{"id":7168,"date":"2023-01-18T16:23:32","date_gmt":"2023-01-18T07:23:32","guid":{"rendered":"https:\/\/bcgblog.kr\/?p=7168"},"modified":"2023-06-29T14:58:18","modified_gmt":"2023-06-29T05:58:18","slug":"reasons-for-optimism-nathan-niese","status":"publish","type":"post","link":"https:\/\/bcgblog.kr\/reasons-for-optimism-nathan-niese\/","title":{"rendered":"\uc804\uae30\ucc28 \uc804\ud658\uc758 \uc131\ud328\ub97c \uc88c\uc6b0\ud560 \ud575\uc2ec \uc694\uc18c\ub294 \ubb34\uc5c7\uc77c\uae4c?"},"content":{"rendered":"

 <\/p>\n

\uc804\uae30\uc790\ub3d9\ucc28(EV, electric vehicle) \uc804\ud658\uc758 \uc131\ud328\ub97c \uc88c\uc6b0\ud560 \ub610 \ub2e4\ub978 \uc911\uc694\ud55c \ud55c \ud574\uac00 \uc2dc\uc791\ub418\uace0 \uc788\ub2e4. \ud2b9\ud788 \ubbf8\uad6d\uc5d0\uc11c \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(Inflation Reduction Act)\uc774 \ub3c4\uc785\ub41c \uc774\ud6c4 \uc0c8\ub85c\uc6b4 \uc81c\uc870 \uc6a9\ub7c9 \ubc0f \uae30\uc220\uc5d0 \uc5b4\ub9c8\uc5b4\ub9c8\ud55c \uae08\uc561\uc774 \ud22c\uc790\ub418\uace0 \uc788\ub2e4. \uc774\ub294 \uc774\ubbf8 \uc131\uc7a5\ud558\uace0 \uc788\ub358 EV \uc5c5\uacc4\uc5d0 \ub0a0\uac1c\ub97c \ub2ec\uc544\uc8fc\uace0 \uc788\ub2e4. BCG\uc758 \ucd94\uc815\uc5d0 \ub530\ub974\uba74 2030\ub144\uae4c\uc9c0 \uc804\uae30\ucc28\ub294 \uc804\uc138\uacc4\uc5d0\uc11c \ud310\ub9e4\ub418\ub294 \uacbd\ucc28\uc758 39%\ub97c \ucc28\uc9c0\ud560 \uac83\uc774\ub2e4.<\/p>\n

\ud558\uc9c0\ub9cc \uc774 \ubbf8\ub798\uac00 \ud604\uc2e4\uc774 \ub418\uae30 \uc704\ud574\uc11c\ub294 \uc804\uae30\ucc28\uc758 \uc804\ub825 \uacf5\uae09\uc5d0 \ud544\uc694\ud55c \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac\uc758 \uacf5\uae09\uc774 \uc804\ub825\ub9dd\uacfc \uc18c\ube44 \uac00\uc804\uc758 \uae09\uc0c1\uc2b9\ud558\ub294 \uc2a4\ud1a0\ub9ac\uc9c0 \uc694\uad6c\ub97c \ucda9\uc871\ud558\ub294 \uac83\uc740 \ubb3c\ub860\uc774\uace0, 10\ub144 \ud6c4\uae4c\uc9c0 10\ubc30 \uc815\ub3c4 \uc99d\uac00\ud574\uc57c \ud55c\ub2e4. \uc774\ub294 \uac00\uc7a5 \ubcf4\uc218\uc801\uc778 \uacbd\uc6b0\uc5d0 \ub530\ub978 \uac00\uc815\uc774\ub2e4.<\/p>\n

\ud558\uc9c0\ub9cc \ud604 \uc0c1\ud669\uc740 \uc774 \uc18d\ub3c4\uc640\ub294 \uac70\ub9ac\uac00 \uba40\ub2e4. EV \uc804\ud658\uc744 \uc704\ud55c \ubcf8 \uada4\ub3c4\uc5d0 \uc62c\ub77c\uc11c\ub824\uba74, \uc81c\uc870 \ubcd1\ubaa9 \ud604\uc0c1\uacfc \ud5a5\ud6c4 \ud575\uc2ec \uc790\uc7ac\uc758 \ubd80\uc871\uc774\ub77c\ub294 \ub450 \uac00\uc9c0 \ud070 \uc81c\ud55c \uc694\uc18c\ub97c \ud574\uacb0\ud558\uae30 \uc704\ud574 \uc989\uac01\uc801\uc73c\ub85c \uc0c1\ub2f9\ud55c \uc9c4\uc804\uc774 \ucd94\uc9c4\ub3fc\uc57c \ud55c\ub2e4.<\/p>\n

