{"id":49955,"date":"2026-02-20T21:37:29","date_gmt":"2026-02-20T21:37:29","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/grid-scale-battery-market-mordor\/"},"modified":"2026-09-25T13:47:16","modified_gmt":"2026-09-25T04:47:16","slug":"grid-scale-battery-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/grid-scale-battery-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uacc4\ud1b5 \uc5f0\uacc4\ud615 \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/grid-scale-battery-market-1752608632295-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\/grid-scale-battery-market-size-image-1770819799393.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \uc5f0\uad6c \uac00\uc815 &amp; \uc2dc\uc7a5 \uc815\uc758<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \uc5f0\uad6c \ubc94\uc704<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ud1b5\ud569 \uc758\ubb34<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \uc804\ub825\ub9dd \uc2e0\ub8b0\uc131 &amp; \ubcf5\uc6d0\ub825 \uc694\uad6c \uc0ac\ud56d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \uc720\ub9ac\ud55c \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c (IRA, EU \ub137\uc81c\ub85c \ub4f1)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \ud558\uc774\ube0c\ub9ac\ub4dc \ud0dc\uc591\uad11-\uc800\uc7a5 PPA &amp; \uc218\uc775 \ub2e4\uc911\ud654<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \ub370\uc774\ud130 \uc13c\ud130 \ub9c8\uc774\ud06c\ub85c \uadf8\ub9ac\ub4dc\uc758 \uc548\uc815\uc801\uc778 \uccad\uc815 \uc804\ub825 \uc218\uc694<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \uc2dc\uc7a5 \uc81c\uc57d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \ud575\uc2ec \uad11\ubb3c \uacf5\uae09\ub9dd \uc81c\uc57d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \ubc30\ud130\ub9ac \uc800\uc7a5 \uc548\uc804 &amp; \ud654\uc7ac \uc704\ud5d8 \uc6b0\ub824<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \uc0c1\ud638 \uc5f0\uacb0 \ub300\uae30\uc5f4 \ubcd1\ubaa9 \ud604\uc0c1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \ubcf4\uc870 \uc11c\ube44\uc2a4 \uc218\uc775 \uc7a0\uc2dd<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uacf5\uae09\ub9dd \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \uaddc\uc81c \ud658\uacbd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \uae30\uc220 \uc804\ub9dd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \uc2dc\uc7a5 \uaddc\ubaa8 &amp; \uc131\uc7a5 \uc608\uce21<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \ubc30\ud130\ub9ac \ud654\ud559\ubb3c\uc9c8\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \ub9ac\ud2ac \uc774\uc628 (LFP, NMC, NCA)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \ub0a9\ucd95\uc804\uc9c0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \ub098\ud2b8\ub968 \uae30\ubc18 (NAS, \ub098\ud2b8\ub968 \uc774\uc628)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 \ud750\ub984 \uc804\uc9c0 (\ubc14\ub098\ub4d0, \ucca0, \uc544\uc5f0-\ube0c\ub86c)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.5 \uae30\ud0c0 \uc2e0\ud765 \ud654\ud559\ubb3c\uc9c8 (\uae08\uc18d-\uacf5\uae30, \uace0\uccb4)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \uc8fc\ud30c\uc218 \uc870\uc815<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \uc5d0\ub108\uc9c0 \ucc28\uc775\uac70\ub798\/\uc694\uae08 \uad00\ub9ac<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 \ubd80\ud558 \uc774\ub3d9 \ubc0f \ud53c\ud06c \uc808\uac10<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc2dc\uac04 \uc774\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.5 \uc1a1\ubc30\uc804 \uc9c0\uc5f0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.6 \ube14\ub799 \uc2a4\ud0c0\ud2b8 \ubc0f \uacc4\ud1b5 \ud615\uc131 \uc9c0\uc6d0<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \uc9c0\uc5ed\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \ubd81\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.1 \ubbf8\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.2 \uce90\ub098\ub2e4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.3 \uba55\uc2dc\ucf54<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.1 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.2 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.3 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.4 \uc774\ud0c8\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.5 \uc2a4\ud398\uc778<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.6 \ubd81\uc720\ub7fd \uad6d\uac00<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.7 \uae30\ud0c0 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.3.1 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.3.2 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.3.3 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.3.4 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.3.6 \ud638\uc8fc \ubc0f \ub274\uc9c8\ub79c\ub4dc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.3.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.4.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.5.3 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.5.4 \uc774\uc9d1\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.5.5 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 (M&amp;A, \ud30c\ud2b8\ub108\uc2ed, PPA)<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d (\uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728)<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          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)<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 \ud14c\uc2ac\ub77c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 \ud50c\ub8e8\uc5b8\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 \uc120\uadf8\ub85c\uc6b0 \ud30c\uc6cc \uc11c\ud50c\ub77c\uc774<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 \ucee8\ud15c\ud3ec\ub7ec\ub9ac \uc554\ud398\ub809\uc2a4 \ud14c\ud06c\ub180\ub85c\uc9c0 (CATL)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 \ubc14\ub974\uc9c8\ub77c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 \ud30c\ub098\uc18c\ub2c9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 LG \uc5d0\ub108\uc9c0 \uc194\ub8e8\uc158<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 \uc0bc\uc131 SDI<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 BYD<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 \uc774\uc2a4\ud2b8 \ud39c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 GS \uc720\uc544\uc0ac<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 \ud074\ub77c\ub9ac\uc624\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 AES \ucf54\ud37c\ub808\uc774\uc158<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 \ud30c\uc708 \uc5d0\ub108\uc9c0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 \ud788\ud0c0\uce58 \uc5d0\ub108\uc9c0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 NEC ES (\ucf54\ud06c)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 \uc5d0\ub108\uc2dc\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 ESS \ud14c\ud06c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 \uc570\ube0c\ub9ac<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 \ub808\ub4dc\ud50c\ub85c\uc6b0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.21 \uc5d0\ub108\ubca0\ub274<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d \ubcf4\uace0\uc11c\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc131\uc7a5 \ucd94\uc138\uc640 \uc804\ub9dd\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \ubc30\ud130\ub9ac \ud654\ud559(\ub9ac\ud2ac \uc774\uc628, \ub0a9\uc0b0, \ub098\ud2b8\ub968 \uae30\ubc18, \ud750\ub984 \uc804\uc9c0 \ubc0f \uae30\ud0c0 \uc2e0\ud765 \ud654\ud559), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc8fc\ud30c\uc218 \uc870\uc808, \uc5d0\ub108\uc9c0 \ucc28\uc775\uac70\ub798\/\uc694\uae08 \uad00\ub9ac, \ubd80\ud558 \uc774\ub3d9 \ubc0f \ud53c\ud06c \uc808\uac10, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc2dc\uac04 \uc774\ub3d9 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc2dc\uc0ac\uc810<br \/>\n\uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc740 2025\ub144 872\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 1,081\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ub418\uba70, 2031\ub144\uc5d0\ub294 3,158\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 23.90%\ub97c \uae30\ub85d\ud558\ub294 \ub192\uc740 \uc131\uc7a5\uc138\uc785\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c, 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 46.20%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70 2031\ub144\uae4c\uc9c0 25.2%\uc758 \uac00\uc7a5 \ube60\ub978 \uc9c0\uc5ed CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc774\uba70, \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Tesla, Fluence, CATL \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc30\ud130\ub9ac \ud654\ud559 \ubd80\ubb38\uc5d0\uc11c\ub294 \ub9ac\ud2ac \uc774\uc628 \uae30\uc220\uc774 2025\ub144 \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 91.30%\ub97c \ucc28\uc9c0\ud558\uba70 2031\ub144\uae4c\uc9c0 24.1%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubd80\ubb38\uc5d0\uc11c\ub294 \uc8fc\ud30c\uc218 \uc870\uc808 \uc11c\ube44\uc2a4\uac00 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728\uc758 27.20%\ub85c \uc120\ub450\ub97c \ub2ec\ub838\uc73c\uba70, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc2dc\uac04 \uc774\ub3d9\uc740 2031\ub144\uae4c\uc9c0 26.1%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778<br \/>\n\uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d (CAGR \uc601\ud5a5 6.20%, \uc911\uae30\uc801): \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ud329 \ud3c9\uade0 \uac00\uaca9\uc740 1991\ub144 \uc774\ud6c4 97% \ud558\ub77d\ud558\uc5ec 2023\ub144 \ud0ac\ub85c\uc640\ud2b8\uc2dc(kWh)\ub2f9 139\ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\uc73c\uba70, 2026\ub144\uc5d0\ub294 100\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \ub5a8\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ube44\uc6a9 \ud558\ub77d\uc740 \uae30\uac00\ud329\ud1a0\ub9ac \ud655\uc7a5, \uc81c\uc870 \uc790\ub3d9\ud654, \uc911\uad6d, \ubbf8\uad6d, \uc720\ub7fd\uc758 \ucd5c\uc801\ud654\ub41c \uacf5\uae09\ub9dd\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. CATL\uc758 Qilin 2.0 \ubc0f BYD\uc758 Blade 2.0 \ud50c\ub7ab\ud3fc\uacfc \uac19\uc740 \uae30\uc220 \ud601\uc2e0\uc740 6C \uace0\uc18d \ucda9\uc804 \ubc0f \ub354 \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\uc5ec 4\uc2dc\uac04 \uc2dc\uc2a4\ud15c\uc758 \uade0\ud615 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4. \uc774\ub294 \uc804\ub825 \uad6c\ub9e4 \uacc4\uc57d(PPA) \uac00\uaca9\uc744 \ub0ae\ucd94\uace0 \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc744 \ub2e8\ucd95\ud558\uc5ec \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ud1b5\ud569 \uc758\ubb34\ud654 (CAGR \uc601\ud5a5 4.80%, \uc7a5\uae30\uc801): \uce98\ub9ac\ud3ec\ub2c8\uc544\ub294 2026\ub144\uae4c\uc9c0 11.5GW\uc758 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc73c\uba70, \uba55\uc2dc\ucf54\ub294 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\uc5d0 5%\uc758 \uc800\uc7a5 \uc7a5\uce58\ub97c \uc758\ubb34\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc758 &#8216;Fit-for-55&#8217; \ud328\ud0a4\uc9c0\ub294 2024\ub144 21.9GWh\ub97c \ucd08\uacfc\ud558\ub294 \uc9c0\uc5ed\uc801 \ud655\uc7a5\uc744 \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc815\ucc45 \uc785\uc548\uc790\ub4e4\uc740 \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc744 \ub137\uc81c\ub85c \ubaa9\ud45c \ub2ec\uc131, \uac00\ubcc0\uc801\uc778 \ud0dc\uc591\uad11 \ubc0f \ud48d\ub825 \ud1b5\ud569, \uac00\uc2a4 \ud53c\ud06c \ubc1c\uc804\uc18c \ucd94\uac00 \uc5f0\uae30\ub97c \uc704\ud55c \ud544\uc218 \uc694\uc18c\ub85c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc758\ubb34\ud654\ub294 \uacbd\uc7c1 \uc785\ucc30 \ubc0f \uae30\uc220 \uc911\ub9bd\uc801\uc778 \uc6a9\ub7c9 \uc2dc\uc7a5\uc744 \ud1b5\ud574 \uac1c\ubc1c\uc790\ub4e4\uc774 \uc7ac\uc815\uc801 \uc704\ud5d8\uc744 \uc904\uc774\ub294 \uc218\uc775 \uacc4\uc57d\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uadf8\ub9ac\ub4dc \uc2e0\ub8b0\uc131 \ubc0f \ubcf5\uc6d0\ub825 \uc694\uad6c \uc0ac\ud56d (CAGR \uc601\ud5a5 3.10%, \uc911\uae30\uc801): \ubd81\ubbf8\uc804\ub825\uc2e0\ub8b0\ub3c4\uacf5\uc0ac(NERC)\uc758 2025\ub144 \ud3c9\uac00\uc5d0 \ub530\ub974\uba74, \uc11d\ud0c4 \ubc0f \uac00\uc2a4 \ubc1c\uc804\uc18c\uc758 \ud1f4\uc5ed\uc774 \uc2ec\ud654\ub418\ub294 \uc911\ubd80 \uc9c0\uc5ed\uc5d0\uc11c \ubc30\ud130\ub9ac \uc800\uc7a5\uc740 \uc8fc\ud30c\uc218 \uc751\ub2f5\uc5d0 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \ud14d\uc0ac\uc2a4\uc758 \uaca8\uc6b8 \ud3ed\ud48d\uc774\ub098 \uc720\ub7fd\uc758 \ud3ed\uc5fc\uacfc \uac19\uc740 \uadf9\ud55c \uae30\ud6c4\ub294 \uc1a1\uc804\ub9dd \ud63c\uc7a1\uacfc \uc608\ube44 \uc804\ub825 \ubd80\uc871\uc744 \uc57c\uae30\ud569\ub2c8\ub2e4. \uadf8\ub9ac\ub4dc \ud615\uc131 \ubc30\ud130\ub9ac\ub294 \uc804\uc555 \uc9c0\uc6d0 \ubc0f \ube14\ub799 \uc2a4\ud0c0\ud2b8(\uc815\uc804 \uc2dc \uc790\uccb4 \uae30\ub3d9) \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\uc5ec \uc815\uc804 \uc2dc \ub3c5\ub9bd\uc801\uc778 \uc6b4\uc601\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uc2dc\uc2a4\ud15c \uc6b4\uc601\uc790\ub4e4\uc740 \ubc30\ud130\ub9ac\uc758 \uc6a9\ub7c9 \ubc0f \ubcf5\uc6d0\ub825 \uc18d\uc131\uc744 \uc778\uc815\ud558\uc5ec \uc790\uc6d0 \uc801\uc815\uc131 \uc694\uad6c \uc0ac\ud56d\uc744 \uc7ac\uc815\uc758\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc7a5\uae30 \uc9c0\uc18d\ud615 \ud654\ud559 \ubc30\ud130\ub9ac\uc758 \uc218\uc775 \uc7a0\uc7ac\ub825\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc6b0\ud638\uc801\uc778 \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c (IRA, EU \ub137\uc81c\ub85c) (CAGR \uc601\ud5a5 2.70%, \ub2e8\uae30\uc801): \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 \ub3c5\ub9bd\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58\uc5d0 30%\uc758 \ud22c\uc790 \uc138\uc561 \uacf5\uc81c\ub97c \ub3c4\uc785\ud558\uc5ec \ud0dc\uc591\uad11 \uc5f0\uacc4 \uc81c\ud55c\uc744 \uc5c6\uc560\uace0 55GW \uaddc\ubaa8\uc758 \ud504\ub85c\uc81d\ud2b8\ub97c \ubbf8\uad6d \uc0c1\ud638 \uc5f0\uacb0 \ub300\uae30\uc5f4\uc5d0 \uc9c4\uc785\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \uadf8\ub9b0 \ub51c\uc758 \uc720\uc0ac\ud55c \uc778\uc13c\ud2f0\ube0c\ub294 \uc0dd\uc0b0 \ubcf4\uc870\uae08\uacfc \uc2e0\uc18d\ud55c \ud5c8\uac00 \uc808\ucc28\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uc758 \ubcf4\uc870\uae08 \ud504\ub85c\uadf8\ub7a8\uc740 \uace0\uccb4 \uc804\ud574\uc9c8 \uac1c\ubc1c\uc5d0 \ucd5c\ub300 6\uc5b5 \uc5d4\uc744 \uc9c0\uc6d0\ud558\uc5ec \ucd08\uae30 \ub2e8\uacc4 \ud601\uc2e0\uc758 \uc704\ud5d8\uc744 \uc904\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\uc13c\ud2f0\ube0c\ub294 \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uae30\uad00 \uc790\ubcf8\uc744 \uc720\uce58\ud558\uba70 \uc9c0\ubc29 \uc790\uce58 \ub2e8\uccb4 \ubc0f \ud611\ub3d9 \uc870\ud569\uc73c\ub85c \uace0\uac1d \uae30\ubc18\uc744 \ud655\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ud575\uc2ec \uad11\ubb3c \uacf5\uae09\ub9dd \uc81c\uc57d (CAGR \uc601\ud5a5 -2.30%, \uc911\uae30\uc801): \ub9ac\ud2ac, \ucf54\ubc1c\ud2b8, \ub2c8\ucf08\uc5d0 \ub300\ud55c \uc218\uc694\ub294 2030\ub144\uae4c\uc9c0 \ucc44\uad74 \uc6a9\ub7c9\uc744 \ucd08\uacfc\ud560 \uc218 \uc788\uc5b4 \uac1c\ubc1c\uc790\ub4e4\uc774 \uac00\uaca9 \uae09\ub4f1 \ubc0f \ub0a9\ud488 \uc9c0\uc5f0\uc5d0 \ub178\ucd9c\ub420 \uc704\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc804 \uc138\uacc4 \ub9ac\ud2ac\uc758 60%\uc640 \ucf54\ubc1c\ud2b8\uc758 75%\ub97c \uc815\uc81c\ud558\uba70, \ucf69\uace0\ubbfc\uc8fc\uacf5\ud654\uad6d(DRC)\uc740 \ucc44\uad74\ub41c \ucf54\ubc1c\ud2b8 \uc0dd\uc0b0\ub7c9\uc758 70%\ub97c \ucc28\uc9c0\ud558\uc5ec \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc744 \uc9d1\uc911\uc2dc\ud0b5\ub2c8\ub2e4. \ub098\ud2b8\ub968 \uc774\uc628 \ubc0f \ucca0-\uacf5\uae30 \ud654\ud559 \ubc30\ud130\ub9ac\uac00 \ub300\uc548\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc73c\uba70, \uc911\uad6d\uc740 2024\ub144 \uc138\uacc4 \ucd5c\ucd08\uc758 100MWh \ub098\ud2b8\ub968 \uc774\uc628 \ubc1c\uc804\uc18c\ub97c \uac00\ub3d9\ud588\uace0, \ubbf8\uad6d \uae30\uc5c5\ub4e4\uc740 100\uc2dc\uac04 \uc9c0\uc18d \uac00\ub2a5\ud55c \ucca0-\uacf5\uae30 \uc2dc\uc2a4\ud15c\uc744 \uc2dc\ud5d8 \uc6b4\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ubc30\ud130\ub9ac \uc800\uc7a5 \uc548\uc804 \ubc0f \ud654\uc7ac \uc704\ud5d8 \uc6b0\ub824 (CAGR \uc601\ud5a5 -1.80%, \ub2e8\uae30\uc801): 2022\ub144 \ubaa8\uc2a4 \ub79c\ub529(Moss Landing) \uc5f4 \ud3ed\uc8fc \uc0ac\uace0\ub294 \uac04\uaca9, \ud658\uae30 \ubc0f \uac00\uc2a4 \ubc30\ucd9c \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \uc0c8\ub85c\uc6b4 NFPA 855 \uc9c0\uce68\uc744 \ucd09\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \ub9ac\ud2ac \uc774\uc628 \uc124\uce58\uc5d0 \ub300\ud55c \ubcf4\ud5d8\ub8cc\ub294 2023\ub144 \uc774\ud6c4 25% \uc774\uc0c1 \uc0c1\uc2b9\ud558\uc5ec \uac1c\ubc1c\uc790\ub4e4\uc774 \uace0\uae09 \uc18c\ubc29 \uc2dc\uc2a4\ud15c, \uc9c0\uc18d\uc801\uc778 \uac00\uc2a4 \ubaa8\ub2c8\ud130\ub9c1 \ubc0f \uc790\ub3d9 \ube44\uc0c1 \uc885\ub8cc \ud504\ub85c\ud1a0\ucf5c\uc5d0 \ub300\ud55c \uc608\uc0b0\uc744 \ucc45\uc815\ud558\ub3c4\ub85d \uac15\uc694\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud750\ub984 \uc804\uc9c0\ub294 \ubd88\uc5f0\uc131 \uc804\ud574\uc9c8\uc744 \uc0ac\uc6a9\ud558\uc5ec \ud654\uc7ac \uc704\ud5d8 \ud5c8\uc6a9 \uc624\ucc28\uac00 \ub0ae\uc740 \uace0\ubc00\ub3c4 \ub3c4\uc2dc \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc0c1\ud638 \uc5f0\uacb0 \ub300\uae30\uc5f4 \ubcd1\ubaa9 \ud604\uc0c1 (CAGR \uc601\ud5a5 -1.40%, \uc911\uae30\uc801): \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c \uc0c1\ud638 \uc5f0\uacb0 \ub300\uae30\uc5f4 \ubcd1\ubaa9 \ud604\uc0c1\uc774 \ubc1c\uc0dd\ud558\uace0 \uc788\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c\ub3c4 \ub098\ud0c0\ub098\uae30 \uc2dc\uc791\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc0c8\ub85c\uc6b4 \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \ubc30\ud130\ub9ac \ud504\ub85c\uc81d\ud2b8\uc758 \uac1c\ubc1c \ubc0f \ubc30\uce58\ub97c \uc9c0\uc5f0\uc2dc\ud0a4\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d: \ubc30\ud130\ub9ac \ud654\ud559\ubcc4<br \/>\n\ub9ac\ud2ac \uc774\uc628 \ubd80\ubb38\uc740 2025\ub144 \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 91.30%\ub97c \ucc28\uc9c0\ud558\uba70 796\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uaddc\ubaa8\ub97c \ud615\uc131\ud588\uace0, 2031\ub144\uae4c\uc9c0 24.1%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \ud53c\ud06c \uac00\uc2a4 \ubc1c\uc804\uacfc\uc758 \ube44\uc6a9 \ub3d9\ub4f1\uc131, \ub192\uc740 \uc655\ubcf5 \ud6a8\uc728\uc131, \uadf8\ub9ac\uace0 \ud655\ub9bd\ub41c \uacf5\uae09\ub9dd \ub355\ubd84\uc785\ub2c8\ub2e4. \ub9ac\ud2ac \uc774\uc628 \ub0b4\uc5d0\uc11c\ub294 \uc815\uc9c0\ud615 \uc0ac\uc6a9\uc744 \uc704\ud574 \ub2c8\ucf08 \ub9dd\uac04 \ucf54\ubc1c\ud2b8(NMC)\ubcf4\ub2e4 \ub9ac\ud2ac \uc778\uc0b0\ucca0(LFP)\uc774 \uc120\ud638\ub418\ub294\ub370, \uc774\ub294 4,000~6,000\ud68c\uc758 \uc0ac\uc774\ud074 \uc218\uba85\uacfc \ub0ae\uc740 \uc5f4 \ud3ed\uc8fc \uc704\ud5d8\uc744 \uc81c\uacf5\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ud55c\ud3b8, CATL\uc758 2\uc138\ub300 \ub098\ud2b8\ub968 \uc774\uc628 \ubaa8\ub4c8\uc740 \ucd94\uc6b4 \uae30\ud6c4\uc5d0\uc11c \uc2e4\ud589 \uac00\ub2a5\ud55c \ub300\uc548\uc744 \uc81c\uc2dc\ud558\uba70, 2026\ub144\uae4c\uc9c0 \uc0c1\uc5c5\uc801 \ucd9c\ud558\uac00 \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud750\ub984 \uc804\uc9c0 \ub610\ud55c \ubd88\uc5f0\uc131 \uc804\ud574\uc9c8\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \ubc30\ud130\ub9ac \uc2dc\uc7a5 \ubcf4\uace0\uc11c\ub294 2031\ub144\uae4c\uc9c0 \uc2dc\uc7a5 \uaddc\ubaa8\uac00 3,158\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uba70, \uc774 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778, \uc81c\uc57d, \uc138\ubd84\ud654 \ubc0f \uacbd\uc7c1 \ud658\uacbd\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc740 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ud1b5\ud569 \uc758\ubb34 \ud655\ub300, \uc804\ub825\ub9dd \uc2e0\ub8b0\uc131 \ubc0f \ubcf5\uc6d0\ub825 \uc694\uad6c \uc99d\ub300, \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ubc0f EU \ub137\uc81c\ub85c(Net-Zero)\uc640 \uac19\uc740 \uc6b0\ud638\uc801\uc778 \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c\uc5d0 \uc758\ud574 \uac15\ub825\ud558\uac8c \ucd94\uc9c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ud558\uc774\ube0c\ub9ac\ub4dc \ud0dc\uc591\uad11-\uc800\uc7a5 \uc804\ub825 \uad6c\ub9e4 \uacc4\uc57d(PPA) \ubc0f \uc218\uc775 \ub2e4\uac01\ud654 \uc804\ub7b5, \ub370\uc774\ud130 \uc13c\ud130 \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc\uc758 \uc548\uc815\uc801\uc778 \uccad\uc815 \uc804\ub825 \uc218\uc694 \uc99d\uac00 \ub610\ud55c \uc911\uc694\ud55c \ub3d9\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n\ubc18\uba74, \ud575\uc2ec \uad11\ubb3c \uacf5\uae09\ub9dd \uc81c\uc57d, \ubc30\ud130\ub9ac \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc758 \uc548\uc804 \ubc0f \ud654\uc7ac \uc704\ud5d8 \uc6b0\ub824, \uc0c1\ud638 \uc5f0\uacb0 \ub300\uae30\uc5f4 \ubcd1\ubaa9 \ud604\uc0c1, \ubcf4\uc870 \uc11c\ube44\uc2a4 \uc218\uc775 \uc7a0\uc2dd \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c \uc9c0\ubaa9\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uace0\uc704\ud5d8 \ud654\uc7ac \uc0ac\uace0 \uc774\ud6c4, NFPA 855 \uc9c0\uce68\uc744 \uc900\uc218\ud558\uae30 \uc704\ud55c \uace0\uae09 \uc18c\ud654 \uc2dc\uc2a4\ud15c, \uac00\uc2a4 \ubaa8\ub2c8\ud130\ub9c1 \uc13c\uc11c, \uc5c4\uaca9\ud55c \uac04\uaca9 \uc720\uc9c0 \ub4f1 \uac15\ud654\ub41c \uc548\uc804 \uc870\uce58\uac00 \ucc44\ud0dd\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc30\ud130\ub9ac \ud654\ud559 \ubc0f \uc801\uc6a9 \ubd84\uc57c:<br \/>\n\ubc30\ud130\ub9ac \ud654\ud559 \ubd84\uc57c\uc5d0\uc11c\ub294 \ub9ac\ud2ac \uc774\uc628 \uae30\uc220\uc774 2025\ub144 \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \ubc30\ud130\ub9ac \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 91.30%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ubcc0\ud615\uc774 \uc774\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub0a9\ucd95\uc804\uc9c0, \ub098\ud2b8\ub968 \uae30\ubc18 \ubc30\ud130\ub9ac, \ud750\ub984 \uc804\uc9c0(\ubc14\ub098\ub4d0, \ucca0, \uc544\uc5f0-\ube0c\ub86c) \ubc0f \uae30\ud0c0 \uc2e0\ud765 \ud654\ud559 \ubb3c\uc9c8(\uae08\uc18d-\uacf5\uae30, \uc804\uace0\uccb4) \ub610\ud55c \uc911\uc694\ud55c \ubd80\ubd84\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4.