{"axis":{"id":"thesis_battery_minerals","name":"배터리 광물·리사이클링 사이클","proposition":"광물 가격 반등이 리사이클링 경제성을 흑자로 전환시키는지 추적한다. 폐배터리·배터리 여권 규제가 수익 구조의 두 번째 변수다.","status":"active","born_at":"2026-08-12T02:01:46.720271+00:00","parent":"battery","criteria_version":"v0.1"},"claims":[{"thesis_id":"thesis_battery_minerals","statement":"2027-06-30까지 국내 배터리 리사이클링 업체 1곳 이상이 분기 흑자 전환을 공시한다.","verify_at":"2027-06-30","result":null,"criteria_version":"v0.1"},{"thesis_id":"thesis_battery_minerals","statement":"2027-12-31까지 EU 배터리 여권에 대응하는 국내 제도(인증·순환 규제) 확정이 1건 이상 나온다.","verify_at":"2027-12-31","result":null,"criteria_version":"v0.1"}],"evidence":[{"id":1238,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-15T13:05:15.262065+00:00","assigner_version":"as_v0.1","one_line_summary":"고려아연이 미국의 핵심광물 공급망 재편에서 주요 파트너로 부상하며 74억 달러 규모 제련소 프로젝트 추진","link":"https://www.seoul.co.kr/news/newsView.php?id=20260810500169","published_at":"2026-08-10T06:51:16+00:00"},{"id":1248,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-15T13:05:15.262065+00:00","assigner_version":"as_v0.1","one_line_summary":"미국이 호주 희토류 채굴업체 Sunrise Energy에 4억 달러 대출을 지원해 중국 의존도를 낮춘다.","link":"https://www.ft.com/content/d88b7e46-6806-4286-94d7-3bb16facee41?syn-25a6b1a6=1","published_at":"2026-08-10T04:37:49+00:00"},{"id":1265,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-15T13:05:15.262065+00:00","assigner_version":"as_v0.1","one_line_summary":"미 국방부가 호주 스칸듐 광산 개발 계획을 지원하며 중국의 희토류 지배력에 대응한다.","link":"https://www.cnbc.com/2026/08/10/rare-earths-sunrise-energy-metals-trump-cina.html","published_at":"2026-08-10T11:44:14+00:00"},{"id":1203,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-15T13:04:39.567229+00:00","assigner_version":"as_v0.1","one_line_summary":"미국의 30억달러 핵심광물 정책으로 한국연금과 포스코가 중국 비의존 공급망 구축의 중심 역할이 기대된다.","link":"https://www.koreaherald.com/article/10836241","published_at":"2026-08-10T06:19:57+00:00"},{"id":1207,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-15T13:04:39.567229+00:00","assigner_version":"as_v0.1","one_line_summary":"스피어가 싱가포르 종속회사 주식 118억원을 추가취득하여 니켈·코발트 사업을 확대한다.","link":"https://www.yna.co.kr/view/AKR20260810111100008","published_at":"2026-08-10T06:51:55+00:00"},{"id":1211,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-15T13:04:39.567229+00:00","assigner_version":"as_v0.1","one_line_summary":"고려아연이 미국 상무장관의 투자 활성화 사례 언급에 11% 넘게 상승했다.","link":"https://www.yna.co.kr/view/AKR20260810028951008","published_at":"2026-08-10T06:40:56+00:00"},{"id":1095,"thesis_id":"thesis_battery_minerals","stance":"context","weight":2,"assigned_at":"2026-08-15T01:05:11.183515+00:00","assigner_version":"as_v0.1","one_line_summary":"미국이 중국산 광물 의존 탈피를 위해 4조원 규모 투자 계획을 발표했고 고려아연 제련소 언급했다.","link":"https://www.chosun.com/economy/industry-company/2026/08/08/IHIKWQQHSVA5DCEFMH4K4UF2NE/","published_at":"2026-08-08T02:31:24+00:00"},{"id":1048,"thesis_id":"thesis_battery_minerals","stance":"support","weight":2,"assigned_at":"2026-08-14T13:04:58.201203+00:00","assigner_version":"as_v0.1","one_line_summary":"알베말이 2분기 실적에서 리튬 가격 강세로 예상을 