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์ „๊ธฐ์ฐจ ๋ฐฐํ„ฐ๋ฆฌ์˜ ์ง€์—ญ๋ณ„ ์ œ์กฐ ์šฉ๋Ÿ‰์€? by VISUALCAPITALIST.com

N* Tech/Mobility

by ๋ผ๋””์˜คํ‚ค์ฆˆ radiokidz@daum.net 2022. 3. 4. 19:00

๋ณธ๋ฌธ

๋ฐ˜์‘ํ˜•

์•„์ง ๋„๋กœ ์œ„๋ฅผ ๋‹ฌ๋ฆฌ๋Š” ์ž๋™์ฐจ์˜ ๋Œ€๋ถ€๋ถ„์€ ํœ˜๋ฐœ์œ ๋‚˜ ๋””์ ค๋กœ ๋‹ฌ๋ฆฌ๋Š” ๋‚ด์—ฐ๊ธฐ๊ด€ ์ž๋™์ฐจ๋“ค์ด์ง€๋งŒ, ๊ทผ๋ฏธ๋ž˜์—๋Š” ๊ทธ ์ž๋ฆฌ๋ฅผ ์ „๊ธฐ์ฐจ๊ฐ€ ์ฐจ์ง€ํ•  ๋“ฏํ•œ ๋ถ„์œ„๊ธฐ์ฃ . ๋‹ค์Œ ์ฐจ๋Š” ์ „๊ธฐ์ฐจ๋กœ ์‚ด๊นŒ ํ•˜๋Š” ์‚ฌ๋žŒ๋“ค๋„ ๋Š˜๊ณ  ์ „๊ธฐ์ฐจ๋ฅผ ์ถœ์‹œํ•˜๊ณ  ๊ณต๊ธ‰ํ•˜๋ ค๋Š” ์ œ์กฐ์‚ฌ๋“ค์˜ ์›€์ง์ž„๋„ ์ ์  ๋” ์ปค์ง€๊ณ  ์žˆ์œผ๋‹ˆ๊นŒ์š”. ๊ทธ๋ ‡๋‹ค ๋ณด๋‹ˆ ์ „๊ธฐ์ฐจ์˜ ์—ฐ๋ฃŒํ†ต ์—ญํ• ์„ ํ•˜๋Š” ๋ฐฐํ„ฐ๋ฆฌ ์‹œ์žฅ๋„ ๋œจ๊ฑฐ์›Œ์ง€๊ณ  ์žˆ๋Š”๋ฐ...

 

์„ธ๊ณ„ ์ƒ์œ„ 10๋Œ€ ์ „๊ธฐ์ฐจ ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ๊ตญ ํ˜„ํ™ฉ, ๋Œ€ํ•œ๋ฏผ๊ตญ์€?


์ „๊ธฐ์ฐจ ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ์‚ฌ๋กœ๋Š” ์ค‘๊ตญ์˜ CATL, BYD, ํ•œ๊ตญ์˜ LG์—๋„ˆ์ง€์†”๋ฃจ์…˜, SK์˜จ, ์‚ผ์„ฑSDI, ์ผ๋ณธ์˜ ํŒŒ๋‚˜์†Œ๋‹‰ ๋“ฑ์ด ์œ ๋ช…ํ•˜์ฃ . ๊ทธ๋Ÿฐ ์ „๊ธฐ์ฐจ ๋ฐฐํ„ฐ๋ฆฌ๊ฐ€ ์–ด๋””์—์„œ ๋งŽ์ด ๋งŒ๋“ค์–ด์ง€๊ณ  ์žˆ๋Š”์ง€ ํ˜น์‹œ ์ƒ๊ฐํ•ด ๋ณด์‹  ์ ์ด ์žˆ์œผ์‹ ๊ฐ€์š”? SCOTCH CREEK VENTURES์™€ VISUAL CAPITALIST๊ฐ€ ๋งŒ๋“  ์ด ์ธํฌ๊ทธ๋ž˜ํ”ฝ์—๋Š” ๊ตญ๊ฐ€๋ณ„ ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ ์šฉ๋Ÿ‰์„ ์†Œ๊ฐœํ•˜๊ณ  ์žˆ๋Š”๋ฐ์š”.

1์œ„๋Š” ์ „๊ธฐ์ฐจ์— ์ง„์‹ฌ์ธ ์ค‘๊ตญ์ด ์ฐจ์ง€ํ–ˆ๋Š”๋ฐ ์„ธ๊ณ„ 10๋Œ€ ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ์‚ฌ ์ค‘ 4๊ฐœ๊ฐ€ ์ค‘๊ตญ์ธ ๋งŒํผ ๋ฌด๋ ค 558GWh๋ผ๋Š” ์••๋„์ ์ธ ๊ทœ๋ชจ๋ฅผ ์ž๋ž‘ํ•ฉ๋‹ˆ๋‹ค. 2์œ„์ธ ํ…Œ์Šฌ๋ผ์™€ ํŒŒ๋‚˜์†Œ๋‹‰ ์—ฐํ•ฉ๊ตฐ์ด ํ™œ์•ฝํ•˜๋Š” ๋ฏธ๊ตญ์ด ๊ณ ์ž‘(?) 44GWh์ด๋‹ˆ ์ค‘๊ตญ์ด ์ „๊ธฐ์ฐจ์— ์–ผ๋งˆ๋‚˜ ์ ๊ทน์ ์ธ์ง€๊ฐ€ ๋Š๊ปด์ง€๋Š”๋ฐ์š”. 3, 4์œ„๋Š” 28GWh์˜ ํ—๊ฐ€๋ฆฌ์™€ 22GWh์˜ ํด๋ž€๋“œ๊ฐ€ ์ „ํ†ต์ ์ธ ์ž๋™์ฐจ ๋งน์ฃผ์ธ ์œ ๋Ÿฝ์„ ์ง€์ง€ํ•˜๋Š” ๋Š๋‚Œ์ธ๋ฐ์š”. ํญ์Šค๋ฐ”๊ฒ์ด 2030๋…„๊นŒ์ง€ ์œ ๋Ÿฝ์— 6๊ฐœ์˜ ๊ณต์žฅ์„ ์„ธ์›Œ ๋ฐฐํ„ฐ๋ฆฌ ์ œ์กฐ ์šฉ๋Ÿ‰์„ 240GWh๋กœ ๋Š˜๋ฆด ๊ฑฐ๋ผ๋‹ˆ ๊ฒฝ์Ÿ์€ ๊ณ„์†๋  ๋“ฏํ•˜๋„ค์š”. ํ•œ๊ตญ์€ 18GWh๋กœ 5์œ„๊ณ  ์˜์™ธ๋กœ ์ผ๋ณธ๋„ 17GWh๋กœ 6์œ„๋ฅผ ๋‹ฌ๋ฆฌ๊ณ  ์žˆ๋˜๋ฐ LG์—๋„ˆ์ง€์†”๋ฃจ์…˜, SK์˜จ, ์‚ผ์„ฑSDI๊ฐ€ ์ ์  ๋” ์น˜์—ดํ•ด์ง€๋Š” ๊ฒฝ์Ÿ์—์„œ ์›ƒ์„ ์ˆ˜ ์žˆ์„์ง€ ์ง€์ผœ๋ด์•ผ ํ•  ๋“ฏํ•˜๋„ค์š”.@_@

 


 

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