{"id":58997,"date":"2026-02-26T15:15:12","date_gmt":"2026-02-26T15:15:12","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/graphite-anode-for-lib-market-mordor\/"},"modified":"2026-09-18T17:53:14","modified_gmt":"2026-09-18T08:53:14","slug":"graphite-anode-for-lib-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/graphite-anode-for-lib-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 LIB\uc6a9 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/graphite-anode-for-lib-market-1763553086373-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\/graphite-anode-for-lib-market-size-image-1770997259690.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 \ud604\ud669<\/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 \uae30\ubc18 \ub9ac\ud2ac \uc774\uc628 \uc804\uc9c0 \uc6a9\ub7c9 \ud655\uc7a5 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc911\uad6d \uc2a4\ucf00\uc77c\uc5c5 \uae30\uc5c5\uc758 \uc778\uc870 \ud751\uc5f0 \ube44\uc6a9 \ud558\ub77d<\/li>\n<li class=\"toc-level-3\">4.2.3 \uad6d\ub0b4 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.4 \uace0\uc5d0\ub108\uc9c0 \uc18c\ube44 \uac00\uc804\uc81c\ud488 \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.5 \uace0\uc18d \ucda9\uc804 \uc544\ud0a4\ud14d\ucc98\uc5d0 \ud544\uc694\ud55c \uace0\uc728 \uc74c\uadf9\uc7ac<\/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 \ucc9c\uc5f0 \ud751\uc5f0 \uacf5\uae09 \uc9d1\uc911 \ubc0f \uc218\ucd9c \ud1b5\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud751\uc5f0\ud654\ub85c\uc5d0 \ub300\ud55c \ubc30\ucd9c \uaddc\uc81c \uac15\ud654<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc2e4\ub9ac\ucf58 \ud48d\ubd80 \ubc0f \ub9ac\ud2ac \uae08\uc18d \uc74c\uadf9\uc7ac\ub85c\uc758 \uc804\ud658<\/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 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\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 \ubc0f \ubb3c\ub7c9)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc74c\uadf9\uc7ac \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc778\uc870 \ud751\uc5f0<\/li>\n<li class=\"toc-level-3\">5.1.2 \ucc9c\uc5f0 \ud751\uc5f0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucd5c\uc885 \uc0ac\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc804\uae30\ucc28<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.2.3 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.2.4 \uae30\ud0c0 (\uc804\ub3d9 \uacf5\uad6c \ubc0f e-\ubaa8\ube4c\ub9ac\ud2f0)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.3.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.3.1.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.1.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.3.1.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.3.2 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.3.2.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.3.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.3.3.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.3.3.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.5 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.3.3.6 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.3.4 \uae30\ud0c0 \uc138\uacc4<\/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(\uc0ac\uc6a9 \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 Beterui New Materials Group Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.2 Guangdong Kaijin New Energy Technology Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.3 Hunan Zhongke Electric Co. Ltd (Hunan Zhongke Xingcheng Graphite Co. Ltd)<\/li>\n<li class=\"toc-level-3\">6.4.4 JFE Chemical Corporation<\/li>\n<li