2 ڿ _ Ȱ
ȯ ô,
Ⱑ ƴ϶ ȯ ʿ
. , KOTRA
“ ϶.”
ȯü 䱸 迡 Դٸ ټ Ǿ ̴. (EU) ۾ Կ (ު) °߱ⱸ(OECD) ȸ Ǵ ϰ ȴ. EU ƬĹȸ Ž Ȱ зش 䱸ϴ ᱹ Ȱϱ ؼ.
ȭ 忡 ð ʿ, ۾ ġϴ.
6 äõ EU Ȱ ǹȭϰ ִ. 8 ĺʹ ڹƮ, , Ƭ, Ȱ 縦 ݵ ̻ ؾ Ѵ.
ȯ 䳢 ѹ ƾ ϴ EU Ұ ̱ϴ. ű ڴ ȯ ǰ ڴ ߱ DZ ü ڿ ִ.
翡 Ȱ 縦 Ȯؾ ϴ ߰ δ , Ȱ 迡 ο ȸ ƴ. ̹ 鵵 ̰ ִ.
3簡 ϰ ִ 7,000t Ը Ȱ ذư Ͽ Ŭ ũ 㰡 ̴.
ƴ϶ 糪 ǰ Ȯǰ ִ. EU 1δ 180 11 ִ. ̿ å 2030 縦 Ȱ ֵ ǹȭϰ, ǥ ΰϴ ̴.
о߿ Ǹ Ƿ ⸦ ϰ Ȱ뿡 ȭϰ ִ. 谡 ñ ũ ݹϰ ־ Թ ټ ⼺ŭ ٲ ̶ δ. ̸ Ȱ ο Ͻ ڸ ư ִ. Ϸʷ ɶ ŸƮ ǴƼ ̹ Ƿ Ƿ 귣 1 ̻ α ߴ.
EU ȯå ǰ • Ȱ • å Ȯϰ ִ. ȸ • ؾ ϰ ٽ 簡 Ǿ 꿡 Եȴ. Ȱ
ǹȭǸ Ȯ ﵵ ġ ̴. ؾ ϴ Ⱑ ƴ϶ Ȱؾ ϴ ȯ ʿ ̴.
Ϻ, (EV) Ȱ
Ż ź Ȱ뿡 ɵ
Ƭ̿¹ ȯ Ȱ ±
Ż ź Ծ (EV) ȭʿ Ⱓ ǰ 䵵 Ȯǰ , Ƭ ¹(LiB) 翡 Ǵ (Ni), ڹƮ (Co), Ƭ(Li) ݼ ־ ؼ ü ߰ Բ Ȱ 뿡 ý ñϴ.
, (EU) Ȱ 1) ̱ ÷̼ 2) ߿䵵 ϰ ־ Ȱ, ؿ ȭ, ڿ Ȯ ߿ ̴.
Ϻ ڵ
ڵ ‘ȭ’ ‘ȭ’ 뺯 ( ) о ̳뺣̼ ߿伺 ִ.
Ȯ Ҿ Ƭ̿¹ 䵵 Ȯǰ ͱݼ , ڿ , ü ǿȭ ȭ ߱ پ ÷̾ ȭǰ ִ. ̿ Ϻ δ å ÿ, Ư ߿买ڷμ ڿ Ȯ ó ü ȭ ϰ ִ.
Ը(ݾ ) 2019 5 2030 40 , 2050 100 , ġ Ȯ а EV Ȯ뿡 Ȯ ̶ Ǯߴ. ijҴ(Panasonic), (AESC) Ϻ ʱ Ȯ ѱ ߱ ߱ CATL, BYD ѱ LGȭ, ZSDI, SK̳뺣̼ Ȯ Ϻ ü ϵƴ.
, ȸ ߳ҿ 2021 ž Ƭ̿¹(LiB) Ը ϱ 120.9% 371.1ⰡƮ(GWh) ߴٰ Ѵ. EV Ƭ̿¹ ϵ ؼ 2022 19.4% 443.0 GWh, 2030 2021 43.9% 1163.0GWh Ȯ ϰ ִ.
EV ο Ÿ ִ° ϴ ӰŸ , EV ϰ ߿ Ư ̴ Ͱ Ҿ , 淮, 뷮 Ƭ̿¹ ִ ü ൵ ǰ ٰ мߴ.
