{"id":49228,"date":"2026-02-20T13:39:25","date_gmt":"2026-02-20T13:39:25","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/oil-and-gas-pipeline-market-mordor\/"},"modified":"2026-09-25T15:48:10","modified_gmt":"2026-09-25T06:48:10","slug":"oil-and-gas-pipeline-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/oil-and-gas-pipeline-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc11d\uc720 \ubc0f \uac00\uc2a4 \ud30c\uc774\ud504\ub77c\uc778 \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\/oil-and-gas-pipeline-market-1760090105749-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\/oil-and-gas-pipeline-market-size-image-1770824005136.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 \ud37c\ubbf8\uc548 \ub3d9\ubc18 \uac00\uc2a4 \uc6b4\uc1a1 \ud655\uc7a5\uc73c\ub85c \uc640\ud558(Waha) \uae30\uc900 \uc548\uc815\ud654<\/li>\n<li class=\"toc-level-3\">4.2.2 \uac00\uc774\uc544\ub098 \ubc0f \ube0c\ub77c\uc9c8\uc758 \uc2ec\ud574 FPSO \uc5f0\uacb0 \ud30c\uc774\ud504\ub77c\uc778\uc774 \ud574\uc800 \uc218\uc8fc\ub97c \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 TMX \uc774\ud6c4 \ubbf8\uad6d-\uce90\ub098\ub2e4 \uc6d0\uc720 \uc218\ucd9c \ud68c\ub791\uc774 \uac00\uaca9 \ucc28\uc774\ub97c \uc218\uc775\ud654<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc218\uc18c \uc900\ube44 \ud30c\uc774\ud504\ub77c\uc778 \uac1c\uc870\ub85c IRA \ubc0f REPowerEU \ubcf4\uc870\uae08 \ud655\ubcf4<\/li>\n<li class=\"toc-level-3\">4.2.5 AI \uae30\ubc18 \ubb34\uacb0\uc131 \ubd84\uc11d\uc73c\ub85c \uc6b4\uc601 \ube44\uc6a9 \uc808\uac10 \ubc0f \uc608\uc0c1\uce58 \ubabb\ud55c \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04 \ub2e8\ucd95<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc18c\uad6c\uacbd \uac00\uc2a4 \uc9c0\uc120\uc5d0 \ub300\ud55c FERC \uc2e0\uc18d \ucc98\ub9ac\ub85c \uc9d1\uc720 \uc2dc\uc124 \uad6c\ucd95 \uc704\ud5d8 \uac10\uc18c<\/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 ESG \uc8fc\ub3c4 \uc7a5\uae30 \uc720\ub958 \uc1a1\uc720\uad00\uc73c\ub85c\ubd80\ud130\uc758 \uc790\ubcf8 \uc774\ud0c8 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.2 \ub79c\uc12c\uc6e8\uc5b4 \ubc0f OT \uc0ac\uc774\ubc84 \uc704\ud611 \uc99d\uac00\ub85c \ubcf4\ud5d8 \ube44\uc6a9 \uc0c1\uc2b9<\/li>\n<li class=\"toc-level-3\">4.3.3 \ub300\uad6c\uacbd \uac15\ucca0 \uac00\uaca9 \uc0c1\uc2b9\uc73c\ub85c \ud504\ub85c\uc81d\ud2b8 IRR \ud5c8\ub4e4 \ube44\uc728 \ud655\ub300<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc7ac\uc0dd\uc5d0\ub108\uc9c0\uc758 \uadf8\ub9ac\ub4dc \uce68\ud22c \uac00\uc18d\ud654\ub85c \uc815\uc81c \uc81c\ud488 \uc218\uc694 \uc7a0\uc2dd<\/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 \uc124\uce58\ub41c \ud30c\uc774\ud504\ub77c\uc778 \uc6a9\ub7c9 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.8 \uc8fc\uc694 \uc608\uc815 \ud504\ub85c\uc81d\ud2b8<\/li>\n<li class=\"toc-level-2\">4.9 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.9.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.9.2 \uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.9.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.9.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.9.5 \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 \ud65c\ub3d9\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 CAPEX<\/li>\n<li class=\"toc-level-4\">5.1.1.1 \ud30c\uc774\ud504\ub77c\uc778 \uc790\uc7ac &amp; \uc7a5\ube44\u200b<\/li>\n<li class=\"toc-level-4\">5.1.1.2 \ud30c\uc774\ud504\ub77c\uc778 \uc81c\uc791 &amp; \uac74\uc124<\/li>\n<li class=\"toc-level-3\">5.1.2 OPEX<\/li>\n<li class=\"toc-level-4\">5.1.2.1 \uac80\uc0ac<\/li>\n<li class=\"toc-level-4\">5.1.2.2 MRO<\/li>\n<li class=\"toc-level-4\">5.1.2.3 \ud574\uccb4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uae30\ub2a5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc9d1\uc720 \ub77c\uc778<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc1a1\uc720 \ub77c\uc778<\/li>\n<li class=\"toc-level-3\">5.2.3 \ubc30\uae09 \ub77c\uc778<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ubc30\uce58 \uc704\uce58\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc721\uc0c1<\/li>\n<li class=\"toc-level-3\">5.3.2 \ud574\uc0c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \ubd80\ubb38\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc5c5\uc2a4\ud2b8\ub9bc (\ud0d0\uc0ac &amp; \uc0dd\uc0b0)<\/li>\n<li class=\"toc-level-3\">5.4.2 \ubbf8\ub4dc\uc2a4\ud2b8\ub9bc \uc6b4\uc601\uc790<\/li>\n<li class=\"toc-level-3\">5.4.3 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc &amp; \uc11d\uc720\ud654\ud559<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.4 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.2.5 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.5.2.6 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.5.2.7 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.2.8 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \ub9d0\ub808\uc774\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ud0dc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uc778\ub3c4\ub124\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.8 \ubca0\ud2b8\ub0a8<\/li>\n<li class=\"toc-level-4\">5.5.3.9 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ucf5c\ub86c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.5 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<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(\uc0ac\uc6a9 \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 Tenaris S.A.