首页 > 市场调查报告书 > 能源/环境

电池环境趋势

市场调查报告书

商品编码

1304558

全球锂离子电池回收市场 - 2023-2030

Global Lithium-Ion Battery Recycling Market - 2023-2030

出版日期: 2023年07月07日 | 出版商:

DataM Intelligence | 英文 205 Pages | 商品交期: 约2个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

市场概述

全球锂离子电池回收市场规模在2022年达到61亿美元，预计到2030年将达到204亿美元，2023-2030年的复合年增长率为22.3%。锂离子电池已在便携式电子产品、电动汽车、军事和航空航天应用中得到普及。电池技术的进步以及维护要求的降低推动了电动汽车的发展。

然而，随着锂离子电池在消费品中的使用量不断增加，需要进行回收以防止潜在的危险，如爆炸和不当处置。锂离子电池回收需求受多种因素驱动，包括电动汽车开发投资和促进电池回收的激励措施。回收过程对于降低与这些电池处置相关的风险至关重要。

北美洲在全球锂离子电池回收市场中增长显著，占市场份额的五分之一以上。这一增长可归因于大量的政府投资和该地区的合作研发努力。在各种技术领域中，湿法冶金工艺增长迅速。该细分市场接近占据技术细分市场约三分之一的市场份额。水冶技术因其更高的安全性和回收率而备受青睐。

市场动态

技术进步和新型锂离子电池回收装置数量增加

自20世纪90年代问世以来，锂离子电池的成本一直是其应用的主要障碍。最先进的锂离子电池的许多组件都是以补贴价格提供的。然而，最近的发现以及锂离子电池制造商和汽车制造商的声明预测，这些电池的价格将大幅下降，为主要参与者创造了未来发展的机会。由于大规模生产、零部件价格下降和电池容量技术的发展，锂电池的价格正在下降。

据预测，锂电池价格的下降将推动可再生能源存储领域的发展，锂离子电池的性能有望超过所有其他可充电电池。反过来，这一事实也可能提高对废旧锂离子电池的回收需求。例如，2021年7月23日，印度建造了最大的3GWh锂离子电池制造和回收工厂。该工厂每年可生产1GWh/1,000 MWh电池，回收2GWh/2,000 MWh电池。

不断增加的应用和投资

近年来，电动汽车（EV）的销量一直在大幅增长。电动汽车需求的增长可归因于几个因素，包括环保意识、政府激励措施和技术进步。2021年，电动汽车销量增长了40%。此外，中国是电动汽车锂离子电池市场的第一大国，占全球电动汽车销量的40%左右。因此，这些终端用户和锂离子电池制造数量的增长正在引发全球回收设备市场的发展。

此外，各家公司正试图采用新的方法来降低回收厂的工艺成本，并解决环境污染问题。此外，电动汽车关键企业也在为改善电动汽车锂离子电池回收做出贡献。例如，2021年1月26日，芬兰富腾集团（Fortum）宣布，将根据芬兰国家电池政策，开展电池回收活动。富腾计划于2021年2月在芬兰Ikaalinen开设一家新的机械回收处理厂。

高投资成本

锂离子电池设施的建立需要在技术收集、运输和资源管理方面进行高额投资。印度等国仍处于起步阶段，因为回收商甚至在B2B领域都举步维艰。然而，在未来几年内，B2C仍将是一个遥远的现实。因此，印度的回收成本仍然是锂离子电池回收市场增长的主要阻碍因素。

然而，在印度，锂离子电池回收成本约为每公斤1.20-1.33美元（每公斤90-100卢比）。此外，根据2020年的新闻稿，电池电动汽车的最终使用汽车电池组价值为每千克4.0美元（每千克3.3英镑），插电式混合动力电动汽车为每千克2.6美元（每千克2.2英镑）。但英国的原始设备制造商要为出口加工的锂离子电池支付每公斤3.6-9.8美元（每公斤3-8英镑）的回收费用，回收的材料必须重新购买才能再利用。因此，与投资相比，利润率极低。

COVID-19影响分析

COVID-19大流行对能源行业和其他生活领域产生了长期影响。在COVID-19危机期间，保持电力供应的连续性以满足不同行业的需求并服务于消费者的需求是电力和公用事业供应商面临的主要问题。

