{"id":48283,"date":"2026-02-20T03:41:09","date_gmt":"2026-02-20T03:41:09","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/global-oil-and-gas-capex-industry-mordor\/"},"modified":"2026-09-25T06:18:47","modified_gmt":"2026-09-24T21:18:47","slug":"global-oil-and-gas-capex-industry-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/global-oil-and-gas-capex-industry-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc11d\uc720 \ubc0f \uac00\uc2a4 CAPEX \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\/global-oil-and-gas-capex-industry-1750844552718-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\/global-oil-and-gas-capex-industry-size-image-1768415467552.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 LNG \uc900\ube44 \uac00\uc2a4 \uc778\ud504\ub77c \uad6c\ucd95 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc2ec\ud574 \uc720\uc804 \ubc1c\uacac \uc99d\uac00\ub85c \uc778\ud55c \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID) \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc911\ub3d9 \ubc0f \uc544\uc2dc\uc544 \uc9c0\uc5ed \uad6d\uc601 \uc11d\uc720 \ud68c\uc0ac(NOC)\uc758 \uc0c1\ub958 \ubd80\ubb38 \uc9c0\ucd9c \ud68c\ubcf5<\/li>\n<li class=\"toc-level-3\">4.2.4 \ub178\ud6c4 \uc720\uc804 \ud0c8\ud0c4\uc18c\ud654\ub97c \uc704\ud55c &#8220;\uc720\uc9c0\ubcf4\uc218 CAPEX&#8221; \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.5 \ub514\uc9c0\ud138 \ud2b8\uc708 \ub3c4\uc785\uc73c\ub85c \ud504\ub85c\uc81d\ud2b8 \ucd08\uacfc \ube44\uc6a9 \uc808\uac10<\/li>\n<li class=\"toc-level-3\">4.2.6 1MW \ubbf8\ub9cc \ubaa8\ub4c8\ud615 FLNG\uac00 \uc18c\uaddc\ubaa8 \uc720\uc804 \uc2b9\uc778 \uc720\uce58<\/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 \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \uc7a5\uae30 \ud504\ub85c\uc81d\ud2b8 \uc704\ucd95<\/li>\n<li class=\"toc-level-3\">4.3.2 OECD \uad6d\uac00\uc758 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc815\ucc45 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.3.3 1\ub4f1\uae09 EPC \uc778\ub825 \ubd80\uc871\uc73c\ub85c \uc778\ud55c \ube44\uc6a9 \uc0c1\uc2b9<\/li>\n<li class=\"toc-level-3\">4.3.4 ESG \uc5f0\uacc4 \ubd80\ucc44 \uc57d\uc815\uc73c\ub85c \uc778\ud55c \ud654\uc11d \uc5f0\ub8cc CAPEX \uc0c1\ud55c\uc120 \uc124\uc815<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \uc6d0\uc720 \uc0dd\uc0b0 \ubc0f \uc18c\ube44 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.8 \ucc9c\uc5f0\uac00\uc2a4 \uc0dd\uc0b0 \ubc0f \uc18c\ube44 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.9 \uc124\uce58\ub41c \ud30c\uc774\ud504\ub77c\uc778 \uc6a9\ub7c9 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.10 \ube44\uc804\ud1b5 \uc790\uc6d0 CAPEX \uc804\ub9dd (\ud0c0\uc774\ud2b8 \uc624\uc77c, \uc624\uc77c \uc0cc\ub4dc, \uc2ec\ud574)<\/li>\n<li class=\"toc-level-2\">4.11 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.11.1 \uacf5\uae09\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.11.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.11.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.11.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.11.