{"id":50057,"date":"2026-02-20T22:41:40","date_gmt":"2026-02-20T22:41:40","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/cathode-material-market-mordor\/"},"modified":"2026-09-25T12:09:08","modified_gmt":"2026-09-25T03:09:08","slug":"cathode-material-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/cathode-material-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc591\uadf9\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d \u2013 \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/cathode-material-market-1770987559508-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\/cathode-material-market-size-image-1770987560534.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud604\ud669<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 \uae09\uc99d\ud558\ub294 EV \uc0dd\uc0b0\ub7c9<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f \ubc30\ucd9c \uaddc\uc81c<\/li>\n<li class=\"toc-level-3\">4.2.3 \uaddc\ubaa8\uc758 \ud559\uc2b5\uc73c\ub85c \uc778\ud55c \ubc30\ud130\ub9ac \ud329 \ube44\uc6a9 \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.2.4 \ubbf8\uad6d \ubc0f EU \ub0b4 \uc591\uadf9\uc7ac \uacf5\uae09\ub9dd \ud604\uc9c0\ud654<\/li>\n<li class=\"toc-level-3\">4.2.5 \ub098\ud2b8\ub968 \uc774\uc628 \ubc0f LMFP \uc0c1\uc6a9\ud654\ub85c \uc218\uc694 \ud655\ub300<\/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 \uc911\uad6d \ub0b4 \uacf5\uae09\ub9dd \uc9d1\uc911<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\uc758 \ub0ae\uc740 \uc591\uadf9\uc7ac \uc9c8\ub7c9\/kWh<\/li>\n<li class=\"toc-level-3\">4.3.3 \uace0\ub9dd\uac04 \ud654\ud559\ubb3c\uc9c8\uc758 \uac00\uacf5 \ub09c\uad00<\/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 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.6.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\ubb3c\ub7c9)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub9ac\ud2ac\uc778\uc0b0\ucca0<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub9ac\ud2ac\ucf54\ubc1c\ud2b8\uc0b0\ud654\ubb3c<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub9ac\ud2ac-\ub2c8\ucf08 \ub9dd\uac04 \ucf54\ubc1c\ud2b8<\/li>\n<li class=\"toc-level-3\">5.1.4 \ub9ac\ud2ac\ub9dd\uac04\uc0b0\ud654\ubb3c<\/li>\n<li class=\"toc-level-3\">5.1.5 \ub9ac\ud2ac \ub2c8\ucf08 \ucf54\ubc1c\ud2b8 \uc54c\ub8e8\ubbf8\ub284 \uc0b0\ud654\ubb3c<\/li>\n<li class=\"toc-level-3\">5.1.6 \uc774\uc0b0\ud654\ub0a9<\/li>\n<li class=\"toc-level-3\">5.1.7 \uae30\ud0c0 \uc7ac\ub8cc (\uc778\uc0b0\ucca0\ub098\ud2b8\ub968, \uc625\uc2dc\uc218\uc0b0\ud654\ubb3c, \ud751\uc5f0)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ubc30\ud130\ub9ac \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ub9ac\ud2ac \uc774\uc628<\/li>\n<li class=\"toc-level-3\">5.2.2 \ub0a9\ucd95<\/li>\n<li class=\"toc-level-3\">5.2.3 \ub098\ud2b8\ub968 \uc774\uc628<\/li>\n<li class=\"toc-level-3\">5.2.4 \ud750\ub984 \uc804\uc9c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.2 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc804\ub3d9 \uacf5\uad6c<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc5d0\ub108\uc9c0 \uc800\uc7a5<\/li>\n<li class=\"toc-level-3\">5.3.5 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 (\uc758\ub8cc \uae30\uae30, \ud56d\uacf5 \uc6b0\uc8fc \ub4f1)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.1.5 \uc778\ub3c4\ub124\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.1.6 \ubca0\ud2b8\ub0a8<\/li>\n<li class=\"toc-level-4\">5.4.1.7 \ud0dc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.8 \ub9d0\ub808\uc774\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.1.9 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.4.