{"id":42398,"date":"2026-02-14T05:31:55","date_gmt":"2026-02-14T05:31:55","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/synthetic-graphite-market-mordor\/"},"modified":"2026-10-02T13:37:27","modified_gmt":"2026-10-02T04:37:27","slug":"synthetic-graphite-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/synthetic-graphite-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc778\uc870\ud751\uc5f0 \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\/synthetic-graphite-market-1767947470948-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\/synthetic-graphite-market-size-image-1767947495001.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud604\ud669<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 \uc804\uae30\ucc28 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc81c\uac15 \ubd84\uc57c\uc5d0\uc11c \ucd08\uace0\ucd9c\ub825(UHP) \uc804\uae30\ub85c(EAF) \ud65c\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \ucd08\uace0\uc21c\ub3c4 \uc591\uadf9\uc7ac\ub97c \ud544\uc694\ub85c \ud558\ub294 \ub354 \ube60\ub978 \ucda9\uc804\uc758 \ud504\ub9ac\ubbf8\uc5c4 EV \ubaa8\ub378<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud604\uc9c0 \uc591\uadf9\uc7ac \uae30\uac00\ud329\ud1a0\ub9ac\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.5 \ucc28\uc138\ub300 \ubc30\ud130\ub9ac\uc5d0\uc11c \uc2e4\ub9ac\ucf58-\ud751\uc5f0 \ubcf5\ud569 \uc591\uadf9\uc7ac\uc758 \ud655\uc7a5<\/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 \ub192\uc740 \uc81c\uc870 \ube44\uc6a9 \ubc0f \uc5d0\ub108\uc9c0 \uc9d1\uc57d\ub3c4<\/li>\n<li class=\"toc-level-3\">4.3.2 \ucc9c\uc5f0 \ud751\uc5f0\uacfc\uc758 \uac00\uaca9 \ucc28\uc774\ub85c \uc778\ud55c \ud63c\ud569 \uc591\uadf9\uc7ac \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.3.3 \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \uc870\uae30 \uc0c1\uc6a9\ud654\ub85c \uc778\ud55c \ud751\uc5f0 \uc218\uc694 \uac10\uc18c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.5.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.5 \uacbd\uc7c1\uc758 \uc815\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 (\uac00\uce58 \ubc0f \ubb3c\ub7c9)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc81c\ud488 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud751\uc5f0 \uc591\uadf9<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud751\uc5f0 \ube14\ub85d<\/li>\n<li class=\"toc-level-3\">5.1.3 \uae30\ud0c0 \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc6a9\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc57c\uae08<\/li>\n<li class=\"toc-level-3\">5.2.3 \ubd80\ud488 \ubc0f \uad6c\uc131 \uc694\uc18c<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc6d0\uc790\ub825<\/li>\n<li class=\"toc-level-3\">5.2.5 \uae30\ud0c0 \uc6a9\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.2 \ucca0\uac15 \ubc0f \uae08\uc18d<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc804\uc790 \ubc0f \uc804\uae30<\/li>\n<li class=\"toc-level-3\">5.3.5 \ud654\ud559 \ubc0f \uc11d\uc720\ud654\ud559<\/li>\n<li class=\"toc-level-3\">5.3.6 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.3.7 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.5 \uc778\ub3c4\ub124\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.1.6 \ub9d0\ub808\uc774\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.1.7 \ud0dc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.8 \ubca0\ud2b8\ub0a8<\/li>\n<li class=\"toc-level-4\">5.4.1.9 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.4.