{"id":71333,"date":"2026-09-16T05:00:14","date_gmt":"2026-09-15T20:00:14","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=71333"},"modified":"2026-09-17T08:34:45","modified_gmt":"2026-09-16T23:34:45","slug":"%e7%be%8e-%ed%95%b5%ec%8b%ac-%ea%b4%91%eb%ac%bc%ec%97%90-400%ec%96%b5-%eb%8b%ac%eb%9f%ac-%ed%88%ac%ec%9e%90%ed%95%b4%eb%8f%84-%e4%b8%ad-%ec%a7%80%eb%b0%b0%eb%a0%a5-%ec%97%ac%ec%a0%84lg","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=71333","title":{"rendered":"\u7f8e \ud575\uc2ec \uad11\ubb3c\uc5d0 400\uc5b5 \ub2ec\ub7ec \ud22c\uc790\ud574\ub3c4 \u4e2d \uc9c0\ubc30\ub825 \uc5ec\uc804\u2026LG\uc5d4\uc194\ub3c4 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654"},"content":{"rendered":"

|\ud76c\ud1a0\ub958 \uc815\uc81c \u4e2d \ube44\uc911 85%\u2026\u975e\ud76c\ud1a0\ub958 \ud575\uc2ec \uad11\ubb3c\uc740 \uc624\ud788\ub824 72%\ub85c \uc0c1\uc2b9
\n|\u4e2d \uc218\ucd9c \ud1b5\uc81c \uacf5\uae09\ub9dd \uc704\ud611 \uc9c0\uc18d\u2026LG\uc5d4\uc194, \u7f8e \uc0dd\uc0b0 \ud655\ub300\u00b7LFP \uc870\ub2ec\ucc98 \ub2e4\ubcc0\ud654<\/p>\n

 <\/p>\n

<\uac1c\uc694>
\n<\/strong>\ubbf8\uad6d\uc774 \uc911\uad6d \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\uae30 \uc704\ud574 2025\ub144 \uc774\ud6c4 400\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \ud575\uc2ec \uad11\ubb3c \ud504\ub85c\uc81d\ud2b8\ub97c \ucd94\uc9c4\ud588\uc9c0\ub9cc \uc911\uad6d\uc758 \uc815\uc81c\u00b7\uac00\uacf5\uc2dc\uc7a5 \uc9c0\ubc30\ub825\uc740 \uc5ec\uc804\ud788 \uc555\ub3c4\uc801\uc778 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc74c. \ud2b9\ud788 \ubc30\ud130\ub9ac \ud575\uc2ec \uc18c\uc7ac\uc758 \uc911\uad6d \uc758\uc874\ub3c4\uac00 \ub192\uc740 \uac00\uc6b4\ub370 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\ub3c4 \ubbf8\uad6d \ub0b4 \uc0dd\uc0b0 \ud655\ub300\uc640 LFP \uc591\uadf9\uc7ac \uacf5\uae09\ucc98 \ub2e4\ubcc0\ud654\ub97c \ucd94\uc9c4\ud558\uba70 \uc911\uad6d\ubc1c \uacf5\uae09\ub9dd\u00b7\uaddc\uc81c \uc704\ud5d8\uc5d0 \ub300\uc751\ud558\uace0 \uc788\uc74c.<\/p>\n

<\uad6c\uccb4\uc801 \ub0b4\uc6a9>
\n<\/strong>14\uc77c(\ud604\uc9c0\uc2dc\uac01) \ub85c\uc774\ud130 \ud1b5\uc2e0<\/a>\uc740 \uad6d\uc81c\uc5d0\ub108\uc9c0\uae30\uad6c(IEA) \uc790\ub8cc\ub97c \uc778\uc6a9\ud574 \ubbf8\uad6d\uacfc \ub9d0\ub808\uc774\uc2dc\uc544\uc758 \ud76c\ud1a0\ub958 \uc815\uc81c \uc2dc\uc124 \ud22c\uc790\uac00 \ud655\ub300\ub428\uc5d0 \ub530\ub77c \uc911\uad6d\uc758 \uc138\uacc4 \uc815\uc81c\uc2dc\uc7a5 \uc810\uc720\uc728\uc774 2023\ub144 90% \uc774\uc0c1\uc5d0\uc11c 2025\ub144 85%\ub85c \ub0ae\uc544\uc84c\ub2e4\uace0 \ubcf4\ub3c4\ud588\uc74c.<\/p>\n

