{"id":50015,"date":"2026-02-20T22:14:59","date_gmt":"2026-02-20T22:14:59","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/black-mass-recycling-market-mordor\/"},"modified":"2026-09-25T08:17:18","modified_gmt":"2026-09-24T23:17:18","slug":"black-mass-recycling-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/black-mass-recycling-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ube14\ub799\ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/black-mass-recycling-market-1753363004994-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\/black-mass-recycling-market-size-image-1753362979795.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 \ub9ac\ud2ac \uc774\uc628 \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \uae09\uc18d\ud55c \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.2 EU \ubc0f \uc911\uad6d\uc758 EV-OEM \ud68c\uc218 \uc758\ubb34<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95 \uccad\uc815 \uc18c\uc7ac \uc138\uc561 \uacf5\uc81c (\ubbf8\uad6d)<\/li>\n<li class=\"toc-level-3\">4.2.4 LFP\uc5d0\uc11c NMC \ud654\ud559 \uc804\ud658\uc73c\ub85c \uc778\ud55c \ud558\ub958 \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.5 \ub3c4\uc2dc \ud3d0\uae30\ubb3c \uc790\uc6d0 \ud655\ubcf4\ub97c \uc704\ud55c \uc9c0\uc790\uccb4 \uc804\uc790 \ud3d0\uae30\ubb3c \ud30c\ud2b8\ub108\uc2ed<\/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 \ubbf8\ub7c9 \uae08\uc18d \uc624\uc5fc\uc73c\ub85c \uc778\ud55c \uc0dd\uc0b0 \uc21c\ub3c4 \uc800\ud558<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud654\uc7ac \uc548\uc804 \ube14\ub799\ub9e4\uc2a4 \ubb3c\ub958\ub97c \uc704\ud55c \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc2e0\uaddc \uc7ac\ud65c\uc6a9 \uacf5\uc7a5 \uc778\ud5c8\uac00 \uc8fc\uae30\uc758 \uc9c0\uc5f0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ubc30\ud130\ub9ac \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub9ac\ud2ac \uc774\uc628 (NMC, NCA, LFP)<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c (NiMH)<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub0a9\ucd95\uc804\uc9c0<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc804\uace0\uccb4 (\uc2e0\ud765)<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc7ac\ub8cc \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ub9ac\ud2ac<\/li>\n<li class=\"toc-level-3\">5.2.2 \ucf54\ubc1c\ud2b8<\/li>\n<li class=\"toc-level-3\">5.2.3 \ub2c8\ucf08<\/li>\n<li class=\"toc-level-3\">5.2.4 \ub9dd\uac04<\/li>\n<li class=\"toc-level-3\">5.2.5 \ud751\uc5f0<\/li>\n<li class=\"toc-level-3\">5.2.6 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd9c\ucc98\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 EV \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.3.2 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc0b0\uc5c5\uc6a9 \uc804\ub3d9 \uacf5\uad6c<\/li>\n<li class=\"toc-level-3\">5.3.5 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uac74\uc2dd \uc81c\ub828 \uacf5\uc815<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc2b5\uc2dd \uc81c\ub828 \uacf5\uc815<\/li>\n<li class=\"toc-level-3\">5.4.3 \ubcf5\ud569 (\ud558\uc774\ube0c\ub9ac\ub4dc) \uacf5\uc815<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc9c1\uc811 \uc7ac\ud65c\uc6a9 \/ \ubb3c\ub9ac\uc801 \ubd84\ub9ac<\/li>\n<li class=\"toc-level-3\">5.4.5 \ubc14\uc774\uc624 \uce68\ucd9c<\/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 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.5.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.2 \ubd81\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uba55\uc2dc\ucf54<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd\n<ul>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8\n<ul>\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 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.5.5.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/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 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/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 \ubd84\uc11d<\/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 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \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 American Battery Technology Company<\/li>\n<li class=\"toc-level-3\">6.4.2 Ascend Elements, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 BASF<\/li>\n<li class=\"toc-level-3\">6.4.4 Duesenfeld GmbH<\/li>\n<li class=\"toc-level-3\">6.4.5 Fortum<\/li>\n<li class=\"toc-level-3\">6.4.6 Ganfeng Lithium Group Co., Ltd<\/li>\n<li class=\"toc-level-3\">6.4.7 Glencore<\/li>\n<li class=\"toc-level-3\">6.4.8 Graphite One Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 Li-Cycle Corp.