{"id":59790,"date":"2026-02-26T23:56:06","date_gmt":"2026-02-26T23:56:06","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/copper-market-mordor\/"},"modified":"2026-09-18T16:56:39","modified_gmt":"2026-09-18T07:56:39","slug":"copper-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/copper-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uad6c\ub9ac \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\/copper-market-1758537789741-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\/copper-market-size-image-1770993790755.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 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825\ub9dd \uc804\ub825\ud654\ub85c \uc778\ud55c \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc804\uae30\ucc28 \uad6c\ub9ac \uc0ac\uc6a9\ub7c9\uc758 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc2e0\ud765 \uc2dc\uc7a5\uc758 \ub3c4\uc2dc \uc778\ud504\ub77c \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud574\uc0c1 \ud48d\ub825\uc6a9 HVDC \ud574\uc800 \ucf00\uc774\ube14<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc758\ub8cc \ubd84\uc57c\uc758 \ud56d\uade0 \uad6c\ub9ac \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 \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c \ubc0f \ud5c8\uac00 \uc9c0\uc5f0<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud22c\uae30 \uac70\ub798\ub85c \uc778\ud55c \uad6c\ub9ac \uac00\uaca9 \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \uacbd\ub7c9 \ub300\uccb4 \ub3c4\uccb4\uc640\uc758 \uacbd\uc7c1<\/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 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/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 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.5.4 \ub300\uccb4 \uc81c\ud488\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 (\ubb3c\ub7c9)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ucd9c\ucc98\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ucc44\uad74<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc7ac\ud65c\uc6a9<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uac74\ucd95<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc6b4\uc1a1<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc18c\ube44\uc7ac \ubc0f \uc804\uc790 \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.2.6 \uae30\ud0c0<\/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 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.3.1.4 \ub300\ud55c\ubbfc\uad6d<\/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 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.3.3 \ud504\ub791\uc2a4<\/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 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.3.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.3.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.3.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.3.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.3.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.3.5.2 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.3.5.3 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 (%)\/\uc21c\uc704 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\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 Antofagasta plc<\/li>\n<li class=\"toc-level-3\">6.4.2 Aurubis AG<\/li>\n<li class=\"toc-level-3\">6.4.3 BHP<\/li>\n<li class=\"toc-level-3\">6.4.4 Codelco<\/li>\n<li class=\"toc-level-3\">6.4.5 First Quantum Minerals<\/li>\n<li class=\"toc-level-3\">6.4.6 Freeport-McMoRan<\/li>\n<li class=\"toc-level-3\">6.4.7 Glencore<\/li>\n<li class=\"toc-level-3\">6.4.8 Grupo Mexico (Southern Copper Corporation)<\/li>\n<li