{"id":44597,"date":"2026-02-15T03:37:42","date_gmt":"2026-02-15T03:37:42","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/oilfield-equipment-market-mordor\/"},"modified":"2026-03-27T22:41:43","modified_gmt":"2026-03-27T13:41:43","slug":"oilfield-equipment-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/oilfield-equipment-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc720\uc804 \uc7a5\ube44 \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\/oilfield-equipment-market-1768814004474-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\/oilfield-equipment-market-size-image-1768881926214.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 \uc2ec\ud574 \ubc0f \ucd08\uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ud504\ub77c\uc778 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc170\uc77c \ubc0f \ud0c0\uc774\ud2b8 \uc624\uc77c \uc2dc\ucd94 \ud65c\ub3d9 \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.3 2024\ub144 \uc774\ud6c4 CAPEX \ud68c\ubcf5 \ubc0f \uc2dc\ucd94 \uc7a5\ube44 \uc218 \ubc18\ub4f1<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc0c8\ub85c\uc6b4 \uc720\uc804 \uac1c\ubc1c\uc744 \ucd09\uc9c4\ud558\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc5d0\ub108\uc9c0 \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.5 \uad00\uc138 \uc8fc\ub3c4 OCTG\/\ubc38\ube0c \uc81c\uc870\uc758 \ub9ac\uc1fc\uc5b4\ub9c1 \ubc0f \ud604\uc9c0\ud654<\/li>\n<li class=\"toc-level-3\">4.2.6 \uba54\ud0c4 \ub204\ucd9c \uaddc\uc81c\ub85c \uc778\ud55c \uc800\ubc30\ucd9c BOP \uc218\uc694 \uac00\uc18d\ud654<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.3.1 \uc720\uac00 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c E&amp;P \uc608\uc0b0 \uc57d\ud654<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud658\uacbd \uaddc\uc81c \uc900\uc218 \ube44\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.3 \ub192\uc740 \ud574\uc591 \uc7a5\ube44 CAPEX \ubc0f \uae34 \ud68c\uc218 \uc8fc\uae30<\/li>\n<li class=\"toc-level-3\">4.3.4 \ubc18\ub3c4\uccb4\/\ud569\uae08 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc778\ud55c \ub0a9\uae30 \uc9c0\uc5f0<\/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 \uc0b0\uc5c5 \uacbd\uc7c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.8 \uc6d0\uc720 \ubc0f \ucc9c\uc5f0\uac00\uc2a4 \uc0dd\uc0b0 \ubc0f \uc18c\ube44 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.9 \uc721\uc0c1 \ubc0f \ud574\uc0c1 \ud65c\uc131 \uc2dc\ucd94 \uc7a5\ube44 \uc218 \ubc0f \uc608\uce21<\/li>\n<li class=\"toc-level-2\">4.10 \uc721\uc0c1 \ub300 \ud574\uc0c1 CAPEX \uc608\uce21<\/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 \uc7a5\ube44 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc2dc\ucd94 \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc0dd\uc0b0 \ubc0f \uac1c\uc785 \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc644\uacb0 \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.1.4 \uae30\ud0c0 \uc7a5\ube44 \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc704\uce58\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc721\uc0c1<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud574\uc0c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc720\uc815 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc7ac\ub798\uc2dd<\/li>\n<li class=\"toc-level-3\">5.3.2 \ube44\uc7ac\ub798\uc2dd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ub178\ub974\uc6e8\uc774<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \ub124\ub35c\ub780\ub4dc<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.2.6 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.4.3.