<\/li>\n<li class=\"toc-level-3\">6.4.10 Lithion Technologies<\/li>\n<li class=\"toc-level-3\">6.4.11 Livium<\/li>\n<li class=\"toc-level-3\">6.4.12 Metso<\/li>\n<li class=\"toc-level-3\">6.4.13 Neometals Ltd<\/li>\n<li class=\"toc-level-3\">6.4.14 Primobius GmbH<\/li>\n<li class=\"toc-level-3\">6.4.15 RecycLiCo Battery Materials Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 Redwood Materials Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 SK Tes<\/li>\n<li class=\"toc-level-3\">6.4.18 SungEel HiTech<\/li>\n<li class=\"toc-level-3\">6.4.19 Umicore<\/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>\ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 \ubcf4\uace0\uc11c (2025-2030)<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc740 2025\ub144 137\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 327\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2025-2030) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 18.87%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacac\uace0\ud55c \uc131\uc7a5\uc740 \uc804\uae30\ucc28(EV) \uc0dd\uc0b0\uc790\uc5d0\uac8c \ud3d0\ubc30\ud130\ub9ac \ud68c\uc218\ub97c \uc758\ubb34\ud654\ud558\ub294 \uc815\ubd80 \uc815\ucc45, \uc2b5\uc2dd \uc57c\uae08 \ubc0f \ubc14\uc774\uc624 \uce68\ucd9c \uae30\uc220\uc758 \ubc1c\uc804\uc73c\ub85c \ub9ac\ud2ac \ubc0f \ucf54\ubc1c\ud2b8 \ud68c\uc218\uc728\uc774 \ud5a5\uc0c1\ub418\ub294 \uc810, \uadf8\ub9ac\uace0 1\ucc28 \ucc44\uad74\uc744 \ub300\uccb4\ud558\uc5ec \ud3d0\uc1c4 \ub8e8\ud504 \uc194\ub8e8\uc158\uc744 \ub3c4\uc785\ud558\ub824\ub294 \ud22c\uc790\uc790\ub4e4\uc758 \uc555\ub825\uc5d0 \ud798\uc785\uc740 \uac83\uc785\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \ubb3c\ub958 \ube44\uc6a9 \uc808\uac10\uc744 \uc704\ud574 \uae30\uac00\ud329\ud1a0\ub9ac \uc778\uadfc\uc5d0 \uc9c0\uc5ed \ud5c8\ube0c\ub97c \ud655\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \uc138\uc561 \uacf5\uc81c\ub294 \uad6d\ub0b4 \ucc98\ub9ac\uc5c5\uccb4\uc758 \ud504\ub85c\uc81d\ud2b8 \uacbd\uc81c\uc131\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. Umicore, Glencore, Redwood Materials, Li-Cycle, SK tes, BASF \ub4f1 \uc8fc\uc694 \uae30\uc5c5 \uac04\uc758 \uacbd\uc7c1 \uc2ec\ud654\ub294 \uacf5\uc815 \uc790\ub3d9\ud654, \ub3c4\uc2dc \uc804\uc790 \ud3d0\uae30\ubb3c \ud750\ub984\uacfc\uc758 \ud30c\ud2b8\ub108\uc2ed, OEM\uacfc\uc758 \uc9c1\uc811 \uc811\uadfc \uacc4\uc57d\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 \ud575\uc2ec \uad11\ubb3c \uc218\ucd9c \ud1b5\uc81c\uc5d0 \ub300\ud55c \uc815\uce58\uc801 \uc6b0\ub824\ub294 \ud604\uc9c0\ud654\ub97c \ub354\uc6b1 \uc2dc\uae09\ud558\uac8c \ub9cc\ub4e4\uace0 \uc788\uc73c\uba70, \uc720\ub7fd \ubc0f \ubd81\ubbf8 \uae30\uc5c5\ub4e4\uc740 \ud654\uc7ac \uc548\uc804 \ubb3c\ub958\uc5d0 \ub300\ud55c \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c \uc694\uad6c \uc0ac\ud56d\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc2e0\uaddc \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ubcf4\ub97c \uc11c\ub450\ub974\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 48.89%\ub85c \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uba70, 2030\ub144\uae4c\uc9c0 22.25%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 &#8216;\uc911\uac04&#8217; \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \ucd9c\ucc98\ubcc4: EV \ubc30\ud130\ub9ac\ub294 2024\ub144 \ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 58.23%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 20.45%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud130\ub9ac \uc720\ud615\ubcc4: \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\ub294 2024\ub144 \ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc758 49.35%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uace0\uccb4 \ubc30\ud130\ub9ac\ub294 2025-2030\ub144 \ub3d9\uc548 20.23%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc7ac\ub8cc\ubcc4: \ub9ac\ud2ac\uc740 2024\ub144 \ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc758 57.73%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ub9dd\uac04\uc740 2030\ub144\uae4c\uc9c0 19.89%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220\ubcc4: \uc2b5\uc2dd \uc57c\uae08 \uacf5\uc815\uc740 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 43.35%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ubc14\uc774\uc624 \uce68\ucd9c\uc740 2030\ub144\uae4c\uc9c0 21.25%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2024\ub144 \ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 48.89%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc774\uc5c8\uace0, 2030\ub144\uae4c\uc9c0 22.25%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   \ub9ac\ud2ac \uc774\uc628 \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \uae09\uaca9\ud55c \ud655\uc7a5: 2025\ub144\uae4c\uc9c0 \uc5f0\uac04 300\ub9cc \ud1a4 \uc774\uc0c1\uc758 \uc140 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac16\ucd98 \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124\uc774 \uc9c4\ud589 \uc911\uc774\uba70, \uac01 \uacf5\uc7a5\uc740 \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9 \ubc0f \uc218\ucd9c \uc81c\ud55c\uc5d0 \ub300\ud55c \uc804\ub7b5\uc801 \ud5e4\uc9c0\ub85c\uc11c \ud1b5\ud569 \uc7ac\ud65c\uc6a9 \ub77c\uc778\uc744 \uc608\uc0b0\uc5d0 \ud3ec\ud568\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub192\uc740 \uc7ac\ub8cc\ub7c9\uc740 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uc6a9\ub9e4 \ucd94\ucd9c, \uc2e4\uc2dc\uac04 \ubd88\uc21c\ubb3c \uc13c\uc11c, AI \uae30\ubc18 \uacf5\uc815 \uc81c\uc5b4\uc640 \uac19\uc740 \uae30\uc220 \ud22c\uc790\ub97c \uc815\ub2f9\ud654\ud558\uba70, \ub9ac\ud2ac \ubc0f \ucf54\ubc1c\ud2b8 \ud68c\uc218\uc728\uc744 95%\uae4c\uc9c0 \ub192\uc785\ub2c8\ub2e4. \uc911\uad6d \ud574\uc548, \ud55c\uad6d, \ubbf8\uad6d\uc5d0 \uae30\uac00\ud329\ud1a0\ub9ac\uac00 \uc9d1\uc911\ub418\uba74\uc11c \uc6b4\uc1a1 \uc8fc\uae30\uac00 \ub2e8\ucd95\ub418\uace0 \ud0c4\uc18c \ubc1c\uc790\uad6d\uc774 \uac10\uc18c\ud558\uba70, \uc774\ub294 \uad00\ub828 \uc0b0\uc5c5\uc744 \uc720\uce58\ud558\uc5ec \uc21c\ud658 \uacbd\uc81c \uce68\ud22c\ub97c \uc2ec\ud654\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   EU \ubc0f \uc911\uad6d\uc758 EV-OEM \ud68c\uc218 \uc758\ubb34\ud654: EU \ubc30\ud130\ub9ac \uaddc\uc815 2023\/1542 \ubc0f \uc911\uad6d\uc758 2024\ub144 \uc0dd\uc0b0\uc790 \ucc45\uc784 \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uc81c\uc870\uc5c5\uccb4\uc5d0\uac8c \ud3d0\ubc30\ud130\ub9ac \uc218\uac70 \ubc0f \ucc98\ub9ac\ub97c \uc758\ubb34\ud654\ud558\uc5ec \uc7ac\ud65c\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ub8cc\uc758 \uc608\uce21 \uac00\ub2a5\ud55c \uacf5\uae09\uc744 \ud655\ub9bd\ud569\ub2c8\ub2e4. \ubc8c\uae08, \uce5c\ud658\uacbd \uc218\uc218\ub8cc, \uacf5\uac1c \uc810\uc218\ud45c\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uac00 \uc7ac\ud65c\uc6a9 \uc5c5\uccb4\uc640 \ub3c5\uc810\uc801\uc778 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. \ud45c\uc900\ud654\ub41c \ubaa8\ub4c8 \ud615\uc2dd\uacfc \ud0c8\ucc29\uc2dd \ud328\uc2a4\ub108\ub294 \ud574\uccb4 \uc2dc\uac04\uc744 60% \ub2e8\ucd95\ud558\uba70, \ub514\uc9c0\ud138 \uc5ec\uad8c\uc740 \ud654\ud559 \ubc0f \uc0c1\ud0dc \ub370\uc774\ud130\uc758 \ucd94\uc801\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc815\ucc45\uc740 \uc2dc\uac04\ub2f9 120\uac1c\uc758 \ubc30\ud130\ub9ac \ud329\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \uc790\ub3d9 \ud574\uccb4 \ub85c\ubd07\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \ucd09\uc9c4\ud558\uc5ec \ub178\ub3d9 \ube44\uc6a9 \uc99d\uac00 \uc5c6\uc774 \ucc98\ub9ac\ub7c9\uc744 \ub298\ub9bd\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \uccad\uc815 \uc7ac\ub8cc \uc138\uc561 \uacf5\uc81c: IRA \uc139\uc158 45X\ub294 \uc7ac\ud65c\uc6a9 \ub9ac\ud2ac \ud0ac\ub85c\uadf8\ub7a8\ub2f9 \ucd5c\ub300 35\ub2ec\ub7ec\uc758 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uba70, \ub2c8\ucf08, \ucf54\ubc1c\ud2b8, \ud751\uc5f0\uc5d0\ub3c4 \ube44\ub840\uc801\uc778 \uc778\uc13c\ud2f0\ube0c\ub97c \ubd80\uc5ec\ud558\uc5ec \ud55c\uacc4 \ud504\ub85c\uc81d\ud2b8\ub97c \ub9e4\ub825\uc801\uc778 \uc0ac\uc5c5\uc73c\ub85c \uc804\ud658\uc2dc\ud0b5\ub2c8\ub2e4. \uc774\ub294 \uad6d\ub0b4 \ucc98\ub9ac\uc5c5\uccb4\uac00 \ud3d0\ubc30\ud130\ub9ac \ud655\ubcf4 \uacbd\uc7c1\uc5d0\uc11c \ud574\uc678 \uacbd\uc7c1\uc5c5\uccb4\ub97c \ub2a5\uac00\ud558\uac8c \ud558\uc5ec \uc544\uc2dc\uc544\ub85c\uc758 \uc2a4\ud06c\ub7a9 \uc218\ucd9c \ud750\ub984\uc744 \uc5ed\uc804\uc2dc\ud0b5\ub2c8\ub2e4. \uc790\ubcf8 \ud22c\uc785\uc774 \uac00\uc18d\ud654\ub418\uc5b4, American Battery Technology Company\ub294 \ub124\ubc14\ub2e4\uc5d0 1\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uace0 Li-Cycle\uc740 \uc560\ub9ac\uc870\ub098 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ub450 \ubc30\ub85c \ub298\ub9bd\ub2c8\ub2e4. \uc774 \uc138\uc561 \uacf5\uc81c\ub294 \ub192\uc740 \uc218\uc728\uacfc \ub0ae\uc740 \ud0c4\uc18c \uc9d1\uc57d\ub3c4\ub97c \ub2ec\uc131\ud558\ub294 \ucc98\ub9ac\uc5c5\uccb4\uc5d0 \uc720\ub9ac\ud558\uc5ec \uba64\ube0c\ub808\uc778 \uc804\uae30\ud22c\uc11d \ubc0f \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uae30\ubc18 \uc6a9\uad11\ub85c \ucc44\ud0dd\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   LFP\uc5d0\uc11c NMC \ud654\ud559\uc73c\ub85c\uc758 \uc804\ud658\uc5d0 \ub530\ub978 \ud558\ub958 \uc218\uc694: \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uac00 \ud504\ub9ac\ubbf8\uc5c4 \ubaa8\ub378\uc744 LFP\uc5d0\uc11c \ub2c8\ucf08\uc774 \ud48d\ubd80\ud55c NMC \ud654\ud559\uc73c\ub85c \uc804\ud658\ud568\uc5d0 \ub530\ub77c \ub9dd\uac04, \ucf54\ubc1c\ud2b8, \ub2c8\ucf08\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uba70 \ud6a8\uc728\uc801\uc778 \ub9ac\ud2ac \ud68c\uc218\ub3c4 \uc5ec\uc804\ud788 \ud544\uc694\ud569\ub2c8\ub2e4. \uc720\uc5f0\ud55c \uc7ac\ud65c\uc6a9 \uacf5\uc7a5\uc740 \ud504\ub85c\uadf8\ub798\ubc0d \uac00\ub2a5\ud55c pH \uc870\uc815\uc744 \ud1b5\ud574 \uce68\ucd9c\uc561 \uc870\uc131\uc744 \ubcc0\uacbd\ud558\uc5ec \ub2e4\uc591\ud55c \ud654\ud559 \ubb3c\uc9c8\uc744 \uc218\uc6a9\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud654\ud559\uc801 \ubcc0\ud654\ub294 \ub9dd\uac04 \ud669\uc0b0\uc5fc\uc5d0 \ub300\ud55c \uc7a5\uae30 \uc870\ub2ec \uacc4\uc57d\uc744 \uc720\ub3c4\ud558\uc5ec \uc7ac\ud65c\uc6a9 \uc5c5\uccb4\uc758 \uc218\uc775 \uac00\uc2dc\uc131\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4.