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ubd80\ubb38\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc5c5\uc2a4\ud2b8\ub9bc<\/li>\n<li class=\"toc-level-3\">5.1.2 \ubbf8\ub4dc\uc2a4\ud2b8\ub9bc<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc704\uce58\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc721\uc0c1<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud574\uc0c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc790\uc0b0 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uac74\uc124<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc720\uc9c0\ubcf4\uc218 \ubc0f \ud134\uc5b4\ub77c\uc6b4\ub4dc<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud574\uccb4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ub178\ub974\uc6e8\uc774<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \ub124\ub35c\ub780\ub4dc<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.2.6 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.4.3.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \ucf5c\ub86c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.4.4 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \uce74\ud0c0\ub974<\/li>\n<li class=\"toc-level-4\">5.4.5.4 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.5 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.5.6 \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 (M&amp;A, \ud30c\ud2b8\ub108\uc2ed, PPA)<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d (\uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728)<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 \uc0ac\uc6b0\ub514 \uc544\ub78c\ucf54<\/li>\n<li class=\"toc-level-3\">6.4.2 \uc5d1\uc2a8\ubaa8\ube4c \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.3 \uc258 plc<\/li>\n<li class=\"toc-level-3\">6.4.4 BP plc<\/li>\n<li class=\"toc-level-3\">6.4.5 \ud1a0\ud0c8\uc5d0\ub108\uc9c0\uc2a4 SE<\/li>\n<li class=\"toc-level-3\">6.4.6 \uc250\ube0c\ub860 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.7 \ud398\ud2b8\ub85c\ucc28\uc774\ub098 (CNPC)<\/li>\n<li class=\"toc-level-3\">6.4.8 CNOOC Ltd<\/li>\n<li class=\"toc-level-3\">6.4.9 \uc5d0\ud034\ub178\ub974 ASA<\/li>\n<li class=\"toc-level-3\">6.4.10 \ud398\ud2b8\ub85c\ube0c\ub77c\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.11 \ucf54\ub178\ucf54\ud544\ub9bd\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.12 ENI SpA<\/li>\n<li class=\"toc-level-3\">6.4.13 \uc120\ucf54 \uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.14 \uc625\uc2dc\ub374\ud0c8 \ud398\ud2b8\ub864\ub9ac\uc6c0<\/li>\n<li class=\"toc-level-3\">6.4.15 \uc6b0\ub4dc\uc0ac\uc774\ub4dc \uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.16 \ub8e8\ud06c\uc624\uc77c PJSC<\/li>\n<li class=\"toc-level-3\">6.4.17 ONGC<\/li>\n<li class=\"toc-level-3\">6.4.18 \ucf00\uc5b8 \uc624\uc77c &amp; \uac00\uc2a4 (\ubca0\ub2e8\ud0c0)<\/li>\n<li class=\"toc-level-3\">6.4.19 \uce74\ud0c0\ub974\uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.20 SLB (\uc290\ub8f8\ubca0\ub974\uac70)<\/li>\n<li class=\"toc-level-3\">6.4.21 \ud560\ub9ac\ubc84\ud2bc<\/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>\uc11d\uc720 \ubc0f \uac00\uc2a4 CAPEX \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p># \ubcf4\uace0\uc11c \uac1c\uc694<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc11d\uc720 \ubc0f \uac00\uc2a4 CAPEX(\uc790\ubcf8 \uc9c0\ucd9c) \uc2dc\uc7a5\uc744 \uc0c1\ub958(Upstream), \uc911\ub958(Midstream), \ud558\ub958(Downstream) \ubd80\ubb38, \uc721\uc0c1(Onshore) \ubc0f \ud574\uc0c1(Offshore) \uc704\uce58, \uac74\uc124(Construction), \uc720\uc9c0\ubcf4\uc218 \ubc0f \ud134\uc5b4\ub77c\uc6b4\ub4dc(Maintenance and Turn-Around), \ud574\uccb4(Decommissioning) \uc11c\ube44\uc2a4, \uadf8\ub9ac\uace0 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc73c\ub85c \uad6c\ubd84\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8\ub294 USD \uac00\uce58\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \uae00\ub85c\ubc8c \uc11d\uc720 \ubc0f \uac00\uc2a4 CAPEX \uc2dc\uc7a5\uc740 2026\ub144 6,808\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 8,306\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 4.06%\uc5d0 \ub2ec\ud560 \uac83\uc785\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud560 \uac83\uc774\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub0ae\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\ud604\uc7ac \uc2dc\uc7a5\uc740 OECD \uae30\ubc18 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uaddc\uc57d \uac15\ud654\ub85c \uc0c1\ub958 \uc608\uc0b0\uc744 \uc0ad\uac10\ud558\ub294 \ubc18\uba74, \uc911\ub3d9 \ubc0f \uc544\uc2dc\uc544\uc758 \uad6d\uc601 \uae30\uc5c5\ub4e4\uc740 \uc7a5\uae30 \ud22c\uc790\uc5d0 \ubc15\ucc28\ub97c \uac00\ud558\ub294 &#8216;\ub450 \uac00\uc9c0 \uc18d\ub3c4&#8217;\uc758 \uc790\ubcf8 \ud658\uacbd\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144\uc5d0 150\uc5b5 \ubc30\ub7f4 \uc0c1\ub2f9\uc758 \uc11d\uc720 \ub9e4\uc7a5\ub7c9\uc744 \uc2b9\uc778\ud55c \uc2ec\ud574 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FID)\uacfc \ubaa8\ub4c8\ud615 \ubd80\uc720\uc2dd LNG(FLNG) \uc7a5\uce58\ub294 \uc190\uc775\ubd84\uae30 \ube44\uc6a9\uc744 \ubc30\ub7f4\ub2f9 35~40\ub2ec\ub7ec\ub85c \uc555\ucd95\ud558\uba70 \ud574\uc0c1 \uac1c\ubc1c\uc758 \ubaa8\uba58\ud140\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc721\uc0c1 \ud504\ub85c\uc81d\ud2b8\uac00 \uc5ec\uc804\ud788 \ub300\ubd80\ubd84\uc758 \uc9c0\ucd9c\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc, \ud45c\uc900\ud654\ub41c FPSO(\ubd80\uc720\uc2dd \uc6d0\uc720 \uc0dd\uc0b0\u00b7\uc800\uc7a5\u00b7\ud558\uc5ed \uc124\ube44) \uc120\uccb4, \ud574\uc800 \uc5f0\uacc4(subsea tiebacks), \ub514\uc9c0\ud138 \ud2b8\uc708 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub294 \uc810\uc9c4\uc801\uc778 \uc790\ubcf8\uc744 \ud574\uc0c1 \uac1c\ubc1c\ub85c \uc804\ud658\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba54\ud0c4 \ud3ec\uc9d1, \uc804\ub825\ud654, \ud0c4\uc18c \ud3ec\uc9d1 \uac1c\uc870\ub97c \uc704\ud55c \uc720\uc9c0\ubcf4\uc218 \uc608\uc0b0\uc740 \uc2e0\uaddc \uac1c\ubc1c \ud560\ub2f9\uacfc \ub9de\uba39\ub294 \uc218\uc900\uc73c\ub85c, \ub9e4\uc7a5\ub7c9 \ub300\uccb4\uc5d0\uc11c \ubc30\ucd9c \uac15\ub3c4 \uc644\ud654\ub85c\uc758 \uc804\ud658\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p># \ud575\uc2ec \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \ubd80\ubb38\ubcc4: \uc0c1\ub958 \ubd80\ubb38\uc740 2025\ub144 CAPEX \uc11d\uc720 \ubc0f \uac00\uc2a4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 73.24%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 4.12%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc704\uce58\ubcc4: \uc721\uc0c1 \ud504\ub85c\uc81d\ud2b8\ub294 2025\ub144 \uc9c0\ucd9c\uc758 79.43%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \ud574\uc0c1 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 7.21%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc11c\ube44\uc2a4\ubcc4: \uac74\uc124 \ubd80\ubb38\uc740 2025\ub144 \uc9c0\ucd9c\uc758 47.70%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \ud574\uccb4 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 6.55%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 CAPEX\uc758 29.36%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub838\uace0, 2031\ub144\uae4c\uc9c0 4.83%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825:<\/p>\n<p>1.  LNG \uc778\ud504\ub77c \uad6c\ucd95 \ud655\ub300: \uad6d\uc81c\uc5d0\ub108\uc9c0\uae30\uad6c(IEA)\ub294 2025-2030\ub144 \ub3d9\uc548 \uc5f0\uac04 2,900\uc5b5 \uc785\ubc29\ubbf8\ud130\uc758 \uc2e0\uaddc \uc561\ud654 \uc6a9\ub7c9\uc774 \uacc4\ud68d\ub418\uc5b4 \uc788\uc73c\uba70, \uc774\ub294 \uc911\ub958 \ubd80\ubb38 \ud22c\uc790\ub97c \ucd09\uc9c4\ud560 \uac83\uc785\ub2c8\ub2e4. ExxonMobil\uc740 \ubaa8\uc7a0\ube44\ud06c LNG \uc7ac\uac1c\uc5d0 300\uc5b5 \ub2ec\ub7ec\ub97c \uc7ac\ud22c\uc790\ud588\uace0, Woodside\ub294 \ub8e8\uc774\uc9c0\uc560\ub098 \uc218\ucd9c \uc2dc\uc124\uc5d0 175\uc5b5 \ub2ec\ub7ec\ub97c \uc2b9\uc778\ud588\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \uad6c\ub9e4\uc790\ub4e4\uc740 15-20\ub144 \uc7a5\uae30 \uad6c\ub9e4 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uc5ec \ud504\ub85c\uc81d\ud2b8 \uc790\uae08 \uc870\ub2ec \uc704\ud5d8\uc744 \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n2.  \uc2ec\ud574 \uc720\uc804 \ubc1c\uacac \uc99d\uac00 \ubc0f FID \ucd09\uc9c4: 2024-2025\ub144 \ub3d9\uc548 1,500\ubbf8\ud130 \uc774\uc0c1\uc758 \uc218\uc2ec\uc5d0\uc11c 150\uc5b5 \ubc30\ub7f4\uc758 \ud68c\uc218 \uac00\ub2a5\ud55c \ub9e4\uc7a5\ub7c9\uc744 \ud3ec\ud568\ud558\ub294 \ud504\ub85c\uc81d\ud2b8\ub4e4\uc774 FID\ub97c \ubc1b\uc558\uc2b5\ub2c8\ub2e4. Petrobras\ub294 \ud45c\uc900\ud654\ub41c \uc120\uccb4\ub97c \ud65c\uc6a9\ud558\uc5ec B\u00fazios 11 \ubc0f Atapu 3 FPSO\ub97c \uc2b9\uc778\ud588\uc73c\uba70, Shell\uc740 \ubc30\ub7f4\ub2f9 35\ub2ec\ub7ec\uc758 \uc190\uc775\ubd84\uae30\uc810\uc73c\ub85c \ubbf8\uad6d \uba55\uc2dc\ucf54\ub9cc Sparta \ud504\ub85c\uc81d\ud2b8\ub97c \ucd94\uc9c4\ud588\uc2b5\ub2c8\ub2e4. TotalEnergies\uc758 \uc559\uace8\ub77c Kaminho \ud504\ub85c\uc81d\ud2b8\ub294 \ud574\uc800-\uc721\uc0c1 \uc804\ub825 \ud1b5\ud569\uc744 \ud1b5\ud574 \ud50c\ub7ab\ud3fc \ubc1c\uc804\uae30 \ubc30\ucd9c\ub7c9\uc744 \uc81c\uac70\ud569\ub2c8\ub2e4.<br \/>\n3.  \uc911\ub3d9 \ubc0f \uc544\uc2dc\uc544 \uad6d\uc601 \uc11d\uc720 \ud68c\uc0ac(NOC)\uc758 \uc0c1\ub958 \uc9c0\ucd9c \ud68c\ubcf5: \uc0ac\uc6b0\ub514 \uc544\ub78c\ucf54\ub294 2024\ub144 500\uc5b5 \ub2ec\ub7ec \uc608\uc0b0\uc73c\ub85c Jafurah \ube44\uc804\ud1b5 \uac00\uc2a4 \ubc0f \ud574\uc0c1 \ud655\uc7a5\uc744 \uc6b0\uc120\uc2dc\ud588\uc2b5\ub2c8\ub2e4. \uc911\ub3d9 \uc9c0\uc5ed\uc758 \uc0c1\ub958 \uc9c0\ucd9c\uc740 2025\ub144 1,300\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud588\uc73c\uba70, PetroChina\ub294 2024\ub144 600\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744, CNOOC\ub294 130\uc5b5~140\uc5b5 \ub2ec\ub7ec\ub97c \ud574\uc0c1 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc758 ONGC\ub294 Krishna-Godavari \uac1c\ubc1c\uc5d0 86\uc5b5 \ub2ec\ub7ec\ub97c \ubc30\uc815\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n4.  \uae30\uc874 \uc720\uc804\uc758 \ud0c8\ud0c4\uc18c\ud654\ub97c \uc704\ud55c \uc720\uc9c0\ubcf4\uc218 CAPEX \uae09\uc99d: IEA\ub294 2030\ub144\uae4c\uc9c0 \uae30\uc874 \uc790\uc0b0\uc5d0 \uba54\ud0c4 \ud3ec\uc9d1, \uc804\ub825\ud654, \ud0c4\uc18c \ud3ec\uc9d1 \uc194\ub8e8\uc158\uc744 \uac1c\uc870\ud558\ub294 \ub370 6,000\uc5b5 \ub2ec\ub7ec\uac00 \uc9c0\ucd9c\ub420 \uac83\uc73c\ub85c \ucd94\uc815\ud569\ub2c8\ub2e4. Siemens Energy\ub294 \ub514\uc824 \ubc1c\uc804\uae30\ub97c \ud574\uc0c1 \uc804\ub825 \ub610\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uc2dc\uc2a4\ud15c\uc73c\ub85c \uad50\uccb4\ud55c \ud6c4 15-20%\uc758 \ubc30\ucd9c\ub7c9 \uac10\uc18c\ub97c \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4. \ubd81\ud574\uc758 \ud574\uc800 \uc555\ucd95 \uae30\uc220\uc740 \uc790\uc0b0 \uc218\uba85\uc744 \ucd5c\ub300 15\ub144 \uc5f0\uc7a5\ud558\uc5ec \uc5c4\uaca9\ud55c \ubc30\ucd9c\ub7c9 \uae30\uc900 \ud558\uc5d0 \ud3d0\uae30 \ube44\uc6a9\uc744 \uc5f0\uae30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n5.  \ub514\uc9c0\ud138 \ud2b8\uc708 \ub3c4\uc785\uc73c\ub85c \ud504\ub85c\uc81d\ud2b8 \ucd08\uacfc \ube44\uc6a9 \uc808\uac10: \ub514\uc9c0\ud138 \ud2b8\uc708 \ud50c\ub7ab\ud3fc\uc740 \ube44\uc6a9 \ucd08\uacfc\ub97c 30-40% \uc808\uac10\ud558\uace0, \ud504\ub85c\uc81d\ud2b8 \uc77c\uc815\uc744 \ucd5c\ub300 18\uac1c\uc6d4 \ub2e8\ucd95\ud558\uc5ec \ubcd1\ud589 \ud504\ub85c\uc81d\ud2b8\ub97c \uc704\ud55c \uc790\ubcf8\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4.<br \/>\n6.  1MW \ubbf8\ub9cc \ubaa8\ub4c8\ud615 FLNG\uc758 \uc18c\uaddc\ubaa8 \uc720\uc804 \uac1c\ubc1c \uc720\uce58: \uc774 \uae30\uc220\uc740 1\uc870 \uc785\ubc29\ud53c\ud2b8 \ubbf8\ub9cc\uc758 \uace0\ub9bd\ub41c \ub9e4\uc7a5\ub7c9\uc744 \uc0c1\uc5c5\ud654\ud558\uc5ec \uc0c8\ub85c\uc6b4 \ud30c\uc774\ud504\ub77c\uc778 \uc5c6\uc774 \ud574\uc0c1 \uac00\uc2a4 \uc218\uc775\ud654\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<\/p>\n<p>1.  \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc7a5\uae30 \ud504\ub85c\uc81d\ud2b8 \uc704\ucd95: 2024-2025\ub144 \ub3d9\uc548 \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9\uc740 \ubc30\ub7f4\ub2f9 70-95\ub2ec\ub7ec \uc0ac\uc774\uc5d0\uc11c \uac70\ub798\ub418\uc5c8\uc73c\uba70, \uc774\ub294 \ub9ce\uc740 \uc2ec\ud574 \uc720\uc804\uc758 \uc190\uc775\ubd84\uae30\uc810\ubcf4\ub2e4 \ub0ae\uc544 80\uc5b5-100\uc5b5 \ubc30\ub7f4\uc758 \uc7a0\uc7ac\uc801 \uc790\uc6d0 \uac1c\ubc1c\uc774 \uc5f0\uae30\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc2dc\ucd94 \ube44\uc6a9(\uc6f0\ub2f9 1\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uc774\uc0c1)\uacfc \uae34 \uac1c\ubc1c \uae30\uac04(6-8\ub144)\uc740 \uc7a5\uae30 \ud22c\uc790\ub97c \uc800\ud574\ud569\ub2c8\ub2e4.