๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
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(๋ฐฉ์žฅํ•œํ…Œ) ๋ฌป์ง€๋„ ๋”ฐ์ง€์ง€๋„ ์•Š๋Š” ๋ฐฉ

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https://litt.ly/mootda

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https://t.iss.one/mootda?boost

ํด๋ฆฐ๋ฃธ :
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๊ณ ์ˆ˜ ํ˜•๋‹˜๋“ค ๋งค๋งค

๋งค์ˆ˜ : ๋‘์—๋นŒ, LGCNS, ์•Œํ…Œ
๋งค๋„ : ๋‹‰์Šค, ํ•œ์ „, ํ˜„๋Œ€์ผ๋ ‰
๐Ÿคฃ6๐Ÿค”5๐Ÿ’ฉ1๐Ÿ–•1
๊ตญ์žฅ \
๐Ÿ–•5โค2
์ฝ”์Šค๋‹ฅ์€ ์•ฝ์†์˜ 2์‹œ๋ฅผ ํ–ฅํ•ด ์ˆ˜๊ธ‰์„ ๋Œ๋ฆฌ๊ณ  ์žˆ์Œ
โค7๐Ÿ‘2๐Ÿคฎ2๐Ÿ–•2๐Ÿ’ฉ1
21์ผ(ํ˜„์ง€์‹œ๊ฐ„) ์•ผํ›„ํŒŒ์ด๋‚ธ์Šค๋Š” ๊ธฐ์—…๋“ค์ด ์ด์ œ ๋น„ํŠธ์ฝ”์ธ ๋ฟ๋งŒ ์•„๋‹ˆ๋ผ ์ด๋”๋ฆฌ์›€์„ ์ž์‚ฐ์œผ๋กœ ์ธ์‹, ์žฌ๋ฌด์ œํ‘œ์— ๋ฐ˜์˜ํ•˜๊ณ  ์žˆ๋‹ค๊ณ  ๋ณด๋„ํ–ˆ๋‹ค.

https://n.news.naver.com/mnews/article/018/0006071061
โค10๐Ÿ–•3๐ŸŽ‰2๐Ÿ’ฉ2๐Ÿ˜1
Forwarded from ๋ฃจํŒก
์˜๊ตญ, 3,800์–ต ํŒŒ์šด๋“œ ๊ทœ๋ชจ ์‚ฌ์ด์ฆˆ์›ฐ C ์›์ „ ์ตœ์ข… ์Šน์ธ

์˜๊ตญ ์ •๋ถ€๋Š” ์ž๊ตญ์˜ ์—๋„ˆ์ง€ ๋ฐ ๊ธฐํ›„ ๋ชฉํ‘œ ๋‹ฌ์„ฑ์— ํ•ต์‹ฌ์ ์ธ ์—ญํ• ์„ ํ•  ์‚ฌ์ด์ฆˆ์›ฐ C(Sizewell C) ์›์ž๋ ฅ ๋ฐœ์ „์†Œ ํ”„๋กœ์ ํŠธ์— ๋Œ€ํ•ด ์ตœ์ข… ํˆฌ์ž ๊ฒฐ์ •์„ ๋‚ด๋ ธ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” ์ด 380์–ต ํŒŒ์šด๋“œ(์•ฝ 510์–ต ๋‹ฌ๋Ÿฌ) ๊ทœ๋ชจ์— ๋‹ฌํ•œ๋‹ค.

์˜๊ตญ ์ •๋ถ€๋Š” ์•ฝ 45%์˜ ์†Œ์ˆ˜ ์ง€๋ถ„(minority stake)์„ ์œ ์ง€ํ•˜๋ฉฐ, ๋‹ค๋ฅธ ์ฃผ์š” ํˆฌ์ž์ž๋กœ๋Š” ํ”„๋ž‘์Šค ๊ตญ์˜ ์ „๋ ฅํšŒ์‚ฌ EDF(Electricitรฉ de France SA), ์บ๋‚˜๋‹ค์˜ ์—ฐ๊ธฐ๊ธˆ ์šด์šฉ๊ธฐ๊ด€ Caisse de Dรฉpรดt et Placement du Quรฉbec, Centrica Plc, Amber Infrastructure Group Ltd๊ฐ€ ํฌํ•จ๋œ๋‹ค.

