmt":"2026-10-02T03:13:33","slug":"christmas-tree-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/christmas-tree-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \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\/christmas-tree-market-1750774810694-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\/christmas-tree-market-size-image-1767807690884.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 &amp; \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 \uc2ec\ud574 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID) \uc7ac\uac1c\ub85c \ud2b8\ub9ac \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \ud574\uc800 \ud558\ub4dc\uc6e8\uc5b4 \ubc0f AI \uae30\ubc18 \uc81c\uc5b4 \ud1b5\ud569<\/li>\n<li class=\"toc-level-3\">4.2.3 \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74\uc758 \ucd08\uc2ec\ud574 \uc5fc\ud558\uce35 \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ud504\ub77c\uc778<\/li>\n<li class=\"toc-level-3\">4.2.4 CCS \ubc0f \ud574\uc800 \uc5f0\uacb0\uc744 \ud1b5\ud55c \uae30\uc874 \uc720\uc815 \uc7ac\ud65c\uc6a9<\/li>\n<li class=\"toc-level-3\">4.2.5 \ud45c\uc900\ud654\ub41c \ubaa8\ub4c8\ud615 &#8220;\ud558\uc774\ube0c\ub9ac\ub4dc&#8221; \ud2b8\ub9ac \uc124\uacc4\ub85c CAPEX \uc808\uac10<\/li>\n<li class=\"toc-level-3\">4.2.6 \uad6d\uc601 \uc11d\uc720 \ud68c\uc0ac\uc758 \ud604\uc9c0 \ucf58\ud150\uce20 \uc758\ubb34\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 \uace0\ud488\uc9c8 \ub2e8\uc870\ud488 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.2 \ubc30\ub7f4\ub2f9 15\ub2ec\ub7ec \uc774\uc0c1 \ubcc0\ub3d9\ud558\ub294 \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9 \ubcc0\ub3d9\uc774 \uc7a5\uae30 \uc0ac\uc774\ud074 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID)\uc744 \uc800\ud574<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc2a4\ucf54\ud504-1 \ubc30\ucd9c\ub7c9\uc5d0 \ub300\ud55c \ud22c\uc790\uc790 \uac10\uc2dc \uac15\ud654<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc81c\ud55c\ub41c \uc2dc\ucd94 \uc7a5\ube44 \uac00\uc6a9\uc131\uc73c\ub85c \uc77c\uc77c \uc694\uae08 \uc778\uc0c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \uc2dc\ucd94 \uc7a5\ube44 \uc218 \ubc0f CAPEX \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.8 \ube0c\ub80c\ud2b8\uc720 \ubc0f \ud5e8\ub9ac \ud5c8\ube0c \uac00\uaca9 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.9 \uc5c5\uc2a4\ud2b8\ub9bc \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ud504\ub77c\uc778 \ucd94\uc801\uae30<\/li>\n<li class=\"toc-level-2\">4.10 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.10.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.10.2 \uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.10.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.10.4 \ub300\uccb4 \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.10.5 \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<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc218\ud3c9\ud615 \ud2b8\ub9ac<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc218\uc9c1\ud615 \ud2b8\ub9ac<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ubc30\uce58 \uc704\uce58\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc721\uc0c1<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud574\uc0c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc218\uc2ec\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc595\uc740 \uc218\uc2ec (300m \ubbf8\ub9cc)<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc2ec\ud574 (300m ~ 1500m)<\/li>\n<li class=\"toc-level-3\">5.3.3 \ucd08\uc2ec\ud574 (1500m \ucd08\uacfc)<\/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 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.2.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/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 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.5.4 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.5 \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 (M&#038;A, \ud30c\ud2b8\ub108\uc2ed, PPA)<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d (\uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728)<\/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, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 TechnipFMC PLC<\/li>\n<li class=\"toc-level-3\">6.4.2 SLB (OneSubsea &#038; Cameron)<\/li>\n<li class=\"toc-level-3\">6.4.3 Baker Hughes Company<\/li>\n<li class=\"toc-level-3\">6.4.4 Aker Solutions ASA<\/li>\n<li class=\"toc-level-3\">6.4.5 Dril-Quip Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Halliburton Company<\/li>\n<li class=\"toc-level-3\">6.4.7 NOV Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 Weatherford International plc<\/li>\n<li class=\"toc-level-3\">6.4.9 Yantai Jereh Petroleum Equipment<\/li>\n<li class=\"toc-level-3\">6.4.10 Worldwide Oilfield Machine<\/li>\n<li class=\"toc-level-3\">6.4.11 Shengji Group<\/li>\n<li class=\"toc-level-3\">6.4.12 Oceaneering International<\/li>\n<li class=\"toc-level-3\">6.4.13 Expro