{"id":47644,"date":"2026-02-19T21:09:38","date_gmt":"2026-02-19T21:09:38","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/carbon-capture-and-storage-market-mordor\/"},"modified":"2026-09-25T19:02:46","modified_gmt":"2026-09-25T10:02:46","slug":"carbon-capture-and-storage-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/carbon-capture-and-storage-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5 \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\/carbon-capture-and-storage-market-1753076668693-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\/carbon-capture-and-storage-market-size-image-1770815624237.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 CO\u2082-EOR \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c \uc2e0\ud765 \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.2 \ud0c4\uc18c \uac00\uaca9 \ucc45\uc815 \ubc0f ETS \uc81c\ub3c4 \ud655\ub300<\/li>\n<li class=\"toc-level-3\">4.2.3 \ub354\uc6b1 \uc5c4\uaca9\ud574\uc9c4 \uad6d\uac00\ubcc4 \ub137\uc81c\ub85c \ubc95\uc548<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc800\ud0c4\uc18c \ud569\uc131 \uc5f0\ub8cc \ud504\ub85c\uc81d\ud2b8\uc758 \ud655\ub300<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc800\uc7a5 \uc2dc\uc124\uc774 \ud544\uc694\ud55c \uc9c1\uc811 \uacf5\uae30 \ud3ec\uc9d1(DAC) \uad6c\ucd95<\/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 CCS \ud50c\ub79c\ud2b8\uc758 \ub192\uc740 CAPEX \ubc0f OPEX<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc800\ub834\ud55c \uc7ac\uc0dd \uc5d0\ub108\uc9c0\uc758 \ub9e4\ub825 \uc99d\ub300<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc721\uc0c1 CO\u2082 \ud30c\uc774\ud504\ub77c\uc778\uc5d0 \ub300\ud55c \ub300\uc911\uc758 \ubc18\ub300<\/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\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)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc5f0\uc18c \uc804 \ud3ec\uc9d1<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc5f0\uc18c \ud6c4 \ud3ec\uc9d1<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc21c\uc0b0\uc18c \uc5f0\uc18c \ud3ec\uc9d1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc11d\uc720 \ubc0f \uac00\uc2a4<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc11d\ud0c4 \ubc0f \ubc14\uc774\uc624\ub9e4\uc2a4 \ubc1c\uc804\uc18c<\/li>\n<li class=\"toc-level-3\">5.2.3 \ucca0\uac15<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc2dc\uba58\ud2b8<\/li>\n<li class=\"toc-level-3\">5.2.5 \ud654\ud559<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.3.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.3.1.4 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.3.1.5 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.3.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.3.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.3.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.3.3.4 \ub178\ub974\uc6e8\uc774<\/li>\n<li class=\"toc-level-4\">5.3.3.5 \ub124\ub35c\ub780\ub4dc<\/li>\n<li class=\"toc-level-4\">5.3.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.3.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.3.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.3.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.3.5.2 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.3 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728(%)\/\uc21c\uc704 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Air Liquide<\/li>\n<li class=\"toc-level-3\">6.4.2 Aker Solutions<\/li>\n<li class=\"toc-level-3\">6.4.3 Baker Hughes<\/li>\n<li class=\"toc-level-3\">6.4.4 Carbon Clean<\/li>\n<li class=\"toc-level-3\">6.4.5 CF Industries Holdings, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Climeworks<\/li>\n<li class=\"toc-level-3\">6.4.7 Dakota Gasification Company<\/li>\n<li class=\"toc-level-3\">6.4.8 ENEOS Xplora Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 Equinor ASA<\/li>\n<li class=\"toc-level-3\">6.4.10 Exxon Mobil Corporation<\/li>\n<li class=\"toc-level-3\">6.4.11 Fluor Corporation<\/li>\n<li class=\"toc-level-3\">6.4.12 General Electric Company<\/li>\n<li class=\"toc-level-3\">6.4.13 Halliburton<\/li>\n<li class=\"toc-level-3\">6.4.14 Honeywell International LLC<\/li>\n<li class=\"toc-level-3\">6.4.15 Linde plc<\/li>\n<li class=\"toc-level-3\">6.4.16 MITSUBISHI HEAVY INDUSTRIES, LTD.