ij , 480 ij ġ
ij, ϼ 2
ι ij ѻ귮 5%, Ȱ 10% , ʿ
ⱸ(International Energy Agency) 2030 2020⺸ 100 ߴ. ̴ ߿ ǰ ϳ 귮 ǹϱ Ѵ. ijٴ dz 差, ߴ ڵ , ־ Ȯ ϴ. ij , ij , ij Ȳ ڱ ܱ ڴ ̷ ִ ô.
û ij(Clean Energy Canada) ‘ij ο (Canada’s New Economic Engine)’ , ij ڿ Ȱ 2030 ִ 480 ij ġ, ִ 25 • ڸ â Ѵ. Ư ϰ ֺ Ĵ, Ǹ 2030 323,000 ڸ, ִ 590 ij ġ â ȴ.
ij ȸ
ij Ž , Ȱ Ѵ. <ij > 캸 ʷϻ ̷ ǥõ ij ȸ ִ ι̴. Ž ä, ǰ , , Ȱ ִ.
ijٴ ʿ ڹƮ, 濬, Ƭ, ֿ dz ϳ. Ƭ 差 6, 差 7, ڹƮ 差 8 ڶѴ. 2021 , ι ij ѻ귮 5% , 1,250 ij ġ âߴ. ‘ij ٽɱ (The Canadian Critical Minerals Strategy)’ ΰ ֵϴ Ž • , Ȱ ڰȹ ȳǾ ִ. δ 31 ֿ , , 켱 ű ִ.
2022 5 ۷ھ(Glencore) ij Ȱ ü ̻Ŭ(Li-Cycle) 2 ij ȮѴٰ ǥ ִ. LG ̻Ŭ 5,000 ij ߴ.
ܰ迡 ū ִ. 2030 ij ѻ(GDP) ִ 110 ij ̹ϰ, 3 ڸ ȴ. 2022 3 LGַ(LG Energy Solutions) ڶƼ(Stellantis) 50 ij , ij Ը Ǽ ȹ ǥ ִ.
, ߴߴٴ ܰ迡 ſ ū ۿѴ. ijٿ ʿ , ټ ̹ . ϰ ܴ ִٴ κп ijٴ Ȯ ϴ.
̷ ȰѴٸ Ǵ 2030 ѵ, ij ѻ(GDP) Science ų 180 ij ̻ ߰ǰ 뷫 12 4,000 ڸ â ȴ.
Ȯ븦 ij
ij Ȯ븦 δ پ ڿ å Դ. ΰ åδ ٽɱ 38 ij , ٽɱ · Ϳ꿢(Centre of Excellence, CoE) , ° - ڱ(Net-Zero Accelerator Fund) ִ. , ϰ Ÿ ϱ å α ̴.
ij ֱٱ ӵǰ ִ. 2023 7 ο Ÿ δ LGַǰ ڶƼ ۹ ؽƮŸ(NextStar) Ǽ 150 ij Ը ȹ ǥϱ ߴ.
ڱ ܱ Ʈ
dz 差, źź ij ڱ Ӹ ƴ϶ پ ܱ ڸ ´. Ư 2022 ݱ ΰ ι ڰ ߴ.
(Ford), ʷͽ(General Motors) ϼ ׳(Magna) ǰ ü, BASF ȭ ü õ ڰ Ȱ ̷ ִ ִ.
ij ȭ ΰ , å, پϴ. ̷ Ʈ Ŀ ӵǾ Ȯ ȴ.
û
ä Ȱ õ ϴ. ij ο ڷ ؿ ߰ Ȯ ·ܱ ʿϴ. KOTRA 乫 ij ڵ ǰü A翡 B ͺ並 ߴ. ״ Ҿ Ư Ȱ ʿϴٰ ߴ. žǴ ֱ ⺻ 10, ִ 20 ġ ȴ.
Ȱ ο ִ. B 2023 ȰǴ 10% ܷ ſ ٸ Ȱ ʿ伺 ߴ. Ϲ 忡 츮 δ LGַ, , SK̳뺣̼ Z ڶƼ Բ ̱ Ǽ ȹϰ ִ. Բ 츮 , ߰߱ Ȱ 츮 Ȱ ȴ.
ۼ ij 乫
ڷ Clean Energy Canada, Critical Minerals Canada, Bloomberg New Energy Finance, International Energy Agency, KOTRA 乫 ڷ
̽þ
Ȯ ¿
߱ ߽ ġ
̽þ
̽þ ڵȸ(Malaysian Automotive Association, MAA) , ۳ ̽þƿ 2,631 Ǹŵ ƴ. ü Ǹŵ ڵ 1% ġ ϴ ġ 860% ġ̴. ֱ -(Net-Zero) å ˵ 鼭 Ǿ , 1 ü ̽þ ǻ ȮǸ鼭 ̽þ 忡 밨 ǰ ִ.
