<\uad6c\uccb4\uc801 \ub0b4\uc6a9><\/strong>
\n\ubbf8\uad6d\uacfc \ubca0\ud2b8\ub0a8\uc740 2023\ub144 9\uc6d4 \uc870 \ubc14\uc774\ub4e0 \ub2f9\uc2dc \ub300\ud1b5\ub839\uc758 \ud558\ub178\uc774 \ubc29\ubb38\uc744 \uacc4\uae30\ub85c \uad00\uacc4\ub97c \ucd5c\uace0 \ub2e8\uacc4\uc778 \u2018\ud3ec\uad04\uc801 \uc804\ub7b5 \ub3d9\ubc18\uc790 \uad00\uacc4\u2019\ub85c \uaca9\uc0c1\ud588\uc74c. \ub2f9\uc2dc \ubbf8\uad6d\uc740 \ubca0\ud2b8\ub0a8\uc758 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uacfc \uc0dd\uc0b0 \uc5ed\ub7c9 \uac15\ud654\ub97c \uc704\ud574 200\ub9cc\ub2ec\ub7ec(\uc57d 27\uc5b5\uc6d0)\uc758 \ucd08\uae30 \uc790\uae08\uc744 \uc57d\uc18d\ud588\uace0, \ubbf8\uad6d \ubc18\ub3c4\uccb4 \uae30\uc5c5 \uc570\ucf54 \ud14c\ud06c\ub180\ub85c\uc9c0(Amkor Technology)\ub294 \ubc15\ub2cc(Bac Ninh)\uc131 \uacf5\uc7a5\uacfc \ud638\ucc0c\ubbfc\uc2dc(\uad6c \uc0ac\uc774\uacf5) \uc124\uacc4\uc13c\ud130 2\uacf3 \ub4f1\uc5d0 \uc218\uc2ed\uc5b5\ub2ec\ub7ec\ub97c \ucd94\uac00 \ud22c\uc790\ud558\uae30\ub85c \ud588\uc74c. \uadf8\ub7ec\ub098 \uc774\ud6c4 \ud575\uc2ec\uad11\ubb3c \ubd84\uc57c\uc5d0\uc11c\ub294 \ub208\uc5d0 \ub744\ub294 \uc9c4\uc804\uc774 \uac70\uc758 \uc5c6\uc5c8\ub2e4\uace0 \ubbf8\uad6d \uc2f1\ud06c\ud0f1\ud06c \uc804\ub7b5\uad6d\uc81c\ubb38\uc81c\uc5f0\uad6c\uc18c(CSIS)\ub294 \uc9c4\ub2e8\ud588\uc74c.<\/p>\n\uc0c1\ud669\uc744 \ubc14\uafbc \uc694\uc778 \uc911 \ud558\ub098\ub294 \ubca0\ud2b8\ub0a8\uc758 \ud76c\ud1a0\ub958 \ub9e4\uc7a5\ub7c9 \uc7ac\ud3c9\uac00\uc784. \ubbf8\uad6d \uc9c0\uc9c8\uc870\uc0ac\uad6d(USGS)\uc740 \ubca0\ud2b8\ub0a8 \ub2f9\uad6d\uacfc \ub9e4\uc7a5\ub7c9\uc744 \ub2e4\uc2dc \uc870\uc0ac\ud55c \ub4a4 2024\ub144 \uc57d 2200\ub9cc\ud1a4\uc73c\ub85c \ucd94\uc815\ud588\ub358 \ud76c\ud1a0\ub958 \ub9e4\uc7a5\ub7c9\uc744 2025\ub144 \ubcf4\uace0\uc11c\uc5d0\uc11c 350\ub9cc\ud1a4\uc73c\ub85c \ub300\ud3ed \ub0ae\ucdc4\uc74c. \uc774\uc5d0 \ub530\ub77c \ubca0\ud2b8\ub0a8\uc758 \uc138\uacc4 \ud76c\ud1a0\ub958 \ub9e4\uc7a5\ub7c9 \uc21c\uc704\ub3c4 \uc911\uad6d\uc5d0 \uc774\uc740 2\uc704\uc5d0\uc11c \ube0c\ub77c\uc9c8\u00b7\uc778\ub3c4\u00b7\ud638\uc8fc\u00b7\ub7ec\uc2dc\uc544 \ub4f1\uc5d0 \ub4a4\uc9c4 6\uc704\ub85c \ub5a8\uc5b4\uc84c\uc74c. 2025\ub144 10\uc6d4 \ubbf8\uad6d\uacfc \ubca0\ud2b8\ub0a8\uc774 \ubb34\uc5ed\ud611\uc815\uc758 \uae30\ubcf8 \ud2c0\uc5d0\ub3c4 \ud569\uc758\ud588\uc9c0\ub9cc \ud575\uc2ec\uad11\ubb3c \uad00\ub828 \ub0b4\uc6a9\uc740 \ud3ec\ud568\ub418\uc9c0 \uc54a\uc558\uc74c.<\/p>\n