class=\"toc-level-3\">6.4.5 Mitsubishi Chemical Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 Nippon Carbon Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.7 POSCO CHEMICAL<\/li>\n<li class=\"toc-level-3\">6.4.8 SGL Carbon<\/li>\n<li class=\"toc-level-3\">6.4.9 Shanghai Putailai New Energy Technology Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.10 Shangtai Technology<\/li>\n<li class=\"toc-level-3\">6.4.11 Shanshan Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.12 Shenzhen Sinuo Industrial Development Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.13 Shenzhen Xiangfenghua Technology Co. Ltd<\/li>\n<li class=\"toc-level-3\">6.4.14 Showa Denko KK\u200b<\/li>\n<li class=\"toc-level-3\">6.4.15 Tokai Carbon Co. Ltd\u200b<\/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>LIB\uc6a9 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac(LIB)\uc6a9 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc740 2025\ub144 253\ub9cc \ud1a4\uc5d0\uc11c 2026\ub144 305\ub9cc \ud1a4, \uadf8\ub9ac\uace0 2031\ub144\uc5d0\ub294 775\ub9cc \ud1a4\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 20.52%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc804\uae30\ucc28(EV) \uc140 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\uac00, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS) \ud504\ub85c\uc81d\ud2b8 \ud655\uc7a5, \uadf8\ub9ac\uace0 \uad6d\ub0b4 \ucf58\ud150\uce20\ub97c \uc7a5\ub824\ud558\ub294 \ud604\uc9c0\ud654 \uc815\ucc45\uc5d0 \uc758\ud574 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \uc74c\uadf9\uc7ac \uc720\ud615(\uc778\uc870 \ud751\uc5f0, \ucc9c\uc5f0 \ud751\uc5f0), \ucd5c\uc885 \uc0ac\uc6a9\ucc98(\uc804\uae30\ucc28, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c, \uac00\uc804\uc81c\ud488, \uae30\ud0c0), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \uae30\ud0c0 \uc9c0\uc5ed)\ubcc4\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4. 2025\ub144 \uae30\uc900, \uc778\uc870 \ud751\uc5f0\uc740 \uc804\uccb4 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc758 56.78%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ucc9c\uc5f0 \ud751\uc5f0\uc740 2031\ub144\uae4c\uc9c0 24.10%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9\ucc98\ubcc4\ub85c\ub294 \uc804\uae30\ucc28\uac00 2025\ub144 \uc2dc\uc7a5\uc758 71.05%\ub97c \uc9c0\ubc30\ud588\uc73c\uba70, \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c\uc740 2031\ub144\uae4c\uc9c0 22.30%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ucd9c\ud558\ub7c9\uc758 73.85%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc5c8\uc73c\ub098, \uc720\ub7fd\uc740 2031\ub144\uae4c\uc9c0 28.05%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>1.  \uc804\uae30\ucc28(EV) \uc911\uc2ec\uc758 \ub9ac\ud2ac \uc774\uc628 \uc140 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5: 2024\ub144 1\uc6d4\ubd80\ud130 2025\ub144 10\uc6d4\uae4c\uc9c0 \ubc1c\ud45c\ub41c \uae30\uac00\ud329\ud1a0\ub9ac \ud504\ub85c\uc81d\ud2b8\ub4e4\uc740 \ud45c\uc900 \ud751\uc5f0 \uc801\uc7ac\ub7c9 \uae30\uc900 \uc74c\uadf9\uc7ac \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 CATL\uc758 \ub370\ube0c\ub808\uccb8 \ubc0f BYD\uc758 \ub77c\uc6a9 \ud504\ub85c\uc81d\ud2b8\ub294 2027\ub144\uae4c\uc9c0 \ucd94\uac00 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uc81c\uacf5\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \ubbf8\uad6d \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ubc0f EU \ubc30\ud130\ub9ac \uaddc\uc815\uc758 \ud604\uc9c0 \ucf58\ud150\uce20 \uc694\uac74\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \uc140 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ucd5c\uc885 \uc870\ub9bd \uc9c0\uc810\uc5d0\uc11c 200km \uc774\ub0b4\uc5d0 \uc74c\uadf9\uc7ac \uc0dd\uc0b0 \ub77c\uc778\uc744 \uad6c\ucd95\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ubb3c\ub958 \ube44\uc6a9 \uc808\uac10\uacfc \uc6d0\uc0b0\uc9c0 \uaddc\uc815 \uc900\uc218\ub97c \ub3d9\uc2dc\uc5d0 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uad11\ubc94\uc704\ud55c \ud655\uc7a5\uc740 2027\ub144\uae4c\uc9c0 LIB\uc6a9 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc5d0 \uad6c\uc870\uc801\uc778 \uacf5\uae09 \ubd80\uc871\uc744 \ucd08\ub798\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>2.  \uc911\uad6d \uae30\uc5c5\uc758 \uc778\uc870 \ud751\uc5f0 \ube44\uc6a9 \ud558\ub77d: 2024\ub144 \uc911\uad6d \uc778\uc870 \ud751\uc5f0\uc758 \ub2e8\uc704 \uac00\uaca9\uc740 \ub0b4\ubabd\uace8 \ubc0f \uc4f0\ucd28 \uc9c0\uc5ed\uc758 \uc2e0\uaddc \uc6a9\uad11\ub85c \uac00\ub3d9\uc73c\ub85c \uc778\ud574 \ud06c\uac8c \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \ud1b5\ud569 \uc0dd\uc0b0 \uc5c5\uccb4\ub4e4\uc740 \uc2dc\ub178\ud399(Sinopec) \uacc4\uc57d\uc744 \ud1b5\ud574 \ud560\uc778\ub41c \uac00\uaca9\uc73c\ub85c \uc11d\uc720 \ucf54\ud06c\uc2a4\ub97c \uc870\ub2ec\ud558\uace0, \uc544\uccb4\uc2a8(Acheson) \uc6a9\uad11\ub85c\ub97c \ub192\uc740 \uac00\ub3d9\ub960\ub85c \uc6b4\uc601\ud558\uc5ec \uc808\uac10\ub41c \ube44\uc6a9\uc744 \uc140 \uace0\uac1d\uc5d0\uac8c \uc804\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ucd08\uae30 \ub2e8\uacc4 EV \ubc0f \uc774\ub95c\ucc28 \uc2dc\uc7a5\uc5d0\uc11c \uc77c\ubcf8 \ubc0f \ud55c\uad6d \uacbd\uc7c1\uc0ac \ub300\ube44 \uc6b0\uc704\ub97c \uc81c\uacf5\ud558\uc9c0\ub9cc, EU\uc758 \uc7a0\uc815\uc801\uc778 \ubc18\ub364\ud551 \uad00\uc138\ub85c \uc778\ud574 \uc720\ub7fd \uc2dc\uc7a5 \ub0b4 \uc774\uc810\uc740 \uc644\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ube44\uc6a9 \ud6a8\uc728\uc131\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc744 \uace0\uc870\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.  \uad6d\ub0b4 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c: \ubbf8\uad6d IRA\uc758 45X \uc870\ud56d\uc740 \uad6d\ub0b4 \uc0dd\uc0b0 \uc74c\uadf9\uc7ac\uc5d0 \ub300\ud55c \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uc5ec \uc778\uc870 \ud751\uc5f0\uc758 \ud604\uae08 \uc6d0\uac00\ub97c \uc808\uac10\ud569\ub2c8\ub2e4. \uc778\ub3c4\uc640 \uc911\uad6d\uc5d0\uc11c\ub3c4 \uc720\uc0ac\ud55c \uc774\ub2c8\uc154\ud2f0\ube0c\uac00 \uc790\uaca9 \uc788\ub294 \uacf5\uc7a5\uc5d0 \uc790\ubcf8 \ud658\uae09, \ud1a0\uc9c0 \ud560\uc778, VAT \uba74\uc81c \ub4f1\uc758 \ud61c\ud0dd\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc911\ubcf5 \uc778\uc13c\ud2f0\ube0c\ub294 \uc804\ud1b5\uc801\uc778 \ud5c8\ube0c-\uc564-\uc2a4\ud3ec\ud06c(hub-and-spoke) \ubb34\uc5ed \uc5ed\ud559\uc744 \ubcc0\ud654\uc2dc\ud0a4\uba70, \ub2e4\uc911 \uc0dd\uc0b0\uc774 \uac00\ub2a5\ud55c \uc911\uacac \uacf5\uae09\uc5c5\uccb4\uc758 \uc804\ub7b5\uc801 \uc911\uc694\uc131\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4.  \uace0\uc5d0\ub108\uc9c0 \uac00\uc804\uc81c\ud488 \uc218\uc694 \uc99d\uac00: \uc560\ud50c \uc544\uc774\ud3f0 16 Pro \ubc0f \uc0bc\uc131 \uac24\ub7ed\uc2dc S25 Ultra\uc640 \uac19\uc740 \ud50c\ub798\uadf8\uc2ed \uc2a4\ub9c8\ud2b8\ud3f0\uc740 \uc2e4\ub9ac\ucf58-\ud751\uc5f0 \ubcf5\ud569\uc7ac\ub85c \uc804\ud658\ud558\uc5ec \ud578\ub4dc\uc14b\ub2f9 \ud751\uc5f0 \ud568\ub7c9\uc744 \ub298\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub178\ud2b8\ubd81 \ubc0f \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30 \ub610\ud55c \ub354 \uc587\uc740 \ud504\ub85c\ud30c\uc77c\uacfc ENERGY STAR \ubaa9\ud45c \ub2ec\uc131\uc744 \uc704\ud574 \uc720\uc0ac\ud55c \ubcc0\ud654\ub97c \uacaa\uace0 \uc788\uc73c\uba70, \uc804\uccb4 \uae30\uae30 \ucd9c\ud558\ub7c9\uc774 \uc815\uccb4\ub428\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uac00\uc804\uc81c\ud488\uc758 \ucd1d \ud751\uc5f0 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc774\ub7ec\ud55c \uc18c\ud615 \uc140\uc758 \ub300\ubd80\ubd84\uc774 \uc81c\uc870\ub418\ub294 \uacf3\uc73c\ub85c, LIB\uc6a9 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc5d0\uc11c \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5.  \uace0\uc18d \ucda9\uc804 \uc544\ud0a4\ud14d\ucc98\uc758 \uace0\uc728 \uc74c\uadf9\uc7ac \ud544\uc694\uc131: \uace0\uc18d \ucda9\uc804 \uae30\uc220\uc758 \ubc1c\uc804\uc740 \uace0\uc728 \uc74c\uadf9\uc7ac\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc81c\uc57d \uc694\uc778<\/p>\n<p>1.  \ucc9c\uc5f0 \ud751\uc5f0 \uacf5\uae09 \uc9d1\uc911 \ubc0f \uc218\ucd9c \ud1b5\uc81c: 2024\ub144 \uc911\uad6d\uc740 \uc804 \uc138\uacc4 \ucc9c\uc5f0 \ud751\uc5f0 \ucc44\uad74 \uc0dd\uc0b0\ub7c9\uacfc \uad6c\uc0c1\ud654(spheroidization) \ub2a5\ub825\uc5d0\uc11c \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. 2023\ub144 12\uc6d4 \uc218\ucd9c \ud5c8\uac00 \ud655\ub300 \uc774\ud6c4, \uc911\uad6d \uc815\ubd80\ub294 \ubaa8\ub4e0 \ubc30\ud130\ub9ac \ub4f1\uae09 \uc778\uc0c1 \ud751\uc5f0 \uc218\ucd9c\uc744 \uac10\ub3c5\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc911\uad6d \uc678 \uc9c0\uc5ed\uc73c\ub85c\uc758 \uc120\uc801 \uc9c0\uc5f0\uc744 \uc57c\uae30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubaa8\uc7a0\ube44\ud06c \ubc1c\ub77c\ub9c8(Balama) \ubc0f \ub9c8\ub2e4\uac00\uc2a4\uce74\ub974 \ubab0\ub85c(Molo) \uad11\uc0b0\uc758 \uc0dd\uc0b0\ub7c9 \uc99d\ub300\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \ube44\uc911\uad6d\uc0b0 \uacf5\uae09\ub7c9\uc740 2026\ub144\uae4c\uc9c0 \ubd80\uc871\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uc5b4 LIB\uc6a9 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc758 \ubcc0\ub3d9\uc131\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.  \ud751\uc5f0\ud654 \uc6a9\uad11\ub85c\uc758 \ubc30\ucd9c\ub7c9 \uaddc\uc81c \uac15\ud654: \uc544\uccb4\uc2a8 \uc6a9\uad11\ub85c\ub294 \ud1a4\ub2f9 \uc0c1\ub2f9\ub7c9\uc758 CO\u2082\ub97c \ubc30\ucd9c\ud558\uba70, \uc774\ub294 2035\ub144\uae4c\uc9c0 \ub354\uc6b1 \uc5c4\uaca9\ud574\uc9c8 EU\uc758 \ud0c4\uc18c \ubc1c\uc790\uad6d \ubaa9\ud45c\ub97c \ucda9\uc871\ud558\ub294 \ub370 \ud070 \uc5b4\ub824\uc6c0\uc744 \uc90d\ub2c8\ub2e4. \ud3ec\uc2a4\ucf54(POSCO)\uc758 \uc804\uae30\ub85c \uc2e4\ud5d8\uc740 Scope 1 \ubc30\ucd9c\ub7c9\uc744 \uc131\uacf5\uc801\uc73c\ub85c \uc904\uc600\uc9c0\ub9cc, \uc804\ub825 \ube44\uc6a9 \uc99d\uac00\ub97c \uc218\ubc18\ud569\ub2c8\ub2e4. \ubbf8\uc4f0\ube44\uc2dc(Mitsubishi)\uc758 \uc218\uc18c \ud50c\ub77c\uc988\ub9c8 \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \uc2e4\ud5d8\uc2e4 \uaddc\ubaa8\uc5d0\uc11c \ubc30\ucd9c\ub7c9\uc744 \ud06c\uac8c \uc904\uc600\uc73c\ub098, \uc0c1\ub2f9\ud55c \uc790\ubcf8 \uc694\uad6c \uc0ac\ud56d\uc73c\ub85c \uc778\ud574 \ucc44\ud0dd \uc18d\ub3c4\uac00 \ub354\ub525\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc800\ud0c4\uc18c \ubcc0\ud615 \uc81c\ud488\uc740 \uc720\ub7fd \uc2dc\uc7a5\uc5d0\uc11c \uafb8\uc900\ud788 \ubaa8\uba58\ud140\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.  \uc2e4\ub9ac\ucf58-\ub9ac\uce58 \ubc0f \ub9ac\ud2ac-\uba54\ud0c8 \uc74c\uadf9\uc7ac\ub85c\uc758 \uc804\ud658: \uc2e4\ub9ac\ucf58 \ud568\ub7c9\uc774 \ub192\uc740 \uc74c\uadf9\uc7ac \ubc0f \ub9ac\ud2ac-\uba54\ud0c8 \uc74c\uadf9\uc7ac\ub85c\uc758 \uc804\ud658\uc740 \uc7a5\uae30\uc801\uc73c\ub85c \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc5d0 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc74c\uadf9\uc7ac \uc720\ud615\ubcc4:<br \/>\n    *   \uc778\uc870 \ud751\uc5f0(Synthetic Graphite)\uc740 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 56.78%\ub97c \ucc28\uc9c0\ud558\uba70, NMC \ubc0f NCA \ud654\ud559\uc5d0\uc11c \ud0c1\uc6d4\ud55c \uc0ac\uc774\ud074 \uc218\uba85\uacfc \ucd08\uace0\uc18d \ucda9\uc804 \ud504\ub85c\ud1a0\ucf5c\uacfc\uc758 \ud638\ud658\uc131 \ub355\ubd84\uc5d0 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ucc9c\uc5f0 \ud751\uc5f0(Natural Graphite)\uc740 \ucd08\uae30 \uc0ac\uc774\ud074 \ud6a8\uc728\uc774 \ub0ae\ub354\ub77c\ub3c4 \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \uc81c\uacf5\ud558\ub294 \ubcf4\uae09\ud615 LFP \ubc30\ud130\ub9ac\uc5d0\uc11c \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ucc3e\uc558\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ube44\uc6a9 \ud6a8\uc728\uc131\uc740 2031\ub144\uae4c\uc9c0 24.10%\uc758 CAGR\ub85c \uac15\ub825\ud55c \uc131\uc7a5\uc744 \uc774\ub04c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ucca8\ub2e8 \uc815\uc81c \uae30\uc220\uc740 \uae08\uc18d \ubd88\uc21c\ubb3c\uc744 10ppm \ubbf8\ub9cc\uc73c\ub85c, \ud0c4\uc18c \uc21c\ub3c4\ub97c 99.95%\ub85c \ub2ec\uc131\ud558\uc5ec \uc131\ub2a5 \uaca9\ucc28\ub97c \uc904\uc600\uc2b5\ub2c8\ub2e4. BYD\uc758 \ube14\ub808\uc774\ub4dc \ubc30\ud130\ub9ac\uac00 2\ub9cc 5\ucc9c \ub2ec\ub7ec \ubbf8\ub9cc EV \ub77c\uc778\uc5d0 \ub192\uc740 \ube44\uc728\uc758 \ucc9c\uc5f0 \uc6d0\ub8cc\ub97c \ucc44\ud0dd\ud558\ub294 \ub4f1 \uc774\ub7ec\ud55c \uc790\uc2e0\uac10\uc774 \uc785\uc99d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ucf54\ud305 \uae30\uc220\uc740 \ud53c\uce58 \uc720\ub798 \ud0c4\uc18c \ub610\ub294 \ud0c4\uc18c \ub098\ub178\ud29c\ube0c \uce35\uc744 \uc0ac\uc6a9\ud558\uc5ec \ucd08\uae30 \ucfe8\ub871 \ud6a8\uc728\uc744 \ub192\uc774\ub294 \ubc29\ud5a5\uc73c\ub85c \ubc1c\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\uc870 \ud751\uc5f0\uc740 \uce98\ub9b0\ub354 \uc218\uba85 \uc720\uc9c0 \uce21\uba74\uc5d0\uc11c \uc6b0\uc704\ub97c \uc720\uc9c0\ud558\uba70, \uc774\ub294 15\ub9cc \ub9c8\uc77c \ubcf4\uc99d\uc744 \uc81c\uacf5\ud558\ub294 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\uc5d0\uac8c \uc911\uc694\ud569\ub2c8\ub2e4. EU \ud0c4\uc18c \uaddc\uc81c\ub294 \ud45c\uc900 \uc8fc\ud589 \uac70\ub9ac \ubaa8\ub378\uc744 \ucc9c\uc5f0 \ud751\uc5f0\uc73c\ub85c \uc720\ub3c4\ud560 \uc218 \uc788\uc9c0\ub9cc, \ubbf8\uad6d \uad6d\ub0b4 \ucf58\ud150\uce20 \ud06c\ub808\ub527\uc740 \ud504\ub9ac\ubbf8\uc5c4 \ucc28\ub7c9\uc774 \uc778\uc870 \ud751\uc5f0\uc73c\ub85c \ud68c\uadc0\ud558\ub3c4\ub85d \uc7a5\ub824\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc5ed\ud559\uc740 LIB\uc6a9 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc5d0\uc11c \uae00\ub85c\ubc8c\uc774 \uc544\ub2cc \uc9c0\uc5ed\ubcc4 \uc7ac\ub8cc \ub300\uccb4 \ud328\ud134\uc744 \ub9cc\ub4e4\uace0 \uc788\uc73c\uba70, \uace0\uc6a9\ub7c9, \uac00\uaca9 \ubbfc\uac10\ud615 \ucc9c\uc5f0 \ud751\uc5f0 \ubd80\ubb38\uacfc \ud504\ub9ac\ubbf8\uc5c4, \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1\ub41c \uc778\uc870 \ud751\uc5f0 \ud2c8\uc0c8\uc2dc\uc7a5\uc774\ub77c\ub294 \ub450 \uac00\uc9c0 \ub69c\ub837\ud55c \uc0b0\uc5c5 \uad6c\uc870\ub97c \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9\ucc98\ubcc4:<br \/>\n    *   \uc804\uae30\ucc28(EV)\ub294 2025\ub144 \uc74c\uadf9\uc7ac \ucd1d \ud1a4\uc218\uc758 71.05%\ub97c \uc18c\ube44\ud588\uc2b5\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \ube14\ub80c\ub4dc\uac00 \uc0c1\uc5c5\uc801 \ud0c0\ub2f9\uc131\uc744 \ud655\ubcf4\ud558\uba74\uc11c