{"id":51334,"date":"2026-02-22T16:13:43","date_gmt":"2026-02-22T16:13:43","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/needle-coke-market-mordor\/"},"modified":"2026-09-25T13:09:03","modified_gmt":"2026-09-25T04:09:03","slug":"needle-coke-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/needle-coke-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub2c8\ub4e4 \ucf54\ud06c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/needle-coke-market-1771245696801-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\/needle-coke-market-size-image-1771245698583.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 EAF \uac15\ucca0 \uc0dd\uc0b0 \ub2a5\ub825 \ud30c\uc774\ud504\ub77c\uc778 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ud655\uc7a5\ub418\ub294 EV \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uae30\uac00\ud329\ud1a0\ub9ac<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc911\uad6d \ubc0f \uc720\ub7fd \uc5f0\ud569\uc758 \uace0\ucca0 \uc758\ubb34\ud654<\/li>\n<li class=\"toc-level-3\">4.2.4 \ucd08\uc800\uc720\ud669 \ub370\uce78\ud2b8 \uc624\uc77c\uc744 \uc0dd\uc0b0\ud558\ub294 \uc815\uc720 \uacf5\uc7a5 \uc5c5\uadf8\ub808\uc774\ub4dc<\/li>\n<li class=\"toc-level-3\">4.2.5 \uac00\uc18d\ud654\ub41c \uc74c\uadf9\uc7ac \ub4f1\uae09 \ud751\uc5f0 \uc7ac\ud65c\uc6a9 \ud2b9\ud5c8<\/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 \uc9c0\uc5f0 \ucf54\ud0b9 \uacf5\uc815\uc758 \uc9c1\uc5c5 \ubc0f \ud658\uacbd \uc704\ud5d8<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc6d0\ub8cc \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \ubc14\uc774\uc624 \uae30\ubc18 \uacbd\uc9c8 \ud0c4\uc18c \uc74c\uadf9\uc758 \ucd9c\ud604<\/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<li class=\"toc-level-2\">4.6 \uac00\uaca9 \uac1c\uc694<\/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 \uc81c\ud488 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc11d\uc720 \uae30\ubc18 \ub2c8\ub4e4 \ucf54\ud06c\uc2a4<\/li>\n<li class=\"toc-level-3\">5.1.2 \ucf5c\ud0c0\ub974 \ud53c\uce58 \uae30\ubc18 \ub2c8\ub4e4 \ucf54\ud06c\uc2a4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc6a9\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ud751\uc5f0 \uc804\uadf9<\/li>\n<li class=\"toc-level-3\">5.2.2 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.2.3 \uae30\ud0c0 \uc6a9\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.3.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.3.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.3.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.3.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.3.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.3.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.5 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.6 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.3.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.3.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.3.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.3.5.2 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.5.3 \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 China Baowu Steel Group Corp., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.2 China National Petroleum Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 ENEOS Corporation<\/li>\n<li class=\"toc-level-3\">6.4.4 GrafTech International<\/li>\n<li class=\"toc-level-3\">6.4.5 Indian Oil Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 Mitsubishi Chemical Group Corporation<\/li>\n<li class=\"toc-level-3\">6.4.7 Nippon Steel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.8 PetroChina<\/li>\n<li class=\"toc-level-3\">6.4.9 Phillips 66 Company<\/li>\n<li class=\"toc-level-3\">6.4.10 POSCO Future M<\/li>\n<li class=\"toc-level-3\">6.4.11 Shandong Yida New Materials Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 Shanxi Hongte Coal Chemical Co Ltd<\/li>\n<li class=\"toc-level-3\">6.4.13 Sinopec<\/li>\n<li class=\"toc-level-3\">6.4.14 Tokai Carbon Co., Ltd<\/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>\ub2c8\ub4e4 \ucf54\ud06c \uc2dc\uc7a5 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p># 1. \ubcf4\uace0\uc11c \uac1c\uc694 \ubc0f \uc2dc\uc7a5 \ud604\ud669<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub2c8\ub4e4 \ucf54\ud06c \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728 \ubc0f \uc131\uc7a5 \ub3d9\ud5a5\uc744 \ubd84\uc11d\ud558\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub2c8\ub4e4 \ucf54\ud06c \uc2dc\uc7a5\uc740 \uc81c\ud488 \uc720\ud615(\uc11d\uc720 \uae30\ubc18 \ub2c8\ub4e4 \ucf54\ud06c, \ucf5c\ud0c0\ub974 \ud53c\uce58 \uae30\ubc18 \ub2c8\ub4e4 \ucf54\ud06c), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ud751\uc5f0 \uc804\uadf9, \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac, \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158), \uadf8\ub9ac\uace0 \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\ub418\uc5b4 \uc788\uc73c\uba70, \uc2dc\uc7a5 \uc608\uce21\uc740 \ubb3c\ub7c9(\ubbf8\ud130\ud1a4) \uae30\uc900\uc73c\ub85c \uc81c\uc2dc\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubaa8\ub974\ub3c4\ub974 \uc778\ud154\ub9ac\uc804\uc2a4(Mordor Intelligence)\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \ub2c8\ub4e4 \ucf54\ud06c \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2025\ub144 258\ub9cc \ubbf8\ud130\ud1a4\uc5d0\uc11c 2026\ub144 297\ub9cc \ubbf8\ud130\ud1a4\uc73c\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2031\ub144\uc5d0\ub294 600\ub9cc \ubbf8\ud130\ud1a4\uc5d0 \ub3c4\ub2ec\ud558\uc5ec 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 15.11%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c \uc804\uae30\ub85c(EAF) \uc81c\uac15 \ub2a5\ub825\uc758 \uad6c\uc870\uc801 \ud655\uc7a5\uacfc \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \ud655\uc7a5\uc5d0 \uc758\ud574 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ucd08\uc800\uc720\ud669 \ub514\uce94\ud2b8 \uc624\uc77c\uc744 \uc0dd\uc0b0\ud558\ub294 \uc815\uc720 \uacf5\uc7a5 \uc5c5\uadf8\ub808\uc774\ub4dc\ub294 \uc11d\uc720 \uae30\ubc18 \ub2c8\ub4e4 \ucf54\ud06c\uc758 \ud488\uc9c8\uacfc \uacf5\uae09 \uc77c\uad00\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uacfc \uc720\ub7fd \uc5f0\ud569\uc758 \uace0\ucca0 \uc0ac\uc6a9 \uc758\ubb34\ud654\ub294 \uc804\uadf9 \uc18c\ube44\uc758 \uc548\uc815\uc801\uc778 \uae30\ubc18\uc744 \uc81c\uacf5\ud558\uba70, \uc218\uc9c1 \ud1b5\ud569 \uc0dd\uc0b0\uc790\ub4e4\uc740 \uc790\uccb4 \uc9c0\uc5f0 \ucf54\ud0b9 \uc790\uc0b0\uc744 \ud65c\uc6a9\ud558\uc5ec \uc6d0\ub8cc \ube44\uc6a9\uc744 \uc548\uc815\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc218\uce58 (2026-2031):<br \/>\n*   \uc5f0\uad6c \uae30\uac04: 2021\ub144 &#8211; 2031\ub144<br \/>\n*   \uc2dc\uc7a5 \ubb3c\ub7c9 (2026\ub144): 297\ub9cc \ubbf8\ud130\ud1a4<br \/>\n*   \uc2dc\uc7a5 \ubb3c\ub7c9 (2031\ub144): 600\ub9cc \ubbf8\ud130\ud1a4<br \/>\n*   \uc131\uc7a5\ub960 (2026-2031\ub144): 15.11% (CAGR)<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<\/p>\n<p># 2. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc81c\ud488 \uc720\ud615\ubcc4: \uc11d\uc720 \uae30\ubc18 \ub2c8\ub4e4 \ucf54\ud06c\ub294 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 85.23%\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 16.18%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ud751\uc5f0 \uc804\uadf9\uc740 2025\ub144 \uc218\uc694\uc758 63.45%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5ec\uc804\ud788 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc, \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ubd80\ubb38\uc774 22.38%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5 \uada4\ub3c4\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \ubb3c\ub7c9\uc758 87.88%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 15.56%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p># 3. \uae00\ub85c\ubc8c \ub2c8\ub4e4 \ucf54\ud06c \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p> 3.1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778 (Drivers)<\/p>\n<p>*   EAF(\uc804\uae30\ub85c) \uc81c\uac15 \ub2a5\ub825 \ud30c\uc774\ud504\ub77c\uc778 \uc99d\uac00 (+4.2% CAGR \uc601\ud5a5): \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ucd1d 3\uc5b5 3,700\ub9cc \ubbf8\ud130\ud1a4\uc5d0 \ub2ec\ud558\ub294 EAF \ud504\ub85c\uc81d\ud2b8\ub294 \ubc1c\ud45c\ub41c \uc804\uccb4 \uc81c\uac15 \ub2a5\ub825 \uc99d\uc124\uc758 \uac70\uc758 \uc808\ubc18\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. 