Áñ°Üã±â Ãß°¡     ½ÃÀÛÆäÀÌÁö·Î ¼³Á¤ óÀ½À¸·Î  l  ·Î±×ÀΠ l  È¸¿ø°¡ÀÔ  l  »çÀÌÆ®¸Ê

>
ȸ¿ø°¡ÀÔ   l   ¾ÆÀ̵ð/ºñ¹Ð¹øȣã±â
¡¸Á¦41ȸ 2024³â ÇϹݱâ ...
¡®Á¦38ȸ 2023³â »ó¹Ý±â ...
¡®Á¦37ȸ 2022³â ÇϹݱâ ...
 
HOME > ÇؿܽÃÀåÁ¤º¸ > ÃֽŴº½º
[2024] [ÇØ¿Ü ¹°½ÃÀå º¸°í¼­] ¹Ì±¹¡¤Ä³³ª´ÙÀÇ Ã·´Ü±â¼ú°ú ¿¡³ÊÁö ¼ºÀå¿¡ ÈûÀÔ¾î »ê¾÷¿ë¼ö ÁöÃâ 2030³â±îÁö 28% Áõ°¡ Àü¸Á
À̸§ °ü¸®ÀÚ waterindustry@hanmail.net ÀÛ¼ºÀÏ 2024.11.28 Á¶È¸¼ö 1674
ÆÄÀÏ÷ºÎ

[ÇØ¿Ü ¹°½ÃÀå º¸°í¼­] ¹Ì±¹¡¤Ä³³ª´ÙÀÇ Ã·´Ü±â¼ú°ú ¿¡³ÊÁö ¼ºÀå¿¡ ÈûÀÔ¾î »ê¾÷¿ë¼ö ÁöÃâ 2030³â±îÁö 28% Áõ°¡ Àü¸Á

µ¥ÀÌÅÍ ¼¾ÅÍ¡¤¹ÝµµÃ¼ Á¦Á¶ µî ½ÅÈï ±â¼ú ºÎ¹® »õ·Î¿î ÅõÀÚ¿Í ¹° Áý¾àÀûÀÎ ¿¡³ÊÁö »ê¾÷ ¼ö¿ä Áõ°¡·Î »ê¾÷¿ë ¹°°ü¸® ºñ¿ëÀÌ 3õ885¾ï ´Þ·¯·Î Áõ°¡ ¿¹»ó

ºí·çÇÊµå ¸®¼­Ä¡, ¡®2024¡­2030³â »ê¾÷¿ë¼ö ó¸® ¹× Æó¼ö½ÃÀå ÁÖ¿ä Ãß¼¼ ¹× ¿¹Ãø º¸°í¼­¡¯¼­ ¹àÇô



¹Ì±¹ÀÇ ±Û·Î¹ú ½ÃÀåÁ¶»ç±â°üÀÎ ºí·çÇÊµå ¸®¼­Ä¡(Bluefield Research)ÀÇ »õ·Î¿î ¿¹Ãø º¸°í¼­¿¡ µû¸£¸é µ¥ÀÌÅÍ ¼¾ÅÍ, ¹ÝµµÃ¼ Á¦Á¶ µî ½ÅÈï ±â¼ú ºÎ¹®¿¡ ´ëÇÑ »õ·Î¿î ÅõÀÚ¿Í ¹° Áý¾àÀûÀÎ ¿¡³ÊÁö »ê¾÷ÀÇ ¼ö¿ä Áõ°¡·Î 2024³âºÎÅÍ 2030³â±îÁö »ê¾÷¿ë¼ö °ü¸® ºñ¿ëÀÌ ÃÑ 3õ885¾ï ´Þ·¯(¾à 541Á¶5õ690¾ï ¿ø)·Î Áõ°¡ÇÒ °ÍÀ¸·Î ¿¹»óµÈ´Ù°í ÃÖ±Ù ¹àÇû´Ù. [»çÁøÃâó(Photo source) = Àεð¾Æ¸¶Æ®(.indiamart)]