\uadf8\ub807\ub2e4\uace0 \ubca0\ud2b8\ub0a8\uc758 \uc804\ub7b5\uc801 \uac00\uce58\uac00 \uc0ac\ub77c\uc9c4 \uac83\uc740 \uc544\ub2d8. \uc911\uad6d\uc740 \uc138\uacc4 \ud76c\ud1a0\ub958 \ucc44\uad74 \ub2a5\ub825\uc758 \uc57d 70%, \uc815\uc81c \ub2a5\ub825\uc758 90%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc74c. \uc911\uad6d\uc740 2023\ub144 \ubbf8\uad6d\uc758 \ubc18\ub3c4\uccb4 \uc218\ucd9c\ud1b5\uc81c\uc5d0 \ub9de\uc11c \uac08\ub968\u00b7\uac8c\ub974\ub9c8\ub284 \uc218\ucd9c\uc744 \uc81c\ud55c\ud588\uace0, 2025\ub144\uc5d0\ub3c4 \ud76c\ud1a0\ub958 7\uc885\uc758 \uc218\ucd9c\uc744 \ud1b5\uc81c\ud588\uc74c. \uad6d\uc81c\uc5d0\ub108\uc9c0\uae30\uad6c(IEA)\ub294 \uccad\uc815\uc5d0\ub108\uc9c0 \uc804\ud658\uc73c\ub85c \uc138\uacc4 \ud575\uc2ec\uad11\ubb3c \uc218\uc694\uac00 2040\ub144\uae4c\uc9c0 \uac70\uc758 6\ubc30 \ub298\uc5b4\ub0a0 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uace0 \uc788\uc74c. \ubbf8\uad6d\uc774 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\ub97c \uc11c\ub450\ub974\ub294 \uc774\uc720\uc784.<\/p>\n
\ubca0\ud2b8\ub0a8\ub3c4 \ud76c\ud1a0\ub958 \uc678\uc5d0 \uc0c1\ub2f9\ud55c \uc790\uc6d0\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc74c. \uc54c\ub8e8\ubbf8\ub284 \uc6d0\ub8cc\uc778 \ubcf4\ud06c\uc0ac\uc774\ud2b8 \uc138\uacc4 \ub9e4\uc7a5\ub7c9\uc758 \uc57d 18%\ub97c \uac16\uace0 \uc788\uace0, \ubc29\uc704\uc0b0\uc5c5\uc5d0 \uc911\uc694\ud55c \ud145\uc2a4\ud150 \uc0dd\uc0b0\ub7c9\uc740 \uc138\uacc4 2\uc704\uc784. \uc804\uae30\ucc28 \uc790\uc11d \ub4f1\uc5d0 \uc4f0\uc774\ub294 \ub780\ud0c0\ub118\uacfc \ub124\uc624\ub514\ubbb4\ub3c4 \ubcf4\uc720\ud558\uace0 \uc788\uc74c. \uc911\uad6d\uc744 \ub300\uccb4\ud558\ub294 \uc0dd\uc0b0\uae30\uc9c0\ub97c \ucc3e\ub294 \u2018\ucc28\uc774\ub098 \ud50c\ub7ec\uc2a4 \uc6d0(China+1)\u2019 \uc804\ub7b5\uc5d0 \uc720\ub9ac\ud55c \uc785\uc9c0\uc640 \ube44\uad50\uc801 \ub0ae\uc740 \uc778\uac74\ube44, \uc815\uce58\uc801 \uc548\uc815\uc131, \uc131\uc7a5\ud558\ub294 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\ub3c4 \uac15\uc810\uc784.<\/p>\n
