{"id":48160,"date":"2026-02-20T02:26:26","date_gmt":"2026-02-20T02:26:26","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/special-graphite-market-mordor\/"},"modified":"2026-09-25T00:51:12","modified_gmt":"2026-09-24T15:51:12","slug":"special-graphite-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/special-graphite-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud2b9\uc218 \ud751\uc5f0 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/special-graphite-market-1762934818443-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\/special-graphite-market-size-image-1770811169887.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 \uc815\ubd80\uc758 \ud0c8\ud0c4\uc18c\ud654 \uc815\ucc45\uc774 \ud0dc\uc591\uad11 \uc6e8\uc774\ud37c \uc218\uc694\ub97c \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.2 \ubbf8\uad6d \ubc0f \uc720\ub7fd \uc5f0\ud569\uc758 EV \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd \ud604\uc9c0\ud654\ub85c \ud2b9\uc218 \ud751\uc5f0 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \uace0\uc21c\ub3c4 \ud751\uc5f0\uc744 \ud544\uc694\ub85c \ud558\ub294 \ub300\ud615 \uc2e4\ub9ac\ucf58 \ud48d\ubd80 \uc591\uadf9\uc73c\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.4 \ubcf5\ud569 \ud569\uae08\uc744 \uc704\ud55c \uae08\uc18d \uc8fc\ud615\uc5d0\uc11c \ud751\uc5f0 \uc8fc\ud615\uc73c\ub85c\uc758 \uc8fc\uc870 \uacf5\uc815 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.5 \ub4f1\ubc29\uc131 \ud751\uc5f0\uc744 \uc0ac\uc6a9\ud558\ub294 \uadf8\ub9b0 \uc218\uc18c \uc804\ud574\uc870 \ud50c\ub808\uc774\ud2b8\uc758 \uae09\uc18d\ud55c \ud655\uc7a5<\/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 \uc911\uad6d \uc911\uc2ec\uc758 \uc6d0\ub8cc \ud50c\ub808\uc774\ud06c \uacf5\uae09 \uc9d1\uc911\uc73c\ub85c \uc870\ub2ec \uc704\ud5d8 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.2 \ub9ac\ud2ac \ud2f0\ud0c0\ub284 \uc0b0\ud654\ubb3c(LTO) \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ud654\ud559\uc758 \ubc1c\uc804\uc73c\ub85c \ud751\uc5f0 \uc0ac\uc6a9\ub7c9 \uac10\uc18c<\/li>\n<li class=\"toc-level-3\">4.3.3 \ud751\uc5f0 \ubd84\uc9c4 \ubc30\ucd9c\uc5d0 \ub300\ud55c EU REACH \uaddc\uc81c \uac15\ud654\ub85c CAPEX \uc99d\uac00<\/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 \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 \uc81c\ud488 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc555\ucd9c \ud751\uc5f0<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub4f1\ubc29\uc131 \ud751\uc5f0<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc131\ud615 \ud751\uc5f0<\/li>\n<li class=\"toc-level-3\">5.1.4 \uae30\ud0c0 \uc720\ud615<\/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 \uc804\uc790 \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud0dc\uc591\uad11 \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc8fc\uc870 \ubc0f \uc57c\uae08 \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.2.4 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790<\/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 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.3.1.5 \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 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.5 