상회함","link":"https://news.google.com/rss/articles/CBMioAFBVV95cUxOSVd4bFlsTlpKQzMtTWRVSTZtTl85NXJjUnk4dTZrQVduNWg0MHlLcVljTkVEeXphdHBHVm5WckhSQThKenozX29oOFBvbTNVTE5lMHdOaFhxenhKYk5EcGVhYTk0bnlROGdQZEYzV0lQOE1IVlVFV0xwYjduS1BYUE1BN3pqb0ljdTdKUFRDZGp5cnA2X2xFZHNmTGk4QWpX?oc=5","published_at":"2026-08-06T20:28:02+00:00"},{"id":1045,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-14T13:04:40.586721+00:00","assigner_version":"as_v0.1","one_line_summary":"American Battery Technology가 토노파 플랫스 리튬 프로젝트 커뮤니티 설명회를 개최함","link":"https://news.google.com/rss/articles/CBMi3AFBVV95cUxOb2x4STNYSlUyY01uaV9aYUU1b3Y1NTZtaUdadXc2UDY1M0FzMXZRNVhIWnpYdlRKN3hvMW5WUzE2RzdPdHlvbC02bVpTcmVTU2tsY3Y2VmptR2VTSE54bzY4Vnlwdk5BRW5JUHVXM3l1c2xhU2RuVzU4T2ZMX09VWFdZajJIazBkbDJnNEFmOHE3eDNXVXJpZjJFVDJvMzB4NnVVRkFyVWs2eVNpMlpmZVRaR0lMcUhlcUJqcVVadzZoLUR6SGplZkk3cW4wMkJ4Z01SczlvQ1V2dTNk?oc=5","published_at":"2026-08-09T18:25:04+00:00"},{"id":1040,"thesis_id":"thesis_battery_minerals","stance":"refute","weight":2,"assigned_at":"2026-08-14T13:04:40.586721+00:00","assigner_version":"as_v0.1","one_line_summary":"캘리포니아 리튬밸리가 당초 기대와 달리 성과를 내지 못하고 있음","link":"https://news.google.com/rss/articles/CBMiiAFBVV95cUxNTWVXWWNBNDcyd1JUTFowZWx5Rlh4TEtYLUtxN0otOFRkOGZGVnhnVzJ5R09kdXBjVGRPZ05laWNWUHd4SXZDOEx4Q2ZMUWtpSkFMbEJXb3VMOWhQUTFGU1dsVEZFWkRZcV9CWk9FYVMtOGN2alRVMEtwMk5RX2t3VmlXNkxkbnZi?oc=5","published_at":"2026-08-09T13:30:00+00:00"},{"id":1042,"thesis_id":"thesis_battery_minerals","stance":"support","weight":3,"assigned_at":"2026-08-14T13:04:40.586721+00:00","assigner_version":"as_v0.1","one_line_summary":"알베말 분기 실적이 예상을 크게 상회하며 리튬의 중요성이 재확인됨","link":"https://news.google.com/rss/articles/CBMimwFBVV95cUxPTEVPelhOT2FjbVo5a1BzZk9DZzFhRWRDMS1vWTJsejFaQmlrYmlmZzNRbjN3UnJvbkpLbVIyTjZvb1JMeGIwUlZCdzB6d1VZUnQzV2ZyWnhSTjFVYXIzZnk5MHFTRm5xZ3ZYWDVvUFR5RTg2S0pLYlE3allDbF80MW9PUm03M291TzJ6U181M0oxYUJBbk9weEFDSQ?oc=5","published_at":"2026-08-09T16:21:49+00:00"},{"id":938,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-14T01:06:04.484015+00:00","assigner_version":"as_v0.1","one_line_summary":"고려아연이 미국 상무장관 언급에 따라 장 초반 8%대 강세를 보였다.","link":"https://www.yna.co.kr/view/AKR20260810028900008","published_at":"2026-08-10T00:10:34+00:00"},{"id":889,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-14T01:05:17.086416+00:00","assigner_version":"as_v0.1","one_line_summary":"고려아연이 미국 행정부의 핵심 광물 프로젝트 투자 사례로 언급되며 주가 급등","link":"https://www.etoday.co.kr/news/view/2612622","published_at":"2026-08-10T00:19:00+00:00"},{"id":869,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-14T01:04:44.630222+00:00","assigner_version":"as_v0.1","one_line_summary":"배터리 소재 기업 에코프로비엠이 1.2조원 규모 유상증자 정정 신고서 제출","link":"https://www.yna.co.kr/view/AKR20260809043800003","published_at":"2026-08-09T10:09:37+00:00"},{"id":870,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-14T01:04:44.630222+00:00","assigner_version":"as_v0.1","one_line_summary":"에코프로비엠이 1조2천억원 규모의 유상증자 관련 정정 신고서를 제출했다.","link":"https://www.yna.co.kr/view/AKR20260809043800003","published_at":"2026-08-09T10:09:37+00:00"},{"id":871,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-14T01:04:44.630222+00:00","assigner_version":"as_v0.1","one_line_summary":"에코프로비엠이 