{"id":48533,"date":"2026-02-20T06:19:44","date_gmt":"2026-02-20T06:19:44","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/ammonia-market-mordor\/"},"modified":"2026-09-11T08:20:39","modified_gmt":"2026-09-10T23:20:39","slug":"ammonia-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/ammonia-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d \u2013 \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 ~ 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/ammonia-market-1767688207255-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\/ammonia-market-size-image-1767689324630.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud604\ud669<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 \uc544\uc2dc\uc544 \uc804\uc5ed\uc758 \uc800\ud0c4\uc18c \ube44\ub8cc \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \ud574\uc0c1 \ubc99\ucee4\ub9c1\uc744 \uc704\ud55c \uc218\uc18c \uc6b4\ubc18\uccb4\ub85c\uc758 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.3 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc218\ucd9c \ud5c8\ube0c\uc5d0 \ub300\ud55c \ud22c\uc790 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud3ed\ubc1c\ubb3c \uc0dd\uc0b0\uc5d0\uc11c\uc758 \uc0ac\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc778\ub3c4\uc758 \ube44\ub8cc \ubcf4\uc870\uae08 \uc815\ucc45\uc774 \uce5c\ud658\uacbd \ud63c\ud569\ubb3c\ub85c \uc804\ud658<\/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 \ubcc0\ub3d9\uc131 \uc788\ub294 \ucc9c\uc5f0\uac00\uc2a4 \uac00\uaca9\uc73c\ub85c \uc778\ud55c \uc804 \uc138\uacc4 \ud604\uae08 \ube44\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc0b0\uc5c5 \ub300\uccb4 \uc81c\ud55c\uc744 \ucd08\ub798\ud558\ub294 \uc548\uc804 \ubc0f \ub3c5\uc131 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc804\ud574\uc870 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1<\/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 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.6 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.6.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.5 \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 (\ubb3c\ub7c9)<\/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 \uc561\uccb4<\/li>\n<li class=\"toc-level-3\">5.1.2 \uae30\uccb4<\/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 \ub18d\uc5c5<\/li>\n<li class=\"toc-level-3\">5.2.2 \uad11\uc5c5 \ubc0f \uae08\uc18d<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc12c\uc720<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc81c\uc57d<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc0b0\uc5c5\uc6a9 \ub0c9\ub3d9<\/li>\n<li class=\"toc-level-3\">5.2.6 \ubc1c\uc804<\/li>\n<li class=\"toc-level-3\">5.2.7 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 (\uc218\ucc98\ub9ac, \uace0\ubb34, \uc11d\uc720, \ud384\ud504 \ubc0f \uc81c\uc9c0)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.3.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.3.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.3.1.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.3.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.3.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.3.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.3.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.5 \ubd81\uc720\ub7fd \uad6d\uac00<\/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 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728(%)\/\uc21c\uc704 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34, \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 Acron Group<\/li>\n<li class=\"toc-level-3\">6.4.2 BASF<\/li>\n<li class=\"toc-level-3\">6.4.3 CF Industries Holdings, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 CSBP<\/li>\n<li class=\"toc-level-3\">6.4.5 Dyno Nobel<\/li>\n<li class=\"toc-level-3\">6.4.6 EuroChem Group<\/li>\n<li class=\"toc-level-3\">6.4.7 Group DF<\/li>\n<li class=\"toc-level-3\">6.4.8 Grupa Azoty S.A.<\/li>\n<li class=\"toc-level-3\">6.4.9 IFFCO<\/li>\n<li class=\"toc-level-3\">6.4.10 Industries Qatar<\/li>\n<li class=\"toc-level-3\">6.4.11 JSC Togliattiazot<\/li>\n<li class=\"toc-level-3\">6.4.12 Koch Fertilizer, LLC<\/li>\n<li class=\"toc-level-3\">6.4.13 LSB Industries<\/li>\n<li class=\"toc-level-3\">6.4.14 Nutrien<\/li>\n<li class=\"toc-level-3\">6.4.15 OCI<\/li>\n<li class=\"toc-level-3\">6.4.16 Orica Limited<\/li>\n<li class=\"toc-level-3\">6.4.17 PetroChina Company Limited<\/li>\n<li class=\"toc-level-3\">6.4.18 PT Pupuk Sriwidjaja Palembang<\/li>\n<li class=\"toc-level-3\">6.4.19 Rashtriya Chemicals &amp; Fertilisers<\/li>\n<li class=\"toc-level-3\">6.4.20 SABIC<\/li>\n<li class=\"toc-level-3\">6.4.21 The Mosaic Company<\/li>\n<li class=\"toc-level-3\">6.4.22 