{"id":18165,"date":"2025-03-13T16:22:47","date_gmt":"2025-03-13T07:22:47","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=18165"},"modified":"2025-03-14T09:34:46","modified_gmt":"2025-03-14T00:34:46","slug":"%ec%a4%91%ea%b5%ad-%eb%b0%b0%ed%84%b0%eb%a6%ac-%ec%9d%98%ec%a1%b4-%ec%a4%84%ec%9d%b4%eb%8a%94-%eb%af%b8%ea%b5%ad-k%eb%b0%b0%ed%84%b0%eb%a6%ac-%eb%b0%98%ec%82%ac%ec%9d%b4%ec%9d%b5-%eb%b3%bc","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=18165","title":{"rendered":"\uc911\uad6d &#8216;\ubc30\ud130\ub9ac \uc758\uc874&#8217; \uc904\uc774\ub294 \ubbf8\uad6d, K\ubc30\ud130\ub9ac \ubc18\uc0ac\uc774\uc775 \ubcfc\uae4c"},"content":{"rendered":"<h3>|\uc911\uad6d &#8216;\ubc30\ud130\ub9ac \uc758\uc874&#8217; \uc904\uc774\ub294 \ubbf8\uad6d, K\ubc30\ud130\ub9ac \ubc18\uc0ac\uc774\uc775 \ubcfc\uae4c<\/h3>\n<p>\ubbf8\uad6d \uc815\ubd80\uac00 \uc911\uad6d \ubc30\ud130\ub9ac\uc5d0 \ub300\ud55c \uad00\uc138 \uc7a5\ubcbd\uc744 \ub192\uc774\uace0 \uc788\ub294 \uac00\uc6b4\ub370 \ud558\uc6d0\uc5d0\uc11c \uc911\uad6d\uc0b0 \ubc30\ud130\ub9ac \uc0ac\uc6a9\uc744 \uae08\uc9c0\ud558\ub294 \ubc95\uc548\uc774 \ud1b5\uacfc\ub410\ub2e4. \ubbf8 \uad6d\ud1a0\uc548\ubcf4\ubd80(DHS) \uc790\uae08\uc774 \uc0ac\uc6a9\ub418\ub294 \ud504\ub85c\uc81d\ud2b8\uc5d0 \uc911\uad6d \uae30\uc5c5 \ubc30\ud130\ub9ac\ub97c \uc0ac\uc6a9\ud558\uc9c0 \ubabb\ud558\ub294 \uac8c \uace8\uc790\ub2e4.<\/p>\n<p>\ud2b9\uc815 \ubd80\ucc98\uc5d0\ub9cc \ud574\ub2f9\ud558\ub294 \ubc95\uc548\uc774\ub77c \ub2f9\uc7a5 \uc5c5\uacc4\uc5d0 \ubbf8\uce60 \uc601\ud5a5\uc740 \ud06c\uc9c0 \uc54a\uc744 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \ub2e4\ub9cc \uc911\uad6d \ubc30\ud130\ub9ac\uc5d0 \ub300\ud55c \ubbf8\uad6d\uc758 \uc81c\uc7ac\uac00 \uac15\ud654\ud558\ub294 \ucd94\uc138\ub77c \uc911\uad6d \uae30\uc5c5\ub4e4\uc774 \uc7a5\uc545\ud55c \ubbf8 \uc5d0\ub108\uc9c0\uc800\uc7a5\uc7a5\uce58(ESS) \uc2dc\uc7a5\uc5d0\uc11c \uad6d\ub0b4 \uae30\uc5c5\ub4e4\uc774 \ubc18\uc0ac\uc774\uc775\uc744 \uac70\ub458 \uc218\ub3c4 \uc788\ub2e4\ub294 \uae30\ub300\uac00 \ub098\uc628\ub2e4.<\/p>\n<p>\ubbf8 \ud558\uc6d0\uc740 \uc9c0\ub09c 10\uc77c(\ud604\uc9c0\uc2dc\uac04) &#8216;\ud574\uc678 \uc801\ub300\uc801 \ubc30\ud130\ub9ac \uc758\uc874\ub3c4 \uac10\uc18c\ubc95(Decoupling from Foreign Adversarial Battery Dependence Act)&#8217;\uc744 \ub9cc\uc7a5\uc77c\uce58\ub85c \ud1b5\uacfc\ud588\ub2e4.