{"id":58360,"date":"2026-02-26T08:07:32","date_gmt":"2026-02-26T08:07:32","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/vessel-energy-storage-system-market-mordor\/"},"modified":"2026-09-18T06:30:40","modified_gmt":"2026-09-17T21:30:40","slug":"vessel-energy-storage-system-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/vessel-energy-storage-system-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc120\ubc15 ESS \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/global-vessel-energy-storage-system-market-1754407065536-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\/vessel-energy-storage-system-market-size-image-1758183498452.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 \uc5c4\uaca9\ud55c IMO \uc628\uc2e4\uac00\uc2a4 \ubc0f CII \uaddc\uc81c<\/li>\n<li class=\"toc-level-3\">4.2.2 \ub9ac\ud2ac \uc774\uc628 $\/kWh\uc758 \uae09\uaca9\ud55c \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.2.3 \ud558\uc774\ube0c\ub9ac\ub4dc\/\uc644\uc804 \uc804\uae30 \ud398\ub9ac \ud504\ub85c\uadf8\ub7a8 \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud56d\ub9cc \uc804\ub825\ud654 \ubc0f \ucf5c\ub4dc \uc544\uc774\uc5b4\ub2dd \uc778\uc13c\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.5 CII \ubc8c\uae08\uc73c\ub85c \uc778\ud55c \uac1c\uc870 \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.6 ESS ROI\ub97c \uc2e4\ud604\ud558\ub294 \ub514\uc9c0\ud138 \ud2b8\uc708 EMS<\/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 \ub514\uc824 \ubc1c\uc804\uae30 \ub300\ube44 \ub192\uc740 ESS CAPEX<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc120\ub0b4 \ubd80\ud53c-\uc911\ub7c9 \uc81c\uc57d<\/li>\n<li class=\"toc-level-3\">4.3.3 \ud0c4\uc0b0\ub9ac\ud2ac \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.4 \ud574\uc0c1 \ubcf4\ud5d8\uc0ac\uc758 \ud654\uc7ac \uc704\ud5d8 \ubcf4\ud5d8\ub8cc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uacf5\uae09\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ubc30\ud130\ub9ac \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c (BESS)<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc288\ud37c\ucee4\ud328\uc2dc\ud130<\/li>\n<li class=\"toc-level-3\">5.1.3 \ud50c\ub77c\uc774\ud720 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc555\ucd95 \uacf5\uae30 \uc5d0\ub108\uc9c0 \uc800\uc7a5 (CAES)<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc5d0\ub108\uc9c0\uc6d0\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\uc6d0<\/li>\n<li class=\"toc-level-3\">5.2.2 \uae30\uc874 \uc5d0\ub108\uc9c0\uc6d0<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud558\uc774\ube0c\ub9ac\ub4dc \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc5f0\ub8cc \uc804\uc9c0<\/li>\n<li class=\"toc-level-3\">5.2.5 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc124\uce58 \uad6c\uc131\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc2e0\uaddc \uac74\uc870<\/li>\n<li class=\"toc-level-3\">5.3.2 \uac1c\uc870<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc120\ubc15 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ud654\ubb3c\uc120<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc5ec\uac1d\uc120<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud574\uad70 \ud568\uc815<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc5b4\uc120<\/li>\n<li class=\"toc-level-3\">5.4.5 \ud574\uc591 \uc9c0\uc6d0 \uc120\ubc15<\/li>\n<li class=\"toc-level-3\">5.4.6 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc801\uc6a9 \ubd84\uc57c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubcf4\uc870 \ub3d9\ub825 \uc7a5\uce58<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc8fc \ucd94\uc9c4 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.5.3 \ube44\uc0c1 \uc804\uc6d0 \uacf5\uae09<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ud1b5\ud569<\/li>\n<li class=\"toc-level-3\">5.5.5 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\ub825 \uc2dc\uc2a4\ud15c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.6.