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市场调查报告书
商品编码
1290385
全球石墨电极市场 - 2023-2030年Global Graphite Electrode Market - 2023-2030 |
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全球石墨电极市场在2022年达到81亿美元,预计到2030年将达到130亿美元,在2023-2030年的预测期间,复合年增长率为6.2%。
电弧炉因其成本低、灵活性强、对环境影响小,比传统高炉更受欢迎。电弧炉利用石墨电极来产生炼钢所需的热量。全球钢铁行业已经逐渐转向电弧炉,导致对石墨电极的需求增加。
2022年12月12日,印度GODI公司生产了有史以来第一批5.2 Ah 21700圆柱形锂离子电池,其能量密度为275 Wh/kg,该公司获得了BIS认证,可以销售用国内开发的技术制造的锂离子电池。
根据市场需求,一个本土开发团队开发了电极成分。由于硅的能量密度比石墨高,电动汽车在一次充电的情况下可能有高达15-20%的航程。因此,在2022年,印度占了超过1/4的区域市场份额,预计在预测期内将以显著的复合增长率增长。
向电弧炉的转变也是由淘汰传统的炼钢技术,如露天炉和碱性氧气炉(BOFs)所推动的。这些老技术由于其过时和不太环保的特性,正在被EAF所取代。碱性炉不需要石墨电极,但它们对EAF来说是不可或缺的。因此,随着越来越多的钢铁生产商从传统技术过渡到EAFs,对石墨电极的需求也在增长。
例如,在欧洲,钢铁行业一直在积极减少其碳足迹,EAF的使用正在增加,而BOF正在被逐步淘汰。这种向EAF的过渡导致了该地区对石墨电极需求的激增。
15%的Ionisil替代可以使锂离子电池在实际应用中增加20%的容量,从而增加每次充电可行驶的公里数。这意味着在石墨电极中加入Ionisil可以通过延长电动汽车的行驶里程来促进电动汽车的发展。
因此,该内容表明,在石墨电极中加入Ionisil有可能通过提供改进的锂离子电池性能、增加能量储存能力和提高电动汽车的行驶里程,以有竞争力的成本推动全球石墨电极市场的发展。
原材料价格的波动也会影响针状焦等关键投入品的可用性和供应。如果价格高度不可预测,石墨电极制造商在确保稳定和可靠的原材料供应方面可能面临挑战。这可能会导致生产延迟、交货时间延长和潜在的供应短缺,从而阻碍市场的增长。
当原材料价格出现大幅波动时,石墨电极制造商在为其产品制定稳定价格方面可能面临困难。如果原材料价格大幅上涨,制造商可能会试图通过提高石墨电极的价格将额外成本转嫁给客户。然而,这可能会使终端用户无法负担这些电极,有可能导致需求下降和市场增长放缓。
受大流行病影响的供需动态,加上市场的不确定性,导致了石墨电极行业的价格波动。由于需求减少和供应过剩,价格最初有所下降。然而,随着需求的恢复和供应链挑战的持续,价格开始稳定下来,在某些情况下甚至上升。波动的价格给制造商和消费者在管理成本和规划运营方面带来了挑战。
战争造成的供应中断和不确定性可能导致石墨电极市场的价格波动。价格波动和供应短缺可能会影响严重依赖石墨电极的行业的盈利能力和规划,如钢铁、铝和电动汽车制造。
欧洲是石墨电极的重要消费者,几个主要的钢铁生产国都在该地区。来自俄罗斯或乌克兰的石墨电极供应的任何中断都可能影响欧洲工业及其满足生产需求的能力。这可能促使欧洲消费者从其他地区寻找石墨电极的替代来源,可能导致市场动态的变化。
人工智能可以加速石墨电极行业的研究和开发工作。通过分析大量数据,人工智能算法可以识别新材料,优化电极设计,改善制造工艺,从而提高产品性能和耐用性。人工智能可以在优化石墨电极制造的能源消耗方面发挥作用。通过分析能源使用模式和识别优化的机会,人工智能系统可以帮助降低能源成本,并促进可持续的制造实践。
因此,人工智能有可能彻底改变欧洲和全球的石墨电极市场。它可以加强需求预测,优化生产流程,提高质量控制,简化供应链管理,优化定价策略,加速研发,促进能源效率。
The Global Graphite Electrode Market reached US$ 8.1 billion in 2022 and is expected to reach US$ 13.0 billion by 2030 growing with a CAGR of 6.2% during the forecast period 2023-2030.
Electric arc furnaces have gained popularity over traditional blast furnaces due to their lower cost, flexibility and reduced environmental impact. EAFs utilize graphite electrodes to generate the heat required for steelmaking. The global steel industry has been witnessing a gradual shift towards EAFs, leading to an increased demand for graphite electrodes.
On December 12, 2022, the first 5.2 Ah 21700 cylindrical lithium-ion cells ever made in India with an energy density of 275 Wh/kg based on silicon anode technology were produced by GODI India, a corporation that received BIS certification to sell lithium-ion cells made with domestically developed technology.
According to market demands, an indigenous development team developed the electrode composition. Due to the higher energy density of silicon compared to graphite, an electric car might have a range up to 15-20% greater on a single charge. Therefore, India accounted for more than 1/4rd of the regional market shares in 2022 and is expected to grow at a significant CAGR during the forecasted period.