\ud604\uc7ac \uc9c4\ud589 \uc911\uc778 \uba87 \uac00\uc9c0 \uae0d\uc815\uc801\uc778 \uc6c0\uc9c1\uc784\ub4e4\uc740 \uc0c1\ud669\uc744 \ub099\uad00\ud560 \uc218 \uc788\ub294 \uc774\uc720\uac00 \ub41c\ub2e4. \uadf8 \uc911 \ud558\ub098\ub294 \uc77c\uba85 \u2018\uba38\uc2e0\uc744 \ub9cc\ub4dc\ub294 \uba38\uc2e0\u2019\uc758 \uc758\ubbf8 \uc788\ub294 \ubc1c\uc804\uc774\ub2e4. \uc774\ub294 \ud14c\uc2ac\ub77c(Tesla)\uac00 \ub300\uc911\ud654\ud55c \uc6a9\uc5b4\ub85c, \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \uc140\uc744 \ub354 \uc798, \ube60\ub974\uac8c, \uc800\ub834\ud55c \ube44\uc6a9\uc73c\ub85c \ud575\uc2ec \uc790\uc7ac\ub97c \ub354 \ud6a8\uc728\uc801\uc73c\ub85c \uc0ac\uc6a9\ud558\uba74\uc11c \uc0dd\uc0b0\ud560 \uc218 \uc788\ub294 \uc124\ube44, \uacf5\uc7a5, \ud504\ub85c\uc138\uc2a4\ub97c \uc758\ubbf8\ud55c\ub2e4. \uc774\uc640 \uad00\ub828\ud574 2023\ub144\uc5d0 \uc8fc\ubaa9\ud560 \ud2b8\ub80c\ub4dc\ub294 \ub9ac\ud2ac, \ub2c8\ucf08, \ucf54\ubc1c\ud2b8\uc640 \uac19\uc740 \uc8fc\uc694 \uad11\ubb3c\uacfc \uc591\uadf9 \ubc0f \uc74c\uadf9 \uac19\uc740 \ud575\uc2ec \uc131\ubd84\uc744 \ucd94\ucd9c\ud558\uace0 \uc815\uc81c\ud558\ub294 \uac83\uc758 \uacbd\uc81c\uc131\uc744 \uac1c\uc120\ud560 \uc218 \uc788\ub294 \uc0dd\uc0b0 \ud504\ub85c\uc138\uc2a4\uc758 \ud68d\uae30\uc801 \ubc1c\uc804\uc774\ub2e4.<\/p>\n

 <\/p>\n

\ud604\uc7ac \uc9c4\ud589 \uc911\uc778 \uba87 \uac00\uc9c0 \uae0d\uc815\uc801\uc778 \uc6c0\uc9c1\uc784\ub4e4\uc740 \uc0c1\ud669\uc744 \ub099\uad00\ud560 \uc218 \uc788\ub294 \uc774\uc720\uac00 \ub41c\ub2e4. \uadf8 \uc911 \ud558\ub098\ub294 \uc77c\uba85 \u2018\uba38\uc2e0\uc744 \ub9cc\ub4dc\ub294 \uba38\uc2e0\u2019\uc758 \uc758\ubbf8 \uc788\ub294 \ubc1c\uc804\uc774\ub2e4. \uc774\ub294 \ud14c\uc2ac\ub77c(Tesla)\uac00 \ub300\uc911\ud654\uc2dc\ud0a8 \uc6a9\uc5b4\ub85c \ub9ac\ud2ac\uc774\uc628 \ubc30\ud130\ub9ac \uc140\uc744 \ub354 \uc798, \ube60\ub974\uac8c, \uc800\ub834\ud55c \ube44\uc6a9\uc73c\ub85c, \ud575\uc2ec \uc790\uc7ac\ub97c \ub354 \ud6a8\uc728\uc801\uc73c\ub85c \uc0ac\uc6a9\ud558\uba74\uc11c \uc0dd\uc0b0\ud560 \uc218 \uc788\ub294 \uc124\ube44, \uacf5\uc7a5, \ud504\ub85c\uc138\uc2a4\ub97c \uc758\ubbf8\ud55c\ub2e4.<\/strong><\/p><\/blockquote>\n