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.6.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.6.2.5 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.6.2.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.6.2.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.6.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.6.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.6.5.3 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.5.4 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.6.5.5 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 (M&amp;A, \ud30c\ud2b8\ub108\uc2ed, PPA)<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d (\uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728)<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Corvus Energy<\/li>\n<li class=\"toc-level-3\">6.4.2 Wartsila Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 ABB Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 Siemens Energy<\/li>\n<li class=\"toc-level-3\">6.4.5 Leclanche SA<\/li>\n<li class=\"toc-level-3\">6.4.6 Rolls-Royce Power Systems<\/li>\n<li class=\"toc-level-3\">6.4.7 Samsung SDI<\/li>\n<li class=\"toc-level-3\">6.4.8 Saft (TotalEnergies)<\/li>\n<li class=\"toc-level-3\">6.4.9 EST-Floattech<\/li>\n<li class=\"toc-level-3\">6.4.10 Shift Clean Energy<\/li>\n<li class=\"toc-level-3\">6.4.11 CATL<\/li>\n<li class=\"toc-level-3\">6.4.12 BYD Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 LG Energy Solution<\/li>\n<li class=\"toc-level-3\">6.4.14 Akasol AG (BorgWarner)<\/li>\n<li class=\"toc-level-3\">6.4.15 Skeleton Technologies<\/li>\n<li class=\"toc-level-3\">6.4.16 Victron Energy<\/li>\n<li class=\"toc-level-3\">6.4.17 MAN Energy Solutions<\/li>\n<li class=\"toc-level-3\">6.4.18 XALT Energy<\/li>\n<li class=\"toc-level-3\">6.4.19 Eco Marine Power<\/li>\n<li class=\"toc-level-3\">6.4.20 Toshiba Corporation<\/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>\uc120\ubc15 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \uc2dc\uc7a5 \uac1c\uc694 (2025-2030)<\/p>\n<p>\uc120\ubc15 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(Vessel Energy Storage System, VESS) \uc2dc\uc7a5\uc740 2025\ub144 22.5\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 53.6\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2025-2030) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 18.98%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae09\uaca9\ud55c \uc131\uc7a5\uc740 \uad6d\uc81c\ud574\uc0ac\uae30\uad6c(IMO)\uc758 \uc628\uc2e4\uac00\uc2a4 \uaddc\uc81c \uac15\ud654, \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d, \uadf8\ub9ac\uace0 \ub514\uc9c0\ud138 \uc5d0\ub108\uc9c0 \uad00\ub9ac \ud50c\ub7ab\ud3fc\uc758 \ube60\ub978 \ub3c4\uc785\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   IMO GHG \ubc0f CII \uaddc\uc81c \uac15\ud654: IMO\uc758 2024\ub144 \ud0c4\uc18c \uc911\ub9bd \ud504\ub808\uc784\uc6cc\ud06c\ub294 \ube44\ud6a8\uc728\uc801\uc778 \uc120\ubc15\uc5d0 \ub300\ud55c \ud56d\ub9cc \uc811\uadfc\uc744 \uc81c\ud55c\ud558\uace0 \ubcf4\ud5d8\ub8cc\ub97c \uc778\uc0c1\ud558\uc5ec, \uc120\uc8fc\ub4e4\uc5d0\uac8c \uaddc\uc81c \uc900\uc218\ub97c \ud544\uc218\uc801\uc778 \ube44\uc6a9\uc73c\ub85c \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4. FuelEU Maritime\uc740 2025\ub144\ubd80\ud130 EU \uc218\uc5ed \ub0b4 5,000 GT \uc774\uc0c1 \uc120\ubc15\uc5d0 \uc7ac\uc0dd \uc5f0\ub8cc \uc0ac\uc6a9\uc744 \uc758\ubb34\ud654\ud558\uc5ec \ub9c8\uc9c4\uc744 \ub354\uc6b1 \uc555\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc740 \uc6b4\ud56d \ubd80\ud558\ub97c \uc804\ud658\ud558\uace0, \ubbfc\uac10\ud55c \ud56d\ub85c\uc5d0\uc11c \ud53c\ud06c \ubc30\ucd9c\ub7c9\uc744 \uc904\uc774\uba70, \uc120\ud638\ud558\ub294 \uc6a9\uc120\ub8cc\ub97c \ud655\ubcf4\ud558\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<br \/>\n*   \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac $\/kWh \uae09\ub77d: \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc758 \uaddc\ubaa8\uc758 \uacbd\uc81c\uc5d0 \ud798\uc785\uc5b4 \ud574\uc591 \ub4f1\uae09 \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \ubc30\ud130\ub9ac \ud329 \uac00\uaca9\uc774 \ub514\uc824 \ubc1c\uc804\uae30\uc640 \uacbd\uc7c1\ud560 \uc218 \uc788\ub294 \uc218\uc900\uc73c\ub85c \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uace0\uccb4 \ubc30\ud130\ub9ac \ubc0f \ub098\ud2b8\ub968\uc774\uc628 \ubc30\ud130\ub9ac \ub4f1 \uc2e0\uae30\uc220 \uac1c\ubc1c\uc740 \ub9ac\ud2ac \uac00\uaca9 \ubcc0\ub3d9\uc131 \ub178\ucd9c\uc744 \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud558\uc774\ube0c\ub9ac\ub4dc\/\uc644\uc804 \uc804\uae30 \ud398\ub9ac \ud504\ub85c\uadf8\ub7a8 \uac00\uc18d\ud654: \uc911\uad6d\uc758 \uc288\ud37c\ucee4\ud328\uc2dc\ud130 \ud398\ub9ac, \ub374\ub9c8\ud06c\uc758 \uc5d8\ub80c(Ellen), \ub178\ub974\uc6e8\uc774\uc758 \uad6d\uc601 \uc120\ub2e8 \uc0ac\ub840\ub294 \uc0c1\uc5c5\uc801 \uc2e4\ud604 \uac00\ub2a5\uc131\uc744 \uc785\uc99d\ud558\uba70 \uace0\uc815 \ub178\uc120\uc5d0\uc11c \uc6b4\uc601 \ube44\uc6a9\uc744 \ucd5c\ub300 30% \uc808\uac10\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud45c\uc900\ud654 \ubc0f \uc0c1\ud638 \uc6b4\uc6a9\uc131 \uac1c\uc120\uc740 \ucd08\uae30 \ub3c4\uc785 \uc7a5\ubcbd\uc744 \ud574\uc18c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud56d\ub9cc \uc804\ub825\ud654 \ubc0f \ucf5c\ub4dc \uc544\uc774\uc5b4\ub2dd \uc778\uc13c\ud2f0\ube0c: \uce98\ub9ac\ud3ec\ub2c8\uc544, \ub85c\ud14c\ub974\ub2f4, \uc2f1\uac00\ud3ec\ub974 \ub4f1 \uc8fc\uc694 \ud56d\ub9cc\uc740 \uc815\ubc15 \uc911 \ubc1c\uc804\uae30 \uc0ac\uc6a9\uc744 \uc911\ub2e8\ud558\ub294 \uc120\ubc15\uc5d0 \uc778\uc13c\ud2f0\ube0c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uace0\uc6a9\ub7c9 \ubc30\ud130\ub9ac\ub97c \uc7a5\ucc29\ud55c \uc120\ubc15\uc740 \uadf8\ub9ac\ub4dc \uc11c\ube44\uc2a4 \uc218\uc775\uc744 \ucc3d\ucd9c\ud558\uace0, \ube44\uc218\uae30 \uc694\uae08\uc73c\ub85c \ucda9\uc804\ud558\uba70, \uc815\uc804 \uc2dc \uc721\uc0c1\uc5d0 \ube44\uc0c1 \uc804\ub825\uc744 \uacf5\uae09\ud558\ub294 \ub4f1 \uc0c1\uc5c5\uc801 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   CII \ubc8c\uae08\uc73c\ub85c \uc778\ud55c \uac1c\uc870 \uc218\uc694: \ud0c4\uc18c \uac15\ub3c4 \uc9c0\uc218(CII) \ubc8c\uae08 \ubd80\uacfc\uac00 \uc2e0\uc870\uc120 \uc778\ub3c4\ubcf4\ub2e4 \ube60\ub974\uac8c \uc9c4\ud589\ub418\uba74\uc11c \uae30\uc874 \uc120\ubc15\uc758 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \uac1c\uc870 \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub514\uc9c0\ud138 \ud2b8\uc708 EMS\ub97c \ud1b5\ud55c ESS ROI \ud655\ubcf4: \ub514\uc9c0\ud138 \uc5d0\ub108\uc9c0 \uad00\ub9ac \uc2dc\uc2a4\ud15c(EMS)\uc740 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc758 \ud22c\uc790 \uc218\uc775\ub960(ROI)\uc744 \uadf9\ub300\ud654\ud558\uc5ec \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \ub514\uc824 \ubc1c\uc804\uae30 \ub300\ube44 \ub192\uc740 ESS CAPEX: \uc644\uc804\ud55c \ud574\uc591 \ubc30\ud130\ub9ac \uc2dc\uc2a4\ud15c\uc740 MW\ub2f9 \uc57d 175,000\ub2ec\ub7ec\uc758 \ud22c\uc790\ub97c \uc694\uad6c\ud558\uc5ec \ud604\uae08 \ud750\ub984\uc774 \ube60\ub4ef\ud55c \uc6b4\uc601\uc790\uc5d0\uac8c \ubd80\ub2f4\uc774 \ub429\ub2c8\ub2e4.