{"id":58492,"date":"2026-02-26T09:35:55","date_gmt":"2026-02-26T09:35:55","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/ev-battery-reuse-market-mordor\/"},"modified":"2026-09-18T09:28:07","modified_gmt":"2026-09-18T00:28:07","slug":"ev-battery-reuse-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/ev-battery-reuse-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc7ac\uc0ac\uc6a9 \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\/global-ev-battery-reuse-market-1754479614526-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\/ev-battery-reuse-market-size-image-1758517157855.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 EV \ub4f1\uae09 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9\uc758 \uae09\uaca9\ud55c \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc8fc\ud30c\uc218 \uade0\ud615\uc744 \uc704\ud55c \uadf8\ub9ac\ub4dc \uaddc\ubaa8 ESS \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.3 OEM \uc21c\ud658 \uacbd\uc81c \uc758\ubb34 \ubc0f EPR \uaddc\uc815<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc0c8\ub85c\uc6b4 \uae00\ub85c\ubc8c \uc7ac\uc0ac\uc6a9 \ubc30\ud130\ub9ac \uc778\uc99d \uc81c\ub3c4<\/li>\n<li class=\"toc-level-3\">4.2.5 AI \uae30\ubc18 SoH \ubd84\uc11d\uc744 \ud1b5\ud55c \ud329 \uc218\uc900 \uc7ac\uc0ac\uc6a9 \ud65c\uc131\ud654<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc11c\ube44\uc2a4 \ubd80\uc871 \uc9c0\uc5ed\uc758 \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc \ucc44\ud0dd<\/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 \ud1b5\uc77c\ub41c \uc7ac\uc0ac\uc6a9 \ud45c\uc900 \ubc0f \ud14c\uc2a4\ud2b8 \ud504\ub85c\ud1a0\ucf5c \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc794\uc874 \uac00\uce58 \ubcf4\uc99d \ubc0f \ucc45\uc784 \ubd88\ud655\uc2e4\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \ub192\uc740 \uc5ed\ubb3c\ub958 \ubc0f \uc9c4\ub2e8 \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc7ac\ud65c\uc6a9 \ud329\uc758 \ud654\uc7ac \uc548\uc804 \uc778\uc2dd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \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 \ubc30\ud130\ub9ac \ud654\ud559\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub9ac\ud2ac\uc778\uc0b0\ucca0 (LFP)<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub2c8\ucf08\ub9dd\uac04\ucf54\ubc1c\ud2b8 (NMC)<\/li>\n<li class=\"toc-level-3\">5.1.3 \ub2c8\ucf08\ucf54\ubc1c\ud2b8\uc54c\ub8e8\ubbf8\ub284 (NCA)<\/li>\n<li class=\"toc-level-3\">5.1.4 \ub2c8\ucf08\uc218\uc18c (NiMH)<\/li>\n<li class=\"toc-level-3\">5.1.5 \ub0a9\ucd95\uc804\uc9c0<\/li>\n<li class=\"toc-level-3\">5.1.6 \uc804\uace0\uccb4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uadf8\ub9ac\ub4dc \uaddc\ubaa8 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.2.2 EV \ucda9\uc804 \uc778\ud504\ub77c \ubc84\ud37c\ub9c1<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc0b0\uc5c5 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \ubc31\uc5c5 \uc804\uc6d0<\/li>\n<li class=\"toc-level-3\">5.2.4 \ud1b5\uc2e0 \ud0c0\uc6cc\/\uc6d0\uaca9 BTS<\/li>\n<li class=\"toc-level-3\">5.2.5 \ub3c5\ub9bd\ud615 \ud0dc\uc591\uad11 \ubc0f \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc<\/li>\n<li class=\"toc-level-3\">5.2.6 \ud574\uc591 \ubc0f \uacbd\uc804\ucca0 \ubcf4\uc870 \uc804\uc6d0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc720\ud2f8\ub9ac\ud2f0 \ubc0f IPP<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc0c1\uc5c5 \ubc0f \uc0b0\uc5c5 \uc2dc\uc124<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc8fc\uac70 \ubc0f \ucee4\ubba4\ub2c8\ud2f0 \uc5d0\ub108\uc9c0<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc790\ub3d9\ucc28 OEM \ubc0f \ubaa8\ube4c\ub9ac\ud2f0 \uc81c\uacf5\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.3.5 EPC\/\ud504\ub85c\uc81d\ud2b8 \uac1c\ubc1c\uc5c5\uccb4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.4.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.2.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.4.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.4.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.4.5.4 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.5 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784 (M&amp;A, \ud30c\ud2b8\ub108\uc2ed, PPA)<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d (\uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728)<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Nissan 4R Energy Corp.