\ubb38\uc81c\ub294 \uc2e4\uc81c \uc0dd\uc0b0\uacfc \uac00\uacf5 \ub2a5\ub825\uc784. \uc55e\uc11c \ubca0\ud2b8\ub0a8\uc740 2030\ub144\uae4c\uc9c0 \uc5f0\uac04 200\ub9cc\ud1a4 \uc774\uc0c1\uc758 \ud76c\ud1a0\ub958\ub97c \ucc98\ub9ac\ud55c\ub2e4\ub294 \uacc4\ud68d\uc744 \uc138\uc6e0\uc9c0\ub9cc, \uc2e4\uc81c \ucc44\uad74\ub7c9\uc740 2023\ub144 600\ud1a4, 2024\ub144 300\ud1a4\uc5d0 \uadf8\ucce4\uc74c.<\/p>\n
2023\ub144 \ud0c0\uc774\uc988\uc5c9 \uadf8\ub8f9(Thai Duong Group)\uacfc \ubca0\ud2b8\ub0a8 \ub808\uc5b4\uc5b4\uc2a4(Vietnam Rare Earth JSC) \uacbd\uc601\uc9c4 \uccb4\ud3ec, 2025\ub144 \uc804\uc9c1 \ucc28\uad00\uc758 \uc9d5\uc5ed\ud615 \ub4f1 \ubd80\ud328 \uc0ac\uac74\ub3c4 \uc0ac\uc5c5\uc744 \uc5bc\uc5b4\ubd99\uac8c \ud588\ub294\ub370, \uc774\ub294 \uc720\ub9dd \uad11\uc0b0\uc778 \ub3d9\ud30c\uc624(Dong Pao) \uac1c\ubc1c\uc744 \ud3ec\ud568\ud55c \uc678\uad6d\uc778 \ud22c\uc790\uc5d0\ub3c4 \ubd80\ub2f4\uc774 \ub410\uc74c. \ubca0\ud2b8\ub0a8\uc740 2024\ub144 \uc9c0\uc9c8\u00b7\uad11\ubb3c\ubc95\uc744 \uc0c8\ub85c \ub9c8\ub828\ud558\uace0 2025\ub144 \ud76c\ud1a0\ub958 \uc6d0\uad11\uacfc \uc815\uc81c\ud488\uc758 \uc218\ucd9c\uc744 \uc81c\ud55c\ud574 \uc790\uad6d \ub0b4 \uac00\uacf5\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc74c.<\/p>\n
\ubbf8\uad6d\uc774 \ud65c\uc6a9\ud560 \uc218 \uc788\ub294 \uc218\ub2e8\ub3c4 \uc788\uc74c. \uc5f0\uad6c\uc18c\ub294 \ubc18\ub3c4\uccb4\uacfc\ud559\ubc95(CHIPS and Science Act)\uc758 \uad8c\ud55c\uacfc \ubbf8\uad6d \uad6d\uc81c\uac1c\ubc1c\uae08\uc735\uacf5\uc0ac(DFC), \ubbf8\uad6d \uc218\ucd9c\uc785\uc740\ud589(EXIM)\uc758 \uae08\uc735\uc744 \ud65c\uc6a9\ud574 \ubca0\ud2b8\ub0a8\uc5d0 \ud76c\ud1a0\ub958 \ubd84\ub9ac\u00b7\uc815\uc81c \uc2dc\uc124\uc744 \uad6c\ucd95\ud560 \uc218 \uc788\ub2e4\uace0 \uc81c\uc548\ud588\uc74c. \ub610\ud55c \ubca0\ud2b8\ub0a8\uc744 \uad11\ubb3c\uc548\ubcf4\ud30c\ud2b8\ub108\uc2ed(MSP)\uacfc \ud30d\uc2a4 \uc2e4\ub9ac\uce74(Pax Silica) \uac19\uc740 \ub2e4\uc790 \ud611\ub825\uccb4\uc5d0 \ucc38\uc5ec\uc2dc\ud0a4\ub294 \ubc29\uc548\ub3c4 \uc81c\uc2dc\ud588\uc74c. \uc55e\uc11c \ubbf8\uad6d\uc774 \uc62c\ud574 2\uc6d4 54\uac1c\uad6d\uacfc \uac1c\ucd5c\ud55c \ud575\uc2ec\uad11\ubb3c \uc7a5\uad00\ud68c\uc758\uc5d0 \ubca0\ud2b8\ub0a8\uc740 \ucc38\uc5ec\ud558\uc9c0 \uc54a\uc558\uc74c.<\/p>\n