<br \/>\n*   \uc120\ubc15 \ub0b4 \ubd80\ud53c-\uc911\ub7c9 \uc81c\uc57d: \ubc30\ud130\ub9ac \uc2dc\uc2a4\ud15c\uc758 \ubd80\ud53c\uc640 \ubb34\uac8c\ub294 \uc120\ubc15 \uc124\uacc4 \ubc0f \uc801\uc7ac \uacf5\uac04\uc5d0 \uc81c\uc57d\uc744 \uac00\ud569\ub2c8\ub2e4.<br \/>\n*   \ud0c4\uc0b0\ub9ac\ud2ac \uac00\uaca9 \ubcc0\ub3d9\uc131: \ub9ac\ud2ac \uac00\uaca9\uc758 \ubcc0\ub3d9\uc131\uc740 \ubc30\ud130\ub9ac \uc2dc\uc2a4\ud15c\uc758 \ube44\uc6a9 \uc548\uc815\uc131\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   \ud574\uc591 \ubcf4\ud5d8\uc0ac\uc758 \ud654\uc7ac \uc704\ud5d8 \ubcf4\ud5d8\ub8cc: \ub9ac\ud2ac \ubc30\ud130\ub9ac \ud654\uc7ac \uc0ac\uace0\ub294 \ubcf4\ud5d8\ub8cc \uc778\uc0c1\uc73c\ub85c \uc774\uc5b4\uc838 \uc6b4\uc601 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc548\uc804\ud55c LFP \ud654\ud559 \uae30\uc220\uacfc \uc5c4\uaca9\ud55c \ud615\uc2dd \uc2b9\uc778\uc73c\ub85c \ubcf4\ud5d8\ub8cc\uac00 \uc810\ucc28 \uc548\uc815\ud654\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>3. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d (Segment Analysis)<\/p>\n<p>*   \uc720\ud615\ubcc4: \ubc30\ud130\ub9ac \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(BESS)\uc774 2024\ub144 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 78.3%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uc73c\uba70, 2030\ub144\uae4c\uc9c0 21.5%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc758 \ud559\uc2b5 \uace1\uc120\uacfc \uace0\ubc00\ub3c4, \uc800\ud654\uc7ac \uc704\ud5d8\uc758 \uace0\uccb4 \ubc30\ud130\ub9ac \uac1c\ubc1c\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. \uc288\ud37c\ucee4\ud328\uc2dc\ud130\ub294 \ucd08\uace0\uc18d \ucda9\ubc29\uc804 \ud398\ub9ac \ub178\uc120\uc5d0\uc11c, \ud50c\ub77c\uc774\ud720\uc740 \ud574\uad70 \ud384\uc2a4 \uc804\ub825 \ubd84\uc57c\uc5d0\uc11c \uac15\uc810\uc744 \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \uc5d0\ub108\uc9c0\uc6d0\ubcc4: \ud558\uc774\ube0c\ub9ac\ub4dc \uad6c\uc131\uc774 2024\ub144 \uc804\uccb4 \ub9e4\ucd9c\uc758 54.8%\ub97c \ucc28\uc9c0\ud558\uba70, \ubc30\ud130\ub9ac\uc640 \ub514\uc824 \ub610\ub294 LNG \uc5d4\uc9c4\uc744 \uacb0\ud569\ud558\uc5ec \ucd94\uc9c4 \uc704\ud5d8\uc744 \ubd84\uc0b0\ud558\uace0 \uaddc\uc81c \uc900\uc218\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uc5f0\ub8cc\uc804\uc9c0 \uc194\ub8e8\uc158\uc740 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 35.7%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc218\uc18c \ubc99\ucee4\ub9c1 \uc778\ud504\ub77c \ud655\uc0b0\uc5d0 \ud798\uc785\uc5b4 \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc124\uce58 \uad6c\uc131\ubcc4: \uc2e0\uc870\uc120 \ud504\ub85c\uc81d\ud2b8\uac00 2024\ub144 \ubc30\uce58\ub7c9\uc758 81.9%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uac1c\uc870(Retrofit) \ud504\ub85c\uadf8\ub7a8\uc740 23.6%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 CII \ubc8c\uae08 \ubd80\uacfc\uac00 \uc2e0\uc870\uc120 \uc778\ub3c4\ubcf4\ub2e4 \ube60\ub974\uac8c \uc9c4\ud589\ub418\uae30 \ub54c\ubb38\uc774\uba70, \ucee8\ud14c\uc774\ub108\ud615 \ubc30\ud130\ub9ac \ud314\ub808\ud2b8 \ub3c4\uc785\uc73c\ub85c \uac1c\uc870 \uc791\uc5c5 \uc2dc\uac04\uc774 \ub2e8\ucd95\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc120\ubc15 \uc720\ud615\ubcc4: \uc5ec\uac1d\uc120\uc774 2024\ub144 \ub9e4\ucd9c\uc758 38.6%\ub97c \ucc28\uc9c0\ud558\uba70, \uc870\uc6a9\ud55c \uc6b4\ud56d, \ub0ae\uc740 \uc9c4\ub3d9, \ud56d\ub9cc \ubc30\ucd9c \uc778\uc13c\ud2f0\ube0c\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud574\uad70 \ud568\uc815\uc740 2030\ub144\uae4c\uc9c0 22.2%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud558\uba70, \uc7a0\uc218\ud568 \ubc0f \uc218\uc0c1 \uc804\ud22c\ud568\uc758 \uc740\ubc00\ud55c \ud56d\ud574 \ub2a5\ub825\uc744 \ucd94\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   \uc801\uc6a9 \ubd84\uc57c\ubcc4: \uc8fc \ucd94\uc9c4 \uc2dc\uc2a4\ud15c\uc774 2024\ub144 \ud22c\uc790\uc758 53.0%\ub97c \ucc28\uc9c0\ud558\uba70, \ub2e8\uac70\ub9ac \ud574\uc0c1 \uc6b4\uc1a1\uc5d0\uc11c \uc644\uc804 \ub610\ub294 \ubd80\ubd84 \uc804\uae30 \uad6c\ub3d9\uc73c\ub85c\uc758 \uc804\ud658\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\ub825 \uc2dc\uc2a4\ud15c\uc740 21.0%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba70, \ubcc0\ud654\ud558\ub294 \uc9c0\uc5ed \uaddc\uc81c\uc5d0 \ub300\ud55c \uc6b4\uc601 \uc720\uc5f0\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>4. \uc9c0\uc5ed \ubd84\uc11d (Geography Analysis)<\/p>\n<p>*   \ubd81\ubbf8: 2024\ub144 \ub9e4\ucd9c\uc758 34.5%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \ubbf8 \ud574\uad70\uc758 LOC-NESS \ud504\ub85c\uadf8\ub7a8\uacfc \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 \ucf5c\ub4dc \uc544\uc774\uc5b4\ub2dd \uaddc\uc81c\uac00 \uc131\uc7a5\uc744 \uacac\uc778\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: FuelEU Maritime\uc758 \uc7ac\uc0dd \uc5f0\ub8cc \uae30\uc900\uacfc \ub178\ub974\uc6e8\uc774\uc758 \uc644\uc804 \uc804\uae30 \ud398\ub9ac \ub124\ud2b8\uc6cc\ud06c \ub355\ubd84\uc5d0 \uac15\ub825\ud55c \uc2dc\uc7a5 \uc0dd\ud0dc\uacc4\ub97c \uad6c\ucd95\ud588\uc2b5\ub2c8\ub2e4. \ub85c\ud14c\ub974\ub2f4\uc758 \ud558\uc774\ube0c\ub9ac\ub4dc \uc608\uc778\uc120 \ubc0f \ubc1c\ud2b8\ud574\uc758 \uc0bc\uc911 \uc5f0\ub8cc \ud06c\ub8e8\uc988 \uac1c\ub150\uc774 \uae30\uc220 \ud655\uc0b0\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 24.8%\uc758 \uac00\uc7a5 \uac00\ud30c\ub978 CAGR\uc744 \uae30\ub85d\ud558\uba70 \uc131\uc7a5\uc138\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 \ubc30\ud130\ub9ac \ube44\uc6a9 \uacbd\uc7c1\ub825\uacfc \ud55c\uad6d\uc758 \ud574\uad70 \uacc4\uc57d\uc774 \uc8fc\uc694 \ub3d9\ub825\uc785\ub2c8\ub2e4. \uc77c\ubcf8 PowerX\uc758 \ubc30\ud130\ub9ac \ud0f1\ucee4 \uac1c\ub150\uacfc \uc778\ub3c4\ub124\uc2dc\uc544, \ud544\ub9ac\ud540\uc758 \ubb34\ubc30\ucd9c \uc12c \uac04 \ud398\ub9ac \ubcf4\uc870\uae08\uc740 \uc0c1\ub2f9\ud55c \ud558\uc704 \uc2dc\uc7a5 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd (Competitive Landscape)<\/p>\n<p>\uc120\ubc15 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud30c\ud3b8\ud654\ub41c \uad6c\uc870\ub97c \ubcf4\uc774\uba70, \uc0c1\uc704 5\uac1c \uc5c5\uccb4\uac00 \uc124\uce58 \uc6a9\ub7c9\uc758 \uc57d 32%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. ABB, W\u00e4rtsil\u00e4, Siemens Energy, Corvus\uc640 \uac19\uc740 \uae30\uc5c5\ub4e4\uc740 \ud134\ud0a4 \ucd94\uc9c4 \uc2dc\uc2a4\ud15c\uc744 \uc81c\uacf5\ud558\uba70, Samsung SDI, CATL, BYD, LGES\ub294 \ud574\uc591 \ud2b9\ud654 \uc548\uc804 \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \ubc30\ud130\ub9ac \uc140\uc744 \uacf5\uae09\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \uc804\ub7b5\uc740 \ub2e8\uc21c\ud55c \uc140 \uac00\uaca9 \uacbd\uc7c1\uc744 \ub118\uc5b4 \ud1b5\ud569 \uc548\uc804, \uc0ac\uc774\ubc84 \ubcf4\uc548 EMS \uc18c\ud504\ud2b8\uc6e8\uc5b4, \uadf8\ub9ac\uace0 \uc218\uba85 \uc8fc\uae30 \ubcf4\uc99d\uc73c\ub85c \uc9c4\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. DNV, ABS, Lloyd\u2019s\uc640 \uac19\uc740 \uc120\uae09 \ud611\ud68c\uc758 \uc2b9\uc778\uc740 \uad6d\uc81c \uc785\ucc30\uc758 \ud544\uc218 \uc870\uac74\uc774 \ub418\uace0 \uc788\uc73c\uba70, \uac00\uc2a4 \uc548\uc804 \uc124\uacc4 \ub610\ub294 \uad70\uc6a9 \ub4f1\uae09 \uc804\ud30c \ubc29\uc9c0 \uc7a5\ubcbd\uc5d0 \uc870\uae30 \ud22c\uc790\ud558\ub294 \uae30\uc5c5\ub4e4\uc740 \ud504\ub9ac\ubbf8\uc5c4 \ub9c8\uc9c4\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5 (Recent Industry Developments)<\/p>\n<p>*   2025\ub144 6\uc6d4: AYK Energy \ud574\uc591 \ubc30\ud130\ub9ac \uc2dc\uc2a4\ud15c\uc774 DNV\ub85c\ubd80\ud130 \uac80\uc99d\uc744 \ubc1b\uc544 \uc2dc\uc7a5 \uc2e0\ub8b0\ub3c4\ub97c \ub192\uc600\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: \uc0bc\uc131SDI\uc640 \ud55c\ud654\uc624\uc158\uc740 2025\ub144 3\ubd84\uae30\uc5d0 \ud55c\uad6d \ud574\uad70 \uc7a0\uc218\ud568\uc6a9 \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \uc2dc\uc2a4\ud15c \uacf5\ub3d9 \uc2dc\ud5d8 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: DEFORD New Power Co.\ub294 \ub192\uc740 \uc0ac\uc774\ud074 \uc218\uba85\uacfc \ud1b5\ud569 \ubc30\ud130\ub9ac \uad00\ub9ac \uc2dc\uc2a4\ud15c\uc744 \uac16\ucd98 \ud574\uc591\uc6a9 \ub098\ud2b8\ub968\uc774\uc628 \ubc30\ud130\ub9ac \ubaa8\ub378(NA1260, NA1270, NA12100 Pro)\uc744 \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 9\uc6d4: Corvus Energy\ub294 DNV\ub85c\ubd80\ud130 \ubcf8\uc9c8\uc801\uc73c\ub85c \uac00\uc2a4 \uc548\uc804\ud55c \ud574\uc591 \uc5f0\ub8cc\uc804\uc9c0 \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \ud615\uc2dd \uc2b9\uc778\uc744 \ud68d\ub4dd\ud558\uba70 \ud574\uc591 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uae30\uc220\uc758 \uc911\uc694\ud55c \uc9c4\uc804\uc744 \uc774\ub8e8\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 8\uc6d4: NYK\ub294 \uc778\ub3c4\uc5d0\uc11c \uc77c\ubcf8\uc73c\ub85c \uc5f0\uac04 \uc57d 20\ub9cc \ud1a4\uc758 \uadf8\ub9b0 \uc554\ubaa8\ub2c8\uc544\ub97c \ud574\uc0c1 \uc6b4\uc1a1\ud558\ub294 \uae30\ubcf8 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uba70 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc5d0\ub108\uc9c0 \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc758\uc9c0\ub97c \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc2dc\uc7a5 \ub3d9\ud5a5\uacfc \uae30\uc220 \ubc1c\uc804\uc740 \uc120\ubc15 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c \uc2dc\uc7a5\uc758 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc744 \ub4b7\ubc1b\uce68\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc120\ubc15 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5 \uc815\uc758, \uac00\uc815 \ubc0f \ubc94\uc704 \uc124\uc815\uc5d0\uc11c \uc2dc\uc791\ud558\uc5ec, \uc0c1\uc138\ud55c \uc5f0\uad6c \ubc29\ubc95\ub860\uc744 \uae30\ubc18\uc73c\ub85c \uc2dc\uc7a5 \ub3d9\ud5a5, \uc131\uc7a5 \uc608\uce21 \ubc0f \uacbd\uc7c1 \ud658\uacbd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ud658\uacbd:<br \/>\n\uc120\ubc15 ESS \uc2dc\uc7a5\uc740 \ud574\uc0c1 \uc6b4\uc1a1 \uc0b0\uc5c5\uc758 \ud0c8\ud0c4\uc18c\ud654 \ub178\ub825\uacfc \uae30\uc220 \ubc1c\uc804\uc5d0 \ud798\uc785\uc5b4 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825:<br \/>\n    *   IMO(\uad6d\uc81c\ud574\uc0ac\uae30\uad6c)\uc758 \uc5c4\uaca9\ud55c \uc628\uc2e4\uac00\uc2a4(GHG) \ubc0f \ud0c4\uc18c\uc9d1\uc57d\ub3c4\uc9c0\uc218(CII) \uaddc\uc81c \uac15\ud654\ub294 \uc120\ubc15 \uc6b4\uc601\uc0ac\ub4e4\uc774 \uce5c\ud658\uacbd \uc194\ub8e8\uc158 \ub3c4\uc785\uc744 \uac00\uc18d\ud654\ud558\ub294 \ud575\uc2ec \uc694\uc778\uc785\ub2c8\ub2e4.