kWh\ub2f9 \ud751\uc5f0 \uac15\ub3c4\uac00 \uc548\uc815\ud654\ub418\uc5c8\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, EV\uc6a9 LIB \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 \ud06c\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n    *   \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS)\uc740 22.30%\uc758 CAGR\ub85c \ub354 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae09\uc99d\uc740 \ud14d\uc0ac\uc2a4\uc640 \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 \ub2e4\uc2dc\uac04 \uc124\uce58 \ud504\ub85c\uc81d\ud2b8\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uba70, \uc911\ub7c9 \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ubcf4\ub2e4 \uae34 \uc0ac\uc774\ud074 \uc218\uba85\uc744 \uc120\ud638\ud558\uc5ec \ucc9c\uc5f0 \ud751\uc5f0\uc774 \uc9c0\ubc30\uc801\uc778 \ub9ac\ud2ac \uc778\uc0b0\ucca0(LFP) \uc140\uc774 \uc120\ud638\ub429\ub2c8\ub2e4.<br \/>\n    *   \uac00\uc804\uc81c\ud488\uc740 2025\ub144 \uc218\uc694\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uae30\uae30\ub2f9 \ud751\uc5f0 \uc801\uc7ac\ub7c9\uc774 \uc57d\uac04 \uc99d\uac00\ud588\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud578\ub4dc\uc14b \ucd9c\ud558\ub7c9\uc774 \uc815\uccb4\ub418\uba74\uc11c \uadf8 \ube44\uc911\uc740 \uac10\uc18c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc804\ub3d9 \uacf5\uad6c, \uc804\uae30 \uc790\uc804\uac70, \uc774\ub95c\ucc28\ub97c \ud3ec\ud568\ud558\ub294 &#8216;\uae30\ud0c0&#8217; \ubd80\ubb38\uc740 \uc778\ub3c4\uc758 FAME-II \ubcf4\uc870\uae08\uacfc \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \ub3c4\uc2dc \uc774\ub3d9\uc131 \uc774\ub2c8\uc154\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 \ud655\uc7a5 \uada4\ub3c4\uc5d0 \uc788\uc73c\uba70, \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc5d0 \ub2e4\uac01\ud654 \uc644\ucda9\uc7ac\ub97c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ucd9c\ud558\ub7c9\uc758 73.85%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\uad6d\uc758 \uc0c1\ub2f9\ud55c \uc81c\uc870 \ub2a5\ub825\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc815\uc720 \ucf54\ud06c\uc2a4 \uc18c\uc131, \ud751\uc5f0\ud654, \uad6c\uc0c1\ud654, \uc140 \uc870\ub9bd\uacfc \uac19\uc740 \uacf5\uc815\uc744 \ub2e8\uc77c \uc9c0\uc5ed \ud074\ub7ec\uc2a4\ud130 \ub0b4\uc5d0\uc11c \uc6d0\ud65c\ud558\uac8c \ud1b5\ud569\ud569\ub2c8\ub2e4. \uc800\ub834\ud55c \uc804\uae30\ub8cc, \uc9c0\ubc29 \ud1a0\uc9c0 \ud560\uc778, \uc2e0\uc18d\ud55c \ud5c8\uac00 \uc808\ucc28\ub294 \uc911\uad6d\uc758 \ube44\uc6a9 \ub9ac\ub354\uc2ed\uc744 \uac15\ud654\ud569\ub2c8\ub2e4. \ud55c\ud3b8, \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \ub3c5\uc810 \ucf54\ud305\uc73c\ub85c \uac15\ud654\ub41c \uace0\ub9c8\uc9c4 \uc778\uc870 \ud751\uc5f0\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uc4f0\ube44\uc2dc \ucf00\ubbf8\uceec\uc758 MAGE-M \uc2dc\ub9ac\uc988\ub294 3nm \ubbf8\ub9cc \ucf54\ud305\uc73c\ub85c \ub192\uc740 \uc644\uc804 \ubc29\uc804 \uc0ac\uc774\ud074\uc744 \uc790\ub791\ud558\uba70 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\ub7fd: 2031\ub144\uae4c\uc9c0 28.05%\uc758 \uac00\uc7a5 \uac00\ud30c\ub978 \uc9c0\uc5ed \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 2027\ub144\uae4c\uc9c0 \uc9c0\uc5ed \ucf58\ud150\uce20 \uc784\uacc4\uac12\uc744 \uc758\ubb34\ud654\ud558\ub294 EU \ubc30\ud130\ub9ac \uaddc\uc815\uc5d0 \ub9de\ucdb0 \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ub178\ub825\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc2a4\uc6e8\ub374 \ub178\uc2a4\ubcfc\ud2b8(Northvolt) \uacf5\uc7a5\uc740 \uc774\ubbf8 \uc0c1\ub2f9\ud55c \uc0dd\uc0b0\ub7c9\uacfc \ud655\uc7a5 \uacc4\ud68d\uc744 \uac00\uc9c4 \uc2b5\uc2dd \uc57c\uae08 \ub8e8\ud504\ub97c \ud1b5\ud574 \ud751\uc5f0\uc744 \uc7ac\ud65c\uc6a9\ud558\uba70 \uc55e\uc11c\ub098\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4. BASF\uc758 \uc288\ubc14\ub974\uce20\ud558\uc774\ub370(Schwarzheide) \uc2dc\uc124\uc740 \uc7ac\uc0dd \uc5d0\ub108\uc9c0\ub97c \ud65c\uc6a9\ud558\uc5ec \ud0c4\uc18c \uc9d1\uc57d\ub3c4\ub97c \uc904\uc778 \uc778\uc870 \ud751\uc5f0\uc744 \uc0dd\uc0b0\ud569\ub2c8\ub2e4&#8230;&#8230;.