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.6 \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 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.5.3 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.3.5.4 \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, \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 Entegris, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Fangda Carbon New Material Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.3 GrafTech International<\/li>\n<li class=\"toc-level-3\">6.4.4 Graphite India Limited<\/li>\n<li class=\"toc-level-3\">6.4.5 MERSEN PROPERTY<\/li>\n<li class=\"toc-level-3\">6.4.6 Morgan Advanced Materials Plc<\/li>\n<li class=\"toc-level-3\">6.4.7 Nippon Carbon Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.8 Pingdingshan City Kaiyuan Specialty Graphite Ltd<\/li>\n<li class=\"toc-level-3\">6.4.9 Schunk Carbon Technology<\/li>\n<li class=\"toc-level-3\">6.4.10 SEC CARBON, Limited<\/li>\n<li class=\"toc-level-3\">6.4.11 SGL Carbon<\/li>\n<li class=\"toc-level-3\">6.4.12 Tokai Carbon Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 Toyo Tanso Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Yichang Xincheng Graphite 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 \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud2b9\uc218 \ud751\uc5f0 \uc2dc\uc7a5: \uaddc\ubaa8, \uc810\uc720\uc728 \ubc0f \ubd84\uc11d (2026-2031\ub144 \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21)<\/p>\n<p>1. \ubcf4\uace0\uc11c \uac1c\uc694 \ubc0f \uc2dc\uc7a5 \uaddc\ubaa8<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud2b9\uc218 \ud751\uc5f0 \uc2dc\uc7a5\uc744 \uc81c\ud488 \uc720\ud615(\uc555\ucd9c \ud751\uc5f0, \ub4f1\ubc29\uc131 \ud751\uc5f0, \uc131\ud615 \ud751\uc5f0 \ubc0f \uae30\ud0c0 \uc720\ud615), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc804\uc790, \ud0dc\uc591\uad11, \uc8fc\uc870 \ubc0f \uc57c\uae08, \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790) \ubc0f \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \ubd84\ub958\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uc608\uce21\uc740 USD \uac00\uce58 \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \uc870\uc0ac \uae30\uac04: 2020\ub144 \u2013 2031\ub144<br \/>\n*   \uc2dc\uc7a5 \uaddc\ubaa8 (2025\ub144): 10\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc2dc\uc7a5 \uaddc\ubaa8 (2026\ub144): 11\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc2dc\uc7a5 \uaddc\ubaa8 (2031\ub144): 14\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026\ub144 \u2013 2031\ub144): \uc5f0\ud3c9\uade0 4.96%<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<br \/>\n*   \uc8fc\uc694 \uae30\uc5c5: SGL Carbon, Toyo Tanso Co., Ltd., Tokai Carbon Co., Ltd., Mersen, SEC CARBON, LIMITED<\/p>\n<p>2. \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ub3d9\ud5a5<\/p>\n<p>\ud2b9\uc218 \ud751\uc5f0 \uc2dc\uc7a5\uc740 2025\ub144 10\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ud3c9\uac00\ub418\uc5c8\uc73c\uba70, 2026\ub144 11\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 14\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uc5ec \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 