{"id":47830,"date":"2026-02-19T23:09:33","date_gmt":"2026-02-19T23:09:33","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/soda-ash-market-mordor\/"},"modified":"2026-09-25T04:17:55","modified_gmt":"2026-09-24T19:17:55","slug":"soda-ash-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/soda-ash-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc18c\ub2e4\ud68c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025\ub144 &#8211; 2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/soda-ash-market-1754383466951-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\/soda-ash-market-size-image-1756105283568.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 \ud3c9\ud310, \ucee8\ud14c\uc774\ub108 \ubc0f \ud0dc\uc591\uad11 \uc720\ub9ac \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc2e0\ud765 \uacbd\uc81c\uad6d\uc758 \ubd84\ub9d0 \uc138\uc81c \ud68c\ubcf5<\/li>\n<li class=\"toc-level-3\">4.2.3 \ud0c4\uc0b0\ub9ac\ud2ac(EV \ubc30\ud130\ub9ac) \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud569\uc131 \uc18c\ub2e4\ud68c\uc5d0\uc11c \ucc9c\uc5f0 \uc18c\ub2e4\ud68c\ub85c\uc758 \uc804\ud658 (ESG, \ube44\uc6a9)<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc2e0\ud765 \ub098\ud2b8\ub968 \uc774\uc628 \ubc0f \uc5f4 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc6a9\ub3c4<\/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 \ub192\uc740 CO\u2082 \ubc30\ucd9c\ub7c9 \ubc0f \uac15\ud654\ub418\ub294 \ubc30\ucd9c \uaddc\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.2 \ubd88\uc548\uc815\ud55c \ud2b8\ub85c\ub098 \/ \uc5d0\ub108\uc9c0 \/ \uc6b4\uc1a1 \uac00\uaca9<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc911\uad6d \ubc0f \ud280\ub974\ud0a4\uc608\uc758 \uac00\uaca9 \uc555\ub825\uc73c\ub85c \uc778\ud55c \uae00\ub85c\ubc8c \uacfc\uc789 \uc0dd\uc0b0 \ub2a5\ub825<\/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 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\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 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uacbd\uc9c8 \uc18c\ub2e4\ud68c<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc911\uc9c8 \uc18c\ub2e4\ud68c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucd9c\ucc98\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ucc9c\uc5f0 (\ud2b8\ub85c\ub098 \uae30\ubc18)<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud569\uc131 (\uc194\ubca0\uc774, \ud5c8\uc6b0, \uc774\uc911 \uacf5\uc815)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc6a9\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc720\ub9ac \uc81c\uc870<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc138\uc81c \ubc0f \ube44\ub204<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud654\ud559 \ucc98\ub9ac<\/li>\n<li class=\"toc-level-3\">5.3.4 \ud384\ud504 \ubc0f \uc81c\uc9c0<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc57c\uae08 (\uad11\uc11d \uc81c\ub828 \ubc0f \ud0c8\ud669)<\/li>\n<li class=\"toc-level-3\">5.3.6 \uc218\ucc98\ub9ac<\/li>\n<li class=\"toc-level-3\">5.3.7 \uc2dd\ud488 \ubc0f \uc74c\ub8cc \uac00\uacf5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uac74\ucd95 \ubc0f \uac74\uc124<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud654\ud559<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc12c\uc720<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc2dd\ud488 \ubc0f \uc74c\ub8cc<\/li>\n<li class=\"toc-level-3\">5.4.6 \uc2e0\uc7ac\uc0dd \uc5d0\ub108\uc9c0 (\ud0dc\uc591\uad11 PV \uc720\ub9ac, \ubc30\ud130\ub9ac)<\/li>\n<li class=\"toc-level-3\">5.4.7 \uc804\uc790 \ubc0f \uc804\uae30<\/li>\n<li class=\"toc-level-3\">5.4.8 \uc758\ub8cc \ubc0f \uc81c\uc57d<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.5.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.5.1.6 \ud638\uc8fc \ubc0f \ub274\uc9c8\ub79c\ub4dc<\/li>\n<li class=\"toc-level-4\">5.5.1.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.2 \ubd81\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uba55\uc2dc\ucf54<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd\n<ul>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uce60\ub808<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.5.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.5 \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, \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5, \ud569\uc791 \ud22c\uc790, \uae30\uc220)<\/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, \uac00\uc6a9 \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 &amp; \uc11c\ube44\uc2a4, \ucd5c\uadfc \ub3d9\ud5a5 \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 ANSAC (American Natural Soda Ash Corp.)<\/li>\n<li class=\"toc-level-3\">6.4.2 Botswana Ash South Africa (PTY) Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.3 Genesis Energy<\/li>\n<li class=\"toc-level-3\">6.4.4 GHCL Limited<\/li>\n<li class=\"toc-level-3\">6.4.5 Inner Mongolia Yuanxing Energy<\/li>\n<li class=\"toc-level-3\">6.4.6 NIRMA<\/li>\n<li class=\"toc-level-3\">6.4.7 QEMETICA<\/li>\n<li class=\"toc-level-3\">6.4.8 Shandong Haihua Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 \u015ei\u015fecam<\/li>\n<li class=\"toc-level-3\">6.4.10 Solvay<\/li>\n<li class=\"toc-level-3\">6.4.11 TANGSHAN SANYOU CHEMICAL INDUSTRIES CO., LTD.