Costs of DMC Trend Lower

๊ฒŒ์‹œ๋จ: Mar 31, 2023 11:22
์ถœ์ฒ˜: SMM
Costs of DMC also trended lower.

SHANGHAI, Mar 31 (SMM) - Costs of DMC also trended lower. As of March 30, the average price of #421 silicon (for silicone) in east China was 18,000 yuan/mt, down 250 yuan/mt WoW, and that of methyl chloride in Shandong stood at 2,550 yuan/mt, down 300 yuan/mt WoW.

๋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
[ํƒœ์–‘๊ด‘: European Energy, 90MW ์ดํƒˆ๋ฆฌ์•„ ํƒœ์–‘๊ด‘ ๋‹จ์ง€ ๋งค๊ฐ]
8์‹œ๊ฐ„ ์ „
[ํƒœ์–‘๊ด‘: European Energy, 90MW ์ดํƒˆ๋ฆฌ์•„ ํƒœ์–‘๊ด‘ ๋‹จ์ง€ ๋งค๊ฐ]
๋” ๋ณด๊ธฐ
[ํƒœ์–‘๊ด‘: European Energy, 90MW ์ดํƒˆ๋ฆฌ์•„ ํƒœ์–‘๊ด‘ ๋‹จ์ง€ ๋งค๊ฐ]
[ํƒœ์–‘๊ด‘: European Energy, 90MW ์ดํƒˆ๋ฆฌ์•„ ํƒœ์–‘๊ด‘ ๋‹จ์ง€ ๋งค๊ฐ]
๋ด๋งˆํฌ์˜ European Energy๊ฐ€ ์ดํƒˆ๋ฆฌ์•„ ๋‚จ๋ถ€ ๋ธŒ๋ฆฐ๋””์‹œ์— ์œ„์น˜ํ•œ 90MW ๊ทœ๋ชจ์˜ Cerano Energreen ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ๋งค๊ฐ์„ ์™„๋ฃŒํ–ˆ๋‹ค. ๊ฑด์„ค ์ค€๋น„๊ฐ€ ์™„๋ฃŒ๋œ ์ด ํ”„๋กœ์ ํŠธ๋Š” ๋ชจ๋“  ๊ฑด์„ค ๋ฐ ๊ณ„ํ†ต์—ฐ๊ณ„ ์ธํ—ˆ๊ฐ€๋ฅผ ํ™•๋ณดํ–ˆ์œผ๋ฉฐ, ์ดํƒˆ๋ฆฌ์•„์˜ FerX ๊ฒฝ๋งค ์ œ๋„๋ฅผ ํ†ตํ•ด 20๋…„ ์ฐจ์•ก๊ณ„์•ฝ(CfD)์„ ์ฒด๊ฒฐํ–ˆ๋‹ค. ํƒœ์–‘๊ด‘ ๋ฐœ์ „์†Œ๊ฐ€ ๊ฐ€๋™๋˜๋ฉด ์—ฐ๊ฐ„ ์•ฝ 16๋งŒ MWh์˜ ์ „๋ ฅ์„ ์ƒ์‚ฐํ•ด ์•ฝ 5๋งŒ5์ฒœ ๊ฐ€๊ตฌ์— ์ „๋ ฅ์„ ๊ณต๊ธ‰ํ•  ์ˆ˜ ์žˆ์„ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค. European Energy๋Š” ์ด๋ฒˆ ์ž์‚ฐ ๋งค๊ฐ์ด ์žฌ์ƒ์—๋„ˆ์ง€ ์ž์‚ฐ์„ ๊ฐœ๋ฐœ, ์„ฑ์ˆ™, ๋งค๊ฐํ•˜๋ฉด์„œ ์ž๋ณธ์„ ์ƒˆ๋กœ์šด ํ”„๋กœ์ ํŠธ์— ์žฌํˆฌ์žํ•˜๋Š” ํšŒ์‚ฌ ์ „๋žต์— ๋ถ€ํ•ฉํ•œ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค.
8์‹œ๊ฐ„ ์ „
[ํƒœ์–‘๊ด‘: ์ŠคํŽ˜์ธ, 8์›” ์ผ์‹ ๋™์•ˆ ์ผ์‹œ์  5GW ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ๊ฐ์†Œ ์˜ˆ์ƒ]
8์‹œ๊ฐ„ ์ „
[ํƒœ์–‘๊ด‘: ์ŠคํŽ˜์ธ, 8์›” ์ผ์‹ ๋™์•ˆ ์ผ์‹œ์  5GW ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ๊ฐ์†Œ ์˜ˆ์ƒ]
๋” ๋ณด๊ธฐ