Yara<\/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>\uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>\uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uad6c\uc870\uc801 \ubcc0\ud654\uc640 \ud568\uaed8 \uc644\ub9cc\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ucc9c\uc5f0\uac00\uc2a4 \uae30\ubc18 \uc0dd\uc0b0\uc5d0\uc11c \uc800\ud0c4\uc18c \uc218\uc18c\ub85c\uc758 \uc804\ud658, \ubc1c\uc804 \ubd80\ubb38\uc758 \uc554\ubaa8\ub2c8\uc544 \ud63c\uc18c(co-firing) \uc2dc\ub3c4, \uadf8\ub9ac\uace0 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\uac00 \ub192\uc740 \uc218\uc18c \uc6b4\ubc18\uccb4\ub85c\uc11c\uc758 \uc5ed\ud560\uc774 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc561\uccb4 \uc554\ubaa8\ub2c8\uc544\ub294 \uc804 \uc138\uacc4 \ubb34\uc5ed \ud750\ub984\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc9c0\ub9cc, \uae30\uccb4 \uc554\ubaa8\ub2c8\uc544 \uacf5\uae09\uc740 \uc561\ud654 \uacfc\uc815\uc744 \uc6b0\ud68c\ud560 \uc218 \uc788\ub294 \uc0b0\uc5c5 \ud604\uc7a5\uc744 \uc911\uc2ec\uc73c\ub85c \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube44\ub8cc\ub294 \uc5ec\uc804\ud788 \uc8fc\uc694 \uc18c\ube44\ucc98\uc774\uc9c0\ub9cc, \uc77c\ubcf8\uacfc \ud55c\uad6d\uc758 \ud63c\uc18c \ubc1c\uc804, \uacbd\uc554 \ucc44\uad74\uc6a9 \ud3ed\ubc1c\ubb3c, \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \uc81c\uc5b4 \ubc29\ucd9c \uc694\uc18c(controlled-release urea) \ub4f1\uc774 \uc0c8\ub85c\uc6b4 \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\uc5d0 \ub530\ub77c \uae30\uc874 \uc0dd\uc0b0 \uae30\uc5c5\ub4e4\uc740 \ud558\ubc84-\ubcf4\uc26c(Haber-Bosch) \uc124\ube44\uc5d0 \ud0c4\uc18c \ud3ec\uc9d1 \uae30\uc220\uc744 \uc801\uc6a9\ud558\uace0 \uc788\uc73c\uba70, \uc2e0\uaddc \uc9c4\uc785 \uae30\uc5c5\ub4e4\uc740 20\ub144 \uc7a5\uae30 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uacc4\uc57d\uc744 \ud1b5\ud574 2028\ub144\uae4c\uc9c0 \uae30\uc874 \uc554\ubaa8\ub2c8\uc544\ubcf4\ub2e4 \ub0ae\uc740 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc0dd\uc0b0 \ube44\uc6a9\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>Mordor Intelligence \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144 1\uc5b5 9,735\ub9cc \ud1a4\uc5d0\uc11c 2031\ub144 2\uc5b5 1,672\ub9cc \ud1a4\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 1.89%\ub97c \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \uc9c0\ubaa9\ub418\uc5c8\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub0ae\uc740 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p># 2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>2.1. \uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \uc800\ud0c4\uc18c \ube44\ub8cc \uc218\uc694 \uae09\uc99d: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed \uc815\ubd80\ub4e4\uc774 \ubcf4\uc870\uae08 \uc9c0\uae09\uc744 \ud0c4\uc18c \uc9d1\uc57d\ub3c4\uc640 \uc5f0\uacc4\ud558\uba74\uc11c, \ube44\ub8cc \uae30\uc5c5\ub4e4\uc740 \uae30\uc874 \uc554\ubaa8\ub2c8\uc544 \uc0dd\uc0b0 \uc2dc\uc124\uc5d0 \uc804\ud574\uc870\ub97c \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc758 \uc9c1\uc811 \ud61c\ud0dd \uc774\uc804(Direct Benefit Transfer) \uc81c\ub3c4\ub294 5%\uc758 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \ud63c\ud569 \uc758\ubb34\ub97c \ucd94\uac00\ud558\uc5ec 2027\ub144\uae4c\uc9c0 98\ub9cc \ud1a4\uc758 \ucd94\uac00 \uc218\uc694\ub97c \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uad6d\uc601 \uae30\uc5c5\uc778 Pupuk Indonesia\ub294 Petrokimia Gresik \uc2dc\uc124\uc744 \uc7ac\uc0dd \uc218\uc18c \uae30\ubc18\uc73c\ub85c \uac1c\uc870\ud558\uae30 \uc704\ud574 12\uc5b5 \ub2ec\ub7ec\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc81c14\ucc28 5\uac1c\ub144 \uacc4\ud68d\uc740 \uc2e0\uaddc \uc11d\ud0c4 \uae30\ubc18 \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \uc0c1\ud55c\uc120\uc744 \ub450\uace0 \uc5f0\uac04 50\ub9cc \ud1a4 \uc774\uc0c1\uc758 \uc2dc\uc124\uc5d0 \ud0c4\uc18c \ud3ec\uc9d1 \uc900\ube44\ub97c \uc758\ubb34\ud654\ud558\uc5ec \ud6a8\uc728\uc801\uc778 \uad6d\uc601 \ubcf5\ud569 \ub2e8\uc9c0\ub85c \uc0dd\uc0b0\uc744 \uc9d1\uc911\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc870\uce58\ub4e4\uc740 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc5d0 \uc0c8\ub85c\uc6b4 \ubb3c\ub7c9\uc744 \uacf5\uae09\ud558\uace0, \ube44\ub8cc \ubd80\uc871 \uad6d\uac00\uc758 \uc218\uc785 \uc758\uc874\ub3c4\ub97c \uc2ec\ud654\uc2dc\ud0a4\uba70, \uc911\ub3d9 \uc804\uc5ed\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \uc0c1\uc5c5\uc6a9 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \ud504\ub85c\uc81d\ud2b8\ub97c \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud574\uc0c1 \ubc99\ucee4\ub9c1\uc744 \uc704\ud55c \uc218\uc18c \uc6b4\ubc18\uccb4\ub85c\uc11c\uc758 \ucc44\ud0dd: \uc554\ubaa8\ub2c8\uc544\ub294 \uc8fc\ubcc0 \uc870\uac74\uc5d0\uc11c \uc785\ubc29\ubbf8\ud130\ub2f9 4.3MWh\ub97c \uc800\uc7a5\ud560 \uc218 \uc788\uc5b4, \uadf9\uc800\uc628 \uc2dc\uc2a4\ud15c \uc5c6\uc774\ub3c4 \ud574\uc591 \ub514\uc824\uacfc \uc720\uc0ac\ud55c \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uc758 NYK\ub294 2024\ub144\uc5d0 12\ucc99\uc758 \uc554\ubaa8\ub2c8\uc544 \uc5f0\ub8cc \ubc8c\ud06c\uc120\uc744 \uc8fc\ubb38\ud588\uc73c\uba70, \uc720\ub7fd \ud574\uc591 \uc548\uc804\uccad(EMSA)\uc740 \uc774\uc911\ubcbd \ubc30\uad00 \ubc0f \uc99d\uae30 \ud68c\uc218 \uc2dc\uc2a4\ud15c\uc744 \ud45c\uc900\ud654\ud558\ub294 \uc554\ubaa8\ub2c8\uc544 \ubc99\ucee4\ub9c1 \uc9c0\uce68\uc744 \ubc1c\ud45c\ud558\uc5ec \uc6b4\uc601 \uc704\ud5d8 \uc778\uc2dd\uc744 \ub0ae\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2f1\uac00\ud3ec\ub974\ub294 2030\ub144\uae4c\uc9c0 \uc5f0\uac04 50\ub9cc \ud1a4\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 3\uac1c\uc758 \ubc99\ucee4\ub9c1 \ub77c\uc774\uc120\uc2a4\ub97c \ubd80\uc5ec\ud558\uc5ec \ud0dc\ud3c9\uc591 \ucee8\ud14c\uc774\ub108 \ub178\uc120\uc758 \ucd08\uae30 \uc218\uc694\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc870\uce58\ub4e4\uc740 2031\ub144 \uc774\uc804\uc5d0 \uc5f0\uac04 300\ub9cc \ud1a4\uc744 \ud761\uc218\ud560 \uc218 \uc788\ub294 \uc804\uc6a9 \ubc99\ucee4\ub9c1 \ub124\ud2b8\uc6cc\ud06c\ub97c \uad6c\ucd95\ud558\uc5ec \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc744 \ud655\ub300\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc218\ucd9c \ud5c8\ube0c \ud22c\uc790 \uc99d\uac00: \uac1c\ubc1c\uc5c5\uccb4\ub4e4\uc740 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uade0\ub4f1\ud654 \ubc1c\uc804 \ube44\uc6a9(LCOE)\uc774 MWh\ub2f9 20\ub2ec\ub7ec \ubbf8\ub9cc\uc778 \uc9c0\uc5ed\uc73c\ub85c \ubab0\ub824\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544 NEOM\uc758 84\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \ubcf5\ud569 \ub2e8\uc9c0\ub294 2025\ub144\uc5d0 \uc2dc\uc6b4\uc804\uc744 \uc2dc\uc791\ud558\uc5ec 20\ub144 \uacc4\uc57d\uc5d0 \ub530\ub77c \uc5f0\uac04 120\ub9cc \ud1a4\uc744 \ubc1c\uc804 \ubc0f \ud574\uc6b4 \uc2dc\uc7a5\uc5d0 \uacf5\uae09\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \uc774\uc9d1\ud2b8\uc758 \uc544\uc778 \uc18c\ud06c\ub098(Ain Sokhna) \ud504\ub85c\uc81d\ud2b8\ub294 15\ub144 EU \uc9c0\uc218 \uc5f0\ub3d9 \uc624\ud504\ud14c\uc774\ud06c \uacc4\uc57d\uc744 \ud655\ubcf4\ud588\uc73c\uba70, \ud638\uc8fc\uc758 \ud544\ubc14\ub77c(Pilbara) \uc9c0\uc5ed\uc5d0\uc11c\ub294 Fortescue\uc640 Yara\uac00 \uc218\uc2ed\ub9cc \ud1a4 \uaddc\ubaa8\uc758 \ud504\ub85c\uc81d\ud2b8\ub97c \ucd94\uc9c4\ud558\uc5ec \uace0\ub9bd\ub41c \ud48d\ub825 \ubc0f \ud0dc\uc591\uad11 \ubc1c\uc804\uacfc \ud574\uc548 \uc218\ucd9c \ubd80\ub450\ub97c \uc5f0\uacb0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2028\ub144\uae4c\uc9c0 \ud1a4\ub2f9 400\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \uc0dd\uc0b0 \ube44\uc6a9\uc740 \uc774\ub7ec\ud55c \ud5c8\ube0c\ub4e4\uc774 \uc720\ub7fd\uc758 \uae30\uc874 \uc554\ubaa8\ub2c8\uc544 \uac00\uaca9\uc744 \ud558\ud68c\ud558\uac8c \ud558\uc5ec \ud0dc\ud3c9\uc591 \ubc0f \uc9c0\uc911\ud574 \ubd84\uc9c0 \ubc29\ud5a5\uc73c\ub85c \ubb34\uc5ed \uacbd\ub85c\ub97c \uc7ac\ud3b8\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ud3ed\ubc1c\ubb3c \uc0dd\uc0b0\uc5d0\uc11c\uc758 \ud65c\uc6a9 \uc99d\ub300: \uad11\uc5c5 \ud68c\uc0ac\ub4e4\uc740 \uc9c8\uc18c\uc0b0\ud654\ubb3c \ubc30\ucd9c\ub7c9\uc744 40% \uc904\uc774\uace0 \uc554\uc11d \ud30c\uc1c4 \ud6a8\uc728\uc744 \ub192\uc774\ub294 \uc9c8\uc0b0\uc554\ubaa8\ub284 \uc5d0\uba40\uc83c\uc73c\ub85c \ub514\uc824 \uc624\uc77c \ubc1c\ud30c\uc81c\ub97c \ub300\uccb4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Orica\ub294 BHP \ubc0f Rio Tinto\uc640\uc758 \uc7a5\uae30 \uacc4\uc57d\uc744 \ud1b5\ud574 Kooragang\uc5d0 \uc5f0\uac04 20\ub9cc \ud1a4\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd94\uac00\ud588\uc73c\uba70, Dyno Nobel\uc758 Maxam \ubd81\ubbf8 \ud3ed\ubc1c\ubb3c \uc0ac\uc5c5\ubd80 \uc778\uc218\ub294 \uc9c0\uc5ed \uc0dd\uc0b0 \ub2a5\ub825\uc758 35%\ub97c \ud1b5\ud569\ud588\uc2b5\ub2c8\ub2e4. \uce60\ub808 \uc544\ud0c0\uce74\ub9c8\uc758 \ub9ac\ud2ac \uc0dd\uc0b0\uc790\ub4e4\uc740 2027\ub144\uae4c\uc9c0 \uc554\ubaa8\ub2c8\uc544 \uc218\uc694\ub97c \uc5f0\uac04 8\ub9cc \ud1a4 \uc99d\uac00\uc2dc\ud0ac \uc9c8\uc0b0 \uae30\ubc18 \uce68\ucd9c \ud68c\ub85c\ub97c \ucc44\ud0dd\ud558\uc5ec \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc778\ub3c4\uc758 \ub179\uc0c9 \ube44\ub8cc \ud63c\ud569 \uc815\ucc45 \uc804\ud658: \uc778\ub3c4\uc758 \ube44\ub8cc \ubcf4\uc870\uae08 \uc815\ucc45\uc774 \ub179\uc0c9 \ud63c\ud569 \ube44\ub8cc \ucabd\uc73c\ub85c \uc804\ud658\ub418\uba74\uc11c, \uad6d\ub0b4 \uc554\ubaa8\ub2c8\uc544 \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.2. \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \ucc9c\uc5f0\uac00\uc2a4 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \uae00\ub85c\ubc8c \ud604\uae08 \uc6d0\uac00 \uc0c1\uc2b9: \ucc9c\uc5f0\uac00\uc2a4\ub294 \uae30\uc874 \uc554\ubaa8\ub2c8\uc544 \uc0dd\uc0b0 \ube44\uc6a9\uc758 \ucd5c\ub300 80%\ub97c \ucc28\uc9c0\ud558\ubbc0\ub85c, \uc6d0\ub8cc \uac00\uaca9 \ubcc0\ub3d9\uc740 \ud55c\uacc4 \uc0dd\uc0b0 \uacf5\uc7a5\uc758 \uac00\ub3d9 \uc911\ub2e8\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. \uc720\ub7fd \uc0dd\uc0b0\uc790\ub4e4\uc740 2025\ub144 \ud3c9\uade0 TTF \uac00\uaca9\uc774 MWh\ub2f9 42\uc720\ub85c\uc5d0 \ub2ec\ud558\uc5ec \ud604\uae08 \uc6d0\uac00\uac00 \ud1a4\ub2f9 600\uc720\ub85c\ub97c \ucd08\uacfc\ud588\uc73c\uba70, Grupa Azoty\ub294 18\ub9cc \ud1a4\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 4\uac1c\uc6d4 \ub3d9\uc548 \uc720\ud734 \uc0c1\ud0dc\ub85c \ub450\uc5b4\uc57c \ud588\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc6b4\uc601\uc790\ub4e4\uc740 MMBtu\ub2f9 3\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \ud5e8\ub9ac \ud5c8\ube0c(Henry Hub) \uac00\uaca9\uc744 \ub204\ub9ac\uace0 \uc788\uc9c0\ub9cc, LNG \uc218\ucd9c\uc774 \uacf5\uae09\uc744 \uc555\ubc15\ud558\uace0 \uc5ec\ub984\ucca0 \ucd5c\uace0\uce58\ub97c \ub04c\uc5b4\uc62c\ub824 \ub9c8\uc9c4 \uc644\ucda9\uc7ac\ub97c \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \uc218\uc785\uc5c5\uccb4\ub4e4\uc740 \ud604\ubb3c LNG \ud654\ubb3c\uc5d0 MMBtu\ub2f9 12~14\ub2ec\ub7ec\ub97c \uc9c0\ubd88\ud558\uc5ec \ud604\uc9c0 \uc554\ubaa8\ub2c8\uc544\uc758 \uacbd\uc7c1\ub825\uc744 \ub5a8\uc5b4\ub728\ub9ac\uace0 \uc911\ub3d9 \ubb3c\ub7c9\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc548\uc804 \ubc0f \ub3c5\uc131 \ubb38\uc81c\ub85c \uc778\ud55c \uc0b0\uc5c5 \ub300\uccb4 \uc81c\ud55c: \uc554\ubaa8\ub2c8\uc544\uc758 8\uc2dc\uac04 \ud5c8\uc6a9 \ub178\ucd9c \ud55c\uacc4(PEL)\ub294 50ppm\uc73c\ub85c, \uac12\ube44\uc2fc \uc548\uc804 \uc870\uce58\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \ubbf8\uad6d \ud654\ud559 \uc548\uc804 \uc704\uc6d0\ud68c(U.S. Chemical Safety Board)\ub294 2024\ub144\uc5d0 1,000\ud30c\uc6b4\ub4dc \uc774\uc0c1\uc758 \uc554\ubaa8\ub2c8\uc544 \ub204\ucd9c \uc0ac\uace0 14\uac74\uc744 \uc9d1\uacc4\ud588\uc73c\uba70, \uc774 \uc911 \ub8e8\uc774\uc9c0\uc560\ub098\uc758 \ud55c \ub0c9\uc7a5 \ucc3d\uace0 \ub204\ucd9c \uc0ac\uace0\ub294 8\uba85\uc758 \uc791\uc5c5\uc790\ub97c \uc785\uc6d0\uc2dc\ud0a4\uace0 1\ub9c8\uc77c \ub300\ud53c\ub839\uc744 \ubc1c\ub839\ud588\uc2b5\ub2c8\ub2e4. EU\uc758 Seveso III \uaddc\uc815\uc740 50\ud1a4 \uc774\uc0c1\uc758 \uc800\uc7a5 \uc2dc\uc124\uc744 \uc0c1\uc704 \ub4f1\uae09\uc73c\ub85c \ubd84\ub958\ud558\uc5ec \uacf5\uacf5 \ud611\uc758\ub97c \uc758\ubb34\ud654\ud558\uace0 \ud504\ub85c\uc81d\ud2b8\ub97c \ucd5c\ub300 18\uac1c\uc6d4 \uc9c0\uc5f0\uc2dc\ud0b5\ub2c8\ub2e4. \ubcf4\ud5d8\uc0ac\ub4e4\uc740 \ubcf4\ud5d8\ub8cc \ud560\uc99d\uc73c\ub85c \ub300\uc751\ud558\uc5ec \uc18c\uaddc\ubaa8 \uae30\uc5c5\uc774 \ub0c9\ub9e4 \ubc0f \ud654\ud559 \uacf5\uc815\uc744 \uc804\ud658\ud558\ub294 \uac83\uc744 \ub2e8\ub150\uc2dc\ud0a4\uace0, \uc120\uc9c4\uad6d\uc5d0\uc11c \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc758 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc744 \uc800\ud574\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc804\ud574\uc870 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1: \uc804\ud574\uc870 \uc0dd\uc0b0\uc5d0 \ud544\uc694\ud55c \ud76c\ud1a0\ub958 \ubc0f \ubc31\uae08\uc871 \uae08\uc18d \uc870\ub2ec\uc758 \ubcd1\ubaa9 \ud604\uc0c1\uc740 \uae00\ub85c\ubc8c \uc804\ud574\uc870 \uacf5\uae09\ub9dd\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 3. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>3.1. \uc720\ud615\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc561\uccb4 \uc554\ubaa8\ub2c8\uc544: 2025\ub144 \uc804 \uc138\uacc4 \ubb3c\ub7c9\uc758 91.28%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ube44\ub8cc \uacf5\uc7a5\uc73c\ub85c\uc758 \ubb34\uc218 \uc554\ubaa8\ub2c8\uc544 \ud30c\uc774\ud504\ub77c\uc778 \uacf5\uae09 \ubc0f \ud574\uc0c1 \uc6b4\uc1a1\uc744 \uc704\ud55c \uac00\uc555 \ud0f1\ucee4 \ub4f1 \uae30\uc874\uc758 \ud655\uace0\ud55c \ubb3c\ub958 \uc778\ud504\ub77c\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. \ub300\ub7c9 \uc800\uc7a5 \ubc0f \ub0c9\ub9e4\ub294 \uc6b4\uc1a1 \ube44\uc6a9\uc758 \uc57d 30%\ub97c \ucc28\uc9c0\ud558\uc9c0\ub9cc, \uc774\ubbf8 \ud22c\uc790\ub41c \uc790\ubcf8\uc740 \ube60\ub978 \uc804\ud658\uc744 \uc5b4\ub835\uac8c \ud558\uc5ec \uc561\uccb4 \ubd80\ubb38\uc774 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc5d0\uc11c \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \uc720\uc9c0\ud558\uac8c \ud569\ub2c8\ub2e4. \ubd81\uc544\ud504\ub9ac\uce74\uc640 \uc911\ub3d9 \uc218\ucd9c\uad6d\ub4e4\uc740 \ub192\uc740 \ucc9c\uc5f0\uac00\uc2a4 \uac00\uaca9\uc73c\ub85c \uc778\ud574 \ud604\uc9c0 \uc0dd\uc0b0\uc774 \uc704\ucd95\ub41c \uc720\ub7fd\uacfc \uc544\uc2dc\uc544 \uc2dc\uc7a5\uc5d0 \ud0f1\ucee4 \uc120\ub2e8\uc744 \ud65c\uc6a9\ud558\uc5ec \uce68\ud22c\ud558\uace0 \uc788\uc73c\uba70, \uac78\ud504\ub9cc \uc5f0\uc548 \uc218\ucd9c\uad6d\ub4e4\uc740 \uc778\uc811\ud55c \uc11d\uc720\ud654\ud559 \uc778\ud504\ub77c\ub97c \ud65c\uc6a9\ud558\uc5ec \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74\uc5d0 \ub3c4\ub2ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\uccb4 \uc554\ubaa8\ub2c8\uc544: 2031\ub144\uae4c\uc9c0 4.18%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2dd\ud488 \uc18c\ub9e4 \ubc0f \uc81c\uc57d \ubd84\uc57c\uc758 \uc0b0\uc5c5\uc6a9 \ub0c9\ub9e4 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ud569\uc131 \ub0c9\ub9e4\ub97c \ud604\uc7a5 \uae30\uccb4 \uc554\ubaa8\ub2c8\uc544\ub85c \ub300\uccb4\ud558\ub294 \ucd94\uc138\uac00 \ub098\ud0c0\ub098\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uad6d\uc81c \uc554\ubaa8\ub2c8\uc544 \ub0c9\ub9e4 \uc5f0\uad6c\uc18c(International Institute of Ammonia Refrigeration)\uc5d0 \ub530\ub974\uba74 \uc804\ub825 \uc18c\ube44\ub97c 18% \uc808\uac10\ud558\ub294 \ud6a8\uacfc\ub97c \uac00\uc838\uc635\ub2c8\ub2e4. \uc911\uad6d\uc758 \ub098\uc77c\ub860 \ubc0f \uc544\ud06c\ub9b4 \uc0dd\uc0b0\uc790\ub4e4\ub3c4 \uc778\uc811\ud55c \uc11d\ud0c4 \uac00\uc2a4\ud654 \uc7a5\uce58\uc5d0\uc11c \uae30\uccb4 \uc554\ubaa8\ub2c8\uc544\ub97c \uc9c1\uc811 \uacf5\uae09\ubc1b\uc544 \ubc18\uc751 \uc18d\ub3c4\ub97c \ub192\uc774\uace0 \uc815\uc81c \ub2e8\uacc4\ub97c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucd5c\uc885 \uc0ac\uc6a9 \ud6a8\uc728\uc131\uc740 \uae30\uccb4 \ubd80\ubb38\uc758 \uaddc\ubaa8\uac00 \uc791\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uae30\uccb4 \ud615\ud0dc\uc758 \ub9e4\ub825\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.2. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \ub18d\uc5c5: 2025\ub144 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc758 78.76%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5ec\uc804\ud788 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc694\uc18c, \uc9c8\uc0b0\uc554\ubaa8\ub284, \ubcf5\ud569 \ube44\ub8cc \ub4f1\uc774 \uc9c8\uc18c \uacf5\uae09\uc758 \uc8fc\uc694 \ud615\ud0dc\uc785\ub2c8\ub2e4. \uc815\ubc00 \ub18d\uc5c5 \ud50c\ub7ab\ud3fc\uc758 \ubc1c\uc804\uc774 \uc808\ub300\uc801\uc778 \uc131\uc7a5\ub960\uc744 \uc644\ud654\ud558\uace0 \uc788\uc9c0\ub9cc, \uc815\ucc45\uc801 \uc778\uc13c\ud2f0\ube0c\ub97c \ud1b5\ud55c \ub179\uc0c9 \ud63c\ud569 \ube44\ub8cc \ubc0f \uc81c\uc5b4 \ubc29\ucd9c \uae30\uc220\uc774 \uc800\ud0c4\uc18c \ud568\ub7c9\uc5d0 \ub300\ud55c \ubcf4\uc0c1\uc744 \uc81c\uacf5\ud558\uba70 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc5d0 \uc0c8\ub85c\uc6b4 \ubb3c\ub7c9\uc744 \uc720\uc785\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad11\uc5c5 \ubc0f \uae08\uc18d \uc0b0\uc5c5\uc740 \ubc1c\ud30c \uc5d0\uba40\uc83c\uacfc \uc0c8\ub85c\uc6b4 \ub9ac\ud2ac \uce68\ucd9c \ud68c\ub85c\ub97c \ud1b5\ud574 6%\uc758 \uc548\uc815\uc801\uc778 \ube44\uc911\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc218\ucc98\ub9ac, \uc12c\uc720, \uc81c\uc57d, \uc11d\uc720 \uc815\uc81c \ub4f1\uc774 \ub2e4\uc591\ud55c \uc218\uc694\ub97c \uad6c\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc1c\uc804: 5.87%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud558\uba70 \uc2dc\uc7a5\uc758 \ud575\uc2ec \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc740 2030\ub144\uae4c\uc9c0 \uc11d\ud0c4 \ubcf4\uc77c\ub7ec\uc5d0 \uc554\ubaa8\ub2c8\uc544 20% \ud63c\uc18c\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc73c\uba70, \ud55c\uad6d\uc740 3.6GW \uaddc\ubaa8\uc758 \ud63c\uc18c \ubc1c\uc804 \uc124\ube44\ub97c \uad6c\ucd95 \uc911\uc785\ub2c8\ub2e4. \uc774\ub294 \ucd1d 800\ub9cc \ud1a4\uc758 \uc0c8\ub85c\uc6b4 \uc554\ubaa8\ub2c8\uc544 \uc218\uc694\ub97c \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubc1c\uc804 \ubd80\ubb38\uc740 \ube44\ub8cc \uac00\uaca9 \uc8fc\uae30\uc640\ub294 \ubcc4\uac1c\ub85c \uc11d\ud0c4 \uac00\uaca9\uc5d0 \uc5f0\ub3d9\ub41c \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uba70 \ub3c5\uc790\uc801\uc778 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc785 \ud130\ubbf8\ub110, \uc548\uc804 \uaddc\uc815, \ubc84\ub108 \uac1c\uc870 \ub4f1\uc774 \uc131\uc219\ud568\uc5d0 \ub530\ub77c, 2031\ub144 \uc774\uc804\uc5d0 \uc804\ub825 \uc218\uc694\uac00 \uc804 \uc138\uacc4 \uc554\ubaa8\ub2c8\uc544 \uac70\ub798\ub7c9\uc758 10%\ub97c \ub118\uc5b4\uc124 \uc218 \uc788\uc73c\uba70, \uc0dd\uc0b0 \uacc4\ud68d \ubc0f \uc6b4\uc1a1 \uacbd\ub85c\uc5d0\uc11c \ube44\ub8cc \ubd80\ubb38\uc758 \ub3c5\uc810\uc801 \uc9c0\uc704\uc5d0 \ub3c4\uc804\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 4. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \uc804 \uc138\uacc4 \ubb3c\ub7c9\uc758 39.16%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 3.76%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc911\uad6d\uc740 \ud1a4\ub2f9 31GJ \uc5d0\ub108\uc9c0 \uae30\uc900\uc744 \ucda9\uc871\ud558\uc9c0 \ubabb\ud558\ub294 \uc18c\uaddc\ubaa8 \uc11d\ud0c4 \uae30\ubc18 \uc2dc\uc124\uc744 \ud3d0\uc1c4\ud558\uace0 \ud6a8\uc728\uc801\uc778 \uad6d\uc601 \ubcf5\ud569 \ub2e8\uc9c0\ub85c \uc0dd\uc0b0\uc744 \uc9d1\uc911\ud558\uba70 \uc218\uc785 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544\ub97c \uc704\ud55c \uacf5\uac04\uc744 \uc5f4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc758 \ud63c\ud569 \uc758\ubb34\ud654 \ubc0f \ubcf4\uc870\uae08 \uac1c\ud601\uc740 \uad6d\ub0b4 \ucc9c\uc5f0\uac00\uc2a4 \uc81c\uc57d\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ucd94\uac00 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \uace0\ube44\uc6a9 \ud604\uc9c0 \uc0dd\uc0b0\uc5d0\uc11c \ubc97\uc5b4\ub098 2030\ub144\uae4c\uc9c0 600\ub9cc \ud1a4\uc758 \uc218\uc785\uc744 \uc704\ud55c \ud56d\ub9cc \uc778\ud504\ub77c\ub97c \uc7ac\uad6c\ucd95\ud558\uba70, \uc544\uc2dc\uc544\ub97c \uc554\ubaa8\ub2c8\uc544 \uc0dd\uc0b0 \ubc0f \uc18c\ube44\uc758 \uc774\uc911\uc801 \uc5ed\ud560\uc744 \ud558\ub294 \ud575\uc2ec \uc9c0\uc5ed\uc73c\ub85c \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \ud48d\ubd80\ud55c \uc170\uc77c\uac00\uc2a4\uc640 \uc774\uc0b0\ud654\ud0c4\uc18c \ud3ec\uc9d1 \ud1a4\ub2f9 \ucd5c\ub300 85\ub2ec\ub7ec\uc5d0 \ub2ec\ud558\ub294 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \uc778\uc13c\ud2f0\ube0c\uc758 \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\uc73c\uba70, \uac78\ud504\ub9cc \uc5f0\uc548\uc744 \uc911\uc2ec\uc73c\ub85c \ube14\ub8e8 \uc554\ubaa8\ub2c8\uc544 \ud074\ub7ec\uc2a4\ud130\uac00 \ud615\uc131\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. CF Industries, Nutrien, Koch Fertilizer\ub294 \ud0c4\uc18c \ud3ec\uc9d1 \uc7a5\uce58\uc640 \ud30c\uc774\ud504\ub77c\uc778 \uc5f0\uacb0\uc744 \ucd94\uac00\ud558\uc5ec \ud1a4\ub2f9 320\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \uacf5\uae09 \ube44\uc6a9\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce90\ub098\ub2e4\uc758 \uc218\ub825 \ubc1c\uc804\uc774 \ud48d\ubd80\ud55c \uc8fc\ub4e4\uc740 \ub300\uc11c\uc591 \ud56d\uad6c\ub97c \ud1b5\ud574 \uc218\ucd9c\ub420 \uc218 \uc788\ub294 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ubb34\ud0c4\uc18c \uc218\ub825 \ubc1c\uc804\uc744 \ud65c\uc6a9\ud558\uc5ec \ube44\ub8cc\ub97c \ub118\uc5b4 \uc9c0\uc5ed\uc801 \uc601\ud5a5\ub825\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: 2024-2025\ub144 \uac00\uc2a4 \uac00\uaca9\uc774 MWh\ub2f9 50\uc720\ub85c\ub97c \ucd08\uacfc\ud558\uba74\uc11c \uc0dd\uc0b0 \ub2a5\ub825\uc774 \uc81c\ud55c\ub418\uc5c8\uace0, \ubd81\uc544\ud504\ub9ac\uce74 \ubc0f \uc911\ub3d9\uc73c\ub85c\ubd80\ud130\uc758 \uc218\uc785 \uc758\uc874\ub3c4\uac00 \uac15\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \uc704\uc6d0\ud68c\ub294 \uc774\uc81c \uc554\ubaa8\ub2c8\uc544\ub97c \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(Critical Raw Materials Act)\uc5d0 \ub530\ub77c &#8220;\uc804\ub7b5\uc801&#8221;\uc73c\ub85c \ubd84\ub958\ud558\uc5ec \uad6d\ub0b4 \uc800\ud0c4\uc18c \ud504\ub85c\uc81d\ud2b8\uc758 \ud5c8\uac00 \uc808\ucc28\ub97c \uac04\uc18c\ud654\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \uce74\ud0c0\ub974, \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, UAE\ub294 MMBtu\ub2f9 2\ub2ec\ub7ec\uc758 \uc800\ub834\ud55c \uac00\uc2a4\ub97c \ud65c\uc6a9\ud558\uc5ec \uc800\ud0c4\uc18c \uc554\ubaa8\ub2c8\uc544\ub97c \uc720\ub7fd\uacfc \uc544\uc2dc\uc544\ub85c \uc218\ucd9c\ud558\uace0 \uc788\uc73c\uba70, \uc774\uc9d1\ud2b8\uc640 \uc624\ub9cc\uc740 \ud48d\ub825 \ubc0f \ud0dc\uc591\uad11 \uae30\ubc18 \ud50c\ub79c\ud2b8\ub97c \uc2e0\uc18d\ud558\uac8c \ucd94\uc9c4\ud558\uc5ec \ud1a4\ub2f9 400\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \uc218\ucd9c \uac00\uaca9 \uacbd\uc7c1\ub825\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8: \uce60\ub808 \ub9c8\uc824\ub780 \uc9c0\uc5ed\uc758 \ud48d\ub825 \ubc1c\uc804 \uc2dc\uc124\uacfc \ube0c\ub77c\uc9c8 \ud398\uc148 \uc9c0\uc5ed\uc758 \ud0dc\uc591\uad11 \ubc1c\uc804 \ud504\ub85c\uc81d\ud2b8\uac00 \uac74\uc124\ub418\uace0 \uc788\uc73c\uba70, \ub300\uc11c\uc591 \ubb34\uc5ed \ud750\ub984\uc5d0 \uc0c8\ub85c\uc6b4 \uacbd\uc7c1\uc744 \ubd88\uc5b4\ub123\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc740 \uc0c1\uc704 5\uac1c \uc0dd\uc0b0\uc790\uac00 \uc804\uccb4 \uc0dd\uc0b0 \ub2a5\ub825\uc758 30% \ubbf8\ub9cc\uc744 \uc810\uc720\ud558\ub294 \ub4f1 \ub0ae\uc740 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \ub2e4\uc591\ud55c \uae30\uc220 \uacbd\ub85c\ub85c \uc778\ud574 \uc9c4\uc785 \uc7a5\ubcbd\uc774 \uc720\ub3d9\uc801\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uae30\uc874 \ube44\ub8cc \uc0dd\uc0b0 \uae30\uc5c5: Yara, CF Industries, Nutrien \ub4f1\uc740 \uc7a5\uae30 \uac00\uc2a4 \uacc4\uc57d\uacfc \ud0c4\uc18c \ud3ec\uc9d1 \uc124\ube44 \uac1c\uc870\ub97c \ud1b5\ud574 \ube44\ub8cc \ubb3c\ub7c9\uc744 \ubc29\uc5b4\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uac1c\ubc1c\uc5c5\uccb4\uc640 \ud611\ub825\ud558\uc5ec \uadf8\ub9b0 \uc218\uc18c \uc6d0\ub8cc\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Yara\uc758 \ubd81\ud574 Engie\uc640\uc758 500MW \ud574\uc0c1 \ud48d\ub825 \ud611\ub825\uc740 \uc774\ub7ec\ud55c \ud5e4\uc9d5 \uc804\ub7b5\uc758 \uc804\ud615\uc801\uc778 \uc608\uc785\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \uae30\uc5c5: SABIC, ADNOC \ub4f1\uc740 \uc99d\uae30 \uba54\ud0c4 \uac1c\uc9c8(SMR)\uacfc \ud0c4\uc18c \ud3ec\uc9d1 \uae30\uc220\uc744 \uacb0\ud569\ud558\uc5ec \ud1a4\ub2f9 300\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \ube14\ub8e8 \uc554\ubaa8\ub2c8\uc544 \uc0dd\uc0b0 \ube44\uc6a9 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uba70 \uc911\ub3d9\uc744 \uc800\ube44\uc6a9 \uc218\ucd9c \ud5c8\ube0c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc720\ub7fd \uc0dd\uc0b0\ub7c9\uc744 \ud558\ud68c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220 \uc804\ubb38 \uae30\uc5c5: Topsoe\uc640 thyssenkrupp Uhde\ub294 85%\uc758 \uc804\uae30 \ud6a8\uc728\uc744 \ub2ec\uc131\ud558\ub294 \uace0\uccb4 \uc0b0\ud654\ubb3c \uc804\ud574\uc870 \ud2b9\ud5c8\ub97c \ucd9c\uc6d0\ud558\uba70, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uac00\uaca9\uc774 MWh\ub2f9 20\ub2ec\ub7ec \ubbf8\ub9cc\uc778 \uacbd\uc6b0 \ud1a4\ub2f9 350\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc0dd\uc0b0 \uac00\ub2a5\uc131\uc744 \uc81c\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud504\ub85c\uc81d\ud2b8 \uac1c\ubc1c\uc0ac: Fortescue Future Industries, NEOM Green Hydrogen, Hy Stor Energy \ub4f1\uc740 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\ubd80\ud130 \ud569\uc131\uae4c\uc9c0 \uc218\uc9c1 \ud1b5\ud569\uc744 \ucd94\uc9c4\ud558\uc5ec \uc6d0\ub8cc \uac00\uaca9\uc744 \uace0\uc815\ud558\uace0 OEM \ubcd1\ubaa9 \ud604\uc0c1\uc744 \uc6b0\ud68c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ubaa8\ub378\uc740 \uc804\ud1b5\uc801\uc778 \ud2b8\ub808\uc774\ub354\ub85c\ubd80\ud130 \uac00\uce58\ub97c \uc804\ub825 \uad6c\ub9e4 \uacc4\uc57d \ubc0f \ud574\uc6b4 \ucee8\uc18c\uc2dc\uc5c4\uc73c\ub85c \uc804\ud658\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc815\ud559\uc801 \uc694\uc778: \ubbf8\uad6d\uacfc EU\uc758 \ubcf4\uc870\uae08\uc740 \uad6d\ub0b4 \uc0dd\uc0b0\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud558\uc5ec \uc911\ub3d9\uc758 \ube44\uc6a9 \uc6b0\uc704\ub97c \uc0c1\uc1c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ud574\uc870\uc5d0 \uc0ac\uc6a9\ub418\ub294 \ud76c\ud1a0\ub958\uc5d0 \ub300\ud55c \uc911\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c\ub294 \uc11c\uad6c \ud504\ub85c\uc81d\ud2b8\uac00 \ud604\uc9c0\ud654\ub41c \uacf5\uae09\ub9dd\uc744 \uad6c\ucd95\ud558\ub3c4\ub85d \uac15\uc81c\ud558\uc5ec \uc790\ubcf8 \ube44\uc6a9\uc744 \ucd5c\ub300 25% \uc99d\uac00\uc2dc\ud0a4\uace0 \uc77c\uc815\uc744 \uc9c0\uc5f0\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \uc77c\ubcf8\uacfc \ud55c\uad6d\uc758 \ubc1c\uc804\uc0ac\ub4e4\uc740 \ube44\ub8cc \uc720\ud1b5\uc5c5\uccb4\ub97c \uc6b0\ud68c\ud558\uc5ec \uc11d\ud0c4 \uac00\uaca9\uc5d0 \uc5f0\ub3d9\ub41c \uc9c1\uc811 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uba70 2035\ub144\uae4c\uc9c0 \uc5f0\uac04 1,500\ub9cc \ud1a4\uc744 \uc804\ub825 \ubd80\ubb38\uc73c\ub85c \uc804\ud658\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc0c1\ubc18\ub41c \ud750\ub984\uc740 \ud68c\uc0c9, \uccad\uc0c9, \ub179\uc0c9 \uac00\uce58 \uc0ac\uc2ac \uc804\ubc18\uc5d0 \uac78\uccd0 \ubcf5\uc7a1\ud55c \uc7ac\ud3b8\uc744 \uc57c\uae30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \ubb34\uc218 \ubc0f \uc218\uc131 \uc554\ubaa8\ub2c8\uc544\uc758 \uc5f0\uac04 \uc0dd\uc0b0 \ubc0f \ucd5c\ucd08 \ud310\ub9e4\ub97c \uae30\uc900\uc73c\ub85c \ud558\uba70, \ube44\ub8cc, \ud3ed\ubc1c\ubb3c, \ub0c9\ub9e4, \uc12c\uc720, \uc81c\uc57d, \uad11\uc5c5 \ubc0f \uc2e0\ud765 \uc5d0\ub108\uc9c0 \uc6b4\ubc18\uccb4 \uc751\uc6a9 \ubd84\uc57c\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4. \ub2e8, \uc694\uc18c, \uc9c8\uc0b0\uc554\ubaa8\ub284 \ub4f1 \ud558\uc704 \ud30c\uc0dd \uc0c1\ud488\uc774\ub098 \uac74\uc124 \uc911\uc778 \uadf8\ub9b0\/\ube14\ub8e8 \uc554\ubaa8\ub2c8\uc544 \ud504\ub85c\uc81d\ud2b8, \ud1b5\ud569 \uc11d\uc720\ud654\ud559 \ub2e8\uc9c0 \ub0b4 \uc790\uac00 \uc18c\ube44\ub294 \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>Mordor Intelligence\uc5d0 \ub530\ub974\uba74, 2025\ub144 \uae00\ub85c\ubc8c \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 1\uc5b5 9,369\ub9cc \ud1a4\uc5d0 \ub2ec\ud588\uc73c\uba70, 2026\ub144 1\uc5b5 9,735\ub9cc \ud1a4\uc5d0\uc11c 2031\ub144\uc5d0\ub294 2\uc5b5 1,672\ub9cc \ud1a4\uc73c\ub85c \uc131\uc7a5\ud558\uc5ec \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 1.89%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \uc800\ud0c4\uc18c \ube44\ub8cc \uc218\uc694 \uae09\uc99d, \ud574\uc0c1 \ubc99\ucee4\ub9c1\uc744 \uc704\ud55c \uc218\uc18c \uc6b4\ubc18\uccb4\ub85c\uc11c\uc758 \ucc44\ud0dd \uc99d\uac00, \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \uc218\ucd9c \ud5c8\ube0c\uc5d0 \ub300\ud55c \ud22c\uc790 \ud655\ub300, \ud3ed\ubc1c\ubb3c \uc0dd\uc0b0\uc5d0\uc11c\uc758 \ud65c\uc6a9 \uc99d\ub300, \uadf8\ub9ac\uace0 \uc778\ub3c4\uc758 \ube44\ub8cc \ubcf4\uc870\uae08 \uc815\ucc45\uc774 \uce5c\ud658\uacbd \ud63c\ud569\ubb3c\ub85c \uc804\ud658\ub418\ub294 \ucd94\uc138 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ucc9c\uc5f0\uac00\uc2a4 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \uae00\ub85c\ubc8c \ud604\uae08 \ube44\uc6a9 \uc0c1\uc2b9, \uc548\uc804 \ubc0f \ub3c5\uc131 \ubb38\uc81c\ub85c \uc778\ud55c \uc0b0\uc5c5 \ub300\uccb4 \uc81c\ud55c, \uc804\ud574\uc870 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1 \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \uc561\uccb4 \ubc0f \uae30\uccb4 \uc720\ud615\ubcc4, \ub18d\uc5c5, \uad11\uc5c5 \ubc0f \uae08\uc18d, \uc12c\uc720, \uc81c\uc57d, \uc0b0\uc5c5\uc6a9 \ub0c9\ub9e4, \ubc1c\uc804, \uae30\ud0c0(\uc218\ucc98\ub9ac, \uace0\ubb34, \uc11d\uc720, \ud384\ud504 \ubc0f \uc81c\uc9c0) \ub4f1 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4, \uadf8\ub9ac\uace0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(\uc911\uad6d, \uc778\ub3c4, \uc77c\ubcf8, \ud55c\uad6d, \uc544\uc138\uc548 \ub4f1), \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \uc720\ub7fd(\ub3c5\uc77c, \uc601\uad6d, \ud504\ub791\uc2a4, \uc774\ud0c8\ub9ac\uc544, \ubd81\uc720\ub7fd \ub4f1), \ub0a8\ubbf8(\ube0c\ub77c\uc9c8, \uc544\ub974\ud5e8\ud2f0\ub098), \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74(\uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, \ub0a8\uc544\ud504\ub9ac\uce74 \ub4f1) \ub4f1 \uc9c0\ub9ac\uc801 \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc804 \uc138\uacc4 \ubb3c\ub7c9\uc758 39.16%\ub97c \ucc28\uc9c0\ud558\uba70 \uc554\ubaa8\ub2c8\uc544 \uc0dd\uc0b0 \ubc0f \uc18c\ube44 \ubaa8\ub450\uc5d0\uc11c \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 \uc911\uc5d0\uc11c\ub294 \ubc1c\uc804 \ubd80\ubb38\uc774 \uc11d\ud0c4\uacfc\uc758 \ud63c\uc18c(co-firing) \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 5.87%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc751\uc6a9 \ubd84\uc57c\ub85c \uaf3d\ud799\ub2c8\ub2e4.<\/p>\n<p>\ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c\ub85c\ub294 \uc2dd\ud488 \uc18c\ub9e4\uc5c5\uc758 \uc554\ubaa8\ub2c8\uc544 \ub0c9\ub9e4 \uac1c\uc870(retro-fits), \ube14\ub8e8 \uc554\ubaa8\ub2c8\uc544 \ud074\ub7ec\uc2a4\ud130\ub97c \uc704\ud55c \ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \uc800\uc7a5(CCS) \ud1b5\ud569 \ub4f1\uc774 \uc81c\uc2dc\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\ub294 Acron Group, BASF, CF Industries Holdings, Inc., Dyno Nobel, EuroChem Group, Nutrien, OCI, Orica Limited, SABIC, Yara \ub4f1 \uc8fc\uc694 22\uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uacfc \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 1\ucc28(\uc778\ud130\ubdf0, \uc124\ubb38\uc870\uc0ac) \ubc0f 2\ucc28(\uacf5\uac1c \ub370\uc774\ud130, \uc815\ucc45 \ub178\ud2b8, \ud2b9\ud5c8, \uae30\uc5c5 \ubcf4\uace0\uc11c) \uc870\uc0ac\ub97c \ud3ec\ud568\ud558\ub294 \uc0c1\uc138\ud55c \uc5f0\uad6c \ubc29\ubc95\ub860\uc744 \ud1b5\ud574 \ub370\uc774\ud130\ub97c \uc218\uc9d1\ud558\uace0 \uac80\uc99d\ud558\uba70, \uc2dc\uc7a5 \uaddc\ubaa8 \uc608\uce21\uc740 \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uacfc \ub2e4\ubcc0\ub7c9 \ud68c\uadc0 \ubd84\uc11d\uc744 \ud65c\uc6a9\ud558\uc5ec \uc2e0\ub8b0\uc131\uc744 \ub192\uc600\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubd84\uc11d\uc740 \uc758\uc0ac \uacb0\uc815\uc790\ub4e4\uc774 \uc554\ubaa8\ub2c8\uc544 \uc2dc\uc7a5\uc758 \ubcf5\uc7a1\uc131\uc744 \uc774\ud574\ud558\uace0 \uc804\ub7b5\uc801 \uacc4\ud68d\uc744 \uc218\ub9bd\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \ud1b5\ucc30\ub825\uc744 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