{"id":41059,"date":"2026-02-13T11:09:32","date_gmt":"2026-02-13T11:09:32","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/global-floating-production-systems-market-industry-mordor\/"},"modified":"2026-10-23T21:04:46","modified_gmt":"2026-10-23T12:04:46","slug":"global-floating-production-systems-market-industry-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/global-floating-production-systems-market-industry-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubd80\uc720\uc2dd \uc0dd\uc0b0 \uc2dc\uc2a4\ud15c (FPS) \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\/global-floating-production-systems-market-industry-1753345803827-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\/global-floating-production-systems-market-industry-size-image-1770804564476.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 \ud574\uc0c1 \ud65c\uc131 \uc2dc\ucd94 \uc7a5\ube44 \uc218<\/li>\n<li class=\"toc-level-2\">4.3 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.3.1 \uc2ec\ud574 \ud0d0\uc0ac \ud22c\uc790 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc595\uc740 \uc218\uc2ec \ub9e4\uc7a5\ub7c9 \uac10\uc18c\ub85c \uc778\ud55c \ud574\uc0c1 \uc0dd\uc0b0 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.3.3 FPSO \uc804\ud658 \uae30\uc220\uc758 \ubc1c\uc804<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc2e0\ud765 \uacbd\uc81c\uad6d\uc758 \uc5d0\ub108\uc9c0 \uc548\ubcf4 \ucd94\uc9c4<\/li>\n<li class=\"toc-level-3\">4.3.5 \ud55c\uacc4 \uc720\uc804 \uc784\ub300 \ubaa8\ub378\uc758 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.3.6 \uc0c1\ubd80 \uad6c\uc870\ubb3c \uc804\ub825\ud654\ub85c OPEX \uc808\uac10<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.4.1 \uc6d0\uc720 \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.4.2 \ub192\uc740 CAPEX \ubc0f OPEX \uc694\uad6c \uc0ac\ud56d<\/li>\n<li class=\"toc-level-3\">4.4.3 \uc81c\ud55c\ub41c \ucd08\ub300\ud615 \uc120\uccb4 \uc870\uc120\uc18c \uc5ed\ub7c9<\/li>\n<li class=\"toc-level-3\">4.4.4 ESG \uc5f0\uacc4 \uae08\uc735 \uc81c\uc57d<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.5 \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.6 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.7 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.8 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.8.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.2 \uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \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 FPSO<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc778\uc7a5 \uac01\ud615 \ud50c\ub7ab\ud3fc<\/li>\n<li class=\"toc-level-3\">5.1.3 SPAR<\/li>\n<li class=\"toc-level-3\">5.1.4 \ubc18\uc7a0\uc218\uc2dd<\/li>\n<li class=\"toc-level-3\">5.1.5 \ubc14\uc9c0\uc120<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc218\uc2ec\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ucc9c\ud574 (400m \ubbf8\ub9cc)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc2ec\ud574 (400m ~ 1,500m)<\/li>\n<li class=\"toc-level-3\">5.2.3 \ucd08\uc2ec\ud574 (1,500m \ucd08\uacfc)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uac74\uc870 \ubc29\uc2dd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc2e0\uaddc \uac74\uc870<\/li>\n<li class=\"toc-level-3\">5.3.2 \uac1c\uc870<\/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 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ub178\ub974\uc6e8\uc774<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \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 \ud0dc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \ubca0\ud2b8\ub0a8<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \ud638\uc8fc<\/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 \ud2b8\ub9ac\ub2c8\ub2e4\ub4dc \ud1a0\ubc14\uace0<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \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 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.5 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.6 \uc559\uace8\ub77c<\/li>\n<li class=\"toc-level-4\">5.4.5.7 \ub098\ubbf8\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.8 \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 \ub3d9\ud5a5 \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 SBM Offshore N.V.<\/li>\n<li class=\"toc-level-3\">6.4.2 MODEC Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 BW Offshore Ltd<\/li>\n<li class=\"toc-level-3\">6.4.4 Keppel Offshore &amp; Marine Ltd<\/li>\n<li class=\"toc-level-3\">6.4.5 Samsung Heavy Industries Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.6 Bumi Armada Berhad<\/li>\n<li class=\"toc-level-3\">6.4.7 TechnipFMC plc<\/li>\n<li class=\"toc-level-3\">6.4.8 Hyundai Heavy Industries Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.9 Mitsubishi Heavy Industries Ltd<\/li>\n<li class=\"toc-level-3\">6.4.10 Teekay Corporation<\/li>\n<li class=\"toc-level-3\">6.4.11 Sembcorp Marine Ltd<\/li>\n<li class=\"toc-level-3\">6.4.12 Offshore Oil Engineering Co. (CNOOC)<\/li>\n<li class=\"toc-level-3\">6.4.13 COSCO Shipyard Group Co.<\/li>\n<li class=\"toc-level-3\">6.4.14 Daewoo Shipbuilding &amp; Marine Engineering Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.15 Aker Solutions ASA<\/li>\n<li class=\"toc-level-3\">6.4.16 Petrofac Ltd<\/li>\n<li class=\"toc-level-3\">6.4.17 China Harbor Engineering Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.18 Yinson Holdings Berhad<\/li>\n<li class=\"toc-level-3\">6.4.19 Saipem S.p.A.