由于安全和距离标准的要求，该行业需要的工人数量减少，严格的卫生要求直接影响到现场工人和操作。需求减少带来了技术问题，系统工程师试图达到供电电压和无功水平，以避免配电级无功停机的风险。

此外，由于COVID-19疫情的爆发，其他行业，如船舶行业，也面临着市场份额减少的问题，这阻碍了锂离子回收市场的发展。此外，COVID-19对电力行业的影响也阻碍了锂离子电池回收，因为电力行业是锂离子电池回收市场的主要终端用户之一。

然而，大多数国家正在恢复其生产装置，印度、美国、中国和其他发展中国家的疫苗接种率也在不断提高，这使得对锂电池相关产品的需求升级。生产单位的重新开放和跨境贸易的重新开放减少了供应链中断的问题，导致近期市场重获动力，并有望在预测期内实现该产品的预期市场潜力。

Market Overview

The Global Lithium-Ion Battery Recycling Market reached US$ 6.1 billion in 2022 and is expected to reach US$ 20.4 billion by 2030, growing with a CAGR of 22.3% during the forecast period 2023-2030. Lithium-ion batteries have become popular in portable electronics, electric vehicles, and military and aerospace applications. The advancement of battery technology, coupled with reduced maintenance requirements, has fueled the growth of electric vehicles.

However, with the increasing usage of lithium-ion batteries in consumer products, recycling is needed to prevent potential hazards, such as explosions and improper disposal. The demand for lithium-ion battery recycling is driven by several factors, including investments in electric vehicle development and incentives to promote battery recycling. The recycling process becomes crucial to mitigate the risks associated with the disposal of these batteries.

North America is experiencing significant growth in the global lithium-ion battery recycling market, accounting for more than one-fifth of the market share. The growth can be attributed to substantial government investments and the region's collaborative research and development efforts. Among the various technology segments, the hydrometallurgy process is witnessing rapid growth. The respective segment is close to capturing approximately one-third of the market share in the technology segment. Hydrometallurgy is favored due to its enhanced safety measures and high recovery rate.

Market Dynamics

Technological Advancements and Increasing Number of New Lithium-Ion Battery Recycling Units

Since its introduction in the 1990s, the cost of lithium-ion batteries has been a major barrier to adoption. Many components of a state-of-the-art lithium-ion battery are given at subsidized prices. However, recent discoveries and claims made by lithium-ion battery manufacturers and automotive manufacturers predict that the prices of these batteries will drop significantly, creating opportunities for key players to grow in the future. Pricing is falling due to large-scale manufacturing, decreasing component prices and battery capacity technologies.

The falling prices of lithium batteries are predicted to fuel the expansion of the renewable energy storage sector, with lithium-ion batteries expected to outperform all other rechargeable batteries. The respective fact, in turn, is likely to raise the demand for used lithium-ion batteries to be recycled. For instance, on July 23, 2021, India constructed its largest 3 GWh Li-ion battery manufacturing and recycling factory. The respective factory integrates battery manufacturing capacity of 1 GWh/ 1,000 MWh and 2GWh/ 2,000 MWh of recycling per annum.

Increasing Adoption and Investment

The sales of electric vehicles (EVs) have been experiencing significant growth in recent years. The increasing demand for EVs can be attributed to several factors, including environmental consciousness, government incentives, and technological advancements. EV sales increased by 40% in 2021. Furthermore, China topped the lithium-ion batteries for the electric vehicle market and the country accounts for around 40% of the global sale of the electric vehicle. Thus, these rising numbers of end-users and Li-ion battery manufacturing are triggering the global recycling plants' market.

Additionally, various companies are trying to bring a new approach to drop down the process cost of a recycling plant and combat environmental pollution. In addition EV key players are also contributing to improving EVs lithium-ion batteries recycling. For instance, on January 26, 2021, Fortum has announced the development of its battery recycling activities in line with the announcement of Finland's national battery policy. Fortum plans to open a new mechanical recycling processing plant in Ikaalinen, Finland, in February 2021.

High Investment Cost

Lithium-ion battery facility setup requires high investment in technology collection, transportation and management of resources. Country like India is still in the initial phase as the recyclers struggle even in the B2B segment. However, B2C would remain a distant reality for the next few years. Thus the cost of recycling in India remained a major hindrance factor for the growth of the Lithium-ion battery recycling market.

