{"id":59700,"date":"2026-02-26T22:59:17","date_gmt":"2026-02-26T22:59:17","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/graphite-market-mordor\/"},"modified":"2026-10-16T16:17:24","modified_gmt":"2026-10-16T07:17:24","slug":"graphite-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/graphite-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud751\uc5f0 \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-market-1767933551801-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-market-size-image-1772028071142.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<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 \uae09\uc99d\ud558\ub294 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc804\uae30\ub85c(EAF) \uac15\ucca0 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.3 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc5d0\uc11c \ucd08\uace0\uc21c\ub3c4 \uc778\uc870 \ud751\uc5f0 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc911\uad6d\uc758 \uc218\ucd9c \ud5c8\uac00 \uc81c\ub3c4\uac00 \uc911\uad6d \uc678 \uacf5\uae09 \ud22c\uc790 \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.5 \ubc14\uc774\uc624 \uae30\ubc18 &#8216;\uce5c\ud658\uacbd&#8217; \uc778\uc870 \ud751\uc5f0 \uacbd\ub85c\uc758 \ucd9c\ud604<\/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 \uc778\uc870 \ud751\uc5f0\uc6a9 \uce68\uc0c1 \ucf54\ud06c\uc2a4 \uc6d0\ub8cc \ubcd1\ubaa9 \ud604\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc815\uc81c \ub77c\uc778\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c HF \ubc30\ucd9c \uaddc\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.3 \ubc30\ud130\ub9ac \uc591\uadf9 \uc2e4\ub9ac\ucf58 \ub300\uccb4\ub85c \uc778\ud55c kWh\ub2f9 \ud751\uc5f0 \uc0ac\uc6a9\ub7c9 \uac10\uc18c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4 \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.5.5 \uacbd\uc7c1\uc758 \uc815\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 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ucc9c\uc5f0 \ud751\uc5f0<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud569\uc131 \ud751\uc5f0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc6a9\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc804\uadf9<\/li>\n<li class=\"toc-level-3\">5.2.2 \ub0b4\ud654\ubb3c, \uc8fc\uc870 \ubc0f \uc8fc\ubb3c<\/li>\n<li class=\"toc-level-3\">5.2.3 \ubc30\ud130\ub9ac<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc724\ud65c\uc720<\/li>\n<li class=\"toc-level-3\">5.2.5 \uae30\ud0c0 \uc6a9\ub3c4 (\uc5f4 \uad00\ub9ac \uc7ac\ub8cc, \ub9c8\ucc30 \uc81c\ud488 \ubc0f \ube0c\ub808\uc774\ud06c \ub77c\uc774\ub2dd \ub4f1)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc57c\uae08<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc804\uc790<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.3.4 \uae30\ud0c0 \uc0b0\uc5c5 (\uc5d0\ub108\uc9c0, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \ub4f1)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.4.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.1.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.5 \uc544\uc138\uc548 \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.1.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.2 \ubd81\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.4.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \uba55\uc2dc\ucf54<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc720\ub7fd\n<ul>\n<li class=\"toc-level-4\">5.4.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.4.3.6 \ubd81\uc720\ub7fd \uad6d\uac00<\/li>\n<li class=\"toc-level-4\">5.4.3.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8\n<ul>\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<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\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 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.4 \ub0a8\uc544\ud504\ub9ac\uce74<\/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<\/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 &amp; \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Graphit Kropfm\u00fchl GmbH<\/li>\n<li class=\"toc-level-3\">6.4.2 Asbury Carbons<\/li>\n<li class=\"toc-level-3\">6.4.3 BTR New Material Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 Fangda Carbon New Material Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 GrafTech International Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 Graphit Kropfm\u00fchl GmbH<\/li>\n<li class=\"toc-level-3\">6.4.7 Graphite India Limited<\/li>\n<li class=\"toc-level-3\">6.4.8 HEG Limited<\/li>\n<li class=\"toc-level-3\">6.4.9 Imery<\/li>\n<li class=\"toc-level-3\">6.4.10 Mason Resources Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Mersen<\/li>\n<li class=\"toc-level-3\">6.4.12 Nippon Kokuen Group<\/li>\n<li class=\"toc-level-3\">6.4.13 Northern Graphite<\/li>\n<li class=\"toc-level-3\">6.4.14 POCO<\/li>\n<li class=\"toc-level-3\">6.4.15 Resonac Holdings Corporation<\/li>\n<li class=\"toc-level-3\">6.4.16 SGL Carbon<\/li>\n<li class=\"toc-level-3\">6.4.17 Shanghai Shanshan Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Syrah Resources Limited<\/li>\n<li class=\"toc-level-3\">6.4.19 Tokai Carbon Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 