<br \/>\n    *   \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac $\/kWh \uac00\uaca9\uc758 \uae09\uaca9\ud55c \ud558\ub77d\uc740 ESS \ub3c4\uc785 \ube44\uc6a9 \ubd80\ub2f4\uc744 \uc904\uc5ec \uc2dc\uc7a5 \ud655\ub300\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n    *   \ud558\uc774\ube0c\ub9ac\ub4dc\/\uc644\uc804 \uc804\uae30 \ud398\ub9ac \ud504\ub85c\uadf8\ub7a8\uc758 \uac00\uc18d\ud654\ub294 \ud2b9\ud788 \ub2e8\uac70\ub9ac \uc6b4\ud56d \uc120\ubc15\uc5d0\uc11c ESS \ucc44\ud0dd\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ud56d\ub9cc \uc804\ub825\ud654 \ubc0f \ucf5c\ub4dc \uc544\uc774\uc5b4\ub2dd(Cold-ironing) \uc778\uc13c\ud2f0\ube0c\ub294 \uc815\ubc15 \uc911 \uc120\ubc15\uc758 \ubc1c\uc804\uae30 \uc0ac\uc6a9\uc744 \uc904\uc5ec \ub300\uae30 \uc624\uc5fc\uc744 \uc800\uac10\ud558\uace0 ESS\uc758 \ud544\uc694\uc131\uc744 \uc99d\ub300\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n    *   CII \ubc8c\uae08 \ubd80\uacfc\uc5d0 \ub530\ub978 \uae30\uc874 \uc120\ubc15 \uac1c\uc870(Retrofit) \uc218\uc694 \uc99d\uac00\ub294 \uaddc\uc81c \uc900\uc218\ub97c \uc704\ud55c ESS \uc124\uce58\ub97c \ud65c\ubc1c\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<br \/>\n    *   \ub514\uc9c0\ud138 \ud2b8\uc708 \uae30\ubc18 \uc5d0\ub108\uc9c0 \uad00\ub9ac \uc2dc\uc2a4\ud15c(EMS)\uc744 \ud1b5\ud55c ESS ROI(\ud22c\uc790\uc218\uc775\ub960) \ud655\ubcf4\ub294 \ud6a8\uc728\uc801\uc778 \uc6b4\uc601\uc73c\ub85c ESS\uc758 \uacbd\uc81c\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n    *   \ub514\uc824 \ubc1c\uc804\uae30 \ub300\ube44 \ub192\uc740 ESS \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9(CAPEX).<br \/>\n    *   \uc120\ubc15 \ub0b4 \ubd80\ud53c \ubc0f \uc911\ub7c9 \uc81c\uc57d.<br \/>\n    *   \ub9ac\ud2ac \ud0c4\uc0b0\uc5fc \uac00\uaca9 \ubcc0\ub3d9\uc131.<br \/>\n    *   \ud574\uc0c1 \ubcf4\ud5d8\uc0ac\uc758 \ud654\uc7ac \uc704\ud5d8 \ud504\ub9ac\ubbf8\uc5c4 \ubd80\uacfc.<br \/>\n\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uacf5\uae09\ub9dd \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd \ubc0f \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \ud2b9\uc131\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \uc870\uba85\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21:<br \/>\n\uc2dc\uc7a5\uc740 \ub2e4\uc591\ud55c \uae30\uc900\uc5d0 \ub530\ub77c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<br \/>\n*   \uc720\ud615\ubcc4: \ubc30\ud130\ub9ac \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(BESS)\uc774 2024\ub144 \uae30\uc900 78.3%\uc758 \uc810\uc720\uc728\ub85c \uc0c1\uc5c5\uc801 \ucc44\ud0dd\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9 \ud558\ub77d\uacfc \uc131\uc219\ud55c \uc548\uc804 \uc778\uc99d \ub355\ubd84\uc785\ub2c8\ub2e4. \uc288\ud37c\ucee4\ud328\uc2dc\ud130, \ud50c\ub77c\uc774\ud720, \uc555\ucd95 \uacf5\uae30 \uc5d0\ub108\uc9c0 \uc800\uc7a5(CAES) \uc2dc\uc2a4\ud15c \ub4f1\ub3c4 \ud3ec\ud568\ub429\ub2c8\ub2e4.