<br \/>\n*   \ub3c4\uc2dc \uc804\uc790 \ud3d0\uae30\ubb3c \ud30c\ud2b8\ub108\uc2ed\uc744 \ud1b5\ud55c \ub3c4\uc2dc \uacf5\uae09\uc6d0\ub8cc \ud655\ubcf4: \ub3c4\uc2dc \ud3d0\uae30\ubb3c \ud750\ub984\uacfc\uc758 \ud30c\ud2b8\ub108\uc2ed\uc740 \ub3c4\uc2dc \uacf5\uae09\uc6d0\ub8cc\ub97c \ud655\ubcf4\ud558\uc5ec \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4. \uc774\ub294 \ud2b9\ud788 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c \uc911\uc694\ud558\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \ub3c4\uc2dc \uc911\uc2ec\uc9c0\ub85c \ud655\uc7a5\ub420 \uc7a0\uc7ac\ub825\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \ubbf8\ub7c9 \uae08\uc18d \uc624\uc5fc\uc73c\ub85c \uc778\ud55c \uc0dd\uc0b0\ubb3c \uc21c\ub3c4 \uc800\ud558: \ud30c\uc1c4 \ubc0f \ubc00\ub9c1 \uacfc\uc815\uc5d0\uc11c \uc720\uc785\ub418\ub294 \ucca0, \uc54c\ub8e8\ubbf8\ub284, \uad6c\ub9ac \uc870\uac01\uc740 \ubd88\uc21c\ubb3c \uc218\uc900\uc744 0.5% \uc774\uc0c1\uc73c\ub85c \ub192\uc5ec \uc7ac\ud65c\uc6a9 \uc5fc\uc774 \ud504\ub9ac\ubbf8\uc5c4 \uc74c\uadf9\uc7ac\ub85c \uc0ac\uc6a9\ub418\ub294 \uac83\uc744 \ubc29\ud574\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\ud65c\uc6a9 \uc5c5\uccb4\ub294 \uc640\uc804\ub958 \ubd84\ub9ac\uae30 \ubc0f \uace0\uc8fc\ud30c \uc720\ub3c4 \uc13c\uc11c\ub97c \uc124\uce58\ud558\uc5ec \ubd88\uc21c\ubb3c\uc744 \uac10\uc9c0\ud558\uace0 \uc788\uc9c0\ub9cc, \ucd94\uac00\uc801\uc778 \uacb0\uc815\ud654 \uacf5\uc815\uc740 \uc6b4\uc601 \ube44\uc6a9\uc744 12% \uc99d\uac00\uc2dc\ud0a4\uace0 \uc804\uccb4 \ub9ac\ud2ac \uc218\uc728\uc744 \uac10\uc18c\uc2dc\ud0b5\ub2c8\ub2e4. \uc774\ub294 \uc218\uc775\uc131\uc744 \uc800\ud574\ud558\uba70, \ub0ae\uc740 \ub9c8\uc9c4\uc758 \uc724\ud65c\uc720 \ub610\ub294 \uc138\ub77c\ubbf9 \uc751\uc6a9 \ubd84\uc57c\ub85c \ud310\ub9e4\ub420 \uc218\ubc16\uc5d0 \uc5c6\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<br \/>\n*   \ud654\uc7ac \uc548\uc804 \ube14\ub799 \ub9e4\uc2a4 \ubb3c\ub958\ub97c \uc704\ud55c \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c: \ube14\ub799 \ub9e4\uc2a4\ub294 \uc5f4 \ud3ed\uc8fc\uc5d0 \ucde8\uc57d\ud55c \uc704\ud5d8 \ubb3c\uc9c8\ub85c \ubd84\ub958\ub418\uc5b4, \ud2b9\uc218 \uc81c\uc791\ub41c \ub4dc\ub7fc, \uc9c8\uc18c \ud37c\uc9c0 \ucee8\ud14c\uc774\ub108, \uc2e4\uc2dc\uac04 \uc628\ub3c4 \uc6d0\uaca9 \uce21\uc815 \uc2dc\uc2a4\ud15c\uc774 \ud544\uc694\ud558\uba70, \uc774\ub294 \ubb3c\ub958 \ube44\uc6a9\uc744 \ud0ac\ub85c\uadf8\ub7a8\ub2f9 0.90\ub2ec\ub7ec\ub85c \uc99d\uac00\uc2dc\ucf1c \uc77c\ubc18 \uad11\uc11d \uc6b4\uc1a1 \ube44\uc6a9\uc758 \uc138 \ubc30\uc5d0 \ub2ec\ud569\ub2c8\ub2e4. \uc911\uac04 \uaddc\ubaa8 \uc2dc\uc124\uc758 \uc2a4\ud504\ub9c1\ud074\ub7ec \uc2dc\uc2a4\ud15c \uac1c\uc870 \ube44\uc6a9\uc740 1,200\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\uc5ec, \uc774\ub294 \uc6a9\ub7c9 \ud655\uc7a5\uc5d0 \ud22c\uc790\ub420 \uc218 \uc788\ub294 \uc790\ubcf8\uc744 \uc18c\ubaa8\ud569\ub2c8\ub2e4. \ubcf4\ud5d8\uc0ac\ub294 \ub2e4\uce35\uc801\uc778 \uc704\ud5d8 \uacc4\ud68d\uc744 \uc694\uad6c\ud558\uc5ec \uc5f0\uac04 \ubcf4\ud5d8\ub8cc\ub97c 18% \uc778\uc0c1\ud569\ub2c8\ub2e4.<br \/>\n*   \uc2e0\uaddc \uc7ac\ud65c\uc6a9 \uacf5\uc7a5\uc5d0 \ub300\ud55c \ub290\ub9b0 \uc778\ud5c8\uac00 \uc808\ucc28: \uc2e0\uaddc \uc7ac\ud65c\uc6a9 \uacf5\uc7a5\uc5d0 \ub300\ud55c \ub290\ub9b0 \uc778\ud5c8\uac00 \uc808\ucc28\ub294 \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \ubcf5\uc7a1\ud55c \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uac00\uc9c4 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc785\ub2c8\ub2e4. \uc774\ub294 \ud504\ub85c\uc81d\ud2b8 \uc9c0\uc5f0\uacfc \ucd94\uac00 \ube44\uc6a9\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \ubc30\ud130\ub9ac \uc720\ud615\ubcc4: \ub9ac\ud2ac \uc774\uc628\uc758 \uc9c0\ubc30\uc640 \uace0\uccb4 \ubc30\ud130\ub9ac\uc758 \ubd80\uc0c1<br \/>\n    *   \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\ub294 2024\ub144 \ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc758 49.35%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc785\ub2c8\ub2e4. \uc774\ub294 \ub9ac\ud2ac \ubc0f \ucf54\ubc1c\ud2b8\uc758 95%\uae4c\uc9c0 \ud68c\uc218 \uac00\ub2a5\ud55c \uc798 \ud655\ub9bd\ub41c \uce68\ucd9c \uacbd\ub85c \ub355\ubd84\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uace0\uccb4 \ubc30\ud130\ub9ac\ub294 \uc548\uc804\uc131\uacfc \uc5d0\ub108\uc9c0 \ubc00\ub3c4 \uc6b0\uc704\ub85c \uc778\ud574 2025-2030\ub144 \ub3d9\uc548 20.23%\uc758 \ub192\uc740 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uace0\uccb4 \ubc30\ud130\ub9ac\uc758 \uc138\ub77c\ubbf9 \uc804\ud574\uc9c8\uc740 \uc54c\ub8e8\ubbf8\ub098 \ubc0f \ud669\ud654\ubb3c \ub9e4\ud2b8\ub9ad\uc2a4\ub97c \ud3ec\ud568\ud558\uc5ec \ub9de\ucda4\ud615 \ud654\ud559\uc801 \ub610\ub294 \uae30\uacc4\uc801 \ubd84\ub9ac \ubc29\ubc95\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c \ubc30\ud130\ub9ac\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uc790\ub3d9\ucc28\uc5d0\uc11c \uc5ec\uc804\ud788 \uc911\uc694\ud558\uc9c0\ub9cc, \ub0a9\ucd95\uc804\uc9c0\ub294 \ud604\ub300 \ube14\ub799 \ub9e4\uc2a4 \ub77c\uc778\uc5d0\uc11c \uc8fc\ub85c \uc81c\uc678\ub429\ub2c8\ub2e4.