{"id":50774,"date":"2026-02-22T10:23:25","date_gmt":"2026-02-22T10:23:25","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/hydrogen-generation-market-mordor\/"},"modified":"2026-09-25T13:46:12","modified_gmt":"2026-09-25T04:46:12","slug":"hydrogen-generation-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/hydrogen-generation-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc218\uc18c \uc0dd\uc0b0 \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\/hydrogen-generation-market-1751529695678-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\/hydrogen-generation-market-size-image-1770997593318.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 EU RFNBO \uc758\ubb34\ud654\ub85c \uadf8\ub9b0 \uc218\uc18c \uad6c\ub9e4 \uacc4\uc57d \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.2 IRA \ubc0f \ubbf8\uad6d 45V \uc870\uc138 \uacf5\uc81c\ub85c \uad6d\ub0b4 \uc804\ud574\uc870 \uad6c\ucd95 \ucd09\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc911\uad6d\uc758 \uc11d\ud0c4-\uc218\uc18c \ud63c\ud569 \uc815\ucc45\uc73c\ub85c \uadf8\ub808\uc774 \ubc0f \ube14\ub8e8 \ud504\ub85c\uc81d\ud2b8 \uc720\uc9c0<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc911\ub3d9 \uc554\ubaa8\ub2c8\uc544 \uc218\ucd9c \ud5c8\ube0c, GW\uae09 \uadf8\ub9b0 \uc218\uc18c \uc218\uc694 \ucc3d\ucd9c<\/li>\n<li class=\"toc-level-3\">4.2.5 \ubd81\uc720\ub7fd \ucca0\uac15\uc5c5\uccb4\uc758 HySustain \ud504\ub85c\uadf8\ub7a8<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc77c\ubcf8-\ud638\uc8fc \uc561\ud654 \uc218\uc18c \uacf5\uae09\ub9dd (HESC)<\/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 \uc720\ub7fd\uc5d0\uc11c GW\uae09 \uc804\uae30\ubd84\ud574\ub97c \uc704\ud55c 1\ub4f1\uae09 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 PPA \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.2 \ubbf8\uad6d \uac78\ud504\ub9cc \uc218\uc790\uc6d0 \uc2a4\ud2b8\ub808\uc2a4, PEM \ubc30\uce58\uc5d0 \uc81c\uc57d<\/li>\n<li class=\"toc-level-3\">4.3.3 \ud55c\uad6d \uae30\uc874 SMR \uc7a5\uce58\uc758 \ub192\uc740 CO\u2082 \ud3ec\uc9d1 \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.4 \uce74\ub9ac\ube0c\ud574 \uc12c \uc9c0\uc5ed\uc758 \uc81c\ud55c\uc801\uc778 \uc218\uc18c \ud30c\uc774\ud504\ub77c\uc778 \uaddc\uc815 \ubc0f \uc548\uc804 \ud5c8\uac00<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1\uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ucd9c\ucc98\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uadf8\ub808\uc774 \uc218\uc18c<\/li>\n<li class=\"toc-level-3\">5.1.2 \ube14\ub8e8 \uc218\uc18c<\/li>\n<li class=\"toc-level-3\">5.1.3 \uadf8\ub9b0 \uc218\uc18c<\/li>\n<li class=\"toc-level-3\">5.1.4 \ud130\ucf70\uc774\uc988 \uc218\uc18c<\/li>\n<li class=\"toc-level-3\">5.1.5 \ud551\ud06c \uc218\uc18c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc218\uc99d\uae30 \uba54\ud0c4 \uac1c\uc9c8 (SMR)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc11d\ud0c4 \uac00\uc2a4\ud654<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc790\uc5f4 \uac1c\uc9c8 (ATR)<\/li>\n<li class=\"toc-level-3\">5.2.4 \ubd80\ubd84 \uc0b0\ud654 (POX)<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc804\uae30\ubd84\ud574 (\uc54c\uce7c\ub77c\uc778 \uc804\uae30\ubd84\ud574, \uc591\uc131\uc790 \uad50\ud658\ub9c9 (PEM), \uace0\uccb4 \uc0b0\ud654\ubb3c \uc804\uae30\ubd84\ud574 (SOE))<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc801\uc6a9 \ubd84\uc57c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc11d\uc720 \uc815\uc81c<\/li>\n<li class=\"toc-level-3\">5.3.2 \ud654\ud559 \ucc98\ub9ac (\uc554\ubaa8\ub2c8\uc544, \uba54\ud0c4\uc62c)<\/li>\n<li class=\"toc-level-3\">5.3.3 \ucca0\uac15 (DRI, H\u2082-BF)<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc6b4\uc1a1 \uc5f0\ub8cc (FCEV, \ud574\uc591, \ud56d\uacf5)<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc804\ub825 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5<\/li>\n<li class=\"toc-level-3\">5.3.6 \uc8fc\uac70 \ubc0f \uc0c1\uc5c5\uc6a9 \ub09c\ubc29<\/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 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \ubd81\uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.2.6 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.4.2.7 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.8 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.4.3.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/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 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.4 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.5.5 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 (M&amp;A, \ud30c\ud2b8\ub108\uc2ed, PPA)<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d (\uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728)<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 \ub9b0\ub370 plc<\/li>\n<li class=\"toc-level-3\">6.4.2 \uc5d0\uc5b4\ub9ac\ud034\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.3 \uc5d0\uc5b4 \ud504\ub85c\ub355\uce20 &amp; \ucf00\ubbf8\uceec\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.4 \uc2dc\ub178\ud399<\/li>\n<li class=\"toc-level-3\">6.4.5 \uc5e5\uc9c0 SA<\/li>\n<li class=\"toc-level-3\">6.4.6 \ub12c ASA<\/li>\n<li class=\"toc-level-3\">6.4.7 \ucee4\ubbfc\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 ITM \ud30c\uc6cc plc<\/li>\n<li class=\"toc-level-3\">6.4.9 \ud50c\ub7ec\uadf8 \ud30c\uc6cc Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 \uc9c0\uba58\uc2a4 \uc5d0\ub108\uc9c0 AG<\/li>\n<li class=\"toc-level-3\">6.4.11 \ub9e5\ud30c\uc774 \uc5d0\ub108\uc9c0 SA<\/li>\n<li class=\"toc-level-3\">6.4.12 \ud4e8\uc5bc\uc140 \uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.13 \uc5d0\ub098\ud504\ud130 AG<\/li>\n<li class=\"toc-level-3\">6.4.14 \ube14\ub8f8 \uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.15 \ubc1c\ub77c\ub4dc \ud30c\uc6cc \uc2dc\uc2a4\ud15c\uc988<\/li>\n<li class=\"toc-level-3\">6.4.16 \uc874\uc2a8 \ub9e4\ud2f0 PLC<\/li>\n<li class=\"toc-level-3\">6.4.17 \uac00\uc640\uc0ac\ud0a4 \uc911\uacf5\uc5c5<\/li>\n<li class=\"toc-level-3\">6.4.18 \uba54\uc368 \uadf8\ub8f9 GmbH<\/li>\n<li class=\"toc-level-3\">6.4.19 \ud0c0\uc774\uc694 \ub2db\ud3f0 \uc0b0\uc18c Corp.<\/li>\n<li class=\"toc-level-3\">6.4.20 \ub450\uc0b0\ud4e8\uc5bc\uc140<\/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>\ub2e4\uc74c\uc740 \uc81c\uacf5\ub41c &#8216;\uc2dc\uc7a5 \uac1c\uc694&#8217; \ucf58\ud150\uce20\ub97c \ud55c\uad6d\uc5b4\ub85c \uc0c1\uc138\ud558\uac8c \uc694\uc57d\ud55c \ub0b4\uc6a9\uc785\ub2c8\ub2e4.<\/p>\n<p>&#8212;<\/p>\n<p>\uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5 \uaddc\ubaa8, \ub3d9\ud5a5 \ubc0f \uc804\ub9dd \ubcf4\uace0\uc11c (2031\ub144\uae4c\uc9c0)<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd<\/p>\n<p>\uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5\uc740 2025\ub144 1,854\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2026\ub144 1,928\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 2,340\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 3.95%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc800\ud0c4\uc18c \uc218\uc18c\uc5d0 \ub300\ud55c \uc815\ucc45 \uc9c0\uc6d0 \uc218\uc694\uac00 \ud654\uc11d \uc5f0\ub8cc \uae30\ubc18 \uacf5\uae09\uc744 \ub300\uccb4\ud558\uace0, \uc804\uae30\ubd84\ud574 \ubc0f \ud0c4\uc18c \ud3ec\uc9d1 \uac1c\uc870\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \uac00\uc18d\ud654\ud558\uba74\uc11c \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc5f0\ud569\uc758 \uc7ac\uc0dd \ubd88\uac00\ub2a5 \uc0dd\ubb3c \uae30\uc6d0 \uc5f0\ub8cc(RFNBO) \uaddc\uc815 \ubc0f \ubbf8\uad6d\uc758 45V \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c\uc640 \uac19\uc740 \uaddc\uc81c \uba54\ucee4\ub2c8\uc998\uc740 \uc790\ubc1c\uc801\uc778 \ud0c8\ud0c4\uc18c\ud654 \ub178\ub825\uc744 \uc758\ubb34\ud654\ud558\uc5ec \uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5\uc5d0 \uc608\uce21 \uac00\ub2a5\ud55c \uc218\uc775 \uae30\ubc18\uc744 \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uac00\uaca9 \ud558\ub77d\uacfc \uc804\uae30\ubd84\ud574 \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \uaddc\ubaa8 \ud655\ub300\ub85c \uae30\uc220 \ube44\uc6a9\uc774 \uc7ac\uc124\uc815\ub418\uace0 \uc788\uc73c\uba70, \ud0c4\uc18c \uac00\uaca9 \uc81c\ub3c4\ub294 \uadf8\ub808\uc774 \uc218\uc18c\uc640 \uccad\uc815 \uc218\uc18c \uac04\uc758 \ube44\uc6a9 \uaca9\ucc28\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \ucca0\uac15, \uc554\ubaa8\ub2c8\uc544, \uba54\ud0c4\uc62c\uc744 \ud3ec\ud568\ud55c \uc0b0\uc5c5 \ubd80\ubb38\uc740 \uc7a5\uae30 \uad6c\ub9e4 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uc5ec \uae30\uac00\uc640\ud2b8(GW) \uaddc\ubaa8 \ud504\ub85c\uc81d\ud2b8\uc758 \uc704\ud5d8\uc744 \uc904\uc774\uace0, \uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5\uc744 \uae30\uc874\uc758 \uc815\uc720 \uc0b0\uc5c5 \uc911\uc2ec\uc5d0\uc11c \ub2e4\uac01\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud575\uc2ec \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc6d0\ub8cc\ubcc4: 2025\ub144 \uae30\uc900 \uadf8\ub808\uc774 \uc218\uc18c\uac00 \uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 97.21%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc774\uc5c8\uc73c\ub098, \uadf8\ub9b0 \uc218\uc18c\ub294 2031\ub144\uae4c\uc9c0 32.6%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220\ubcc4: 2025\ub144 \uae30\uc900 \uc2a4\ud300 \uba54\ud0c4 \uac1c\uc9c8(SMR)\uc774 \ub9e4\ucd9c\uc758 61.15%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \uc804\uae30\ubd84\ud574\ub294 2031\ub144\uae4c\uc9c0 9.8%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc751\uc6a9 \ubd84\uc57c\ubcc4: 2025\ub144 \uae30\uc900 \ud654\ud559 \uacf5\uc815\uc774 \uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 49.62%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc6b4\uc1a1 \uc5f0\ub8cc \ubd80\ubb38\uc774 2031\ub144\uae4c\uc9c0 19.2%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2025\ub144 \uae30\uc900 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 54.08%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc720\ub7fd\uc740 \uad6c\uc18d\ub825 \uc788\ub294 RFNBO \uc758\ubb34\ud654\uc5d0 \ud798\uc785\uc5b4 \uac00\uc7a5 \uacf5\uaca9\uc801\uc778 \uaddc\ubaa8 \ud655\ub300 \uada4\uc801\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   EU RFNBO \uc758\ubb34\ud654\ub85c \uadf8\ub9b0 \uc218\uc18c \uad6c\ub9e4 \uacc4\uc57d \uac00\uc18d\ud654 (+0.8% CAGR \uc601\ud5a5): RFNBO \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uc815\uc720 \uacf5\uc7a5, \ud654\ud559 \uacf5\uc7a5, \uc81c\ucca0\uc18c\uc5d0 \uac80\uc99d\ub41c \uc7ac\uc0dd \uc218\uc18c \uc870\ub2ec\uc744 \uc758\ubb34\ud654\ud558\uc5ec, \uadf8\ub9b0 \uc218\uc18c\ub97c \uaddc\uc81c \uc900\uc218 \uc0c1\ud488\uc73c\ub85c \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucd08\uae30 7\uc5b5 2\ucc9c\ub9cc \uc720\ub85c \uaddc\ubaa8\uc758 \uacbd\ub9e4\ub294 \ud654\uc11d \uc5f0\ub8cc \uae30\ubc18 \uacf5\uae09\uacfc \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uae30\ubc18 \uacf5\uae09 \uac04\uc758 \ube44\uc6a9 \uaca9\ucc28\ub97c \uc904\uc5ec \uae30\uac00\uc640\ud2b8(GW) \uaddc\ubaa8\uc758 \uc804\uae30\ubd84\ud574 \uc124\ube44\uc5d0 \ub300\ud55c \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815\uc744 \uac00\ub2a5\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4. EWE\uc640 \uac19\uc740 \uc720\ud2f8\ub9ac\ud2f0 \uae30\uc5c5\uc740 \uc721\uc0c1 \ud48d\ub825 \ubc1c\uc804 \ub2e8\uc9c0\uc640 \uc5f0\uacb0\ub41c 280MW \uaddc\ubaa8\uc758 \uc804\uae30\ubd84\ud574 \uc124\ube44\ub97c 2027\ub144 \uac00\ub3d9 \ubaa9\ud45c\ub85c \uc124\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   IRA \ubc0f \ubbf8\uad6d 45V \uc138\uc561 \uacf5\uc81c\ub85c \uad6d\ub0b4 \uc804\uae30\ubd84\ud574 \uc124\ube44 \uad6c\ucd95 \ucd09\uc9c4 (+0.6% CAGR \uc601\ud5a5): 2025\ub144 1\uc6d4 \ud655\uc815\ub41c \ubbf8\uad6d\uc758 45V \uc870\ud56d\uc740 \uc774\uc0b0\ud654\ud0c4\uc18c \ubc30\ucd9c\ub7c9 4kg CO\u2082-e\/kg \ubbf8\ub9cc\uc73c\ub85c \uc0dd\uc0b0\ub41c \uc218\uc18c\uc5d0 \ub300\ud574 kg\ub2f9 \ucd5c\ub300 3\ub2ec\ub7ec\uc758 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uc5ec, \ub9ce\uc740 \ubbf8\uad6d \ud504\ub85c\uc81d\ud2b8\uc758 \uc218\uc775\uc131\uc744 \uc989\uc2dc \uac1c\uc120\ud588\uc2b5\ub2c8\ub2e4. \ub12c(Nel ASA)\uc740 \ubbf8\uc2dc\uc2dc\ud53c \uc804\uae30\ubd84\ud574 \uacf5\uc7a5 \ud655\uc7a5\uc744 \uc704\ud55c \uc5f0\ubc29 \uc790\uae08\uc744 \ud655\ubcf4\ud588\uc73c\uba70, \ud50c\ub7ec\uadf8 \ud30c\uc6cc(Plug Power)\ub294 \ud638\uc8fc \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544 \ud504\ub85c\uc81d\ud2b8\ub97c \uc704\ud574 3GW \uaddc\ubaa8\uc758 \uc7a5\ube44 \uc8fc\ubb38\uc744 \uc218\uc8fc\ud558\ub294 \ub4f1 \ubbf8\uad6d \uc815\ucc45\uc774 \uae00\ub85c\ubc8c \uc81c\uc870 \uaddc\ubaa8\ub97c \uacac\uc778\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d\uc758 \uc11d\ud0c4-\uc218\uc18c \ud63c\ud569 \uc815\ucc45\uc73c\ub85c \uadf8\ub808\uc774 \ubc0f \ube14\ub8e8 \ud504\ub85c\uc81d\ud2b8 \uc720\uc9c0 (+0.4% CAGR \uc601\ud5a5): \uc911\uad6d\uc758 \uc774\uc911 \uc804\ub7b5\uc740 \uae30\uc874 \uc11d\ud0c4 \uac00\uc2a4\ud654 \uc124\ube44\uc758 \uc6b4\uc601\uc744 \ud5c8\uc6a9\ud558\uba74\uc11c \ub300\uaddc\ubaa8 \uc804\uae30\ubd84\ud574\ub97c \ud655\ub300\ud558\uc5ec \ucca0\uac15 \ubc0f \ud654\ud559 \uc0b0\uc5c5\uc5d0 \uc548\uc815\uc801\uc778 \uacf5\uae09\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \ub0b4\ubabd\uace8\uc740 2025\ub144\uae4c\uc9c0 48\ub9cc \ud1a4\/\ub144\uc758 \uadf8\ub9b0 \uc218\uc18c \uc0dd\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, \uad11\ub300\ud55c \ud48d\ub825-\ud0dc\uc591\uad11 \uae30\uc9c0\ub97c \uc804\uc6a9 \uc218\uc18c \ubc31\ubcf8\uc5d0 \uc5f0\uacb0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \uc554\ubaa8\ub2c8\uc544 \uc218\ucd9c \ud5c8\ube0c \uc870\uc131\uc73c\ub85c GW \uaddc\ubaa8 \uadf8\ub9b0 \uc218\uc18c \uc218\uc694 \ucc3d\ucd9c (+0.5% CAGR \uc601\ud5a5): \uac78\ud504 \uad6d\uac00\ub4e4\uc740 \uc800\ube44\uc6a9 \ud0dc\uc591\uad11 \ubc0f \ud48d\ub825\uc744 \ud65c\uc6a9\ud558\uc5ec \uc218\uc18c-\uc554\ubaa8\ub2c8\uc544 \ud1b5\ud569 \ub2e8\uc9c0\ub97c \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 \ub124\uc634(NEOM) \ud50c\ub79c\ud2b8\ub294 80%\uc758 \uacf5\uc815\ub960\uc744 \ubcf4\uc774\uba70 2027\ub144\ubd80\ud130 \uc5f0\uac04 120\ub9cc \ud1a4\uc758 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544\ub97c \ucd9c\ud558\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \uc624\ub9cc\uc740 \ub3c4\ud30c\ub974(Dhofar) \uc9c0\uc5ed\uc758 \ub450 \uadf8\ub9b0 \uc218\uc18c \ud504\ub85c\uc81d\ud2b8\uc5d0 110\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc73c\uba70, \uc57c\ub77c(Yara)\ub294 2027\ub144\ubd80\ud130 \uc5f0\uac04 10\ub9cc \ud1a4\uc758 \uc554\ubaa8\ub2c8\uc544 \uad6c\ub9e4 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\uc720\ub7fd \ucca0\uac15\uc5c5\uccb4\uc758 HySustain \ud504\ub85c\uadf8\ub7a8 \ubc0f \uc77c\ubcf8-\ud638\uc8fc \uc561\ud654 \uc218\uc18c \uacf5\uae09\ub9dd(HESC) (+0.3%, +0.2% CAGR \uc601\ud5a5): \uc774\ub4e4 \ud504\ub85c\uadf8\ub7a8 \ubc0f \uacf5\uae09\ub9dd \uad6c\ucd95 \ub178\ub825 \ub610\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \uc720\ub7fd\uc5d0\uc11c GW \uaddc\ubaa8 \uc804\uae30\ubd84\ud574\ub97c \uc704\ud55c 1\ub4f1\uae09 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uad6c\ub9e4 \uacc4\uc57d(PPA) \ubd80\uc871 (-0.4% CAGR \uc601\ud5a5): \uc720\ub7fd\uc758 130GW \uaddc\ubaa8 \uc804\uae30\ubd84\ud574 \ud30c\uc774\ud504\ub77c\uc778 \uc911 \uc18c\uc218\ub9cc\uc774 \uacbd\uc7c1\ub825 \uc788\ub294 \uac00\uaca9\uc73c\ub85c \uc7a5\uae30 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 PPA\ub97c \ud655\ubcf4\ud558\uc9c0 \ubabb\ud574 \uc790\uae08 \uc870\ub2ec\uc5d0 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub370\uc774\ud130 \uc13c\ud130, \uc804\uae30\ucc28 \ucda9\uc804 \ub124\ud2b8\uc6cc\ud06c, \uc804\ud1b5 \uc0b0\uc5c5\uc774 \ub3d9\uc77c\ud55c \uc778\uc99d \uc804\ub825\uc744 \ucd94\uad6c\ud558\uba74\uc11c \uc218\uc18c \ud504\ub85c\uc81d\ud2b8 \ub9c8\uc9c4\uc774 \uac10\uc18c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d \uac78\ud504\ub9cc \uc9c0\uc5ed\uc758 \ubb3c \ubd80\uc871\uc73c\ub85c PEM \ubc30\uce58 \uc81c\uc57d (-0.3% CAGR \uc601\ud5a5): \uc591\uc131\uc790 \uad50\ud658\ub9c9(PEM) \uc804\uae30\ubd84\ud574 \uc7a5\uce58\ub294 \uc218\uc18c 1kg\ub2f9 52\ub9ac\ud130\uc758 \ud0c8\uc774\uc628\uc218\ub97c \ud544\uc694\ub85c \ud558\ub294\ub370, \uac00\ubb44\uc5d0 \ucde8\uc57d\ud55c \ud14d\uc0ac\uc2a4-\ub8e8\uc774\uc9c0\uc560\ub098 \ud574\uc548\uc5d0\uc11c\ub294 \ud070 \ubd80\ub2f4\uc785\ub2c8\ub2e4. \uacf5\uaca9\uc801\uc778 \uc218\uc18c \uc0dd\uc0b0 \uc99d\uac00\ub294 2050\ub144\uae4c\uc9c0 \uc9c0\uc5ed \ub2f4\uc218 \uc790\uc6d0\uc758 \ucd5c\ub300 7%\ub97c \uc18c\ube44\ud560 \uc218 \uc788\ub2e4\ub294 \uc5f0\uad6c \uacb0\uacfc\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud55c\uad6d\uc758 \uae30\uc874 SMR \uc124\ube44\uc5d0 \ub300\ud55c \ub192\uc740 \uc774\uc0b0\ud654\ud0c4\uc18c \ud3ec\uc9d1 \ube44\uc6a9 (-0.2% CAGR \uc601\ud5a5): \uc774\ub294 \ub3d9\ubd81\uc544\uc2dc\uc544 \uc9c0\uc5ed\uc5d0\ub3c4 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\ub294 \uc81c\uc57d \uc694\uc778\uc785\ub2c8\ub2e4.<br \/>\n*   \uce74\ub9ac\ube0c\ud574 \uc12c \uc9c0\uc5ed\uc758 \uc81c\ud55c\uc801\uc778 \uc218\uc18c \ud30c\uc774\ud504\ub77c\uc778 \uaddc\uc815 \ubc0f \uc548\uc804 \ud5c8\uac00 (-0.1% CAGR \uc601\ud5a5): \uc774 \uc9c0\uc5ed\uc758 \uc218\uc18c \uc778\ud504\ub77c \ud655\uc7a5\uc5d0 \uc911\uae30\uc801\uc778 \uc81c\uc57d\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubd80\ubb38\ubcc4 \ubd84\uc11d<\/p>\n<p>\uc6d0\ub8cc\ubcc4: \uadf8\ub808\uc774 \uc218\uc18c\uc758 \ubfcc\ub9ac, \uadf8\ub9b0 \uc218\uc18c\uc758 \uc0c8\uc2f9<br \/>\n2025\ub144 \uc804 \uc138\uacc4 \uc218\uc694\uc758 97.21%\ub97c \ucc28\uc9c0\ud55c \uadf8\ub808\uc774 \uc218\uc18c\ub294 \uc2a4\ud300 \uba54\ud0c4 \uac1c\uc9c8 \ubc0f \uc11d\ud0c4 \uac00\uc2a4\ud654\uc5d0 \ub300\ud55c \uc5ed\uc0ac\uc801 \uc758\uc874\ub3c4\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc804\uae30\ubd84\ud574 \ubc29\uc2dd\uc758 \uacf5\uae09\uc740 2031\ub144\uae4c\uc9c0 32.6%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uae09\uc99d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae09\uc99d\uc740 \uaddc\uc81c \uc900\uc218 \uace0\uac1d\uc774 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc804\uc6a9 \uacc4\uc57d \ud480\uc744 \ud615\uc131\ud558\uba74\uc11c \uc870\ub2ec \ud328\ud134\uc744 \ubcc0\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub9b0 \uc218\uc18c \uc2dc\uc7a5\uc740 \uc815\ucc45 \uc778\uc13c\ud2f0\ube0c\uac00 \ub192\uc740 \uc720\ub7fd\uacfc \ubd81\ubbf8\uc5d0\uc11c \uac00\uc7a5 \ud06c\uac8c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ube14\ub8e8 \uc218\uc18c\ub294 \ud2b9\ud788 \uac00\uc2a4 \uc790\uc6d0\uc774 \ud48d\ubd80\ud55c \uc9c0\uc5ed\uc5d0\uc11c \uc774\uc0b0\ud654\ud0c4\uc18c \uc800\uc7a5\uc744 \uc704\ud574 \uace0\uac08\ub41c \uc800\uc218\uc9c0\ub97c \ud65c\uc6a9\ud560 \uc218 \uc788\uc5b4 \uacfc\ub3c4\uae30\uc801 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uace0\uccb4 \ud0c4\uc18c \ubd80\uc0b0\ubb3c\uc744 \uc0dd\uc0b0\ud558\ub294 \ud130\ucffc\uc774\uc988 \uc218\uc18c\ub294 \ubca4\ucc98 \uc790\uae08\uc744 \uc720\uce58\ud558\uace0 \uc788\uc9c0\ub9cc \uc544\uc9c1 \uc0c1\uc5c5\ud654 \uc804 \ub2e8\uacc4\uc774\uba70, \ud551\ud06c \uc218\uc18c\ub294 \ub192\uc740 \uc6d0\uc790\ub825 \ubc1c\uc804 \uc6a9\ub7c9\uc744 \uac00\uc9c4 \uad6d\uac00\uc5d0\uc11c \uac04\ud5d0\uc131 \uc704\ud5d8 \uc5c6\uc774 \uae30\uc800\ubd80\ud558 \ud0c8\ud0c4\uc18c\ud654 \uc635\uc158\uc744 \uc81c\uacf5\ud558\uba70 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220\ubcc4: \uc804\uae30\ubd84\ud574\uc758 \uaddc\ubaa8 \ud655\uc7a5, SMR\uc758 \uc9c0\uc18d<br \/>\n\uc2a4\ud300 \uba54\ud0c4 \uac1c\uc9c8(SMR)\uc740 \uc218\uc2ed \ub144\uac04\uc758 \uc6b4\uc601 \uacbd\ud5d8\uacfc \ud1b5\ud569\ub41c \ucc9c\uc5f0\uac00\uc2a4 \ubb3c\ub958\ub97c \uae30\ubc18\uc73c\ub85c 2025\ub144 \uc124\uce58 \uc6a9\ub7c9\uc758 61.15%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc54c\uce7c\ub77c\uc778 \ubc0f \uc591\uc131\uc790 \uad50\ud658\ub9c9(PEM) \uc804\uae30\ubd84\ud574 \uc7a5\uce58\ub294 \uc2a4\ud0dd \ube44\uc6a9 \ud558\ub77d\uacfc \uae30\ub85d\uc801\uc778 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uad6c\ucd95\uc5d0 \ud798\uc785\uc5b4 9.8%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd, \uc911\uad6d, \ubd81\ubbf8\uc758 \uae30\uac00\ud329\ud1a0\ub9ac \ud22c\uc790\ub294 \ud45c\uc900\ud654\ub41c \ud50c\ub79c\ud2b8 \uc124\uacc4\uc640 \uc790\ub3d9\ud654\ub41c \uc2a4\ud0dd \uc870\ub9bd\uc744 \ud1b5\ud574 \ube44\uc6a9\uc744 \uae09\uaca9\ud788 \uc808\uac10\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud3d0\uc5f4 \ud750\ub984\uc774 \ud48d\ubd80\ud55c \uacf3\uc5d0\uc11c\ub294 90% \uc774\uc0c1\uc758 \uc804\uae30 \ud6a8\uc728\uc744 \uc81c\uacf5\ud558\ub294 \uace0\uccb4 \uc0b0\ud654\ubb3c \uc804\uae30\ubd84\ud574(SOEC)\uac00 