¹Ì±¹ÀÇ ±Û·Î¹ú ½ÃÀåÁ¶»ç±â°üÀÎ ºí·çÇÊµå ¸®¼­Ä¡(Bluefield Research)ÀÇ »õ·Î¿î ¿¹Ãø º¸°í¼­¿¡ µû¸£¸é µ¥ÀÌÅÍ ¼¾ÅÍ, ¹ÝµµÃ¼ Á¦Á¶ µî ½ÅÈï ±â¼ú ºÎ¹®¿¡ ´ëÇÑ »õ·Î¿î ÅõÀÚ¿Í ¹° Áý¾àÀûÀÎ ¿¡³ÊÁö »ê¾÷ÀÇ ¼ö¿ä Áõ°¡·Î 2024³âºÎÅÍ 2030³â±îÁö »ê¾÷¿ë¼ö °ü¸® ºñ¿ëÀÌ ÃÑ 3õ885¾ï ´Þ·¯(¾à 541Á¶5õ690¾ï ¿ø)·Î Áõ°¡ÇÒ °ÍÀ¸·Î ¿¹»óµÈ´Ù°í ÃÖ±Ù ¹àÇû´Ù. [»çÁøÃâó(Photo source) = Àεð¾Æ¸¶Æ®(.indiamart)]


¹Ì±¹ÀÇ ±Û·Î¹ú ½ÃÀåÁ¶»ç±â°üÀÎ ºí·çÇÊµå ¸®¼­Ä¡(Bluefield Research)ÀÇ »õ·Î¿î ¿¹Ãø º¸°í¼­¿¡ µû¸£¸é µ¥ÀÌÅÍ ¼¾ÅÍ, ¹ÝµµÃ¼ Á¦Á¶ µî ½ÅÈï ±â¼ú ºÎ¹®¿¡ ´ëÇÑ »õ·Î¿î ÅõÀÚ¿Í ¹° Áý¾àÀûÀÎ ¿¡³ÊÁö »ê¾÷ÀÇ ¼ö¿ä Áõ°¡·Î 2024³âºÎÅÍ 2030³â±îÁö »ê¾÷¿ë¼ö °ü¸® ºñ¿ëÀÌ ÃÑ 3õ885¾ï ´Þ·¯(¾à 541Á¶5õ690¾ï ¿ø)·Î Áõ°¡ÇÒ °ÍÀ¸·Î ¿¹»óµÈ´Ù°í ÃÖ±Ù ¹àÇû´Ù.


¹Ì±¹°ú ij³ª´Ù´Â 16°³ »ê¾÷ ºÐ¾ß¿¡ °ÉÃÄ ¾à 45¸¸ °³ÀÇ ½Ã¼³À» º¸À¯ÇÑ »ê¾÷ È°µ¿ ºÐ¾ßÀÇ ±Û·Î¹ú ¸®´õ·Î, ¿¬°£ 8Á¶5õ¾ï ´Þ·¯(¾à 1°æ1õ849Á¶ ¿ø)ÀÇ »ý»ê¾×À» âÃâÇÏ°í ÀÖ´Ù. ¶ÇÇÑ »ê¾÷ ºÎ¹®Àº ¹Ì±¹°ú ij³ª´Ù Àüü ¹° ÀÎÃâ·®ÀÇ °ÅÀÇ Àý¹ÝÀ» Â÷ÁöÇÑ´Ù.


ºí·çÇÊµå ¸®¼­Ä¡ÀÇ ¾Ú¹ö ¿ù½¬(Amber Walsh) ¼ö¼® ºÐ¼®°¡´Â ¡°´ëü ¹° °ø±Þ, ¾ÈÁ¤ÀûÀÎ ¼öÁú, °í±Þ Æó¼ö°ü¸®¿¡ ´ëÇÑ ¼ö¿ä Áõ°¡·Î ÀÎÇØ »ê¾÷ Àü¹Ý¿¡ °ÉÃÄ ´Ù¾çÇÑ »õ·Î¿î ±âȸ°¡ »ý°Ü³ª°í ÀÖ´Ù¡±°í ¸»Çß´Ù. 


