SK온 "3년내 세계 3위 배터리 회사 도약"

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src="/web/20221206091959im_/https://zdnet.co.kr/Include2/user/pic/reporter/eol1@zdnet.co.kr.jpg" style="max-width:100%;"></div> <div class="reporter_txt"> <div class="reporter_info"> <strong>이한얼 기자</strong><a href="https://web.archive.org/web/20221206091959/mailto:eol@zdnet.co.kr"><i class="icon-email"></i></a> <a href="https://web.archive.org/web/20221206091959/https://media.naver.com/journalist/092/75643" target="_blank"><i class="icon-naver-1 n_coloer"></i>기자 페이지 구독</a> <a href="/web/20221206091959/https://zdnet.co.kr/reporter/?lstcode=eol" target="_blank"><i class="icon-file-text"></i>기자의 다른기사 보기</a> </div> <div class="reporter_btn"> <ul> <li class="facebook"><a class="fb-share" aria-label="https://zdnet.co.kr/view/?no=20221206105342" href="https://web.archive.org/web/20221206091959/https://www.facebook.com/sharer/sharer.php?u=" target="_blank"><i class="icon-facebook"></i></a></li> <li class="twitte"><a class="fb-share" aria-label="https://zdnet.co.kr/view/?no=20221206105342" href="https://web.archive.org/web/20221206091959/https://twitter.com/intent/tweet?text=SK온 "3년내 세계 3위 배터리 회사 도약"&url=" target="_blank"><i class="icon-twitter"></i></a></li> <li class="linkedin"><a class="fb2-share" aria-label="http%3A%2F%2Fzdnet.co.kr%2Fview%2F%3Fno%3D20221206105342" href="https://web.archive.org/web/20221206091959/https://www.linkedin.com/shareArticle?url=" target="_blank"><i class="icon-linkedin"></i></a></li> <li><a href="javascript:increaseFontsize('20221206105342');"><img src="/web/20221206091959im_/https://zdnet.co.kr/images/txt_bt1.gif" alt=""></a></li> <li><a href="javascript:decreaseFontsize('20221206105342');"><img src="/web/20221206091959im_/https://zdnet.co.kr/images/txt_bt2.gif" alt=""></a></li> <li><a href="javascript:article_print('20221206105342')"><img src="/web/20221206091959im_/https://zdnet.co.kr/images/print_bt.gif" alt=""></a></li> </ul> </div> </div> </div>  <div class="cont_ad_box"> <iframe src="https://web.archive.org/web/20221206091959if_/https://adv.zdnet.co.kr/RealMedia/ads/adstream_sx.ads/zdnet.co.kr/zd@Position1" marginwidth="0" marginheight="0" scrolling="no" leftmargin="0" topmargin="0" width="700" height="20" frameborder="0"></iframe> </div>  <div class="view_cont" id="articleBody" itemprop="articleBody"> <div id="content-20221206105342" style="font-size: 16px;">  <div class="view_ad"> <iframe src="https://web.archive.org/web/20221206091959if_/https://adv.zdnet.co.kr/RealMedia/ads/adstream_sx.ads/zdnet.co.kr/zd@Left" width="210" height="210" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" leftmargin="0" topmargin="0"></iframe> </div> <p>지동섭 SK온 사장이 오는 2025년까지 세계 3위 배터리 회사로 도약하겠다는 포부를 밝혔다.</p> <p>지 사장은 지난 2일 뉴욕에서 특파원단 간담회를 가진 자리에서 "작년 생산능력이 글로벌 배터리 회사 중 5위까지 올라왔다"면서 이같이 전했다.