<\/li>\n<li class=\"toc-level-3\">6.4.2 B2U Storage Solutions<\/li>\n<li class=\"toc-level-3\">6.4.3 Spiers New Technologies (Cox Automotive)<\/li>\n<li class=\"toc-level-3\">6.4.4 BeePlanet Factory<\/li>\n<li class=\"toc-level-3\">6.4.5 Fortum Battery Solutions<\/li>\n<li class=\"toc-level-3\">6.4.6 Volvo Energy<\/li>\n<li class=\"toc-level-3\">6.4.7 Mercedes-Benz Energy<\/li>\n<li class=\"toc-level-3\">6.4.8 Renault Mobilize Power Solutions<\/li>\n<li class=\"toc-level-3\">6.4.9 LG Energy Solution &#8211; \uc138\ucee8\ub4dc \ub77c\uc774\ud504<\/li>\n<li class=\"toc-level-3\">6.4.10 CATL &#8211; \uacc4\uce35\uc801 \uc0ac\uc6a9<\/li>\n<li class=\"toc-level-3\">6.4.11 Hyundai Motor Group &#8211; \ubc30\ud130\ub9ac \uc7ac\uc0ac\uc6a9<\/li>\n<li class=\"toc-level-3\">6.4.12 BYD Co. &#8211; \uc138\ucee8\ub4dc \ub77c\uc774\ud504 ESS<\/li>\n<li class=\"toc-level-3\">6.4.13 TES Sustainable Battery Solutions<\/li>\n<li class=\"toc-level-3\">6.4.14 RePurpose Energy<\/li>\n<li class=\"toc-level-3\">6.4.15 Octillion Power Systems<\/li>\n<li class=\"toc-level-3\">6.4.16 Connected Energy Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.17 Element Energy<\/li>\n<li class=\"toc-level-3\">6.4.18 ECO STOR AS<\/li>\n<li class=\"toc-level-3\">6.4.19 Smartville Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 Redwood Materials &#8211; \uc7ac\uc0ac\uc6a9 \ubd80\ubb38<\/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>EV \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2025-2030)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2030\ub144\uae4c\uc9c0\uc758 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc774 \uc2dc\uc7a5\uc740 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uac00\uaca9 \ud558\ub77d, \uc5c4\uaca9\ud55c \uc0dd\uc0b0\uc790 \ucc45\uc784 \ubc95\uaddc, \uadf8\ub9ac\uace0 \uc9c4\ub2e8 \uae30\uc220\uc758 \ubc1c\uc804\uc73c\ub85c \uc778\ud574 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 32.89%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \uae09\uaca9\ud788 \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, EV \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2025\ub144 17\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 70\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\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 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \ubcf4\uc774\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4. \uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc740 \ud2b9\uc815 \uc21c\uc11c \uc5c6\uc774 Nissan 4R Energy Corp., B2U Storage Solutions, Spiers New Technologies, BeePlanet Factory, Fortum Battery Solutions \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \uc81c\uc57d \uc694\uc778<\/p>\n<p>2.1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   EV\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9\uc758 \uae09\uaca9\ud55c \ud558\ub77d (CAGR\uc5d0 8.20% \uc601\ud5a5): LFP \ubc30\ud130\ub9ac \ud329 \uac00\uaca9\uc740 2024\ub144 kWh\ub2f9 150\ub2ec\ub7ec\uc5d0\uc11c 2025\ub144 100-120\ub2ec\ub7ec\ub85c \ud558\ub77d\ud558\uace0 \uc788\uc73c\uba70, 2026\ub144\uc5d0\ub294 80\ub2ec\ub7ec\uae4c\uc9c0 \ub5a8\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac00\uaca9 \ud558\ub77d\uc740 2\ucc28 \uc218\uba85 \ud329\uc774 70-80%\uc758 \uc6a9\ub7c9\uc744 \uc720\uc9c0\ud558\ubbc0\ub85c, \ud3d0\uae30\ub41c \ubc30\ud130\ub9ac\uc640 \uc2e0\uaddc \ubc30\ud130\ub9ac \uac04\uc758 \uac00\uaca9 \ucc28\uc774\ub97c \ud655\ub300\ud558\uc5ec \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc758 \uacbd\uc81c\uc131\uc744 \ub192\uc785\ub2c8\ub2e4. \uc7ac\ud65c\uc6a9 \uc7ac\ub8cc \ud1b5\ud569\uc740 \uc0dd\uc0b0 \ube44\uc6a9\uc744 \ub354\uc6b1 \uc808\uac10\ud558\uc5ec \uc7ac\ud65c\uc6a9\uc758 \ud655\uc0b0\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<br \/>\n*   \uc8fc\ud30c\uc218 \uade0\ud615\uc744 \uc704\ud55c \ub300\uaddc\ubaa8 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS) \uc218\uc694 \uae09\uc99d (7.80% \uc601\ud5a5): \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ud1b5\ud569\uc774 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \uc720\uc5f0\ud55c \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc758 \ud544\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. Element Energy\uc758 53MWh \ud14d\uc0ac\uc2a4 \ud50c\ub79c\ud2b8\ub294 \uc7ac\ud65c\uc6a9 \ubc30\ud130\ub9ac\uac00 \uc2dc\uc2a4\ud15c CAPEX\ub97c 30-50% \uc808\uac10\ud558\uba74\uc11c \uadf8\ub9ac\ub4dc \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud560 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80(DOE)\uc758 ERA \ud504\ub85c\uadf8\ub7a8\uc740 \ub18d\ucd0c \uccad\uc815 \uc5d0\ub108\uc9c0 \ud504\ub85c\uc81d\ud2b8\uc5d0 10\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\uc6d0\ud558\uba70, \uc774 \uc911 \uc0c1\ub2f9\uc218\uac00 2\ucc28 \uc218\uba85 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc744 \uba85\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   OEM\uc758 \uc21c\ud658 \uacbd\uc81c \uc758\ubb34 \ubc0f \uc0dd\uc0b0\uc790 \ucc45\uc784(EPR) \uaddc\uc81c (6.40% \uc601\ud5a5): EU \ubc30\ud130\ub9ac \uaddc\uc81c 2023\/1542\ub294 \uc0dd\uc0b0\uc790\uc5d0\uac8c 2028\ub144\uae4c\uc9c0 \uacbd\ub7c9 \uc6b4\uc1a1 \ubc30\ud130\ub9ac\uc758 51%\ub97c \uc218\uac70\ud558\uace0, 2031\ub144\uae4c\uc9c0 \ucd5c\uc18c \uc7ac\ud65c\uc6a9 \ud568\ub7c9 \uae30\uc900\uc744 \ud3ec\ud568\ud558\ub3c4\ub85d \uc758\ubb34\ud654\ud569\ub2c8\ub2e4. \ub274\uc800\uc9c0\ub294 \ubbf8\uad6d \ucd5c\ucd08\ub85c EV \ud329\uc5d0 \ub300\ud55c EPR \ubc95\uaddc\ub97c \uc81c\uc815\ud558\uc5ec OEM\uc758 \ud68c\uc218 \ud504\ub85c\uadf8\ub7a8\uc744 \uac15\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. BMW\uc640 SK Tes\uc758 \ud611\ub825\uc740 \ucf54\ubc1c\ud2b8, \ub2c8\ucf08, \ub9ac\ud2ac\uc744 \uc0c8\ub85c\uc6b4 \uc140\uc5d0 \uc7ac\uc8fc\uc785\ud558\ub294 \ud3d0\uc1c4 \ub8e8\ud504 \uc2dc\uc2a4\ud15c\uc744 \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc0c8\ub85c\uc6b4 2\ucc28 \uc218\uba85 \ubc30\ud130\ub9ac \uc778\uc99d \uc81c\ub3c4 (4.10% \uc601\ud5a5): 2024\ub144\uc5d0 \ubc1c\ud589\ub41c IEC 63338\uc740 \uc7ac\ud65c\uc6a9 \uac00\uc774\ub4dc\ub77c\uc778\uc744 \uc124\uc815\ud588\uc73c\uba70, \uc77c\ubcf8 \ubc30\ud130\ub9ac \ud611\ud68c\ub294 \uc548\uc804 \ud45c\uc900\ud654\ub97c \uc704\ud55c \ud504\ub85c\ud1a0\ucf5c\uc744 \ucc44\ud0dd\ud588\uc2b5\ub2c8\ub2e4. 2026\ub144\ubd80\ud130 EU\ub294 2kWh \uc774\uc0c1\uc758 \ud329\uc5d0 \ub300\ud574 \ub514\uc9c0\ud138 \uc5ec\uad8c\uc744 \uc758\ubb34\ud654\ud558\uc5ec \uc790\uc0b0 \ub370\uc774\ud130\ub97c \uc644\uc804\ud788 \ucd94\uc801 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. UL 9540A\/B \ud14c\uc2a4\ud2b8\ub294 \uc5f4 \ud3ed\uc8fc \uc804\ud30c \ubb38\uc81c\ub97c \ud574\uacb0\ud558\uc5ec \uc124\uce58\uc790\uc640 \ubcf4\ud5d8\uc0ac\uc758 \uc2e0\ub8b0\ub97c \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI \uae30\ubc18 SoH(State-of-Health) \ubd84\uc11d \uae30\uc220 \ubc1c\uc804 (3.80% \uc601\ud5a5): AI \uae30\ubc18 \ubc30\ud130\ub9ac \uc0c1\ud0dc \ubd84\uc11d \uae30\uc220\uc740 \ud329 \uc218\uc900\uc758 \uc7ac\ud65c\uc6a9 \uae30\ud68c\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc18c\uc678 \uc9c0\uc5ed\uc758 \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc \ucc44\ud0dd (2.60% \uc601\ud5a5): \uc804 \uc138\uacc4 \ub18d\ucd0c \uc9c0\uc5ed\uc5d0\uc11c \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uba74\uc11c 2\ucc28 \uc218\uba85 \ubc30\ud130\ub9ac \uc218\uc694\uac00 \ub298\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \ud1b5\uc77c\ub41c \uc7ac\ud65c\uc6a9 \ud45c\uc900 \ubc0f \ud14c\uc2a4\ud2b8 \ud504\ub85c\ud1a0\ucf5c \ubd80\uc871 (-4.70% \uc601\ud5a5): \ud30c\ud3b8\ud654\ub41c \uaddc\uc815\uc740 \uae30\uc5c5\ub4e4\uc774 \uc5ec\ub7ec \uc778\uc99d \uc808\ucc28\ub97c \uac70\uccd0\uc57c \ud558\ubbc0\ub85c \uaddc\uc815 \uc900\uc218 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \ub274\uc9c8\ub79c\ub4dc \ubb34\uc5ed \uadf8\ub8f9\uc740 \uad6d\uac00 \uc9c0\uce68\uc758 \ubd80\uc7ac\uac00 \ubcf4\ud5d8\uc0ac\uc758 \uc218\uc6a9\uc744 \ubc29\ud574\ud558\uace0 \ubcf4\uc7a5 \ubc94\uc704\ub97c \uc881\ud78c\ub2e4\uace0 \uc9c0\uc801\ud569\ub2c8\ub2e4. IEC 63338\uc774 \ubcf4\ud3b8\uc801\uc73c\ub85c \ucc44\ud0dd\ub420 \ub54c\uae4c\uc9c0 \uc218\ucd9c\uc5c5\uccb4\ub294 \uad6d\uacbd\uc744 \ub118\uc5b4 \uc774\uc9c8\uc801\uc778 \ud488\uc9c8 \uae30\uc900\uc5d0 \uc9c1\uba74\ud558\uc5ec \uaddc\ubaa8 \ud655\uc7a5\uc5d0 \uc81c\uc57d\uc744 \ubc1b\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc794\uc874 \uac00\uce58 \ubcf4\uc99d \ubc0f \ucc45\uc784 \ubd88\ud655\uc2e4\uc131 (-3.90% \uc601\ud5a5): \ubcf4\ud5d8\uc0ac\ub4e4\uc740 \ubc30\ud130\ub9ac \ud654\uc7ac \uccad\uad6c\uac00 17% \uc99d\uac00\ud588\ub2e4\uace0 \ubcf4\uace0\ud558\uba70, \uc7ac\ud65c\uc6a9 \ud329\uc5d0 \ub300\ud55c \uc815\ucc45 \uc81c\uc678\ub97c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc6b4\uc1a1 \uaddc\uc815\uc740 \uc5c4\uaca9\ud55c UN \ud14c\uc2a4\ud2b8\ub97c \uac15\uc81c\ud558\uc5ec \uc7ac\uc815\ube44 \ube44\uc6a9\uc744 \ub192\uc785\ub2c8\ub2e4. \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 8\ub144, 70% \uc6a9\ub7c9 \ubcf4\uc99d \uae30\uc900\uc740 \uc7ac\ud65c\uc6a9 \uc9d1\uacc4\uc5c5\uccb4\uc5d0 \uc794\uc874 \uac00\uce58 \uc555\ub825\uc744 \uac00\uc911\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \ub192\uc740 \uc5ed\ubb3c\ub958 \ubc0f \uc9c4\ub2e8 \ube44\uc6a9 (-3.20% \uc601\ud5a5): \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \uc678\ub534 \uc9c0\uc5ed\uc5d0\uc11c \ud3d0\ubc30\ud130\ub9ac\uc758 \uc218\uac70 \ubc0f \uc9c4\ub2e8\uc5d0 \ub4dc\ub294 \ub192\uc740 \ube44\uc6a9\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud569\ub2c8\ub2e4.