¿ù½¬ ¼ö¼® ºÐ¼®°¡´Â ÀÌ¾î ¡°¿£Áö´Ï¾î¸µ, Àåºñ ¹× ±â¼ú ȸ»ç¸¦ Æ÷ÇÔÇÑ »ê¾÷¿ë¼ö ó¸® ¼Ö·ç¼Ç °ø±Þ¾÷ü´Â Á¤ºÎ Àμ¾Æ¼ºê, ÁöÁ¤ÇÐÀû, ±ÔÁ¦ Á¤Ã¥ ¹× ¹Ì±¹ Á¦Á¶¾÷ÀÇ Áö¼ÓÀûÀÎ ¸®¼î¾î¸µ(reshoring)¿¡ ÀÇÇØ Çü¼ºµÈ ¿ªµ¿ÀûÀΠȯ°æÀ» È°¿ëÇÒ ¼ö ÀÖ´Â À§Ä¡¿¡ ÀÖ´Ù¡±¶ó°í µ¡ºÙ¿´´Ù.


ºí·çÇÊµå ¸®¼­Ä¡ÀÇ »õ·Î¿î º¸°í¼­ÀÎ ¡®¹Ì±¹ ¹× ij³ª´Ù »ê¾÷¿ë ¼öó¸® ¹× Æó¼ö ½ÃÀå : ÁÖ¿ä Ãß¼¼ ¹× ¿¹Ãø, 2024¡­2030(U.S. & Canada Industrial Water & Wastewater Market: Key Trends and Forecasts, 2024¡­2030)¡¯¿¡ µû¸£¸é, ÀÚº» ¹× ¿î¿µ ÁöÃâÀ» Æ÷ÇÔÇÑ »ê¾÷¿ë¼ö ó¸® ÁöÃâÀº ¿¬Æò±Õ 4.2%ÀÇ ¼ºÀå·ü(CAGR)ÀÌ ¿¹ÃøµÈ´Ù. ¿¬°£ ÁöÃâÀº 2024³â 484¾ï ´Þ·¯(¾à 67Á¶4õ938¾ï ¿ø)¿¡¼­ 2030³âÀÇ 620¾ï ´Þ·¯(¾à 86Á¶4õ590¾ï ¿ø)·Î Áõ°¡ÇÒ °ÍÀ¸·Î ¿¹»óµÈ´Ù.


¿ù½¬ ¼ö¼® ºÐ¼®°¡´Â ¡°¹°Àº Ç×»ó »ê¾÷ÀÌ °í·ÁÇØ¾ß ÇÒ ¿ä¼Ò¿´´Ù. ±×·¯³ª ³ôÀº ¼ö¿ä¿Í Á¦ÇÑµÈ ¼öÀÚ¿ø °ø±ÞÀº ȸ»çÀÇ ¿î¿µ ¹× ÆòÆÇ À§ÇèÀ» ¾ÇÈ­½ÃÅ°°í ÀÖ´Ù¡±¶ó¸é¼­ ¡°Áö¼Ó °¡´É¼º¿¡ ´ëÇÑ ´ëÁß°ú ÁÖÁÖµéÀÇ °ü½ÉÀÌ Ä¿Áö¸é¼­ ±â¾÷Àº ¹° ¼Òºñ¿Í Æó¼ö ¹èÃâ¿¡ ´õ Á¶½ÉÇØ¾ß ÇÑ´Ù´Â ¾Ð·ÂÀÌ ´õ Ä¿Áö°í ÀÖ´Ù¡±°í °­Á¶Çß´Ù. 


¿ù½Ã¿¡ µû¸£¸é, ±× °á°ú ±â¾÷µéÀº ÃÖÁ¾ ÀÌÀÍÀ» º¸È£ÇÏ°í ºê·£µå¿¡ ´ëÇÑ ´ëÁßÀÇ ÀνÄÀ» º¸È£Çϱâ À§ÇØ ¹° ¹× Æó¼ö ¼Ö·ç¼Ç¿¡ ´ëÇÑ ÅõÀÚ¸¦ ´Ã¸®°í ÀÖ´Ù.