\uadf8\ub7ec\ub098 \ud76c\ud1a0\ub958\ub97c \uc81c\uc678\ud55c \uc8fc\uc694 \ud575\uc2ec \uad11\ubb3c\uc758 \uc911\uad6d \ud3c9\uade0 \uc815\uc81c \ube44\uc911\uc740 \uac19\uc740 \uae30\uac04 70%\uc5d0\uc11c 72%\ub85c \uc624\ud788\ub824 \uc0c1\uc2b9\ud588\uc74c. \ud604\uc7ac \uacc4\ud68d\ub41c \uc138\uacc4 \ud76c\ud1a0\ub958 \uc815\uc81c \ud504\ub85c\uc81d\ud2b8\uac00 \ubaa8\ub450 \uc608\uc815\ub300\ub85c \uac00\ub3d9\ub418\ub354\ub77c\ub3c4 2035\ub144 \uc911\uad6d\uc758 \ube44\uc911\uc740 70~73%\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c IEA\ub294 \uc804\ub9dd\ud588\uc74c.<\/p>\n

IEA\ub294 \ud751\uc5f0\uacfc \uc790\uc11d\uc6a9 \ud76c\ud1a0\ub958, \uc774\ud2b8\ub968, \ucf54\ubc1c\ud2b8 \ub4f1\uc744 \uacf5\uae09\ub9dd \ucde8\uc57d\uc131\uc774 \ub192\uc740 \ud575\uc2ec \uad11\ubb3c\ub85c \uc9c0\ubaa9\ud588\uc74c. \ud751\uc5f0\u00b7\ucf54\ubc1c\ud2b8\u00b7\ub9dd\uac04\u00b7\ub2c8\ucf08 \ub4f1\uc740 \ubc30\ud130\ub9ac \uc5d0\ub108\uc9c0\uc800\uc7a5\uc7a5\uce58\uc5d0 \uc0ac\uc6a9\ub418\uba70, \uc5d0\ub108\uc9c0\uc800\uc7a5\uc7a5\uce58\uc640 \ud0dc\uc591\uad11\u00b7\ud48d\ub825\u00b7\uc804\ub825\ub9dd\u00b7\uc804\uae30\ucc28 \uc218\uc694 \uc99d\uac00\ub85c \uc138\uacc4 \ud575\uc2ec \uad11\ubb3c \uc218\uc694\ub294 2040\ub144\uae4c\uc9c0 \ucd5c\uc18c \ub450 \ubc30\ub85c \ub298\uc5b4\ub0a0 \uc804\ub9dd\uc784.<\/p>\n

\ubbf8\uad6d\uc740 \uc911\uad6d \uc758\uc874\ub3c4\ub97c \uc904\uc774\uae30 \uc704\ud574 \uad6d\ub0b4 \uc0dd\uc0b0\uc2dc\uc124\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uace0 \uad11\uc0b0\u00b7\uc815\uc81c\uae30\uc5c5\uc758 \uc9c0\ubd84\uc744 \uc9c1\uc811 \uc778\uc218\ud558\ub294 \ud55c\ud3b8 \uad6d\uc81c \ud30c\ud2b8\ub108\uc640 \ud611\uc815\uc744 \uccb4\uacb0\ud558\uace0 \ud575\uc2ec \uad11\ubb3c \uac00\uaca9 \ud558\ud55c\uc81c \ub3c4\uc785\uc744 \ucd94\uc9c4\ud558\ub294 \ub4f1 \ub2e4\uac01\uc801\uc778 \uc804\ub7b5\uc744 \ud3b4\uace0 \uc788\uc74c. \ubbf8\uad6d \uc815\ubd80\ub294 2025\ub144 1\uc6d4 \uc774\ud6c4 \ucd1d 400\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \ud575\uc2ec \uad11\ubb3c \uad00\ub828 \uacc4\uc57d 160\uac74\uc744 \uccb4\uacb0\ud558\uac70\ub098 \uc2b9\uc778\ud588\ub2e4\uace0 \ubc1d\ud614\uc74c.<\/p>\n