 <\/p>\n

2\ub144 \uc804 \ud14c\uc2ac\ub77c\ub294 \uc140\uacfc \ubc30\ud130\ub9ac \uc790\uccb4\uc758 \uac1c\uc120\uc5d0\ub9cc \uc9d1\uc911\ud558\uc9c0 \uc54a\uace0, \ube44\uc6a9 \uc808\uac10, \uc131\ub2a5, \uc0dd\uc0b0\ub7c9\uc758 \ud68d\uae30\uc801\uc778 \ubcc0\ud654\ub97c \ub2ec\uc131\ud558\uae30 \uc704\ud55c \ud601\uc2e0\uc801\uc778 \ubc29\ubc95\uc5d0 \ub354 \ub9ce\uc740 \uc2dc\uac04\uacfc \uc790\uc6d0\uc744 \ud22c\uc790\ud560 \uac83\uc774\ub77c\uace0 \ubc1c\ud45c\ud558\uba74\uc11c \uc81c\uc870 \ud601\uc2e0\uc5d0 \ub300\ud55c \uad00\uc2ec\uc744 \uace0\uc870\ud588\ub2e4. \uc774 \uc804\ub7b5\uc758 \ud575\uc2ec\uc740 \u2018\uac74\uc2dd \uc804\uadf9 \uc81c\uc870(dry electrode manufacturing)\u2019\uac00 \ub420 \uac83\uc774\ub2e4. \uc774 \uacf5\uc815\uc744 \uc774\uc6a9\ud558\uba74 \uc8fc\uc694 \uad6c\uc131 \uc694\uc18c\ub97c \uac74\uc870\ud560 \ud544\uc694\uac00 \uc5c6\uc5b4\uc9c4\ub2e4. \uac74\uc870 \ub2e8\uacc4\ub294 \ucd95\uad6c\uc7a5\ubcf4\ub2e4 \ub354 \uae34 \uc7a5\uce58\uac00 \ud544\uc694\ud558\uba70, \uc140 \uc81c\uc870 \uacf5\uc815 \uc911 \uac00\uc7a5 \uc790\ubcf8 \uc9d1\uc57d\uc801\uc774\uace0, \uc2dc\uac04\uc774 \ub9ce\uc774 \uc18c\uc694\ub418\uba70, \ud658\uacbd\uc801\uc73c\ub85c \ubbfc\uac10\ud55c \ud504\ub85c\uc138\uc2a4 \uc911 \ud558\ub098\uc774\ub2e4. \ud14c\uc2ac\ub77c\uc758 \uc608\uce21\uc5d0 \ub530\ub974\uba74 \uac74\uc2dd \uc804\uadf9 \uc81c\uc870\uac00 \uc790\ubcf8 \ud22c\uc790\ub97c 86% \uc904\uc774\uace0 \uc804\uadf9 \ub77c\uc778 \ucd9c\ub825\uc744 \uc57d 700% \uc99d\uac00\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc62c\ud574 \uc2dc\ubc94 \uc0dd\uc0b0\uc774 \uc2dc\uc791\ub420 \uc218 \uc788\uc744\uc9c0 \uadc0\ucd94\uac00 \uc8fc\ubaa9\ub41c\ub2e4.<\/p>\n