<\/li>\n<li class=\"toc-level-3\">6.4.12 Tata Chemicals Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 Tronox Holdings Plc.<\/li>\n<li class=\"toc-level-3\">6.4.14 We Soda Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Yidu Huaxun Intelligent Conveyor Co.,Ltd<\/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 &amp; \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc18c\ub2e4\ud68c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030)<\/p>\n<p># \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \ud1b5\uacc4<\/p>\n<p>\uc18c\ub2e4\ud68c \uc2dc\uc7a5\uc740 2025\ub144 199\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ucd94\uc815\ub418\uba70, 2030\ub144\uc5d0\ub294 232\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04(2025-2030\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 3.12%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc774 \ub420 \uac83\uc73c\ub85c \ubcf4\uc774\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud560 \uac83\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc73c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc18c\ub2e4\ud68c \uc2dc\uc7a5\uc740 \uc720\ud615(\uacbd\ud68c, \uc911\ud68c), \uacf5\uae09\uc6d0(\ucc9c\uc5f0(\ud2b8\ub85c\ub098 \uae30\ubc18), \ud569\uc131(\uc194\ubca0\uc774, \ud638\uc6b0, \uc774\uc911 \uacf5\uc815)), \uc6a9\ub3c4(\uc720\ub9ac \uc81c\uc870, \uc138\uc81c \ubc0f \ube44\ub204 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uac74\ucd95 \ubc0f \uac74\uc124, \uc790\ub3d9\ucc28 \ub4f1) \ubc0f \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8 \ub4f1)\ubcc4\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ub3d9\ud5a5<\/p>\n<p>\uc18c\ub2e4\ud68c \uc2dc\uc7a5\uc740 \ud310\uc720\ub9ac \ubc0f \uc6a9\uae30 \uc720\ub9ac, \ubd84\ub9d0 \uc138\uc81c \ub4f1 \uae30\uc874 \uc218\uc694\uc758 \uc548\uc815\uc801\uc778 \uae30\ubc18 \uc704\uc5d0 \ud0dc\uc591\uad11 \uc720\ub9ac, \ud0c4\uc0b0\ub9ac\ud2ac \uce68\uc804, \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \ub4f1 \uc0c8\ub85c\uc6b4 \ud558\ubc29 \uc0b0\uc5c5 \uae30\ud68c\ub85c \uc778\ud574 \uc131\uc7a5 \ubaa8\uba58\ud140\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud0c4\uc18c \uc9d1\uc57d\uc801\uc778 \uc194\ubca0\uc774 \ubc0f \ud638\uc6b0 \uacf5\uc815\uc5d0 \ub300\ud55c \ud658\uacbd \uaddc\uc81c\uac00 \uac15\ud654\ub418\uba74\uc11c, \uc640\uc774\uc624\ubc0d \uadf8\ub9b0 \ub9ac\ubc84 \ubd84\uc9c0\uc640 \ud280\ub974\ud0a4\uc608\uc758 \uc6a9\uc561 \ucc44\uad74 \ub9e4\uc7a5\uc9c0\uc5d0\uc11c \uc0dd\uc0b0\ub418\ub294 \uc800\ud0c4\uc18c \ud2b8\ub85c\ub098 \uae30\ubc18 \uc0dd\uc0b0\uc73c\ub85c\uc758 \uad6c\uc870\uc801 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ucc9c\uc5f0 \uc18c\ub2e4\ud68c \uc0dd\uc0b0\uc790\ub4e4\uc758 \ube44\uc6a9 \uc6b0\uc704\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>WE Soda\uc758 Genesis Alkali \uc778\uc218\uc640 \uac19\uc740 \ud569\ubcd1\uc744 \ud1b5\ud55c \uacf5\uae09 \ud569\ub9ac\ud654\ub294 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \uc555\ucd95\ud558\uace0 \uc788\uc73c\uba70, \ud0dc\uc591\uad11 \uc720\ub9ac \uc218\uc694 \uc99d\uac00\ub85c \uc911\ud68c \uacf5\uae09\uc774 \ud0c0\uc774\ud2b8\ud574\uc9c0\ub294 \uc2dc\uc810\uc5d0\uc11c \uac00\uaca9 \uaddc\uc728\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4, \ub3d9\ub0a8\uc544\uc2dc\uc544, \uac78\ud504 \uc9c0\uc5ed \uc804\ubc18\uc758 \uc778\ud504\ub77c \uc9c0\ucd9c \uc99d\uac00\ub294 \uac74\ucd95\uc6a9 \uc720\ub9ac \uc218\uc694\ub97c \ub354\uc6b1 \ucd09\uc9c4\ud558\uc5ec \uc18c\ub2e4\ud68c \uc2dc\uc7a5\uc774 \uae00\ub85c\ubc8c \uac74\uc124 \uc8fc\uae30\uc640 \ubc00\uc811\ud558\uac8c \uc5f0\uad00\ub418\uc5b4 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d:<br \/>\n*   \uc720\ud615\ubcc4: \uc911\ud68c\uac00 2024\ub144 \uc18c\ub2e4\ud68c \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 57.78%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uacbd\ud68c\ub294 2030\ub144\uae4c\uc9c0 3.89%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uacf5\uae09\uc6d0\ubcc4: \ud569\uc131 \uacf5\uc7a5\uc774 2024\ub144 \ub9e4\ucd9c \uc810\uc720\uc728\uc758 61.12%\ub97c \uc720\uc9c0\ud588\uc9c0\ub9cc, \ucc9c\uc5f0 \ucd94\ucd9c\uc740 2025-2030\ub144 \ub3d9\uc548 4.12%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6a9\ub3c4\ubcc4: \uc720\ub9ac \uc81c\uc870\uac00 2024\ub144 \ub9e4\ucd9c\uc758 51.65%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc73c\uba70, \uc218\ucc98\ub9ac\ub294 2030\ub144\uae4c\uc9c0 4.94%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc138\ub97c \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: \uac74\ucd95 \ubc0f \uac74\uc124\uc774 2024\ub144 \ub9e4\ucd9c\uc758 37.78%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc73c\uba70, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ucd5c\uc885 \uc6a9\ub3c4\ub294 2030\ub144\uae4c\uc9c0 5.10%\uc758 CAGR\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2024\ub144 \uc18c\ube44\ub7c9\uc758 43.12%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub294 \uc804\ub9dd \uae30\uac04 \ub3d9\uc548 3.78%\uc758 CAGR\ub85c \uc18c\ub2e4\ud68c \uc2dc\uc7a5 \uc810\uc720\uc728\uc5d0\uc11c \uac00\uc7a5 \ube60\ub978 \ud655\uc7a5\uc744 \uc57d\uc18d\ud569\ub2c8\ub2e4.