<\/p>\n<p>\ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac(LIB)\uc6a9 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5 \ubd84\uc11d \ubcf4\uace0\uc11c\ub294 LIB\uc758 \ud575\uc2ec \uc18c\uc7ac\uc778 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc758 \uc804\ubc18\uc801\uc778 \ud604\ud669\uacfc \ubbf8\ub798 \uc804\ub9dd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \ubc29\ubc95\ub860, \uc8fc\uc694 \uc694\uc57d, \uc2dc\uc7a5 \ud658\uacbd, \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc138\ubd84\ud654:<br \/>\n\ud751\uc5f0 \uc74c\uadf9\uc7ac\ub294 LIB\uc5d0\uc11c \ub9ac\ud2ac \uc774\uc628\uc744 \uc800\uc7a5\ud558\uace0 \ubc29\ucd9c\ud558\ub294 \uc548\uc815\uc801\uc778 \uad6c\uc870\ub97c \uc81c\uacf5\ud558\ub294 \uac00\uc7a5 \uc77c\ubc18\uc801\uc778 \uc74c\uadf9\uc7ac\uc785\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \ud06c\uac8c \uc74c\uadf9\uc7ac \uc720\ud615, \ucd5c\uc885 \uc0ac\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158, \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4.<br \/>\n*   \uc74c\uadf9\uc7ac \uc720\ud615: \uc778\uc870 \ud751\uc5f0(Synthetic Graphite)\uacfc \ucc9c\uc5f0 \ud751\uc5f0(Natural Graphite)\uc73c\ub85c \ub098\ub269\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158: \uc804\uae30\ucc28(EV), \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS), \uac00\uc804\uc81c\ud488, \uae30\ud0c0(\uc804\ub3d9 \uacf5\uad6c \ubc0f e-\ubaa8\ube4c\ub9ac\ud2f0) \ubd84\uc57c\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(\uc911\uad6d, \uc77c\ubcf8, \ud55c\uad6d, \uc778\ub3c4 \ub4f1), \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \uc720\ub7fd(\ub3c5\uc77c, \ud504\ub791\uc2a4, \uc601\uad6d, \uc774\ud0c8\ub9ac\uc544, \ub7ec\uc2dc\uc544 \ub4f1), \uae30\ud0c0 \uc9c0\uc5ed\uc73c\ub85c \uad6c\ubd84\ud558\uc5ec 14\uac1c\uad6d\uc758 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \uc81c\uc57d:<br \/>\n*   \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n    *   \uc804\uae30\ucc28(EV) \uc911\uc2ec\uc758 \ub9ac\ud2ac \uc774\uc628 \uc804\uc9c0 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5 \uac00\uc18d\ud654.<br \/>\n    *   \uc911\uad6d \uae30\uc5c5\ub4e4\uc758 \uaddc\ubaa8 \ud655\ub300\ub85c \uc778\ud55c \uc778\uc870 \ud751\uc5f0 \ube44\uc6a9 \ud558\ub77d.<br \/>\n    *   \uad6d\ub0b4 \ubc30\ud130\ub9ac \uacf5\uae09\ub9dd \uad6c\ucd95\uc744 \uc704\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \uac15\ud654.<br \/>\n    *   \uace0\uc5d0\ub108\uc9c0 \uc18c\ube44 \uac00\uc804\uc81c\ud488 \uc218\uc694 \uae09\uc99d.<br \/>\n    *   \uace0\uc18d \ucda9\uc804 \uc544\ud0a4\ud14d\ucc98\uc5d0 \ud544\uc694\ud55c \uace0\uc728 \uc74c\uadf9\uc7ac \uc218\uc694 \uc99d\uac00.<br \/>\n*   \uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n    *   \ucc9c\uc5f0 \ud751\uc5f0 \uacf5\uae09\uc758 \ud2b9\uc815 \uc9c0\uc5ed \uc9d1\uc911 \ubc0f \uc911\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c \uac15\ud654.<br \/>\n    *   \ud751\uc5f0\ud654 \uacf5\uc815\uc758 \ubc30\ucd9c\uac00\uc2a4 \uaddc\uc81c \uac15\ud654.