{"id":4553,"date":"2021-11-09T16:50:30","date_gmt":"2021-11-09T07:50:30","guid":{"rendered":"https:\/\/bcgblog.kr\/?p=4553"},"modified":"2021-11-22T18:19:16","modified_gmt":"2021-11-22T09:19:16","slug":"private-investment-in-low-carbon-technologies","status":"publish","type":"post","link":"https:\/\/bcgblog.kr\/private-investment-in-low-carbon-technologies\/","title":{"rendered":"\uc0ac\ubaa8\ud22c\uc790\uc790\ub4e4\uc774 \uc800\ud0c4\uc18c \uacbd\uc81c\uc5d0 8\ubc30\ub294 \ub354 \ub9ce\uc740 \ud22c\uc790\ub97c \ud574\uc57c \ud558\ub294 \uc774\uc720"},"content":{"rendered":"

\uc5b4\ub5a4 \uae30\uc220\uc774 \uc0ac\ubaa8\ud22c\uc790\ub97c \uc720\uce58\ud558\uace0, \ub204\uac00 \ud22c\uc790\ud558\uba70, \ud22c\uc790\uae08\uc740 \uc5b4\ub514\uc5d0\uc11c \uc870\ub2ec\ub418\uace0 \uc788\ub294\uac00? \ub354 \ub9ce\uc740 \ud22c\uc790\uac00 \uac00\uc7a5 \ud544\uc694\ud55c \uacf3\uc740 \uc5b4\ub514\uc774\uace0, \uc774\ub97c \ubc18\ub4dc\uc2dc \uc81c\uacf5\ud574\uc57c \ud558\ub294 \uac83\uc740 \ub204\uad6c\uc774\uba70, \ud544\uc694\ud55c \ud22c\uc790 \uacb0\uc815\uc744 \ub0b4\ub9ac\uae30 \uc704\ud55c \ucd5c\uace0\uc758 \ubc29\uc548\uc740 \ubb34\uc5c7\uc778\uac00? \uc2a4\ub9c8\ud2b8 \uba38\ub2c8\uac00 \uc5b4\ub290 \ubc29\ud5a5\uc73c\ub85c \uc6c0\uc9c1\uc774\ub294 \uc9c0 \uc54c\uc544\ubcf4\ub3c4\ub85d \ud55c\ub2e4.<\/strong><\/p><\/blockquote>\n

\ud30c\uad34\uc801\uc778 \ub0a0\uc528 \ubcc0\ud654, \ud574\uc218\uba74 \uc0c1\uc2b9, \uadf9\uc9c0\ubc29 \ube59\ud558 \ud574\ube59 \ub4f1 \uc9c0\uad6c\uc628\ub09c\ud654\uc758 \uc601\ud5a5\uc5d0 \ub300\ud55c \uc5ec\ub7ec \uc99d\uac70\ub294 \uc774\ubbf8 \uc6b0\ub9ac \ub208\uc55e\uc5d0 \uc640 \uc788\ub2e4. \uc9c0\uae08 \uc6b0\ub9ac\uc5d0\uac8c \uac00\uc7a5 \uc2dc\uae09\ud55c \ubb38\uc81c\ub294 \uc6b0\ub9ac\uac00 \uc5b4\ub5bb\uac8c \uc9c0\uad6c\uc628\ub09c\ud654 \ucd5c\uc545\uc758 \uc0c1\ud669\uc744 \ucc9c\ucc9c\ud788 \uc9c4\ud589\ud560 \uc218 \uc788\ub294\uc9c0\uc5d0 \uad00\ud55c \uc5ec\ubd80\uc774\ub2e4.<\/p>\n