[ํƒœ์–‘๊ด‘: ์ŠคํŽ˜์ธ, 8์›” ์ผ์‹ ๋™์•ˆ ์ผ์‹œ์  5GW ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ๊ฐ์†Œ ์˜ˆ์ƒ]
[ํƒœ์–‘๊ด‘: ์ŠคํŽ˜์ธ, 8์›” ์ผ์‹ ๋™์•ˆ ์ผ์‹œ์  5GW ํƒœ์–‘๊ด‘ ๋ฐœ์ „ ๊ฐ์†Œ ์˜ˆ์ƒ]
์ŠคํŽ˜์ธ ์ „๋ ฅ๋ง ์šด์˜์‚ฌ ๋ ˆ๋“œ ์—˜๋ ‰ํŠธ๋ฆฌ์นด(Red Elรฉctrica)๋Š” 2026๋…„ 8์›” 12์ผ ์ผ์‹์œผ๋กœ ์ธํ•ด ์ด๋ฒ ๋ฆฌ์•„ ๋ฐ˜๋„์˜ ํƒœ์–‘๊ด‘ ๋ฐœ์ „๋Ÿ‰์ด ์ •์  ์‹œ ์•ฝ 5GW ์ผ์‹œ์ ์œผ๋กœ ๊ฐ์†Œํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ–ˆ๋‹ค. ์šด์˜์‚ฌ๋Š” ์ผ์‹์ด ํƒœ์–‘๊ด‘ ์ถœ๋ ฅ์ด ์ด๋ฏธ ์ž์—ฐ์ ์œผ๋กœ ๊ฐ์†Œํ•˜๋Š” ์‹œ๊ฐ„๋Œ€์— ๋ฐœ์ƒํ•  ๊ฒƒ์ด๋ฉฐ ์ „๋ ฅ ์ˆ˜์š” ์ถฉ๋‹น์—๋Š” ์˜ํ–ฅ์„ ๋ฏธ์น˜์ง€ ์•Š์„ ๊ฒƒ์œผ๋กœ ๋‚ด๋‹ค๋ดค๋‹ค. ๋‹ค๋งŒ ์ „๋ ฅ๋ง ์šด์˜์ž ๋ฐ ๋‹น๊ตญ๊ณผ์˜ ๊ธด๋ฐ€ํ•œ ํ˜‘๋ ฅ, ์šด์˜ ์˜ˆ๋น„๋ ฅ ์ฆ๋Œ€, ์ง€์†์ ์ธ ์‹œ์Šคํ…œ ๋ชจ๋‹ˆํ„ฐ๋ง ๋“ฑ ์˜ˆ๋ฐฉ ์กฐ์น˜๋ฅผ ์‹œํ–‰ํ•  ๋ฐฉ์นจ์ด๋‹ค. ์ด๋ฒˆ ์ผ์‹์€ ๋ฐœ๋ ˆ์•„๋ ˆ์Šค ์ œ๋„๋‚˜ ์นด๋‚˜๋ฆฌ์•„ ์ œ๋„์˜ ํƒœ์–‘๊ด‘ ๋ฐœ์ „์—๋Š” ํฐ ์˜ํ–ฅ์„ ๋ฏธ์น˜์ง€ ์•Š์„ ์ „๋ง์ด๋‹ค.
8์‹œ๊ฐ„ ์ „
[์ €์žฅ: Aura Power์™€ Verdant ํ•ฉ๋ณ‘์œผ๋กœ ์˜๊ตญ ํƒœ์–‘๊ด‘-์ €์žฅ ํ”Œ๋žซํผ ๊ตฌ์ถ•]
8์‹œ๊ฐ„ ์ „
[์ €์žฅ: Aura Power์™€ Verdant ํ•ฉ๋ณ‘์œผ๋กœ ์˜๊ตญ ํƒœ์–‘๊ด‘-์ €์žฅ ํ”Œ๋žซํผ ๊ตฌ์ถ•]
๋” ๋ณด๊ธฐ
[์ €์žฅ: Aura Power์™€ Verdant ํ•ฉ๋ณ‘์œผ๋กœ ์˜๊ตญ ํƒœ์–‘๊ด‘-์ €์žฅ ํ”Œ๋žซํผ ๊ตฌ์ถ•]
[์ €์žฅ: Aura Power์™€ Verdant ํ•ฉ๋ณ‘์œผ๋กœ ์˜๊ตญ ํƒœ์–‘๊ด‘-์ €์žฅ ํ”Œ๋žซํผ ๊ตฌ์ถ•]
์˜๊ตญ ์†Œ์žฌ Aura Power์™€ Verdant Energy๊ฐ€ ํ•ฉ๋ณ‘ํ•˜์—ฌ CVC DIF์˜ ์ง€์› ์•„๋ž˜ Aura Power ๋ธŒ๋žœ๋“œ๋กœ ์šด์˜๋˜๋Š” ํƒœ์–‘๊ด‘ ๋ฐ ๋ฐฐํ„ฐ๋ฆฌ ์ €์žฅ ํ†ตํ•ฉ ํ”Œ๋žซํผ์„ ์ถœ๋ฒ”ํ–ˆ์Šต๋‹ˆ๋‹ค. ํ•ฉ๋ณ‘๋œ ํšŒ์‚ฌ๋Š” ์˜๊ตญ ๋‚ด ์šด์˜ ๋ฐ ๊ฑด์„ค ์ค‘์ธ ํƒœ์–‘๊ด‘ยท์ €์žฅ ์ž์‚ฐ ์•ฝ 1GW์™€ 10GW ๊ทœ๋ชจ์˜ ๊ฐœ๋ฐœ ํŒŒ์ดํ”„๋ผ์ธ์„ ๋ณด์œ ํ•˜๊ฒŒ ๋ฉ๋‹ˆ๋‹ค. Aura Power ์ฐฝ๋ฆฝ์ž ๊ฒธ CEO์ธ Simon Coulson์ด ๊ณ„์† ํšŒ์‚ฌ๋ฅผ ์ด๋Œ๋ฉฐ ์†Œ์ˆ˜ ์ง€๋ถ„์„ ์œ ์ง€ํ•ฉ๋‹ˆ๋‹ค. ์ด๋ฒˆ ๊ฑฐ๋ž˜์—๋Š” ํ•ฉ๋ณ‘ ์ง€์›, ๊ธฐ์กด ์‹œ์„ค ์žฌ์œต์ž ๋ฐ ๋ฏธ๋ž˜ ์„ฑ์žฅ ์ž๊ธˆ ์กฐ๋‹ฌ์„ ์œ„ํ•œ Eiffel Investment Group์˜ ๊ธˆ์œต ์ œ๊ณต๋„ ํฌํ•จ๋ฉ๋‹ˆ๋‹ค.
8์‹œ๊ฐ„ ์ „