![\"Chart\"](\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/ithium-ion-battery-electrolyte-solvent-market-size-image-1770719594796.webp\")
<\/p>\n<\/p>\n
![\"Chart\"](\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/ithium-ion-battery-electrolyte-solvent-market-Lithium-Ion-Battery-Electrolyte-Solvent-Market-Market-Share-by-Solvent-Type-2025-1770730739467.webp\")
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\uff08\ub0b4\uc6a9\uc774 \ub108\ubb34 \uae38\uc5b4 \uc0dd\ub7b5\ub418\uc5c8\uc2b5\ub2c8\ub2e4.\uff09<\/p>\n","protected":false},"excerpt":{"rendered":"
\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc804\ud574\uc561 \uc6a9\ub9e4 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n
\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc804\ud574\uc561 \uc6a9\ub9e4 \uc2dc\uc7a5\uc740 2026\ub144 24\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144 74\uc5b5 8\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) 25.23%\uc758 \ub192\uc740 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c \ud604\uc9c0 \ucf58\ud150\uce20 \uaddc\uc815, \ubcf4\uc870\uae08, \uadf8\ub9ac\uace0 \uc5c4\uaca9\ud55c \ud0c4\uc18c \ubc1c\uc790\uad6d \uc758\ubb34\ud654\uc5d0 \ub530\ub77c \ubd81\ubbf8\uc640 \uc720\ub7fd\uc73c\ub85c \uc0dd\uc0b0 \uc5ed\ub7c9\uc774 \uc804\ud658\ub418\ub294 \ub370 \uae30\uc778\ud569\ub2c8\ub2e4. \ud1b5\ud569 \ud654\ud559 \uc0dd\uc0b0 \uc5c5\uccb4\ub4e4\uc740 \uc2e4\ub9ac\ucf58\uc774 \ud48d\ubd80\ud558\uace0 \uace0\uc18d \ucda9\uc804\uc774 \uac00\ub2a5\ud55c \ubc30\ud130\ub9ac \ud654\ud559 \ubb3c\uc9c8\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \ucd08\uace0\uc21c\ub3c4 \uce74\ubcf4\ub124\uc774\ud2b8 \ub77c\uc778\uc744 \ucd94\uac00\ud558\uace0 \uc788\uc73c\uba70, \uc804\uae30\ucc28 \ubcf4\uae09\ub960 \uc99d\uac00\uc640 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8\uc758 \ubc30\ud130\ub9ac \uc800\uc7a5 \uc2dc\uc2a4\ud15c \ud655\uc7a5\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. ISO 14067 \uaddc\uaca9 \uc900\uc218 \uc0dd\uc0b0 \ubc0f 20ppm \ubbf8\ub9cc\uc758 \uc218\ubd84 \ud568\ub7c9\uc744 \ubcf4\uc7a5\ud560 \uc218 \uc788\ub294 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ubd88\uc18c\ud654 \ucca8\uac00\uc81c\uc758 \uac00\uaca9 \ubcc0\ub3d9\uc131\uacfc \uc804\uace0\uccb4 \ubc30\ud130\ub9ac \uc0c1\uc6a9\ud654 \uc2dc\uae30\uc5d0 \ub300\ud55c \ubd88\ud655\uc2e4\uc131\uc740 \uc2dc\uc7a5 \ud22c\uc790 \uc2ec\ub9ac\ub97c \uc704\ucd95\uc2dc\ud0a4\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n
# \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n
* \uc6a9\ub9e4 \uc720\ud615\ubcc4: \ub514\uba54\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8(Dimethyl Carbonate, DMC)\ub294 2025\ub144 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc804\ud574\uc561 \uc6a9\ub9e4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 53.45%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 29.29%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.
\n* \uc801\uc6a9 \ubd84\uc57c\ubcc4: \uc804\uae30 \uc774\ub3d9\uc131(Electric Mobility)\uc774 2025\ub144 \uc2dc\uc7a5\uc758 70.77%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(Energy Storage Systems)\uc740 2031\ub144\uae4c\uc9c0 29.16%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd84\uc57c\uc785\ub2c8\ub2e4.