\ud30c\ub9ac \ud611\uc57d\uc758 \ubaa9\ud45c\ub294 2050\ub144\uae4c\uc9c0 \uc9c0\uad6c \uc628\ub09c\ud654\ub97c 1.5\u00b0C \ubbf8\ub9cc\uc73c\ub85c \uc5b5\uc81c\ud558\ub294 \uac83\uc73c\ub85c, \uc774\ub97c \uc704\ud574\uc11c\ub294 \ub137\uc81c\ub85c(Net zero)<\/a>, \uc989 \ub300\uae30\uc5d0 \ubc29\ucd9c\ub418\ub294 \uc138\uacc4\uc758 \uc628\uc2e4\uac00\uc2a4 \ubc30\ucd9c\ub7c9\uc774 \ub300\uae30\uc5d0\uc11c \uc81c\uac70\ub418\ub294 \ubc30\ucd9c\ub7c9\uc73c\ub85c \uade0\ud615\uc744 \uc774\ub8e8\ub294 \uc9c0\uc810\uc5d0 \ub3c4\ub2ec\ud574\uc57c \ud55c\ub2e4. \uadf8\ub7ec\ub098 \uc804\uae30\uc790\ub3d9\ucc28, \uc5d0\ub108\uc9c0 \uc800\uc7a5, \ud0dc\uc591 \uc5d0\ub108\uc9c0, \ud48d\ub825 \uc5d0\ub108\uc9c0, \uc6d0\uc790\ub825 \uc5d0\ub108\uc9c0, \ubc14\uc774\uc624 \uc5f0\ub8cc \ub4f1 \uc6b0\ub9ac\uc758 \ud604 \uac00\uc6a9\uae30\uc220\ub85c \uc774\ub97c \uc2e4\ud589\ud558\ub294 \uac83\uc73c\ub85c\ub294 \ubd80\uc871\ud560 \uac83\uc774\ub2e4. \uc6b0\ub9ac\ub294 \uae00\ub85c\ubc8c \ud0c4\uc18c \ubc1c\uc790\uad6d\uc744 \ud6e8\uc52c \ub354 \uc904\uc77c \uc218 \uc788\ub294 \uc0c1\ub300\uc801\uc73c\ub85c \ub35c \uc131\uc219\ud558\uace0 \uad11\ubc94\uc704\ud55c \uc800\ud0c4\uc18c \uae30\uc220\ub3c4 \ubc18\ub4dc\uc2dc \uac1c\ubc1c\ud558\uace0 \uc2e4\ud589\ud574\uc57c \ud55c\ub2e4. \uc5ec\uae30\uc5d0\ub294 \uc218\uc18c \uc804\ub825, \ud0c4\uc18c \ud3ec\uc9d1 \ubc0f \ud65c\uc6a9\uacfc \uc800\uc7a5(CCUS), \uae30\ud6c4 \ubd84\uc11d\uc774 \ud3ec\ud568\ub41c\ub2e4.<\/p>\n

\ud5a5\ud6c4 \uc2ed \ub144\uac04 \uc131\uc219 \uae30\uc220 \ubc0f \uc800\ud0c4\uc18c \uc2e0\uae30\uc220 \ubaa8\ub450\uc5d0 \ub300\ud574 \ubb34\ub824 21\uc870 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\ub294 \uc2e0\uaddc \ud22c\uc790\uac00 \ud544\uc694\ud560 \uac83\uc774\ub2e4.<\/strong><\/p><\/blockquote>\n

IEA\uc5d0 \ub530\ub974\uba74, \uc774\ub97c \uc704\ud574\uc11c\ub294 \ud5a5\ud6c4 \uc2ed \ub144\uac04 \uc131\uc219 \uae30\uc220 \ubc0f \uc800\ud0c4\uc18c \uc2e0\uae30\uc220 \ubaa8\ub450\uc5d0 \ub300\ud574 \ubb34\ub824 21\uc870 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\ub294 \uc2e0\uaddc \ud22c\uc790\uac00 \ud544\uc694\ud560 \uac83\uc774\ub2e4. \uc774 21\uc870 \ub2ec\ub7ec \uc911 10%(\ucd5c\uc18c 2.1\uc870 \ub2ec\ub7ec)\ub294 \ubca4\ucc98\uce90\ud53c\ud0c8(VC), \uc0ac\ubaa8\ud22c\uc790(PE) \uc804\ubb38\uae30\uc5c5<\/a>, \uae30\uc5c5\ubca4\ucc98\ud22c\uc790\uc870\uc9c1(CVA), \uae08\uc735\uae30\uad001<\/sup> \ub4f1 \uc0ac\ubaa8\ud22c\uc790\uc790\uc5d0 \uc758\ud55c \ud22c\uc790\uc77c \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc774\ub7ec\ud55c \uc0ac\ubaa8\ud22c\uc790 \uc790\ubcf8\uc758 \uc0dd\ud0dc\uacc4\ub294, \ub137\uc81c\ub85c \ubaa9\ud45c \ub2ec\uc131\uc5d0 \ud544\uc694\ud55c \ud601\uc2e0\uae30\uc220\uc758 \uac1c\ubc1c \ubc0f \ud65c\uc6a9\uc5d0 \uc788\uc5b4 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud558\ub294 \uc2a4\ud0c0\ud2b8\uc5c5 \ubc0f \uc131\uc7a5\ub2e8\uacc4\uc758 \uae30\uc5c5\ub4e4\uc744 \uc9c0\uc6d0\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub41c\ub2e4.<\/p>\n

1 “\uae30\uc5c5\ubca4\ucc98\ud22c\uc790\uc870\uc9c1(corporate venture arms, CVAs)” \uce74\ud14c\uace0\ub9ac\uc5d0\ub294 \uae30\uc5c5\uc758 \ubca4\ucc98\ud22c\uc790\uc870\uc9c1 \uc678\ubd80\uc5d0\uc11c \uc804\ub7b5\uc801 \uc0ac\ubaa8\ud22c\uc790\ub97c \ud1b5\ud574 \ud68d\ub4dd\ub41c \uae30\uc5c5\uc758 \uc18c\uc218 \uc9c0\ubd84\uc774 \ud3ec\ud568\ub41c\ub2e4.<\/span><\/p>\n

