{"id":44693,"date":"2026-02-15T04:33:33","date_gmt":"2026-02-15T04:33:33","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/iron-ore-pellets-market-mordor\/"},"modified":"2026-04-03T04:48:33","modified_gmt":"2026-04-02T19:48:33","slug":"iron-ore-pellets-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/iron-ore-pellets-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ucca0\uad11\uc11d \ud3a0\ub9bf \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\/iron-ore-pellets-market-1753708831416-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\/iron-ore-pellets-market-size-image-1768932459043.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 \uace0\ub85c \uc81c\uac15\uc758 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc9c1\uc811 \ud658\uc6d0\/\uc804\uae30\ub85c \ud3a0\ub9bf \uc0ac\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc800\ud0c4\uc18c \uac15\ucca0 \uc0dd\uc0b0\uc744 \uc704\ud55c \uc815\ubd80 \uc9c0\uc6d0 \uc815\ucc45<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud3a0\ub9bf \uacbd\ud654 \uae30\uc220\uc758 \ubc1c\uc804<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc218\uc18c \uae30\ubc18 \uc9c1\uc811 \ud658\uc6d0\ucca0 \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ud504\ub77c\uc778 \uc99d\uac00<\/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 \ucca0\uad11\uc11d \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.2 \uacbd\ud654 \uacf5\uc815\uc758 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc0f \uc774\uc0b0\ud654\ud0c4\uc18c \ubc1c\uc790\uad6d<\/li>\n<li class=\"toc-level-3\">4.3.3 \uace0\ud488\uc9c8 \uace0\ucca0\uacfc\uc758 \uacbd\uc7c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.3 \uacf5\uae09\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.5 \uacbd\uc7c1 \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 (\uac00\uce58 \ubc0f \ubb3c\ub7c9)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ud3a0\ub9bf \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uace0\ub85c(BF) \ud3a0\ub9bf<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc9c1\uc811\ud658\uc6d0(DR) \ud3a0\ub9bf<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc6a9\uc81c \ud3a0\ub9bf<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc6d0\ud615\/HVOF \ubc0f \ud2b9\uc218 \ud3a0\ub9bf<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ub4f1\uae09\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc801\ucca0\uad11<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc790\ucca0\uad11<\/li>\n<li class=\"toc-level-3\">5.2.3 \ucd08\uace0\ub4f1\uae09 (\ucca0 \ud568\ub7c9 67% \uc774\uc0c1)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ucca0\uac15 \uc0dd\uc0b0<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc8fc\uc870 \uacf5\uc7a5<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc2dc\uba58\ud2b8 \ubc0f \ub0b4\ud654\ubb3c<\/li>\n<li class=\"toc-level-3\">5.3.4 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 (\ud654\ud559, \uc218\ucc98\ub9ac \ub4f1)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc2a4\ud2b8\ub808\uc774\ud2b8 \uadf8\ub808\uc774\ud2b8<\/li>\n<li class=\"toc-level-3\">5.4.2 \uadf8\ub808\uc774\ud2b8-\ud0ac\ub978<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc6d0\ud615 \ud3a0\ub9bf\ud654 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.4.4 \ud558\uc774\ube0c\ub9ac\ub4dc\/\uc800\ud0c4\uc18c \uc18c\uacb0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.5.1.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.5.3.8 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \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 \ucff0\ubc14 \ucca0\uad11\uc11d<\/li>\n<li class=\"toc-level-3\">6.4.2 \uc544\ub974\uc140\ub85c\ubbf8\ud0c8<\/li>\n<li class=\"toc-level-3\">6.4.3 \ubc14\ub808\uc778 \uc2a4\ud2f8<\/li>\n<li class=\"toc-level-3\">6.4.4 \ud074\ub9ac\ube14\ub79c\ub4dc-\ud074\ub9ac\ud504\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 CSN<\/li>\n<li class=\"toc-level-3\">6.4.6 \ud398\ub809\uc2a4\ud3ec Plc<\/li>\n<li class=\"toc-level-3\">6.4.7 \ud480\ub77c\ud2b8 \ud640\ub529 B.S.C<\/li>\n<li class=\"toc-level-3\">6.4.8 \uc9c4\ub2ec \uc2a4\ud2f8<\/li>\n<li class=\"toc-level-3\">6.4.9 \uace0\ubca0\uc81c\uac15(KOBE STEEL, LTD.)<\/li>\n<li class=\"toc-level-3\">6.4.10 LKAB<\/li>\n<li class=\"toc-level-3\">6.4.11 \uba54\ud2f4\ubca0\uc2a4\ud2b8<\/li>\n<li class=\"toc-level-3\">6.4.12 \uba54\ucd08<\/li>\n<li class=\"toc-level-3\">6.4.13 \ub9ac\uc624 \ud2f4\ud1a0<\/li>\n<li class=\"toc-level-3\">6.4.14 \uc0ac\ub9c8\ub974\ucf54 \ubbf8\ub124\ub77c\uc0c1 S.A.