<\/li>\n<li class=\"toc-level-3\">6.4.2 Nippon Steel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 TMK Group<\/li>\n<li class=\"toc-level-3\">6.4.4 United States Steel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.5 ChelPipe Group<\/li>\n<li class=\"toc-level-3\">6.4.6 OMK Steel Ltd<\/li>\n<li class=\"toc-level-3\">6.4.7 Shengli Oil &amp; Gas Pipe Holdings Ltd<\/li>\n<li class=\"toc-level-3\">6.4.8 Jindal SAW Ltd<\/li>\n<li class=\"toc-level-3\">6.4.9 EVRAZ North America<\/li>\n<li class=\"toc-level-3\">6.4.10 Vallourec S.A.<\/li>\n<li class=\"toc-level-3\">6.4.11 Welspun Corp<\/li>\n<li class=\"toc-level-3\">6.4.12 ArcelorMittal S.A.<\/li>\n<li class=\"toc-level-3\">6.4.13 TechnipFMC plc<\/li>\n<li class=\"toc-level-3\">6.4.14 Saipem S.p.A.<\/li>\n<li class=\"toc-level-3\">6.4.15 Subsea 7 S.A.<\/li>\n<li class=\"toc-level-3\">6.4.16 Enbridge Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Kinder Morgan Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 Energy Transfer LP<\/li>\n<li class=\"toc-level-3\">6.4.19 Pembina Pipeline Corp.<\/li>\n<li class=\"toc-level-3\">6.4.20 TC Energy Corp.<\/li>\n<li class=\"toc-level-3\">6.4.21 Gazprom PJSC<\/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 \ud30c\uc774\ud504\ub77c\uc778 \uc2dc\uc7a5 \ubd84\uc11d \ubcf4\uace0\uc11c \uac1c\uc694<\/p>\n<p>Mordor Intelligence\uc758 \ucd5c\uc2e0 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uc11d\uc720 \ubc0f \uac00\uc2a4 \ud30c\uc774\ud504\ub77c\uc778 \uc2dc\uc7a5\uc740 2021\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc5f0\uad6c \uae30\uac04 \ub3d9\uc548 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 1,087\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ucd94\uc815\ub418\uba70, 2031\ub144\uc5d0\ub294 1,381\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\uc5ec 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 4.92%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud560 \uac83\uc774\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub0ae\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \ub3d9\uc778<\/p>\n<p>\uc11d\uc720 \ubc0f \uac00\uc2a4 \ud30c\uc774\ud504\ub77c\uc778 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc740 \uc9c0\ub2a5\ud615 \uc800\ud0c4\uc18c \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00, \uc218\uc18c \ub124\ud2b8\uc6cc\ud06c \uc804\ud658\uc744 \uc704\ud55c \uc815\ubd80\uc758 \uad00\ub300\ud55c \uc778\uc13c\ud2f0\ube0c, \uadf8\ub9ac\uace0 \ubd81\ubbf8 \uc218\ucd9c \ud68c\ub791 \uac1c\ubc1c \ub4f1 \uc5ec\ub7ec \uc694\uc778\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\ub4dc\uc2a4\ud2b8\ub9bc \uc6b4\uc601\uc0ac\ub4e4\uc740 AI \uae30\ubc18 \ubb34\uacb0\uc131 \ubd84\uc11d\uc744 \ub3c4\uc785\ud558\uc5ec \uc608\uc0c1\uce58 \ubabb\ud55c \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04\uc744 40% \ub2e8\ucd95\ud558\uace0 \uc5f0\uac04 \uc6b4\uc601 \ube44\uc6a9\uc744 20% \uc808\uac10\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub3d9\uc2dc\uc5d0 \uc720\ub7fd\uc758 REPowerEU \ud504\ub808\uc784\uc6cc\ud06c\uc640 \ubbf8\uad6d\uc758 \uc778\ud504\ub77c \uac10\ucd95\ubc95(IRA)\uc740 \uae30\uc874 \uac00\uc2a4\uad00\uc744 \uc218\uc18c \uc6b4\uc1a1\uc6a9\uc73c\ub85c \uc804\ud658\ud558\ub294 \ub370 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\uc758 \ubcf4\uc870\uae08\uc744 \uc9c0\uc6d0\ud558\uc5ec \ub178\ud6c4 \uc790\uc0b0\uc758 \uc720\ud6a8 \uc218\uba85\uc744 \uc5f0\uc7a5\ud558\uace0 \ubbf8\ub798 \uc6a9\ub7c9\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uac00\uc774\uc544\ub098\uc640 \ube0c\ub77c\uc9c8\uc758 \uc2ec\ud574 \uc720\uc804 \ubc1c\uacac\uc73c\ub85c \ud2b9\uc218 \ud574\uc800 \ud50c\ub85c\uc6b0\ub77c\uc778\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uba74\uc11c \ud574\uc591 \ud22c\uc790 \ubaa8\uba58\ud140\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubc30\uacbd \uc18d\uc5d0\uc11c \uc11d\uc720 \ubc0f \uac00\uc2a4 \ud30c\uc774\ud504\ub77c\uc778 \uc2dc\uc7a5\uc740 \uc6b4\uc601\uc0ac \ubc0f \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uac00\uaca9 \ucc28\uc775 \uc2e4\ud604, \uc218\uc775\uc6d0 \ub2e4\uac01\ud654, \ub514\uc9c0\ud138 \uae30\ubc18 \uc790\uc0b0 \uad00\ub9ac\ub97c \ud1b5\ud55c \uc790\ubcf8 \uc704\ud5d8 \uc644\ud654\uc758 \uc911\uc694\ud55c \uae30\ud68c\ub97c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d (\uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d)<\/p>\n<p>*   \ud65c\ub3d9\ubcc4: \uc790\ubcf8 \uc9c0\ucd9c(CAPEX)\uc740 2025\ub144 \uc11d\uc720 \ubc0f \uac00\uc2a4 \ud30c\uc774\ud504\ub77c\uc778 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 73.65%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.03%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\ub2a5\ubcc4: \ubd84\ubc30 \ub77c\uc778(Distribution Lines)\uc740 2025\ub144 