{"id":74998,"date":"2026-11-01T02:00:36","date_gmt":"2026-10-31T17:00:36","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=74998"},"modified":"2026-10-30T16:46:19","modified_gmt":"2026-10-30T07:46:19","slug":"%ec%a0%84%eb%a0%a5%eb%a7%9d%ec%84%9c-%ec%a4%91%ea%b5%ad%ec%82%b0-%eb%b0%b0%ed%84%b0%eb%a6%ac-%eb%b0%b0%ec%a0%9c%ed%95%9c-%e7%be%8e-%ec%83%88-%ea%b8%b0%ed%9a%8c-%ec%b0%be%ec%9d%80-%e9%9f%93","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=74998","title":{"rendered":"\uc804\ub825\ub9dd\uc11c \uc911\uad6d\uc0b0 \ubc30\ud130\ub9ac \ubc30\uc81c\ud55c \u7f8e\u2026 \uc0c8 \uae30\ud68c \ucc3e\uc740 \u97d3 \ubc30\ud130\ub9ac 3\uc0ac"},"content":{"rendered":"

| \ud2b8\ub7fc\ud504, \u4e2d \ub4f1 \uc801\ub300\uad6d\uc758 \uc804\ub825\ub9dd \uc124\ube44 \uc2e0\uaddc \uad6c\ub9e4\u00b7\uc124\uce58 \uae08\uc9c0
\n| LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \ubd81\ubbf8 ESS \uc810\uc720\uc728 13.6%\u2026 \u4e2d\u00a0\uc5c5\uccb4 \uc774\uc5b4 3\uc704
\n| \uc0bc\uc131SDI, \u7f8e \uc54c\ud30c\uc624\uba54\uac00\ud30c\uc6cc\uc5d0 ESS \ubc30\ud130\ub9ac 1GWh \ucd94\uac00 \uacf5\uae09 \uacc4\uc57d
\n| SK\uc628, \u7f8e \ub124\uc624\ubcfc\ud0c0\ud30c\uc6cc\uc5d0 5\ub144\uac04 LFP \ubc30\ud130\ub9ac 9GWh \uacf5\uae09 \uacc4\uc57d \uccb4\uacb0<\/h3>\n

\ubbf8\uad6d\uc5d0\uc11c \uc804\uae30\ucc28 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc138\uac00 \ub454\ud654\ud558\ub294 \ubc18\uba74, \uc804\ub825\ub9dd\uc5d0 \uc804\uae30\ub97c \uc800\uc7a5\ud558\ub294 \uc5d0\ub108\uc9c0\uc800\uc7a5\uc7a5\uce58(ESS) \uc2dc\uc7a5\uc740 \ube60\ub974\uac8c \ud655\ub300\ub418\uace0 \uc788\uc74c. \ud2b9\ud788 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc774 \uc911\uad6d \ub4f1 \uc801\ub300\uad6d\uc5d0\uc11c \uc0dd\uc0b0\ud55c \ubc30\ud130\ub9ac\ub97c \ud3ec\ud568\ud55c \uc804\ub825\ub9dd \uc124\ube44\uc758 \uc2e0\uaddc \uad6c\ub9e4\u00b7\uc124\uce58\ub97c \uae08\uc9c0\ud558\uba74\uc11c \ud55c\uad6d\uacfc \uc77c\ubcf8 \ubc30\ud130\ub9ac \uae30\uc5c5\ub4e4\uc774 \uc0c8\ub85c\uc6b4 \uc131\uc7a5 \uae30\ud68c\ub97c \ub9de\uace0 \uc788\ub2e4\uace0 29\uc77c(\ud604\uc9c0\uc2dc\uac01) \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc800\ub110\uc774 \ubcf4\ub3c4<\/a>\ud588\uc74c.<\/p>\n

