{"id":47620,"date":"2026-02-19T20:55:11","date_gmt":"2026-02-19T20:55:11","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/manganese-market-mordor\/"},"modified":"2026-09-25T08:23:53","modified_gmt":"2026-09-24T23:23:53","slug":"manganese-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/manganese-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub9dd\uac04 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/manganese-market-1763021706907-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\/manganese-market-size-image-1770822345974.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 \ub300\ud615 \ucc28\ub7c9\uc758 \uc804\ub3d9\ud654\ub85c HP-Mn \uc218\uc694 \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.2 \ucca0\uac15\uc5c5\uccb4\uc758 \uc218\uc18c-DRI \uc804\ud658\uc73c\ub85c HC FeMn \uc0ac\uc6a9\ub7c9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc11c\uad6c OEM\uc758 HPMSM \uad6c\ub9e4 \uacc4\uc57d\uc73c\ub85c \uacf5\uae09 \ub2e4\ubcc0\ud654<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc778\ub3c4 \ubc0f \uc544\uc138\uc548 \uc9c0\uc5ed\uc758 \uc778\ud504\ub77c \ub4f1\uae09 \uc2e4\ub9ac\ucf54\ub9dd\uac04 \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc9c0\uc815\ud559\uc801 \uad11\uc11d \uacf5\uae09 \ucc28\uc9c8 (\uac00\ubd09, \ud638\uc8fc)\ub85c \uac00\uaca9 \uc0c1\uc2b9<\/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 \uae09\uaca9\ud55c LFP \ucc44\ud0dd\uc73c\ub85c \uc591\uadf9\uc7ac \ub4f1\uae09 Mn \uc131\uc7a5 \uc5b5\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.2 \ub0a8\uc544\ud504\ub9ac\uce74\uc758 \uad11\uc11d \ud56d\ub9cc \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc218\ucd9c\ub7c9 \uc81c\ud55c<\/li>\n<li class=\"toc-level-3\">4.3.3 \uace0\ud0c4\uc18c \ud398\ub85c\ud569\uae08\uc758 CO\u2082 \ubc30\ucd9c\ub7c9, \ud0c4\uc18c\uad6d\uacbd\uc138 \uc9c1\uba74<\/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 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/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 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4 \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4\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)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc6a9\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud569\uae08<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc804\ud574 \ub9dd\uac04 \uae08\uc18d<\/li>\n<li class=\"toc-level-3\">5.1.4 \uae30\ud0c0 \uc6a9\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucd5c\uc885 \uc0ac\uc6a9 \ubd80\ubb38\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.2.2 \uac74\uc124<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc804\ub825 \uc800\uc7a5 \ubc0f \uc804\uae30<\/li>\n<li class=\"toc-level-3\">5.2.4 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9 \ubd80\ubb38<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uad11\uc11d \ub4f1\uae09\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ubc30\ud130\ub9ac \ub4f1\uae09<\/li>\n<li class=\"toc-level-3\">5.3.2 \uace0\uc21c\ub3c4 \ub4f1\uae09<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud45c\uc900 \ub4f1\uae09<\/li>\n<li class=\"toc-level-3\">5.3.4 \uae30\uc220 \ub4f1\uae09<\/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 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.4.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \uae30\ud0c0 \uc720\ub7fd<\/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 \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 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \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 \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uac00\uc6a9 \uc7ac\ubb34 \uc815\ubcf4, \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 African Rainbow Minerals Limited.<\/li>\n<li class=\"toc-level-3\">6.4.2 Anglo American plc<\/li>\n<li class=\"toc-level-3\">6.4.3 Assore Limited (Assmang Proprietary Limited)<\/li>\n<li class=\"toc-level-3\">6.4.4 BHP<\/li>\n<li class=\"toc-level-3\">6.4.5 CITIC LIMITED<\/li>\n<li class=\"toc-level-3\">6.4.6 Consolidated Minerals Limited.<\/li>\n<li class=\"toc-level-3\">6.4.7 Element 25 Limited<\/li>\n<li class=\"toc-level-3\">6.4.8 Eramet<\/li>\n<li class=\"toc-level-3\">6.4.9 Giyani Metals Corp<\/li>\n<li class=\"toc-level-3\">6.4.10 Jupiter Mines Limited<\/li>\n<li class=\"toc-level-3\">6.4.11 Manganese Metal Company (Pty) Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 MOIL LIMITED<\/li>\n<li class=\"toc-level-3\">6.4.13 Ningxia Tianyuan Manganese Industry Group Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.14 NIPPON DENKO CO. LTD<\/li>\n<li class=\"toc-level-3\">6.4.15 OM Holdings Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 POSCO M-TECH.