마그네슘
마그네슘이란?
마그네슘은 알루미늄 합금 생산에 필요한 재료로 자동차 차체, 차량용 시트 프리엠, 항공기 등의 부품 경량화 작업에 필수 원료.
(한대의 자동차 생산에 필요한 마그네슘은 약 15kg 가량)
마그네슘 관련주가 주목받는 이유
- 전 세계적인 전력난 및 탄소배출 규제로 인한 중국의 마그네슘 생산 감소로 인한 마그네슘 공급량 감소 및 마그네슘 가격 상승으로 마그네슘 대란이 발생.
- 중국의 마그네슘 공급량이 전 세계에 큰 비중을 차지하여 중국의 마그네슘 생산량이 줄어든다면 전 세계 자동차 업계에 큰 타격.
- 유럽의 마그네슘 재고가 12월이면 바닥 날 것이라는 전망이 나오며 EU 집행위에 중국과 협력해달라고 긴급요청하기도 하는 등 전 세계적인 마그네슘 대란이 화제.
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