{"id":52677,"date":"2026-02-23T05:34:54","date_gmt":"2026-02-23T05:34:54","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/cobalt-sulphate-market-mordor\/"},"modified":"2026-09-04T00:02:07","modified_gmt":"2026-09-03T15:02:07","slug":"cobalt-sulphate-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/cobalt-sulphate-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud669\uc0b0\ucf54\ubc1c\ud2b8 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/cobalt-sulphate-market-1754026217332-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\/cobalt-sulphate-market-size-image-1754026271172.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 \uae09\uc99d\ud558\ub294 EV \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac \uc218\uc694 (NMC\/NCA)<\/li>\n<li class=\"toc-level-3\">4.2.2 \uadf8\ub9ac\ub4dc \uaddc\ubaa8 LFP+LMFP \uc800\uc7a5 \uc804\ud658\uc5d0 \ucf54\ubc1c\ud2b8\uac00 \ud48d\ubd80\ud55c \uc548\uc815\uc81c \ucca8\uac00\uc81c \ud544\uc694<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc11c\uad6c \uacf5\uae09\ub9dd \ud604\uc9c0\ud654 \ubcf4\uc870\uae08 (IRA, EU CRM \ubc95\uc548)<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc800\uac00 CoSO\u2084 \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub9ac\ub294 \ub2c8\ucf08 \ubd80\uc0b0\ubb3c \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.5 CoSO\u2084 \uc5b5\uc81c\uc81c\ub97c \uc0ac\uc6a9\ud558\ub294 AI \uc11c\ubc84 \uc5f4 \uad00\ub9ac \uc720\uccb4<\/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 \ucf54\ubc1c\ud2b8 \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \uacf5\uae09\ub9dd \uc9d1\uc911<\/li>\n<li class=\"toc-level-3\">4.3.2 DRC \uc18c\uaddc\ubaa8 \uad11\uc0b0\uc758 ESG \ubc0f \uc778\uad8c \uac10\uc2dc<\/li>\n<li class=\"toc-level-3\">4.3.3 \uae09\uaca9\ud55c \uc591\uadf9\uc7ac \uc808\uac10 \ubc0f LFP \uc810\uc720\uc728 \uc99d\uac00<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ub4f1\uae09\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ubc30\ud130\ub9ac \ub4f1\uae09<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc0b0\uc5c5\uc6a9 \ub4f1\uae09<\/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 \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.2.2 \ucd09\ub9e4<\/li>\n<li class=\"toc-level-3\">5.2.3 \uac74\uc870\uc81c<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc804\uae30 \ub3c4\uae08<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc548\ub8cc \ubc0f \uc5fc\ub8cc<\/li>\n<li class=\"toc-level-3\">5.2.6 \uae30\ud0c0 \uc6a9\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc804\uc790\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud654\ud559<\/li>\n<li class=\"toc-level-3\">5.3.4 \ud398\uc778\ud2b8 \ubc0f \ucf54\ud305<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ud1b5\ud569\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.3.6 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.1.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.4.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728\/\uc21c\uc704 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 American Elements<\/li>\n<li class=\"toc-level-3\">6.4.2 CMOC<\/li>\n<li class=\"toc-level-3\">6.4.3 Cobalt Blue Holdings Limited<\/li>\n<li class=\"toc-level-3\">6.4.4 Electra Battery Materials<\/li>\n<li class=\"toc-level-3\">6.4.5 Eurasian Resources Group<\/li>\n<li class=\"toc-level-3\">6.4.6 Fortum<\/li>\n<li class=\"toc-level-3\">6.4.7 GEM Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 Glencore Plc<\/li>\n<li class=\"toc-level-3\">6.4.9 Huayou Cobalt<\/li>\n<li class=\"toc-level-3\">6.4.10 Jervois<\/li>\n<li class=\"toc-level-3\">6.4.11 Jiangsu Xiongfeng Technology Co., Ltd<\/li>\n<li class=\"toc-level-3\">6.4.12 Jinchuan Group International Resources Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.13 Norilsk Nickel<\/li>\n<li class=\"toc-level-3\">6.4.14 Sherritt International Corporation<\/li>\n<li class=\"toc-level-3\">6.4.15 Sumitomo Metal Mining Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Umicore<\/li>\n<li class=\"toc-level-3\">6.4.17 Vale S.A.