<br \/>\n*   \uc5d0\ub108\uc9c0\uc6d0\ubcc4: \uc7ac\uc0dd \uc5d0\ub108\uc9c0\uc6d0, \uae30\uc874 \uc5d0\ub108\uc9c0\uc6d0, \ud558\uc774\ube0c\ub9ac\ub4dc \uc2dc\uc2a4\ud15c, \uc5f0\ub8cc \uc804\uc9c0 \ub4f1\uc774 \ubd84\uc11d\ub429\ub2c8\ub2e4. \uc5f0\ub8cc \uc804\uc9c0\ub294 35.7%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc73c\ub098, \uc544\uc9c1 \uc218\uc18c \ubc99\ucee4\ub9c1 \ub124\ud2b8\uc6cc\ud06c\uc5d0 \uc758\uc874\ud558\uba70 \ubc30\ud130\ub9ac\uac00 \uc8fc\uc694 \uc5d0\ub108\uc9c0 \ubc84\ud37c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<br \/>\n*   \uc124\uce58 \uad6c\uc131\ubcc4: \uc2e0\uc870\uc120(Newbuild)\uacfc \uae30\uc874 \uc120\ubc15 \uac1c\uc870(Retrofit)\ub85c \ub098\ub258\uba70, \uae30\uc874 \uc120\ubc15 \uac1c\uc870\ub294 \uc989\uac01\uc801\uc778 CII \ubc8c\uae08\uacfc \ubaa8\ub4c8\ud615 \ucee8\ud14c\uc774\ub108\uc2dd \ubc30\ud130\ub9ac \ub799\uc758 \ub4f1\uc7a5\uc73c\ub85c 23.6%\uc758 CAGR\uc744 \uae30\ub85d\ud558\uba70 \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc120\ubc15 \uc720\ud615\ubcc4: \ud654\ubb3c\uc120, \uc5ec\uac1d\uc120, \ud574\uad70 \ud568\uc815, \uc5b4\uc120, \ud574\uc591 \uc9c0\uc6d0\uc120 \ub4f1 \ub2e4\uc591\ud55c \uc120\ubc15 \uc720\ud615\uc5d0 \uac78\uccd0 ESS \uc801\uc6a9\uc774 \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc801\uc6a9 \ubd84\uc57c\ubcc4: \ubcf4\uc870 \ub3d9\ub825 \uc7a5\uce58, \uc8fc \ucd94\uc9c4 \uc2dc\uc2a4\ud15c, \ube44\uc0c1 \uc804\uc6d0 \uacf5\uae09, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ud1b5\ud569, \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\ub825 \uc2dc\uc2a4\ud15c \ub4f1 \uad11\ubc94\uc704\ud55c \ubd84\uc57c\uc5d0\uc11c ESS\uac00 \ud65c\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2030\ub144\uae4c\uc9c0 24.8%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc911\uad6d\uc758 \ud398\ub9ac \uc804\ub825\ud654 \ubc0f \ud55c\uad6d\uc758 \ud574\uad70 \ud504\ub85c\uadf8\ub7a8\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4. \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed \ub610\ud55c \uc0c1\uc138\ud788 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, M&#038;A, \ud30c\ud2b8\ub108\uc2ed \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\uc744 \ubd84\uc11d\ud569\ub2c8\ub2e4. Corvus Energy, Wartsila Corporation, ABB Ltd., Siemens Energy, Samsung SDI, LG Energy Solution, CATL, BYD Co. Ltd. \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud558\uc5ec \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \ubc0f \ucd5c\uc2e0 \uac1c\ubc1c \uc0ac\ud56d\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ud56d\ub9cc \uc804\ub825\ud654 \uc758\ubb34\ud654\ub294 \ubc1c\uc804\uae30 \uac00\ub3d9\uc744 \uc911\ub2e8\ud560 \uc218 \uc788\ub294 \uc120\ubc15\uc5d0 \ubcf4\uc0c1\uc744 \uc81c\uacf5\ud558\uba70, \uc774\ub294 \ubc30\ucd9c\ub7c9 \uac10\uc18c\uc640 \uadf8\ub9ac\ub4dc \uc11c\ube44\uc2a4 \uc218\uc775 \ucc3d\ucd9c\uc744 \uc704\ud574 \ub300\uaddc\ubaa8 \uc120\ubc15\uc6a9 \ubc30\ud130\ub9ac\ub97c \ud544\uc218\uc801\uc73c\ub85c \ub9cc\ub4ed\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \uc774\ub7ec\ud55c \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(White-space)\uacfc \ubbf8\ucda9\uc871 \uc218\uc694(Unmet-Need)\ub97c \ud3c9\uac00\ud558\uc5ec \ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c\ub97c \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-58360","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\/58360"}],"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=58360"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/58360\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=58360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=58360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=58360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}