AI, µ¥ÀÌÅÍ ¼¾ÅÍ°¡ ¹° ºÎ¹® ±âȸ¿¡ ºÒ²ÉÀ» Á¦°ø


ºí·çÇÊÅÍ ¸®¼­Ä¡´Â µ¥ÀÌÅÍ ¼¾ÅÍ ¹× ¹ÝµµÃ¼ Á¦Á¶¿Í °°Àº ÇÏÀÌÅ×Å© ºÎ¹®Àº ÁÖ¿ä »ê¾÷ Áß¿¡¼­ °¡Àå ºü¸¥ ¼ºÀåÀ» º¸ÀÏ °ÍÀ¸·Î ¿¹»óÇÏ°í ÀÖ´Ù. ºÐ¼®¿¡ µû¸£¸é, °¢°¢ 9.3%¿Í 8.8%ÀÇ CAGR·Î ÀÌ·¯ÇÑ ºÎ¹®Àº ´õ ¼º¼÷ÇÑ ¼öÁ÷ ½ÃÀå°ú Àüü »ê¾÷ ºÎ¹®À» Å©°Ô ¾ÕÁö¸£°í ÀÖ´Ù.


¿ù½¬ ¼ö¼® ºÐ¼®°¡´Â ¡°µ¥ÀÌÅÍ ¼¾ÅÍ´Â µðÁöÅÐ °æÁ¦ÀÇ ÇÙ½ÉÀÌÁö¸¸, ¹°À» ¸¹ÀÌ »ç¿ëÇÏ´Â ³Ã°¢¿¡ ÀÇÁ¸Çϱ⠶§¹®¿¡ ȯ°æÀû ¿µÇâÀÌ ÃÊÁ¡ÀÌ ¸ÂÃçÁ³´Ù¡±¶ó°í ¸»Çß´Ù. 


±×´Â ƯÈ÷ ¡°¾Ö¸®Á¶³ª¿Í °°ÀÌ ¹°ÀÌ ºÎÁ·ÇÑ ¼­ºÎ ÁÖ¿¡ À§Ä¡ÇÑ ÀÌ·¯ÇÑ ½Ã¼³Àº ÀÌÁ¦ ¿î¿µ ¹× ȯ°æÀû ¿ä±¸»çÇ×À» ±ÕÇü ÀÖ°Ô Á¶ÀýÇϱâ À§ÇØ ¼öÀÚ¿øÀ» °ü¸®ÇÏ´Â ¹æ¹ýÀ» Çõ½ÅÇØ¾ß ÇÏ´Â ¾Ð¹ÚÀÌ Ä¿Áö°í ÀÖ´Ù¡±°í °­Á¶Çß´Ù. 


ƯÈ÷, ¾Æ¸¶Á¸(Amazon), ¸¶ÀÌÅ©·Î¼ÒÇÁÆ®(Microsoft), ¸ÞŸ(Meta) µî°ú °°Àº ±â¼úȸ»ç´Â Áõ°¡ÇÏ´Â ¹° »ç¿ë·®¿¡ ´ëóÇÏ°í Áö¼Ó °¡´É¼º ¸ñÇ¥¸¦ ´Þ¼ºÇϱâ À§ÇØ º¸´Ù È¿À²ÀûÀÎ ³Ã°¢ ½Ã½ºÅÛ°ú ¹° Àç»ç¿ë ½Ã½ºÅÛ¿¡ ÅõÀÚÇÏ°í ÀÖ´Ù.


¿ù½¬ ¼ö¼® ºÐ¼®°¡´Â ¡°°èȹµÇ°í °Ç¼³µÇ´Â »õ·Î¿î µ¥ÀÌÅÍ ¼¾ÅÍÀÇ °­·ÂÇÑ ÆÄÀÌÇÁ¶óÀÎÀº ÀÌ ºÎ¹®ÀÇ ¹°°ü¸® ÁöÃâÀ» ´õ¿í È®´ëÇÒ °Í¡±À̶ó¸é¼­ ¡°2030³â±îÁö ÀΰøÁö´É(AI)Àº ¹Ì±¹ µ¥ÀÌÅÍ ¼¾ÅÍ Àü·Â ¼ö¿äÀÇ 23%(93TWh)¸¦ Â÷ÁöÇÒ °ÍÀ¸·Î ¿¹»óµÇ¸ç, 2023³âÀÇ 3%(4TWh)¿¡¼­ ºü¸£°Ô Áõ°¡ÇÏ¿© ¹° ¼ö¿ä È®´ëÀÇ ÁÖ¿ä ¿øµ¿·ÂÀÌ µÉ °Í¡±À̶ó°í ¿¹»óÇß´Ù.


