{"id":44034,"date":"2026-02-14T22:07:07","date_gmt":"2026-02-14T22:07:07","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/lng-bunkering-market-mordor\/"},"modified":"2026-09-25T10:59:37","modified_gmt":"2026-09-25T01:59:37","slug":"lng-bunkering-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/lng-bunkering-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc561\ud654\ucc9c\uc5f0\uac00\uc2a4 (LNG) \ubc99\ucee4\ub9c1 \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\/lng-bunkering-market-1751533896946-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\/lng-bunkering-market-size-image-1768841167627.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 IMO 2020 \ud669 \ud568\uc720\ub7c9 \uaddc\uc81c \uc900\uc218 \ucd94\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.2 LNG \ucd94\uc9c4 \uc120\ubc15 \uc218\uc8fc\ub7c9\uc758 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.3 \uae00\ub85c\ubc8c LNG \ubc99\ucee4\ub9c1 \uc778\ud504\ub77c \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.4 LNG\uc758 \uc800\uc720\ud669 \uc5f0\ub8cc\uc720 \ub300\ube44 \ube44\uc6a9 \uacbd\uc7c1\ub825<\/li>\n<li class=\"toc-level-3\">4.2.5 \ud0c4\uc18c \uc911\ub9bd LNG \uacf5\uae09\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 e-\uba54\ud0c4\uc758 \ub4f1\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.6 \ubc99\ucee4\ub9c1 \uc548\uc804\uc744 \uac1c\uc120\ud558\ub294 \uc790\ub3d9\ud654 \ubc0f \ub514\uc9c0\ud138 \ud2b8\uc708 \uc194\ub8e8\uc158<\/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 \ubc99\ucee4\ub9c1 \uc120\ubc15 \ubc0f \uc721\uc0c1 \ud0f1\ud06c\uc5d0 \ub300\ud55c \ub192\uc740 CAPEX<\/li>\n<li class=\"toc-level-3\">4.3.2 LNG \ud604\ubb3c \uac00\uaca9\uc758 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \uba54\ud0c4 \uc2ac\ub9bd \ubc0f \uc804 \uc0dd\uc560 \uc8fc\uae30 GHG \uc6b0\ub824<\/li>\n<li class=\"toc-level-3\">4.3.4 \uba54\ud0c4\uc62c \ubc0f \uc554\ubaa8\ub2c8\uc544 \ubc99\ucee4\ub9c1\uc73c\ub85c\uc758 \ud22c\uc790 \uc804\ud658 \uc99d\uac00<\/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 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \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 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud0f1\ucee4 \uc120\ub2e8<\/li>\n<li class=\"toc-level-3\">5.1.2 \ucee8\ud14c\uc774\ub108 \uc120\ub2e8<\/li>\n<li class=\"toc-level-3\">5.1.3 \ubc8c\ud06c \ubc0f \uc77c\ubc18 \ud654\ubb3c \uc120\ub2e8<\/li>\n<li class=\"toc-level-3\">5.1.4 \ud398\ub9ac \ubc0f OSV<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc9c0\ub9ac\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.2.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.2.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.2.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.2.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.2.2.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.2.2.3 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.2.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.2.2.5 \ub124\ub35c\ub780\ub4dc<\/li>\n<li class=\"toc-level-4\">5.2.2.6 \uc2a4\uc6e8\ub374<\/li>\n<li class=\"toc-level-4\">5.2.2.7 \ubca8\uae30\uc5d0<\/li>\n<li class=\"toc-level-4\">5.2.2.8 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.2.2.9 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.2.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.2.3.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.2.3.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.2.3.4 \uc2f1\uac00\ud3ec\ub974<\/li>\n<li class=\"toc-level-4\">5.2.3.5 \ub9d0\ub808\uc774\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.2.3.6 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.2.3.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.2.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.2.