<\/li>\n<li class=\"toc-level-3\">6.4.17 Occidental Petroleum Corporation<\/li>\n<li class=\"toc-level-3\">6.4.18 Shell plc<\/li>\n<li class=\"toc-level-3\">6.4.19 Siemens Energy<\/li>\n<li class=\"toc-level-3\">6.4.20 SLB Capturi<\/li>\n<li class=\"toc-level-3\">6.4.21 Svante Technologies Inc<\/li>\n<li class=\"toc-level-3\">6.4.22 TotalEnergies<\/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>\ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5(CCS) \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ucd94\uc138 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>\ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5(CCS) \uc2dc\uc7a5\uc740 2025\ub144 27\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 31\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2031\ub144\uc5d0\ub294 60\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 13.98%\uc5d0 \uc774\ub97c \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uaddc\uc81c \uc555\ub825 \uc99d\uac00, \ud3ec\uc9d1 \uae30\uc220\uc758 \uc131\uc219, \uadf8\ub9ac\uace0 \uc911\uacf5\uc5c5 \ubd80\ubb38\uc774 \uc804\uc6a9 \ud0c4\uc18c \uc800\uac10 \uc194\ub8e8\uc158 \uc5c6\uc774\ub294 \ub137\uc81c\ub85c \ubaa9\ud45c\ub97c \ub2ec\uc131\ud560 \uc218 \uc5c6\ub2e4\ub294 \uc778\uc2dd\uc5d0 \uae30\ubc18\ud569\ub2c8\ub2e4. \uc815\ubd80\uc758 \ubc30\ucd9c\ub7c9 \uc0c1\ud55c\uc120 \uac15\ud654, \ud0c4\uc18c \uac00\uaca9\uc81c \ud655\ub300, \uc138\uae08 \uc778\uc13c\ud2f0\ube0c \uc99d\uac00\ub294 CCS\ub97c \uc2dc\ud5d8 \ub2e8\uacc4\uc5d0\uc11c \uc0c1\uc5c5\uc801 \ubc30\ud3ec\ub85c \uc804\ud658\uc2dc\ud0a4\ub294 \uac00\uaca9 \uc2e0\ud638\ub97c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\uc0dd\uc5d0\ub108\uc9c0\uc640\uc758 \uacbd\uc7c1\uc774 \uc874\uc7ac\ud558\uc9c0\ub9cc, \uc2dc\uba58\ud2b8, \ucca0\uac15, \ud654\ud559, \uc815\uc720\uc640 \uac19\uc740 \uc0b0\uc5c5\uc740 \uc2e4\uc9c8\uc801\uc778 \ub300\uc548\uc774 \uac70\uc758 \uc5c6\uc5b4 CCS\uac00 \uc77c\uc2dc\uc801\uc778 \uc120\ud0dd\uc774 \uc544\ub2cc \uad6c\uc870\uc801 \ud544\uc218 \uc694\uc18c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uae30\uc220\ubcc4: 2025\ub144 \uc804\uc5f0\uc18c \ud3ec\uc9d1(Pre-Combustion Capture)\uc774 \ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 81.45%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, 2031\ub144\uae4c\uc9c0 \uc21c\uc0b0\uc18c \uc5f0\uc18c \ud3ec\uc9d1(Oxy-Fuel Combustion Capture)\uc740 18.21%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2025\ub144 \uc11d\uc720 \ubc0f \uac00\uc2a4 \ubd80\ubb38\uc774 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 69.05%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud654\ud559 \ubd80\ubb38\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 25.12%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8\uac00 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 50.72%\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, \uc720\ub7fd\uc740 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 26.05%\uc758 \uac00\uc7a5 \ube60\ub978 \uc9c0\uc5ed \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>1.  CO\u2082-EOR(\uc774\uc0b0\ud654\ud0c4\uc18c-\uac15\ud654 \uc11d\uc720 \ud68c\uc218) \ud504\ub85c\uc81d\ud2b8 \uc218\uc694 \uc99d\uac00 (+2.8% CAGR \uc601\ud5a5, \ubd81\ubbf8 \ubc0f \uc911\ub3d9, \uc911\uae30): CO\u2082-EOR\uc740 \ud3ec\uc9d1\ub41c \ud0c4\uc18c\ub97c \uc218\uc775\ud654\ud558\uace0 \ub178\ud6c4 \uc720\uc804\uc758 \uc0dd\uc0b0\ub7c9\uc744 \uc5f0\uc7a5\ud558\ub294 \uc774\uc911 \uc218\uc775\uc6d0\uc744 \ucc3d\ucd9c\ud569\ub2c8\ub2e4. \uc774\ub294 \ucd08\uae30 \ucc44\ud0dd \ub2e8\uacc4\uc5d0\uc11c \ud3ec\uc9d1 \ud5c8\ube0c\ub97c \uc218\uc775 \ucc3d\ucd9c \uc790\uc0b0\uc73c\ub85c \uc804\ud658\ud558\uba70, \ub192\uc740 \ucd08\uae30 \uc790\ubcf8 \ud22c\uc790\ub97c \uc815\ub2f9\ud654\ud558\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n2.  \ud0c4\uc18c \uac00\uaca9\uc81c \ubc0f \ubc30\ucd9c\uad8c \uac70\ub798\uc81c(ETS) \ud655\ub300 (+3.8% CAGR \uc601\ud5a5, \uc804 \uc138\uacc4, EU \ubc0f \uce98\ub9ac\ud3ec\ub2c8\uc544 \uc8fc\ub3c4, \uc7a5\uae30): \uc720\ub7fd\uc5f0\ud569\uc758 \ud0c4\uc18c \uad6d\uacbd \uc870\uc815 \uba54\ucee4\ub2c8\uc998(CBAM)\uacfc \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 \ubc30\ucd9c\uad8c \uac70\ub798\uc81c \ud655\ub300\ub294 \ud0c4\uc18c \uc800\uac10\uc758 \uacbd\uc81c\uc801 \uac00\uce58\ub97c \ub192\uc5ec, CCS\ub97c \uaddc\uc81c \uc900\uc218 \ubc0f \ube44\uc6a9 \ud68c\ud53c \uc218\ub2e8\uc73c\ub85c \ub9cc\ub4ed\ub2c8\ub2e4. \uc790\ubc1c\uc801 \ud0c4\uc18c \uc2dc\uc7a5\uc758 \uc131\uc219 \ub610\ud55c \ucd94\uac00\uc801\uc778 \uc218\uc775\ud654 \uacbd\ub85c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n3.  \uad6d\uac00\ubcc4 \ub137\uc81c\ub85c \ubc95\uaddc \uac15\ud654 (+4.1% CAGR \uc601\ud5a5, \uc804 \uc138\uacc4, \uc120\uc9c4\uad6d \uc9d1\uc911, \uc7a5\uae30): 2050\ub144 \ub137\uc81c\ub85c \ubaa9\ud45c\ub294 \uc911\ubc30\ucd9c \uc0b0\uc5c5\uc5d0 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud0c8\ud0c4\uc18c\ud654 \uacbd\ub85c\ub97c \uc694\uad6c\ud558\uba70, \ub300\ubd80\ubd84\uc758 \uc804\ub7b5\uc5d0\uc11c CCS\uac00 \uba85\uc2dc\uc801\uc73c\ub85c \uc5b8\uae09\ub429\ub2c8\ub2e4. \uc601\uad6d, \ub3c5\uc77c \ub4f1\uc758 \uc815\ucc45 \ubcc0\ud654\ub294 CCS\ub97c \uc120\ud0dd\uc801 \uae30\uc220\uc5d0\uc11c \uad6c\uc870\uc801 \ud544\uc218\ub85c \uc804\ud658\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n4.  \uc800\ud0c4\uc18c \ud569\uc131 \uc5f0\ub8cc \ud504\ub85c\uc81d\ud2b8 \ud655\ub300 (+1.9% CAGR \uc601\ud5a5, \uc720\ub7fd \ubc0f \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\uae30): \ud56d\uacf5 \ubc0f \ud574\uc6b4 \uc0b0\uc5c5\uc740 \uc804\ub825\ud654\ub9cc\uc73c\ub85c\ub294 \uae30\ud6c4 \ubaa9\ud45c \ub2ec\uc131\uc774 \uc5b4\ub824\uc6cc, \ud3ec\uc9d1\ub41c CO\u2082\ub97c \uc6d0\ub8cc\ub85c \ud558\ub294 Power-to-Liquids \ubc0f e-\uba54\ud0c4\uc62c\uacfc \uac19\uc740 \ud569\uc131 \uc5f0\ub8cc\uc5d0 \uc8fc\ubaa9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud3ec\uc9d1 \uc6b4\uc601\uc790\uc5d0\uac8c \uc601\uad6c \uc800\uc7a5\ubcf4\ub2e4 \ub192\uc740 \uac00\uaca9 \ucc45\uc815\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uba70, \uc21c\ud658 \ud0c4\uc18c \ud65c\uc6a9\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<br \/>\n5.  \uc9c1\uc811 \uacf5\uae30 \ud3ec\uc9d1(DAC) \uc2dc\uc124 \uad6c\ucd95 \ubc0f \uc800\uc7a5 \ud544\uc694\uc131 (+1.5% CAGR \uc601\ud5a5, \ubd81\ubbf8 \ubc0f \ubd81\uc720\ub7fd, \uc7a5\uae30): DAC \uae30\uc220\uc758 \ubc1c\uc804\uc740 \ub300\uae30 \uc911 CO\u2082\ub97c \uc9c1\uc811 \ud3ec\uc9d1\ud558\uc5ec \uc800\uc7a5\ud558\ub294 \uc0c8\ub85c\uc6b4 \uc2dc\uc7a5\uc744 \ucc3d\ucd9c\ud558\uba70, \uc774\ub294 \uc7a5\uae30\uc801\uc73c\ub85c CCS \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>1.  CCS \ud50c\ub79c\ud2b8\uc758 \ub192\uc740 CAPEX \ubc0f OPEX (-3.5% CAGR \uc601\ud5a5, \uc804 \uc138\uacc4, \ud2b9\ud788 \uac1c\ubc1c\ub3c4\uc0c1\uad6d, \ub2e8\uae30): \uc0b0\uc5c5 \uaddc\ubaa8 \uc2dc\uc124\uc740 5\uc5b5~8\uc5b5 \ub2ec\ub7ec\uc758 \ucd08\uae30 \ud22c\uc790\uac00 \ud544\uc694\ud558\uba70, \uc774\ub294 \uc815\ucc45 \ubd88\ud655\uc2e4\uc131\uc774 \ub192\uc740 \uc9c0\uc5ed\uc5d0\uc11c \uc790\uae08 \uc870\ub2ec\uc744 \uc5b4\ub835\uac8c \ud569\ub2c8\ub2e4. \ub610\ud55c, \uc5d0\ub108\uc9c0 \ud398\ub110\ud2f0\ub85c \uc778\ud574 \uc6b4\uc601 \ube44\uc6a9\uc774 \uc99d\uac00\ud558\uc5ec \ucd08\uae30 \ucc44\ud0dd \uae30\uc5c5\uc758 \ud3ed\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4.<br \/>\n2.  \uc800\ub834\ud55c \uc7ac\uc0dd\uc5d0\ub108\uc9c0\uc758 \ub9e4\ub825 \uc99d\ub300 (-2.1% CAGR \uc601\ud5a5, \uc804 \uc138\uacc4, \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc790\uc6d0 \ud48d\ubd80 \uc9c0\uc5ed, \uc911\uae30): \ud0dc\uc591\uad11 \ubc0f \ud48d\ub825 \ubc1c\uc804 \ube44\uc6a9\uc774 \ud654\uc11d \uc5f0\ub8cc \ubc1c\uc804\ubcf4\ub2e4 \ub0ae\uc544\uc9c0\uba74\uc11c, \uae30\uc874 \uc11d\ud0c4 \ubc1c\uc804\uc18c\uc5d0 CCS\ub97c \ucd94\uac00\ud558\ub294 \uac83\uc758 \ub9e4\ub825\uc774 \uac10\uc18c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 CCS \uae30\uc220 \uacbd\uc7c1\uc744 \uc2ec\ud654\uc2dc\ud0a4\uba70, \uc7ac\uc0dd\uc5d0\ub108\uc9c0\uac00 \ub300\uccb4\ud560 \uc218 \uc5c6\ub294 \uacf5\uc815 \uad00\ub828 \ubc30\ucd9c\ub7c9 \uc800\uac10\uc5d0 CCS\uc758 \ucd08\uc810\uc744 \ub9de\ucd94\ub3c4\ub85d \uc694\uad6c\ud569\ub2c8\ub2e4.<br \/>\n3.  \uc721\uc0c1 CO\u2082 \ud30c\uc774\ud504\ub77c\uc778\uc5d0 \ub300\ud55c \ub300\uc911\uc758 \ubc18\ub300 (-1.8% CAGR \uc601\ud5a5, \ubd81\ubbf8 \ubc0f \uc720\ub7fd \ub18d\ucd0c \uc9c0\uc5ed, \ub2e8\uae30): \uc721\uc0c1 CO\u2082 \ud30c\uc774\ud504\ub77c\uc778 \uac74\uc124\uc5d0 \ub300\ud55c \ub300\uc911\uc758 \ubc18\ub300\ub294 \uc778\ud504\ub77c \uad6c\ucd95\uc744 \uc9c0\uc5f0\uc2dc\ud0a4\uace0 \ud504\ub85c\uc81d\ud2b8 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>\uae30\uc220\ubcc4 \ubd84\uc11d: \uc804\uc5f0\uc18c \ud3ec\uc9d1\uc758 \uc9c0\ubc30\ub825\uacfc \uc21c\uc0b0\uc18c \uc5f0\uc18c\uc758 \ubd80\uc0c1<\/p>\n<p>2025\ub144\uc5d0\ub294 \uc815\uc720 \ubc0f \ud654\ud559 \ub2e8\uc9c0\uc5d0\uc11c \ud754\ud788 \uc0ac\uc6a9\ub418\ub294 \uc99d\uae30-\uba54\ud0c4 \uac1c\uc9c8\uae30 \ubc0f \ubc14\uc774\uc624\ub9e4\uc2a4 \uac00\uc2a4\ud654\uae30\uc640 \uc5f0\uacc4\ub418\ub294 \uc804\uc5f0\uc18c \ud3ec\uc9d1(Pre-Combustion Capture)\uc774 81.45%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\ub85c \uc9c0\ubc30\uc801\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc774 \uae30\uc220\uc740 \uc218\uc2ed \ub144\uac04\uc758 \uc6b4\uc601 \ub370\uc774\ud130\uc640 \uc2e0\uaddc \uac74\uc124 \uc2dc \ub0ae\uc740 \ucd94\uac00 \ube44\uc6a9\uc774\ub77c\ub294 \uc774\uc810\uc744 \uac00\uc9d1\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc774 \uacf5\uc815\uc740 20-25%\uc758 \uc5d0\ub108\uc9c0 \ud398\ub110\ud2f0\ub97c \ubd80\uacfc\ud558\uba70 \uc6a9\ub9e4 \uc7ac\uc0dd\uc5d0 \ub9ce\uc740 \uc790\ubcf8\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc21c\uc0b0\uc18c \uc5f0\uc18c \ud3ec\uc9d1(Oxy-Fuel Combustion Capture)\uc740 2031\ub144\uae4c\uc9c0 18.21%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ube0c\ub808\ube45 \uc2dc\uba58\ud2b8 \uacf5\uc7a5\uacfc \uac19\uc740 \ud504\ub85c\uc81d\ud2b8\ub294 \uad11\ubc94\uc704\ud55c \ubc30\uac00\uc2a4 \ubd84\ub9ac \uc5c6\uc774 \uacf5\uc815 \ubc30\ucd9c\ub7c9\uc744 \ud3ec\uc9d1\ud558\uba70, \uc21c\uc0b0\uc18c \uc5f0\uc18c\ub294 \uc5f0\ub8cc\ub97c \uc21c\uc218\ud55c \uc0b0\uc18c\uc5d0\uc11c \uc5f0\uc18c\uc2dc\ucf1c \ubc30\ucd9c \uac00\uc2a4\ub97c \uac70\uc758 \uc21c\uc218\ud55c CO\u2082\ub85c \ub9cc\ub4e4\uc5b4 \ud558\ub958 \uc555\ucd95\uc744 \ub2e8\uc21c\ud654\ud569\ub2c8\ub2e4. \ubaa8\ub4c8\ud615 \uc21c\uc0b0\uc18c \uc5f0\uc18c \uc7a5\uce58\uc758 \ub3c4\uc785\uacfc \uac1c\uc120\ub41c \uacf5\uae30 \ubd84\ub9ac \uacbd\uc81c\uc131\uc740 \uc774 \uae30\uc220\uc758 \uacbd\uc7c1\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uacf5\uc5c5\uc774 \ucd5c\uc18c\ud55c\uc758 \ud6a8\uc728 \uc190\uc2e4\ub85c \uc2ec\uce35\uc801\uc778 \ud0c4\uc18c \uac10\ucd95\uc744 \ucd94\uad6c\ud568\uc5d0 \ub530\ub77c, \uc21c\uc0b0\uc18c \uc5f0\uc18c\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \ube60\ub974\uac8c \ud655\ub300\ub418\uc5b4 \uc804\uc5f0\uc18c \ud3ec\uc9d1\uc758 \uc624\ub79c \uc120\ub450 \uc790\ub9ac\ub97c \uc704\ud611\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4 \ubd84\uc11d: \ud654\ud559 \ubd80\ubb38\uc758 \uac00\uc18d\ud654<\/p>\n<p>2025\ub144\uc5d0\ub294 \uc131\uc219\ud55c CO\u2082-EOR \uc2dc\uc2a4\ud15c\uacfc \uad11\ubc94\uc704\ud55c \ud30c\uc774\ud504\ub77c\uc778 \ub124\ud2b8\uc6cc\ud06c\ub97c \ud65c\uc6a9\ud558\ub294 \uc11d\uc720 \ubc0f \uac00\uc2a4 \uae30\uc5c5\uc774 \ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 69.05%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uac00\uc2a4 \ucc98\ub9ac \ud50c\ub79c\ud2b8\uc758 \ud3ec\uc9d1 \uc7a5\uce58\ub294 \uc989\uac01\uc801\uc778 CO\u2082 \uacf5\uae09\ub7c9\uc744 \uc81c\uacf5\ud558\uba70, \uc9c0\uc9c8\ud559\uc801 \uc9c0\uc2dd\uc740 \uc800\uc7a5 \ubd80\uc9c0 \uc120\uc815\uc5d0 \uc18d\ub3c4\ub97c \ub354\ud569\ub2c8\ub2e4.