<\/li>\n<li class=\"toc-level-3\">6.4.17 South32<\/li>\n<li class=\"toc-level-3\">6.4.18 Tata Steel<\/li>\n<li class=\"toc-level-3\">6.4.19 Vale<\/li>\n<li class=\"toc-level-3\">6.4.20 Vibrantz<\/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>\ub9dd\uac04 \uc2dc\uc7a5 \uac1c\uc694: \uaddc\ubaa8, \ub3d9\ud5a5 \ubc0f \uc131\uc7a5 \uc608\uce21 (2026-2031)<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>\ub9dd\uac04 \uc2dc\uc7a5\uc740 2025\ub144 322\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 336\uc5b5 2\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 \uc131\uc7a5\ub960(CAGR) 4.21%\ub97c \uae30\ub85d\ud558\uba70 2031\ub144\uc5d0\ub294 413\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\uc758 \uc5f0\uad6c \uae30\uac04\uc740 2020\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc774\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 &#8216;\uc911\uac04&#8217; \uc218\uc900\uc73c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc804\ud1b5\uc801\uc778 \ucca0\uac15 \ub4f1\uae09 \ud569\uae08\uc774 \uc5ec\uc804\ud788 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc9c0\ub9cc, \ubc30\ud130\ub9ac \ub4f1\uae09 \ubc0f \uace0\uc21c\ub3c4 \ud2b9\uc218 \uc81c\ud488\uc758 \uae09\uaca9\ud55c \uc131\uc7a5\uc774 \ubb34\uc5ed \uacbd\ub85c\ub97c \uc7ac\ud3b8\ud558\uace0 \uc911\uad6d \uc678 \uc9c0\uc5ed\uc5d0\uc11c\uc758 \uc0c8\ub85c\uc6b4 \uc815\uc81c \uc2dc\uc124 \ud22c\uc790\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub0a8\uc544\ud504\ub9ac\uce74\uacf5\ud654\uad6d South32\uc758 GEMCO \uad11\uc0b0 \uc0ac\uc774\ud074\ub860 \ud53c\ud574\uc640 \uac00\ubd09\uc758 \ub178\ub3d9 \ubd88\uc548\uc815\uc73c\ub85c \uc778\ud574 \uad11\uc11d \uacf5\uae09\uc774 \ud0c0\uc774\ud2b8\ud574\uc9c0\uba74\uc11c \ud604\ubb3c \uac00\uaca9\uc774 \uc0c1\uc2b9\ud558\uace0 \uc11c\ubc29 \uad6c\ub9e4\uc790\ub4e4\uc774 \uc7a5\uae30 \uacc4\uc57d\uc744 \ud655\ubcf4\ud558\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uacfc \uc778\ub3c4\uc758 \uc218\uc18c \uae30\ubc18 \uc9c1\uc811\ud658\uc6d0\ucca0(DRI) \ud504\ub85c\uc81d\ud2b8\ub294 \uc870\uac15 \ud1a4\ub2f9 \ud398\ub85c\ub9dd\uac04 \uc0ac\uc6a9\ub7c9\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uace0\uc131\ub2a5 \uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac-\ub9dd\uac04-\ucca0-\uc778\uc0b0\uc5fc(LMFP) \uc591\uadf9\uc7ac\ub294 \uace0\uc21c\ub3c4 \ub9dd\uac04 \uc218\uc694\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uacfc \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544 \uc815\ubd80\ub294 \uc911\uad6d \uc815\uc81c \uc758\uc874\ub3c4\ub97c \uc904\uc774\uae30 \uc704\ud574 \uad6d\ub0b4 \ud398\ub85c\ud569\uae08 \ubc0f \ud669\uc0b0\uc5fc \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \ubcf4\uc870\uae08\uc744 \uc9c0\uae09\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub7ec\ud55c \uc815\ucc45 \ub3d9\ud5a5\uc740 \ub9dd\uac04 \uc2dc\uc7a5\uc758 GDP \ub300\ube44 \uc131\uc7a5\uc744 \ub354\uc6b1 \uac15\ud654\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d:<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ud569\uae08\uc774 2025\ub144 \ub9dd\uac04 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 67.75%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub838\uc73c\uba70, \uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04(EMD)\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 6.17%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9 \ubd80\ubb38\ubcc4: \uc0b0\uc5c5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 2025\ub144 \ub9dd\uac04 \uc2dc\uc7a5\uc758 46.00%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc804\ub825 \uc800\uc7a5 \ubc0f \uc804\uae30 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 6.34% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uad11\uc11d \ub4f1\uae09\ubcc4: \ud45c\uc900 \ub4f1\uae09 \uad11\uc11d\uc774 2025\ub144 \ub9dd\uac04 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 50.85%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ubc30\ud130\ub9ac \ub4f1\uae09 \uad11\uc11d\uc740 \uc5f0\ud3c9\uade0 6.44% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uc804 \uc138\uacc4 \uc218\uc694\uc758 54.20%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.86%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uae00\ub85c\ubc8c \ub9dd\uac04 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>2.1. \uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   \uace0\uc131\ub2a5 \uc804\uae30\ucc28\uc758 \uc804\ub825\ud654 \uac00\uc18d\ud654\ub85c \uace0\uc21c\ub3c4 \ub9dd\uac04(HP-Mn) \uc218\uc694 \uc99d\uac00: \ub300\ud615 \uc804\uae30 \ud2b8\ub7ed \ubc0f \ubc84\uc2a4\ub294 \uae30\uc874 LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ud654\ud559 \ubb3c\uc9c8\ubcf4\ub2e4 \ub9dd\uac04 \ud568\ub7c9\uc774 \ub192\uc740 