ESS\ub294 \uc804\uae30\uac00 \ub0a8\uc744 \ub54c \ubc30\ud130\ub9ac\uc5d0 \uc800\uc7a5\ud588\ub2e4\uac00 \uc218\uc694\uac00 \ub298\uba74 \uacf5\uae09\ud558\ub294 \uc7a5\uce58\uc784. \ud0dc\uc591\uad11\u00b7\ud48d\ub825\ucc98\ub7fc \ubc1c\uc804\ub7c9\uc774 \uc77c\uc815\ud558\uc9c0 \uc54a\uc740 \uc7ac\uc0dd\uc5d0\ub108\uc9c0\uc758 \ub2e8\uc810\uc744 \ubcf4\uc644\ud558\uace0, \uc778\uacf5\uc9c0\ub2a5(AI) \ub370\uc774\ud130\uc13c\ud130\ucc98\ub7fc \uc804\ub825 \uc0ac\uc6a9\ub7c9\uc774 \uae09\ubcc0\ud558\ub294 \uc2dc\uc124\uc5d0\ub3c4 \uc548\uc815\uc801\uc73c\ub85c \uc804\uae30\ub97c \uacf5\uae09\ud560 \uc218 \uc788\uc74c. \ubbf8\uad6d \uc5d0\ub108\uc9c0\uc800\uc7a5\uc5f0\ud569\uc740 2032\ub144 \ubbf8\uad6d\uc758 \ubc30\ud130\ub9ac \uc804\ub825 \uc800\uc7a5\ub7c9\uc774 \ud604\uc7ac\uc758 4\ubc30\uc778 1\ud14c\ub77c\uc640\ud2b8\uc2dc(TWh)\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ud588\uc74c. \ud14d\uc0ac\uc2a4\u00b7\uce98\ub9ac\ud3ec\ub2c8\uc544\u00b7\ud50c\ub85c\ub9ac\ub2e4\u00b7\ubbf8\uc2dc\uac04\uc8fc\uac00 \ucd5c\ub300 \uc804\ub825\uc744 \uc0ac\uc6a9\ud558\ub294 \uc0c1\ud669\uc5d0\uc11c\ub3c4 \uc57d 4\uc2dc\uac04 \ub3d9\uc548 \uc804\uae30\ub97c \uacf5\uae09\ud560 \uc218 \uc788\ub294 \uaddc\ubaa8\uc784.<\/p>\n

\uadf8\ub3d9\uc548 \ubbf8\uad6d ESS \uc2dc\uc7a5\uc740 \uc800\ub834\ud55c \uc81c\ud488\uc744 \uc55e\uc138\uc6b4 \uc911\uad6d \uae30\uc5c5\ub4e4\uc774 \uc7a5\uc545\ud574 \uc654\uc74c. \uadf8\ub7ec\ub098 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \uc9c0\ub09c 8\uc6d4 \ub9d0 \uc911\uad6d \ub4f1 \uc801\ub300\uad6d\uc758 \uc804\ub825\ub9dd \uc124\ube44 \ub3c4\uc785\uc744 \uae08\uc9c0\ud558\ub294 \uba85\ub839\uc744 \ub0b4\ub9ac\uba74\uc11c \uc2dc\uc7a5 \uad6c\ub3c4\uac00 \ub2ec\ub77c\uc9c0\uace0 \uc788\uc74c. \ubc31\uc545\uad00\uc740 \uc678\uad6d \uae30\uc5c5\uc5d0 \ub530\ub978 \uc804\ub825\ub9dd \ubcf4\uc548 \uc704\ud5d8\uc744 \ucc28\ub2e8\ud558\uae30 \uc704\ud55c \uc870\uce58\ub77c\uace0 \uc124\uba85\ud588\uc9c0\ub9cc, \uc911\uad6d \uc815\ubd80\ub294 \uad6d\uac00\uc548\ubcf4 \uac1c\ub150\uc744 \uc9c0\ub098\uce58\uac8c \ud655\ub300\ud574 \uc678\uad6d \uae30\uc5c5\uc744 \uaca8\ub0e5\ud55c\ub2e4\uace0 \ubc18\ubc1c\ud588\uc74c. \ub2e4\ub9cc \uae30\uc874 \uc911\uad6d\uc0b0 \ubc30\ud130\ub9ac\uc5d0\ub3c4 \uae08\uc9c0 \uc870\uce58\uac00 \uc801\uc6a9\ub418\ub294\uc9c0 \ub4f1 \uad6c\uccb4\uc801\uc778 \uc9d1\ud589 \uae30\uc900\uc740 \uc544\uc9c1 \ud655\uc815\ub418\uc9c0 \uc54a\uc558\uc74c.<\/p>\n

\ud55c\uad6d \uae30\uc5c5 \uc911\uc5d0\uc11c\ub294 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc758 \uc0ac\uc5c5 \ud655\ub300\uac00 \ub450\ub4dc\ub7ec\uc9d0. \ubbf8\uad6d \ubbf8\uc2dc\uac04\uc8fc \ud2b8\ub80c\ud134\uc5d0 \uac74\uc124 \uc911\uc778 DTE\uc5d0\ub108\uc9c0\uc758 ESS \uc2dc\uc124\uc5d0\ub294 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc758 \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \ubc30\ud130\ub9ac\uac00 \uc124\uce58\ub418\uace0 \uc788\uc74c. \ucd5c\ub300 \ucd9c\ub825\uc740 220\uba54\uac00\uc640\ud2b8(MW)\ub85c, \uc57d 4\ub9cc\uac00\uad6c\uc5d0 \uc804\uae30\ub97c \uacf5\uae09\ud560 \uc218 \uc788\ub294 \uc218\uc900\uc784. LFP\ub294 \uc0c1\ub300\uc801\uc73c\ub85c \uc800\ub834\ud55c \ucca0\uc744 \uc0ac\uc6a9\ud558\ub294 \ubc30\ud130\ub9ac\ub85c, ESS \uc2dc\uc7a5\uc5d0\uc11c \uac00\uaca9 \uacbd\uc7c1\ub825\uc774 \uc911\uc694\ud55c \uae30\uc220\uc784.<\/p>\n