class=\"toc-level-3\">6.4.9 Hindustan Copper Limited<\/li>\n<li class=\"toc-level-3\">6.4.10 Jiangxi Copper Corporation<\/li>\n<li class=\"toc-level-3\">6.4.11 Kaz Minerals<\/li>\n<li class=\"toc-level-3\">6.4.12 KGHM<\/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>\uad6c\ub9ac \uc2dc\uc7a5 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2026-2031\ub144 \uc804\ub9dd<\/p>\n<p>\ubcf4\uace0\uc11c \uac1c\uc694<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uad6c\ub9ac \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uacf5\uae09\uc6d0(\ucc44\uad74 \ubc0f \uc7ac\ud65c\uc6a9), \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5(\uac74\ucd95 \uac74\uc124, \uc778\ud504\ub77c, \uc0b0\uc5c5, \uc6b4\uc1a1, \uc18c\ube44\uc7ac \ubc0f \uc804\uc790 \uc7a5\ube44, \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\uc73c\uba70, \uc2dc\uc7a5 \uc608\uce21\uc740 \ubb3c\ub7c9(\ud1a4) \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\uad6c\ub9ac \uc2dc\uc7a5\uc740 2025\ub144 2,629\ub9cc \ud1a4\uc5d0\uc11c 2026\ub144 2,734\ub9cc \ud1a4\uc73c\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ub418\uba70, 2031\ub144\uc5d0\ub294 3,327\ub9cc \ud1a4\uc5d0 \ub2ec\ud558\uc5ec 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.01%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uad6c\uc870\uc801\uc778 \uc804\uae30\ud654 \ucd94\uc138, \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ud504\ub85c\uc81d\ud2b8\uc758 \ub192\uc740 \uad6c\ub9ac \uc9d1\uc57d\ub3c4(\uae30\uc874 \ubc1c\uc804 \ubc29\uc2dd \ub300\ube44 5\ubc30), \uadf8\ub9ac\uace0 \uc804\ub825\ub9dd \ud604\ub300\ud654 \ud504\ub85c\uadf8\ub7a8\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uae30\ucc28(EV), \ub370\uc774\ud130 \uc13c\ud130 \uac74\uc124, \uc2a4\ub9c8\ud2b8 \uc2dc\ud2f0 \uad6c\ucd95\uc758 \uc218\uc694 \uc99d\uac00 \ub610\ud55c \uad6c\ub9ac \uc2dc\uc7a5 \ud655\uc7a5\uc5d0 \ud06c\uac8c \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacf5\uae09 \uce21\uba74\uc5d0\uc11c\ub294 \uad11\uc11d \ub4f1\uae09 \ud558\ub77d\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uad11\uc0b0\uc5c5\uccb4\ub4e4\uc774 \ube0c\ub77c\uc6b4\ud544\ub4dc(\uae30\uc874 \uad11\uc0b0 \ud655\uc7a5) \ud22c\uc790\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uc7ac\ud65c\uc6a9 \uad6c\ub9ac\ub294 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131\uacfc \ub0ae\uc740 \ud0c4\uc18c \ubc1c\uc790\uad6d \ub355\ubd84\uc5d0 \uc720\ud2f8\ub9ac\ud2f0, \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4, \uc804\uc790 \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc5d0\uac8c \uacbd\uc81c\uc801, \ud658\uacbd\uc801\uc73c\ub85c \ub9e4\ub825\uc801\uc778 \ub300\uc548\uc73c\ub85c \ubd80\uc0c1\ud558\uba70 \uc548\uc815\uc801\uc778 \uc870\ub2ec \uc635\uc158\uc744 \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \ud22c\uae30\uc801 \uac70\ub798\uc640 \uad00\uc138 \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \uc778\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc131\uc5d0 \uc9c1\uba74\ud574 \uc788\uc73c\uba70, \uc774\uc5d0 \ub530\ub77c \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc7a5\uae30 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uac70\ub098 \uc2a4\ud06c\ub7a9 \uc6d0\ub8cc\ub85c \ub2e4\ubcc0\ud654\ud558\ub294 \uc804\ub7b5\uc744 \ubaa8\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>1. \uc131\uc7a5 \ub3d9\uc778 (Drivers)<\/p>\n<p>*   \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825\ub9dd \uc804\uae30\ud654 \uc218\uc694 \ud655\ub300 (+1.2% CAGR \uc601\ud5a5): \ud48d\ub825 \ub610\ub294 \ud0dc\uc591\uad11 \ubc1c\uc804 1\uba54\uac00\uc640\ud2b8(MW)\ub2f9 \uae30\uc874 \ubc1c\uc804 \ubc29\uc2dd\ubcf4\ub2e4 \uc57d 5\ubc30 \ub9ce\uc740 \uad6c\ub9ac\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. 