LMFP(\ub9ac\ud2ac-\ub9dd\uac04-\ucca0-\uc778\uc0b0\uc5fc) \uc591\uadf9\uc7ac\ub97c \ucc44\ud0dd\ud558\uace0 \uc788\uc5b4 \ud0ac\ub85c\uc640\ud2b8\uc2dc\ub2f9 \ub9dd\uac04 \uc0ac\uc6a9\ub7c9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80(DOE)\uc758 \uc9c0\uc6d0\uc744 \ubc1b\ub294 Element 25\uc758 \ub8e8\uc774\uc9c0\uc560\ub098 \uc815\uc81c \uc2dc\uc124\uc740 \uace0\uc21c\ub3c4 \ub9dd\uac04 \ud669\uc0b0\uc5fc\uc744 \uc0dd\uc0b0\ud558\uc5ec \uc911\uad6d \uc911\uac04\uc0c1 \uc5c6\uc774 \uacf5\uae09\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ucd94\uc801 \uac00\ub2a5\ud558\uace0 \uc800\ud0c4\uc18c\uc778 \uc6d0\ub8cc\uc5d0 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc9c0\ubd88\ud560 \uc758\ud5a5\uc774 \uc788\uc5b4 \ub9dd\uac04 \uc2dc\uc7a5\uc5d0 \uc774\uc911 \uac00\uaca9 \uad6c\uc870\uac00 \ud615\uc131\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc11c\ubc29 \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c\ub294 \ubc30\ud130\ub9ac \ub4f1\uae09 \uacf5\uae09 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ucf1c \ucca0\uac15 \uacbd\uae30 \ubcc0\ub3d9 \uc18d\uc5d0\uc11c\ub3c4 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc744 \ubcf4\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucca0\uac15 \uc81c\uc870\uc5c5\uccb4\uc758 \uc218\uc18c \uae30\ubc18 \uc9c1\uc811\ud658\uc6d0\ucca0(Hydrogen-DRI) \uc804\ud658\uc73c\ub85c \uace0\ud0c4\uc18c \ud398\ub85c\ub9dd\uac04(HC FeMn) \uc0ac\uc6a9\ub7c9 \uc99d\uac00: DRI \ud3a0\ub9bf\uc740 \uc794\ub958 \ub9dd\uac04 \ud568\ub7c9\uc774 \ub0ae\uae30 \ub54c\ubb38\uc5d0 \uc218\uc18c \uae30\ubc18 DRI-EAF(\uc804\uae30\ub85c) \uacf5\uc815\uc740 \uace0\ub85c \ubc29\uc2dd\uc5d0 \ube44\ud574 \ub354 \ub9ce\uc740 \ub9dd\uac04 \ucca8\uac00\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc2a4\uc6e8\ub374\uacfc \ub3c5\uc77c\uc758 \ud30c\uc77c\ub7ff \ud50c\ub79c\ud2b8\ub4e4\uc740 2024\ub144 \uac00\ub3d9 \uc2dc \uc774\ub7ec\ud55c \ud569\uae08 \ucca8\uac00\ub7c9 \uc99d\uac00\ub97c \ud655\uc778\ud588\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc758 \uad6d\uac00 \uadf8\ub9b0 \uc218\uc18c \ubbf8\uc158\uc740 2030\ub144\uae4c\uc9c0 \uadf8\ub9b0 \uc218\uc18c \uc0dd\uc0b0\uc744 \ub298\ub824 \ud398\ub85c\ub9dd\uac04 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc800\ud0c4\uc18c \uc804\ub825\uc744 \ud65c\uc6a9\ud558\ub294 \ud398\ub85c\ub9dd\uac04 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 EU \ud0c4\uc18c \uad6d\uacbd\uc138\uac00 \uc11d\ud0c4 \uc9d1\uc57d\uc801\uc778 \ub4f1\uae09 \uc218\uc785\uc5d0 \ubd88\uc774\uc775\uc744 \ubd80\uacfc\ud568\uc5d0 \ub530\ub77c \uc0c1\ub2f9\ud55c \uc774\ub4dd\uc744 \uc5bb\uc744 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc11c\ubc29 OEM\uc758 \uace0\uc21c\ub3c4 \ub9dd\uac04 \ud669\uc0b0\uc5fc \ubaa8\ub178\ud558\uc774\ub4dc\ub808\uc774\ud2b8(HPMSM) \uc120\uad6c\ub9e4 \uacc4\uc57d\uc73c\ub85c \uacf5\uae09 \ub2e4\ubcc0\ud654: \ubd81\ubbf8 \ubc0f \uc720\ub7fd \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ub2e4\ub144\uac04\uc758 HPMSM \ubb3c\ub7c9\uc744 \ud655\ubcf4\ud558\uc5ec \uac00\uaca9 \uc704\ud5d8\uc744 \uc0dd\uc0b0\uc790\uc5d0\uac8c \uc804\uac00\ud558\uace0 \ubcf4\uce20\uc640\ub098 \ubc0f \ud638\uc8fc\uc758 \uc0c8\ub85c\uc6b4 \uc815\uc81c \uc2dc\uc124 \ud22c\uc790\ub97c \ubcf4\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacc4\uc57d\uc740 \uc885\uc885 \ub9ac\ud2ac \ub610\ub294 \ucf54\ubc1c\ud2b8 \ubca4\uce58\ub9c8\ud06c\uc5d0 \uac00\uaca9\uc744 \uc5f0\ub3d9\ud558\uc5ec \uc6d0\uc790\uc7ac \ubcc0\ub3d9\uc131\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc740\ud589 \ub300\ucd9c \uac00\ub2a5\uc131\uc744 \ub192\uc785\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc778 \uacf5\uae09 \ub2e4\ubcc0\ud654\ub294 \uc911\uad6d\uc758 \uc0c1\ub2f9\ud55c \uc815\uc81c \ub2a5\ub825 \uc810\uc720\uc728\uc744 \ud76c\uc11d\uc2dc\ud0a4\uace0 \uc11c\ubc29 \ud504\ub85c\uc81d\ud2b8\ub85c\uc758 \uc790\ubcf8 \uc720\uc785\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. \uc7a5\uae30 \uacc4\uc57d\uc5d0\ub294 ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uc131\uacfc \uc870\ud56d\ub3c4 \ud3ec\ud568\ub418\uc5b4 \uc788\uc5b4 \uad11\uc0b0\uc5c5\uccb4\ub4e4\uc774 \ucd94\uc801 \uac00\ub2a5\uc131\uacfc \uc800\ud0c4\uc18c \ubc1c\uc790\uad6d\uc744 \uc778\uc99d\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc778\ub3c4 \ubc0f \uc544\uc138\uc548(ASEAN) \uc9c0\uc5ed\uc758 \uc778\ud504\ub77c \ub4f1\uae09 \uc2e4\ub9ac\ucf54\ub9dd\uac04 \uc218\uc694 \uc99d\uac00: \uc778\ub3c4\uc758 \uc57c\uc2ec\ucc2c \uad6d\uac00 \uc778\ud504\ub77c \ud30c\uc774\ud504\ub77c\uc778\uc740 \uac1c\ubc1c \uacc4\ud68d\uc744 \ub118\uc5b4 \ucca0\uac15 \uc0dd\uc0b0\uc744 \uc801\uadf9\uc801\uc73c\ub85c \ucd09\uc9c4\ud558\uace0 \uc2e4\ub9ac\ucf54\ub9dd\uac04 \uc218\uc694\uc758 \uacac\uace0\ud55c \uc131\uc7a5\uc744 \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad6d\ub0b4 \uc6a9\uad11\ub85c\uc758 \uc0dd\uc0b0 \ub2a5\ub825\ub3c4 \ucd5c\uadfc \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uad11\uc0b0\uc5c5\uccb4\ub4e4\uc740 \ub0a8\uc544\ud504\ub9ac\uce74\uacf5\ud654\uad6d\uc5d0\uc11c \uace0\ub4f1\uae09 \uad11\uc11d \uc218\uc785\uc5d0 \uacc4\uc18d \uc758\uc874\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc81c\ub828 \uc5d0\ub108\uc9c0 \ube44\uc6a9\uc744 \ud06c\uac8c \uc808\uac10\ud558\ub294 \uc120\ud0dd\uc785\ub2c8\ub2e4. \uc778\ub3c4\ub124\uc2dc\uc544\uc640 \ubca0\ud2b8\ub0a8\uc758 \ud504\ub85c\uc81d\ud2b8\ub3c4 \uc774\ub7ec\ud55c \ucd94\uc138\ub97c \ubc18\uc601\ud558\uc5ec \uc9c0\uc5ed \ucca0\uadfc \uc18c\ube44\ub97c \uc9d1\ub2e8\uc801\uc73c\ub85c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\ub54c \uc720\ub7fd \uc2dc\uc7a5\uc5d0 \uc9d1\uc911\ud588\ub358 \ub0a8\uc544\ud504\ub9ac\uce74\uacf5\ud654\uad6d \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc774\uc81c \uc544\uc2dc\uc544\ub85c \ub208\uc744 \ub3cc\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc8fc\ub85c \uc6b4\uc784 \ud504\ub9ac\ubbf8\uc5c4\uc758 \ub9e4\ub825\uacfc EU \ubc30\ucd9c \uaddc\uc81c\uc758 \uac15\ud654 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>2.2. \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0)\uc758 \ube60\ub978 \ucc44\ud0dd\uc73c\ub85c \uc591\uadf9\uc7ac \ub4f1\uae09 \ub9dd\uac04 \uc131\uc7a5 \uc5b5\uc81c: 2024\ub144 \uc2b9\uc6a9 \uc804\uae30\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 LFP \uc591\uadf9\uc7ac\uc758 \ube44\uc911\uc744 \ub298\ub9ac\uba74\uc11c \ub9dd\uac04 \uae30\ubc18 \ud654\ud559 \ubb3c\uc9c8\uc744 \ub300\uccb4\ud558\uace0 \uc591\uadf9\uc7ac \ub4f1\uae09 \uc7ac\ub8cc\uc758 \uc989\uac01\uc801\uc778 \uc218\uc694\uc5d0 \uadf8\ub9bc\uc790\ub97c \ub4dc\ub9ac\uc6e0\uc2b5\ub2c8\ub2e4. LFP\uc758 \uc99d\uac00\ub294 \ub9dd\uac04 \ud669\uc0b0\uc5fc \uc218\uc694\uc758 \uac10\uc18c\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4. LFP\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc774 2028\ub144\uae4c\uc9c0 \uacc4\uc18d \uc99d\uac00\ud55c\ub2e4\uba74 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub9dd\uac04 \ubd80\ubb38\uc740 \uc774\uc804 \uc608\uce21\uc5d0 \ubbf8\uce58\uc9c0 \ubabb\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0dd\uc0b0\uc790\ub4e4\uc740 \ucca0\uac15 \ucca8\uac00\uc6a9 \uc804\ud574 \uae08\uc18d\uc73c\ub85c \uc804\ud658\ud560 \uc218 \uc788\ub294 \uc815\uc81c \uc2dc\uc124\uc744 \uad6c\ucd95\ud558\uc5ec \uc801\uc751\ud558\uace0 \uc788\uc9c0\ub9cc, \uc774\ub7ec\ud55c \uc720\uc5f0\uc131 \uc99d\uac00\ub294 \uc790\ubcf8 \ube44\uc6a9 \uc0c1\uc2b9\uc744 \ub3d9\ubc18\ud569\ub2c8\ub2e4.<br \/>\n*   \ub0a8\uc544\ud504\ub9ac\uce74\uacf5\ud654\uad6d\uc758 \uad11\uc11d \ud56d\ub9cc \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc218\ucd9c \ubb3c\ub7c9 \uc81c\ud55c: 2024\ub144 Transnet\uc758 \ucca0\ub3c4 \uc11c\ube44\uc2a4 \uc911\ub2e8\uc73c\ub85c Sishen-Saldanha \ud68c\ub791\uc758 \ucc98\ub9ac\ub7c9\uc774 \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. \uadf8 \uacb0\uacfc, \uad11\uc0b0\uc5c5\uccb4\ub4e4\uc740 \uad11\uc11d\uc744 \ud2b8\ub7ed\uc73c\ub85c \uc6b4\uc1a1\ud574\uc57c \ud588\uace0, \uc774\ub294 \ub354 \ub192\uc740 \ubb3c\ub958 \ube44\uc6a9\uc744 \ucd08\ub798\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc0c1\ud669\uc740 \uc774\uc724\uc744 \uc57d\ud654\uc2dc\ud0a4\uace0 \ud655\uc7a5 \uc778\uc13c\ud2f0\ube0c\ub97c \uac10\uc18c\uc2dc\ucf1c \uc138\uacc4 \ucd5c\ub300 \ub9e4\uc7a5\ub7c9 \ubcf4\uc720\uad6d\uc774 \ud604\uc7ac\uc758 \uc218\uc694\ub97c \uc644\uc804\ud788 \ud65c\uc6a9\ud558\uc9c0 \ubabb\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \uc911\uad6d\uacfc \uc720\ub7fd\uc758 \uc81c\ub828\uc18c\ub4e4\uc740 \uc6b4\uc784 \uc0c1\uc2b9\uacfc \ub9ac\ub4dc \ud0c0\uc784 \uc5f0\uc7a5\uc5d0 \uc9c1\uba74\ud558\uc5ec \uacf5\uae09\uc744 \ub354\uc6b1 \ud0c0\uc774\ud2b8\ud558\uac8c \ub9cc\ub4e4\uc5c8\uc2b5\ub2c8\ub2e4. \uc7ac\ud65c\uc131\ud654 \uc774\ub2c8\uc154\ud2f0\ube0c\uac00 \uc9c4\ud589 \uc911\uc774\uc9c0\ub9cc, 10\ub144 \ud6c4\ubc18\uae4c\uc9c0\ub294 \uc0c1\ub2f9\ud55c \uc6a9\ub7c9 \uac1c\uc120\uc774 \uc608\uc0c1\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uace0\ud0c4\uc18c \ud398\ub85c\ud569\uae08\uc758 \ud0c4\uc18c \ubc1c\uc790\uad6d\uc774 \ud0c4\uc18c \uad6d\uacbd\uc138\uc5d0 \uc9c1\uba74: \uc720\ub7fd\uc758 \ud0c4\uc18c \uad6d\uacbd \uc870\uc815 \uba54\ucee4\ub2c8\uc998(CBAM)\uc740 \uc11d\ud0c4 \uc9d1\uc57d\uc801\uc778 \ub4f1\uae09\uc758 \uc218\uc785\uc5d0 \ubd88\uc774\uc775\uc744 \ubd80\uacfc\ud558\uc5ec, \uc720\ub7fd\uc73c\ub85c \uc218\ucd9c\ud558\ub294 \uad6d\uac00\ub4e4\uc5d0 2\ucc28\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uace0\ud0c4\uc18c \ud398\ub85c\ud569\uae08 \uc0dd\uc0b0\uc790\ub4e4\uc5d0\uac8c \ube44\uc6a9 \ubd80\ub2f4\uc744 \uac00\uc911\uc2dc\ud0a4\uace0, \uc800\ud0c4\uc18c \uc0dd\uc0b0 \ubc29\uc2dd \uc804\ud658\uc744 \uac15\uc81c\ud558\uc5ec \uc2dc\uc7a5 \uacbd\uc7c1 \uad6c\ub3c4\uc5d0 \ubcc0\ud654\ub97c \uac00\uc838\uc62c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>3.1. \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ud569\uae08 \uc218\uc694 \uc8fc\ub3c4, EMD \ubc30\ud130\ub9ac \uacac\uc778<\/p>\n<p>*   \ud569\uae08: 2025\ub144 \ub9dd\uac04 \uc2dc\uc7a5 \uc218\uc694\uc758 67.75%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc8fc\ub85c \ud398\ub85c\ub9dd\uac04\uacfc \uc2e4\ub9ac\ucf54\ub9dd\uac04\uc758 \ucd5c\uc885 \ucca0\uac15 \ucca8\uac00\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uacfc \uc778\ub3c4\uc758 \uc218\uc18c \uae30\ubc18 DRI \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\uac00\ub85c \ud569\uae08 \uc0ac\uc6a9\ub7c9\uc774 \uc99d\uac00\ud558\uc5ec \uafb8\uc900\ud55c \ubb3c\ub7c9 \uc131\uc7a5\uc744 \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04(EMD): \ud734\ub300\uc6a9 \uc804\uc790 \uae30\uae30 \ubc0f \uc2e0\ud765 \uadf8\ub9ac\ub4dc \uc800\uc7a5 \uc774\ub2c8\uc154\ud2f0\ube0c\uc758 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 6.17%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. EMD\uc758 \ubd80\ud65c\uc740 \uce98\ub9ac\ud3ec\ub2c8\uc544 DOE\uc758 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \ud30c\uc77c\ub7ff \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \uc8fc\ubaa9\ubc1b\ub294 \uc544\uc5f0-\ub9dd\uac04 \ubc30\ud130\ub9ac\uc5d0 \ud06c\uac8c \uae30\uc778\ud569\ub2c8\ub2e4. \ub610\ud55c, EU \ud0c4\uc18c \uad00\uc138\uc5d0 \uc9c1\uba74\ud55c \ucca0\uac15 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc778\uc99d\ub41c \uc800\ud0c4\uc18c \ud569\uae08\uc744 \uc810\uc810 \ub354 \ucc3e\uace0 \uc788\uc5b4 \ub354 \ub113\uc740 \uc6d0\uc790\uc7ac \uc2dc\uc7a5\uc5d0\uc11c \ud504\ub9ac\ubbf8\uc5c4 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158: \uc0ac\ub8cc, \uc218\ucc98\ub9ac, \uc138\ub77c\ubbf9 \ub4f1\uc740 GDP\uc640 \ud568\uaed8 \uc131\uc7a5\ud558\uba70 \ub9dd\uac04 \uc2dc\uc7a5\uc5d0 \ubb3c\ub7c9 \uc548\uc815\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>3.2. \ucd5c\uc885 \uc0ac\uc6a9 \ubd80\ubb38\ubcc4: \uc0b0\uc5c5 \ubd80\ubb38 \uc120\ub450, \uc804\ub825 \uc800\uc7a5 \uae09\uc99d<\/p>\n<p>*   \uc0b0\uc5c5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158: 2025\ub144 \uc0b0\uc5c5 \uad6c\ub9e4\uc790\ub4e4\uc774 46.00%\ub97c \ucc28\uc9c0\ud558\uba70 \ub9dd\uac04 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc2b5\ub2c8\ub2e4. \ucca0\uac15 \uacf5\uc7a5, \uc8fc\uc870 \uacf5\uc7a5, \ud654\ud559 \uacf5\uc7a5 \ub4f1\uc774 \uc8fc\uc694 \uc218\uc694\ucc98\uc785\ub2c8\ub2e4. \uc778\ub3c4 \ubc0f \uc544\uc138\uc548 \uc9c0\uc5ed\uc758 \uac74\uc124 \ud504\ub85c\uc81d\ud2b8\ub85c \ucca0\uadfc \uc18c\ube44\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc9c0\ub9cc, \uc911\uad6d \ubd80\ub3d9\uc0b0 \ubd80\ubb38\uc758 \uc548\uc815\ud654\uc640 \ud568\uaed8 2028\ub144 \uc774\ud6c4\uc5d0\ub294 \uc131\uc7a5\uc774 \uc644\ud654\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc804\ub825 \uc800\uc7a5 \ubc0f \uc804\uae30: 6.34%\uc758 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd80\ubb38\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae09\uc99d\uc740 LMFP \uc591\uadf9\uc7ac \ubc0f \uc544\uc5f0-\ub9dd\uac04 \uc815\uc9c0\ud615 \uc800\uc7a5 \uc194\ub8e8\uc158\uc758 \ucc44\ud0dd\uc5d0 \ud06c\uac8c \uae30\uc778\ud569\ub2c8\ub2e4. Element 25\uc758 \ub8e8\uc774\uc9c0\uc560\ub098 \uacf5\uc7a5\uc740 HPMSM\uc744 \uacf5\uae09\ud558\uc5ec \uc774 \ubd80\ubb38\uc744 \uac15\ud654\ud558\uace0 \ub9dd\uac04 \uc2dc\uc7a5\uc758 \ud504\ub9ac\ubbf8\uc5c4 \uacc4\uce35\uc744 \uac15\ud654\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   \uae30\ud0c0: \uc804\uc790, \ub18d\uc5c5, \uc138\ub77c\ubbf9\uc758 \ucd1d \uc218\uc694\ub294 GDP \uc218\uce58\uc640 \ube44\uc2b7\ud558\uac70\ub098 \uc57d\uac04 \uc0c1\ud68c\ud558\ub294 \uc18d\ub3c4\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ub825\ud654\ub41c \ubaa8\ube4c\ub9ac\ud2f0 \ubc0f \uc7a5\uae30 \uc800\uc7a5\uc73c\ub85c\uc758 \ubaa8\uba58\ud140\uc774 \uac00\uc18d\ud654\ub428\uc5d0 \ub530\ub77c \uc218\uc694 \ud488\uc9c8\uc758 \ub69c\ub837\ud55c \ubcc0\ud654\uac00 \ub098\ud0c0\ub098\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c4\ud654\ub294 \uace0\uc21c\ub3c4 \uc81c\ud488\uc758 \uc810\uc720\uc728\uc744 \ub192\uc77c \ubfd0\ub9cc \uc544\ub2c8\ub77c \ud3c9\uade0 \uc2e4\ud604 \uac00\uaca9\ub3c4 \uc0c1\uc2b9\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>3.3. \uad11\uc11d \ub4f1\uae09\ubcc4: \ud45c\uc900 \ub4f1\uae09 \uc9c0\ubc30, \ubc30\ud130\ub9ac \ub4f1\uae09 \uac00\uc18d\ud654<\/p>\n<p>*   \ud45c\uc900 \ub4f1\uae09 \uad11\uc11d: 2025\ub144 \uc804\uccb4 \ubb3c\ub7c9\uc758 50.85%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\uad6d CFR(\uc6b4\uc784\ud3ec\ud568\uc778\ub3c4) \uae30\uc900\uc73c\ub85c \uacbd\uc7c1\ub825 \uc788\ub294 \uac00\uaca9\uc5d0 \uac70\ub798\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud130\ub9ac \ub4f1\uae09 \uad11\uc11d: \ub354 \uc791\uc740 \ubd80\ubb38\uc774\uc9c0\ub9cc, \uc5c4\uaca9\ud55c \ubd88\uc21c\ubb3c \uae30\uc900\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 6.44% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud638\uc8fc\uc758 Butcherbird\uc640 \ubcf4\uce20\uc640\ub098\uc758 K.Hill\uacfc \uac19\uc740 \ubc30\ud130\ub9ac \ub4f1\uae09 \uacf5\uae09\ub9dd\uc758 \uc8fc\uc694 \uc5c5\uccb4\ub4e4\uc740 \uc11c\ubc29 \uc591\uadf9\uc7ac \uc81c\uc870\uc5c5\uccb4\ub97c \ub300\uc0c1\uc73c\ub85c \uace0\uc21c\ub3c4 \uc81c\ud488\uc744 \uacf5\uae09\ud560 \uc900\ube44\uac00 \ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uace0\uc21c\ub3c4 \uad11\uc11d: \uc2a4\ud14c\uc778\ub9ac\uc2a4\uac15 \ubc0f \uc804\uc790 \ubd80\ubb38\uc5d0 \uacf5\uae09\ub418\uba70 \uafb8\uc900\ud55c \uc131\uc7a5\uacfc \ud568\uaed8 \uc0c1\ub2f9\ud55c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220 \ub4f1\uae09 \uad11\uc11d: \uc8fc\ub85c \ub18d\uc5c5\uacfc \uad00\ub828\ub418\uc5b4 \uc788\uc73c\uba70 \ub0ae\uc740 \ub9c8\uc9c4\uc758 \ud2c8\uc0c8\uc2dc\uc7a5\uc5d0\uc11c \uc6b4\uc601\ub429\ub2c8\ub2e4. \ub69c\ub837\ud55c \uac00\uaca9 \ucc28\uc774\ub294 \ub9dd\uac04 \uc2dc\uc7a5\uc758 \uc131\uc7a5\ud558\ub294 \uaca9\ucc28\ub97c \uac15\uc870\ud569\ub2c8\ub2e4. \ud55c\ud3b8, \ud45c\uc900 \ub4f1\uae09 \uc0dd\uc0b0\uc790\ub4e4\uc740 EU \ud0c4\uc18c \uad00\uc138\ub85c \uc778\ud574 \uc11d\ud0c4 \uc81c\ub828 \ud569\uae08 \uc218\uc694\uac00 \uc704\ucd95\ub418\ub294 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub300\uc751\ud558\uc5ec \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uae30\ubc18 \uc81c\ub828 \ubc0f \uc7ac\ud65c\uc6a9 \uc6d0\ub8cc\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591: 2025\ub144 \uc804 \uc138\uacc4 \ub9dd\uac04 \uc2dc\uc7a5\uc758 54.20%\ub97c \ud761\uc218\ud588\uc73c\uba70, \uc8fc\ub85c \uc911\uad6d\uc758 \ucca0\uac15 \ubc0f \ubc30\ud130\ub9ac \uc7ac\ub8cc \uc218\uc694\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\ub294 \uc778\ud504\ub77c \ud22c\uc790\uc640 Tata Steel \ubc0f MOIL\uc758 \uc2e4\ub9ac\ucf54\ub9dd\uac04 \ud655\uc7a5\uc73c\ub85c \uc0c1\ub2f9\ud55c \uae30\uc5ec\ub97c \ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \uc804\ud574 \ub9dd\uac04 \uae08\uc18d \uc0b0\uc5c5\uc758 \ud575\uc2ec \ud50c\ub808\uc774\uc5b4\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uba70 \uace0\uc21c\ub3c4 \uc81c\ud488\uc744 \uc9c0\uc5ed \uc804\uccb4\uc5d0 \uc218\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\uc6d0\uc774 \ud48d\ubd80\ud568\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc544\ud504\ub9ac\uce74\ub294 \ub9dd\uac04 \uad11\uc11d\uc758 \uadf9\ud788 \uc77c\ubd80\ub9cc\uc744 \uad6d\ub0b4\uc5d0\uc11c \uac00\uacf5\ud588\uc73c\uba70, \ub300\ubd80\ubd84\uc740 \uc81c\ud55c\ub41c \uc815\uc81c \ub2a5\ub825\uc73c\ub85c \uc778\ud574 \uc218\ucd9c\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \ub9dd\uac04 \uc2dc\uc7a5\uc740 \ub0a8\uc544\ud504\ub9ac\uce74\uacf5\ud654\uad6d\uc758 \ucca0\ub3c4 \uc81c\uc57d \uc644\ud654 \ub178\ub825\uacfc \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \ud22c\uc790 \ucd94\uc9c4\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.86% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 2025\ub144 \uc804 \uc138\uacc4 \ub9dd\uac04 \uc218\uc694\uc5d0\uc11c \ub354 \uc791\uc740 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc9c0\ub9cc, Element 25\uc758 \ub8e8\uc774\uc9c0\uc560\ub098 \uc815\uc81c \uc2dc\uc124 \uac00\ub3d9\uc73c\ub85c \ubc30\ud130\ub9ac \ub4f1\uae09 \uacf5\uae09\uc758 \ud604\uc9c0\ud654\uac00 \uc774 \ube44\uc911\uc744 \uac15\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uce90\ub098\ub2e4\ub294 \ud018\ubca1\uc5d0\uc11c \ub9dd\uac04 \uad11\uc0c1\uc744 \uc801\uadf9\uc801\uc73c\ub85c \ud0d0\uc0ac\ud558\uace0 \uc788\uc73c\uba70, \uba55\uc2dc\ucf54 \ucca0\uac15 \uacf5\uc7a5\ub4e4\uc740 \ubbf8\uad6d \uc790\ub3d9\ucc28 \uace0\uac1d\uc744 \uc704\ud574 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ub298\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc801\ub2f9\ud55c \ube44\uc911\uc744 \ucc28\uc9c0\ud558\ub294 \uc720\ub7fd\uc740 \ud0c4\uc18c \uad6d\uacbd \uc870\uc815 \uba54\ucee4\ub2c8\uc998(CBAM)\uc73c\ub85c \uc778\ud55c \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc73c\uba70, \uad6c\ub9e4\uc790\ub4e4\uc740 \ub178\ub974\uc6e8\uc774 \uc218\ub825 \ubc1c\uc804 \ud569\uae08 \ubc0f \uc7ac\ud65c\uc6a9 \uc6d0\ub8cc\ub85c \ub208\uc744 \ub3cc\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 Eramet\uc758 &#8220;eraLow&#8221; \ube0c\ub79c\ub4dc\ub294 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\ub97c \ud65c\uc6a9\ud558\uc5ec EU \ud3c9\ud310\uac15 \uc0dd\uc0b0\uc790\ub4e4\uacfc \uacc4\uc57d\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8: \uc804 \uc138\uacc4 \ub9dd\uac04 \uc218\uc694\uc5d0 \ub354 \uc791\uc740 \ubd80\ubd84\uc744 \uae30\uc5ec\ud558\uba70, \ube0c\ub77c\uc9c8\uc774 \ud569\uae08 \uc18c\ube44 \ubc0f Vale\uc758 Azul \uad11\uc0b0 \uc218\ucd9c\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \uc544\ub974\ud5e8\ud2f0\ub098\uc758 \uae09\uc131\uc7a5\ud558\ub294 \ub9ac\ud2ac \ubd80\ubb38\uc740 \ud2b9\ud788 \uc591\uadf9\uc7ac \uc804\uad6c\uccb4\uc5d0 \ub300\ud55c \ub9dd\uac04 \uc218\uc694\ub97c \uac04\uc811\uc801\uc73c\ub85c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed \ub0b4 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc744 \uad6c\ucd95\ud558\ub824\ub294 \ub178\ub825\uacfc \ud568\uaed8 \ub300\ub959 \ub0b4 \uac00\uacf5 \uc99d\uac00 \uac00\ub2a5\uc131\uc774 \uc788\uc5b4 \ub9dd\uac04 \uc2dc\uc7a5 \uc5ed\ud559\uc744 \uc7ac\ud3b8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \uad6d\uac00\ub4e4\uc774 \uac00\uce58 \uc0ac\uc2ac\uc744 \ub530\ub77c \uc0c1\uc2b9\ud558\ub294 \uada4\uc801\uc740 \uc778\ud504\ub77c \uac1c\uc120 \ubc0f \ub179\uc0c9 \uc5d0\ub108\uc9c0 \uc774\ub2c8\uc154\ud2f0\ube0c\uc5d0 \ub2ec\ub824 \uc788\uc744 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ub9dd\uac04 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud1b5\ud569\uc744 \ubcf4\uc785\ub2c8\ub2e4. \uae30\uc874 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc740 \uace0\uc21c\ub3c4 \ub9dd\uac04 \ud669\uc0b0\uc5fc \ubaa8\ub178\ud558\uc774\ub4dc\ub808\uc774\ud2b8(HPMSM)\ub97c \uc0dd\uc0b0\ud558\uae30 \uc704\ud574 \uacf5\uc7a5\uc744 \uac1c\uc870\ud558\uace0 \uc788\uc73c\uba70, Anglo American\uc740 \ub0a8\uc544\ud504\ub9ac\uce74\uacf5\ud654\uad6d \ub9dd\uac04 \uc790\uc0b0\uc758 \ub9e4\uac01\uc744 \uac80\ud1a0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\uc740 \ud0c8\ud0c4\uc18c\ud654 \ubc0f \ucd94\uc801 \uac00\ub2a5\uc131\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. Element 25\uc758 \ub3c5\uc810\uc801\uc778 \uce68\ucd9c \uae30\uc220\uc740 \uc5d0\ub108\uc9c0 \uc0ac\uc6a9\ub7c9\uc744 30% \uc808\uac10\ud558\uc5ec \uc11c\ubc29\uc758 \ub192\uc740 \uc778\uac74\ube44\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uacbd\uc7c1\ub825 \uc788\ub294 \ube44\uc6a9 \uc704\uce58\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc31\uc9c0 \uc0c1\ud0dc\uc758 \uae30\ud68c(White-space opportunities)\ub85c\ub294 \uc0ac\uc6a9 \ud6c4 \ubc30\ud130\ub9ac \ubc0f EAF(\uc804\uae30\ub85c) \uba3c\uc9c0\uc5d0\uc11c \uc7ac\ud65c\uc6a9\ub41c \ub9dd\uac04, \uadf8\ub9ac\uace0 \ub178\ub974\uc6e8\uc774, \ube0c\ub77c\uc9c8, \ud018\ubca1\uc758 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uae30\ubc18 \uc81c\ub828 \ud074\ub7ec\uc2a4\ud130\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc758 ESG \uac10\uc0ac \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud55c \ub514\uc9c0\ud138 \ucd94\uc801 \uc2dc\uc2a4\ud15c\uc774 \uac1c\ubc1c\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. ISO 14001 \ud45c\uc900\uc744 \ucda9\uc871\ud558\uace0 \uc81c3\uc790 \uac80\uc99d \ubc30\ucd9c\ub7c9 \ub370\uc774\ud130\ub97c \uc81c\uacf5\ud558\ub294 \uc0dd\uc0b0\uc790\ub4e4\uc740 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \uace0\uac1d\uc774 Scope 3 \ubcf4\uace0\ub97c \uac15\ud654\ud568\uc5d0 \ub530\ub77c \ub9c8\ucf00\ud305 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub9ac\ub354:<br \/>\n*   Eramet<br \/>\n*   South32<br \/>\n*   Assore Limited (Assmang Proprietary Limited)<br \/>\n*   Vale<br \/>\n*   CITIC LIMITED<\/p>\n<p>6. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 2\uc6d4: Eramet\uc740 \uc800\ud0c4\uc18c \uc774\uc0b0\ud654\ud0c4\uc18c(CO2) \ub9dd\uac04 \ud569\uae08 \uc804\uc6a9 \ube0c\ub79c\ub4dc\uc778 &#8216;eraLow&#8217;\ub97c \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4. Eramet\uc740 eraLow\ub97c \ud1b5\ud574 \ucca0\uac15 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc5d0\uac8c \uc81c\ud488\uc758 \ud0c8\ud0c4\uc18c\ud654\ub97c \uac00\uc18d\ud654\ud560 \uc989\uac01\uc801\uc778 \uae30\ud68c\ub97c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 9\uc6d4: \ubcf4\uce20\uc640\ub098\ub294 Giyani Metals\uc5d0 K.Hill \uace0\uc21c\ub3c4 \ub9dd\uac04 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c 15\ub144 \ucc44\uad74 \ud5c8\uac00\ub97c \ubd80\uc5ec\ud558\uc5ec \uc544\ud504\ub9ac\uce74 \ucd5c\ucd08\uc758 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub9dd\uac04 \ud669\uc0b0\uc5fc \uc0dd\uc0b0\uc758 \uae38\uc744 \uc5f4\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ub9dd\uac04 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \ubc94\uc704 \ubc0f \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc8fc\uc694 \ub0b4\uc6a9\uc740 \uc2dc\uc7a5 \uac1c\uc694, \ub3d9\uc778 \ubc0f \uc81c\uc57d \uc694\uc778, \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d, \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd, \uadf8\ub9ac\uace0 \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc73c\ub85c \uad6c\uc131\ub429\ub2c8\ub2e4.