\n* \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 83.24%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc5c8\uc73c\uba70, \uc720\ub7fd\uc740 2031\ub144\uae4c\uc9c0 53.46%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n
# \uae00\ub85c\ubc8c \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc804\ud574\uc561 \uc6a9\ub9e4 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n
\uc131\uc7a5 \ub3d9\uc778:<\/p>\n
1. \uc911\uad6d \uc678 \uc9c0\uc5ed \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124 \ud655\ub300 \ubc0f \ud604\uc9c0 \uc6a9\ub9e4 \uc218\uc694 \ucc3d\ucd9c (CAGR +7.2% \uc601\ud5a5): \ubd81\ubbf8\uc640 \uc720\ub7fd\uc758 \ubcf4\uc870\uae08 \ud504\ub85c\uadf8\ub7a8\uc740 \uc2dc\uc7a5 \uc9c0\ud615\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 \uad6d\ub0b4 \ucf58\ud150\uce20 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ubc30\ud130\ub9ac \uc140\uc5d0 \uc778\uc13c\ud2f0\ube0c\ub97c \uc81c\uacf5\ud558\uba70, \uc774\ub294 GM-LG\uc640 \uac19\uc740 \ud611\ub825\uc744 \ud1b5\ud574 \ub514\uba54\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8\ub97c \uc544\uc2dc\uc544 \ub300\uc2e0 \ud14d\uc0ac\uc2a4\uc5d0\uc11c \uc870\ub2ec\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\ub3c4 \uc720\uc0ac\ud558\uac8c \ub178\uc2a4\ubcfc\ud2b8(Northvolt)\uac00 BASF\uc758 \ub8e8\ud2b8\ube44\ud788\uc2a4\ud558\ud39c(Ludwigshafen) \ub77c\uc778\uacfc \uacc4\uc57d\ud558\uc5ec 2025\ub144\uae4c\uc9c0 \uc9c0\uc5ed \uacf5\uae09\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc758 \uc0dd\uc0b0 \uc5f0\uacc4 \uc778\uc13c\ud2f0\ube0c(PLI) \uc81c\ub3c4 \ub610\ud55c \uad6d\ub0b4 \ubd80\uac00\uac00\uce58\ub97c \uc758\ubb34\ud654\ud558\uc5ec \ub9b4\ub77c\uc774\uc5b8\uc2a4 \uc778\ub354\uc2a4\ud2b8\ub9ac(Reliance Industries)\uac00 \uc7a0\ub098\uac00\ub974(Jamnagar)\uc5d0\uc11c \uce74\ubcf4\ub124\uc774\ud2b8 \uc0dd\uc0b0\uc744 \uac80\ud1a0\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uaddc\uc81c\ub294 \ubb3c\ub958 \ub9ac\ub4dc \ud0c0\uc784\uc744 \ub2e8\ucd95\ud558\uace0 \uc774\uc804\uc5d0 \ud1b5\ud569\ub418\uc5c8\ub358 \uacf5\uae09\ub9dd\uc744 \ubd84\uc0b0\uc2dc\ucf1c, \uc704\ud0c1 \uc99d\ub958\uc5c5\uccb4 \ubc0f \ub300\ub7c9 \ud654\ud559 \ubb3c\uc9c8 \uc720\ud1b5\uc5c5\uccb4\uc5d0\uac8c \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.
\n2. Si-\ub9ac\uce58 \uc591\uadf9 \uc9c0\uc6d0\uc744 \uc704\ud55c \ucd08\uace0\uc21c\ub3c4 \uce74\ubcf4\ub124\uc774\ud2b8 \ub77c\uc778 \ucd9c\ud604 (CAGR +4.8% \uc601\ud5a5): \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \uac00\uc9c4 \uc2e4\ub9ac\ucf58 \uc591\uadf9\uc740 \uc218\ubd84 \ud568\ub7c9\uc774 \uc784\uacc4 \uc218\uc900\uc744 \ucd08\uacfc\ud560 \uacbd\uc6b0 \uae09\uaca9\ud55c \uc131\ub2a5 \uc800\ud558\ub97c \uacaa\uc2b5\ub2c8\ub2e4. 2025\ub144 \ubbf8\uc4f0\ube44\uc2dc \ucf00\ubbf8\uceec(Mitsubishi Chemical)\uc740 \ucd5c\uc18c\ud55c\uc758 \uc218\ubd84 \ud568\ub7c9\uc744 \uac00\uc9c4 \ud504\ub85c\ud544\ub80c \uce74\ubcf4\ub124\uc774\ud2b8(Propylene Carbonate) \uc0dd\uc0b0\uc744 \uc704\ud55c \ubd84\uc790\uccb4(molecular-sieve) \uc7a5\uce58\ub97c \ucd9c\uc2dc\ud558\uc5ec \ud30c\ub098\uc18c\ub2c9(Panasonic)\uacfc \uc0bc\uc131 SDI\uc758 4680 \uc140\uc744 \ubaa9\ud45c\ub85c \ud588\uc2b5\ub2c8\ub2e4. UBE \ucf54\ud37c\ub808\uc774\uc158(UBE Corporation)\ub3c4 2025\ub144 5\uc6d4 \uc774\uc628 \uad50\ud658 \uac1c\uc870\ub97c \ud1b5\ud574 \uae08\uc18d \ubd88\uc21c\ubb3c\uc744 \uc131\uacf5\uc801\uc73c\ub85c \uc904\uc600\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc804\ub7b5\uc801 \ud22c\uc790\ub294 \uc790\ubcf8 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub192\uc774\uace0 \ud1b5\ud569 \uc0dd\uc0b0 \uc5c5\uccb4\ub85c \ud611\uc0c1\ub825\uc744 \uc774\ub3d9\uc2dc\ucf1c \uc7a5\uae30\uc801\uc778 \uc131\uc7a5 \uc804\ub9dd\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.
