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市场调查报告书

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1336725

全球正极材料市场 - 2023-2030

Global Cathode Materials Market - 2023-2030

出版日期: 2023年08月22日 | 出版商:

DataM Intelligence | 英文 195 Pages | 商品交期: 约2个工作天内

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简介目录

市场概况

全球正极材料市场2022年达到243亿美元，预计到2030年将达到742亿美元，2023-2030年预测期间年复合成长率为14.7%。

阴极材料市场的主要增长是由于航空航天、国防和汽车等各个行业的需求不断增长。在储能係统中，阴极起着重要作用，因为它们用于电网级存储和住宅储能。该储能係统存储可再生能源，从而确保稳定的电力供应。随着储能係统的发展，这些应用对阴极材料的需求也随之增长。

亚太地区正极材料市场增长最快，占全球份额超过63.3%。中国、日本和印度等国家在正极材料的生产和开发方面显示出巨大的增长。主要参与者正在对该地区进行投资，以加速该地区的增长。

例如，2022 年 10 月 17 日，柏克德开发了一座新的製造工厂。新工厂生产磷酸铁锂正极，由于其储能能力，该正极将广泛用于电动汽车。 Bechtel 还宣布与 Mitra Chem 合作，双方都致力于电池创新。由于电池是电动汽车的关键部件。

市场动态

电动汽车日益普及

电动汽车需求的不断增长极大地影响了正极材料的增长。由于电池开发中正极材料的使用量增加，包括纯电动汽车和混合动力电动汽车在内的电动汽车有所增加。政府的支持和激励是正极材料增长的主要驱动力之一。

政府针对正极材料的采用实施了各种政策，这也影响了电动汽车的增长。随着消费者转向更可持续的交通选择，这是正极材料增长和发展的主要因素。由于这些因素，对锂离子电池的需求增加。

阴极材料彻底改变航空航天和国防领域的储能

由于其可靠的高能量存储解决方案，正极材料在航空航天和国防领域具有多种应用。电池使用在卫星中发电的阴极材料。由于技术的各种发展，卫星依赖于电池，电池存储太阳能电池板产生的能量，当需要高功率时，从这些太阳能电池板释放能量。阴极材料主要用于航空航天和国防领域，各公司正在大力投资以满足该领域的材料需求。

例如，2023年5月3日，有消息称宁德时代电池将为电动飞机提供动力。近日在上海举行的车展上，全球最大的电池製造商声称电动飞机一次充电可飞行1000公里。随着行业向电气化迈进，宁德时代开始研究这项技术。

政府严格监管

正极材料的生产和开发需要原材料，成本较高。政府严厉的政策和规定导致正极材料市场的增长下滑。为了保护环境，政府对正极材料的生产中使用有害物质颁布了各种限制。

例如，2023 年 2 月 8 日，国家科学技术研究委员会的一份报告谈到了锰基高能正极材料的衰落。锰是尖晶石正极材料中使用的主要元素。但与镍基阴极相比，锰原材料的价格是其两倍。

COVID-19 影响分析

世界各地政府实施的封锁导致供应链管理系统受到干扰。疫情导致正极材料成本增加，其中包括利息贷款和股权投资者回报增加。新冠疫情影响正极材料市场，导致电池价格上涨。经济波动导致储能项目投资减少。

由于正极材料生产成本上升和贷款收紧，前期项目被搁置。许多组织发现在财务状况下很难投资项目，从而导致项目延迟。中国拥有最大的锂离子电池电动汽车生产市场，受到影响，依赖中国的企业损失惨重。

俄罗斯-乌克兰战争影响

由于俄罗斯和乌克兰战争，製造正极材料的资源供应受到影响。由于地缘政治紧张局势，关键的镍、锰和锂等资源面临中断。这些资源的短缺会导致价格波动和延误。由于衝突，该地区政府实施了贸易限制。

锂是电动汽车生产中使用的锂离子电池中要求最高的组件之一。由于地缘政治问题，投资者撤回投资。这些衝突推迟了对包括为正极材料市场建立製造工厂在内的项目的投资。由于战争市场阶段，地缘政治问题减缓了正极材料市场的增长和生产。

Market Overview

Global Cathode Materials Market reached US$ 24.3 billion in 2022 and is expected to reach US$ 74.2 billion by 2030 growing with a CAGR of 14.7% during the forecast period 2023-2030.