\uadf8\ub7ec\ub098 \uc591\uad6d \uad00\uacc4\uc5d0\ub294 \uac78\ub9bc\ub3cc\uc774 \uc801\uc9c0 \uc54a\uc74c. \ubbf8\uad6d\uc758 \ub300\ubca0\ud2b8\ub0a8 \uad00\uc138\uc640 \uc911\uad6d\uc0b0 \uc81c\ud488\uc758 \uc6b0\ud68c\uc218\ucd9c \ubb38\uc81c\ub97c \ub458\ub7ec\uc2fc \uac10\uc2dc\uac00 \ud1b5\uc0c1 \uad00\uacc4\ub97c \ud754\ub4e4\uc5c8\uc74c. 2025\ub144 10\uc6d4 \uc591\uad6d \uac04 \ubb34\uc5ed \uae30\ubcf8\ud569\uc758 \ub2f9\uc2dc \ubca0\ud2b8\ub0a8\uc0b0 \uc81c\ud488\uc5d0 \uc801\uc6a9\ub41c \uad00\uc138\ub294 20%\uc600\uace0, \uc774\ud6c4 2026\ub144 2\uc6d4 \ubbf8 \uc5f0\ubc29\ub300\ubc95\uc6d0 \ud310\uacb0\ub85c 10%\ub85c \ub0ae\uc544\uc84c\ub2e4\uac00 \ubb34\uc5ed\ubc95 301\uc870 \uc870\uc0ac \uc774\ud6c4 12.5%\ub85c \ub2e4\uc2dc \uc870\uc815\ub410\uc74c.<\/p>\n
\uac70\uae30\uc5d0 \ub354\ud574 \ubca0\ud2b8\ub0a8\uc740 \uc911\uad6d\uacfc\ub3c4 \uad00\uacc4\ub97c \uac15\ud654\ud558\uace0 \uc788\uc74c. \uc2dc\uc9c4\ud551(Xi Jinping) \uc911\uad6d \uad6d\uac00\uc8fc\uc11d\uc774 2023\ub144\uacfc 2025\ub144 \ud558\ub178\uc774\ub97c \ubc29\ubb38\ud588\uace0, \ub610 \ub7fc(To Lam) \ubca0\ud2b8\ub0a8 \uacf5\uc0b0\ub2f9 \uc11c\uae30\uc7a5\uc740 \ucde8\uc784 \ud6c4 \uccab \ud574\uc678 \ubc29\ubb38\uc9c0\ub85c 2024\ub144 \ubca0\uc774\uc9d5\uc744 \uc120\ud0dd\ud588\uc74c.<\/p>\n
\ubbf8\uad6d\uc758 \ub3d9\ub0a8\uc544\uc2dc\uc544 \uc804\ub7b5 \uc790\uccb4\uac00 \uc774\uc804\ubcf4\ub2e4 \ubd88\ubd84\uba85\ud574\uc9c4 \uc810\ub3c4 \ubcc0\uc218\uc784. CSIS\ub294 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc758 2025\ub144 \uad6d\uac00\uc548\ubcf4\uc804\ub7b5\uacfc 2026\ub144 \uad6d\ubc29\uc804\ub7b5\uc5d0\uc11c \uac15\ub300\uad6d \uacbd\uc7c1\uc758 \ube44\uc911\uc774 \ub0ae\uc544\uc9c0\uace0 \ubca0\ud2b8\ub0a8\uc774 \uc5b8\uae09\ub418\uc9c0 \uc54a\uc558\ub2e4\uace0 \uc9c0\uc801\ud588\uc74c. \uc2e4\uc81c\ub85c \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uacfc \ub610 \ub7fc \uc11c\uae30\uc7a5\uc758 \ub450 \ucc28\ub840 \ud1b5\ud654, \uc62c\ud574 2\uc6d4 \ubca0\ud2b8\ub0a8 \ub300\ud45c\ub2e8\uc758 \uc6cc\uc2f1\ud134(Washington) \ubc29\ubb38\uacfc 372\uc5b5\ub2ec\ub7ec(\uc57d 51\uc870\uc6d0) \uaddc\ubaa8 \ud611\ub825 \ud569\uc758\uc5d0\ub3c4 \ud575\uc2ec\uad11\ubb3c \ubd84\uc57c\uc5d0\uc11c\ub294 \uad6c\uccb4\uc801\uc778 \uc131\uacfc\uac00 \ub098\uc624\uc9c0 \uc54a\uc558\uc74c.<\/p>\n
<\uc2dc\uc0ac\uc810><\/strong>