MP\uba38\ud2f0\ub9ac\uc5bc\uc2a4\uc640 \ub9ac\ud2ac\uc544\uba54\ub9ac\uce74\uc2a4, USA\ub808\uc5b4\uc5b4\uc2a4 \ub4f1\uc5d0 \ub300\ud55c \uc815\ubd80 \uc9c0\ubd84 \ud22c\uc790\ub3c4 \uc774\ub904\uc84c\uc74c. \uc774\uc640 \ud568\uaed8 100\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \ubbf8\uad6d \uc218\ucd9c\uc785\uc740\ud589(EXIM) \ub300\ucd9c\uacfc \uc57d 20\uc5b5 \ub2ec\ub7ec\uc758 \ubbfc\uac04\uc790\ubcf8\uc744 \uacb0\ud569\ud574 \ud575\uc2ec \uad11\ubb3c \ube44\ucd95\ub9dd\uc744 \uad6c\ucd95\ud558\ub294 \u2018\ud504\ub85c\uc81d\ud2b8 \ubcfc\ud2b8(Project Vault)\u2019\ub3c4 \ucd94\uc9c4\ud558\uace0 \uc788\uc74c. \ubbf8 \uc5d0\ub108\uc9c0\ubd80(DOE)\ub294 \uc9c0\ub09c\ub2ec \ubc30\ud130\ub9ac\uc6a9 \ud575\uc2ec \uad11\ubb3c\u00b7\uc18c\uc7ac \uac00\uacf5 \ud655\ub300\ub97c \uc704\ud55c 7\uac1c \ud504\ub85c\uc81d\ud2b8\uc5d0 \ucd1d 5\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\uc6d0\ud55c\ub2e4\uace0 \ubc1c\ud45c\ud588\uc74c.<\/p>\n

\uadf8\ub7ec\ub098 \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uc911\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c\uac00 \uac00\uc7a5 \ud070 \uacf5\uae09\ub9dd \ubcc0\uc218\ub85c \uaf3d\ud798. \uc911\uad6d\uc740 2025\ub144 4\uc6d4 \uc77c\ubd80 \uc911\ud76c\ud1a0\ub958\uc5d0 \uc218\ucd9c \ud1b5\uc81c\ub97c \ub3c4\uc785\ud55c \ub4a4 \uc911\uad6d\uc0b0 \ud76c\ud1a0\ub958\uac00 \ud3ec\ud568\ub41c \uc81c\ud488\uc73c\ub85c \uaddc\uc81c\ub97c \ud655\ub300\ud588\uc73c\uba70, \uac19\uc740 \ud574 10\uc6d4\uc5d0\ub294 \ud751\uc5f0\uacfc \uace0\uc131\ub2a5 \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \uc591\uadf9\uc7ac\ub85c \ud1b5\uc81c \ubc94\uc704\ub97c \ub113\ud614\uc74c. \uc77c\ubd80 \ud655\ub300 \uc870\uce58\ub294 2026\ub144 11\uc6d4\uae4c\uc9c0 \uc911\ub2e8\ub410\uc9c0\ub9cc \uc911\uad6d\uc774 \ud575\uc2ec\uad11\ubb3c \uc9c0\ubc30\ub825\uc744 \uad50\uc5ed\uad6d\uacfc\uc758 \ud611\uc0c1 \uc218\ub2e8\uc73c\ub85c \ud65c\uc6a9\ud560 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774 \uc81c\uae30\ub428.<\/p>\n

\ud2b9\ud788 \uc911\uad6d\uc740 2025\ub144 \uc138\uacc4 \ub9ac\ud2ac\u00b7\ucf54\ubc1c\ud2b8\u00b7\uc778\uc0b0\uc5fc\u00b7\ub9dd\uac04\u00b7\ud751\uc5f0\uc758 70~95%\ub97c \uac00\uacf5\ud588\uc73c\uba70 LFP \uc591\uadf9\uc7ac\uc758 98%, \ubc30\ud130\ub9ac \uc140\uc758 80%\ub97c \uc0dd\uc0b0\ud588\uc74c. IEA\ub294 \uc911\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c\uac00 \uc804\uba74 \uc2dc\ud589\ub420 \uacbd\uc6b0 \ub2e8\uae30\uc801\uc73c\ub85c \uc911\uad6d \uc774\uc678 \uc9c0\uc5ed\uc758 \ubc30\ud130\ub9ac \uc0dd\uc0b0\ub2a5\ub825\uc774 \uc2ec\uac01\ud558\uac8c \uc81c\ud55c\ub420 \uc218 \uc788\ub2e4\uace0 \ubd84\uc11d\ud588\uc74c.<\/p>\n