[±×¸² 1] ¹Ì±¹ ¹× ij³ª´Ù »ê¾÷¿ë¼ö ½ÃÀå Àü¸Á(2024¡­2030³â)

¡ØÁ¦Á¶¿¡´Â ÄÄÇ»ÅÍ ¹× ÀüÀÚ, ¹ÝµµÃ¼, ½ÄÀ½·á, Á¦Áö, È­ÇÐ, Á¦¾à, ¼®À¯ ¹× ¼®Åº Á¦Ç°, ±Ý¼Ó¡¤±¤¹°, ¼¶À¯/±â±¸, ¸ñÀç Á¦Ç° ¹× ±âŸ Á¦Á¶°¡ Æ÷ÇԵȴÙ. ÀÚ¿ø ÃßÃâ¿¡´Â ¾÷½ºÆ®¸² ¼®À¯ ¹× °¡½º, ±¤¾÷ ¹× Àü·ÂÀÌ Æ÷ÇԵȴÙ. 2024³â US$·Î Ç¥½ÃµÈ °ª. [±×¸²Ãâó(picture source) = ºí·çÇÊµå ¸®¼­Ä¡(Bluefield Research)]

¡ØÁ¦Á¶¿¡´Â ÄÄÇ»ÅÍ ¹× ÀüÀÚ, ¹ÝµµÃ¼, ½ÄÀ½·á, Á¦Áö, È­ÇÐ, Á¦¾à, ¼®À¯ ¹× ¼®Åº Á¦Ç°, ±Ý¼Ó¡¤±¤¹°, ¼¶À¯/±â±¸, ¸ñÀç Á¦Ç° ¹× ±âŸ Á¦Á¶°¡ Æ÷ÇԵȴÙ. ÀÚ¿ø ÃßÃâ¿¡´Â ¾÷½ºÆ®¸² ¼®À¯ ¹× °¡½º, ±¤¾÷ ¹× Àü·ÂÀÌ Æ÷ÇԵȴÙ. 2024³â US$·Î Ç¥½ÃµÈ °ª. [±×¸²Ãâó(picture source) = ºí·çÇÊµå ¸®¼­Ä¡(Bluefield Research)]

 

À°»ó Á¦Á¶ Á¤Ã¥À¸·Î ¹°°ü¸® ÁöÃâ Áõ°¡


ºí·çÇÊµå ¸®¼­Ä¡ÀÇ º¸°í¼­¿¡ µû¸£¸é Á¦Á¶¾÷Àº ¹ÝµµÃ¼, Á¦¾à, À½·á¿Í °°Àº °í¼ºÀå ºÎ¹®¿¡ ÈûÀÔ¾î °èȹµÈ »ê¾÷¿ë¼ö ÁöÃâÀÇ 45%, Áï 1õ753¾ï ´Þ·¯(¾à 244Á¶4õ558¾ï ¿ø)ÀÇ »ó´ç ºÎºÐÀ» Â÷ÁöÇÏ°í ÀÖ´Ù. 


¿ù½¬ ¼ö¼® ºÐ¼®°¡´Â ¡°¡ºÀÎÇ÷¹ÀÌ¼Ç °¨¼Ò¹ý¡»°ú ¡º¹ÝµµÃ¼¹ý(CHIPS Act)¡»°ú °°Àº Á¤ºÎ Á¤Ã¥¿¡ ÈûÀÔ¾î »õ·Î¿î ³ìÁö°³¹ß°ú »ê¾÷½Ã¼³ È®ÀåÀ» À§ÇÑ ¹°°ü¸® ÁöÃâÀÌ Áõ°¡ÇÒ °ÍÀ¸·Î ¿¹»óµÈ´Ù¡±°í ¸»Çß´Ù.


ƯÈ÷, ¹ÝµµÃ¼ Á¦Á¶¾÷üµéÀº »ý»ê·® È®´ë¸¦ ÃæÁ·Çϱâ À§ÇØ ¹° ¼ö¿ä Áõ°¡·Î ¾î·Á¿òÀ» °Þ°í ÀÖ´Ù. ¹ÝµµÃ¼ ½Ã¼³¿¡¼­´Â ´ë·®ÀÇ ¹° ¼ö¿ä ¿Ü¿¡µµ Ãʼø¼ö°¡ »ý»ê °øÁ¤¿¡ »ç¿ëµÇ±â ¶§¹®¿¡ ¼öÁúÀÌ ¸Å¿ì Áß¿äÇÏ´Ù.