The shift towards EAFs is also driven by the phasing out of legacy steelmaking technologies, such as open-hearth furnaces and basic oxygen furnaces (BOFs). These older technologies are being replaced by EAFs due to their outdated and less environmentally friendly nature. Graphite electrodes are not required in BOFs, but they are indispensable for EAFs. Hence, as more steel producers transition from legacy technologies to EAFs, the demand for graphite electrodes grows.
For instance, in Europe, where the steel industry has been actively reducing its carbon footprint, the use of EAFs is increasing while BOFs are being phased out. This transition towards EAFs has resulted in a surge in demand for graphite electrodes in the region.
15% Ionisil substitution can result in a lithium-ion battery with 20% more capacity in practical applications, leading to an increase in the number of kilometers that can be driven per charge. This implies that incorporating Ionisil into graphite electrodes can contribute to the advancement of electric vehicles by extending their driving range.
Therefore, the content suggests that the incorporation of Ionisil in graphite electrodes has the potential to drive the global graphite electrode market by offering improved lithium-ion battery performance, increased energy storage capacity and enhanced driving range for electric vehicles, all at a competitive cost.
Volatile raw material prices can also impact the availability and supply of key inputs like needle coke. If the prices are highly unpredictable, graphite electrode manufacturers may face challenges in securing a stable and reliable supply of raw materials. This can result in production delays, increased lead times and potential supply shortages, which can hinder the growth of the market.
When raw material prices experience significant fluctuations, graphite electrode manufacturers may face difficulties in setting stable pricing for their products. If the prices of raw materials increase sharply, manufacturers may try to pass on the additional costs to customers by raising the prices of graphite electrodes. However, this can make the electrodes less affordable for end-users, potentially leading to a decline in demand and slower market growth.
The supply-demand dynamics affected by the pandemic, along with uncertainties in the market, led to price volatility in the graphite electrode industry. Prices initially declined due to reduced demand and excess supply. However, as demand recovered and supply chain challenges persisted, prices started to stabilize and, in some cases, even increased. Fluctuating prices posed challenges for both manufacturers and consumers in managing costs and planning their operations.
Supply disruptions and uncertainties caused by a war could lead to price volatility in the graphite electrodes market. Fluctuating prices and supply shortages may affect the profitability and planning of industries that heavily rely on graphite electrodes, such as steel, aluminum and electric vehicle manufacturing.
Europe is a significant consumer of graphite electrodes, with several major steel-producing countries located in the region. Any disruptions in the supply of graphite electrodes from Russia or Ukraine could impact European industries and their ability to meet production demands. This may prompt European consumers to explore alternative sources of graphite electrodes from other regions, potentially leading to shifts in market dynamics.
AI can accelerate research and development efforts in the graphite electrodes industry. By analyzing vast amounts of data, AI algorithms can identify new materials, optimize electrode designs and improve manufacturing processes, leading to advancements in product performance and durability. AI can play a role in optimizing energy consumption in graphite electrode manufacturing. By analyzing energy usage patterns and identifying opportunities for optimization, AI systems can help reduce energy costs and contribute to sustainable manufacturing practices.
Therefore, AI has the potential to revolutionize the graphite electrodes market in Europe and globally. It enhances demand forecasting, optimizes production processes, improves quality control, streamlines supply chain management, optimizes pricing strategies, accelerates research and development and promotes energy efficiency.
The global graphite electrode market is segmented based on type, application and region.
The UHP graphite electrodes are capable of withstanding extremely high temperatures and can sustain intense electrical currents during the steelmaking process. They exhibit better mechanical strength, higher density and improved electrical conductivity compared to other types of graphite electrodes. As a result, UHP graphite electrodes are preferred for steel production methods that require high-power and efficient performance. Therefore, the ultra-high power (UHP) segment is currently the dominant type of graphite electrode in the global market, driven by its superior properties and suitability for demanding applications like steelmaking in electric arc furnaces. Additionally, high power (HP) is the second largest segment in the global graphite electrode market, acquiring nearly 1/4th of the global segmental share.
North America has a well-developed manufacturing infrastructure, particularly in the United States, which supports the growth of the graphite electrode market. The region has advanced manufacturing facilities, expertise and technologies for graphite electrode production. These established capabilities allow North American manufacturers to produce high-quality graphite electrodes efficiently and meet the demands of various industries, including steel, aluminum and electric vehicles.
The presence of a strong manufacturing infrastructure promotes competitiveness, innovation and cost-effectiveness in the production process. It also enables manufacturers to cater to domestic demand and expand their export capabilities, contributing to market growth. Additionally, the U.S. accounts for more than 3/4th of the regional share and is expected to grow at the highest CAGR during the forecasted period in the region.
The major global players include: GrafTech International, Graphite India Limited, Nippon Carbon Co., Ltd, TOKAI CARBON, HEG LIMITED, Kaifeng Carbon Co., Ltd, JILIN CARBON, SHOWA DENKO K.K., SANGRAF International and Misano Group.
The global graphite electrode market report would provide approximately 53 tables, 47 figures and 189 Pages.
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