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ubcf8 \uc2dc\uc7a5\uc774 Scope 1 \ubc30\ucd9c\ub7c9\uc5d0 \ub530\ub77c \uae30\uc5c5\uc744 \ucc28\ubcc4\ud654\ud568\uc5d0 \ub530\ub77c, \uae30\uc220 \uc120\ud0dd\uc740 \uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc774\uc0ac\ud68c \uc218\uc900\uc758 \uacb0\uc815\uc774 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc751\uc6a9 \ubd84\uc57c\ubcc4: \uc0b0\uc5c5\uc758 \uae30\ubc18, \ubaa8\ube4c\ub9ac\ud2f0\uc758 \ucd94\uc9c4\ub825<br \/>\n\ud654\ud559 \uacf5\uc815\uc740 2025\ub144 \uc804 \uc138\uacc4 \uc2dc\uc7a5\uc758 49.62%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc554\ubaa8\ub2c8\uc544, \uba54\ud0c4\uc62c, \uc815\uc720 \uc0b0\uc5c5\uc774 \uae30\uc800\ubd80\ud558 \uad6c\ub9e4\uc790\ub85c \ub0a8\uc544\uc788\uc5b4 \uc774 \uc810\uc720\uc728\uc740 \uc720\uc9c0\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uc6b4\uc1a1 \uc5f0\ub8cc \ubd80\ubb38\uc740 \uc0c1\uc5c5\uc6a9 \uc5f0\ub8cc\uc804\uc9c0 \ud2b8\ub7ed, \uc5f0\uc548 \ud654\ubb3c\uc120, \ud569\uc131 \ud56d\uacf5 \uc5f0\ub8cc(SAF) \uc2dc\ubc94 \uc0ac\uc5c5\uc5d0 \ud798\uc785\uc5b4 19.2%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc18c \uae30\ubc18 \uc9c1\uc811 \ud658\uc6d0\ucca0(DRI)\uc740 \uc2dc\ubc94 \ub2e8\uacc4\uc5d0\uc11c \ucd08\uae30 \uc0c1\uc5c5 \ub2e8\uacc4\ub85c \uc804\ud658\ub418\uc5b4 \ucca0\uac15 \ubd80\ubb38\uc744 \uace0\uac1d\uc73c\ub85c \ub04c\uc5b4\ub4e4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacc4\ud1b5 \uaddc\ubaa8 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ubc0f \ud53c\ud06c \uc804\ub825 \ud130\ube48\uc740 \uc218\uc18c\uc758 \uac00\uce58 \uc81c\uc548\uc744 \ubd84\uc790 \ud310\ub9e4\ub97c \ub118\uc5b4 \ud655\uc7a5\ud558\uc5ec \uacc4\uc808\uc801 \uade0\ud615 \uc790\uc0b0\uc744 \ucc3e\ub294 \uc720\ud2f8\ub9ac\ud2f0 \uae30\uc5c5\uc744 \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub2e4\uac01\ud654\ub41c \uc218\uc694 \ud504\ub85c\ud30c\uc77c\uc740 \ud2b9\uc815 \ubd80\ubb38\uc758 \uacbd\uae30 \uce68\uccb4\uc5d0 \ub300\ud55c \ubc29\uc5b4\ub9c9 \uc5ed\ud560\uc744 \ud558\uc5ec \uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5\uc758 \ud68c\ubcf5\ub825\uc744 \ub192\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uc911\uad6d\uc758 \uad11\ubc94\uc704\ud55c \uc11d\ud0c4 \uac00\uc2a4\ud654 \uc124\ube44\uc640 \uac00\uc18d\ud654\ub41c \uc804\uae30\ubd84\ud574 \ucc44\ud0dd\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 54.08%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc774\uc911 \uc804\ub7b5\uc740 \uae30\uc874 \uadf8\ub808\uc774 \uc218\uc18c \uc0dd\uc0b0\uc744 \uc720\uc9c0\ud558\uba74\uc11c \ub0b4\ubabd\uace8\uacfc \ud574\uc548 \uc0b0\uc5c5 \uc9c0\ub300 \uac04\uc758 \uc138\uacc4 \ucd5c\ub300 \uc804\uc6a9 \uc218\uc18c \ud30c\uc774\ud504\ub77c\uc778\uc744 \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc758 \uad6d\uac00 \uadf8\ub9b0 \uc218\uc18c \ubbf8\uc158\uc740 \uc804\uae30\ubd84\ud574 \uc2a4\ud0dd\uc5d0 \ub300\ud55c \uc2e4\ud589 \uac00\ub2a5\uc131 \uaca9\ucc28 \uc790\uae08 \uc9c0\uc6d0 \ubc0f \uc218\uc785 \uad00\uc138 \uba74\uc81c\uc5d0 \ud798\uc785\uc5b4 \ub2e4\uc74c \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc2dc\uc7a5 \uaddc\ubaa8 \uba74\uc5d0\uc11c\ub294 2\uc704\uc774\uc9c0\ub9cc, \uc815\ucc45 \uac15\ub3c4 \uba74\uc5d0\uc11c\ub294 1\uc704\uc785\ub2c8\ub2e4. RFNBO \ud560\ub2f9\ub7c9, 240\uc5b5 \uc720\ub85c \uaddc\ubaa8\uc758 \ub3c5\uc77c \uc218\uc18c \ubc31\ubcf8 \ud30c\uc774\ud504\ub77c\uc778, HYBRIT\uacfc \uac19\uc740 \uc218\uc18c \uae30\ubc18 \ucca0\uac15 \ubca4\ucc98\ub294 \uc774 \uc9c0\uc5ed\uc744 \ub300\uaddc\ubaa8 \uccad\uc815 \uc218\uc18c \ucc44\ud0dd\uc73c\ub85c \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud504\ub85c\uc81d\ud2b8 \ubcd1\ubaa9 \ud604\uc0c1\uc740 \uc8fc\ub85c \uc800\ube44\uc6a9 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 PPA \ubd80\uc871\uc5d0\uc11c \ube44\ub86f\ub418\uc9c0\ub9cc, \uac00\uc18d\ud654\ub41c \ud574\uc0c1 \ud48d\ub825 \uacbd\ub9e4 \uc77c\uc815\uc740 \ucd94\uac00 \uc6a9\ub7c9\uc744 \ud655\ubcf4\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 45V \uc778\uc13c\ud2f0\ube0c, \ud48d\ubd80\ud55c \ud48d\ub825-\ud0dc\uc591\uad11 \uc790\uc6d0, \uac78\ud504\ub9cc \ubc0f \uc911\uc11c\ubd80 \uc9c0\uc5ed\uc758 \uae30\uc874 \uc0b0\uc5c5 \ud074\ub7ec\uc2a4\ud130\ub85c\ubd80\ud130 \uc774\uc810\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce90\ub098\ub2e4\uc758 \ud0c4\uc18c \uac00\uaca9 \uc815\ucc45\uacfc \uc218\ub825 \ubc1c\uc804\uc774 \ud48d\ubd80\ud55c \uc8fc\ub4e4\uc740 \uc544\uc2dc\uc544 \ubc0f \uc720\ub7fd\uc744 \ub300\uc0c1\uc73c\ub85c \ud558\ub294 \uc218\ucd9c \ub4f1\uae09 \uccad\uc815 \uc554\ubaa8\ub2c8\uc544 \ud504\ub85c\uc81d\ud2b8\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9: \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, \uc624\ub9cc, \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8\uc5d0\uc11c \uacbd\uc7c1\ub825 \uc788\ub294 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\ub97c \ud65c\uc6a9\ud558\uc5ec \uae30\uc874 \ud0f1\ucee4 \ub178\uc120\uc744 \ub530\ub77c \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544\ub97c \uc6b4\uc1a1\ud558\ub294 GW \uaddc\ubaa8\uc758 \ud1b5\ud569 \ud5c8\ube0c\ub97c \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\ud504\ub9ac\uce74: \ucd08\uae30 \ud30c\uc774\ud504\ub77c\uc778\uc740 \uc138\uacc4\uc801 \uc218\uc900\uc758 \ud0dc\uc591\uad11 \uc790\uc6d0, \ud1a0\uc9c0 \uac00\uc6a9\uc131, EU\uc640\uc758 \uadfc\uc811\uc131\uc774 \uacb0\ud569\ub41c \ub098\ubbf8\ube44\uc544\uc640 \ubaa8\ub9ac\ud0c0\ub2c8\uc5d0 \uc9d1\uc911\ub418\uc5b4 \ucd08\uae30 \uc790\ubcf8\uc744 \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5\uc740 \ud30c\ud3b8\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc5d0\uc5b4\ub9ac\ud034\ub4dc(Air Liquide), \ub9b0\ub370(Linde), \uc5d0\uc5b4 \ud504\ub85c\ub355\uce20(Air Products)\uc640 \uac19\uc740 \uae30\uc874 \uc0b0\uc5c5\uc6a9 \uac00\uc2a4 \ub300\uae30\uc5c5\ub4e4\uc740 \uad11\ubc94\uc704\ud55c \uace0\uac1d \uae30\ubc18\uc744 \uc720\uc9c0\ud558\uba70 \ub300\ubd80\ubd84\uc758 \uadf8\ub808\uc774 \uc218\uc18c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uc6b4\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4\uc740 \ucd5c\uc885 \uc0ac\uc6a9\uc790\uc758 \ubc30\ucd9c \ubaa9\ud45c \uac15\ud654\uc5d0 \ubc1c\ub9de\ucdb0 \uc2dc\uc7a5 \uad00\ub828\uc131\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \ube14\ub8e8 \uc218\uc18c \uac1c\uc870 \ubc0f \ud604\uc7a5 \uc804\uae30\ubd84\ud574\uc5d0 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub12c(Nel ASA), ITM \ud30c\uc6cc(ITM Power), \ud50c\ub7ec\uadf8 \ud30c\uc6cc(Plug Power), \ub9e5\ud53c(McPhy)\uc640 \uac19\uc740 \uc804\ubb38 \uc804\uae30\ubd84\ud574 \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uae30\uac00\ud329\ud1a0\ub9ac \uaddc\ubaa8\ub97c \ud655\uc7a5\ud558\uc5ec \uc2a4\ud0dd \ube44\uc6a9\uc744 kW\ub2f9 250\ub2ec\ub7ec \uc218\uc900\uc73c\ub85c \ub0ae\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uba58\uc2a4 \uc5d0\ub108\uc9c0(Siemens Energy)\uac00 EWE\uc5d0 280MW \uc2dc\uc2a4\ud15c\uc744 \uacf5\uae09\ud55c \uc0ac\ub840\uc5d0\uc11c \ubcfc \uc218 \uc788\ub4ef\uc774, \ud1b5\ud569 \ud130\ube48-\uc804\uae30\ubd84\ud574 \uc81c\ud488\uc758 \uc774\uc810\uc774 \ubd80\uac01\ub418\uace0 \uc788\uc73c\uba70, \ucee4\ubbfc\uc2a4(Cummins)\ub294 GAIL \uc778\ub514\uc544\uc640 \ud611\ub825\ud558\uc5ec \ub0a8\uc544\uc2dc\uc544\uc5d0\uc11c \uc7a5\ube44 \ud604\uc9c0\ud654\ub97c \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc11d\uc720 \ubc0f \uac00\uc2a4 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ud68c\uc0ac\ub4e4\uc740 EPC(\uc124\uacc4, \uc870\ub2ec, \uac74\uc124) \uae30\uc220\uc744 \uc218\uc18c-\uc554\ubaa8\ub2c8\uc544 \ud1b5\ud569 \ub2e8\uc9c0 \uc124\uacc4\uc5d0 \uc7ac\ud65c\uc6a9\ud558\uba70 \uc2dc\uc7a5\uc5d0 \uc9c4\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uac1c\ubc1c\uc5c5\uccb4\ub4e4\uc740 \ud48d\ub825-\ud0dc\uc591\uad11 \ubc1c\uc804\uacfc \uc218\uc18c \ubc0f \ud30c\uc0dd \uc0c1\ud488 \uc0dd\uc0b0\uc744 \ud1b5\ud569\ud558\uc5ec \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \uac00\uce58\ub97c \ud3ec\ucc29\ud558\ub294 \uc218\uc9c1 \ud1b5\ud569\uc744 \ucd94\uad6c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba54\ud0c4 \uc5f4\ubd84\ud574 \ubc0f \ubc14\uc774\uc624\ub9e4\uc2a4 \uac00\uc2a4\ud654 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ub178\ub9ac\ub294 \ucd08\uae30 \ub2e8\uacc4\uc758 \ud601\uc2e0 \uae30\uc5c5\ub4e4\ub3c4 \uc788\uc9c0\ub9cc, \uc544\uc9c1 \uaddc\ubaa8\ub97c \uac16\ucd94\uc9c0\ub294 \ubabb\ud588\uc2b5\ub2c8\ub2e4. \uae30\uc874 \uae30\uc5c5\ub4e4\uc774 \ud559\uc2b5 \uace1\uc120\uc744 \ub2e8\ucd95\ud558\uace0 \uc9c0\uc801 \uc7ac\uc0b0\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uc2a4\ud0dd \uae30\uc220 \uc81c\uacf5\uc5c5\uccb4\ub97c \uc778\uc218\ud558\ub294 \ub4f1 \ud1b5\ud569 \uc6c0\uc9c1\uc784\uc774 \ub098\ud0c0\ub098\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5 \ub0b4 \uac00\uce58 \uc0ac\uc2ac \uacbd\uacc4\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\ub09c 12\uac1c\uc6d4\uac04\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\uc740 \uacbd\uc7c1 \uac15\ub3c4\ub97c \uc798 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ub9e5\ud53c\ub294 \ud504\ub791\uc2a4 \ubca8\ud3ec\ub974\uc5d0 \ud504\ub791\uc2a4 \ucd5c\ucd08\uc758 \uc804\uae30\ubd84\ud574 \uae30\uac00\ud329\ud1a0\ub9ac\ub97c \uac1c\uc124\ud558\uc5ec \uc720\ub7fd\uc758 \ub2e4\uc911 \uba54\uac00\uc640\ud2b8(MW) \uc785\ucc30\uc5d0 \ub300\ube44\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud50c\ub7ec\uadf8 \ud30c\uc6cc\ub294 Allied Green Ammonia\uc640 3GW \uaddc\ubaa8\uc758 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\ub294\ub370, \uc774\ub294 \uae30\ub85d\uc0c1 \uac00\uc7a5 \ud070 \ub2e8\uc77c \uc8fc\ubb38 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4. \ub9b0\ub370\uc758 \ub2e4\uc6b0(Dow) Path2Zero \ud504\ub85c\uc81d\ud2b8\ub97c \uc704\ud55c 20\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uce90\ub098\ub2e4 \ubcf5\ud569 \ub2e8\uc9c0\ub294 \ud654\ud559 \uc0b0\uc5c5\uc5d0\uc11c \uc790\uccb4 \uc800\ud0c4\uc18c \ubd84\uc790\uc758 \uc5ed\ud560\uc774 \ucee4\uc9c0\uace0 \uc788\uc74c\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubc1c\uc804\uc740 \uaddc\ubaa8, \uc815\ucc45 \uc77c\uce58, \uc7ac\ubb34 \uac74\uc804\uc131\uc774 \uc2dc\uc7a5 \ub9ac\ub354\uc640 \ud6c4\ubc1c \uc8fc\uc790\ub97c \uad6c\ubd84\ud558\ub294 \uc694\uc18c\uc784\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec \uae30\uc5c5:<br \/>\n\ub9b0\ub370(Linde plc), \uc5d0\uc5b4\ub9ac\ud034\ub4dc(Air Liquide), \uc5d0\uc5b4 \ud504\ub85c\ub355\uce20 &#038; \ucf00\ubbf8\uceec\uc2a4(Air Products &#038; Chemicals), \uc2dc\ub178\ud399(Sinopec), \ub12c(Nel ASA) \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 2\uc6d4: \ucee4\ubbfc\uc2a4(Cummins Inc.)