잊혀진 수소관련주, 다시 살펴보셔야 할 겁니다 / 염현석 머니투데이방송 기자 (2부)

(1) 에너지 인프라와 도시가스 배관의 중요성에 대한 이야기. 현재 도시가스 보급률은 95%이며, LNG 사용을 줄이고 수소 혼소 비율을 높이는 방향으로 나아가야 함.

Discussion on the significance of energy infrastructure and city gas pipelines. The current city gas supply rate is 95%, and there is a need to reduce LNG usage while increasing the ratio of hydrogen-methane mixture.

 

(2) 수소와 LNG의 혼합 사용에 대한 기술적 설명. LNG 발전소에서 수소를 섞어 사용할 수 있으며, 이것이 실현될 경우 수소와 LNG 비율을 1대1로 맞추는 것이 목표.

Technical explanation of the mixed use of hydrogen and LNG. It is possible to blend hydrogen with LNG in power plants, and the goal is to achieve a 11 ratio of hydrogen and LNG.

 

(3) 수소와 LNG의 압력 및 저장 관련 문제에 대한 논의. 수소는 압력이 높아 LNG와는 다른 특성을 가지며, 전국에 깔려 있는 LNG 관을 새로이 교체해야 할 필요가 있음.

Discussion on pressure and storage-related issues of hydrogen and LNG. Hydrogen has a higher pressure compared to LNG, requiring the replacement of existing LNG pipelines nationwide.

 

(4) 수소 산업의 관련 주식 및 투자에 대한 언급. 수소 관련주 중에는 잊혀진 주식들이 많으며, 수소 산업의 성장으로 인해 투자 기회가 열릴 것으로 전망.

Mention of hydrogen-related stocks and investments. Many hydrogen-related stocks have been overlooked, and there is anticipation of investment opportunities with the growth of the hydrogen industry.

 

(5) 과거에 수소 관련주가 급등했던 시점과 현재의 차이에 대한 비교. 수소 산업이 과거와는 다르게 성장하고 있으며, 관련 주식들에 대한 주목이 필요하다는 의견.

Comparison of the past surge in hydrogen-related stocks with the current scenario. The hydrogen industry is growing differently from the past, emphasizing the need for attention to related stocks.