̷ EV ް Բ Ƭ̿¹ 䰡 þ ڹƮ(Co), Ƭ(Li), (Ni) ֿ ݵ ڸ ݱ ɸ̾ Ȱ ־ dz ̴.
Ƭ̿¹ ȯ
ڵ(), λ(ڱ ), ġ ϵǰ 뵵 ǰ ȸ ° . ü ü ü и ڵ ü üȸ ȹ μǰų Ÿ ڿ ȸü ǰ ̾ ȸ ̳ ܷ ϵȴ. λ JBRC(Japan Portable Rechargeable Battery Recycling Center) 忡 ȸ ܿ μ ȸ ü и ȸǴ κе ִ. ġ , ü üȸ ̷ ִ.
̷ ȸ Ȱ óоڿ ü ó ߰ ó ̷ Ȱ ö γ Ұ ϰ óеǴ ͱݼӷ ȸ óǴ ִ. ȸ ͱݼ ϴ ߰ ( Ž) ̿ ν ̿Ǵ ܿ μ ȸϱ Ϻ ̷ ؿܿ Ǵ ִ.
Ϻ Բ EV Ȱ Ϻ δ ̳뺣̼ ݻ ϳ 2,132 Ը( 1,205 Ը) ħ̸ ڵ ȭ ·ü ȭ ǥ Ѵ.
ֿ ü ǥ(ӰŸ ġ е 2 ̻) ڿ (ڹƮ 濬 ) Ÿ ź μ ǰ ͱݼ(ͱݼ) ȸ ϴ Ȱ (Ƭ 70%, 95%, ڹƮ 95% ȸ ǥ ) ̴.
ͱݼ ȸ ϴ Ȱ κδ ͱݼ ȸ ȭ ΰ ǽó(ó ݼ и), ó( ó ݼ и), Ȱ(ȸ Ḧ ݼ и ʰ ǵ ) پ ̴.
ǥ , ݼӱ ڰ ǽ ȸ ȭ , JXݼ ȭ ó ó ݼ ȸ ȭ, JERA ȭ ҹ(ު焼۰) и ȸ ȸ Ȱ Ȱ ̵Ų â (-Ŭ) ϰ ִ.
ݼӱ 2022 1 䵧ī EV , , ڹƮ Ӹ ƴ϶ Ƭ Ȯ, Ƭ ȭչ Ȱϴ ʶ ߴ.
JXݼӱ ִ ݼӿ LiB ϴ ̹ Ȯ EV ȭ Ǵ μ ż ٰ(VW) ϴ 縦 ǰ Ḧ ȸϴ Ȯ ǥ ϰ ִ.
, ߵ ǰ ־ Ϳ ڽý۰ ŰŸ 2022 11 ó LiB Ȱ뿡 ߴ. ó Ȱȭ LiB ȸ Ž(Black Mass) 縦 뷮 ݺ · ǵǴ LiB ȹ Ȱ ̴.
û
ô δ 2023 3 31 ‘ ڿ ڿ Ȯ . ϴ ڿ ũ(ڿ , ũ ), ȯ ũ( ó , ź ߸ ʿ伺), Ȱ , ȯ Ŭ ü ڿ ȿ·ȯ ̿( Ȱ ) ȿ Ȱ(ǰ 2 ) شȭϴ ȸ ý 뿡 䱸ǰ ־ ȯ ȯ ʴ ũμ 缺 Ͻ ȴٰ ߴ.
2,600(2022 ) ϰ Ϻ ڵ 簡 ڵ ȭ Ʋ ô밡 ϰ ־ ž Ƭ̿¹ 䵵 ϰ ִ.
̿ Ϻ EV 뷮 ô븦 ٺ Ȱ Ǽ Ȱ Ȱ ȭ ϴ ο å ϰ ִ.
2021 4 1 ȸ(Battery Association for Supply Chain, BASC) ‘ ǰ ϴ ’ öݼ, , , , ڵ Ʈ ٿƮ 130 (, ) · Ŵν Ϻ, ǥ ȭ ū .
2050 ź ߸ , , , װ, о߿ ̿ ȴ. ̿ Ϻ öݼ η Ƭ̿¹ Ȱ Ȯ θ ־ ȸ ý ǰ ִ.