\n3. \uc804\ud574\uc561 \uacf5\uae09\ub9dd \ud604\uc9c0\ud654\ub97c \ucd09\uc9c4\ud558\ub294 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c (CAGR +6.5% \uc601\ud5a5): 2024\ub144 6\uc6d4, EU\ub294 \uc804\ub7b5\uc801 \ud22c\uc785\ubb3c\uc758 \uad6d\ub0b4 \uac00\uacf5\uc744 \ub298\ub9ac\uae30 \uc704\ud55c \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(Critical Raw Materials Act)\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \ud22c\uc790 \uc740\ud589(EIB)\uc740 \uce74\ubcf4\ub124\uc774\ud2b8 \ud504\ub85c\uc81d\ud2b8\ub97c \ub300\uc0c1\uc73c\ub85c \uc800\uae08\ub9ac \uc2dc\uc124\uc744 \ub3c4\uc785\ud588\uc73c\uba70, \uce90\ub098\ub2e4\uc758 \uc804\ub7b5 \ud601\uc2e0 \uae30\uae08(Strategic Innovation Fund)\uc740 BASF\uc5d0 \uc790\uae08\uc744 \ud560\ub2f9\ud558\uc5ec 2026\ub144 USMCA \uc9c0\uc5ed\uc73c\ub85c \uc6a9\ub9e4\ub97c \ucd9c\ud558\ud560 \ub514\uba54\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8 \uacf5\uc7a5\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcf4\uc870\uae08 \ub355\ubd84\uc5d0 \uc9c0\uc5ed\ubcc4 \ube44\uc6a9 \uaca9\ucc28\uac00 \uc904\uc5b4\ub4e4\uc5b4 ‘\ud504\ub80c\ub4dc\uc1fc\uc5b4\ub9c1(friend-shored)’ \uc6a9\ub9e4 \uc0dd\uc0b0\uc774 \uc2e4\ud604 \uac00\ub2a5\ud558\uace0 \uc218\uc775\uc131 \uc788\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4.
\n4. \uc800\uc810\ub3c4 \ube14\ub80c\ub4dc\ub97c \uc694\uad6c\ud558\ub294 \uace0\uc18d \ucda9\uc804 \ud654\ud559 \ubb3c\uc9c8\ub85c\uc758 \uc804\ud658 (CAGR +3.9% \uc601\ud5a5): \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ub354 \ube60\ub978 \ucda9\uc804 \uc2dc\uac04\uc744 \ub2ec\uc131\ud558\uae30 \uc704\ud574 \uacbd\uc7c1\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc804\ud574\uc561\uc774 \ucd5c\uc801\uc758 \uc810\ub3c4 \uc218\uc900\uc744 \uc720\uc9c0\ud574\uc57c \ud568\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \ud14d\uc0ac\uc2a4\uc5d0\uc11c \uc0dd\uc0b0\ub418\ub294 \ud14c\uc2ac\ub77c\uc758 4680 \uc140\uc740 \ud6a8\uc728\uc801\uc778 \ucda9\uc804\uc744 \uc704\ud574 \ub514\uba54\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8\uc640 \uc5d0\ud2f8\ub80c \uce74\ubcf4\ub124\uc774\ud2b8\uc758 \ud2b9\uc815 \ube44\uc728\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \ud604\ub300\ucc28\uc758 800\ubcfc\ud2b8 \ud50c\ub7ab\ud3fc\uc740 LG\ud654\ud559\uacfc\uc758 \ud611\ub825\uc744 \ud1b5\ud574 2027\ub144\ubd80\ud130 \uae09\uc18d \ucda9\uc804\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc800\uc810\ub3c4 \ube14\ub80c\ub4dc\ub97c \uad6c\ud604\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud601\uc2e0\uc740 \uc2dc\uc7a5\uc758 \ud504\ub9ac\ubbf8\uc5c4 \ubd80\ubb38\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.
\n5. LFP \ud329\uc758 \ube44\uc6a9 \uc6b0\uc704\ub85c \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed \uc6a9\ub9e4 \ubb3c\ub7c9 \ud655\ub300 (CAGR +5.1% \uc601\ud5a5): LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ubc30\ud130\ub9ac \ud329\uc758 \ube44\uc6a9 \uc6b0\uc704\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc744 \uc911\uc2ec\uc73c\ub85c \uc6a9\ub9e4 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74, \ub0a8\ubbf8 \uc9c0\uc5ed\uc73c\ub85c\ub3c4 \ud655\uc0b0\ub420 \uc804\ub9dd\uc785\ub2c8\ub2e4.<\/p>\n
\uc81c\uc57d \uc694\uc778:<\/p>\n
1. \ubd88\uc18c\ud654 \uc6d0\uc790\uc7ac\uc758 \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \uacf5\uae09 \uc704\ud5d8 (CAGR -3.2% \uc601\ud5a5): 2025\ub144 \ucd08, \uc7a5\uc2dc(Jiangxi)\uc640 \uc4f0\ucd28(Sichuan) \uc9c0\uc5ed\uc758 \ud658\uacbd \uaddc\uc81c\ub85c \uc778\ud574 LiPF\u2086 \uacf5\uae09\uc774 \uc911\ub2e8\ub418\uba74\uc11c \ud604\ubb3c \uac00\uaca9\uc774 \uae09\ub4f1\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 LiPF\u2086 \uc7ac\uace0\uc758 \uc5c4\uaca9\ud55c \ubd84\ud574 \ud55c\uacc4\ub85c \uc778\ud574 \ube14\ub80c\ub354 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud588\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \uc720\ub7fd \uc140 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 REACH \ub4f1\ub85d \uc11c\ub958\ub85c \uc778\ud55c \uae34 \ub9ac\ub4dc \ud0c0\uc784\uc5d0 \uc9c1\uba74\ud558\uc5ec \uac70\uc758 \ubaa8\ub4e0 \ubd88\uc18c\ud654 \ucca8\uac00\uc81c\ub97c \uc218\uc785\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc2dc\uc7a5\uc758 \ube44\uc6a9 \uc555\ub825\uc744 \uac00\uc911\uc2dc\ud0b5\ub2c8\ub2e4.