<\/p>\n<p># \uae00\ub85c\ubc8c \uc18c\ub2e4\ud68c \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825:<\/p>\n<p>1.  \ud310\uc720\ub9ac, \uc6a9\uae30 \uc720\ub9ac \ubc0f \ud0dc\uc591\uad11 \uc720\ub9ac \uc218\uc694 \uae09\uc99d:<br \/>\n    *   \uae00\ub85c\ubc8c \ud0dc\uc591\uad11 \ubc1c\uc804 \uc124\ube44 \uc99d\uac00\ub294 \uc6d0\uc790\uc7ac \ud750\ub984\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 1GW\uc758 \uc0c8\ub85c\uc6b4 \ud0dc\uc591\uad11 \uc6a9\ub7c9\ub9c8\ub2e4 \uc57d 75kt\uc758 \ucd08\ud22c\uba85 \uc720\ub9ac\uac00 \ud544\uc694\ud558\uba70, \uc774\ub294 \uc18c\ub2e4\ud68c \uc21c\ub3c4 \uc0ac\uc591\uc744 \ub192\uc774\uace0 \uc911\ud68c \uacf5\uae09\uc758 \uac00\uaca9 \ucc28\uc774\ub97c \ud655\ub300\ud569\ub2c8\ub2e4.<br \/>\n    *   \uc74c\ub8cc \ubc0f \uc81c\uc57d \ud3ec\uc7a5 \uc0b0\uc5c5\uc5d0\uc11c \uc77c\ud68c\uc6a9 \ud50c\ub77c\uc2a4\ud2f1 \ub300\uc2e0 \ubb34\ud55c \uc7ac\ud65c\uc6a9 \uac00\ub2a5\ud55c \uc720\ub9ac\ub97c \uc120\ud638\ud558\ub294 \uacbd\ud5a5\uc774 \uc6a9\uae30 \uc720\ub9ac \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n    *   \uc790\ub3d9\ucc28 \uc720\ub9ac \uc5c5\uadf8\ub808\uc774\ub4dc\uc640 \uc800\ubc29\uc0ac\uc728 \uac74\ucd95 \uc678\uad00\uc740 \uc5d0\ub108\uc9c0 \uc808\uc57d \ucf54\ud305\uc744 \ud1b5\ud569\ud558\uc5ec \uae30\uc874 \uc81c\ud615 \ub300\ube44 \uc81c\uacf1\ubbf8\ud130\ub2f9 \uc18c\ub2e4\ud68c \uc0ac\uc6a9\ub7c9\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n    *   \uc774\ub7ec\ud55c \uc694\uc18c\ub4e4\uc740 \uc804 \uc138\uacc4 \uc18c\ub2e4\ud68c \ubb3c\ub7c9\uc758 \uc808\ubc18 \uc774\uc0c1\uc744 \uc720\ub9ac \uac00\uce58 \uc0ac\uc2ac\uc5d0 \ubb36\uc5b4\ub450\uc5b4, \uc18c\ub2e4\ud68c \uc2dc\uc7a5\uc774 \uc720\ub9ac \ud22c\uc790 \uc8fc\uae30\uc5d0 \ubbfc\uac10\ud558\uac8c \ubc18\uc751\ud558\ub3c4\ub85d \ub9cc\ub4ed\ub2c8\ub2e4.<\/p>\n<p>2.  \uc2e0\ud765 \uacbd\uc81c\uad6d\uc758 \ubd84\ub9d0 \uc138\uc81c \uc218\uc694 \ud68c\ubcf5:<br \/>\n    *   \uc778\ub3c4, \uc778\ub3c4\ub124\uc2dc\uc544, \ub098\uc774\uc9c0\ub9ac\uc544 \ub4f1 \uc2e0\ud765\uad6d\uc5d0\uc11c \uc790\ub3d9 \uc138\ud0c1\uae30 \ubcf4\uae09\ub960\uc774 \uc99d\uac00\ud558\uba74\uc11c \uacbd\uc218 \uc9c0\uc5ed\uc5d0\uc11c \uc561\uccb4 \uc138\uc81c\ubcf4\ub2e4 \uc131\ub2a5\uc774 \uc6b0\uc218\ud55c \uace0\uc54c\uce7c\ub9ac\uc131 \ubd84\ub9d0 \uc138\uc81c\uc5d0 \ub300\ud55c \uc18c\ub2e4\ud68c \uc218\uc694\uac00 \ubd80\ud65c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ud604\uc9c0 \uc81c\uc870\uc0ac\ub4e4\uc740 \ub2e8\uc704\ub2f9 \uc18c\ub2e4\ud68c \ud568\ub7c9\uc774 \ub192\uc740 \uace0\ubc00\ub3c4 \ubd84\ub9d0 \ucabd\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc8fc\uc694 \uc138\uc81c \ud68c\uc0ac\ub4e4\uc758 \uc218\uc9c1 \ud1b5\ud569 \uc778\uc13c\ud2f0\ube0c\ub97c \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n    *   \ub3c4\uc2dc\ud654\ub294 \ube0c\ub79c\ub4dc \ud504\ub9ac\ubbf8\uc5c4\ud654\ub97c \uc9c0\uc6d0\ud558\uc9c0\ub9cc, \ub18d\ucd0c \uc9c0\uc5ed\uc5d0\uc11c\ub294 \uc5ec\uc804\ud788 \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \uc911\uc2dc\ud558\uc5ec \uc18c\ub2e4\ud68c\ub97c \uc81c\uc62c\ub77c\uc774\ud2b8 \uacbd\ub3c4\ub97c \uc0c1\uc1c4\ud558\ub294 \uc120\ud638\ub418\ub294 pH \uc870\uc808\uc81c\ub85c \uace0\uc815\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>3.  \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc(EV \ubc30\ud130\ub9ac) \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300:<br \/>\n    *   \ub124\ubc14\ub2e4\uc758 \ud0dc\ucee4 \ud328\uc2a4\ubd80\ud130 \uce60\ub808\uc758 \ub9c8\ub9ac\ucff5\uac00\uc5d0 \uc774\ub974\ub294 \ubc30\ud130\ub9ac \ub4f1\uae09 \ub9ac\ud2ac \ud504\ub85c\uc81d\ud2b8\ub294 \ud669\uc0b0 \ub85c\uc2a4\ud305\uc744 \ud53c\ud558\uace0 \uc18c\ub2e4 \uce68\uc804 \uacbd\ub85c\ub97c \uc911\uc2ec\uc73c\ub85c \uacf5\uc815 \ud750\ub984\uc744 \uc124\uacc4\ud558\uc5ec \uc790\ubcf8 \uc9c0\ucd9c\uacfc \ud0c4\uc18c \uc9d1\uc57d\ub3c4\ub97c \ucd5c\ub300 45%\uae4c\uc9c0 \uc808\uac10\ud569\ub2c8\ub2e4.<br \/>\n    *   SQM\ub9cc \ud574\ub3c4 \uc544\ud0c0\uce74\ub9c8 \uc5fc\ud638 \uc5fc\uc218\uc5d0\uc11c \ub9e4\ub144 \uc57d 40\ub9cc \ud1a4\uc758 \uc911\ud68c \uc18c\ub2e4\ud68c\ub97c \uc0ac\uc6a9\ud558\uba70, \uc7a5\uae30 \uacc4\uc57d\uc744 \ud1b5\ud574 \uacf5\uae09 \uc5f0\uc18d\uc131\uc744 \ud655\ubcf4\ud558\uace0 \ud504\ub9ac\ubbf8\uc5c4 \uacc4\uc57d \uac00\uaca9\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<br \/>\n    *   \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \uc778\uc13c\ud2f0\ube0c\ub294 \uc591\uadf9\uc7ac \uacf5\uc7a5\uc744 \ucd5c\uc885 \uc2dc\uc7a5\uc5d0 \ub354 \uac00\uae5d\uac8c \uc720\ub3c4\ud558\uc5ec \uc640\uc774\uc624\ubc0d\uc5d0\uc11c \ubd81\ubbf8 \uc18c\ub2e4\ud68c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n    *   \uc774\ub7ec\ud55c \uc57c\uae08\ud559\uc801 \uc21c\ud48d\uc740 \uc18c\ub2e4\ud68c \uc2dc\uc7a5\uc774 \ub9e4\ub825\uc801\uc778 \ub2e8\uc704 \ub9c8\uc9c4\uc744 \ub3d9\ubc18\ud558\ub294 \uace0\uc21c\ub3c4 \ubb3c\ub7c9 \uc99d\uac00\ub97c \uc704\ud55c \uc704\uce58\ub97c \ud655\ubcf4\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p>4.  \uc2e0\ud765 \ub098\ud2b8\ub968 \uc774\uc628 \ubc0f \uc5f4 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc6a9\ub3c4:<br \/>\n    *   CATL \ubc0f Faradion\uc758 \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc81c\ud488\uc740 \ubc30\ud130\ub9ac \ub4f1\uae09 \ud0c4\uc0b0\ub098\ud2b8\ub968\uc744 \uc804\uad6c\uccb4\ub85c \ud544\uc694\ub85c \ud558\uba70, 2027\ub144 \uc774\ud6c4 \uc7a0\uc7ac\uc801\uc73c\ub85c \uc0c1\ub2f9\ud55c \uc2e0\uaddc \uc218\uc694\ub97c \ucc3d\ucd9c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc2a4\ud398\uc778\uacfc \ubbf8\uad6d\uc758 \uc9d1\uc911\ud615 \ud0dc\uc591\uc5f4 \ubc1c\uc804 \ud504\ub85c\uc81d\ud2b8\ub294 \uc18c\ub2e4\ud68c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc735\uc810\uc744 \ub192\uc774\uace0 \uc0ac\uc774\ud074 \uc548\uc815\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \ud0c4\uc0b0\uc5fc \uc5fc \uc5f4 \uc800\uc7a5 \ud63c\ud569\ubb3c\uc744 \uc2dc\ud5d8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ucd08\uae30 \ubb3c\ub7c9\uc740 \uc801\uc9c0\ub9cc, \ucd08\uae30 \uc131\ub2a5 \uacb0\uacfc\ub294 \uc218 \uae30\uac00\uc640\ud2b8 \uaddc\ubaa8\uc758 \uac1c\ubc1c \ud30c\uc774\ud504\ub77c\uc778\uc774 \uc0c1\ud488 \ub4f1\uae09 \uc774\uc0c1\uc758 \uac00\uaca9\uc744 \uc694\uad6c\ud558\ub294 \uc0c8\ub85c\uc6b4 \ud2b9\uc218 \uc218\uc694\ub97c \uc5f4 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<\/p>\n<p>1.  \ub192\uc740 CO\u2082 \ubc30\ucd9c\ub7c9 \ubc0f \uac15\ud654\ub418\ub294 \ubc30\ucd9c \uaddc\uc81c:<br \/>\n    *   EU \ubc30\ucd9c\uad8c \uac70\ub798\uc81c(ETS)\uc5d0 \ub530\ub77c \uc18c\ub2e4\ud68c \uacf5\uc7a5\uc740 \ubc30\ucd9c\ub418\ub294 CO\u2082 \ud1a4\ub2f9 \ubc30\ucd9c\uad8c\uc744 \uad6c\ub9e4\ud574\uc57c \ud558\ubbc0\ub85c, \uc194\ubca0\uc774 \uacf5\uc815\uc758 \ub9c8\uc9c4\uc774 \uae09\uaca9\ud788 \uce68\uc2dd\ub418\uace0 \uc0dd\uc0b0 \ub2a5\ub825 \ucd95\uc18c\ub97c \uc7a5\ub824\ud569\ub2c8\ub2e4.<br \/>\n    *   \uc720\ub9ac \uc0dd\uc0b0\uc790\ub4e4\uc740 \ud0c4\uc0b0\ub098\ud2b8\ub968\uc774 \uc6a9\uad11\ub85c \ub0b4\ubd80\uc5d0\uc11c \ud0c8\ud0c4\uc0b0\ud654\ub418\uae30 \ub54c\ubb38\uc5d0 \ub3d9\uc2dc\uc5d0 \uc2a4\ucf54\ud504-1 \ubd80\uacfc\uae08\uc5d0 \uc9c1\uba74\ud558\uc5ec \uac00\uce58 \uc0ac\uc2ac \uc804\ubc18\uc5d0 \uac78\uccd0 \ud0c4\uc18c \uaddc\uc81c \ubd80\ub2f4\uc774 \ub450 \ubc30\uac00 \ub429\ub2c8\ub2e4.<br \/>\n    *   \ud0c4\uc18c \ud3ec\uc9d1 \uae30\uc220\uc740 \uc720\ub9dd\ud558\uc9c0\ub9cc, \uc5f0\uac04 1Mt \uc6a9\ub7c9\ub2f9 \uc57d 1\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\ub294 \ub192\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4\ub294 \ud2b9\ud788 \uc911\uc18c \uaddc\ubaa8 \uc544\uc2dc\uc544 \uae30\uc5c5\uc758 \uc7ac\ubb34 \uac74\uc804\uc131\uc744 \uc555\ubc15\ud569\ub2c8\ub2e4.<\/p>\n<p>2.  \uc911\uad6d \ubc0f \ud280\ub974\ud0a4\uc608\uc758 \uacfc\uc789 \uc0dd\uc0b0 \ub2a5\ub825\uc73c\ub85c \uc778\ud55c \uac00\uaca9 \uc555\ub825:<br \/>\n    *   \uc911\uad6d\uc758 \uacf5\uaca9\uc801\uc778 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc740 2024\ub144 \uad6d\ub0b4 \uc218\uc694\ub97c \ucd08\uacfc\ud558\uc5ec \ub3d9\ub0a8\uc544\uc2dc\uc544 \ubc0f \ub0a8\uc544\uc2dc\uc544\ub85c\uc758 \uc218\ucd9c\uc744 \ucd09\uc9c4\ud588\uc73c\uba70, \uc774\ub294 \uc9c0\uc5ed \ud50c\ub808\uc774\uc5b4\ub4e4\uc758 \uac00\uaca9\uc744 \uae4e\uc544\ub0b4\ub9ac\ub294 \ub9c8\uc9c4 \uac00\uaca9\uc73c\ub85c \uc774\uc5b4\uc84c\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ud280\ub974\ud0a4\uc608\uc758 \uce74\uc794 \ubc0f \uc5d0\ud2f0 \uc2dc\uc124\uc740 2025\ub144\uc5d0 2Mt\uc758 \uc6a9\uc561 \ucc44\uad74 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd94\uac00\ud558\uc5ec \uc720\ub7fd \ubc0f \ubd81\uc544\ud504\ub9ac\uce74\ub97c \uaca8\ub0e5\ud55c \ud604\ubb3c \uc2dc\uc7a5\uc744 \ub354\uc6b1 \ud3ec\ud654\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4.<br \/>\n    *   \uadf8 \uacb0\uacfc \ubc1c\uc0dd\ud558\ub294 \ud560\uc778 \ud658\uacbd\uc740 \uc790\uccb4 \uc6d0\uc790\uc7ac \uc790\uc6d0\uc774 \ubd80\uc871\ud55c \uacf5\uc7a5\ub4e4\uc744 \uc555\ubc15\ud558\uc5ec \uc0dd\uc0b0 \ucd95\uc18c \ub610\ub294 \ubc29\uc5b4\uc801 \uc81c\ud734\ub97c \uac15\uc694\ud569\ub2c8\ub2e4. \ud574\uc0c1 \uc6b4\uc784 \ubcc0\ub3d9\uc131\uc740 \ub3c4\ucc29 \ube44\uc6a9 \uaca9\ucc28\ub97c \uc545\ud654\uc2dc\ucf1c \uc6b4\uc784 \uae09\ub4f1 \uc2dc \uc6d0\uac70\ub9ac \ud569\uc131 \uacf5\uae09\uc5c5\uccb4\uc758 \uad6c\uc870\uc801 \uacbd\uc7c1\ub825\uc744 \uc57d\ud654\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>\uc720\ud615\ubcc4: \uc911\ud68c\uac00 \ub300\ub7c9 \uc720\ub9ac \uc218\uc694\ub97c \uacac\uc778<br \/>\n\uc911\ud68c\ub294 2024\ub144 \uc18c\ub2e4\ud68c \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 57.78%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc774\ub294 \uc5f0\uc18d \ud310\uc720\ub9ac \uc6a9\uad11\ub85c \uc791\ub3d9\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc6b0\uc218\ud55c \ucde8\uae09 \ud2b9\uc131\uacfc \ub0ae\uc740 \ubd84\uc9c4 \ubc30\ucd9c\ub7c9\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \ub192\uc740 \ubc8c\ud06c \ubc00\ub3c4\ub294 \ud65c\uc131 \ud1a4\ub2f9 \uc6b4\uc1a1 \ube44\uc6a9\uc744 \ub0ae\ucdb0 \ubb3c\ub958 \ud6a8\uc728\uc131\uc744 \ub192\uc774\uba70, \uc774\ub294 \ucee8\ud14c\uc774\ub108 \ubd80\uc871\uc73c\ub85c \uc6b4\uc1a1 \ud504\ub9ac\ubbf8\uc5c4\uc774 \uc0c1\uc2b9\ud558\ub294 \uc2dc\uae30\uc5d0 \uacb0\uc815\uc801\uc778 \uc774\uc810\uc785\ub2c8\ub2e4. \uacbd\ud68c\ub294 2030\ub144\uae4c\uc9c0 3.89%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \ube60\ub978 \uc6a9\ud574\uc131\uc774 \uacf5\uc815 \uacbd\uc81c\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \ub3c4\uc2dc \uc218\ucc98\ub9ac \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \uc218\uc694\ub97c \ud3ec\ucc29\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub9ac \uc6a9\uad11\ub85c\ub294 \ubaa9 \ub9c9\ud798\uc744 \ubc29\uc9c0\ud558\uae30 \uc704\ud574 \uc77c\uad00\ub41c \uc785\ub3c4 \ubd84\ud3ec\ub97c \uc694\uad6c\ud558\uba70, \uba85\ubaa9\uc0c1 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc911\ud68c\uc758 \uc785\uc9c0\ub97c \ud655\uace0\ud788 \ud569\ub2c8\ub2e4.<\/p>\n<p>\uacf5\uae09\uc6d0\ubcc4: \ucc9c\uc5f0 \ucd94\ucd9c\uc774 \ud0c4\uc18c \ube44\uc6a9 \uc6b0\uc704 \ud655\ubcf4<br \/>\n\ud569\uc131 \uc2dc\uc124\uc740 2024\ub144 \ub9e4\ucd9c \uc810\uc720\uc728\uc758 61.12%\ub97c \uc720\uc9c0\ud588\uc9c0\ub9cc, \ucc9c\uc5f0 \uacf5\uae09\uc5c5\uccb4\ub294 ESG \uc870\ub2ec \uc758\ubb34\uc640 \uc5d0\ub108\uc9c0 \uac00\uaca9 \ube44\ub300\uce6d\uc131 \ub355\ubd84\uc5d0 4.12%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ucc9c\uc5f0 \ub4f1\uae09 \uc18c\ub2e4\ud68c \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc720\ud2f8\ub9ac\ud2f0 \ubc0f \uc720\ub9ac \uc81c\uc870\uc5c5\uccb4\uac00 \uc2a4\ucf54\ud504-3 \ubaa9\ud45c\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \uc800\ud0c4\uc18c \uc6d0\uc790\uc7ac\ub97c \uc870\ub2ec\ud568\uc5d0 \ub530\ub77c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc640\uc774\uc624\ubc0d \uadf8\ub9b0 \ub9ac\ubc84 \ubd84\uc9c0\uc758 \ud2b8\ub85c\ub098 \uc790\uc6d0\uc740 \uc218\uc138\uae30 \ub3d9\uc548 \uae00\ub85c\ubc8c \uc218\uc694\ub97c \ucda9\uc871\uc2dc\ud0ac \uc218 \uc788\uc5b4, \uc218\uc785 \uc758\uc874\ub3c4\uac00 \ub192\uc740 \uc720\ub7fd \uad6c\ub9e4\uc790\ub4e4\uc5d0\uac8c \uacf5\uae09 \ubcf4\uc548\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud569\uc131 \uc0dd\uc0b0\uc790\ub4e4\uc740 \ud0c4\uc18c \ubd80\uacfc\uae08 \ubc0f \uc6d0\ub8cc \ubcc0\ub3d9\uc131 \uc99d\uac00\uc5d0 \uc9c1\uba74\ud558\uc5ec, 2030\ub144\uae4c\uc9c0 50% \ubc30\ucd9c\ub7c9 \uac10\ucd95\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 \uc194\ubca0\uc774\uc758 \uc804\uae30\uac00\ub9c8\uc640 \uac19\uc740 \uac1c\uc870 \ud504\ub85c\uadf8\ub7a8\uc744 \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc6a9\ub3c4\ubcc4: \uc720\ub9ac \uc81c\uc870\uac00 \uc9c0\ubc30\uc801, \uc218\ucc98\ub9ac \uac00\uc18d\ud654<br \/>\n\uc720\ub9ac \uc81c\uc870\ub294 2024\ub144 \ub9e4\ucd9c\uc758 51.65%\ub97c \ucc28\uc9c0\ud558\uba70, \uc218\uc694 \uc8fc\uae30\ub97c \uacb0\uc815\ud558\uace0 \uad11\ubc94\uc704\ud55c \uc18c\ub2e4\ud68c \uc2dc\uc7a5\uc758 \uae30\uc900 \uac00\uaca9\uc744 \uc124\uc815\ud558\ub294 \ud575\uc2ec \uc6a9\ub3c4\ub85c\uc11c\uc758 \uc9c0\uc704\ub97c \ud655\uace0\ud788 \ud588\uc2b5\ub2c8\ub2e4. \uac74\ucd95 \uc678\uad00\uc6a9 \ud310\uc720\ub9ac \ud655\uc7a5\uacfc \uc6a9\uae30 \uc720\ub9ac\uc758 \uc9c0\uc18d \uac00\ub2a5\uc131 \uc758\ubb34\uac00 \uacb0\ud569\ub418\uc5b4 \uad6c\uc870\uc801 \ubb3c\ub7c9 \uc218\uc694\ub97c \uac15\ud654\ud569\ub2c8\ub2e4. \ud2b9\uc218 \ud0dc\uc591\uad11 \uc720\ub9ac\ub294 \ub354 \ub192\uc740 \uc18c\ub2e4\ud68c \uc21c\ub3c4\ub97c \uc18c\ube44\ud558\uc5ec \ud504\ub9ac\ubbf8\uc5c4 \ucd94\uac00 \uc694\uae08 \ubc0f \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc744 \ub192\uc774\ub294 \ud63c\ud569 \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. 4.94%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\ub294 \uc218\ucc98\ub9ac\ub294 \uc9c0\ubc29 \uc778\ud504\ub77c \ubd80\uc871\uacfc \uc0b0\uc5c5 \ud3d0\uc218 \ubb34\ubc29\ub958(ZLD) \uc9c0\uce68\uc758 \ud61c\ud0dd\uc744 \ubc1b\uc544 \uc11d\ud68c-\uc18c\ub2e4 \uc5f0\uc218 \uacf5\uc815\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uc138\uc81c \ubc0f \ube44\ub204 \ubb3c\ub7c9\uc740 \uc548\uc815\uc801\uc774\uc9c0\ub9cc, \ucef4\ud329\ud2b8 \ubd84\ub9d0 \ucabd\uc73c\ub85c\uc758 \uc81c\ud615 \ubcc0\ud654\ub294 \uc18c\ub2e4\ud68c \ud568\uc720\uc728\uc744 \uc57d\uac04 \ub192\uc785\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uac74\uc124\uc774 \uc8fc\ub3c4, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubd80\uc0c1<br \/>\n\uac74\ucd95 \ubc0f \uac74\uc124 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ub4e4\uc740 2024\ub144 \uc18c\ub2e4\ud68c \uc0b0\uc5c5 \ubb3c\ub7c9\uc758 37.78%\ub97c \ud761\uc218\ud588\uc73c\uba70, \uc544\uc138\uc548, \uac78\ud504 \ubc0f \uc544\ud504\ub9ac\uce74 \uc804\ubc18\uc758 \ub3c4\uc2dc\ud654 \ubc0f \uc778\ud504\ub77c \uacc4\ud68d\uc5d0 \ub530\ub77c \uac74\ucd95 \uc720\ub9ac, \uc720\ub9ac\uc12c\uc720 \ub2e8\uc5f4\uc7ac \ubc0f \ud06c\ub86c \ubcbd\ub3cc \uc218\uc694\uac00 