\ud55c\uad6d \uae30\uc5c5\ub3c4 \ub300\uc751\uc5d0 \ub098\uc11c\uace0 \uc788\uc74c. LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc740 \ubbf8\uad6d \ub0b4 \ubc30\ud130\ub9ac \uc0dd\uc0b0\uc744 \ud655\ub300\ud558\uba74\uc11c \ud2b9\ud788 LFP \uc591\uadf9\uc7ac\uc758 \uacf5\uae09\ub9dd\uc744 \ub2e4\ubcc0\ud654\ud558\uace0 \uc788\uc74c. \ud68c\uc0ac \uce21\uc740 \u201c\ud604\uc7ac \uae30\uc874 \uacf5\uae09\uc5c5\uccb4\ub85c\ubd80\ud130 \uc548\uc815\uc801\uc73c\ub85c \uc870\ub2ec\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ube44(\u975e)PFE \uc694\uac74 \ub4f1 \ud604\uc9c0 \uaddc\uc81c\uc5d0 \uc720\uc5f0\ud558\uac8c \ub300\uc751\ud558\uae30 \uc704\ud574 \ub2e4\ub978 \uacf5\uae09\uc5c5\uccb4\uc640\uc758 \ud30c\ud2b8\ub108\uc2ed\ub3c4 \uac80\ud1a0\ud558\uace0 \uc788\ub2e4\u201d\uace0 \ubc1d\ud614\uc74c. PFE\ub294 \ubbf8\uad6d \uc138\uc561\uacf5\uc81c \uc694\uac74\uc5d0\uc11c \uacf5\uae09\ub9dd \ucc38\uc5ec\uac00 \uc81c\ud55c\ub418\ub294 \u2018\uae08\uc9c0\ub41c \uc678\uad6d\uae30\uc5c5(Prohibited Foreign Entity)\u2019\uc744 \uc758\ubbf8\ud568.<\/p>\n

LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc758 \ubd81\ubbf8 \uc0dd\uc0b0\ub2a5\ub825\uc740 \uc62c\ud574 \ub9d0 50GWh\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70 \uc9c0\ub09c 8\uc6d4 \ubbf8\uc2dc\uac04\uc8fc \ub79c\uc2f1 \ubc30\ud130\ub9ac \uacf5\uc7a5\ub3c4 \uac00\ub3d9\uc744 \uc2dc\uc791\ud588\uc74c. \ud68c\uc0ac\ub294 \ubbf8\uad6d \uc2a4\ub9e5\uc624\ubc84\ub9ac\ud2ac\uacfc \ud5a5\ud6c4 10\ub144\uac04 \ubbf8\uad6d\uc0b0 \ubc30\ud130\ub9ac\uae09 \ud0c4\uc0b0\ub9ac\ud2ac 8000\ud1a4\uc744 \uacf5\uae09\ubc1b\ub294 \uc624\ud504\ud14c\uc774\ud06c \uacc4\uc57d\ub3c4 \uccb4\uacb0\ud588\uc74c.<\/p>\n

<\uc2dc\uc0ac\uc810>
\n<\/strong>\ubbf8\uad6d\uc758 \ub300\uaddc\ubaa8 \ud22c\uc790\uc5d0\ub3c4 \uc911\uad6d\uc774 \ud575\uc2ec \uad11\ubb3c\uc758 \uc815\uc81c\u00b7\uac00\uacf5 \ub2e8\uacc4\uc5d0\uc11c \uc555\ub3c4\uc801\uc778 \uc9c0\ubc30\ub825\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc5b4 \uacf5\uae09\ub9dd \ud0c8\uc911\uad6d\uc5d0\ub294 \uc0c1\ub2f9\ud55c \uc2dc\uac04\uc774 \ud544\uc694\ud560 \uc804\ub9dd\uc784. \ud2b9\ud788 LFP\uc640 \ud751\uc5f0 \ub4f1 \ubc30\ud130\ub9ac \ud575\uc2ec \uc18c\uc7ac\ub294 \uc911\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c\uc640 \ubbf8\uad6d\uc758 \ube44PFE \uc694\uac74\uc774 \ub3d9\uc2dc\uc5d0 \uc791\uc6a9\ud558\uace0 \uc788\uc5b4 \ud55c\uad6d \ubc30\ud130\ub9ac \uae30\uc5c5\uc5d0\ub3c4 \uc9c1\uc811\uc801\uc778 \uacf5\uae09\ub9dd \uc7ac\ud3b8 \uc555\ub825\uc774 \ub418\uace0 \uc788\uc74c. LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc758 \ubbf8\uad6d \uc0dd\uc0b0\u00b7\ud604\uc9c0 \uc870\ub2ec \ud655\ub300\ub294 \uc774\ub7ec\ud55c \uaddc\uc81c \ubcc0\ud654\uc5d0 \ub300\ud55c \ub300\uc751 \uc0ac\ub840\ub85c \uc8fc\ubaa9\ub428.<\/p>\n","protected":false},"excerpt":{"rendered":"