100\ub9cc \ubbf8\ud130\ud1a4\uc758 \uc0c8\ub85c\uc6b4 EAF \ub2a5\ub825\uc740 \uc57d 1,360 \ubbf8\ud130\ud1a4\uc758 \ucd08\uace0\uc804\ub825 \ud751\uc5f0 \uc804\uadf9\uc744 \uc18c\ube44\ud558\uba70, \uc774\ub294 \uc57d 183,000 \ubbf8\ud130\ud1a4\uc758 \ucd94\uac00\uc801\uc778 \ub2c8\ub4e4 \ucf54\ud06c \uc6d0\ub8cc \uc218\uc694\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4. EAF \uacf5\uc7a5\uc740 \ube60\ub978 \uac00\ub3d9, \ub0ae\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4, \ud604\uc800\ud788 \ub0ae\uc740 \uc9c1\uc811 \ubc30\ucd9c\ub7c9\uc73c\ub85c \uc778\ud574 \uc120\ud638\ub418\ub294 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uba70, \uc5c4\uaca9\ud55c \ud68c\ubd84 \ubc0f \uc720\ud669 \uc81c\ud55c\uc744 \ucda9\uc871\ud558\ub294 \uc11d\uc720 \uae30\ubc18 \ub4f1\uae09\uc5d0 \ub300\ud55c \uc7a5\uae30\uc801\uc778 \uc218\uc694\ub97c \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \uc804\uae30\ucc28(EV) \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \uae00\ub85c\ubc8c \ud655\uc7a5 (+5.8% CAGR \uc601\ud5a5): 2025\ub144 \uc804\uae30\ucc28 \ud310\ub9e4\ub7c9\uc740 2,700\ub9cc \ub300\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uac01 \ucc28\ub7c9\uc5d0\ub294 50-80kg\uc758 \uc778\uc870 \ud751\uc5f0 \uc74c\uadf9\uc7ac\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uc804 \uc138\uacc4 \uc11d\uc720 \ucf54\ud06c \uc0dd\uc0b0\ub7c9\uc758 3\ubd84\uc758 1\ub9cc\uc774 \ubc30\ud130\ub9ac \ub4f1\uae09 \uc21c\ub3c4 \uae30\uc900\uc744 \ucda9\uc871\ud558\uba70, \ud55c\uad6d\uc758 \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0\uc740 3\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud504\ub85c\uadf8\ub7a8\uc744 \ud1b5\ud574 \uc74c\uadf9\uc7ac \uc0dd\uc0b0 \ub2a5\ub825\uc744 4\ubc30\ub85c \ub298\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uad6d\uc9c0\uc801\uc778 \ud751\uc5f0 \uacf5\uae09 \uacfc\uc789\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ub2c8\ub4e4 \ucf54\ud06c \uc2dc\uc7a5\uc758 \uae34\ucd95\uc744 \uc9c0\uc18d\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d \ubc0f \uc720\ub7fd \uc5f0\ud569\uc758 \uace0\ucca0 \uc0ac\uc6a9 \uc758\ubb34\ud654 (+2.1% CAGR \uc601\ud5a5): \uc911\uad6d\uc758 2025\ub144 \uace0\ucca0 \uc0ac\uc6a9 \ubaa9\ud45c 30%\ub294 8,800\ub9cc \ubbf8\ud130\ud1a4\uc758 \ucd94\uac00\uc801\uc778 \uace0\ucca0 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uc5ec EAF \ud65c\uc6a9\ub960\uacfc \uc804\uadf9 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. EU\uc758 \uc720\uc0ac\ud55c \uc870\uce58\ub294 2030\ub144\uae4c\uc9c0 70%\uc758 \ucca0\uac15 \uc7ac\ud65c\uc6a9\ub960\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, \uc804\uccb4 \uc870\uac15 \uc0dd\uc0b0\ub7c9\uc774 \uc815\uccb4\ub418\ub354\ub77c\ub3c4 \uc804\uadf9 \uc218\uc694\ub97c \ubcf4\uc7a5\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uc758 \uc911\uad6d\uc0b0 \uc804\uadf9\uc5d0 \ub300\ud55c 95.2%\uc758 \ubc18\ub364\ud551 \uad00\uc138\ub294 \uc9c0\uc5ed \uacf5\uae09\uc744 \ub354\uc6b1 \uae34\ucd95\uc2dc\ud0a4\uace0 \uad6d\ub0b4 \uc0dd\uc0b0 \uace0\uc21c\ub3c4 \ub2c8\ub4e4 \ucf54\ud06c\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ud655\uace0\ud788 \ud569\ub2c8\ub2e4.<br \/>\n*   \ucd08\uc800\uc720\ud669 \ub514\uce94\ud2b8 \uc624\uc77c \uc0dd\uc0b0\uc744 \uc704\ud55c \uc815\uc720 \uacf5\uc7a5 \uc5c5\uadf8\ub808\uc774\ub4dc (+1.9% CAGR \uc601\ud5a5): \ubbf8\uad6d\uacfc \uc601\uad6d\uc758 \uc815\uc720 \uacf5\uc7a5\uc5d0\uc11c \uc9c0\uc5f0 \ucf54\ud0b9 \uac1c\uc870\ub97c \ud1b5\ud574 \uc720\ud669 \ud568\ub7c9 0.5% \uc774\ud558, \ud68c\ubd84 \ud568\ub7c9 0.3% \uc774\ud558\uc758 \uc74c\uadf9\uc7ac \ub4f1\uae09 \uadf8\ub9b0 \ucf54\ud06c \uc0dd\uc0b0\ub7c9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud544\ub9bd\uc2a4 66(Phillips 66)\uc758 \ud5d8\ubc84(Humber) \uc815\uc720 \uacf5\uc7a5\uc740 \uc5f0\uac04 130\ub9cc \ub300\uc758 \uc804\uae30\ucc28\uc5d0 \ud544\uc694\ud55c \ubc30\ud130\ub9ac \ub4f1\uae09 \ub2c8\ub4e4 \ucf54\ud06c\ub97c \uacf5\uae09\ud560 \uc218 \uc788\uc73c\uba70, 2025\ub144 9\uc6d4 \uc5e1\uc2e4\ub860 \uc5b4\ub4dc\ubc34\uc2a4\ub4dc \uba38\ud2f0\ub9ac\uc5bc\uc988(Epsilon Advanced Materials)\uc640\uc758 \uacc4\uc57d\uc744 \ud1b5\ud574 \ub178\uc2a4\uce90\ub864\ub77c\uc774\ub098\uc5d0 30,000 tpa \uaddc\ubaa8\uc758 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uacf5\uc7a5 \uc6d0\ub8cc\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc74c\uadf9\uc7ac \ub4f1\uae09 \ud751\uc5f0 \uc7ac\ud65c\uc6a9 \ud2b9\ud5c8 \uac00\uc18d\ud654 (+1.1% CAGR \uc601\ud5a5): \uc21c\ud658 \uacbd\uc81c \uc758\ubb34\ud654(EU, \ubd81\ubbf8)\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uba70, \uc911\uad6d\uc5d0\uc11c\ub294 \ud30c\uc77c\ub7ff \uaddc\ubaa8\ub85c \uc9c4\ud589\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc7a5\uae30\uc801\uc778 \uc2dc\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p> 3.2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \uc9c0\uc5f0 \ucf54\ud0b9 \uacf5\uc815\uc758 \uc9c1\uc5c5 \ubc0f \ud658\uacbd \uc704\ud5d8 (-1.8% CAGR \uc601\ud5a5): \ubbf8\uad6d \ud658\uacbd\ubcf4\ud638\uccad(EPA)\uc758 \ubca4\uc820 \ud1b5\uc81c \uaddc\uc815\uc740 \ub2e8\uc704\ub2f9 8\ucc9c\ub9cc~1\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc758 \uac1c\uc870 \ube44\uc6a9\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 \ub9ce\uc740 \uc18c\uaddc\ubaa8 \uc815\uc720\uc0ac\ub4e4\uc774 \uac10\ub2f9\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. 