全球石墨电极市场 - 2023-2030年
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

出版日期: | 出版商: DataM Intelligence | 英文 189 Pages | 商品交期: 约2个工作天内

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简介目录

市场概况

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。

市场动态

向电弧炉的转变

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。

对提高电池性能的材料需求不断增加

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

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。

COVID-19影响分析

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。

俄乌战争影响分析

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。

人工智能影响分析

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。

目录

第一章:方法和范围

  • 研究方法
  • 报告的研究目标和范围

第二章:定义和概述

第三章:执行摘要

  • 按类型分類的市场简述
  • 按应用分类的市场分析
  • 按地区分類的市场分析

第四章:动态变化

  • 影响因素
    • 驱动因素
      • 向电弧炉的转变
      • 对提高电池性能的材料需求不断增长
    • 限制因素
      • 原材料价格的波动
    • 机会
    • 影响分析

第五章:行业分析

  • 波特的五力分析
  • 供应链分析
  • 价格分析
  • 监管分析

第六章:COVID-19分析

  • 对COVID-19的分析
    • COVID之前的情况
    • COVID期间的情况
    • COVID之后的情况
  • 在COVID期间的定价动态
  • 需求-供应谱系
  • 大流行期间与市场有关的政府倡议
  • 制造商的战略倡议
  • 结语

第七章:按类型

    • 市场材料分析和同比增长分析(%),按类型划分
  • 常规电源(RP)
    • 市场材料分析和年同比增长分析(%)
  • 高功率(HP)
  • 超高功率(UHP)

第八章:按应用分类

    • 市场材料分析和同比增长分析(%),按应用分类
  • 电弧炉(EAF)
    • 市场材料分析和同比增长分析(%)
  • 钢包炉(LF)
  • 其他

第九章:按地区

    • 市场材料分析和同比增长分析(%),按地区划分
  • 北美洲
    • 市场材料分析和同比增长分析(%),按类型划分
    • 按应用分类,市场材料分析和同比增长分析(%)。
    • 按国家划分,市场材料分析和同比增长分析(%)。
      • 美国
      • 加拿大
      • 墨西哥
  • 欧洲
    • 市场材料分析和同比增长分析(%),按类型划分
    • 市场材料分析和同比增长分析(%),按应用分类
    • 市场材料分析和同比增长分析(%),按国家划分
      • 德国
      • 英国
      • 法国
      • 意大利
      • 俄罗斯
      • 欧洲其他地区
  • 南美洲
    • 市场材料分析和同比增长分析(%),按类型划分
    • 市场材料分析和同比增长分析(%),按应用分类
    • 市场材料分析和同比增长分析(%),按国家分类
      • 巴西
      • 阿根廷
      • 南美其他地区
  • 亚太地区
    • 市场材料分析和同比增长分析(%),按类型划分
    • 市场材料分析和同比增长分析(%),按应用分类
    • 市场材料分析和同比增长分析(%),按国家分类
      • 中国
      • 印度
      • 日本
      • 澳大利亚
      • 亚太其他地区
  • 中东和非洲
    • 市场材料分析和同比增长分析(%),按类型划分
    • 市场材料分析和同比增长分析(%),按应用分类

第十章:竞争格局

  • 竞争格局
  • 市场定位/份额分析
  • 合併和收购分析

第十一章 :公司简介

  • GrafTech International
    • 公司概述
    • 产品组合和说明
    • 财务概况
    • 主要发展情况
  • Graphite India Limited
  • Nippon Carbon Co., Ltd
  • TOKAI CARBON
  • HEG LIMITED
  • Kaifeng Carbon Co., Ltd
  • JILIN CARBON
  • SHOWA DENKO K.K.
  • SANGRAF International
  • Misano Group

第十二章 :附录

简介目录
Product Code: MA303

Market Overview

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.

Market Dynamics

Shift Towards Electric Arc Furnaces

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.

Growing Demand for Materials to Enhance the Battery Performance

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.

Volatility in Raw Material Prices

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.

COVID-19 Impact Analysis

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.

Russia-Ukraine War Impact Analysis

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.

Artificial Intelligence Impact Analysis

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.

Segment Analysis

The global graphite electrode market is segmented based on type, application and region.

Owing to their Superior and High-Quality Characteristics, the Ultra-High Power (UHP) Dominates the Global Graphite Electrode Market

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.

Geographical Analysis

North America's Natural Graphite Reserves and Established Manufacturing Infrastructure

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.

Competitive Landscape

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.

Why Purchase the Report?

  • To visualize the global graphite electrode market segmentation based on type, application 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 data points of graphite electrode market level 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 graphite electrode market report would provide approximately 53 tables, 47 figures and 189 Pages.