<br \/>\n*   \uc7ac\ud65c\uc6a9 \ubc30\ud130\ub9ac\uc5d0 \ub300\ud55c \ud654\uc7ac \uc548\uc804 \uc778\uc2dd (-2.80% \uc601\ud5a5): \uc120\uc9c4 \uc2dc\uc7a5\uc5d0\uc11c \uc7ac\ud65c\uc6a9 \ubc30\ud130\ub9ac\uc758 \ud654\uc7ac \uc548\uc804\uc5d0 \ub300\ud55c \ubd80\uc815\uc801\uc778 \uc778\uc2dd\uc740 \uc7a5\uae30\uc801\uc778 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p>3. \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>3.1. \ubc30\ud130\ub9ac \ud654\ud559\ubcc4: LFP \ubc30\ud130\ub9ac\uc758 \ube44\uc6a9 \uc6b0\uc704 \ubc0f \ub9ac\ub354\uc2ed<\/p>\n<p>*   LFP \ubc30\ud130\ub9ac: 2024\ub144 EV \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc758 42.1%\ub97c \ucc28\uc9c0\ud558\uba70, \ub0ae\uc740 \ube44\uc6a9, \uc5f4 \uc548\uc815\uc131, \uae34 \uc218\uba85 \uc8fc\uae30 \ub355\ubd84\uc5d0 NMC \ubc0f NCA \ubc30\ud130\ub9ac\ub97c \ub2a5\uac00\ud569\ub2c8\ub2e4. \uc911\uad6d EV \uc0dd\uc0b0\ub7c9 \uae09\uc99d\uc5d0 \ub530\ub77c LFP \uc2dc\uc2a4\ud15c\uc758 \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \ub354\uc6b1 \ucee4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   NCA \ubc30\ud130\ub9ac: \ub192\uc740 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c \ud65c\uc6a9\ud558\uc5ec \ub370\uc774\ud130 \uc13c\ud130 \ubc31\uc5c5 \uc5ed\ud560\uc5d0 \uc801\ud569\ud558\uba70, 2030\ub144\uae4c\uc9c0 36.3%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   NMC \ubc30\ud130\ub9ac: \uae30\uc874 EV \ucc28\ub7c9\uc758 \ubb3c\ub7c9 \ub355\ubd84\uc5d0 \uc5ec\uc804\ud788 \uc0c1\ub2f9\ud55c \uae30\uc5ec\ub97c \ud558\uace0 \uc788\uc73c\ub098, LFP\uc5d0 \ube44\ud574 \uc5f4\ud654\uc728\uc774 \ub192\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\ud0c0: CATL\uc758 99.6% \uc7ac\ub8cc \ud68c\uc218\uc728\uc740 \ud654\ud559 \ubb3c\uc9c8\uc5d0 \uad6c\uc560\ubc1b\uc9c0 \uc54a\ub294 \uc21c\ud658 \uacbd\uc81c \uc7a0\uc7ac\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. 2\ucc28 \uc218\uba85 \ubc30\ud130\ub9ac\ub294 \uc794\uc874 \uc6a9\ub7c9\uc774 75%\ub97c \ucd08\uacfc\ud560 \uacbd\uc6b0 \uc804\uccb4 \ud329 \uc7ac\ubc30\uce58\uac00 \uacbd\uc81c\uc801\uc73c\ub85c \uc720\ub9ac\ud558\uba70, 7~10\ub144\uc758 \ucd94\uac00\uc801\uc778 \uc815\uc9c0\ud615 \uc0ac\uc6a9\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4. \ub0a9\ucd95\uc804\uc9c0 \uc0ac\uc6a9 \uc0ac\ub840\ub294 \uac10\uc18c\ud558\uace0 \uc788\uc73c\uba70, Ni-MH\ub294 OEM\uc774 \ub9ac\ud2ac \ubc0f \ub098\ud2b8\ub968 \ud654\ud559 \ubb3c\uc9c8\ub85c \uc804\ud658\ud568\uc5d0 \ub530\ub77c \uc810\ucc28 \uc0ac\ub77c\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2028\ub144 \uc774\ud6c4\uc5d0\ub294 \uace0\uccb4 \ubc30\ud130\ub9ac\ub3c4 \uc2dc\ud5d8\uc801\uc778 \uc7ac\ud65c\uc6a9 \ud504\ub85c\uadf8\ub7a8\uc5d0 \uc9c4\uc785\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.2. \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \uadf8\ub9ac\ub4dc \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc774 \uc218\uc694\ub97c \uacac\uc778\ud558\uace0, \ucda9\uc804 \uc9c0\uc6d0\uc774 \uac00\uc18d\ud654<\/p>\n<p>*   \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c ESS: 2024\ub144 \ub9e4\ucd9c\uc758 49.8%\ub97c \ucc28\uc9c0\ud558\uba70, \uc8fc\ud30c\uc218 \uade0\ud615 \ubc0f \ud53c\ud06c \uc250\uc774\ube59 \ud504\ub85c\uc81d\ud2b8\ub97c \ud1b5\ud574 \uc911\uac04 \uc218\uc900\uc758 \uc804\ub825 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4. \ucd08\uae30 \uaddc\uc81c \uba85\ud655\uc131\uacfc PPA(\uc804\ub825 \uad6c\ub9e4 \uacc4\uc57d) \uae30\ubc18 \ud604\uae08 \ud750\ub984\uc774 \uc2dc\uc7a5\uc131\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   EV \ucda9\uc804 \uc778\ud504\ub77c \ubc84\ud37c\ub9c1: 37.2%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba70, \ub124\ud2b8\uc6cc\ud06c \uc6b4\uc601\uc790\ub4e4\uc774 \uc5c5\uadf8\ub808\uc774\ub4dc \ube44\uc6a9\uc744 \ud53c\ud558\uace0 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\uc758 \uac04\ud5d0\uc131\uc744 \uc644\ud654\ud558\uae30 \uc704\ud574 \uacc4\ub7c9\uae30 \ud6c4\ub2e8 \uc7a5\uce58\ub97c \ubc30\ud3ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Electrify America\uc758 30MW 2\ucc28 \uc218\uba85 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub294 140\uac1c\uc758 DC \uace0\uc18d \ucda9\uc804\uc18c\uc5d0 \uac78\uccd0 \uc218\uc694 \uc694\uae08\uc744 \ud06c\uac8c \uc808\uac10\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uae30\ud0c0: \uc0b0\uc5c5\uc6a9 \ubc31\uc5c5, \ud1b5\uc2e0 \ud0c0\uc6cc, \ud574\uc591 \ubc31\uc5c5 \ub4f1\uc740 \ucd5c\ub300 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ubcf4\ub2e4\ub294 \ube44\uc6a9 \uc808\uac10\uc744 \uc120\ud638\ud558\uba70 \uae30\ud68c \uc601\uc5ed\uc744 \ub2e4\uac01\ud654\ud569\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc \ubc0f \uc624\ud504\uadf8\ub9ac\ub4dc \ubc30\uce58\ub294 \ub18d\ucd0c \uc804\ub825\ud654 \ubcf4\uc870\uae08 \ubc0f \uae30\uc5c5\uc758 \ud0c4\uc18c \uc911\ub9bd \ubaa9\ud45c\uc640 \ud568\uaed8 \ud655\uc7a5\ub420 \uc900\ube44\uac00 \ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.3. \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: \uc720\ud2f8\ub9ac\ud2f0\uac00 \uc9c0\ubc30\uc801\uc774\uba70, OEM \uc8fc\ub3c4 \uc21c\ud658 \ub8e8\ud504\uac00 \uae09\uc99d<\/p>\n<p>*   \uc720\ud2f8\ub9ac\ud2f0 \ubc0f \ub3c5\ub9bd \uc804\ub825 \uc0dd\uc0b0\uc790(IPP): 2024\ub144 \uc2dc\uc7a5\uc758 44.5%\ub97c \uc810\uc720\ud558\uba70, \uc7ac\ud65c\uc6a9 \ud329\uc744 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ud1b5\ud569\ud558\uc5ec \uac00\ub3d9 \uac00\ub2a5\ud55c \uc6a9\ub7c9 \uaddc\uc815\uc744 \uc900\uc218\ud569\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 OEM: EPR \ubc95\uaddc\uac00 \uc218\uc9c1 \ud1b5\ud569 \ubc0f \uc218\uba85 \uc8fc\uae30 \ucc45\uc784\uc744 \uac15\ud654\ud568\uc5d0 \ub530\ub77c 36.8%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uad6c\ub9e4\uc790 \uadf8\ub8f9\uc785\ub2c8\ub2e4. LG Energy Solution\uacfc Toyota\uc758 Green Metals Battery Innovations JV\ub294 \uc5f0\uac04 13,500\ud1a4\uc758 \ube14\ub799 \ub9e4\uc2a4\ub97c \uc591\uadf9\uc7ac \uc6d0\ub8cc\ub85c \ucc98\ub9ac\ud558\uba70 \uc774\ub7ec\ud55c \ubcc0\ud654\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \uc0c1\uc5c5 \ubc0f \uc0b0\uc5c5 \uc2dc\uc124: \uc218\uc694 \uc694\uae08 \uc808\uac10 \ubc0f \ubc31\uc5c5 \uc548\uc815\uc131\uc744 \ud65c\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uac70\uc6a9: UL 9540B \uc778\uc99d\uc774 \ud5c8\uac00 \ub9c8\ucc30\uc744 \uc904\uc778 \ud6c4 \ud655\uc0b0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   EPC(\uc124\uacc4, \uc870\ub2ec, \uc2dc\uacf5) \uae30\uc5c5: 50kWh \ube4c\ub529 \ube14\ub85d\uc774 O&#038;M\uc744 \ub2e8\uc21c\ud654\ud558\ubbc0\ub85c \ubaa8\ub4c8\ud615 2\ucc28 \uc218\uba85 \ub799\uc744 \uc810\uc810 \ub354 \ub9ce\uc774 \uc120\ud0dd\ud569\ub2c8\ub2e4. Nissan\uc758 \uc77c\ubcf8 Energy Share \ud504\ub85c\uadf8\ub7a8\uc740 \uc591\ubc29\ud5a5 V2G(Vehicle-to-Grid) \uc2dc\uc2a4\ud15c\uc774 \uc8fc\ucc28\ub41c EV\ub97c \uc218\uc775\ud654\ud558\uace0 \uc7ac\ud65c\uc6a9 \uac00\uce58 \uc0ac\uc2ac\uc744 \uac15\ud654\ud558\ub294 \ubc29\ubc95\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>4. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2024\ub144 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 35.7%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 35.9%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc5f0\uac04 58\ub9cc \ud1a4\uc758 \ud3d0\ubc30\ud130\ub9ac\ub97c \ucc98\ub9ac\ud558\uba70 85%\uc758 \ubb3c\ub7c9\uc744 \ucee4\ubc84\ud558\ub294 \uc804\uad6d\uc801\uc778 \uc218\uac70 \ub124\ud2b8\uc6cc\ud06c\ub97c \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. CATL\uc740 2030\ub144\uae4c\uc9c0 3\ub9cc \uac1c\uc758 \ubc30\ud130\ub9ac \uad50\uccb4 \uc2a4\ud14c\uc774\uc158\uc744 \uad6c\ucd95\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4. \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 EU \ud30c\ud2b8\ub108\uc640 \ud611\ub825\ud558\uc5ec \ub514\uc9c0\ud138 \uc5ec\uad8c \ub370\uc774\ud130 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc870\ud654\uc2dc\ud0a4\uace0 \uad6d\uacbd \uac04 \uac70\ub798\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: DOE \uc790\uae08 \uc9c0\uc6d0\uacfc \uc8fc \ucc28\uc6d0\uc758 EPR \uc758\ubb34\ud654\ub85c \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Element Energy\uc758 53MWh \ud14d\uc0ac\uc2a4 \uc2dc\uc124\uc740 \ud3d0\uae30\ub41c \ud329\uc744 \uc0ac\uc6a9\ud55c \ub2e4\uc2dc\uac04 \uadf8\ub9ac\ub4dc \uc11c\ube44\uc2a4\uc758 \uc720\ud6a8\uc131\uc744 \uc785\uc99d\ud558\uc5ec \ud22c\uc790\uc790 \uc2e0\ub8b0\ub97c \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub274\uc800\uc9c0 \ubc95\uaddc\ub294 \uc0dd\uc0b0\uc790 \ucc45\uc784\uc5d0 \ub300\ud55c \ubbf8\uad6d \ub0b4 \uc120\ub840\ub97c \ub9cc\ub4e4\uc5c8\uc73c\uba70, \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 \ubcf4\uc99d \uaddc\uc815\uc740 \uc18c\ube44\uc790 \ubcf4\ud638\ub97c \uac15\ud654\ud569\ub2c8\ub2e4. \uce90\ub098\ub2e4\ub294 \ub300\ub959 \ud68c\uc218 \ud5c8\ube0c\uc640 \uc5f0\uacb0\ub418\uc5b4 \uc788\uc9c0\ub9cc, \ud1b5\uc77c\ub41c \uc5f0\ubc29 \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uc544\uc9c1 \ubbf8\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: EU \ubc30\ud130\ub9ac \uaddc\uc81c\uc758 2026\ub144 \uc5ec\uad8c \uae30\ud55c\uacfc \uc99d\uac00\ud558\ub294 \uc218\uac70 \ud560\ub2f9\ub7c9\uc744 \ud1b5\ud574 \ubc1c\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uc740 BASF-Stena\uc640 \uac19\uc740 \uc7ac\ud65c\uc6a9 \ub3d9\ub9f9\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \ubd81\uc720\ub7fd \ud398\ub9ac \uc804\ub825\ud654 \uc2e4\ud5d8\uc740 \ud574\uc591 2\ucc28 \uc218\uba85 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc601\uad6d\uc740 2026\ub144\uae4c\uc9c0 \uc591\ubc29\ud5a5 \ucda9\uc804 \ubc95\uaddc \ubcc0\uacbd\uc744 \uc900\ube44\ud558\uba70 Nissan LEAF \ubc30\ud130\ub9ac\ub97c \ud65c\uc6a9\ud558\uc5ec \uac00\uc815 \uc5d0\ub108\uc9c0 \ube44\uc6a9\uc744 50% \uc808\uac10\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   \uc2e0\ud765 \uc9c0\uc5ed (LATAM \ubc0f \uc544\ud504\ub9ac\uce74): \uae30\ubd80\uae08\uc73c\ub85c \uc9c0\uc6d0\ub418\ub294 \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc\ub97c \ud1b5\ud574 \ucc44\ud0dd\uc744 \uc2dc\uc791\ud558\uace0 \uc788\uc73c\ub098, \uc5ed\ubb3c\ub958 \ubc0f \uc548\uc804 \uac10\ub3c5\uc744 \uc704\ud55c \uc5ed\ub7c9 \uac15\ud654\uac00 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>EV \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud30c\ud3b8\ud654\ub41c \uad6c\uc870\ub97c \ubcf4\uc774\uba70, \uaddc\ubaa8\uc758 \uacbd\uc81c\uc640 \ucd94\uc801\uc131 \uc694\uad6c \uc0ac\ud56d\uc774 \uac15\ud654\ub428\uc5d0 \ub530\ub77c \ud1b5\ud569\ub418\ub294 \uacbd\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4. Redwood Materials\ub294 \ubbf8\uad6d \ub0b4 \ud3d0\ubc30\ud130\ub9ac \ucc98\ub9ac\ub7c9\uc5d0\uc11c \uc120\ub450\ub97c \ub2ec\ub9ac\uba70 2\ucc28 \uc218\uba85 ESS \ubaa8\ub4c8\ub85c \uc0ac\uc5c5\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc73c\uba70, 2028\ub144\uae4c\uc9c0 \uc21c\uc218 \uc7ac\ud65c\uc6a9 \ub9e4\ucd9c\uc744 \ub118\uc5b4\uc124 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. Element Energy\ub294 \uc720\ud2f8\ub9ac\ud2f0 \ub4f1\uae09 \uc7ac\ubc30\uce58\uc5d0 \ud2b9\ud654\ub418\uc5b4 \uc788\uc73c\uba70, \uc7ac\ud65c\uc6a9 \uc790\uc0b0\uc758 \uc2dc\uc7a5\uc131\uc744 \uc785\uc99d\ud558\ub294 \uc624\ud504\ud14c\uc774\ud06c \uacc4\uc57d\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc21c\ud658 \ub8e8\ud504\ub97c \ub0b4\uc7ac\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. BMW\ub294 \uc720\ub7fd \uc804\uc5ed\uc5d0\uc11c SK Tes\uc640 \ud611\ub825\ud558\uc5ec \uc0c8\ub85c\uc6b4 \uc140\uc744 \uc704\ud55c \uc804\ub7b5 \uae08\uc18d\uc744 \ud68c\uc218\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Toyota\uc640 LG Energy Solution\uc740 \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 \uc870\ub2ec \uaddc\uc815\uc744 \uc900\uc218\ud558\uae30 \uc704\ud574 \ube14\ub799 \ub9e4\uc2a4 \ucc98\ub9ac\uc5d0 \ud611\ub825\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Cling Systems\uc640 Volytica Diagnostics \uac19\uc740 \ub514\uc9c0\ud138 \ud50c\ub7ab\ud3fc \ud601\uc2e0 \uae30\uc5c5\ub4e4\uc740 \ube14\ub85d\uccb4\uc778 \uae30\ubc18\uc758 \ucd9c\ucc98 \ucd94\uc801\uc744 \ud1b5\ud574 \uae00\ub85c\ubc8c \uac70\ub798\ub97c \ucd09\uc9c4\ud558\uba70, AI \uae30\ubc18 \ubc30\ud130\ub9ac \uc0c1\ud0dc \ud3c9\uac00\ub97c \uc81c\uacf5\ud558\uc5ec \ubcf4\uc99d \uc81c\ud488\uc758 \uae30\ubc18\uc744 \ub9c8\ub828\ud569\ub2c8\ub2e4. Circunomics \ubc0f Voltfang\uacfc \uac19\uc740 \uc2a4\ud0c0\ud2b8\uc5c5\ub4e4\uc740 \ubca4\ucc98 \uce90\ud53c\ud0c8 \ud22c\uc790\ub97c \uc720\uce58\ud558\uba70 \uc18c\ud504\ud2b8\uc6e8\uc5b4-\ud558\ub4dc\uc6e8\uc5b4 \uc2dc\ub108\uc9c0\uc758 \uac00\ub2a5\uc131\uc744 \ubcf4\uc5ec\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \uc6b0\uc704\ub294 \ubc30\ud130\ub9ac \uc0c1\ud0dc(SoH) \ubd84\uc11d, \uc790\ub3d9\ud654\ub41c \ud329 \uc218\uc900 \ub4f1\uae09 \ubd84\ub958, \uc774\uc885 \ud654\ud559 \ubb3c\uc9c8\uc744 \ud5c8\uc6a9\ud558\ub294 \ubaa8\ub4c8\ud615 \ub799 \uc124\uacc4\uc5d0 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4. \ud654\uc7ac \uc644\ud654 \uae30\uc220 \ubc0f \ubcf4\ud5d8 \uc778\uc218 \ud30c\ud2b8\ub108\uc2ed\uc740 \uc720\ud2f8\ub9ac\ud2f0 \uc870\ub2ec \ud30c\uc774\ud504\ub77c\uc778 \uac00\uc18d\ud654\uc758 \ud575\uc2ec \uc694\uc18c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uc8fc\uc694 \uc0b0\uc5c5 \ubc1c\uc804<\/p>\n<p>*   2025\ub144 7\uc6d4: GM\uc740 Redwood Materials\uc640 \ud611\ub825\ud558\uc5ec \uc7ac\ud65c\uc6a9 \ubc0f \uc2e0\uaddc \ud329\uc73c\ub85c ESS \uc7a5\uce58\ub97c \uad6c\ucd95\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: LG Energy Solution\uacfc Toyota\ub294 \uc5f0\uac04 13,500\ud1a4\uc758 \ube14\ub799 \ub9e4\uc2a4 \ucc98\ub9ac \ub2a5\ub825\uc744 \ubaa9\ud45c\ub85c Green Metals Battery Innovations JV\ub97c \ucd9c\ubc94\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: Nissan LEAF \ud329\uc774 \ub85c\ub9c8 \ud53c\uc6b0\ubbf8\uce58\ub178 \uacf5\ud56d\uc758 \uc911\uc694 \uc778\ud504\ub77c \uc804\ub825 \uacf5\uae09\uc744 \uc704\ud574 \uc7ac\ud65c\uc6a9\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: Voltfang\uc740 \ub3c5\uc77c\uc5d0\uc11c \uadf8\ub9ac\ub4dc \uade0\ud615\uc744 \uc704\ud55c \ub300\uaddc\ubaa8 2\ucc28 \uc218\uba85 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc744 \uc124\uce58\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc2dc\uc7a5 \ub3d9\ud5a5\uacfc \ubc1c\uc804\uc740 EV \ubc30\ud130\ub9ac \uc7ac\ud65c\uc6a9 \uc2dc\uc7a5\uc774 \uc9c0\uc18d\uc801\uc73c\ub85c \uc131\uc7a5\ud558\uace0 \ud601\uc2e0\ud560 \uac83\uc784\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac \uc7ac\uc0ac\uc6a9 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c \uac00\uc815, \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \ubc94\uc704 \ubc0f \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud558\uba70, \uc2dc\uc7a5 \uac1c\uc694, \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \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 \uc804\ubc18\uc801\uc778 \uc0c1\ud669\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uae00\ub85c\ubc8c EV \ubc30\ud130\ub9ac \uc7ac\uc0ac\uc6a9 \uc2dc\uc7a5\uc740 2025\ub144\uae4c\uc9c0 16\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 32.89%\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \u25b2\uc804\uae30\ucc28\uc6a9 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \ube44\uc6a9\uc758 \uae09\uaca9\ud55c \ud558\ub77d \u25b2\uc8fc\ud30c\uc218 \uade0\ud615\uc744 \uc704\ud55c \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS) \uc218\uc694 \uae09\uc99d \u25b2OEM\uc758 \uc21c\ud658 \uacbd\uc81c \uc758\ubb34 \ubc0f \uc0dd\uc0b0\uc790 \ucc45\uc784 \uc7ac\ud65c\uc6a9(EPR) \uaddc\uc81c \uac15\ud654 \u25b2\uc0c8\ub85c\uc6b4 \uae00\ub85c\ubc8c \uc7ac\uc0ac\uc6a9 \ubc30\ud130\ub9ac \uc778\uc99d \uc81c\ub3c4 \ub4f1\uc7a5 \u25b2AI \uae30\ubc18 SoH(State-of-Health) \ubd84\uc11d\uc744 \ud1b5\ud55c \ud329 \ub2e8\uc704 \uc7ac\uc0ac\uc6a9 \ud65c\uc131\ud654 \u25b2\uc11c\ube44\uc2a4 \uc18c\uc678 \uc9c0\uc5ed\uc758 \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc \ucc44\ud0dd \uc99d\uac00 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub3d9\uc778\ub4e4\uc740 \uc7ac\uc0ac\uc6a9 \ubc30\ud130\ub9ac\uc758 \uacbd\uc81c\uc131\uacfc \ud658\uacbd\uc801 \uac00\uce58\ub97c \ub192\uc5ec \uc2dc\uc7a5 \ud655\ub300\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \u25b2\ud1b5\ud569\ub41c \uc7ac\uc0ac\uc6a9 \ud45c\uc900 \ubc0f \ud14c\uc2a4\ud2b8 \ud504\ub85c\ud1a0\ucf5c \ubd80\uc871 \u25b2\uc794\uc874 \uac00\uce58 \ubcf4\uc99d \ubc0f \ucc45\uc784\uc5d0 \ub300\ud55c \ubd88\ud655\uc2e4\uc131 \u25b2\ub192\uc740 \uc5ed\ubb3c\ub958 \ubc0f \uc9c4\ub2e8 \ube44\uc6a9 \u25b2\uc7ac\ud65c\uc6a9 \ud329\uc758 \ud654\uc7ac \uc548\uc804\uc131\uc5d0 \ub300\ud55c \ubd80\uc815\uc801 \uc778\uc2dd \ub4f1\uc774 \uc9c0\uc801\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc81c\uc57d \uc694\uc778\ub4e4\uc740 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc5d0\uac8c \uae30\uc220\uc801, \uc81c\ub3c4\uc801 \ud574\uacb0 \uacfc\uc81c\ub97c \uc81c\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc751\uc6a9 \ubd84\uc57c\ubcc4\ub85c\ub294 \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS)\uc774 2025\ub144 \uc7ac\ud65c\uc6a9 \ubc30\ud130\ub9ac \uc218\uc775\uc758 \uac70\uc758 \uc808\ubc18\uc744 \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc804\ub825 \ud68c\uc0ac\ub4e4\uc740 \uc0c8\ub85c\uc6b4 \ubc30\ud130\ub9ac \ub300\ube44 30-50%\uc758 \uc790\ubcf8 \uc808\uac10 \ud6a8\uacfc\ub97c \uc5bb\uc73c\uba74\uc11c\ub3c4 \uc8fc\ud30c\uc218 \uade0\ud615 \ubc0f \ud53c\ud06c \uc250\uc774\ube59 \uc131\ub2a5 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud560 \uc218 \uc788\uc5b4 \uc7ac\uc0ac\uc6a9 \ud329\uc744 \uc120\ud638\ud569\ub2c8\ub2e4. \uc774 \uc678\uc5d0\ub3c4 \uc804\uae30\ucc28 \ucda9\uc804 \uc778\ud504\ub77c \ubc84\ud37c\ub9c1, \uc0b0\uc5c5 \ubc0f \ub370\uc774\ud130 \uc13c\ud130 \ubc31\uc5c5 \uc804\uc6d0, \ud1b5\uc2e0 \ud0c0\uc6cc\/\uc6d0\uaca9 BTS, \ub3c5\ub9bd\ud615 \ud0dc\uc591\uad11 \ubc0f \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc, \ud574\uc591 \ubc0f \uacbd\uc804\ucca0 \ubcf4\uc870 \uc804\uc6d0 \ub4f1\uc774 \uc8fc\uc694 \uc751\uc6a9 \ubd84\uc57c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \ub2e4\uc591\ud55c \uae30\uc900\uc5d0 \ub530\ub77c \uc138\ubd84\ud654\ub418\uc5b4 \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<br \/>\n\ubc30\ud130\ub9ac \ud654\ud559\ubcc4\ub85c\ub294 \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP), \ub2c8\ucf08\ub9dd\uac04\ucf54\ubc1c\ud2b8(NMC), \ub2c8\ucf08\ucf54\ubc1c\ud2b8\uc54c\ub8e8\ubbf8\ub284(NCA)\uacfc \uac19\uc740 \uc8fc\uc694 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uc720\ud615\ubfd0\ub9cc \uc544\ub2c8\ub77c \ub2c8\ucf08\uc218\uc18c(NiMH), \ub0a9\ucd95, \uadf8\ub9ac\uace0 \ucc28\uc138\ub300 \uae30\uc220\uc778 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\uae4c\uc9c0 \ud3ec\ud568\ud558\uc5ec \ud3c9\uac00\ub429\ub2c8\ub2e4.