1조2000억원 규모의 유상증자 계획은 유지하며 자금 사용처를 구체화한 정정 신고서를 제출했다.","link":"https://www.chosun.com/economy/industry-company/2026/08/09/HAYGMMDBMM2DQM3BMRRDCZRQGQ/","published_at":"2026-08-09T11:11:08+00:00"},{"id":837,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-13T13:05:32.745155+00:00","assigner_version":"as_v0.1","one_line_summary":"희토류 광물 채광업체 NioCorp가 프로젝트 자금 조달 옵션과 NPV에 대해 신중하게 접근해야 한다.","link":"https://seekingalpha.com/article/4933879-niocorp-cautious-about-the-financing-optionality-and-not-the-2022-project-npv?source=feed_all_articles","published_at":"2026-08-09T10:35:57+00:00"},{"id":840,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-13T13:05:32.745155+00:00","assigner_version":"as_v0.1","one_line_summary":"삼립이 1년 6개월 만에 50여 제품 가격을 평균 9%대 인상","link":"https://www.newsis.com/view/NISX20260809_0003741904","published_at":"2026-08-09T09:16:34+00:00"},{"id":854,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-13T13:05:32.745155+00:00","assigner_version":"as_v0.1","one_line_summary":"ELEKTROS가 리튬과 EV 기술을 강조하며 약 500만 주 거래","link":"https://news.google.com/rss/articles/CBMiugFBVV95cUxNRVV6dV9lcTF2aDdBc2Z5RXpkV0lpNjc0OXl0MkFfYURRd3pfd2JLT3UyMUJTRkc5b3RQek5TVmFVSEROeFhTdENtN3ZEU2tGMXRaeUtmM3ExUFdtZjBUMFM3YmFCc3VOd3hrQl9jOUx2WkJlX3NzbDZPbkg0V2Z1R3pmNnI4ZkNGSmxnZTdoTUxYRUpEOHZSUlI0SjNray1QTDFTa0RvNGNBLTFlNjVEb2pzdEhjUDZhUWc?oc=5","published_at":"2026-08-09T08:48:38+00:00"},{"id":855,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-13T13:05:32.745155+00:00","assigner_version":"as_v0.1","one_line_summary":"ELEKTROS가 리튬, 핵심 광물, EV 충전 기술을 기반으로 투자자 프로필을 확대","link":"https://news.google.com/rss/articles/CBMiuAJBVV95cUxOeXNHdkN1OVZFaFBmWGZYdzl1S09lMWY1RTF4cEE4cjd0TWliR05aUERuVzNYVlgyOXF4emVNUWRJcjExNnZfaGdPSVQwTmR0QkxONno3aDd4Wi1GM2tMV3JwdHZvTlN0ZVUzN1p3d2hrUEVSNGRNVUNobDZEYmRtM2J2SWNRRU9vLVgtMVZVUnRmUXc5VzVjcjY4SXFkekMyanE4SGFZa1hIVEpNUHFfVktNaHZOWjhseVo2MHcyVFFGbWRXLUg5OXNBUTI2US1GTlhiVjF0Y3hWMEFPWS1TNldEaVg4al9vTUpvQ1hIMkJhRFFrLXpINE1tSHdyMDVZTUN4cWxPRXN1S21LUEx4bnhBYU5lb0pJdGFCQnE1WC1JYThzeWJOWW11WWotOXZzSFFtdGdzMHM?oc=5","published_at":"2026-08-09T01:18:00+00:00"},{"id":856,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-13T13:05:32.745155+00:00","assigner_version":"as_v0.1","one_line_summary":"ELEKTROS가 하드락 리튬, 핵심 광물, 첨단 EV 충전 기술 전략을 기반으로 시장 모멘텀 구축","link":"https://news.google.com/rss/articles/CBMivgJBVV95cUxOcWpKTk56ZHE2TTVPTTBpdk9OaDAtSXkwWFpMMDU5dmVROXRvbDgtcDZvVWtzTEdvZVo5NFRMVXlDQll6U3Fnakx1a05oMU9wcW9ScDF1MHkyTnpjRV9WOG9KdEJaVFMya29kYXpqS01weVpiX05qOWlIQzh0c3NSMEJWdHhUcnVXUEpGNHg5ZmUwNEU3dlRmcWpiXzBQajU1SEFfNHNrVC1tUEotV25tQmhBTnJLcDVvNHk2alBtZ1JTTmduVlpKREU4WGtDelFmQm5qekJxN1lUWVZQb01lRU9ZRDJGSTRtUnhPaW1ld2JLSHV1VGM0R1pIb2RVdWhOZzJyR2hFT3h2SmJnNTRaWXFPS3hqTUNjSnJESlFqVGVUYUR6MkEyT1RJaXlVeWlVUm9XUXJBYzE3MGRneEE?oc=5","published_at":"2026-08-09T01:26:00+00:00"},{"id":857,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-13T13:05:32.745155+00:00","assigner_version":"as_v0.1","one_line_summary":"Lithium Americas가 1억 7500만 달러 규모의 후순위채를 발행","link":"https://news.google.