2021\ub144 \uc774\ud6c4 \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c \uc57d 180\ub9cc \ud1a4\uc758 \ucf54\ud06c \uc0dd\uc0b0 \ub2a5\ub825\uc774 \uc0ac\ub77c\uc84c\uc73c\uba70, \uc774\ub294 \uac15\ub825\ud55c \uc7ac\ubb34 \uac74\uc804\uc131\uacfc \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c \uc900\uc218 \ud504\ub85c\uadf8\ub7a8\uc744 \uac16\ucd98 \uae30\uc5c5\ub4e4\ub85c \uc0dd\uc0b0\uc774 \uc9d1\uc911\ub418\uace0 \uc788\uc74c\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<br \/>\n*   \uc6d0\ub8cc \uac00\uaca9 \ubcc0\ub3d9\uc131 (-2.3% CAGR \uc601\ud5a5): \uc774\ub294 \uc804 \uc138\uacc4\uc801\uc778 \ubb38\uc81c\uc774\uba70, \ube44\ud1b5\ud569 \uc804\uadf9 \uc0dd\uc0b0\uc790\uc640 \ud604\ubb3c \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc5d0\uac8c \ud2b9\ud788 \uc2ec\uac01\ud55c \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   \ubc14\uc774\uc624 \uae30\ubc18 \ud558\ub4dc \uce74\ubcf8 \uc74c\uadf9\uc7ac\uc758 \ucd9c\ud604 (-0.9% CAGR \uc601\ud5a5): \ub9ac\uadf8\ub178\uc140\ub8f0\ub85c\uc2a4 \ud3d0\uae30\ubb3c\uc5d0\uc11c \ud30c\uc0dd\ub41c \ud558\ub4dc \uce74\ubcf8\uc740 \uc720\ub9ac\ud55c \ub098\ud2b8\ub968 \uc774\uc628 \uc0bd\uc785 \ud2b9\uc131\uc744 \ubcf4\uc774\uc9c0\ub9cc, \uc544\uc9c1 \ud30c\uc77c\ub7ff \uaddc\ubaa8\uc5d0 \uba38\ubb3c\ub7ec \uc788\uc2b5\ub2c8\ub2e4. \uc804 \uc138\uacc4 \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \uc6a9\ub7c9\uc740 50GWh \ubbf8\ub9cc\uc73c\ub85c, \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\uc758 1,200GWh \uc774\uc0c1\uc5d0 \ube44\ud574 \ubbf8\ubbf8\ud569\ub2c8\ub2e4. 2030\ub144\uae4c\uc9c0 \ub098\ud2b8\ub968 \uc774\uc628\uc774 \uace0\uc815\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc7a5\uc758 15%\ub97c \ucc28\uc9c0\ud558\ub354\ub77c\ub3c4, \ub300\uccb4\ub418\ub294 \ub2c8\ub4e4 \ucf54\ud06c \uc218\uc694\ub294 \uc804\uccb4 \uc131\uc7a5\uc5d0 \ube44\ud574 \ubbf8\ubbf8\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p> 4.1. \uc81c\ud488 \uc720\ud615\ubcc4: \uc815\uc720 \uacf5\uc7a5 \ud1b5\ud569\uc774 \uc11d\uc720 \uae30\ubc18 \uacbd\ub85c\uc5d0 \uc720\ub9ac<\/p>\n<p>*   \uc11d\uc720 \uae30\ubc18 \ub2c8\ub4e4 \ucf54\ud06c: 2025\ub144 \ubb3c\ub7c9\uc758 85.23%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc815\uc720 \uacf5\uc7a5 \ud1b5\ud569 \uc0dd\uc0b0\uc790\ub4e4\uc774 \ucd08\uc800\uc720\ud669 \uc6d0\ub8cc\ub97c \ud655\ubcf4\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 16.18%\uc758 CAGR\ub85c \uc810\uc720\uc728\uc774 \ub354\uc6b1 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucf5c\ud0c0\ub974 \uae30\ubc18 \ub2c8\ub4e4 \ucf54\ud06c: \ub192\uc740 \ud68c\ubd84 \ubc0f \uc720\ud669 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud574 \uc81c\uc57d\uc744 \ubc1b\uc9c0\ub9cc, \uc911\uad6d \uc0dd\uc0b0\uc790\ub4e4\uc740 300,000 tpa \uaddc\ubaa8\uc758 \uc2ec\uce35 \uac00\uacf5 \ud504\ub85c\uc81d\ud2b8\ub97c \ud655\uc7a5\ud558\uc5ec \uc21c\ub3c4 \uaca9\ucc28\ub97c \uc904\uc774\ub824 \ub178\ub825\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. EU\uc758 \ud0c4\uc18c \ubc1c\uc790\uad6d \uaddc\uc81c \uac15\ud654\ub294 \ud1a4\ub2f9 \ub0ae\uc740 \uc218\uba85 \uc8fc\uae30 \ubc30\ucd9c\ub7c9\uc744 \uace0\ub824\ud560 \ub54c \uc11d\uc720 \uae30\ubc18 \uc81c\ud488\uc758 \uc774\uc810\uc744 \uac15\ud654\ud569\ub2c8\ub2e4. \ubbf8\uc4f0\ube44\uc2dc \ucf00\ubbf8\uceec(Mitsubishi Chemical)\uc758 \ucea1\uc290\ud654\ub41c \uc5b5\uc81c\uc81c \ud53c\uce58\uc640 \uac19\uc740 \uacf5\uc815 \ud601\uc2e0\uc740 2027\ub144 \uc774\ud6c4 \ucf5c\ud0c0\ub974 \uc218\uc728\uc744 \ub192\uc77c \uc218 \uc788\uc9c0\ub9cc, \uc0c1\uc5c5\ud654\ub294 \ubd88\ud655\uc2e4\ud569\ub2c8\ub2e4.