Triton Minerals Limited<\/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 &amp; \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud751\uc5f0 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p># \ubcf4\uace0\uc11c \uac1c\uc694 \ubc0f \uc2dc\uc7a5 \uc138\ubd84\ud654<\/p>\n<p>\ubcf8 \ud751\uc5f0 \uc2dc\uc7a5 \ubcf4\uace0\uc11c\ub294 \uc720\ud615(\ucc9c\uc5f0 \ud751\uc5f0, \ud569\uc131 \ud751\uc5f0), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc804\uadf9, \ub0b4\ud654\ubb3c\/\uc8fc\uc870\/\uc8fc\ubb3c, \ubc30\ud130\ub9ac, \uc724\ud65c\uc81c \ubc0f \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc57c\uae08, \uc804\uc790, \uc790\ub3d9\ucc28 \ubc0f \uae30\ud0c0), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc608\uce21\uc740 \uac00\uce58(USD) \ubc0f \ubb3c\ub7c9(\ud1a4) \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>Mordor Intelligence\uc5d0 \ub530\ub974\uba74, \ud751\uc5f0 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2025\ub144 57\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec, 2026\ub144 63\uc5b5 \ub2ec\ub7ec\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 9.91%\ub85c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 101\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uae30\uac00\ud329\ud1a0\ub9ac\uc5d0 \ub300\ud55c \uae30\ub85d\uc801\uc778 \uc790\ubcf8 \uc9c0\ucd9c, \uc804\uae30\ub85c(EAF) \uc81c\uac15\uc73c\ub85c\uc758 \uc804\ud658, \uadf8\ub9ac\uace0 \ucd08\uace0\uc21c\ub3c4 \ud569\uc131 \ud751\uc5f0\uc5d0 \ub300\ud55c \ubc18\ub3c4\uccb4 \uc218\uc694 \uc99d\uac00\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc30\ud130\ub9ac \uc591\uadf9 \uc0dd\uc0b0\uc790\ub4e4\uc740 \uc6d0\ub8cc \ud655\ubcf4\ub97c \uc704\ud574 \ucc44\uad74\ubd80\ud130 \uc591\uadf9 \uc0dd\uc0b0\uae4c\uc9c0\uc758 \ud1b5\ud569\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc81c\uac15\uc5c5\uccb4\ub4e4\uc740 \ub2c8\ub4e4 \ucf54\ud06c \ubd80\uc871\uc5d0 \ub300\ube44\ud558\uc5ec \uc7a5\uae30 \uc804\uadf9 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2023\ub144 \uc911\uad6d\uc758 \uc218\ucd9c \ud5c8\uac00 \uc81c\ub3c4 \uc774\ud6c4 \uacf5\uae09\ub9dd \uc7ac\ud3b8\uc73c\ub85c 2025\ub144 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c 18\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ubc1c\ud45c\uac00 \uc774\uc5b4\uc84c\uc73c\uba70, \uc774\ub294 \ud751\uc5f0 \uc2dc\uc7a5\uc758 \uc9c0\ub9ac\uc801 \uc7ac\uade0\ud615\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \uac15\ud654 \uc591\uadf9\uc740 \ud504\ub9ac\ubbf8\uc5c4 \uc804\uae30\ucc28(EV)\uc758 \ud751\uc5f0 \uc0ac\uc6a9\ub7c9\uc744 \uc904\uc77c \uc218 \uc788\uc9c0\ub9cc, \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \ubc30\ud130\ub9ac\uc758 \ud655\uc0b0\uacfc \ud0c4\uc18c \ub124\uac70\ud2f0\ube0c \ubc14\uc774\uc624 \uae30\ubc18 \ud569\uc131 \uacbd\ub85c\uc758 \ub4f1\uc7a5\uc740 \uc7a5\uae30\uc801\uc778 \uc218\uc694 \ud655\uc7a5\uc744 \uacac\uc778\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \uc608\uce21\ub418\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p># \ubcf4\uace0\uc11c \uc8fc\uc694 \ub0b4\uc6a9 \uc694\uc57d<\/p>\n<p>*   \uc720\ud615\ubcc4: \ud569\uc131 \ud751\uc5f0\uc740 2025\ub144 \ud751\uc5f0 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 59.09%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ucc9c\uc5f0 \ud751\uc5f0 \uc2dc\uc7a5\uc740 \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 12.29%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ubc30\ud130\ub9ac \ubd80\ubb38\uc740 2025\ub144 \ud751\uc5f0 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 40.98%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 17.94%\uc758 \uc131\uc7a5\ub960\ub85c \ubc1c\uc804\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc740 2025\ub144 \ud751\uc5f0 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 43.91%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ubcf4\uc600\uace0, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 16.99%\uc758 \uc131\uc7a5\ub960\ub85c \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \ub9e4\ucd9c\uc758 55.72%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 11.34%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p># \uae00\ub85c\ubc8c \ud751\uc5f0 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p> \uc131\uc7a5 \ub3d9\uc778 (Driver Impact Analysis)<\/p>\n<p>1.  \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124 \uae09\uc99d (CAGR +3.80% \uc601\ud5a5):<br \/>\n    *   2024\ub144 90\ub9cc \ud1a4\uc5d0\uc11c 2030\ub144 270\ub9cc \ud1a4\uc73c\ub85c \ubc30\ud130\ub9ac \ub4f1\uae09 \ud751\uc5f0 \uc218\uc694\uac00 3\ubc30 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub9e4\ub144 \uc57d 150GWh\uc758 \uc140 \uc0dd\uc0b0 \ub2a5\ub825\uc774 \ucd94\uac00\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   BTR New Material\uc740 2025\ub144 12\ub9cc \ud1a4\uc758 \uc591\uadf9 \uc0dd\uc0b0\ub7c9\uc744 \ucd94\uac00\ud558\uc5ec CATL \ubc0f BYD\uc640\uc758 \uacc4\uc57d\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   Vianode\ub294 \ub178\ub974\uc6e8\uc774\uc5d0 \uc5f0\uac04 1\ub9cc \ud1a4 \uaddc\ubaa8\uc758 \ud569\uc131 \ud751\uc5f0 \uacf5\uc7a5\uc744 \uac00\ub3d9\ud588\uc73c\uba70, Syrah Resources\uc758 Vidalia \uc2dc\uc124\uc740 \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80\uc758 2\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec \ub300\ucd9c \ubcf4\uc99d\uc744 \ubc1b\uc544 2025\ub144 \uc911\ubc18\uae4c\uc9c0 \uc5f0\uac04 11,250\ud1a4\uc5d0 \ub3c4\ub2ec\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   LFP \ubc30\ud130\ub9ac\ub294 \uc591\uadf9 \uc801\uc7ac\ub7c9\uc744 15% \uc99d\uac00\uc2dc\ucf1c \uace0\uae09 \uc140\uc758 \uc2e4\ub9ac\ucf58 \ub300\uccb4 \uc704\ud5d8\uc744 \uc0c1\uc1c4\ud569\ub2c8\ub2e4.