{"id":46666,"date":"2026-02-19T10:06:05","date_gmt":"2026-02-19T10:06:05","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/lithium-ion-battery-recycling-market-mordor\/"},"modified":"2026-09-25T20:54:59","modified_gmt":"2026-09-25T11:54:59","slug":"lithium-ion-battery-recycling-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/lithium-ion-battery-recycling-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \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\/lithium-ion-battery-recycling-market-1753105213981-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\/lithium-ion-battery-recycling-market-size-image-1769529268642.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 \uac00\uc18d\ud654\ub418\ub294 EV \ubc30\ud130\ub9ac \ud3d0\uae30 \ubb3c\uacb0<\/li>\n<li class=\"toc-level-3\">4.2.2 \uac15\ud654\ub418\ub294 \uae00\ub85c\ubc8c EPR &amp; EU \ubc30\ud130\ub9ac \uaddc\uc81c \uc758\ubb34<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc6d0\uc790\uc7ac \uac00\uaca9 \uc778\uc0c1\uc73c\ub85c \uc778\ud55c \ud3d0\uc1c4 \ub8e8\ud504 \uacf5\uae09\ub9dd \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.4 \ucc28\uc138\ub300 \uc2b5\uc2dd \ubc0f \uc9c1\uc811 \uc7ac\ud65c\uc6a9\uc744 \ud1b5\ud55c \ud68d\uae30\uc801\uc778 \uc218\uc728<\/li>\n<li class=\"toc-level-3\">4.2.5 \ud574\uccb4 \ube44\uc6a9\uc744 \uc904\uc774\ub294 OEM\uc758 \uc7ac\ud65c\uc6a9 \uc124\uacc4 \ubc30\ud130\ub9ac \ud329<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc561\uc0c1 &#8220;\ube14\ub799 \ub9e4\uc2a4&#8221; \ud604\ubb3c \uc2dc\uc7a5\uc758 \ucd9c\ud604<\/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 \ubd88\uc548\uc815\ud55c \uae08\uc18d \uac00\uaca9 \ubc0f \ub192\uc740 \uc5ed\ubb3c\ub958 \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.2 \uace0\uc804\uc555 \uc218\uac70 \uc2dc \uc548\uc804 \ubc0f \uc704\ud5d8 \ubb3c\uc9c8 \uaddc\uc815 \uc900\uc218<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc9c0\uc5ed\ubcc4 \uacfc\uc789 \uc0dd\uc0b0 \ub2a5\ub825\uc73c\ub85c \uc778\ud55c \uc6d0\ub8cc \ubd80\uc871 \uc704\ud5d8<\/li>\n<li class=\"toc-level-3\">4.3.4 LFP \ud654\ud559 \ubb3c\uc9c8\uc758 \ub0ae\uc740 \ubcf8\uc9c8\uc801 \uac00\uce58<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc218\uba85 \uc885\ub8cc \ucd9c\ucc98\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc790\ub3d9\ucc28 \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.1.2 \uac00\uc804\uc81c\ud488 \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc0b0\uc5c5\uc6a9 \ubc0f ESS \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc81c\uc870 \uc2a4\ud06c\ub7a9<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ubc30\ud130\ub9ac \ud654\ud559\ubb3c\uc9c8\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ub9ac\ud2ac \ucf54\ubc1c\ud2b8 \uc0b0\ud654\ubb3c (LCO)<\/li>\n<li class=\"toc-level-3\">5.2.2 \ub9ac\ud2ac \uc778\uc0b0\ucca0 (LFP)<\/li>\n<li class=\"toc-level-3\">5.2.3 \ub9ac\ud2ac \ub2c8\ucf08 \ub9dd\uac04 \ucf54\ubc1c\ud2b8 (NMC)<\/li>\n<li class=\"toc-level-3\">5.2.4 \ub9ac\ud2ac \ub2c8\ucf08 \ucf54\ubc1c\ud2b8 \uc54c\ub8e8\ubbf8\ub284 (NCA)<\/li>\n<li class=\"toc-level-3\">5.2.5 \ub9ac\ud2ac \ub9dd\uac04 \uc0b0\ud654\ubb3c (LMO)<\/li>\n<li class=\"toc-level-3\">5.2.6 \ub9ac\ud2ac \ud2f0\ud0c4\uc0b0\uc5fc (LTO)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc7ac\ud65c\uc6a9 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc2b5\uc2dd \uc57c\uae08<\/li>\n<li class=\"toc-level-3\">5.3.2 \uac74\uc2dd \uc57c\uae08<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc9c1\uc811\/\uae30\uacc4\uc801<\/li>\n<li class=\"toc-level-3\">5.3.4 \ud558\uc774\ube0c\ub9ac\ub4dc \ubc0f \uc2e0\ud765 (\uc0dd\ubb3c\/\uc804\uae30\ud654\ud559)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uacf5\uc815 \ub2e8\uacc4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc218\uc9d1 \ubc0f \ubb3c\ub958<\/li>\n<li class=\"toc-level-3\">5.4.2 \ud574\uccb4 \ubc0f \ubc29\uc804<\/li>\n<li class=\"toc-level-3\">5.4.3 \uae30\uacc4\uc801 \ud30c\uc1c4\/\ubd84\ub958<\/li>\n<li class=\"toc-level-3\">5.4.4 \ube14\ub799\ub9e4\uc2a4 \uc0dd\uc0b0<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc7ac\ub8cc \uc815\uc81c \ubc0f \ud68c\uc218<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ud68c\uc218 \uc7ac\ub8cc \uc801\uc6a9 \ubd84\uc57c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uc591\uadf9 \ud65c\ubb3c\uc9c8<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc74c\uadf9\/\ud751\uc5f0<\/li>\n<li class=\"toc-level-3\">5.5.3 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub9ac\ud2ac \ud654\ud569\ubb3c<\/li>\n<li class=\"toc-level-3\">5.5.4 \ucf54\ubc1c\ud2b8 \ubc0f \ub2c8\ucf08 \uc5fc<\/li>\n<li class=\"toc-level-3\">5.5.5 \ub9dd\uac04<\/li>\n<li class=\"toc-level-3\">5.5.6 \uae30\ud0c0 (Cu, Al)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.6.2 \ud574\uc591<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc804\ub825 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5<\/li>\n<li class=\"toc-level-3\">5.6.4 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.6.5 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.7 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.7.1 \ubd81\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.7.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.7.1.3 \uba55\uc2dc\ucf54<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.7.2 \uc720\ub7fd\n<ul>\n<li class=\"toc-level-4\">5.7.2.1 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.2.2 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.7.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.7.2.4 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.7.2.5 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.7.2.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.7.2.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.7.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.7.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.7.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.7.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.7.3.6 \ud638\uc8fc \ubc0f \ub274\uc9c8\ub79c\ub4dc<\/li>\n<li class=\"toc-level-4\">5.7.3.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.7.4 \ub0a8\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.7.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.7.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.7.4.3 \ucf5c\ub86c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.7.4.4 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.7.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.7.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.7.