However, in India, lithium-ion battery recycling costs around US$ 1.20 -1.33 per Kg (Rs. 90-100 per Kg). Furthermore, As per the 2020 press release, The value of end-of-use automotive packs is US$ 4.0 per Kg (£3.3 per Kg) for battery electric vehicles and US$ 2.6 per Kg (£2.2 per Kg) for plug-in hybrid electric vehicles. But UK-based OEMs are paying US$ 3.6- 9.8 per Kg (£3-8 per Kg) in recycling charges for Li-ion batteries that are exported for processing, with recovered materials having to be repurchased before they can be reused. Therfore, the profile margins are extreme shown compared to the investment.

COVID-19 Impact Analysis

The COVID-19 pandemic has had a long-term impact on the energy sector and other areas of life. During the COVID-19 crisis, maintaining the continuity of power supply to various industry needs and serving the needs of consumers was a major issue for power and utility providers.

The need for fewer workers in this sector has been imposed by safety and distance standards and the need for strict hygiene directly impacts field workers and operations. The reduced demand has created technical issues, with system engineers attempting to reach supply voltage and reactive levels to avoid the risk of reactive shutdowns at distribution levels.

Furthermore, other sectors, such as marine industries, have also faced market share reduction due to the COVID-19 outbreak, which hampers the lithium-ion recycling market. Additionally, the impact on the power sector due to COVID-19 has also hampered lithium-ion battery recycling as it is one of the major end-users for the market.

However, most countries are regaining their production units and increasing vaccination in countries like India, the U.S., China and other developing countries have escalated the demand for products involving lithium batteries. The reopening of production units and reopening of cross-border trading has reduced supply chain disruption problems leading to regaining the market momentum in recent times and expected to achieve the expected market potential for the product in the forecast period.

Segment Analysis

The Global Lithium-Ion Battery Recycling Market is segmented based on battery chemistry, technology, end-user and region.

High Energy Density and Availability in Various Configurations

Because of the substantial price drop in recent years, since 2015, there has been an upsurge in the use of NMC batteries in the automotive sector. NMC batteries will be used in mass-produced electric vehicles, according to major global automakers. Tesla, for example, employs CATL's LiNi0.6Mn0.2Co0.2O2 (NMC622) batteries in China (Shirouzu och Lienert 2020). NMC batteries (LiNi1/3Mn1/3Co1/3O2 (NMC111), LiNi0.6Mn0.2Co0.2O2 (NMC622), LiNi0.8Mn0.1Co0.1O2 (NMC811)) are purchased by both Tesla and Audi from LG Chem (Shirouzu och Lienert 2020). (LG Chem 2020).

NMC batteries have a high energy density and are available in various configurations, including NMC111 (equal amounts nickel, manganese and cobalt) and NMC532/622. The Chevrolet Bolt and Nissan Leaf are two electric vehicles that employ these batteries. The Lithium-Nickel Manganese Cobalt (NMC) segment in the Global Lithium-Ion Battery Recycling Market was valued at US$ 4.4 billion in 2022.

Due to its widespread use in applications such as e-bikes and other electric powertrains, the lithium nickel manganese cobalt category is expected to hold a healthy proportion of the market. NMC batteries, due to their high Cobalt content, are intriguing to recycle. The presence of an established end-of-life battery collecting network is another element driving the segment's growth.

Geographical Analysis

Rapidly Escalating Sales of Electric Vehicles and Energy Storage System for Residential and Commercial Applications

The Asia-Pacific Lithium-Ion Battery Recycling Market was valued at US$ 2.6 billion in 2022. The sales for electric vehicles are rapidly escalating in Asian countries such as Japan, China and South Korea. With the increased market of electric vehicles in Asian economies, lithium-ion batteries will expand simultaneously, improving lithium-ion battery recycling.

For instance, To limit the amount of EV battery waste, an Indian EV manufacturer, eBikeGo, has launched a recycling campaign for their lithium batteries in 2021. The company will take the battery for recycling when the capacity of an electric vehicle's battery drops by around 25%. Recycling Li-ion batteries will help to bring down the pricing of the batteries in the future.

Similarly, the energy storage system for residential and commercial applications further drives the market in the region. Also, China topped the lithium-ion batteries for the electric vehicle market and the country accounts for around 40% of the global sale of electric vehicles.

Thus, these rising numbers of end-users and manufacturing of Li-ion batteries in the region are triggering the recycling plants' market in the region. Government authorities in the region are also promoting the production of electric vehicles and lithium-ion batteries, which is expected to surge the market demand.