|\ud76c\ud1a0\ub958 \uc815\uc81c \u4e2d \ube44\uc911 85%\u2026\u975e\ud76c\ud1a0\ub958 \ud575\uc2ec \uad11\ubb3c\uc740 \uc624\ud788\ub824 72%\ub85c \uc0c1\uc2b9 |\u4e2d \uc218\ucd9c \ud1b5\uc81c \uacf5\uae09\ub9dd \uc704\ud611 \uc9c0\uc18d\u2026LG\uc5d4\uc194, \u7f8e \uc0dd\uc0b0 \ud655\ub300\u00b7LFP \uc870\ub2ec\ucc98 \ub2e4\ubcc0\ud654   <\uac1c\uc694> \ubbf8\uad6d\uc774 \uc911\uad6d \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\uae30 \uc704\ud574 2025\ub144 \uc774\ud6c4 400\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \ud575\uc2ec \uad11\ubb3c \ud504\ub85c\uc81d\ud2b8\ub97c \ucd94\uc9c4\ud588\uc9c0\ub9cc \uc911\uad6d\uc758 \uc815\uc81c\u00b7\uac00\uacf5\uc2dc\uc7a5 \uc9c0\ubc30\ub825\uc740 \uc5ec\uc804\ud788 \uc555\ub3c4\uc801\uc778 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc74c. \ud2b9\ud788 \ubc30\ud130\ub9ac \ud575\uc2ec \uc18c\uc7ac\uc758 \uc911\uad6d \uc758\uc874\ub3c4\uac00 \ub192\uc740 \uac00\uc6b4\ub370 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\ub3c4 \ubbf8\uad6d \ub0b4 […]<\/p>\n","protected":false},"author":662,"featured_media":71341,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,612,614,611],"tags":[2661,1174,13281,13282,29,1206,58,715,887,38,1876,9327,4299,1100,2248],"class_list":{"0":"post-71333","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-sanction","8":"category-usa","9":"category-china","10":"category-korea","11":"tag-lfp","12":"tag-lg","13":"tag-pfe","14":"tag-13282","15":"tag-29","16":"tag-1206","17":"tag-58","18":"tag-715","19":"tag-887","20":"tag-38","21":"tag-1876","22":"tag-9327","23":"tag-4299","24":"tag-1100","25":"tag-2248"},"yoast_head":"\n\u7f8e \ud575\uc2ec \uad11\ubb3c\uc5d0 400\uc5b5 \ub2ec\ub7ec \ud22c\uc790\ud574\ub3c4 \u4e2d \uc9c0\ubc30\ub825 \uc5ec\uc804\u2026LG\uc5d4\uc194\ub3c4 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654 SanctionLab<\/title>\n<meta name=\"description\" content=\"\ubbf8\uad6d\uc774 400\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \ud575\uc2ec \uad11\ubb3c \ud504\ub85c\uc81d\ud2b8\ub97c \ucd94\uc9c4\ud558\uace0 \uc788\uc9c0\ub9cc \uc911\uad6d\uc758 \uc2dc\uc7a5 \uc9c0\ubc30\ub825\uc740 \uc5ec\uc804\ud788 \uc555\ub3c4\uc801\uc784. \uc911\uad6d\uc740 \uc138\uacc4 LFP \uc591\uadf9\uc7ac\uc758 98%, \ubc30\ud130\ub9ac \uc140\uc758 80%\ub97c \uc0dd\uc0b0\ud558\uace0 \uc788\uc74c. 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