<\/p>\n<p>2.  \uc804\uae30\ub85c(EAF) \uc81c\uac15 \ub2a5\ub825 \ud655\uc7a5 (CAGR +2.10% \uc601\ud5a5):<br \/>\n    *   \ud0c8\ud0c4\uc18c\ud654 \uc815\ucc45\uc774 \uace0\ub85c \uc804\ud658\uc744 \ucd09\uc9c4\ud568\uc5d0 \ub530\ub77c EAF \uc81c\uac15\uc740 2024\ub144 85\ub9cc \ud1a4\uc5d0\uc11c 2030\ub144\uae4c\uc9c0 \uc5f0\uac04 110\ub9cc \ud1a4\uc758 \ud751\uc5f0 \uc804\uadf9\uc744 \ud544\uc694\ub85c \ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n    *   HEG Limited\ub294 2025 \ud68c\uacc4\uc5f0\ub3c4\uc5d0 \uc778\ub3c4 \uc778\ud504\ub77c \uc8fc\ub3c4 \ucca0\uac15 \uc218\uc694\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \uc0dd\uc0b0 \ub2a5\ub825 \ud65c\uc6a9\ub960\uc744 72%\ub85c \ub192\uc600\uc2b5\ub2c8\ub2e4.<br \/>\n    *   Graphite India\ub294 \ub3d9\ub0a8\uc544\uc2dc\uc544 \ubc0f \uc911\ub3d9 \uace0\uac1d\uc744 \ub300\uc0c1\uc73c\ub85c \uc5f0\uac04 2\ub9cc \ud1a4 \uaddc\ubaa8\uc758 \ucd08\uace0\uc804\ub825 \uc804\uadf9 \ub77c\uc778\uc744 \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ucd08\uace0\uc804\ub825 \uc804\uadf9\uc740 30%\uc758 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc774 \uc788\uc9c0\ub9cc, \uc6a9\uad11\ub85c \uc5d0\ub108\uc9c0 \uc0ac\uc6a9\ub7c9\uc744 15% \uc808\uac10\ud558\uc5ec \uc81c\ucca0\uc18c \uacbd\uc81c\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>3.  \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \ucd08\uace0\uc21c\ub3c4 \ud569\uc131 \ud751\uc5f0 \uc218\uc694 \uc99d\uac00 (CAGR +1.40% \uc601\ud5a5):<br \/>\n    *   \ucca8\ub2e8 \uce69 \ud328\ud0a4\uc9d5\uc740 1,500W\/m-K\ub97c \ucd08\uacfc\ud558\ub294 \uc5f4 \uc778\ud130\ud398\uc774\uc2a4 \uc7ac\ub8cc\ub97c \ud544\uc694\ub85c \ud558\uba70, \uc774\ub294 50\u00b5m \ubbf8\ub9cc\uc758 \ucd08\uace0\uc21c\ub3c4 \ud569\uc131 \ud751\uc5f0\uc73c\ub85c \ucda9\uc871\ub429\ub2c8\ub2e4.<br \/>\n    *   Tokai Carbon\uacfc Nippon Kokuen\uc740 2025\ub144 \uc774 \ud2c8\uc0c8\uc2dc\uc7a5\uc758 65%\ub97c \uacf5\uae09\ud588\uc73c\uba70, \uc560\uc26c \ud568\ub7c9\uc744 5ppm \ubbf8\ub9cc\uc73c\ub85c \uc904\uc600\uc2b5\ub2c8\ub2e4.<br \/>\n    *   TSMC\uc758 \uc560\ub9ac\uc870\ub098 \uacf5\uc7a5\uc740 CVD \ub3c4\uac00\ub2c8\uc6a9\uc73c\ub85c \uc5f0\uac04 120\ud1a4\uc758 \uace0\uc21c\ub3c4 \ud751\uc5f0\uc744 \uc18c\ube44\ud558\uba70, Intel\uc758 \uc624\ud558\uc774\uc624 \ub2e8\uc9c0\ub294 2027\ub144\ubd80\ud130 \uc5f0\uac04 \uc57d 200\ud1a4\uc744 \ud544\uc694\ub85c \ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n    *   \uc18c\ub7c9(\uc5f0\uac04 15,000\ud1a4)\uc774\uc9c0\ub9cc \ubc30\ud130\ub9ac \ub4f1\uae09 \uc7ac\ub8cc\ubcf4\ub2e4 5~8\ubc30 \ub192\uc740 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc740 \uc790\uaca9\uc744 \uac16\ucd98 \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \ub9e4\ub825\uc801\uc778 \ub9c8\uc9c4\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>4.  \uc911\uad6d\uc758 \uc218\ucd9c \ud5c8\uac00 \uc81c\ub3c4, \uc911\uad6d \uc678 \uacf5\uae09 \ud22c\uc790 \uac00\uc18d\ud654 (CAGR +1.90% \uc601\ud5a5):<br \/>\n    *   2023\ub144 \uc911\uad6d\uc758 \uc218\ucd9c \ud5c8\uac00 \uc694\uac74\uc740 \ucc98\uc74c\uc5d0\ub294 \uc804 \uc138\uacc4 \ud751\uc5f0 \ubb34\uc5ed\uc758 5\ubd84\uc758 1\uc744 \ub3d9\uacb0\uc2dc\ucf30\uc9c0\ub9cc, 2025\ub144 11\uc6d4 \ud5c8\uac00 \uc120\ud0dd\uc801 \uc911\ub2e8\uc740 \uadf8 \ud574 \uc11c\ubc29\uc5d0\uc11c 18\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ubc1c\ud45c\ub97c \ucd09\ubc1c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   Syrah Resources\ub294 \uc911\uad6d \uac00\uacf5\uc744 \uc6b0\ud68c\ud558\uae30 \uc704\ud574 \ubbf8\uad6d \uc5f0\ubc29 \uc9c0\uc6d0\uc744 \ubc1b\uc544 Vidalia\ub97c \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   Northern Graphite\ub294 \uce90\ub098\ub2e4 \uc591\uadf9 \ub77c\uc778\uc5d0 \uc5f0\uac04 25,000\ud1a4\uc758 \ub18d\ucd95\uc561\uc744 \uacf5\uae09\ud558\uae30 \uc704\ud574 \uc628\ud0c0\ub9ac\uc624\uc758 Bissett Creek \uad11\uc0b0\uc744 \uc7ac\uac00\ub3d9\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc774\ub7ec\ud55c \ud1b5\uc81c\ub294 2025\ub144 1\ubd84\uae30\uc5d0 \uc911\uad6d \ud569\uc131 \ud751\uc5f0 \uac00\uaca9\uc744 \uc77c\uc2dc\uc801\uc73c\ub85c 12% \uc0c1\uc2b9\uc2dc\ucf30\uc9c0\ub9cc, \uc0c8\ub85c\uc6b4 \uc11c\ubc29 \uacf5\uae09\uc73c\ub85c \uc5f0\ub9d0\uae4c\uc9c0 \uc0c1\uc2b9\uc138\uac00 \uc644\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5.  \ubc14\uc774\uc624 \uae30\ubc18 &#8220;\uce5c\ud658\uacbd&#8221; \ud569\uc131 \ud751\uc5f0 \uacbd\ub85c\uc758 \ub4f1\uc7a5 (CAGR +0.80% \uc601\ud5a5):<br \/>\n    *   \uc720\ub7fd\uacfc \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c \ubc14\uc774\uc624 \uae30\ubc18\uc758 \uce5c\ud658\uacbd \ud569\uc131 \ud751\uc5f0 \uc0dd\uc0b0 \uacbd\ub85c\uac00 \ubd80\uc0c1\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc7a5\uae30\uc801\uc778 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p> \uc81c\uc57d \uc694\uc778 (Restraint Impact Analysis)<\/p>\n<p>1.  \ud569\uc131 \ud751\uc5f0\uc6a9 \ub2c8\ub4e4 \ucf54\ud06c \uc6d0\ub8cc \ubcd1\ubaa9 \ud604\uc0c1 (CAGR -1.20% \uc601\ud5a5):<br \/>\n    *   Phillips 66\uc740 2024\ub144 \uc11d\uc720 \ub2c8\ub4e4 \ucf54\ud06c \uc0dd\uc0b0\uc744 \uc911\ub2e8\ud558\uc5ec \uc5f0\uac04 18\ub9cc \ud1a4\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uc5c6\uc560\uace0 \uc804 \uc138\uacc4 \uacf5\uae09\uc744 15% \uac10\uc18c\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<br \/>\n    *   GrafTech\uc758 2025\ub144 1\ubd84\uae30 \uc804\uadf9 \ucd9c\ud558\ub7c9\uc740 \uc800\uc720\ud669 \ucf54\ud06c \ud655\ubcf4\uc758 \uc5b4\ub824\uc6c0\uc73c\ub85c 22% \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ucd08\uace0\uc804\ub825 \uc804\uadf9\uc5d0 \uc801\ud569\ud55c \ub2c8\ub4e4 \ucf54\ud06c\ub97c \uc0dd\uc0b0\ud558\ub294 \uc815\uc720 \uacf5\uc7a5\uc740 12\uac1c\uc5d0 \ubd88\uacfc\ud558\uba70, 2022\ub144 \uc774\ud6c4 \ud655\uc7a5 \ubc1c\ud45c\ub294 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ud63c\ud569 \uc6d0\ub8cc\ub294 \uc804\uadf9 \uc218\uba85\uc744 10% \ub2e8\ucd95\uc2dc\ucf1c \ud504\ub9ac\ubbf8\uc5c4 \uc6a9\uad11\ub85c\uc5d0\uc11c\uc758 \uc0ac\uc6a9\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4.<\/p>\n<p>2.  \uc815\uc81c \ub77c\uc778\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c HF \ubc30\ucd9c \uaddc\uc81c (CAGR -0.90% \uc601\ud5a5):<br \/>\n    *   \uc720\ub7fd, \uc911\uad6d, \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c \uc815\uc81c \ub77c\uc778\uc5d0 \ub300\ud55c \ubd88\ud654\uc218\uc18c(HF) \ubc30\ucd9c \uaddc\uc81c\uac00 \uac15\ud654\ub418\uba74\uc11c \uc0dd\uc0b0 \ube44\uc6a9 \uc99d\uac00 \ubc0f \uacf5\uc815 \ubcf5\uc7a1\uc131 \uc99d\uac00\ub85c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc81c\uc57d\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.  \ubc30\ud130\ub9ac \uc591\uadf9 \uc2e4\ub9ac\ucf58 \ub300\uccb4\ub85c \uc778\ud55c kWh\ub2f9 \ud751\uc5f0 \uc0ac\uc6a9\ub7c9 \uac10\uc18c (CAGR -1.00% \uc601\ud5a5):<br \/>\n    *   Sila Nanotechnologies\uc758 Titan Silicon \uc591\uadf9\uc740 2025\ub144 Mercedes-Benz EQG \uc140\uc5d0 \ucc98\uc74c \uc801\uc6a9\ub418\uc5b4 \ud751\uc5f0\uc758 20%\ub97c \ub300\uccb4\ud558\uba74\uc11c \ubd80\ud53c \uc5d0\ub108\uc9c0 \ubc00\ub3c4\ub97c 800Wh\/L\ub85c \ub192\uc600\uc2b5\ub2c8\ub2e4.<br \/>\n    *   IEA \ubaa8\ub378\uc740 2030\ub144\uae4c\uc9c0 EV \ubc30\ud130\ub9ac \uc6a9\ub7c9\uc758 35%\ub97c \uc2e4\ub9ac\ucf58 \ud63c\ud569\ubb3c\uc774 \ucc28\uc9c0\ud558\uc5ec \ud751\uc5f0 \uc0ac\uc6a9\ub7c9\uc774 0.9kg\/kWh\uc5d0\uc11c 0.7kg\/kWh\ub85c \uac10\uc18c\ud560 \uac83\uc73c\ub85c \uc608\uce21\ud569\ub2c8\ub2e4.<br \/>\n    *   \uadf8\ub7ec\ub098 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c LFP \ud329\uc740 \uc5ec\uc804\ud788 \ud751\uc5f0 \uc758\uc874\ub3c4\uac00 \ub192\uc73c\uba70, 2025\ub144 EV \ubaa8\ub378 \uc911 12%\ub9cc\uc774 \uc2e4\ub9ac\ucf58 \uc591\uadf9\uc744 \ucc44\ud0dd\ud588\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc2e4\ub9ac\ucf58 \ub300\uccb4\ub294 \ud30c\uad34\uc801\uc778 \ud798\uc774\ub77c\uae30\ubcf4\ub2e4\ub294 \uc644\ud654\ud558\ub294 \ud798\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p> \uc720\ud615\ubcc4: \ud569\uc131 \ud751\uc5f0\uc758 \uc9c0\ubc30\ub825 \uc18d \ucc9c\uc5f0 \ud751\uc5f0\uc758 \ubd80\uc0c1<\/p>\n<p>*   \ud569\uc131 \ud751\uc5f0: 2025\ub144 \ud751\uc5f0 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 59.09%\ub97c \ucc28\uc9c0\ud558\uba70 \ubc30\ud130\ub9ac \uc591\uadf9 \ubc0f \ucd08\uace0\uc804\ub825 \uc804\uadf9\uc5d0\uc11c \uc21c\ub3c4 \uc6b0\uc704\ub97c \uc810\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d, \uc77c\ubcf8, \ud55c\uad6d\uc774 \ud569\uc131 \uc0dd\uc0b0 \ub2a5\ub825\uc758 78%\ub97c \ucc28\uc9c0\ud558\uc9c0\ub9cc, \ubd81\ubbf8\uc640 \uc720\ub7fd\uc740 2025\ub144\uc5d0 6\ub9cc \ud1a4\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd94\uac00\ud558\uc5ec \uacf5\uae09 \ubcf4\uc548\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4. \uc5d0\ub108\uc9c0 \uc9d1\uc57d\uc801\uc778 \ud751\uc5f0\ud654 \uacf5\uc815\uc740 \ud569\uc131 \uc0dd\uc0b0\uc790\ub4e4\uc744 \ud0c4\uc18c \uac00\uaca9 \ucc45\uc815 \uc704\ud5d8\uc5d0 \ub178\ucd9c\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \ucc9c\uc5f0 \ud751\uc5f0: 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 12.29%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \ub0b4\ud654\ubb3c, \uc724\ud65c\uc81c \ubc0f \ud33d\ucc3d\uc131 \ud751\uc5f0 \uc81c\ud488\uc5d0\uc11c \ub0ae\uc740 \ube44\uc6a9\uc73c\ub85c \uc778\ud574 \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 \ucc9c\uc5f0 \ub18d\ucd95\uc561\uc740 \ud1a4\ub2f9 800~1,200\ub2ec\ub7ec\uc600\ub358 \ubc18\uba74, \ubc30\ud130\ub9ac \ub4f1\uae09 \ud569\uc131 \ud751\uc5f0\uc740 4,500~6,500\ub2ec\ub7ec\ub85c, \uc774\ub7ec\ud55c \uac00\uaca9 \ucc28\uc774\ub294 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uad6c\ub9e4\uc790\ub4e4\uc744 \uc720\uc778\ud569\ub2c8\ub2e4. \ubaa8\uc7a0\ube44\ud06c, \ud0c4\uc790\ub2c8\uc544, \ub9c8\ub2e4\uac00\uc2a4\uce74\ub974, \ube0c\ub77c\uc9c8 \ub4f1 1\uc5b5 \ud1a4 \uc774\uc0c1\uc758 \ub9e4\uc7a5\ub7c9\uc744 \uac00\uc9c4 \uc9c0\uc5ed\uc5d0\uc11c \uc9c0\ub9ac\uc801 \ub2e4\uc591\uc131\uc744 \ud1b5\ud574 \uac15\uc810\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucc9c\uc5f0 \ud751\uc5f0 \uac00\uacf5\uc740 \ud1a4\ub2f9 \uc804\ub825 \uc18c\ube44\uac00 \ud569\uc131 \ud751\uc5f0\uc758 5\ubd84\uc758 1\uc5d0 \ubd88\uacfc\ud558\uba70, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uae30\ubc18\uc758 \uc120\uad11 \uacf5\uc7a5\uc758 \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ubc30\ud130\ub9ac\uac00 \uc804\uadf9 \ubc0f \ub0b4\ud654\ubb3c\uc744 \ub2a5\uac00<\/p>\n<p>*   \ubc30\ud130\ub9ac: 2025\ub144 \uc218\uc694\uc758 40.98%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, EV \uc0dd\uc0b0 \ubaa9\ud45c 3\ucc9c\ub9cc \ub300 \ubc0f \uc815\uc9c0\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58 500GWh \ub2ec\uc131\uc73c\ub85c 2031\ub144\uae4c\uc9c0 17.94%\uc758 \uacac\uace0\ud55c \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4. \ubc30\ud130\ub9ac\uc6a9 \ud751\uc5f0 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144 \uc218\uc900\uc758 \ub450 \ubc30 \uc774\uc0c1\uc778 60\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc804\uadf9: EAF \uc81c\uac15\uc758 \ud655\uc7a5\uc744 \ubc18\uc601\ud558\uc5ec \uc131\uc7a5\ud560 \uac83\uc774\uba70, \uc804\uadf9 \uc7ac\ud65c\uc6a9 \uae30\uc220\uc758 \ubc1c\uc804\ub3c4 \uae30\uc5ec\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ub0b4\ud654\ubb3c\/\uc8fc\uc870\/\uc8fc\ubb3c: \uc54c\ub8e8\ubbf8\ub284 \ubc0f \ub9c8\uadf8\ub124\uc298 \uc81c\ub828\uc18c\uac00 1,800\u00b0C \uc6a9\uc735\uc5d0 \uac15\ud55c \ud751\uc5f0 \uacb0\ud569 \ub77c\uc774\ub2dd\uc744 \ucc44\ud0dd\ud568\uc5d0 \ub530\ub77c \ubc1c\uc804\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc724\ud65c\uc81c \ubc0f \ub9c8\ucc30 \uac1c\uc9c8\uc81c: \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uc911\uc7a5\ube44 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc5f4 \uad00\ub9ac \uc7ac\ub8cc: \ub370\uc774\ud130 \uc13c\ud130 \ud504\ub85c\uc138\uc11c \ubc0f 300W\/cm\u00b2 \uc774\uc0c1\uc758 \uc5f4\uc744 \ubc29\ucd9c\ud558\ub294 \uace0\uc804\ub825 EV \uc778\ubc84\ud130\uc5d0 \ud798\uc785\uc5b4 \uae09\uc99d\ud560 \uac83\uc785\ub2c8\ub2e4. \ube44\ub85d \uc18c\ub7c9 \ubd80\ubb38\uc774\uc9c0\ub9cc, \uc2dc\uc7a5 \uade0\ud615\uc744 \uc720\uc9c0\ud558\ub294 \ub370 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n<p> \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc790\ub3d9\ucc28\uac00 \uc120\ub450, \uc804\uc790\uac00 \uac00\uc18d\ud654<\/p>\n<p>*   \uc790\ub3d9\ucc28: 2025\ub144 \uc218\uc694\uc758 43.91%\ub97c \ucc28\uc9c0\ud558\uba70 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc911 \uac00\uc7a5 \ud070 \ud751\uc5f0 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ubcf4\uc600\uace0, 75kWh \ubc30\ud130\ub9ac \ud329\uacfc \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \uc778\ubc84\ud130\uac00 \ud45c\uc900 \uc7a5\ube44\uac00 \ub428\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 16.99%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc804\uc790: \ubc18\ub3c4\uccb4, \uc18c\ube44\uc790 \uae30\uae30, \ub370\uc774\ud130 \uc13c\ud130 \ud558\ub4dc\uc6e8\uc5b4\ub97c \uc544\uc6b0\ub974\uba70, 500W TDP\ub97c \uad00\ub9ac\ud560 \uc218 \uc788\ub294 \ud751\uc5f0 \ubc29\uc5f4\ud310\uc744 \ud544\uc694\ub85c \ud558\ub294 AI \uac00\uc18d\uae30\uc5d0 \uc758\ud574 \uc131\uc7a5\uc774 \ucd09\uc9c4\ub420 \uac83\uc785\ub2c8\ub2e4. \uc77c\ubcf8, \ud55c\uad6d, \ub300\ub9cc\uc774 \uc804 \uc138\uacc4 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \ub2a5\ub825\uc758 70%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5f0\uac04 \uc57d 15,000\ud1a4\uc758 \ucd08\uace0\uc21c\ub3c4 \ud569\uc131 \ud751\uc5f0\uc744 \uc18c\ube44\ud569\ub2c8\ub2e4.<br \/>\n*   \uc57c\uae08: EAF \uc81c\uac15 \ubc0f \uc54c\ub8e8\ubbf8\ub284 \uc81c\ub828\uc774 \ud655\uc7a5\ub418\uc9c0\ub9cc, \uc790\ub3d9\ucc28 \ubc0f \uc804\uc790 \uc0b0\uc5c5\uc758 \ube60\ub978 \uc131\uc7a5\uacfc \uacbd\uc7c1\ud558\uba74\uc11c \uc644\ub9cc\ud55c \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc5d0\ub108\uc9c0: \uadf8\ub9ac\ub4dc \ubc30\ud130\ub9ac, \uc5f0\ub8cc \uc804\uc9c0, \uc6d0\uc790\ub825 \ubc1c\uc804\uc18c\ub97c \ud3ec\ud568\ud558\uba70, 99.9% \uc21c\ub3c4\uc758 \ud751\uc5f0 \ud3a0\ud2b8 \uc804\uadf9\uc744 \ud544\uc694\ub85c \ud558\ub294 200GWh\uc758 \uc815\uc9c0\ud615 \uc5d0\ub108\uc9c0 \uc800\uc7a5 \uc7a5\uce58 \ucd94\uac00\uc5d0 \ud798\uc785\uc5b4 \ubc1c\uc804\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704: \uc704\uc131 \uc5f4 \uc81c\uc5b4 \ud328\ub110 \ubc0f \uadf9\ucd08\uc74c\uc18d \ucc28\ub7c9 \ub178\uc988\ucf58\uc774 \ud751\uc5f0\uc758 1,500W\/m-K \uc774\uc0c1\uc758 \uc804\ub3c4\uc131\uacfc \ub0b4\ub9c8\ubaa8\uc131\uc744 \ud65c\uc6a9\ud568\uc5d0 \ub530\ub77c \uc0c1\ub2f9\ud55c \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud2b9\uc218 \ub4f1\uae09\uc740 \uc77c\ubc18 \uc0c1\ud488\ubcf4\ub2e4 10~15\ubc30 \ub192\uc740 \uac00\uaca9\uc744 \ud615\uc131\ud558\uc5ec SGL Carbon \ubc0f Mersen\uacfc \uac19\uc740 \ud2b9\uc218 \uacf5\uae09\uc5c5\uccb4\ub97c \uc774 \ubd80\ubb38\uc73c\ub85c \uc720\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\uae30\ud654\ub41c \uc6b4\uc1a1, AI \uae30\ubc18 \ucef4\ud4e8\ud305, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc800\uc7a5\uc758 \ubcf5\ud569\uc801\uc778 \uc601\ud5a5\uc740 \uace0\uc21c\ub3c4 \ud569\uc131 \ud751\uc5f0 \ub4f1\uae09\uc73c\ub85c \uc218\uc694\ub97c \uc804\ud658\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc815\uc81c \uc804\ubb38 \uc9c0\uc2dd\uc774 \ubd80\uc871\ud55c \uc2e0\uaddc \uc9c4\uc785\uc790\uc5d0\uac8c\ub294 \uae30\uc220 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 55.72%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 11.34%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc740 CATL \ubc0f BYD\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uae30 \uc704\ud574 2024\ub144\uc5d0\uc11c 2025\ub144 \uc0ac\uc774\uc5d0 120\ub9cc \ud1a4\uc758 \uc0c8\ub85c\uc6b4 \ud569\uc131 \ud751\uc5f0 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac00\ub3d9\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uacfc \ud55c\uad6d\uc740 \ubc18\ub3c4\uccb4 \ub4f1\uae09 \uc0dd\uc0b0\ub7c9\uc758 65%\ub97c \ucc28\uc9c0\ud558\uba70, TSMC, \uc0bc\uc131, \uc778\ud154 \uacf5\uc7a5\uc5d0 \uc5f0\uac04 12,000\ud1a4\uc758 \ucd08\uace0\uc21c\ub3c4 \uc7ac\ub8cc\ub97c \uc218\ucd9c\ud569\ub2c8\ub2e4. \uc778\ub3c4\uc758 \uc804\uadf9 \uc0dd\uc0b0\uc790\ub4e4\uc740 \uad6d\ub0b4 EAF \uc81c\uac15 \uc131\uc7a5\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 2025 \ud68c\uacc4\uc5f0\ub3c4\uc5d0 \ud65c\uc6a9\ub960\uc744 72%\ub85c \ub192\uc600\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 2025\ub144 \uad6d\ub0b4 \uc591\uadf9 \ub3c5\ub9bd\uc744 \ubaa9\ud45c\ub85c \ud55c 12\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc774 \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. Syrah\uc758 Vidalia \uacf5\uc7a5\uc740 2025\ub144\uc5d0 11,250\ud1a4\uc5d0 \ub3c4\ub2ec\ud588\uc73c\uba70 2028\ub144\uae4c\uc9c0 40,000\ud1a4\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. NOVONIX\ub294 2027\ub144\uc5d0 \uac00\ub3d9\ub420 \ud14c\ub124\uc2dc\uc758 30,000\ud1a4 \uaddc\ubaa8 \ud569\uc131 \uc2dc\uc124 \uac74\uc124\uc744 \uc704\ud574 1\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc758 \uc5d0\ub108\uc9c0\ubd80 \ubcf4\uc870\uae08\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uce90\ub098\ub2e4\uc758 Bissett Creek \uad11\uc0b0\uc740 2024\ub144\uc5d0 \uc7ac\uac00\ub3d9\ub418\uc5b4 \uc5f0\uac04 25,000\ud1a4\uc758 \ub18d\ucd95\uc561\uc744 \uacf5\uae09\ud558\uba70, \ud14c\uc2ac\ub77c\uc758 \uba55\uc2dc\ucf54 \ubaac\ud14c\ub808\uc774 \uae30\uac00\ud329\ud1a0\ub9ac\ub294 2027\ub144\uae4c\uc9c0 \uc5f0\uac04 8,000\ud1a4\uc758 \uc591\uadf9 \uc7ac\ub8cc\ub97c \ud544\uc694\ub85c \ud560 \uac83\uc785\ub2c8\ub2e4. Phillips 66\uc758 2024\ub144 \ucca0\uc218\ub85c \uc778\ud574 \ud604\uc9c0 \uc6d0\ub8cc \uacf5\uae09\uc6d0\uc774 \uc0ac\ub77c\uc9c0\uba74\uc11c \ub2c8\ub4e4 \ucf54\ud06c \ubd80\uc871\uc740 \uc774 \uc9c0\uc5ed\uc758 \uac00\uc7a5 \ud070 \uc81c\uc57d\uc73c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ub178\ub974\uc6e8\uc774 Vianode \uacf5\uc7a5\uc774 2025\ub144 3\uc6d4 1\uc5b5 5\ucc9c\ub9cc \uc720\ub85c\ub97c \uc870\ub2ec\ud558\uc5ec 2030\ub144\uae4c\uc9c0 1\ub9cc \ud1a4\uc5d0\uc11c 5\ub9cc \ud1a4\uc73c\ub85c \uaddc\ubaa8\ub97c \ud655\uc7a5\ud558\ub294 \ub370 \ud798\uc785\uc5b4 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. \uc2a4\uc6e8\ub374 Talga Group\uc740 1\uc5b5 5\ucc9c\ub9cc \uc720\ub85c\uc758 \uc720\ub7fd \ud22c\uc790 \uc740\ud589 \ub300\ucd9c\uc744 \ud655\ubcf4\ud558\uc5ec 2027\ub144\uae4c\uc9c0 Vittangi \ucc9c\uc5f0 \ud751\uc5f0 \ud504\ub85c\uc81d\ud2b8\ub97c 19,500\ud1a4\uc73c\ub85c \ud655\uc7a5\ud558\uace0 \uc218\ub825 \ubc1c\uc804\uc744 \uc0ac\uc6a9\ud558\uc5ec 1.2kg CO\u2082\/kg\uc758 \ud0c4\uc18c \ubc1c\uc790\uad6d\uc744 \ub2ec\uc131\ud560 \uac83\uc785\ub2c8\ub2e4. \ub3c5\uc77c\uc758 SGL Carbon\uacfc \ud504\ub791\uc2a4\uc758 Mersen\uc740 \ubc18\ub3c4\uccb4 \ubc0f \ud56d\uacf5\uc6b0\uc8fc\uc6a9 \ud2b9\uc218 \ud751\uc5f0 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd1d 5,000\ud1a4 \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4. 2026\ub144\ubd80\ud130 \ub2e8\uacc4\uc801\uc73c\ub85c \uc2dc\ud589\ub418\ub294 EU\uc758 \ud0c4\uc18c \uad6d\uacbd \uc870\uc815 \uba54\ucee4\ub2c8\uc998(CBAM)\uc740 \uc800\ubc30\ucd9c \ud751\uc5f0 \ubc0f EAF \uc81c\uac15\uc73c\ub85c \uc218\uc694\ub97c \uc804\ud658\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4. \ubd81\uc720\ub7fd \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc800\ub834\ud55c \uc7ac\uc0dd \uc5d0\ub108\uc9c0\uc640 \uc720\ub7fd \uae30\uac00\ud329\ud1a0\ub9ac\uc640\uc758 \uadfc\uc811\uc131\uc744 \ud65c\uc6a9\ud558\uc5ec \ud751\uc5f0 \uc2dc\uc7a5\uc5d0\uc11c \uce5c\ud658\uacbd \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uac1c\ucc99\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ud751\uc5f0 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud1b5\ud569\uc744 \ubcf4\uc785\ub2c8\ub2e4. \ucc9c\uc5f0 \ud751\uc5f0 \ubd84\uc57c\uc5d0\uc11c\ub294 40\uac1c \uc774\uc0c1\uc758 \ucc44\uad74\uc5c5\uccb4\uc640 \uac00\uacf5\uc5c5\uccb4\uac00 \uacbd\uc7c1\ud558\uba70, Syrah Resources, Northern Graphite, Talga Group\uc774 \uc120\ub450 \uc8fc\uc790\uc785\ub2c8\ub2e4. \uc218\uc9c1 \ud1b5\ud569\uc774 \uc9c0\ubc30\uc801\uc778 \uc804\ub7b5\uc73c\ub85c, BTR\uc758 2024\ub144 \ubaa8\uc7a0\ube44\ud06c \ud50c\ub808\uc774\ud06c \uad11\uc0b0 \uc778\uc218\ub294 \uc6d0\uc790\uc7ac \ube44\uc6a9\uc744 18% \uc808\uac10\ud588\uc73c\uba70, Vianode\uc758 \uc800\uc628 \ud569\uc131 \uae30\uc220\uc740 \uc644\uc804\ud788 \uaddc\ubaa8\uac00 \ud655\uc7a5\ub418\uba74 \uc911\uad6d \uc0dd\uc0b0\ub7c9\ubcf4\ub2e4 10% \ub0ae\uc740 \uac00\uaca9\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. Mason Graphite \ubc0f Triton Minerals\uc640 \uac19\uc740 \uc18c\uaddc\ubaa8 \uc5c5\uccb4\ub4e4\uc740 \uaddc\ubaa8\uc758 \uc774\uc810\uc774 \ub35c \uacb0\uc815\uc801\uc778 \ud33d\ucc3d\uc131 \ud751\uc5f0 \ubc0f \ub0b4\ud654\ubb3c \ud2c8\uc0c8\uc2dc\uc7a5\uc744\uacf5\ub7b5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud569\uc131 \ud751\uc5f0 \ubd84\uc57c\uc5d0\uc11c\ub294 \uc911\uad6d \uae30\uc5c5\ub4e4\uc774 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \ud2b9\ud788 \ubc30\ud130\ub9ac \uc74c\uadf9\uc7ac \uc2dc\uc7a5\uc5d0\uc11c \uac15\ub825\ud55c \uacbd\uc7c1\ub825\uc744 \ubcf4\uc785\ub2c8\ub2e4. Posco Future M, Showa Denko, Shanshan \ub4f1\uc774 \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9c4\uc785 \uc7a5\ubcbd\uc740 \ub192\uc9c0 \uc54a\uc9c0\ub9cc, \ud488\uc9c8 \uc77c\uad00\uc131, \uc0dd\uc0b0 \uaddc\ubaa8, \uadf8\ub9ac\uace0 \ube44\uc6a9 \ud6a8\uc728\uc131\uc774 \uacbd\uc7c1 \uc6b0\uc704\ub97c \uacb0\uc815\ud558\ub294 \ud575\uc2ec \uc694\uc18c\uc785\ub2c8\ub2e4. \ud2b9\ud788 \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc218\uc694 \uc99d\uac00\uc5d0 \ub530\ub77c \uace0\uc131\ub2a5 \ud751\uc5f0\uc5d0 \ub300\ud55c \uc694\uad6c\uac00 \ucee4\uc9c0\uba74\uc11c, \uae30\uc220 \ud601\uc2e0\uacfc \uc9c0\uc18d \uac00\ub2a5\ud55c \uacf5\uae09\ub9dd \uad6c\ucd95\uc774 \ub354\uc6b1 \uc911\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ud751\uc5f0 \uc2dc\uc7a5 \ubd84\uc11d \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 2025\ub144 \uae30\uc900 \uae00\ub85c\ubc8c \ud751\uc5f0 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, \ucc9c\uc5f0 \ud751\uc5f0\uacfc \uc778\uc870 \ud751\uc5f0\uc758 \ubc8c\ud06c \ub610\ub294 \uac00\uacf5 \ud615\ud0dc \ud310\ub9e4 \uac00\uce58\ub97c \ub2e4\ub8f9\ub2c8\ub2e4. \uc8fc\uc694 \uc801\uc6a9 \ubd84\uc57c\ub85c\ub294 \ubc30\ud130\ub9ac, \ub0b4\ud654\ubb3c, \uc804\uadf9, \uc8fc\uc870 \ucca8\uac00\uc81c, \uc724\ud65c\uc81c \ubc0f \uae30\ud0c0 \uc0b0\uc5c5 \uc6a9\ub3c4\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ub2e4\ub9cc, \ud0c4\uc18c \uc12c\uc720, \uadf8\ub798\ud540, \ub2e4\uc774\uc544\ubaac\ub4dc \uc720\uc0ac \ud0c4\uc18c \ucf54\ud305\uacfc \uac19\uc740 \ud2b9\uc218 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \uc81c\ud488\uc740 \uacf5\uae09\ub9dd \ubc0f \uac00\uaca9 \ub17c\ub9ac\uac00 \uc0c1\uc774\ud558\uc5ec \ubd84\uc11d \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \ub3d9\uc778<br \/>\n\ud751\uc5f0 \uc2dc\uc7a5\uc740 \uc5ec\ub7ec \uac15\ub825\ud55c \ub3d9\uc778\uc5d0 \uc758\ud574 \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uccab\uc9f8, \ub9ac\ud2ac \uc774\uc628 \ubc30\ud130\ub9ac \uae30\uac00\ud329\ud1a0\ub9ac \uac74\uc124\uc774 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uae09\uc99d\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac\uc758 \ud575\uc2ec \uc18c\uc7ac\uc778 \ud751\uc5f0 \uc218\uc694\ub97c \uacac\uc778\ud569\ub2c8\ub2e4. \ub458\uc9f8, \uc804\uae30\ub85c(EAF) \uac15\ucca0 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \ud655\uc7a5\uc740 \uc804\uadf9\uc6a9 \ud751\uc5f0 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc14b\uc9f8, \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc5d0\uc11c \ucd08\uace0\uc21c\ub3c4 \uc778\uc870 \ud751\uc5f0\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uafb8\uc900\ud788 \uc0c1\uc2b9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub137\uc9f8, \uc911\uad6d\uc758 \uc218\ucd9c \ud5c8\uac00 \uc81c\ub3c4 \uac15\ud654\ub294 \uc911\uad6d \uc678 \uc9c0\uc5ed\uc5d0\uc11c\uc758 \ud751\uc5f0 \uacf5\uae09 \ud22c\uc790 \ud655\ub300\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \ubc14\uc774\uc624 \uae30\ubc18\uc758 &#8220;\uce5c\ud658\uacbd&#8221; \uc778\uc870 \ud751\uc5f0 \uc0dd\uc0b0 \uacbd\ub85c\uc758 \ub4f1\uc7a5\uc740 \uc9c0\uc18d \uac00\ub2a5\ud55c \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\uc131\uc7a5 \ub3d9\uc778\uacfc \ud568\uaed8 \uc2dc\uc7a5\uc740 \uba87 \uac00\uc9c0 \uc81c\uc57d \uc694\uc778\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uc778\uc870 \ud751\uc5f0 \uc0dd\uc0b0\uc5d0 \ud544\uc218\uc801\uc778 \ub2c8\ub4e4 \ucf54\ud06c\uc2a4 \uc6d0\ub8cc\uc758 \ubcd1\ubaa9 \ud604\uc0c1\uc774 \uacf5\uae09\ub9dd\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ud751\uc5f0 \uc815\uc81c \ub77c\uc778\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \ubd88\ud654\uc218\uc18c(HF) \ubc30\ucd9c \uaddc\uc81c\ub294 \uc0dd\uc0b0 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7a5\uae30\uc801\uc73c\ub85c\ub294 \ubc30\ud130\ub9ac \uc591\uadf9\uc7ac\uc5d0 \uc2e4\ub9ac\ucf58\uc774 \ubd80\ubd84\uc801\uc73c\ub85c \ub300\uccb4\ub418\uba74\uc11c kWh\ub2f9 \ud751\uc5f0 \uc0ac\uc6a9\ub7c9\uc774 \uac10\uc18c\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc608\uce21<br \/>\n\ubcf4\uace0\uc11c\ub294 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d\uacfc \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778(\uacf5\uae09\uc5c5\uccb4 \ubc0f \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825, \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \ub300\uccb4 \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4\uc758 \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4)\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uad6c\uc870\ub97c \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4.