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 58.25%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc1a1\uc720\uad00(Transmission Lines)\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 6.38%\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ubc30\uce58 \uc704\uce58\ubcc4: \uc721\uc0c1 \uc2dc\uc2a4\ud15c\uc774 2025\ub144 \ub9e4\ucd9c\uc758 85.05%\ub97c \uc720\uc9c0\ud588\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \ud574\uc591 \uc124\uce58\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 7.05%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: \ubbf8\ub4dc\uc2a4\ud2b8\ub9bc \uc6b4\uc601\uc0ac(Midstream Operators)\ub294 2025\ub144 \ub9e4\ucd9c\uc758 54.85%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.28%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uadf8\ub8f9\uc73c\ub85c \ub0a8\uc744 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \ub9e4\ucd9c \uae30\uc5ec\ub3c4 34.35%\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, \uc778\ub3c4\uc758 670\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uac00\uc2a4 \uadf8\ub9ac\ub4dc \ud655\uc7a5 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 6.46%\ub85c \uae09\uc99d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p># \uae00\ub85c\ubc8c \uc11d\uc720 \ubc0f \uac00\uc2a4 \ud30c\uc774\ud504\ub77c\uc778 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<\/p>\n<p>*   Permian \ubd84\uc9c0 \uac00\uc2a4 \uc6b4\uc1a1 \ud655\uc7a5\uc73c\ub85c Waha \ud5c8\ube0c \uac00\uaca9 \uc548\uc815\ud654: Kinder Morgan\uc758 Permian Highway \ubc0f Energy Transfer\uc758 Warrior \uc2dc\uc2a4\ud15c\uc740 2024\ub144 \ucd08\ubd80\ud130 4.1 Bcf\/d\uc758 \uc6b4\uc1a1 \ub2a5\ub825\uc744 \ucd94\uac00\ud558\uc5ec Waha \uae30\uc900 \uac00\uaca9 \ucc28\uc774\ub97c \uc881\ud788\uace0 \uc9c0\uc5ed \ud50c\ub808\uc5b4\ub9c1\uc744 35% \uac10\uc18c\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2dc\ucd94 \uacbd\uc81c\uc131\uc744 \uac15\ud654\ud558\uace0 \ucd94\uac00 \uc9d1\uc720 \ubc0f \uc555\ucd95 \ud22c\uc790\ub97c \uc720\ub3c4\ud569\ub2c8\ub2e4. \ud14d\uc0ac\uc2a4 \uaddc\uc81c \ub2f9\uad6d\uc740 32\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc0c8\ub85c\uc6b4 \uc8fc\ub0b4 \ud30c\uc774\ud504\ub77c\uc778 \ud504\ub85c\uc81d\ud2b8\ub97c \uc2b9\uc778\ud558\uc5ec \ud658\uacbd \uac80\ud1a0 \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uace0 \uc790\uae08 \uc870\ub2ec \uc704\ud5d8\uc744 \ub0ae\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2ec\ud574 FPSO \uc5f0\uacb0 \ud30c\uc774\ud504\ub77c\uc778\uc73c\ub85c \ud574\uc800 \uc8fc\ubb38 \uc99d\uac00: ExxonMobil\uc758 \uac00\uc774\uc544\ub098 Stabroek \ube14\ub85d\uc740 2030\ub144\uae4c\uc9c0 450km\uc758 \ud50c\ub85c\uc6b0\ub77c\uc778\uc73c\ub85c \uc5f0\uacb0\ub418\ub294 8\uac1c\uc758 FPSO\ub97c \ud544\uc694\ub85c \ud558\uba70, Petrobras\ub294 \ube0c\ub77c\uc9c8 Mero \ubc0f B\u00fazios \uc720\uc804\uc758 \uc720\uc5f0\ud55c \ud574\uc800 \ud30c\uc774\ud504\uc5d0 28\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4. TechnipFMC\uac00 \uac1c\ubc1c\ud55c \uc720\uc5f0\ud55c \uc5f4\uac00\uc18c\uc131 \ubcf5\ud569 \ud30c\uc774\ud504\ub294 15,000psi\ub97c \uacac\ub514\uba74\uc11c\ub3c4 \uc124\uce58 \ube44\uc6a9\uc744 25% \uc808\uac10\ud569\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d-\uce90\ub098\ub2e4 \uc6d0\uc720 \uc218\ucd9c \ud68c\ub791\uc73c\ub85c \uac00\uaca9 \ucc28\uc775 \uc2e4\ud604: 2024\ub144 Trans Mountain Expansion \uc644\ub8cc \ud6c4 6\uac1c\uc6d4 \uc774\ub0b4\uc5d0 Western Canadian Select-WTI \ud560\uc778\uc728\uc774 \ucd95\uc18c\ub418\uc5c8\uc2b5\ub2c8\ub2e4. Enbridge\uc758 Line 3 \ubc0f Energy Transfer\uc758 Dakota Access \ud655\uc7a5\uacfc \uac19\uc740 \ubcf4\uc644\uc801\uc778 \uc5c5\uadf8\ub808\uc774\ub4dc\ub294 120\ub9cc bbl\/d\uc758 \uad6d\uacbd \uac04 \uc6a9\ub7c9\uc744 \ud655\ubcf4\ud558\uc5ec \uc815\uc720\uc0ac\ub4e4\uc774 \uac78\ud504\ub9cc \uc5f0\uc548 \ubc0f \uc544\uc2dc\uc544 \uac00\uaca9 \ucc3d\uad6c\ub97c \ud65c\uc6a9\ud55c \ucc28\uc775 \uac70\ub798\ub97c \uac00\ub2a5\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc218\uc18c \uc804\ud658 \uac00\ub2a5 \ud30c\uc774\ud504\ub77c\uc778 \uac1c\uc870\ub85c \ubcf4\uc870\uae08 \ud655\ubcf4: \ubbf8\uad6d\uc740 \uc218\uc18c \uc778\ud504\ub77c\uc5d0 80\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud588\uc73c\uba70, \uc774 \uc911 40%\ub294 \ud30c\uc774\ud504\ub77c\uc778 \uc804\ud658\uc5d0 \uc0ac\uc6a9\ub420 \uc608\uc815\uc785\ub2c8\ub2e4. \ub3c5\uc77c \uc1a1\uc804 \uc6b4\uc601\uc0ac\ub4e4\uc740 180\uc5b5 \uc720\ub85c\uc758 \uc57d\uc18d\uc744 \ubc14\ud0d5\uc73c\ub85c 2032\ub144\uae4c\uc9c0 11,200km\uc758 \uac00\uc2a4\uad00\uc744 \uc218\uc18c \uc11c\ube44\uc2a4\uc6a9\uc73c\ub85c \uc804\ud658\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4.<br \/>\n*   AI \uae30\ubc18 \ubb34\uacb0\uc131 \ubd84\uc11d\uc73c\ub85c \uc6b4\uc601 \ube44\uc6a9 \ubc0f \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04 \uc808\uac10: AI \uae30\ubc18 \ubb34\uacb0\uc131 \ubd84\uc11d\uc740 \uc608\uc0c1\uce58 \ubabb\ud55c \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04\uc744 40% \uc904\uc774\uace0 \uc5f0\uac04 \uc6b4\uc601 \ube44\uc6a9\uc744 20% \uc808\uac10\ud569\ub2c8\ub2e4.