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.2.4.2 \ud30c\ub098\ub9c8<\/li>\n<li class=\"toc-level-4\">5.2.4.3 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.2.4.4 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.2.5.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.2.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.2.5.3 \uc624\ub9cc<\/li>\n<li class=\"toc-level-4\">5.2.5.4 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.2.5.5 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.2.5.6 \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 (M&amp;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 Shell plc<\/li>\n<li class=\"toc-level-3\">6.4.2 TotalEnergies SE<\/li>\n<li class=\"toc-level-3\">6.4.3 Gasum Oy<\/li>\n<li class=\"toc-level-3\">6.4.4 ENGIE SA<\/li>\n<li class=\"toc-level-3\">6.4.5 Peninsula Petroleum<\/li>\n<li class=\"toc-level-3\">6.4.6 ENN Energy Holdings<\/li>\n<li class=\"toc-level-3\">6.4.7 \ud55c\uad6d\uac00\uc2a4\uacf5\uc0ac (KOGAS)<\/li>\n<li class=\"toc-level-3\">6.4.8 Harvey Gulf International Marine<\/li>\n<li class=\"toc-level-3\">6.4.9 Gazprom Neft PJSC<\/li>\n<li class=\"toc-level-3\">6.4.10 Naturgy Energy Group<\/li>\n<li class=\"toc-level-3\">6.4.11 Titan Clean Fuels<\/li>\n<li class=\"toc-level-3\">6.4.12 Crowley Maritime Corp.<\/li>\n<li class=\"toc-level-3\">6.4.13 CMA CGM SA<\/li>\n<li class=\"toc-level-3\">6.4.14 MOL (LNG Solutions)<\/li>\n<li class=\"toc-level-3\">6.4.15 NYK Line<\/li>\n<li class=\"toc-level-3\">6.4.16 QatarEnergy (Q-LNG)<\/li>\n<li class=\"toc-level-3\">6.4.17 ExxonMobil Marine Fuels<\/li>\n<li class=\"toc-level-3\">6.4.18 Petronas Marine<\/li>\n<li class=\"toc-level-3\">6.4.19 Bunker Holding A\/S<\/li>\n<li class=\"toc-level-3\">6.4.20 GTT (Gaztransport &amp; Technigaz)<\/li>\n<li class=\"toc-level-3\">6.4.21 Cryostar SAS<\/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>LNG \ubc99\ucee4\ub9c1 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd<\/p>\n<p>\uc561\ud654\ucc9c\uc5f0\uac00\uc2a4(LNG) \ubc99\ucee4\ub9c1 \uc2dc\uc7a5\uc740 2026\ub144 1,368\ub9cc \ud1a4\uc5d0\uc11c 2031\ub144 5,629\ub9cc \ud1a4\uc73c\ub85c, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 32.70%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uad6d\uc81c\ud574\uc0ac\uae30\uad6c(IMO)\uc758 0.5% \ud669\uc0b0\ud654\ubb3c \ubc30\ucd9c \uaddc\uc81c \uc900\uc218, LNG \ucd94\uc9c4 \uc120\ubc15 \ubc1c\uc8fc\ub7c9\uc758 \uae09\uc99d, \uadf8\ub9ac\uace0 \uae00\ub85c\ubc8c \ubc99\ucee4\ub9c1 \uc778\ud504\ub77c \ud655\uc7a5\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \ud2b9\ud788, LNG\ub294 \uc2e0\uc870\uc120\uc5d0 \uc788\uc5b4 \uac00\uc7a5 \uacbd\uc81c\uc801\uc778 \uaddc\uc81c \uc900\uc218 \ubc29\uc548\uc73c\ub85c \uc778\uc2dd\ub418\uace0 \uc788\uc73c\uba70, \ud1b5\ud569 \uc5d0\ub108\uc9c0 \uae30\uc5c5\ub4e4\uc774 \uc81c\uacf5\ud558\ub294 \uac15\ub825\ud55c \uac00\uaca9 \ud5e4\uc9d5 \uba54\ucee4\ub2c8\uc998\uacfc \ud5c8\ube0c \ud56d\ub9cc\uc758 \uc778\ud504\ub77c \ud655\uc7a5\uc774 \uc218\uc694\ub97c \ub354\uc6b1 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \ucd5c\uc885 \uc0ac\uc6a9\uc790(\ud0f1\ucee4\uc120\ub2e8, \ucee8\ud14c\uc774\ub108\uc120\ub2e8, \ubc8c\ud06c \ubc0f \uc77c\ubc18 \ud654\ubb3c\uc120\ub2e8, \ud398\ub9ac \ubc0f \ud574\uc591 \uc9c0\uc6d0 \uc120\ubc15(OSV), \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790)\uc640 \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\uc73c\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4. 2025\ub144 \uae30\uc900 \uc720\ub7fd\uc774 LNG \ubc99\ucee4\ub9c1 \uc2dc\uc7a5\uc758 72.4%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud588\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 40.5%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc73c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>1.  