<br \/>\n    *   \uc2e4\ub9ac\ucf58(Si) \ud568\ub7c9\uc774 \ub192\uc740 \uc74c\uadf9\uc7ac \ubc0f \ub9ac\ud2ac \uae08\uc18d \uc74c\uadf9\uc7ac\ub85c\uc758 \uc804\ud658 \ucd94\uc138.<\/p>\n<p>3. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21:<br \/>\nLIB\uc6a9 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc740 2026\ub144\uc5d0 305\ub9cc \ud1a4 \uaddc\ubaa8\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 20.52%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uc694 \uc18c\uc7ac: \uc778\uc870 \ud751\uc5f0\uc740 2025\ub144 \uae30\uc900 \uc804\uccb4 \ubb3c\ub7c9\uc758 56.78%\ub97c \ucc28\uc9c0\ud558\uba70, \uace0\uc18d \ucda9\uc804 \ubc0f \uc7a5\uc218\uba85 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \uc120\ud638\ub418\uc5b4 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5 \ubd84\uc57c: \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc2dc\uc2a4\ud15c(ESS)\uc740 \uc720\ud2f8\ub9ac\ud2f0 \uaddc\ubaa8\uc758 \uc7a5\uc2dc\uac04 \ubc30\ud130\ub9ac \ud504\ub85c\uc81d\ud2b8 \ub3c4\uc785 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 22.30%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>4. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \uc815\ucc45:<br \/>\n*   \uc911\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c: \uc911\uad6d\uc758 \uace0\uc21c\ub3c4 \ucc9c\uc5f0 \ud751\uc5f0 \uc218\ucd9c \ud5c8\uac00 \uaddc\uc81c\ub294 \ube44\uc911\uad6d \uad6c\ub9e4\uc790\ub4e4\uc5d0\uac8c \ub9ac\ub4dc \ud0c0\uc784\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0, \ub300\uccb4 \uacf5\uae09\uc6d0 \ud655\ubcf4 \ub610\ub294 \uc778\uc870 \ud751\uc5f0\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uac15\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d\uc758 \uad6d\ub0b4 \uc0dd\uc0b0 \uc7a5\ub824: \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc758 45X \uc870\ud56d\uc740 \uc138\uc561 \uacf5\uc81c\ub97c \uc81c\uacf5\ud558\uba70, \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80(DOE)\uc758 \ub300\ucd9c \ubcf4\uc99d\uc740 \ub8e8\uc774\uc9c0\uc560\ub098 \ubc0f \ud14c\ub124\uc2dc \ub4f1\uc9c0\uc5d0\uc11c \ub300\uaddc\ubaa8 \uc0dd\uc0b0 \uacf5\uc7a5 \uac74\uc124\uc744 \uc9c0\uc6d0\ud558\uace0 \uc788\uc2b5\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\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704 \ubd84\uc11d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. Beterui New Materials Group, Guangdong Kaijin New Energy Technology, Hunan Zhongke Electric, JFE Chemical Corporation, Mitsubishi Chemical Corporation, Nippon Carbon Co. Ltd, POSCO CHEMICAL, SGL Carbon, Shanghai Putailai New Energy Technology, Shanshan Co. Ltd, Showa Denko KK, Tokai Carbon Co. Ltd \ub4f1 \uc8fc\uc694 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>6. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(White-space) \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c(Unmet-Need)\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c\ub97c \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 LIB\uc6a9 \ud751\uc5f0 \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc758 \ud604\uc7ac\uc640 \ubbf8\ub798\ub97c \uc774\ud574\ud558\uace0 \uc804\ub7b5\uc744 \uc218\ub9bd\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \uc815\ubcf4\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-58997","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\/58997"}],"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=58997"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/58997\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=58997"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=58997"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=58997"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}