4.96%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ud0c8\ud0c4\uc18c\ud654 \uc815\ucc45, \ud0dc\uc591\uad11 \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ud655\ub300, \uc11c\uad6c\uad8c \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac \ud604\uc9c0\ud654\ub294 \uae30\uc874 \ucca0\uac15 \uc804\uadf9\uc744 \ub118\uc5b4 \uace0\uc21c\ub3c4 \ub4f1\ubc29\uc131 \ubc0f \uc131\ud615 \ud751\uc5f0 \ub4f1\uae09\uc758 \uc2dc\uc7a5\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144 \uc911\uad6d\uc758 \ucc9c\uc5f0 \ud50c\ub808\uc774\ud06c \uc218\ucd9c \ud5c8\uac00 \uc81c\ub3c4\uc640 2026\ub144 \ubbf8\uad6d\uc5d0 \ubd80\uacfc\ub420 25%\uc758 \uad00\uc138\ub294 \ube44\uc911\uad6d\uc0b0 \uc6d0\ub8cc\uc758 \uc778\uc99d \ubc0f \uc11c\uad6c\uad8c\uc758 \ud734\uba74 \uc0dd\uc0b0 \ub2a5\ub825 \uc7ac\uac00\ub3d9\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf5\ud569 \ud569\uae08 \uc8fc\uc870\uc5d0\uc11c \uae08\uc18d \uc8fc\ud615\uc5d0\uc11c \ud751\uc5f0 \uc8fc\ud615\uc73c\ub85c\uc758 \uc804\ud658, \ubc18\ub3c4\uccb4 \ub3c4\uac00\ub2c8 \uc218\uc694, \ud0dc\uc591\uad11 \ud56b\uc874(hot-zone) \uc18c\ube44\ub294 \uacac\uace0\ud55c \ucd5c\uc885 \uc2dc\uc7a5 \ub2e4\uc591\uc131\uc744 \ub4b7\ubc1b\uce68\ud558\uba70, \ub098\ud2b8\ub968 \uc774\uc628 \ud654\ud559 \ubb3c\uc9c8\ub85c \uc778\ud55c \ub300\uccb4 \uc704\ud5d8\uc740 \uc7a5\uae30\uc801\uc778 \ubb3c\ub7c9 \uae30\ub300\uce58\ub97c \uc644\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1 \ud658\uacbd\uc5d0\uc11c\ub294 \uad6c\ub9e4\uc790\ub4e4\uc774 \ucd5c\uc800 \ube44\uc6a9\ubcf4\ub2e4 \uc6d0\uc0b0\uc9c0\ub97c \uc810\uc810 \ub354 \uc911\uc694\ud558\uac8c \uc5ec\uae30\uba74\uc11c, 10ppm \ubbf8\ub9cc\uc758 \ubd88\uc21c\ubb3c \uc218\uc900\uc744 \uc778\uc99d\ud558\uace0 ISO 9001 \ubc0f ISO 14001\uc744 \uc900\uc218\ud560 \uc218 \uc788\ub294 \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c \ud2b9\uc218 \ud751\uc5f0 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud1b5\ud569\uc744 \uc720\uc9c0\ud558\uba74\uc11c\ub3c4 \uae30\uc220\uc801\uc73c\ub85c \ucc28\ubcc4\ud654\ub418\uc5b4 \uc788\uc5b4 \uc11c\uad6c \ubc0f \uc77c\ubcf8\uc758 \uae30\uc874 \uae30\uc5c5\ub4e4\uc774 \uace0\ub9c8\uc9c4 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ubc29\uc5b4\ud560 \uc5ec\uc9c0\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>3. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \ub4f1\ubc29\uc131 \ud751\uc5f0: 2025\ub144 \ud2b9\uc218 \ud751\uc5f0 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 47.90%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc555\ucd9c \ubc0f \uc131\ud615 \ub4f1\uae09\uc744 \ub2a5\uac00\ud558\ub294 \uc5f0\ud3c9\uade0 5.44%\uc758 \uc131\uc7a5\ub960\ub85c \ud655\uc7a5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uc870 \ubc0f \uc57c\uae08: 2025\ub144 \uc218\uc694\uc758 43.60%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.26%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 45.70%\ub97c \ud655\ubcf4\ud588\uc73c\uba70, \uc911\uad6d\uc758 \uc804\uadf9 \uc9c0\ubc30\ub825\uacfc \uc77c\ubcf8\uc758 \ubbf8\uc138 \ud0c4\uc18c \ud2b9\uc218 \uc81c\ud488 \uc804\ud658\uc5d0 \ud798\uc785\uc5b4 6.42%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   \uc815\ubd80\uc758 \ud0c8\ud0c4\uc18c\ud654 \uc815\ucc45\uc774 \ud0dc\uc591\uad11 \uc6e8\uc774\ud37c \uc218\uc694\ub97c \ucd09\uc9c4: \uc21c\uc81c\ub85c \ub85c\ub4dc\ub9f5\uc740 \uae30\uac00\uc640\ud2b8 \uaddc\ubaa8\uc758 \ud0dc\uc591\uad11 \ud655\ub300\ub85c \uc774\uc5b4\uc9c0\uba70, \uc774\ub294 \uace0\uc21c\ub3c4 \ud751\uc5f0 \ub3c4\uac00\ub2c8 \ubc0f \ud56b\uc874 \ubd80\ud488 \uc18c\ube44\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uc720\ub7fd \uc5f0\ud569\uc740 2030\ub144\uae4c\uc9c0 750GW\ub97c \ubaa9\ud45c\ub85c \uc5f0\uac04 30,000\ud1a4 \uc774\uc0c1\uc758 \ud751\uc5f0\uc744 \ucd94\uac00\ub85c \uc18c\ube44\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc911\uad6d\uc758 14\ucc28 5\uac1c\ub144 \uacc4\ud68d\uc740 \uac19\uc740 \ud574\uae4c\uc9c0 \ud48d\ub825 \ubc0f \ud0dc\uc591\uad11 \ubc1c\uc804 \uc6a9\ub7c9\uc744 1,200GW\ub85c \uc758\ubb34\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d \ubc0f \uc720\ub7fd \uc5f0\ud569\uc758 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd \ud604\uc9c0\ud654\uac00 \ud2b9\uc218 \ud751\uc5f0 \uc218\uc694\ub97c \ucd09\ubc1c: \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \uaddc\uc815\uc73c\ub85c \uc778\ud574 2027\ub144\uae4c\uc9c0 \uc911\uad6d\uc0b0 \ubc30\ud130\ub9ac \uc7ac\ub8cc\uc5d0 \ub300\ud55c \ubcf4\uc870\uae08\uc774 \ub2e8\uacc4\uc801\uc73c\ub85c \ud3d0\uc9c0\ub418\uba74\uc11c \ube44\uc911\uad6d\uc0b0 \ud751\uc5f0 \ud504\ub85c\uc81d\ud2b8\uac00 \ud65c\uc131\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc11c\uad6c\uad8c \uc140 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ucd94\uc801 \uac00\ub2a5\ud55c \uc6d0\ub8cc\uc5d0 \ub300\ud574 20-30%\uc758 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc218\uc6a9\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc778\uc99d\ub41c \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \ub9c8\uc9c4\uc744 \uc774\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uace0\uc21c\ub3c4 \ud751\uc5f0\uc744 \uc694\uad6c\ud558\ub294 \ub300\ud615 \uc2e4\ub9ac\ucf58 \ud568\uc720 \uc591\uadf9\uc73c\ub85c\uc758 \uc804\ud658: 5-15%\uc758 \uc2e4\ub9ac\ucf58\uc744 \ud751\uc5f0 \uc591\uadf9\uc5d0 \ud63c\ud569\ud558\uba74 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uac00 400-450Wh\/kg\uc73c\ub85c \ud5a5\uc0c1\ub418\uc9c0\ub9cc, \ub374\ub4dc\ub77c\uc774\ud2b8 \ud615\uc131\uc744 \ubc29\uc9c0\ud558\uae30 \uc704\ud574 50ppm \ubbf8\ub9cc\uc758 \ucd08\uc800\uae08\uc18d \uc624\uc5fc\uc774 \uc694\uad6c\ub429\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \ucc44\ud0dd\uc740 \uc804\ub3c4\uc131 \ud76c\uc11d\uc81c \ud544\uc694\uc131\uc73c\ub85c \uc778\ud574 kWh\ub2f9 \ud751\uc5f0 \uc18c\ube44\ub7c9\uc744 10-12% \uc99d\uac00\uc2dc\ud0a4\uba70, \uade0\uc77c\ud55c \ubbf8\uc138 \uad6c\uc870\ub97c \uac00\uc9c4 \ub4f1\ubc29\uc131 \ud751\uc5f0 \ub4f1\uae09\uc5d0 \uc720\ub9ac\ud569\ub2c8\ub2e4.