South Korean Government Designates Ten Key Minerals Such as Lithium, Nickel and Cobalt

๊ฒŒ์‹œ๋จ: Feb 28, 2023 10:06
According to news from Korea International Radio, the Ministry of Industry, Trade and Resources of South Korea announced the key mineral protection strategy on the February 27, designating 10 kinds of minerals required for the production of semiconductors and batteries such as lithium and nickel as key minerals and focusing on management.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ: CATL๊ณผ Octopus Energy, ํ•ฉ์ž‘ ๋ฒ•์ธ ์„ค๋ฆฝ]
18์‹œ๊ฐ„ ์ „
[๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ: CATL๊ณผ Octopus Energy, ํ•ฉ์ž‘ ๋ฒ•์ธ ์„ค๋ฆฝ]
๋” ๋ณด๊ธฐ
[๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ: CATL๊ณผ Octopus Energy, ํ•ฉ์ž‘ ๋ฒ•์ธ ์„ค๋ฆฝ]
[๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ: CATL๊ณผ Octopus Energy, ํ•ฉ์ž‘ ๋ฒ•์ธ ์„ค๋ฆฝ]
6์›” 22์ผ๏ผŒ CATL๊ณผ ์˜๊ตญ ์ตœ๋Œ€ ์—๋„ˆ์ง€ ๊ธฐ์—…์ธ ์˜ฅํ† ํผ์Šค ์—๋„ˆ์ง€(Octopus Energy)๋Š” ํ•ฉ์ž‘ ํšŒ์‚ฌ ์„ค๋ฆฝ ๊ณ„ํš์„ ๋ฐœํ‘œํ–ˆ๋‹คใ€‚ ์–‘์‚ฌ๋Š” ์œ ๋Ÿฝ์—์„œ ๋Œ€ํ˜• ํŠธ๋Ÿญ ๋ฐฐํ„ฐ๋ฆฌ ๊ต์ฒด ๋„คํŠธ์›Œํฌ๋ฅผ ๊ณต๋™ ๊ตฌ์ถ•ํ•  ์˜ˆ์ •์ด๋‹คใ€‚ CATL์€ ์ž์‚ฌ์˜ ์น˜์ง€(Qiji) ๋ฐฐํ„ฐ๋ฆฌ ๊ต์ฒด ๊ธฐ์ˆ ์„ ์œ ๋Ÿฝ์— ๋„์ž…ํ•˜์—ฌ๏ผŒ ๋Œ€ํ˜• ํŠธ๋Ÿญ์˜ ์ถฉ์ „ ํšจ์œจ์„ ๋†’์—ฌ ๋„๋กœ ํ™”๋ฌผ ์šด์†ก์˜ ์ „๋™ํ™” ์ „ํ™˜์„ ์ด‰์ง„ํ•œ๋‹คใ€‚ ๊ณ„ํš์— ๋”ฐ๋ฅด๋ฉด๏ผŒ 2027๋…„ ์–‘์‚ฌ๋Š” ์˜๊ตญ ๋‚ด ์ฒซ ์‹œ๋ฒ” ๋ฐฐํ„ฐ๋ฆฌ ๊ต์ฒด์†Œ ๊ฑด์„ค์„ ์™„๋ฃŒํ•˜๊ณ ๏ผŒ ์ฃผ์š” ๊ณ ์†๋„๋กœ ๊ฐ„์„ ๊ณผ ํ•ต์‹ฌ ๋ฌผ๋ฅ˜ ํ•ญ๋งŒ์„ ์šฐ์„ ์ ์œผ๋กœ ์ปค๋ฒ„ํ•  ๋ฐฉ์นจ์ด๋‹คใ€‚ 2035๋…„๊นŒ์ง€ ๋ฐฐํ„ฐ๋ฆฌ ๊ต์ฒด์†Œ ๋„คํŠธ์›Œํฌ๋Š” 30๊ณณ ์ด์ƒ์œผ๋กœ ํ™•๋Œ€๋˜๊ณ ๏ผŒ ์‚ฌ์—… ๋ฒ”์œ„๋Š” ์Šค์ฝ”ํ‹€๋žœ๋“œ์™€ ์›จ์ผ์Šค๊นŒ์ง€ ํ™•์žฅ๋˜์–ด ์˜๊ตญ์˜ ํ•ต์‹ฌ ๊ฐ„์„  ๋…ธ์„ ์„ ์•„์šฐ๋ฅด๋Š” ๋ฐฐํ„ฐ๋ฆฌ ๊ต์ฒด ๋„คํŠธ์›Œํฌ๋ฅผ ํ˜•์„ฑํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹คใ€‚
18์‹œ๊ฐ„ ์ „
CATL๊ณผ ์˜ฅํ† ํผ์Šค, ์œ ๋Ÿฝ ์ „๊ธฐํŠธ๋Ÿญ ๋ฐฐํ„ฐ๋ฆฌ ๊ต์ฒด ๋„คํŠธ์›Œํฌ ๊ตฌ์ถ• ํ•ฉ์ž‘ ๋ฒ•์ธ ์„ค๋ฆฝ
19์‹œ๊ฐ„ ์ „
CATL๊ณผ ์˜ฅํ† ํผ์Šค, ์œ ๋Ÿฝ ์ „๊ธฐํŠธ๋Ÿญ ๋ฐฐํ„ฐ๋ฆฌ ๊ต์ฒด ๋„คํŠธ์›Œํฌ ๊ตฌ์ถ• ํ•ฉ์ž‘ ๋ฒ•์ธ ์„ค๋ฆฝ
๋” ๋ณด๊ธฐ
CATL๊ณผ ์˜ฅํ† ํผ์Šค, ์œ ๋Ÿฝ ์ „๊ธฐํŠธ๋Ÿญ ๋ฐฐํ„ฐ๋ฆฌ ๊ต์ฒด ๋„คํŠธ์›Œํฌ ๊ตฌ์ถ• ํ•ฉ์ž‘ ๋ฒ•์ธ ์„ค๋ฆฝ
CATL๊ณผ ์˜ฅํ† ํผ์Šค, ์œ ๋Ÿฝ ์ „๊ธฐํŠธ๋Ÿญ ๋ฐฐํ„ฐ๋ฆฌ ๊ต์ฒด ๋„คํŠธ์›Œํฌ ๊ตฌ์ถ• ํ•ฉ์ž‘ ๋ฒ•์ธ ์„ค๋ฆฝ
CATL๊ณผ ์˜๊ตญ ์—๋„ˆ์ง€ ๊ธฐ์ˆ  ๊ธฐ์—… ์˜ฅํ† ํผ์Šค ์—๋„ˆ์ง€๋Š” ์ „๊ธฐ ํŠธ๋Ÿญ์šฉ ๋ฐฐํ„ฐ๋ฆฌ ๊ต์ฒด ๋„คํŠธ์›Œํฌ๋ฅผ ์œ ๋Ÿฝ ์ „์—ญ์— ๊ตฌ์ถ•ํ•˜๊ธฐ ์œ„ํ•ด โ€˜์Šค์™‘ํ† ํผ์Šค(Swaptopus)โ€™๋ผ๋Š” ํ•ฉ์ž‘ ํšŒ์‚ฌ๋ฅผ ์„ค๋ฆฝํ–ˆ๋‹ค. ์˜๊ตญ ๋‚ด ์ฒซ ๋ฐฐํ„ฐ๋ฆฌ ๊ต์ฒด ํ—ˆ๋ธŒ๋Š” 2027๋…„ ์šด์˜์„ ์‹œ์ž‘ํ•  ์˜ˆ์ •์ด๋ฉฐ, 2035๋…„๊นŒ์ง€ ์œ ๋Ÿฝ ์ „์—ญ์— 30๊ณณ ์ด์ƒ์˜ ํ—ˆ๋ธŒ๋ฅผ ๊ฑด์„คํ•  ๊ณ„ํš์ด๋‹ค. ์ด๋ฒˆ ํ˜‘๋ ฅ์€ CATL์˜ ๋ฐฐํ„ฐ๋ฆฌ ๊ต์ฒด ๊ธฐ์ˆ ๊ณผ ์˜ฅํ† ํผ์Šค ์—๋„ˆ์ง€์˜ ์—๋„ˆ์ง€ ๊ด€๋ฆฌ ๋ฐ ๊ฑฐ๋ž˜ ์—ญ๋Ÿ‰์„ ๊ฒฐํ•ฉํ•ด ๋„๋กœ ํ™”๋ฌผ ์šด์†ก์˜ ์ „๋™ํ™”๋ฅผ ์ง€์›ํ•œ๋‹ค.
19์‹œ๊ฐ„ ์ „
[SMM ๋ถ„์„] LFP ์ˆ˜์ถœ, 5์›” ์›”๊ฐ„ ์ตœ๊ณ ์น˜ ๊ธฐ๋ก
21์‹œ๊ฐ„ ์ „
[SMM ๋ถ„์„] LFP ์ˆ˜์ถœ, 5์›” ์›”๊ฐ„ ์ตœ๊ณ ์น˜ ๊ธฐ๋ก
๋” ๋ณด๊ธฐ
[SMM ๋ถ„์„] LFP ์ˆ˜์ถœ, 5์›” ์›”๊ฐ„ ์ตœ๊ณ ์น˜ ๊ธฐ๋ก
[SMM ๋ถ„์„] LFP ์ˆ˜์ถœ, 5์›” ์›”๊ฐ„ ์ตœ๊ณ ์น˜ ๊ธฐ๋ก
2026๋…„ 5์›” ์ค‘๊ตญ์˜ ๋ฆฌํŠฌ์ธ์‚ฐ์ฒ (LFP) ์ˆ˜์ถœ๋Ÿ‰์€ 7,625.4ํ†ค์œผ๋กœ, 4์›” ๋Œ€๋น„ 29.3% ์ฆ๊ฐ€ํ–ˆ์œผ๋ฉฐ 2025๋…„ 5์›” ๋Œ€๋น„ 710.0% ๊ธ‰์ฆํ•ด ์˜ฌํ•ด ์›”๊ฐ„ ์ตœ๊ณ ์น˜๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค.
21์‹œ๊ฐ„ ์ „
According to news from Korea International Radio, the Ministry of Indu - Shanghai Metals Market (SMM)