<\/p>\n<p>\uce74\ub97c\ub85c\uc2a4 \ud788\uba54\ub124\uc2a4 \uc758\uc6d0(\ud50c\ub85c\ub9ac\ub2e4\uc8fc)\uc774 \ubc1c\uc758\ud55c \uc774 \ubc95\uc548\uc740 DHS\uac00 \uc2b9\uc778\ud558\uac70\ub098 \uc790\uae08\uc744 \uc81c\uacf5\ud55c \ud504\ub85c\uc81d\ud2b8\uc5d0\ub294 \uc911\uad6d \ubc30\ud130\ub9ac \uae30\uc5c5\uc758 \uc81c\ud488\uc744 \uc4f8 \uc218 \uc5c6\ub2e4\ub294 \ub0b4\uc6a9\uc774 \ub2f4\uacbc\ub2e4.<\/p>\n<p>\uc81c\uc7ac \ub300\uc0c1 \uc911\uad6d \ubc30\ud130\ub9ac\uc0ac\ub294 \u25b3CATL \u25b3BYD \u25b3\uc5d4\ube44\uc804\uc5d0\ub108\uc9c0 \u25b3\uc774\ube0c\uc5d0\ub108\uc9c0 \u25b3\uace0\uc158\ud558\uc774\ud14c\ud06c \u25b3\ud558\uc774\ud2ac\uc5d0\ub108\uc9c0\uc2a4\ud1a0\ub9ac\uc9c0 \ub4f1 6\uac1c\uc0ac\ub2e4. \uc2e0\uc7a5 \uc704\uad6c\ub974 \uac15\uc81c\ub178\ub3d9 \ubc29\uc9c0\ubc95\uc0c1 \uc81c\uc7ac\ub97c \ubc1b\ub294 \uae30\uc5c5, \uc911\uad6d \uad70\uc0ac\uae30\uad00\uacfc \uc5f0\uad00\uc774 \uc788\ub294 \uae30\uc5c5\uc758 \uc81c\ud488\ub3c4 \uc81c\uc7ac \ub300\uc0c1\uc5d0 \uc62c\ub790\ub2e4. CATL\uacfc \uace0\uc158\ud558\uc774\ud14c\ud06c\ub294 \uc704\uad6c\ub974 \uac15\uc81c\ub178\ub3d9 \ubc29\uc9c0\ubc95\uc0c1 \ube14\ub799\ub9ac\uc2a4\ud2b8\uc5d0 \uc624\ub978 \uae30\uc5c5\ub4e4\uc774\ub2e4.<\/p>\n<p>\uc911\uad6d \ubc30\ud130\ub9ac \uad6c\ub9e4\ub97c \uc9c1\uc811 \uc81c\ud55c\ud558\ub294 \ubc95\uc548\uc774 \ud558\uc6d0\uc744 \ud1b5\uacfc\ud55c \uac74 \uc774\ubc88\uc774 \ucc98\uc74c\uc774\ub2e4. \ubc95\uc548\uc774 \uc0c1\uc6d0\uc744 \ud1b5\uacfc\ud558\uba74 2027\ub144 10\uc6d4\ubd80\ud130 \uc801\uc6a9\ub41c\ub2e4. \uc591\ub2f9\uc758 \uc774\uacac\uc774 \uc5c6\ub294 \ubc95\uc548\uc774\ub77c \uc0c1\uc6d0\ub3c4 \ubb34\ub09c\ud558\uac8c \ud1b5\uacfc\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4.<\/p>\n<p>\ud788\uba54\ub124\uc2a4 \uc758\uc6d0\uc740 \uad6d\uac00 \uc548\ubcf4\ub97c \uc704\ud574 \ubc95\uc548\uc744 \ubc1c\uc758\ud588\ub2e4\ub294 \uc785\uc7a5\uc774\ub2e4. \uc911\uad6d \ubc30\ud130\ub9ac\uc0ac\ub4e4\uc774 \uc804\uae30\ucc28\uc5d0 \uc545\uc131\ucf54\ub4dc\ub97c \uc2ec\uc5b4 \ubbfc\uac10\ud55c \uc815\ubcf4\ub97c \ubb34\ub2e8\uc73c\ub85c \uc218\uc9d1\ud558\uac70\ub098 \ucda9\uc804 \ub124\ud2b8\uc6cc\ud06c\ub97c \ucc28\ub2e8\ud560 \uc218 \uc788\ub2e4\ub294 \uac8c \uadf8\uc758 \uc8fc\uc7a5\uc774\ub2e4. \ubbf8\uad6d \uc815\ubd80\uac00 \uc815\ubcf4 \ubcf4\uc548\uc744 \uc774\uc720\ub85c \ud654\uc6e8\uc774\uc640 \ud2f1\ud1a1\uc758 ICT \uc81c\ud488\u00b7\uc11c\ube44\uc2a4 \uc0ac\uc6a9\uc744 \uae08\uc9c0\ud558\uace0 \uc788\ub294 \uac83\uacfc \uac19\uc740 \ub17c\ub9ac\ub2e4.<\/p>\n<p>\uadf8\ub7ec\ub098 \ubcf8\ub798 \ubaa9\uc801\uc740 \uc911\uad6d \ubc30\ud130\ub9ac \uc0b0\uc5c5\uc5d0 \ub300\ud55c \uacac\uc81c\ub77c\ub294 \uac8c \ub300\uccb4\uc801\uc778 \uc2dc\uac01\uc774\ub2e4. \uc911\uad6d \uae30\uc5c5\ub4e4\uc740 \ud604\uc7ac \uc804 \uc138\uacc4 \ub9ac\ud2ac\uc774\uc628\ubc30\ud130\ub9ac\uc758 75%\ub97c \uc0dd\uc0b0\ud558\uace0 \uc788\ub2e4. \uc774\ub4e4\uc740 \ubbf8\uad6d\uc5d0\uc11c\ub3c4 \uc138\ub97c \ub113\ud788\uace0 \uc788\ub2e4. \uace0\uc158\ud558\uc774\ud14c\ud06c\uc758 \uacbd\uc6b0 \uc9c0\ub09c\ud574 \ub85c\ube44 \ud65c\ub3d9\uc5d0 120\ub9cc \ub2ec\ub7ec\ub97c \uc9c0\ucd9c\ud588\ub2e4. \uc791\ub144 2\uc6d4\uc5d0\ub294 \ubbf8\uad6d \uc5d0\ub108\uc9c0 \uc124\ube44 \uae30\uc5c5\uc778 \ub4c0\ud06c\uc5d0\ub108\uc9c0\uac00 \ub178\uc2a4\uce90\ub864\ub77c\uc774\ub098\uc8fc\uc5d0 \uc788\ub294 \ud574\ubcd1\ub300 \uae30\uc9c0 \ubd80\uc9c0\uc5d0 CATL \ubc30\ud130\ub9ac\uac00 \ud0d1\uc7ac\ub41c ESS \uc124\uce58\ud558\ub824\ub2e4\uac00 \uc815\uce58\uad8c\uc774 \ubc18\ubc1c\ud558\uc790 \ubc30\ud130\ub9ac\ub97c \uad50\uccb4\ud558\uae30\ub3c4 \ud588\ub2e4.<\/p>\n<p>\ud574\uc678 \uc801\ub300\uc801 \ubc30\ud130\ub9ac \uc758\uc874\ub3c4 \uac10\uc18c\ubc95\uc740 DHS\uc640 \uc5f0\uad00\ub41c \ud504\ub85c\uc81d\ud2b8\uc5d0\ub9cc \uc801\uc6a9\ub3fc \ub2f9\uc7a5 \uc5c5\uacc4\uc5d0 \ubbf8\uce60 \uc601\ud5a5\uc740 \ud06c\uc9c0 \uc54a\uc544 \ubcf4\uc778\ub2e4. \ub2e4\ub9cc \uc774\uac19\uc740 \uc9c1\uc811 \uaddc\uc81c\uac00 \ub2e4\ub978 \ubd80\ucc98 \ub610\ub294 \uc0b0\uc5c5 \uc804\ubc18\uc73c\ub85c \ud655\uc0b0\ud560 \uac00\ub2a5\uc131\uc744 \ubc30\uc81c\ud560 \uc218 \uc5c6\ub2e4.