<\/li>\n<li class=\"toc-level-3\">6.4.20 Wood Group 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>\ubd80\uc720\uc2dd \uc0dd\uc0b0 \uc2dc\uc2a4\ud15c(FPS) \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>\ubd80\uc720\uc2dd \uc0dd\uc0b0 \uc2dc\uc2a4\ud15c(Floating Production Systems, FPS) \uc2dc\uc7a5\uc740 2025\ub144 666\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2026\ub144 732\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 1,173\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uc5ec \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 9.92%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc6b4\uc601\uc0ac\ub4e4\uc740 \uae30\uc874 \ucc9c\ud574 \uc720\uc804\uc758 \uc131\uc219\uc5d0 \ub530\ub77c \uc2ec\ud574 \ubc0f \ucd08\uc2ec\ud574 \uc720\uc804\uc73c\ub85c \uc790\ubcf8 \ud22c\uc790\ub97c \uc804\ud658\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ud45c\uc900\ud654\ub41c \uc120\uccb4, \uc804\ub3d9\ud654\ub41c \uc0c1\ubd80 \uc124\ube44, \ud0c4\uc18c \ud3ec\uc9d1 \uc900\ube44 \uc124\uacc4\uc758 \ucc44\ud0dd \uc99d\uac00\uc640 \ub9e5\uc744 \uac19\uc774 \ud569\ub2c8\ub2e4. \ubd81\ubbf8 \uc9c0\uc5ed\uc740 \uba55\uc2dc\ucf54\ub9cc\uc758 \ud48d\ubd80\ud55c \ud504\ub85c\uc81d\ud2b8 \ub355\ubd84\uc5d0 \uc5ec\uc804\ud788 \uac00\uc7a5 \ud070 \uc218\uc775 \uc2dc\uc7a5\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac01\uad6d \uc815\ubd80\uac00 \uad6d\ub0b4 \ud574\uc591 \uc0dd\uc0b0\uc744 \uc804\ub7b5\uc801 \uc6b0\uc120\uc21c\uc704\ub85c \uc0bc\uc73c\uba74\uc11c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 20kpsi(\ud0ac\ub85c\ud30c\uc6b4\ub4dc\/\uc81c\uacf1\uc778\uce58) \uc7a5\ube44, \ubaa8\ub4c8\ud615 CO\u2082 \ud3ec\uc9d1 \ud328\ud0a4\uc9c0, \ub514\uc9c0\ud138 \uc720\uc815 \uac10\uc2dc \uae30\uc220 \ub4f1\uc758 \uae30\uc220 \ud601\uc2e0\uc740 \ud504\ub85c\uc81d\ud2b8 \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uace0 \uc190\uc775\ubd84\uae30\uc810\uc744 \ub0ae\ucd94\uba70, \uac1c\ubc1c \uac00\ub2a5\ud55c \uc720\uc804 \uae30\ubc18\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uc870\uc120\uc18c\uc640 EPC(\uc124\uacc4\u00b7\uc870\ub2ec\u00b7\uc2dc\uacf5) \uae30\uc5c5 \uac04\uc758 \ud569\ubcd1\uc740 \uacf5\uae09\ub9dd\uc744 \uac15\ud654\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc5d0\ub108\uc9c0 \uc548\ubcf4\ub97c \ucd94\uad6c\ud558\ub294 \uad6d\uc601 \uc11d\uc720 \ud68c\uc0ac\ub4e4\uc758 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc8fc\ubb38\uc5d0 \ub300\ud55c \uc2e4\ud589 \ud655\uc2e4\uc131\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ud1b5\uacc4 (2025\ub144 \uae30\uc900):<br \/>\n*   \uc2dc\uc7a5 \uaddc\ubaa8 (2026\ub144): 732\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc2dc\uc7a5 \uaddc\ubaa8 (2031\ub144): 1,173\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026-2031\ub144): 9.92% (\uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960)<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \ubd81\ubbf8<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<\/p>\n<p># 2. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc720\ud615\ubcc4: FPSO(\ubd80\uc720\uc2dd \uc0dd\uc0b0\u00b7\uc800\uc7a5\u00b7\ud558\uc5ed \uc124\ube44)\uac00 2025\ub144 \ub9e4\ucd9c\uc758 54.10%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 10.12%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc218\uc2ec\ubcc4: \uc2ec\ud574(Deepwater) \uc124\uce58\uac00 2025\ub144 FPS \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 59.75%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ucd08\uc2ec\ud574(Ultra-deepwater) \ud504\ub85c\uc81d\ud2b8\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 10.62%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uac74\uc870 \ubc29\uc2dd\ubcc4: \uac1c\uc870(Conversion) \ubc29\uc2dd\uc774 2025\ub144 FPS \uc2dc\uc7a5 \uaddc\ubaa8\uc758 62.15%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \uc2e0\uc870(Newbuild) \ubc29\uc2dd\uc740 2026-2031\ub144 \ub3d9\uc548 \uc5f0\ud3c9\uade0 10.95%\ub85c \uac00\uc18d\ud654\ub420 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8\uac00 2025\ub144 FPS \uc2dc\uc7a5 \uaddc\ubaa8\uc758 38.30%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 \uc5f0\ud3c9\uade0 11.18%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 3. \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p> 3.1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   \uc2ec\ud574 \ud0d0\uc0ac \ud22c\uc790 \uc99d\uac00 (+2.8%): \uae30\uc874 \uc720\uc804 \uc9c0\uc5ed \uc678\uc5d0\uc11c \uace0\uc218\uc775 \ubc1c\uacac\uc744 \ucd94\uad6c\ud558\uba70 \uc6b4\uc601\uc0ac\ub4e4\uc774 \uc2ec\ud574 \ubc0f \ucd08\uc2ec\ud574 \uc9c0\uc5ed\uc73c\ub85c \uc790\ubcf8\uc744 \ube60\ub974\uac8c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d1\uc190\ubaa8\ube4c(ExxonMobil)\uc758 \uac00\uc774\uc544\ub098 \ub124 \ubc88\uc9f8 FPSO\ub294 \uc911\uae30 \uc720\uac00\uc5d0\uc11c\ub3c4 \uc218\uc775\uc131\uc744 \uc720\uc9c0\ud558\ub294 \ucd08\uc2ec\ud574 \uc720\uc804 \ubc1c\uacac\uc5d0 \ub300\ud55c \ud22c\uc790\uc790 \uc2e0\ub8b0\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc170\ube0c\ub860(Chevron)\uc758 \uc575\ucee4(Anchor) \ubc0f BP\uc758 \uce74\uc2a4\ud0a4\ub2e4(Kaskida) \uac1c\ubc1c\uc740 