<br \/>\n2.  ESG \uad00\ub828 \ubd80\ucc44 \uc57d\uc815\uc73c\ub85c \ud654\uc11d \uc5f0\ub8cc CAPEX \uc0c1\ud55c\uc120 \uc124\uc815: \ubd81\ubbf8 \ubc0f \uc720\ub7fd \ub300\ucd9c \uae30\uad00\ub4e4\uc740 \ub9e4\uc7a5\ub7c9 \uae30\ubc18 \ub300\ucd9c \uad6c\uc870\uc5d0 \ubc30\ucd9c \uac15\ub3c4 \ud14c\uc2a4\ud2b8\ub97c \ud3ec\ud568\ud558\uc5ec \uc11d\uc720 \ubc0f \uac00\uc2a4 \uc9c0\ucd9c\uc5d0 \ud560\ub2f9\ub420 \uc218 \uc788\ub294 \uc218\uc775 \ube44\uc911\uc744 \uc81c\ud55c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. OECD\uc758 \ud654\uc11d \uc5f0\ub8cc \ud0d0\uc0ac \ubcf4\uc870\uae08\uc740 2023-2025\ub144 \uc0ac\uc774\uc5d0 22% \uac10\uc18c\ud588\uc73c\uba70, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc740 2025\ub144 \uc11d\uc720 \ubc0f \uac00\uc2a4 CAPEX\ub97c 2023\ub144 \ub300\ube44 12% \uc0ad\uac10\ud558\uc5ec \ud574\uc0c1 \ud48d\ub825 \ubc0f \uc800\uc7a5 \uc2dc\uc124\uc5d0 \uc790\uae08\uc744 \uc7ac\ubc30\uc815\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n3.  OECD \uad6d\uac00\uc758 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc804\ud658 \uc815\ucc45: \uc720\ub7fd\uc5f0\ud569\uc758 \uadf8\ub9b0 \ub51c\uacfc \uac19\uc740 \uc815\ucc45 \ubcc0\ud654\ub294 \ud654\uc11d \uc5f0\ub8cc \ud22c\uc790\ub97c \uc704\ucd95\uc2dc\ud0a4\uace0 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\ub85c\uc758 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n4.  Tier-1 EPC(\uc124\uacc4, \uc870\ub2ec, \uac74\uc124) \uc778\ub825 \ubd80\uc871\uc73c\ub85c \uc778\ud55c \ube44\uc6a9 \uc0c1\uc2b9: \ubd81\ubbf8(\uba55\uc2dc\ucf54\ub9cc), \uc911\ub3d9(\uce74\ud0c0\ub974, UAE), \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758Tier-1 EPC \uc778\ub825 \ubd80\uc871\uc73c\ub85c \uc778\ud574 \ud504\ub85c\uc81d\ud2b8 \uc9c0\uc5f0 \ubc0f \ube44\uc6a9 \uc0c1\uc2b9\uc774 \ubc1c\uc0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc219\ub828\ub41c \uc778\ub825\uc758 \uc740\ud1f4\uc640 \uc0c8\ub85c\uc6b4 \uc778\ub825 \uc720\uc785 \ubd80\uc871\uc73c\ub85c \ub354\uc6b1 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5.  \uc815\uce58\uc801 \ubd88\uc548\uc815 \ubc0f \uaddc\uc81c \ubd88\ud655\uc2e4\uc131: \uc77c\ubd80 \uc8fc\uc694 \uc11d\uc720 \ubc0f \uac00\uc2a4 \uc0dd\uc0b0 \uc9c0\uc5ed\uc758 \uc815\uce58\uc801 \ubd88\uc548\uc815\uc740 \ud22c\uc790 \uc704\ud5d8\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc815\ubd80\uc758 \uc5d0\ub108\uc9c0 \uc815\ucc45 \ubcc0\ud654\uc640 \uaddc\uc81c \uac15\ud654\ub294 \uc7a5\uae30\uc801\uc778 \ud22c\uc790 \uacc4\ud68d\uc744 \ubd88\ud655\uc2e4\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \ubcf5\ud569\uc801\uc778 \uc694\uc778\ub4e4\uc740 \uc11d\uc720 \ubc0f \uac00\uc2a4 \uc0b0\uc5c5\uc758 \uc7a5\uae30 \ud22c\uc790\ub97c \uc704\ucd95\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uae30\uc5c5\ub4e4\uc740 