\ub294 \uc778\ub3c4\uc5d0\uc11c \uadf8\ub9b0 \uc218\uc18c \uc0dd\uc0b0\uc744 \uac15\ud654\ud558\uae30 \uc704\ud574 GAIL (India) Limited\uc640 \ud611\ub825\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud611\ub825\uc740 GAIL\uc758 \uad11\ubc94\uc704\ud55c \ucc9c\uc5f0\uac00\uc2a4 \uc778\ud504\ub77c\uc640 \ucee4\ubbfc\uc2a4\uc758 \uc81c\ub85c \ubc30\ucd9c \uc804\ub2f4 \ubd80\uc11c\uc778 Accelera by Cummins\uc758 \uc804\ubb38\uc131\uc744 \ud65c\uc6a9\ud558\uc5ec \uc218\uc18c \uc0dd\uc0b0, \ud63c\ud569, \uc6b4\uc1a1 \ubc0f \uc800\uc7a5\uc758 \ub2e4\uc591\ud55c \uce21\uba74\uc744 \ud0d0\uad6c\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: \ubbf8\uad6d \uc7ac\ubb34\ubd80\ub294 45V \uccad\uc815 \uc218\uc18c \uc0dd\uc0b0 \uc138\uc561 \uacf5\uc81c\uc5d0 \ub300\ud55c \uaddc\uc815\uc744 \ub9c8\ubb34\ub9ac\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uaddc\uc815\uc740 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(Inflation Reduction Act)\uc5d0\uc11c \ube44\ub86f\ub418\uc5c8\uc73c\uba70, \uc0dd\uc0b0\uc790\uac00 \uccad\uc815 \uc218\uc18c \uc0dd\uc0b0\uc5d0 \ub300\ud55c \uc138\uc561 \uacf5\uc81c\ub97c \ubc1b\uae30 \uc704\ud574 \ucda9\uc871\ud574\uc57c \ud558\ub294 \uae30\uc900\uc744 \uba85\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: \uc720\ub7fd\uc5f0\ud569\uc740 \uc720\ub7fd \uc218\uc18c \uc740\ud589(European Hydrogen Bank) \uc774\ub2c8\uc154\ud2f0\ube0c\uc758 \uc77c\ud658\uc73c\ub85c \uc7ac\uc0dd \uc218\uc18c\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 12\uc5b5 \uc720\ub85c \uaddc\ubaa8\uc758 \uacbd\ub9e4\ub97c \uac1c\ucd5c\ud588\uc2b5\ub2c8\ub2e4. \ud601\uc2e0 \uae30\uae08(Innovation Fund, IF24)\uc758 \uc790\uae08 \uc9c0\uc6d0\uc744 \ubc1b\ub294 \uc774 \uacbd\ub9e4\ub294 \uc720\ub7fd \uacbd\uc81c \uc9c0\uc5ed \uc804\ubc18\uc5d0 \uac78\uccd0 \uc7ac\uc0dd \uc218\uc18c \uc0dd\uc0b0\uc744 \uac15\ud654\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   2024\ub144 4\uc6d4: \uc624\ub9cc\uc740 \ub3c4\ud30c\ub974(Dhofar) \uc8fc\uc5d0\uc11c \ucd1d 110\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub450 \uac00\uc9c0 \uadf8\ub9b0 \uc218\uc18c \ud504\ub85c\uc81d\ud2b8\ub97c \uc2b9\uc778\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \ub450 \uac1c\uc758 \ucee8\uc18c\uc2dc\uc5c4\uc774 \uc8fc\ub3c4\ud569\ub2c8\ub2e4. \ud558\ub098\ub294 EDF Renewables, J-POWER, YamnaCo\uac00 \uc774\ub04c\uace0, \ub2e4\ub978 \ud558\ub098\ub294 Actis\uc640 Fortescue\uac00 \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>&#8212;\uc774\ub7ec\ud55c \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uccad\uc815 \uc218\uc18c \uc0dd\uc0b0 \ubc0f \ud65c\uc6a9\uc5d0 \ub300\ud55c \uad00\uc2ec\uacfc \ud22c\uc790\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uac01\uad6d \uc815\ubd80\uc640 \uae30\uc5c5\ub4e4\uc740 \uae30\ud6c4 \ubcc0\ud654 \ubaa9\ud45c \ub2ec\uc131\uacfc \uc5d0\ub108\uc9c0 \uc548\ubcf4 \uac15\ud654\ub97c \uc704\ud574 \uc218\uc18c \uacbd\uc81c \uad6c\ucd95\uc5d0 \ubc15\ucc28\ub97c \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uae30\ubc18\uc758 \uadf8\ub9b0 \uc218\uc18c\ub294 \ud0c4\uc18c \ubc30\ucd9c\uc744 \uc904\uc774\ub294 \ud575\uc2ec\uc801\uc778 \ub300\uc548\uc73c\ub85c \uc8fc\ubaa9\ubc1b\uc73c\uba70, \uad00\ub828 \uae30\uc220 \uac1c\ubc1c\uacfc \uc778\ud504\ub77c \uad6c\ucd95\uc774 \ud65c\ubc1c\ud788 \uc9c4\ud589\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc55e\uc73c\ub85c\ub3c4 \uc218\uc18c \uc0b0\uc5c5\uc740 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uacfc \ud601\uc2e0\uc744 \ud1b5\ud574 \uae00\ub85c\ubc8c \uc5d0\ub108\uc9c0 \uc804\ud658\uc758 \uc911\uc694\ud55c \ucd95\uc774 \ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc218\uc18c \uc0dd\uc0b0\uc740 \uc218\uc18c \ud568\uc720 \ud654\ud569\ubb3c \ub610\ub294 \uc6d0\ub8cc\ub85c\ubd80\ud130 \uc218\uc18c \uac00\uc2a4\ub97c \uc0dd\uc0b0\ud558\ub294 \uacfc\uc815\uc744 \uc758\ubbf8\ud558\uba70, \ub2e4\uc591\ud55c \uc7a5\uc810\uacfc \ub2e8\uc810\uc744 \uac00\uc9c4 \uc5ec\ub7ec \uc0dd\uc0b0 \ubc29\uc2dd\uc774 \uc874\uc7ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\uae00\ub85c\ubc8c \uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5\uc740 2026\ub144 1,928\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 3.95% \uc131\uc7a5\ud558\uc5ec 2,340\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud604\uc7ac\ub294 \uadf8\ub808\uc774 \uc218\uc18c\uac00 \uc9c0\ubc30\uc801\uc774\uc9c0\ub9cc, \uadf8\ub9b0 \uc218\uc18c\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 32.6%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \ub2e4\ub978 \ubaa8\ub4e0 \uc0dd\uc0b0 \ubc29\uc2dd\uc744 \ub2a5\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \u25b2EU\uc758 RFNBO(\uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uae30\ubc18 \ube44\uc0dd\ubb3c\ud559\uc801 \uc5f0\ub8cc) \uc758\ubb34\ud654 \uc815\ucc45\uc774 \uadf8\ub9b0 \uc218\uc18c \uad6c\ub9e4 \uacc4\uc57d\uc744 \uac00\uc18d\ud654\ud558\uace0, \u25b2\ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ubc0f \uc139\uc158 45V \uc138\uc561 \uacf5\uc81c\uac00 \uad6d\ub0b4 \uc804\ud574\uc870 \uad6c\ucd95\uc744 \ucd09\uc9c4\ud558\uba70, \u25b2\uc911\uad6d\uc758 \uc11d\ud0c4-\uc218\uc18c \ud63c\ud569 \uc815\ucc45\uc774 \uadf8\ub808\uc774 \ubc0f \ube14\ub8e8 \uc218\uc18c \ud504\ub85c\uc81d\ud2b8\ub97c \uc9c0\uc18d \uac00\ub2a5\ud558\uac8c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \u25b2\uc911\ub3d9\uc758 \uc554\ubaa8\ub2c8\uc544 \uc218\ucd9c \ud5c8\ube0c\ub294 GW\uae09 \uadf8\ub9b0 \uc218\uc18c \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uba70, \u25b2\ubd81\uc720\ub7fd \ucca0\uac15\uc5c5\uccb4\uc758 HySustain \ud504\ub85c\uadf8\ub7a8\uacfc \u25b2\uc77c\ubcf8-\ud638\uc8fc \uc561\ud654 \uc218\uc18c \uacf5\uae09\ub9dd(HESC) \uad6c\ucd95\ub3c4 \uc911\uc694\ud55c \ub3d9\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \u25b2\uc720\ub7fd \ub0b4 GW\uae09 \uc804\ud574\uc870\ub97c \uc704\ud55c 1\ub4f1\uae09 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 PPA(\uc804\ub825\uad6c\ub9e4\uacc4\uc57d) \ubd80\uc871, \u25b2\ubbf8\uad6d \uac78\ud504\ub9cc \uc9c0\uc5ed\uc758 \ubb3c \ubd80\uc871\uc73c\ub85c \uc778\ud55c PEM(\uc591\uc131\uc790 \uad50\ud658\ub9c9) \uc804\ud574\uc870 \ubc30\uce58 \uc81c\uc57d, \u25b2\ud55c\uad6d \uae30\uc874 SMR(\uc218\uc99d\uae30 \uba54\ud0c4 \uac1c\uc9c8) \uc124\ube44\uc758 \ub192\uc740 CO\u2082 \ud3ec\uc9d1 \ube44\uc6a9, \u25b2\uce74\ub9ac\ube0c\ud574 \uc12c \uc9c0\uc5ed\uc758 \uc81c\ud55c\uc801\uc778 \uc218\uc18c \ud30c\uc774\ud504\ub77c\uc778 \uaddc\uc815 \ubc0f \uc548\uc804 \ud5c8\uac00 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d:<br \/>\n*   \uc0dd\uc0b0\uc6d0\ubcc4: \uadf8\ub808\uc774, \ube14\ub8e8, \uadf8\ub9b0, \ud130\ucf70\uc774\uc988, \ud551\ud06c \uc218\uc18c\ub85c \uad6c\ubd84\ub418\uba70, \ud2b9\ud788 \uadf8\ub9b0 \uc218\uc18c\uc758 \ud3ed\ubc1c\uc801\uc778 \uc131\uc7a5\uc774 \uc8fc\ubaa9\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220\ubcc4: \uc218\uc99d\uae30 \uba54\ud0c4 \uac1c\uc9c8(SMR), \uc11d\ud0c4 \uac00\uc2a4\ud654, \uc790\uc5f4 \uac1c\uc9c8(ATR), \ubd80\ubd84 \uc0b0\ud654(POX) \ubc0f \uc54c\uce7c\ub77c\uc778, PEM, SOE(\uace0\uccb4 \uc0b0\ud654\ubb3c) \uc804\ud574\uc870\ub97c \ud3ec\ud568\ud55c \ub2e4\uc591\ud55c \uc804\ud574 \uae30\uc220\uc774 \ubd84\uc11d\ub429\ub2c8\ub2e4.<br \/>\n*   \uc801\uc6a9 \ubd84\uc57c\ubcc4: \uc11d\uc720 \uc815\uc81c, \ud654\ud559 \ucc98\ub9ac(\uc554\ubaa8\ub2c8\uc544, \uba54\ud0c4\uc62c), \ucca0\uac15(DRI, H\u2082-BF), \uc6b4\uc1a1 \uc5f0\ub8cc(FCEV, \ud574\uc591, \ud56d\uacf5), \uc804\ub825 \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5, \uc8fc\uac70 \ubc0f \uc0c1\uc5c5\uc6a9 \ub09c\ubc29 \ub4f1\uc73c\ub85c \ub098\ub258\uba70, \uc6b4\uc1a1 \uc5f0\ub8cc \ubd80\ubb38\uc774 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 19.2% \uc131\uc7a5\ud558\uba70 \uac00\uc7a5 \ube60\ub974\uac8c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc5f0\ub8cc\uc804\uc9c0 \ud2b8\ub7ed, \ud574\uc0c1 \uc120\ubc15, \uc9c0\uc18d \uac00\ub2a5\ud55c \ud56d\uacf5 \uc5f0\ub8cc \ud504\ub85c\uc81d\ud2b8\uc758 \uc0c1\uc5c5\uc801 \uaddc\ubaa8 \ub3c4\ub2ec\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 54.08%\ub97c \ucc28\uc9c0\ud558\uba70 \uc218\uc694\ub97c \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc911\uad6d\uc758 \ub300\uaddc\ubaa8 \uc0b0\uc5c5 \uae30\ubc18\uacfc \ud655\uc7a5\ub418\ub294 \uadf8\ub9b0 \uc218\uc18c \uc778\ud504\ub77c\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\ub3c4 \uc0c1\uc138\ud788 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uc2dc\uc7a5\uc740 Air Liquide, Linde, Air Products, Sinopec, Engie SA, Nel ASA, Cummins Inc., ITM Power plc, Plug Power Inc., Siemens Energy AG \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub4e4\uc740 \uae30\uc874 \uc790\uc0b0 \uae30\ubc18\uacfc \ud568\uaed8 \uacf5\uaca9\uc801\uc778 \uccad\uc815 \uc218\uc18c \ud22c\uc790\ub97c \ubcd1\ud589\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784(M&#038;A, \ud30c\ud2b8\ub108\uc2ed), \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc8fc\uc694 \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860 \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc218\uc18c \uc0dd\uc0b0 \uc2dc\uc7a5\uc758 \ud604\uc7ac\uc640 \ubbf8\ub798\ub97c \uc870\ub9dd\ud558\uba70, \uc815\ucc45\uc801 \uc9c0\uc6d0\uacfc \uae30\uc220 \ubc1c\uc804\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc758 \ud575\uc2ec \ub3d9\ub825\uc784\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \ud2b9\ud788 \uadf8\ub9b0 \uc218\uc18c\uc640 \uc6b4\uc1a1 \uc5f0\ub8cc \ubd80\ubb38\uc758 \uae09\uaca9\ud55c \uc131\uc7a5\uc740 \ud5a5\ud6c4 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uae30\ud68c \uc601\uc5ed\uc73c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-50774","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\/50774"}],"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=50774"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/50774\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=50774"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=50774"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=50774"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}