Competitive Landscape

The major global players include: Glencore, Raw Materials Company, Umicore, Neometals Ltd, American Manganese Inc., Retriev Technologies, Li-Cycle Corp, SNAM (A subsidiary of Floridienne Group), TES and Duesenfeld GmbH.

Why Purchase the Report?

To visualize the Global Lithium-Ion Battery Recycling Market segmentation based on battery chemistry, technology, end-user and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous lithium-ion battery recycling market-level data points with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as Excel consisting of key products of all the major players.

The Global Lithium-Ion Battery Recycling Market Report Would Provide Approximately 61 Tables, 62 Figures And 205 Pages.

Target Audience 2023

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Battery Chemistry
3.2. Snippet by Technology
3.3. Snippet by End-User
3.4. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Increasing Adoption and Investment
  - 4.1.1.2. Growing Government Policies and EPA Guidelines Regarding the Safe Disposal and Recycling of Batteries
  - 4.1.1.3. Technological Advancements and Increasing Number of New Lithium-Ion Battery Recycling Units
- 4.1.2. Restraints
  - 4.1.2.1. High Investment Cost
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During the Pandemic
6.5. Manufacturers' Strategic Initiatives
6.6. Conclusion

7. By Battery Chemistry

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Chemistry
- 7.1.2. Market Attractiveness Index, By Battery Chemistry
7.2. Lithium-Manganese Oxide (LMO)*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Lithium-Nickel Manganese Cobalt (NMC)
7.4. Lithium-Iron Phosphate (LFP)
7.5. Lithium-Titanate Oxide (LTO)
7.6. Lithium-Nickel Cobalt Aluminum Oxide (NCA)

8. By Technology

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 8.1.2. Market Attractiveness Index, By Technology
8.2. Hydrometallurgy Process*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Pyrometallurgy Process
8.4. Mechanical Process
8.5. Others

9. By End-User

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.1.2. Market Attractiveness Index, By End-User
9.2. Automotive*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. Marine
9.4. Industrial
9.5. Power
9.6. Others

10. By Region

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 10.1.2. Market Attractiveness Index, By Region
10.2. North America
- 10.2.1. Introduction
- 10.2.2. Key Region-Specific Dynamics
- 10.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Chemistry
- 10.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 10.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.2.6.1. The U.S.
  - 10.2.6.2. Canada
  - 10.2.6.3. Mexico
10.3. Europe
- 10.3.1. Introduction
- 10.3.2. Key Region-Specific Dynamics
- 10.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Chemistry
- 10.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 10.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.3.6.1. Germany
  - 10.3.6.2. The UK
  - 10.3.6.3. France
  - 10.3.6.4. Italy
  - 10.3.6.5. Russia
  - 10.3.6.6. Rest of Europe
10.4. South America
- 10.4.1. Introduction
- 10.4.2. Key Region-Specific Dynamics
- 10.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Chemistry
- 10.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 10.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.4.6.1. Brazil
  - 10.4.6.2. Argentina
  - 10.4.6.3. Rest of South America
10.5. Asia-Pacific
- 10.5.1. Introduction
- 10.5.2. Key Region-Specific Dynamics
- 10.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Chemistry
- 10.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 10.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.5.6.1. China
  - 10.5.6.2. India
  - 10.5.6.3. Japan
  - 10.5.6.4. Australia
  - 10.5.6.5. Rest of Asia-Pacific
10.6. Middle East and Africa
- 10.6.1. Introduction
- 10.6.2. Key Region-Specific Dynamics
- 10.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Chemistry
- 10.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology

11. Competitive Landscape

11.1. Competitive Scenario
11.2. Market Positioning/Share Analysis
11.3. Mergers and Acquisitions Analysis

12. Company Profiles

12.1. Glencore*
- 12.1.1. Company Overview
- 12.1.2. Product Portfolio and Description
- 12.1.3. Financial Overview
- 12.1.4. Recent Developments
12.2. Raw Materials Company
12.3. Umicore
12.4. Neometals Ltd
12.5. American Manganese Inc.
12.6. Retriev Technologies
12.7. Li-Cycle Corp
12.8. SNAM (A subsidiary of Floridienne Group)
12.9. TES
12.10. Duesenfeld GmbH

LIST NOT EXHAUSTIVE