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.7.5.3 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.7.5.4 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.7.5.5 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/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 Umicore SA<\/li>\n<li class=\"toc-level-3\">6.4.2 Glencore PLC<\/li>\n<li class=\"toc-level-3\">6.4.3 Brunp Recycling (CATL)<\/li>\n<li class=\"toc-level-3\">6.4.4 GEM Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 Li-Cycle Holdings Corp.<\/li>\n<li class=\"toc-level-3\">6.4.6 Redwood Materials Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 Ascend Elements (Battery Resources)<\/li>\n<li class=\"toc-level-3\">6.4.8 Ecobat<\/li>\n<li class=\"toc-level-3\">6.4.9 American Battery Technology Co. (ABTC)<\/li>\n<li class=\"toc-level-3\">6.4.10 RecycLiCo Battery Materials<\/li>\n<li class=\"toc-level-3\">6.4.11 Retriev Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 Cirba Solutions<\/li>\n<li class=\"toc-level-3\">6.4.13 Duesenfeld GmbH<\/li>\n<li class=\"toc-level-3\">6.4.14 TES-AMM Pte Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Recupyl SAS<\/li>\n<li class=\"toc-level-3\">6.4.16 Raw Materials Company Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Glencore-Li-Cycle Portovesme JV<\/li>\n<li class=\"toc-level-3\">6.4.18 Ganfeng Lithium Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Eramet-Suez JV (Recyclage Batteries)<\/li>\n<li class=\"toc-level-3\">6.4.20 InoBat-Minerals JV<\/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>\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p># \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc740 2026\ub144 50\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 147\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 23.87%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c, \ubd81\ubbf8\uac00 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc73c\ub85c\ubd80\ud130 \uc2a4\uc2a4\ub85c\ub97c \ubcf4\ud638\ud558\uae30 \uc704\ud574 \ud3d0\uc1c4 \ub8e8\ud504 \uacf5\uae09\ub9dd\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc720\ub7fd\uc5f0\ud569, \uc911\uad6d, \ubbf8\uad6d\uc758 \uaddc\uc81c \uc758\ubb34\ub294 \uc7ac\ud65c\uc6a9\uc744 \uc9c0\uc18d\uac00\ub2a5\uc131 \ubd80\uac00 \uc694\uc18c\uac00 \uc544\ub2cc \ud310\ub9e4 \ube44\uc6a9 \ud56d\ubaa9\uc73c\ub85c \uc804\ud658\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud655\uc7a5 \uc0dd\uc0b0\uc790 \ucc45\uc784(EPR) \uaddc\uc815, \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \uad6d\ub0b4 \ucf58\ud150\uce20 \uae30\uc900, \ube14\ub799 \ub9e4\uc2a4 \ud604\ubb3c \uc2dc\uc7a5\uc758 \ubd80\uc0c1\uc740 \ub9ac\ud2ac \ubc0f \ucf54\ubc1c\ud2b8 \ud68c\uc218\uc728\uc744 \uadf9\ub300\ud654\ud558\uace0 \uc5d0\ub108\uc9c0 \uc9d1\uc57d\ub3c4\ub97c \ub0ae\ucd94\ub294 \uc2b5\uc2dd \uc57c\uae08 \ubc0f \uc9c1\uc811 \uc7ac\ud65c\uc6a9 \uacf5\uc815\uc73c\ub85c \uc790\ubcf8\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud604\uc7ac CATL \ubc0f BYD\uc640 \uac19\uc740 \uc218\uc9c1 \ud1b5\ud569 \uae30\uc5c5 \ub355\ubd84\uc5d0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \ucc98\ub9ac\ub7c9\uc5d0\uc11c \uc6b0\uc704\ub97c \uc810\ud558\uace0 \uc788\uc9c0\ub9cc, \ubd81\ubbf8\ub294 IRA \uc138\uc561 \uacf5\uc81c \ubc0f \uc5d0\ub108\uc9c0\ubd80 \ub300\ucd9c \ubcf4\uc99d\uc5d0 \ud798\uc785\uc5b4 \uac00\uc7a5 \ube60\ub974\uac8c \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacf5\uae09 \uce21\uba74\uc758 \ud30c\ud3b8\ud654\ub294 \uc5ec\uc804\ud788 \uc874\uc7ac\ud558\uc5ec \uc9c4\uc785 \uc7a5\ubcbd\uc740 \ub0ae\uc9c0\ub9cc, \ud0c4\uc0b0\ub9ac\ud2ac \uac00\uaca9\uc774 \ud558\ub77d\ud560 \ub54c\ub9c8\ub2e4 \ub9c8\uc9c4\uc5d0 \uc555\ubc15\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \ud3d0\uae30\uc6d0\ucc9c\ubcc4: 2025\ub144 \uae30\uc900 \uc790\ub3d9\ucc28 \ubc30\ud130\ub9ac\uac00 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 63.8%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 25.3%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud130\ub9ac \ud654\ud559\ubb3c\uc9c8\ubcc4: NMC \uc81c\ud488\uc774 2025\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 50.1%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, LFP\ub294 26.8%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc7ac\ud65c\uc6a9 \uae30\uc220\ubcc4: \uc2b5\uc2dd \uc57c\uae08\ubc95\uc774 2025\ub144 \ub9e4\ucd9c\uc758 54.7%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc9c1\uc811\/\uae30\uacc4\uc801 \ubc29\ubc95\uc740 2031\ub144\uae4c\uc9c0 28.7%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uacf5\uc815 \ub2e8\uacc4\ubcc4: \uae30\uacc4\uc801 \ud30c\uc1c4\/\ubd84\ub958\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 33.5%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ube14\ub799 \ub9e4\uc2a4 \uc0dd\uc0b0\uc774 2031\ub144\uae4c\uc9c0 26.2%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR \uc131\uc7a5\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud68c\uc218 \uc7ac\ub8cc\uc758 \uc751\uc6a9 \ubd84\uc57c\ubcc4: \ubc30\ud130\ub9ac \ub4f1\uae09 \ub9ac\ud2ac \ud654\ud569\ubb3c\uc774 2025\ub144 \uc751\uc6a9 \uac00\uce58\uc758 40.4%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc591\uadf9 \ud65c\ubb3c\uc9c8 \ubd80\ubb38\uc740 24.9%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc790\ub3d9\ucc28 \ubd80\ubb38\uc774 2025\ub144 \ub9e4\ucd9c\uc758 68.3%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc804\ub825 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 27.5%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\ub9ac\uc801\uc73c\ub85c: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 44.6%\ub85c \uc120\ub450\ub97c \ub2ec\ub838\uc9c0\ub9cc, \ubd81\ubbf8\ub294 2031\ub144\uae4c\uc9c0 27.1%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p># \uae00\ub85c\ubc8c \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>\uc131\uc7a5 \ub3d9\uc778:<\/p>\n<p>*   EV \ubc30\ud130\ub9ac \ud3d0\uae30\ub7c9 \uc99d\uac00: 2015-2018\ub144 \ud310\ub9e4\ub41c \ucd08\uae30 \ub300\ub7c9 \uc2dc\uc7a5 EV\uac00 2024-2025\ub144\uc5d0 \ubcf4\uc99d \uae30\uac04 \ub9cc\ub8cc\uc5d0 \ub3c4\ub2ec\ud558\uba74\uc11c \uc57d 28\ub9cc \ud1a4\uc758 \ubc30\ud130\ub9ac \ud329\uc774 \uc804 \uc138\uacc4 \uc218\uac70 \uc2dc\uc2a4\ud15c\uc73c\ub85c \uc720\uc785\ub418\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc7ac\ud65c\uc6a9 \uc5c5\uccb4\ub4e4\uc774 \uace0\ubd80\uac00\uac00\uce58 \ucf54\ubc1c\ud2b8 \ud568\uc720 \ud329\uc744 \ud65c\uc6a9\ud560 \uc218 \uc788\uac8c \ud558\uba70, 2027-2030\ub144\uc5d0\ub294 2019-2022\ub144 \ud310\ub9e4\ub41c \ucc28\ub7c9\uc758 \ud3d0\uae30\ub7c9\uc774 \uae09\uc99d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\ub294 4680 \uc140\uc758 \ud575\uc2ec \uad11\ubb3c 92%\uac00 \ud68c\uc218\ub418\uc5b4 \uc0c8 \ubc30\ud130\ub9ac\uc5d0 \uc7ac\ud65c\uc6a9\ub420 \uc218 \uc788\ub2e4\uace0 