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?oc=5","published_at":"2026-08-09T07:31:03+00:00"},{"id":858,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-13T13:05:32.745155+00:00","assigner_version":"as_v0.1","one_line_summary":"ELEKTROS가 리튬, 핵심 광물, EV 충전 기술 중심으로 투자자층을 확대하며 성장 모멘텀 강화","link":"https://news.google.com/rss/articles/CBMiwwJBVV95cUxNMGV4a1dqQmo1RW5SZDBUdld0Z1VHMXF4ZGVhemozVGp0cWM2WDd5QXFKdHJMOUpfRE5QczE2LThZcHYxaTkxck5SUkhjanJKbGRSSW5NVy1mOWhPRm5WNFczZzdaWVhaWDVKNkJVMEdMdEZmUzdUZ1RWck5jdnI5a0otOGpWMDZpRDRWczVsdlRLNW90S3NVZEtHTWRuX1NpZklTenBIRGdpdF9vQUJ0b2RpMHQ0aTAyejhSQ2ZDNmViU09ZeGplMjJieTZOX2RBN3g4V3NsaGtKZDJBZGhrNHFVX0NxMUEtaXVvQlJZdF9Sc1l4WFpJamREM2NPZi1mbThfeGtsdjJJbWQ5eHpFaXQ5WTFiQmx6Q2c3dG8yMUFuUjYwM3RhXzlvVG45bkIzYVNrTURWZFdOalVwODJUQm9NMA?oc=5","published_at":"2026-08-09T01:40:00+00:00"},{"id":859,"thesis_id":"thesis_battery_minerals","stance":"support","weight":2,"assigned_at":"2026-08-13T13:05:32.745155+00:00","assigner_version":"as_v0.1","one_line_summary":"Albemarle의 2분기 순이익이 높은 리튬 가격으로 20배 급증","link":"https://news.google.com/rss/articles/CBMiqgFBVV95cUxOUnpST0wybFZza05zT09NaE9mcUt3UUVQNG82bFVoUmpqMUMxVkNaZEx4WVpTTHhFQ3k5OC1rNXpXeC1VV2FIMWFQZENpVFFESzlyVFlsX1RYM19lRVNCZHE2OENITlplemhhOTFtcVNqNGN3dlhEVEw2NFpNVjlTRzlKOXZTbzJQd0tNdlNObFNsRXVxa0NWOS0wckRrRkNZZjVHTTFDZWZKZw?oc=5","published_at":"2026-08-06T19:42:27+00:00"},{"id":805,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-13T13:04:54.67975+00:00","assigner_version":"as_v0.1","one_line_summary":"에코프로비엠이 자진 정정하며 유증심사가 또 밀린다.","link":"https://www.sedaily.com/article/20077369","published_at":"2026-08-09T08:55:30+00:00"},{"id":807,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-13T13:04:54.67975+00:00","assigner_version":"as_v0.1","one_line_summary":"중국산 배터리값 하락으로 전기차가 하이브리드차보다 저렴해졌다.","link":"https://www.sedaily.com/article/20077366","published_at":"2026-08-09T08:53:14+00:00"},{"id":812,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-13T13:04:54.67975+00:00","assigner_version":"as_v0.1","one_line_summary":"에코프로비엠이 1조 2천억원 유상증자 규모를 유지하면서 자금 사용 계획을 보강한 정정 신고서를 제출했다.","link":"https://www.yna.co.kr/view/AKR20260809043800003","published_at":"2026-08-09T10:09:37+00:00"},{"id":818,"thesis_id":"thesis_battery_minerals","stance":"support","weight":2,"assigned_at":"2026-08-13T13:04:54.67975+00:00","assigner_version":"as_v0.1","one_line_summary":"에코프로비엠이 1조 2000억 원 유상증자 정정신고서를 제출하고 니켈 제련소 투자 구체화","link":"https://view.asiae.co.kr/article/2026080919530635627","published_at":"2026-08-09T10:53:06+00:00"},{"id":763,"thesis_id":"thesis_battery_minerals","stance":"context","weight":1,"assigned_at":"2026-08-13T13:04:08.313662+00:00","assigner_version":"as_v0.1","one_line_summary":"고려아연이 미국 테네시주의 통합 제련소 '프로젝트 크루서블' 성공을 위해 현지에 인력을 파견하고 있다.","link":"https://www.etnews.com/20260807000235","published_at":"2026-08-09T08:00:00+00:00"},{"id":791,"thesis_id":"thesis_battery_minerals","stance":"support","weight":2,"assigned_at":"2026-08-13T13:04:08.313662+00:00","assigner_version":"as_v0.1","one_line_summary":"에코프로비엠이 1조2000억원 유상증자 규모를 유지하며 인도네시아 니켈 제련소 투자 계획을 구체화했다.","link":"https://biz.heraldcorp.com/article/10835229","published_at":"2026-08-09T20:51:26+00:00"}],"articles":[]}