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.3.7 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.4.3.8 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.9 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728(%)\/\uc21c\uc704 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34, \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 BASF<\/li>\n<li class=\"toc-level-3\">6.4.2 Contemporary Amperex Technology Co., Limited<\/li>\n<li class=\"toc-level-3\">6.4.3 \uc5d0\ucf54\ud504\ub85c\ube44\uc5e0<\/li>\n<li class=\"toc-level-3\">6.4.4 Eramet (Sandouville)<\/li>\n<li class=\"toc-level-3\">6.4.5 Guangxi CNGR Advanced Material<\/li>\n<li class=\"toc-level-3\">6.4.6 Himadri Speciality Chemical Ltd<\/li>\n<li class=\"toc-level-3\">6.4.7 Huayou Cobalt Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 IBU-tec<\/li>\n<li class=\"toc-level-3\">6.4.9 LANDF CORP<\/li>\n<li class=\"toc-level-3\">6.4.10 LG\ud654\ud559<\/li>\n<li class=\"toc-level-3\">6.4.11 MITSUI MINING &amp; SMELTING CO.,LTD.<\/li>\n<li class=\"toc-level-3\">6.4.12 NICHIA CORPORATION<\/li>\n<li class=\"toc-level-3\">6.4.13 Nippon Chemical Industrial Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0<\/li>\n<li class=\"toc-level-3\">6.4.15 Shenzhen Dynanonic Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Showa Denko Materials<\/li>\n<li class=\"toc-level-3\">6.4.17 Sumitomo Metal Mining Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Targray<\/li>\n<li class=\"toc-level-3\">6.4.19 Umicore<\/li>\n<li class=\"toc-level-3\">6.4.20 XTC New Energy Materials<\/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>\uc591\uadf9\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc744 \uc7ac\ub8cc(\ub9ac\ud2ac\uc778\uc0b0\ucca0, \ub9ac\ud2ac\ucf54\ubc1c\ud2b8\uc0b0\ud654\ubb3c, \ub9ac\ud2ac\ub9dd\uac04\uc0b0\ud654\ubb3c \ub4f1), \ubc30\ud130\ub9ac \uc720\ud615(\ub9ac\ud2ac\uc774\uc628, \ub0a9\ucd95, \ub098\ud2b8\ub968\uc774\uc628, \ud750\ub984\uc804\uc9c0), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc790\ub3d9\ucc28, \uac00\uc804\uc81c\ud488 \ub4f1) \ubc0f \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uc608\uce21\uc740 \ubb3c\ub7c9(\ud1a4) \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>2025\ub144 391\ub9cc \ud1a4 \uaddc\ubaa8\uc600\ub358 \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc740 2026\ub144 485\ub9cc \ud1a4\uc5d0\uc11c 2031\ub144 1,432\ub9cc \ud1a4\uc73c\ub85c \uc131\uc7a5\ud558\uc5ec \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 24.15%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ubcf4\ub2e4 BOM(Bill-of-Material) \uc808\uac10\uc744 \uc6b0\uc120\uc2dc\ud558\uba74\uc11c \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \uc804\uc9c0\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc73c\uba70, \uc815\uc9c0\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc7a5\uce58 \ubc0f \uc774\ub95c\ucc28 \uc804\ub3d9\ud654\uc758 \ub3d9\uc2dc \uc131\uc7a5\uc774 \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. POSCO FUTURE M-GM \ubc0f \uc5d0\ucf54\ud504\ub85c\ube44\uc5e0-BMW\uc640 \uac19\uc740 \uc804\uad6c\uccb4 \ud569\uc791 \ud22c\uc790\ub294 \uc6d0\ub8cc \ud655\ubcf4\uac00 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \ub118\uc5b4\uc120 \ud575\uc2ec \uacbd\uc7c1 \uc694\uc18c\uac00 \ub418\uc5c8\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc9c0\uc5ed\uc801\uc73c\ub85c\ub294 \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \ub2c8\ucf08 \uc758\ubb34\ud654\uc640 \ubca0\ud2b8\ub0a8\uc758 \uc870\ub9bd \uc778\uc13c\ud2f0\ube0c\ub85c \uc778\ud574 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc9c0\ubc30\ub825\uc744 \uc720\uc9c0\ud560 \uac83\uc774\uba70, \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \uc131\uc7a5\uc740 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c\uc5d0 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4. \uc2e0\ud765 \ub098\ud2b8\ub968\uc774\uc628 \ubc0f LMFP \ud654\ud559\ubb3c\uc9c8\uc740 \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc758 \uc7a0\uc7ac\uc801 \uae30\ubc18\uc744 \ud655\uc7a5\ud558\uc5ec, \uc800\ube44\uc6a9 \uc81c\ud615\uc774 \ud504\ub9ac\ubbf8\uc5c4 NMC \ubc0f NCA \uc81c\ud488\uc744 \ubcf4\uc644\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc7ac\ub8cc\ubcc4: \ub9ac\ud2ac\uc778\uc0b0\ucca0\uc740 2025\ub144 \uc591\uadf9\uc7ac \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 41.10%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 24.97%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud130\ub9ac \uc720\ud615\ubcc4: \ub9ac\ud2ac\uc774\uc628\uc740 2025\ub144 \uc218\uc694\uc758 88.20%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 25.62%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc790\ub3d9\ucc28 \ubd80\ubb38\uc740 2025\ub144 \ubb3c\ub7c9 \uc810\uc720\uc728\uc758 54.90%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 25.18%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \ubb3c\ub7c9\uc758 79.10%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 26.34%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \ud655\uc7a5\ub420 \uc608\uc815\uc785\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \uc591\uadf9\uc7ac \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\uc778:<\/p>\n<p>1.  \uc804\uae30\ucc28 \uc0dd\uc0b0\ub7c9 \uae09\uc99d (CAGR\uc5d0 6.8% \uc601\ud5a5): 2025\ub144 \uc804 \uc138\uacc4 \uc804\uae30\ucc28 \uc0dd\uc0b0\ub7c9\uc740 1,380\ub9cc \ub300\uc5d0 \ub2ec\ud588\uc73c\uba70, 2028\ub144\uc5d0\ub294 2,200\ub9cc \ub300\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 60kWh \ubc30\ud130\ub9ac \ud329\ub2f9 8~12kg\uc758 \ud65c\ubb3c\uc9c8\uc774 \ud544\uc694\ud558\ubbc0\ub85c \uc774\ub294 \uc591\uadf9\uc7ac \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. BYD\ub294 2026\ub144\uae4c\uc9c0 400\ub9cc \ub300\uc758 \ud50c\ub7ec\uadf8\uc778 \ucc28\ub7c9\uc744 \uc0dd\uc0b0\ud558\uc5ec 2024\ub144 \ub300\ube44 \ub450 \ubc30\uc758 \uc0dd\uc0b0\ub7c9\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc73c\uba70, CATL\uc758 Qilin\uacfc \uac19\uc740 \ub300\ud615 \uc140\ub85c\uc758 \uc804\ud658\uc740 \uc804\uadf9 \ucf54\ud305\uc744 \ub450\uaecd\uac8c \ud558\uc5ec \ucc28\ub7c9\ub2f9 \uc591\uadf9\uc7ac \uc801\uc7ac\ub7c9\uc744 \ub298\ub9bd\ub2c8\ub2e4. UPS\uac00 2025\ub144\uc5d0 LFP \uae30\ubc18 \ubc30\uc1a1 \ubc34 1\ub9cc \ub300\ub97c \uc8fc\ubb38\ud558\ub294 \ub4f1 \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9\uc758 \uc804\ub3d9\ud654\ub3c4 \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc5d0 \uc548\uc815\uc801\uc778 \uc218\uc694\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n2.  \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f \ubc30\ucd9c \uaddc\uc81c (CAGR\uc5d0 4.3% \uc601\ud5a5): \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 45X \uc870\ud56d\uc740 \uad6d\ub0b4 \uc0dd\uc0b0 \uc140\uc5d0 kWh\ub2f9 10\ub2ec\ub7ec, \ubaa8\ub4c8\uc5d0 45\ub2ec\ub7ec\uc758 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uc5ec \ucd1d 550GWh \uaddc\ubaa8\uc758 18\uac1c \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124 \ubc1c\ud45c\ub97c \ucd09\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \ubc30\ud130\ub9ac \uaddc\uc815\uc740 2027\ub144\uae4c\uc9c0 \ud0c4\uc18c \ubc1c\uc790\uad6d \uc2e0\uace0\ub97c \uc758\ubb34\ud654\ud558\uace0 2030\ub144\uae4c\uc9c0 \uae30\uc900\uce58\ub97c \uac15\ud654\ud558\uc5ec, \uc6b0\ubbf8\ucf54\uc5b4(Umicore)\uc758 Nysa \uacf5\uc7a5(\ud48d\ub825 \uc5d0\ub108\uc9c0 80% \uc0ac\uc6a9)\uacfc \uac19\uc774 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\uc640 \uc5f0\uacc4\ub41c \uc591\uadf9\uc7ac \uacf5\uc7a5\uc5d0 \uc720\ub9ac\ud569\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc2e0\uc5d0\ub108\uc9c0\ucc28 \uad6c\ub9e4\uc138 \uba74\uc81c\ub97c 2027\ub144\uae4c\uc9c0 \uc5f0\uc7a5\ud558\uc5ec \uc138\uacc4 \ucd5c\ub300 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc758 \uc218\uc694\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc758 24\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \ucca8\ub2e8 \uc140 \uc0dd\uc0b0 \uc5f0\uacc4 \uc778\uc13c\ud2f0\ube0c\ub294 \ub9b4\ub77c\uc774\uc5b8\uc2a4 \uc778\ub354\uc2a4\ud2b8\ub9ac(Reliance Industries)\uc640 \ub77c\uc81c\uc26c \uc5d1\uc2a4\ud3ec\ud2b8(Rajesh Exports)\ub97c \uc720\uce58\ud558\uc5ec \ub0a8\uc544\uc2dc\uc544\ub97c \uc0c8\ub85c\uc6b4 \uc591\uadf9\uc7ac \uc18c\ube44\uc758 \uc911\uc2ec\uc9c0\ub85c \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n3.  \uaddc\ubaa8\uc758 \ud559\uc2b5\uc744 \ud1b5\ud55c \ubc30\ud130\ub9ac \ud329 \ube44\uc6a9 \ud558\ub77d (CAGR\uc5d0 3.6% \uc601\ud5a5): 2024\ub144 \ub9ac\ud2ac\uc774\uc628 \ud329 \ud3c9\uade0 \uac00\uaca9\uc740 kWh\ub2f9 115\ub2ec\ub7ec\ub85c \ud558\ub77d\ud588\uc73c\uba70, \uc774\ub294 \uc140 BOM\uc758 \ucd5c\ub300 40%\ub97c \ucc28\uc9c0\ud558\ub294 \uc591\uadf9\uc7ac \ube44\uc6a9 \ud558\ub77d\uc5d0 \ubd80\ubd84\uc801\uc73c\ub85c \uae30\uc778\ud569\ub2c8\ub2e4. BASF\uc758 \ub3c5\uc77c 42,000\ud1a4\/\ub144 CAM \uacf5\uc7a5\uc740 \uc5f0\uc18d \uacf5\uce68\ubc95\uc744 \ud65c\uc6a9\ud558\uc5ec kg\ub2f9 \ube44\uc6a9\uc744 18% \uc808\uac10\ud569\ub2c8\ub2e4. \uc2a4\ubbf8\ud1a0\ubaa8 \uae08\uc18d\uad11\uc0b0(Sumitomo Metal Mining)\uc758 \uc804\uc6a9 \ub2c8\ucf08 \ud669\uc0b0\uc5fc \uc6b4\ubc18\uc120\uacfc \uac19\uc740 \ubb3c\ub958 \ud6a8\uc728\uc131\uc740 \uc6b4\uc1a1 \ube44\uc6a9\uc744 12% \uc808\uac10\ud558\uba70 \uc7a5\uae30 \uacc4\uc57d \uc785\ucc30\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. \uc720\ub7fd\uc5d0\uc11c 2027\ub144\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \uade0\ud615\uc810\uc5d0 \ub3c4\ub2ec\ud558\uba74, \ub300\uc911 \uc2dc\uc7a5 \ucc44\ud0dd\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \uc591\uadf9\uc7ac \ubb3c\ub7c9\uc774 \uc138 \ubc30\ub85c \uc99d\uac00\ud574\uc57c \ud569\ub2c8\ub2e4.