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \ub354 \uc5c4\uaca9\ud55c \uc5f4 \uaddc\uc815\uc744 \ucda9\uc871\ud558\ub294 \uace0\uc131\ub2a5 \uc720\ub9ac\ub294 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \uc6a9\uc735 \uac70\ub3d9\uc744 \uc704\ud574 \ub192\uc740 \uc18c\ub2e4\ud68c \ud568\ub7c9\uc744 \ud3ec\ud568\ud558\uc5ec, \uc54c\uce7c\ub9ac \uc18c\ube44\ub97c \uce5c\ud658\uacbd \uac74\ucd95 \ubc95\uaddc\uc640 \uc5f0\uacb0\uc2dc\ud0b5\ub2c8\ub2e4. \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc218\uc694\ub294 \ud0dc\uc591\uad11 \uc804\uc6a9 \uc800\ucca0\ubd84 \uc720\ub9ac \uc0dd\uc0b0\uc774 \ud655\ub300\ub418\uace0 \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc774 \uad6c\uccb4\ud654\ub428\uc5d0 \ub530\ub77c 5.10%\uc758 CAGR\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 2024\ub144 \uae00\ub85c\ubc8c \uc18c\ube44\ub7c9\uc758 43.12%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\uad6d\uc774 \uc5f0\uac04 36Mt\uc758 \uc0dd\uc0b0\ub7c9\uc73c\ub85c \ucd5c\ub300 \uc0dd\uc0b0\uad6d\uc774\uc790 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ub85c\uc11c\uc758 \uc5ed\ud560\uc744 \uc218\ud589\ud558\uba70 \uc774\ub97c \ub4b7\ubc1b\uce68\ud588\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc758 \uc18c\ub2e4\ud68c \uc2dc\uc7a5 \uc18c\ube44\ub7c9\uc740 2024 \ud68c\uacc4\uc5f0\ub3c4\uc5d0 \uc804\ub144 \ub300\ube44 4.1% \uc99d\uac00\ud55c 4.14Mt\ub97c \uae30\ub85d\ud588\uc73c\uba70, \uc774\ub294 \ubd80\ub3d9\uc0b0 \ucc29\uacf5 \ubc0f \uc2dd\ud488 \ud3ec\uc7a5\uc6a9 \uc6a9\uae30 \uc720\ub9ac \uc218\uc694\uc5d0 \ud798\uc785\uc740 \uac83\uc785\ub2c8\ub2e4. \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \ud2b9\uc218 \uc720\ub9ac \ubc0f \uc804\uc790 \uc81c\ud488\uc5d0 \ub300\ud55c \uafb8\uc900\ud55c \uace0\ub9c8\uc9c4 \uc218\uc694\ub97c \uae30\uc5ec\ud558\uc5ec \uc9c0\uc5ed \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc744 \uc548\uc815\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubd81\ubbf8\ub294 \uc640\uc774\uc624\ubc0d\uc5d0 \uae30\ubc18\uc744 \ub454 \ucc9c\uc5f0 \ub4f1\uae09 \ube44\uc6a9 \ub9ac\ub354\uc2ed\uc758 \ud61c\ud0dd\uc744 \ubc1b\uc73c\uba70, 2024\ub144 25\uc5b5 \ub2ec\ub7ec \uc0c1\ub2f9\uc758 12Mt \ud2b8\ub85c\ub098 \uae30\ubc18 \uc18c\ub2e4\ud68c\uac00 \uac70\ub798\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc218\ucd9c \ud1b5\ub85c\ub294 \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \ubc0f \ub3d9\uc544\uc2dc\uc544\ub85c \uc774\uc5b4\uc838 \ud658\uc728 \ud5e4\uc9c0 \uc774\uc810\uc744 \ud3ec\ucc29\ud558\uba70, \uce90\ub098\ub2e4\uc758 \ud310\uc720\ub9ac \ubd80\ud65c\uc740 \ud604\uc9c0 \uc218\uc694\ub97c \ud655\ubcf4\ud569\ub2c8\ub2e4. \uba55\uc2dc\ucf54\ub294 \ud655\uc7a5\ub418\ub294 \uc74c\ub8cc \ubd80\ubb38\uc5d0 \uc6a9\uae30 \uc720\ub9ac\ub97c \uacf5\uae09\ud558\ub294 \uc6a9\uad11\ub85c\ub97c \uc704\ud574 \ubbf8\uad6d \uc218\uc785\uc5d0 \uc758\uc874\ud558\uc5ec \uc18c\ub2e4\ud68c \uc2dc\uc7a5 \ub0b4 \uad6d\uacbd \uac04 \uacf5\uae09 \uc0c1\ud638 \uc758\uc874\uc131\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub294 \uc0ac\uc6b0\ub514 \ube44\uc804 2030\uacfc UAE \uc0b0\uc5c5 \uc804\ub7b5\uc774 \ud310\uc720\ub9ac \ubc0f \uc720\ub9ac\uc12c\uc720 \uc2dc\uc124\uc5d0 \uc790\ubcf8 \uc9c0\ucd9c\uc744 \uc9d1\uc911\ud568\uc5d0 \ub530\ub77c 2030\ub144\uae4c\uc9c0 3.78%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud280\ub974\ud0a4\uc608\uc758 \uc6a9\uc561 \ucc44\uad74 \uc0dd\uc0b0 \ub2a5\ub825\uc740 \uc774 \ub098\ub77c\ub97c \uc9c0\uc5ed \uacf5\uae09\uc790\uc774\uc790 \uae00\ub85c\ubc8c \uc2a4\uc719 \uc218\ucd9c\uad6d\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uac8c \ud558\uc5ec, \ubc30\ucd9c \uc555\ub825\uc5d0 \uc2dc\ub2ec\ub9ac\ub294 \uc720\ub7fd\uc758 \uad6d\ub0b4 \ud569\uc131 \uacf5\uc7a5 \uc758\uc874\ub3c4\ub97c \ub0ae\ucda5\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc18c\ub2e4\ud68c \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud1b5\ud569\uc744 \ubcf4\uc785\ub2c8\ub2e4. 2024\ub144 12\uc6d4 WE Soda\uac00 Genesis Alkali\ub97c 14\uc5b5 2\ucc9c5\ubc31\ub9cc \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uba74\uc11c, 9.5Mt \uaddc\ubaa8\uc758 \ucc9c\uc5f0 \ub4f1\uae09 \uc120\ub450 \uae30\uc5c5\uc774 \ud0c4\uc0dd\ud558\uc5ec \ube44\ud560 \ub370 \uc5c6\ub294 \uaddc\ubaa8\ub97c \uc790\ub791\ud558\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774 \ud655\ub300\ub41c \ubc95\uc778\uc740 \uc640\uc774\uc624\ubc0d\uacfc \ud280\ub974\ud0a4\uc608\uc758 \uad50\ucc28 \ubd84\uc9c0 \uc6b4\uc1a1 \uc720\uc5f0\uc131\uc744 \ud65c\uc6a9\ud558\uc5ec \uc9c0\uc5ed\ubcc4 \uc21c\ub3c4 \ubcc0\ub3d9\uc744 \ud5e4\uc9c0\ud558\ub294 \ud63c\ud569 \uc0ac\uc591\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc194\ubca0\uc774\ub294 \uc804\uae30\uac00\ub9c8\ub97c \ub3c4\uc785\ud558\uace0 \uc21c\ud658 \uce7c\uc298 \uacbd\ub85c\ub97c \ucc44\ud0dd\ud558\uc5ec 2030\ub144\uae4c\uc9c0 CO\u2082 \ubc30\ucd9c\ub7c9\uc744 50%, \uc5d0\ub108\uc9c0 \uc18c\ube44\ub97c 20% \uc808\uac10\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 e.Solvay \uac1c\uc870 \ud504\ub85c\uadf8\ub7a8\uc744 \ud1b5\ud574 \uc774\uc5d0 \ub300\uc751\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>Eti Soda\uc640 \u015ei\u015fecam\uc740 \ub4c0\uc5bc \uc6a9\uc561 \ucc44\uad74 \uc0e4\ud504\ud2b8\ub97c \ud1b5\ud574 \ud280\ub974\ud0a4\uc608 \ud655\uc7a5\uc744 \uac00\uc18d\ud654\ud558\uc5ec 2025\ub144 \ub9d0\uae4c\uc9c0 2Mt\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd94\uac00\ud558\uace0 \uc9c0\uc911\ud574 \uc218\uc785\uc5d0 \ub300\ud55c \uc9c0\ubc30\ub825\uc744 \uac15\ud654\ud569\ub2c8\ub2e4. Tata Chemicals\ub294 \uad6c\uc790\ub77c\ud2b8\uc758 \uae30\uc874 \uc2dc\uc124 \ubcd1\ubaa9 \ud604\uc0c1 \uc81c\uac70\ub97c \ud1b5\ud574 \uc778\ub3c4 \ub0b4 \uc785\uc9c0\ub97c \uc720\uc9c0\ud558\uba70 \uad6d\ub0b4 \uac00\uc6a9\uc131\uc744 \ub192\uc774\ub294 \ub3d9\uc2dc\uc5d0, \ud5a5\ud6c4 \uc591\uadf9\uc7ac \uacf5\uc7a5\uc744 \uc704\ud55c \ub9ac\ud2ac \uce68\uc804 \ub4f1\uae09\uc744 \ucd94\uad6c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \ucc9c\uc5f0 \uc18c\ub2e4\ud68c \uacf5\uc0ac(ANSAC)\ub294 \ubbf8\uad6d \uc0dd\uc0b0\uc790\ub4e4\uc744 \uc704\ud55c \uae00\ub85c\ubc8c \ub9c8\ucf00\ud305 \uad8c\ud55c\uc744 \uc720\uc9c0\ud558\uc9c0\ub9cc, \ub3c5\uc810 \uae08\uc9c0 \uc870\uc0ac\ub294 \uad11\uc5c5 \ud68c\uc0ac\uc640 \ub2e4\uad6d\uc801 \uc720\ub9ac \uadf8\ub8f9 \uac04\uc758 \ubcf4\ub2e4 \uc9c1\uc811\uc801\uc778 \uad6c\ub9e4 \uacc4\uc57d\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud601\uc2e0\uc740 \ud2c8\uc0c8 \uacf5\uae09\uc5c5\uccb4\ub97c \ucc28\ubcc4\ud654\ud569\ub2c8\ub2e4. CIECH\ub294 \ud3f4\ub780\ub4dc \uc5fc\uc218\uc5d0\uc11c \ud0dc\uc591\uad11 \ub4f1\uae09 \ucd08\uc800\ucca0\ubd84 \uc18c\ub2e4\ud68c\ub97c \uc5f0\uad6c\ud558\uace0 \uc788\uc73c\uba70, Nirma\ub294 \ub77c\uc790\uc2a4\ud0c4 \ud569\uc131 \uacf5\uc7a5\uc5d0\uc11c \ud3d0\uc218 \ubb34\ubc29\ub958(ZLD) \uacb0\uc815\ud654\uae30\ub97c \ud0d0\uc0c9\ud558\uc5ec \ud3d0\uc218 \ubc30\ucd9c\uc744 \uc5b5\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 4\uc6d4 \uc2b9\uc778\ub41c Pacific Soda\uc758 50\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uadf8\ub9b0 \ub9ac\ubc84 \uad11\uc0b0\uc740 \ubd81\ubbf8 \uad6c\ub9e4\uc790\ub4e4\uc5d0\uac8c \uc7a5\uae30\uc801\uc778 \uacf5\uae09 \ubcf4\uc548\uc744 \uc57d\uc18d\ud558\uba70, \ucc9c\uc5f0 \ub9e4\uc7a5\ub7c9\uc5d0 \ub300\ud55c \ud22c\uc790\uc790 \uc2e0\ub8b0\ub97c \uac15\uc870\ud569\ub2c8\ub2e4. ESG \ud544\ud130\uac00 \uc870\ub2ec\uc744 \uac15\ud654\ud568\uc5d0 \ub530\ub77c, \uac80\uc99d \uac00\ub2a5\ud55c \uc800\ud0c4\uc18c \uc790\uaca9\uc744 \uac16\ucd98 \uae30\uc5c5\ub4e4\uc740 \ud504\ub9ac\ubbf8\uc5c4 \ud0dc\uc591\uad11 \ubc0f \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc6b0\uc120\uc801\uc778 \uc811\uadfc\uad8c\uc744 \uc5bb\uac8c \ub418\uc5b4 \uc18c\ub2e4\ud68c \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc6b4\uc601\uc758 \uc804\ub7b5\uc801 \uc911\uc694\uc131\uc744 \uac15\ud654\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc18c\ub2e4\ud68c \uc0b0\uc5c5 \ub9ac\ub354:<br \/>\n*   QEMETICA<br \/>\n*   \u015ei\u015fecam<br \/>\n*   Solvay<br \/>\n*   Tata Chemicals Ltd.<br \/>\n*   We Soda Ltd.<\/p>\n<p># \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 7\uc6d4: \uc778\ub3c4 \ub300\uc678\ubb34\uc5ed\ucd1d\uad6d(DGFT)\uc740 6\uc6d4 30\uc77c \ubc1c\ud45c\ub41c \ub450 \uac74\uc758 \ubcc4\ub3c4 \ud1b5\uc9c0\ub97c \ud1b5\ud574 \uc18c\ub2e4\ud68c \ubc0f \uc800\ud68c\ubd84 \uc57c\uae08 \ucf54\ud06c\uc2a4\uc5d0 \ub300\ud55c \uc218\uc785 \uc81c\ud55c \uc870\uce58\ub97c \uc5f0\uc7a5\ud588\uc2b5\ub2c8\ub2e4. DGFT\ub294 &#8220;\ud0c4\uc0b0\uc774\uc218\uc18c\ub098\ud2b8\ub968(\uc77c\ubc18\uc801\uc73c\ub85c \uc18c\ub2e4\ud68c\ub85c \ubd88\ub9bc)\uc758 \ucd5c\uc800 \uc218\uc785 \uac00\uaca9(MIP)\uc740 \ud1a4\ub2f9 20,108 INR\ub85c \uace0\uc815\ub418\uc5c8\uc73c\uba70, 2025\ub144 12\uc6d4 31\uc77c\uae4c\uc9c0 \uc801\uc6a9\ub420 \uac83&#8221;\uc774\ub77c\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: GHCL\uc740 \uad6c\uc790\ub77c\ud2b8\uc5d0 \uc0c8\ub85c\uc6b4 \uc18c\ub2e4\ud68c \uacf5\uc7a5 \uac74\uc124\uc744 \uc704\ud55c \uae30\ubcf8 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uc791\uc5c5\uc744 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc2e0\uaddc \ud504\ub85c\uc81d\ud2b8\ub294 GHCL\uc758 \uac00\uc7a5 \uc911\uc694\ud55c \uc774\ub2c8\uc154\ud2f0\ube0c \uc911 \ud558\ub098\ub85c, \uc99d\uac00\ud558\ub294 \uc2dc\uc7a5 \uc218\uc694\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \uc18c\ub2e4\ud68c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ub298\ub9ac\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc18c\ub2e4\ud68c(Soda Ash) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \ubc94\uc704 \ubc0f \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud558\uc5ec \uc18c\ub2e4\ud68c \uc2dc\uc7a5\uc758 \uc804\ubc18\uc801\uc778 \ud604\ud669\uc744 \ub2e4\ub8e8\uba70, \uc8fc\uc694 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d \ubc0f \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \ud658\uacbd\uc744 \uc870\uba85\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uae00\ub85c\ubc8c \uc18c\ub2e4\ud68c \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2025\ub144 199\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2030\ub144\uc5d0\ub294 