<br \/>\n\uc801\uc6a9 \ubd84\uc57c\ubcc4\ub85c\ub294 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc2dc\uac04 \uc774\ub3d9(Renewable-Energy Time-Shifting)\uc774 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 26.1%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \ud0dc\uc591\uad11 \ubc0f \ud48d\ub825 \ubc1c\uc804 \ubcf4\uae09\ub960 \uc99d\uac00\ub85c \uc778\ud55c \uc789\uc5ec \uc804\ub825\uc744 \uc800\ub141 \ud53c\ud06c \uc2dc\uac04\ub300\ub85c \ud6a8\uacfc\uc801\uc73c\ub85c \uc804\ud658\ud558\ub294 \ub370 \ubc30\ud130\ub9ac\uac00 \ud544\uc218\uc801\uc73c\ub85c \ud65c\uc6a9\ub418\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc774 \uc678\uc5d0\ub3c4 \uc8fc\ud30c\uc218 \uc870\uc815, \uc5d0\ub108\uc9c0 \ucc28\uc775 \uac70\ub798\/\uc694\uae08 \uad00\ub9ac, \ubd80\ud558 \uc774\ub3d9 \ubc0f \ud53c\ud06c \uc250\uc774\ube59, \uc1a1\ubc30\uc804 \uc9c0\uc5f0, \ube14\ub799 \uc2a4\ud0c0\ud2b8 \ubc0f \uacc4\ud1b5 \ud615\uc131 \uc9c0\uc6d0 \ub4f1 \ub2e4\uc591\ud55c \uc751\uc6a9 \ubd84\uc57c\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d \ubc0f \uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed, \ud2b9\ud788 \uc911\uad6d\uc774 \uae00\ub85c\ubc8c \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ud1b5\uc81c\ud558\uba70 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 46.20%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed \ub610\ud55c \uc0c1\uc138\ud788 \ubd84\uc11d\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ubbf8\uad6d\uc758 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 \ub3c5\ub9bd\ud615 \uc800\uc7a5 \uc7a5\uce58\uc5d0 30%\uc758 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uc5ec \ud504\ub85c\uc81d\ud2b8 \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \ud30c\uc774\ud504\ub77c\uc778\uc744 \uac00\uc18d\ud654\ud558\ub294 \ub370 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<br \/>\n\uacbd\uc7c1 \ud658\uacbd\uc740 Tesla, Fluence, Sungrow Power Supply, Contemporary Amperex Technology (CATL), W\u00e4rtsil\u00e4, Panasonic, LG Energy Solution, Samsung SDI, BYD \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud65c\ubc1c\ud55c \uacbd\uc7c1\uacfc \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784(M&#038;A, \ud30c\ud2b8\ub108\uc2ed, PPA)\uc73c\ub85c \ud2b9\uc9d5\uc9c0\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860:<br \/>\n\uc774 \ubcf4\uace0\uc11c\ub294 \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc774 \uc9c0\uc18d\uc801\uc778 \uae30\uc220 \ubc1c\uc804\uacfc \uc815\ucc45 \uc9c0\uc6d0\uc5d0 \ud798\uc785\uc5b4 \uc0c1\ub2f9\ud55c \uc131\uc7a5 \uae30\ud68c\ub97c \uc81c\uacf5\ud560 \uac83\uc774\uba70, \ub3d9\uc2dc\uc5d0 \uacf5\uae09\ub9dd \ubc0f \uc548\uc804 \ubb38\uc81c \ud574\uacb0\uc774 \uc911\uc694\ud568\uc744 \uac15\uc870\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-49955","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\/49955"}],"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=49955"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/49955\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=49955"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=49955"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=49955"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}