ֱ бź(MOSTI) â (Chang Lih) ߾ 2023 1,000 Ҹ ǰ ִ ȮεǾ. ̽þ 籹 ǥ 2025 10,000 ϰڴٴ ȹ ξ Ը̴. ̽þ ڹ Tengku Zafrul Aziz Ƽ 2021 5 2027 27 Ǵ ŭ ұ Ȯ븦 ˱ϱ ߴ.
Ȯ濡 ·· 밡 Ǹ鼭, λ ÿ ٽ ǰ ũ ȴ. BEVs(Battery Electric Vehicles) Moody's м , ̽þ BEVs Ȱȭ 10 ϰ ִ.
÷̼ (Inflation Reduction Act, IRA)
̱ ÷̼ǰ(Inflation Reduction Act, IRA) ǥ ȭǾٰ ִ. IRA Ȱ Բ ̱ ڱ ߽ Ϸ ߱ ƽþ ϰ ִ. ǥ ̶ ִ Ƭ ¹(HS Code 8507.60) ̸ 캸 ̽þ ߱ ȭ Ǿ ִ. ۷ι Ʈ̵ Ʋ(Global Trade Atlas, GTA) 迡 2022 ̽þ Ƭ̿¹ 1 ߱ Ծ 68.3% 1 9,243 Ͽ. 2020 ѱ Ծ Ը 2迴 2022 19 .
IPEF ٽɱ IRA ä
̱ ġü Ƽڿ 5 27 ̱ ƮƮ εӿũ(IPEF) ȸǿ ̽þ, ʸ, εþ ̱ ̵ ε ӿũ(IPEF) κ ٽɱ ü ûߴٰ . ̱ ÷̼ǰ(IRA) װ ǰ õ װ Ƭ, , , 濬, ڹƮ ٽɱ ̻ ̱̳ ̱ (FTA) ü κ (ä )ؾ Ѵ.
Ϻ ̱ FTA ü ʾ Ϻ ٽɱ ǿ ܵǾ, 籹 Ƿ 3 籹 Ϻ ÷̼ǰ ϴ üߴ. ̷ ʸ ٰŷ εþ, ʸ ̽þ ֿ 3 εӿũ(IPEF) Ÿϸ ̱ FTA ü Ͱ ȿ Ͽ ñ ڱ IRA ֵ ̱ ü ̴.
- ȭǰ ִ ̱ ε- ߱ Ϸ ӿ ̷ 䱸 Ƶ ߸ ָغ ʿ䰡 ִ. 䱸 , ٽڿ پٴ ѱ 迡 ۿ ȴ.
̽þƴ ڿ , ڿ ϰ ִ. к 4.11 ( 9,820 ) شϴ ̰ ڿ ִ Ǿ.
ǥ
̽þ ϰ ִ ѱδ ZSDI ǥ̴. 1991 ZSDI ̽þ ZSDI ܹ, ʱ 2021 ߴ. , ũ Ƽ ڵ, ESSα Ȯ밡 Ǹ鼭 2022 101.7 2027 151.1 ϸ 8% ϰ ִ. ̷ 帧 ӿ ZSDI ̽þ 2022 7 ̽þ (2) Ȯߴ. 2025 ϰ 1 7,000 ܰ ̸ƽ(PriMAX) (21mm X 20mm, 2170 ) ȹ̸ 2024 ϰ ִ. ZSDI ̽þ ο ̽þƸ BMW, ڶƼ ۷ι ϼ ü ֿ κ ֿ Ȱ ִ.
ѱ ü ߱ Eve Energy Malaysia ̽þ Ȱ ϰ ִ. ֱ ߱ , ̱ IRA ߱ ο Ƿ ô ȸ Ϸ δ. ߱ ռ 쿡 縦 Eve Energy ߱ 5 ̽þ ɴ 4 2,230 ( 5,635 ) , ü ̶ ŷҿ ߴ. ش ü ̽þƸ ƽþ ̷ڵ( ) ü ̴.
̱ ÷̼ǰ(IRA) Ǹ鼭 ǰ ִ. 帧 ӿ, IRA ȿ å ߱ Ȱ ɰ ڸ ϰ ִ. Ϻ ϰ ִ , ̽þƴ K- ž 귣 ߱ ϼ 귣 Ѵ. ѱ ްϰ ȭϰ ִ ̷ 帧 Ѻ ʿ䰡 ִ.
ۼ ̽þ ˶Ǫ Ž¿
ڷ ̽þ ڹ(Ministry of Investment, Trade and Industry, MITI), Ƽ, ÷̼ǰ(IRA) ˶Ǫ ڷ
<۱ڨ 'öƽ̾' - .>
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