<\/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>\ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2030\ub144\uae4c\uc9c0\uc758 \uc804\ub9dd\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \ub4f1\uae09(\ubc30\ud130\ub9ac \ub4f1\uae09, \uc0b0\uc5c5 \ub4f1\uae09), \uc801\uc6a9 \ubd84\uc57c(\ubc30\ud130\ub9ac, \ucd09\ub9e4, \uac74\uc870\uc81c, \uc804\uae30 \ub3c4\uae08, \uc548\ub8cc \ubc0f \uc5fc\ub8cc \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc790\ub3d9\ucc28, \uc804\uc790 \uc81c\ud488, \ud654\ud559, \ud398\uc778\ud2b8 \ubc0f \ucf54\ud305 \ub4f1), \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 \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \ud1b5\uacc4<\/p>\n<p>\ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2025\ub144 16\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ucd94\uc815\ub418\uba70, 2030\ub144\uc5d0\ub294 21\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04(2025-2030\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 5.26%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud560 \uac83\uc774\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \ub4f1\uae09\ubcc4: \ubc30\ud130\ub9ac \ub4f1\uae09 \uc7ac\ub8cc\ub294 2024\ub144 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 75.23%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub838\uace0, 2030\ub144\uae4c\uc9c0 5.68%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc801\uc6a9 \ubd84\uc57c\ubcc4: \ubc30\ud130\ub9ac \ubd80\ubb38\uc740 2024\ub144 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 72.12%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 5.75%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc740 2024\ub144 45.56%\uc758 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ud1b5\ud569\uc5c5\uccb4 \ubd80\ubb38\uc740 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 6.34%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2024\ub144 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 60.44%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 6.12%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>1.  \uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac(NMC\/NCA) \uc218\uc694 \uae09\uc99d: EV \uc591\uadf9\uc7ac\ub294 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8\uc758 \uac00\uc7a5 \ud070 \ub2e8\uc77c \uc218\uc694 \ube14\ub85d\uc744 \ud615\uc131\ud558\uba70, 2023\ub144 \uc804 \uc138\uacc4 \ucf54\ubc1c\ud2b8\uc758 45%\uac00 EV \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \uc0ac\uc6a9\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uad6d\uc81c\uc5d0\ub108\uc9c0\uae30\uad6c(IEA)\ub294 \ud074\ub9b0\ud14c\ud06c \ucf54\ubc1c\ud2b8 \uc218\uc694\uac00 2021\ub144 181kt\uc5d0\uc11c 2040\ub144 454kt\ub85c \uae09\uc99d\ud560 \uac83\uc73c\ub85c \uc608\uce21\ud558\uba70, \ub300\ubd80\ubd84 \ubc30\ud130\ub9ac\uc5d0 \uc0ac\uc6a9\ub420 \uac83\uc785\ub2c8\ub2e4. \uace0\uc5d0\ub108\uc9c0 NMC \ubc0f NCA \ud654\ud559\ubb3c\uc9c8\uc740 \uc5f4 \uc548\uc815\uc131\uacfc \uc7a5\uac70\ub9ac \uc131\ub2a5\uc744 \uc704\ud574 \ucf54\ubc1c\ud2b8\ub97c \uc720\uc9c0\ud558\uba70, \ud504\ub9ac\ubbf8\uc5c4 EV \ube0c\ub79c\ub4dc\ub294 \ucf54\ubc1c\ud2b8 \ud568\ub7c9\uc774 \ub192\uc740 \ud654\ud559\ubb3c\uc9c8\uc744 \uacc4\uc18d \uc6b0\uc120\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n2.  \uadf8\ub9ac\ub4dc \uaddc\ubaa8 LFP+LMFP \uc800\uc7a5 \uc7a5\uce58\uc5d0 \ucf54\ubc1c\ud2b8 \ud568\uc720 \uc548\uc815\uc81c \ucca8\uac00\uc81c \ud544\uc694\uc131 \uc99d\uac00: \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8\uc758 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc740 LFP \uc140 \ud615\uc2dd\uc744 \uc8fc\ub85c \uc0ac\uc6a9\ud558\uc9c0\ub9cc, \ub300\ud615 \ubc30\ud130\ub9ac \ud329\uc740 \uc5f4 \uad00\ub9ac\ub97c \uac1c\uc120\ud558\ub294 \ucca8\uac00\uc81c\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \ucf54\ubc1c\ud2b8 \uae30\ubc18 \uc548\uc815\uc81c\ub294 \ucca0 \uc6a9\ud574\ub97c \uc644\ud654\ud558\uace0 \uc0ac\uc774\ud074 \uc218\uba85\uc744 \uc5f0\uc7a5\ud558\uc5ec \ubc30\ud130\ub9ac \ub4f1\uae09 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8\uc5d0 \ub300\ud55c \ucd94\uac00 \uc218\uc694\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4. \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubcf4\uae09\uc774 \uc2ec\ud654\ub428\uc5d0 \ub530\ub77c \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc5c5\uccb4\ub4e4\uc740 \ucf54\ubc1c\ud2b8\ub97c \uc131\ub2a5 \ub9c8\uc9c4\uc73c\ub85c \uac04\uc8fc\ud558\uc5ec, \uc140 \ud654\ud559\ubb3c\uc9c8\uc774 \uba85\ubaa9\uc0c1 \ucf54\ubc1c\ud2b8 \ud504\ub9ac\ub85c \uc804\ud658\ub418\ub354\ub77c\ub3c4 \uadf8 \uc911\uc694\uc131\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n3.  \uc11c\uad6c \uacf5\uae09\ub9dd \ud604\uc9c0\ud654 \ubcf4\uc870\uae08 (IRA, EU CRM Act): \ubbf8\uad6d \uc7ac\ubb34\ubd80\uc758 \uc139\uc158 45X \uc138\uc561 \uacf5\uc81c\ub294 \uad6d\ub0b4 \ud575\uc2ec \uad11\ubb3c \uac00\uacf5 \ube44\uc6a9\uc758 10%\ub97c \uc9c0\uc6d0\ud558\uc5ec \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \ud504\ub85c\uc81d\ud2b8\uc758 \uacbd\uc81c\uc131\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc720\ub7fd\uc758 \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(Critical Raw Materials Act)\uc740 \ud68c\uc6d0\uad6d\ub4e4\uc774 2030\ub144\uae4c\uc9c0 \ucf54\ubc1c\ud2b8 \ubc0f \uae30\ud0c0 \ubc30\ud130\ub9ac \uae08\uc18d\uc758 \uc815\uc81c \ub2a5\ub825\uc744 \uac1c\ubc1c\ud558\ub3c4\ub85d \uc758\ubb34\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc815\ucc45\ub4e4\uc740 \uc911\uad6d\uc758 \uc815\uc81c \uc9c0\ubc30\ub825\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uafb8\uc900\ud788 \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n4.  \ub2c8\ucf08 \ubd80\uc0b0\ubb3c \ud655\uc7a5\uc73c\ub85c \uc800\ube44\uc6a9 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc0dd\uc0b0\ub7c9 \uc99d\uac00: \uc778\ub3c4\ub124\uc2dc\uc544\uc758 \uace0\uc555\uc0b0\uce68\ucd9c(HPAL) \ub2e8\uc9c0\ub294 \ub2c8\ucf08\uacfc \ucf54\ubc1c\ud2b8\ub97c \ubaa8\ub450 \ud3ec\ud568\ud558\ub294 \ud63c\ud569 \uc218\uc0b0\ud654\ubb3c \uce68\uc804\ubb3c \ud750\ub984\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. Harita Nickel\uc740 HPAL \uc0dd\uc0b0\ub7c9\uc744 47% \uc99d\uac00\uc2dc\ucf1c 75,531\ud1a4\uc744 \uae30\ub85d\ud588\uc73c\uba70, 2024\ub144\uc5d0\ub294 \uc804\ud574 \ucf54\ubc1c\ud2b8 \uc218\ucd9c\uc744 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubd80\uc0b0\ubb3c \ud750\ub984\uc758 \uc99d\uac00\ub294 \ub3c5\ub9bd\ud615 \ucf54\ubc1c\ud2b8 \uad11\uc0b0\ubcf4\ub2e4 \ud55c\uacc4 \uc0dd\uc0b0 \ube44\uc6a9\uc744 \ub0ae\ucdb0 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5\uc5d0 \uac00\uaca9 \uc555\ub825\uc744 \uac00\ud569\ub2c8\ub2e4.<br \/>\n5.  AI \uc11c\ubc84 \uc5f4 \uad00\ub9ac \uc720\uccb4\uc5d0 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc5b5\uc81c\uc81c \uc0ac\uc6a9: AI \uc11c\ubc84\uc758 \uc5f4 \uad00\ub9ac \uc720\uccb4\uc5d0 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc5b5\uc81c\uc81c\uac00 \uc0ac\uc6a9\ub418\ub294 \uac83\uc740 \uc0c8\ub85c\uc6b4 \uc218\uc694 \ucc44\ub110\uc744 \uc5f4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc131\uc7a5 \uc800\ud574 \uc694\uc778 (Restraints)<\/p>\n<p>1.  \ucf54\ubc1c\ud2b8 \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \uacf5\uae09\ub9dd \uc9d1\uc911: 2025\ub144 \ucf69\uace0\ubbfc\uc8fc\uacf5\ud654\uad6d(DRC)\uc758 4\uac1c\uc6d4\uac04 \uc218\ucd9c \uc911\ub2e8\uc740 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uac00\uaca9\uc744 80% \uae09\ub4f1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. DRC\uac00 \ucc44\uad74 \ucf54\ubc1c\ud2b8\uc758 \uc8fc\uc694 \uc0dd\uc0b0\uad6d\uc774\uace0 \uc911\uad6d\uc774 \uc815\uc81c \ubd84\uc57c\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc5d0, \uc774\ub4e4 \uc9c0\uc5ed\uc758 \uc5b4\ub5a4 \ud63c\ub780\ub3c4 \uc804 \uc138\uacc4 \uac00\uaca9\uc5d0 \uc989\uac01\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ub3d9\uc131\uc740 \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4\uc758 \ube44\uc6a9 \ubaa8\ub378\ub9c1\uc744 \ubcf5\uc7a1\ud558\uac8c \ud558\uace0 \uc7a5\uae30 \uc591\uadf9\uc7ac \uacf5\uc7a5 \ud22c\uc790 \uc18d\ub3c4\ub97c \ub2a6\ucda5\ub2c8\ub2e4.<br \/>\n2.  DRC \uc218\uacf5\uc5c5 \uad11\uc0b0\uc758 ESG \ubc0f \uc778\uad8c \ubb38\uc81c: DRC\uc758 \uc218\uacf5\uc5c5 \uad11\uc0b0\uc740 \uc544\ub3d9 \ub178\ub3d9 \ubc0f \ube44\uc548\uc804 \uad00\ud589\uacfc \uac19\uc740 \ubb38\uc81c\ub85c \uc778\ud574 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \uad6c\ub9e4\uc790\uc5d0\uac8c \ud3c9\ud310 \uc704\ud5d8\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. EU \ubc30\ud130\ub9ac \uaddc\uc815\uc740 2027\ub144\uae4c\uc9c0 \uc644\uc804\ud55c \uacf5\uae09\ub9dd \ucd94\uc801\uc131\uc744 \uc758\ubb34\ud654\ud558\uc5ec, \uc778\uc99d\ub41c \ucf54\ubc1c\ud2b8\uc640 \ubbf8\uc778\uc99d \ucf54\ubc1c\ud2b8 \uc2dc\uc7a5\uc744 \ubd84\ub9ac\ud558\uace0 \uaddc\uc815 \uc900\uc218 \ube44\uc6a9\uc744 \ucd94\uac00\ud569\ub2c8\ub2e4.<br \/>\n3.  \uc591\uadf9\uc7ac \uc808\uac10 \ubc0f LFP \uc810\uc720\uc728 \uc99d\uac00: \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ubc30\ud130\ub9ac \uc140\ub2f9 \ucf54\ubc1c\ud2b8 \ud568\ub7c9\uc744 \uc904\uc774\ub824\ub294 \ub178\ub825\uacfc LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ubc30\ud130\ub9ac\uc758 \ucc44\ud0dd \uc99d\uac00\ub294 \uc7a5\uae30\uc801\uc73c\ub85c \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc218\uc694 \uc131\uc7a5\uc744 \uc5b5\uc81c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\ubd84\ud654 \ubd84\uc11d<\/p>\n<p>*   \ub4f1\uae09\ubcc4:<br \/>\n    *   \ubc30\ud130\ub9ac \ub4f1\uae09: 2024\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 75.23%\ub97c \ucc28\uc9c0\ud558\uba70, 2030\ub144\uae4c\uc9c0 5.68%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc758 NMC \ubc0f NCA \uc591\uadf9\uc7ac\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \ubd88\uc21c\ubb3c \uae30\uc900(10ppm \ubbf8\ub9cc)\uc774 \uc774\ub7ec\ud55c \uc9c0\ubc30\ub825\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4.<br \/>\n    *   \uc0b0\uc5c5 \ub4f1\uae09: \ucd09\ub9e4, \uc548\ub8cc, \uc804\uae30 \ub3c4\uae08 \ub4f1\uc5d0 \uc0ac\uc6a9\ub418\uba70, \uc218\uc694\ub294 \uafb8\uc900\ud558\uc9c0\ub9cc \uc21c\ub3c4 \uc694\uad6c \uc0ac\ud56d\uc774 \ub35c \uc5c4\uaca9\ud558\uc5ec \uac00\uaca9\uc740 \uc0c1\ub300\uc801\uc73c\ub85c \ub0ae\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uc81c\uc870 \ubd84\uc57c\uc5d0\uc11c\ub294 7nm \uc774\ud558 \uc778\ud130\ucee4\ub125\ud2b8\uc5d0 \ucf54\ubc1c\ud2b8\ub97c \uc0ac\uc6a9\ud558\uc5ec \ubc30\ud130\ub9ac \uacf5\uc7a5\ubcf4\ub2e4 \ub354 \uc5c4\uaca9\ud55c \uc624\uc5fc \uc81c\uc5b4\uac00 \ud544\uc694\ud558\uba70, \uc774\ub294 \uace0\ubd80\uac00\uac00\uce58 \ud2c8\uc0c8 \uc2dc\uc7a5\uc744 \ud615\uc131\ud569\ub2c8\ub2e4.<br \/>\n*   \uc801\uc6a9 \ubd84\uc57c\ubcc4:<br \/>\n    *   \ubc30\ud130\ub9ac: 2024\ub144 \uc804\uccb4 \uc218\uc694\uc758 72.12%\ub97c \ucc28\uc9c0\ud558\uba70, 2030\ub144\uae4c\uc9c0 5.75%\uc758 CAGR\ub85c \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc785\ub2c8\ub2e4. EV \ucc44\ud0dd \uc99d\uac00\uc640 \uc815\uc9c0\ud615 \uc800\uc7a5 \uc7a5\uce58\uc5d0\uc11c \ucf54\ubc1c\ud2b8 \uc548\uc815\uc81c\uc758 \uc5ed\ud560\uc774 \uc911\uc694\ud569\ub2c8\ub2e4.<br \/>\n    *   \ucd09\ub9e4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc815\uc720 \uacf5\uc7a5\uc758 \uc11d\uc720 \ubc0f \ud654\ud559 \ucc98\ub9ac\ub7c9\uc5d0 \uc758\ud574 \uc218\uc694\uac00 \uacac\uc778\ub429\ub2c8\ub2e4.