232\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\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 \ud3c9\ud310 \uc720\ub9ac, \ucee8\ud14c\uc774\ub108 \uc720\ub9ac \ubc0f \ud0dc\uc591\uad11 \uc720\ub9ac \uc218\uc694 \uae09\uc99d, \uc2e0\ud765 \uacbd\uc81c\uad6d\uc758 \ubd84\ub9d0 \uc138\uc81c \uc218\uc694 \ud68c\ubcf5, \uc804\uae30\ucc28 \ubc30\ud130\ub9ac\uc6a9 \ud0c4\uc0b0\ub9ac\ud2ac \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300, ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \ubc0f \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \uace0\ub824\ud55c \ud569\uc131 \uc18c\ub2e4\ud68c\uc5d0\uc11c \ucc9c\uc5f0 \uc18c\ub2e4\ud68c\ub85c\uc758 \uc804\ud658, \uadf8\ub9ac\uace0 \ub098\ud2b8\ub968 \uc774\uc628 \ubc0f \uc5f4 \uc5d0\ub108\uc9c0 \uc800\uc7a5\uacfc \uac19\uc740 \uc0c8\ub85c\uc6b4 \uc751\uc6a9 \ubd84\uc57c\uc758 \ub4f1\uc7a5\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ub192\uc740 \uc774\uc0b0\ud654\ud0c4\uc18c \ubc30\ucd9c\ub7c9\uacfc \uac15\ud654\ub418\ub294 \ubc30\ucd9c \uaddc\uc81c, \ud2b8\ub85c\ub098(Trona), \uc5d0\ub108\uc9c0 \ubc0f \uc6b4\uc1a1 \ube44\uc6a9\uc758 \ubcc0\ub3d9\uc131, \uadf8\ub9ac\uace0 \uc911\uad6d\uacfc \ud280\ub974\ud0a4\uc608\ubc1c \uac00\uaca9 \uc555\ubc15\uc73c\ub85c \uc778\ud55c \uae00\ub85c\ubc8c \uacf5\uae09 \uacfc\uc789\uc774 \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc18c\ub2e4\ud68c\ub294 \uacbd\uc9c8 \uc18c\ub2e4\ud68c(Light Soda Ash)\uc640 \uc911\uc9c8 \uc18c\ub2e4\ud68c(Dense Soda Ash)\ub85c \uad6c\ubd84\ub418\uba70, 2024\ub144 \ud310\ub9e4\ub7c9\uc758 57.78%\ub97c \ucc28\uc9c0\ud558\ub294 \uc911\uc9c8 \uc18c\ub2e4\ud68c\uac00 \ud3c9\ud310 \ubc0f \ucee8\ud14c\uc774\ub108 \uc720\ub9ac \uc81c\uc870\uc5d0 \ud798\uc785\uc5b4 \uc0c1\uc5c5\uc801 \uc218\uc694\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacf5\uae09\uc6d0\ubcc4\ub85c\ub294 \ucc9c\uc5f0(\ud2b8\ub85c\ub098 \uae30\ubc18) \uc18c\ub2e4\ud68c\uc640 \ud569\uc131(\uc194\ubca0\uc774, \ud638\uc6b0, \uc774\uc911 \uacf5\uc815) \uc18c\ub2e4\ud68c\ub85c \ub098\ub269\ub2c8\ub2e4. \ucc9c\uc5f0 \uc18c\ub2e4\ud68c\ub294 \ud569\uc131 \ubc29\uc2dd \ub300\ube44 \uc628\uc2e4\uac00\uc2a4 \ubc30\ucd9c\ub7c9\uc744 \uc57d 37% \uc808\uac10\ud558\uace0 \uc5d0\ub108\uc9c0 \ube44\uc6a9\uc774 \ub0ae\uc544, \uc5c4\uaca9\ud574\uc9c0\ub294 ESG \uad6c\ub9e4 \uae30\uc900\uc5d0 \ubd80\ud569\ud558\uba70 \uc2dc\uc7a5\uc5d0\uc11c \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc751\uc6a9 \ubd84\uc57c\ub294 \uc720\ub9ac \uc81c\uc870, \uc138\uc81c \ubc0f \ube44\ub204, \ud654\ud559 \ucc98\ub9ac, \ud384\ud504 \ubc0f \uc81c\uc9c0, \uc57c\uae08(\uad11\uc11d \uc81c\ub828 \ubc0f \ud0c8\ud669), \uc218\ucc98\ub9ac, \uc2dd\ud488 \ubc0f \uc74c\ub8cc \uac00\uacf5 \ub4f1\uc785\ub2c8\ub2e4. \ud2b9\ud788 \uc218\ucc98\ub9ac \ubd84\uc57c\ub294 \uc9c0\uc790\uccb4\uc758 \uc5f0\uc218 \uc2dc\uc2a4\ud15c \uc5c5\uadf8\ub808\uc774\ub4dc\uc640 \uc0b0\uc5c5 \uc0ac\uc6a9\uc790\uc758 \ubb34\ubc29\ub958 \uc2dc\uc2a4\ud15c(ZLD) \ubaa9\ud45c \ucd94\uad6c\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 4.94%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\uc73c\ub85c\ub294 \uac74\uc124, \uc790\ub3d9\ucc28, \ud654\ud559, \uc12c\uc720, \uc2dd\ud488 \ubc0f \uc74c\ub8cc, \uc2e0\uc7ac\uc0dd \uc5d0\ub108\uc9c0(\ud0dc\uc591\uad11 PV \uc720\ub9ac, \ubc30\ud130\ub9ac), \uc804\uc790 \ubc0f \uc804\uae30, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc81c\uc57d \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\ub9ac\uc801\uc73c\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591(\uc911\uad6d, \uc778\ub3c4, \uc77c\ubcf8, \ud55c\uad6d \ub4f1), \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \uc720\ub7fd(\ub3c5\uc77c, \uc601\uad6d, \ud504\ub791\uc2a4 \ub4f1), \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \ub4f1 \uc804 \uc138\uacc4 \uc8fc\uc694 \uc9c0\uc5ed\uc744 \ud3ec\uad04\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, M&#038;A, \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5, \ud569\uc791 \ud22c\uc790, \uae30\uc220 \uac1c\ubc1c \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\uacfc \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704\ub97c \ub2e4\ub8f9\ub2c8\ub2e4. ANSAC, Solvay, Tata Chemicals \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\ub3c4 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c\ub85c\ub294 \ud0dc\uc591\uad11, \ud3c9\ud310 \ubc0f \ucee8\ud14c\uc774\ub108 \uc720\ub9ac \uc218\uc694 \uc99d\uac00, \uc218\ucc98\ub9ac \ubc0f \ud3d0\uc218 \ucc98\ub9ac \ubd84\uc57c\uc758 \uc131\uc7a5, \uadf8\ub9ac\uace0 \ucc9c\uc5f0 \uc18c\ub2e4\ud68c \uacf5\uae09 \uc804\ud658 \ubc0f \uc800\ud0c4\uc18c \uc0dd\uc0b0 \ubc29\uc2dd\uc758 \ud655\uc0b0\uc774 \uac15\uc870\ub429\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-47830","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\/47830"}],"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=47830"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/47830\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=47830"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=47830"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=47830"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}