¡°Ãʼø¼ö ¹°¿¡ ´ëÇÑ ¹ÝµµÃ¼ ¾÷°èÀÇ ¶Ñ·ÇÇÑ ¼ö¿ä´Â Àü¹® Àåºñ ¹× ¼­ºñ½º Á¦°ø¾÷ü¿¡°Ô ±âȸ¸¦ Á¦°øÇÑ´Ù¡±¶ó¸é¼­ ¡°¿À¿°¹°Áú °ü¸®´Â Áß¿äÇÑ °úÁ¦°¡ µÇ¾úÀ¸¸ç, ±× °á°ú ÷´Ü ¼öó¸® ±â¼ú¿¡ ´ëÇÑ ÅõÀÚ°¡ Áõ°¡ÇÏ°í ÀÖ´Ù¡±°í ¿ù½Ã ¼ö¼® ºÐ¼®°¡´Â ºÐ¼®ÇÏ°í ÀÖ´Ù.


¿¡³ÊÁö ÀüȯÀ¸·Î »ê¾÷¿ë ¼öÀÚ¿ø ±âȸ º¯°æ


¹Ì±¹°ú ij³ª´ÙÀÇ Åº¼Ò Áý¾àÀûÀÌÁö ¾ÊÀº ¹ßÀüÀ¸·ÎÀÇ ¿¡³ÊÁö Àüȯ°ú ¾ö°ÝÇÑ È¯°æ ±ÔÁ¦·Î ÀÎÇØ ¼®À¯ ¹× °¡½º, ¼®Åº ¹ßÀü, ±¤»ê°ú °°Àº ÃßÃâ »ê¾÷À» À§ÇÑ ¹°°ü¸® ±âȸµµ ÀçÆíµÇ°í ÀÖ´Ù.


¶ÇÇÑ, Àü±âÀÚµ¿Â÷¿Í Àç»ý ±â¼ú¿¡ »ç¿ëµÇ´Â Áß¿äÇÑ ±Ý¼Ó(¸®Æ¬, ÄÚ¹ßÆ®, ´ÏÄÌ, ±¸¸®)¿¡ ´ëÇÑ ¼ö¿äµµ Áõ°¡ÇÏ°í ÀÖ´Ù. ¹° Áý¾àÀûÀÎ °øÁ¤ÀÎ ¸®Æ¬ ÃßÃâÀº ÇöÀç Àü ¼¼°è ¸®Æ¬ °ø±Þ·®ÀÇ °ÅÀÇ 80%°¡ ¹èÅ͸®¿¡ ÇÒ´çµÇ¾î Àֱ⠶§¹®¿¡ ¹°°ü¸®¿¡ ´ëÇÑ »ó´çÇÑ ¿ì·Á¸¦ ºÒ·¯ÀÏÀ¸Å°°í ÀÖ´Ù. 


ÀÌ·¯ÇÑ ¹ßÀüÀº ¼öÀÚ¿øÀ» ¼Õ»ó½ÃÅ°Áö ¾ÊÀ¸¸é¼­ È®ÀåÇÏ´Â ±Û·Î¹ú ¹èÅ͸® °ø±Þ¸ÁÀ» À¯ÁöÇϱâ À§ÇØ È¿À²ÀûÀÎ ¹°°ü¸® ¼Ö·ç¼ÇÀÌ Àý½ÇÈ÷ ÇÊ¿äÇÏ´Ù´Â Á¡À» °­Á¶ÇÏ´Â °ÍÀÌ´Ù.