์ •๋ถ€๋Š” ๋ฏผ๊ฐ„ ํˆฌ์ž์ž๋“ค์˜ ๋Œ€๊ทœ๋ชจ ์ฐธ์—ฌ๋ฅผ ์˜๊ตญ ๋‚ด ํˆฌ์ž ์œ ์น˜ ๋ฐ ๊ฒฝ์ œ ์„ฑ์žฅ์˜ ์ฃผ์š” ์„ฑ๊ณผ๋กœ ํ‰๊ฐ€ํ•˜๊ณ  ์žˆ๋‹ค.

https://www.bloomberg.com/news/articles/2025-07-22/uk-approves-landmark-38-billion-sizewell-c-nuclear-plant?taid=687f2d9e33d1490001c9610c&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
โค2๐Ÿ–•2๐Ÿ’ฉ1
Forwarded from Buff
๋Œ€์ฃผ์ฃผ ์–‘๋„์„ธ ๊ธฐ์ค€ ๋ณต๊ตฌ, ์‚ฌ์‹ค์ƒ ํˆฌ์ž ์›๊ธˆ์ธ ๊ฐ์•ก๋ฐฐ๋‹น์— ๊ฐ์„ธ?
=> ์ด๊ฑด '์‹ค์งˆ์  ์žฌ๋ช…์„ธ'๋ผ๊ณ  ๋ด…๋‹ˆ๋‹ค.

'์‹ค์งˆ์  ์žฌ๋ช…์„ธ' ๋ถ€ํ™œ ์ ˆ๋Œ€ ๋ฐ˜๋Œ€ํ•ฉ๋‹ˆ๋‹ค.
๐Ÿ‘58๐Ÿ’ฉ5๐Ÿ–•4โค1
โ”” ์ด ๋ถ„ ๋“œ๋Ÿผํ†ต ๋ฒˆํ˜ธํ‘œ ๋ฝ‘์•„์„œ ๋“œ๋ฆฌ์„ธ์š”
๐Ÿ’ฏ38๐Ÿ˜6๐Ÿ–•43๐Ÿ’ฉ2
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๋ฒ„ํ”„๋‹˜ ์ œ โค๏ธ ๋ฐ›์œผ์„ธ์šง
๐Ÿ˜ฑ18โค8๐Ÿ–•5๐Ÿคฎ3๐Ÿ’ฉ1
ํฅํฅ... ๋‚œ ๋ณ€๊ธฐ์ฒญ์†Œ๋Š” ์•ˆ์‹œ์ผฐ๋Š”๋Ž…๋Ž…๋Ž…
๐Ÿ‘29โค4๐Ÿ’ฉ44๐Ÿ–•1
์™ธ์‹ ์—์„œ๋Š” 1970๋…„๋Œ€ ์ดํ›„ ๋ฏธ๊ตญ์ด ๋ฐœ์ฃผํ•œ ์ฒซ LNG์„ ์ด๋ผ๋Š” ์  + ์„ ๋ฐ• ๊ฑด์กฐ๋Š” ๊ฑฐ์ œ๋„์—์„œ ์ด๋ฃจ์–ด์ง„๋‹ค๋Š” ๋ถ€๋ถ„์„ ๋ถ€๊ฐ

Hanwha Shipping said the ship โ€œwill be constructed with advanced technology and propulsion systems and represent the first US-ordered, export-market-viable LNG carrier in almost 50 years, dating back to the late 1970sโ€.

Under this contract, Hanwha Ocean will be transferring its shipbuilding knowledge and expertise to Hanwha Philly Shipyard, which plans to build commercial and high-value-added vessels.
Hanwha Shipping said most of the construction of the ship will be done at Hanwha Oceanโ€™s Koje shipyard in South Korea.

https://www.tradewindsnews.com/shipyards/first-lng-carrier-newbuilding-in-half-a-century-ordered-at-a-us-shipyard/2-1-1848733
โค8๐Ÿ–•3
์ฒœ์กฐ๊ตญ ์ƒˆ๋ฒฝ
10๐Ÿ”ฅ73๐Ÿ—ฟ2โค1๐Ÿ–•1
๋‚˜์Šค๋‹ฅ ํ‘น์ฐ
๐Ÿคฎ16๐ŸŽ‰4๐Ÿ‘2๐Ÿ”ฅ2๐Ÿ–•1
๊ฐ‘์งˆ๋„ ์‹ ๋ฐ•ํ•˜๊ฒŒ ํ•˜๋„ค ใ…Žใ…Žใ…Ž
๊ถŒ๋ ฅ์— ๋ˆˆ์ด ๋ฉ€๋ฉด ์ด๋ ‡๊ฒŒ ๊นŒ์ง€ ํ•˜๋Š”๊ฑด๊ฐ€?