<br \/>\n*   FERC\uc758 \uc18c\uad6c\uacbd \uc9c0\uc120 \uc2e0\uc18d \uc2b9\uc778\uc73c\ub85c \uc9d1\uc720 \ub77c\uc778 \uac74\uc124 \uac00\uc18d\ud654: \ubbf8\uad6d \uc170\uc77c \ubd84\uc9c0\uc5d0\uc11c \uc18c\uad6c\uacbd \uc9c0\uc120\uc5d0 \ub300\ud55c FERC\uc758 \uc2e0\uc18d \uc2b9\uc778\uc740 \uc9d1\uc720 \ub77c\uc778 \uac74\uc124\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<\/p>\n<p>*   ESG \uc8fc\ub3c4 \uc790\ubcf8 \uc774\ud0c8 \uc99d\uac00: 130\uc870 \ub2ec\ub7ec\ub97c \uc6b4\uc6a9\ud558\ub294 \uae00\ub85c\ubc8c \uc790\uc0b0 \uad00\ub9ac\uc790\ub4e4\uc740 \ud30c\uc774\ud504\ub77c\uc778 \uc790\uae08 \uc870\ub2ec\uc744 \uc81c\ud55c\ud558\ub294 \ubc30\uc81c \uae30\uc900\uc744 \ucc44\ud0dd\ud558\uc5ec \uc804\ud658 \uc815\ub82c\uc774 \ubd80\uc871\ud55c \ud504\ub85c\uc81d\ud2b8\uc758 \ucc28\uc785 \ube44\uc6a9\uc744 200-300bp \uc99d\uac00\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \uc740\ud589\ub4e4\uc740 2050\ub144\uae4c\uc9c0 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ub137\uc81c\ub85c \uacbd\ub85c\ub97c \uc694\uad6c\ud558\uba70, 40\ub144 \uc124\uacc4 \uc218\uba85\uc744 \uac00\uc9c4 \uc2e0\uaddc \uc6d0\uc720 \ub77c\uc778\uc744 \uc0ac\uc2e4\uc0c1 \ubc30\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub79c\uc12c\uc6e8\uc5b4 \ubc0f OT \uc0ac\uc774\ubc84 \uc704\ud611 \uc99d\uac00\ub85c \ubcf4\ud5d8 \ube44\uc6a9 \uc0c1\uc2b9: Colonial Pipeline \ub79c\uc12c\uc6e8\uc5b4 \uacf5\uaca9 \uc774\ud6c4, \uc911\uc694 \uc5d0\ub108\uc9c0 \uc790\uc0b0\uc5d0 \ub300\ud55c \uc0ac\uc774\ubc84 \ubcf4\ud5d8\ub8cc\ub294 150% \uc99d\uac00\ud588\uc73c\uba70, \ubcf4\uc7a5 \ud55c\ub3c4\ub294 40% \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. PHMSA\ub294 \uc0ac\uace0 \ubcf4\uace0\ub97c \uc758\ubb34\ud654\ud558\uace0 \ubbf8\uc900\uc218 \uc2dc \ucd5c\ub300 200\ub9cc \ub2ec\ub7ec\uc758 \ubc8c\uae08\uc744 \ubd80\uacfc\ud558\uc5ec \uc6b4\uc601\uc0ac\ub4e4\uc774 AI \uc704\ud611 \ud0d0\uc9c0, \uc5d0\uc5b4\uac2d SCADA \uc2dc\uc2a4\ud15c \ubc0f \uc774\uc911 \uc81c\uc5b4 \uc13c\ud130\ub97c \ubc30\ud3ec\ud558\ub3c4\ub85d \uac15\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub300\uad6c\uacbd \uac15\uad00 \uac00\uaca9 \uc0c1\uc2b9\uc73c\ub85c \ud504\ub85c\uc81d\ud2b8 IRR \ud5c8\ub4e4 \uc99d\uac00: \ub300\uad6c\uacbd \uac15\uad00 \uac00\uaca9 \uc0c1\uc2b9\uc740 \uc790\ubcf8 \uc9d1\uc57d\uc801\uc778 \ud504\ub85c\uc81d\ud2b8\uc758 \ub0b4\ubd80 \uc218\uc775\ub960(IRR) \ud5c8\ub4e4\uc744 \ub192\uc5ec \ud504\ub85c\uc81d\ud2b8 \uc2e4\ud589\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc7ac\uc0dd\uc5d0\ub108\uc9c0-\uadf8\ub9ac\ub4dc \uce68\ud22c \uac00\uc18d\ud654\ub85c \uc815\uc81c \uc81c\ud488 \uc218\uc694 \uc7a0\uc2dd: \uc7ac\uc0dd\uc5d0\ub108\uc9c0\uc758 \uadf8\ub9ac\ub4dc \uce68\ud22c \uac00\uc18d\ud654\ub294 \ud2b9\ud788 \uc720\ub7fd\uacfc \ubd81\ubbf8\uc5d0\uc11c \uc815\uc81c \uc81c\ud488 \uc218\uc694\ub97c \uc7a0\uc2dd\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc73c\ub85c\ub3c4 \ud655\ub300\ub420 \uc870\uc9d0\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8\ubcc4 \uc2ec\uce35 \ubd84\uc11d<\/p>\n<p>\ud65c\ub3d9\ubcc4 \u2013 CAPEX \ud22c\uc790\ub85c \uc778\ud504\ub77c \uad6c\ucd95 \uc9c0\uc18d:<\/p>\n<p>\uc790\ubcf8 \uc9c0\ucd9c(CAPEX)\uc740 2025\ub144 \uc11d\uc720 \ubc0f \uac00\uc2a4 \ud30c\uc774\ud504\ub77c\uc778 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 73.65%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, Energy Transfer\uc758 60\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 Warrior \uc2dc\uc2a4\ud15c \ubc0f TC Energy\uc758 45\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 Southeast Gateway \ub77c\uc778\uacfc \uac19\uc740 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \ud504\ub85c\uc81d\ud2b8\uc5d0 \uc758\ud574 \ub4b7\ubc1b\uce68\ub429\ub2c8\ub2e4. CAPEX \uc9c0\ucd9c\uc758 \uc57d 60%\ub294 \ud30c\uc774\ud504 \uc7ac\ub8cc \ubc0f \uc555\ucd95 \uc7a5\ube44\uc5d0 \ud560\ub2f9\ub418\uba70, \uc774\ub294 \uc218\uc18c \ud638\ud658 X70 \ubc0f X80 \ub4f1\uae09\uc73c\ub85c \uc778\ud574 \ub354\uc6b1 \uc99d\uac00\ud569\ub2c8\ub2e4. \uac74\uc124 \uc11c\ube44\uc2a4\ub294 \ub098\uba38\uc9c0 40%\ub97c \ucc28\uc9c0\ud558\uc9c0\ub9cc, \uc219\ub828\ub41c \uc6a9\uc811\uacf5 \ubd80\uc871\uc73c\ub85c \ud3c9\uade0 \uac74\uc124 \uc77c\uc815\uc774 4\uac1c\uc6d4 \uc5f0\uc7a5\ub418\uc5b4 \uac1c\ubc1c\uc5c5\uccb4\uc758 \ube44\uc0c1 \ube44\uc6a9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc6b4\uc601\uc0ac\ub4e4\uc740 \ucc9c\uc5f0\uac00\uc2a4\uc640 \uc218\uc18c \uacb8\uc6a9 \ud30c\uc774\ud504\ub77c\uc778\uacfc \uac19\uc740 \uc774\uc911 \uc11c\ube44\uc2a4 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c4 \ub77c\uc778\uc744 \uc6b0\uc120\uc2dc\ud558\uc5ec \uc88c\ucd08 \uc790\ubcf8 \uc704\ud5d8\uc5d0 \ub300\ube44\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc6b4\uc601 \uc9c0\ucd9c(OPEX)\uc740 2025\ub144 \ub9e4\ucd9c\uc758 26.35%\ub97c \ucc28\uc9c0\ud558\uc9c0\ub9cc \ube60\ub974\uac8c \uc9c4\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. AI \uae30\ubc18 \uac80\uc0ac\ub294 \uc870\uc0ac \uc8fc\uae30\ub97c 3\ub144\uc5d0\uc11c 5\ub144\uc73c\ub85c \uc904\uc5ec 30%\uc758 \ube44\uc6a9 \uc808\uac10\uc744 \uac00\uc838\uc635\ub2c8\ub2e4. \ucd08\uc74c\ud30c \uade0\uc5f4 \uac10\uc9c0 \uae30\ub2a5\uc744 \uac16\ucd98 \uc778\ub77c\uc778 \uac80\uc0ac \ub3c4\uad6c\ub294 \uae30\uc874 \uc790\uae30 \ubc29\uc2dd\uc73c\ub85c\ub294 \ubcf4\uc774\uc9c0 \uc54a\ub358 \ubbf8\uc138 \uade0\uc5f4\uc744 \uc2dd\ubcc4\ud558\uc5ec \uc790\uc0b0 \uc2e0\ub8b0\uc131\uc744 \ub192\uc785\ub2c8\ub2e4.