<br \/>\n*   \ubcf5\ud569 \ud569\uae08 \uc8fc\uc870\ub97c \uc704\ud55c \uae08\uc18d \uc8fc\ud615\uc5d0\uc11c \ud751\uc5f0 \uc8fc\ud615\uc73c\ub85c\uc758 \uc8fc\uc870 \uc804\ud658: \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc758 \uacbd\ub7c9\ud654 \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \uc54c\ub8e8\ubbf8\ub284-\ub9ac\ud2ac, \ub9c8\uadf8\ub124\uc298-\ud76c\ud1a0\ub958 \ubc0f \ud2f0\ud0c0\ub284-\uc54c\ub8e8\ubbf8\ub098\uc774\ub4dc \ud569\uae08 \uc0ac\uc6a9\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub4e4 \ud569\uae08\uc740 \ucca0\uac15\uacfc \ubc18\uc751\ud569\ub2c8\ub2e4. \ud751\uc5f0 \uc8fc\ud615\uc740 \ud6c4\uac00\uacf5 \uc2dc\uac04\uc744 30-40% \ub2e8\ucd95\ud558\uace0 \uc2a4\ud06c\ub7a9\ub960\uc744 20% \uc808\uac10\ud569\ub2c8\ub2e4.<br \/>\n*   \ub4f1\ubc29\uc131 \ud751\uc5f0\uc744 \uc0ac\uc6a9\ud558\ub294 \uadf8\ub9b0 \uc218\uc18c \uc804\ud574\uc870 \ud50c\ub808\uc774\ud2b8\uc758 \uae09\uc18d\ud55c \ud655\uc7a5: \uadf8\ub9b0 \uc218\uc18c \uc0dd\uc0b0\uc744 \uc704\ud55c \uc804\ud574\uc870 \ud50c\ub808\uc774\ud2b8\uc758 \uc218\uc694\uac00 \uc99d\uac00\ud558\uba74\uc11c \ub4f1\ubc29\uc131 \ud751\uc5f0 \uc2dc\uc7a5\uc774 \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \uc911\uad6d \uc911\uc2ec\uc758 \uc6d0\ub8cc \ud50c\ub808\uc774\ud06c \uacf5\uae09 \uc9d1\uc911\uc73c\ub85c \uc778\ud55c \uc870\ub2ec \uc704\ud5d8 \uc99d\uac00: 2024\ub144 \uc911\uad6d\uc740 \uc804 \uc138\uacc4 \ucc9c\uc5f0 \ud751\uc5f0\uc758 77%\ub97c \ucc44\uad74\ud558\uace0 \uc591\uadf9\uc7ac \ub4f1\uae09 \uc0dd\uc0b0\ub7c9\uc758 90% \uc774\uc0c1\uc744 \uc815\uc81c\ud588\uc2b5\ub2c8\ub2e4. 2023\ub144 12\uc6d4\uc758 \uc218\ucd9c \ud5c8\uac00 \ud1b5\uc81c\ub294 \uacf5\uae09\ub9dd\uc758 \ucde8\uc57d\uc131\uc744 \ub4dc\ub7ec\ub0c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub9ac\ud2ac \ud2f0\ud0c0\ub284 \uc0b0\ud654\ubb3c \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ud654\ud559 \ubb3c\uc9c8\uc758 \ubc1c\uc804\uc73c\ub85c \uc778\ud55c \ud751\uc5f0 \uc0ac\uc6a9\ub7c9 \uac10\uc18c: \ud558\ub4dc \uce74\ubcf8 \uc591\uadf9\uc744 \uc0ac\uc6a9\ud558\ub294 \ub098\ud2b8\ub968 \uc774\uc628 \uc804\uc9c0\ub294 \ubcf4\uae09\ud615 \uc804\uae30\ucc28\uc6a9\uc73c\ub85c \ub300\ub7c9 \uc0dd\uc0b0\uc5d0 \uc9c4\uc785\ud558\uace0 \uc788\uc73c\uba70, \ub9ac\ud2ac \ud2f0\ud0c0\ub284 \uc0b0\ud654\ubb3c \uc591\uadf9\uc740 \ubc84\uc2a4 \ubc0f \uadf8\ub9ac\ub4dc \uaddc\uc81c \uc790\uc0b0\uc5d0 \uc0ac\uc6a9\ub429\ub2c8\ub2e4&#8230;&#8230;.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud2b9\uc218 \ud751\uc5f0 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud2b9\uc218 \ud751\uc5f0\uc740 \uade0\uc77c\ud55c \uad6c\uc870, \ub192\uc740 \uc21c\ub3c4 \ubc0f \uc815\ubc00\ub3c4\ub97c \ud2b9\uc9d5\uc73c\ub85c \ud558\uba70, \uace0\uc628 \ubc0f \ubd80\uc2dd\uc131 \ud658\uacbd\uc5d0 \uc801\ud569\ud558\uc5ec \uc2e4\ub9ac\ucf58 \ubc18\ub3c4\uccb4, LED \uce69, \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ub4f1 \uc804\uc790 \uc0b0\uc5c5\ubfd0\ub9cc \uc544\ub2c8\ub77c \ud0dc\uc591\uad11, \uc8fc\uc870 \ubc0f \uc57c\uae08 \uc0b0\uc5c5 \ub4f1 \ub2e4\uc591\ud55c \ubd84\uc57c\uc5d0\uc11c \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \uc218\ud589\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \uc815\ubd80\uc758 \ud0c8\ud0c4\uc18c\ud654 \uc815\ucc45\uc5d0 \ub530\ub978 \ud0dc\uc591\uad11 \uc6e8\uc774\ud37c \uc218\uc694 \uc99d\uac00, \ubbf8\uad6d \ubc0f \uc720\ub7fd \uc5f0\ud569\uc758 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd \ud604\uc9c0\ud654\ub85c \uc778\ud55c \ud2b9\uc218 \ud751\uc5f0 \uc218\uc694 \ucd09\uc9c4, \uace0\uc21c\ub3c4 \ud751\uc5f0\uc744 \ud544\uc694\ub85c \ud558\ub294 \ub300\ud615 \uc2e4\ub9ac\ucf58 \ud48d\ubd80 \uc591\uadf9\uc73c\ub85c\uc758 \uc804\ud658, \ubcf5\ud569 \ud569\uae08 \uc0dd\uc0b0\uc744 \uc704\ud55c \ud751\uc5f0 \uc8fc\ud615\uc73c\ub85c\uc758 \uc8fc\uc870 \uc0b0\uc5c5 \uc804\ud658, \uadf8\ub9ac\uace0 \ub4f1\ubc29\uc131 \ud751\uc5f0\uc744 \uc0ac\uc6a9\ud558\ub294 \uadf8\ub9b0 \uc218\uc18c \uc804\ud574\uc870 \ud50c\ub808\uc774\ud2b8\uc758 \uae09\uc18d\ud55c \ud655\uc7a5\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc911\uad6d \uc911\uc2ec\uc758 \uc6d0\ub8cc \ud50c\ub808\uc774\ud06c \uacf5\uae09 \uc9d1\uc911\uc73c\ub85c \uc778\ud55c \uc870\ub2ec \uc704\ud5d8, \ub9ac\ud2ac \ud2f0\ud0c0\ub284 \uc0b0\ud654\ubb3c(LTO) \ubc0f \ub098\ud2b8\ub968 \uc774\uc628 \ud654\ud559 \uae30\uc220 \ubc1c\uc804\uc73c\ub85c \uc778\ud55c \ud751\uc5f0 \uc0ac\uc6a9\ub7c9 \uac10\uc18c \uac00\ub2a5\uc131, \uadf8\ub9ac\uace0 EU REACH \uaddc\uc815\uc5d0 \ub530\ub978 \ud751\uc5f0 \ubd84\uc9c4 \ubc30\ucd9c \uc81c\ud55c \uac15\ud654\ub85c \uc778\ud55c \uc790\ubcf8 \uc9c0\ucd9c(CAPEX) \uc99d\uac00 \ub4f1\uc774 \uc2dc\uc7a5\uc758 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\uc218 \ud751\uc5f0 \uc2dc\uc7a5\uc740 \uc81c\ud488 \uc720\ud615(\uc555\ucd9c \ud751\uc5f0, \ub4f1\ubc29\uc131 \ud751\uc5f0, \uc131\ud615 \ud751\uc5f0 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc804\uc790, \ud0dc\uc591\uad11, \uc8fc\uc870 \ubc0f \uc57c\uae08, \ud56d\uacf5\uc6b0\uc8fc, \uc790\ub3d9\ucc28 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \ub4f1 17\uac1c\uad6d)\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \ud2b9\uc218 \ud751\uc5f0 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144\uc5d0 11\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 4.96%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc81c\ud488 \uc720\ud615 \uc911\uc5d0\uc11c\ub294 \ub4f1\ubc29\uc131 \ud751\uc5f0\uc774 47.90%\uc758 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \uc218\uc694\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 6.42%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub418\ub294\ub370, \uc774\ub294 \uc911\uad6d\uc758 \uc804\uadf9 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\uc640 \uc77c\ubcf8\uc758 \uc815\ubc00 \ud0c4\uc18c \ud2b9\uc218 \uc81c\ud488 \uc804\ud658\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \uc720\ub7fd \uc0dd\uc0b0\uc790\ub4e4\uc740 2026\ub144\ubd80\ud130 \uc2dc\ud589\ub418\ub294 EU REACH \ubd84\uc9c4 \ubc30\ucd9c \uc81c\ud55c\uc73c\ub85c \uc778\ud574 8~12%\uc758 \uc790\ubcf8 \uc9c0\ucd9c \uc99d\uac00\ub97c \uc57c\uae30\ud558\ub294 \uacf5\uc7a5 \uac1c\uc870\uac00 \ud544\uc694\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704 \ubd84\uc11d\uc744 \ud3ec\ud568\ud558\uba70, Entegris, GrafTech International, MERSEN PROPERTY, SGL Carbon, Tokai Carbon Co., Ltd. \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4. \ub610\ud55c, \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \uadf8\ub9ac\uace0 \ubbf8\ucda9\uc871 \uc218\uc694\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c 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