ÀÌ·¯ÇÑ ¿¡³ÊÁö Àüȯ¿¡µµ ºÒ±¸ÇÏ°í ÀüÅëÀûÀÎ ¼®À¯ ¹× °¡½º ÃßÃâÀº ¿©ÀüÈ÷ Áß¿äÇÑ »ê¾÷À¸·Î ³²¾Æ ÀÖÀ¸¸ç, 10³â ¸»±îÁö »ê¾÷¿ë¼ö °ü¸®¿¡ 1õ865¾ï ´Þ·¯(¾à 260Á¶743¾ï ¿ø)¸¦ ±â¿©ÇÒ °ÍÀ¸·Î ¿¹»óµÇ¸ç, ÀÌ´Â ¿¹»óµÇ´Â »ê¾÷¿ë¼ö ÁöÃâÀÇ 48%¸¦ Â÷ÁöÇÏ¸ç ¼¿·ºÅÍ ¿öÅÍ(Select Water) ¹× ¾Æ¸®½º ¹°°ü¸®(Aris Water Management)¿Í °°Àº Áß·ù ¹°È¸»ç¿¡ Áß¿äÇÑ ±âȸ¸¦ Á¦°øÇÑ´Ù.


±â¾÷ Àü·«Àº º¯È­Çϴ ȯ°æ¿¡ ´ëÀÀ


±â¾÷µéÀº M&A¸¦ È°¿ëÇÏ¿© »ê¾÷¿ë ¹° Æ÷Æ®Æú¸®¿À¸¦ È®ÀåÇÏ°í Áõ°¡ÇÏ´Â ¼ö¿ä¸¦ È°¿ëÇÏ°í ÀÖ´Ù. ÃÖ±Ù ÁÖ¸ñÇÒ ¸¸ÇÑ °ÍÀº º£¿Ã¸®¾Æ(Veolia)°¡ ¼ö¿¡Áî(Suez)¸¦ ÀμöÇÏ°í, ÀÚÀÏ·³(Xylem)ÀÌ ¿¡º¸Äí¾Æ(Evoqua)¸¦ ÀμöÇÏ´Â µî ÀμöÇÕº´Àº °æÀï ȯ°æÀ» ÀçÆíÇÒ °ÍÀÌ´Ù. 


¶ÇÇÑ Çõ½ÅÀûÀÎ ±â¼úÀ» ¹èÆ÷ÇÏ°í ¹° °ü¸® À§ÇèÀ» ¿ÏÈ­ÇÏ°í ¿î¿µ È¿À²¼ºÀ» ³ôÀÌ´Â ºñÁî´Ï½º ¸ðµ¨À» Á¦°øÇÏ´Â µî ¹°°ú Æó¼ö °ü¸®¿¡ ´ëÇÑ º¸´Ù ¹ÎøÇÑ Á¢±Ù ¹æ½ÄÀ» Á¦°øÇÏ´Â ¼Ò±Ô¸ð ¾÷üµé¿¡°Ô »õ·Î¿î ±âȸ¸¦ âÃâÇÒ ¼ö ÀÖÀ» °ÍÀÌ´Ù.


¿ù½Ã´Â ¡°ÀÌ·¯ÇÑ ¼ö¿äº¯È­´Â »ê¾÷¿ë ¹°½ÃÀå¿¡ ´ëÇÑ ³«°üÀûÀÌ°í º¯ÇõÀûÀÎ ±â°£À» °­Á¶ÇÑ´Ù¡±¶ó¸é¼­ ¡°Ã·´Ü ±â¼úÀÇ À¶ÇÕ, º¯È­ÇÏ´Â »ç¾÷ ¸ðµ¨, °íÀ§Çè ÇÕº´Àº °æÀïÀû ÀçÁ¶Á¤À» ÁÖµµÇÏ¿© »ê¾÷¿ë ¼öÀÚ¿ø ºÎ¹®ÀÌ »ó´çÇÑ ¼ºÀå°ú Çõ½ÅÀ» À§ÇÑ ÀÔÁö¸¦ ±»°ÇÈ÷ ÇÏ°í ÀÖ´Ù¡±°í ¿ª¼³Çß´Ù.


[¿ø¹®º¸±â]


Policies for Onshore Manufacturing to Drive Water Management Spend


 

Manufacturing industries represent a significant 45% share of planned industrial water spend, or US$175.3 billion, fueled by high-growth sectors such as semiconductors, pharmaceuticals, and beverages, according to Bluefield¡¯s report.


¡°Boosted by government policies such as the Inflation Reduction Act and the CHIPS Act, we expect to see an increase in water management spend for both new greenfield developments as well as industrial facility expansions,¡± says Walsh.