https://www.youtube.com/watch?v=EYdAiU7HclI
๐Ÿคฌ49๐Ÿฅฐ5๐Ÿ™Š3๐Ÿ‘2๐Ÿคฎ2๐Ÿ˜ข1๐Ÿ–•1
โ”” ์žฌ๋ช…์ด ๋˜ฅ์ค„ ํƒ€๊ฒƒ๋„ค. ์•„๋ฌด๊ฒƒ๋„ ์•ˆํ•˜๊ณ  ์šฐ๋ฆฌ๋ž‘ ๋˜‘๊ฐ™์€ 25%๋ฉด ๋ฉดํ”ผ๊ฐ€ ๋ ํ…๋ฐ ์ผ๋ณธ์ด 15%๋ฉด ์šฐ๋ฆฌ๋‚˜๋ผ๋„ ๋น„์Šทํ•˜๊ฒŒ ๋งž์ถฐ์•ผ๋ ํ…๋ฐ...
๐Ÿ˜43๐Ÿ–•7๐Ÿฅฐ4๐Ÿค”2
HDํ˜„๋Œ€์ผ๋ ‰ํŠธ๋ฆญ : Tp up
๐Ÿ–•6โค1
[์‹ ํ•œํˆฌ์ž์ฆ๊ถŒ ์œ ํ‹ธ๋ฆฌํ‹ฐ/์‹ ์—๋„ˆ์ง€ ์ตœ๊ทœํ—Œ]

โ–ถ๏ธ๋‘์‚ฐ์—๋„ˆ๋นŒ๋ฆฌํ‹ฐ(ํˆฌ์ž์˜๊ฒฌ '๋งค์ˆ˜' ์œ ์ง€, ๋ชฉํ‘œ์ฃผ๊ฐ€ '100,000์›' ์ƒํ–ฅ)

โ—†2Q25 Pre: ๋‹ค์Œ ์‹œ์„ธ ๋ถ„์ถœ์„ ๊ธฐ๋‹ค๋ฆฌ๋ฉฐ
(์›๋ฌธ ๋งํฌ: https://buly.kr/3COI0U0 )

โ—‡์‹ ํ•œ์ƒ๊ฐ: ํ˜ธํก์€ ํŠธ์˜€๊ณ , ์ƒ์Šน ์—๋„ˆ์ง€๊ฐ€ ๋‹ค์‹œ ์‘์ถ•๋˜๊ณ  ์žˆ๋‹ค.
โ—‡2Q25 Pre: ์ˆซ์ž๋„ ์ค‘์š”ํ•˜์ง€๋งŒ ๋‚ด์šฉ์ด ๋”์šฑ ์ค‘์š”ํ•œ ์‹œ๊ธฐ
โ—‡Valuation & Risk: ์„ฑ์žฅ ์‚ฌ์—… ์‹ ๊ทœ ์ˆ˜์ฃผ๊ฐ€ ํ•ด๊ฒฐํ•  ๋‘ ๊ฐ€์ง€ ๊ณ ๋ฏผ

์‹ ํ•œ ์œ ํ‹ธ๋ฆฌํ‹ฐ/์‹ ์—๋„ˆ์ง€ ํ…”๋ ˆ ์ฑ„๋„: https://t.iss.one/ShinhanUtilityNewEnergy
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์œ„ ๋‚ด์šฉ์€ 2025๋…„ 07์›” 23์ผ 07์‹œ 49๋ถ„ ํ˜„์žฌ ์กฐ์‚ฌ๋ถ„์„์ž๋ฃŒ ๊ณตํ‘œ ์Šน์ธ์ด ์™„๋ฃŒ๋˜์—ˆ์Šต๋‹ˆ๋‹ค.
๐Ÿ–•3
๋ฌด์Šจ ๊ฐ€์ •์„ ํ•˜๋“  ์›์ „ ์‹œ์žฅ์€ ํญ๋ฐœ
๐Ÿ‘11โค3๐Ÿ–•2