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \ucf5c\ub86c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.4.4 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.1 \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 \uc774\ub780<\/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 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/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 (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 Schlumberger Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.2 Halliburton Co.<\/li>\n<li class=\"toc-level-3\">6.4.3 Baker Hughes Co.<\/li>\n<li class=\"toc-level-3\">6.4.4 Weatherford International plc<\/li>\n<li class=\"toc-level-3\">6.4.5 National Oilwell Varco Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 TechnipFMC plc<\/li>\n<li class=\"toc-level-3\">6.4.7 Aker Solutions ASA<\/li>\n<li class=\"toc-level-3\">6.4.8 Tenaris S.A.<\/li>\n<li class=\"toc-level-3\">6.4.9 Vallourec S.A.<\/li>\n<li class=\"toc-level-3\">6.4.10 Oceaneering International Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Subsea 7 S.A.<\/li>\n<li class=\"toc-level-3\">6.4.12 Saipem S.p.A.<\/li>\n<li class=\"toc-level-3\">6.4.13 Transocean Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 KCA Deutag<\/li>\n<li class=\"toc-level-3\">6.4.15 Expro Group Holdings N.V.<\/li>\n<li class=\"toc-level-3\">6.4.16 Liberty Energy Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Superior Energy Services Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 NOV Inc. \u2013 Rig Technologies<\/li>\n<li class=\"toc-level-3\">6.4.19 ChampionX Corp.<\/li>\n<li class=\"toc-level-3\">6.4.20 Forum Energy Technologies Inc.<\/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>\uc720\uc804 \uc7a5\ube44 \uc2dc\uc7a5 \uac1c\uc694 (2026-2031\ub144)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc720\uc804 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728 \ubc0f \uc0b0\uc5c5 \uc131\uc7a5\uc744 \ubd84\uc11d\ud558\uba70, \uc7a5\ube44 \uc720\ud615(\uc2dc\ucd94 \uc7a5\ube44, \uc0dd\uc0b0 \ubc0f \uac1c\uc785 \uc7a5\ube44, \uc644\ub8cc \uc7a5\ube44 \ubc0f \uae30\ud0c0 \uc7a5\ube44 \uc720\ud615), \uc704\uce58(\uc721\uc0c1 \ubc0f \ud574\uc0c1), \uc720\uc815 \uc720\ud615(\uc7ac\ub798\uc2dd \ubc0f \ube44\uc7ac\ub798\uc2dd) \ubc0f \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc2dc\uc7a5 \uaddc\ubaa8\uc640 \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>Mordor Intelligence\uc5d0 \ub530\ub974\uba74, \uc720\uc804 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144 2,491\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 2,825\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 2.55%\ub97c \uae30\ub85d\ud558\uba70 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubd81\ubbf8 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \ub098\ud0c0\ub0ac\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 &#8216;\uc911\uac04&#8217; \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d:<\/p>\n<p>*   \uc7a5\ube44 \uc720\ud615\ubcc4: \uc2dc\ucd94 \uc7a5\ube44\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 37.3%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 2.6% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc704\uce58\ubcc4: \uc721\uc0c1(Onshore) \uc791\uc5c5\uc774 2025\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 66.3%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \ud574\uc0c1(Offshore) \uc791\uc5c5\uc774 2031\ub144\uae4c\uc9c0 3.9%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc720\uc815 \uc720\ud615\ubcc4: \uc7ac\ub798\uc2dd(Conventional) \uc720\uc815\uc774 2025\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 61.7%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \ube44\uc7ac\ub798\uc2dd(Unconventional) \uc720\uc815\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 3.7%\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8\uac00 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 36.3%\ub85c \uc120\ub450\ub97c \ub2ec\ub838\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 3.4%\ub85c \uac00\uc7a5 \uac15\ub825\ud55c \uc9c0\uc5ed \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \uc720\uc804 \uc7a5\ube44 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30:<\/p>\n<p>1. \uc131\uc7a5 \ub3d9\ub825 (Drivers):<\/p>\n<p>*   \uc2ec\ud574 \ubc0f \ucd08\uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ud504\ub77c\uc778 \uc99d\uac00: 2024-2025\ub144 \ub3d9\uc548 10\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID)\uc774 \uc774\uc804 2\ub144 \ub300\ube44 \ub450 \ubc30\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \ube0c\ub77c\uc9c8\uc758 \ud504\ub9ac\uc194\ud2b8 \uac1c\ubc1c(B\u00fazios 9, Mero 4)\uc740 64\uac1c\uc758 \ud574\uc800 \ud2b8\ub9ac\uc640 \uad11\ubc94\uc704\ud55c \uc720\uc5f0 \ub77c\uc774\uc800\ub97c \ud544\uc694\ub85c \ud558\uba70, \uac00\uc774\uc544\ub098\uc758 Stabroek \ube14\ub85d\uc740 6\uc138\ub300 \ub4dc\ub9b4\uc2ed\uacfc 20,000psi \ube14\ub85c\uc6b0\uc544\uc6c3 \ubc29\uc9c0\uae30(BOP)\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uc11c\uc544\ud504\ub9ac\uce74\uc758 Kaminho \ud504\ub85c\uc81d\ud2b8\uc640 \uac19\uc740 \ub300\uaddc\ubaa8 \uac1c\ubc1c\uc740 \ud574\uc800 \uc5f0\uacb0\uc744 \ud1b5\ud574 \uc190\uc775\ubd84\uae30\uc810\uc744 \ub0ae\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub178\ub974\uc6e8\uc774\uc758 \uc774\uc911 \uc804\ub2e8 \ub7a8 BOP \uc758\ubb34\ud654\uc640 \uac19\uc740 \uaddc\uc81c \uac15\ud654\ub3c4 \uace0\uc0ac\uc591 \uc7a5\ube44 \uc218\uc694\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   2024\ub144 \uc774\ud6c4 CAPEX \ud68c\ubcf5 \ubc0f \ub9ac\uadf8 \uc218 \ubc18\ub4f1: 2025\ub144 \uae00\ub85c\ubc8c \uc5c5\uc2a4\ud2b8\ub9bc \uc790\ubcf8 \uc9c0\ucd9c(CAPEX)\uc740 5,250\uc5b5 \ub2ec\ub7ec\ub85c 2024\ub144 \ub300\ube44 14% \uc99d\uac00\ud558\uba70 5\ub144\uac04\uc758 \uc704\ucd95\uc744 \ub9c8\uac10\ud588\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8 \uc721\uc0c1 \ub9ac\uadf8 \uc218\ub294 9% \uc99d\uac00\ud55c 621\uac1c\ub97c \uae30\ub85d\ud588\uace0, \ubd80\uc720\uc2dd \uc2dc\ucd94\uc120 \ud65c\uc6a9\ub960\uc740 84%\uc5d0 \ub2ec\ud558\uba70 \ucd08\uc2ec\ud574 \ub4dc\ub9b4\uc2ed\uc758 \uc77c\uc77c \uc694\uc728\uc774 45\ub9cc \ub2ec\ub7ec\ub97c \ub118\uc5b4\uc130\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub41c \ud30c\uc774\ud504 \ud578\ub4e4\ub9c1 \ubc0f \uc2e4\uc2dc\uac04 \uc2dc\ucd94 \uc13c\uc11c \ub3c4\uc785\uc73c\ub85c \uc2dc\ucd94 \uae30\uac04\uc774 \ucd5c\ub300 20% \ub2e8\ucd95\ub418\uace0 \uc788\uc73c\uba70, \uc911\ub3d9 \uad6d\uc601 \uc11d\uc720\ud68c\uc0ac(NOC)\ub4e4\uc740 52\uac1c\uc758 \uc2e0\uaddc \uc721\uc0c1 \ub9ac\uadf8\ub97c \uc8fc\ubb38\ud558\uc5ec \uace0\uc0ac\uc591 \ub9ac\uadf8 \ud328\ud0a4\uc9c0 \uc218\uc694\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uba54\ud0c4 \ub204\ucd9c \uaddc\uc81c \uac15\ud654: \ubbf8\uad6d \ud658\uacbd\ubcf4\ud638\uccad(EPA)\uc758 \uba54\ud0c4 \uaddc\uc81c\ub294 2030\ub144\uae4c\uc9c0 \uc77c\uc0c1\uc801\uc778 \ud50c\ub808\uc5b4\ub9c1\uc744 \uc5c6\uc560\uace0 2027\ub144\uae4c\uc9c0 \ubaa8\ub4e0 \uc720\uc815\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \ub204\ucd9c \uac10\uc9c0\ub97c \uc758\ubb34\ud654\ud558\uc5ec \uc57d 18\ub9cc \uac1c\uc758 \uae30\uc874 \uc720\uc815\uc5d0 \ub300\ud55c \uac1c\uc870 \uc2dc\uc7a5\uc744 \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc5f0\ud569\uc758 \uc720\uc0ac \uaddc\uc81c\ub294 \uc218\uc785 \uac00\uc2a4\uc5d0\ub3c4 \uc801\uc6a9\ub418\uc5b4 \uc218\ucd9c\uc5c5\uccb4\ub4e4\uc774 \uc7a5\ube44\ub97c \uc5c5\uadf8\ub808\uc774\ub4dc\ud558\ub3c4\ub85d \uac15\uc81c\ud569\ub2c8\ub2e4. Baker Hughes\uc758 Aptara \uc800\ubc30\ucd9c BOP\uc640 Weatherford\uc758 \ubb34\ubc30\ucd9c \uc720\uc815 \ud5e4\ub4dc \uc2dc\uc2a4\ud15c\uacfc \uac19\uc740 \uc2e0\uc81c\ud488 \ucd9c\uc2dc\uac00 \uc774\ub7ec\ud55c \uc218\uc694\uc5d0 \ubd80\uc751\ud558\uace0 \uc788\uc73c\uba70, \ud638\uc8fc \uaddc\uc81c \ub2f9\uad6d\uc740 \uc6d4\ubcc4 Scope 1 \ubcf4\uace0\ub97c \uc758\ubb34\ud654\ud558\uc5ec \uc7a5\ube44 \uc5c5\uadf8\ub808\uc774\ub4dc\ub97c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc5d0\ub108\uc9c0 \uc218\uc694 \uae09\uc99d: 2031\ub144\uae4c\uc9c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc11d\uc720 \uc218\uc694\ub294 \uc5f0\uac04 2.1% \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \ud0d0\uc0ac \ubc0f \uac1c\ubc1c \ud65c\ub3d9\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. CNOOC\ub294 \ub0a8\uc911\uad6d\ud574\uc5d0\uc11c 4\uac1c\uc758 \ud504\ub85c\uc81d\ud2b8\ub97c \uc2b9\uc778\ud558\uc5ec 48\uac1c\uc758 \ud574\uc800 \ud2b8\ub9ac\uc640 3\uac1c\uc758 \uc720\uc815 \ud5e4\ub4dc \ud50c\ub7ab\ud3fc\uc744 \ud544\uc694\ub85c \ud558\uba70, ONGC\ub294 Krishna-Godavari \ubd84\uc9c0 \uac1c\ubc1c\uc744 \uc704\ud574 12\uac1c\uc758 \ud574\uc0c1 \ub9ac\uadf8\ub97c \uc8fc\ubb38\ud588\uc2b5\ub2c8\ub2e4. \ub9d0\ub808\uc774\uc2dc\uc544\uc758 Kasawari \uac00\uc2a4 \ud504\ub85c\uc81d\ud2b8\uc640 \ud638\uc8fc\uc758 Scarborough \uac1c\ubc1c\uc740 \uc9c0\uc5ed \ud574\uc800 \uc7a5\ube44 \uc8fc\ubb38\uc744 \ub298\ub9ac\uace0 \uc788\uc73c\uba70, \uc911\uad6d\uc740 \ubaa8\ub4e0 \uc2e0\uaddc \ud574\uc0c1 \ud50c\ub7ab\ud3fc\uc5d0 \ud0c4\uc18c \ud3ec\uc9d1 \uc124\ube44 \ud3ec\ud568\uc744 \uc758\ubb34\ud654\ud558\uc5ec \uc7a5\ube44 CAPEX\ub97c 5-7% \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc170\uc77c \ubc0f \ud0c0\uc774\ud2b8 \uc624\uc77c \uc2dc\ucd94 \ud65c\ub3d9 \ud655\uc7a5: \ubd81\ubbf8(Permian, Eagle Ford, Bakken), \uc544\ub974\ud5e8\ud2f0\ub098(Vaca Muerta), \uc911\uad6d(Sichuan Basin) \ub4f1\uc9c0\uc5d0\uc11c \uc170\uc77c \ubc0f \ud0c0\uc774\ud2b8 \uc624\uc77c \uc2dc\ucd94 \ud65c\ub3d9\uc774 \ud655\ub300\ub418\uba74\uc11c \uc911\uc7a5\ube44 \uc644\ub8cc \uc7a5\ube44 \ubc0f \uace0\uc555 BOP\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uad00\uc138 \uc8fc\ub3c4\ud615 OCTG\/\ubc38\ube0c \uc81c\uc870\uc758 \ub9ac\uc1fc\uc5b4\ub9c1 \ubc0f \ud604\uc9c0\ud654: \ubd81\ubbf8(\ubbf8\uad6d, \uba55\uc2dc\ucf54, \uce90\ub098\ub2e4) \ubc0f \uc720\ub7fd \uc77c\ubd80 \uc9c0\uc5ed\uc5d0\uc11c \uad00\uc138 \uc815\ucc45\uc73c\ub85c \uc778\ud574 \uc720\uc815\uc6a9 \uac15\uad00(OCTG) \ubc0f \ubc38\ube0c \uc81c\uc870\uc758 \ub9ac\uc1fc\uc5b4\ub9c1 \ubc0f \ud604\uc9c0\ud654\uac00 \uc9c4\ud589\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc81c\uc57d \uc694\uc778 (Restraints):<\/p>\n<p>*   \uc720\uac00 \ubcc0\ub3d9\uc131: 2025\ub144 \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9\uc740 68~88\ub2ec\ub7ec \uc0ac\uc774\ub97c \uc624\uac00\uba70 \ubd84\uae30\ubcc4 15% \uc774\uc0c1\uc758 \ubcc0\ub3d9\uc131\uc744 \ubcf4\uc600\uace0, \uc774\ub294 \ud22c\uc790 \uacc4\ud68d\uc744 \uc704\ucd95\uc2dc\ud0a4\uace0 \uc720\uac00\uac00 70\ub2ec\ub7ec \uc544\ub798\ub85c \ub5a8\uc5b4\uc84c\uc744 \ub54c \uae00\ub85c\ubc8c FID\uc758 22%\ub97c \uc9c0\uc5f0\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8\ub294 15%\uc758 \uc218\uc775\ub960\uc744 \uc704\ud574 \uc720\uac00\uac00 60\ub2ec\ub7ec \uc774\uc0c1\uc774\uc5b4\uc57c \ud558\ubbc0\ub85c, \uc720\uac00 \ubcc0\ub3d9\uc131\uc740 \ud504\ub85c\uc81d\ud2b8 \uc2b9\uc778 \uacb0\uc815\uc744 \ucd5c\ub300 18\uac1c\uc6d4\uae4c\uc9c0 \uc9c0\uc5f0\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub192\uc740 \ud574\uc0c1 \uc7a5\ube44 CAPEX \ubc0f \uae34 \ud68c\uc218 \uc8fc\uae30: 6\uc138\ub300 \ub4dc\ub9b4\uc2ed\uc740 6\uc5b5 5\ucc9c\ub9cc~7\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec, 4\uac1c \uc720\uc815 \ud574\uc800 \uc5f0\uacb0\uc740 \ud3c9\uade0 1\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uac00 \uc18c\uc694\ub418\uc5b4 \uc721\uc0c1 \uc720\uc815\ubcf4\ub2e4 3~4\ubc30 \uc790\ubcf8 \uc9d1\uc57d\uc801\uc785\ub2c8\ub2e4. \ud68c\uc218 \uae30\uac04\uc774 \uc77c\ubc18\uc801\uc73c\ub85c 7~10\ub144\uc73c\ub85c \uae38\uc5b4, \ub192\uc740 \uc774\uc790\uc728 \ud658\uacbd\uc5d0\uc11c\ub294 \ub9e4\ub825\uc774 \ub5a8\uc5b4\uc9d1\ub2c8\ub2e4. \ub178\ud6c4\ud654\ub41c \uc790\uc0b0\uacfc \ud574\uccb4 \ube44\uc6a9\uc73c\ub85c \uc778\ud574 \ubd81\ud574 \uc9c0\uc5ed\uc758 \uc790\ubcf8 \uc9c0\ucd9c\uc740 2025\ub144\uc5d0 11% \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ubaa8\ub4c8\ud615 \ud15c\ud50c\ub9bf\uacfc ROV \ubc0f \ud574\uc800 \ub3c4\uad6c \ub9ac\uc2a4 \ubaa8\ub378\uc744 \ud1b5\ud574 CAPEX \ubd80\ub2f4\uc744 OPEX\ub85c \uc804\ud658\ud558\ub824\ub294 \ub178\ub825\uc744 \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud658\uacbd \uaddc\uc81c \uc900\uc218 \ube44\uc6a9 \uc99d\uac00: \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ud658\uacbd \uaddc\uc81c\uac00 \uac15\ud654\ub418\uba74\uc11c \uc6b4\uc601 \ube44\uc6a9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 EU, \ubd81\ubbf8, \ud638\uc8fc\uc5d0\uc11c \uc5c4\uaca9\ud558\uace0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c\ub3c4 \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc18\ub3c4\uccb4\/\ud569\uae08 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1: \ubc18\ub3c4\uccb4 \ubc0f \ud2b9\uc218 \ud569\uae08 \uacf5\uae09\ub9dd\uc758 \ubcd1\ubaa9 \ud604\uc0c1\uc740 \uc7a5\ube44 \ub0a9\ud488 \uc9c0\uc5f0\uc744 \ucd08\ub798\ud558\uc5ec \uc2dc\uc7a5\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d:<\/p>\n<p>1. \uc7a5\ube44 \uc720\ud615\ubcc4: \uc790\ub3d9\ud654\ub85c \uc2dc\ucd94 \uc7a5\ube44 \uc6b0\uc704 \ud655\ubcf4<br \/>\n\uc2dc\ucd94 \uc7a5\ube44\ub294 2025\ub144 \uc720\uc804 \uc7a5\ube44 \uc2dc\uc7a5\uc758 37.3%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ud654\ub41c \ub9ac\uadf8 \ud50c\ub85c\uc5b4 \uc2dc\uc2a4\ud15c \ub3c4\uc785\uc73c\ub85c \ube44\uc0dd\uc0b0 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uba70 2031\ub144\uae4c\uc9c0 2.6% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uba55\uc2dc\ucf54\ub9cc \ubc0f \ubd81\ud574\uc758 \uace0\uc555\/\uace0\uc628 \uc720\uc815\uc5d0\ub294 15,000psi \uc7a5\ube44\ubcf4\ub2e4 800\ub9cc~1,200\ub9cc \ub2ec\ub7ec \ub354 \ube44\uc2fc 20,000psi BOP\uac00 \ud544\uc694\ud558\uc5ec \uc778\uc99d\ub41c \uacf5\uae09\uc5c5\uccb4\uc5d0 \ud504\ub9ac\ubbf8\uc5c4 \ub9c8\uc9c4\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc0dd\uc0b0 \ubc0f \uac1c\uc785 \uc7a5\ube44\ub294 \uc778\uacf5 \ub9ac\ud504\ud2b8, \ucf54\uc77c \ud29c\ube59, \uc791\uc5c5 \ub9ac\uadf8\uac00 \ud544\uc694\ud55c \ub178\ud6c4 \uc720\uc815\uc5d0\uc11c \uc774\uc810\uc744 \uc5bb\uace0 \uc788\uc73c\uba70, \uc644\ub8cc \uc7a5\ube44\ub294 \uc138\ucc99 \uc791\uc5c5\uc744 \uc5c6\uc560\uace0 \uc720\uc815\ub2f9 20\ub9cc~40\ub9cc \ub2ec\ub7ec\ub97c \uc808\uc57d\ud558\ub294 \uc6a9\ud574\uc131 \uc7ac\ub8cc \ub355\ubd84\uc5d0 \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc758 \uacbd\uc7c1 \uc555\ub825\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc9c0\ub9cc, \uc11c\uad6c \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ud504\ub9ac\ubbf8\uc5c4 \uc5f0\uacb0 \ubc0f \ub0b4\uc2dd\uc131 \ud569\uae08\uc744 \ud1b5\ud574 15-20%\uc758 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uae30 \uc218\uc911 \ud38c\ud504, \uc9c0\ub2a5\ud615 \ub85c\ud130\ub9ac \uc2a4\ud2f0\uc5b4\ub7ec\ube14 \uc2dc\uc2a4\ud15c, \uc2e4\uc2dc\uac04 \uc2dc\ucd94 \ubd84\uc11d\uacfc \uac19\uc740 \ub514\uc9c0\ud138\ud654 \uae30\uc220\uc740 \uc2dc\ubc94 \ub2e8\uacc4\ub97c \ub118\uc5b4 \ud45c\uc900 \uad00\ud589\uc73c\ub85c \uc790\ub9ac \uc7a1\uace0 \uc788\uc73c\uba70, \uba38\uc2e0\ub7ec\ub2dd \ud50c\ub7ab\ud3fc\uc774 \uc2dc\ucd94 \uc77c\uc218\ub97c 12-18% \ub2e8\ucd95\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub514\uc9c0\ud138\ud654\ub294 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \ud06c\uac8c \ud5a5\uc0c1\uc2dc\ud0a4\uace0 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uba70 \uc548\uc804\uc131\uc744 \uac15\ud654\ud558\ub294 \ud575\uc2ec \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc5d0\ub108\uc9c0 \uc804\ud658\uc758 \ud750\ub984 \uc18d\uc5d0\uc11c \uc11d\uc720 \ubc0f \uac00\uc2a4 \uc0b0\uc5c5\uc740 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc194\ub8e8\uc158\uacfc \ud0c4\uc18c \ubc30\ucd9c \uc800\uac10 \uae30\uc220 \uac1c\ubc1c\uc5d0\ub3c4 \ubc15\ucc28\ub97c \uac00\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \uc0c8\ub85c\uc6b4 \uc131\uc7a5 \ub3d9\ub825\uc774 \ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788, \ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5(CCS) \uae30\uc220\uacfc \uc218\uc18c \uc0dd\uc0b0 \uad00\ub828 \uc7a5\ube44\uc5d0 \ub300\ud55c \ud22c\uc790\uac00 \uc99d\uac00\ud558\uba74\uc11c \uad00\ub828 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc774 \uae30\ub300\ub429\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c, \uc11d\uc720 \ubc0f \uac00\uc2a4 \uc7a5\ube44 \uc2dc\uc7a5\uc740 \uae30\uc220 \ud601\uc2e0\uacfc \ub514\uc9c0\ud138 \uc804\ud658, \uadf8\ub9ac\uace0 \uc5d0\ub108\uc9c0 \uc804\ud658\uc774\ub77c\ub294 \uac70\ub300\ud55c \ud750\ub984 \uc18d\uc5d0\uc11c \uc9c0\uc18d\uc801\uc778 \ubcc0\ud654\uc640 \uc131\uc7a5\uc744 \uac70\ub4ed\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc720\uc804 \uc7a5\ube44 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc720\uc804 \uc7a5\ube44\ub294 \ud0d0\uc0ac, \uc2dc\ucd94, \uc0dd\uc0b0 \ub4f1 \uc5c5\uc2a4\ud2b8\ub9bc \uc791\uc5c5\uc5d0 \uc8fc\ub85c \uc0ac\uc6a9\ub418\ub294 \ub3c4\uad6c \ubc0f \uae30\uacc4\ub97c \uc758\ubbf8\ud558\uba70, \uc721\uc0c1 \ubc0f \ud574\uc0c1 \uc720\uc804 \ud504\ub85c\uc81d\ud2b8 \uac1c\ubc1c\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uc7a5\ube44 \uc720\ud615(\uc2dc\ucd94 \uc7a5\ube44, \uc0dd\uc0b0 \ubc0f \uac1c\uc785 \uc7a5\ube44, \uc644\uacb0 \uc7a5\ube44, \uae30\ud0c0), \uc704\uce58(\uc721\uc0c1, \ud574\uc0c1), \uc720\uc815 \uc720\ud615(\uc7ac\ub798\uc2dd, \ube44\uc7ac\ub798\uc2dd) \ubc0f \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc804\ub9dd:<br \/>\n\uae00\ub85c\ubc8c \uc720\uc804 \uc7a5\ube44 \uc2dc\uc7a5\uc740 2026\ub144 2,491\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 2,825\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uba70, \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 2.55%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc7a5\ube44 \uc720\ud615\ubcc4\ub85c\ub294 \uc2dc\ucd94 \uc7a5\ube44\uac00 2025\ub144 \uae30\uc900 37.3%\ub85c \uac00\uc7a5 \ud070 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc790\ub3d9\ud654\ub97c \ud1b5\ud574 \uc720\uc815 \uac74\uc124 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uc548\uc804\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \uc774\uc810 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ub825:<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2ec\ud574 \ubc0f \ucd08\uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8 \uc99d\uac00: \ud2b9\ud788 \ube0c\ub77c\uc9c8\uacfc \uac00\uc774\uc544\ub098 \ub4f1\uc9c0\uc5d0\uc11c \uc2ec\ud574 \ubc0f \ucd08\uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ud504\ub77c\uc778\uc774 \uc99d\uac00\ud558\uba74\uc11c \ud574\uc800 \uc7a5\ube44 \uc218\uc694\uac00 \ud655\ub300\ub418\uc5b4 \uc608\uce21 CAGR\uc5d0 0.8%\uc758 \ucd94\uac00 \uc131\uc7a5\uc744 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc170\uc77c \ubc0f \ud0c0\uc774\ud2b8 \uc624\uc77c \uc2dc\ucd94 \ud65c\ub3d9 \ud655\uc7a5: \uc170\uc77c \ubc0f \ud0c0\uc774\ud2b8 \uc624\uc77c \uc2dc\ucd94 \ud65c\ub3d9\uc758 \uc9c0\uc18d\uc801\uc778 \ud655\uc7a5\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   CAPEX \ud68c\ubcf5 \ubc0f \ub9ac\uadf8 \uc218 \ubc18\ub4f1: 2024\ub144 \uc774\ud6c4 \uc790\ubcf8 \uc9c0\ucd9c(CAPEX) \ud68c\ubcf5\uacfc \ub9ac\uadf8 \uc218 \ubc18\ub4f1\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc5d0\ub108\uc9c0 \uc218\uc694 \uae09\uc99d: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc5d0\ub108\uc9c0 \uc218\uc694 \uae09\uc99d\uc774 \uc2e0\uaddc \uc720\uc804 \uac1c\ubc1c\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   OCTG\/\ubc38\ube0c \uc81c\uc870\uc758 \ub9ac\uc1fc\uc5b4\ub9c1 \ubc0f \ud604\uc9c0\ud654: \uad00\uc138 \uc8fc\ub3c4\uc758 OCTG(Oil Country Tubular Goods)\/\ubc38\ube0c \uc81c\uc870 \ub9ac\uc1fc\uc5b4\ub9c1 \ubc0f \ud604\uc9c0\ud654 \ucd94\uc138\uac00 \ub098\ud0c0\ub098\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uba54\ud0c4 \ub204\ucd9c \uaddc\uc81c \uac15\ud654: \ubbf8\uad6d \ubc0f EU\uc758 \uba54\ud0c4 \uaddc\uc81c\ub294 \uc57d 18\ub9cc \uac1c\uc758 \uc720\uc815\uc5d0\uc11c \uacf5\uc555 \ucee8\ud2b8\ub864\ub7ec, \uc800\ubc30\ucd9c BOP(Blowout Preventer) \ubc0f \uc2e4\uc2dc\uac04 \ubaa8\ub2c8\ud130\ub9c1 \uc2dc\uc2a4\ud15c\uc758 \uc989\uac01\uc801\uc778 \uac1c\uc870 \uc218\uc694\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uc720\uac00 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \ud0d0\uc0ac \ubc0f \uc0dd\uc0b0(E&#038;P) \uc608\uc0b0 \ubd88\uc548\uc815, \ud658\uacbd \uaddc\uc81c \uc900\uc218 \ube44\uc6a9 \uc99d\uac00, \ud574\uc0c1 \uc7a5\ube44\uc758 \ub192\uc740 CAPEX \ubc0f \uae34 \ud22c\uc790 \ud68c\uc218 \uae30\uac04, \ubc18\ub3c4\uccb4 \ubc0f \ud569\uae08 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc778\ud55c \ub0a9\uae30 \uc9c0\uc5f0 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \uc804\ub9dd:<br \/>\n\uc9c0\uc5ed\ubcc4\ub85c\ub294 \ubd81\ubbf8\uac00 \ud37c\ubbf8\uc548 \uc170\uc77c \ud65c\ub3d9\uacfc \uba55\uc2dc\ucf54\ub9cc \uc2ec\ud574 \uc784\ub300 \ud65c\ub3d9\uc5d0 \ud798\uc785\uc5b4 3.4%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \ub4f1 \uc8fc\uc694 \uc9c0\uc5ed \ub0b4 \uc8fc\uc694 \uad6d\uac00\ubcc4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uae30\ud0c0 \uc8fc\uc694 \ubd84\uc11d:<br \/>\n\ubcf8 \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\uc5c5\uccb4 \ubc0f \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825, \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \ub300\uccb4\uc7ac\uc758 \uc704\ud611, \uc0b0\uc5c5 \ub0b4 \uacbd\uc7c1), \uc6d0\uc720 \ubc0f \ucc9c\uc5f0\uac00\uc2a4 \uc0dd\uc0b0 \ubc0f \uc18c\ube44 \uc804\ub9dd, \uc721\uc0c1 \ubc0f \ud574\uc0c1 \ud65c\uc131 \ub9ac\uadf8 \uc218 \ubc0f \uc608\uce21, \uc721\uc0c1 \ub300 \ud574\uc0c1 CAPEX \uc608\uce21 \ub4f1\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784(M&#038;A, \ud30c\ud2b8\ub108\uc2ed), \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f Schlumberger, Halliburton, Baker Hughes \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud558\uc5ec \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc758 \uc804\ub7b5 \uc218\ub9bd\uc5d0 \ud544\uc694\ud55c \uc815\ubcf4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd, \ubbf8\ucda9\uc871 \uc218\uc694 \ud3c9\uac00\uc5d0 \ub300\ud55c \ub0b4\uc6a9\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-44597","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\/44597"}],"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=44597"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/44597\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=44597"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=44597"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=44597"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}