20kpsi \ud574\uc800 \uc544\ud0a4\ud14d\ucc98\ub97c \ud65c\uc6a9\ud558\uc5ec \uae30\uc874 \uc7a5\ube44\ub85c\ub294 \uc811\uadfc\ud560 \uc218 \uc5c6\uc5c8\ub358 \ud314\ub808\uc624\uc138(Paleogene) \uc720\uc804\uc744 \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud1a0\ud0c8\uc5d0\ub108\uc9c0\uc2a4(TotalEnergies)\uc758 \uc559\uace8\ub77c \uce74\ubbfc\ud638(Kaminho) \ud504\ub85c\uc81d\ud2b8\ub294 \uc544\ud504\ub9ac\uce74 \uac1c\ucc99\uc9c0\uc5d0\uc11c\ub3c4 \uace0\uc815 \ud50c\ub7ab\ud3fc \uc5c6\uc774 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ubd80\uc720\uc2dd \ud22c\uc790\uac00 \uac00\ub2a5\ud568\uc744 \uc785\uc99d\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud504\ub85c\uc81d\ud2b8\ub4e4\uc740 \uae30\uc220 \uc131\uc219\ub3c4, \uacac\uace0\ud55c \uc720\uc804 \uc0dd\uc0b0\uc131, \uc7ac\uc815\uc801 \uc778\uc13c\ud2f0\ube0c\uac00 FPS \uc2dc\uc7a5\uc758 \uc2e0\uaddc \uac74\uc870 \uacc4\uc57d \ud30c\uc774\ud504\ub77c\uc778\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \ucc9c\ud574 \uc720\uc804 \uace0\uac08\ub85c \uc778\ud55c \ud574\uc591 \uc0dd\uc0b0 \uc804\ud658 (+2.1%): \ubd81\ud574 \ubc0f \uae30\ud0c0 \ub300\ub959\ubd95 \uc9c0\uc5ed\uc758 \uc720\uc804 \uace0\uac08\uc740 \uc6b4\uc601\uc0ac\ub4e4\uc744 \ubd80\uc720\uc2dd \uac1c\ub150\ub9cc\uc774 \uae30\uc220\uc801\uc73c\ub85c \uac00\ub2a5\ud55c \uc2ec\ud574 \ud130\ube44\ub2e4\uc774\ud2b8(turbidite) \uc720\uc804\uc73c\ub85c \uc804\ud658\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d0\ud034\ub178\ub974(Equinor)\uc758 \uc624\uc138\ubca0\ub974\uadf8(Oseberg) \uc720\uc804 \uc218\uba85 \uc5f0\uc7a5 \ud504\ub85c\uc81d\ud2b8\ub294 \uc804\ub3d9\ud654\ub97c \ud1b5\ud574 2040\ub144 \uc774\ud6c4\uae4c\uc9c0 \uc0dd\uc0b0\uc744 \uc5f0\uc7a5\ud558\uba70, \uace0\uc815 \ud50c\ub7ab\ud3fc \uc608\uc0b0\uc744 \uc778\uadfc \uc2ec\ud574 \uc720\uc804\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba55\uc2dc\ucf54\ub9cc\uc5d0\uc11c\ub3c4 \uc720\uc0ac\ud55c \uc804\ub7b5\uc774 \ub098\ud0c0\ub098\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc0c8\ub85c\uc6b4 \uc720\uc804\uc73c\ub85c \uc7ac\ubc30\uce58 \uac00\ub2a5\ud55c FPSO\uc758 \ub9e4\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   FPSO \uac1c\uc870 \uae30\uc220 \ubc1c\uc804 (+1.7%): \ud45c\uc900\ud654\ub41c \uc720\uc870\uc120-FPSO \uac1c\uc870 \ud504\ub85c\uadf8\ub7a8\uc740 \ud504\ub85c\uc81d\ud2b8 \uc8fc\uae30\ub97c 18-24\uac1c\uc6d4 \ub2e8\ucd95\ud558\uace0, \ub9de\ucda4\ud615 \uc2e0\uc870 \ub300\ube44 \uc790\ubcf8 \uc608\uc0b0\uc744 \ucd5c\ub300 30% \uc808\uac10\ud569\ub2c8\ub2e4. SBM \uc624\ud504\uc1fc\uc5b4(SBM Offshore)\uc758 Fast4Ward\u00ae \ubc94\uc6a9 \uc120\uccb4 \uc7ac\uace0\ub294 337\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uacc4\uc57d \uc794\uace0\ub97c \ub4b7\ubc1b\uce68\ud558\uba70 \ubc18\ubcf5 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1\uc758 \uaddc\ubaa8 \uacbd\uc81c\ub97c \uc785\uc99d\ud569\ub2c8\ub2e4. \ud0c4\uc18c \ud3ec\uc9d1 \ubaa8\ub4c8\uc740 \uc774\uc81c \ud50c\ub7ec\uadf8\uc778 \ubc29\uc2dd\uc73c\ub85c \uc81c\uacf5\ub418\uc5b4, \uac1c\uc870\ub41c \uc7a5\uce58\ub3c4 \uad11\ubc94\uc704\ud55c \uc7ac\uc124\uacc4 \uc5c6\uc774 \uac15\ud654\ub41c \uc7ac\uc815\uc801 \uc694\uac74\uc744 \ucda9\uc871\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   \uc2e0\ud765\uad6d\uc758 \uc5d0\ub108\uc9c0 \uc548\ubcf4 \uac15\ud654 \ub178\ub825 (+1.4%): \ube0c\ub77c\uc9c8, \uc911\uad6d, \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uad6d\uc601 \uc11d\uc720 \ud68c\uc0ac\ub4e4\uc740 \uc218\uc785 \uc758\uc874\ub3c4\ub97c \uc904\uc774\uae30 \uc704\ud574 \ud574\uc591 \uac1c\ubc1c\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud398\ud2b8\ub85c\ube0c\ub77c\uc2a4(Petrobras)\ub294 2029\ub144\uae4c\uc9c0 1,110\uc5b5 \ub2ec\ub7ec\ub97c \ubc30\uc815\ud588\uc73c\uba70, \uc774 \uc911 70%\ub294 \ucd1d 320\ub9cc b\/d\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd94\uac00\ud560 \ud504\ub9ac\uc194\ud2b8(pre-salt) FPSO\uc5d0 \ud560\ub2f9\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 \uccab CO\u2082 \ud3ec\uc9d1 FPSO\ub294 2025\ub144 2\uc6d4\uc5d0 \uac00\ub3d9\uc744 \uc2dc\uc791\ud558\uc5ec, 2060\ub144\uae4c\uc9c0 \uad6d\ub0b4 \uc5d0\ub108\uc9c0 \uc790\uae09\ub960\uc744 95%\ub85c \ub192\uc774\ub824\ub294 \uc815\ubd80 \ubaa9\ud45c\uc640 \uc77c\uce58\ud569\ub2c8\ub2e4.<br \/>\n*   \ud55c\uacc4 \uc720\uc804 \ub9ac\uc2a4 \ubaa8\ub378\uc758 \uae09\uc99d (+0.9%): \ud55c\uacc4 \uc720\uc804 \uac1c\ubc1c\uc744 \uc704\ud55c \ub9ac\uc2a4 \ubc0f \uc6b4\uc601 \ubaa8\ub378\uc758 \uc99d\uac00\ub294 FPS \uc2dc\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc0c1\ubd80 \uc124\ube44 \uc804\ub3d9\ud654 (+0.6%): \ub178\ub974\uc6e8\uc774, \uc601\uad6d \ub4f1\uc5d0\uc11c \uc9c4\ud589\ub418\ub294 \uc0c1\ubd80 \uc124\ube44 \uc804\ub3d9\ud654 \ud504\ub85c\uc81d\ud2b8\ub294 \ud0c4\uc18c \ubc30\ucd9c\ub7c9 \uac10\uc18c\uc640 \uc6b4\uc601 \ud6a8\uc728\uc131 \uc99d\ub300\ub97c \ud1b5\ud574 FPS \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> 3.2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \uc720\uac00 \ubcc0\ub3d9\uc131 (-1.8%): FPS \uac1c\ubc1c\uc740 \uc790\ubcf8 \uc9d1\uc57d\uc801\uc774\uba70 \ub2e4\ub144\uac04\uc758 \ud68c\uc218 \uae30\uac04\uc744 \ud544\uc694\ub85c \ud558\ubbc0\ub85c, \uae09\uaca9\ud55c \uc720\uac00 \ubcc0\ub3d9\uc740 