<br \/>\n\uc751\uc6a9 \ubd84\uc57c\ubcc4 \ubd84\uc11d\uc740 \uadf8\ub9ac\ub4dc \uc2a4\ucf00\uc77c \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c, \uc804\uae30\ucc28 \ucda9\uc804 \uc778\ud504\ub77c \ubc84\ud37c\ub9c1, \uc0b0\uc5c5 \ubc0f \ub370\uc774\ud130 \uc13c\ud130 \ubc31\uc5c5 \uc804\uc6d0, \ud1b5\uc2e0 \ud0c0\uc6cc\/\uc6d0\uaca9 BTS, \ub3c5\ub9bd\ud615 \ud0dc\uc591\uad11 \ubc0f \ub9c8\uc774\ud06c\ub85c\uadf8\ub9ac\ub4dc, \ud574\uc591 \ubc0f \uacbd\uc804\ucca0 \ubcf4\uc870 \uc804\uc6d0 \ub4f1 \uad11\ubc94\uc704\ud55c \uc601\uc5ed\uc744 \ud3ec\uad04\ud569\ub2c8\ub2e4.<br \/>\n\ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\ub85c\ub294 \uc804\ub825 \ud68c\uc0ac \ubc0f \ub3c5\ub9bd \ubc1c\uc804 \uc0ac\uc5c5\uc790(IPPs), \uc0c1\uc5c5 \ubc0f \uc0b0\uc5c5 \uc2dc\uc124, \uc8fc\uac70 \ubc0f \uc9c0\uc5ed \uc5d0\ub108\uc9c0 \uc2dc\uc2a4\ud15c, \uc790\ub3d9\ucc28 OEM \ubc0f \ubaa8\ube4c\ub9ac\ud2f0 \uc81c\uacf5\uc5c5\uccb4, \uadf8\ub9ac\uace0 EPC(\uc124\uacc4\u00b7\uc870\ub2ec\u00b7\uc2dc\uacf5) \uae30\uc5c5 \ubc0f \ud504\ub85c\uc81d\ud2b8 \uac1c\ubc1c\uc5c5\uccb4 \ub4f1 \ub2e4\uc591\ud55c \uc774\ud574\uad00\uacc4\uc790\ub4e4\uc758 \uc218\uc694\ub97c \ubd84\uc11d\ud569\ub2c8\ub2e4.<br \/>\n\uc9c0\uc5ed\ubcc4 \ubd84\uc11d\uc740 \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \uc720\ub7fd(\ub3c5\uc77c, \uc601\uad6d, \ud504\ub791\uc2a4, \uc774\ud0c8\ub9ac\uc544, \ubd81\uc720\ub7fd \uad6d\uac00, \ub7ec\uc2dc\uc544 \ub4f1), \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(\uc911\uad6d, \uc778\ub3c4, \uc77c\ubcf8, \ud55c\uad6d, \uc544\uc138\uc548 \uad6d\uac00 \ub4f1), \ub0a8\ubbf8(\ube0c\ub77c\uc9c8, \uc544\ub974\ud5e8\ud2f0\ub098 \ub4f1), \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74(\uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, UAE, \ub0a8\uc544\ud504\ub9ac\uce74 \ub4f1)\ub97c \ud3ec\ud568\ud558\uc5ec \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc758 \uc9c0\uc5ed\ubcc4 \ud2b9\uc131\uacfc \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \uc0c1\uc138\ud788 \uc870\uba85\ud569\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220\uc801 \uce21\uba74\uc5d0\uc11c\ub294 \ub514\uc9c0\ud138 \ubc30\ud130\ub9ac \uc5ec\uad8c\uc774 \uc81c\uc870 \ubc0f \uc0ac\uc6a9 \ub370\uc774\ud130\ub97c \uae30\ub85d\ud558\uc5ec \ubc30\ud130\ub9ac \uc0c1\ud0dc(SoH) \uac80\uc99d \ubc0f \uad6d\uacbd \uac04 \uaddc\uc815 \uc900\uc218\ub97c \uac04\uc18c\ud654\ud558\ub294 \ub370 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uc774\ub294 \uc7ac\uc0ac\uc6a9 \ubc30\ud130\ub9ac\uc758 \uc2e0\ub8b0\uc131\uc744 \ub192\uc774\uace0 \uc2dc\uc7a5 \ud655\ub300\ub97c \ucd09\uc9c4\ud560 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784(M&#038;A, \ud30c\ud2b8\ub108\uc2ed, \uc804\ub825 \uad6c\ub9e4 \uacc4\uc57d(PPA) \ub4f1), \uadf8\ub9ac\uace0 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \ub0b4 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \uba85\ud655\ud788 \uc81c\uc2dc\ud569\ub2c8\ub2e4. \ub610\ud55c, Nissan 4R Energy Corp., B2U Storage Solutions, Spiers New Technologies (Cox Automotive), BeePlanet Factory, Fortum Battery Solutions, Volvo Energy, Mercedes-Benz Energy, Renault Mobilize Power Solutions, LG Energy Solution &#8211; Second-Life, CATL &#8211; Echelon Use, Hyundai Motor Group &#8211; Battery Reuse, BYD Co. &#8211; Second-Life ESS, TES Sustainable Battery Solutions, RePurpose Energy, Octillion Power Systems, Connected Energy Ltd., Element Energy, ECO STOR AS, Smartville Inc., Redwood Materials &#8211; Reuse Division \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc5d0 \ub300\ud55c \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \uae30\uc5c5 \ud504\ub85c\ud544\uc5d0\ub294 \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \uc0ac\uc5c5 \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5\uc801 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \uadf8\ub9ac\uace0 \ucd5c\uadfc \uac1c\ubc1c \ub3d9\ud5a5 \ub4f1\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubbf8\ub798 \uc804\ub9dd\uacfc \uad00\ub828\ud558\uc5ec, \ucd08\uae30 \uc6a9\ub7c9\uc758 70-80%\ub97c \uc720\uc9c0\ud558\ub294 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \ud329\uc740 \ucd5c\uc885 \uc7ac\ud65c\uc6a9 \uc804\uc5d0 \uc815\uc9c0\ud615 \uc6a9\ub3c4\ub85c 7~10\ub144 \ub354 \uc0ac\uc6a9\ub420 \uc218 \uc788\uc5b4, \uc790\uc6d0 \ud6a8\uc728\uc131\uc744 \uadf9\ub300\ud654\ud558\uace0 \ud658\uacbd\uc801 \uc774\uc810\uc744 \uc81c\uacf5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ud3c9\uac00\ub97c \uc81c\uacf5\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-58492","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\/58492"}],"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=58492"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/58492\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=58492"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=58492"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=58492"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}