3MW \uc721\uc0c1 \ud48d\ub825 \ud130\ube48\uc5d0\ub294 4.7\uc1fc\ud2b8\ud1a4, 1MW \ud0dc\uc591\uad11 \ubc1c\uc804\uc18c\uc5d0\ub294 5.5\uc1fc\ud2b8\ud1a4\uc758 \uad6c\ub9ac\uac00 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uace0\uc804\uc555 \uc9c1\ub958(HVDC) \uc1a1\uc804\uc120\uc740 \uc218\ucc9c \ud1a4\uc758 \uad6c\ub9ac\ub97c \ud544\uc694\ub85c \ud558\uba70, \uc804 \uc138\uacc4\uc801\uc778 \uc804\ub825\ub9dd \uac15\ud654 \ud504\ub85c\uadf8\ub7a8\uc774 \uc774\ub7ec\ud55c \uc218\uc694\ub97c \uc99d\ud3ed\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 \uad6d\uc601 \uc804\ub825\ub9dd \ud22c\uc790 \uacc4\ud68d\uacfc \uc720\ub7fd\uc758 \ud574\uc0c1 \ud48d\ub825 \uc5f0\uacc4\ub9dd \uad6c\ucd95\uc774 \ub300\ud45c\uc801\uc778 \uc608\uc2dc\uc785\ub2c8\ub2e4. (\uc8fc\uc694 \uc9c0\uc5ed: \uc804 \uc138\uacc4, \ud2b9\ud788 \uc911\uad6d, EU, \ubd81\ubbf8 \/ \uc601\ud5a5 \uae30\uac04: \uc911\uae30(2-4\ub144))<br \/>\n*   \uc804\uae30\ucc28(EV) \uad6c\ub9ac \uc9d1\uc57d\ub3c4 \uae09\uc99d (+0.9% CAGR \uc601\ud5a5): \ubc30\ud130\ub9ac \uc804\uae30\ucc28\ub294 \ub0b4\uc5f0\uae30\uad00\ucc28(51\ud30c\uc6b4\ub4dc)\ubcf4\ub2e4 \uc57d 3.6\ubc30 \ub9ce\uc740 183\ud30c\uc6b4\ub4dc\uc758 \uad6c\ub9ac\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \ub610\ud55c, \uc9c1\ub958(DC) \uae09\uc18d \ucda9\uc804\uae30 \ud558\ub098\uc5d0\ub3c4 \ucd5c\ub300 17\ud30c\uc6b4\ub4dc\uc758 \uad6c\ub9ac\uac00 \ub4e4\uc5b4\uac11\ub2c8\ub2e4. \uc790\ub3d9\ucc28 OEM\ub4e4\uc740 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\uc5d0 \ub300\ube44\ud558\uc5ec \uad11\uc0b0 \uac1c\ubc1c \uae30\uac04\uc744 \ucd08\uacfc\ud558\ub294 \ub2e4\ub144 \uacf5\uae09 \uacc4\uc57d\uc744 \ud611\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. (\uc8fc\uc694 \uc9c0\uc5ed: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc911\uc2ec, \ubd81\ubbf8 \ubc0f \uc720\ub7fd\uc73c\ub85c \ud655\uc0b0 \/ \uc601\ud5a5 \uae30\uac04: \uc911\uae30(2-4\ub144))<br \/>\n*   \uc2e0\ud765 \uc2dc\uc7a5\uc758 \ub3c4\uc2dc \uc778\ud504\ub77c \ud655\uc7a5 (+0.7% CAGR \uc601\ud5a5): \uc778\ub3c4, \uc778\ub3c4\ub124\uc2dc\uc544, \ub098\uc774\uc9c0\ub9ac\uc544 \ub4f1\uc9c0\uc758 \uba54\uac00\uc2dc\ud2f0 \ud504\ub85c\uc81d\ud2b8\ub294 \uc804\ub825 \ucf00\uc774\ube14, \ubc30\uad00, \uc2a4\ub9c8\ud2b8 \uc13c\uc11c \ub4f1\uc5d0 \ub9c9\ub300\ud55c \uc591\uc758 \uad6c\ub9ac\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc778\ub3c4\ub294 \uc218\uc785 \uc758\uc874\ub3c4\ub97c \uc904\uc774\uae30 \uc704\ud574 14\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc0c8\ub85c\uc6b4 \uc81c\ub828\uc18c\ub97c \uac74\uc124\ud558\uba70 \ub450 \uc790\ub9bf\uc218 \uc5f0\uac04 \uc18c\ube44 \uc99d\uac00\ub97c \uc608\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc758 \ub178\ud6c4\ud654\ub41c \ub0a9 \uc218\ub3c4\uad00 \uad50\uccb4 \ub610\ud55c \ub2e8\uae30\uc801\uc778 \uad6c\ub9ac \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. (\uc8fc\uc694 \uc9c0\uc5ed: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74, \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \/ \uc601\ud5a5 \uae30\uac04: \uc7a5\uae30(4\ub144 \uc774\uc0c1))<br \/>\n*   \ud574\uc0c1 \ud48d\ub825\uc6a9 HVDC \ud574\uc800 \ucf00\uc774\ube14 (+0.4% CAGR \uc601\ud5a5): \uc6d0\uac70\ub9ac \ud574\uc0c1 \ud48d\ub825 \ub2e8\uc9c0\ub97c \uc721\uc0c1 \uc804\ub825\ub9dd\uacfc \uc5f0\uacb0\ud558\ub294 \ud574\uc800 \uc1a1\uc804\uc120\uc740 \ub178\uc120\ub2f9 \uc218\ucc9c \ud1a4\uc758 \uad6c\ub9ac\ub97c \uc18c\ube44\ud558\uba70, \ubd80\uc720\uc2dd \ud48d\ub825 \ud50c\ub7ab\ud3fc\uc740 \ucf00\uc774\ube14 \uae38\uc774\ub97c \ub354\uc6b1 \ub298\ub9bd\ub2c8\ub2e4. \ubd81\ud574, \ub300\ub9cc \ud574\ud611, \uc77c\ubcf8 \ud0dc\ud3c9\uc591 \uc5f0\uc548\uc758 \ud504\ub85c\uc81d\ud2b8\ub4e4\uc740 \uad6c\ub9ac \uc0ac\uc6a9\uc758 \uc9c0\uc5ed\uc801 \uc9d1\uc911\uc744 \ud615\uc131\ud558\uba70, \uc774\ub294 \uc804\ubb38 \ucf00\uc774\ube14 \ubd80\uc124 \uc120\ubc15\uacfc \uace0\uc21c\ub3c4 \uc74c\uadf9 \uad6c\ub9ac \uacf5\uae09\uc5d0 \ub530\ub77c \uc77c\uc815 \uc704\ud5d8\uacfc \uc77c\uc2dc\uc801\uc778 \uc218\uc694 \uae09\uc99d\uc744 \uc720\ubc1c\ud569\ub2c8\ub2e4. (\uc8fc\uc694 \uc9c0\uc5ed: \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc5f0\uc548 \/ \uc601\ud5a5 \uae30\uac04: \uc7a5\uae30(4\ub144 \uc774\uc0c1))<br \/>\n*   \uc758\ub8cc \ubd84\uc57c\uc758 \ud56d\uade0 \uad6c\ub9ac \ucc44\ud0dd (+0.2% CAGR \uc601\ud5a5): (\uc8fc\uc694 \uc9c0\uc5ed: \uc804 \uc138\uacc4, \uc120\uc9c4\uad6d \ucd08\uae30 \ucc44\ud0dd \/ \uc601\ud5a5 \uae30\uac04: \ub2e8\uae30(2\ub144 \uc774\ud558))<\/p>\n<p>2. \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c \ubc0f \uc778\ud5c8\uac00 \uc9c0\uc5f0 (-0.8% CAGR \uc601\ud5a5): OECD \uad6d\uac00\uc5d0\uc11c \uad11\uc0b0 \uac1c\ubc1c\uc740 \ud658\uacbd \uc601\ud5a5 \ud3c9\uac00, \uc218\uc790\uc6d0 \uad00\ub9ac \uacc4\ud68d, \uc9c0\uc5ed\uc0ac\ud68c \ud611\uc758 \ub4f1 \uad11\ubc94\uc704\ud55c \uc0ac\uc804 \uac74\uc124 \ub2e8\uacc4\ub97c \uac70\uce58\uba70 20\ub144 \uc774\uc0c1 \uc18c\uc694\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc81c \uc900\uc218 \ube44\uc6a9\uc740 \ud504\ub85c\uc81d\ud2b8 \uc608\uc0b0\uc5d0 5\ucc9c\ub9cc \ub2ec\ub7ec \uc774\uc0c1\uc744 \ucd94\uac00\ud560 \uc218 \uc788\uc5b4 \uc2e0\uaddc \uad11\uc0b0 \uac1c\ubc1c\uc744 \uc800\ud574\ud558\uace0, \uc0dd\uc0b0\uc790\ub4e4\uc740 \ube0c\ub77c\uc6b4\ud544\ub4dc \ud655\uc7a5\uc774\ub098 \ud5c8\uac00\ub41c \uad11\uc0b0 \uc778\uc218\ub97c \uc120\ud638\ud558\uac8c \ub429\ub2c8\ub2e4. (\uc8fc\uc694 \uc9c0\uc5ed: \uc804 \uc138\uacc4, \ud2b9\ud788 \uc120\uc9c4\uad6d \/ \uc601\ud5a5 \uae30\uac04: \uc911\uae30(2-4\ub144))<br \/>\n*   \ud22c\uae30\uc801 \uac70\ub798\ub85c \uc778\ud55c \uad6c\ub9ac \uac00\uaca9 \ubcc0\ub3d9\uc131 (-0.6% CAGR \uc601\ud5a5): 2024-2025\ub144 \ub3d9\uc548 \uad6c\ub9ac \ubca4\uce58\ub9c8\ud06c \uac00\uaca9\uc740 \ud30c\uc6b4\ub4dc\ub2f9 5.96\ub2ec\ub7ec\uae4c\uc9c0 \uae09\ub4f1\ud588\ub2e4\uac00 4.20\ub2ec\ub7ec \uc774\ud558\ub85c \ud558\ub77d\ud558\ub294 \ub4f1 \ud070 \ubcc0\ub3d9\uc131\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc54c\uace0\ub9ac\uc998 \uac70\ub798\uc640 \uad00\uc138 \uad00\ub828 \ubd88\ud655\uc2e4\uc131\uc5d0 \uc758\ud574 \uc99d\ud3ed\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc740 \ud48d\ub825 \ubc1c\uc804\uc18c \uac1c\ubc1c\uc5c5\uccb4\uc640 \uc804\uae30\ucc28 \uacf5\uae09\ub9dd\uc758 \uc608\uc0b0 \ucc45\uc815\uc744 \uc5b4\ub835\uac8c \ud558\uc5ec, \uc0ac\uc6a9\uc790\ub4e4\uc740 \uacc4\uc57d \uae30\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \ub354 \ub113\uc740 \uac00\uaca9 \ubcc0\ub3d9\ud3ed\uc744 \uac00\uc815\ud558\ub294 \ub3d9\uc801 \uac00\uaca9 \uc704\ud5d8 \ubaa8\ub378\uc744 \ucc44\ud0dd\ud558\uac8c \ud569\ub2c8\ub2e4. (\uc8fc\uc694 \uc9c0\uc5ed: \uc804 \uc138\uacc4 \uc0c1\ud488 \uc2dc\uc7a5 \/ \uc601\ud5a5 \uae30\uac04: \ub2e8\uae30(2\ub144 \uc774\ud558))<br \/>\n*   \uacbd\ub7c9 \ub300\uccb4 \uc804\ub3c4\uccb4\uc640\uc758 \uacbd\uc7c1 (-0.3% CAGR \uc601\ud5a5): (\uc8fc\uc694 \uc9c0\uc5ed: \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc0b0\uc5c5 \uc751\uc6a9 \ubd84\uc57c \/ \uc601\ud5a5 \uae30\uac04: \uc7a5\uae30(4\ub144 \uc774\uc0c1))<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>1. \uacf5\uae09\uc6d0\ubcc4: \ucc44\uad74\uc758 \uc9c0\ubc30\ub825 \uc18d \uc7ac\ud65c\uc6a9\uc758 \ubd80\uc0c1<\/p>\n<p>2025\ub144 \uc804 \uc138\uacc4 \uad6c\ub9ac \uacf5\uae09\ub7c9\uc758 84.15%\ub97c \ucc44\uad74\uc774 \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uc7ac\ud65c\uc6a9 \uad6c\ub9ac\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.42%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 1\ucc28 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\uc728\uc744 \ub2a5\uac00\ud558\ub294 \uc218\uce58\uc785\ub2c8\ub2e4. \ud3d0\uae30\ub41c \uc804\uc790\uc81c\ud488\uc758 \uc2a4\ud06c\ub7a9 \uad6c\ub9ac \ub4f1\uae09\uc774 \uad11\uc11d \ub4f1\uae09\ubcf4\ub2e4 \ud6e8\uc52c \ub192\uc544\uc9c0\uba74\uc11c \ub3c4\uc2dc \uad11\uc0b0\uc758 \uacbd\uc81c\uc131\uc774 \ud5a5\uc0c1\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2\ucc28 \uad6c\ub9ac \uc0dd\uc0b0\uc740 \uc5d0\ub108\uc9c0\ub97c \ucd5c\ub300 90% \uc801\uac8c \uc18c\ube44\ud558\uc5ec \uae30\uc5c5\uc758 \ub137\uc81c\ub85c \ubaa9\ud45c \ubc0f ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uad00\ub828 \uae08\uc735 \uc778\uc13c\ud2f0\ube0c\uc640 \ubd80\ud569\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc7ac\ud65c\uc6a9 \uaddc\ubaa8 \ud655\ub300\ub294 \uc54c\ub8e8\ubbf8\ub284 \ubc0f \ucca0 \uc624\uc5fc\uc73c\ub85c \uc778\ud55c \ud14c\uc2a4\ud2b8 \ube44\uc6a9 \uc99d\uac00(\ubc18\uc81c\ud488 \uc81c\uc870\uc5c5\uccb4\ub294 \uc6d4 28,000\ub2ec\ub7ec\ub97c \ud488\uc9c8 \uac80\uc0ac\uc5d0 \uc9c0\ucd9c\ud558\uba70 \uc5f0\uac04 \uc57d 25\uac74\uc758 \uc120\uc801\uc744 \uac70\ubd80)\uc640 \uac19\uc740 \uacfc\uc81c\ub97c \uc548\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 2024\ub144 \uc2a4\ud06c\ub7a9 \uacf5\uae09\ub7c9\uc740 4.2% \uc99d\uac00\ud558\uc5ec \ucc44\uad74 \uc0dd\uc0b0\ub7c9\uc758 \ub450 \ubc30\uc5d0 \ub2ec\ud588\uc73c\uba70, \uc774\ub294 \uad6c\ub9ac \uc2dc\uc7a5\uc774 \uc21c\ud658 \uacbd\uc81c \ud22c\uc785\ubb3c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>2. \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4: \uac74\ucd95 \uac74\uc124\uc758 \uc120\ub450\uc5d0\uc11c \uc778\ud504\ub77c\uc758 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c<\/p>\n<p>\uac74\ucd95 \uac74\uc124 \ubd80\ubb38\uc740 \uae30\uc874\uc758 \ubc30\uc120 \ubc0f \ubc30\uad00 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \ub9e4\ucd9c\uc758 24.78%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc778\ud504\ub77c \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.44%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uad6c\ub9ac \uc2dc\uc7a5\uc758 \ud55c \ubd80\ubd84\uc774 \ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uc911\uc2ec\uc758 \uc804\ub825\ub9dd \uc5c5\uadf8\ub808\uc774\ub4dc\ub294 \uae30\uc874 \ubc1c\uc804 \uc790\uc0b0\ubcf4\ub2e4 \uba54\uac00\uc640\ud2b8\ub2f9 5\ubc30 \ub9ce\uc740 \uad6c\ub9ac\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc804\uae30\ucc28 \ubcf4\uae09 \ud655\ub300\uc640 \uace0\ucd9c\ub825 \ucda9\uc804\uae30 \uc124\uce58\ub85c \uc6b4\uc1a1 \ubd80\ubb38\uc758 \uc218\uc694\ub3c4 \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4. \ub370\uc774\ud130 \uc13c\ud130 \ud22c\uc790\ub294 \ub610 \ub2e4\ub978 \uc911\uc694\ud55c \uc131\uc7a5 \ub3d9\ub825\uc785\ub2c8\ub2e4. \ub2e8\uc77c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc2dc\uc124\uc740 \ubc84\uc2a4\ubc14, \ub0c9\uac01 \uc2dc\uc2a4\ud15c, \uace0\uc18d \uc0c1\ud638 \uc5f0\uacb0 \uc7a5\uce58\uc5d0 2,000\ud1a4 \uc774\uc0c1\uc758 \uad6c\ub9ac\ub97c \uc815\uae30\uc801\uc73c\ub85c \uc0ac\uc6a9\ud558\uba70, \uc778\uacf5\uc9c0\ub2a5(AI) \ud074\ub7ec\uc2a4\ud130\uac00 \ub799 \ubc00\ub3c4\uc640 \uc804\ub825 \uc18c\ube44 \uc694\uad6c \uc0ac\ud56d\uc744 \uc99d\ud3ed\uc2dc\ud0a4\uba74\uc11c \uc774\ub7ec\ud55c \ucd94\uc138\ub294 \ub354\uc6b1 \uc2ec\ud654\ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \uc804 \uc138\uacc4 \uad6c\ub9ac \uc18c\ube44\ub7c9\uc758 70.30%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc911\uad6d\uc758 \ud1b5\ud569 \uc81c\ub828-\uac00\uacf5 \uc0dd\ud0dc\uacc4\uc640 \uc778\ub3c4\uc758 \uac00\uc18d\ud654\ub418\ub294 \uc804\ub825\ub9dd \uad6c\ucd95\uc5d0 \ud798\uc785\uc740 \uacb0\uacfc\uc785\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc804 \uc138\uacc4 \uc815\uc81c \ub2a5\ub825\uc758 44%\ub97c \ubcf4\uc720\ud558\uace0 \uc788\uc5b4 \uac00\uaca9 \uacb0\uc815\ub825\uacfc \uc120\ubb3c \uc2dc\uc7a5\uc758 \ubc31\uc6cc\ub370\uc774\uc158(\uc120\ubb3c \uac00\uaca9\uc774 \ud604\ubb3c \uac00\uaca9\ubcf4\ub2e4 \ub0ae\uc740 \ud604\uc0c1) \uc2dc \uc74c\uadf9 \uad6c\ub9ac \ube44\ucd95 \ub2a5\ub825\uc744 \uac16\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8 \ubc0f \uc720\ub7fd: \uc131\uc219 \uc2dc\uc7a5\uc774\uc9c0\ub9cc \uac31\uc2e0 \ub2e8\uacc4\uc5d0 \uc9c4\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc740 2000\ub144 \uc774\ud6c4 4\uac1c\uc758 \uc815\uc81c\uc18c\ub97c \ud3d0\uc1c4\ud588\uc73c\uba70, 2023\ub144\uc5d0\ub294 341,000\ud1a4\uc758 \uad6c\ub9ac \uc815\uad11\uc744 \ud574\uc678\ub85c \uc218\ucd9c\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA)\uc740 \uc81c\ub828 \ub2a5\ub825\uc758 \uad6d\ub0b4 \ubcf5\uadc0\ub97c \uc704\ud55c \uc790\uae08\uc744 \ubc30\uc815\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc758 \ud574\uc0c1 \ud48d\ub825 \uc758\uc81c\ub294 \ud504\ub9ac\ubbf8\uc5c4 \ub4f1\uae09 \uc74c\uadf9 \uad6c\ub9ac \uc218\uc785\uc744 \uc9c0\uc6d0\ud558\ub294 HVDC \ucf00\uc774\ube14 \uc870\ub2ec\uc744 \uc758\ubb34\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc5c4\uaca9\ud55c \uc7ac\ud65c\uc6a9 \uc9c0\uce68\uc740 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \uc81c\uc870\uc5c5\uccb4\uc758 Scope 3 \ubc30\ucd9c\ub7c9\uc744 \uc904\uc774\ub294 2\ucc28 \uc81c\ub828\uc18c\ub97c \uc120\ud638\ud569\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.21%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \uad6d\ubd80 \ud380\ub4dc \ud22c\uc790\uc790\ub4e4\uc774 \uc7a0\ube44\uc544, \ucf69\uace0\ubbfc\uc8fc\uacf5\ud654\uad6d(DRC), \ub098\ubbf8\ube44\uc544 \ud504\ub85c\uc81d\ud2b8\uc5d0 \uc790\ubcf8\uc744 \ud22c\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac78\ud504 \uad6d\uac00\ub4e4\uc740 \ub610\ud55c \uc11d\uc720 \uc218\uc775 \ubcc0\ub3d9\uc131\uc5d0 \ub300\ube44\ud558\uc5ec \uad6d\ub0b4 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \uc0dd\uc0b0 \ub2a5\ub825(\ubd09 \ubc0f \ud29c\ube0c \uacf5\uc7a5)\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uc5ec \uc544\ud504\ub9ac\uce74 \uc6d0\ub8cc\uc640 \ud604\uc9c0 \uac00\uacf5\uc744 \uc5f0\uacb0\ud558\ub294 \uc0c8\ub85c\uc6b4 \ub0a8\ub0a8(South-South) \uad6c\ub9ac \uacf5\uae09\ub9dd\uc744 \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \uc8fc\uc694 \uae30\uc5c5<\/p>\n<p>\uad6c\ub9ac \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc790\ubcf8 \uc704\ud5d8\uc744 \uacf5\uc720\ud558\uae30 \uc704\ud55c \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc774 \ud655\uc0b0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. BHP\uc640 ABB\uc758 \uc81c\ub828\uc18c \ud604\ub300\ud654 \uacc4\uc57d, Anglo American\uacfc Codelco\uc758 50\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \ud569\uc791 \ud22c\uc790\uac00 \uc774\ub7ec\ud55c \uacf5\ub3d9 \ud22c\uc790 \ubaa8\ub378\uc758 \uc608\uc2dc\uc785\ub2c8\ub2e4. \uc790\uc728 \uc6b4\uc1a1, \uc608\uce21 \uc720\uc9c0\ubcf4\uc218 \ubd84\uc11d, \uc81c\ub828\uc18c\uc758 \ud0c4\uc18c \ud3ec\uc9d1\uacfc \uac19\uc740 \uae30\uc220 \ucc44\ud0dd\uc740 \ube44\uc6a9 \uace1\uc120\uacfc \ud0c4\uc18c \uc9d1\uc57d\ub3c4\ub97c \uc904\uc5ec \ub9c8\uc9c4\uc744 \ucc28\ubcc4\ud654\ud569\ub2c8\ub2e4. \ud56d\uade0 \ud569\uae08 \ubc0f \ucd08\uace0\uc804\ub3c4\uc131 \uc81c\ud488\uc5d0 \uc911\uc810\uc744 \ub454 \uc2dc\uc7a5 \uc9c4\uc785\uc790\ub4e4\uc740 \ubb3c\ub7c9\ubcf4\ub2e4\ub294 \ud2c8\uc0c8 \uc131\ub2a5 \ud2b9\uc131\uc73c\ub85c \uacbd\uc7c1\ud558\uba70, \uc5c5\uc2a4\ud2b8\ub9bc \uacf5\uae09\uc774 \uc5ec\uc804\ud788 \uc790\ubcf8 \uc9d1\uc57d\uc801\uc784\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uad6c\ub9ac \uc2dc\uc7a5\uc758 \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \ubd80\ubd84\uc744 \uc138\ubd84\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5: Glencore, BHP, Codelco, Freeport-McMoRan, Grupo Mexico (Southern Copper)<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 6\uc6d4: \uc624\ub9cc\uc740 \uc218\ud558\ub974(Wilayat of Suhar) \uc9c0\uc5ed\uc5d0 \uae30\uc874 \uad6c\ub9ac \ucc44\uad74 \ud3d0\uae30\ubb3c\uc744 \uace0\uc21c\ub3c4 \uad6c\ub9ac\ub85c \uc804\ud658\ud558\ub294 \ucd5c\ucd08\uc758 \uc0b0\uc5c5 \ud50c\ub79c\ud2b8\ub97c \uac1c\uc18c\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud50c\ub79c\ud2b8\ub294 Green Tech Mining and Services\uac00 \uac1c\ubc1c\ud588\uc73c\uba70 \uc7ac\uc0dd\uc5d0\ub108\uc9c0\uc640 \uce5c\ud658\uacbd \uae30\uc220\uc744 \uc0ac\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: \ud76c\ud1a0\ub958 \ubc0f \uae08\uc18d \uc7ac\ud65c\uc6a9 \uc804\ubb38 \uce90\ub098\ub2e4 \uae30\uc5c5\uc778 Cyclic Materials Inc.\ub294 Glencore\uc5d0 \ucd5c\uc18c 10,000\ubbf8\ud130\ud1a4\uc758 \uc7ac\ud65c\uc6a9 \uad6c\ub9ac\ub97c \uacf5\uae09\ud558\ub294 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4. Glencore\ub294 \uc774 \uae08\uc18d\uc744 \ud018\ubca1\uc758 Horne \uc81c\ub828\uc18c \ubc0f \uad6c\ub9ac \uc815\uc81c\uc18c\uc5d0\uc11c \uac00\uacf5 \ubc0f \uc815\uc81c\ud558\uc5ec \uad6c\ub9ac \uc74c\uadf9\uc73c\ub85c \uc804\ud658\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \uad6c\ub9ac \uc2dc\uc7a5 \ubcf4\uace0\uc11c\ub294 \uc138\uacc4\uc5d0\uc11c \uc138 \ubc88\uc9f8\ub85c \ub9ce\uc774 \uc18c\ube44\ub418\ub294 \uae08\uc18d\uc778 \uad6c\ub9ac \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uad6c\ub9ac\ub294 \uc6b0\uc218\ud55c \uc804\uae30 \ubc0f \uc5f4 \uc804\ub3c4\uc131, \ubd80\uc2dd \uc800\ud56d\uc131, \ub192\uc740 \uc5f0\uc131, \uc7ac\ud65c\uc6a9\uc131 \ubc0f \ube44\uc790\uc131 \ud2b9\uc131\uc744 \uc9c0\ub2c8\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \uc6d0\ucc9c(\ucc44\uad74, \uc7ac\ud65c\uc6a9), \ucd5c\uc885 \uc6a9\ub3c4 \uc0b0\uc5c5(\uac74\uc124, \uc778\ud504\ub77c, \uc0b0\uc5c5, \uc6b4\uc1a1, \uc18c\ube44\uc7ac \ubc0f \uc804\uc790 \uc7a5\ube44, \uae30\ud0c0 &#8211; \uc790\ub3d9\ucc28 \ubc0f \uc911\uc7a5\ube44, \uc804\uae30 \ubc0f \uc804\uc790 \ud3ec\ud568), \uadf8\ub9ac\uace0 \uc9c0\ub9ac\uc801 \uc704\uce58(\uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\uc758 \uc8fc\uc694 15\uac1c\uad6d \ud3ec\ud568)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825\ub9dd \uc804\ub825\ud654 \uc218\uc694\uc758 \ud655\ub300, \uc804\uae30\ucc28(EV) \ub0b4 \uad6c\ub9ac \uc0ac\uc6a9\ub7c9\uc758 \uae09\uc99d, \uc2e0\ud765 \uc2dc\uc7a5\uc758 \ub3c4\uc2dc \uc778\ud504\ub77c \ud655\uc7a5, \ud574\uc0c1\ud48d\ub825 \ubc1c\uc804\uc6a9 HVDC \ud574\uc800 \ucf00\uc774\ube14\uc758 \uc911\uc694\uc131 \uc99d\ub300, \uadf8\ub9ac\uace0 \ud5ec\uc2a4\ucf00\uc5b4 \ubd84\uc57c\uc5d0\uc11c\uc758 \ud56d\uade0 \uad6c\ub9ac \ucc44\ud0dd \uc99d\uac00 