Group<\/li>\n<li class=\"toc-level-3\">6.4.14 Forum Energy Technologies<\/li>\n<li class=\"toc-level-3\">6.4.15 Kongsberg Gruppen ASA<\/li>\n<li class=\"toc-level-3\">6.4.16 Siemens Energy AG<\/li>\n<li class=\"toc-level-3\">6.4.17 ABB Ltd (\uc555\ub825 \uc81c\uc5b4)<\/li>\n<li class=\"toc-level-3\">6.4.18 INTERA Ltd<\/li>\n<li class=\"toc-level-3\">6.4.19 GE Vernova (\uad6c GE Oil &#038; Gas \uc790\uc0b0)<\/li>\n<li class=\"toc-level-3\">6.4.20 Plexus Holdings plc<\/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>\ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8, \uc131\uc7a5, \uc810\uc720\uc728 \ubc0f \ub3d9\ud5a5 2031\ub144 \uc804\ub9dd<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc9c0\ud45c<\/p>\n<p>\ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc2dc\uc7a5\uc740 2025\ub144 63.2\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 65.9\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 81.2\uc5b5 \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uc5ec 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 4.27%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774 \uc2dc\uc7a5\uc740 \uc2ec\ud574 \ubc0f \ucd08\uc2ec\ud574 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID)\uc758 \uc0c8\ub85c\uc6b4 \ubb3c\uacb0, AI \uae30\ubc18 \uc218\uc911 \uc81c\uc5b4 \uc2dc\uc2a4\ud15c\uc758 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd, \ubaa8\ub4c8\ud615 \ud558\uc774\ube0c\ub9ac\ub4dc \ud2b8\ub9ac \uc124\uacc4\uc758 \uc810\uc9c4\uc801\uc778 \ud45c\uc900\ud654\uc5d0 \ud798\uc785\uc5b4 \uafb8\uc900\ud55c \uc218\uc694\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc6b4\uc601\uc0ac\ub4e4\uc740 20,000psi \uc2dc\uc2a4\ud15c\uc774 \ud55c\ub54c \ube44\uacbd\uc81c\uc801\uc774\ub77c\uace0 \uc5ec\uaca8\uc84c\ub358 \uc790\uc6d0\uc744 \ud65c\uc6a9\ud560 \uc218 \uc788\uac8c \ud558\ub294 \uace0\uc555 \uc720\uc815\uc73c\ub85c \uc790\ubcf8\uc744 \uc7ac\ubc30\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0, \ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5(CCS) \ud504\ub85c\uc81d\ud2b8\uc758 \uc99d\uac00\ub294 \ud2b8\ub9ac \uae30\uc220\uc758 \uc801\uc6a9 \ubc94\uc704\ub97c \ud655\uc7a5\ud558\uc5ec \uae30\uc874 \uc720\uc815\uc744 \ud0c4\ud654\uc218\uc18c \ubc0f CO\u2082 \uc8fc\uc785 \uc790\uc0b0\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac15\ub3c4 \ub2e8\uc870\ud488\uc758 \uacf5\uae09\ub9dd \ub9c8\ucc30\uacfc \ubc30\ub7f4\ub2f9 15\ub2ec\ub7ec \uc774\uc0c1\uc758 \uc720\uac00 \ubcc0\ub3d9\uc740 \uc5ec\uc804\ud788 \uac00\uc7a5 \ud070 \uc5ed\ud48d\uc73c\ub85c \uc791\uc6a9\ud558\uc9c0\ub9cc, \uc218\uc911 \uc5f0\uacc4(subsea tie-backs) \ubc0f \ube0c\ub77c\uc6b4\ud544\ub4dc \ucd5c\uc801\ud654\ub85c\uc758 \uadfc\ubcf8\uc801\uc778 \uc804\ud658\uc740 \ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc2dc\uc7a5\uc744 \uad11\ubc94\uc704\ud55c \uc5d0\ub108\uc9c0 \uc8fc\uae30 \ubcc0\ub3d9\uc131\uc73c\ub85c\ubd80\ud130 \ubcf4\ud638\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 2. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   \uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID)\uc758 \ubd80\ud65c (CAGR \uc601\ud5a5 +1.20%): 2024\ub144 BP\uc758 Kaskida(50\uc5b5 \ub2ec\ub7ec), TotalEnergies\uc758 \uc218\ub9ac\ub0a8 GranMorgu(105\uc5b5 \ub2ec\ub7ec), Shell\uc758 \ube0c\ub77c\uc9c8 Gato do Mato \ub4f1 \uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815\uc774 \uac00\uc18d\ud654\ub418\uba74\uc11c \ud5a5\ud6c4 5\ub144\uac04 200\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \uc790\ubcf8\uc774 \uc218\uc911 \ud558\ub4dc\uc6e8\uc5b4\uc5d0 \ud22c\uc785\ub420 \uc608\uc815\uc785\ub2c8\ub2e4. \ud2b9\ud788 20 ksi(\ud0ac\ub85c\ud30c\uc6b4\ub4dc\/\uc81c\uacf1\uc778\uce58) \uc2dc\uc2a4\ud15c \ucc44\ud0dd\uc740 \uace0\uc0ac\uc591 \ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac\uc5d0 \ub300\ud55c \ub2e4\ub144\uac04\uc758 \uc8fc\ubb38 \ud30c\uc774\ud504\ub77c\uc778\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uba55\uc2dc\ucf54\ub9cc, \ube0c\ub77c\uc9c8 \uc0b0\ud1a0\uc2a4 \ubd84\uc9c0, \uc11c\uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc5d0\uc11c \uc911\uae30\uc801\uc73c\ub85c \uc911\uc694\ud55c \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uc218\uc911 \ud558\ub4dc\uc6e8\uc5b4 \ubc0f AI \uae30\ubc18 \uc81c\uc5b4 \uc2dc\uc2a4\ud15c \ud1b5\ud569 (CAGR \uc601\ud5a5 +0.80%): \uc778\uacf5\uc9c0\ub2a5 \ud50c\ub7ab\ud3fc\uc740 \ubc38\ube0c \uc704\uce58, \uc720\ub7c9, \uc555\ub825 \uc774\uc0c1\uc744 \uc2e4\uc2dc\uac04\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1\ud558\uc5ec \uc608\uce21 \uc720\uc9c0\ubcf4\uc218\ub97c \ud1b5\ud574 \uc608\uae30\uce58 \uc54a\uc740 \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04\uc744 \uc904\uc785\ub2c8\ub2e4. ADNOC\uc740 2023\ub144\uc5d0 AI\ub97c \ud1b5\ud574 5\uc5b5 \ub2ec\ub7ec\uc758 \uac00\uce58\ub97c \ucc3d\ucd9c\ud558\uace0 CO\u2082 \ubc30\ucd9c\ub7c9\uc744 \uc904\uc600\uc2b5\ub2c8\ub2e4. \uc5c4\ube4c\ub9ac\uceec(umbilical)\uc774 \uc5c6\ub294 \uc81c\uc5b4 \ubc29\uc2dd\uc740 \uae30\uc874 \uc5c4\ube4c\ub9ac\uceec\uc774 \ube44\uc6a9\uc774 \ub9ce\uc774 \ub4dc\ub294 \ucd08\uc2ec\ud574 \ud658\uacbd\uc5d0\uc11c \uc790\ubcf8 \uc9c0\ucd9c\uc744 \ub354\uc6b1 \uc808\uac10\ud569\ub2c8\ub2e4. \uc6d0\uaca9 \uc6b4\uc601 \uc13c\ud130\ub294 \uc5ec\ub7ec \uc720\uc815\uc744 \uac10\ub3c5\ud558\uc5ec \ud574\uc0c1 \uc778\ub825 \uc218\uc694\ub97c \uc904\uc774\uace0 \uc548\uc804\uc131\uc744 \ub192\uc785\ub2c8\ub2e4. \uba38\uc2e0\ub7ec\ub2dd \uc54c\uace0\ub9ac\uc998\uc740 \ucd08\ud06c \ubc38\ube0c \uc870\uc815\uc744 \uc815\ubc00\ud654\ud558\uc5ec \uc800\uc218\uc9c0 \ucd94\ucd9c\uc744 \uadf9\ub300\ud654\ud558\uace0 \uc7a5\ube44 \uc218\uba85\uc744 \uc5f0\uc7a5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c AI \uae30\ubc18 \ud2b8\ub9ac\ub294 \uadf9\ud55c\uc758 \uae4a\uc774\ub098 \uae30\uc0c1 \uc870\uac74\uc73c\ub85c \uc778\ud574 \uc218\ub3d9 \uac1c\uc785\uc774 \uc5b4\ub824\uc6b4 \uc0c8\ub85c\uc6b4 \ud574\uc0c1 \uac1c\ubc1c\uc758 \ud575\uc2ec \uc778\ud504\ub77c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\uc220 \ud5c8\ube0c\uc5d0\uc11c \uc7a5\uae30\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74\uc758 \ucd08\uc2ec\ud574 \uc5fc\ud558\uce35 \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ud504\ub77c\uc778 (CAGR \uc601\ud5a5 +0.90%): Petrobras\ub294 2028\ub144\uae4c\uc9c0 280\uac1c\uc758 \uc2e0\uaddc \uc720\uc815\uc744 \uacc4\ud68d\ud558\uace0 \uc788\uc73c\uba70, \uac01\uac01 \uc77c\uc77c 225,000 \ubc30\ub7f4\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 P-84 \ubc0f P-85 FPSO(\ubd80\uc720\uc2dd \uc6d0\uc720 \uc0dd\uc0b0\u00b7\uc800\uc7a5\u00b7\ud558\uc5ed \uc124\ube44) \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4. \uc5fc\ud558\uce35\uc758 \ub192\uc740 CO\u2082 \ud568\ub7c9\uc740 \ub0b4\uc2dd\uc131 \ud569\uae08 \ubc0f \uace0\uae09 \ubc00\ubd09 \uae30\uc220\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 \uc7ac\ub8cc \uacfc\ud559 \ud601\uc2e0\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. \uc544\ub974\ud5e8\ud2f0\ub098\uc758 Vaca Muerta \ud574\uc0c1 \ud655\uc7a5\uacfc \ucf5c\ub86c\ube44\uc544\uc758 \uce74\ub9ac\ube0c\ud574 \uc9c0\uc5ed\uc740 \uc7a5\uae30\uc801\uc778 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \ub354\ud558\uace0 \uc788\uc9c0\ub9cc, \ube0c\ub77c\uc9c8\uc774 \uc5ec\uc804\ud788 \ud575\uc2ec \uc2dc\uc7a5\uc785\ub2c8\ub2e4. 20~25%\uc758 \uad6d\ub0b4 \uc870\ub2ec\uc744 \uc694\uad6c\ud558\ub294 \ud604\uc9c0 \ucf58\ud150\uce20 \uaddc\uc815\uc740 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \ud569\uc791 \ud22c\uc790\ub97c \ud615\uc131\ud558\uac70\ub098 \uae30\uc220 \ub77c\uc774\uc120\uc2a4\ub97c \ucde8\ub4dd\ud558\ub3c4\ub85d \uac15\uc81c\ud558\uc5ec \ub0a8\ubbf8 \uc9c0\uc5ed\uc758 \uacf5\uae09\ub9dd\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc911\uae30\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   CCS \ubc0f \uc218\uc911 \uc5f0\uacc4\ub97c \ud1b5\ud55c \uae30\uc874 \uc720\uc815 \uc7ac\ud65c\uc6a9 (CAGR \uc601\ud5a5 +0.50%): Equinor\uc758 Northern Lights \ud504\ub85c\uc81d\ud2b8\ub294 \uc804\uc6a9 CO\u2082 \uc8fc\uc785 \ud2b8\ub9ac\uac00 \uacf5\uc720 \uc778\ud504\ub77c\uc5d0\uc11c \ud0c4\ud654\uc218\uc18c \uc0dd\uc0b0\uacfc \uacf5\uc874\ud560 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ucd08\uc784\uacc4 CO\u2082 \ud3fc \uae30\uc220\uc740 \ud0c4\uc18c \uc800\uc7a5\uacfc \ub3d9\uc2dc\uc5d0 \uc11d\uc720 \ud68c\uc218\ub97c \uac1c\uc120\ud558\uba70, \uc774\uc911 \ubaa9\uc801 \ubc38\ube0c \ube14\ub85d\uacfc \ud2b9\uc218 \uc5d8\ub77c\uc2a4\ud1a0\uba38\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \ube0c\ub77c\uc6b4\ud544\ub4dc \uc5f0\uacc4\ub294 \uadf8\ub9b0\ud544\ub4dc \uc790\ubcf8 \uc9c0\ucd9c\uc758 \uc77c\ubd80\ub9cc\uc73c\ub85c \uc720\uc804 \uc218\uba85\uc744 \uc5f0\uc7a5\ud558\uba70, \uc6b4\uc601\uc0ac\ub4e4\uc740 \uae30\uc874 \uc2dc\uc124\uc744 \uc7ac\uc0ac\uc6a9\ud558\uace0 \uae30\uc874 \ud2b8\ub9ac\ub97c 2\ucc28 \ub610\ub294 3\ucc28 \ud68c\uc218\ub97c \uc704\ud574 \uc7ac\uad6c\uc131\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud558\uc774\ube0c\ub9ac\ub4dc \ubc30\uce58\ub294 \uc5d0\ub108\uc9c0 \uc804\ud658 \uc758\uc81c\uc640 \uc5f0\uacc4\ub41c \uc0c8\ub85c\uc6b4 \uc218\uc775 \ucc44\ub110\uc744 \uac1c\ucc99\ud568\uc73c\ub85c\uc368 \ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc2dc\uc7a5\uc744 \uac15\ud654\ud569\ub2c8\ub2e4. \uc774\ub294 \ubd81\ud574, \uba55\uc2dc\ucf54\ub9cc \ubc0f \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc7a5\uae30\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   \ud45c\uc900\ud654\ub41c \ubaa8\ub4c8\ud615 &#8220;\ud558\uc774\ube0c\ub9ac\ub4dc&#8221; \ud2b8\ub9ac \uc124\uacc4\ub85c CAPEX \uc808\uac10 (CAGR \uc601\ud5a5 +0.70%): \ubaa8\ub4c8\ud615 \ud558\uc774\ube0c\ub9ac\ub4dc \ud2b8\ub9ac \uc124\uacc4\ub294 \uc790\ubcf8 \uc9c0\ucd9c(CAPEX)\uc744 \uc808\uac10\ud558\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4. \uc774\ub294 \ube0c\ub77c\uc9c8, \ub178\ub974\uc6e8\uc774, \uc601\uad6d \ubd81\ud574 \uc9c0\uc5ed\uc5d0\uc11c \ub2e8\uae30\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   \uad6d\uc601 \uc11d\uc720 \ud68c\uc0ac\uc758 \ud604\uc9c0 \ucf58\ud150\uce20 \uc758\ubb34\ud654 (CAGR \uc601\ud5a5 +0.40%): \uc911\ub3d9, \uc544\ud504\ub9ac\uce74, \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \uc9c0\uc5ed\uc5d0\uc11c \uad6d\uc601 \uc11d\uc720 \ud68c\uc0ac\ub4e4\uc774 \ud604\uc9c0 \ucf58\ud150\uce20 \uc758\ubb34\ud654\ub97c \uc2dc\ud589\ud558\uba74\uc11c \uc9c0\uc5ed \uacf5\uae09\ub9dd \ubc1c\uc804\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc911\uae30\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p># 3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \uace0\uac15\ub3c4 \ub2e8\uc870\ud488 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1 (CAGR \uc601\ud5a5 -0.60%): AerMet 100 \ub610\ub294 MP35N \ud569\uae08\uc73c\ub85c \uc81c\uc870\ub418\ub294 \ud575\uc2ec \ub2e8\uc870\ud488\uc740 12~18\uac1c\uc6d4\uc758 \uae34 \ub9ac\ub4dc \ud0c0\uc784\uc744 \uacaa\uace0 \uc788\uc73c\uba70, \uc18c\uc218\uc758 \uacf5\uc7a5\ub9cc\uc774 \ud544\uc694\ud55c \ube44\ud30c\uad34 \uac80\uc0ac \ud45c\uc900\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4. 20 ksi \ud558\ub4dc\uc6e8\uc5b4\uc758 \ubb3c\ub7c9 \uc99d\uac00\ub294 \ub2e8\uc870\ud488\uc774 \uc218\uc18c \uc720\ubc1c \uc751\ub825 \uade0\uc5f4 \uc5c6\uc774 \ucd08\uace0\uc555\uc744 \uacac\ub38c\uc57c \ud558\ubbc0\ub85c \uc774\ub7ec\ud55c \ubcd1\ubaa9 \ud604\uc0c1\uc744 \ub354\uc6b1 \uc2ec\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144 \ud574\uc0c1 EPC \uacc4\uc57d \uc218\uc8fc\uc561\uc774 520\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc5b4\uc11c\uba74\uc11c \ubd80\ud488 \uc218\uc694\uac00 \uc790\uaca9 \uc788\ub294 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd08\uacfc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc6b4\uc601\uc0ac\ub4e4\uc740 \uc7a5\uae30 \ub9ac\ub4dc \ud0c0\uc784 \ud488\ubaa9\uc744 \ub354 \uc77c\ucc0d \ud655\ubcf4\ud558\uc5ec \ud504\ub85c\uc81d\ud2b8 \uacc4\ud68d\uc758 \ubcf5\uc7a1\uc131\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c \ub2e8\uae30\uc801\uc778 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \ubc30\ub7f4\ub2f9 15\ub2ec\ub7ec \uc774\uc0c1\uc758 \uc720\uac00 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc7a5\uae30 FID \uc704\ucd95 (CAGR \uc601\ud5a5 -0.90%): 2024\ub144\uc5d0\uc11c 2026\ub144 \uc0ac\uc774\uc5d0 66\ub2ec\ub7ec\uc5d0\uc11c 81\ub2ec\ub7ec\ub85c \ubcc0\ub3d9\ud558\ub294 \uc720\uac00\ub294 \uc77c\ubc18\uc801\uc73c\ub85c 60~70\ub2ec\ub7ec\uc758 \uc190\uc775\ubd84\uae30\uc810\uc744 \uc694\uad6c\ud558\ub294 \uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8\uc758 \uacbd\uc81c\uc131\uc744 \ubd88\ud655\uc2e4\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. \uae08\ub9ac \ubd88\ud655\uc2e4\uc131\uacfc \ubbf8\ub798 \uc720\uac00 \ubcc0\ub3d9\uc131 \uac04\uc758 \uc5f0\uad00\uc131\uc5d0 \ub300\ud55c \uc5f0\uad6c\ub294 \uc774\uc0ac\ud68c \ucc28\uc6d0\uc758 \uc2e0\uc911\ud568\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. OPEC+\uc758 \uac10\uc0b0\uc774 \uc2dc\uc7a5 \uc548\uc815\ud654\ub97c \ubaa9\ud45c\ub85c \ud558\uc9c0\ub9cc, \uaddc\uc815 \uc900\uc218 \uc704\ud5d8\uc740 \uc5ec\uc804\ud788 \uc874\uc7ac\ud558\uc5ec \uc77c\ubd80 \uc6b4\uc601\uc0ac\ub4e4\uc774 FID\ub97c \uc5f0\uae30\ud558\uace0 \ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc2dc\uc7a5\uc758 \ub2e8\uae30 \uc8fc\ubb38\uc744 \uc904\uc774\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. \uc774\ub294 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc911\uae30\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   Scope-1 \ubc30\ucd9c\ub7c9\uc5d0 \ub300\ud55c \ud22c\uc790\uc790 \uac10\uc2dc \uac15\ud654 (CAGR \uc601\ud5a5 -0.40%): \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c Scope-1 \ubc30\ucd9c\ub7c9\uc5d0 \ub300\ud55c \ud22c\uc790\uc790 \uac10\uc2dc\uac00 \uac15\ud654\ub418\uba74\uc11c \uc2dc\uc7a5\uc5d0 \uc7a5\uae30\uc801\uc778 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uc81c\ud55c\ub41c \uc2dc\ucd94 \uc7a5\ube44 \uac00\uc6a9\uc131\uc73c\ub85c \uc778\ud55c \uc77c\uc77c \uc694\uae08 \uc778\uc0c1 (CAGR \uc601\ud5a5 -0.70%): \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc2dc\ucd94 \uc7a5\ube44 \uac00\uc6a9\uc131\uc774 \uc81c\ud55c\ub418\uc5b4 \uc77c\uc77c \uc694\uae08\uc774 \uc778\uc0c1\ub418\ub294 \uac83\uc740 \ub2e8\uae30\uc801\uc778 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p> 4.1. \uc720\ud615\ubcc4 \ubd84\uc11d: \uc218\uc9c1\ud615 \ud2b8\ub9ac\uc758 \uc9c0\ubc30\uc640 \uc218\ud3c9\ud615 \ud2b8\ub9ac\uc758 \ud601\uc2e0<\/p>\n<p>*   \uc218\uc9c1\ud615 \ud2b8\ub9ac: 2025\ub144 \ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 84.35%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5c5\uacc4\uc758 \uae30\ubcf8 \ud615\ud0dc\ub85c \uc790\ub9ac \uc7a1\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc874 \uc720\uc815\uacfc\uc758 \ud638\ud658\uc131\uacfc \uc218\uc2ed \ub144\uac04 \ucd95\uc801\ub41c \uc6b4\uc601 \ub370\uc774\ud130\uac00 \uafb8\uc900\ud55c \uc218\uc694\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. 