The major growth in the cathode material market is due to increasing demand from various sectors named aerospace, defense and automotive. In energy storage systems cathode plays a significant role as they are used in grid-level storage and residential energy storage. This energy storage system stores renewable energy which leads to ensuring a stable power supply. As energy storage system grows the demand for cathode materials also grows for these applications.

Asia-Pacific has shown the fastest growth in the cathode material market leading to contribute more than 63.3% share globally. Countries like China, Japan and India have shown tremendous growth in the production and development of cathode materials. Key players are investing in the region to accelerate regional growth.

For instance, on 17 October 2022, a new manufacturing facility develops by Bechtel. The new facility produces Lithium iron phosphate cathode and this cathode will be broadly used in electric vehicles due to its energy storage capacity. Bechtel also announces its partnership with Mitra Chem as they both are working on building innovation to the battery. As batteries are a critical component in electric vehicles.

Market Dynamics

Rising Popularity of Electric Vehicles

The increasing demand for electric vehicles significantly impacted the growth of cathode materials. Electric vehicles that include battery electric vehicles and hybrid electric vehicles increased due to an increase in the usage of cathode materials for the development of batteries. Government support and incentives are one of the primary drivers behind the growth of cathode materials.

The government implemented various policies for the adoption of cathode materials which also impacted the growth of electric vehicles. As consumers are shifting towards more sustainable transportation options that is the major factor for the growth and development of cathode materials. Due to these factors, the demand for lithium-ion batteries increases.

Cathode Materials Revolutionizing Energy Storage in Aerospace and Defense

The cathode materials have various applications in the aerospace and defense sector due to their reliable and high-energy storage solutions. Batteries use cathode materials that generate power in satellites. Due to various growth in technology satellites rely on batteries, which store energy generated by solar panels, when there is a need for high power the energy is released from these solar panels. Cathode materials have been predominantly used in the aerospace and defense sector and companies are heavily investing to overcome the material demand in the sector.

For instance, on 3 May 2023, news was released that CATL batteries will power electric airplanes. Recently auto expo was held in Shanghai in which the world largest battery maker claimed that electric aircraft has the capacity to fly 1000 kilometers on one single charge. CATL started working on this technology as industries are moving towards electrification.

Government Stringent Regulations

For production and development of cathode materials requires raw materials which are high in cost. Government stringent policies and rules lead to the downfall of the growth of the cathode material market. To protect the environment and worker government issued various restrictions as hazardous materials were used for the production of cathode materials.

For instance, on 8 February 2023, a report by the national research council of Science and Technology addresses the downfall in manganese-based high-energy cathode materials. Manganese is the main element used in spinel cathode materials. But the price of manganese raw material is double when compared to nickel-based cathodes.

COVID-19 Impact Analysis

Lockdown imposed by the government worldwide causes a disturbance in the supply chain management system. The pandemic led to increased costs of cathode materials that includes higher interest loans and returns for equity investors. COVID affects the cathode material market due to which the price of batteries increases. The economic disturbance leads to decrease investment in energy storage projects.

Due to the increase in the cost of production of cathode materials and stricter loans, the projects which are in their early stages are put on hold. Many organizations find it difficult to invest in projects under financial situations which leads to delays in projects. China which has the largest market for the production of electric vehicles that use lithium-ion batteries got affected, due to which companies which rely on China phase heavy losses.

Russia-Ukraine War Impact

Due to the Russia-Ukraine war, the supply of resources for manufacturing cathode materials was affected. Resources like critical nickel, manganese and lithium face disruptions due to geopolitical tensions. Shortage of these resources results in fluctuating prices and delays. Due to conflict government in this region imposed trade restrictions.

Lithium is one of the most demanding components of lithium-ion batteries which were used in the production of EVs. Investors step back with their investments due to geopolitical issues. The conflicts delay investment in projects that includes setting up manufacturing plants for the cathode materials market. Due to the war market phases geopolitical issues slow downs the growth and production of the cathode material market.