<br \/>\n*   \ube44\uc6a9 \uc2a4\ud504\ub808\ub4dc: \uc5f0\ub8cc \ub4f1\uae09 \ucf54\ud06c \ubc0f \uc720\ud669\uc5d0 \uac78\uccd0 \uace0\uc815 \ube44\uc6a9 \ud761\uc218\uac00 \uac00\ub2a5\ud55c \uacf5\ub3d9 \uc0dd\uc0b0 \uc9c0\ud45c\ub85c \uc778\ud574 \uc815\uc720 \uacbd\ub85c\uc5d0 \uc720\ub9ac\ud569\ub2c8\ub2e4. \ud544\ub9bd\uc2a4 66\uc758 \ud5d8\ubc84 \uc815\uc720 \uacf5\uc7a5\uc740 \uc5f0\uac04 130\ub9cc \ub300\uc758 \uc804\uae30\ucc28\uc5d0 \ucda9\ubd84\ud55c \ubc30\ud130\ub9ac \ub4f1\uae09 \uc0dd\uc0b0\ub7c9\uc744 \uacf5\uae09\ud558\uba70, \uadf8\ub798\ud504\ud14c\ud06c(GrafTech)\uc758 \uc2dc\ub4dc\ub9ac\ud504\ud2b8(Seadrift) \uacf5\uc7a5\uc740 \uc911\uad6d \uc678 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc57d 19-20%\ub97c \ucc28\uc9c0\ud558\uc5ec \uc804\uadf9 \ub9c8\uc9c4\uc744 \uc548\uc815\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p> 4.2. \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac\uac00 \uc804\ud1b5\uc801\uc778 \uc804\uadf9 \uc218\uc694\ub97c \ub2a5\uac00<\/p>\n<p>*   \ud751\uc5f0 \uc804\uadf9: 2025\ub144 \uc218\uc694\uc758 63.45%\ub97c \uc720\uc9c0\ud588\uc9c0\ub9cc, \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac\uac00 22.38%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba70 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubbf9\uc2a4\ub97c \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ucabd\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac: \uc804\uae30\ucc28 \ud310\ub9e4 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \ub2c8\ub4e4 \ucf54\ud06c \uc2dc\uc7a5 \uaddc\ubaa8\uc5d0\uc11c \uc74c\uadf9\uc7ac \ubd80\ubb38\uc758 \uc810\uc720\uc728\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac01 \uc804\uae30\ucc28\ub294 50-80kg\uc758 \uc778\uc870 \ud751\uc5f0\uc744 \uc0ac\uc6a9\ud558\uba70, \uc774\ub294 \ucd5c\uc18c 540,000\ud1a4\uc758 \uc0c1\ub958 \ucf54\ud06c \uc6d0\ub8cc\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   \uc804\uadf9 \uc218\uc694: EAF \uc81c\uac15\uc744 \uae30\ubc18\uc73c\ub85c \uc5ec\uc804\ud788 \uc131\uc7a5\ud558\uace0 \uc788\uc9c0\ub9cc, \uc77c\ubcf8\uacfc \uc720\ub7fd\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ud569\ub9ac\ud654 \ubc0f \uc911\uad6d\uc0b0 \uc804\uadf9\uc5d0 \ub300\ud55c \uc77c\ubcf8\uc758 95.2% \ubc18\ub364\ud551 \uad00\uc138\ub85c \uc778\ud574 \uc131\uc7a5\uc774 \uc544\uc2dc\uc544\uc640 \ubd81\ubbf8\ub85c \uc774\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub8f914(Group14) \ubc0f \uc2e4\ub77c(Sila)\uc758 \uc2e4\ub9ac\ucf58 \ub3c4\ud551 \uc74c\uadf9\uc7ac\ub294 \uc140\ub2f9 \ud751\uc5f0 \uac15\ub3c4\ub97c \uc904\uc774\uc9c0\ub9cc, \uc0c8\ub85c\uc6b4 \ubc30\ud130\ub9ac \ub77c\uc778\uc758 \uc5c4\uccad\ub09c \uaddc\ubaa8\ub294 \ub2c8\ub4e4 \ucf54\ud06c \uc2dc\uc7a5\uc5d0 \uc21c \uae0d\uc815\uc801\uc778 \ubb3c\ub7c9\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub2c8\ub4e4 \ucf54\ud06c \uc2dc\uc7a5\uc758 87.88%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uace0, 2031\ub144\uae4c\uc9c0 15.56%\uc758 CAGR\ub85c \uacc4\uc18d \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc740 2024\ub144 \uc804 \uc138\uacc4 \uc0dd\uc0b0\ub7c9\uc758 \ub300\ubd80\ubd84\uc744 \uacf5\uae09\ud588\uc73c\uba70, \ucf5c\ud0c0\ub974 \ubc0f \uc11d\uc720 \ud50c\ub7ab\ud3fc\uc774 \uac00\ub3d9\ub428\uc5d0 \ub530\ub77c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\uad6d\uc758 \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0\uc740 2026\ub144\uae4c\uc9c0 36,000 tpa \uaddc\ubaa8\uc758 \uc778\uc870 \ud751\uc5f0 \ub77c\uc778\uc744 \uacc4\ud68d\ud558\uace0 \uc788\uc73c\uba70, \uc778\ub3c4 \uc624\uc77c \ucf54\ud37c\ub808\uc774\uc158(Indian Oil Corporation)\uc758 \ud30c\ub77c\ub525(Paradip) \ud504\ub85c\uc81d\ud2b8\ub294 2028\ub144\uae4c\uc9c0 56,000 tpa \uaddc\ubaa8\uc758 \uc18c\uc131 \ucf54\ud06c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac00\ub3d9\ud560 \uc608\uc815\uc73c\ub85c, \uc9c0\uc5ed \ud1b5\ud569\uc744 \uac15\uc870\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \ud604\uc7ac\ub294 \uc911\uac04 \uc815\ub3c4\uc758 \uc810\uc720\uc728\uc744 \uac00\uc9c0\uace0 \uc788\uc9c0\ub9cc, \uadf8\ub798\ud504\ud14c\ud06c\uc758 140,000 tpa \uc2dc\ub4dc\ub9ac\ud504\ud2b8 \uacf5\uc7a5\uacfc \ud544\ub9bd\uc2a4 66\uc758 \ub808\uc774\ud06c \ucc30\uc2a4(Lake Charles) \uc815\uc720 \uacf5\uc7a5\uacfc \uac19\uc740 \uc790\uccb4 \uc790\uc0b0\uc758 \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80(DOE)\ub294 \ub2c8\ub4e4 \ucf54\ud06c\ub97c \ud575\uc2ec \ubc30\ud130\ub9ac \uc18c\uc7ac\ub85c \uc9c0\uc815\ud558\uace0 \uad6d\ub0b4 \ud504\ub85c\uc81d\ud2b8\ub97c \uc7a5\ub824\ud558\uae30 \uc704\ud574 1,600\ub9cc \ub2ec\ub7ec\uc758 \ubcf4\uc870\uae08\uc744 \ucc45\uc815\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc6c0\uc9c1\uc784\uc740 \uc9c0\uc5ed \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub9ac\uace0 \uc218\uc785 \uc758\uc874\ub3c4\ub97c \uc904\uc5ec 2031\ub144\uae4c\uc9c0 \ubbf8\uad6d \ub0b4 \ub2c8\ub4e4 \ucf54\ud06c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucd5c\ub300 2%\ud3ec\uc778\ud2b8 \ub192\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ud544\ub9bd\uc2a4 66\uc758 \ud5d8\ubc84 \uc815\uc720 \uacf5\uc7a5\ub9cc\uc774 \uc5f0\uac04 130\ub9cc \ub300\uc758 \uc804\uae30\ucc28\uc5d0 \ucda9\ubd84\ud55c \ubc30\ud130\ub9ac \ub4f1\uae09 \uc0dd\uc0b0\ub7c9\uc744 \uc0dd\uc0b0\ud558\ub294 \ub4f1 \uacf5\uae09 \ubd80\uc871 \uc0c1\ud0dc\uc785\ub2c8\ub2e4. \ud1a0\uce74\uc774 \uce74\ubcf8(Tokai Carbon)\uc774 \ub3c5\uc77c \uc804\uadf9 \uc0ac\uc5c5\uc5d0\uc11c \ucca0\uc218\ud55c \uac83\uc740 \uc9c0\uc18d\uc801\uc778 \ub9c8\uc9c4 \uc555\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uadf8\ub7ec\ub098 EU \ubc30\ud130\ub9ac \uaddc\uc815 2023\/1542\ub294 EMR\uc758 \ubc84\ubc0d\uc5c4 \uc2dc\uc124\uacfc \uac19\uc740 2,000 tpa \uaddc\ubaa8\uc758 \ud30c\uc77c\ub7ff \uc7ac\ud65c\uc6a9 \ub77c\uc778\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 ASTM \uc0ac\uc591\uc744 \uc900\uc218\ud558\ub294 99.9% \uc21c\ub3c4\uc758 \ud68c\uc218 \ud751\uc5f0\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uae00\ub85c\ubc8c \uacf5\uae09\uc740 \uc911\uac04 \uc815\ub3c4\ub85c \uc9d1\uc911\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub798\ud504\ud14c\ud06c \uc778\ud130\ub0b4\uc154\ub110(GrafTech International)\uacfc \ud544\ub9bd\uc2a4 66(Phillips 66)\uc740 \uc911\uad6d \uc678 \uc9c0\uc5ed\uc758 \ub300\ubd80\ubd84\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud1b5\uc81c\ud558\uace0 \uc788\uc73c\uba70, \uc911\uad6d \ub0b4\uc5d0\uc11c\ub294 \ucd5c\uc18c 14\uac1c\uc758 \ucf5c\ud0c0\ub974 \uc0dd\uc0b0\uc790\uc640 \uc5ec\ub7ec \uad6d\uc601 \uc815\uc720\uc0ac\ub4e4\uc774 \uacbd\uc7c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc9c1 \ud1b5\ud569\uc740 \uc9c0\ubc30\uc801\uc778 \ud5e4\uc9c0 \uc804\ub7b5\uc785\ub2c8\ub2e4. \uadf8\ub798\ud504\ud14c\ud06c\ub294 \uc804\uadf9 \uc6d0\ub8cc\ub97c \ub0b4\ubd80\uc801\uc73c\ub85c \ud655\ubcf4\ud558\uace0, \ud544\ub9bd\uc2a4 66\uc740 \uc815\uc720 \ubc0f \uc74c\uadf9\uc7ac \ub4f1\uae09 \uc0dd\uc0b0\uc744 \uacb0\ud569\ud558\uc5ec \uc7a5\uae30 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uace0 \uc788\uc73c\uba70, \uac00\uc7a5 \ucd5c\uadfc\uc5d0\ub294 \uc5e1\uc2e4\ub860 \uc5b4\ub4dc\ubc34\uc2a4\ub4dc \uba38\ud2f0\ub9ac\uc5bc\uc988\uc640 2025\ub144 \uacf5\uae09 \uacc4\uc57d\uc744 \ub9fa\uc5c8\uc2b5\ub2c8\ub2e4. \ud1a0\uce74\uc774 \uce74\ubcf8\uacfc \uac19\uc740 \ube44\ud1b5\ud569 \uc804\uadf9 \uae30\uc5c5\ub4e4\uc740 \ube44\uc6a9 \uc555\ub825\uc5d0 \uc9c1\uba74\ud558\uc5ec 2025\ub144\uc5d0 10% \uac00\uaca9 \uc778\uc0c1\uacfc \uc2dc\uc124 \ud1b5\ud569\uc744 \ub2e8\ud589\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud601\uc2e0\uc740 \ub450 \uac00\uc9c0 \uc804\uc120\uc5d0\uc11c \uc9c4\ud589\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc874 \uae30\uc5c5\ub4e4\uc740 \uc218\uc728\uacfc \ud488\uc9c8\uc744 \uac1c\uc120\ud558\uae30 \uc704\ud55c \uacf5\uc815 \ud2b9\ud5c8\ub97c \ucd9c\uc6d0\ud558\uace0 \uc788\uc73c\uba70, \uc2e0\uaddc \uc9c4\uc785\uc790\ub4e4\uc740 \uc7ac\ud65c\uc6a9 \ubc0f \ubc14\uc774\uc624 \uae30\ubc18 \ud558\ub4dc \uce74\ubcf8\uc744 \ucd94\uad6c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\ubd80\ubd84\uc758 \uc7ac\ud65c\uc6a9 \uc5c5\uccb4\ub294 \uc544\uc9c1 \uc0c1\uc5c5\uc801 \uaddc\ubaa8\uc5d0 \ubbf8\uce58\uc9c0 \ubabb\ud558\uc9c0\ub9cc, \ud30c\uc77c\ub7ff \uc21c\ub3c4 \uc218\uc900\uc740 \uc774\ubbf8 99.8-99.9% \uc784\uacc4\uac12\uc744 \ucda9\uc871\ud558\uc5ec 2028\ub144 \uc774\ud6c4 \uc2e4\ud589 \uac00\ub2a5\ud55c \ubcf4\ucda9 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. ISO 9001 \ubc0f ISO 14001 \uc900\uc218\ub294 \uc0ac\uc2e4\uc0c1\uc758 \uc9c4\uc785 \uc694\uac74\uc774 \ub418\uc5b4 \uac10\uc0ac \uc2dc\uc2a4\ud15c\uc744 \uac16\ucd98 \uae30\uc874 \uae30\uc5c5\ub4e4\uc5d0\uac8c \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud569\ubcd1 \ubc0f \uc804\ub7b5\uc801 \uc81c\ud734\ub3c4 \uacc4\uc18d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud3ec\uc2a4\ucf54\ud4e8\ucc98\uc5e0\uc740 \ud751\uc5f0 \uc804\uadf9 \uae30\uc220 \ubd84\uc57c\ub85c \uc0c1\ub958 \uc9c4\ucd9c\ud558\uace0 \uc788\uc73c\uba70, \uadf8\ub798\ud504\ud14c\ud06c\ub294 2\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud14d\uc0ac\uc2a4 \ud655\uc7a5 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. 