\n2. LiPF\u2086\/\uc5d0\ud2f8\ub80c \uce74\ubcf4\ub124\uc774\ud2b8 \ucde8\uae09\uc5d0 \ub300\ud55c \ub3c5\uc131 \ubc0f \uaddc\uc81c \uac15\ud654 (CAGR -2.1% \uc601\ud5a5): 2024\ub144 \ubbf8\uad6d \uc0b0\uc5c5\uc548\uc804\ubcf4\uac74\uccad(OSHA)\uc740 \uc5d0\ud2f8\ub80c \uce74\ubcf4\ub124\uc774\ud2b8 \uc99d\uae30 \ud5c8\uc6a9 \ub178\ucd9c \ud55c\ub3c4\ub97c 25ppm\uc73c\ub85c \ub300\ud3ed \ub0ae\ucdc4\uc2b5\ub2c8\ub2e4. \uc774 \uaddc\uc81c \ubcc0\uacbd\uc73c\ub85c \ud30c\ub098\uc18c\ub2c9\uc740 \ub124\ubc14\ub2e4 \uae30\uac00\ud329\ud1a0\ub9ac\uc5d0\uc11c \uac1c\uc870 \uc791\uc5c5\uc744 \uc218\ud589\ud574\uc57c \ud588\uc2b5\ub2c8\ub2e4. \ub610\ud55c 2024\ub144 6\uc6d4, EU\ub294 \uc5d0\ud2f8\ub80c \uce74\ubcf4\ub124\uc774\ud2b8\ub97c \uace0\uc704\ud5d8 \ubb3c\uc9c8(SVHC) \ud6c4\ubcf4 \ubaa9\ub85d\uc5d0 \ucd94\uac00\ud558\uc5ec \uc2dc\uc7a5\uc5d0 \uc0c8\ub85c\uc6b4 \uacf5\uac1c \uc758\ubb34\ub97c \ubd80\uacfc\ud588\uc2b5\ub2c8\ub2e4.
\n3. \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\ub85c\uc758 \uc815\ucc45 \uc804\ud658\uc73c\ub85c \uc778\ud55c \uc561\uccb4 \uc6a9\ub9e4 \uc2dc\uc7a5 \ucd95\uc18c \uac00\ub2a5\uc131 (CAGR -1.8% \uc601\ud5a5): \uc804\uace0\uccb4 \ubc30\ud130\ub9ac \uae30\uc220\ub85c\uc758 \uc815\ucc45 \uc804\ud658\uc740 \uc561\uccb4 \uc804\ud574\uc561 \uc6a9\ub9e4 \uc2dc\uc7a5\uc758 \uc7a5\uae30\uc801\uc778 \uc131\uc7a5 \uc804\ub9dd\uc5d0 \ubd88\ud655\uc2e4\uc131\uc744 \ub354\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n
# \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n
\uc6a9\ub9e4 \uc720\ud615\ubcc4: \ub514\uba54\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8(DMC)\uc758 \uad6c\uc870\uc801 \uc6b0\uc704 \ud655\ubcf4
\n\ub514\uba54\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8(DMC)\ub294 2025\ub144 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc804\ud574\uc561 \uc6a9\ub9e4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 53.45%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 29.29%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\ubc30\ub825\uc740 0.59 cP\uc758 \ub0ae\uc740 \uc810\ub3c4, \ub192\uc740 \uc720\uc804 \uc0c1\uc218, \uadf8\ub9ac\uace0 \ud751\uc5f0 \ubc0f \uc2e4\ub9ac\ucf58 \uc591\uadf9 \ubaa8\ub450\uc640\uc758 \ud638\ud658\uc131 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc5d0\ud2f8\ub80c \uce74\ubcf4\ub124\uc774\ud2b8(EC)\ub294 \ud751\uc5f0\uc5d0 \uacac\uace0\ud55c \uace0\uccb4 \uc804\ud574\uc9c8 \uacc4\uba74\uc744 \ud615\uc131\ud558\ub294 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud558\uc9c0\ub9cc, \uadf8 \ube44\uc911\uc740 \ub354 \uc791\uc2b5\ub2c8\ub2e4. \ub514\uc5d0\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8(DEC)\uc640 \uc5d0\ud2f8 \uba54\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8(EMC)\ub294 \uc810\ub3c4\uc640 \uc778\ud654\uc810\uc744 \uc870\uc808\ud558\ub294 \ub370 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \ud504\ub85c\ud544\ub80c \uce74\ubcf4\ub124\uc774\ud2b8(PC)\ub294 \ud751\uc5f0 \ubc15\ub9ac \ubb38\uc81c\ub97c \uac10\uc218\ud558\uba74\uc11c\ub3c4 \uc800\uc628 \uc131\ub2a5\uc744 \uc911\uc2dc\ud558\ub294 \uadf8\ub9ac\ub4dc \uc800\uc7a5\uc6a9 \ub9ac\ud2ac \ud2f0\ud0c4\uc0b0\ud654\ubb3c(LTO) \uc140\uacfc \uac19\uc740 \ud2c8\uc0c8 \uc2dc\uc7a5\uc5d0\uc11c \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n