Segment Analysis

The global cathode materials are segmented based on material,battery and region.

Growing Demand for Lithium-Ion Cathode Materials in Electric Vehicles

Due to the rise in the growth of electric vehicles, the demand for cathode materials also increases. Electric vehicles majorly rely on lithium-ion batteries as they have better energy storage compared to traditional storage systems. EV requires fast charging infrastructure, so lithium-ion with cathode materials charges quickly and leads to reduce the time required to replenish batteries. The growing adoption of EVs in both developed and developing countries acts as a major driver for the lithium-ion cathode materials market leading it to cover more than 1/3rd globally.

Furthermore, lithium-ion batteries produce zero tailpipe emissions which lead to reduced greenhouse gas emissions and also improve the quality of air. As lithium-ion batteries have a lower impact on the environment when compared with other fossil fuels companies are contnorusly investing in adopting this material leading to improve market growth.

Geographical Penetration

Collaborative Ventures for the Production of Cathode Materials

Asia-Pacific, including China, Japan, India and South Korea witnessed major growth in the cathode materials market. China has had significant growth in the production of cathode materials which has made it contribute more than half share regionally. As the government has various rules and regulations due to which demand for cathode materials increases. Japan has various advanced technology in the automotive industry where cathode materials were used. Researchers in Japan and South Kore are working on the cathode material market and research is still going on.

For instance, on 18 April 2023, there is a collaboration between a South Korean chemical company and the Chinese company huayou cobalt for setting up a manufacturing plant for nickel, cobalt and manganese cathode materials in south korea. The factory setsup in the Saemangeum national industrial complex which has a production capacity of 50,000 tonnes of materials planned up to 2026. According to news South Korean company also plans for setting production plant for metal sulfates.

Competitive Landscape

The major global players in the market include: Umicore, Sumitomo Metal Mining Co., Ltd., POSCO, Zhejiang Huayou Cobalt, Shenzhen Dynanonic Co., Ltd. , Johnson Matthey, Targray Technology International, BASF SE, Mitsubishi Chemical Corporation, Kureha Corporation.

Why Purchase the Report?

To visualize the global cathode materials market segmented based on material, battery 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 cathode Materials 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 product of all the major players.

The global cathode materials market report would provide approximately 53 tables, 50 figures and 195 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 Material
3.2. Snippet By Battery
3.3. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Rising Popularity of Electric Vehicles
  - 4.1.1.2. Rising Demand for Sustainable and High-Performance Energy Storage Solutions
- 4.1.2. Restraints
  - 4.1.2.1. Government Stringent Regulations
  - 4.1.2.2. Cost and Health Hazards
- 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 Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Material

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 7.1.2. Market Attractiveness Index, By Material
7.2. Lithium Iron Phosphate (LFP)*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Lithium Cobalt Oxide (LCO)
7.4. Lithium Nickel Manganese Cobalt (NMC)
7.5. Lithium Nickel Cobalt Aluminum (NCA)
7.6. Lithium Manganese Oxide (LMO)
7.7. Lead-Dioxide
7.8. Other

8. By Battery

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 8.1.2. Market Attractiveness Index, By Battery
8.2. Lithium-Ion *
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Lead-Acid
8.4. Other

9. By Region

9.1. Introduction
- 9.1.1. Market Size 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 Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.2.5.1. 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 Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.3.5.1. Germany
  - 9.3.5.2. 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 Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 9.4.5. Market Size 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 Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 9.5.5. Market Size 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 Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery

10. Competitive Landscape

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

11. Company Profiles

11.1. Umicore *
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. Sumitomo Metal Mining Co., Ltd.
11.3. POSCO
11.4. Zhejiang Huayou Cobalt
11.5. Shenzhen Dynanonic Co., Ltd.
11.6. Johnson Matthey
11.7. Targray Technology International
11.8. BASF SE
11.9. Mitsubishi Chemical Corporation
11.10. Kureha Corporation

LIST NOT EXHAUSTIVE