2027\ub144\ubd80\ud130 \uc2dc\ud589\ub418\ub294 EU\uc758 \ud0c4\uc18c \ubc1c\uc790\uad6d \uc120\uc5b8 \uc694\uac74\uacfc \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \uad6d\ub0b4 \ucf58\ud150\uce20 \uc778\uc13c\ud2f0\ube0c\ub294 \uc0c8\ub85c\uc6b4 \uc9c0\uc5ed\ud654\ub41c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uc7a5\ub824\ud558\uc5ec \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uae68\ub057\ud558\uace0 \ucd94\uc801 \uac00\ub2a5\ud55c \uacf5\uae09\ub9dd\uc744 \uac16\ucd98 \uc804\ubb38 \uae30\uc5c5\ub4e4\uc758 \uc9c4\uc785\uc744 \uc720\ub3c4\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ub2c8\ub4e4 \ucf54\ud06c \uc0b0\uc5c5 \ub9ac\ub354:<br \/>\n*   ENEOS Corporation<br \/>\n*   GrafTech International<br \/>\n*   Mitsubishi Chemical Group Corporation<br \/>\n*   Phillips 66 Company<br \/>\n*   China Baowu Steel Group Corp., Ltd<\/p>\n<p># 7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 10\uc6d4: \uc774\ub780 \uc5f0\uad6c\uc6d0\ub4e4\uc740 \uc800\ub834\ud55c \uad6d\ub0b4 \uc6d0\ub8cc\uc778 \uc11d\uc720 \uc794\ub958\ubb3c\uacfc \uc544\uc2a4\ud314\ud150\uc744 \uc0ac\uc6a9\ud558\uc5ec \uace0\uc21c\ub3c4 \ub098\ub178 \uad6c\uc870 \ub2c8\ub4e4 \ucf54\ud06c\ub97c \uc0dd\uc0b0\ud558\ub294 \ubc29\ubc95\uc744 \uac1c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud504\ub85c\uc81d\ud2b8\ub294 \uc218\uc785\uc744 \uc904\uc774\uace0 \ucca0\uac15 \ubc0f \uc54c\ub8e8\ubbf8\ub284 \uc0dd\uc0b0\uc5d0 \uc0ac\uc6a9\ub418\ub294 \ud751\uc5f0 \uc804\uadf9\uc758 \uc9c0\uc18d \uac00\ub2a5\ud55c \uacf5\uae09\ub9dd\uc744 \uad6c\ucd95\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   2025\ub144 9\uc6d4: \uc5e1\uc2e4\ub860 \uc5b4\ub4dc\ubc34\uc2a4\ub4dc \uba38\ud2f0\ub9ac\uc5bc\uc988(EAM)\ub294 \ud544\ub9bd\uc2a4 66(Phillips 66 Company)\uacfc \ub808\uc774\ud06c \ucc30\uc2a4 \uc815\uc720 \uacf5\uc7a5\uc5d0\uc11c \ub2c8\ub4e4 \ucf54\ud06c\ub97c \uc7a5\uae30\uc801\uc73c\ub85c \uacf5\uae09\ubc1b\ub294 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uacc4\uc57d\uc740 \ub178\uc2a4\uce90\ub864\ub77c\uc774\ub098\uc5d0 \uacc4\ud68d\ub41c 30,000 tpa \uaddc\ubaa8\uc758 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uacf5\uc7a5 \uac1c\ubc1c\uc744 \uc9c0\uc6d0\ud558\uc5ec \uc804\uae30\ucc28(EV) \ubc0f \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS)\uc5d0 \uc0ac\uc6a9\ub418\ub294 \ud751\uc5f0 \ud65c\uc131 \uc74c\uadf9\uc7ac \uc81c\uc870\uc5d0 \ud544\uc218\uc801\uc778 \uc6d0\ub8cc\uc758 \uc548\uc815\uc801\uc778 \uacf5\uae09\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n<p># 8. \uacb0\ub860<\/p>\n<p>\ub2c8\ub4e4 \ucf54\ud06c \uc2dc\uc7a5\uc740 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \ubc0f EAF \uc81c\uac15 \uc0b0\uc5c5\uc758 \uac15\ub825\ud55c \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \ud5a5\ud6c4 \uba87 \ub144\uac04 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc744 \uc9c0\uc18d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uae30\uc220 \ud601\uc2e0\uacfc \uc815\uc720 \uacf5\uc7a5 \uc5c5\uadf8\ub808\uc774\ub4dc\ub294 \uacf5\uae09 \uce21\uba74\uc758 \ud6a8\uc728\uc131\uc744 \ub192\uc774\uace0 \uc788\uc9c0\ub9cc, \ud658\uacbd \uaddc\uc81c\uc640 \uc6d0\ub8cc \uac00\uaca9 \ubcc0\ub3d9\uc131\uc740 \uc5ec\uc804\ud788 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud560 \uac83\uc785\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\ub294 \uac00\uc6b4\ub370, \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c\ub3c4 \uc804\ub7b5\uc801 \ud22c\uc790\uc640 \uc7ac\ud65c\uc6a9 \uae30\uc220 \uac1c\ubc1c\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\ub824\ub294 \ub178\ub825\uc774 \uc774\uc5b4\uc9c8 \uac83\uc785\ub2c8\ub2e4. \uc218\uc9c1 \ud1b5\ud569\uacfc \uc804\ub7b5\uc801 \uc81c\ud734\ub294 \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\ub294 \ud575\uc2ec \uc804\ub7b5\uc774 \ub420 \uac83\uc774\uba70, \uc9c0\uc18d \uac00\ub2a5\ud55c \uacf5\uae09\ub9dd \uad6c\ucd95\uc774 \uc810\ucc28 \uc911\uc694\ud574\uc9c8 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ub2c8\ub4e4 \ucf54\ud06c\uc2a4(Needle Coke) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub2c8\ub4e4 \ucf54\ud06c\uc2a4\ub294 \uc11d\ud0c4 \ud0c0\ub974 \ubc0f \uc11d\uc720\uc5d0\uc11c \uc0dd\uc0b0\ub418\ub294 \uace0\ud488\uc9c8 \ud0c4\uc18c \uc6d0\ub8cc\ub85c, \uc8fc\ub85c \ud751\uc5f0 \uc804\uadf9 \ubc0f \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc81c\uc870\uc5d0 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 \uc81c\ud488 \uc720\ud615(\uc11d\uc720 \uae30\ubc18 \ub2c8\ub4e4 \ucf54\ud06c\uc2a4, \ucf5c\ud0c0\ub974 \ud53c\uce58 \uae30\ubc18 \ub2c8\ub4e4 \ucf54\ud06c\uc2a4), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ud751\uc5f0 \uc804\uadf9, \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac, \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\uc8fc\uc694 \uc9c0\uc5ed \ub0b4 16\uac1c\uad6d)\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud558\uba70, \uac01 \ubd80\ubb38\uc758 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \ubb3c\ub7c9(Metric Tons) \uae30\uc900\uc73c\ub85c \uc81c\uc2dc\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ub2c8\ub4e4 \ucf54\ud06c\uc2a4 \uc218\uc694\ub294 2031\ub144\uae4c\uc9c0 600\ub9cc \ubbf8\ud130\ud1a4\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 2026\ub144\ubd80\ud130 \uc5f0\ud3c9\uade0 15.11%\uc758 \ub192\uc740 \uc131\uc7a5\ub960(CAGR)\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \uc81c\ud488 \uc720\ud615\ubcc4\ub85c\ub294 \uc11d\uc720 \uae30\ubc18 \ub2c8\ub4e4 \ucf54\ud06c\uc2a4\uac00 2025\ub144 \uc804\uccb4 \ubb3c\ub7c9\uc758 85.23%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uace0, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 16.18%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \uc804\uae30 \uc544\ud06c\ub85c(EAF) \uac15\ucca0 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300, \uc804\uae30\ucc28(EV) \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uae30\uac00\ud329\ud1a0\ub9ac\uc758 \uc804 \uc138\uacc4\uc801\uc778 \ud655\uc7a5, \uc911\uad6d \ubc0f \uc720\ub7fd \uc5f0\ud569\uc758 \uace0\ucca0 \uc0ac\uc6a9 \uc758\ubb34\ud654 \uc815\ucc45, \ucd08\uc800\uc720\ud669 \ub514\uce94\ud2b8 \uc624\uc77c\uc744 \uc0dd\uc0b0\ud558\ub294 \uc815\uc720 \uacf5\uc7a5 \uc5c5\uadf8\ub808\uc774\ub4dc, \uadf8\ub9ac\uace0 \uc591\uadf9\uc7ac \ub4f1\uae09 \ud751\uc5f0 \uc7ac\ud65c\uc6a9 \ud2b9\ud5c8\uc758 \uac00\uc18d\ud654 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uc9c0\uc5f0 \ucf54\ud0b9(delayed coking) \uacf5\uc815\uc5d0\uc11c\uc758 \uc9c1\uc5c5 \ubc0f \ud658\uacbd\uc801 \uc704\ud5d8, \uc6d0\ub8cc \uac00\uaca9 \ubcc0\ub3d9\uc131, \uadf8\ub9ac\uace0 \ubc14\uc774\uc624 \uae30\ubc18 \ud558\ub4dc \uce74\ubcf8 \uc591\uadf9\uc7ac\uc758 \ucd9c\ud604 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ubc14\uc774\uc624 \uae30\ubc18 \ud558\ub4dc \uce74\ubcf8 \uc591\uadf9\uc7ac\ub294 \uae00\ub85c\ubc8c \ub098\ud2b8\ub968 \uc774\uc628 \ubc30\ud130\ub9ac \uc0dd\uc0b0 \ub2a5\ub825\uc774 \uc544\uc9c1 50GWh \ubbf8\ub9cc\uc774\uace0, \ud30c\uc77c\ub7ff \ub2e8\uacc4\uc758 \uacbd\uc81c\uc131\uc774 \ud569\uc131 \ud751\uc5f0\uc5d0 \ube44\ud574 \uc57d 10% \ub4a4\ucc98\uc838 \uc788\uc5b4 \uc911\uae30\uc801\uc73c\ub85c\ub294 \ud070 \uc704\ud611\uc774 \ub418\uc9c0 \uc54a\uc744 \uac83\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uc804\uccb4 \ubb3c\ub7c9\uc758 87.88%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc555\ub3c4\uc801\uc73c\ub85c \uc9c0\ubc30\ud558\uace0 \uc788\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 15.56%\uc758 \uc131\uc7a5\ub960\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc911\uad6d, \ud55c\uad6d, \uc778\ub3c4\uac00 \uc9c0\uc5f0 \ucf54\ud0b9 \ubc0f \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac \uc0dd\uc0b0 \ub2a5\ub825\uc758 \ub300\ubd80\ubd84\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud55c \uacbd\uc7c1 \ud658\uacbd\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uba70, China Baowu Steel Group, ENEOS Corporation, GrafTech International, Mitsubishi Chemical Group, POSCO Future M \ub4f1 14\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \uc678\uc5d0\ub3c4 \ubcf4\uace0\uc11c\ub294 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d(\uacf5\uae09\uc5c5\uccb4 \ubc0f \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825, \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \ub300\uccb4\uc7ac\uc758 \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4), \uac00\uaca9 \uac1c\uc694 \ub4f1\uc744 \ud3ec\ud568\ud558\uc5ec \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \ud2b9\uc131\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd \uc139\uc158\uc5d0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(white-space) \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694(unmet-need)\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \uc7a0\uc7ac\uc801\uc778 \uc131\uc7a5 \uc601\uc5ed\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-51334","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\/51334"}],"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=51334"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/51334\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=51334"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=51334"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=51334"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}