\uc2dc\uc7a5\uc870\uc0ac\uc5c5\uccb4 SNE\ub9ac\uc11c\uce58\uc5d0 \ub530\ub974\uba74 LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158\uc758 \ubd81\ubbf8 ESS \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 2025\ub144 \uc0c1\ubc18\uae30 4.2%\uc5d0\uc11c 2026\ub144 \uc0c1\ubc18\uae30 13.6%\ub85c \uc0c1\uc2b9\ud574 \uc911\uad6d CATL\uacfc \ud558\uc774\ud2f0\uc6c0(Hithium)\uc5d0 \uc774\uc5b4 3\uc704\ub97c \uae30\ub85d\ud588\uc74c. \ubd81\ubbf8 \ucd9c\ud558\ub7c9\uc758 \uc57d 95%\ub294 \uc804\ub825\ub9dd\uc6a9\uc774\uc5c8\uc74c. \ud68c\uc0ac\ub294 \uc62c\ud574 \ub9d0\uae4c\uc9c0 \uc804 \uc138\uacc4 ESS \ubc30\ud130\ub9ac \uc0dd\uc0b0\ub2a5\ub825\uc744 \uc5f0\uac04 60\uae30\uac00\uc640\ud2b8\uc2dc(GWh) \uc774\uc0c1, \ubd81\ubbf8\uc5d0\uc11c\ub294 \uc5f0\uac04 50GWh \uc774\uc0c1 \ud655\ubcf4\ud560 \uacc4\ud68d\uc784.<\/p>\n

\uc0bc\uc131SDI\ub3c4 \ubbf8\uad6d \uc5d0\ub108\uc9c0\uae30\uc5c5 \uc54c\ud30c\uc624\uba54\uac00\ud30c\uc6cc(Alpha Omega Power)\uc5d0 \uc5f0\ub9d0\uae4c\uc9c0 ESS \ubc30\ud130\ub9ac 1\uae30\uac00\uc640\ud2b8\uc2dc(GWh)\ub97c \ucd94\uac00 \uacf5\uae09\ud558\uae30\ub85c \ud588\uc73c\uba70, \uc778\ub514\uc560\ub098\uc8fc \uc2a4\ud154\ub780\ud2f0\uc2a4 \ud569\uc791\uacf5\uc7a5\uc5d0\uc11c \uc0dd\uc0b0\ud560 \uc608\uc815\uc784. SK\uc628\uc740 \ubbf8\uad6d \ub124\uc624\ubcfc\ud0c0\ud30c\uc6cc(NeoVolta Power)\uc5d0 5\ub144\uac04 LFP \ubc30\ud130\ub9ac 9GW\ub97c \uacf5\uae09\ud558\ub294 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uace0, \uc77c\ubcf8 \ud30c\ub098\uc18c\ub2c9\uc740 \uce94\uc790\uc2a4\uc8fc \uc804\uae30\ucc28 \ubc30\ud130\ub9ac \uc0dd\uc0b0\ub77c\uc778 \uc77c\ubd80\ub97c AI \ub370\uc774\ud130\uc13c\ud130\uc6a9\uc73c\ub85c \uc804\ud658\ud588\uc74c.<\/p>\n

\uc5d4\ube44\ub514\uc544\ub3c4 \uc9c0\ub09c 9\uc6d4 AI \ub370\uc774\ud130\uc13c\ud130\uc6a9 ESS \uc2b9\uc778 \uacf5\uae09\uc5c5\uccb4\ub85c LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \uc77c\ubcf8 \ud788\ud0c0\uce58\uc5d0\ub108\uc9c0, \ud14c\uc2ac\ub77c\ub97c \uc120\uc815\ud588\uc73c\uba70 \uc911\uad6d \uae30\uc5c5\uc740 \ud3ec\ud568\ud558\uc9c0 \uc54a\uc558\uc74c. \uc774\ucc98\ub7fc \ub2f9\ucd08 \uc804\uae30\ucc28 \uc218\uc694 \ud655\ub300\ub97c \uae30\ub300\ud558\uace0 \ubbf8\uad6d\uc5d0 \uacf5\uc7a5\uc744 \uac74\uc124\ud588\ub358 \ud55c\uad6d\u00b7\uc77c\ubcf8 \ubc30\ud130\ub9ac \uae30\uc5c5\ub4e4\uc774 AI \uc804\ub825 \uc218\uc694 \uc99d\uac00\uc640 \ubbf8\uad6d\uc758 \ub300\uc911 \uaddc\uc81c\ub97c \uacc4\uae30\ub85c ESS \uc2dc\uc7a5\uc73c\ub85c \uc0ac\uc5c5 \uc911\uc2ec\uc744 \uc62e\uae30\uace0 \uc788\uc74c.<\/p>\n","protected":false},"excerpt":{"rendered":"