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815\uc744 \uc9c0\uc5f0\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144 \ub9d0 \uc720\uac00\uac00 \ubc30\ub7f4\ub2f9 70\ub2ec\ub7ec \uc774\ud558\ub85c \ub5a8\uc5b4\uc84c\uc744 \ub54c \uba55\uc2dc\ucf54\ub9cc\uc758 \uc5ec\ub7ec \ud0c0\uc774\ubc31(tie-back) \ud504\ub85c\uc81d\ud2b8\uac00 \uc911\ub2e8\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub192\uc740 CAPEX \ubc0f OPEX \uc694\uad6c \uc0ac\ud56d (-1.2%): \uc644\uc804 \ud1b5\ud569\ud615 FPSO \ud504\ub85c\uc81d\ud2b8\ub294 \uc885\uc885 10\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\uba70, \ubcf5\uc7a1\ud55c \ud504\ub9ac\uc194\ud2b8 \uc720\ub2db\uc758 \uacbd\uc6b0 30\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc5d0 \ub2ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc6b4\uc601 \ube44\uc6a9 \ub610\ud55c \ub192\uc73c\uba70, \uc804\ubb38 \uc154\ud2c0 \ud0f1\ucee4, \ub3d9\uc801 \uc704\uce58 \uc81c\uc5b4 \uc9c0\uc6d0 \uc120\ubc15, \ud574\uc800 \uac80\uc0ac \ud504\ub85c\uadf8\ub7a8\uc740 \uc804 \uc138\uacc4\uc801\uc778 \uc870\uc120\uc18c \ud63c\uc7a1 \uc18d\uc5d0\uc11c \uc778\ud50c\ub808\uc774\uc158 \uc555\ub825\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc81c\ud55c\ub41c \ub300\ud615 \uc120\uccb4 \uac74\uc870 \ub2a5\ub825 (-0.7%): \ub300\ubd80\ubd84\uc758 FPSO \uac74\uc870\ub97c \ub2f4\ub2f9\ud558\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed \uc870\uc120\uc18c\uc758 \uc81c\ud55c\ub41c \ub300\ud615 \uc120\uccb4 \uac74\uc870 \ub2a5\ub825\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   ESG \uad00\ub828 \uae08\uc735 \uc81c\uc57d (-0.5%): \uc720\ub7fd\uacfc \ubd81\ubbf8\ub97c \uc2dc\uc791\uc73c\ub85c \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ud655\uc0b0\ub418\ub294 ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uad00\ub828 \uae08\uc735 \uc81c\uc57d\uc740 \ud654\uc11d \uc5f0\ub8cc \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \uc5b4\ub835\uac8c \ud558\uc5ec FPS \uc2dc\uc7a5\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p> 4.1. \uc720\ud615\ubcc4 \ubd84\uc11d: FPSO\uc758 \uc9c0\ubc30\ub825\uacfc \ud2c8\uc0c8 \ud50c\ub7ab\ud3fc\uc758 \ud655\uc7a5<\/p>\n<p>FPSO \uc720\ub2db \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2025\ub144 360\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc600\uc73c\uba70, 10.12%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uc5d0\ub294 \uac70\uc758 \ub450 \ubc30\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. FPSO\ub294 \uc0ac\uc774\ud074\ub860\uc774 \uc7a6\uc740 \ud574\uc5ed\uc5d0\uc11c \uc798 \uc791\ub3d9\ud558\uace0, \uc720\uc804 \uacbd\uc81c\uc131\uc774 \ubcc0\ud654\ud568\uc5d0 \ub530\ub77c \uc7ac\ubc30\uce58\ub420 \uc218 \uc788\uc73c\uba70, SBM\uc758 \ube0c\ub77c\uc9c8 \uc54c\ubbf8\ub780\ud14c \ud0c0\ub9cc\ub2e4\ub808(Almirante Tamandar\u00e9) \uc720\ub2db\uc5d0\uc11c \ubcfc \uc218 \uc788\ub4ef\uc774 225,000 b\/d \uc774\uc0c1\uc758 \uc0c1\ubd80 \uc124\ube44 \ucc98\ub9ac\ub97c \ud1b5\ud569\ud569\ub2c8\ub2e4. TLP(Tension-Leg Platform)\ub294 \uc218\uc9c1 \uc6b4\ub3d9 \uc5b5\uc81c\uac00 \uc911\uc694\ud55c \uac00\ub290\ub2e4\ub780 \ucd08\uc2ec\ud574 \uc720\uc804\uc5d0\uc11c \uacc4\uc18d \uc0ac\uc6a9\ub418\uba70, SPAR \ubc0f \ubc18\uc7a0\uc218\uc2dd(Semi-Submersible) \ud50c\ub7ab\ud3fc\uc740 \ud639\ub3c5\ud55c \ud658\uacbd \uc2dc\ucd94 \ubc0f \ucd08\uae30 \uc0dd\uc0b0 \ud14c\uc2a4\ud2b8\uc5d0\uc11c \uc5ed\ud560\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc758 \ud658\uacbd\uc801 \uc804\ud658\uc740 CO\u2082 \uc81c\uac70 \uceec\ub7fc\uacfc \uc721\uc0c1 \uc804\ub825 \uacf5\uae09 \uc900\ube44\ub97c \ud1b5\ud569\ud55c FPSO\uc5d0\uc11c \uac00\uc7a5 \ub450\ub4dc\ub7ec\uc9c0\uba70, \uc774\ub7ec\ud55c \uae30\uc220\uc740 \uae30\uc874 \ubc18\uc7a0\uc218\uc2dd \ub610\ub294 \ubc14\uc9c0\uc120\uc5d0 \uac1c\uc870\ud558\uae30 \ub354 \uc5b4\ub835\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2\uc138\ub300 FPSO\ub294 \ub514\uc9c0\ud138 \ud2b8\uc708\uc744 \ud65c\uc6a9\ud558\uc5ec \uc7a5\ube44 \ud53c\ub85c\ub97c \uc608\uce21\ud558\uace0, \uac00\uc2a4 \ub9ac\ud504\ud2b8 \ud560\ub2f9\uc744 \ucd5c\uc801\ud654\ud558\uba70, \uc720\uc9c0\ubcf4\uc218\ub97c \uacc4\ud68d\ud558\uc5ec 96% \uc774\uc0c1\uc758 \uac00\ub3d9 \uc2dc\uac04\uc744 \ub2ec\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac1c\uc120\uc740 FPS \uc2dc\uc7a5 \ub0b4\uc5d0\uc11c FPSO \ubd80\ubb38\uc758 \uc120\ub3c4\uc801\uc778 \uc131\uc7a5\uc744 \ub4b7\ubc1b\uce68\ud558\uba70, \uae08\uc735 \uae30\uad00\ub4e4\uc774 FPSO \uc218\uc775 \ud750\ub984\uc744 \uc900(\u6e96)\uc778\ud504\ub77c\ub85c \uac04\uc8fc\ud558\ub3c4\ub85d \uc7a5\ub824\ud569\ub2c8\ub2e4. \ubc14\uc9c0\uc120\uacfc \uac19\uc740 \ud2c8\uc0c8 \uc120\uccb4 \ub4f1\uae09\uc740 \uc595\uc740 \uc544\uc2dc\uc544 \uc0bc\uac01\uc8fc \uc9c0\uc5ed\uc5d0\uc11c \uc804\ub7b5\uc801 \uc911\uc694\uc131\uc744 \uc720\uc9c0\ud558\uc9c0\ub9cc, \uc218\uc2ec \uc81c\ud55c\uc73c\ub85c \uc778\ud574 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc774 \uc81c\ud55c\ub429\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c FPSO\ub294 \uc6b4\uc601\uc0ac\ub4e4\uc774 \uc0c8\ub85c\uc6b4 \ud0c8\ud0c4\uc18c\ud654 \uc758\ubb34\uc5d0 \ubd80\ud569\ud558\ub294 \uc720\uc5f0\ud558\uace0 \uc801\uc740 \uc778\ub825\uc73c\ub85c \uc6b4\uc601\ub418\ub294 \uc194\ub8e8\uc158\uc744 \ucd94\uad6c\ud568\uc5d0 \ub530\ub77c \uc808\ub300\uc801\uc778 \uc218\uc775\uacfc \uc99d\ubd84 \uc218\uc694 \ubaa8\ub450\uc5d0\uc11c \uacc4\uc18d \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p> 4.2. \uc218\uc2ec\ubcc4 \ubd84\uc11d: \uae30\uc220 \uc131\uc219\ub3c4\uc5d0 \uae30\ubc18\ud55c \ucd08\uc2ec\ud574 \uc720\uc804\uc758 \ubaa8\uba58\ud140 \uad6c\ucd95<\/p>\n<p>\uc2ec\ud574(400~1,500m) \ubc30\uce58\ub294 2025\ub144 \ub9e4\ucd9c\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud588\uc9c0\ub9cc, \ucd08\uc2ec\ud574 \uc720\uc804(>1,500m)\uc740 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uba70 2031\ub144\uae4c\uc9c0 FPS \uc2dc\uc7a5 \uaddc\ubaa8\uc5d0\uc11c \uc810\uc720\uc728\uc744 \uafb8\uc900\ud788 \ub298\ub9b4 \uac83\uc785\ub2c8\ub2e4. BP\uc758 1,800m \uce74\uc2a4\ud0a4\ub2e4(Kaskida) 20kpsi \ud504\ub85c\uc81d\ud2b8\uc640 \uc170\ube0c\ub860\uc758 \uc720\uc0ac\ud55c \uc218\uc2ec \uc575\ucee4(Anchor) \ud504\ub85c\uc81d\ud2b8\ub294 \ucc28\uc138\ub300 \uae08\uc18d \uacf5\ud559, \uace0\uc555 \ub77c\uc774\uc800, \ud574\uc800 \ub2e4\uc0c1 \ud38c\ud504\uac00 \ud55c\ub54c \uc88c\ucd08\ub41c \uac83\uc73c\ub85c \uac04\uc8fc\ub418\uc5c8\ub358 \uc720\uc804\uc744 \uc5b4\ub5bb\uac8c \uac1c\ubc1c\ud558\ub294\uc9c0 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc2ec\ud574 \uc9c0\uc5ed\uc740 \uc131\uc219\ud55c \ubb3c\ub958, \ub0ae\uc740 \ubd88\ud655\uc2e4\uc131, \uadf8\ub9ac\uace0 \ube0c\ub77c\uc9c8 \uce84\ud3ec\uc2a4 \ubd84\uc9c0\uc640 \uac19\uc740 \uc9c0\uc5ed\uc5d0\uc11c\ub294 \ub2e8\uc704 \ube44\uc6a9\uc744 \uc644\ud654\ud558\ub294 \uacac\uace0\ud55c \ud574\uc800 \uc778\ud504\ub77c\uc758 \uc774\uc810\uc744 \ub204\ub9bd\ub2c8\ub2e4.<\/p>\n<p>\ucd08\uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8\ub294 \uc721\uc0c1\uc5d0\uc11c \uace0\ubc00\ub3c4 \uc804\ub825 \ubd84\ubc30\ub97c \uc810\uc810 \ub354 \ub9ce\uc774 \ud1b5\ud569\ud558\uc5ec, \uc6b4\uc601\uc0ac\ub4e4\uc774 \ud604\uc9c0 \uac00\uc2a4 \ud130\ube48\uc5d0 \uc758\uc874\ud558\uc9c0 \uc54a\uace0 3,000m \uae4a\uc774\uc5d0\uc11c \uc804\uae30 \uc555\ucd95\uae30\uc640 \ud574\uc218 \uc8fc\uc785 \ud38c\ud504\ub97c \uac00\ub3d9\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\ub294 \uc595\uc740 \ud504\ub85c\uc81d\ud2b8\uc640\uc758 OPEX(\uc6b4\uc601 \ube44\uc6a9) \ucc28\uc774\ub97c \uc904\uc774\uace0, \ucd08\uc2ec\ud574 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud604\uae08 \ucc3d\ucd9c \ube0c\ub77c\uc6b4\ud544\ub4dc(brownfield)\uc758 \ud6a8\uc728\uc801\uc778 \ubc31\ud544(back-fill)\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uac8c \ud569\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uc720\uc804 \uc5d4\uc9c0\ub2c8\uc5b4\ub4e4\uc740 \ub354 \uae34 \uc218\ud3c9 \uc2dc\ucd94\uc640 \uace0\uac15\ub3c4 \ud50c\ub85c\uc6b0\ub77c\uc778\uc744 \ud65c\uc6a9\ud558\uc5ec \ud558\uc774\ub4dc\ub808\uc774\ud2b8 \uc704\ud5d8\uc744 \uc644\ud654\ud558\uace0, \uc774\ub294 \ub354 \ube60\ub978 \uc0dd\uc0b0 \uac1c\uc2dc\uc640 \uc644\ub9cc\ud55c \uc0dd\uc0b0 \uac10\uc18c \uace1\uc120\uc73c\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c FPS \uc2dc\uc7a5\uc740 \uc7ac\uc815 \uc870\uac74\uacfc \uc815\uce58\uc801 \uc704\ud5d8\uc774 \uad00\ub9ac \uac00\ub2a5\ud55c \uacbd\uc6b0 \ucd08\uc2ec\ud574 \ub77c\uc774\uc120\uc2a4\ub85c \uacc4\uc18d \uc804\ud658\ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p> 4.3. \uac74\uc870 \ubc29\uc2dd\ubcc4 \ubd84\uc11d: \uac1c\uc870 \ubc29\uc2dd\uc758 \ubb3c\ub7c9 \ud655\ubcf4\uc640 \uc2e0\uc870 \ubc29\uc2dd\uc758 \ud504\ub9ac\ubbf8\uc5c4 \uc131\uc7a5<\/p>\n<p>\uac1c\uc870 \ubc29\uc2dd\uc740 \ud560\uc778\ub41c \uac00\uaca9\uc73c\ub85c \uc774\uc6a9 \uac00\ub2a5\ud55c \ub178\ud6c4 VLCC(\ucd08\ub300\ud615 \uc6d0\uc720 \uc6b4\ubc18\uc120) \uc7ac\uace0 \ub355\ubd84\uc5d0 2025\ub144 \ud65c\ub3d9\uc744 \uc9c0\ubc30\ud588\uc73c\uba70, \uc6b4\uc601\uc0ac\ub4e4\uc774 30-36\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \uc720\ub2db\uc744 \uac00\ub3d9\ud558\uace0 \uc77c\uc77c \ucc98\ub9ac \ubc30\ub7f4\ub2f9 15,000\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \uc790\ubcf8 \uc9d1\uc57d\ub3c4\ub85c \uc6b4\uc601\ud560 \uc218 \uc788\uac8c \ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ube44\uc6a9 \uc6b0\uc704\ub294 FPS \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 62.15%\ub97c \ud655\ubcf4\ud588\uc9c0\ub9cc, \uc18c\uc720\uc8fc\ub4e4\uc774 \ub137\uc81c\ub85c(Net-Zero) \uc900\ube44\ub97c \ucd94\uad6c\ud568\uc5d0 \ub530\ub77c \ub9de\ucda4\ud615 \uc2e0\uc870 \uc120\uccb4\uc5d0 \ub300\ud55c \uae30\ub85d\uc801\uc778 \uad00\uc2ec\uc774 \uc3e0\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\ud2b8\ub9ac\uc6c0(Seatrium)\uc758 P-84 \ubc0f P-85 FPSO\ub294 \uc81c\ub85c \uc77c\uc0c1 \ud50c\ub808\uc5b4\ub9c1(zero routine flaring), \uc804\uc6a9 CO\u2082 \uc7ac\uc8fc\uc785, \ud3d0\uc1c4\ud615 \ubc84\uc2a4 \uc804\uae30 \ubd84\ubc30\ub97c \ud1b5\ud569\ud558\uba70, \uc774\ub294 \ucd08\uae30 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uc9c0\ub9cc \uc120\uccb4 \uc218\uba85\uc744 30\ub144 \uc774\uc0c1 \uc5f0\uc7a5\ud558\uace0 \uc88c\ucd08 \uc790\uc0b0 \uc704\ud5d8\uc744 \ud53c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2e0\uc870 \ubc29\uc2dd\uc740 \ub610\ud55c 20kpsi \uc720\uc804\uacfc \ub192\uc740 GOR(Gas-Oil Ratio) \uc720\uccb4\uc5d0 \ud544\uc694\ud55c \ub354 \ubb34\uac70\uc6b4 \uc0c1\ubd80 \uc124\ube44\ub97c \uc9c0\uc6d0\ud558\uba70, \uc774\ub294 VLCC \uc120\uccb4 \ub0b4\uc5d0\uc11c\ub294 \uac70\uc758 \ub2ec\uc131\ud560 \uc218 \uc5c6\ub294 \uc6a9\ub7c9\uc785\ub2c8\ub2e4. \ub514\uc9c0\ud138 \ub124\uc774\ud2f0\ube0c \uc124\uacc4\ub294 \uad11\uc12c\uc720 \ubc31\ubcf8 \ucf00\uc774\ube14\ub9c1, \uc0c1\ud0dc \uae30\ubc18 \ubaa8\ub2c8\ud130\ub9c1, \uc6d0\uaca9 \uc6b4\uc601 \uc13c\ud130\ub97c \ud1b5\ud569\ud558\uc5ec \uc11c\ube44\uc2a4 \uccab 10\ub144 \ub3d9\uc548 \ud574\uc591 \uc778\ub825\uc744 40% \uc904\uc774\uace0 OPEX\ub97c 15% \uac10\uc18c\uc2dc\ud0b5\ub2c8\ub2e4. \ubc18\ub300\ub85c \uac1c\uc870 \ubc29\uc2dd\uc740 \uc0ac\uc804 \uc81c\uc791\ub41c \ubaa8\ub4c8\ub85c \uc791\uc5c5 \ubc94\uc704\ub97c \uac1c\uc120\ud558\uc5ec \ubd80\ub450 \ud1b5\ud569 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud568\uc73c\ub85c\uc368, \ud55c\uacc4 \uc720\uc804\uc758 \uccab \uc0dd\uc0b0\uc744 \uc704\ud55c \uac00\uc7a5 \ube60\ub978 \uacbd\ub85c\ub85c\uc11c\uc758 \uc5ed\ud560\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04 \ub3d9\uc548 FPS \uc2dc\uc7a5\uc740 \uac1c\uc870 \ubc29\uc2dd\uc774 \ubb3c\ub7c9\uacfc \ud604\uae08 \ud750\ub984\uc744 \uacf5\uae09\ud558\uace0, \uc2e0\uc870 \ubc29\uc2dd\uc774 \ub354 \ub192\uc740 \uc131\uc7a5\uacfc \uae30\uc220 \uae30\ud68c\ub97c \uc81c\uacf5\ud558\ub294 \uade0\ud615 \uc7a1\ud78c \ud504\ub85c\ud544\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \ubd81\ubbf8: 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 38.30%\ub97c \uc720\uc9c0\ud588\uc73c\uba70, \ubbf8\uad6d \uc5d0\ub108\uc9c0 \uc815\ubcf4\uccad(EIA)\uc774 2025\ub144\uae4c\uc9c0 \uc77c\uc77c 180\ub9cc \ubc30\ub7f4\uc758 \uc548\uc815\uc801\uc778 \ud574\uc591 \uc11d\uc720 \uc0dd\uc0b0\ub7c9\uc744 \uc608\uce21\ud558\ub294 \uba55\uc2dc\ucf54\ub9cc\uc774 \ud575\uc2ec\uc785\ub2c8\ub2e4. Ballymore \ubc0f Swordfish\uc640 \uac19\uc740 \ubc1c\uacac\uc740 \uae30\uc874 \ud30c\uc774\ud504\ub77c\uc778 \ud5c8\ube0c\ub97c \ud65c\uc6a9\ud558\uba70, \uaddc\uc81c \ud655\uc2e4\uc131\uc740 \uc911\ud615 FPSO\uc5d0 \uc720\ub9ac\ud55c \uafb8\uc900\ud55c \ud0c0\uc774\ubc31 \ud504\ub85c\uc81d\ud2b8 \uc794\uace0\ub97c \uc870\uc131\ud569\ub2c8\ub2e4. \uba55\uc2dc\ucf54\uc758 \uc2ec\ud574 \uc0b4\ub9ac\ub098 \ubd84\uc9c0\ub294 \uc544\uc9c1 \ud3c9\uac00 \ub2e8\uacc4\uc5d0 \uc788\uc9c0\ub9cc, \uc7ac\uc815\uc801 \uc778\uc13c\ud2f0\ube0c\uac00 \uc131\uc219\ub418\uba74 \uc0c1\uc2b9 \uc7a0\uc7ac\ub825\uc744 \uc57d\uc18d\ud569\ub2c8\ub2e4. \uce90\ub098\ub2e4\uc758 Bay du Nord\ub294 \uce90\ub098\ub2e4 \ucd5c\ucd08\uc758 \ubd80\uc720\uc2dd \uc0dd\uc0b0 \uc2dc\uc2a4\ud15c \uc900\ube44 \uc720\ub9dd \uc9c0\uc5ed\uc774\uba70, \uc9c4\ud589\ub420 \uacbd\uc6b0 \ub274\ud380\ub4e4\ub79c\ub4dc \uc870\uc120\uc18c \uc5c5\uadf8\ub808\uc774\ub4dc\ub97c \ub118\uc5b4 \uc9c0\uc5ed \uac74\uc870 \ub2a5\ub825\uc744 \ud655\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uc911\uad6d, \uc778\ub3c4\ub124\uc2dc\uc544, \ud638\uc8fc\uac00 \uad6d\ub0b4 \ud0c4\ud654\uc218\uc18c\ub97c \uc6b0\uc120\uc2dc\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 11.18%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. CNOOC\uc758 \uae30\ub85d\uc801\uc778 \ubc1c\uacac \uc131\uacf5\uc740 \uc870\uc120\uc18c\ub97c \ubc14\uc058\uac8c \ud558\uace0 \uc788\uc73c\uba70, \uc911\uad6d \uacc4\uc57d\uc5c5\uccb4\ub4e4\uc740 \uad6d\uac00 \uae30\ud6c4 \ubaa9\ud45c\ub97c \ub4b7\ubc1b\uce68\ud558\uace0 \uc561\uccb4 \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub9ac\uae30 \uc704\ud574 \uc138\uacc4 \ucd5c\ucd08\uc758 \ud0c4\uc18c \ud3ec\uc9d1 \uc7a5\ube44\ub97c \uac16\ucd98 FPSO\ub97c \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uac1c\ud601\ub41c \uc0dd\uc0b0 \ubd84\ubc30 \uacc4\uc57d\uc740 \ub3d9\uce7c\ub9ac\ub9cc\ud0c4(East Kalimantan) \uc5f0\uc548\uc758 \uac1c\ucc99 \ube14\ub85d\uc744 \uc2e0\uc18d\ud558\uac8c \uc0c1\uc5c5\ud654\ud558\ub3c4\ub85d \uc124\uacc4\ub418\uc5c8\uc73c\uba70, \uc5ec\uae30\uc11c \ub9ac\uc2a4 \ubc0f \uc6b4\uc601 FPSO\uac00 \uac00\uc7a5 \uc2e4\ud604 \uac00\ub2a5\ud55c \uc6b4\uc1a1 \uacbd\ub85c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud55c\ud3b8, \ud55c\uad6d\uacfc \uc77c\ubcf8\uc740 \uc774\uc6c3 \uc2dc\uc7a5\uc5d0 \uace0\uae09 \uc0c1\ubd80 \uc124\ube44 \ubaa8\ub4c8, \ub3d9\uc801 \uc704\uce58 \uc81c\uc5b4 \ucd94\uc9c4\uae30, \uadf9\uc800\uc628 \uc7a5\ube44\ub97c \uacf5\uae09\ud558\uc5ec \uc9c0\uc5ed \uacbd\uc7c1\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ubd81\ud574\uc758 \uc131\uc219\ub3c4\ub85c \uc778\ud574 \uc810\uc720\uc728\uc740 \uc548\uc815\uc801\uc774\uc9c0\ub9cc \uc0c1\ub300\uc801\uc73c\ub85c \ub0ae\uc740 \uc131\uc7a5\uc744 \ubcf4\uc785\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc601\uad6d\uc758 \uc170\ud2c0\ub79c\ub4dc \uc11c\ubd80 \uc804\ub3d9\ud654 \ud0c0\uc774\ubc31\uacfc \ub178\ub974\uc6e8\uc774\uc758 \uc721\uc0c1 \uc804\ub825 \uacf5\uae09 \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \uc800\ud0c4\uc18c \uc6b4\uc601\uc744 \uc704\ud55c \uace0\uc0ac\uc591 \ubd80\uc720\uc2dd \uc0dd\uc0b0 \uc2dc\uc2a4\ud15c\uc758 \ud2c8\uc0c8 \ud074\ub7ec\uc2a4\ud130\ub97c \uc720\uc9c0\ud569\ub2c8\ub2e4. \ub0a8\ucabd\uc73c\ub85c\ub294 \ud0a4\ud504\ub85c\uc2a4\uc640 \uc774\uc2a4\ub77c\uc5d8 \uc5f0\uc548\uc758 \uc9c0\uc911\ud574 \uc2ec\ud574 \uc9c0\uc5ed\uc774 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID) \uc774\uc804 \ub2e8\uacc4\uc5d0 \uc788\uc73c\uba70, 10\ub144 \ud6c4\ubc18\uc5d0 \uc8fc\ubb38\uc744 \ub298\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub7ec\uc2dc\uc544\uc758 \ubd81\uadf9 FPSO \uc57c\ub9dd\uc740 \uc9c0\uc815\ud559\uc801 \uc81c\uc57d\uc73c\ub85c \uc778\ud574 \uc911\ub2e8\ub418\uc5b4, \uc720\ub7fd \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uc5ed\ub7c9\uc744 \uc544\ud504\ub9ac\uce74 \uba54\uac00 \ud504\ub85c\uc81d\ud2b8\uc640 \ube0c\ub77c\uc9c8 \ud504\ub9ac\uc194\ud2b8 \ucea0\ud398\uc778\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c \uc9c0\uc5ed \ub2e4\uac01\ud654\ub294 \ub2e8\uc77c \uc720\uc804\uc758 \uc8fc\uae30\uc801 \ubcc0\ub3d9\uc73c\ub85c\ubd80\ud130 FPS \uc2dc\uc7a5\uc744 \uc644\ucda9\ud569\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc0b0\uc5c5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc774\uba70, \uc870\uc120\uc18c\uc640 EPC \uae30\uc5c5\uc758 \ud1b5\ud569\uc774 \uc9c4\ud589\ub428\uc5d0 \ub530\ub77c \uc810\ucc28 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf00\ud3a0 \uc624\ud504\uc1fc\uc5b4 &#038; \ub9c8\ub9b0(Keppel Offshore &#038; Marine)\uacfc \uc148\ucf54\ud504 \ub9c8\ub9b0(Sembcorp Marine)\uc758 \ud569\ubcd1\uc740 \uc0c1\ud638 \ubcf4\uc644\uc801\uc778 \uc870\uc120\uc18c \uc2dc\uc124\uc744 \ud1b5\ud569\ud558\uace0 180\uc5b5 \uc2f1\uac00\ud3ec\ub974 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc218\uc8fc \uc794\uace0\uc5d0\uc11c \uc870\ub2ec \uc2dc\ub108\uc9c0\ub97c \uc2e4\ud604\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. SBM \uc624\ud504\uc1fc\uc5b4\ub294 20\ub144 \uc774\uc0c1 \uc9c0\uc18d\ub418\ub294 \uc6a9\uc120 \uacc4\uc57d\uc5d0 \uae30\ubc18\ud55c 337\uc5b5 \ub2ec\ub7ec\uc758 \uc218\uc8fc \uc794\uace0\ub85c \uacc4\uc57d\uc790 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc73c\uba70, \uc5f0\uae08\uacfc \uac19\uc740 \ud604\uae08 \ud750\ub984\uc758 \ub9e4\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. MODEC, BW \uc624\ud504\uc1fc\uc5b4, Bumi Armada\ub294 \uac01\uac01 \uc120\uccb4 \ud45c\uc900\ud654\uc640 \ub514\uc9c0\ud138 \ud2b8\uc708\uc744 \uac15\uc870\ud558\uc5ec \uac00\ub3d9 \uc2dc\uac04\uc73c\ub85c \ucc28\ubcc4\ud654\ud558\ub294 \uae30\uc874 \ub9ac\uc2a4 \uacc4\uce35\uc744 \uad6c\uc131\ud569\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220\uc740 \uc0c8\ub85c\uc6b4 \uacbd\uc7c1\uc758 \ucd5c\uc804\uc120\uc785\ub2c8\ub2e4. \uc5d0\ud034\ub178\ub974\uc758 Step-Change \ub514\uc9c0\ud138 \ud50c\ub7ab\ud3fc\uc740 \uc694\ud55c \uc2a4\ubca0\ub974\ub4dc\ub7fd(Johan Sverdrup)\uc758 \ub370\uc774\ud130 \ub808\uc774\ud06c\ub97c \ud1b5\ud569\ud558\uc5ec AI \uae30\ubc18 \uc720\ub3d9 \ubcf4\uc99d\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uace0 75%\uc758 \ud68c\uc218\uc728\uc744 \ub2ec\uc131\ud558\uc5ec \ubbf8\ub798 \uc218\uc8fc\uc5d0 \ub300\ud55c \uae30\uc900\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc \uc694\ud55c \uc2a4\ubca0\ub974\ub4dc\ub7fd 3\ub2e8\uacc4\uc5d0 \uc120\uc815\ub41c \ud14c\ud06c\ub2d9FMC(TechnipFMC)\uc758 iEPCI\u2122 \ubaa8\ub378\uc740 \ud574\uc800 \uc7a5\ube44\uc640 \uc720\uc804 \uc218\uba85 \uc11c\ube44\uc2a4\ub97c \ubc88\ub4e4\ub85c \uc81c\uacf5\ud558\uc5ec \uace0\uac1d\uc774 \uc778\ud130\ud398\uc774\uc2a4 \uc704\ud5d8\uacfc \uc77c\uc815\uc744 \ub2e8\ucd95\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. SLB \ubc0f \ubca0\uc774\ucee4 \ud734\uc988(Baker Hughes)\uc640 \uac19\uc740 OEM(\uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0) \uc5c5\uccb4\ub4e4\uc740 \uc804\ub3d9\ud654\ub41c \uc720\uc815 \ud5e4\ub4dc\uc640 \ud0c4\uc18c \ud3ec\uc9d1 \uc2a4\ud0a4\ub4dc\ub97c \uacf5\uae09\ud558\uae30 \uc704\ud574 \uacbd\uc7c1\ud558\uba70, \uc120\uccb4 \uacc4\uc57d\uc5c5\uccb4\uc640 \uc81c\ud734\ud558\uc5ec \uc5ec\ub7ec \ubc88 \uad6c\ucd95\ud560 \uc218 \uc788\ub294 \uc124\uacc4 \ud15c\ud50c\ub9bf\uc5d0 \uc7a5\ube44\ub97c \ub0b4\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\ud788 \uc8fc\uc694 \ub2e8\uc870\ud488, \uacc4\ub958 \uccb4\uc778, \uace0\uc555 \ub77c\uc774\uc800\uc758 \uacf5\uae09\ub9dd \uacbd\uc0c9\uc740 \ucd08\uae30 \ub2e8\uacc4 \ud504\ub808\uc774\ubc0d \uacc4\uc57d\uc758 \uac00\uce58\ub97c \ub192\uc785\ub2c8\ub2e4. \ud398\ud2b8\ub85c\ube0c\ub77c\uc2a4(Petrobras)\uc640 \uc258(Shell)\uacfc \uac19\uc740 \ub2e4\uc911 \uc790\uc0b0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uac00\uc9c4 \uc6b4\uc601\uc0ac\ub4e4\uc740 \uba87 \ub144 \uc804\uc5d0 \uc870\uc120\uc18c \uc2ac\ub86f\uc744 \ud655\ubcf4\ud558\uc5ec, \ub2a6\uac8c \uc9c4\uc785\ud558\ub294 \uc5c5\uccb4\ub4e4\uc740 2\ucc28 \uc120\uccb4\ub85c \ubc00\ub824\ub098\uac70\ub098 \ud55c\uacc4 \uc720\uc804 \uc6a9\uc120\uc73c\ub85c \uc804\ud658\ud558\uac8c \ub429\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c FPS \uc2dc\uc7a5\uc740 \uac74\uc870, \ub9ac\uc2a4, \uc6b4\uc601 \ubc0f \ud0c8\ud0c4\uc18c\ud654 \uc790\uaca9\uc744 \ub2e8\uc77c \uc81c\uc548\uc73c\ub85c \uacb0\ud569\ud560 \uc218 \uc788\ub294 \ud1b5\ud569 \ud50c\ub808\uc774\uc5b4\uc5d0\uac8c \uc720\ub9ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 FPS \uc0b0\uc5c5 \ub9ac\ub354:<br \/>\n*   \ud14c\ud06c\ub2d9FMC PLC (TechnipFMC PLC)<br \/>\n*   \ucf00\ud3a0 \uc624\ud504\uc1fc\uc5b4 &#038; \ub9c8\ub9b0 Ltd. (Keppel Offshore &#038; Marine Ltd.)<br \/>\n*   MODEC Inc.<br \/>\n*   BW \uc624\ud504\uc1fc\uc5b4 Ltd. (BW Offshore Ltd.)<br \/>\n*   SBM \uc624\ud504\uc1fc\uc5b4 N.V. (SBM Offshore N.V.)