<\/p>\n<p>\uae30\ub2a5\ubcc4 \u2013 \ubd84\ubc30 \ub124\ud2b8\uc6cc\ud06c\uac00 \uac00\uc7a5 \ud070 \uc218\uc775 \ud480 \ud655\ubcf4:<\/p>\n<p>\ubd84\ubc30 \ub124\ud2b8\uc6cc\ud06c\ub294 OECD \uad6d\uac00\uc758 \ubc00\uc9d1\ub41c \uc8fc\uac70 \ubc0f \uc0c1\uc5c5 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \ub9e4\ucd9c\uc758 58.25%\ub97c \uae30\uc5ec\ud588\uc2b5\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8 \ubbf8\ud130 \ubc0f \uc790\ub3d9 \uc555\ub825 \uc81c\uc5b4\ub294 \ub204\ucd9c \uc0ac\uace0\ub97c \uc904\uc774\uace0 \uaddc\uc81c \uc900\uc218\ub97c \uac15\ud654\ud569\ub2c8\ub2e4. \ub3c4\uc2dc \uc911\uc2ec\uc9c0\uac00 \uac00\uc2a4 \ubc1c\uc804 \ubc31\uc5c5\uc73c\ub85c \ub09c\ubc29 \uc2dc\uc2a4\ud15c\uc744 \uc804\ub825\ud654\ud558\uace0 \uc218\uc18c \uc900\ube44\ub97c \ucc44\ud0dd\ud568\uc5d0 \ub530\ub77c \ubd84\ubc30 \ub77c\uc778 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uafb8\uc900\ud788 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc1a1\uc720\uad00 \uc2dc\uc2a4\ud15c\uc740 \uaddc\ubaa8\ub294 \uc791\uc9c0\ub9cc 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 6.38%\ub85c \ub354 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Mountain Valley \ubc0f Coastal GasLink\uc640 \uac19\uc740 \uc8fc\uac04 \ub77c\uc778\uc740 \uace0\uc0ac\uc591 \uc555\ucd95\uae30 \ubc0f \ub450\uaebc\uc6b4 \ubcbd\uc73c\ub85c \uc778\ud574 \ub9c8\uc77c\ub2f9 \uc57d 800\ub9cc \ub2ec\ub7ec\uc758 \ube44\uc6a9\uc774 \ub4ed\ub2c8\ub2e4. \uc5d0\ub108\uc9c0 \uc548\ubcf4 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c \uaddc\uc81c \uc6b0\uc120\uc21c\uc704\ub294 \uc2b9\uc778 \ub9c8\ucc30\uc744 \uc904\uc774\uace0, \uc5c5\ub370\uc774\ud2b8\ub41c FERC \uc815\ucc45\uc740 \uc9c0\uc5ed \uac00\uaca9 \ubcc0\ub3d9\uc131\uc744 \uc904\uc774\ub294 \ubca4\ucc98\uc5d0 \ubcf4\uc0c1\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc30\uce58 \uc704\uce58\ubcc4 \u2013 \uc721\uc0c1 \ud30c\uc774\ud504\ub77c\uc778\uc758 \uc9c0\ubc30\ub825 \uc720\uc9c0:<\/p>\n<p>\uc721\uc0c1 \uc778\ud504\ub77c\ub294 \ud655\ub9bd\ub41c \ud1b5\ud589\uad8c \ubc0f \ud45c\uc900\ud654\ub41c \ud5c8\uac00 \uc808\ucc28 \ub355\ubd84\uc5d0 2025\ub144 85.05%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc73c\uba70, \ud3c9\uade0 \uac74\uc124 \uae30\uac04\uc740 18\uac1c\uc6d4\uc785\ub2c8\ub2e4. \uc778\ub3c4\uc758 670\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 9,630\ub9c8\uc77c \uadf8\ub9ac\ub4dc \uad6c\ucd95 \ud504\ub85c\uc81d\ud2b8\ub294 \ub2e4\uac00\uc624\ub294 \uc721\uc0c1 \uae30\ud68c\uc758 \uaddc\ubaa8\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc218\ud3c9 \uc2dc\ucd94(HDD) \ubc0f \ub9c8\uc774\ud06c\ub85c \ud130\ub110\ub9c1\uc740 \uc9c0\ud45c\uba74 \uad50\ub780\uc744 \uc644\ud654\ud558\uc5ec \uc9c0\uc5ed \uc0ac\ud68c \uc218\uc6a9\ub3c4\ub97c \ub192\uc785\ub2c8\ub2e4.<\/p>\n<p>2025\ub144 \ub9e4\ucd9c\uc758 14.95%\ub9cc\uc744 \ucc28\uc9c0\ud558\ub294 \ud574\uc591 \ubd80\ubb38\uc740 1,500m \uc774\uc0c1\uc758 \ucd08\uc2ec\ud574 \uc720\uc804\uc774 \ud655\uc0b0\ub428\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 7.05%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ube0c\ub77c\uc9c8\uc740 2026\ub144\uae4c\uc9c0 \uc5fc\ud558\uce35 \ud30c\uc774\ud504\ub77c\uc778\uc5d0 42\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud560 \uc608\uc815\uc774\uba70, \ud45c\uc900\ud654\ub41c \ud574\uc800 \ub808\uc774\uc544\uc6c3\uc744 \ud65c\uc6a9\ud558\uc5ec \ub9c8\uc77c\ub2f9 \uc9c0\ucd9c\uc744 20% \uc808\uac10\ud569\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4 \u2013 \ubbf8\ub4dc\uc2a4\ud2b8\ub9bc \uc6b4\uc601\uc0ac\uc758 \uc2dc\uc7a5 \uc9c0\ubc30\ub825 \uac15\ud654:<\/p>\n<p>\ubbf8\ub4dc\uc2a4\ud2b8\ub9bc \uae30\uc5c5\uc740 2025\ub144 \ub9e4\ucd9c\uc758 54.85%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc0c1\ud488 \uac00\uaca9 \ubcc0\ub3d9\uc5d0 \ub300\ud55c \ud5e4\uc9c0 \uc5ed\ud560\uc744 \ud558\ub294 \uc218\uc218\ub8cc \uae30\ubc18 \ud1b5\ud589\ub8cc \uad6c\uc870\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 5.28%\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. ONEOK\uc758 Magellan Midstream 188\uc5b5 \ub2ec\ub7ec \uc778\uc218\ub294 \uc6d0\uc720, NGL \ubc0f \uc815\uc81c \uc81c\ud488 \ud68c\ub791\uc744 \ub2e8\uc77c \uc720\ud2f8\ub9ac\ud2f0 \ud50c\ub7ab\ud3fc\uc73c\ub85c \ud1b5\ud569\ud558\uc5ec \ud65c\uc6a9\ub3c4 \ubc0f \uad50\ucc28 \ud310\ub9e4\ub97c \uc99d\ub300\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. Energy Transfer\uc758 WTG Midstream \uc778\uc218\ub294 \uace0\uc131\uc7a5 \uc170\uc77c \ubd84\uc9c0\uc5d0\uc11c \uc9d1\uc720 \ubc1c\uc790\uad6d\uc744 \uac15\ud654\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ud0c4\uc18c \ud3ec\uc9d1 \uc11c\ube44\uc2a4 \ucd94\uac00\ub97c \uc704\ud55c \uc785\uc9c0\ub97c \ud655\ubcf4\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc5c5\uc2a4\ud2b8\ub9bc E&#038;P\ub294 \ubb3c\ub7c9 \uc57d\uc815\uc744 \ud1b5\ud574 \ud30c\uc774\ud504\ub77c\uc778 \uac74\uc124 \uc77c\uc815\uc744 \uc88c\uc6b0\ud569\ub2c8\ub2e4. \uc7a5\uae30 \uc57d\uc815\uc740 \uc790\uae08 \uc870\ub2ec \uc704\ud5d8\uc744 \uc904\uc774\uc9c0\ub9cc, \uc9c1\uc811\uc801\uc73c\ub85c \ub77c\uc778\uc744 \uc18c\uc720\ud558\ub294 \uacbd\uc6b0\ub294 \ub4dc\ubb45\ub2c8\ub2e4. \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \ubc0f \uc11d\uc720\ud654\ud559 \uc5c5\uccb4\ub294 \uc5d0\ud0c4, \ud504\ub85c\ud310 \ubc0f \uc218\uc18c\uc6a9 \ud2b9\uc218 \ud30c\uc774\ud504\ub97c \ud544\uc694\ub85c \ud558\uba70, \uc774\ub294 \uac78\ud504\ub9cc \uc5f0\uc548 \ud06c\ub798\ucee4\uc640 \uc5f0\uacb0\ub418\uc5b4 \ud2c8\uc0c8 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<\/p>\n<p># \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 2025\ub144 \ub9e4\ucd9c\uc758 34.35%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 6.46%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc778\ub3c4\uc758 \uac04\uc120 \ud30c\uc774\ud504\ub77c\uc778 \uac74\uc124\uc740 \uc678\ub534 \uac00\uc2a4\uc804\uc744 \ub3c4\uc2dc \ud5c8\ube0c\uc640 \uc5f0\uacb0\ud558\uc5ec \uc0b0\uc5c5\uc6a9 \uac00\uc2a4 \uc0ac\uc6a9\uc744 \ucd09\uc9c4\ud558\uace0 \ubc1c\uc804 \ubd80\ubb38\uc5d0\uc11c \uc11d\ud0c4\uc744 \ub300\uccb4\ud560 \uac83\uc785\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc2dc\ubca0\ub9ac\uc544\uc758 \ud798(Power of Siberia) \ubc0f \uc911\uc559\uc544\uc2dc\uc544 \ud1b5\ud569\uc740 \uacf5\uae09 \ub2e4\uc591\uc131\uc744 \uc2ec\ud654\ud558\uace0 LNG \uc758\uc874\ub3c4\ub97c \uc904\uc774\uba70, \ub3d9\ub0a8\uc544\uc2dc\uc544 \uc2e0\ud765 \uacbd\uc81c\uad6d\ub4e4\uc740 \uad6d\uacbd \uac04 \ud30c\uc774\ud504\ub77c\uc778 \uc790\uae08 \uc870\ub2ec\uc744 \uc704\ud574 \uacf5\uacf5-\ubbfc\uac04 \ud30c\ud2b8\ub108\uc2ed\uc744 \ubaa8\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubd81\ubbf8\ub294 \uc170\uc77c \uc0dd\uc0b0\ub7c9 \uc99d\uac00\uac00 \ucd94\uac00 \uc6b4\uc1a1 \uac74\uc124\uc744 \ucd09\uc9c4\ud558\uace0 AI \uae30\ubc18 \uc5c5\uadf8\ub808\uc774\ub4dc\uac00 \ub124\ud2b8\uc6cc\ud06c \uac00\ub3d9 \uc2dc\uac04\uc744 \uac1c\uc120\ud568\uc5d0 \ub530\ub77c \uc5ec\uc804\ud788 \uc911\uc694\ud55c \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \uac78\ud504\ub9cc \uc5f0\uc548 \uc218\ucd9c \ud5c8\ube0c\uac00 LNG \ud130\ubbf8\ub110\uc5d0 \ucd94\uac00 \uacf5\uae09 \uac00\uc2a4 \ud30c\uc774\ud504\ub97c \ud655\ubcf4\ud568\uc5d0 \ub530\ub77c \ubd81\ubbf8 \uc11d\uc720 \ubc0f \uac00\uc2a4 \ud30c\uc774\ud504\ub77c\uc778 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uacc4\uc18d \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc720\ub7fd\uc740 \uac00\uc2a4 \uadf8\ub9ac\ub4dc\ub97c \uc218\uc18c\uc6a9\uc73c\ub85c \uac1c\uc870\ud558\ub294 \ub370 \uc911\uc810\uc744 \ub450\uace0 \uc788\uc73c\uba70, REPowerEU \ubcf4\uc870\uae08\uc744 \ud65c\uc6a9\ud558\uc5ec \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \ub7ec\uc2dc\uc544 \uacf5\uae09 \uc704\ud5d8\uc744 \ub0ae\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub294 \uac00\uc2a4 \ubd80\uc720 \ubd84\uc9c0\ub97c \ud574\uc548 \uc218\uc694 \uc13c\ud130\uc640 \uc5f0\uacb0\ud558\ub294 \uc2e0\uaddc \uac1c\ubc1c \ud504\ub85c\uc81d\ud2b8 \uae30\ud68c\ub97c \uc81c\uacf5\ud558\uc9c0\ub9cc, \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uacfc \uc790\uae08 \uc870\ub2ec \uaca9\ucc28\uac00 \ub2e8\uae30\uc801\uc778 \ubaa8\uba58\ud140\uc744 \uc81c\uc57d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub0a8\ubbf8\uc758 \uae30\ud68c\ub294 \ube0c\ub77c\uc9c8\uc758 \uc5fc\ud558\uce35 \uc720\uc804 \ubc0f \uc544\ub974\ud5e8\ud2f0\ub098\uc758 Vaca Muerta \uac00\uc2a4 \ubc30\ucd9c\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc73c\uba70, \uc9c0\uc5ed \ud611\ub825 \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uaddc\uc81c \ubc0f \uad00\uc138 \uccb4\uacc4\ub97c \ud45c\uc900\ud654\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc11d\uc720 \ubc0f \uac00\uc2a4 \ud30c\uc774\ud504\ub77c\uc778 \uc2dc\uc7a5\uc740 \uc801\ub2f9\ud788 \ubd84\uc0b0\ub418\uc5b4 \uc788\uc73c\uba70 \ub514\uc9c0\ud138 \uc5ed\ub7c9 \ud1b5\ud569\uc5d0 \ub300\ud55c \uc555\ub825\uc774 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac15\uad00 \uc0dd\uc0b0\uc5c5\uccb4\uc778 Tenaris\uc640 TMK\ub294 \uc218\uc18c \ud638\ud658 \ub4f1\uae09\uc73c\ub85c \ucc28\ubcc4\ud654\ud558\uba70 25%\uc758 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uacc4\uc57d\uc5c5\uccb4\uc778 TechnipFMC\uc640 Saipem\uc740 \uc2ec\ud574 \uc124\uce58 \uc120\ub2e8 \ubc0f \uc720\uc5f0\ud55c \ud30c\uc774\ud504 IP\ub97c \ud65c\uc6a9\ud558\uc5ec \ucd08\uc2ec\ud574 \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>ONEOK\uc758 Magellan \uc778\uc218\uc5d0 \ub530\ub978 \uc218\uc9c1 \ud1b5\ud569\uc740 \uc81c3\uc790 \ucde8\uae09\uc744 \uc904\uc774\uace0 \uc9d1\uc720, \uc1a1\uc720 \ubc0f \ubd84\ubc30 \uc804\ubc18\uc5d0 \uac78\uccd0 \ub9c8\uc9c4\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4. Enbridge\ub294 28,000km \uc790\uc0b0\uc5d0 \ub300\ud55c \uba38\uc2e0\ub7ec\ub2dd \ub3c4\uc785\uc73c\ub85c \uc5f0\uac04 4,500\ub9cc \ub2ec\ub7ec\uc758 \uc808\uac10 \ud6a8\uacfc\ub97c \ub2ec\uc131\ud588\uc73c\uba70, 99.8%\uc758 \uac00\ub3d9 \uc2dc\uac04 \ubcf4\uc7a5\uc744 \ud1b5\ud574 12%\uc758 \uad00\uc138 \ucd94\uac00\uae08\uc744 \uc815\ub2f9\ud654\ud569\ub2c8\ub2e4. Kinder Morgan\uc758 5,000\ub9c8\uc77c\uc5d0 \uac78\uce5c AI \uae30\ubc18 \ub204\ucd9c \uac10\uc9c0\ub294 \uac80\uc0ac \ube44\uc6a9\uc744 2,500\ub9cc \ub2ec\ub7ec \uc808\uac10\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc548\uc804 \uaddc\uc815 \uc900\uc218\ub97c \ub192\uc785\ub2c8\ub2e4.