{"id":44070,"date":"2026-02-14T22:27:56","date_gmt":"2026-02-14T22:27:56","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/nickel-market-mordor\/"},"modified":"2026-09-25T20:25:34","modified_gmt":"2026-09-25T11:25:34","slug":"nickel-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/nickel-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub2c8\ucf08 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/nickel-market-1759149884474-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\/nickel-market-size-image-1770810360030.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 \uc911\uad6d \ubc0f \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uae09\uc99d\ud558\ub294 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc0dd\uc0b0\ub7c9<\/li>\n<li class=\"toc-level-3\">4.2.2 EV \ubc30\ud130\ub9ac \ub4f1\uae09 \ud669\uc0b0\ub2c8\ucf08 \uc815\uc81c\uc18c\uc758 \uae09\uc18d\ud55c \uad6c\ucd95<\/li>\n<li class=\"toc-level-3\">4.2.3 \uadf8\ub9b0 \ub2c8\ucf08 \ud504\ub9ac\ubbf8\uc5c4 \ubc0f OEM \uacf5\uae09\ub9dd \ud604\uc9c0\ud654<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc804\ubc18\uc801\uc778 \ud751\uc790\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 1\ub4f1\uae09 \ub2c8\ucf08 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.2.5 \ub2e4\uc218\uc758 \uc2e0\ud765 \uc2ec\ud574 \ub9dd\uac04\ub2e8\uad34 \ud504\ub85c\uc81d\ud2b8<\/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 \uc9c0\uc18d\uc801\uc778 2\ub4f1\uae09 \ucd08\uacfc \uacf5\uae09\uc73c\ub85c \uc778\ud55c \ubca4\uce58\ub9c8\ud06c \uac00\uaca9 \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.3.2 LFP \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \ud654\ud559 \uae30\uc220 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc778\ub3c4\ub124\uc2dc\uc544 HPAL \ubc0f NPI \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c ESG \ubc18\ubc1c<\/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 \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 (\ubb3c\ub7c9)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc6a9\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc8fc\uc870<\/li>\n<li class=\"toc-level-3\">5.1.3 \ud569\uae08<\/li>\n<li class=\"toc-level-3\">5.1.4 \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.1.5 \ub3c4\uae08<\/li>\n<li class=\"toc-level-3\">5.1.6 \uae30\ud0c0 \uc6a9\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1<\/li>\n<li class=\"toc-level-3\">5.2.2 \uac00\uacf5 \uae08\uc18d \uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc18c\ube44\uc7ac<\/li>\n<li class=\"toc-level-3\">5.2.4 \uac74\uc124<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc0b0\uc5c5 \uae30\uacc4<\/li>\n<li class=\"toc-level-3\">5.2.6 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.3.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.3.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.3.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.3.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.3.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.3.3 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.4 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.3.3.5 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.6 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.3.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.3.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.3.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.3.5.2 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.3 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 (%)\/\uc21c\uc704 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 \uc575\uae00\ub85c \uc544\uba54\ub9ac\uce78<\/li>\n<li class=\"toc-level-3\">6.4.2 \uc548\ud0d0<\/li>\n<li class=\"toc-level-3\">6.4.3 BHP<\/li>\n<li class=\"toc-level-3\">6.4.4 \uce90\ub098\ub2e4 \ub2c8\ucf08 \ucef4\ud37c\ub2c8<\/li>\n<li class=\"toc-level-3\">6.4.5 \uc5d0\ub77c\uba54\ud2b8<\/li>\n<li class=\"toc-level-3\">6.4.6 \uae00\ub80c\ucf54\uc5b4<\/li>\n<li class=\"toc-level-3\">6.4.7 \uc9c4\ucd28 \uadf8\ub8f9 \uad6d\uc81c \uc790\uc6d0 \uc720\ud55c\ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">6.4.8 \ub2c8\ucf08 \uc544\uc2dc\uc544 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.9 \ub178\ub9b4\uc2a4\ud06c \ub2c8\ucf08<\/li>\n<li class=\"toc-level-3\">6.4.10 \ud37c\uc2dc\ud53d \uba54\ud0c8\uc988 \uc8fc\uc2dd\ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">6.4.11 PT \ubc1c\ub808 \uc778\ub3c4\ub124\uc2dc\uc544<\/li>\n<li class=\"toc-level-3\">6.4.12 \uc170\ub9bf \uc778\ud130\ub0b4\uc154\ub110 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.13 \uc2dc\ubc14\ub2c8-\uc2a4\ud2f8\uc6cc\ud130<\/li>\n<li class=\"toc-level-3\">6.4.14 \uc0ac\uc6b0\uc2a432<\/li>\n<li class=\"toc-level-3\">6.4.15 \uc2a4\ubbf8\ud1a0\ubaa8 \uae08\uc18d \uad11\uc5c5 \uc8fc\uc2dd\ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">6.4.16 \uce6d\uc0b0 \ud640\ub529 \uadf8\ub8f9<\/li>\n<li class=\"toc-level-3\">6.4.17 \ubc1c\ub808<\/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>\ub2c8\ucf08 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>Mordor Intelligence \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \ub2c8\ucf08 \uc2dc\uc7a5\uc740 2025\ub144 340\ub9cc \ud1a4\uc5d0\uc11c 2026\ub144 355\ub9cc \ud1a4\uc73c\ub85c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 439\ub9cc \ud1a4\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 4.36%\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uacfc \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc0dd\uc0b0 \uae09\uc99d, \ubc30\ud130\ub9ac \ub4f1\uae09 \uc815\ub828\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \ud22c\uc790, \uc800\ud0c4\uc18c \uacf5\uae09\ub9dd \uc120\ud638\ub3c4 \uc99d\uac00\uac00 \ubb3c\ub7c9 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 2\ub4f1\uae09 \ub2c8\ucf08\uc758 \uc9c0\uc18d\uc801\uc778 \uacf5\uae09 \uacfc\uc789\uc740 \uae30\uc900 \uac00\uaca9\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \ube44\uc6a9 \uc6b0\uc704 \ub2c8\ucf08 \uc120\ucca0(NPI) \ubc0f \uace0\uc555 \uc0b0 \uce68\ucd9c(HPAL) \ud5c8\ube0c\ub294 \ud604\uc7ac \uacf5\uae09\ub7c9\uc758 60% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uba70, \ubb34\uc5ed \ud750\ub984\uc744 \uc7ac\ud3b8\ud558\uace0 \uc911\uad6d \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \ub2e8\uc9c0\ub85c\uc758 \uc218\uc9c1 \ud1b5\ud569\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac \ubd80\ubb38 \uc218\uc694\ub294 \uc5ec\uc804\ud788 \uc18c\uc218 \uc9c0\ubd84\uc774\uc9c0\ub9cc, \uc800\ub4f1\uae09 \uc7ac\ub8cc\uc758 \ub3d9\uc2dc \uacf5\uae09 \uacfc\uc789\uacfc \ubc30\ud130\ub9ac \uc900\ube44 \uc6d0\ub8cc\uc758 \ubd80\uc871 \uc18d\uc5d0\uc11c \uc804\uae30\ucc28 \uc591\uadf9\uc7ac\ub97c \uacf5\uae09\ud560 \uc218 \uc788\ub294 1\ub4f1\uae09 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c \uc804\ub7b5\uc801 \uc790\ubcf8 \ubc30\ubd84\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud544\ub9ac\ud540\uc774 \uc778\ub3c4\ub124\uc2dc\uc544\uc758 2014\ub144 \uad11\uc11d \uc218\ucd9c \uae08\uc9c0 \uc870\uce58\ub97c \ubaa8\ub378\ub85c \ud55c \uc218\ucd9c \uc81c\ud55c\uc744 \uace0\ub824\ud558\uace0 \uc788\uc73c\uba70, \uc2ec\ud574 \ub9dd\uac04\ub2e8\uad34 \ud504\ub85c\uc81d\ud2b8\uac00 \ub2c8\ucf08 \uc2dc\uc7a5\uc758 \uc7a5\uae30\uc801\uc778 \ubcc0\uc218\ub85c \ubd80\uc0c1\ud558\uba74\uc11c \uc815\ucc45 \uc704\ud5d8\uc740 \uc5ec\uc804\ud788 \ub192\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d:<br \/>\n*   \uc6a9\ub3c4\ubcc4: 2025\ub144 \ub2c8\ucf08 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15\uc774 69.20%\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \ubc30\ud130\ub9ac \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.96%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2025\ub144 \ub2c8\ucf08 \uc2dc\uc7a5\uc5d0\uc11c \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1 \ubd80\ubb38\uc774 26.20%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc18c\ube44\uc7ac\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.74%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \ub2c8\ucf08 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 71.10%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc9c0\uc5ed \ub0b4 \ucd5c\uace0\uc778 \uc5f0\ud3c9\uade0 5.10%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ub2c8\ucf08 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\uc778:<br \/>\n*   \uc911\uad6d\uacfc \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc0dd\uc0b0 \uae09\uc99d: 2025\ub144 1\ubd84\uae30 \uc911\uad6d\uc758 \uc870\uac15 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc0dd\uc0b0\ub7c9\uc740 \uc804\ub144 \ub300\ube44 10.6% \uc99d\uac00\ud588\uc73c\uba70, \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \ub2c8\ucf08 \uc120\ucca0(NPI) \uc0dd\uc0b0 \uc99d\uac00\ub294 \uc911\uad6d \uc81c\uac15\uc0ac\ub4e4\uc774 \uac00\uaca9 \ubcc0\ub3d9\uc5d0 \ub300\ube44\ud560 \uc218 \uc788\ub294 \ud1b5\ud569 \uacf5\uae09\ub9dd\uc744 \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub2c8\ucf08 \uc6d0\uc790\uc7ac\uc758 \uc548\uc815\uc801\uc778 \uacf5\uae09\uc744 \ubcf4\uc7a5\ud558\uc9c0\ub9cc, \uc815\ucc45, \uae30\uc0c1, \ubb3c\ub958 \ub4f1 \uc5b4\ub5a0\ud55c \ucc28\uc9c8\ub3c4 \uae00\ub85c\ubc8c \uacf5\uae09\uc744 \ube60\ub974\uac8c \uc704\ucd95\uc2dc\ud0ac \uc218 \uc788\ub294 \uc2dc\uc2a4\ud15c\uc801 \uc704\ud5d8\uc744 \ub0b4\ud3ec\ud569\ub2c8\ub2e4. (CAGR \uc601\ud5a5 +1.5%, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc911\uc2ec, \uc911\uae30)<br \/>\n*   \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub2c8\ucf08 \ud669\uc0b0\uc5fc \uc815\ub828\uc18c\uc758 \ube60\ub978 \uad6c\ucd95: Vale\uc758 Voisey\u2019s Bay \ud655\uc7a5(2024\ub144 12\uc6d4 \uc644\ub8cc, 2026\ub144 \ud558\ubc18\uae30 \uc644\uc804 \uac00\ub3d9 \uc2dc \uc5f0\uac04 45,000\ud1a4 \ucd94\uac00)\uacfc Canada Nickel Company\uc758 Crawford \ud504\ub85c\uc81d\ud2b8(2027\ub144 \ub9d0 \uccab \uc0dd\uc0b0 \ubaa9\ud45c, 41\ub144\uac04 160\ub9cc \ud1a4 \uc608\uc0c1)\ub294 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub2c8\ucf08 \uc218\uc694\ub97c \ucda9\uc871\uc2dc\ud0a4\uae30 \uc704\ud55c \ud22c\uc790\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. BASF-Eramet\uc758 \uc778\ub3c4\ub124\uc2dc\uc544 \ud569\uc791 \ud22c\uc790 \ucde8\uc18c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uce90\ub098\ub2e4\uc640 \ubbf8\uad6d\uc5d0\uc11c\uc758 \uc0c8\ub85c\uc6b4 \uc815\ub828\uc18c \ubc1c\ud45c\ub294 \uc9c0\uc5ed \uae30\uac00\ud329\ud1a0\ub9ac\uc5d0 \ud544\uc694\ud55c \ud604\uc9c0\ud654\ub41c \ubc30\ud130\ub9ac\uc6a9 \uc6d0\ub8cc\uc758 \ud544\uc694\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. (CAGR \uc601\ud5a5 +0.8%, \uae00\ub85c\ubc8c, \uc7a5\uae30)<br \/>\n*   \uce5c\ud658\uacbd \ub2c8\ucf08 \ud504\ub9ac\ubbf8\uc5c4 \ubc0f OEM \uacf5\uae09\ub9dd \ud604\uc9c0\ud654: \uc8fc\uc694 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ubc30\ud130\ub9ac \uae08\uc18d\uc5d0 \ub300\ud55c \uc804 \uc0dd\uc560 \uc8fc\uae30 \ud0c4\uc18c \ubc30\ucd9c\ub7c9 \uae30\uc900\uc744 \uba85\uc2dc\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uad11\uc0b0\uc5c5\uccb4\ub4e4\uc774 \uc7ac\uc0dd\uc5d0\ub108\uc9c0\ub97c \uc0ac\uc6a9\ud558\uace0 \ucd94\uc801 \uae30\uc220\uc744 \ub3c4\uc785\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. \ub7f0\ub358 \uae08\uc18d \uac70\ub798\uc18c(LME)\uac00 2024\ub144 &#8216;\uccad\uc815 \ub2c8\ucf08&#8217; \uacc4\uc57d\uc744 \uae30\uac01\ud588\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, BHP\uc640 Wyloo \uac19\uc740 \uad11\uc0b0\uc5c5\uccb4\uc640 OEM \uac04\uc758 \uc591\uc790 \uac70\ub798\ub294 \uc9c0\uc18d\uac00\ub2a5\uc131 \ud504\ub9ac\ubbf8\uc5c4\uc774 \uc7a5\uc678 \uc2dc\uc7a5\uc5d0\uc11c \ud615\uc131\ub420 \uac83\uc784\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. 2.7\uc870 \ub2ec\ub7ec\ub97c \uc6b4\uc6a9\ud558\ub294 \ud22c\uc790\uc790 \uc5f0\ud569\uc740 \uc0b0\ub9bc \ud30c\uad34 \uc5c6\ub294 \ub2c8\ucf08 \uacf5\uae09\uc744 \uc694\uad6c\ud558\uba70 \ub2c8\ucf08 \uc0b0\uc5c5\uc758 \ud604\uc9c0 \uc870\ub2ec\ub85c\uc758 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5 +0.7%, \ubd81\ubbf8 \ubc0f EU \uc911\uc2ec, \uc911\uae30)<br \/>\n*   \uc804\ubc18\uc801\uc778 \uacf5\uae09 \uacfc\uc789\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 1\ub4f1\uae09 \ub2c8\ucf08 \ubd80\uc871: \uad6d\uc81c \ub2c8\ucf08 \uc5f0\uad6c \uadf8\ub8f9(INSG)\uc740 2025\ub144 198,000\ud1a4\uc758 \uc804\ubc18\uc801\uc778 \uacf5\uae09 \uacfc\uc789\uc744 \uc608\uc0c1\ud558\uc9c0\ub9cc, NMC \ubc0f NCA \uc591\uadf9\uc7ac\uc5d0 \ud544\uc694\ud55c 1\ub4f1\uae09 \ub2c8\ucf08\uc740 \uc5ec\uc804\ud788 \ubd80\uc871\ud569\ub2c8\ub2e4. Vale\uc758 2025\ub144 2\ubd84\uae30 \ub2c8\ucf08 \uac00\uaca9 \ud558\ub77d\uc740 \uc778\ub3c4\ub124\uc2dc\uc544 \uacf5\uae09\uc774 \uac00\uaca9 \ud558\ud55c\uc120\uc744 \uc124\uc815\ud558\uba74\uc11c 1\ub4f1\uae09 \uc0dd\uc0b0\uc790\ub4e4\uc774 \ub9c8\uc9c4 \uc555\ubc15\uc5d0 \uc9c1\uba74\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc800\ub4f1\uae09 \uc6d0\ub8cc\ub97c \uc5c5\uadf8\ub808\uc774\ub4dc\ud560 \uc218 \uc788\ub294 \uc815\ub828\uc18c\ub294 \ub354 \ub192\uc740 \uac00\uce58\ub97c \ucc3d\ucd9c\ud558\uba70, \ub2c8\ucf08 \uc2dc\uc7a5 \ub0b4 \uc2b5\uc2dd \uc57c\uae08 \ubc0f \uc804\ud658 \uacbd\ub85c\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5 +0.6%, \uae00\ub85c\ubc8c, \ub2e8\uae30)<br \/>\n*   \ub2e4\uc218\uc758 \uc2ec\ud574 \ub9dd\uac04\ub2e8\uad34 \ud504\ub85c\uc81d\ud2b8 \ucd9c\ud604: \uc2ec\ud574 \ub9dd\uac04\ub2e8\uad34 \ud504\ub85c\uc81d\ud2b8\ub294 \ub2c8\ucf08 \uc2dc\uc7a5\uc758 \uc7a5\uae30\uc801\uc778 \ubcc0\uc218\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5 +0.5%, \uae00\ub85c\ubc8c, \uc7a5\uae30)<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<br \/>\n*   2\ub4f1\uae09 \ub2c8\ucf08\uc758 \uc9c0\uc18d\uc801\uc778 \uacf5\uae09 \uacfc\uc789\uc73c\ub85c \uc778\ud55c \uae30\uc900 \uac00\uaca9 \ud558\ub77d: \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \ub2c8\ucf08 \uc120\ucca0(NPI) \uc0dd\uc0b0\ub7c9\uc740 2018\ub144 \uae00\ub85c\ubc8c \uacf5\uae09\ub7c9\uc758 6%\uc5d0\uc11c 2025\ub144 50% \uc774\uc0c1\uc73c\ub85c \uae09\uc99d\ud558\uc5ec \uac00\uaca9\uc744 \ud558\ub77d\uc2dc\ud0a4\uace0 \uace0\ube44\uc6a9 \uc11c\uad6c \uad11\uc0b0\ub4e4\uc744 \uac00\ub3d9 \uc911\ub2e8\uc73c\ub85c \ubab0\uc544\ub123\uc5c8\uc2b5\ub2c8\ub2e4. BHP\ub294 Kwinana \uc815\ub828\uc18c \ub4f1\uc758 \uc6b4\uc601\uc744 2027\ub144\uae4c\uc9c0 \uc911\ub2e8\ud588\uc73c\uba70, Glencore\uc758 2024\ub144 \uc0dd\uc0b0\ub7c9 9% \uac10\uc18c\uc640 Koniambo\uc758 \ud3d0\uc1c4\ub294 \ub2c8\ucf08 \uc2dc\uc7a5\uc774 \uc0c8\ub85c\uc6b4 \ube44\uc6a9 \ub9ac\ub354\uc5d0 \uc801\uc751\ud558\uba74\uc11c \uae30\uc874 \uc790\uc0b0\uc5d0 \uac00\ud574\uc9c0\ub294 \uc555\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. (CAGR \uc601\ud5a5 -0.9%, \uae00\ub85c\ubc8c, \ub2e8\uae30)<br \/>\n*   LFP \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \ud654\ud559 \ucc44\ud0dd: \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \ubc30\ud130\ub9ac\uc758 \uc810\uc720\uc728\uc774 \uc99d\uac00\ud588\uc73c\uba70, CATL\uacfc \uac19\uc740 \uc911\uad6d \uc140 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ub2c8\ucf08\uc744 \uc0ac\uc6a9\ud558\uc9c0 \uc54a\ub294 \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \ud329\uc744 \uc2dc\ud5d8 \uc911\uc785\ub2c8\ub2e4. \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c OEM\ub4e4\uc740 \ubcf4\uae09\ud615 \uc804\uae30\ucc28 \ubc0f \uace0\uc815\uc2dd \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58\uc5d0 \ub354 \uc800\ub834\ud55c \uc7ac\ub8cc\ub97c \uc0ac\uc6a9\ud558\ub294 \ud654\ud559 \ubb3c\uc9c8\uc744 \uc120\ud0dd\ud558\uc5ec, \ub2c8\ucf08 \ud568\ub7c9\uc774 \ub192\uc740 \uc591\uadf9\uc7ac\uc758 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \uc81c\ud55c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud504\ub9ac\ubbf8\uc5c4 \ucc28\ub7c9 \ubc0f \ud56d\uacf5\uc6b0\uc8fc \ubd80\ubb38\uc740 \uc5ec\uc804\ud788 \ub2c8\ucf08 \uae30\ubc18\uc758 \uace0\uc5d0\ub108\uc9c0 \uc140\uc744 \ud544\uc694\ub85c \ud558\uc9c0\ub9cc, LFP \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc740 \ub2c8\ucf08 \uc2dc\uc7a5\uc758 \uc7a5\uae30\uc801\uc778 \uc218\uc694\ub97c \ud76c\uc11d\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5 -0.7%, \uc911\uad6d \uc8fc\ub3c4, \uc911\uae30)<br \/>\n*   \uc778\ub3c4\ub124\uc2dc\uc544 HPAL \ubc0f NPI \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c ESG \ubc18\ubc1c: \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uace0\uc555 \uc0b0 \uce68\ucd9c(HPAL) \ubc0f \ub2c8\ucf08 \uc120\ucca0(NPI) \ud504\ub85c\uc81d\ud2b8\ub294 \ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870(ESG) \uce21\uba74\uc5d0\uc11c \ube44\ud310\uc5d0 \uc9c1\uba74\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uc5d0 \uc7a5\uae30\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. (CAGR \uc601\ud5a5 -0.7%, \uc778\ub3c4\ub124\uc2dc\uc544 \uc911\uc2ec, \uc7a5\uae30)<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>\uc6a9\ub3c4\ubcc4: \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15\uc758 \uc8fc\ub3c4\uc640 \ubc30\ud130\ub9ac\uc758 \uc131\uc7a5 \ubaa8\uba58\ud140<br \/>\n\uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc0dd\uc0b0\uc740 2025\ub144 \ub2c8\ucf08 \uc2dc\uc7a5\uc758 69.20%\ub97c \ucc28\uc9c0\ud558\uba70 \uac74\uc124, \uc18c\ube44\uc7ac, \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c \ub0b4\uc2dd\uc131 \ud569\uae08\uc73c\ub85c\uc11c\uc758 \ub2c8\ucf08\uc758 \uc5ed\ud560\uc744 \uc7ac\ud655\uc778\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d \uc81c\uac15\uc0ac\ub4e4\uc758 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\ub294 \uacbd\uc81c \uc131\uc7a5\uc774 \uc644\ud654\ub418\ub294 \uc0c1\ud669\uc5d0\uc11c\ub3c4 \ub300\ub7c9 \uc218\uc694\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. \uc8fc\uc870 \ubc0f \ud569\uae08 \ubd80\ubb38\uc740 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ub0b4\uc5f4 \ubd80\ud488\uc5d0 \uc548\uc815\uc801\uc774\uc9c0\ub9cc \ub0ae\uc740 \ubb3c\ub7c9\uc758 \uc218\uc694\ub97c \uc81c\uacf5\ud558\uba70, \ub3c4\uae08 \uc751\uc6a9 \ubd84\uc57c\ub294 \uc7a5\uc2dd\uc6a9 \ub9c8\uac10\uc7ac\uc5d0 \ub300\ud55c \ud504\ub9ac\ubbf8\uc5c4 \ub9c8\uc9c4\uc744 \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc30\ud130\ub9ac \ubd80\ubb38\uc740 \ube44\ub85d \uc810\uc720\uc728\uc740 \uc791\uc9c0\ub9cc 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.96%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd84\uc57c\uc785\ub2c8\ub2e4. \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \ud329\uacfc \uadf8\ub9ac\ub4dc \uaddc\ubaa8 \uc800\uc7a5 \uc7a5\uce58\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uc218\uc694\ub294 Vale\uc758 Voisey\u2019s Bay \uc5c5\uadf8\ub808\uc774\ub4dc \ubc0f Canada Nickel\uc758 \ud0c4\uc18c \ud3ec\uc9d1 \uc815\ub828\uc18c\uc640 \uac19\uc740 \ud22c\uc790\ub97c \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac\uc6a9 \ub2c8\ucf08 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2031\ub144\uae4c\uc9c0 0.61\ubc31\ub9cc \ud1a4\uc5d0 \ub3c4\ub2ec\ud558\uc5ec 2024\ub144 \uae30\uc900 \ub300\ube44 \ub450 \ubc30\uac00 \ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. LFP \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac\uc758 \ucc44\ud0dd\uc774 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \uc81c\ud55c\ud558\uc9c0\ub9cc, \ud504\ub9ac\ubbf8\uc5c4 \ucc28\ub7c9\uc758 \uace0\uc5d0\ub108\uc9c0 \uc591\uadf9\uc7ac\ub294 1\ub4f1\uae09 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc694\uad6c\ud558\ub294 \ub2c8\ucf08 \ud568\ub7c9\uc774 \ub192\uc740 \ud654\ud559 \ubb3c\uc9c8\uc744 \uacc4\uc18d \uc120\ud638\ud569\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc790\ub3d9\ucc28\uc758 \ube44\uc911\uacfc \uc18c\ube44\uc7ac\uc758 \uc0c1\uc2b9 \uc5ec\ub825<br \/>\n\uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1 \ubd80\ubb38\uc740 2025\ub144 \uc218\uc694\uc758 26.20%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \ubc30\uae30 \uc2dc\uc2a4\ud15c, \uc100\uc2dc \ubd80\ud488 \ubc0f \uae09\uc99d\ud558\ub294 \ubc30\ud130\ub9ac \uc218\uc694\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4. \ub0b4\uc5f0\uae30\uad00\uc5d0\uc11c \uc804\uae30 \uad6c\ub3d9\uacc4\ub85c\uc758 \uc804\ud658\uc740 \ubcf5\uc7a1\ud55c \uc218\uc694 \uace1\uc120\uc744 \ub9cc\ub4ed\ub2c8\ub2e4. \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \ud568\ub7c9\uc740 \uc815\uccb4\ub418\uc9c0\ub9cc, \ub2c8\ucf08 \ud568\ub7c9\uc774 \ub192\uc740 \uc591\uadf9\uc7ac\ub294 1\ub4f1\uae09 \ud65c\uc6a9\ub3c4\ub97c \ub192\uc5ec \ub2c8\ucf08 \uc2dc\uc7a5\uc758 \ubbf8\ub798 \uc18c\ube44 \ub3d9\ud5a5\uc744 \ud615\uc131\ud569\ub2c8\ub2e4.<\/p>\n<p>\ub0c9\uc7a5\uace0, \uc138\ud0c1\uae30, \uc8fc\ubc29 \uac00\uc804\uc81c\ud488\uc744 \ud3ec\ud568\ud55c \uc18c\ube44\uc7ac\ub294 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc758 \uad50\uccb4 \uc8fc\uae30\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.74%\uc758 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15\uc758 \ubbf8\uc801 \uc120\ud638\ub3c4\uc640 \uac00\ucc98\ubd84 \uc18c\ub4dd \uc99d\uac00\ub294 \ubb3c\ub7c9 \uc131\uc7a5\uc744 \uc9c0\uc18d\uc2dc\ud0b5\ub2c8\ub2e4. \uac00\uacf5 \uae08\uc18d \uc81c\ud488, \uac74\uc124 \ubc0f \uc0b0\uc5c5 \uae30\uacc4\ub294 \uc778\ud504\ub77c \ubc0f \uc5d0\ub108\uc9c0 \ud504\ub85c\uc81d\ud2b8\uc5d0 \uae30\ubc18\ud55c \uafb8\uc900\ud55c \uc218\uc694\ub97c \uc81c\uacf5\ud558\uba70, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ud574\uc591 \uc751\uc6a9 \ubd84\uc57c\ub294 \uc81c\ud55c\ub41c \ub300\uccb4 \uacbd\ub85c\ub97c \uac00\uc9c4 \ud2b9\uc218 \uace0\uc628 \ud569\uae08\uc5d0 \uc758\uc874\ud558\uc5ec \ub2c8\ucf08 \uc2dc\uc7a5\uc758 \uc548\uc815\uc801\uc778 \uc218\uc694\ub97c \uac15\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uae00\ub85c\ubc8c \ub2c8\ucf08 \uc2dc\uc7a5 \uc218\uc694\uc758 71.10%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.10%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc0dd\uc0b0 \uae09\uc99d\uacfc \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uc218\uc9c1 \ud1b5\ud569 \uacf5\uae09\ub9dd\uc774 \uc9c0\uc5ed \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uba70, \ud544\ub9ac\ud540\uc758 \uad11\uc11d \uc218\ucd9c \uc81c\ud55c \uac00\ub2a5\uc131\uc740 \uc544\uc138\uc548 \ub0b4 \uac00\uacf5 \uc9d1\uc911\ub3c4\ub97c \ub354\uc6b1 \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \ucca8\ub2e8 \ud569\uae08 \uc0dd\uc0b0\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc778\ub3c4\uc758 \uc0b0\uc5c5 \uae30\ubc18\uc740 \uafb8\uc900\ud788 \uc18c\ube44\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubd81\ubbf8\ub294 Canada Nickel\uc758 Crawford \ud504\ub85c\uc81d\ud2b8\uc640 Vale\uc758 Voisey\u2019s Bay \ud655\uc7a5 \ud504\ub85c\uc81d\ud2b8\ub97c \uc911\uc2ec\uc73c\ub85c \uacf5\uae09 \ud604\uc9c0\ud654 \ub178\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc758 \uae30\uac00\ud329\ud1a0\ub9ac \ud30c\uc774\ud504\ub77c\uc778\uc774 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \uc870\ub2ec \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 1\ub4f1\uae09 \uc6d0\ub8cc\ub97c \uc694\uad6c\ud568\uc5d0 \ub530\ub77c \ubd81\ubbf8 \ub2c8\ucf08 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uba55\uc2dc\ucf54\ub294 \ubbf8\uad6d \uc790\ub3d9\ucc28 \uacf5\uc7a5\uacfc\uc758 \uadfc\uc811\uc131\uc73c\ub85c \ubb3c\ub958 \uc774\uc810\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc, \uad00\uc138 \ubcc0\ub3d9\uc131\uc740 \ubd88\ud655\uc2e4\uc131\uc744 \uc57c\uae30\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc720\ub7fd\uc740 \uc5c4\uaca9\ud55c ESG \ud45c\uc900\uacfc \ube44\uc6a9 \uc555\ubc15 \uc0ac\uc774\uc5d0\uc11c \uade0\ud615\uc744 \ub9de\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc778\uc99d\ub41c \uce5c\ud658\uacbd \uae08\uc18d\uc744 \ucc3e\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc720\ub7fd \ube14\ub85d \ubc0f \uc778\uc811\ud55c \ub178\ub974\uc6e8\uc774 \ub0b4 \uc800\ud0c4\uc18c \uc815\ub828\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \uc7a5\ub824\ud569\ub2c8\ub2e4.<\/p>\n<p>\ub0a8\ubbf8\ub294 \ube0c\ub77c\uc9c8\uc774 \uc804 \uc138\uacc4 \ub9e4\uc7a5\ub7c9\uc758 \uc57d 12%\ub97c \ubcf4\uc720\ud558\uace0 \uc788\uc73c\uba70, \ubb3c\ub958 \ubb38\uc81c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 Brazilian Nickel\uc758 Piau\u00ed \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \ubcfc \uc218 \uc788\ub4ef\uc774 \ud22c\uc790\ub97c \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub294 \uc2e0\ud765 \uc2dc\uc7a5\uc774\uc9c0\ub9cc \ubbf8\ub798 \uc9c0\ud5a5\uc801\uc778 \uad11\ubb3c\uc5d0 \ub300\ud55c \ub178\ucd9c\uc744 \ubaa8\uc0c9\ud558\ub294 \uac78\ud504 \ud22c\uc790 \uc790\uae08\uc744 \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uae00\ub85c\ubc8c \uacf5\uae09\uc740 \uc911\uac04 \uc815\ub3c4\ub85c \ud30c\ud3b8\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. 1\ub4f1\uae09 \uc21c\ub3c4\uc640 ESG \uc790\uaca9 \uc99d\uba85\uc744 \uc911\uc2ec\uc73c\ub85c \uc81c\ud488 \ucc28\ubcc4\ud654\uac00 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2c8\ucf08 \uc120\ucca0(NPI) \ub610\ub294 \uace0\uc555 \uce68\ucd9c(HPAL) \uc911\uac04\uc7ac\ub97c \ubc30\ud130\ub9ac \ub4f1\uae09 \ud669\uc0b0\uc5fc\uc73c\ub85c \uc5c5\uadf8\ub808\uc774\ub4dc\ud560 \uc218 \uc788\ub294 \uc0dd\uc0b0\uc790\ub4e4\uc740 \uae30\uc900 \uac00\uaca9 \ud558\ub77d\uc744 \uc0c1\uc1c4\ud558\ub294 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4. The Metals Company\uc640 \uac19\uc740 \uc2ec\ud574 \ucc44\uad74 \uc2e0\uaddc \uc9c4\uc785\uc790\ub4e4\uc740 \uc0c1\uc5c5\uc801 \uc2b9\uc778\uc774 \uc9c4\ud589\ub420 \uacbd\uc6b0, \ud658\uacbd \ubc1c\uc790\uad6d\uc774 \ub354 \uc801\ub2e4\uace0 \uc8fc\uc7a5\ub418\ub294 \ube44\uc804\ud1b5\uc801\uc778 \uacf5\uae09\uc744 \ucd94\uac00\ud558\uc5ec \uacbd\uc7c1 \uc5ed\ud559\uc744 \uc7ac\ud3b8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc774 \ud655\uc0b0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. OEM\uc740 \ud604\uc9c0\ud654\ub41c \uacf5\uae09\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uc7a5\uae30 \uad6c\ub9e4 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uace0, \uad11\uc0b0\uc5c5\uccb4\ub294 \ub9c8\uc9c4\uc744 \ub192\uc774\uae30 \uc704\ud574 \ud0c4\uc18c \ud3ec\uc9d1 \ud06c\ub808\ub527\uc744 \ubaa8\uc0c9\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c \uacbd\uc7c1 \ubd84\uc57c\ub294 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \ud750\ub984\uc744 \ub2f4\ub2f9\ud558\ub294 \ube44\uc6a9 \uc911\uc2ec\uc758 2\ub4f1\uae09 \uc0dd\uc0b0\uc790\uc640 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc5d0 \ub9de\ucdb0\uc9c4 \ud504\ub9ac\ubbf8\uc5c4 1\ub4f1\uae09 \uacf5\uae09\uc790\ub85c \uc591\ubd84\ub418\uba70, \uac01\uae30 \ub2c8\ucf08 \uc2dc\uc7a5 \ub0b4\uc5d0\uc11c \uace0\uc720\ud55c \uac00\uce58 \uc81c\uc548\uc744 \ucd5c\uc801\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5:<br \/>\nTSingshan Group (\uce6d\uc0b0 \uadf8\ub8f9), Vale (\ubc1c\ub808), Glencore (\uae00\ub80c\ucf54\uc5b4), Norilsk Nickel (\ub178\ub9b4\uc2a4\ud06c \ub2c8\ucf08), BHP (BHP), Sumitomo Metal Mining (\uc2a4\ubbf8\ud1a0\ubaa8 \uae08\uc18d \uad11\uc0b0).