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uac15\ud654\ub418\ub294 \uae00\ub85c\ubc8c EPR \ubc0f EU \ubc30\ud130\ub9ac \uaddc\uc815: 2024\ub144 2\uc6d4 \ubc1c\ud6a8\ub41c EU \ubc30\ud130\ub9ac \uaddc\uc815\uc740 2027\ub144\uae4c\uc9c0 63%, 2030\ub144\uae4c\uc9c0 73%\uc758 \uc218\uac70 \ubaa9\ud45c\ub97c \uc124\uc815\ud588\uc73c\uba70, \ubbf8\uc900\uc218 \uc2dc \uc5f0\uac04 \ub9e4\ucd9c\uc758 \ucd5c\ub300 4%\uc5d0 \ub2ec\ud558\ub294 \ubc8c\uae08\uc744 \ubd80\uacfc\ud569\ub2c8\ub2e4. \uc911\uad6d\uc740 2025\ub144\uae4c\uc9c0 \uc804\ub825 \ubc30\ud130\ub9ac\uc758 65% \uc7ac\ud65c\uc6a9\uc744 \uc758\ubb34\ud654\ud558\uace0, \ud55c\uad6d\uc740 2028\ub144\uae4c\uc9c0 80% \uc218\uac70\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uc774\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc5ed\ubb3c\ub958 \ub124\ud2b8\uc6cc\ud06c\uc5d0 \ud22c\uc790\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uba70, \uc2dc\uc7a5\uc758 \uaddc\ubaa8 \ud655\uc7a5 \ubc0f \uc218\uc9c1 \ud1b5\ud569\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc6d0\uc790\uc7ac \uac00\uaca9 \uc778\uc0c1\uc73c\ub85c \uc778\ud55c \ud3d0\uc1c4 \ub8e8\ud504 \uacf5\uae09\ub9dd \ucd09\uc9c4: \ud0c4\uc0b0\ub9ac\ud2ac \uac00\uaca9\uc740 2024\ub144 3\uc6d4 \ud1a4\ub2f9 82,000\ub2ec\ub7ec\uae4c\uc9c0 \uce58\uc19f\uc558\ub2e4\uac00 2025\ub144 12\uc6d4 12,000\ub2ec\ub7ec\ub85c \ud558\ub77d\ud558\ub294 \ub4f1 \ub192\uc740 \ubcc0\ub3d9\uc131\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ucf54\ubc1c\ud2b8 \ud669\uc0b0\uc5fc\uc740 28,000~35,000\ub2ec\ub7ec\ub85c \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud588\uc73c\uba70, \ub2c8\ucf08 \ud669\uc0b0\uc5fc\uc740 2025\ub144 \ud3c9\uade0 17,500\ub2ec\ub7ec\uc600\uc2b5\ub2c8\ub2e4. BMW, \ud3ec\ub4dc\uc640 \uac19\uc740 OEM\uc740 \uc7ac\ud65c\uc6a9 \ub2c8\ucf08 \ubc0f \ucf54\ubc1c\ud2b8\ub97c \uace0\uc815 \uc2a4\ud504\ub808\ub4dc\ub85c \ud655\ubcf4\ud558\uc5ec \uc2e0\uaddc \uae08\uc18d \ube44\uc6a9\ubcf4\ub2e4 15-20% \uc800\ub834\ud558\uac8c \uc870\ub2ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacc4\uc57d\uc740 \uc7ac\ud65c\uc6a9 \uc5c5\uccb4\ub97c \uc804\ub7b5\uc801 \uacf5\uae09\uc5c5\uccb4\ub85c \uc804\ud658\uc2dc\ud0a4\uace0 \uc2dc\uc7a5 \ub9c8\uc9c4\uc744 \uc548\uc815\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \ucc28\uc138\ub300 \uc2b5\uc2dd \ubc0f \uc9c1\uc811 \uc7ac\ud65c\uc6a9\uc758 \ud68d\uae30\uc801\uc778 \uc218\uc728: Ascend Elements\uc758 Hydro-to-Cathode \ub77c\uc778\uc740 2024\ub144 \uc0c1\uc6a9\ud654\ub418\uc5b4 \ud575\uc2ec \uae08\uc18d\uc758 98%\ub97c \ud68c\uc218\ud558\uba70 \uc5f4 \uc57c\uae08\ubc95 \ub300\ube44 \uc5d0\ub108\uc9c0 \uc218\uc694\ub97c 70% \uc808\uac10\ud569\ub2c8\ub2e4. \uc9c1\uc811 \uc7ac\ud65c\uc6a9\uc740 500\ud68c \uc8fc\uae30 \ud6c4 99%\uc758 \uc6a9\ub7c9 \uc720\uc9c0\uc728\uc744 \ubcf4\uc600\uc73c\uba70, 2025\ub144 \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74 \uc9c1\uc811 \ubc29\uc2dd\uc740 \uc2b5\uc2dd \uacf5\uc815 \ub300\ube44 \uc218\uba85 \uc8fc\uae30 CO\u2082\ub97c 53% \uc808\uac10\ud569\ub2c8\ub2e4. \uc6d0\ub8cc \uade0\uc9c8\uc131 \ubb38\uc81c\uac00 \uc788\uc9c0\ub9cc, \ucd08\uae30 OEM \uc790\uccb4 \ub8e8\ud504\ub294 \ub9e4\ub825\uc801\uc778 \uacbd\uc81c\uc131\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   OEM\uc758 \uc7ac\ud65c\uc6a9\uc744 \uace0\ub824\ud55c \uc124\uacc4(Design-for-Recycling) \ud329: \ud14c\uc2ac\ub77c, BYD, GM \ub4f1 \uc8fc\uc694 OEM\uc740 \ubc30\ud130\ub9ac \ud329 \uc124\uacc4 \ub2e8\uacc4\ubd80\ud130 \uc7ac\ud65c\uc6a9\uc131\uc744 \uace0\ub824\ud558\uc5ec \ubd84\ud574 \ubc0f \uc7ac\ub8cc \ud68c\uc218\ub97c \uc6a9\uc774\ud558\uac8c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc7a5\uae30\uc801\uc73c\ub85c \uc7ac\ud65c\uc6a9 \uacf5\uc815\uc758 \ud6a8\uc728\uc131\uc744 \ub192\uc774\uace0 \ube44\uc6a9\uc744 \uc808\uac10\ud558\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n*   \uc561\uc0c1 \ube14\ub799 \ub9e4\uc2a4 \ud604\ubb3c \uc2dc\uc7a5\uc758 \ucd9c\ud604: \uc720\ub7fd\uacfc \ubd81\ubbf8\uc5d0\uc11c \uc561\uc0c1 \ube14\ub799 \ub9e4\uc2a4 \ud604\ubb3c \uc2dc\uc7a5\uc774 \ub4f1\uc7a5\ud558\uc5ec \uc18c\uaddc\ubaa8 \uc6b4\uc601\uc790\ub4e4\uc774 \uc804\uccb4 \uc815\uc81c \ub77c\uc778\uc5d0 \ud22c\uc790\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc911\uac04 \uc0dd\uc0b0\ubb3c\uc744 \uc218\uc775\ud654\ud560 \uc218 \uc788\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc758 \uc720\ub3d9\uc131\uc744 \ub192\uc774\uace0 \uc0c8\ub85c\uc6b4 \ucc38\uc5ec\uc790\ub4e4\uc758 \uc9c4\uc785\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc131\uc7a5 \uc800\ud574 \uc694\uc778:<\/p>\n<p>*   \uae08\uc18d \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \ub192\uc740 \uc5ed\ubb3c\ub958 \ube44\uc6a9: \ud0c4\uc0b0\ub9ac\ud2ac \uac00\uaca9\uc758 \uae09\ub77d\uc740 \ube14\ub799 \ub9e4\uc2a4 \uac00\uaca9\uc744 \ud1a4\ub2f9 6,500\ub2ec\ub7ec\uae4c\uc9c0 \ub04c\uc5b4\ub0b4\ub824 \uc77c\ubd80 \uc7ac\ud65c\uc6a9 \uc5c5\uccb4\uc5d0 \ub9c8\uc774\ub108\uc2a4 \ub9c8\uc9c4\uc744 \uac15\uc694\ud588\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac \ud329\uc740 UN 3480 \uaddc\uc815\uc5d0 \ub530\ub77c \uc704\ud5d8\ubb3c\ub85c \ubd84\ub958\ub418\uc5b4 \ub0b4\ud654\uc131 \ud3ec\uc7a5 \ubc0f \ucda9\uc804 \uc0c1\ud0dc \ud14c\uc2a4\ud2b8\uac00 \ud544\uc694\ud558\uba70, \uc774\ub85c \uc778\ud574 \uc5ed\ubb3c\ub958 \ube44\uc6a9\uc774 \ud1a4\ub2f9 150-250\ub2ec\ub7ec\uc5d0 \ub2ec\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uad6c\uc870\uc801 \ube44\uc6a9\uc740 \uae08\uc18d \uac00\uaca9\uc774 \ud558\ub77d\ud560 \ub54c\ub9c8\ub2e4 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud569\ub2c8\ub2e4.<br \/>\n*   \uace0\uc804\uc555 \uc218\uac70\uc758 \uc548\uc804 \ubc0f \uc704\ud5d8\ubb3c \uaddc\uc815 \uc900\uc218: \uace0\uc804\uc555 \ubc30\ud130\ub9ac \uc218\uac70 \ubc0f \uc6b4\uc1a1 \uc2dc \uc548\uc804 \ubc0f \uc704\ud5d8\ubb3c \uaddc\uc815 \uc900\uc218\ub294 \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \ubd81\ubbf8(DOT, OSHA) \ubc0f \uc720\ub7fd(ADR)\uc5d0\uc11c \uc5c4\uaca9\ud569\ub2c8\ub2e4. \uc774\ub294 \uc6b4\uc601 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \ubcf5\uc7a1\uc131\uc744 \ub354\ud569\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4 \uacfc\uc789 \uc0dd\uc0b0 \ub2a5\ub825\uc73c\ub85c \uc778\ud55c \uc6d0\ub8cc \ubd80\uc871 \uc704\ud5d8: \ubd81\ubbf8\ub294 2025\ub144 \uae30\uc900 \uc5f0\uac04 45\ub9cc \ud1a4\uc758 \uc7ac\ud65c\uc6a9 \uc6a9\ub7c9\uc744 \ubc1c\ud45c\ud588\uc9c0\ub9cc, \uac00\uc6a9 \uc6d0\ub8cc\ub294 18\ub9cc \ud1a4\uc5d0 \ubd88\uacfc\ud558\uc5ec \uac00\ub3d9\ub960\uc774 40% \ubbf8\ub9cc\uc73c\ub85c \ub5a8\uc5b4\uc84c\uace0, Li-Cycle\uc740 \uc5ec\ub7ec \uc2dc\uc124\uc744 \uc720\ud734 \uc0c1\ud0dc\ub85c \ub450\uc5c8\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc5d0\uc11c\ub3c4 \uc720\uc0ac\ud55c \ubd88\uade0\ud615\uc774 \uc874\uc7ac\ud558\uc9c0\ub9cc, \uc218\uac70 \uc758\ubb34\ud654\ub85c 2028\ub144\uae4c\uc9c0 \uaca9\ucc28\uac00 \uc904\uc5b4\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   LFP \ud654\ud559\ubb3c\uc9c8\uc758 \ub0ae\uc740 \ub0b4\uc7ac \uac00\uce58: LFP \ubc30\ud130\ub9ac\ub294 \ucf54\ubc1c\ud2b8\uc640 \ub2c8\ucf08\uc774 \uac70\uc758 \uc5c6\uc5b4 \uc7ac\ud65c\uc6a9 \uc2dc \uc5bb\uc744 \uc218 \uc788\ub294 \uc720\uac00 \uae08\uc18d\uc758 \uac00\uce58\uac00 \ub0ae\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc740 \uc218\uba85\uc774 \ub2e4\ud588\uac70\ub098 \uacb0\ud568\uc774 \uc788\ub294 \ubc30\ud130\ub9ac \ubc0f \uc81c\uc870 \uc2a4\ud06c\ub7a9\uc5d0\uc11c \ub9ac\ud2ac, \ucf54\ubc1c\ud2b8, \ub2c8\ucf08, \ub9dd\uac04, \uad6c\ub9ac, \uc54c\ub8e8\ubbf8\ub284, \ud751\uc5f0 \ub4f1 \uadc0\uc911\ud55c \ubb3c\uc9c8\uc744 \uc218\uc9d1, \uc6b4\uc1a1, \ucc98\ub9ac \ubc0f \ud68c\uc218\ud558\ub294 \uae00\ub85c\ubc8c \uc0b0\uc5c5\uc744 \ud3ec\uad04\ud569\ub2c8\ub2e4. \uc774 \uc2dc\uc7a5\uc740 2026\ub144 50\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 147\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \ud3d0\uae30\ub7c9\uc758 \uae09\uc99d, \uae00\ub85c\ubc8c EPR(\uc0dd\uc0b0\uc790 \ucc45\uc784 \uc7ac\ud65c\uc6a9) \ubc0f EU \ubc30\ud130\ub9ac \uaddc\uc81c \uac15\ud654, \uc6d0\uc790\uc7ac \uac00\uaca9 \uc778\uc0c1\uc73c\ub85c \uc778\ud55c \ud3d0\uc1c4 \ub8e8\ud504 \uacf5\uae09\ub9dd \uad6c\ucd95 \uac00\uc18d\ud654\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ucc28\uc138\ub300 \uc2b5\uc2dd \ubc0f \uc9c1\uc811 \uc7ac\ud65c\uc6a9 \uae30\uc220\uc758 \uc218\uc728 \ud5a5\uc0c1, \uc7ac\ud65c\uc6a9\uc744 \uace0\ub824\ud55c OEM \ubc30\ud130\ub9ac \ud329 \uc124\uacc4\ub85c \ud574\uccb4 \ube44\uc6a9 \uc808\uac10, \uc561\uc0c1 &#8216;\ube14\ub799\ub9e4\uc2a4&#8217; \ud604\ubb3c \uc2dc\uc7a5\uc758 \ucd9c\ud604 \ub4f1\uc774 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uae08\uc18d \uac00\uaca9\uc758 \ubcc0\ub3d9\uc131, \ub192\uc740 \uc5ed\ubb3c\ub958 \ube44\uc6a9, \uace0\uc804\uc555 \ubc30\ud130\ub9ac \uc218\uac70 \uc2dc \uc548\uc804 \ubc0f \uc720\ud574 \ubb3c\uc9c8 \uaddc\uc815 \uc900\uc218 \ubb38\uc81c, \uc77c\ubd80 \uc9c0\uc5ed\uc758 \uacfc\uc789 \uc0dd\uc0b0 \ub2a5\ub825\uc73c\ub85c \uc778\ud55c \uc6d0\ub8cc \ubd80\uc871 \uc704\ud5d8, \uadf8\ub9ac\uace0 \ucf54\ubc1c\ud2b8 \ud568\ub7c9\uc774 \uc5c6\uc5b4 \ube14\ub799\ub9e4\uc2a4 \uac00\uce58\uac00 \ub0ae\uc740 LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ubc30\ud130\ub9ac\uc758 \ub0ae\uc740 \ub0b4\uc7ac \uac00\uce58 \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \ud3d0\uae30\uc6d0, \ubc30\ud130\ub9ac \ud654\ud559\ubb3c\uc9c8, \uc7ac\ud65c\uc6a9 \uae30\uc220, \uacf5\uc815 \ub2e8\uacc4, \ud68c\uc218 \ubb3c\uc9c8\uc758 \uc801\uc6a9 \ubd84\uc57c, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \ud3d0\uae30\uc6d0\ubcc4\ub85c\ub294 2019\ub144 \uc774\ud6c4 \ud310\ub9e4\ub41c \ub300\ub7c9 \uc2dc\uc7a5 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac\uc758 \ud3d0\uae30\uac00 \ubcf8\uaca9\ud654\ub418\uba74\uc11c \uc790\ub3d9\ucc28 \ubc30\ud130\ub9ac \ubd80\ubb38\uc774 2031\ub144\uae4c\uc9c0 \uac00\uc7a5 \ud070 \uc218\uc775\uc744 \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubc30\ud130\ub9ac \ud654\ud559\ubb3c\uc9c8\ubcc4\ub85c\ub294 \ucf54\ubc1c\ud2b8\uac00 \uc5c6\uace0 \ub9ac\ud2ac \ud568\ub7c9\uc774 \uc801\uc740 LFP \ubc30\ud130\ub9ac\uac00 NMC \ub300\ube44 \ube14\ub799\ub9e4\uc2a4 \uac00\uce58\ub97c \uc57d 65% \uac10\uc18c\uc2dc\ucf1c \uc7ac\ud65c\uc6a9\uc5c5\uccb4\uc5d0 \ub3c4\uc804 \uacfc\uc81c\ub97c \uc81c\uc2dc\ud569\ub2c8\ub2e4. \uc7ac\ud65c\uc6a9 \uae30\uc220\ubcc4\ub85c\ub294 \uc5d0\ub108\uc9c0 \uc9d1\uc57d\ub3c4\uac00 \ub0ae\uace0 \ud68c\uc218\uc728\uc774 \ub192\uc740 \uc9c1\uc811\/\uae30\uacc4\uc801 \uc7ac\ud65c\uc6a9 \ubc29\uc2dd\uc774 \uc5f0\ud3c9\uade0 \uc57d 28.7%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \uc2b5\uc2dd \uc57c\uae08, \uac74\uc2dd \uc57c\uae08, \ud558\uc774\ube0c\ub9ac\ub4dc \ubc0f \uc2e0\ud765 \uae30\uc220(\uc0dd\ubb3c\/\uc804\uae30\ud654\ud559)\ub3c4 \ud65c\uc6a9\ub429\ub2c8\ub2e4. \uc7ac\ud65c\uc6a9 \uacf5\uc815\uc740 \uc218\uc9d1 \ubc0f \ubb3c\ub958, \ud574\uccb4 \ubc0f \ubc29\uc804, \uae30\uacc4\uc801 \ud30c\uc1c4\/\ubd84\ub958, \ube14\ub799\ub9e4\uc2a4 \uc0dd\uc0b0, \ubb3c\uc9c8 \uc815\uc81c \ubc0f \ud68c\uc218 \ub2e8\uacc4\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \ud68c\uc218\ub41c \ubb3c\uc9c8\uc740 \uc591\uadf9 \ud65c\ubb3c\uc9c8, \uc74c\uadf9\/\ud751\uc5f0, \ubc30\ud130\ub9ac \ub4f1\uae09 \ub9ac\ud2ac \ud654\ud569\ubb3c, \ucf54\ubc1c\ud2b8 \ubc0f \ub2c8\ucf08 \uc5fc, \ub9dd\uac04 \ub4f1\uc73c\ub85c \uc7ac\ud65c\uc6a9\ub418\uc5b4 \uc790\ub3d9\ucc28, \ud574\uc591, \uc804\ub825 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5, \uac00\uc804\uc81c\ud488 \ub4f1 \ub2e4\uc591\ud55c \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\uc5d0 \uacf5\uae09\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc2dc\uc7a5\uc744 \ub2e4\ub8e8\uba70, \ud2b9\ud788 \ubbf8\uad6d\uc758 IRA(\uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95) \uad6d\ub0b4 \ucf58\ud150\uce20 \uaddc\uc815 \ubc0f DOE \ub300\ucd9c \ud504\ub85c\uadf8\ub7a8\uc740 \ubc30\ud130\ub9ac \uc138\uc561 \uacf5\uc81c \uc790\uaca9\uc744 \uc5bb\uae30 \uc704\ud574 \uc0c8\ub85c\uc6b4 \uc0dd\uc0b0 \uc2dc\uc124\uc744 \ubbf8\uad6d\uc73c\ub85c \uc720\uce58\ud558\ub294 \ub370 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2030\ub144\uacbd\uc5d0\ub294 2020-2022\ub144\uc5d0 \uc124\uce58\ub41c \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc774 \ud3d0\uae30\ub418\uba74\uc11c LFP \ud329\uc758 \ub450 \ubc88\uc9f8 \ub3d9\uc9c8\uc801\uc778 \uacf5\uae09\uc6d0\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, M&#038;A, \ud30c\ud2b8\ub108\uc2ed \ub4f1 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \ud504\ub85c\ud544(Umicore SA, Glencore PLC, Brunp Recycling (CATL), Li-Cycle Holdings Corp., Redwood Materials Inc. \ub4f1)\uc744 \ub2e4\ub8e8\uba70, \uc774\ub294 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc758 \ub3d9\ud5a5\uc744 \uc774\ud574\ud558\ub294 \ub370 \uc911\uc694\ud569\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\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-46666","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\/46666"}],"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=46666"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/46666\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=46666"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=46666"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=46666"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}