<\/p>\n<p>\uadf8\ub7ec\ub098 \ud654\ud559 \uc0b0\uc5c5\uc740 2031\ub144\uae4c\uc9c0 25.12%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc554\ubaa8\ub2c8\uc544 \ubc0f \uba54\ud0c4\uc62c \uc0dd\uc0b0\uc790\ub4e4\uc774 \ud0c4\uc18c \uac15\ub3c4 \ubca4\uce58\ub9c8\ud06c\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \ube14\ub8e8 \uc218\uc18c\ub97c \uae30\uc874 \ud750\ub984\uc5d0 \ud1b5\ud569\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. CF \uc778\ub354\uc2a4\ud2b8\ub9ac\uc758 \ub8e8\uc774\uc9c0\uc560\ub098 \uacf5\uc7a5 \uc0ac\ub840\ub294 45Q \uc138\uc561 \uacf5\uc81c\uc640 \ud655\ubcf4\ub41c \uc624\ud504\ud14c\uc774\ud06c \uacc4\uc57d\uc774 \uacb0\ud569\ub420 \ub54c \uacbd\uc7c1\ub825 \uc788\ub294 \uacbd\uc81c\uc131\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ucca0\uac15 \ubc0f \uc2dc\uba58\ud2b8 \uc0b0\uc5c5 \ub610\ud55c \uc5f0\ub8cc \uc804\ud658\ub9cc\uc73c\ub85c\ub294 \ud53c\ud560 \uc218 \uc5c6\ub294 \uacf5\uc815 \ubc30\ucd9c\ub7c9 \ub54c\ubb38\uc5d0 CCS\uac00 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc77c\uc77c 400\ud1a4 CO\u2082 \uaddc\ubaa8\uc758 \ubaa8\ub4c8\ud615 \ud3ec\uc9d1 \uc2dc\uc2a4\ud15c\uc740 \uc911\uc18c \uaddc\ubaa8 \uc0b0\uc5c5 \uc2dc\uc7a5\uc744 \uac1c\ucc99\ud558\uc5ec \uc2dc\uc7a5 \uae30\ubc18\uc744 \ud655\ub300\ud558\uace0, \uc18c\uaddc\ubaa8 \ud654\ud559, \uc720\ub9ac, \uc11d\ud68c \uc0dd\uc0b0\uc790\ub4e4\ub3c4 CCS \uc2dc\uc7a5\uc5d0 \ucc38\uc5ec\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \ubd81\ubbf8: 2025\ub144 \ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 50.72%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub838\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc9c1\uc811 \uacf5\uae30 \ud3ec\uc9d1\uc5d0 \ud1a4\ub2f9 85\ub2ec\ub7ec, \uc810\uc6d0 \ud3ec\uc9d1\uc5d0 60\ub2ec\ub7ec\ub97c \uc81c\uacf5\ud558\ub294 45Q \uc138\uc561 \uacf5\uc81c\uc640 \uac19\uc740 \uad00\ub300\ud55c \uc815\ucc45 \uc9c0\uc6d0 \ub355\ubd84\uc785\ub2c8\ub2e4. \ubbf8\uad6d \uac78\ud504\ub9cc \uc9c0\uc5ed\uc740 \ubc30\ucd9c\uc6d0, \ud30c\uc774\ud504\ub77c\uc778 \ud68c\ub791, \uc5fc\uc218 \ub300\uc218\uce35\uc774 \uc9d1\uc911\ub418\uc5b4 \uc788\uc5b4 \uc5d1\uc190\ubaa8\ube4c\uc758 \ud734\uc2a4\ud134 \uc120\ubc15 \uc6b4\ud558 \ub124\ud2b8\uc6cc\ud06c\uc640 \uac19\uc740 \ud5c8\ube0c \uac1c\ub150\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uce90\ub098\ub2e4 \ub610\ud55c DAC \uc7a5\ube44\uc5d0 60%, \uae30\ud0c0 \ud3ec\uc9d1 \uc2dc\uc2a4\ud15c\uc5d0 50%\uc758 \ud22c\uc790 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uba70 \uc9c0\uc5ed \uc131\uc7a5\uc744 \ubcf4\uc644\ud569\ub2c8\ub2e4. \uba55\uc2dc\ucf54\ub294 \uace0\uac08\ub41c \ud574\uc0c1 \uc720\uc804\uc758 \uacf5\uc720 \uc800\uc7a5 \uc194\ub8e8\uc158\uc744 \ubaa8\uc0c9\ud558\uba70 \uad6d\uacbd \uac04 \uc6b4\uc1a1 \ud30c\ud2b8\ub108\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\ub7fd: 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 26.05%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud601\uc2e0 \uae30\uae08, EU ETS, \uadf8\ub9ac\uace0 2025\ub144 \ub178\ub358 \ub77c\uc774\uce20\uc5d0\uc11c CO\u2082 \uc8fc\uc785\uc744 \uc2dc\uc791\ud55c \ub178\ub974\uc6e8\uc774\uc758 \uc120\uad6c\uc801\uc778 \ub871\uc2ed(Longship) \ud504\ub85c\uc81d\ud2b8\uac00 \uc774\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. \ub3c5\uc77c\uc758 CCS \ubc95\uc548 \ucd08\uc548\uc740 \uc721\uc0c1 \uc800\uc7a5 \uae08\uc9c0\ub97c \ud574\uc81c\ud558\uace0 \ubd81\ub3c5\uc77c \ubd84\uc9c0\uc758 \uc7a0\uc7ac\ub825\uc744 \uc5f4\uc5c8\uc73c\uba70, \ub124\ub35c\ub780\ub4dc\uc758 \ud3ec\ub974\ud1a0\uc2a4(Porthos) \ud5c8\ube0c \ubc0f \uc601\uad6d\uc758 \ud558\uc774\ub137(HyNet), \ud2f0\uc0ac\uc774\ub4dc(Teesside) \ud074\ub7ec\uc2a4\ud130 \uac1c\ubc1c\uc774 \uc9c4\ud589 \uc911\uc785\ub2c8\ub2e4. \ud0c4\uc18c \uac00\uaca9\uc81c, \uad6d\uacbd \uad00\uc138, \uacf5\uacf5 \ubcf4\uc870\uae08\uc758 \uc870\ud569\uc740 \ubbfc\uac04 \ud22c\uc790\ub97c \uac00\uc18d\ud654\ud558\uc5ec \uc720\ub7fd\uc774 \ubd81\ubbf8\uc640\uc758 \uaca9\ucc28\ub97c \uc904\uc77c \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uc911\uad6d\uc758 2060\ub144 \ud0c4\uc18c \uc911\ub9bd \uc11c\uc57d\uacfc 2025\ub144 \ucd5c\ucd08\uc758 \uc21c\uc0b0\uc18c \uc5f0\uc18c \uc2dc\uba58\ud2b8 \uc2dc\uc5f0\uc744 \ud1b5\ud574 \uc7a5\uae30\uc801\uc778 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc774 \uac00\uc7a5 \ud070 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \uc77c\ubcf8\uc740 \ud638\uc8fc\uc640 \uc561\ud654 CO\u2082 \ud574\uc0c1 \uc6b4\uc1a1 \uacbd\ub85c\ub97c \uacf5\ub3d9 \uac1c\ubc1c\ud558\uc5ec \uc911\uacf5\uc5c5 \uc9c0\uc5ed\uacfc \ubcf4\ub098\ud30c\ub974\ud2b8 \ubd84\uc9c0\uc758 \ud574\uc0c1 \uc800\uc7a5\uc18c\ub97c \uc5f0\uacb0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\ub124\uc2dc\uc544\ub294 \ud48d\ubd80\ud55c \uc2ec\uce35 \uc5fc\uc218 \ub300\uc218\uce35\uc744 \ud65c\uc6a9\ud558\uc5ec 2030\ub144\uae4c\uc9c0 15\uac1c\uc758 CCS \ud504\ub85c\uc81d\ud2b8\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc73c\uba70, \ud55c\uad6d\uc758 \uadf8\ub9b0 \ub274\ub51c \ub610\ud55c \ucca0\uac15 \ubc0f \uc11d\uc720\ud654\ud559 \ubd80\ubb38\uc5d0 CCS \uc9c0\ucd9c\uc744 \ud560\ub2f9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc774 \uc9c0\uc5ed\uc740 \ud30c\ud3b8\ud654\ub41c \uaddc\uc81c\uc640 \uc800\ub834\ud55c \uc790\uae08 \uc870\ub2ec\uc758 \uc5b4\ub824\uc6c0\uc73c\ub85c \uc778\ud574 2030\ub144 \uc774\ud6c4\uc5d0\uc57c \ubcf8\uaca9\uc801\uc778 \uc131\uc7a5\uc774 \uac00\ub2a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc0c1\uc704 5\uac1c \uc6b4\uc601\uc0ac(\uc5d1\uc190\ubaa8\ube4c, SLB Capturi, \uc258, \uc5d0\ud034\ub178\ub974, \ud1a0\ud0c8\uc5d0\ub108\uc9c0\uc2a4)\uac00 \uc124\uce58\ub41c \ud3ec\uc9d1 \uc6a9\ub7c9\uc758 45% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4\uc740 \uc2ec\uce35\uc801\uc778 \uc790\ubcf8 \ud480\uacfc \uc218\uc9c1 \ud1b5\ud569\ub41c \ud504\ub85c\uc81d\ud2b8 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud65c\uc6a9\ud558\uc5ec \ud575\uc2ec \uc790\uc0b0\uc744 \ubbf8\ub798\uc5d0 \ub300\ube44\ud558\uace0 \uc9c0\ud558 \uc804\ubb38 \uc9c0\uc2dd\uc744 \uc218\uc775\ud654\ud569\ub2c8\ub2e4. \uc544\ucee4 \uce74\ubcf8 \ucea1\ucc98(Aker Carbon Capture), \uce74\ubcf8 \ud074\ub9b0(Carbon Clean), \uc2a4\ubc18\ud14c(Svante)\uc640 \uac19\uc740 \uae30\uc220 \uc804\ubb38 \uae30\uc5c5\ub4e4\uc740 \ubaa8\ub4c8\ud654 \ubc0f \ud1a4\ub2f9 \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \uae30\ubc18\uc73c\ub85c \uacbd\uc7c1\ud558\uba70, \uc885\uc885 EPC(\uc124\uacc4\u00b7\uc870\ub2ec\u00b7\uc2dc\uacf5) \uae30\uc5c5\uacfc \ud611\ub825\ud558\uc5ec \uae00\ub85c\ubc8c \ud504\ub85c\uc81d\ud2b8\uc5d0 \ucc38\uc5ec\ud569\ub2c8\ub2e4. SLB\uc640 \uc544\ucee4 \uce74\ubcf8 \ucea1\ucc98\uc758 2025\ub144 \ud569\uc791 \ud22c\uc790\uc0ac\uc778 SLB Capturi\uc758 \uc124\ub9bd\uc740 R&#038;D\uc5d0\uc11c \ud6a8\uc728\uc801\uc778 \uc0c1\uc5c5\ud654\ub85c\uc758 \uc804\ud658\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \uac15\ub3c4\ub294 \uc77c\uc77c 400\ud1a4 \uaddc\ubaa8\uc758 \ud45c\uc900\ud654\ub41c \uc7a5\uce58\uc640 \uac19\uc740 &#8216;\ud654\uc774\ud2b8 \uc2a4\ud398\uc774\uc2a4&#8217; \uae30\ud68c\uc5d0 \uc758\ud574 \ub354\uc6b1 \ud615\uc131\ub418\uba70, \uc774\ub294 \uc911\uc18c \uaddc\ubaa8 \ubc30\ucd9c \uae30\uc5c5\uc744 \uc704\ud55c &#8216;\ud50c\ub7ec\uadf8 \uc564 \ud50c\ub808\uc774&#8217; \ubc30\ud3ec\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uce74\ubcf8 \ud074\ub9b0\uc758 CycloneCC\ub294 \uae30\uc874 \uc124\uacc4 \ub300\ube44 90%\uc758 \uc124\uce58 \uacf5\uac04 \uc808\uac10\uc744 \uc8fc\uc7a5\ud558\uba70, \ub300\ud615 \ud761\uc218 \uc7a5\uce58\ub97c \uc124\uce58\ud560 \uacf5\uac04\uc774 \ubd80\uc871\ud55c \uc2dc\uba58\ud2b8, \uc720\ub9ac, \ucca0\uac15 \uacf5\uc7a5\uc744 \ub300\uc0c1\uc73c\ub85c \ud569\ub2c8\ub2e4. \ud074\ub77c\uc784\uc6cd\uc2a4(Climeworks) \ubc0f \ud5e4\uc5b4\ub8f8(He\uc5b4\ub8f8)\uacfc \uac19\uc740 \uc9c1\uc811 \uacf5\uae30 \ud3ec\uc9d1 \uc804\ubb38 \uae30\uc5c5\ub4e4\uc740 \uc74c\uc758 \ubc30\ucd9c\uad8c \uc2dc\uc7a5\uc744 \ucc3d\ucd9c\ud558\uc5ec \ubc30\ucd9c \uae30\uc5c5\uc758 \ub300\ucc28\ub300\uc870\ud45c\uc5d0\uc11c \ubc97\uc5b4\ub098 \uc218\uc775\uc6d0\uc744 \ub2e4\uac01\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud3ec\uc9d1, \uc6b4\uc1a1, \uc601\uad6c \uc800\uc7a5 \ubc0f \uc120\ud0dd\uc801 CO\u2082 \ud65c\uc6a9\uc744 \ud1b5\ud569\ud558\ub294 \uae30\uc5c5\ub4e4\uc774 \uac00\uaca9 \uacb0\uc815\ub825\uc744 \ud655\ubcf4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc21c\uc218 \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\ub294 \ub2e4\uc591\ud55c \uc0b0\uc5c5 \uac00\uc2a4\uc5d0 \uac78\uccd0 \ub0b4\uad6c\uc131\uacfc \uc131\ub2a5\uc744 \uc785\uc99d\ud574\uc57c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\uc744 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc0b0\uc5c5 \ub9ac\ub354:<\/p>\n<p>Occidental Petroleum Corporation, Exxon Mobil Corporation, Shell PLC, TotalEnergies, Equinor ASA \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<\/p>\n<p>*   2025\ub144 7\uc6d4: CF \uc778\ub354\uc2a4\ud2b8\ub9ac\uac00 \ub8e8\uc774\uc9c0\uc560\ub098 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc124\uc5d0\uc11c \ud0c4\uc18c \ud3ec\uc9d1 \uc791\uc5c5\uc744 \uc2dc\uc791\ud558\uc5ec, \ubbf8\uad6d \ube44\ub8cc \uc0b0\uc5c5 \ucd5c\ucd08\uc758 \uc0c1\uc5c5 \uaddc\ubaa8 CCS \ud504\ub85c\uc81d\ud2b8\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc124\uc740 \uc5f0\uac04 50\ub9cc \ud1a4\uc758 CO\u2082\ub97c \ud3ec\uc9d1\ud560 \uc218 \uc788\uc73c\uba70, \ud654\ud559 \uc81c\uc870 \ubd84\uc57c\uc5d0\uc11c CCS \uae30\uc220\uc758 \uacbd\uc81c\uc801 \ud0c0\ub2f9\uc131\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: SLB Capturi\ub294 \ub178\ub974\uc6e8\uc774 \ube0c\ub808\ube45 CCS \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \ud558\uc774\ub378\ubca0\ub974\ud06c \uba38\ud2f0\ub9ac\uc5bc\uc988\uc758 \uc2dc\uba58\ud2b8 \uacf5\uc7a5\uc5d0\uc11c 1,000\ud1a4\uc758 CO\u2082\ub97c \ud3ec\uc9d1\ud558\ub294 \uccab \uc791\uc5c5\uc744 \uc644\ub8cc\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc124\uc740 \uc2dc\uba58\ud2b8 \uc0dd\uc0b0 \ud604\uc7a5\uc5d0\uc11c \uc138\uacc4 \ucd5c\ucd08\uc758 \uc0b0\uc5c5 \uaddc\ubaa8 \ud0c4\uc18c \ud3ec\uc9d1 \uc2dc\uc124\ub85c, \uace0\ubc30\ucd9c \uc0b0\uc5c5 \uc751\uc6a9 \ubd84\uc57c\uc5d0\uc11c CCS \uae30\uc220\uc758 \uc0c1\uc5c5\uc801 \ud0c0\ub2f9\uc131\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc804 \uc138\uacc4 \ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5(CCS) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. CCS\ub294 \ud654\uc11d \uc5f0\ub8cc\ub97c \uc0ac\uc6a9\ud558\ub294 \ubc1c\uc804 \ubc0f \uc2dc\uba58\ud2b8, \ucca0\uac15, \ud654\ud559 \uc0b0\uc5c5\uacfc \uac19\uc740 \uc0b0\uc5c5 \uacf5\uc815\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uc774\uc0b0\ud654\ud0c4\uc18c \ubc30\ucd9c\ub7c9\uc758 \ucd5c\ub300 90%\ub97c \ud3ec\uc9d1\ud558\uc5ec \ub300\uae30 \uc911\uc73c\ub85c\uc758 \ubc30\ucd9c\uc744 \ubc29\uc9c0\ud558\ub294 \ud575\uc2ec \uae30\uc220\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uaddc\ubaa8:<br \/>\n\uc804 \uc138\uacc4 CCS \uc2dc\uc7a5\uc740 2026\ub144 31\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uc5d0\ub294 60\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc138\ub97c \ub098\ud0c0\ub0c5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220\ubcc4 \ubd84\uc11d:<br \/>\n\uc2dc\uc7a5\uc740 \ud06c\uac8c \uc5f0\uc18c \uc804 \ud3ec\uc9d1(Pre-combustion Capture), \uc5f0\uc18c \ud6c4 \ud3ec\uc9d1(Post-combustion Capture), \uc21c\uc0b0\uc18c \uc5f0\uc18c \ud3ec\uc9d1(Oxy-fuel Combustion Capture) \uae30\uc220\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4. \uc774 \uc911 \uc5f0\uc18c \uc804 \ud3ec\uc9d1 \uae30\uc220\uc740 \uc218\uc18c \ubc0f \uac00\uc2a4\ud654 \uacf5\uc815\uacfc\uc758 \ud1b5\ud569\uc73c\ub85c \uc778\ud574 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 81.45%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4 \ubd84\uc11d:<br \/>\n\uc8fc\uc694 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\uc73c\ub85c\ub294 \uc11d\uc720 \ubc0f \uac00\uc2a4, \uc11d\ud0c4 \ubc0f \ubc14\uc774\uc624\ub9e4\uc2a4 \ubc1c\uc804\uc18c, \ucca0\uac15, \uc2dc\uba58\ud2b8, \ud654\ud559 \uc0b0\uc5c5\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ud654\ud559 \ubd80\ubb38\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 25.12%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(\uc911\uad6d, \uc778\ub3c4, \uc77c\ubcf8, \ud638\uc8fc, \ud55c\uad6d \ub4f1), \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \uc720\ub7fd(\ub3c5\uc77c, \uc601\uad6d, \ud504\ub791\uc2a4, \ub178\ub974\uc6e8\uc774, \ub124\ub35c\ub780\ub4dc, \ub7ec\uc2dc\uc544 \ub4f1), \ub0a8\ubbf8(\ube0c\ub77c\uc9c8, \uc544\ub974\ud5e8\ud2f0\ub098), \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74(\uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, \ub0a8\uc544\ud504\ub9ac\uce74 \ub4f1) \ub4f1 \uc8fc\uc694 \uc9c0\uc5ed\uc758 12\uac1c\uad6d \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \uc720\ub7fd\uc740 EU ETS(\ubc30\ucd9c\uad8c \uac70\ub798\uc81c) \ubc0f \ud601\uc2e0 \uae30\uae08\uacfc \uac19\uc740 \uac15\ub825\ud55c \uc815\ucc45 \uc218\ub2e8\uacfc \ub178\ub974\uc6e8\uc774\uc758 Northern Lights\uc640 \uac19\uc740 \uc8fc\uc694 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ud798\uc785\uc5b4 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 26.05%\uc758 \uac00\uc7a5 \ub192\uc740 \uc9c0\uc5ed\ubcc4 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<br \/>\nCCS \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 CO\u2082\ub97c \ud65c\uc6a9\ud55c \uc11d\uc720 \ud68c\uc218 \uc99d\uc9c4(CO\u2082-EOR) \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00, \ud0c4\uc18c \uac00\uaca9 \ucc45\uc815 \ubc0f \ubc30\ucd9c\uad8c \uac70\ub798\uc81c(ETS) \uc81c\ub3c4\uc758 \ud655\ub300, \uad6d\uac00\ubcc4 \uc21c\ubc30\ucd9c \uc81c\ub85c(Net-Zero) \ubc95\uaddc\uc758 \uac15\ud654, \uc800\ud0c4\uc18c \ud569\uc131 \uc5f0\ub8cc \ud504\ub85c\uc81d\ud2b8\uc758 \uaddc\ubaa8 \ud655\ub300, \uadf8\ub9ac\uace0 \uc9c1\uc811 \uacf5\uae30 \ud3ec\uc9d1(DAC) \uc2dc\uc124 \uad6c\ucd95\uc5d0 \ub530\ub978 CO\u2082 \uc800\uc7a5 \ud544\uc694\uc131 \uc99d\ub300\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n\ubc18\uba74, CCS \ud50c\ub79c\ud2b8\uc758 \ub192\uc740 \ucd08\uae30 \ud22c\uc790(CAPEX) \ubc0f \uc6b4\uc601 \ube44\uc6a9(OPEX), \ube44\uc6a9 \ud6a8\uc728\uc131\uc774 \ub192\uc544\uc9c0\ub294 \uc7ac\uc0dd\uc5d0\ub108\uc9c0\uc758 \ub9e4\ub825 \uc99d\ub300, \uadf8\ub9ac\uace0 \uc721\uc0c1 CO\u2082 \ud30c\uc774\ud504\ub77c\uc778 \uac74\uc124\uc5d0 \ub300\ud55c \ub300\uc911\uc758 \ubc18\ub300 \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \uae30\ud68c:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud55c \uacbd\uc7c1 \ud658\uacbd\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uba70, Air Liquide, Aker Solutions, Exxon Mobil Corporation, MITSUBISHI HEAVY INDUSTRIES, LTD., Shell plc \ub4f1 \uc8fc\uc694 22\uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub610\ud55c, \uc2dc\uc7a5\uc758 \ubbf8\uac1c\ucc99 \uc601\uc5ed\uacfc \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc744 \ud3c9\uac00\ud558\uc5ec \ubbf8\ub798 \uc2dc\uc7a5 \uae30\ud68c\uc640 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 CCS \uc2dc\uc7a5\uc758 \uc804\ubc18\uc801\uc778 \uc774\ud574\ub97c \ub3d5\uace0, \uae30\uc220, \uc0b0\uc5c5, \uc9c0\uc5ed\ubcc4 \uc138\ubd84\ud654\ub41c \ubd84\uc11d\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc774 \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \ud544\uc694\ud55c \uc2ec\uce35\uc801\uc778 \uc815\ubcf4\ub97c \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-47644","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\/47644"}],"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=47644"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/47644\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=47644"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=47644"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=47644"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}