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \ubd81\uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.3.7 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.8 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \ucf5c\ub86c\ube44\uc544<\/li>\n<li class=\"toc-level-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 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.5.4 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.5 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.6 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728(%)\/\uc21c\uc704 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Anovion LLC<\/li>\n<li class=\"toc-level-3\">6.4.2 Asbury Carbons<\/li>\n<li class=\"toc-level-3\">6.4.3 BTR New Material Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 Fengda Carbon New Material Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 GrafTech International<\/li>\n<li class=\"toc-level-3\">6.4.6 Graphit Kropfm\u00fchl GmbH<\/li>\n<li class=\"toc-level-3\">6.4.7 Graphite India Limited<\/li>\n<li class=\"toc-level-3\">6.4.8 HEG Limited<\/li>\n<li class=\"toc-level-3\">6.4.9 Imerys<\/li>\n<li class=\"toc-level-3\">6.4.10 Mersen<\/li>\n<li class=\"toc-level-3\">6.4.11 Mitsubishi Chemical Group Corporation<\/li>\n<li class=\"toc-level-3\">6.4.12 Nippon Carbon Co Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 NOVONIX Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Resonac Holdings Corporation<\/li>\n<li class=\"toc-level-3\">6.4.15 SEC CARBON, LIMITED.<\/li>\n<li class=\"toc-level-3\">6.4.16 SGL Carbon<\/li>\n<li class=\"toc-level-3\">6.4.17 Shanghai PTL New Energy Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Shanghai Shanshan Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Superior Graphite<\/li>\n<li class=\"toc-level-3\">6.4.20 Tokai COBEX GmbH<\/li>\n<li class=\"toc-level-3\">6.4.21 Vianode<\/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>\ud569\uc131 \ud751\uc5f0 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>Mordor Intelligence\uc758 &#8216;\ud569\uc131 \ud751\uc5f0 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d&#8217; \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \ud569\uc131 \ud751\uc5f0 \uc2dc\uc7a5\uc740 2026\ub144 36\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 50\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 6.85%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c \uc804\uae30\ucc28(EV) \uc0dd\uc0b0 \uac00\uc18d\ud654, \uc9c0\uc5ed \uacf5\uae09\ub9dd \ud604\uc9c0\ud654 \uc778\uc13c\ud2f0\ube0c, \uadf8\ub9ac\uace0 \ucd08\uace0\uc804\ub825 \uc804\uae30\ub85c(UHP EAF)\ub97c \uc774\uc6a9\ud55c \ucca0\uac15 \uc81c\uc870\ub85c\uc758 \uc810\uc9c4\uc801\uc778 \uc804\ud658\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub420 \uac83\uc785\ub2c8\ub2e4. \ubc30\ud130\ub9ac \ub4f1\uae09 \uc74c\uadf9\uc7ac \uc218\uc694\ub294 \uc804\ud1b5\uc801\uc778 \uc804\uadf9 \uc18c\ube44\ubcf4\ub2e4 \ube60\ub974\uac8c \uc99d\uac00\ud558\uace0 \uc788\uc73c\ub098, \uc804\uadf9 \ubd80\ubb38\uc740 \uc911\uad6d\uc758 \uacfc\uc789 \uc0dd\uc0b0\uc73c\ub85c \uc778\ud55c \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9 \ud558\ub77d\uc73c\ub85c \ub9c8\uc9c4 \uc555\ubc15\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \ud1b5\uacc4<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 2021\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc2dc\uc7a5\uc744 \ubd84\uc11d\ud558\uba70, \uc81c\ud488 \uc720\ud615(\ud751\uc5f0 \uc74c\uadf9\uc7ac, \ud751\uc5f0 \ube14\ub85d, \uae30\ud0c0), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ubc30\ud130\ub9ac, \uc57c\uae08 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc790\ub3d9\ucc28, \ucca0\uac15 \ubc0f \uae08\uc18d, \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \uac00\uce58(USD) \ubc0f \ubb3c\ub7c9(\ud1a4) \uae30\uc900\uc73c\ub85c \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 &#8216;\uc911\uac04&#8217; \uc218\uc900\uc73c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \uc804\uae30\ucc28(EV) \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc218\uc694 \uc99d\uac00: \ubc30\ud130\ub9ac \ub4f1\uae09 \ud569\uc131 \ud751\uc5f0\uc740 50ppm \ubbf8\ub9cc\uc758 \uae08\uc18d \ubd88\uc21c\ubb3c\uacfc 10-20\u03bcm\uc758 \uc785\uc790 \ud06c\uae30 \ubd84\ud3ec\ub97c \uc694\uad6c\ud558\uba70, \uc774\ub294 \ucf54\ud305 \ubc0f \uc815\uc81c \ub77c\uc778\uc5d0 \uc0c1\ub2f9\ud55c \ud22c\uc790\ub97c \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\ub108\ub7f4 \ubaa8\ud130\uc2a4(GM)\uc640 \ube44\uc544\ub178\ub4dc(Vianode)\uc758 2024\ub144 \uacf5\uae09 \uacc4\uc57d\uc740 \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \uc2e0\uaddc \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uae09\uc99d\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub098\ub178\uadf8\ub798\ud504(NanoGraf)\uc758 Onyx\uc640 \uac19\uc740 \uc2e4\ub9ac\ucf58-\ud751\uc5f0 \ubcf5\ud569\uc7ac\ub294 30% \ub354 \ub192\uc740 \uc911\ub7c9 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\uba70 \uc21c\uc218 \ud751\uc5f0\uc758 \uc131\ub2a5 \uae30\uc900\uc744 \uc0c1\ud5a5 \uc870\uc815\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ud305\ub41c \uace0\uc21c\ub3c4 \ub4f1\uae09\uc740 \ud1a4\ub2f9 12,000-15,000\ub2ec\ub7ec\uc5d0 \uac70\ub798\ub418\ub294 \ubc18\uba74, \uc77c\ubc18 \uc0c1\ud488\uc740 8,000-9,000\ub2ec\ub7ec\ub85c \uac00\uaca9\uc774 \uc774\uc6d0\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \ud604\uc9c0 \uc0dd\uc0b0 \uc694\uac74(2025\ub144 60%, 2027\ub144 80%\ub85c \uc99d\uac00)\uc740 \uaddc\uc81c \uc900\uc218 \ud569\uc131 \ud751\uc5f0\uc758 \uc9c0\uc5ed\uc801 \uc218\uc694\ub97c \ub354\uc6b1 \uc99d\ud3ed\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ucca0\uac15 \uc81c\uc870\uc758 \ucd08\uace0\uc804\ub825 \uc804\uae30\ub85c(UHP EAF) \ud65c\uc6a9 \uc99d\ub300: UHP \uc804\uadf9\uc740 \ud0ed-\ud22c-\ud0ed(tap-to-tap) \uc2dc\uac04\uc744 40\ubd84 \ubbf8\ub9cc\uc73c\ub85c \ub2e8\ucd95\ud558\uc5ec, \ub2e8\uc704 \uc0dd\uc0b0\ub7c9\ub2f9 \ud751\uc5f0 \uc18c\ube44 \uac15\ub3c4\uac00 \ub0ae\uc544\ub3c4 \uc804\uccb4 \uc804\uadf9 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \ud3ec\uc2a4\ucf54(POSCO)\uc758 2026\ub144\uae4c\uc9c0 \uc5f0\uac04 20,000\ud1a4\uc758 300mm UHP \uc804\uadf9 \ud604\uc9c0\ud654 \uacc4\ud68d\uc740 \ucca0\uac15 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc911\uad6d \uc218\ucd9c \ubd88\ud655\uc2e4\uc131\uacfc \uc6b4\uc1a1 \ubcc0\ub3d9\uc131\uc5d0 \ub300\ube44\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. 1.0 \u00d7 10\u207b\u2076 \u00b0C\u207b\u00b9 \ubbf8\ub9cc\uc758 CTE(\uc5f4\ud33d\ucc3d \uacc4\uc218)\ub97c \uac00\uc9c4 \ub2c8\ub4e4 \ucf54\ud06c\uc758 \uc801\uaca9 \uacf5\uae09\uc5c5\uccb4\uac00 \uc804 \uc138\uacc4\uc801\uc73c\ub85c 10\uac1c \ubbf8\ub9cc\uc73c\ub85c \uc81c\ud55c\ub418\uc5b4 \uc788\uc5b4 \uc774 \ubd80\ubb38\uc758 \uac00\uaca9 \uacb0\uc815\ub825\uc774 \uc720\uc9c0\ub418\ub098, \uc911\uad6d\uc0b0 \uc800\uac00 \uc218\uc785\ud488\uc740 \uc5ec\uc804\ud788 \ub9c8\uc9c4 \uc555\ubc15\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uace0\uae09 \uc804\uae30\ucc28 \ubaa8\ub378\uc758 \ucd08\uace0\uc21c\ub3c4 \uc74c\uadf9\uc7ac \uc694\uad6c: 15\ubd84 \uc774\ub0b4 10-80% \ucda9\uc804\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 \ucd08\uace0\uc18d \ucda9\uc804 \uc0ac\uc591\uc740 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 10nm \ubbf8\ub9cc\uc758 \ud0c4\uc18c \ucf54\ud305\uacfc 0.95 \uc774\uc0c1\uc758 \uc785\uc790 \uad6c\ud615\ub3c4\ub97c \uac00\uc9c4 \uc74c\uadf9\uc7ac\ub97c \uc694\uad6c\ud558\uac8c \ud569\ub2c8\ub2e4. NOVONIX\uc758 \ucc44\ud130\ub204\uac00(Chattanooga) \ub77c\uc778\uc740 2026\ub144 \ub9d0\uae4c\uc9c0 \uc5f0\uac04 16,000\ud1a4 \uaddc\ubaa8\ub85c \ud655\uc7a5\ub420 \uc608\uc815\uc774\uba70, 4C \uc18d\ub3c4\uc5d0\uc11c 1,500\uc0ac\uc774\ud074 \uc774\uc0c1 \ub9ac\ud2ac \uc190\uc2e4\uc744 5% \ubbf8\ub9cc\uc73c\ub85c \uc720\uc9c0\ud558\ub294 \ucf54\ud305 \uacf5\uc815\uc744 \uc774\ubbf8 \uac80\uc99d\ud588\uc2b5\ub2c8\ub2e4. \ud000\ud140\uc2a4\ucf00\uc774\ud504(QuantumScape) \ubc0f \uc194\ub9ac\ub4dc \ud30c\uc6cc(Solid Power)\uc758 \uc804\uace0\uccb4 \ubc0f \ub9ac\ud2ac \uae08\uc18d \ubc30\ud130\ub9ac \ud504\ub85c\ud1a0\ud0c0\uc785\uc740 2028\ub144 \uc774\ud6c4 \uc218\uc694\ub97c \uc7ac\ud3b8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ud604\uc9c0 \uc74c\uadf9\uc7ac \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124\uc744 \uc704\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c: \ubbf8\uad6d \ucca8\ub2e8 \uc81c\uc870 \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c(AMPC, kWh\ub2f9 10\ub2ec\ub7ec)\ub294 \ucf54\ud305\ub41c \uc74c\uadf9\uc7ac \ube44\uc6a9 \uad6c\uc870\uc758 15-20%\ub97c \ud6a8\uacfc\uc801\uc73c\ub85c \ucda9\ub2f9\ud558\uc5ec \ud504\ub85c\uc81d\ud2b8 \ud68c\uc218 \uae30\uac04\uc744 10\ub144 \ubbf8\ub9cc\uc73c\ub85c \ub2e8\ucd95\ud569\ub2c8\ub2e4. \uce90\ub098\ub2e4 \uc804\ub7b5 \ud601\uc2e0 \uae30\uae08(SIF)\uc740 \ube44\uc544\ub178\ub4dc \uc628\ud0c0\ub9ac\uc624 \uacf5\uc7a5\uc5d0 3\uc5b5 \uce90\ub098\ub2e4 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc73c\uba70, EU \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(CRMA)\uc740 \ud5c8\uac00 \uae30\uac04\uc744 8-10\ub144\uc5d0\uc11c 4\ub144 \ubbf8\ub9cc\uc73c\ub85c \ub2e8\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc9c1 \ud1b5\ud569\ub41c \uc140 \uc81c\uc870\uc5c5\uccb4\uc5d0 \uc720\ub9ac\ud55c \ubcf4\uc870\uae08 \uad6c\uc870\ub294 \uc21c\uc218 \uc74c\uadf9\uc7ac \uc0dd\uc0b0 \uc5c5\uccb4\uc5d0 10-15%\uc758 \uc790\ubcf8 \ube44\uc6a9 \ubd88\uc774\uc775\uc744 \uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4. EU \ubc30\ud130\ub9ac \uc5ec\uad8c\uc758 2026\ub144 \ud0c4\uc18c \ubc1c\uc790\uad6d \uacf5\uac1c \uc758\ubb34\ub294 \ud569\uc131 \ud751\uc5f0 \uc2dc\uc7a5\uc5d0 \uc0c8\ub85c\uc6b4 \uaddc\uc81c \ud658\uacbd\uc744 \uc870\uc131\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uc2e4\ub9ac\ucf58-\ud751\uc5f0 \ubcf5\ud569 \uc74c\uadf9\uc7ac\uc758 \ucc28\uc138\ub300 \ubc30\ud130\ub9ac \uc801\uc6a9 \ud655\ub300: \uc2e4\ub9ac\ucf58-\ud751\uc5f0 \ubcf5\ud569 \uc74c\uadf9\uc7ac\ub294 \uae30\uc874 \uc21c\uc218 \ud751\uc5f0 \uc74c\uadf9\uc7ac \ub300\ube44 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\uba70, \ucc28\uc138\ub300 \ubc30\ud130\ub9ac \uae30\uc220\uc758 \ud575\uc2ec \uc694\uc18c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud504\ub9ac\ubbf8\uc5c4 EV \ubaa8\ub378\uc5d0\uc11c \uc21c\uc218 \ud751\uc5f0\uc758 \uc218\uc694\ub97c \uc77c\ubd80 \ub300\uccb4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc131\uc7a5 \uc800\ud574 \uc694\uc778<\/p>\n<p>*   \ub192\uc740 \uc81c\uc870 \ube44\uc6a9 \ubc0f \uc5d0\ub108\uc9c0 \uc9d1\uc57d\ub3c4: \ud569\uc131 \ud751\uc5f0 \uc0dd\uc0b0\uc740 2,800-3,000\u00b0C\uc758 \ud751\uc5f0\ud654 \uacf5\uc815\uc73c\ub85c \uc778\ud574 \ud1a4\ub2f9 10-15MWh\uc758 \ub192\uc740 \uc804\ub825\uc744 \uc18c\ube44\ud569\ub2c8\ub2e4. 2024\ub144 \uc720\ub7fd\uc758 \uc0b0\uc5c5\uc6a9 \uc804\ub825 \ud3c9\uade0 \uac00\uaca9\uc740 MWh\ub2f9 150-180\uc720\ub85c\ub85c, \uc5d0\ub108\uc9c0 \ube44\uc6a9\uc774 \ud604\uae08 \ube44\uc6a9\uc758 40-45%\ub97c \ucc28\uc9c0\ud558\uba70 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. SGL Carbon\uc740 2024\ub144 \uc5d0\ub108\uc9c0 \uc778\ud50c\ub808\uc774\uc158\uacfc \uace0\uc815 \uac00\uaca9 \uacc4\uc57d\uc73c\ub85c \uc778\ud574 \ub9c8\uc9c4\uc774 12% \uac10\uc18c\ud588\ub2e4\uace0 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4. \uc784\uba54\ub9ac\uc2a4(Imerys) \ubc0f \uba54\ub974\uc13c(Mersen)\uacfc \uac19\uc740 \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub97c 15-20% \uc904\uc774\ub294 \uc720\ub3c4 \uc6a9\uad11\ub85c\ub97c \uc2dc\ud5d8\ud558\uace0 \uc788\uc73c\ub098, 10,000\ud1a4 \ubaa8\ub4c8\ub2f9 5\ucc9c\ub9cc-6\ucc9c\ub9cc \uc720\ub85c\uc758 \ub192\uc740 \ucd08\uae30 \uc790\ubcf8 \ube44\uc6a9\uc774 \ucc44\ud0dd\uc744 \ub2a6\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc801\uaca9 \ub2c8\ub4e4 \ucf54\ud06c\ub97c \uc0dd\uc0b0\ud558\ub294 \uc815\uc720 \uacf5\uc7a5\uc774 10\uac1c \ubbf8\ub9cc\uc73c\ub85c \uc81c\ud55c\uc801\uc774\uc5b4\uc11c \uc6d0\ub8cc \uacf5\uae09\uc758 \uc81c\uc57d\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ucc9c\uc5f0 \ud751\uc5f0\uacfc\uc758 \uac00\uaca9 \uaca9\ucc28\ub85c \uc778\ud55c \ud63c\ud569 \uc74c\uadf9\uc7ac \uc0ac\uc6a9 \uc99d\uac00: 2024\ub144 9\uc6d4 \ucc9c\uc5f0 \uc778\uc0c1 \ud751\uc5f0 \uac00\uaca9\uc774 \ud1a4\ub2f9 3,200-3,400\uc704\uc548\uc73c\ub85c 40% \ud558\ub77d\ud558\uba74\uc11c \ud569\uc131 \ud751\uc5f0\uacfc\uc758 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc774 \uc904\uc5b4\ub4e4\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc77c\ubd80 \uc911\uad6d \uc140 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 70:30 \ube44\uc728\uc758 \ucc9c\uc5f0-\ud569\uc131 \ud63c\ud569 \uc74c\uadf9\uc7ac\ub97c \uc2dc\ud5d8\ud558\uc5ec \uc74c\uadf9\uc7ac \ube44\uc6a9\uc744 \uc57d 20% \uc808\uac10\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ucc9c\uc5f0 \ud751\uc5f0\uc740 \uc885\uc885 200ppm \uc774\uc0c1\uc758 \ucca0\uacfc \ubc14\ub098\ub4d0\uc744 \ud568\uc720\ud558\uc5ec \ucd94\uac00 \uc815\uc81c\uac00 \ud544\uc694\ud558\uba70, \uc774\ub294 \ucd08\uae30 \ube44\uc6a9 \uc808\uac10 \ud6a8\uacfc\ub97c \uc0c1\uc1c4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud14c\uc2ac\ub77c(Tesla)\uc640 GM\uacfc \uac19\uc740 \ud504\ub9ac\ubbf8\uc5c4 \ube0c\ub79c\ub4dc\ub294 \ud63c\ud569 \uc74c\uadf9\uc7ac\ub97c \uacf5\uae09\uc5c5\uccb4 \uc790\uaca9\uc5d0\uc11c \uc81c\uc678\ud558\uace0 \uc788\uc5b4 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc5d0\ub294 \ud55c\uacc4\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \ucd08\uae30 \uc0c1\uc6a9\ud654 \uac00\ub2a5\uc131: \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \uc0c1\uc6a9\ud654\ub294 \uc7a5\uae30\uc801\uc73c\ub85c \ud751\uc5f0 \uc218\uc694\ub97c \uac10\uc18c\uc2dc\ud0ac \uc7a0\uc7ac\uc801 \uc704\ud611 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc81c\ud488 \uc720\ud615\ubcc4: \ud575 \ub4f1\uae09, \ubc18\ub3c4\uccb4 \ub4f1\uae09, \uc720\uc5f0 \ud751\uc5f0 \ub4f1 &#8216;\uae30\ud0c0&#8217; \ubd80\ubb38\uc774 \uae34 \uc790\uaca9 \uc2ec\uc0ac \uae30\uac04\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \ud569\uc131 \ud751\uc5f0 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 55.87%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ud751\uc5f0 \uc74c\uadf9\uc7ac\ub294 2025\ub144 \ub9e4\ucd9c\uc758 \uc57d 25%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 8.27%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ucf54\ud305\ub41c \uc74c\uadf9\uc7ac\ub294 18-22%\uc758 \ub192\uc740 EBITDA \ub9c8\uc9c4\uc744 \uae30\ub85d\ud558\ub294 \ubc18\uba74, \uc804\uadf9 \uc81c\uc870\uc5c5\uccb4\ub294 \uc911\uad6d\uc0b0 \uc218\uc785 \uc555\ub825\uc73c\ub85c \uc778\ud574 8-12%\uc758 \ub0ae\uc740 \ub9c8\uc9c4\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uadf8\ub8f914(Group14)\uc758 \ubaa8\uc138\uc2a4 \ub808\uc774\ud06c(Moses Lake) \uacf5\uc7a5\uc5d0\uc11c \ucd9c\ud558\ub41c \uc2e4\ub9ac\ucf58-\ud751\uc5f0 \ubcf5\ud569\uc7ac\ub294 2025\ub144 \ub3d9\uc548 4,000\ud1a4\uc758 \uae30\uc874 \uc74c\uadf9\uc7ac\ub97c \ub300\uccb4\ud558\uba70 \ud504\ub9ac\ubbf8\uc5c4 EV \ubaa8\ub378\uc5d0\uc11c \uc21c\uc218 \ud751\uc5f0\uc758 \ubb3c\ub7c9\uc744 \uc7a0\uc2dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \uc57c\uae08 \ubd80\ubb38\uc774 2025\ub144 49.64%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uc5ec\uc804\ud788 \uc120\ub450\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ubc30\ud130\ub9ac \ubd80\ubb38\uc740 2030\ub144\uae4c\uc9c0 \uc804 \uc138\uacc4 \uc140 \uc0dd\uc0b0\ub7c9\uc774 2,000GWh\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub428\uc5d0 \ub530\ub77c 8.44%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc530, \ubca0\uc5b4\ub9c1, \uc5f4\uad50\ud658\uae30 \ub4f1 \ubd80\ud488 \ubc0f \uad6c\uc131 \uc694\uc18c\ub294 \ubc18\ub3c4\uccb4 \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 \uc911\uac04 \ud55c \uc790\ub9bf\uc218 \uc131\uc7a5\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ud305\ub41c \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac\ub294 18-22%\uc758 \ub192\uc740 EBITDA \ub9c8\uc9c4\uc744 \uc81c\uacf5\ud558\ub294 \ubc18\uba74, \uc804\uadf9 \ub4f1\uae09\uc740 \uc57d 10%\ub85c \ub9c8\uc9c4\uc774 \ub0ae\uc740 \uacbd\ud5a5\uc744 \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ucca0\uac15 \ubc0f \uae08\uc18d \ubd80\ubb38\uc774 2025\ub144 \ud569\uc131 \ud751\uc5f0 \uc2dc\uc7a5\uc758 60.77%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ubd80\ubb38\uc740 EV \uc0dd\uc0b0\uc774 2024\ub144 1,400\ub9cc \ub300\uc5d0\uc11c 2030\ub144 \uc57d 3,000\ub9cc \ub300\ub85c \uc99d\uac00\ud568\uc5d0 \ub530\ub77c 8.56%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub9ac\ub4dc \ubc30\ud130\ub9ac \ubc0f \uc5f0\ub8cc \uc804\uc9c0\ub97c \ud3ec\ud568\ud55c \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ub610\ud55c \ud751\uc5f0 \uc218\uc694\uac00 \ud06c\uac8c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. CATL, LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \uc0bc\uc131SDI, \ud30c\ub098\uc18c\ub2c9 \ub4f1 \uc8fc\uc694 \uc140 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc804 \uc138\uacc4 \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac \ubb3c\ub7c9\uc758 \uc57d 4\ubd84\uc758 3\uc744 \uad6c\ub9e4\ud558\uace0 \uc788\uc5b4 \uc2dc\uc7a5 \uc9d1\uc911 \uc704\ud5d8\uc774 \ub192\uc2b5\ub2c8\ub2e4. EU \ubc30\ud130\ub9ac \uaddc\uc815\uc758 2026\ub144 \ud0c4\uc18c \ubc1c\uc790\uad6d \uacf5\uac1c \uc758\ubb34\ub294 \uc218\ub825 \ubc1c\uc804 \uae30\ubc18\uc758 \ub178\ub974\uc6e8\uc774 \ubc0f \uce90\ub098\ub2e4 \uacf5\uc7a5\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2023\ub144 \ud569\uc131 \ud751\uc5f0 \uc2dc\uc7a5\uc758 70% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc911\uad6d, \ud55c\uad6d, \uc77c\ubcf8 \ub4f1 \uc8fc\uc694 \ubc30\ud130\ub9ac \ubc0f \uc804\uae30\ucc28 \uc0dd\uc0b0\uad6d\uc758 \uac15\ub825\ud55c \uc218\uc694\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \ud2b9\ud788 \uc911\uad6d\uc740 \uc804 \uc138\uacc4 \ud569\uc131 \ud751\uc5f0 \uc0dd\uc0b0 \ubc0f \uc18c\ube44\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\uba70, \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac \ubc0f \ucca0\uac15 \uc0b0\uc5c5\uc758 \uc131\uc7a5\uc774 \uc2dc\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc740 \ub610\ud55c \uc8fc\uc694 \ud751\uc5f0 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc758 \ubcf8\uac70\uc9c0\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\ub7fd: \uc720\ub7fd\uc740 \uc804\uae30\ucc28 \uc0dd\uc0b0 \uc99d\uac00\uc640 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS) \ud655\ub300\ub85c \uc778\ud574 \ud569\uc131 \ud751\uc5f0 \uc218\uc694\uac00 \ube60\ub974\uac8c \uc99d\uac00\ud558\uace0 \uc788\ub294 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. EU\uc758 \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c\uc640 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \ud604\uc9c0\ud654 \uc815\ucc45\uc740 \uce5c\ud658\uacbd\uc801\uc778 \uc0dd\uc0b0 \ubc29\uc2dd\uacfc \uc5ed\ub0b4 \uacf5\uae09\ub9dd \uad6c\ucd95\uc744 \uc7a5\ub824\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c, \ud504\ub791\uc2a4, \uc2a4\uc6e8\ub374 \ub4f1\uc740 \ubc30\ud130\ub9ac \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124\uc5d0 \uc801\uadf9\uc801\uc73c\ub85c \ud22c\uc790\ud558\uba70 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \ubd81\ubbf8 \uc9c0\uc5ed\uc740 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uacfc \ud568\uaed8 \ubc30\ud130\ub9ac \uc81c\uc870 \uc5ed\ub7c9 \uac15\ud654\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc815\ubd80\uc758 