\uadf8 \uc678\uc5d0\ub3c4 \uc5ec\ub7ec \ud601\uc2e0\uc801\uc778, \uc77c\ubd80\ub294 \ud601\uba85\uc801\uc774\uae30\uae4c\uc9c0 \ud55c, \ubc30\ud130\ub9ac \uc81c\uc870\uae30\uc220\uc774 \ub354 \ub9ce\uc774 \ub3c4\uc785\ub420 \uc608\uc815\uc774\ub2e4. \uc2a4\ub9c8\ud2b8 \uc81c\uc5b4, \uc2dc\ubbac\ub808\uc774\uc158, \ube44\uc804 \ubc0f \ub808\uc774\uc800 \uae30\uc220\uc744 \ud65c\uc6a9\ud55c \ucf54\ud305 \uae30\uacc4\uc640 \uc801\uce35 \uae30\uacc4 \ub4f1 \ub354 \ube60\ub978 \uc81c\uc870 \uc18d\ub3c4, \ub354 \uac1c\uc120\ub41c \ud488\uc9c8, \ub354 \ud655\uc7a5\ub41c \uc81c\ud488 \ubc94\uc704\ub97c \uc57d\uc18d\ud558\ub294 \ucc28\uc138\ub300 \uc124\ube44\uac00 \uacf5\uc7a5 \ud604\uc7a5\uc5d0 \ud22c\uc785\ub418\uace0 \uc788\ub2e4. \ub610\ud55c \uc2e4\ub9ac\ucf58 \ubc38\ub9ac \uc18c\uc7ac \uc140 \uc81c\uc870\uc5c5\uccb4\uc778 \uc0ac\ucfe0(Sakuu)\uc640 \uac19\uc740 \uae30\uc5c5\ub4e4\uc774 \uace0\uc18d 3D \ud504\ub9b0\ud305 \ub4f1 \uc644\uc804\ud788 \uc0c8\ub85c\uc6b4 \ubc30\ud130\ub9ac \uc81c\uc870 \uc811\uadfc\ubc95\uc744 \uc2dc\ud5d8 \uc911\uc774\ub2e4. \uc774\ub7f0 \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \uc131\uacf5\ud558\uae30\ub9cc \ud55c\ub2e4\uba74 \ubc30\ud130\ub9ac\ub97c \ub354 \ube68\ub9ac \ucd9c\uc2dc\ud558\uace0, \uc5d0\ub108\uc9c0\ub97c \ub354 \uc801\uac8c \uc18c\ube44\ud558\uace0, \ud76c\uc18c \uc790\uc6d0\uc744 \ud6e8\uc52c \ub354 \uc798 \uc0ac\uc6a9\ud568\uc73c\ub85c\uc368 \uc9c4\uc815\ud55c \uac8c\uc784 \uccb4\uc778\uc800\uac00 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

\uc5c5\uc2a4\ud2b8\ub9bc*<\/sup><\/span>\uc73c\ub85c \uac00\uba74 \uc8fc\uc694\uc790\uc7ac\uc758 \uacf5\uae09 \uc81c\ud55c\uc744 \uc7a5\uae30\uc801\uc73c\ub85c \ud574\uc18c\ud574 \uc904 \uc218 \uc788\ub294 \uc0c8\ub85c\uc6b4 \uc0dd\uc0b0 \ubc29\uc2dd\uc774 \uc810\ucc28 \uc790\ub9ac\uc7a1\uace0 \uc788\ub2e4. \ud558\uc9c0\ub9cc \uc5d0\ub108\uc9c0 \uc804\ud658\uc774 \uc21c\uc870\ub86d\uac8c \uc9c4\ud589\ub420 \uac83\uc774\ub77c\uace0 \uc548\uc2ec\ud560 \uc218 \uc788\uc744 \uc815\ub3c4\ub85c \ub9ac\ud2ac\uc744 \ube44\ub86f\ud55c \uae30\ud0c0 \uc790\uc7ac\uc5d0 \ub300\ud55c \uacbd\uc81c\uc131 \uc788\ub294 \ucc44\uad74 \uc0ac\uc5c5\uc774 \ucda9\ubd84\ud788 \uc9c4\ud589\ub418\uace0 \uc788\uc9c0\ub294 \uc54a\ub2e4. \uc62c\ud574\uc5d0\ub294 \ub9ac\ud2ac \uc9c1\uc811\ucd94\ucd9c, \ucca8\ub2e8\uc18c\uc7ac \ud50c\ub77c\uc988\ub9c8 \uae30\uc220, \uc0c8\ub85c\uc6b4 \uc7ac\ud65c\uc6a9 \uae30\uc220\uacfc \uac19\uc740 \ud601\uc2e0\uc774 \uc55e\uc73c\ub85c \ub2e4\uac00\uc62c \uc790\uc6d0 \ud76c\uc18c\uc131 \uc2dc\ub300\uc5d0 \uc8fc\uc694\ud55c \ud574\uacb0\ucc45\uc774 \ub420 \uc218 \uc788\uc744\uc9c0\uc5d0 \ub300\ud574 \ud655\uc2e4\ud788 \ud30c\uc545\ud574\uc57c \ud55c\ub2e4.<\/p>\n