<\/p>\n<p>\ub9dd\uac04 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \uc911\uc7a5\ube44 \ucc28\ub7c9\uc758 \uc804\ub3d9\ud654 \uac00\uc18d\ud654\uc5d0 \ub530\ub978 \uace0\uc21c\ub3c4 \ub9dd\uac04(HP-Mn) \uc218\uc694 \uc99d\uac00, \ucca0\uac15\uc5c5\uacc4\uc758 \uc218\uc18c\ud658\uc6d0\ucca0(Hydrogen-DRI) \uc804\ud658\uc73c\ub85c \uc778\ud55c \uace0\ud0c4\uc18c \ud398\ub85c\ub9dd\uac04(HC FeMn) \uc0ac\uc6a9\ub7c9 \uc99d\ub300, \uc11c\uad6c OEM\uc758 \uace0\uc21c\ub3c4 \ud669\uc0b0\ub9dd\uac04(HPMSM) \uad6c\ub9e4 \uacc4\uc57d\uc744 \ud1b5\ud55c \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654, \uc778\ub3c4 \ubc0f \uc544\uc138\uc548 \uc9c0\uc5ed\uc758 \uc778\ud504\ub77c \uac74\uc124\uc6a9 \uc2e4\ub9ac\ucf54\ub9dd\uac04 \uc218\uc694 \ud655\ub300\uac00 \uaf3d\ud799\ub2c8\ub2e4. \ub610\ud55c, \uac00\ubd09, \ud638\uc8fc \ub4f1\uc5d0\uc11c\uc758 \uc9c0\uc815\ud559\uc801 \uad11\uc11d \uacf5\uae09 \ucc28\uc9c8\uc740 \uac00\uaca9 \uc0c1\uc2b9 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ubc30\ud130\ub9ac\uc758 \ube60\ub978 \ucc44\ud0dd\uc73c\ub85c \uc778\ud55c \uc591\uadf9\uc7ac \ub4f1\uae09 \ub9dd\uac04 \uc218\uc694 \uc131\uc7a5 \uc5b5\uc81c, \ub0a8\uc544\ud504\ub9ac\uce74\uc758 \uad11\uc11d \ud56d\ub9cc \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc778\ud55c \uc218\ucd9c \ubb3c\ub7c9 \uc81c\ud55c, \uadf8\ub9ac\uace0 \uace0\ud0c4\uc18c \ud398\ub85c\ud569\uae08\uc758 \ub192\uc740 \ud0c4\uc18c \ubc1c\uc790\uad6d\uc774 \ud0c4\uc18c\uad6d\uacbd\uc870\uc815\uc138(CBAM)\uc640 \uac19\uc740 \uaddc\uc81c\uc5d0 \uc9c1\uba74\ud558\ub294 \uc810 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ub9dd\uac04 \uc2dc\uc7a5\uc740 2026\ub144\uae4c\uc9c0 336.2\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\ub85c\ub294 \ud569\uae08, \uc804\ud574 \uc774\uc0b0\ud654\ub9dd\uac04, \uc804\ud574 \uae08\uc18d\ub9dd\uac04 \ub4f1\uc73c\ub85c, \ucd5c\uc885 \uc0ac\uc6a9 \ubd80\ubb38\ubcc4\ub85c\ub294 \uc0b0\uc5c5, \uac74\uc124, \uc804\ub825 \uc800\uc7a5 \ubc0f \uc804\uae30 \ub4f1\uc73c\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc804\ub825 \uc800\uc7a5 \ubc0f \uc804\uae30 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 6.34%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uad11\uc11d \ub4f1\uae09\uc740 \ubc30\ud130\ub9ac, \uace0\uc21c\ub3c4, \ud45c\uc900, \uae30\uc220 \ub4f1\uae09\uc73c\ub85c \ubd84\ub958\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub85c \uad6c\ubd84\ub418\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.86%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc218\uc18c\ud658\uc6d0\ucca0(Hydrogen-DRI) \uacf5\uc815\uc774 \ucca0\uac15 \ud1a4\ub2f9 \ud398\ub85c\ub9dd\uac04 \uc18c\ube44\ub7c9\uc744 \uc99d\uac00\uc2dc\ucf1c \uc7a5\uae30\uc801\uc778 \ud569\uae08 \uc218\uc694\ub97c \ucd09\uc9c4\ud560 \uac83\uc774\uba70, \uc720\ub7fd\uc5f0\ud569\uc758 \ud0c4\uc18c\uad6d\uacbd\uc870\uc815\uc138(CBAM)\uac00 2026\ub144\ubd80\ud130 EU\ub85c \uc218\uc785\ub418\ub294 \uace0\ud0c4\uc18c \ud398\ub85c\ud569\uae08\uc5d0 \uad00\uc138\ub97c \ubd80\uacfc\ud558\uc5ec \uc800\ud0c4\uc18c \uc218\ub825 \ubc1c\uc804 \uae30\ubc18 \uc0dd\uc0b0\uc790\ub4e4\uc5d0\uac8c \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud560 \uac83\uc774\ub77c\ub294 \ud575\uc2ec \ud1b5\ucc30\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704\uac00 \ub2e4\ub8e8\uc5b4\uc9c0\uba70, African Rainbow Minerals, Anglo American, POSCO M-TECH \ub4f1 20\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5\uc758 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \uadf8\ub9ac\uace0 \ubbf8\ucda9\uc871 \uc218\uc694\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ud3c9\uac00\ub97c \uc81c\uacf5\ud558\uc5ec \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc5d0 \uae30\uc5ec\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-47620","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\/47620"}],"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=47620"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/47620\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=47620"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=47620"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=47620"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}