<\/p>\n<p>\uc774 \uacbd\uc6b0 \ubbf8\uad6d \uc815\ubd80\uac00 \uc138\uc81c\ud61c\ud0dd \ub4f1\uc758 \uc9c0\uc6d0\uc744 \ud558\ub294 ESS \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \uc911\uad6d \uae30\uc5c5\uc774 \uc81c\uc7ac\ub97c \ubc1b\uc744 \uc218\ub3c4 \uc788\ub2e4. \ud604\uc7ac \ubbf8\uad6d ESS \ubc30\ud130\ub9ac \uc2dc\uc7a5\uc5d0\uc11c \uc911\uad6d \uae30\uc5c5\uc758 \uc810\uc720\uc728\uc740 80%\uc5d0 \ub2ec\ud55c\ub2e4. \uc8fc\uc694 ESS \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \uc911\uad6d\uc0b0 \ubc30\ud130\ub9ac\uac00 \ubc30\uc81c\ub418\uba74 \uad6d\ub0b4 \ubc30\ud130\ub9ac 3\uc0ac\uc640 \uc77c\ubcf8 \ud30c\ub098\uc18c\ub2c9\uc774 \ubc18\uc0ac\uc774\uc775\uc744 \uc5bb\uc744 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \ubbf8\uad6d\uc774 \ub0b4\ub144\ubd80\ud130 \uc911\uad6d\uc0b0 ESS \ubc30\ud130\ub9ac\uc5d0 \ub300\ud55c \uc218\uc785 \uad00\uc138\ub97c \uae30\uc874 10.9%\uc5d0\uc11c 28.4%\ub85c \uc0c1\ud5a5 \uc870\uc815\ud558\ub294 \uc810\ub3c4 \ud604\uc9c0\uc5d0\uc11c \ube44\uc911\uad6d\uc0b0 ESS \ubc30\ud130\ub9ac\uc758 \uacf5\uae09 \ub2c8\uc988\uac00 \ucee4\uc9c0\ub294 \uc694\uc778\uc774\ub2e4.<\/p>\n<p>\uc774\ubbf8 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uacfc \uc0bc\uc131SDI, SK\uc628\uc740 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc138\uac00 \uc8fc\ucda4\ud574\uc9c0\uc790 ESS \ubc30\ud130\ub9ac\ub85c \ub208\uc744 \ub3cc\ub838\ub2e4. LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc740 \uc62c \ud558\ubc18\uae30\ubd80\ud130 \ubbf8\uad6d\uc5d0\uc11c ESS\uc6a9 \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \ubc30\ud130\ub9ac \uc0dd\uc0b0\ub77c\uc778\uc744 \uac00\ub3d9\ud55c\ub2e4. LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc774 \ud604\uc9c0\uc5d0\uc11c ESS LFP \ubc30\ud130\ub9ac\ub97c \uc591\uc0b0\ud558\ub294 \uac74 \uc774\ubc88\uc774 \ucc98\uc74c\uc774\ub2e4. ESS\uc6a9 \ubc30\ud130\ub9ac\ub294 \uc9c0\ub09c\ud574 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158 \ubc30\ud130\ub9ac \uc911 \uc720\uc77c\ud558\uac8c \ub9e4\ucd9c\uc774 \ub298\uc5b4\ub09c \uc0ac\uc5c5 \ubd80\ubb38\uc774\uae30\ub3c4 \ud558\ub2e4.<\/p>\n<p>\uc0bc\uc131SDI\ub294 \uc774\ub2ec \ucd08 \uc5f4\ub9b0 \uad6d\ub0b4 \ucd5c\ub300 \ubc30\ud130\ub9ac\uc0b0\uc5c5 \uc804\uc2dc\ud68c &#8216;\uc778\ud130\ubc30\ud130\ub9ac 2025&#8217;\uc5d0\uc11c ESS \ubc30\ud130\ub9ac\uc640 \ubaa8\ub4c8 \ub4f1\uc744 \ud558\ub098\ub85c \uad6c\uc131\ud55c \ucd5c\uc2e0 \uc81c\ud488\uc744 \uc804\uc2dc\ud588\ub2e4. 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