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uacfc \uac19\uc740 \uc815\ucc45\uc740 \uad6d\ub0b4 \ubc30\ud130\ub9ac \ubc0f \ud575\uc2ec \uad11\ubb3c \uacf5\uae09\ub9dd \uad6c\ucd95\uc744 \ucd09\uc9c4\ud558\uba70, \uc774\ub294 \ud569\uc131 \ud751\uc5f0 \uc218\uc694 \uc99d\uac00\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce90\ub098\ub2e4\ub294 \uc218\ub825 \ubc1c\uc804\uc744 \uae30\ubc18\uc73c\ub85c \ud55c \uce5c\ud658\uacbd \ud751\uc5f0 \uc0dd\uc0b0 \uc2dc\uc124\uc744 \ud1b5\ud574 EU\uc758 \ud0c4\uc18c \ubc1c\uc790\uad6d \uaddc\uc81c\uc5d0 \uc720\ub9ac\ud55c \uc704\uce58\ub97c \uc810\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\ud0c0 \uc9c0\uc5ed: \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 \ud604\uc7ac \ud569\uc131 \ud751\uc5f0 \uc2dc\uc7a5\uc5d0\uc11c \ucc28\uc9c0\ud558\ub294 \ube44\uc911\uc740 \uc791\uc9c0\ub9cc, \uc7a5\uae30\uc801\uc73c\ub85c \uc0b0\uc5c5\ud654 \ubc0f \uc778\ud504\ub77c \uac1c\ubc1c\uacfc \ud568\uaed8 \uc7a0\uc7ac\uc801\uc778 \uc131\uc7a5 \ub3d9\ub825\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc2e0\ud765\uad6d\ub4e4\uc758 \uc804\uae30\ucc28 \ub3c4\uc785 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \uad6c\ucd95 \uacc4\ud68d\uc740 \ud5a5\ud6c4 \ud751\uc5f0 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud569\uc131 \ud751\uc5f0 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 2,500\u00b0C \uc774\uc0c1\uc5d0\uc11c \uc11d\uc720 \ucf54\ud06c\uc2a4, \ub2c8\ub4e4 \ucf54\ud06c\uc2a4 \ub610\ub294 \ucf5c\ud0c0\ub974 \ud53c\uce58\ub97c \ud751\uc5f0\ud654\ud558\uc5ec \uc81c\uc870\ub41c \uace0\uc21c\ub3c4 \ud751\uc5f0 \uc7ac\ub8cc(\uc804\uadf9, \uc591\uadf9\uc7ac, \ubbf8\uc138 \ube14\ub85d, \ud2b9\uc218 \ud615\uc0c1 \ub4f1)\uc758 \uac00\uce58\ub97c \ub2e4\ub8e8\uba70, \uc7ac\ud65c\uc6a9 \ud751\uc5f0\uc774\ub098 \ucc9c\uc5f0-\ud569\uc131 \ud63c\ud569 \ubd84\ub9d0\uc740 \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \ud569\uc131 \ud751\uc5f0 \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 50\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 \uc5f0\ud3c9\uade0 6.85%\uc758 \uc131\uc7a5\ub960(CAGR)\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4. \ud2b9\ud788 \ubc30\ud130\ub9ac \uc751\uc6a9 \ubd84\uc57c\ub294 \uae00\ub85c\ubc8c \ub9ac\ud2ac \uc774\uc628 \uc140 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 8.44%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc804\uae30\ucc28(EV) \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc218\uc694 \uc99d\uac00, \ucca0\uac15 \uc81c\uc870\uc5d0\uc11c \ucd08\uace0\ucd9c\ub825(UHP) \uc804\uae30\ub85c(EAF) \ud65c\uc6a9 \ud655\ub300, \ucd08\uace0\uc21c\ub3c4 \uc591\uadf9\uc7ac\ub97c \uc694\uad6c\ud558\ub294 \ud504\ub9ac\ubbf8\uc5c4 EV \ubaa8\ub378\uc758 \ube60\ub978 \ucda9\uc804 \uae30\uc220 \ubc1c\uc804, \ud604\uc9c0 \uc591\uadf9\uc7ac \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124\uc744 \uc704\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c, \uadf8\ub9ac\uace0 \ucc28\uc138\ub300 \ubc30\ud130\ub9ac\uc5d0\uc11c \uc2e4\ub9ac\ucf58-\ud751\uc5f0 \ubcf5\ud569 \uc591\uadf9\uc7ac\uc758 \ud655\uc7a5\uc774 \uaf3d\ud799\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \ub192\uc740 \uc81c\uc870 \ube44\uc6a9\uacfc \uc5d0\ub108\uc9c0 \uc9d1\uc57d\ub3c4, \ucc9c\uc5f0 \ud751\uc5f0\uacfc\uc758 \uac00\uaca9 \uaca9\ucc28\ub85c \uc778\ud55c \ud63c\ud569 \uc591\uadf9\uc7ac \uc0ac\uc6a9 \uc99d\uac00, \uadf8\ub9ac\uace0 \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \ucd08\uae30 \uc0c1\uc6a9\ud654\ub85c \uc778\ud55c \ud751\uc5f0 \uc218\uc694 \uac10\uc18c \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub098\ud2b8\ub968 \uc774\uc628 EV\ub294 \ub300\ub2f9 8~10kg\uc758 \ud751\uc5f0\uc744 \ub300\uccb4\ud560 \uc218 \uc788\uc73c\uba70, 2028\ub144\uae4c\uc9c0 \uc804 \uc138\uacc4 EV \uc0dd\uc0b0\ub7c9\uc758 8%\ub97c \ucc28\uc9c0\ud560 \uacbd\uc6b0 \ucd5c\ub300 