ƿ ڵ赵 Ȱ ŴƮ MaaS(Mobility as a Service), Ȱ • Ǹ ֺ ο ȸ ű Ͻ â ȭ ̴.
ۼ Ϻ 칫
ڷ Ϻ , ȯ漺, J O G M E C , B A S C , N I K K E I Ź, N H K , ߳, Ȩ & KOTR A 칫 ڷ
߱ Ȱ
߱ ž 2 ȭ
Ȱ ߱ ؿ Ȯ, 罽 ȭ
2015 2022 8 ߱ 귮 1 ϸ 20 ̻ , ̿ 2020ʹ ߱ ž 2 ȭʿ Ȱ ϰ ִ. ȯ ȣ ֿ 簡, 䳢 ִ ָ ް ִ.
߱ 2 Һ ִ Ը, 2026
߱ 2014 ߱ å Ծ , ֱ ݵü Һ ħü ұϰ 2022 ߱ 귮 Ǹŷ 706 , 689븦 96.9%, 93.4% ߴ.
2 ַ λöƬ зǸ, ߱ 뷮 ǸŵDZ ñ 2 (5~8) 2020 ȭ 2026 150GWh, 2032 1GWh Ǹ, 2022~2035 (CAGR) 33% ȴ.
Ը ̻ ִ Ȱ , ߱ ε ȸ, ȭ ó ֵ 2018 Ȱ å ǥϰ ִ. ֱ åδ 2023 3 ߱ѱ ȭο ǥ ‘ſ ̿ ǰ ’ ִ
߱ 2 Һ 60% ̻ ϴµ, Һ ڱ ߱ 差 ġ ʾ 2 ֿ (Ƭ, ڹƮ ) ؿ ̴. ߱ δ ϰ 簡 ֿ ؿ Ϻ ϰ ִ.
ȭ, ȭ
ȭ(华证) , ߱ Ը 2025 1,000 ȿ 2030 1,700 ȿ ߴ. ġ(爱查) , 2023 6 ߱ ȸ 5 翡 Ѵ.
߱ Ȱ , 2 , ϼ 4 з , ֿ Ʒ .
߱ ȯٿ¥̼(国环线) , 2023 ݱ ߱ Ȱ Ʈ Ը 1,000 ̸̻, ȸ, и, Ȱ پ о߿ 100 ̻ Ʈ ̴.
߱ Ȱ ؿ
2022 ̱ ‘÷̼ (IRA)’ ǥ ̾ 3 EU ‘ٽɿ(CRMA)’ ǥϸ Ȱ ̴ ģȯ å մ ϰ ִ. ߱ Ȱ ؿܱ Ǵ ܵ ڷ ؿܽ ϰ , ߱-ؿ Ʈ ؼ ϴ ̴.
, ̱, ܿ Ÿ(̫ڸ), ȭ챸(华钴业) ߱ ʵη ѱ پ » ̴. ѱ P ߱ H ڷ , ڹƮ, ź긮Ƭ 縦 ǰϰ , ѱ E絵 ߱ 10 ̻ 15 ̻ ü ϴ 籹 Ȱ Ʈ Ȱϰ ǰ ִ.
û
2020 2 ϸ鼭 ۵ Ȱ ̹ 5 ϴ ‘ – 2 – ϼ - ȸ Ȱ ’ ü ұϰ Ȱ 忡 پ ִ. , ϴ ѷ ʾ ġ Ǹ, ɼ پ ȴ.
߱ ſ Ȱȸ(国电协会) ڴ ͺ信 “ 2Ⱓ ߱ Ȱ ں , ؼ 忡 پ ִ. ں Ǵ ȭ ܰ踦 ġ鼭 忡 ɼ ũ, ؼ ȮǽõǴ ŭ ؼ ȸ ȴ” .
2030 ź ũ, 2060 ź ߸ ߱ δ å Ȱ ̸, ؿ 䵵 ȴ. ̿ 츮 ߱ å
÷ ϰ, ߱ üκ Ʈ ִ.