<br \/>\n    *   \uc804\uae30 \ub3c4\uae08: \uc790\ub3d9\ucc28 \ubc0f \uc804\uc790 \ubd80\ud488 \ub9c8\uac10\uc7ac\uc5d0\uc11c \ucf54\ubc1c\ud2b8\uc758 \uc6b0\uc218\ud55c \uc811\ucc29\ub825 \ub355\ubd84\uc5d0 \uc548\uc815\uc801\uc778 \uc218\uc694\ub97c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n    *   \uc548\ub8cc, \uc5fc\ub8cc \ubc0f \uac74\uc870\uc81c: \ud658\uacbd \uaddc\uc81c\ub85c \uc778\ud574 \uc131\uc219\ud55c \ud2c8\uc0c8 \uc2dc\uc7a5\uc744 \ud615\uc131\ud569\ub2c8\ub2e4.<br \/>\n    *   AI \uc11c\ubc84 \ub0c9\uac01 \uc720\uccb4: \ucf54\ubc1c\ud2b8\uc758 \ubd80\uc2dd \uc800\ud56d\uc131\uc744 \ud65c\uc6a9\ud558\ub294 \uc0c8\ub85c\uc6b4 \ub9c8\uc774\ud06c\ub85c \uc138\uadf8\uba3c\ud2b8\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4:<br \/>\n    *   \uc790\ub3d9\ucc28: 2024\ub144 45.56%\uc758 \uc810\uc720\uc728\ub85c \uc18c\ube44\ub97c \uc8fc\ub3c4\ud558\uba70, EV \ud310\ub9e4 \uc131\uc7a5\uacfc \ud504\ub9ac\ubbf8\uc5c4 \ubd80\ubb38\uc5d0\uc11c \ucf54\ubc1c\ud2b8 \ud568\uc720 \uc591\uadf9\uc7ac\uc758 \uc9c0\uc18d\uc801\uc778 \uc0ac\uc6a9\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<br \/>\n    *   \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ud1b5\ud569\uc5c5\uccb4: \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc758\ubb34, \uadf8\ub9ac\ub4dc \uc720\uc5f0\uc131 \uc694\uad6c, \uc720\ub9ac\ud55c \uade0\ub4f1\ud654 \ubc1c\uc804 \ube44\uc6a9 \uace1\uc120\uc5d0 \ud798\uc785\uc5b4 6.34%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n    *   \uc804\uc790 \uc81c\ud488: \uc131\uc219\ud558\uc9c0\ub9cc \uc548\uc815\uc801\uc778 \ubd80\ubb38\uc785\ub2c8\ub2e4.<br \/>\n    *   \ud654\ud559 \ubc0f \ud398\uc778\ud2b8\/\ucf54\ud305: \uac70\uc2dc \uc0b0\uc5c5 \uc8fc\uae30\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4.<br \/>\n    *   \uae30\ud0c0: \ud56d\uacf5\uc6b0\uc8fc \ud569\uae08 \ubc0f \uc790\uc131 \uc7ac\ub8cc\ub97c \ud3ec\ud568\ud558\uba70, \ud2b9\uc218 \uc131\ub2a5 \uae30\uc900 \ub355\ubd84\uc5d0 \uac00\uaca9 \ud0c4\ub825\uc131\uc774 \ub192\uc544 \uc790\ub3d9\ucc28 \uc870\ub2ec\uc774 \uc644\ud654\ub420 \ub54c \uc2dc\uc7a5\uc744 \uc644\ucda9\ud558\ub294 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2024\ub144 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5 \uc810\uc720\uc728 60.44%\ub97c \uc720\uc9c0\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 6.12%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc804 \uc138\uacc4 \uc815\uc81c \ub2a5\ub825\uc5d0\uc11c \uc9c0\ubc30\uc801\uc778 \uc5ed\ud560\uc744 \ud558\uba70 \uc9c0\uc5ed \uacf5\uae09 \uc548\ubcf4\ub97c \uac15\ud654\ud569\ub2c8\ub2e4. \uc778\ub3c4\ub124\uc2dc\uc544\ub294 43\uac1c\uc758 HPAL \uacf5\uc7a5\uc744 \ud1b5\ud574 \uc800\ube44\uc6a9 \ud63c\ud569 \uc218\uc0b0\ud654\ubb3c\uc744 \uacf5\uae09\ud558\uba70, \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \ucca8\ub2e8 \ubc30\ud130\ub9ac \uc140 \uc81c\uc870 \uae30\uc9c0\ub97c \ud1b5\ud574 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \uc218\uc694\ub97c \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \uc139\uc158 45X \uc138\uc561 \uacf5\uc81c, \uc8fc \uc778\uc13c\ud2f0\ube0c, \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc774 \uacb0\ud569\ub418\uc5b4 \uc131\uc7a5\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. Nth Cycle\uc758 \uc624\ud558\uc774\uc624 \uacf5\uc7a5\uc740 \uad6d\ub0b4 \uc815\uc81c\ub97c \uc8fc\ub3c4\ud558\uba70, \uce90\ub098\ub2e4 \ud504\ub85c\uc81d\ud2b8\ub294 \ud1b5\ud569 \uc591\uadf9\uc7ac \ub77c\uc778\uc5d0 \uc6d0\ub8cc\ub97c \uacf5\uae09\ud569\ub2c8\ub2e4. ESG \uc778\uc99d\uc744 \ubc1b\uc740 \ubd81\ubbf8 \ucf54\ubc1c\ud2b8\ub294 \ube44\uc6a9 \uaca9\ucc28\ub97c \uc0c1\uc1c4\ud558\ub294 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ud615\uc131\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: EU \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95\uacfc \uc0c8\ub85c\uc6b4 \ubc30\ud130\ub9ac \uaddc\uc815\uc774 \uacf5\uae09 \uc548\ubcf4\uc640 \uc21c\ud658 \uacbd\uc81c \ubaa9\ud45c\ub97c \uacb0\ud569\ud558\uba74\uc11c \uc815\ucc45 \uc8fc\ub3c4\uc801\uc778 \uada4\uc801\uc744 \ubcf4\uc785\ub2c8\ub2e4. \ud540\ub780\ub4dc\uc758 \ub9e4\uc7a5\ub7c9\uacfc \uae30\uc874 \uc815\uc720 \uacf5\uc7a5\uc740 \uc804\ub7b5\uc801 \uae30\ubc18\uc744 \uc81c\uacf5\ud558\uba70, 2040\ub144\uae4c\uc9c0 \uc218\uc694\uc758 51%\ub97c \ucda9\uc871\ud560 \uc218 \uc788\ub294 \uc7ac\ud65c\uc6a9 \ubaa9\ud45c\ub85c \uac15\ud654\ub429\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74, \ub0a8\ubbf8: DRC\uc758 \uc5c5\uc2a4\ud2b8\ub9bc \uc9c0\ubc30\ub825\uc5d0 \ud798\uc785\uc5b4 \uc911\uc694\ud55c \uc6d0\uc790\uc7ac \uacf5\uae09\uc790 \uc5ed\ud560\uc744 \ud558\uc9c0\ub9cc, \ub300\uaddc\ubaa8 \uc815\uc81c \ub2a5\ub825\uc740 \ubd80\uc871\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\ub85c \ud1b5\ud569\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. CMOC\ub294 2023\ub144 \uc0dd\uc0b0\ub7c9\uc774 172% \uae09\uc99d\ud558\uba70 Glencore\ub97c \uc81c\uce58\uace0 \ucd5c\uace0 \uc0dd\uc0b0\uc790\ub85c \ubd80\uc0c1\ud558\uc5ec \uc800\ube44\uc6a9 \ucf54\ubc1c\ud2b8\ub97c \uc2dc\uc7a5\uc5d0 \uacf5\uae09\ud588\uc2b5\ub2c8\ub2e4. 2023\ub144 \ud3c9\uade0 \uac00\uaca9\uc774 2016\ub144 \uc774\ud6c4 \ucd5c\uc800\uce58\uc778 \ud30c\uc6b4\ub4dc\ub2f9 15.10\ub2ec\ub7ec\ub85c \ud558\ub77d\ud558\uba74\uc11c \uc0dd\uc0b0\uc790\ub4e4\uc740 \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \uac15\uc870\ud558\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4. CMOC \ubc0f Huayou\uc640 \uac19\uc774 \ud604\uc7a5 \uc815\uc81c \uc2dc\uc124\uc744 \uac16\ucd98 \ud1b5\ud569 \uad11\uc5c5 \ud68c\uc0ac\ub4e4\uc740 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \ud65c\uc6a9\ud558\uc5ec \uc18c\uaddc\ubaa8 \uacbd\uc7c1\uc5c5\uccb4\ub97c \uc555\ubc15\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc11c\uad6c \uae30\uc5c5\ub4e4\uc740 \uc6d0\uc0b0\uc9c0, \uc7ac\ud65c\uc6a9 \ubc0f \uae30\uc220\uc744 \ud1b5\ud574 \ucc28\ubcc4\ud654\ub97c \ucd94\uad6c\ud569\ub2c8\ub2e4. Glencore\uc640 General Motors\uc758 \ub2e4\ub144\uac04 \uacc4\uc57d\uc740 \ubbf8\uad6d \uc591\uadf9\uc7ac \uacf5\uc7a5\uc5d0 \ucc45\uc784\uac10 \uc788\uac8c \uc870\ub2ec\ub41c \ucf54\ubc1c\ud2b8\ub97c \ud655\ubcf4\ud558\uba70 ESG \uc900\uc218\uc758 \uc911\uc694\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. KoBold Metals\uc640 \uac19\uc740 \uae30\uc220 \ud601\uc2e0 \uae30\uc5c5\uc740 AI\ub97c \uc0ac\uc6a9\ud558\uc5ec \uace0\ud488\uc704 \uad11\uc0c1\uc744 \ub354 \ube60\ub974\uac8c \ucc3e\uc544\ub0b4\uace0, Xerion\uc758 \ub3c5\uc810\uc801\uc778 \uc804\ud574 \uc815\uc81c \uae30\uc220\uc740 \ucd08\uace0\uc21c\ub3c4 \ud2c8\uc0c8 \uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud22c\uc790 \ud328\ud134\uc740 \uc591\ubd84\ub429\ub2c8\ub2e4. \uc911\uad6d \uae30\uc5c5\ub4e4\uc740 \uc815\ucc45 \uc9c0\uc6d0\uc744 \ud65c\uc6a9\ud558\uae30 \uc704\ud574 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ub450 \ubc30\ub85c \ub298\ub9ac\ub294 \ubc18\uba74, \uc11c\uad6c \uc2e0\uc0dd \uae30\uc5c5\ub4e4\uc740 \uc9c4\ud589\uc744 \uc704\ud574 \uc815\ubd80 \ubcf4\uc870\uae08\uc774\ub098 \uad6c\ub9e4 \ubcf4\uc99d\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uc7ac\ud65c\uc6a9 \uc804\ubb38 \uae30\uc5c5\uacfc \ube14\ub85d\uccb4\uc778 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub294 \ucc44\uad74 \uacf5\uae09 \uc8fc\uae30\uc640 \ubb34\uad00\ud558\uac8c \ub9c8\uc9c4 \ud0c4\ub825\uc131\uc744 \uc57d\uc18d\ud558\ub294 \ubbf8\uac1c\ucc99 \uae30\ud68c\ub97c \uc810\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790: Umicore, Jinchuan Group International Resources Co. Ltd, Huayou Cobalt, CMOC, Glencore Plc. (\uc21c\uc11c\ub294 \ubb34\uc791\uc704)<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 