* \uc5c5\uc2a4\ud2b8\ub9bc: \uc11d\uc720 \uc0b0\uc5c5\uc758 \uc0ac\uc5c5 \ud65c\ub3d9 \uc911 \uc6d0\uc720\uc758 \uc0dd\uc0b0 \ubd80\ubb38<\/span><\/p>\n

EV \uc804\ud658\uc744 \uc815\uc0c1 \uada4\ub3c4\uc5d0 \uc62c\ub9ac\uae30 \uc704\ud574 \ud544\uc694\ud55c \ubc30\ud130\ub9ac\ub97c \uacf5\uae09\ud558\ub294 \uac83\uc740 \uc5b4\ub9c8\uc5b4\ub9c8\ud55c \ub3c4\uc804 \uacfc\uc81c\uc774\ub2e4. \uc2dc\uac04\ub3c4 \ucda9\ubd84\ud558\uc9c0 \uc54a\ub2e4. \ud558\uc9c0\ub9cc \uacf5\ub3d9\uc758 \ub178\ub825\uc774 \uc788\ub2e4\uba74 \uc2e4\ud604 \uac00\ub2a5\ud558\ub2e4. \uc774\uc81c \ubc30\ud130\ub9ac \uc81c\uc870\uc5c5\uccb4, \uc124\ube44 \uacf5\uae09\uc5c5\uccb4, \ubc30\ud130\ub9ac \uad6c\ub9e4 OEM\ub4e4\uc774 \ucc28\uc138\ub300\uc758 \ud601\uc2e0 \uae30\uc220\uc744 \ub3c4\uc785\ud558\uba74\uc11c \ubaa8\ub4e0 \uc870\uac01\ub4e4\uc774 \ud558\ub098\ub85c \ub9de\ucdb0\uc9c0\uae30 \uc2dc\uc791\ud558\uace0 \uc788\ub2e4.<\/p>\n

 <\/p>\n

 <\/p>\n

\n

\uc800\uc790 \uc18c\uac1c<\/strong><\/h4>\n

Nathan Niese<\/strong><\/span>
\nPartner & Associate Director, Electrification & Climate Change \/ BCG Chicago<\/p>\n

 <\/p>\n

 <\/p>\n

 <\/p>\n

 <\/p>\n

\"\"<\/a>\"\ub274\uc2a4\ub808\ud130<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\uc804\uae30\ucc28(EV, electric vehicle) \uc804\ud658\uc758 \uc131\uacf5\uc744 \uc774\ub04c\uae30 \uc704\ud574\uc11c\ub294 \uc81c\uc870 \ubcd1\ubaa9 \ud604\uc0c1\uacfc \ud5a5\ud6c4 \ud575\uc2ec \uc790\uc7ac\uc758 \ubd80\uc871\uc774\ub77c\ub294 \ub450 \uac00\uc9c0 \ud070 \uc81c\ud55c \uc694\uc18c\ub97c \uc989\uac01\uc801\uc73c\ub85c \ud574\uacb0\ud560 \uc218 \uc788\uc5b4\uc57c \ud55c\ub2e4. \uc774\ub97c \uc5b4\ub5bb\uac8c \ud604\uc2e4\ud654\ud560 \uc218 \uc788\uc744\uae4c?<\/p>\n","protected":false},"author":1,"featured_media":7180,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[35,197],"tags":[],"class_list":{"0":"post-7168","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ig-en","8":"category-strategy"},"_links":{"self":[{"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/posts\/7168","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/comments?post=7168"}],"version-history":[{"count":0,"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/posts\/7168\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/media\/7180"}],"wp:attachment":[{"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/media?parent=7168"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/categories?post=7168"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bcgblog.kr\/wp-json\/wp\/v2\/tags?post=7168"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}