2031\ub144\uae4c\uc9c0 \uc218\uc9c1\ud615 \uc2dc\uc2a4\ud15c \uc2dc\uc7a5 \uaddc\ubaa8\ub294 68.3\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc218\ud3c9\ud615 \ud2b8\ub9ac: ESP(\uc804\uae30 \uc218\uc911 \ud38c\ud504) \ud68c\uc218\uac00 \uc7a6\uc740 \uace0\uac1c\uc785 \uc720\uc815\uc5d0\uc11c \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uba70 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.85%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc218\ud3c9\ud615 \uad6c\uc131\uc740 \uaddc\ubaa8\ub294 \uc791\uc9c0\ub9cc, \ud55c\ub54c \uc218\uc9c1\ud615 \uc124\uacc4\uc5d0 \uad6d\ud55c\ub418\uc5c8\ub358 \uace0\uc555 \uc11c\ube44\uc2a4 \uc601\uc5ed\uc73c\ub85c \uc9c4\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud558\uc774\ube0c\ub9ac\ub4dc \uc544\ud0a4\ud14d\ucc98: OneSubsea\uc758 \ubaa8\ub178\ubcf4\uc5b4 \uc124\uacc4\uc640 \uac19\uc774 \uc218\uc9c1\ud615 \ud29c\ube59 \ud5e4\ub4dc \ud504\ub85c\ud30c\uc77c\uacfc \uc218\ud3c9\ud615 \ubc38\ube0c \ube14\ub85d\uc744 \uacb0\ud569\ud55c &#8216;\ud558\uc774\ube0c\ub9ac\ub4dc&#8217; \uc544\ud0a4\ud14d\ucc98\uc5d0 \ub300\ud55c \uc5f0\uad6c \uac1c\ubc1c\uc774 \uc9c4\ud589 \uc911\uc785\ub2c8\ub2e4. \uce21\uba74 \uc7a5\ucc29 \ubc38\ube0c\ub97c \ud1b5\ud569\ud55c \uc2a4\ud480 \ud2b8\ub9ac\ub294 \uc804\uccb4 \ud2b8\ub9ac \uc81c\uac70 \uc5c6\uc774 \uc791\uc5c5\uc774 \uac00\ub2a5\ud558\uba70, \uc804\ud1b5\uc801\uc778 \ud615\ud0dc\uc640 \uae30\uc220\uc801 \uad50\ub7c9 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ud604\uc7a5\uc5d0\uc11c \uc785\uc99d\ub41c \uc2e0\ub8b0\uc131\uacfc \uac1c\uc785 \ud6a8\uc728\uc131\uc758 \uc0c1\ud638 \uc791\uc6a9\uc740 \ub450 \uc124\uacc4 \ubaa8\ub450\uc758 \uad00\ub828\uc131\uc744 \uc720\uc9c0\ud558\uace0 \ucd5c\uc885 \uc0ac\uc6a9\uc790\uc5d0\uac8c \uc120\ud0dd\uc758 \ud3ed\uc744 \ub113\ud600\uc90d\ub2c8\ub2e4.<\/p>\n<p> 4.2. \ubc30\uce58 \uc704\uce58\ubcc4 \ubd84\uc11d: \uc721\uc0c1(Onshore)\uc758 \uc548\uc815\uc131\uacfc \ud574\uc0c1(Offshore)\uc758 \uc131\uc7a5<\/p>\n<p>*   \uc721\uc0c1 \uc124\uce58: 2025\ub144 \ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8\uc758 76.45%\ub97c \ucc28\uc9c0\ud558\uba70, \uc131\uc219\ud55c \uc778\ud504\ub77c\uc640 \ub0ae\uc740 \ubb3c\ub958 \ubcf5\uc7a1\uc131 \ub355\ubd84\uc5d0 \uac15\uc138\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8\uc758 \ud0c0\uc774\ud2b8 \uc624\uc77c \ubc0f \uc170\uc77c \uac00\uc2a4 \uc720\uc804\uc740 \ud574\uc0c1 \ub514\uc9c0\ud138 \uc81c\uc5b4 \uc2dc\uc2a4\ud15c\uc758 \uc815\uad50\ud568\uc744 \ubc18\uc601\ud558\ub294 \uace0\uae09 \ud504\ub85c\uadf8\ub798\ubc0d \uac00\ub2a5 \ud2b8\ub9ac\ub97c \uacc4\uc18d \uc8fc\ubb38\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud574\uc0c1 \uc124\uce58: \uae30\uc874 \ud5c8\ube0c\ub85c\uc758 \uc218\uc911 \uc5f0\uacc4(\uc608: \uc601\uad6d \ubd81\ud574\uc758 Ithaca Energy Cambo)\uac00 \ube44\uc6a9 \uacbd\uc7c1\ub825\uc744 \uac16\ucd94\uac8c \ub418\uba74\uc11c \uc5f0\ud3c9\uade0 5.82%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uacfc \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8\ub294 \ud574\uc0c1 \uc2dc\uc7a5\uc758 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. 2024\ub144\uc5d0\ub294 \uc911\uad6d \ucd5c\ucd08\uc758 \uad6d\ub0b4 \uc218\uc911 \ud2b8\ub9ac(22\ud1a4, 17MPa \ub4f1\uae09)\uac00 \uc11c\ube44\uc2a4\uc5d0 \ub4e4\uc5b4\uac14\uc2b5\ub2c8\ub2e4. \ud574\uc0c1 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc740 \ub610\ud55c \uace0\uac08\ub41c \uc800\uc218\uc9c0\uac00 \uc774\ubbf8 \uc218\uc911 \uc791\uc5c5\uc6a9\uc73c\ub85c \ubc30\uc120\ub41c \ud50c\ub7ab\ud3fc \uc544\ub798\uc5d0 \uc704\uce58\ud558\ub294 CCS \uacc4\ud68d\uc744 \ubc18\uc601\ud558\uba70, \ud0c4\uc18c \uad00\ub9ac\ub97c \uc8fc\ub958 \ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc2dc\uc7a5\uc5d0 \ub354\uc6b1 \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> 4.3. \uc218\uc2ec\ubcc4 \ubd84\uc11d: \uc2ec\ud574\uc758 \ub9ac\ub354\uc2ed\uacfc \ucd08\uc2ec\ud574\uc758 \uac00\uc18d\ud654<\/p>\n<p>*   \uc2ec\ud574 (300m ~ 1,500m): 2025\ub144 \ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8\uc758 47.60%\ub97c \ucc28\uc9c0\ud558\uba70, 2031\ub144\uae4c\uc9c0 \ub300\ubd80\ubd84\uc758 \uc790\ubcf8 \uc9c0\ucd9c\uc744 \ud761\uc218\ud560 \uac83\uc785\ub2c8\ub2e4. \uad00\ub9ac \uac00\ub2a5\ud55c \uae30\uc220\uc801 \uc704\ud5d8\uacfc \ub9e4\ub825\uc801\uc778 \ub9e4\uc7a5\ub7c9 \uaddc\ubaa8 \uc0ac\uc774\uc758 \uade0\ud615\uc774 \uc778\uae30\uc758 \ube44\uacb0\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd08\uc2ec\ud574 (1,500m \uc774\uc0c1): \ube0c\ub77c\uc9c8\uc758 \uc5fc\ud558\uce35, \uc218\ub9ac\ub0a8\uc758 \uc2e0\ud765 \ubd84\uc9c0, Kaskida\uc640 \uac19\uc740 \ubbf8\uad6d \uba55\uc2dc\ucf54\ub9cc\uc758 \uace0\uc555 \uc720\ub9dd \uc9c0\uc5ed\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 5.75%\ub85c \ub354 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucd08\uc2ec\ud574 \ud504\ub85c\uadf8\ub7a8\uc740 20 ksi \uc555\ub825 \ubc94\uc704\uc640 \ub354 \uc774\uad6d\uc801\uc778 \ud569\uae08 \uc120\ud0dd\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. \ub3d9\uc801 \uc704\uce58 \uc81c\uc5b4 \uc120\ubc15\uc744 \ud1b5\ud55c \uc124\uce58\ub97c \ub2e8\uc21c\ud654\ud558\uae30 \uc704\ud574 \uc218\ud3c9\ud615 \ud2b8\ub9ac \ucc44\ud0dd\uc774 \ud2b9\ud788 \ud65c\ubc1c\ud569\ub2c8\ub2e4.