4\uc6d4: Cobalt Blue Holdings Limited\ub294 \uc11c\ud638\uc8fc Kwinana Cobalt Refinery(KCR) \uac1c\ubc1c\uc744 \uc704\ud574 Iwatani Australia Pty Limited\uc640 \uad6c\uc18d\ub825 \uc788\ub294 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4. KCR\uc740 \ud638\uc8fc \ucd5c\ucd08\uc758 \ucf54\ubc1c\ud2b8 \uc815\uc720 \uacf5\uc7a5\uc73c\ub85c, \ucd08\uae30 \uc5f0\uac04 3,000\ud1a4\uc758 \ubc30\ud130\ub9ac \ub4f1\uae09 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \ub610\ub294 \uae08\uc18d \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac16\ucd9c \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: Cobalt Blue Holdings Limited\ub294 Kwinana Cobalt Refinery\uc5d0 \uc218\uc0b0\ud654\ucf54\ubc1c\ud2b8 \uc6d0\ub8cc\ub97c \uacf5\uae09\ud558\uae30 \uc704\ud574 Glencore\uc640 \ud30c\ud2b8\ub108\uc2ed\uc744 \ub9fa\uc5c8\uc2b5\ub2c8\ub2e4. Glencore\ub294 \uc0c1\uc5c5 \uc6b4\uc601 \uc2dc\uc791 \ud6c4 3\ub144 \ub3d9\uc548 KCR \uc6d0\ub8cc \uc218\uc694\uc758 \ucd5c\ub300 50%\ub97c \ucda9\uc871\ud560 \uc608\uc815\uc774\uba70, \uc774\ub294 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5\uc744 \uac15\ud654\ud560 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n<p>\ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5 \ub3d9\ud5a5, \uc131\uc7a5 \ub3d9\ub825, \uc81c\uc57d \uc694\uc778, \uc8fc\uc694 \ubd80\ubb38\ubcc4 \uc804\ub9dd \ubc0f \uacbd\uc7c1 \ud658\uacbd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<br \/>\n2025\ub144 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 16\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.26%\ub97c \uae30\ub85d\ud558\uba70 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc774 \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \ub3d9\uc778<br \/>\n*   \uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac \uc218\uc694 \uc99d\uac00: NMC(\ub2c8\ucf08-\ub9dd\uac04-\ucf54\ubc1c\ud2b8) \ubc0f NCA(\ub2c8\ucf08-\ucf54\ubc1c\ud2b8-\uc54c\ub8e8\ubbf8\ub284) \uc591\uadf9\uc7ac \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS)\uc758 \ucf54\ubc1c\ud2b8 \ud568\uc720 \uc548\uc815\uc81c \ud544\uc694\uc131: LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ubc0f LMFP(\ub9ac\ud2ac\ub9dd\uac04\uc778\uc0b0\ucca0) \uae30\ubc18 ESS\uc758 \uc548\uc815\uc131 \ud5a5\uc0c1\uc744 \uc704\ud574 \ucf54\ubc1c\ud2b8\uac00 \ud48d\ubd80\ud55c \uc548\uc815\uc81c \ucca8\uac00\uc81c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc11c\ubc29 \uad6d\uac00\uc758 \uacf5\uae09\ub9dd \ud604\uc9c0\ud654 \uc815\ucc45: \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ubc0f \uc720\ub7fd\uc5f0\ud569 \ud575\uc2ec \uc6d0\uc790\uc7ac\ubc95(EU CRM Act)\uacfc \uac19\uc740 \uc815\ucc45\ub4e4\uc774 \ud604\uc9c0 \uc815\uc81c \ud504\ub85c\uc81d\ud2b8\ub97c \uc7a5\ub824\ud558\uba70 \uc911\uad6d \uc2dc\uc124\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uc810\uc9c4\uc801\uc73c\ub85c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub2c8\ucf08 \ubd80\uc0b0\ubb3c \uc0dd\uc0b0 \ud655\ub300: \ub2c8\ucf08 \uc0dd\uc0b0 \uacfc\uc815\uc5d0\uc11c \ubd80\uc0b0\ubb3c\ub85c \uc800\ube44\uc6a9 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc0dd\uc0b0\ub7c9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI \uc11c\ubc84 \uc5f4 \uad00\ub9ac \uc720\uccb4: AI \uc11c\ubc84\uc758 \uc5f4 \uad00\ub9ac \uc720\uccb4\uc5d0 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uae30\ubc18 \uc5b5\uc81c\uc81c\uac00 \ud65c\uc6a9\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n*   \ucf54\ubc1c\ud2b8 \uac00\uaca9 \ubcc0\ub3d9\uc131 \ubc0f \uacf5\uae09\ub9dd \uc9d1\uc911: \ucf69\uace0\ubbfc\uc8fc\uacf5\ud654\uad6d(DRC) \ubc0f \uc911\uad6d\uc5d0 \uc9d1\uc911\ub41c \uacf5\uae09\ub9dd\uc73c\ub85c \uc778\ud574 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc774 \ud06c\uace0 \uc870\ub2ec\uc5d0 \uc5b4\ub824\uc6c0\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   ESG \ubc0f \uc778\uad8c \ubb38\uc81c: DRC\uc758 \uc218\uacf5\uc5c5 \ucc44\uad74 \uad11\uc0b0\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870(ESG) \ubc0f \uc778\uad8c \ubb38\uc81c\uc5d0 \ub300\ud55c \uac10\uc2dc\uac00 \uac15\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc591\uadf9\uc7ac \ucf54\ubc1c\ud2b8 \uc0ac\uc6a9\ub7c9 \uc808\uac10 \ubc0f LFP \ube44\uc911 \uc99d\uac00: \uc591\uadf9\uc7ac\uc5d0\uc11c \ucf54\ubc1c\ud2b8 \uc0ac\uc6a9\ub7c9\uc744 \uc904\uc774\ub824\ub294 \ub178\ub825\uacfc LFP \ubc30\ud130\ub9ac\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728 \uc99d\uac00\uac00 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uc218\uc694\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc8fc\uc694 \ubd80\ubb38\ubcc4 \ubd84\uc11d<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158: \ubc30\ud130\ub9ac \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 2024\ub144 \uae30\uc900 72.12%\uc758 \uc810\uc720\uc728\ub85c \uc218\uc694\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 EV \uc591\uadf9\uc7ac \ubc0f \uadf8\ub9ac\ub4dc \uc2a4\ud1a0\ub9ac\uc9c0 \uc218\uc694\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. \ucd09\ub9e4, \uac74\uc870\uc81c, \uc804\uae30 \ub3c4\uae08, \uc548\ub8cc \ubc0f \uc5fc\ub8cc \ub4f1 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ub3c4 \uc2dc\uc7a5\uc744 \uad6c\uc131\ud569\ub2c8\ub2e4.<br \/>\n*   \ub4f1\uae09: \ubc30\ud130\ub9ac \ub4f1\uae09 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uac00 \uc591\uadf9\uc7ac \uc548\uc815\uc131\uc744 \uc704\ud574 10ppm \ubbf8\ub9cc\uc758 \ubd88\uc21c\ubb3c \uc218\uc900\uc744 \uc694\uad6c\ud558\ubbc0\ub85c \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \ud615\uc131\ud569\ub2c8\ub2e4. \uc0b0\uc5c5 \ub4f1\uae09\ub3c4 \uc911\uc694\ud55c \ube44\uc911\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5: \uc790\ub3d9\ucc28, \uc804\uc790\uc81c\ud488, \ud654\ud559, \ud398\uc778\ud2b8 \ubc0f \ucf54\ud305, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \ud1b5\ud569\uc5c5\uccb4 \ub4f1\uc774 \uc8fc\uc694 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc804 \uc138\uacc4 \uc218\uc694\uc758 60.44%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc73c\uba70, 6.12%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \ud2b9\ud788 \uc911\uad6d, \uc77c\ubcf8, \uc778\ub3c4, \ud55c\uad6d \ub4f1\uc774 \uc8fc\uc694 \uad6d\uac00\uc785\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704 \ubd84\uc11d\uc744 \ud3ec\ud568\ud55c \uacbd\uc7c1 \ud658\uacbd\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4. American Elements, CMOC, Glencore Plc, Huayou Cobalt, Umicore, Vale S.A. \ub4f1 \uc8fc\uc694 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<br \/>\n\ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c\ub85c\ub294 \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc6d0\ub8cc\uc758 \uc218\uc775\ud654, \ucc45\uc784 \uc788\ub294 \uc18c\uc2f1\uc744 \uc704\ud55c \ube14\ub85d\uccb4\uc778 \ucd94\uc801\uc131 \uc194\ub8e8\uc158 \uac1c\ubc1c \ub4f1\uc774 \uc81c\uc2dc\ub429\ub2c8\ub2e4.<\/p>\n<p>7. \uc8fc\uc694 \uc704\ud5d8<br \/>\nDRC \ubc0f \uc911\uad6d\uc758 \uacf5\uae09 \uc9d1\uc911\uc73c\ub85c \uc778\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc131\uacfc ESG \uac10\uc2dc\ub294 \ucf54\ubc1c\ud2b8 \uc124\ud398\uc774\ud2b8 \uad6c\ub9e4\uc790\ub4e4\uc774 \uc9c1\uba74\ud55c \uc8fc\uc694 \uc870\ub2ec \uacfc\uc81c\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-52677","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\/52677"}],"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=52677"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/52677\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=52677"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=52677"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=52677"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}