\n\ubca0\ud2b8\ub0a8\uc758 \ud76c\ud1a0\ub958 \ub9e4\uc7a5\ub7c9\uc774 \uc608\uc0c1\ubcf4\ub2e4 \uc801\ub354\ub77c\ub3c4 \ubcf4\ud06c\uc0ac\uc774\ud2b8\u00b7\ud145\uc2a4\ud150\uacfc \uc81c\uc870 \uae30\ubc18\uc744 \uace0\ub824\ud558\uba74 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654 \ud30c\ud2b8\ub108\ub85c\uc11c \uac00\uce58\ub294 \ub0a8\uc544 \uc788\uc74c. \ub2e4\ub9cc \uc911\uad6d\uc758 \uc815\uc81c \uc9c0\ubc30\ub825\uc744 \ub0ae\ucd94\ub824\uba74 \uc120\uc5b8\uc801 \ud611\ub825\uc744 \ub118\uc5b4 \ubbf8\uad6d\uc758 \uae08\uc735\u00b7\uae30\uc220\uc744 \ud65c\uc6a9\ud55c \ud604\uc9c0 \uac00\uacf5\uc2dc\uc124 \ud22c\uc790\uc640 \uc548\uc815\uc801\uc778 \ud1b5\uc0c1 \uad00\uacc4\uac00 \ub4b7\ubc1b\uce68\ub3fc\uc57c \ud568.<\/p>\n(1\ubbf8\uad6d\ub2ec\ub7ec=1377\uc6d0)<\/p>\n","protected":false},"excerpt":{"rendered":"
| 2023\ub144 \uc591\uad6d \uad00\uacc4 \uaca9\uc0c1\uc5d0\ub3c4 ‘\u812b\uc911\uad6d” \ud575\uc2ec\uad11\ubb3c \ud6c4\uc18d \ud611\ub825 \ubbf8\ubbf8 | USGS, \ubca0\ud2b8\ub0a8 \ud76c\ud1a0\ub958 \ub9e4\uc7a5\ub7c9 350\ub9cc\ud1a4\uc73c\ub85c \uc904\uc5ec\u2026 \uc138\uacc4 6\uc704\ub85c \ud558\ub77d | \ubca0\ud2b8\ub0a8, \ud76c\ud1a0\ub958 \uc6d0\uad11\u00b7\uc815\uc81c\ud488 \uc218\ucd9c \uc81c\ud55c\ud558\uace0 \uc790\uad6d \ub0b4 \uac00\uacf5 \ucd94\uc9c4 | CSIS, CHIPS\ubc95\u00b7DFC\u00b7\uc218\ucd9c\uc785\uc740\ud589 \ud65c\uc6a9\ud55c \ubca0\ud2b8\ub0a8 \uc815\uc81c\uc2dc\uc124 \ud22c\uc790 \uc81c\uc548 <\uac1c\uc694> 2023\ub144 \ud3ec\uad04\uc801 \uc804\ub7b5 \ub3d9\ubc18\uc790 \uad00\uacc4\ub85c \uaca9\uc0c1\ud558\uba74\uc11c \ubc18\ub3c4\uccb4\u00b7\ud575\uc2ec\uad11\ubb3c \ud611\ub825\uc744 \uc57d\uc18d\ud55c \ubbf8\uad6d\uacfc \ubca0\ud2b8\ub0a8, \ud558\uc9c0\ub9cc \uc544\uc9c1\uae4c\uc9c0 \ub098\uc624\ub294 \ud6c4\uc18d \uc131\uacfc\ub294 […]<\/p>\n","protected":false},"author":98,"featured_media":14954,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,612,617],"tags":[10524,1217,29,58,666,3819,1101,38,1720,1721,2248],"class_list":{"0":"post-70069","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-sanction","8":"category-usa","9":"category-asia","10":"tag-csis","11":"tag-1217","12":"tag-29","13":"tag-58","14":"tag-666","15":"tag-3819","16":"tag-1101","17":"tag-38","18":"tag-1720","19":"tag-1721","20":"tag-2248"},"yoast_head":"\n
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