<br \/>\n*   \uc7ac\ub8cc \uc720\ud615\ubcc4: \ub9ac\ud2ac\uc758 \uc120\ub450\uc640 \ub9dd\uac04\uc758 \uae09\uc99d<br \/>\n    *   \ub9ac\ud2ac\uc740 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 57.73%\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \ubaa8\ub4e0 \uc8fc\ub958 \ubc30\ud130\ub9ac \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ud544\uc218\uc801\uc774\uba70, \uc54c\uce7c\ub9ac \uce68\uc804 \ub610\ub294 \uc6a9\ub9e4 \ucd94\ucd9c\uc744 \ud1b5\ud55c \ucd94\ucd9c \ud654\ud559\uc774 \ube44\uad50\uc801 \uac04\ub2e8\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ub9dd\uac04\uc740 \uace0\ub9dd\uac04 NMC \ubc0f LFP \ucc44\ud0dd \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 19.89%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ucf54\ubc1c\ud2b8\ub294 \ud68c\uc218\uc728\uc774 98%\uc5d0 \ub2ec\ud558\uba70 \uc5ec\uc804\ud788 \uc218\uc775\uc131\uc774 \ub192\uace0, \ub2c8\ucf08\uc740 \ub192\uc740 \uc21c\ub3c4\ub97c \ub2ec\uc131\ud558\uc9c0\ub9cc \uac00\uaca9 \ubbfc\uac10\uc131\uc5d0 \uc9c1\uba74\ud569\ub2c8\ub2e4. \ud751\uc5f0\uc740 \ucd08\uc74c\ud30c \ubc15\ub9ac \uae30\uc220 \ub355\ubd84\uc5d0 \uc0c1\uc5c5\uc801 \ud68c\ub85c\uc5d0 \uc11c\uc11c\ud788 \uc9c4\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd9c\ucc98\ubcc4: EV \ubc30\ud130\ub9ac\uac00 \uc2dc\uc7a5 \ubcc0\ud654 \uc8fc\ub3c4<br \/>\n    *   \ud3d0\uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac\ub294 2024\ub144 \ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \uc810\uc720\uc728 58.23%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 20.45%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \ucd08\uae30 \uc804\uae30\ucc28\uc758 \uc218\uba85 \uc885\ub8cc\uc640 \uaddc\uc81c \uac15\ud654\uc5d0 \ub530\ub978 \uac83\uc785\ub2c8\ub2e4. \uc18c\ube44\uc790 \uac00\uc804 \uc81c\ud488\uc740 \uc5f0\uc911 \uc77c\uc815\ud55c \uacf5\uae09\uc6d0\ub8cc\ub97c \uc81c\uacf5\ud558\uba70, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc740 2030\ub144 \uc774\ud6c4 \uc0c1\ub2f9\ud55c \uc591\uc744 \uae30\uc5ec\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uc0b0\uc5c5\uc6a9 \ub3c4\uad6c, \uc804\uae30 \uc790\uc804\uac70 \ub4f1\uc740 \uc6a9\ub7c9 \ud65c\uc6a9\ub3c4\ub97c \ub192\uc774\uc9c0\ub9cc \uc774\uc9c8\uc131\uc744 \uc720\ubc1c\ud558\uc5ec \uace0\uae09 \ubd84\ub958 \uae30\uc220\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220\ubcc4: \ubc14\uc774\uc624 \uce68\ucd9c\uc774 \uc804\ud1b5\uc801\uc778 \uacf5\uc815 \ud601\uc2e0<br \/>\n    *   \uc2b5\uc2dd \uc57c\uae08 \uacf5\uc815\uc740 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 43.35%\ub97c \ucc28\uc9c0\ud558\uba70, \ud655\uc7a5\uc131, \ubaa8\ub4c8\uc2dd \ud0f1\ud06c \ud31c, \uc131\uc219\ud55c \uc2dc\uc57d \uacf5\uae09\ub9dd\uc744 \ud1b5\ud574 \ub300\ubd80\ubd84\uc758 \uae08\uc18d\uc5d0 \ub300\ud574 90% \uc774\uc0c1\uc758 \ud68c\uc218\uc728\uc744 \ub2ec\uc131\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud669\uc0b0\uc5fc\uc774 \ud48d\ubd80\ud55c \ud3d0\uc218\uc640 \uc0c1\ub2f9\ud55c \uc5f4 \ubc0f \ud654\ud559 \ubb3c\uc9c8 \ud22c\uc785\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \ubc14\uc774\uc624 \uce68\ucd9c\uc740 21.25%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\ub85c \uc131\uc7a5\ud558\uba70, \ucca0 \uc0b0\ud654 \ub610\ub294 \ud669 \uc0b0\ud654 \ubbf8\uc0dd\ubb3c\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc0c1\uc628\uc5d0\uc11c \uae08\uc18d\uc744 \ubd84\ub9ac\ud558\uc5ec \uc2dc\uc57d \uc218\uc694\ub97c \uc808\ubc18\uc73c\ub85c \uc904\uc774\uace0 \uc2ac\ub7ec\uc9c0 \ucc98\ub9ac\ub7c9\uc744 \uac10\uc18c\uc2dc\ud0b5\ub2c8\ub2e4. \uac74\uc2dd \uc57c\uae08 \uc81c\ub828\uc18c\ub294 \ub300\ub7c9 \ucc98\ub9ac\uc5d0\ub294 \uc5ec\uc804\ud788 \uc0ac\uc6a9\ub418\uc9c0\ub9cc CO\u2082 \ubc0f NO\u2093 \ubc30\ucd9c\uc5d0 \ub300\ud55c \uaddc\uc81c \uc870\uc0ac\ub97c \ubc1b\uc2b5\ub2c8\ub2e4. \uc9c1\uc811 \uc7ac\ud65c\uc6a9 \ubc29\ubc95\uc740 \uc74c\uadf9 \ubd84\ub9d0\uc744 \ubc15\ub9ac\ud558\uace0 \uc7ac\ub9ac\ud2ac\ud654\ud558\uc5ec \ubcf5\uc7a1\ud55c \ud654\ud559 \uacf5\uc815\uc744 \uc644\uc804\ud788 \uc6b0\ud68c\ud568\uc73c\ub85c\uc368 \ube44\uc6a9 \ubc0f \uc5d0\ub108\uc9c0 \uc808\uac10 \ud6a8\uacfc\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2024\ub144 \uc804 \uc138\uacc4 \ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc758 48.89%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\uad6d, \uc77c\ubcf8, \ud55c\uad6d\uc744 \uc911\uc2ec\uc73c\ub85c \uc218\uc9c1 \ud1b5\ud569\ub41c \ubc30\ud130\ub9ac \uac00\uce58 \uc0ac\uc2ac\uc744 \ud65c\uc6a9\ud558\uc5ec 2030\ub144\uae4c\uc9c0 22.25%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 \ud751\uc5f0 \uc218\ucd9c \ud1b5\uc81c\ub294 \uad6d\ub0b4 \uc7ac\ud65c\uc6a9 \uc591\uadf9\uc7ac \uc218\uc694\ub97c \uc99d\ud3ed\uc2dc\ud0a4\uace0 \uc720\ub7fd \uc74c\uadf9\uc7ac \uc81c\uc870\uc5c5\uccb4\uc758 \ud569\uc791 \ud22c\uc790\ub97c \uc720\uce58\ud569\ub2c8\ub2e4. \uc815\ubd80 \ubcf4\uc870\uae08\uacfc \uc6b0\ub300 \uc804\uae30 \uc694\uae08\ub3c4 \uc9c0\uc5ed \ub9ac\ub354\uc2ed\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uc2e0\uaddc \uc2dc\uc124\uc758 \ub0b4\ubd80 \uc218\uc775\ub960\uc744 \ub192\uc774\ub294 \uc5f0\ubc29 \uc138\uc561 \uacf5\uc81c\uc5d0 \ud798\uc785\uc5b4 \uc6a9\ub7c9\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Redwood Materials\ub294 \ub124\ubc14\ub2e4\uc640 \uc0ac\uc6b0\uc2a4\uce90\ub864\ub77c\uc774\ub098\uc5d0\uc11c \ub2e4\ub2e8\uacc4 \ubcf5\ud569 \ub2e8\uc9c0\ub97c \ud655\uc7a5\ud558\uace0 \uc788\uc73c\uba70, BASF\ub294 \uc9c0\uc5ed \uc720\ud2f8\ub9ac\ud2f0\uc640 \ud611\ub825\ud558\uc5ec \uc800\ud0c4\uc18c \uc804\ub825\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc5c4\uaca9\ud55c \uaddc\uc81c\ub294 \ub3c5\uc77c, \uc2a4\uc6e8\ub374, \ud3f4\ub780\ub4dc\uc5d0 \uc704\uce58\ud55c \uace0\uc21c\ub3c4 \uc2b5\uc2dd \uc57c\uae08 \ud5c8\ube0c\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \ucd09\uc9c4\ud558\uba70, \uac01 \ud5c8\ube0c\ub294 \uc9c0\uc5ed \uae30\uac00\ud329\ud1a0\ub9ac \ud074\ub7ec\uc2a4\ud130\uc640 \uc5f0\uacb0\ub429\ub2c8\ub2e4. 2027\ub144\ubd80\ud130 \uc2dc\ud589\ub420 EU \ubc30\ud130\ub9ac \uc5ec\uad8c\uc740 \uc138\ubd84\ud654\ub41c \uc218\uba85 \uc8fc\uae30 \ub370\uc774\ud130\ub97c \uc758\ubb34\ud654\ud558\uc5ec \ucd94\uc801 \uac00\ub2a5\ud558\uace0 \uc800\ubc30\ucd9c \uc7ac\ud65c\uc6a9 \uc194\ub8e8\uc158\uc73c\ub85c \uc790\ubcf8\uc744 \uc720\ub3c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \uc120\uc801 \ub3d9\ub9e5\uc5d0 \uadfc\uc811\ud55c \uc774\uc810\uc744 \ud65c\uc6a9\ud558\uc5ec \uc804\ucc98\ub9ac \ubc0f \ud654\uc7ac \uc548\uc804 \ubcf4\uad00 \ubd84\uc57c\uc5d0\uc11c \ud2c8\uc0c8 \uc5ed\ud560\uc744 \ubaa9\ud45c\ub85c \ud558\uc9c0\ub9cc, \ud558\ub958 \uc218\uc694 \uc81c\ud55c\uc73c\ub85c \uc778\ud574 \uc5ec\uc804\ud788 \uc81c\uc57d\uc744 \ubc1b\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc740 &#8216;\uc911\uac04&#8217; \uc218\uc900\uc73c\ub85c \ud1b5\ud569\ub418\uc5b4 \uc788\uc73c\uba70, \uc0c1\uc704 5\uac1c \uc5c5\uccb4\uac00 \uc124\uce58 \uc6a9\ub7c9\uc758 \uc57d 52%\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. Umicore\uc640 Glencore\ub294 \uae4a\uc740 \uc57c\uae08 \uc720\uc0b0, \uad11\ubc94\uc704\ud55c \uac70\ub798 \ub370\uc2a4\ud06c, \uc790\uccb4 \uc81c\ub828 \uc778\ud504\ub77c\ub97c \ud65c\uc6a9\ud558\uc5ec \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc640 \uc7a5\uae30 \uacf5\uae09\uc6d0\ub8cc \uacc4\uc57d\uc744 \ud611\uc0c1\ud569\ub2c8\ub2e4. Redwood Materials\uc640 Li-Cycle\uc740 \ud1a4\ub2f9 \ub0ae\uc740 \uc790\ubcf8 \uc9c0\ucd9c\uacfc \ub192\uc740 \ub9ac\ud2ac \uc218\uc728\uc744 \uc57d\uc18d\ud558\ub294 \ud2b9\ud5c8\ubc1b\uc740 \uc2b5\uc2dd \uc57c\uae08-\uc6a9\ub9e4 \ucd94\ucd9c \uacf5\uc815\uc73c\ub85c \ucc28\ubcc4\ud654\ud569\ub2c8\ub2e4. SK tes\uc640 BASF\ub294 \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc744 \ucd94\uad6c\ud569\ub2c8\ub2e4. BASF\ub294 2025\ub144 6\uc6d4 \ub3c5\uc77c \uc288\ubc14\ub974\uce20\ud558\uc774\ub370\uc5d0 \uc5f0\uac04 15,000\ud1a4 \ucc98\ub9ac \ub2a5\ub825\uc758 \ube14\ub799 \ub9e4\uc2a4 \uacf5\uc7a5\uc744 \uac00\ub3d9\ud558\uc5ec \ub3c5\uc77c \uc74c\uadf9\uc7ac \uacf5\uc7a5\uc5d0 \ud3d0\uc1c4 \ub8e8\ud504 \uacf5\uae09\uc744 \ud1b5\ud569\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \uc804\ub7b5\uc740 \uc218\uc9c1 \ud1b5\ud569\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \uc5ec\ub7ec \uc7ac\ud65c\uc6a9 \uc5c5\uccb4\ub294 \uacf5\uae09\uc6d0\ub8cc\ub97c \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uc218\uac70 \uc2a4\ud0c0\ud2b8\uc5c5\uc744 \uc778\uc218\ud558\uace0 \uc788\uc73c\uba70, Tesla\uc640 \uac19\uc740 OEM\uc740 \uc7ac\ub8cc \uac00\uce58\ub97c \ub0b4\ubd80\uc801\uc73c\ub85c \uc720\uc9c0\ud558\uae30 \uc704\ud574 \uc790\uccb4 \ud30c\uc1c4 \ubaa8\ub4c8\uc744 \uc2dc\ud5d8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc14\uc774\uc624 \uce68\ucd9c \ubc15\ud14c\ub9ac\uc544 \uade0\uc8fc \ubc0f \uba64\ube0c\ub808\uc778 \uc804\uae30\ud22c\uc11d \ubd84\uc57c\uc758 \ud2b9\ud5c8 \ucd9c\uc6d0\uc774 \uae09\uc99d\ud558\uace0 \uc788\uc5b4, \uc6d0\uc2dc \uaddc\ubaa8\ubcf4\ub2e4\ub294 \uacf5\uc815 IP\ub97c \ub458\ub7ec\uc2fc \uacbd\uc7c1\uc774 \uce58\uc5f4\ud568\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \uc0ac\ubaa8 \ud380\ub4dc\ub294 \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c\uc758 \ud61c\ud0dd\uc744 \ubc1b\ub294 \uc2dc\uc7a5\uc5d0\uc11c \ub2e4\uc911 \uc0ac\uc774\ud2b8 \ud655\uc7a5\uc744 \uc9c0\uc6d0\ud558\uba70 \uc774 \ubd84\uc57c\uc5d0 \uc9c4\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. ESG \uc9c0\ud45c\uc5d0\uc11c \ub192\uc740 \uc810\uc218\ub97c \ubc1b\uc740 \uae30\uc5c5\uc740 \ub354 \uc800\ub834\ud55c \uc790\uae08\uc744 \ud655\ubcf4\ud558\uc5ec \uc9c0\uc18d \uac00\ub2a5\uc131 \uc131\uacfc\uc640 \uc790\ubcf8 \ube44\uc6a9 \uac04\uc758 \ud53c\ub4dc\ubc31 \ub8e8\ud504\ub97c \uac15\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc0b0\uc5c5 \ubc1c\uc804<\/p>\n<p>*   2025\ub144 6\uc6d4: BASF\ub294 \ub3c5\uc77c \uc288\ubc14\ub974\uce20\ud558\uc774\ub370\uc5d0 \uc5f0\uac04 15,000\ud1a4(\uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc57d 40,000\uac1c\uc5d0 \ud574\ub2f9) \ucc98\ub9ac \ub2a5\ub825\uc758 \ube14\ub799 \ub9e4\uc2a4 \uacf5\uc7a5\uc744 \uac00\ub3d9\ud558\uc5ec \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc0ac\uc5c5\uc758 \uc911\uc694\ud55c \uc9c4\uc804\uc744 \uc774\ub8e8\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: Redwood Materials\ub294 Lime\uacfc \ub3c5\uc810 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uc5ec \ubbf8\uad6d, \ub3c5\uc77c, \ub124\ub35c\ub780\ub4dc \uc804\uc5ed\uc5d0\uc11c \uc218\uba85\uc774 \ub2e4\ud55c \uc804\uae30 \uc790\uc804\uac70 \ubc0f \uc804\uae30 \uc2a4\ucfe0\ud130 \ubc30\ud130\ub9ac\ub97c \uc7ac\ud65c\uc6a9\ud558\uae30\ub85c \ud569\uc758\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc7ac\ud65c\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ub8cc \uac00\uc6a9\uc131\uc744 \ub192\uc5ec \ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc744 \ud65c\uc131\ud654\ud560\uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n<p>*   2025\ub144 3\uc6d4: \ub9ac\uc0ac\uc774\ud074\ub9c1 \uae30\uc220 \uc2a4\ud0c0\ud2b8\uc5c5\uc778 &#8216;\uadf8\ub9b0\uc140 \uc194\ub8e8\uc158\uc988&#8217;\ub294 \uc2dc\ub9ac\uc988 B \ud380\ub529 \ub77c\uc6b4\ub4dc\uc5d0\uc11c 5\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \uc720\uce58\ud558\uc5ec, \uc720\ub7fd \ub0b4 \uc0c8\ub85c\uc6b4 \uc7ac\ud65c\uc6a9 \uc2dc\uc124 \uac74\uc124 \ubc0f \uae30\uc220 \uac1c\ubc1c\uc5d0 \ud22c\uc790\ud560 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: \ubbf8\uad6d\uc758 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uae30\uc5c5\uc778 Cirba Solutions\ub294 \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc5ed\ub7c9\uc744 \ud655\uc7a5\ud558\uae30 \uc704\ud574 3\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud22c\uc790\ub97c \uc720\uce58\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud22c\uc790\ub294 \uc0c8\ub85c\uc6b4 \uc2dc\uc124 \uac74\uc124\uacfc \uae30\uc874 \uc2dc\uc124\uc758 \uc5c5\uadf8\ub808\uc774\ub4dc\uc5d0 \uc0ac\uc6a9\ub420 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: \uc720\ub7fd\uc5f0\ud569\uc740 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \ubaa9\ud45c\ub97c \uac15\ud654\ud558\ub294 \uc0c8\ub85c\uc6b4 \uaddc\uc815\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uaddc\uc815\uc740 \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\uc5d0 \uc7ac\ud65c\uc6a9 \uc7ac\ub8cc \uc0ac\uc6a9 \uc758\ubb34\ub97c \ubd80\uacfc\ud558\uace0, \uc7ac\ud65c\uc6a9 \ud6a8\uc728\uc131 \ubc0f \ud68c\uc218\uc728\uc5d0 \ub300\ud55c \ub354 \uc5c4\uaca9\ud55c \uae30\uc900\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc804\ub9dd<\/p>\n<p>\ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc740 \uc804\uae30\ucc28 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS) \uc2dc\uc7a5\uc758 \uae09\uaca9\ud55c \uc131\uc7a5\uc5d0 \ud798\uc785\uc5b4 \ud5a5\ud6c4 \uba87 \ub144\uac04 \uae30\ud558\uae09\uc218\uc801\uc778 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788, \uc6d0\uc790\uc7ac \uac00\uaca9 \ubcc0\ub3d9\uc131 \uc99d\uac00\uc640 \uacf5\uae09\ub9dd \uc548\uc815\ud654\uc5d0 \ub300\ud55c \ud544\uc694\uc131\uc774 \ucee4\uc9c0\uba74\uc11c, \uc7ac\ud65c\uc6a9\uc744 \ud1b5\ud55c \ud575\uc2ec \uad11\ubb3c \ud655\ubcf4\uc758 \uc911\uc694\uc131\uc774 \ub354\uc6b1 \ubd80\uac01\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220 \ubc1c\uc804\uacfc \uc815\ucc45\uc801 \uc9c0\uc6d0\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud558\ub294 \uc8fc\uc694 \ub3d9\ub825\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ube14\ub799 \ub9e4\uc2a4(Black Mass) \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5\uc758 \uc815\uc758, \ubc94\uc704, \uc5f0\uad6c \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud558\uba70, \uc2dc\uc7a5 \ud604\ud669, \uc131\uc7a5 \ub3d9\uc778 \ubc0f \uc81c\uc57d \uc694\uc778, \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uadf8\ub9ac\uace0 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uae00\ub85c\ubc8c \ube14\ub799 \ub9e4\uc2a4 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc740 2025\ub144 137\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 18.87%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 327\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \ub9ac\ud2ac\uc774\uc628 \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \uae09\uaca9\ud55c \ud655\uc7a5, \uc720\ub7fd \ubc0f \uc911\uad6d\uc758 \uc804\uae30\ucc28(EV) OEM \ud68c\uc218 \uc758\ubb34 \uac15\ud654, \ubbf8\uad6d\uc758 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc5d0 \ub530\ub978 \uccad\uc815 \uc7ac\ub8cc \uc138\uc561 \uacf5\uc81c, LFP\uc5d0\uc11c NMC \ud654\ud559\uc73c\ub85c\uc758 \uc804\ud658\uc5d0 \ub530\ub978 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \uc218\uc694 \uc99d\uac00, \uadf8\ub9ac\uace0 \ub3c4\uc2dc \ud3d0\uae30\ubb3c \ud30c\ud2b8\ub108\uc2ed\uc744 \ud1b5\ud55c \ub3c4\uc2dc \uacf5\uae09\uc6d0\ub8cc \ud655\ubcf4 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ubbf8\ub7c9 \uae08\uc18d \uc624\uc5fc\uc73c\ub85c \uc778\ud55c \uc0dd\uc0b0 \uc21c\ub3c4 \uc800\ud558, \ud654\uc7ac \uc548\uc804\uc744 \uc704\ud55c \ube14\ub799 \ub9e4\uc2a4 \ubb3c\ub958\uc758 \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c, \uadf8\ub9ac\uace0 \uc2e0\uaddc \uc7ac\ud65c\uc6a9 \uacf5\uc7a5 \uc778\ud5c8\uac00 \uc808\ucc28 \uc9c0\uc5f0 \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \ub2e4\uc591\ud55c \uae30\uc900\uc73c\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud130\ub9ac \uc720\ud615\ubcc4: \ub9ac\ud2ac\uc774\uc628(NMC, NCA, LFP), \ub2c8\ucf08-\uae08\uc18d \uc218\uc18c\ud654\ubb3c(NiMH), \ub0a9\ucd95, \uc804\uace0\uccb4(\uc2e0\ud765), \uae30\ud0c0 \ubc30\ud130\ub9ac \uc720\ud615\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<br \/>\n*   \uc7ac\ub8cc \uc720\ud615\ubcc4: \ub9ac\ud2ac, \ucf54\ubc1c\ud2b8, \ub2c8\ucf08, \ub9dd\uac04, \ud751\uc5f0 \ub4f1 \ud575\uc2ec \uc7ac\ub8cc\uc758 \ud68c\uc218 \uc2dc\uc7a5\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \ud2b9\ud788 \ub9dd\uac04 \ud68c\uc218\ub294 \uace0\ub9dd\uac04 NMC \ubc0f LFP \ud654\ud559\uc758 \ucc44\ud0dd \uc99d\uac00\ub85c \uc778\ud574 \ud5a5\ud6c4 \uac00\uc7a5 \uac15\ub825\ud55c \uc131\uc7a5 \uc7a0\uc7ac\ub825(\uc5f0\ud3c9\uade0 19.89% \uc131\uc7a5)\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd9c\ucc98\ubcc4: EV \ubc30\ud130\ub9ac, \uac00\uc804\uc81c\ud488, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS), \uc0b0\uc5c5\uc6a9 \uc804\ub3d9 \uacf5\uad6c \ub4f1 \ub2e4\uc591\ud55c \ucd9c\ucc98\ub97c \ubd84\uc11d\ud558\uba70, \ud2b9\ud788 \uc218\uba85\uc774 \ub2e4\ud55c EV \ubc30\ud130\ub9ac\uac00 \uc804 \uc138\uacc4 \uacf5\uae09\uc6d0\ub8cc\uc758 58.23%\ub97c \ucc28\uc9c0\ud558\uba70 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 20.45%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220\ubcc4: \uac74\uc2dd \uc57c\uae08 \uacf5\uc815, \uc2b5\uc2dd \uc57c\uae08 \uacf5\uc815, \ubcf5\ud569(\ud558\uc774\ube0c\ub9ac\ub4dc) \uacf5\uc815, \uc9c1\uc811 \uc7ac\ud65c\uc6a9\/\ubb3c\ub9ac\uc801 \ubd84\ub9ac, \uadf8\ub9ac\uace0 \ubc14\uc774\uc624 \uce68\ucd9c \uae30\uc220\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ubc14\uc774\uc624 \uce68\ucd9c\uc740 \ubbf8\uc0dd\ubb3c\uc744 \ud65c\uc6a9\ud558\uc5ec \uc0c1\uc628\uc5d0\uc11c \uae08\uc18d\uc744 \ucd94\ucd9c\ud558\uace0 \ud654\ud559 \ubb3c\uc9c8 \uc18c\ube44\ub97c \uc904\uc774\ub294 \ubc29\uc2dd\uc73c\ub85c, \ud5a5\ud6c4 5\ub144\uac04 \uc5f0\ud3c9\uade0 21.25%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc911\uad6d, \uc77c\ubcf8, \ud55c\uad6d\uc758 \ubc00\uc9d1\ub41c \uae30\uac00\ud329\ud1a0\ub9ac \ub124\ud2b8\uc6cc\ud06c\uc640 \uc9c0\uc6d0 \uc815\ucc45\uc5d0 \ud798\uc785\uc5b4 48.89%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uacfc 22.25%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc758 IRA\ub294 \uc7ac\ud65c\uc6a9 \ub9ac\ud2ac\uc5d0 \ub300\ud574 kg\ub2f9 \ucd5c\ub300 35\ub2ec\ub7ec\uc758 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uc5ec \ud504\ub85c\uc81d\ud2b8 \uacbd\uc81c\uc131\uc744 \ub192\uc774\uace0 \ud574\uc678 \uc7ac\ud65c\uc6a9 \uae30\uc5c5\ub4e4\uc758 \uad6d\ub0b4 \uc0dd\uc0b0 \ub2a5\ub825 \uad6c\ucd95\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc774 \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. American Battery Technology Company, Ascend Elements, BASF, Li-Cycle Corp., Redwood Materials Inc., SK Tes, SungEel HiTech, Umicore \ub4f1 \uc8fc\uc694 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc774 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00, \ud3d0\uc1c4 \ub8e8\ud504 \ubc30\ud130\ub9ac \uc0dd\ud0dc\uacc4\uc5d0\uc11c\uc758 \uae30\ud68c, \uae08\uc18d \ud68c\uc218 \uae30\uc220 \ud601\uc2e0, \uadf8\ub9ac\uace0 \uc2e0\ud765 \uc2dc\uc7a5\uc73c\ub85c\uc758 \ud655\uc7a5\uc744 \ud3ec\ud568\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\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-50015","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\/50015"}],"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=50015"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/50015\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=50015"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=50015"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=50015"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}