<br \/>\n4.  \ubbf8\uad6d \ubc0f EU \uc591\uadf9\uc7ac \uacf5\uae09\ub9dd \ud604\uc9c0\ud654 (CAGR\uc5d0 2.9% \uc601\ud5a5): \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80\ub294 25\uac1c \ubc30\ud130\ub9ac \uc18c\uc7ac \ud504\ub85c\uc81d\ud2b8\uc5d0 35\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\uc6d0\ud588\uc73c\uba70, \uc5ec\uae30\uc5d0\ub294 \uc5b4\uc13c\ub4dc \uc5d8\ub9ac\uba3c\uce20(Ascend Elements)\uc758 \ucf04\ud130\ud0a4 \uc218\uc18c-\uc591\uadf9\uc7ac \uc7ac\ud65c\uc6a9 \ud5c8\ube0c\uc640 \ub808\ub4dc\uc6b0\ub4dc \uba38\ud2f0\ub9ac\uc5bc\uc988(Redwood Materials)\uc758 \ub124\ubc14\ub2e4 \ud3ec\uc77c \ub2e8\uc9c0\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc2a4\uc6e8\ub374 \ub178\uc2a4\ubcfc\ud2b8(Northvolt)\uc758 Ett \uacf5\uc7a5\uc740 \uc778\uc811\ud55c BASF \uc2dc\uc124\uc5d0\uc11c NMC \uc591\uadf9\uc7ac\uc758 60%\ub97c \uc870\ub2ec\ud558\uc5ec \ub9ac\ub4dc \ud0c0\uc784\uc744 12\uc8fc\uc5d0\uc11c 3\uc8fc\ub85c \ub2e8\ucd95\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc740 2030\ub144\uae4c\uc9c0 550GWh\uc758 \uc140 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, \uc774\ub294 \ud604\uc7ac \uc9c0\uc5ed \uc0dd\uc0b0\ub7c9\uc758 8\ubc30\uc5d0 \ub2ec\ud558\ub294 110\ub9cc \ud1a4\uc758 \uc591\uadf9\uc7ac \uc218\uc694\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4. \ud55c\uad6d\uc740 \uc591\uadf9\uc7ac\ub97c \uad6d\uac00 \uc804\ub7b5 \uae30\uc220\ub85c \ubd84\ub958\ud558\uc5ec \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5, \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0(POSCO FUTURE M)\uc774 \uad11\uc591\uc5d0 10\ub9cc \ud1a4\/\ub144 \uaddc\ubaa8\uc758 \uacf5\uc7a5 \uac74\uc124\uc744 \uc2b9\uc778\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4.<br \/>\n5.  \ub098\ud2b8\ub968\uc774\uc628 \ubc0f LMFP \uc0c1\uc6a9\ud654\ub85c \uc218\uc694 \ud655\ub300 (CAGR\uc5d0 2.4% \uc601\ud5a5): \ub098\ud2b8\ub968\uc774\uc628 \ubc0f LMFP \ud654\ud559\ubb3c\uc9c8\uc758 \uc0c1\uc6a9\ud654\ub294 \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc758 \uc7a0\uc7ac\uc801 \uae30\ubc18\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<\/p>\n<p>1.  \uc911\uad6d\uc5d0 \uc9d1\uc911\ub41c \uacf5\uae09\ub9dd (CAGR\uc5d0 -1.9% \uc601\ud5a5): 2024\ub144 \uc911\uad6d\uc740 \uc804 \uc138\uacc4 \uc218\uc0b0\ud654\ub9ac\ud2ac\uc758 78%\uc640 \ud669\uc0b0\ub9dd\uac04\uc758 93%\ub97c \uc815\uc81c\ud558\uc5ec, \uad6d\ub0b4 \uacf5\uae09\uc5c5\uccb4\uac00 \ud604\uc9c0 \uc218\uc694\ub97c \uc6b0\uc120\uc2dc\ud560 \uacbd\uc6b0 \uc11c\uad6c \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uacf5\uae09 \uc704\ud5d8\uc5d0 \ub178\ucd9c\ub429\ub2c8\ub2e4. \ud3ec\ub4dc(Ford)\ub294 2024\ub144 \ub9ac\ud2ac \ubd80\uc871 \uae30\uac04 \ub3d9\uc548 \uc911\uad6d \uc804\uad6c\uccb4 \ud30c\ud2b8\ub108\uac00 \uc120\uc801\uc744 \uc804\ud658\ud558\uba74\uc11c F-150 \ub77c\uc774\ud2b8\ub2dd \ud655\uc7a5\ud615 \ubaa8\ub378 \ucd9c\uc2dc\ub97c 4\uac1c\uc6d4 \uc5f0\uae30\ud588\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uad6d\ubc29\ubd80 \ud3c9\uac00\uc5d0 \ub530\ub974\uba74 \ub300\ub9cc \ud574\ud611 \ubd84\uc7c1\uc740 \uc591\uadf9\uc7ac \ud750\ub984\uc744 \ub9c9\uc744 \uc218 \uc788\uc73c\uba70, \ud3ed\uc2a4\ubc14\uac90(Volkswagen)\uc758 PowerCo\uc640 \uac19\uc740 \uc720\ub7fd \uae30\uc5c5\ub4e4\uc740 NMC \uc804\uad6c\uccb4\uc758 82%\ub97c \uc911\uad6d\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2\ub9cc \ud1a4\/\ub144 \uaddc\ubaa8\uc758 \uc804\uad6c\uccb4 \uacf5\uc7a5 \uac74\uc124\uc5d0\ub294 1\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc640 30\uac1c\uc6d4\uc774 \uc18c\uc694\ub418\uc5b4 \ub2e4\ubcc0\ud654\ub97c \ub2a6\ucda5\ub2c8\ub2e4. \uc704\uad6c\ub974 \uac15\uc81c\ub178\ub3d9 \ubc29\uc9c0\ubc95(UFLPA) \uc900\uc218\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc5d0\uac8c \ub2e4\ub2e8\uacc4 \uacf5\uae09\uc5c5\uccb4 \ucd94\uc801\uc744 \uc758\ubb34\ud654\ud558\uc5ec \ud589\uc815 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n2.  \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\uc758 kWh\ub2f9 \uc591\uadf9\uc7ac \uc9c8\ub7c9 \uac10\uc18c (CAGR\uc5d0 -1.4% \uc601\ud5a5): \ud000\ud140\uc2a4\ucf00\uc774\ud504(QuantumScape)\uc758 \uc138\ub77c\ubbf9 \uc804\ud574\uc9c8 \uc140\uc740 4.5V \uc791\ub3d9\uc744 \ud5c8\uc6a9\ud558\uba70 kWh\ub2f9 \uc591\uadf9\uc7ac \uc9c8\ub7c9\uc744 28% \uc904\uc5ec, \ucc44\ud0dd\uc774 \uac00\uc18d\ud654\ub420 \uacbd\uc6b0 \ubbf8\ub798 \ubb3c\ub7c9\uc744 \uc5b5\uc81c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud1a0\uc694\ud0c0(Toyota)\uc758 \ud504\ub85c\ud1a0\ud0c0\uc785\uc740 \uc624\ub298\ub0a0\uc758 2kg \uae30\uc900\uacfc \ube44\uad50\ud558\uc5ec kWh\ub2f9 1.4kg\uc758 \uc591\uadf9\uc7ac\ub9cc \uc0ac\uc6a9\ud558\uc5ec 1,200km\uc758 \uc8fc\ud589 \uac70\ub9ac\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\uac00\ub110\ub9ac \ucc44\ud0dd\ub420 \uacbd\uc6b0 \uc591\uadf9\uc7ac \uc218\uc694\ub97c \ud06c\uac8c \uac10\uc18c\uc2dc\ud0ac \uc7a0\uc7ac\ub825\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc591\uadf9\uc7ac\ub294 \ubc30\ud130\ub9ac\uc758 \uc5d0\ub108\uc9c0 \ubc00\ub3c4, \uc804\uc555, \ud6a8\uc728\uc131\uc5d0 \uacb0\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \ud575\uc2ec \uc18c\uc7ac\ub85c, \ub9ac\ud2ac \ucf54\ubc1c\ud2b8 \uc0b0\ud654\ubb3c(LCO), \ub9ac\ud2ac \uc778\uc0b0\ucca0(LFP), \ub2c8\ucf08-\ub9dd\uac04-\ucf54\ubc1c\ud2b8(NMC) \uc0b0\ud654\ubb3c \ub4f1\uc774 \ub300\ud45c\uc801\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc744 \uc7ac\ub8cc \uc720\ud615, \ubc30\ud130\ub9ac \uc720\ud615, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc7ac\ub8cc \uc720\ud615\ubcc4\ub85c\ub294 LFP, LCO, NMC, LMO, NCA, \uc774\uc0b0\ud654\ub0a9 \ubc0f \uae30\ud0c0 \uc7ac\ub8cc(\ub098\ud2b8\ub968 \uc778\uc0b0\ucca0 \ub4f1)\ub97c \ud3ec\ud568\ud558\uba70, \ubc30\ud130\ub9ac \uc720\ud615\ubcc4\ub85c\ub294 \ub9ac\ud2ac \uc774\uc628, \ub0a9\ucd95, \ub098\ud2b8\ub968 \uc774\uc628, \ud750\ub984 \ubc30\ud130\ub9ac\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\uc740 \uc790\ub3d9\ucc28, \uac00\uc804\uc81c\ud488, \uc804\ub3d9 \uacf5\uad6c, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \ubc0f \uae30\ud0c0 \uc0b0\uc5c5(\uc758\ub8cc \uae30\uae30, \ud56d\uacf5\uc6b0\uc8fc \ub4f1)\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\uc758 22\uac1c\uad6d\uc5d0 \uac78\uccd0 \ubb3c\ub7c9(\ud1a4) \uae30\uc900\uc73c\ub85c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778: \uc804\uae30\ucc28(EV) \uc0dd\uc0b0\ub7c9 \uae09\uc99d, \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ubc0f \ubc30\ucd9c \uaddc\uc81c \uac15\ud654, \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \ud1b5\ud55c \ubc30\ud130\ub9ac \ud329 \ube44\uc6a9 \ud558\ub77d, \ubbf8\uad6d \ubc0f EU \ub0b4 \uc591\uadf9\uc7ac \uacf5\uae09\ub9dd \ud604\uc9c0\ud654 \ub178\ub825, \ub098\ud2b8\ub968 \uc774\uc628 \ubc0f LMFP \uc0c1\uc6a9\ud654\uac00 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n\uc2dc\uc7a5 \uc81c\uc57d: \uc911\uad6d\uc5d0 \uc9d1\uc911\ub41c \uacf5\uae09\ub9dd, \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\uc758 \ub0ae\uc740 \uc591\uadf9\uc7ac \uc9c8\ub7c9\/kWh \uac00\ub2a5\uc131, \uace0\ub9dd\uac04(High-Mn) \ud654\ud559\uc758 \ubcf5\uc7a1\ud55c \uac00\uacf5 \ub09c\uad00 \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804 \uc138\uacc4 \uc591\uadf9\uc7ac \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 24.15%\uc758 \ub192\uc740 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud558\uc5ec, 2026\ub144 485\ub9cc \ud1a4\uc5d0\uc11c 2031\ub144\uc5d0\ub294 1,432\ub9cc \ud1a4\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \ub9ac\ud2ac \uc778\uc0b0\ucca0(LFP)\uc740 \ubaa8\ub4e0 \uc7ac\ub8cc \uc720\ud615 \uc911 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 24.97%\uc758 \uc131\uc7a5\ub960\ub85c \ubb3c\ub7c9 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n\uc9c0\uc5ed\ubcc4 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\ub3c4 \uc911\uc694\ud55c \ucd94\uc138\uc785\ub2c8\ub2e4. \ubbf8\uad6d Section 45X \ubc0f EU \ubc30\ud130\ub9ac \uaddc\uc81c \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc740 500GWh \uc774\uc0c1\uc758 \uc140 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd94\uac00\ud558\uba70, \uc774\ub294 \ubbf8\uad6d, \uce90\ub098\ub2e4, \uc2a4\uc6e8\ub374, \ud3f4\ub780\ub4dc \ub4f1\uc9c0\uc5d0 \uc0c8\ub85c\uc6b4 \uc591\uadf9\uc7ac \uacf5\uc7a5 \uc124\ub9bd\uc744 \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \uc0c1\uc704 5\uac1c \uc0dd\uc0b0\uc790\uac00 \uc804 \uc138\uacc4 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc57d 52%\ub97c \ucc28\uc9c0\ud558\uba70, \uc774\ub294 \uc911\uac04 \uc815\ub3c4\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub97c \ub098\ud0c0\ub0b4\uc5b4 \uc911\uacac \uae30\uc5c5 \ubc0f \uc7ac\ud65c\uc6a9 \uae30\ubc18 \uc2e0\uaddc \uc9c4\uc785\uc790\ub4e4\uc5d0\uac8c \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 BASF, Contemporary Amperex Technology Co., Limited (CATL), Ecopro BM, LG Chem, POSCO FUTURE M, Umicore \ub4f1\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc73c\uba70, \uc774\ub4e4\uc758 \uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5\uc801 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ub3d9\ud5a5 \ub4f1\uc774 \uc0c1\uc138\ud788 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \ud2b9\uc131\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8e8\uba70, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \uc81c\uacf5\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-50057","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\/50057"}],"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=50057"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/50057\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=50057"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=50057"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=50057"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}