IMO 2020 \ud669\uc0b0\ud654\ubb3c \uaddc\uc81c \uc900\uc218 \uc555\ub825 (CAGR \uc601\ud5a5 8.2%): 2020\ub144 \ubc1c\ud6a8\ub41c 0.5% \ud669\uc0b0\ud654\ubb3c \uc0c1\ud55c\uc120\uc740 \uace0\uc720\ud669 \uc5f0\ub8cc\uc720\uc758 \uac00\uaca9 \uacbd\uc7c1\ub825\uc744 \uc57d\ud654\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc120\uc8fc\ub4e4\uc740 \uc2a4\ud06c\ub7ec\ubc84, \ucd08\uc800\uc720\ud669 \uc5f0\ub8cc\uc720(VLSFO) \ub610\ub294 LNG \uc911 \uc120\ud0dd\ud574\uc57c \ud588\uc73c\uba70, LNG\ub294 \uc8fc\uc694 \ud5c8\ube0c \ud56d\ub9cc\uc5d0\uc11c VLSFO \ub300\ube44 \ud1a4\ub2f9 USD 150-250\uc758 \uac00\uaca9 \uc6b0\uc704\ub97c \ubcf4\uc774\uba70 \uc2e0\uc870\uc120 \uac74\uc870 \uc2dc \uc774\uc911 \uc5f0\ub8cc \uc5d4\uc9c4 \ucc44\ud0dd\uc744 \uc720\ub3c4\ud588\uc2b5\ub2c8\ub2e4. 2025\ub144 \uc2f1\uac00\ud3ec\ub974\uc640 \ub85c\ud14c\ub974\ub2f4 \ub4f1 \uc8fc\uc694 \ud56d\ub9cc\uc758 \ud56d\ub9cc\uad6d \uac80\uc0ac \uac15\ud654\ub294 LNG \ucd94\uc9c4 \uc120\ubc15\uc73c\ub85c\uc758 \uc804\ud658\uc744 \ub354\uc6b1 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.  LNG \ucd94\uc9c4 \uc120\ubc15 \ubc1c\uc8fc\ub7c9\uc758 \uae09\uc99d (CAGR \uc601\ud5a5 9.5%): 2024\ub144 4\uc6d4 \uae30\uc900, 535\ucc99\uc758 LNG \ucd94\uc9c4 \uc120\ubc15\uc774 \uc6b4\ud56d \uc911\uc774\uba70 509\ucc99\uc774 \ubc1c\uc8fc\ub41c \uc0c1\ud0dc\ub85c, \ucee8\ud14c\uc774\ub108\uc120\uc774 \uc804\uccb4 \uc6a9\ub7c9\uc758 \uc808\ubc18 \uc774\uc0c1\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. CMA CGM\uacfc \uac19\uc740 \ub300\ud615 \uc120\uc0ac\ub4e4\uc758 \ub300\uaddc\ubaa8 LNG \ucd94\uc9c4 \uc120\ubc15 \ubc1c\uc8fc\ub294 \uc608\uce21 \uac00\ub2a5\ud55c \uc5f0\ub8cc \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uc5ec \ud5c8\ube0c \ud56d\ub9cc\uc758 \ucd94\uac00 \uc778\ud504\ub77c \ud22c\uc790\ub97c \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.  \uae00\ub85c\ubc8c LNG \ubc99\ucee4\ub9c1 \uc778\ud504\ub77c \ud655\uc7a5 (CAGR \uc601\ud5a5 7.8%): \ub85c\ud14c\ub974\ub2f4\uc758 Gate \ud130\ubbf8\ub110\uc740 2024\ub144 5\ub9cc\u33a5 \ud655\uc7a5\uc73c\ub85c \ubd81\ud574 \ubc0f \ubc1c\ud2b8\ud574 \ubb34\uc5ed\uc744 \uc704\ud55c \ud2b8\ub7ed \uc801\uc7ac \ucc98\ub9ac\ub7c9\uc744 \ub450 \ubc30\ub85c \ub298\ub838\uc2b5\ub2c8\ub2e4. \uc2f1\uac00\ud3ec\ub974\ub294 2024\ub144 \ub9d0 \ub450 \ubc88\uc9f8 \ubc99\ucee4\ub9c1 \ud130\ubbf8\ub110\uc744 \uac00\ub3d9\ud558\uc5ec \ub3d9\uc2dc \ubc99\ucee4\ub9c1 \uc6a9\ub7c9\uc744 12\ucc99\uc73c\ub85c \ud655\ub300\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d \uc800\uc6b0\uc0b0 \ud130\ubbf8\ub110\ub3c4 2025\ub144 \ucd08 3\ub9cc\u33a5 \uc800\uc7a5 \uc6a9\ub7c9\uc73c\ub85c \uc6b4\uc601\uc744 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ubc99\ucee4\ub9c1 \uc120\ubc15(USD 50-80\ubc31\ub9cc) \ubc0f \uc721\uc0c1 \uc800\uc7a5\ud0f1\ud06c\uc758 \ub192\uc740 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9\uc740 \uc18c\uaddc\ubaa8 \ud56d\ub9cc\uc758 \uc9c0\ub9ac\uc801 \ub2e4\uac01\ud654\ub97c \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>4.  \uc800\uc720\ud669 \uc5f0\ub8cc\uc720 \ub300\ube44 LNG\uc758 \uac00\uaca9 \uacbd\uc7c1\ub825 (CAGR \uc601\ud5a5 4.6%): 2025\ub144 \uc0c1\ubc18\uae30 \uc2f1\uac00\ud3ec\ub974\uc5d0\uc11c LNG \ubc99\ucee4 \uc5f0\ub8cc\ub294 \ud1a4\ub2f9 \ud3c9\uade0 USD 650\ub85c VLSFO(USD 800) \ub300\ube44 19% \uc800\ub834\ud558\uc5ec, LNG\uc758 \ub0ae\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uc0c1\uc1c4\ud588\uc2b5\ub2c8\ub2e4. TotalEnergies\uc640 CMA CGM \uac04\uc758 2024\ub144 10\ub144 \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uacfc \uac19\uc774 \uc720\uac00\uc5d0 \uc5f0\ub3d9\ub41c \uc7a5\uae30 \uacc4\uc57d\uc740 \ub300\ud615 \uc120\uc0ac\ub4e4\uc758 \ud604\ubb3c \uac00\uaca9 \ubcc0\ub3d9\uc131 \ub178\ucd9c\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc81c\uc57d \uc694\uc778<\/p>\n<p>1.  \ubc99\ucee4\ub9c1 \uc120\ubc15 \ubc0f \uc721\uc0c1 \uc800\uc7a5\ud0f1\ud06c\uc758 \ub192\uc740 CAPEX (CAGR \uc601\ud5a5 -3.8%): 7,500\u33a5 \ubc99\ucee4\ub9c1 \uc120\ubc15 \uac74\uc870\uc5d0\ub294 USD 60-75\ubc31\ub9cc, \uc5f0\uac04 \uc6b4\uc601\ube44\ub294 \ucd5c\ub300 USD 8\ubc31\ub9cc\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4. \uc721\uc0c1 \uc800\uc7a5\ud0f1\ud06c \ud22c\uc790\ub294 USD 1\uc5b5 2\ucc9c\ub9cc \uc774\uc0c1\uc774 \ud544\uc694\ud558\uba70, ISO 20519 \ubc0f IGF \ucf54\ub4dc\uc5d0 \ub530\ub978 24\uac1c\uc6d4\uc758 \uc778\ud5c8\uac00 \uc808\ucc28\uac00 \uc2e0\ud765 \uc2dc\uc7a5\uc758 \ud504\ub85c\uc81d\ud2b8\ub97c \uc9c0\uc5f0\uc2dc\ud0b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub192\uc740 \ube44\uc6a9\uc740 2\ucc28 \ud56d\ub85c \uc6b4\uc601\uc790\ub4e4\uc774 \uc8fc\uc694 \ud5c8\ube0c\ub85c \uc6b0\ud68c\ud558\uac70\ub098 \ucd94\uac00 \uc5f0\ub8cc\ub97c \uc6b4\ubc18\ud558\uac8c \ud558\uc5ec LNG\uc758 \uacbd\uc81c\uc801 \uc774\uc810\uc744 \uc57d\ud654\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>2.  LNG \ud604\ubb3c \uac00\uaca9 \ubcc0\ub3d9\uc131 (CAGR \uc601\ud5a5 -2.2%): \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ud604\ubb3c \uc2dc\uc7a5\uacfc \uc720\ub7fd\uc758 TTF(Title Transfer Facility) \uc5f0\ub3d9 \uac00\uaca9\uc5d0\uc11c LNG \ud604\ubb3c \uac00\uaca9\uc758 \ubcc0\ub3d9\uc131\uc740 \uc2dc\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc, \uc7a5\uae30 \uacc4\uc57d\uc774 \uc9c0\ubc30\uc801\uc778 \uacbd\uc6b0 \uadf8 \uc601\ud5a5\uc740 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4.<\/p>\n<p>3.  \uba54\ud0c4 \uc2ac\ub9bd \ubc0f \uc804 \uc0dd\uc560 \uc8fc\uae30 GHG \ubc30\ucd9c \uc6b0\ub824 (CAGR \uc601\ud5a5 -2.4%): Well-to-wake \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74 \uace0\uc555 \uc774\uc911 \uc5f0\ub8cc \uc5d4\uc9c4\uc758 \uba54\ud0c4 \uc2ac\ub9bd\ub960\uc740 2.5-3.5%\ub85c, VLSFO \ub300\ube44 LNG\uc758 CO\u2082 \uc800\uac10 \ud6a8\uacfc\uc758 \uc57d 1\/3\uc744 \uc0c1\uc1c4\ud558\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. 2025\ub144 \ub3c4\uc785\ub41c \uc800\uc555 \ubaa8\ub378\uc740 \uc2ac\ub9bd\ub960\uc744 1% \ubbf8\ub9cc\uc73c\ub85c \ub0ae\ucd94\uc5c8\uc73c\ub098, \uc120\ubc15\ub2f9 USD 3-5\ubc31\ub9cc\uc758 \uac1c\uc870 \ube44\uc6a9\uc774 \ubc1c\uc0dd\ud569\ub2c8\ub2e4. 2025\ub144 \ubc1c\ud6a8\ub418\ub294 EU\uc758 FuelEU Maritime \uaddc\uc815\uc740 \ud0c4\uc18c \uc9d1\uc57d\ub3c4 \uacc4\uc0b0 \uc2dc \uba54\ud0c4 \uc2ac\ub9bd\uc5d0 \ud398\ub110\ud2f0\ub97c \ubd80\uacfc\ud569\ub2c8\ub2e4.<\/p>\n<p>4.  \uba54\ud0c4\uc62c \ubc0f \uc554\ubaa8\ub2c8\uc544 \ubc99\ucee4\ub9c1\uc73c\ub85c\uc758 \ud22c\uc790 \uc804\ud658 (CAGR \uc601\ud5a5 -1.8%): Maersk\uac00 25\ucc99\uc758 \uba54\ud0c4\uc62c \ucd94\uc9c4 \uc120\ubc15\uc744 \ubc1c\uc8fc\ud558\uace0 MAN Energy Solutions\uac00 \uc554\ubaa8\ub2c8\uc544 \ud638\ud658 \uc5d4\uc9c4\uc744 \ub3c4\uc785\ud558\ub294 \ub4f1 \ub300\uccb4 \uc5f0\ub8cc\ub85c\uc758 \uad00\uc2ec\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud56d\ub9cc\ub4e4\uc774 \uc5ec\ub7ec \uc5f0\ub8cc \uc720\ud615\uc744 \uc218\uc6a9\ud560 \uc218 \uc788\ub294 \ubaa8\ub4c8\uc2dd \uc2dc\uc124\uc744 \uc124\uacc4\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4 \ubd84\uc11d<\/p>\n<p>\ucee8\ud14c\uc774\ub108\uc120\ub2e8 \uc6b4\uc601\uc740 2025\ub144 LNG \ubc99\ucee4\ub9c1 \uc2dc\uc7a5\uc758 39.7%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 35.8%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. CMA CGM\uc774 44\ucc99\uc758 LNG \ucd94\uc9c4 \uc120\ubc15\uc744 \uc6b4\ud56d \uc911\uc774\uace0 33\ucc99\uc744 \ucd94\uac00 \ubc1c\uc8fc\ud55c \uc0ac\ub840\ub294 \ub300\ud615 \uc120\uc0ac\ub4e4\uc758 \ub300\uaddc\ubaa8 \ud22c\uc790\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d \ud611\uc0c1 \ub2a5\ub825\uacfc \ud5c8\ube0c \ud56d\ub9cc\uc5d0\uc11c\uc758 \uc6b0\uc120 \uc811\uc548 \ud655\ubcf4\uac00 \ucee8\ud14c\uc774\ub108\uc120\ub2e8\uc758 LNG \ucc44\ud0dd\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \ud0f1\ucee4\uc120\ub2e8\uc740 \uc2e0\uc870\uc120 \ubc1c\uc8fc \ud30c\uc774\ud504\ub77c\uc778\uc758 2% \ubbf8\ub9cc\uc744 \ucc28\uc9c0\ud558\uba70, \uc6a9\uc120\uc8fc\ub4e4\uc758 \uc6b4\uc784 \ud504\ub9ac\ubbf8\uc5c4 \uac70\ubd80\uc640 \uc911\ub3d9 \ubc0f \uc11c\uc544\ud504\ub9ac\uce74\uc758 LNG \uc778\ud504\ub77c \ubd80\uc871\uc73c\ub85c \uc778\ud574 \ucc44\ud0dd\uc774 \uc800\uc870\ud569\ub2c8\ub2e4. \ubc8c\ud06c \ubc0f \uc77c\ubc18 \ud654\ubb3c\uc120\ub2e8 \ub610\ud55c \uc5f0\ub8cc\ud0f1\ud06c\ub97c \uc704\ud574 \ud654\ubb3c \uacf5\uac04\uc744 \ud76c\uc0dd\ud574\uc57c \ud558\ub294 \ubb38\uc81c\uc640 \ud30c\ud3b8\ud654\ub41c \uc6b4\uc784 \uc2dc\uc7a5\uc73c\ub85c \uc778\ud574 \uc720\uc0ac\ud55c \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub178\ub974\uc6e8\uc774\uc758 \ud398\ub9ac \ubc0f \ud574\uc591 \uc9c0\uc6d0 \uc120\ubc15\uc740 \uc804\ud658 \ube44\uc6a9\uc758 40%\ub97c \uc0c1\uc1c4\ud558\ub294 \ubcf4\uc870\uae08 \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\uc73c\uba70, \ud06c\ub8e8\uc988\uc120\uc740 \uc9c0\uc911\ud574 \ubc0f \uce74\ub9ac\ube0c\ud574 \ud56d\ub9cc \ub3c4\uc2dc\uc758 \ub300\uae30 \uc9c8 \uaddc\uc81c\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 LNG\ub97c \ub3c4\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc720\ub7fd: 2025\ub144 LNG \ubc99\ucee4\ub9c1 \uc2dc\uc7a5\uc758 72.4%\ub97c \uc810\uc720\ud558\uba70 \ucd5c\ub300 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \ucd08\uae30 \uaddc\uc81c \ub3c4\uc785, \uc870\ubc00\ud55c \ub2e8\uac70\ub9ac \ud574\uc0c1 \ub124\ud2b8\uc6cc\ud06c, \uc131\uc219\ud55c \uc721\uc0c1 \uc778\ud504\ub77c\uac00 \uc131\uc7a5\uc744 \uacac\uc778\ud588\uc2b5\ub2c8\ub2e4. \ub85c\ud14c\ub974\ub2f4, \uc564\ud2b8\uc6cc\ud504, \uc2a4\uce78\ub514\ub098\ube44\uc544 \ud56d\ub9cc\uc740 2025\ub144 \uc911\ubc18\uae4c\uc9c0 40\ucc99 \uc774\uc0c1\uc758 \uc120\ubc15\uc5d0 \ub3d9\uc2dc \ubc99\ucee4\ub9c1 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud588\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uc758 \ube0c\ub8ec\uc2a4\ubdd4\ud154(Brunsb\u00fcttel) \ubc0f \ube4c\ud5ec\ub984\uc2a4\ud558\ud39c(Wilhelmshaven) FSRU \ud130\ubbf8\ub110\uc740 2024\ub144 LNG \ubc99\ucee4\ub9c1 \uae30\ub2a5\uc744 \ucd94\uac00\ud558\uc5ec \ubc1c\ud2b8\ud574 \ubc0f \ubd81\ud574 \ud56d\ub85c\ub97c \uc9c0\uc6d0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 40.5%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2f1\uac00\ud3ec\ub974\uc758 \ub450 \ubc88\uc9f8 \ud130\ubbf8\ub110, \uc911\uad6d \uc800\uc6b0\uc0b0\uc758 \ud655\uc7a5, \ud55c\uad6d\uc758 \uc804\uc6a9 \ubc99\ucee4\ub9c1 \uc120\ubc15 \ubc30\uce58 \ub4f1\uc774 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2f1\uac00\ud3ec\ub974\uc758 \ubc99\ucee4\ub9c1 \uc6a9\ub7c9\uc740 2024\ub144 12\ucc99\uc758 \ub3d9\uc2dc \uc6b4\uc601\uc73c\ub85c \uc99d\uac00\ud558\uc5ec \ub9d0\ub77c\uce74 \ud574\ud611\uc744 \ud1b5\uacfc\ud558\ub294 \uc120\ubc15 \ubb3c\ub7c9\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \ucd08\uae30 \uc790\ubcf8 \ud22c\uc790\ub97c \uc81c\ud55c\ud558\uae30 \uc704\ud574 \uc721\uc0c1 \uc800\uc7a5\ud0f1\ud06c\ubcf4\ub2e4 \ubc99\ucee4\ub9c1 \uc120\ubc15\uc744 \uc120\ud638\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ubd81\ubbf8: \ubbf8\uad6d \uac78\ud504\ub9cc \uc9c0\uc5ed\uc774 \ub300\ubd80\ubd84\uc758 \ubb3c\ub7c9\uc744 \ucc28\uc9c0\ud558\ub294 \ud2c8\uc0c8\uc2dc\uc7a5\uc785\ub2c8\ub2e4. Harvey Gulf\ub294 \ud574\uc591 \uc9c0\uc6d0 \ubc0f \ucee8\ud14c\uc774\ub108 \ud53c\ub354 \uc120\ubc15\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ub450 \ucc99\uc758 \ubc99\ucee4\ub9c1 \uc120\ubc15\uc744 \uc6b4\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc11c\ud574\uc548 \ubc0f \uce90\ub098\ub2e4 \ud56d\ub9cc\uc740 \uc544\uc9c1 \uba85\ud655\ud55c \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uae30\ub2e4\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub0a8\ubbf8 \ubc0f \uc911\ub3d9\/\uc544\ud504\ub9ac\uce74: 2025\ub144 \uc804\uccb4 \ubb3c\ub7c9\uc758 3% \ubbf8\ub9cc\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud30c\ub098\ub9c8\uc758 LNG \uc800\uc7a5 \uc2dc\uc124 \ubd80\uc871\uc73c\ub85c \ubc99\ucee4\ub9c1 \uc218\uc694\uac00 \ubbf8\uad6d \uac78\ud504\ub9cc\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce74\ud0c0\ub974\uc5d0\ub108\uc9c0\uc758 Q-LNG\ub294 2025\ub144 \ubc99\ucee4\ub9c1 \uc120\ubc15\uc744 \ubc1c\uc8fc\ud558\uc5ec 2027\ub144 \ud558\ub9c8\ub4dc \ud56d(Hamad Port)\uc5d0 \uc778\ub3c4\ub420 \uc608\uc815\uc73c\ub85c, \uc911\ub3d9 \uc9c0\uc5ed\uc758 \ubbf8\ub798 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>LNG \ubc99\ucee4\ub9c1 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. Shell, TotalEnergies, ENGIE\uc640 \uac19\uc740 \ud1b5\ud569 \uc5d0\ub108\uc9c0 \uba54\uc774\uc800\ub4e4\uc774 LNG \uacf5\uae09, \uc7a5\uae30 \uad6c\ub9e4 \uacc4\uc57d, \ud56d\ub9cc \uc778\ud504\ub77c \uacf5\ub3d9 \ud22c\uc790\ub97c \ud1b5\ud574 \uae00\ub85c\ubc8c \ubb3c\ub7c9\uc758 \uc57d 45%\ub97c \ud1b5\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Shell\uc740 2025\ub144\uae4c\uc9c0 15\uac1c \ud56d\ub9cc\uc73c\ub85c \uc6b4\uc601\uc744 \ud655\uc7a5\ud588\uc73c\uba70, \uc18c\uaddc\ubaa8 \uc5c5\uccb4\ub4e4\uc774 \ub530\ub77c\uc62c \uc218 \uc5c6\ub294 \uac00\uaca9 \ud5e4\uc9d5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. TotalEnergies\ub294 CMA CGM\uacfc\uc758 \ube0c\ub80c\ud2b8\uc720 \uc5f0\ub3d9 10\ub144 \uacf5\uae09 \uacc4\uc57d\uc744 \ud1b5\ud574 \uac00\uc2a4 \ud604\ubb3c \uac00\uaca9 \ubcc0\ub3d9\uc131 \ub178\ucd9c\uc744 \uc904\uc774\uace0 \uc6a9\uc120 \ubc99\ucee4\ub9c1 \uc120\ubc15\uc758 \ucc98\ub9ac\ub7c9\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \uc804\ubb38 \uae30\uc5c5\ub4e4\ub3c4 \uac01\uc790\uc758 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uac1c\ucc99\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Gasum\uc740 \ubc1c\ud2b8\ud574 \uc720\uc77c\uc758 \ud2b8\ub7ed-\uc120\ubc15 \ub124\ud2b8\uc6cc\ud06c\ub97c \uc6b4\uc601\ud558\uba70 2025\ub144 \uc608\ud14c\ubcf4\ub9ac(Gothenburg)\uc5d0 7,500\u33a5 \uaddc\ubaa8\uc758 Coralius \ubc99\ucee4\ub9c1 \uc120\ubc15\uc744 \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4. Pavilion Energy\ub294 \uc2f1\uac00\ud3ec\ub974 \ud56d\ub9cc\uccad\uacfc \ud611\ub825\ud558\uc5ec \ud2b8\ub7ed-\uc120\ubc15 \uc194\ub8e8\uc158\uc744 \ud1b5\ud574 \ud53c\ub354 \ubc0f \ud06c\ub8e8\uc988 \uc120\ubc15\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. GTT\uc640 \uac19\uc740 \uae30\uc220 \ub77c\uc774\uc120\uc2a4 \uc5c5\uccb4\ub294 2024-2025\ub144 \ubc1c\uc8fc\ub41c LNG \ucd94\uc9c4 \ucee8\ud14c\uc774\ub108\uc120\uc758 80%\uc5d0 \uc801\uc6a9\ub41c \uba64\ube0c\ub808\uc778 \uaca9\ub0a9 \uc2dc\uc2a4\ud15c\uc744 \ud1b5\ud574 \uac00\uce58\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2\ucc28 \ud56d\ub9cc\uc5d0\uc11c\ub294 \uc5ec\uc804\ud788 \uae30\ud68c\uac00 \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. Crowley Maritime\uc740 \ud50c\ub85c\ub9ac\ub2e4 \uc7ad\uc2a8\ube4c(Jacksonville)\uc5d0\uc11c \uc2dc\uc791\ud55c \ud2b8\ub7ed-\uc120\ubc15 \uc11c\ube44\uc2a4\ub97c 2025\ub144 \ud3ec\ud2b8 \uc5d0\ubc84\uae00\ub808\uc774\uc988(Port Everglades)\ub85c \ud655\uc7a5\ud558\uc5ec \uce74\ub9ac\ube0c\ud574 \ucee8\ud14c\uc774\ub108 \ud53c\ub354 \ubc0f \ud06c\ub8e8\uc988 \uc120\ubc15\uc744 \ub300\uc0c1\uc73c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, Maersk\uc758 \uba54\ud0c4\uc62c \ucd94\uc9c4 \uc120\ubc15 \ubc1c\uc8fc\uc640 MAN Energy Solutions\uc758 \uc554\ubaa8\ub2c8\uc544 \ud638\ud658 \uc5d4\uc9c4 \ub3c4\uc785 \ub4f1 \ub300\uccb4 \uc5f0\ub8cc\ub294 \uacbd\uc7c1 \uc704\ud611\uc73c\ub85c \uc791\uc6a9\ud558\uba70, \ud56d\ub9cc\ub4e4\uc774 \ub2e4\uc591\ud55c \uc5f0\ub8cc \uc720\ud615\uc744 \uc218\uc6a9\ud560 \uc218 \uc788\ub294 \ubaa8\ub4c8\uc2dd \uc2dc\uc124\uc744 \uc124\uacc4\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2026\ub144 1\uc6d4: \ud130\ud0a4 \uc870\uc120\uc5c5\uccb4 RMK Marine\uc740 \ucd5c\uc2e0 LNG \ubc0f \ubc14\uc774\uc624-LNG \ubc99\ucee4\ub9c1 \uc120\ubc15\uc778 Celsius\ud638\uc758 \uac15\uc7ac \uc808\ub2e8\uc2dd\uc744 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. Gasum\uc740 \uc774 \uc2e0\uaddc \ubc99\ucee4\ub9c1 \uc120\ubc15\uc5d0 \ub300\ud55c \uc6a9\uc120 \uacc4\uc57d\uc744 \ud655\ubcf4\ud558\uc5ec 2027\ub144\ubd80\ud130 \ubd81\uc11c\uc720\ub7fd \ud574\uc591 \ubd80\ubb38\uc5d0\uc11c LNG \ubc0f \ubc14\uc774\uc624-LNG\uc758 \uc785\uc9c0\ub97c \uac15\ud654\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   2026\ub144 1\uc6d4: \ud504\ub791\uc2a4\uc758 \uae30\uc220 \uaca9\ub0a9 \uc804\ubb38 \uae30\uc5c5 Gaztransport &#038; Technigaz (GTT)\ub294 \ud55c\uad6d \ud55c\ud654\uc624\uc158 \uc870\uc120\uc18c\ub85c\ubd80\ud130 7\ucc99\uc758 \uc2e0\uaddc LNG \uc6b4\ubc18\uc120(LNGC)\uc6a9 \ud0f1\ud06c \uc124\uacc4\ub97c \uc218\uc8fc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 12\uc6d4: Galveston LNG Bunker Port (GLBP)\ub294 \ud5c8\uac00 \ubc0f \uc124\uacc4 \ub2e8\uacc4\ub97c \ub118\uc5b4 \uc0c1\uc5c5\uc801 \ud569\uc758\uc11c\uc5d0 \uc11c\uba85\ud558\uba70 \uac08\ubca0\uc2a4\ud134 \ub9cc(Galveston Bay)\uc758 LNG \ubc99\ucee4 \uc5f0\ub8cc \uc6b4\uc601\uc5d0 \uc911\uc694\ud55c \uc804\ud658\uc810\uc744 \ub9c8\ub828\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 11\uc6d4: \uae30\uc220 \uadf8\ub8f9 W\u00e4rtsil\u00e4\uc758 W\u00e4rtsil\u00e4 Gas Solutions\ub294 \uc911\uad6d \uc7a5\ub09c \uc870\uc120\uc18c(Jiangnan Shipyard)\uc5d0\uc11c \uc0c1\ud558\uc774 \uad6d\uc81c\ud56d\ub9cc\uadf8\ub8f9(SIPG) Energy Shanghai Co.\ub97c \uc704\ud574 \uac74\uc870\ub418\ub294 \uc2e0\uaddc LNG \ubc99\ucee4\ub9c1 \uc120\ubc15\uc5d0 \ud654\ubb3c \ucc98\ub9ac \uc2dc\uc2a4\ud15c, \uc5f0\ub8cc \uac00\uc2a4 \uacf5\uae09 \uc2dc\uc2a4\ud15c \ubc0f \uc99d\ubc1c \uac00\uc2a4 \uc7ac\uc561\ud654 \uc2dc\uc2a4\ud15c\uc744 \uacf5\uae09\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud574\uc591 \uc5f0\ub8cc \uc2dc\uc7a5\uc5d0\uc11c \uc561\ud654\ucc9c\uc5f0\uac00\uc2a4(LNG) \ubc99\ucee4\ub9c1\uc758 \ud604\ud669\uacfc \ubbf8\ub798 \uc804\ub9dd\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc5c4\uaca9\ud574\uc9c0\ub294 \ud658\uacbd \uaddc\uc81c\uc5d0 \ub530\ub77c LNG \ubc99\ucee4\ub9c1\uc740 \uae30\uc874 \uc911\uc720\uc640 \uac19\uc740 \ud574\uc591 \uc5f0\ub8cc\ub97c \ub300\uccb4\ud558\ub294 \uce5c\ud658\uacbd\uc801\uc778 \ub300\uc548\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc73c\uba70, \uc120\ubc15 \uc5f0\ub8cc \uacf5\uae09\uc744 \uc704\ud55c \uc804\ubb38\uc801\uc778 \uadf9\uc800\uc628 \uc778\ud504\ub77c \uad6c\ucd95\uacfc \uc5c4\uaca9\ud55c \uc548\uc804 \ud504\ub85c\ud1a0\ucf5c \uc900\uc218\uac00 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \ubc94\uc704<br \/>\n\ubcf8 \uc5f0\uad6c\ub294 \uc2dc\uc7a5 \uac00\uc815, \uc815\uc758 \ubc0f \ubc94\uc704\ub97c \uba85\ud655\ud788 \ud558\uace0, \uc5f0\uad6c \ubc29\ubc95\ub860\uacfc \ud575\uc2ec \uc694\uc57d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \ucd5c\uc885 \uc0ac\uc6a9\uc790(\ud0f1\ucee4\uc120\ub2e8, \ucee8\ud14c\uc774\ub108\uc120\ub2e8, \ubc8c\ud06c \ubc0f \uc77c\ubc18 \ud654\ubb3c\uc120\ub2e8, \ud398\ub9ac \ubc0f OSV, \uae30\ud0c0)\uc640 \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\uc758 \uc8fc\uc694 \uad6d\uac00 \ud3ec\ud568)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21<br \/>\n\uae00\ub85c\ubc8c LNG \ubc99\ucee4\ub9c1 \uc2dc\uc7a5\uc740 2026\ub144 13,680.55\ucc9c \ubbf8\ud130\ud1a4 \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uc5d0\ub294 56,293\ucc9c \ubbf8\ud130\ud1a4\uc744 \ucd08\uacfc\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 32.7%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960(CAGR)\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \ub3d9\uc778<br \/>\n\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 IMO 2020 \ud669\uc0b0\ud654\ubb3c \ubc30\ucd9c \uaddc\uc81c \uc900\uc218 \uc555\ub825, LNG \ucd94\uc9c4 \uc120\ubc15 \ubc1c\uc8fc\ub7c9\uc758 \uae09\uc99d, \uae00\ub85c\ubc8c LNG \ubc99\ucee4\ub9c1 \uc778\ud504\ub77c \ud655\uc7a5, \uc800\uc720\ud669 \uc5f0\ub8cc\uc720 \ub300\ube44 LNG\uc758 \ube44\uc6a9 \uacbd\uc7c1\ub825, \ud0c4\uc18c \uc911\ub9bd LNG \uacf5\uae09\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 e-\uba54\ud0c4\uc758 \ub4f1\uc7a5, \ubc99\ucee4\ub9c1 \uc548\uc804\uc744 \uac1c\uc120\ud558\ub294 \uc790\ub3d9\ud654 \ubc0f \ub514\uc9c0\ud138 \ud2b8\uc708 \uc194\ub8e8\uc158 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\ubc18\uba74, \ubc99\ucee4\ub9c1 \uc120\ubc15 \ubc0f \uc721\uc0c1 \uc800\uc7a5 \ud0f1\ud06c \uac74\uc124\uc744 \uc704\ud55c \ub192\uc740 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9(CAPEX), LNG \ud604\ubb3c \uac00\uaca9\uc758 \ubcc0\ub3d9\uc131, \uba54\ud0c4 \uc2ac\ub9bd \ubc0f \uc804 \uc0dd\uc560 \uc8fc\uae30 \uc628\uc2e4\uac00\uc2a4(GHG) \ubc30\ucd9c \uc6b0\ub824, \uba54\ud0c4\uc62c \ubc0f \uc554\ubaa8\ub2c8\uc544 \ubc99\ucee4\ub9c1\uc73c\ub85c\uc758 \ud22c\uc790 \uc804\ud658 \uc6c0\uc9c1\uc784 \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uc8fc\uc694 \uc2dc\uc7a5 \uc138\uadf8\uba3c\ud2b8 \ubc0f \uc9c0\uc5ed<br \/>\n\uc120\ubc15 \ubd80\ubb38\ubcc4\ub85c\ub294 \ucee8\ud14c\uc774\ub108\uc120\uc774 \ud574\uc591 LNG \uc5f0\ub8cc \uc218\uc694\ub97c \uc8fc\ub3c4\ud558\uba70, 2025\ub144 \ubc99\ucee4\ub9c1 \ubb3c\ub7c9\uc758 39.7%\ub97c \ucc28\uc9c0\ud588\uace0 2031\ub144\uae4c\uc9c0 35.8%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc2f1\uac00\ud3ec\ub974, \uc911\uad6d, \ud55c\uad6d\uc758 \uc778\ud504\ub77c \ud655\uc7a5\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 40.5%\uc758 \uac00\uc7a5 \ub192\uc740 \uc9c0\uc5ed CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<br \/>\n\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784(M&#038;A, \ud30c\ud2b8\ub108\uc2ed), \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f \uc8fc\uc694 \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. Shell, TotalEnergies, ENGIE\uc640 \uac19\uc740 \ud1b5\ud569 \uc5d0\ub108\uc9c0 \ub300\uae30\uc5c5\ub4e4\uc774 \uc804 \uc138\uacc4 \ubb3c\ub7c9\uc758 \uc57d 45%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, Gasum, Pavilion Energy\uc640 \uac19\uc740 \uc9c0\uc5ed \uc804\ubb38 \uae30\uc5c5\ub4e4\ub3c4 \uac01 \uc2dc\uc7a5\uc5d0\uc11c \uac15\ub825\ud55c \uc785\uc9c0\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\uad6d\uac00\uc2a4\uacf5\uc0ac(KOGAS) \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc815\ubcf4\ub3c4 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n<p>7. \uae30\ud0c0 \ubd84\uc11d<br \/>\n\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uacf5\uae09\ub9dd \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d(\uacf5\uae09\uc790 \ubc0f \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825, \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \ub300\uccb4\uc7ac\uc758 \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4) \ub4f1\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uc804\ubc18\uc801\uc778 \uc5ed\ud559 \uad00\uacc4\ub97c \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd, \ubbf8\ucda9\uc871 \uc218\uc694 \ud3c9\uac00\ub3c4 \ub2e4\ub8f9\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-44034","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\/44034"}],"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=44034"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/44034\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=44034"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=44034"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=44034"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}