| \ud2b8\ub7fc\ud504, \u4e2d \ub4f1 \uc801\ub300\uad6d\uc758 \uc804\ub825\ub9dd \uc124\ube44 \uc2e0\uaddc \uad6c\ub9e4\u00b7\uc124\uce58 \uae08\uc9c0 | LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, \ubd81\ubbf8 ESS \uc810\uc720\uc728 13.6%\u2026 \u4e2d\u00a0\uc5c5\uccb4 \uc774\uc5b4 3\uc704 | \uc0bc\uc131SDI, \u7f8e \uc54c\ud30c\uc624\uba54\uac00\ud30c\uc6cc\uc5d0 ESS \ubc30\ud130\ub9ac 1GWh \ucd94\uac00 \uacf5\uae09 \uacc4\uc57d | SK\uc628, \u7f8e \ub124\uc624\ubcfc\ud0c0\ud30c\uc6cc\uc5d0 5\ub144\uac04 LFP \ubc30\ud130\ub9ac 9GWh \uacf5\uae09 \uacc4\uc57d \uccb4\uacb0 \ubbf8\uad6d\uc5d0\uc11c \uc804\uae30\ucc28 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc138\uac00 \ub454\ud654\ud558\ub294 \ubc18\uba74, \uc804\ub825\ub9dd\uc5d0 \uc804\uae30\ub97c \uc800\uc7a5\ud558\ub294 \uc5d0\ub108\uc9c0\uc800\uc7a5\uc7a5\uce58(ESS) \uc2dc\uc7a5\uc740 \ube60\ub974\uac8c \ud655\ub300\ub418\uace0 \uc788\uc74c. \ud2b9\ud788 […]<\/p>\n","protected":false},"author":98,"featured_media":38196,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,612,617,611],"tags":[29,1533,58,715,3819,297,555,4273,38,339],"class_list":{"0":"post-74998","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":"category-korea","11":"tag-29","12":"tag-1533","13":"tag-58","14":"tag-715","15":"tag-3819","16":"tag-297","17":"tag-555","18":"tag-4273","19":"tag-38","20":"tag-339"},"yoast_head":"\n\uc804\ub825\ub9dd\uc11c \uc911\uad6d\uc0b0 \ubc30\ud130\ub9ac \ubc30\uc81c\ud55c \u7f8e\u2026 \uc0c8 \uae30\ud68c \ucc3e\uc740 \u97d3 \ubc30\ud130\ub9ac 3\uc0ac SanctionLab<\/title>\n<meta name=\"description\" content=\"\ubbf8\uad6d\uc5d0\uc11c \uc804\uae30\ucc28 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc138\uac00 \ub454\ud654\ud558\ub294 \ubc18\uba74, \uc804\ub825\ub9dd\uc5d0 \uc804\uae30\ub97c \uc800\uc7a5\ud558\ub294 \uc5d0\ub108\uc9c0\uc800\uc7a5\uc7a5\uce58(ESS) \uc2dc\uc7a5\uc740 \ube60\ub974\uac8c \ud655\ub300\ub418\uace0 \uc788\uc74c. \ud2b9\ud788 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc774 \uc911\uad6d \ub4f1 \uc801\ub300\uad6d\uc5d0\uc11c \uc0dd\uc0b0\ud55c \ubc30\ud130\ub9ac\ub97c \ud3ec\ud568\ud55c \uc804\ub825\ub9dd \uc124\ube44\uc758...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sanctionlab.com\/?p=74998\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\uc804\ub825\ub9dd\uc11c \uc911\uad6d\uc0b0 \ubc30\ud130\ub9ac \ubc30\uc81c\ud55c \u7f8e\u2026 \uc0c8 \uae30\ud68c \ucc3e\uc740 \u97d3 \ubc30\ud130\ub9ac 3\uc0ac SanctionLab\" \/>\n<meta property=\"og:description\" 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