<\/p>\n<p>\ub192\uc740 \uc9c4\uc785 \uc7a5\ubcbd, \uaddc\uc81c \uc2b9\uc778, \ud1a0\uc9c0 \ucde8\ub4dd \ubc0f \uc0c1\ub2f9\ud55c \uc790\ubcf8 \uc9c0\ucd9c\uc740 \uc2e0\uaddc \uc9c4\uc785\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud0c4\uc18c \ud3ec\uc9d1 \ud68c\ub791 \ub610\ub294 \uc218\uc18c \ud63c\ud569\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 \ud2c8\uc0c8 \uc2dc\uc7a5 \ud30c\uad34\uc790\ub4e4\uc774 \ub4f1\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub4e4\uc740 \uc885\uc885 \uc804\ud658 \uc815\ub82c \uc778\ud504\ub77c\uc5d0\uc11c \ub450 \uc790\ub9bf\uc218 \uc218\uc775\uc744 \ucd94\uad6c\ud558\ub294 \uc0ac\ubaa8 \ud380\ub4dc\uc758 \uc9c0\uc6d0\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. \uc0ac\uc774\ubc84 \ubcf5\uc6d0\ub825 \ubc0f ESG \uc790\uaca9\uc740 \uc6b4\uc1a1\uc5c5\uccb4\uac00 \uad00\uc138\uc728\ubcf4\ub2e4 \uc2e0\ub8b0\uc131 \ubc0f \uc9c0\uc18d \uac00\ub2a5\uc131\uc744 \uace0\ub824\ud568\uc5d0 \ub530\ub77c \uc810\uc810 \ub354 \uacb0\uc815\uc801\uc778 \uc870\ub2ec \uae30\uc900\uc774 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc0b0\uc5c5 \ub9ac\ub354:<\/p>\n<p>*   Enbridge Inc.<br \/>\n*   Kinder Morgan Inc.<br \/>\n*   Energy Transfer LP<br \/>\n*   TC Energy Corp.<br \/>\n*   Tenaris S.A.<\/p>\n<p># \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 1\uc6d4: TC Energy\ub294 45\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 Southeast Gateway Pipeline\uc744 \uc644\uacf5\ud558\uc5ec \ud14d\uc0ac\uc2a4\uc5d0\uc11c \ud50c\ub85c\ub9ac\ub2e4 \uc2dc\uc7a5\uc73c\ub85c \ud558\ub8e8 15\uc5b5 \uc785\ubc29\ud53c\ud2b8(Bcf\/d)\uc758 \uac00\uc2a4 \uc6a9\ub7c9\uc744 \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: ONEOK\uc740 Magellan Midstream\uc744 188\uc5b5 \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec \ubd81\ubbf8 \ucd5c\ub300 \ud1b5\ud569 \ubbf8\ub4dc\uc2a4\ud2b8\ub9bc \ud50c\ub7ab\ud3fc\uc744 \uad6c\ucd95\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 11\uc6d4: Saipem\uc740 Petrobras\ub85c\ubd80\ud130 \uc218\uc2ec 2,000m\uc758 Mero \uc720\uc804\uc5d0 180km\uc758 \uc720\uc5f0\ud55c \ud574\uc800 \ud50c\ub85c\uc6b0\ub77c\uc778\uc744 \uac74\uc124\ud558\ub294 28\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uacc4\uc57d\uc744 \uc218\uc8fc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 10\uc6d4: Energy Transfer\ub294 \uc560\ud314\ub798\uce58\uc544 \uc0dd\uc0b0\ub7c9\uc744 \uac78\ud504\ub9cc \uc5f0\uc548 LNG \ud5c8\ube0c\uc640 \uc5f0\uacb0\ud558\ub294 200\ub9c8\uc77c, 42\uc778\uce58 \uac00\uc2a4\uad00\uc778 Warrior Pipeline\uc5d0 60\uc5b5 \ub2ec\ub7ec\ub97c \uc2b9\uc778\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 9\uc6d4: Tenaris\ub294 \uc218\uc18c \ud638\ud658 \uc774\uc74c\ub9e4 \uc5c6\ub294 \ud30c\uc774\ud504 \uc804\uc6a9 \ubbf8\uad6d \ucd5c\ucd08 \uacf5\uc7a5\uc778 12\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 Bay City \uacf5\uc7a5\uc744 \uac1c\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc11d\uc720 \ubc0f \uac00\uc2a4 \ud30c\uc774\ud504\ub77c\uc778 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc11d\uc720 \ubc0f \uac00\uc2a4 \ud30c\uc774\ud504\ub77c\uc778 \uc0ac\uc5c5\uc740 \uc6d0\uc720 \ubc0f \ucc9c\uc5f0\uac00\uc2a4\uc758 \uc7a5\uac70\ub9ac \uc6b4\uc1a1, \ucc98\ub9ac \ubc0f \uc800\uc7a5\uc5d0 \uc911\uc810\uc744 \ub450\uba70, \uc2dc\uc7a5\uc740 \uc6d0\uc720 \ud30c\uc774\ud504\ub77c\uc778\uacfc \uac00\uc2a4 \ud30c\uc774\ud504\ub77c\uc778\uc73c\ub85c \uc720\ud615\ubcc4, \uc721\uc0c1 \ubc0f \ud574\uc0c1\uc73c\ub85c \ubc30\uce58 \uc704\uce58\ubcc4, \uadf8\ub9ac\uace0 \uc8fc\uc694 \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144 \uae30\uc900 1,087\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc774\uba70, 2031\ub144\uae4c\uc9c0 1,381\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uc5b4 \uc5f0\ud3c9\uade0 \ud55c \uc790\ub9bf\uc218 \uc911\ubc18\ub300\uc758 \uafb8\uc900\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uc804\ub9dd\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \ub2e4\uc74c\uacfc \uac19\uc740 \uc694\uc778\ub4e4\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \ud37c\ubbf8\uc548 \ubd84\uc9c0\uc758 \uc5f0\uad00 \uac00\uc2a4 \uc6b4\uc1a1 \ud655\uc7a5\uc73c\ub85c \uc640\ud558(Waha) \uac00\uaca9\uc774 \uc548\uc815\ud654\ub418\uace0 \uc788\uc73c\uba70, \uac00\uc774\uc544\ub098 \ubc0f \ube0c\ub77c\uc9c8 \uc2ec\ud574 FPSO(\ubd80\uc720\uc2dd \uc6d0\uc720 \uc0dd\uc0b0\u00b7\uc800\uc7a5\u00b7\ud558\uc5ed \uc124\ube44) \uc5f0\uacb0 \ud30c\uc774\ud504\ub77c\uc778 \ud504\ub85c\uc81d\ud2b8\uac00 \ud574\uc800 \uc8fc\ubb38\ub7c9\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, TMX(Trans Mountain Expansion) \ud504\ub85c\uc81d\ud2b8 \uc774\ud6c4 \ubbf8\uad6d-\uce90\ub098\ub2e4 \uc6d0\uc720 \uc218\ucd9c \ud1b5\ub85c\uac00 \uac00\uaca9 \ucc28\uc774\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uc218\uc18c \uc804\ud658 \uac00\ub2a5 \ud30c\uc774\ud504\ub77c\uc778 \uac1c\uc870(Hydrogen-ready pipeline retrofits)\ub294 \ubbf8\uad6d IRA \ubc0f \uc720\ub7fd REPowerEU \ubcf4\uc870\uae08 \ud65c\uc6a9 \uae30\ud68c\ub97c \uc81c\uacf5\ud558\uba70, \uc790\uc0b0 \uc218\uba85 \uc5f0\uc7a5 \ubc0f \ubbf8\ub798 \uc218\uc18c \uacbd\uc81c \ub300\ube44\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4. AI \uae30\ubc18 \ubb34\uacb0\uc131 \ubd84\uc11d(integrity analytics)\uc740 \uc6b4\uc601 \ube44\uc6a9(OPEX)\uc744 \uc808\uac10\ud558\uace0 \uc608\uae30\uce58 \uc54a\uc740 \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04\uc744 \uc904\uc774\ub294 \ub370 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. FERC(\uc5f0\ubc29\uc5d0\ub108\uc9c0\uaddc\uc81c\uc704\uc6d0\ud68c)\uc758 \uc18c\uad6c\uacbd \uac00\uc2a4 \uc9c0\uc120(laterals) \uc2e0\uc18d \ucc98\ub9ac \ub610\ud55c \uac74\uc124 \uc704\ud5d8\uc744 \ub0ae\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uae30\uc870\uc5d0 \ub530\ub978 \uc7a5\uae30 \uc720\uc804 \uc1a1\uc720\uad00\uc5d0 \ub300\ud55c \uc790\ubcf8 \uc774\ud0c8 \uc2ec\ud654, \ub79c\uc12c\uc6e8\uc5b4 \ubc0f OT(\uc6b4\uc601 \uae30\uc220) \uc0ac\uc774\ubc84 \uc704\ud611 \uc99d\uac00\ub85c \uc778\ud55c \ubcf4\ud5d8 \ube44\uc6a9 \uc0c1\uc2b9, \ub300\uad6c\uacbd \uac15\uad00 \uac00\uaca9 \uc0c1\uc2b9\uc73c\ub85c \uc778\ud55c \ud504\ub85c\uc81d\ud2b8 \ub0b4\ubd80\uc218\uc775\ub960(IRR) \ud5c8\ub4e4 \ud655\ub300, \uadf8\ub9ac\uace0 \uc7ac\uc0dd\uc5d0\ub108\uc9c0\uc758 \uc804\ub825\ub9dd \uce68\ud22c \uac00\uc18d\ud654\ub85c \uc778\ud55c \uc815\uc81c \uc81c\ud488 \uc218\uc694 \uc7a0\uc2dd\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\ub9ac\uc801\uc73c\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc778\ub3c4\uc640 \uc911\uad6d\uc758 \uc801\uadf9\uc801\uc778 \uac00\uc2a4 \ud30c\uc774\ud504\ub77c\uc778 \ud504\ub85c\uadf8\ub7a8\uc5d0 \ud798\uc785\uc5b4 34.35%\uc758 \uc810\uc720\uc728\ub85c \uac00\uc7a5 \ud070 \uc218\uc775 \uae30\uc5ec \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \ud2b9\ud788 \ube0c\ub77c\uc9c8\uacfc \uac00\uc774\uc544\ub098\uc758 \uc2ec\ud574 \uc720\uc804 \uac1c\ubc1c\uc740 \uace0\uc555 \ubc0f \uace0\uc628\uc744 \uacac\ub514\ub294 \ucca8\ub2e8 \uc720\uc5f0 \uc720\ub3d9\uad00(flexible flowlines)\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uba70 \ud574\uc0c1 \uc9c0\ucd9c\uc744 \uc5f0\ud3c9\uade0 7.05% \uc131\uc7a5\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \ud65c\ub3d9(CAPEX: \ud30c\uc774\ud504\ub77c\uc778 \uc790\uc7ac \ubc0f \uc7a5\ube44, \uc81c\uc791 \ubc0f \uac74\uc124; OPEX: \uac80\uc0ac, MRO, \ud574\uccb4), \uae30\ub2a5(\uc9d1\uc720\uad00, \uc1a1\uc720\uad00, \ubc30\uae09\uad00), \ubc30\uce58 \uc704\uce58(\uc721\uc0c1, \ud574\uc0c1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \ubd80\ubb38(\uc5c5\uc2a4\ud2b8\ub9bc, \ubbf8\ub4dc\uc2a4\ud2b8\ub9bc \uc6b4\uc601\uc790, \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \ubc0f \uc11d\uc720\ud654\ud559) \ubc0f \uc9c0\ub9ac\uc801 \uc704\uce58(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc0c1\uc138\ud558\uac8c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \uce21\uba74\uc5d0\uc11c \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc73c\ub85c, \uc0c1\uc704 5\uac1c \uc5c5\uccb4\uac00 \uc124\uce58\ub41c \ud30c\uc774\ud504\ub77c\uc778 \ucd1d \uae38\uc774\uc758 \uc57d 60%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 Tenaris S.A., Nippon Steel Corporation, TechnipFMC plc, Enbridge Inc., Gazprom PJSC \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\uc744 \ub2e4\ub8e8\uba70, \uc0c1\uc138\ud55c \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubbf8\ub798 \uc804\ub9dd \ubc0f \uae30\ud68c \uce21\uba74\uc5d0\uc11c\ub294 \uc218\uc18c \uc804\ud658 \uac00\ub2a5 \ud30c\uc774\ud504\ub77c\uc778 \uac1c\uc870\uc640 AI \uae30\ubc18 \ubb34\uacb0\uc131 \ubd84\uc11d\uc774 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. AI \ubd84\uc11d\uc740 \uace0\uc7a5 \uc608\uce21\uc744 6\uac1c\uc6d4 \uc55e\ub2f9\uaca8 \uc608\uae30\uce58 \uc54a\uc740 \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04\uc744 40% \ub2e8\ucd95\ud558\uace0 \uac80\uc0ac \uc608\uc0b0\uc744 30% \uc808\uac10\ud558\ub294 \ud6a8\uacfc\ub97c \uac00\uc838\uc640 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \ud06c\uac8c \ud5a5\uc0c1\uc2dc\ud0ac \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-49228","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\/49228"}],"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=49228"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/49228\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=49228"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=49228"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=49228"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}