</p> <p>5일(현지시간) SK온과 포드의 합작법인인 블루오벌SK는 켄터키주 글렌데일 배터리 생산 공장 기공식을 가졌다. 이곳 일대에 각각 연산 43기가와트시(GWh) 규모의 배터리 1, 2공장을 건설한다. 테네시주 공장까지 합쳐 합작회사의 생산능력은 연산 129GWh다.</p> <p>지 사장은 "사업 규모나 의미가 굉장히 크다. 미국에서 확실한 사업적 지위를 갖는 데 이번 투자의 의미가 있다"라며 "증설 투자가 완성되는 2025년쯤 SK온이 글로벌 3위에 들어가는 배터리 공급회사가 될 것"이라고 포부를 전했다.</p> <figure class="view_cont_img_jpg" style="width:640px; margin: 0 auto;"> <span class="img"><img src="https://web.archive.org/web/20221206091959im_/https://image.zdnet.co.kr/2022/12/06/e9326b5578b5a90d1e96bf47fab63104.jpg" style="height:auto"></span> <figcaption style="text-align:left; line-height: 1.6;">지동섭 SK온 사장(왼쪽 세번째)이 지난 2일(현지시간) 미국 뉴욕시 맨해튼에서 연 블루오벌SK 기공식 기념 뉴욕특파원단 간담회에서 발언하고 있다. (사진 왼쪽부터) 함창우 블루오벌SK 대표, 최영찬 SK온 경영지원총괄 사장, 지동섭 사장, 이재승 마케팅 담당. (사진=SK온 제공)</figcaption> </figure> <p><span style="letter-spacing: 0.8px;">그러면서 "미국의 생산 규모가 가장 커지고, 미국 사업의 중요성이 커지고 있다"고 설명했다.</span><br></p> <p>국내 배터리 업계의 관심사인 인플레이션 감축법(IRA)과 관련해서는 "포드와 작년부터 합작을 협의하면서 IRA를 예측한 것은 아니었지만 미국, 유럽, 중국 등 세 군데 생산기지에서 대륙간 원자재·물류 체계를 미리 준비했다"면서 "미국에서 생산되는 배터리는 주로 미국과 FTA를 체결한 국가 중심으로 (준비) 해왔다"고 밝혔다.</p> <p>이어 "규제 자체는 불편한 것이 사실이지만, 기업이 규제에 먼저 대응한다면 유리한 환경에서 경쟁우위를 가져갈 수 있는 요인이 된다"며 "빠르게 준비해서 사업적으로 유리한 환경에서 할 수 있게 준비할 것"이라고 강조했다.</p> <p>지 사장은 오히려 IRA로 인해 국내 배터리 업계가 장기적으로 유리한 환경이 조성될 것이라고 내다봤다. 그는 "(IRA로 인해) 장기적으로 유리한 환경이 될 것으로 본다"면서 "LG에너지솔루션과 저희가 다른 어느 배터리사보다 선제적으로 먼저 가고 있다. 먼저 가는 두 회사 입장에서는 장기적으로 유리하게 전개될 것으로 본다"고 전망했다.</p>  <h2><span>관련기사</span></h2> <div class="news_box connect"> <ul> <li><a href="/web/20221206091959/https://zdnet.co.kr/view/?no=20221206094833&re=R_20221206105342">SK온·포드 합작 '블루오벌SK', 美 최대 배터리 공장 첫 삽</a><span>2022.12.06</span></li> <li><a href="/web/20221206091959/https://zdnet.co.kr/view/?no=20221130174148&re=R_20221206105342">SK온, 장기 재무적 투자자로부터 1.3조원 이상 조달</a><span>2022.11.30</span></li> <li><a href="/web/20221206091959/https://zdnet.co.kr/view/?no=20221129160427&re=R_20221206105342">현대차-SK온, 북미 배터리 공급 '맞손'...시장 공략 박차</a><span>2022.11.29</span></li> <li><a href="/web/20221206091959/https://zdnet.co.kr/view/?no=20221128153915&re=R_20221206105342">현대차, 美 전기車 동맹 그림 나왔다...SK온·LG엔솔과 협력</a><span>2022.11.28</span></li> </ul> </div> <p>지 사장은 현대자동차와의 협업에 대해서도 큰 시너지 효과가 날 것이라고 분석했다.</p> <p>그는 "현대차가 전동화에 있어 민첩하게 사전 준비를 철저히 했던 것으로 보인다. 미국에서 테슬라 다음으로 잘 팔리고 있다"면서 "그 배터리를 100% SK온이 공급하고 지속적으로 협력을 확대할 것"이라고 부연했다.<br></p> <div class="mt_bn_box">  <script type="text/javascript" src="https://web.archive.org/web/20221206091959js_/https://ads.mtgroup.kr/RealMedia/ads/adstream_jx.ads/zdnet_pc/news@Frame1"></script> </div> </div> </div>  <div class="reporter_list2"> <div class="reporter_name"><strong>이한얼 기자</strong><a href="https://web.archive.org/web/20221206091959/mailto:eol@zdnet.co.kr">eol@zdnet.co.kr</a></div> <div 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SK온 "3년내 세계 3위 배터리 회사 도약" - ZDNet korea