\ubd88\ud589\ud788\ub3c4, \ud604\uc7ac\ub294 \uadf8\ub7ec\ud55c \uc218\uc900\uc758 \ud22c\uc790\uc5d0 \ub3c4\ub2ec\ud558\ub294 \uac83\uc740 \uc694\uc6d0\ud558\ub2e4. BCG\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \uc774\ub97c \uc704\ud574\uc11c\ub294 \uc5f0\uac04 \uc0ac\ubaa8\ud22c\uc790\uc561\uc774 2030\ub144\uae4c\uc9c0 \ubc18\ub4dc\uc2dc 4,700\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud574\uc57c \ud55c\ub2e4.<\/p>\n

\uc5b4\ub5a4 \uae30\uc220\uc774 \uc0ac\ubaa8\ud22c\uc790\ub97c \uc720\uce58\ud558\uace0, \ub204\uac00 \ud22c\uc790\ud558\uba70, \ud22c\uc790\uae08\uc740 \uc5b4\ub514\uc5d0\uc11c \uc870\ub2ec\ub418\uace0 \uc788\ub294\uac00? \ub354 \ub9ce\uc740 \ud22c\uc790\uac00 \uac00\uc7a5 \ud544\uc694\ud55c \uacf3\uc740 \uc5b4\ub514\uc774\uace0, \uc774\ub97c \ubc18\ub4dc\uc2dc \uc81c\uacf5\ud574\uc57c \ud558\ub294 \uac83\uc740 \ub204\uad6c\uc774\uba70, \ud544\uc694\ud55c \ud22c\uc790 \uacb0\uc815\uc744 \ub0b4\ub9ac\uae30 \uc704\ud55c \ucd5c\uace0\uc758 \ubc29\uc548\uc740 \ubb34\uc5c7\uc778\uac00? \ubcf8 \ubcf4\uace0\uc11c\uc5d0\uc11c, BCG Center for Growth and Innovation Analytics<\/a>\ub294 \ud0c4\uc18c \ubc30\ucd9c\ub7c9 \uac10\ucd95\uc5d0 \uc788\uc5b4 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud574\uc57c \ud558\ub294 \ud601\uc2e0\uc801\uc778 \uc2e0\uae30\uc220<\/a>\uc5d0 \ub300\ud55c \uc0ac\ubaa8\ud22c\uc790\uc758 \uc6d0\ucc9c \ubc0f \ud2b8\ub80c\ub4dc\ub97c \ubd84\uc11d\ud558\uace0, \uc0ac\ubaa8\ud22c\uc790\uac00 \ud2b9\ud788 \ubd80\uc871\ud55c \ubd80\ubd84\uc744 \uc0b4\ud3b4\ubcf4\uc558\ub2e4. \ub610\ud55c, \ud5a5\ud6c4 \uc2ed \ub144\uac04 \ub098\ud0c0\ub0a0 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\ub294 \ud22c\uc790 \ud2b8\ub80c\ub4dc\ub3c4 \uc0b4\ud3b4\ubcf4\uc558\ub2e4.<\/p>\n

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\uc800\ud0c4\uc18c \uae30\uc220 \uad6c\ub3c4<\/strong><\/h3>\n

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\ub098\uc05c \uc18c\uc2dd\ubd80\ud130 \uc804\ud558\uc790\uba74 \ub2e4\uc74c\uacfc \uac19\ub2e4. \uc8fc\uc9c0\ud558\ub4ef\uc774, 2050\ub144\uae4c\uc9c0 \uc9c0\uad6c\uc628\ub09c\ud654\ub97c 1.5\u00b0C \ubbf8\ub9cc\uc73c\ub85c \uc5b5\uc81c\ud558\uace0\uc790 \ud55c\ub2e4\uba74, \uc800\ud0c4\uc18c \uae30\uc220\uc5d0 \ub300\ud55c \uae00\ub85c\ubc8c \uc0ac\ubaa8\ud22c\uc790\ub294 \ud544\uc694 \uc218\uc900\uc5d0 \ub3c4\ub2ec\ud558\uae30\uc5d0 \uc5b4\ub824\uc6b4 \uc0c1\ud0dc\uc774\ub2e4. (\ub2e4\uc591\ud55c \uc885\ub958\uc758 \uc0ac\ubaa8\ud22c\uc790\uc5d0 \ub300\ud55c \ubd84\uc11d \ubc0f \ubd84\ub958 \ubc29\ubc95\uc5d0 \ub300\ud55c \ub17c\uc758\ub294 \uc544\ub798 \uc0c1\uc790\uae00 “\ubc29\ubc95\ub860”\uc744 \ucc38\uc870)<\/p>\n


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\ubc29\ubc95\ub860 <\/span><\/strong><\/h5>\n

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\uc800\ud0c4\uc18c \uae30\uc220\uc5d0 \ub300\ud55c \uc0ac\ubaa8\ud22c\uc790 \ubd84\uc11d\uc5d0\ub294 \ub2e4\uc74c \uc0ac\ud56d\ub4e4\uc774 \ud3ec\ud568\ub41c\ub2e4.<\/p>\n