<\/p>\n<p># 7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 7\uc6d4: \uc5d0\ud034\ub178\ub974(Equinor)\ub294 AI \ucd5c\uc801\ud654 \uc720\uc804 \uad00\ub9ac\ub97c \ud1b5\ud574 4\ucc9c\ub9cc~5\ucc9c\ub9cc \ubc30\ub7f4\uc758 \ucd94\uac00 \uc11d\uc720 \ud658\uc0b0\ub7c9(boe) \ud68c\uc218\ub97c \ubaa9\ud45c\ub85c \ud558\ub294 \uc694\ud55c \uc2a4\ubca0\ub974\ub4dc\ub7fd(Johan Sverdrup) 3\ub2e8\uacc4 \ud504\ub85c\uc81d\ud2b8\ub97c \uc704\ud574 \ud14c\ud06c\ub2d9FMC(TechnipFMC)\uc640 53\uc5b5 \ub178\ub974\uc6e8\uc774 \ud06c\ub85c\ub124 \uaddc\ubaa8\uc758\uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud574\uc800 \uc720\uc804\uc5d0\uc11c \uc6d0\uc720, \ucc9c\uc5f0\uac00\uc2a4, \ubb3c \ub4f1\uc758 \uc720\uccb4\ub97c \ubd84\ub9ac \ubc0f \ucc98\ub9ac\ud558\ub294 \ud50c\ub7ab\ud3fc\uc778 \ubd80\uc720\uc2dd \uc0dd\uc0b0 \uc2dc\uc2a4\ud15c(Floating Production Systems, FPS) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd<br \/>\n\ubd80\uc720\uc2dd \uc0dd\uc0b0 \uc2dc\uc2a4\ud15c \uc2dc\uc7a5\uc740 2026\ub144 732.1\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uc5d0\ub294 1,173.5\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uc720\ud615, \uc218\uc2ec, \uac74\uc870 \ubc29\uc2dd \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\ud615\ubcc4: FPSO(Floating Production Storage and Offloading), TLP(Tension Leg Platform), SPAR, \ubc18\uc7a0\uc218\uc2dd(Semi-submersible), \ubc14\uc9c0\uc120(Barge) \ub4f1\uc73c\ub85c \ub098\ub269\ub2c8\ub2e4. \ud2b9\ud788 FPSO \uc720\ub2db\uc740 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 54.10%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc218\uc2ec\ubcc4: \ucc9c\ud574(400m \ubbf8\ub9cc), \uc2ec\ud574(400~1,500m), \ucd08\uc2ec\ud574(1,500m \ucd08\uacfc)\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \ucd08\uc2ec\ud574 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 10.62%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uac74\uc870 \ubc29\uc2dd\ubcc4: \uc2e0\uaddc \uac74\uc870(Newbuild)\uc640 \uac1c\uc870(Conversion)\ub85c \ubd84\ub958\ub429\ub2c8\ub2e4. \uac1c\uc870 \ubc29\uc2dd\uc740 \uc9e7\uc740 \ub9ac\ub4dc \ud0c0\uc784\uacfc \ub0ae\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4 \ub355\ubd84\uc5d0 2025\ub144 \uc804\uccb4 \ubc30\uce58\ub7c9\uc758 62.15%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5ec\uc804\ud788 \ub192\uc740 \uc778\uae30\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc5d0\ub108\uc9c0 \uc548\ubcf4 \uc815\ucc45\uacfc \uc0c1\ub2f9\ud55c \ud574\uc591 \uc720\uc804 \ubc1c\uacac\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 11.18%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \uc81c\uc57d \uc694\uc778<br \/>\n\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\ub85c\ub294 \uc2ec\ud574 \ud0d0\uc0ac \ud22c\uc790 \uc99d\uac00, \ucc9c\ud574 \ub9e4\uc7a5\ub7c9 \uac10\uc18c\uc5d0 \ub530\ub978 \ud574\uc591 \uc0dd\uc0b0 \uc804\ud658, FPSO \uac1c\uc870 \uae30\uc220 \ubc1c\uc804, \uc2e0\ud765\uad6d\uc758 \uc5d0\ub108\uc9c0 \uc548\ubcf4 \uac15\ud654 \ub178\ub825, \ud55c\uacc4 \uc720\uc804 \uc784\ub300 \ubaa8\ub378\uc758 \ud655\uc0b0, \uc0c1\ubd80 \uc124\ube44 \uc804\uae30\ud654\ub97c \ud1b5\ud55c \uc6b4\uc601 \ube44\uc6a9(OPEX) \uc808\uac10 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uc6d0\uc720 \uac00\uaca9 \ubcc0\ub3d9\uc131, \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c(CAPEX) \ubc0f \uc6b4\uc601 \ube44\uc6a9, \uc81c\ud55c\uc801\uc778 \ub300\ud615 \uc120\ubc15 \uac74\uc870 \ub2a5\ub825, ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uad00\ub828 \uc790\uae08 \uc870\ub2ec \uc81c\uc57d \ub4f1\uc774 \uc9c0\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p>3. \uacbd\uc7c1 \ud658\uacbd \ubc0f \uc8fc\uc694 \uae30\uc5c5<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc778\uc218\ud569\ubcd1(M&#038;A), \ud30c\ud2b8\ub108\uc2ed \ub4f1 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud55c \uacbd\uc7c1 \ud658\uacbd\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4. SBM Offshore N.V., MODEC Inc., BW Offshore Ltd, Keppel Offshore &#038; Marine Ltd, \uc0bc\uc131\uc911\uacf5\uc5c5(Samsung Heavy Industries Co. Ltd), \ud604\ub300\uc911\uacf5\uc5c5(Hyundai Heavy Industries Co. Ltd) \ub4f1 \uae00\ub85c\ubc8c \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uacfc \ucd5c\uadfc \ub3d9\ud5a5\uc774 \uc81c\uc2dc\ub429\ub2c8\ub2e4.<\/p>\n<p>4. \ubcf4\uace0\uc11c \uad6c\uc131<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \ubc94\uc704, \uc5f0\uad6c \ubc29\ubc95\ub860, \uacbd\uc601 \uc694\uc57d, \uc2dc\uc7a5 \uac1c\uc694(\uc2dc\uc7a5 \ub3d9\uc778, \uc81c\uc57d, \uacf5\uae09\ub9dd \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, Porter\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ud3ec\ud568), \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd \ub4f1 \ud3ec\uad04\uc801\uc778 \ub0b4\uc6a9\uc744 \ub2e4\ub8e8\uace0 \uc788\uc2b5\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-41059","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\/41059"}],"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=41059"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/41059\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=41059"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=41059"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=41059"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}