<\/li>\n<li class=\"toc-level-3\">6.4.15 \ud0c0\ud0c0 \uc2a4\ud2f8 \ub124\ub35c\ub780\ub4dc BV<\/li>\n<li class=\"toc-level-3\">6.4.16 \ubc1c\ub808 S.A.<\/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>\ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026\ub144 &#8211; 2031\ub144)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \ud3a0\ub9bf \uc720\ud615(\uace0\ub85c\uc6a9 \ud3a0\ub9bf, \uc9c1\uc811\ud658\uc6d0\uc6a9 \ud3a0\ub9bf \ub4f1), \ub4f1\uae09(\uc801\ucca0\uad11, \uc790\ucca0\uad11 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\ucca0\uac15 \uc0dd\uc0b0, \uc8fc\uc870 \uacf5\uc7a5 \ub4f1), \uae30\uc220(\uc2a4\ud2b8\ub808\uc774\ud2b8-\uadf8\ub808\uc774\ud2b8, \uadf8\ub808\uc774\ud2b8-\ud0ac\ub978 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \uc788\uc73c\uba70, \uc2dc\uc7a5 \uc608\uce21\uc740 \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \ub370\uc774\ud130:<\/p>\n<p>*   \uc870\uc0ac \uae30\uac04: 2020\ub144 &#8211; 2031\ub144<br \/>\n*   \uc2dc\uc7a5 \uaddc\ubaa8 (2026\ub144): 662\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc2dc\uc7a5 \uaddc\ubaa8 (2031\ub144): 838\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960 (2026\ub144 &#8211; 2031\ub144): 4.83%<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<br \/>\n*   \uc8fc\uc694 \uae30\uc5c5: Vale, Rio Tinto, Cleveland-Cliffs, ArcelorMittal, Bahrain Steel, Ferrexpo Plc, LKAB \ub4f1 (\uc21c\uc11c \ubb34\uad00)<\/p>\n<p>\uc2dc\uc7a5 \ubd84\uc11d (Mordor Intelligence):<\/p>\n<p>\ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5\uc740 2025\ub144 631\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 662\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.83%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 2031\ub144\uc5d0\ub294 838\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc740 \uacac\uace0\ud55c \ucca0\uac15 \uc218\uc694 \ud68c\ubcf5, \uc218\uc18c \uae30\ubc18 \uc9c1\uc811\ud658\uc6d0\ucca0(DRI) \uacf5\uc815\uc73c\ub85c\uc758 \uc810\uc9c4\uc801\uc778 \uc804\ud658, \uadf8\ub9ac\uace0 \uace0\ud488\uc9c8 \ud3a0\ub9bf \uc6d0\ub8cc\ub97c \uc120\ud638\ud558\ub294 \uac15\ud654\ub41c \ud658\uacbd \uaddc\uc81c\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc911\uad6d\uc774 \uc138\uacc4 \ucd5c\ub300 \uaddc\ubaa8\uc758 \uace0\ub85c\ub97c \uacc4\uc18d \uc6b4\uc601\ud558\uace0 \uc778\ub3c4\uac00 \uad6d\uac00 \uc778\ud504\ub77c \ud655\ucda9\uc5d0 \ub530\ub77c \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300\ub97c \uac00\uc18d\ud654\ud558\uba74\uc11c \uc18c\ube44\uc758 \uc911\uc2ec\uc9c0 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uc911\ub3d9\uacfc \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c\ub294 \uc800\ud0c4\uc18c DRI \uc0dd\uc0b0 \ub2a5\ub825\uc774 \ud655\ub300\ub418\uace0 \ud76c\uc18c\ud55c DR \ub4f1\uae09 \ud3a0\ub9bf\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uba74\uc11c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1 \uad6c\ub3c4\ub294 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, Vale, Rio Tinto, Cleveland-Cliffs\uc640 \uac19\uc740 \uc120\ub3c4\uc801\uc778 \uad11\uc0b0 \uae30\uc5c5\ub4e4\uc740 \ud1b5\ud569\ub41c \ucc44\uad74-\ud3a0\ub9bf\ud654 \uccb4\uc778\uc744 \ud65c\uc6a9\ud558\uace0, \uc911\uacac \uc0dd\uc0b0\uc790\ub4e4\uc740 \uace0\ud488\uc9c8 \uc790\uc6d0 \ud655\ubcf4\ub97c \uc704\ud574 \ud569\ubcd1\uc744 \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220 \uc120\ud0dd \ub610\ud55c \uc9c4\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc6b4\uc601\uc790\ub4e4\uc774 \uc5f0\ub8cc \ube44\uc6a9 \ubc0f CO\u2082 \ubc30\ucd9c\ub7c9 \uc808\uac10\uc744 \ucd94\uad6c\ud568\uc5d0 \ub530\ub77c \ud558\uc774\ube0c\ub9ac\ub4dc \ub610\ub294 \uc800\ud0c4\uc18c \uc18c\uacb0 \uc2dc\uc2a4\ud15c\uc774 \uc810\ucc28 \ud655\uc0b0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d:<\/p>\n<p>*   \ud3a0\ub9bf \uc720\ud615\ubcc4: 2025\ub144 \uace0\ub85c\uc6a9 \ud3a0\ub9bf\uc774 55.72%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, \uc9c1\uc811\ud658\uc6d0\uc6a9 \ud3a0\ub9bf\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.28%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ub4f1\uae09\ubcc4: 2025\ub144 \uc801\ucca0\uad11\uc774 \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5 \uaddc\ubaa8\uc758 59.68%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ucd08\uace0\ud488\uc704 \ud3a0\ub9bf\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.39%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2025\ub144 \ucca0\uac15 \uc0dd\uc0b0\uc774 \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 66.74%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.44%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220\ubcc4: 2025\ub144 \uc2a4\ud2b8\ub808\uc774\ud2b8-\uadf8\ub808\uc774\ud2b8 \uc2dc\uc2a4\ud15c\uc774 53.12%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \ud558\uc774\ube0c\ub9ac\ub4dc\/\uc800\ud0c4\uc18c \uc18c\uacb0 \uae30\uc220\uc740 2031\ub144\uae4c\uc9c0 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 5.73%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2025\ub144 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 50.96%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.63%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30 (\uc131\uc7a5 \ub3d9\ub825):<\/p>\n<p>*   \uace0\ub85c \uc81c\uac15 \uc218\uc694 \uc99d\uac00: \uc804 \uc138\uacc4 \uace0\ub85c \uc124\ube44\ub294 \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5\uc758 \ud575\uc2ec \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uba70, \ud2b9\ud788 \uc911\uad6d\uc758 \uace0\ub85c \uc870\uac15 \uc0dd\uc0b0 \ub2a5\ub825\uc740 11\uc5b5 7\ucc9c\ub9cc \ud1a4\uc744 \ucd08\uacfc\ud569\ub2c8\ub2e4. \uc778\ub3c4\uc758 \ucca0\uac15 \uc18c\ube44 \uc99d\uac00 \ub610\ud55c \uace0\ub85c\uc6a9 \ud3a0\ub9bf \uc218\uc694\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud3a0\ub9bf \ucd5c\uc801\ud654\ub294 \ucf54\ud06c\uc2a4 \uc0ac\uc6a9\ub7c9\uc744 \uc904\uc774\uace0 \ubc30\ucd9c\ub7c9\uc744 \ubbf8\ubbf8\ud558\uac8c \ub0ae\ucdb0, \uc218\uc18c \uc778\ud504\ub77c\uac00 \uc8fc\ub958\uac00 \ub418\uae30 \uc804\uae4c\uc9c0 \uc6b4\uc601\uc790\ub4e4\uc774 \uc784\uc2dc \uae30\ud6c4 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc90d\ub2c8\ub2e4.<br \/>\n*   \uc9c1\uc811\ud658\uc6d0\/\uc804\uae30\ub85c \ud3a0\ub9bf \uc0ac\uc6a9 \uc99d\uac00: DR \ub4f1\uae09 \ud3a0\ub9bf \uc18c\ube44\ub294 \uc5f0\ud3c9\uade0 5.36% \uc99d\uac00\ud558\uace0 \uc788\ub294\ub370, \uc774\ub294 DRI \uc6a9\uad11\ub85c\uac00 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubc0f \uc218\uc18c\ub97c \ud1b5\ud569\ud558\uc5ec \uc7a5\uae30\uc801\uc778 \ud0c8\ud0c4\uc18c\ud654 \uacbd\ub85c\ub97c \uc81c\uacf5\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc911\ub3d9 \ubc0f \ubd81\uc544\ud504\ub9ac\uce74(MENA) \uc9c0\uc5ed\uc740 \uc774\ubbf8 \uc804 \uc138\uacc4 DRI \uc0dd\uc0b0\ub7c9\uc758 45%\ub97c \ucc28\uc9c0\ud558\uba70, \uce90\ub098\ub2e4 ArcelorMittal\uc758 Dofasco \ud504\ub85c\uc81d\ud2b8\uc640 \uac19\uc740 \uc218\uc18c \uae30\ubc18 \uc6a9\uad11\ub85c\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc804 \uc138\uacc4 \ucca0\uad11\uc11d\uc758 4%\ub9cc\uc774 DR \ub4f1\uae09(\ucca0 \ud568\ub7c9 67% \uc774\uc0c1)\uc5d0 \ud574\ub2f9\ud558\uc5ec \uacf5\uae09 \ubd80\uc871\uc774 \ubc1c\uc0dd\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc800\ud0c4\uc18c \ucca0\uac15 \uc0dd\uc0b0\uc744 \uc704\ud55c \uc815\ubd80 \uc815\ucc45 \uc9c0\uc6d0: \uc815\ubd80 \uac1c\uc785\uc740 \ucca0\uad11\uc11d \ud3a0\ub9bf \uc0b0\uc5c5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc800\ud0c4\uc18c \ud22c\uc790 \uac00\uc18d\ud654\ub97c \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc5f0\ud569\uc740 2024\ub144 1\uc6d4 \ud0c4\uc18c\uad6d\uacbd\uc870\uc815\uc81c\ub3c4(CBAM)\ub97c \uc2dc\ud589\ud588\uc73c\uba70, \uc601\uad6d\ub3c4 2027\ub144\uc5d0 \uc774\ub97c \ub530\ub97c \uc608\uc815\uc73c\ub85c, \uc720\ub7fd \uacf5\uae09\ub9dd\uc73c\ub85c \uc720\uc785\ub418\ub294 \ud3a0\ub9bf\uc5d0 \ud0c4\uc18c \uac00\uaca9\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \ubd80\uacfc\ud558\uac8c \ub429\ub2c8\ub2e4. \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80\ub294 Cleveland-Cliffs\uc5d0 5\uc5b5 7,500\ub9cc \ub2ec\ub7ec\ub97c \uc9c0\uc6d0\ud558\uc5ec \uc218\uc18c \uae30\ubc18 DRI \uacf5\uc7a5 \uac74\uc124\uc744 \ucd94\uc9c4\ud558\uace0 \uc788\uc73c\uba70, \uc911\uad6d \ub610\ud55c 2025\ub144 1\uc6d4 \ucca0\uac15 \ubd80\ubb38 \uc628\uc2e4\uac00\uc2a4 \ud68c\uacc4 \uc9c0\uce68\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud3a0\ub9bf \uc18c\uacb0 \uae30\uc220 \ubc1c\uc804: \ud558\uc774\ube0c\ub9ac\ub4dc \ub610\ub294 \uc800\ud0c4\uc18c \uc18c\uacb0 \uc2dc\uc2a4\ud15c\uc740 \uc5f0\ub8cc \ube44\uc6a9 \ubc0f CO\u2082 \ubc30\ucd9c\ub7c9 \uc808\uac10\uc744 \ucd94\uad6c\ud558\ub294 \uc6b4\uc601\uc790\ub4e4 \uc0ac\uc774\uc5d0\uc11c \uc810\ucc28 \ud655\uc0b0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc911\uae30\uc801\uc778(2-4\ub144) \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc218\uc18c \uae30\ubc18 \uc9c1\uc811\ud658\uc6d0\ucca0 \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ud504\ub77c\uc778 \uc99d\uac00: \uc720\ub7fd\uacfc \uc911\ub3d9\uc5d0\uc11c \uc0c1\uc5c5\uc6a9 \uc218\uc18c \ud504\ub85c\uc81d\ud2b8\uac00 \uae09\uc99d\ud558\uba74\uc11c \uc7a5\uae30\uc801\uc778 \ud3a0\ub9bf \uc218\uc694\ub97c \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\uc6e8\ub374\uc758 H2 Green Steel \ubc0f \uc5d0\ubbf8\ub808\uc774\ud2b8 \uc2a4\ud2f8\uacfc Masdar\uc758 \ud30c\ud2b8\ub108\uc2ed\uacfc \uac19\uc740 \ud504\ub85c\uc81d\ud2b8\ub4e4\uc740 2027\ub144 \uc774\ud6c4 \ub300\uaddc\ubaa8 \uc218\uc18c DRI \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac00\ub3d9\ud560 \uc608\uc815\uc774\uba70, \uc774\ub294 \ucd08\uace0\ud488\uc704 \ud3a0\ub9bf\uc758 \ud544\uc694\uc131\uc744 \uc99d\ub300\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<\/p>\n<p>*   \ucca0\uad11\uc11d \uac00\uaca9 \ubcc0\ub3d9\uc131: \ud604\ubb3c \uac00\uaca9\uc740 \uc911\uad6d\uc758 \uac70\uc2dc \uc815\ucc45 \uc2e0\ud638\uc640 \uc0c8\ub85c\uc6b4 \uacf5\uae09\ub7c9 \uc99d\uac00\uc5d0 \ubbfc\uac10\ud558\uac8c \ubc18\uc751\ud569\ub2c8\ub2e4. Rio Tinto\uc758 Simandou \ud504\ub85c\uc81d\ud2b8\ub294 2025\ub144\ubd80\ud130 \uc5f0\uac04 1\uc5b5 2\ucc9c\ub9cc \ud1a4\uc758 \ud574\uc0c1 \uacf5\uae09\ub7c9\uc744 \ucd94\uac00\ud560 \uc608\uc815\uc774\uba70, \uc774\ub294 \ubca4\uce58\ub9c8\ud06c \ubbf8\ubd84\uad11 \uac00\uaca9\uc5d0 \ud558\ubc29 \uc555\ub825\uc744 \uac00\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uac00\uaca9 \ubcc0\ub3d9\uc740 \uc7a5\uae30 \uc624\ud504\ud14c\uc774\ud06c \uacc4\uc57d\uc774 \uc5c6\ub294 \uc18c\uaddc\ubaa8 \ud3a0\ub9bf \uc0dd\uc0b0\uc790\ub4e4\uc758 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud558\uba70, Cleveland-Cliffs\uc758 Stelco \uc778\uc218\uc640 \uac19\uc740 \ud569\ubcd1\uc744 \ucd09\ubc1c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc18c\uacb0 \uacf5\uc815\uc758 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc0f \uc774\uc0b0\ud654\ud0c4\uc18c \ubc1c\uc790\uad6d: \uae30\uc874\uc758 \uc2a4\ud2b8\ub808\uc774\ud2b8-\uadf8\ub808\uc774\ud2b8 \uc18c\uacb0 \ubc29\uc2dd\uc740 \ucc9c\uc5f0\uac00\uc2a4 \ub610\ub294 \ubd84\uc1c4 \uc11d\ud0c4\uc744 \uc0ac\uc6a9\ud558\ubbc0\ub85c, \ud3a0\ub9bf \uc0dd\uc0b0\uc740 \uae08\uc18d \uc0dd\uc0b0 \uccb4\uc778\uc5d0\uc11c \uac00\uc7a5 \uc5d0\ub108\uc9c0 \uc9d1\uc57d\uc801\uc778 \ub2e8\uacc4 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4. \ubbf8\uad6d \ud658\uacbd\ubcf4\ud638\uccad(EPA)\uc740 2024\ub144 3\uc6d4 \ud0c0\ucf54\ub098\uc774\ud2b8 \uacf5\uc7a5\uc5d0 \ub300\ud55c \uc720\ud574 \ub300\uae30 \uc624\uc5fc \ubb3c\uc9c8 \uc81c\ud55c\uc744 \uac15\ud654\ud558\uc5ec \uc5ec\ub7ec \ubbf8\ub124\uc18c\ud0c0 \uc0ac\uc5c5\uc7a5\uc5d0\uc11c \uac1c\uc870 \ube44\uc6a9\uc744 \ubc1c\uc0dd\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uace0\ud488\uc9c8 \uace0\ucca0\uacfc\uc758 \uacbd\uc7c1: 2050\ub144\uae4c\uc9c0 \uae08\uc18d \ud22c\uc785\ub7c9\uc758 \uc808\ubc18\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \uace0\ucca0\uc758 \ube44\uc911 \uc99d\uac00\ub294 \uc7a5\uae30\uc801\uc778 \ud3a0\ub9bf \ubb3c\ub7c9 \uc131\uc7a5\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uace0\uac15\ub3c4 \ub610\ub294 \uc800\ubd88\uc21c\ubb3c \uac15\ucca0\uc5d0\ub294 \uc5ec\uc804\ud788 \uace0\uae09 \ud3a0\ub9bf\uc774 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d:<\/p>\n<p>*   \ud3a0\ub9bf \uc720\ud615\ubcc4: \uc9c1\uc811\ud658\uc6d0 \ud3a0\ub9bf\uc774 \ud504\ub9ac\ubbf8\uc5c4 \uc218\uc694 \uc8fc\ub3c4<br \/>\n    2025\ub144 \uace0\ub85c\uc6a9 \ud3a0\ub9bf\uc740 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ubc0f \uc720\ub7fd \uc77c\ubd80 \uc9c0\uc5ed\uc758 \uace0\ub85c \ucca0\uac15 \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \ud798\uc785\uc5b4 \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 55.72%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc6b4\uc601\uc790\ub4e4\uc774 \ud0c4\uc18c \ube44\uc6a9 \uc99d\uac00\uc5d0 \uc9c1\uba74\ud558\uba74\uc11c \uc774 \ubd80\ubb38\uc758 \uc131\uc7a5\uc740 \uc804\uccb4 \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5\ubcf4\ub2e4 \ub290\ub9bd\ub2c8\ub2e4. \ubc18\uba74, \uc9c1\uc811\ud658\uc6d0\uc6a9 \ud3a0\ub9bf\uc740 \uc5f0\ud3c9\uade0 5.28%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, MENA \ubc0f \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c \uc218\uc18c \uae30\ubc18 \uc6a9\uad11\ub85c\uac00 \ud655\ub300\ub428\uc5d0 \ub530\ub77c \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \ud615\uc131\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. Vale\uc758 2\uc5b5 8,290\ub9cc \ub2ec\ub7ec \uaddc\ubaa8 \ub8e8\uc774\uc9c0\uc560\ub098 \ube0c\ub9ac\ucf13 \ud504\ub85c\uc81d\ud2b8\ub294 \uad11\uc0b0 \uae30\uc5c5\ub4e4\uc774 \uace0\ub9c8\uc9c4 \uc2dc\uc7a5\uc744 \ud3ec\ucc29\ud558\uae30 \uc704\ud574 DR \ub4f1\uae09 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \ub4f1\uae09\ubcc4: \ucd08\uace0\ud488\uc704 \ud3a0\ub9bf\uc774 \ud504\ub9ac\ubbf8\uc5c4 \uc131\uc7a5 \uc8fc\ub3c4<br \/>\n    \uc801\ucca0\uad11 \ud3a0\ub9bf\uc740 \ube0c\ub77c\uc9c8, \ud638\uc8fc, \ub0a8\uc544\ud504\ub9ac\uce74 \uc804\uc5ed\uc5d0 \ud48d\ubd80\ud55c \uc801\ucca0\uad11 \uad11\uc11d \ub355\ubd84\uc5d0 2025\ub144 59.68%\ub85c \uac00\uc7a5 \ud070 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uace0\ub85c \ubc0f DRI \ubaa8\ub4c8 \ubaa8\ub450\uc5d0\uc11c \ub9e5\uc11d \ubd80\ub2f4\uacfc \uc5d0\ub108\uc9c0 \uac15\ub3c4\ub97c \uc904\uc774\uae30 \uc704\ud574 \ucca0 \ud568\ub7c9 67% \uc774\uc0c1\uc758 \ucd08\uace0\ud488\uc704 \ud3a0\ub9bf\uc73c\ub85c \uc218\uc694\uac00 \uc810\ucc28 \uc774\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucd08\uace0\ud488\uc704 \uce74\ud14c\uace0\ub9ac\ub294 \uc5f0\ud3c9\uade0 5.39%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \uc804\uccb4 \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5 \uc131\uc7a5\ub960\uc744 \ub2a5\uac00\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. Kumba Iron Ore\uc758 112\uc5b5 \ub79c\ub4dc \uaddc\ubaa8 UHDMS \uc5c5\uadf8\ub808\uc774\ub4dc\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uad11\uc11d \ube44\uc911\uc744 18%\uc5d0\uc11c 55%\ub85c \ub192\uc77c \uc608\uc815\uc774\uba70, \uc774\ub294 \uace0\ud488\uc704 \uc0dd\uc0b0\uc758 \uc804\ub7b5\uc801 \uac00\uce58\ub97c \uac15\uc870\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ucca0\uac15 \uc0dd\uc0b0\uc774 \uc9c0\ubc30\ub825 \uc720\uc9c0<br \/>\n    \ucca0\uac15 \uc81c\uc870\uc5c5\uccb4\ub294 2025\ub144 \uc804\uccb4 \ud3a0\ub9bf\uc758 66.74%\ub97c \uc18c\ube44\ud588\uc73c\uba70, \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc778\ud504\ub77c, \uc790\ub3d9\ucc28, \uc5d0\ub108\uc9c0 \uc804\ud658 \ud504\ub85c\uc81d\ud2b8\uac00 \uc9c4\ud589\ub428\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.44%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uace0\uac1d \uae30\ubc18\uc744 \uc720\uc9c0\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9d1\uc911\uc740 \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5 \uaddc\ubaa8\uac00 \uc870\uac15 \uc0dd\uc0b0\ub7c9 \ubc0f \uc9c0\uc5ed\ubcc4 \uc0dd\uc0b0 \ub2a5\ub825 \uc8fc\uae30\uc640 \ubc00\uc811\ud558\uac8c \uc5f0\uad00\ub418\uc5b4 \uc788\uc74c\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc8fc\uc870 \uacf5\uc7a5\uc740 \ub354 \uc791\uc9c0\ub9cc \uc548\uc815\uc801\uc778 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uba70, \uc815\ubc00 \uc8fc\uc870\ub97c \uc704\ud574 \uc881\uc740 \ud3a0\ub9bf \ud06c\uae30 \ubd84\ud3ec\uc640 \ub0ae\uc740 \uc2e4\ub9ac\uce74 \ud568\ub7c9\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220\ubcc4: \ud558\uc774\ube0c\ub9ac\ub4dc \uc2dc\uc2a4\ud15c\uc774 \ud601\uc2e0 \ucc44\ud0dd \uc8fc\ub3c4<br \/>\n    \uc2a4\ud2b8\ub808\uc774\ud2b8-\uadf8\ub808\uc774\ud2b8 \ub77c\uc778\uc740 \uc804 \uc138\uacc4 \uae30\uc874 \uc2dc\uc124\uc758 \uc8fc\ub958\ub97c \uc774\ub8e8\uba70 2025\ub144 53.12%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \ud558\uc774\ube0c\ub9ac\ub4dc \ub610\ub294 \uc800\ud0c4\uc18c \uc18c\uacb0 \uae30\uc220\uc740 \uaddc\uc81c \ud06c\ub808\ub527 \ubc0f \ub0ae\uc740 \uc5f0\ub8cc \uac15\ub3c4\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 5.73%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. DR \ub4f1\uae09 \ud3a0\ub9bf\uc5d0 \ub110\ub9ac \uc0ac\uc6a9\ub418\ub294 \uadf8\ub808\uc774\ud2b8-\ud0ac\ub978 \uae30\uc220\uc740 \uc6b0\uc218\ud55c \uc57c\uae08 \uc81c\uc5b4 \ub2a5\ub825\uc73c\ub85c \uc778\ud574 \ube0c\ub77c\uc9c8\uacfc \uc778\ub3c4\uc5d0\uc11c \uacc4\uc18d \uc5c5\uadf8\ub808\uc774\ub4dc\ub97c \uc9c4\ud589\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Tata Steel Nederland\uc758 \ud30c\uc77c\ub7ff \ud3a0\ub9bf \ud3ec\ud2b8 \ud14c\uc2a4\ud2b8 \uc2dc\uc124\uc740 \uc800\ud0c4\uc18c \ud50c\ub7ed\uc2a4 \ucd94\uac00 \ubc0f \uc18c\uc131 \ubc29\uc2dd\uc758 \uc2e0\uc18d\ud55c \ud504\ub85c\ud1a0\ud0c0\uc774\ud551\uc744 \uac00\ub2a5\ud558\uac8c \ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d:<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \uc804 \uc138\uacc4 \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 50.96%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\uad6d\uc758 \ubc29\ub300\ud55c \uace0\ub85c \uc0dd\uc0b0 \ub2a5\ub825\uacfc \uc778\ub3c4\uc758 \ub450 \uc790\ub9bf\uc218 \ud3a0\ub9bf \uc0dd\uc0b0\ub7c9 \uc99d\uac00\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc758 \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc9c0\uc18d\uc801\uc778 \uc0b0\uc5c5\ud654 \ubc0f \uc778\ud504\ub77c \uac1c\ubc1c\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 5.63% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uc131\uc219\ud588\uc9c0\ub9cc \uc804\ub7b5\uc801\uc73c\ub85c \uc911\uc694\ud55c \uc2dc\uc7a5\uc73c\ub85c, \uc218\uc9c1 \ud1b5\ud569\uacfc \uc800\ud0c4\uc18c \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c\uac00 \uc2dc\uc7a5 \uc9c4\ud654\ub97c \ud615\uc131\ud569\ub2c8\ub2e4. Cleveland-Cliffs\ub294 5\uac1c\uc758 \ud65c\uc131 \uad11\uc0b0\uacfc 2,800\ub9cc \ub871\ud1a4\uc758 \ud3a0\ub9bf \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc73c\uba70, \uc5f0\ubc29 \uc815\ubd80\uc758 \uc218\uc18c \uae30\ubc18 DRI \uacf5\uc7a5 \uc9c0\uc6d0\uae08\uc740 \ubbf8\ub798 DR \ub4f1\uae09 \ud3a0\ub9bf \uc218\uc694\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ud0c8\ud0c4\uc18c\ud654 \uc758\ubb34\uac00 \ud3a0\ub9bf \uc2dc\uc7a5\uc744 \uc815\uc758\ud569\ub2c8\ub2e4. LKAB\uc758 \ud3a0\ub9bf\uc5d0\uc11c \ud0c4\uc18c \uc5c6\ub294 \uc2a4\ud380\uc9c0 \ucca0\ub85c\uc758 \uc804\ud658 \uc2b9\uc778\uc740 \uace0\ubd80\uac00\uac00\uce58, \uc800\ud0c4\uc18c \uc81c\ud488\uc73c\ub85c\uc758 \uc804\ub7b5\uc801 \uc804\ud658\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. EU CBAM\uc740 \uc218\uc785\uc5c5\uccb4\uc5d0\uac8c \ud0c4\uc18c \ube44\uc6a9\uc744 \ub0b4\uc7ac\ud654\ud558\ub3c4\ub85d \uac15\uc81c\ud558\uba70, \uc774\ub294 \ub0ae\uc740 \uc0c1\ub958 \ubc30\ucd9c\ub7c9\uc744 \uac00\uc9c4 \ud604\uc9c0 DR \ub4f1\uae09 \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8: \uc218\ucd9c \uc9c0\ud5a5\uc801\uc778 \uacf5\uae09\uc5c5\uccb4\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. Vale\uc758 Caraj\u00e1s \ub2e8\uc9c0\ub294 2024\ub144 3\uc5b5 1\ucc9c\ub9cc~3\uc5b5 2\ucc9c\ub9cc \ud1a4\uc758 \ucca0\uad11\uc11d \uc0dd\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, 2030\ub144\uae4c\uc9c0 \uc0dd\uc0b0\ub7c9\uc744 13% \ub298\ub9ac\uae30 \uc704\ud55c 120\uc5b5 \ub2ec\ub7ec \ud22c\uc790 \ud504\ub85c\uadf8\ub7a8\uc744 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \ud48d\ubd80\ud55c \ucc9c\uc5f0\uac00\uc2a4\ub97c \ud65c\uc6a9\ud558\uc5ec \uae00\ub85c\ubc8c DRI \ud5c8\ube0c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d0\ubbf8\ub808\uc774\ud2b8 \uc2a4\ud2f8, \uce74\ud0c0\ub974 \uc2a4\ud2f8, \uc54c\uc81c\ub9ac \uce74\ud0c0\ub974 \uc2a4\ud2f8\uc740 \uac01\uac01 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc640 UAE\ub294 \ube14\ub8e8 \ubc0f \uadf8\ub9b0 \uc218\uc18c DRI \ud504\ub85c\uc81d\ud2b8\ub97c \ubaa8\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<\/p>\n<p>\ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud30c\ud3b8\ud654\ub41c \uc2dc\uc7a5\uc73c\ub85c, \ub300\uaddc\ubaa8 \ud1b5\ud569 \uad11\uc0b0 \uae30\uc5c5\ub4e4\uc774 \ud504\ub9ac\ubbf8\uc5c4 \uad11\uc11d \ub9e4\uc7a5\uc9c0\uc640 \uc790\uccb4 \ud3a0\ub9bf \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud1b5\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Vale\ub294 2024\ub144 3\uc5b5 1\ucc9c\ub9cc~3\uc5b5 2\ucc9c\ub9cc \ud1a4\uc758 \ucca0\uad11\uc11d \uc0dd\uc0b0\ub7c9\uc744 \uae30\ub85d\ud588\uc73c\uba70, Caraj\u00e1s \ubcd1\ubaa9 \ud604\uc0c1 \uc81c\uac70\ub97c \uc704\ud574 120\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud558\uc5ec \ucd5c\ub300 \ud3a0\ub9bf \uacf5\uae09\uc5c5\uccb4\ub85c\uc11c\uc758 \uc9c0\uc704\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Cleveland-Cliffs\ub294 5\uac1c\uc758 \uad11\uc0b0\uc744 \ud1b5\ud574 \ubd81\ubbf8 \ud3a0\ub9bf \uc2dc\uc7a5\uc5d0\uc11c \uc0c1\ub2f9\ud55c \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub7b5\uc801 \uc778\uc218\ud569\ubcd1\uc740 \uae30\uc5c5\ub4e4\uc774 \ub4f1\uae09 \ubcf4\uc548 \ubc0f \uc9c0\ub9ac\uc801 \ub3c4\ub2ec \ubc94\uc704\ub97c \ucd94\uad6c\ud568\uc5d0 \ub530\ub77c \uc2dc\uc7a5 \uad6c\uc870\ub97c \uacc4\uc18d \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Anglo American\uc740 2024\ub144 Minas-Rio\uc5d0\uc11c \uc218\uc2ed\uc5b5 \ud1a4\uc758 \ub9e4\uc7a5\ub7c9\uc744 \ud655\ubcf4\ud558\uc5ec DR \ub4f1\uae09 \ud3a0\ub9bf \ud504\ub85c\uc81d\ud2b8\ub97c \uc704\ud55c \uc7a5\uae30 \uc6d0\ub8cc\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uae30\uc220 \ucc28\ubcc4\ud654 \ub610\ud55c \uacbd\uc7c1\uc758 \uc7a5\uc785\ub2c8\ub2e4. PyroGenesis\ub294 \uc18c\uacb0 \uacf5\uc815\uc5d0\uc11c \ucc9c\uc5f0\uac00\uc2a4 \uc0ac\uc6a9\ub7c9\uc744 \ub300\ud3ed \uc904\uc774\ub294 \ud50c\ub77c\uc988\ub9c8 \ud1a0\uce58 \uc194\ub8e8\uc158\uc744, Primetals\ub294 \ud3a0\ub9bf\uc744 \uc644\uc804\ud788 \uc6b0\ud68c\ud560 \uc218 \uc788\ub294 \uc218\uc18c \ud658\uc6d0 \uae30\uc220\uc744 \uc120\ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\ud488\uc704 \uad11\uc11d \uc811\uadfc\uc131\uacfc \uc785\uc99d\ub41c \ud0c8\ud0c4\uc18c\ud654 \ub85c\ub4dc\ub9f5\uc744 \uacb0\ud569\ud55c \uae30\uc5c5\ub4e4\ub85c \uc2dc\uc7a5 \uc9c0\ubc30\ub825\uc774 \ud5a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<\/p>\n<p>*   2024\ub144*   2024\ub144\uc5d0\ub294 \uc800\ud0c4\uc18c \ucca0\uac15 \uc0dd\uc0b0\uc744 \uc704\ud55c \uc218\uc694 \uc99d\uac00\ub85c \uace0\ud488\uc704 \ucca0\uad11\uc11d \ud3a0\ub9bf\uc5d0 \ub300\ud55c \ud504\ub9ac\ubbf8\uc5c4\uc774 \ub354\uc6b1 \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc218\uc18c\ud658\uc6d0\uc81c\ucca0(H-DRI) \uae30\uc220\uc758 \uc0c1\uc5c5\ud654\uac00 \uac00\uc18d\ud654\ub418\uba74\uc11c, \uc774\uc5d0 \uc801\ud569\ud55c \uace0\ud488\uc704 \ud3a0\ub9bf\uc758 \uc911\uc694\uc131\uc774 \ubd80\uac01\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uc694 \ucca0\uac15 \uc0dd\uc0b0\uad6d\ub4e4\uc740 \ud0c4\uc18c \ubc30\ucd9c\ub7c9 \uac10\ucd95 \ubaa9\ud45c \ub2ec\uc131\uc744 \uc704\ud574 \uae30\uc874\uc758 \uace0\ub85c-\uc804\ub85c \uacf5\uc815\uc5d0\uc11c \ubc97\uc5b4\ub098 DRI-EAF \uacbd\ub85c\ub85c\uc758 \uc804\ud658\uc744 \uc801\uadf9\uc801\uc73c\ub85c \ubaa8\uc0c9\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ud3a0\ub9bf \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \ubcc0\ud654\ub97c \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud658\uacbd \uaddc\uc81c \uac15\ud654\uc640 \ud22c\uc790\uc790\ub4e4\uc758 ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uc694\uad6c \uc99d\uac00\ub294 \uae30\uc5c5\ub4e4\ub85c \ud558\uc5ec\uae08 \ud0c8\ud0c4\uc18c\ud654 \ub85c\ub4dc\ub9f5\uc744 \ub354\uc6b1 \uad6c\uccb4\ud654\ud558\uace0, \uce5c\ud658\uacbd \uae30\uc220 \uac1c\ubc1c \ubc0f \ub3c4\uc785\uc5d0 \ubc15\ucc28\ub97c \uac00\ud558\ub3c4\ub85d \uc555\ub825\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uacf5\uae09\ub9dd \uc548\uc815\uc131 \ud655\ubcf4\ub97c \uc704\ud55c \ub178\ub825\ub3c4 \uc9c0\uc18d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uacfc \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131 \uc99d\uac00\ub85c \uc778\ud574 \uae30\uc5c5\ub4e4\uc740 \ud2b9\uc815 \uc9c0\uc5ed\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uc904\uc774\uace0, \ub2e4\uc591\ud55c \uacf5\uae09\uc6d0\uc744 \ud655\ubcf4\ud558\ub824\ub294 \uc804\ub7b5\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220 \ud601\uc2e0 \uce21\uba74\uc5d0\uc11c\ub294, \uae30\uc874 \uc18c\uacb0 \uacf5\uc815\uc758 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc744 \ub192\uc774\uace0 \ud0c4\uc18c \ubc30\ucd9c\uc744 \uc904\uc774\ub294 \ud50c\ub77c\uc988\ub9c8 \uae30\uc220\uacfc \ub354\ubd88\uc5b4, \ud3a0\ub9bf \uc790\uccb4\ub97c \uc6b0\ud68c\ud558\uc5ec \uc9c1\uc811 \ud658\uc6d0\ucca0(DRI)\uc744 \uc0dd\uc0b0\ud558\ub294 \uc0c8\ub85c\uc6b4 \uacf5\uc815 \uae30\uc220 \uac1c\ubc1c\uc774 \ud65c\ubc1c\ud788 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220\ub4e4\uc740 \uc7a5\uae30\uc801\uc73c\ub85c \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5\uc758 \uc0dd\uc0b0 \ubc29\uc2dd\uacfc \uac00\uce58 \uc0ac\uc2ac\uc5d0 \uadfc\ubcf8\uc801\uc778 \ubcc0\ud654\ub97c \uac00\uc838\uc62c \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc885\ud569\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c \uac00\uc815, \uc2dc\uc7a5 \uc815\uc758 \ubc0f \uc5f0\uad6c \ubc94\uc704\ub97c \ud3ec\ud568\ud558\uba70, \ucca0\uc800\ud55c \uc5f0\uad6c \ubc29\ubc95\ub860\uc744 \uae30\ubc18\uc73c\ub85c \uc2dc\uc7a5 \uac1c\uc694, \ub3d9\uc778, \uc81c\uc57d, \uac00\uce58 \uc0ac\uc2ac \ubc0f \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694\uc5d0 \ub530\ub974\uba74, \uae00\ub85c\ubc8c \ucca0\uad11\uc11d \ud3a0\ub9bf \uc2dc\uc7a5\uc740 2026\ub144 662.1\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ud3c9\uac00\ub418\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.83%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \uace0\ub85c \uc81c\uac15\uc758 \uc218\uc694 \uc99d\uac00, \uc9c1\uc811\ud658\uc6d0\ucca0(DR) \ubc0f \uc804\uae30\ub85c(EAF) \ud3a0\ub9bf \uc0ac\uc6a9 \ud655\ub300, \uc800\ud0c4\uc18c \ucca0\uac15 \uc0dd\uc0b0\uc744 \uc704\ud55c \uc815\ubd80 \uc815\ucc45 \uc9c0\uc6d0, \ud3a0\ub9bf \uc18c\uacb0 \uae30\uc220 \ubc1c\uc804, \uadf8\ub9ac\uace0 \uc218\uc18c \uae30\ubc18 \uc9c1\uc811\ud658\uc6d0\ucca0 \ud504\ub85c\uc81d\ud2b8 \ud30c\uc774\ud504\ub77c\uc778 \uc99d\uac00 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, EU CBAM(\ud0c4\uc18c\uad6d\uacbd\uc870\uc815\uc81c\ub3c4) \ubc0f \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80(DOE)\uc758 \ud0c8\ud0c4\uc18c\ud654 \ubcf4\uc870\uae08\uacfc \uac19\uc740 \ud0c4\uc18c \uac00\uaca9 \ucc45\uc815 \uc81c\ub3c4\ub294 \uc800\ud0c4\uc18c \uc18c\uacb0 \ubc0f DR \ub4f1\uae09 \uc0dd\uc0b0 \ub2a5\ub825 \ud22c\uc790\uc5d0 \uc778\uc13c\ud2f0\ube0c\ub97c \uc81c\uacf5\ud558\uba70 \uc0dd\uc0b0\uc790\ub4e4\uc5d0\uac8c \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \ucca0\uad11\uc11d \uac00\uaca9 \ubcc0\ub3d9\uc131, \uc18c\uacb0 \uacf5\uc815\uc758 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc0f \uc774\uc0b0\ud654\ud0c4\uc18c \ubc30\ucd9c\ub7c9, \uace0\ud488\uc9c8 \uc2a4\ud06c\ub7a9\uacfc\uc758 \uacbd\uc7c1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ud3a0\ub9bf \uc720\ud615(\uace0\ub85c \ud3a0\ub9bf, \uc9c1\uc811\ud658\uc6d0\ucca0 \ud3a0\ub9bf, \ud50c\ub7ed\uc2a4 \ud3a0\ub9bf \ub4f1), \ub4f1\uae09(\uc801\ucca0\uad11, \uc790\ucca0\uad11, \ucca0 \ud568\ub7c9 67% \uc774\uc0c1\uc758 \ucd08\uace0\ub4f1\uae09 \ud3a0\ub9bf), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\ucca0\uac15 \uc0dd\uc0b0, \uc8fc\uc870, \uc2dc\uba58\ud2b8 \ubc0f \ub0b4\ud654\ubb3c \ub4f1), \uae30\uc220(\uc2a4\ud2b8\ub808\uc774\ud2b8-\uadf8\ub808\uc774\ud2b8, \uadf8\ub808\uc774\ud2b8-\ud0ac\ub978, \uc6d0\ud615 \ud3a0\ub9bf\ud654 \uc2dc\uc2a4\ud15c, \ud558\uc774\ube0c\ub9ac\ub4dc\/\uc800\ud0c4\uc18c \uc18c\uacb0 \ub4f1) \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\ud788, \uc9c1\uc811\ud658\uc6d0\ucca0(DR) \ud3a0\ub9bf\uc740 \uc218\uc18c \uae30\ubc18 DRI \uc124\ube44 \uc99d\uc124\uc5d0 \ud798\uc785\uc5b4 5.28%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ucca0 \ud568\ub7c9 67% \uc774\uc0c1\uc758 \ucd08\uace0\ub4f1\uae09 \ud3a0\ub9bf\uc740 \ucca0\uac15 \ud1a4\ub2f9 \uc5d0\ub108\uc9c0 \uc18c\ube44 \ubc0f CO2 \ubc30\ucd9c\ub7c9\uc744 \uc904\uc5ec \uce5c\ud658\uacbd \ucca0\uac15 \uc774\ub2c8\uc154\ud2f0\ube0c\uc758 \ud575\uc2ec \uc6d0\ub8cc\ub85c \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220 \uce21\uba74\uc5d0\uc11c\ub294 \ud50c\ub77c\uc988\ub9c8 \ud1a0\uce58 \ub610\ub294 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\ub97c \uc0ac\uc6a9\ud558\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc\/\uc800\ud0c4\uc18c \uc18c\uacb0 \uc2dc\uc2a4\ud15c\uc774 5.73%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc911\uad6d\uacfc \uc778\ub3c4\uc758 \ucca0\uac15 \uc0b0\uc5c5\uc5d0 \ud798\uc785\uc5b4 \uc804 \uc138\uacc4 \uc18c\ube44\ub7c9\uc758 50.96%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704 \ubd84\uc11d, \uadf8\ub9ac\uace0 Anglo American Kumba Iron Ore, ArcelorMittal, Vale S.A. \ub4f1 \uc8fc\uc694 \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c \ubc0f \uc804\ub9dd\uc73c\ub85c\ub294 \ubc30\ucd9c\ub7c9 \uc800\uac10\uc744 \uc704\ud55c \uace0\ub4f1\uae09 \ud3a0\ub9bf \uc218\uc694 \uc99d\uac00\uc640 \ubbf8\ucda9\uc871 \uc218\uc694 \ud3c9\uac00 \ub4f1\uc774 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