<br \/>\n*   \ucc9c\ud574 \ube0c\ub77c\uc6b4\ud544\ub4dc: \uc8fc\ub85c \uae30\uc874 \uc218\uc9c1\ud615 \ud2b8\ub9ac\ub97c \ud604\uc7ac API \ud45c\uc900\uc73c\ub85c \uc5c5\uadf8\ub808\uc774\ub4dc\ud558\ub294 \uac15\ud654 \ud68c\uc218 \uc5f0\uacc4\ub97c \ud1b5\ud574 \uc5ec\uc804\ud788 \uc911\uc694\ud558\uba70, \ubd80\ud488 \uacf5\ud1b5\uc131\uc744 \ud65c\uc6a9\ud558\uc5ec \uc81c\uc5b4 \uc2dc\uc2a4\ud15c \uac1c\uc870\ub97c \uacbd\uc81c\uc801\uc73c\ub85c \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 42.65%\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.82%\uc758 \uc131\uc7a5\ub960\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\ub77c\ube44\uc544\ub9cc \uc9c0\uc5ed\uc758 \uad6d\uc601 \uc11d\uc720 \ud68c\uc0ac\ub4e4\uc740 \uae30\uc874 \uc720\uc815 \uc7ac\uc644\uacb0\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc73c\uba70, \ub098\ubbf8\ube44\uc544 \ub4f1 \uc11c\uc544\ud504\ub9ac\uce74\uc758 \uc2e0\uaddc \uc720\uc804 \ubc1c\uacac\uc740 \uc0c8\ub85c\uc6b4 \uadf8\ub9b0\ud544\ub4dc \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 20~25%\uc758 \ud604\uc9c0 \ucf58\ud150\uce20 \uaddc\uc815\uc740 \uae00\ub85c\ubc8c OEM\ub4e4\uc774 \uc9c0\uc5ed \uc5c5\uccb4\uc640 \ud611\ub825\ud558\uc5ec \uae30\uc220 \uc774\uc804\uc744 \uac00\uc18d\ud654\ud558\uace0 \uacf5\uae09\ub9dd\uc744 \uad6c\ucd95\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uba70, \uc774\ub294 \uc2dc\uac04\uc774 \uc9c0\ub0a8\uc5d0 \ub530\ub77c \ud604\uc9c0 \ube44\uc6a9\uc744 \uc644\ud654\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uba55\uc2dc\ucf54\ub9cc \uc2ec\ud574 \ud65c\ub3d9\uc744 \ud1b5\ud574 \uc0c1\ub2f9\ud55c \uc9c0\ucd9c\uc744 \uacac\uc778\ud569\ub2c8\ub2e4. BP\uc758 Paleogene 20 ksi \ud504\ub85c\uadf8\ub7a8 \ubc0f Woodside Energy\uac00 Dril-Quip \uc720\uc815 \uc2dc\uc2a4\ud15c\uc744 \uc120\ud0dd\ud55c \uba55\uc2dc\ucf54\uc758 Trion\uacfc \uac19\uc740 \ud504\ub85c\uc81d\ud2b8\ub294 \uc774 \uc9c0\uc5ed\uc758 \uace0\uc555 \ud2b8\ub9ac\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uce90\ub098\ub2e4 \ub300\uc11c\uc591 \uc5f0\uc548\uc740 \ud2c8\uc0c8 \uc2dc\uc7a5\uc744 \ucd94\uac00\ud558\uba70, \ubbf8\uad6d \uc170\uc77c \ubd84\uc9c0\ub294 \uc720\uac00 \ubcc0\ub3d9\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc721\uc0c1 \ubb3c\ub7c9\uc744 \ub192\uac8c \uc720\uc9c0\ud569\ub2c8\ub2e4. \ud658\uacbd \ud5c8\uac00\uac00 \uc5c4\uaca9\ud558\uc5ec \uc6b4\uc601\uc0ac\ub4e4\uc740 \ub204\ucd9c \uac10\uc9c0 \uc13c\uc11c\uac00 \ub0b4\uc7a5\ub418\uace0 \ub0ae\uc740 \ube44\uc0b0 \ubc30\ucd9c \ud504\ub85c\ud30c\uc77c\uc744 \uac00\uc9c4 \ud2b8\ub9ac\ub97c \uc120\ud638\ud569\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8: Petrobras\uc758 280\uac1c \uc720\uc815 \ud504\ub85c\uadf8\ub7a8\uacfc \uac01\uac01 \uc77c\uc77c 225,000 \ubc30\ub7f4\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 FPSO \uac74\uc124 \ub355\ubd84\uc5d0 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \ub0b4\uc2dd\uc131 \uc57c\uae08 \ubc0f \ud45c\uc900\ud654\ub41c \ucee4\ub125\ud130\uc5d0 \ub300\ud55c \uac15\uc870\uac00 \uc774 \uc9c0\uc5ed\uc758 \uc870\ub2ec \uc0ac\uc591\uc744 \uc815\uc758\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ubd81\ud574\uc5d0\uc11c \uafb8\uc900\ud55c \uc8fc\ubb38\uc744 \uc720\uc9c0\ud558\uba70, \ud604\uc7ac Northern Lights\uc640 \uac19\uc740 CCS \uc774\ub2c8\uc154\ud2f0\ube0c\uc640 \uc810\uc810 \ub354 \uc5f0\uacc4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \ud544\ub9ac\ud540, \ub9d0\ub808\uc774\uc2dc\uc544, \uc778\ub3c4\ub124\uc2dc\uc544 \ud504\ub85c\uc81d\ud2b8\uac00 \ub354 \uae4a\uc740 \ud574\uc5ed\uc744 \ud0d0\uc0ac\ud558\uba74\uc11c \uc2dc\uc7a5 \uc9c0\ub3c4\ub97c \ub113\ud788\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucd94\uc138\ub294 \uc218\uc775 \ud750\ub984\uc744 \ub2e4\uac01\ud654\ud558\uc5ec \ud2b9\uc815 \ubd84\uc9c0\uc5d0 \ub300\ud55c \uacfc\ub3c4\ud55c \uc758\uc874\ub3c4\ub97c \uc904\uc774\uace0 \ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc2dc\uc7a5 \uc804\ubc18\uc758 \ud68c\ubcf5\ub825\uc744 \uc99d\uc9c4\ud569\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc0b0\uc5c5\uc740 TechnipFMC, SLB OneSubsea, Baker Hughes, Aker Solutions, Dril-Quip \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uc8fc\ub3c4\ud558\ub294 \uc911\uac04 \uc218\uc900\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. Saipem\uacfc Subsea7\uc758 \ud569\ubcd1(Saipem7)\uacfc SLB\uc758 ChampionX \uc778\uc218(\uc5f0\uac04 4\uc5b5 \ub2ec\ub7ec\uc758 \uc2dc\ub108\uc9c0 \ud6a8\uacfc \uc608\uc0c1)\uc640 \uac19\uc740 \uc81c\uc548\ub41c \ud1b5\ud569\uc740 \uc2dc\uc7a5 \uaddc\ubaa8\ub97c \ud655\ub300\ud558\uace0 \uc11d\uc720 \ubc0f \uac00\uc2a4\uc5d0\uc11c CCS \ubc0f \uc7ac\uc0dd \uc5d0\ub108\uc9c0\uc5d0 \uc774\ub974\ub294 \uc11c\ube44\uc2a4 \uae4a\uc774\ub97c \uc2ec\ud654\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220\uc740 \ud575\uc2ec \ucc28\ubcc4\ud654 \uc694\uc18c\uc785\ub2c8\ub2e4. Subsea Integration Alliance(SLB \ubc0f Subsea7)\uc640 \uac19\uc740 \ud1b5\ud569 \ub3d9\ub9f9\uc740 \ubc88\ub4e4\ud615 EPCI(\uc5d4\uc9c0\ub2c8\uc5b4\ub9c1, \uc870\ub2ec, \uac74\uc124, \uc124\uce58) \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uc5ec \uace0\uac1d \uc778\ud130\ud398\uc774\uc2a4 \uc704\ud5d8\uc744 \uc904\uc785\ub2c8\ub2e4. Baker Hughes\uc758 Aptara\uc640 \uac19\uc740 \ubaa8\ub4c8\ud615 \ud2b8\ub9ac \ub77c\uc778\uc740 \uc81c\uc870 \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uace0 \ud45c\uc900\ud654\ub97c \uc720\ub3c4\ud558\uba70, Aker\uc758 &#8216;\uc804\uae30\uc2dd&#8217; \uac1c\ub150\uc740 \uc720\uc555 \ub204\ucd9c \uc704\ud5d8\uc744 \uc81c\uac70\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \ud604\uc9c0 \ucf58\ud150\uce20 \uaddc\uc815\uc774 \ubcf4\ud638 \uc7a5\ubcbd\uc744 \uad6c\ucd95\ud558\ub294 \uc9c0\uc5ed\uc5d0\uc11c\ub294 \uc9c0\uc5ed \uacbd\uc7c1\uc790\ub4e4\uc774 \ubd80\uc0c1\ud558\uc5ec \uc870\ub9bd \ubc0f \uc11c\ube44\uc2a4 \ud2c8\uc0c8\uc2dc\uc7a5\uc5d0\uc11c \uc810\uc720\uc728\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc31\uc9c0(White-space) \uae30\ud68c\ub294 CCS \uc804\uc6a9 \ud2b8\ub9ac, \uc218\uc911 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc778\ud130\ud398\uc774\uc2a4, \ud6c4\uae30 \uc720\uc804\uc6a9 \ud558\uc774\ube0c\ub9ac\ub4dc \uc0dd\uc0b0-\uc8fc\uc785 \uad6c\uc131\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc874 OEM\ub4e4\uc740 \uad11\ubc94\uc704\ud55c \uc124\uce58 \uae30\ubc18\uacfc \uc218\uba85 \uc8fc\uae30 \uc11c\ube44\uc2a4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud65c\uc6a9\ud558\uc5ec \uc810\uc720\uc728\uc744 \ubcf4\ud638\ud558\uc9c0\ub9cc, \ubbfc\ucca9\ud55c \uc9c0\uc5ed \ud50c\ub808\uc774\uc5b4\ub4e4\uc740 \ud604\uc9c0 \uaddc\uc815\uacfc \uc5f0\uacc4\ub41c \uc804\ubb38\ud654\ub41c \uc81c\ud488\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc5d0 \uc9c4\uc785\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c, \ud0c8\ud0c4\uc18c\ud654\uac00 \ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc2dc\uc7a5\uc758 \uac00\uc6a9 \uc2dc\uc7a5 \uc815\uc758\ub97c \ub113\ud788\uba74\uc11c \uacbd\uc7c1 \uac15\ub3c4\ub294 \ub354\uc6b1 \uc2ec\ud654\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># 7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 6\uc6d4: Baker Hughes\uc640 Cactus\ub294 \ud45c\uba74 \uc555\ub825 \uc81c\uc5b4 \ud569\uc791 \ud22c\uc790\ub97c \uc644\ub8cc\ud588\uc73c\uba70, Cactus\uac00 65%, Baker Hughes\uac00 35%\uc758 \uc9c0\ubd84\uc744 \uc18c\uc720\ud558\uc5ec \uad6d\uc81c \uc720\uc815 \uc2dc\uc7a5\uc758 \ud601\uc2e0\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: EQT\ub294 Olympus Energy\ub97c 18\uc5b5 \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec Marcellus-Utica \uc9c0\uc5ed\uc5d0\uc11c 500 MMscf\/d\uc758 \uc0dd\uc0b0\ub7c9\uacfc 90,000 \uc5d0\uc774\ucee4\uc758 \uc21c\uba74\uc801\uc744 \ucd94\uac00\ud558\uba70 \uc5c5\uc2a4\ud2b8\ub9bc \ud1b5\ud569\uc744 \uc9c0\uc18d\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: TechnipFMC\ub294 BP\uc758 Greenfield 20 ksi Paleogene \ud504\ub85c\uadf8\ub7a8\uc5d0 \ub300\ud55c iEPCI \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uc5ec \ucc28\uc138\ub300 \uace0\uc555 \ud2b8\ub9ac\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: Petrobras\ub294 Seatrium\uc5d0 P-84 \ubc0f P-85 FPSO\ub97c \uc8fc\ubb38\ud588\uc73c\uba70, \uac01 FPSO\ub294 2029\ub144\ubd80\ud130 Santos \ubd84\uc9c0\uc5d0\uc11c \uc77c\uc77c 225,000 \ubc30\ub7f4\uc744 \ucc98\ub9ac\ud560 \uc608\uc815\uc73c\ub85c, \ucd08\uc2ec\ud574\uc6a9 \ud2b8\ub9ac\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac(Christmas Tree)\ub294 \uc720\uc815, \uac00\uc2a4\uc815, \ud3d0\uc218\uc815, \uc8fc\uc218\uc815, \uc751\ucd95\uc218\uc815, \uac00\uc2a4 \uc8fc\uc785\uc815 \ub4f1 \ub2e4\uc591\ud55c \uc720\ud615\uc758 \uc720\uc815\uc5d0\uc11c \uc555\ub825\uc744 \uc81c\uc5b4\ud558\uace0 \uc720\uc9c0\ud558\ub294 \ub370 \uc0ac\uc6a9\ub418\ub294 \uc2a4\ud480, \ubc38\ube0c \ubc0f \ud53c\ud305\uc758 \uc870\ub9bd\uccb4\uc785\ub2c8\ub2e4. \uadf8 \uad6c\uc870\uac00 \uc18c\ub098\ubb34\uc640 \uc720\uc0ac\ud558\uc5ec \uc774\ub7ec\ud55c \uc774\ub984\uc774 \ubd99\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc2dc\uc7a5\uc740 2026\ub144 65.9\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 81.2\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ud574\uc591(Offshore) \uc124\uce58 \ubd80\ubb38\uc740 \uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8 \uac00\uc18d\ud654\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.82%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 2025\ub144 \uae30\uc900, \uc218\uc9c1\ud615(Vertical Tree) \uc2dc\uc2a4\ud15c\uc774 \uc2dc\uc7a5 \uc810\uc720\uc728 84.35%\ub85c \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc774 2025\ub144 \uc218\uc694\uc758 42.65%\ub97c \ucc28\uc9c0\ud558\uba70 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.82%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \ud06c\uac8c \uc720\ud615, \uc124\uce58 \uc704\uce58, \uc218\uc2ec, \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4. \uc720\ud615\ubcc4\ub85c\ub294 \uc218\ud3c9\ud615(Horizontal Tree)\uacfc \uc218\uc9c1\ud615(Vertical Tree)\uc73c\ub85c, \uc124\uce58 \uc704\uce58\ubcc4\ub85c\ub294 \uc721\uc0c1(Onshore)\uacfc \ud574\uc591(Offshore)\uc73c\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \uc218\uc2ec\ubcc4\ub85c\ub294 \ucc9c\ud574(300m \ubbf8\ub9cc), \uc2ec\ud574(300m~1500m), \ucd08\uc2ec\ud574(1500m \ucd08\uacfc)\ub85c \ubd84\ub958\ub418\uba70, \uc9c0\uc5ed\ubcc4\ub85c\ub294 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \ub4f1 \uc8fc\uc694 \uc9c0\uc5ed\uacfc \uac01 \uc9c0\uc5ed \ub0b4 \uc138\ubd80 \uad6d\uac00\ubcc4 \uc2dc\uc7a5 \ub3d9\ud5a5\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \uc2ec\ud574 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID)\uc758 \ubd80\ud65c\ub85c \uc778\ud55c \ud06c\ub9ac\uc2a4\ub9c8\uc2a4 \ud2b8\ub9ac \uc218\uc694 \uc99d\uac00, \ud574\uc800 \ud558\ub4dc\uc6e8\uc5b4\uc640 AI \uae30\ubc18 \uc81c\uc5b4 \uc2dc\uc2a4\ud15c\uc758 \ud1b5\ud569(\uc608\uce21 \uc720\uc9c0\ubcf4\uc218, \uc778\ub825 \uac10\uc18c, \uc0dd\uc0b0 \ud6a8\uc728\uc131 \uc99d\ub300), \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74\uc758 \ucd08\uc2ec\ud574 \uc5fc\ud558\uce35 \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ud504\ub77c\uc778, \ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5(CCS) \ubc0f \uae30\uc874 \uc720\uc815 \uc7ac\ud65c\uc6a9\uc744 \uc704\ud55c \ud574\uc800 \ud0c0\uc774\ubc31(tie-backs) \ud65c\uc6a9, \ud45c\uc900\ud654\ub41c \ubaa8\ub4c8\ud615 &#8220;\ud558\uc774\ube0c\ub9ac\ub4dc&#8221; \ud2b8\ub9ac \uc124\uacc4 \ub3c4\uc785\uc744 \ud1b5\ud55c \uc790\ubcf8 \uc9c0\ucd9c(CAPEX) \uc808\uac10, \uadf8\ub9ac\uace0 \uad6d\uc601 \uc11d\uc720 \ud68c\uc0ac\uc758 \ud604\uc9c0 \ucf58\ud150\uce20 \uc758\ubb34\ud654 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \uace0\ud488\uc9c8 \ub2e8\uc870\ud488\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1, \ubc30\ub7f4\ub2f9 15\ub2ec\ub7ec \uc774\uc0c1 \ubcc0\ub3d9\ud558\ub294 \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9\uc758 \ubd88\uc548\uc815\uc131\uc73c\ub85c \uc778\ud55c \uc7a5\uae30 \ud504\ub85c\uc81d\ud2b8 \ud22c\uc790 \uc704\ucd95, \uc2a4\ucf54\ud504 1(Scope-1) \ubc30\ucd9c\ub7c9\uc5d0 \ub300\ud55c \ud22c\uc790\uc790\ub4e4\uc758 \uac10\uc2dc \uac15\ud654, \uadf8\ub9ac\uace0 \uc81c\ud55c\uc801\uc778 \uc2dc\ucd94 \uc7a5\ube44 \uac00\uc6a9\uc131\uc73c\ub85c \uc778\ud55c \uc77c\uc77c \uc784\ub300\ub8cc \uc778\uc0c1 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uac1c\uc694, \uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \uc81c\uc57d \uc694\uc778, \uacf5\uae09\ub9dd \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \uc2dc\ucd94 \uc7a5\ube44 \uc218 \ubc0f CAPEX \uc804\ub9dd, \ube0c\ub80c\ud2b8\uc720 \ubc0f \ud5e8\ub9ac \ud5c8\ube0c \uac00\uaca9 \uc804\ub9dd, \uc5c5\uc2a4\ud2b8\ub9bc \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ud504\ub77c\uc778 \ucd94\uc801, \uadf8\ub9ac\uace0 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d(\uacf5\uae09\uc5c5\uccb4 \ubc0f \uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825, \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \ub300\uccb4 \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4\uc758 \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4)\uc744 \ud3ec\ud568\ud55c \uad11\ubc94\uc704\ud55c \uc2dc\uc7a5 \ud658\uacbd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \ub610\ud55c, TechnipFMC PLC, SLB, Baker Hughes Company \ub4f1 20\uac1c \uc774\uc0c1\uc758 \uc8fc\uc694 \uae30\uc5c5\uc5d0 \ub300\ud55c \uc0c1\uc138\ud55c \uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d \ubc0f \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \ud3c9\uac00\ub3c4 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ud2b9\ud788 AI \uae30\ubc18 \uc81c\uc5b4 \uc2dc\uc2a4\ud15c\uc740 \uc608\uce21 \uc720\uc9c0\ubcf4\uc218\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uace0, \uc778\ub825 \uc694\uad6c \uc0ac\ud56d\uc744 \uc904\uc774\uba70, \uc0dd\uc0b0 \ud6a8\uc728\uc131\uc744 \ub192\uc5ec \uc7a5\uae30\uc801\uc778 \ube44\uc6a9 \uc808\uac10\uc5d0 \uae30\uc5ec\ud558\ub294 \uc911\uc694\ud55c \uc694\uc18c\ub85c \uac15\uc870\ub429\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-38667","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\/38667"}],"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=38667"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/38667\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=38667"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=38667"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=38667"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}