\ud5a5\ud6c4 \uae30\uc220 \uc8fc\uae30\uc5d0\uc11c\ub3c4 \ub514\uba54\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8\uc758 \uc704\uce58\ub294 \ub354\uc6b1 \uac15\ud654\ub420 \uac83\uc785\ub2c8\ub2e4. 2026\ub144\ubd80\ud130 \uc0c1\uc5c5 \uc0dd\uc0b0\uc5d0 \ub4e4\uc5b4\uac00\ub294 \uc2e4\ub9ac\ucf58\uc774 \ud48d\ubd80\ud55c \uc591\uadf9\uc740 \ubd80\ud53c \ud33d\ucc3d \uc784\ud53c\ub358\uc2a4\ub97c \uc0c1\uc1c4\ud558\uae30 \uc704\ud574 \ud6e8\uc52c \ub0ae\uc740 \uc6a9\ub9e4 \uc810\ub3c4\ub97c \uc694\uad6c\ud558\uba70, \uc774\ub294 DMC\uc758 \ud568\ub7c9\uc744 \ub192\uc774\uace0 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \uc720\uc9c0\ud558\uac8c \ud560 \uac83\uc785\ub2c8\ub2e4. \ubc18\ub300\ub85c \ud558\uc774\ube0c\ub9ac\ub4dc \uc561\uccb4 \uc140\uc6a9 \ub9ac\ud2ac \uae08\uc18d \uc591\uadf9\uc740 \ub354 \ub192\uc740 \uc218\uc900\uc758 \ud50c\ub8e8\uc624\ub85c\uc5d0\ud2f8\ub80c \uce74\ubcf4\ub124\uc774\ud2b8(fluoroethylene carbonate)\ub97c \ud544\uc694\ub85c \ud558\uc5ec \ucd08\uace0\uc21c\ub3c4 \ubd80\uc0b0\ubb3c \uc6a9\ub9e4\ub97c \uc704\ud55c \ud2b9\uc218 \ud558\uc704 \uc138\uadf8\uba3c\ud2b8\ub97c \ud615\uc131\ud560 \uac83\uc785\ub2c8\ub2e4. \uce74\ubcf4\ub124\uc774\ud2b8 \uc6a9\ub9e4\uc5d0 \ub300\ud55c \uaddc\uc81c \ubd80\ub2f4\uc740 \ube44\uad50\uc801 \uc801\uc73c\ubbc0\ub85c, \uacbd\uc7c1 \uc5ed\ud559\uc740 \uaddc\uc81c \uc900\uc218 \ube44\uc6a9\ubcf4\ub2e4\ub294 \uacf5\uc815 \ub178\ud558\uc6b0\uc640 \uc6d0\ub8cc \ud1b5\ud569\uc5d0 \ub2ec\ub824 \uc788\uc5b4 \uae30\uc874 \uc5c5\uccb4\ub4e4\uc5d0\uac8c \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n
\uc801\uc6a9 \ubd84\uc57c\ubcc4: \uc774\ub3d9\uc131\uc774 \uc5ec\uc804\ud788 \uc9c0\ubc30\uc801, \uc800\uc7a5 \uc2dc\uc2a4\ud15c \uae09\uc99d
\n\uc804\uae30 \uc774\ub3d9\uc131(Electric Mobility)\uc740 2025\ub144 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc804\ud574\uc561 \uc6a9\ub9e4 \uc2dc\uc7a5\uc758 70.77%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\ubc30\ub825\uc740 \uc8fc\ub85c \uc790\ub3d9\ucc28 \ubd80\ubb38\uc5d0\uc11c \ube44\ub86f\ub418\uba70, \uc77c\ubc18\uc801\uc778 75kWh \ubc30\ud130\ub9ac \ud329\uc740 \uc0c1\ub2f9\ub7c9\uc758 \uc804\ud574\uc561\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc804 \uc138\uacc4 \uc804\uae30\ucc28(EV) \ud310\ub9e4\ub7c9 \uae09\uc99d\uc774 \uc6a9\ub9e4 \uc218\uc694\ub97c \ud06c\uac8c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(Energy Storage Systems)\uc740 29.16%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc801\uc6a9 \ubd84\uc57c\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc720\ud2f8\ub9ac\ud2f0\uac00 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\uc6d0\uc758 \uade0\ud615\uc744 \ub354 \uc798 \ub9de\ucd94\uae30 \uc704\ud574 \ubc30\ud130\ub9ac \uc6a9\ub7c9\uc744 \ub450 \ubc30\ub85c \ub298\ub9ac\ub294 \ub370 \ud798\uc785\uc740 \uac83\uc785\ub2c8\ub2e4. \ub610\ud55c LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ud654\ud559\uc758 \ucc44\ud0dd\uc740 kWh\ub2f9 \uc6a9\ub9e4 \uc0ac\uc6a9\ub7c9\uc744 \uc99d\uac00\uc2dc\ucf1c \uc804\uccb4 \ubb3c\ub7c9 \ud6a8\uacfc\ub97c \uc99d\ud3ed\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n