<\/p>\n<p>\uc2dc\uc7a5 \uc804\ub9dd<\/p>\n<p>\ub2c8\ucf08 \uc2dc\uc7a5\uc740 \uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc744 \uacbd\ud5d8\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788 1\ub4f1\uae09 \ub2c8\ucf08\uc5d0 \ub300\ud55c \uc218\uc694\ub294 \ubc30\ud130\ub9ac \uc0dd\uc0b0\uc758 \ud575\uc2ec \uad6c\uc131 \uc694\uc18c\ub85c\uc11c \uacc4\uc18d\ud574\uc11c \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uacf5\uae09 \uce21\uba74\uc5d0\uc11c\ub294 \uc778\ub3c4\ub124\uc2dc\uc544\uc640 \uac19\uc740 \uc8fc\uc694 \uc0dd\uc0b0\uad6d\uc758 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\uc640 \uc0c8\ub85c\uc6b4 \ucc44\uad74 \uae30\uc220\uc758 \ubc1c\uc804\uc774 \uc2dc\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc7a5\uae30\uc801\uc73c\ub85c\ub294 \uc9c0\uc18d \uac00\ub2a5\ud55c \uacf5\uae09\ub9dd \uad6c\ucd95\uacfc \ud658\uacbd \uaddc\uc81c \uc900\uc218\uac00 \uc911\uc694\ud55c \uacfc\uc81c\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4. \uc9c0\uc815\ud559\uc801 \uc694\uc778\uacfc \ubb34\uc5ed \uc815\ucc45 \ub610\ud55c \ub2c8\ucf08 \uac00\uaca9 \ubcc0\ub3d9\uc131\uacfc \uacf5\uae09 \uc548\uc815\uc131\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c \ub2c8\ucf08 \uc2dc\uc7a5\uc740 \ubc30\ud130\ub9ac \uc0b0\uc5c5\uc758 \uc131\uc7a5\uc5d0 \ubc1c\ub9de\ucdb0 \uc5ed\ub3d9\uc801\uc778 \ubcc0\ud654\ub97c \uacaa\uc744 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ub2c8\ucf08 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, 2031\ub144\uae4c\uc9c0\uc758 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \ub2c8\ucf08\uc740 \uc8fc\ub85c \uace0\ud488\uc9c8 \uac15\ucca0 \uc81c\uc870\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uc804\uc774 \uae08\uc18d\uc73c\ub85c, \ubcf8 \uc5f0\uad6c\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\uae00\ub85c\ubc8c \ub2c8\ucf08 \uc218\uc694\ub294 2026\ub144 355\ub9cc \ud1a4\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 439\ub9cc \ud1a4\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ubc30\ud130\ub9ac \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.96%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70, \ub2e4\ub978 \ubaa8\ub4e0 \ubd80\ubb38\uc744 \ub2a5\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n*   \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc0dd\uc0b0 \uc99d\uac00: \uc911\uad6d\uacfc \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \uc0dd\uc0b0\ub7c9 \uae09\uc99d\uc774 \ub2c8\ucf08 \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   EV \ubc30\ud130\ub9ac\uc6a9 \ub2c8\ucf08 \ud669\uc0b0\uc5fc \uc815\uc81c\uc18c \ud655\uc7a5: \uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac \ub4f1\uae09 \ub2c8\ucf08 \ud669\uc0b0\uc5fc \uc815\uc81c \uc2dc\uc124\uc758 \ube60\ub978 \uad6c\ucd95\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uce5c\ud658\uacbd \ub2c8\ucf08 \ud504\ub9ac\ubbf8\uc5c4 \ubc0f OEM \uacf5\uae09\ub9dd \ud604\uc9c0\ud654: \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc800\ud0c4\uc18c \ubc0f \ucd94\uc801 \uac00\ub2a5\ud55c \ub2c8\ucf08\uc744 \uc694\uad6c\ud568\uc5d0 \ub530\ub77c, \uce5c\ud658\uacbd \ub2c8\ucf08\uc5d0 \ub300\ud55c \ud504\ub9ac\ubbf8\uc5c4\uc774 \ud615\uc131\ub418\uace0 OEM(\uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0)\uc758 \uacf5\uae09\ub9dd \ud604\uc9c0\ud654 \ub178\ub825\uc774 \uac15\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   Class I \ub2c8\ucf08 \ubd80\uc871: \uc804\uccb4 \ub2c8\ucf08 \uacf5\uae09\uc740 \uacfc\uc789 \uc0c1\ud0dc\uc784\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, EV \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac\uc5d0 \uc801\ud569\ud55c Class I \ub2c8\ucf08\uc740 \uc5ec\uc804\ud788 \ubd80\uc871\ud558\uc5ec \uc2dc\uc7a5\uc758 \uc774\uc911\uc801\uc778 \ud2b9\uc131\uc744 \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \uc2ec\ud574 \ub9dd\uac04\ub2e8\uad34 \ud504\ub85c\uc81d\ud2b8: \uc5ec\ub7ec \uc2e0\ud765 \uc2ec\ud574 \ub9dd\uac04\ub2e8\uad34 \ud504\ub85c\uc81d\ud2b8\ub4e4\uc774 \uc7a0\uc7ac\uc801\uc778 \ub300\uaddc\ubaa8 \uacf5\uae09\uc6d0\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc73c\uba70, 2030\ub144 \uc774\ud6c4 \uc0c1\uc5c5\uc801 \uc2b9\uc778 \ubc0f \uc0dd\uc0b0\uc774 \uae30\ub300\ub429\ub2c8\ub2e4. \uc2dc\ud5d8 \uac00\uacf5\uc744 \ud1b5\ud574 \uc774\ubbf8 \ubc30\ud130\ub9ac \ub4f1\uae09 \ud669\uc0b0\uc5fc \uc0dd\uc0b0\uc5d0 \uc131\uacf5\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n*   Class II \ub2c8\ucf08 \uacfc\uc789 \uacf5\uae09: Class II \ub2c8\ucf08 \uc120\ucca0(NPI)\uc758 \uc9c0\uc18d\uc801\uc778 \uacfc\uc789 \uacf5\uae09\uc774 \ubca4\uce58\ub9c8\ud06c \uac00\uaca9\uc744 \ud558\ub77d\uc2dc\ud0a4\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   LFP \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \ucc44\ud0dd: \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \ud654\ud559\uc758 \ucc44\ud0dd \uc99d\uac00\ub294 \ub2c8\ucf08 \uc218\uc694\uc5d0 \uc7a0\uc7ac\uc801\uc778 \uc704\ud611\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc778\ub3c4\ub124\uc2dc\uc544 HPAL \ubc0f NPI \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c ESG \ubc18\ubc1c: \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uace0\uc555\uc0b0\uce68\ucd9c(HPAL) \ubc0f NPI \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c \ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870(ESG) \uad00\ub828 \ube44\ud310\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uc5ed\ud560 \ubc0f ESG \ud2b8\ub80c\ub4dc:<br \/>\n\uc778\ub3c4\ub124\uc2dc\uc544\ub294 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \ub2c8\ucf08 \uc120\ucca0(NPI) \ubc0f HPAL \uacf5\uc7a5\uc744 \ud1b5\ud574 \uae00\ub85c\ubc8c \ub2c8\ucf08 \uc0dd\uc0b0\ub7c9\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\uba70 \uacf5\uae09 \uc131\uc7a5\uc5d0 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ud55c\ud3b8, \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc800\ud0c4\uc18c \ubc0f \ucd94\uc801 \uac00\ub2a5\ud55c \ub2c8\ucf08\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 \ucc44\uad74\uc5c5\uccb4\ub4e4\uc774 \uc7ac\uc0dd\uc5d0\ub108\uc9c0\uc6d0\uc744 \ucc44\ud0dd\ud558\uace0 \uce5c\ud658\uacbd \ub2c8\ucf08\uc5d0 \ub300\ud55c \ud504\ub9ac\ubbf8\uc5c4\uc744 \ucd94\uad6c\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \ubcf4\uace0\uc11c\uc758 \uc138\ubd80 \ubd84\uc11d \ubc94\uc704:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4(\uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15, \uc8fc\uc870, \ud569\uae08, \ubc30\ud130\ub9ac, \ub3c4\uae08 \ubc0f \uae30\ud0c0), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4(\uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1, \uac00\uacf5 \uae08\uc18d \uc81c\ud488, \uc18c\ube44\uc7ac, \uac74\uc124, \uc0b0\uc5c5 \uae30\uacc4 \ubc0f \uae30\ud0c0), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\uc758 15\uac1c \uc8fc\uc694 \uad6d\uac00)\ub85c \uc2dc\uc7a5\uc744 \uc2ec\uce35 \ubd84\uc11d\ud569\ub2c8\ub2e4. \ub610\ud55c, \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d, \uadf8\ub9ac\uace0 Anglo American, Glencore, Norilsk Nickel, TSINGSHAN HOLDING GROUP, Vale \ub4f1 \uc8fc\uc694 17\uac1c \uae30\uc5c5\uc758 \uacbd\uc7c1 \ud658\uacbd \ubc0f \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>6. \uacb0\ub860:<br \/>\n\uae00\ub85c\ubc8c \ub2c8\ucf08 \uc2dc\uc7a5\uc740 Class I \ub2c8\ucf08\uc758 \ubd80\uc871\uacfc Class II \ub2c8\ucf08\uc758 \uacfc\uc789 \uacf5\uae09\uc774\ub77c\ub294 \ubcf5\ud569\uc801\uc778 \ub3c4\uc804\uacfc \uae30\ud68c\ub97c \ub3d9\uc2dc\uc5d0 \uc548\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc0b0\uc5c5\uc758 \uc131\uc7a5\uc740 \ub2c8\ucf08 \uc218\uc694\uc758 \ud575\uc2ec \ub3d9\ub825\uc774 \ub420 \uac83\uc774\uba70, \uce5c\ud658\uacbd \uc0dd\uc0b0 \ubc29\uc2dd\uacfc \uc0c8\ub85c\uc6b4 \uacf5\uae09\uc6d0 \uac1c\ubc1c\uc774 \ubbf8\ub798 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ubcc0\uc218\uac00 \ub420 \uac83\uc785\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-44070","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\/44070"}],"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=44070"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/44070\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=44070"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=44070"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=44070"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}