Target Audience 2023

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

Table of Contents

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. Market Snippet by Type
  • 3.2. Market Snippet by Application
  • 3.3. Market Snippet by Region

4. Dynamics

  • 4.1. Impacting Factors
    • 4.1.1. Drivers
      • 4.1.1.1. Shift Towards Electric Arc Furnaces
      • 4.1.1.2. Growing Demand for Materials to Enhance the Battery Performance
    • 4.1.2. Restraints
      • 4.1.2.1. Volatility in Raw Material Prices
    • 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
  • 6.3. Demand-Supply Spectrum
  • 6.4. Government Initiatives Related to the Market During Pandemic
  • 6.5. Manufacturers Strategic Initiatives
  • 6.6. Conclusion

7. By Type

  • 7.1. Introduction
    • 7.1.1. Market Material Analysis and Y-o-Y Growth Analysis (%), By Type
    • 7.1.2. Market Attractiveness Index, By Type
  • 7.2. Regular Power (RP)*
    • 7.2.1. Introduction
    • 7.2.2. Market Material Analysis and Y-o-Y Growth Analysis (%)
  • 7.3. High Power (HP)
  • 7.4. Ultra-High Power (UHP)

8. By Application

  • 8.1. Introduction
    • 8.1.1. Market Material Analysis and Y-o-Y Growth Analysis (%), By Application
    • 8.1.2. Market Attractiveness Index, By Application
  • 8.2. Electric Arc Furnace (EAF)*
    • 8.2.1. Introduction
    • 8.2.2. Market Material Analysis and Y-o-Y Growth Analysis (%)
  • 8.3. Ladle Furnace (LF)
  • 8.4. Others

9. By Region

  • 9.1. Introduction
    • 9.1.1. Market Material Analysis and Y-o-Y Growth Analysis (%), By Region
    • 9.1.2. Market Attractiveness Index, By Region
  • 9.2. North America
    • 9.2.1. Introduction
    • 9.2.2. Key Region-Specific Dynamics
    • 9.2.3. Market Material Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.2.4. Market Material Analysis and Y-o-Y Growth Analysis (%), By Application
    • 9.2.5. Market Material Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.2.5.1. The U.S.
      • 9.2.5.2. Canada
      • 9.2.5.3. Mexico
  • 9.3. Europe
    • 9.3.1. Introduction
    • 9.3.2. Key Region-Specific Dynamics
    • 9.3.3. Market Material Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.3.4. Market Material Analysis and Y-o-Y Growth Analysis (%), By Application
    • 9.3.5. Market Material Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.3.5.1. Germany
      • 9.3.5.2. The UK
      • 9.3.5.3. France
      • 9.3.5.4. Italy
      • 9.3.5.5. Russia
      • 9.3.5.6. Rest of Europe
  • 9.4. South America
    • 9.4.1. Introduction
    • 9.4.2. Key Region-Specific Dynamics
    • 9.4.3. Market Material Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.4.4. Market Material Analysis and Y-o-Y Growth Analysis (%), By Application
    • 9.4.5. Market Material Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.4.5.1. Brazil
      • 9.4.5.2. Argentina
      • 9.4.5.3. Rest of South America
  • 9.5. Asia-Pacific
    • 9.5.1. Introduction
    • 9.5.2. Key Region-Specific Dynamics
    • 9.5.3. Market Material Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.5.4. Market Material Analysis and Y-o-Y Growth Analysis (%), By Application
    • 9.5.5. Market Material Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.5.5.1. China
      • 9.5.5.2. India
      • 9.5.5.3. Japan
      • 9.5.5.4. Australia
      • 9.5.5.5. Rest of Asia-Pacific
  • 9.6. Middle East and Africa
    • 9.6.1. Introduction
    • 9.6.2. Key Region-Specific Dynamics
    • 9.6.3. Market Material Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.6.4. Market Material Analysis and Y-o-Y Growth Analysis (%), By Application

10. Competitive Landscape

  • 10.1. Competitive Scenario
  • 10.2. Market Positioning/Share Analysis
  • 10.3. Mergers and Acquisitions Analysis

11. Company Profiles

  • 11.1. GrafTech International*
    • 11.1.1. Company Overview
    • 11.1.2. Product Portfolio and Description
    • 11.1.3. Financial Overview
    • 11.1.4. Key Developments
  • 11.2. Graphite India Limited
  • 11.3. Nippon Carbon Co., Ltd
  • 11.4. TOKAI CARBON
  • 11.5. HEG LIMITED
  • 11.6. Kaifeng Carbon Co., Ltd
  • 11.7. JILIN CARBON
  • 11.8. SHOWA DENKO K.K.
  • 11.9. SANGRAF International
  • 11.10. Misano Group

LIST NOT EXHAUSTIVE

12. Appendix

  • 12.1. About Us and Services
  • 12.2. Contact Us