Semiconductor manufacturers are grappling with higher water demand to meet expanding production. In addition to large water volume needs, water quality is critical at semiconductor facilities as ultrapure water is used for their production processes, ¡°The semiconductor industry¡¯s distinct needs for ultrapure water presents opportunities for specialized equipment and service providers. Managing contaminants has become a significant challenge, resulting in increased investments in advanced water treatment technologies,¡± according to Walsh.


Energy Transition to Alter Industrial Water Opportunities


The U.S. & Canada¡¯s energy transition to less carbon intensive power generation, along with stricter environmental regulations, are also reshaping water management opportunities for extractive industries, such as oil & gas, coal power generation, and mining.


We are seeing escalating demand for critical metals (lithium, cobalt, nickel, copper) used in electric vehicles and renewable technologies. Lithium extraction, a water-intensive process, raises significant concerns for water resource management, as almost 80% of the global lithium supply is now allocated for batteries. These developments highlight the critical need for efficient water management solutions to sustain the expanding global battery supply chain without compromising water resources?.


Even amid the energy transition, traditional oil & gas extraction remains a critical industry, set to contribute US$186.5 billion to industrial water management through the end of the decade, representing 48% of the forecasted industrial water expenditure and highlights significant opportunities for midstream water companies like Select Water and Aris Water Management.


Company Strategies Respond to Evolving Landscape


Companies are leveraging M&A to expand their industrial water portfolios and capitalize on growing demand. Notable recent acquisitions, including mega-deals (Veolia acquiring Suez and Xylem acquiring Evoqua), will reshape the competitive landscape. This will also create new opportunities for smaller players offering more agile approaches to water and wastewater management, including deploying innovative technologies and offering business models that offload water management risk and drive greater operational efficiency.


¡°These shifts in demand highlight an optimistic and transformative period for industrial water markets,¡± says Walsh. ¡°The convergence of advanced technologies, changing business models, and high-stakes mergers is driving a competitive realignment, positioning the industrial water sector for significant growth and innovation.¡±


About this Report: U.S. & Canada Industrial Water & Wastewater Market: Key Trends and Forecasts, 2024?2030


This Insight Report + data option offers an in-depth analysis of U.S. & Canada¡¯s industrial water market, leveraging Bluefield Research¡¯s rigorous, bottom-up methodology, and delivers a comprehensive view of trends, growth forecasts, and competitive dynamics of leading companies. The report (and accompanying data dashboard) is available for purchase and immediate download from bluefieldresearch.com  (or included with an Industrial Water Corporate Subscription)


[Ãâó = ºí·çÇÊµå ¸®¼­Ä¡(Bluefield Research)(https://www.bluefieldresearch.com/ns/powered-by-high-tech-and-energy-growth-in-the-u-s-and-canada-industrial-water-spend-set-to-climb-28-by-2030/) / 2024³â 11¿ù 26ÀÏ]

¨Ï±Û·Î¹ú¹°»ê¾÷Á¤º¸¼¾ÅÍ(www.waterindustry.co.kr) ¹«´ÜÀüÀç ¹× Àç¹èÆ÷±ÝÁö
ÀÌÀü±Û [ű¹] ADB, °ÉÇÁ¿Í ű¹¼­ ž籤 ¹× ¹èÅ͸® ÀúÀå È®´ë À§ÇØ 8¾ï2õ¸¸´Þ·¯ ´ëÃâ ü°á
´ÙÀ½±Û [¿µ±¹] ¼ö¿¡Áî, »ç¿ì½º¿þÆ®¿öÅÍ¿Í Çù·ÂÇØ ¿µ±¹ µ¥¹øÁÖ¼­ ¾ÆÀ̽ºÇÇ±ë ±â¼ú·Î Å©¸³Å佺Æ÷¸®µð¿ò Á¦°Å
±Û·Î¹ú¹°»ê¾÷Á¤º¸¼¾ÅÍ.   ¼¾ÅÍÀå : ¹èö¹Î
ÁÖ¼Ò : ¼­¿ï½Ã ¼ÛÆı¸ »ïÀüµ¿ 72-3 À¯¸²ºôµù 5Ãþ TEL (02) 3431-0210   FAX (02) 3431-0260   E-mail waterindustry@hanmail.net
COPYRIGHT(C) 2012 ±Û·Î¹ú¹°»ê¾÷Á¤º¸¼¾ÅÍ. ALL RIGHT RESERVED.