\uc2a4\ub9c8\ud2b8\ud3f0, \ub178\ud2b8\ubd81 \ubc0f \uae30\ud0c0 \uac00\uc804\uc81c\ud488\uc758 \uc6a9\ub9e4 \uc218\uc694\ub294 \uc548\uc815\ud654\ub418\uc5c8\uc73c\uba70, \uc774\uc81c \uad50\uccb4 \uc8fc\uae30\uc5d0 \ub9de\ucdb0\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubb34\uc815\uc804 \uc804\uc6d0 \uacf5\uae09 \uc7a5\uce58(UPS) \ubc0f \uc804\ub825 \ubc31\uc5c5 \uc2dc\uc2a4\ud15c\uc740 \ub2e4\uc591\ud55c \uae30\ud6c4\uc5d0\uc11c \ucd5c\uc801\uc758 \uc131\ub2a5\uc744 \ubcf4\uc7a5\ud558\uae30 \uc704\ud574 \ud504\ub85c\ud544\ub80c \uce74\ubcf4\ub124\uc774\ud2b8\uc640 \uac19\uc740 \uace0\uc778\ud654\uc810 \ube14\ub80c\ub4dc\ub97c \uc120\ud638\ud569\ub2c8\ub2e4. \uc758\ub8cc \ubc0f \ud56d\uacf5\uc6b0\uc8fc \ubd84\uc57c\uc758 \ud2b9\uc218 \uc751\uc6a9 \ubd84\uc57c\ub294 \ubb3c\ub7c9\uc740 \uc81c\ud55c\uc801\uc774\uc9c0\ub9cc, \uc5c4\uaca9\ud55c \uc790\uaca9 \uc694\uac74\uc73c\ub85c \uc778\ud574 \ud504\ub9ac\ubbf8\uc5c4 \ub9c8\uc9c4\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0b0\uc5c5\uc774 \uace0\uc815\uc2dd \uc800\uc7a5 \uc7a5\uce58 \ubc0f \uc0c1\uc5c5\uc6a9 \ucc28\ub7c9\uc73c\ub85c \ucd08\uc810\uc744 \uc62e\uaca8\uac10\uc5d0 \ub530\ub77c, \ud604\uc7ac\uc758 \uce74\ubcf4\ub124\uc774\ud2b8 \uc6a9\ub9e4\ub294 \uadf8 \uc911\uc694\uc131\uc744 \uc720\uc9c0\ud558\uba70 \uc804\uace0\uccb4 \uae30\uc220\ub85c \uc778\ud55c \uc608\uc0c1\ub418\ub294 \uc2dc\uc7a5 \ud63c\ub780\uc744 \ud6a8\uacfc\uc801\uc73c\ub85c \uc9c0\uc5f0\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n
# \uc9c0\uc5ed \ubd84\uc11d<\/p>\n
\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc804\ud574\uc561 \uc6a9\ub9e4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 83.24%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc785\ub2c8\ub2e4. \uc774\ub294 \uc8fc\ub85c \uc911\uad6d\uc758 \uc804 \uc138\uacc4 \uc140 \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \ub300\ud55c \uc0c1\ub2f9\ud55c \uc9c0\ubd84 \ub54c\ubb38\uc785\ub2c8\ub2e4. CATL\uc740 \uc5ec\ub7ec \uae30\uac00\ud329\ud1a0\ub9ac\ub97c \uc6b4\uc601\ud558\uba70 \uc801\uc2dc \uc0dd\uc0b0(just-in-time) \ucc3d\uad6c\ub97c \uc900\uc218\ud558\uae30 \uc704\ud574 \ub514\uba54\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8\ub97c \ud604\uc9c0\uc5d0\uc11c \uc804\ub7b5\uc801\uc73c\ub85c \uc870\ub2ec\ud569\ub2c8\ub2e4. \ud55c\ud3b8, K-\ubc30\ud130\ub9ac \ub85c\ub4dc\ub9f5\uc5d0 \ub530\ub77c \ud55c\uad6d \uc140 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uad6d\ub0b4 \uacf5\uae09\uc5c5\uccb4\ub85c\ubd80\ud130 \uc870\ub2ec\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uc740 \ucca8\ub2e8 \uc18c\uc7ac \uc5ed\ub7c9\uc744 \uc790\ub791\ud558\uc9c0\ub9cc, USMCA \uaddc\uc815\uc5d0 \ub9de\ucdb0 \ud14c\uc2ac\ub77c\uc640 \ub2db\uc0b0\uc744 \uc704\ud574 \uc0c8\ub85c\uc6b4 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ubd81\ubbf8\ub85c \uc7ac\ubc30\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n
\uc720\ub7fd: 2031\ub144\uae4c\uc9c0 53.46%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc9c0\uc5ed \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. 