<br \/>\n\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc740 \uc720\ud615(\ucc9c\uc5f0 \ud751\uc5f0, \uc778\uc870 \ud751\uc5f0), \uc801\uc6a9 \ubd84\uc57c(\uc804\uadf9, \ub0b4\ud654\ubb3c, \uc8fc\uc870 \ubc0f \uc8fc\ubb3c, \ubc30\ud130\ub9ac, \uc724\ud65c\uc81c, \uae30\ud0c0), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc57c\uae08, \uc804\uc790, \uc790\ub3d9\ucc28, \uae30\ud0c0), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \uc81c\uacf5\ub429\ub2c8\ub2e4.<br \/>\n\uc8fc\uc694 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uc804\uae30\ucc28(EV) \ubc30\ud130\ub9ac\uc6a9 \ud751\uc5f0 \uc218\uc694\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 17.94%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2025\ub144 \uae30\uc900 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc804\uccb4 \ub9e4\ucd9c\uc758 55.72%\ub97c \ucc28\uc9c0\ud558\uba70 \ud751\uc5f0 \uacf5\uae09 \ubc0f \uc218\uc694\uc758 \uc9c0\ubc30\uc801\uc778 \uc911\uc2ec\uc9c0 \uc5ed\ud560\uc744 \uc9c0\uc18d\ud560 \uac83\uc785\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \ud63c\ud569 \uc591\uadf9\uc7ac\ub294 2030\ub144\uae4c\uc9c0 kWh\ub2f9 \ud751\uc5f0 \uc0ac\uc6a9\ub7c9\uc744 0.9kg\uc5d0\uc11c 0.7kg\uc73c\ub85c \ub0ae\ucd9c \uc218 \uc788\uc73c\ub098, \ube44\uc6a9 \ud6a8\uc728\uc131\uc774 \uc911\uc694\ud55c LFP(\ub9ac\ud2ac\uc778\uc0b0\ucca0) \ubc30\ud130\ub9ac \uc140\uc5d0\uc11c\ub294 \ud751\uc5f0\uc774 \uc5ec\uc804\ud788 \ud575\uc2ec \uc18c\uc7ac\ub85c \ub0a8\uc744 \uac83\uc785\ub2c8\ub2e4. Vianode, Talga Group, Levidian\uacfc \uac19\uc740 \uae30\uc5c5\ub4e4\uc740 \uae30\uc874 \ud569\uc131 \uacbd\ub85c \ub300\ube44 \ud0c4\uc18c \ubc30\ucd9c\ub7c9\uc744 40~100% \uc808\uac10\ud558\ub294 \uc800\ud0c4\uc18c \ud751\uc5f0 \uc0dd\uc0b0 \uacf5\uc815\uc744 \uac1c\ubc1c\ud558\uba70 \uc2dc\uc7a5 \ud601\uc2e0\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uc804\ub9dd<br \/>\n\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704 \ubd84\uc11d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. Graphit Kropfm\u00fchl GmbH, Asbury Carbons, BTR New Material Group, GrafTech International \ub4f1 20\uac1c \uc774\uc0c1\uc758 \uc8fc\uc694 \uae30\uc5c5\uc5d0 \ub300\ud55c \uc0c1\uc138 \ud504\ub85c\ud544\uc774 \uc81c\uacf5\ub418\uc5b4 \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5\uc801 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ub4f1\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n\ubbf8\ub798 \uc804\ub9dd \uc139\uc158\uc5d0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d \ud3c9\uac00, \uacf5\uae09\ub9dd \ub2e4\uac01\ud654 \ubc0f \uc7ac\ud65c\uc6a9 \uc774\ub2c8\uc154\ud2f0\ube0c\ub97c \ud1b5\ud574 \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \ubaa8\uc0c9\ud569\ub2c8\ub2e4.<\/p>\n<p>5. \uc5f0\uad6c \ubc29\ubc95\ub860 \ubc0f \uc2e0\ub8b0\uc131<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\uc758 \uc5f0\uad6c \ubc29\ubc95\ub860\uc740 \ud751\uc5f0 \ucc44\uad74\uc5c5\uccb4, \uc591\uadf9\uc7ac \uac00\uacf5\uc5c5\uccb4, \ubc30\ud130\ub9ac \uc140 \uc81c\uc870\uc5c5\uccb4 \ub4f1\uacfc\uc758 \uc2ec\uce35 \uc778\ud130\ubdf0\ub97c \ud1b5\ud55c 1\ucc28 \uc870\uc0ac\uc640 USGS, UN Comtrade, World Steel Association, IEA \ub4f1 \uacf5\uacf5 \ub370\uc774\ud130 \ubc0f \uae30\uc5c5 \ubcf4\uace0\uc11c\ub97c \ud65c\uc6a9\ud55c 2\ucc28 \uc870\uc0ac\ub97c \uacb0\ud569\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc740 EV \ubc30\ud130\ub9ac \uae30\uac00\ud329\ud1a0\ub9ac \uc99d\uc124, EAF \uac15\ucca0 \uc810\uc720\uc728, \ub2c8\ub4e4 \ucf54\ud06c\uc2a4 \uac00\uaca9 \ubcc0\ub3d9 \ub4f1 \ud575\uc2ec \ubcc0\uc218\ub97c \uace0\ub824\ud55c \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 2030\ub144\uae4c\uc9c0\uc758 \ub3d9\uc778\uc744 \uc608\uce21\ud569\ub2c8\ub2e4. Mordor Intelligence\uc758 \ud751\uc5f0 \uc2dc\uc7a5 \uae30\uc900\uc740 \uba85\ud655\ud55c \ubc94\uc704 \uc124\uc815, \uc5f0\uac04 \uc5c5\ub370\uc774\ud2b8, \uadf8\ub9ac\uace0 \ub2e4\uc591\ud55c \ubc29\ubc95\ub860\uc744 \ud1b5\ud55c \uc5c4\uaca9\ud55c \uac80\uc99d \uacfc\uc815\uc744 \uac70\uccd0 \uc758\uc0ac \uacb0\uc815\uc790\ub4e4\uc774 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud22c\uba85\ud558\uace0 \ubc18\ubcf5 \uac00\ub2a5\ud55c \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-59700","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\/59700"}],"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=59700"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/59700\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=59700"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=59700"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=59700"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}