10\ub9cc \ud1a4\uc758 \ud751\uc5f0 \uc218\uc694\ub97c \uac10\uc18c\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc720\ub7fd \ud569\uc131 \ud751\uc5f0 \uc0dd\uc0b0\uc790\ub4e4\uc740 \ub192\uc740 \uc804\uae30\ub8cc\ub85c \uc778\ud574 \ud604\uae08 \uc6d0\uac00\uc758 40~45%\ub97c \uc5d0\ub108\uc9c0 \ube44\uc6a9\uc774 \ucc28\uc9c0\ud558\uc5ec \uc911\uad6d \uacbd\uc7c1\uc0ac \ub300\ube44 \ub9c8\uc9c4 \uc555\ubc15\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc81c\ud488 \uc720\ud615(\ud751\uc5f0 \uc591\uadf9\uc7ac, \ud751\uc5f0 \ube14\ub85d \ub4f1), \uc751\uc6a9 \ubd84\uc57c(\ubc30\ud130\ub9ac, \uc57c\uae08, \ubd80\ud488 \ubc0f \uad6c\uc131 \uc694\uc18c, \uc6d0\uc790\ub825 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5(\uc790\ub3d9\ucc28, \ucca0\uac15 \ubc0f \uae08\uc18d, \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825, \uc804\uc790 \ubc0f \uc804\uae30, \ud654\ud559 \ubc0f \uc11d\uc720\ud654\ud559, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc911\uad6d, \uc778\ub3c4, \uc77c\ubcf8, \ud55c\uad6d \ub4f1\uc744 \ud3ec\ud568\ud558\uc5ec \uc911\uc694\ud55c \uc2dc\uc7a5\uc73c\ub85c \ub2e4\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704\uac00 \ud3c9\uac00\ub429\ub2c8\ub2e4. BTR New Material Group Co., Ltd. \ubc0f Shanghai Shanshan Technology Co., Ltd.\uc640 \uac19\uc740 \uc911\uad6d \uc0dd\uc0b0\uc790\ub4e4\uc774 \uc218\uc9c1 \ud1b5\ud569\uacfc \ube44\uc6a9 \uacbd\uc7c1\ub825\uc744 \ubc14\ud0d5\uc73c\ub85c \uc804\uccb4 \uc591\uadf9\uc7ac \ubb3c\ub7c9\uc758 40% \uc774\uc0c1\uc744 \uacf5\uae09\ud558\uba70 \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ubc0f EU \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(CRMA)\uacfc \uac19\uc740 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\ub85c \uc778\ud574 \uc11c\uad6c \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 GM-Vianode\uc640 \uac19\uc740 \ud604\uc9c0 \uacf5\uae09\ub9dd \ud655\ubcf4\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860\uc740 \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \uacb0\ud569\ud558\uba70, EAF \uc870\uac15 \uc0dd\uc0b0\ub7c9, \uae00\ub85c\ubc8c EV \ubc30\ud130\ub9ac GWh \ucd9c\ud558\ub7c9, \ub2c8\ub4e4 \ucf54\ud06c\uc2a4 \ud604\ubb3c \uac00\uaca9 \ub4f1 \uc8fc\uc694 \ubcc0\uc218\ub97c \ud65c\uc6a9\ud55c \ub2e4\ubcc0\ub7c9 \ud68c\uadc0 \ubd84\uc11d\uc744 \ud1b5\ud574 5\ub144 \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub370\uc774\ud130\ub294 \uc790\ub3d9\ud654\ub41c \ud3b8\ucc28 \ud50c\ub798\uadf8, \uc120\uc784 \ubd84\uc11d\uac00 \uac80\ud1a0, \ucd5c\uc885 \uc2b9\uc778 \ud68c\uc758\ub97c \uac70\uccd0 3\ub2e8\uacc4 \uac80\uc99d \uacfc\uc815\uc744 \ud1b5\uacfc\ud558\uba70, \ub9e4\ub144 \uc5c5\ub370\uc774\ud2b8\ub429\ub2c8\ub2e4. Mordor Intelligence\uc758 \ubd84\uc11d\uc740 \uc21c\uc218 \ud569\uc131 \uc7ac\ub8cc\ub9cc\uc744 \ud3ec\ud568\ud558\uace0, 2025\ub144\uc744 \uae30\uc900 \uc5f0\ub3c4\ub85c \uc124\uc815\ud558\uba70, 2024-25\ub144 \uc804\uadf9 \uac00\uaca9 \ubcc0\ub3d9\uc744 \ubc18\uc601\ud558\uc5ec \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2e0\ub8b0\uc131 \ub192\uc740 \uae30\uc900\uc120\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c\ub85c\ub294 \ubc14\uc774\uc624 \ud751\uc5f0\uc774 \ubc30\ud130\ub9ac \uc7ac\ub8cc\uc758 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc790\uc6d0\uc73c\ub85c \ubd80\uc0c1\ud560 \uac00\ub2a5\uc131 \ub4f1\uc774 \uc81c\uc2dc\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-42398","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\/42398"}],"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=42398"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/42398\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=42398"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=42398"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=42398"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}