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uac01 \ud574\uc0c1\ud48d\ub825 HVDC \uc5f0\uacb0\uc740 \uc218\ucc9c \ud1a4\uc758 \uace0\uc21c\ub3c4 \uad6c\ub9ac\ub97c \uc18c\ube44\ud558\uc5ec \uc720\ub7fd \ubc0f \uc544\uc2dc\uc544 \uc5f0\uc548 \uc9c0\uc5ed\uc5d0\uc11c \uc9d1\uc911\uc801\uc778 \ud504\ub9ac\ubbf8\uc5c4\uae09 \uc218\uc694\ub97c \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c \ubc0f \uc778\ud5c8\uac00 \uc9c0\uc5f0, \ud22c\uae30 \uac70\ub798\ub85c \uc778\ud55c \uad6c\ub9ac \uac00\uaca9\uc758 \ub192\uc740 \ubcc0\ub3d9\uc131, \uadf8\ub9ac\uace0 \uacbd\ub7c9 \ub300\uccb4 \uc804\ub3c4\uccb4\uc640\uc758 \uacbd\uc7c1 \uc2ec\ud654\uac00 \uc9c0\uc801\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uc778\ub4e4\uc740 \uc2e0\uaddc \uad11\uc0b0 \uac1c\ubc1c\uc5d0 \ub300\ud55c \ud22c\uc790 \uc2ec\ub9ac\ub97c \uc704\ucd95\uc2dc\ud0a4\uace0 \uac1c\ubc1c \uae30\uac04\uc744 \uc5f0\uc7a5\uc2dc\ucf1c \uc218\uc694 \uc99d\uac00 \uc2dc\uae30\uc5d0 \uacf5\uae09 \ubd80\uc871\uc744 \uc2ec\ud654\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uae00\ub85c\ubc8c \uad6c\ub9ac \uc218\uc694\ub294 2026\ub144 2,734\ub9cc \ud1a4\uc5d0\uc11c 2031\ub144 3,327\ub9cc \ud1a4\uc73c\ub85c \uc99d\uac00\ud558\uc5ec \uc5f0\ud3c9\uade0 4.01%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788, \uc7ac\ud65c\uc6a9 \uad6c\ub9ac(2\ucc28 \uc6d0\ub8cc)\ub294 \uc5f0\ud3c9\uade0 5.42%\ub85c \ub354\uc6b1 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba70, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \uacf5\uae09\uc6d0\uc73c\ub85c\uc11c \uc99d\uac00\ud558\ub294 \uc218\uc694\uc640 \uc81c\uc57d\ub41c \uad11\uc0b0 \uc0dd\uc0b0\ub7c9 \uac04\uc758 \uaca9\ucc28\ub97c \uc904\uc774\ub294 \ub370 \uae30\uc5ec\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uc804 \uc138\uacc4 \uc218\uc694\uc758 70.30%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uc911\uad6d\uc758 \uc815\uc81c \uc0b0\uc5c5 \uc9c0\ubc30\ub825\uacfc \uc778\ub3c4\uc758 \uc778\ud504\ub77c \uad6c\ucd95 \ud655\ub300\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\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\uac00 \ub2e4\ub8e8\uc5b4\uc9c0\uba70, Antofagasta plc, Aurubis AG, BHP, Codelco, Freeport-McMoRan, Glencore \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc774 \uc0c1\uc138\ud788 \uc81c\uc2dc\ub429\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694 \ud3c9\uac00\ub97c \ud1b5\ud574 \ubbf8\ub798 \uc2dc\uc7a5 \uae30\ud68c\uc640 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 2031\ub144\uae4c\uc9c0\uc758 \uad6c\ub9ac \uc218\uc694 \uc131\uc7a5, \uc7ac\ud65c\uc6a9\uc774 \ubbf8\ub798 \uacf5\uae09\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5, \ud604\uc7ac \uc18c\ube44\ub97c \uc8fc\ub3c4\ud558\ub294 \uc9c0\uc5ed, HVDC \ud574\uc800 \ucf00\uc774\ube14\uc758 \uc911\uc694\uc131, \uadf8\ub9ac\uace0 \uacf5\uae09 \ud655\uc7a5\uc758 \uc8fc\uc694 \uc704\ud5d8 \uc694\uc778 \ub4f1 \ud575\uc2ec \uc9c8\ubb38\uc5d0 \ub300\ud55c \ub2f5\ubcc0\uc744 \uc81c\uacf5\ud558\uc5ec \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc774 \uc815\ubcf4\uc5d0 \uc785\uac01\ud55c \uc758\uc0ac\uacb0\uc815\uc744 \ub0b4\ub9b4 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\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-59790","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\/59790"}],"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=59790"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/59790\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=59790"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=59790"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=59790"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}