2030\ub144\uae4c\uc9c0 \uc0c1\ub2f9\ud55c \ud604\uc9c0 \uc140 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ub2ec\uc131\ud558\ub824\ub294 \ubaa9\ud45c\ub85c \uc720\ub7fd \ubc30\ud130\ub9ac \uc5f0\ud569(European Battery Alliance)\uc774 \ucd94\uc9c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub178\uc2a4\ubcfc\ud2b8(Northvolt) \ubc0f \uc624\ud1a0\ubaa8\ud2f0\ube0c \uc140\uc988 \ucef4\ud37c\ub2c8(Automotive Cells Company)\uc640 \uac19\uc740 \uae30\uc5c5\ub4e4\uc740 EU \ubc30\ud130\ub9ac \uaddc\uc815\uc758 \ub0b4\uc7ac \ud0c4\uc18c \uc758\ubb34\ub97c \uc900\uc218\ud558\uae30 \uc704\ud574 \ub3c5\uc77c\uacfc \ud504\ub791\uc2a4\uc5d0 \uc6a9\ub9e4 \uacf5\uae09\ub9dd\uc744 \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud3f4\ub780\ub4dc\uc640 \ud5dd\uac00\ub9ac\ub294 \ub0ae\uc740 \uc6b4\uc601 \ube44\uc6a9\uc744 \uc57d\uc18d\ud558\uba70 2\ucc28 \uc0dd\uc0b0 \uc5c5\uccb4\ub4e4\uc744 \uc720\uce58\ud558\uace0 \uc788\uc9c0\ub9cc, \ub192\uc740 \uc5d0\ub108\uc9c0 \uac00\uaca9 \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n
\ubd81\ubbf8: \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \ucf58\ud150\uce20 \uaddc\uc815\uc5d0 \ud798\uc785\uc5b4 \ube60\ub974\uac8c \ud655\uc7a5\ub418\uace0 \uc788\uc73c\uba70, 2029\ub144\uae4c\uc9c0 \uc644\uc804\ud55c \uaddc\uc815 \uc900\uc218\ub97c \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. BASF\ub294 \uc628\ud0c0\ub9ac\uc624\uc5d0 \ub514\uba54\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8 \uc2dc\uc124\uc744 \uac1c\uc124\ud560 \uacc4\ud68d\uc774\uba70, \ud14c\uc2ac\ub77c\uc758 \ub204\uc5d0\ubcf4 \ub808\uc628(Nuevo Le\u00f3n) \uae30\uac00\ud329\ud1a0\ub9ac\ub294 \uc778\uadfc \ud5cc\uce20\ub9cc(Huntsman) \uc0dd\uc0b0 \uc2dc\uc124\uc5d0\uc11c \uc6a9\ub9e4\ub97c \uc870\ub2ec\ud558\uc5ec \ud604\uc9c0 \uacf5\uae09 \uc0dd\ud0dc\uacc4\ub97c \uac15\ud654\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \uba55\uc2dc\ucf54\uc640 \uce90\ub098\ub2e4\ub294 \ubbf8\uad6d EV \uacf5\uae09\ub9dd\uc5d0 \ubb34\uad00\uc138 \uc811\uadfc\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud55c\ud3b8, \ube0c\ub77c\uc9c8\uacfc \uc544\ub974\ud5e8\ud2f0\ub098\ub294 \uc9c0\uc5ed \ub9ac\ud2ac \uc790\uc6d0\uc744 \ud65c\uc6a9\ud558\uc5ec \uc0c1\ub958 \ud1b5\ud569\uc744 \ubaa8\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub294 \ud604\uc7ac \ubbf8\ubbf8\ud55c \uc5ed\ud560\uc744 \ud558\uc9c0\ub9cc, NEOM\uacfc \uac19\uc740 \uc57c\uc2ec\ucc2c \ud504\ub85c\uc81d\ud2b8\uac00 2030\ub144 \uc800\uc7a5 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud55c\ub2e4\uba74 \uc218\uc694\uac00 \uae09\uc99d\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n
# \uacbd\uc7c1 \ud658\uacbd<\/p>\n
\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc804\ud574\uc561 \uc6a9\ub9e4 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud1b5\ud569\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. BASF\ub294 \uc0c1\ub958 \uba54\ud0c4\uc62c \ubc0f \ud558\ub958 \uc815\uc81c\ub97c \ud1b5\ud569\ud558\uc5ec \ucd5c\ub300 5\ub144 \ub3d9\uc548 \ubb3c\ub7c9\uc744 \uace0\uc815\ud558\ub294 \ubc88\ub4e4 \uacc4\uc57d\uc744 \uc81c\uacf5\ud558\uba70, \ubbf8\uc4f0\ube44\uc2dc \ucf00\ubbf8\uceec\uc740 \uc2e4\ub9ac\ucf58 \uc591\uadf9 \uc140\uc5d0\uc11c \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 10ppm \ubbf8\ub9cc\uc758 \uc218\ubd84 \ub4f1\uae09\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \uc911\uad6d\uc758 \uc2e0\ud765 \uae30\uc5c5\ub4e4\uc740 \ucca8\uac00\uc81c \ub9c8\uc9c4\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 LiPF\u2086\ub85c \ud6c4\ubc29 \ud1b5\ud569\ud558\uace0 \uc788\uc73c\uba70, \uba38\ud06c KGaA(Merck KGaA)\ub294 \ubc18\ub3c4\uccb4 \ub4f1\uae09 \uc815\uc81c \ub178\ud558\uc6b0\ub97c \ud65c\uc6a9\ud558\uc5ec \uc804\uace0\uccb4 \ud558\uc774\ube0c\ub9ac\ub4dc\uc6a9 \ucd08\uace0\uc21c\ub3c4 \uc5d0\ud2f8\ub80c \uce74\ubcf4\ub124\uc774\ud2b8\ub97c \ucd9c\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1 \uac15\ub3c4\ub294 \uc0c1\ud488 \ubb3c\ub7c9\uc5d0\uc11c \uc140 \uc124\uacc4 \uc8fc\uae30 \ub0b4\uc5d0 \uc6a9\ub9e4 \uacf5\uae09\uc5c5\uccb4\ub97c \ud3ec\ud568\uc2dc\ud0a4\ub294 \uacf5\ub3d9 \uac1c\ubc1c \uacc4\uc57d\uc73c\ub85c \uc774\ub3d9\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 OEM\uc758 \uc804\ud658 \ube44\uc6a9\uc744 \ub192\uc774\uace0 \uae30\uc874 \uad00\uacc4\ub97c \uacf5\uace0\ud788 \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n
\uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec \uae30\uc5c5:
\n* Shenzhen Capchem Technology Co. Ltd (CAPCHEM)
\n* Guangzhou Tinci Materials Technology Co., Ltd.
\n* Shandong Shida Shenghua Chemical Group Co. Ltd
\n* Dongwha Electrolyte
\n* Mitsubishi Chemical Corporation<\/p>\n
# \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n
* 2025\ub144 2\uc6d4: UBE \ucf54\ud37c\ub808\uc774\uc158\uc758 \uc790\ud68c\uc0ac\uc778 UBE C1 Chemical America\ub294 \ub8e8\uc774\uc9c0\uc560\ub098\uc5d0 \ub514\uba54\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8(DMC) \ubc0f \uc5d0\ud2f8 \uba54\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8(EMC) \uc0dd\uc0b0 \uacf5\uc7a5\uc744 \uac74\uc124 \uc911\uc785\ub2c8\ub2e4. \uc774 \uacf5\uc7a5\uc740 \uc5f0\uac04 100,000\ud1a4\uc758 DMC\uc640 40,000\ud1a4\uc758 EMC\ub97c \uc0dd\uc0b0\ud560 \uc608\uc815\uc774\uba70, 2026\ub144 7\uc6d4 \uc644\uacf5\ub418\uc5b4 11\uc6d4\uc5d0 \uac00\ub3d9\uc744 \uc2dc\uc791\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub294 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc804\ud574\uc561 \uc6a9\ub9e4 \uc2dc\uc7a5\uc758 \ud575\uc2ec \uc6a9\ub9e4 \uacf5\uae09\uc744 \ub298\ub9b4 \uac83\uc785\ub2c8\ub2e4.
\n* 2024\ub144 12\uc6d4: \uc7a5\uc464 \uc138\uc77c\ubcf4\ud2b8 \uc11d\uc720\ud654\ud559(Jiangsu Sailboat Petrochemical)\uc740 \uc911\uad6d \ub844\uc708\uac15(Lianyungang)\uc5d0 \uc0c8\ub85c\uc6b4 \uce74\ubcf4\ub124\uc774\ud2b8 \uacf5\uc7a5 \uac00\ub3d9\uc744 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uacf5\uc7a5\uc740 \uc544\uc0ac\ud788 \uce74\uc138\uc774(Asahi Kasei)\uc758 \uae30\uc220\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc774\uc0b0\ud654\ud0c4\uc18c(CO2)\ub85c\ubd80\ud130 \uace0\uc21c\ub3c4 \uc5d0\ud2f8\ub80c \uce74\ubcf4\ub124\uc774\ud2b8(EC) \ubc0f \ub514\uba54\ud2f8 \uce74\ubcf4\ub124\uc774\ud2b8(DMC)\ub97c \uc0dd\uc0b0\ud558\uba70, \uc774\ub294 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc804\ud574\uc561 \uc6a9\ub9e4 \uc2dc\uc7a5\uc744 \ud65c\uc131\ud654\ud558\ub294 \ud575\uc2ec \uc6a9\ub9e4\uc785\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-51720","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\/51720"}],"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=51720"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/51720\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=51720"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=51720"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=51720"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}