ۼ ߱ ѹ
ڷ ߱ ſȰȸ, USGS, ߱ ȸ Ȩ, KOTRA ѹ ü ڷ
밡 ó
Ȱ о߸ ó
MOL , 35Ⱓ Ź , åȰ(EPR)
2023 7 1Ϻ 밡 ó ý ȸ MOL 35Ⱓ ó ϰ ƴ. ΰȸ翡 Ź Ѵٴ ȹ 2020 ƴµ, 2020 11 ȿ δ å ΰ Ź ϰ ߴ. ش ȿ ٰ 밡 δ 2021 7 Ź ǥ߰, 2022 7 15 밡 ٱ MOL ǥߴ. ̿ MOL ȸ MOHU縦 , MOHU 밡 25% شϴ 500 ó Ź ƴ.
밡 δ ִ ȯ Ű ΰ Ź ü ߴٰ . (EU) 2035 Ȱ 65%, Ÿ 10% ǥ ߴ. 2/3 Ȱž ϸ, 1/10 Ÿ ִٴ ̴. ̷ ǥ ϱ MOL ù 10 1,850 Ʈ( 5 4,000 )ȭ ̶ .
ű ֿ
MOHU 2023 7 1Ϻ 35Ⱓ Ѵ. ̷ Ź ѿ 밡 MOL 밡 ο ΰ ϰ 1 Ʈ( 29 )ȭ Ѵ. MOL ϴ 밡 ü 21~25% δ. 밡 Ǽ ö , , , о Ǵµ, MOHU Ϻο ó
. 2019 밡 2,000 , MOHU ִ 470 濡 ̸ δ.
ٸ MOHU簡 ϰ Ǵ ϴ. MOHU ȳ ڷῡ , ȥջȰ , , , (öƽ, , , ), ȸ öƽ ǰ Ÿ̾ ̸ MOHU ְ ȴ. MOHU ̷ Ȱ ó ־ Ѵ. ٸ MOHU ڷῡ ǰų Ǽ ö 忡 ϴ
ʴ δ.
ο Ź ʱ 5 ȯ ִ 뷮 Եƴ. ̴ Ұü, MOL 10 Ұ 뷮 Ǽ ߴ. ̿ Ҿ MOL ý ϰ ο ó ϴ ̶ .
ýۿ ü ϴ ݼ, , öƽ, پ ΰ ȸ簡 ־. ΰ ȸ ϴ ߴ. 2023 7 ش MOHU شѴٸ MOHU ش ŷ ֵ Ǿ.
åȰ(EPR, Extended Producer Responsibility)
Ź ÿ Բ ‘åȰ(Extended Producer Responsibility)’ ȴ.
2014 EU ȸ 繫 å ǰ ·Ǹ ܰӸ ƴ϶ ǰ • Ȱ • ܰ Ȯϴ EPR ħ ǥߴ. EU 5 ǰ о(Ϻ ȸ öƽ ǰ, , , , ) EPR ǹȭϰ ִ. ̿ 밡 δ 6 ǰ(Ŀ, Ÿ̾, 繫, ǰ, , ) ش ߴ.
MOHU õǸ EPR ƴ. EPR Ư (, ˷̴ ) ǹ ȸ (take- back fee) ȸ ý 뿡 ΰǸ, ̴ ڰ δ
ؾ Ѵ. ٸ 밡 EPR δ ܿ ȯδ ߰ ִ. 2023 7 1Ϻ ռ 11 ǰ ü MOHU ϰ Ḧ ؾ Ѵ. 밡 δ 7 1
Ͽ ø Խñۿ ú ̸ ڰ ǰ ó õ ϱ ' δ' Ģ λ Ḧ ؾ Ѵٰ ǥߴ. Ҿ ġ ü ̰, Ȱ ǰ 縦 ϰ, ȯģȭ Ḧ ϵ Ѵٰ .
û
밡 籹 2 MOL ȸ翡 ߴٴ ش ߴ. 35Ⱓ Ⱓ, ΰ ó ΰ ƴ. ʱ , λ Ҹ Ÿ ִ.
밡 , ǰ Ÿ̾ 縦 ó Ȱ ü ټ ѱ ִ. ο Ͽ λǴ ó 濡 ؾ Ѵ.
ۼ 밡 δ佺Ʈ Ű
ڷ 밡 , MOL, vg.hu, Portfolio, Szabad Europa, Magyar Nemzet, Deloitte KOTRA δ佺Ʈ ڷ
<۱ڨ 'öƽ̾' - .>
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