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubc0f \uae30\ud0c0 \uc800\ud0c4\uc18c \uc194\ub8e8\uc158\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc5d0\ub108\uc9c0 \uc804\ud658 \uc2dc\ub300\uc5d0 \uc804\ud1b5\uc801\uc778 \ud654\uc11d \uc5f0\ub8cc \uc0b0\uc5c5\uc774 \uc9c1\uba74\ud55c \uad6c\uc870\uc801\uc778 \ub3c4\uc804\uc744 \uba85\ud655\ud788 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc804 \uc138\uacc4 \uc11d\uc720 \ubc0f \uac00\uc2a4 \uc790\ubcf8 \uc9c0\ucd9c(CAPEX) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. CAPEX\ub294 \uae30\uc5c5\/\uae30\uad00\uc774 \uc790\uc0b0 \ucde8\ub4dd, \uc5c5\uadf8\ub808\uc774\ub4dc, \uc720\uc9c0\ubcf4\uc218 \ubc0f \uc2e0\uaddc \ud504\ub85c\uc81d\ud2b8 \ud22c\uc790\ub97c \uc704\ud574 \uc0ac\uc6a9\ud558\ub294 \uc790\uae08\uc744 \uc758\ubbf8\ud558\uba70, \ubcf8 \uc2dc\uc7a5 \ubd84\uc11d\uc740 \uc804 \uc138\uacc4 \uc11d\uc720 \ubc0f \uac00\uc2a4 \uc6b4\uc601\uc0ac\ub4e4\uc758 \uc5f0\uac04 \ucd1d \uc790\ubcf8 \uc9c0\ucd9c\uc744 \ub300\uc0c1\uc73c\ub85c \ud569\ub2c8\ub2e4. \uc774\ub294 \uc5c5\uc2a4\ud2b8\ub9bc, \ubbf8\ub4dc\uc2a4\ud2b8\ub9bc, \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \ubd80\ubb38\uc758 \ud504\ub85c\uc81d\ud2b8 \ud22c\uc790\ub97c \ubaa8\ub450 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654\ub294 \ubd80\ubb38\ubcc4(\uc5c5\uc2a4\ud2b8\ub9bc, \ubbf8\ub4dc\uc2a4\ud2b8\ub9bc, \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc), \uc704\uce58\ubcc4(\uc721\uc0c1, \ud574\uc0c1), \uc790\uc0b0 \uc720\ud615\ubcc4(\uac74\uc124, \uc720\uc9c0\ubcf4\uc218 \ubc0f \ud134\uc5b4\ub77c\uc6b4\ub4dc, \ud574\uccb4), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4\ub85c \uc774\ub8e8\uc5b4\uc838 \uc788\uc73c\uba70, \uac01 \uc138\uadf8\uba3c\ud2b8\ubcc4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \uac00\uce58(USD)\ub97c \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uc804 \uc138\uacc4 \uc11d\uc720 \ubc0f \uac00\uc2a4 CAPEX \uc2dc\uc7a5\uc740 2026\ub144 6,808\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 8,306\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 4.06%\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 LNG \uc778\ud504\ub77c \uad6c\ucd95 \ud655\ub300, \uc2ec\ud574 \uc720\uc804 \ubc1c\uacac \uc99d\uac00\uc5d0 \ub530\ub978 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815(FIDs) \ud65c\uc131\ud654, \uc911\ub3d9 \ubc0f \uc544\uc2dc\uc544 \uc9c0\uc5ed \uad6d\uc601 \uc11d\uc720 \ud68c\uc0ac(NOC)\uc758 \uc5c5\uc2a4\ud2b8\ub9bc \ud22c\uc790 \ud68c\ubcf5, \ub178\ud6c4 \uc720\uc804 \ud0c8\ud0c4\uc18c\ud654\ub97c \uc704\ud55c \uc720\uc9c0\ubcf4\uc218 CAPEX \uae09\uc99d, \ub514\uc9c0\ud138 \ud2b8\uc708 \ub3c4\uc785\uc744 \ud1b5\ud55c \ud504\ub85c\uc81d\ud2b8 \ucd08\uacfc \ube44\uc6a9 \uc808\uac10, \uadf8\ub9ac\uace0 \uc18c\uaddc\ubaa8 \uc720\uc804 \uac1c\ubc1c\uc744 \ucd09\uc9c4\ud558\ub294 1MW \ubbf8\ub9cc \ubaa8\ub4c8\ud615 FLNG \uae30\uc220 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \ube0c\ub80c\ud2b8\uc720 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \uc7a5\uae30 \ud504\ub85c\uc81d\ud2b8 \uc704\ucd95, OECD \uad6d\uac00\ub4e4\uc758 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc815\ucc45 \uc804\ud658, 1\ub4f1\uae09 EPC \uc778\ub825 \ubd80\uc871\uc73c\ub85c \uc778\ud55c \ube44\uc6a9 \uc0c1\uc2b9, \uadf8\ub9ac\uace0 ESG \uc5f0\uacc4 \ubd80\ucc44 \uc57d\uc815\uc73c\ub85c \uc778\ud55c \ud654\uc11d \uc5f0\ub8cc CAPEX \uc0c1\ud55c\uc120 \uc124\uc815 \ub4f1\uc774 \uc5b8\uae09\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc758 \uc8fc\uc694 \ud1b5\ucc30\ub825\uc5d0 \ub530\ub974\uba74, \uc5c5\uc2a4\ud2b8\ub9bc \ubd80\ubb38\uc774 2025\ub144 \uc9c0\ucd9c\uc758 73.24%\ub97c \ucc28\uc9c0\ud558\uba70 2031\ub144\uae4c\uc9c0 4.12% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uad6d\uc601 \uc11d\uc720 \ud68c\uc0ac \uc608\uc0b0 \uc99d\uac00 \ubc0f LNG \uc778\ud504\ub77c \uad6c\ucd95\uc5d0 \ud798\uc785\uc5b4 4.83%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uc804\ub9dd\uc785\ub2c8\ub2e4. \ub610\ud55c, \uba55\uc2dc\ucf54\ub9cc \ubc0f \uc601\uad6d \ubd81\ud574\uc758 \uaddc\uc81c \uc758\ubb34\uc640 14,000\uac1c\uc5d0 \ub2ec\ud558\ub294 \uc720\ud734 \uad6c\uc870\ubb3c\ub85c \uc778\ud574 \ud574\uccb4(Decommissioning) \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 6.55%\uc758 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub514\uc9c0\ud138 \ud2b8\uc708 \uae30\uc220 \ub3c4\uc785\uc740 \ud504\ub85c\uc81d\ud2b8 \ube44\uc6a9 \ucd08\uacfc\ub97c 30-40% \uac10\uc18c\uc2dc\ud0a4\uace0, \uc790\ubcf8 \uc7ac\ubc30\uce58\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uba70, \ud504\ub85c\uc81d\ud2b8 \uc77c\uc815\uc744 \ucd5c\ub300 18\uac1c\uc6d4 \ub2e8\ucd95\uc2dc\ud0a4\ub294 \ud6a8\uacfc\ub97c \uac00\uc838\uc635\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc778\uc218\ud569\ubcd1(M&#038;A), \ud30c\ud2b8\ub108\uc2ed \ub4f1 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704, \uadf8\ub9ac\uace0 Saudi Aramco, Exxon Mobil, Shell, BP, TotalEnergies, Chevron \ub4f1 \uc8fc\uc694 21\uac1c \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d\uc740 \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \uc720\ub7fd(\ub178\ub974\uc6e8\uc774, \uc601\uad6d, \ub7ec\uc2dc\uc544, \ub124\ub35c\ub780\ub4dc, \ub3c5\uc77c \ub4f1), \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(\uc911\uad6d, \uc778\ub3c4, \uc77c\ubcf8, \ud55c\uad6d, \uc544\uc138\uc548, \ud638\uc8fc \ub4f1), \ub0a8\ubbf8(\ube0c\ub77c\uc9c8, \uc544\ub974\ud5e8\ud2f0\ub098, \ucf5c\ub86c\ube44\uc544 \ub4f1), \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74(\uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, UAE, \uce74\ud0c0\ub974, \ub098\uc774\uc9c0\ub9ac\uc544, \ub0a8\uc544\ud504\ub9ac\uce74 \ub4f1)\ub97c \ud3ec\uad04\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-48283","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\/48283"}],"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=48283"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/48283\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=48283"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=48283"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=48283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}