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全球电池级锂化合物市场 - 2024-2031

Global Battery Grade Lithium Compounds Market - 2024-2031

出版日期: 2024年02月09日 | 出版商:

DataM Intelligence | 英文 198 Pages | 商品交期: 最快1-2个工作天内

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简介目录

概述

2023年，全球电池级锂化合物市场规模达56亿美元，预计2031年将达到286亿美元，2024-2031年预测期间CAGR为22.7%。

由于笔记型电脑、智慧型手机和穿戴式技术等便携式电子产品的广泛使用，对电池级锂化合物的需求正在强劲增长。随着消费性设备变得更加复杂和能源密集型，人们仍然需要具有更高能量密度和更长使用寿命的先进锂离子电池。这一趋势尤其重要，因为技术进步导致功能更强大、尺寸更小的电子产品的诞生

由于世界转向再生能源以控制太阳能和风能的间歇性，储能係统 (ESS) 变得越来越昂贵。最先进的储能技术由锂离子电池提供，而锂离子电池依赖优质锂化合物。分散能源系统和电网规模储能专案的扩张推动了对电池级锂化合物的需求，这些专案正在促进再生能源併入电网。

亚太地区是全球电池级锂化合物市场的成长地区之一，占超过1/3的市场。电池级锂化合物的需求量很大，很大程度上是由于亚太地区电动车市场的爆炸性扩张。政府激励措施、环境立法和永续交通意识的增强正在推动中国、日本和韩国等国家采用电动车 (EV)。

动力学

增加储能和再生能源解决方案

全球对再生能源和储能係统（ESS）整合的推动推动了对电池级锂化合物的需求。为了帮助建立更可靠和永续的能源基础设施，锂离子电池对于储存太阳能和风能等再生能源产生的能源至关重要。

此外，对高品质锂化合物的需求随着储能解决方案的部署而发展，例如大型电池储存项目，以解决再生能源的间歇性问题。全球致力于实现清洁能源目标，这突显了锂化合物在提供有效的储能解决方案和支援转向更永续和分散的能源环境的重要性，进一步推动了这款引擎。

电动车需求不断增加

电池级锂化合物市场正在扩大，很大程度上是由于全球电动车需求不断增长。随着世界各国政府致力于降低碳排放并支持绿色交通，电动车的使用量大幅增加。电动车的主要储能技术是锂离子电池，其阴极设计采用电池级锂化合物，例如碳酸锂和氢氧化锂。

例如，2023 年，Cornish Lithium 投资 5,790 万美元，以提高英国电池级锂的生产，这对电动车 (EV) 和再生能源储存至关重要。这笔资金将加速国内供应链的发展，并支持扩大电动车和再生能源解决方案的电池生产规模。这项投资是满足英国不断增长的锂需求和推动永续采矿实践的重要一步。

地缘政治风险与供应链敏感性

适用于电池的锂化合物市场受到供应链脆弱性和地缘政治威胁的严重限制。澳洲、中国、智利、阿根廷等国家蕴藏全球大部分锂矿藏。由于这种集中度，贸易争端、这些重要产区的监管变化以及地缘政治衝突都可能扰乱供应链。

锂供应链对特定萃取技术的依赖，例如硬岩开采或盐水提取，也存在危险。采矿业的生态影响、水资源短缺和环境问题可能会导致营运和法规的限制。任何不利情况，例如贸易争端、政治动盪或采矿法修改，都可能导致锂短缺，从而影响该行业生产电池级锂化合物的能力。

昂贵的生产成本和有限的加工设施

透过萃取、加工和纯化製造锂的成本高昂，是全球电池级锂化合物市场的主要限制。无论是从硬岩还是盐水中提取锂，都需要复杂的能源密集技术。

製造电池级锂化合物的总体成本受到与这些程序相关的成本以及将锂化合物运送到生产工厂所涉及的困难的影响。此外，为了满足对锂离子电池不断增长的需求，需要更多的处理基础设施。然而，创建此类基础设施将花费大量金钱和时间，这可能会导致供应链瓶颈。

The demand for battery-grade lithium compounds is rising strongly due to the widespread use of portable electronics such as laptops, smartphones and wearable technologies. Advanced lithium-ion batteries with greater energy density and greater lifespans continue to be required as consumer devices become more complex and energy-intensive. The trend is particularly crucial as it results in the creation of more potent and smaller electronic gadgets due to technical improvements

Energy storage systems (ESS) are becoming more and more expensive as a result of the world's move to renewable energy sources to control the intermittent nature of solar and wind power. The state-of-the-art in energy storage is provided by lithium-ion batteries, which are dependent on premium lithium compounds. The demand for battery-grade lithium compounds is being driven by the expansion of decentralized energy systems and grid-scale energy storage projects, which are facilitating the integration of renewable energy sources into the power grid.

Asia-Pacific is among the growing regions in the global battery grade lithium compounds market covering more than 1/3rd of the market. Battery-grade lithium compounds are in high demand due in large part to the Asia-Pacific's electric car market's explosive expansion. Government incentives, environmental legislation and a growing consciousness of sustainable mobility are driving the adoption of electric vehicles (EVs) in countries like China, Japan and South Korea.

Dynamics

Increasing Energy Storage and Renewable Energy Solutions

The demand for battery-grade lithium compounds is being driven by the global push towards renewable energy sources and the integration of energy storage systems (ESS). To help to establish a more dependable and sustainable energy infrastructure, lithium-ion batteries are essential for storing energy produced from renewable sources like solar and wind power.

Additionally, the demand for high-quality lithium compounds develops in tandem with the deployment of energy storage solutions, such as large-scale battery storage projects, to address the intermittent nature of renewable energy sources. The global dedication to reaching clean energy targets, which underlines the significance of lithium compounds in providing effective energy storage solutions and supporting the shift to a more sustainable and decentralized energy setting, further drives this engine.

Increasing Demand for Electric Vehicles

The market for battery-grade lithium compounds is expanding due in large part to the growing demand for electric vehicles globally. The use of electric vehicles has risen significantly as governments all through the world concentrate on lowering carbon emissions while supporting green transportation. The main energy storage technology for EVs is lithium-ion batteries, which use battery-grade lithium compounds such as lithium carbonate and lithium hydroxide in their cathode designs.

For Instance, in 2023, Cornish Lithium invested US$57.9 million to enhance UK's production of battery-grade lithium, crucial for electric vehicles (EVs) and renewable energy storage. The funding will expedite the development of a domestic supply chain, supporting the scaling up of battery production for EVs and renewable energy solutions. The investment is a significant step towards meeting the rising demand for lithium and advancing sustainable mining practices in UK.

Geopolitical Risks and Supply Chain Sensitivity

The market for lithium compounds suitable for batteries is severely limited by supply chain vulnerabilities and geopolitical threats. Australia, China, Chile, Argentina and other countries contain the majority of the world's lithium deposits. Because of this concentration, trade disputes, regulatory changes in these important producing regions and geopolitical conflicts can all disrupt the supply chain.

The dependence of the lithium supply chain on particular extraction techniques, such as hard rock mining or brine extraction, also presents a danger. Restrictions on operations and regulations may result from the ecological effects of mining, water scarcity and environmental concerns. Any adverse situations, such as trade disputes, political unrest or modifications to mining laws, may result in a scarcity of lithium, which would impact the industry's capacity to produce battery-grade lithium compounds.

Expensive Production Costs and Limited Processing Facilities

The high cost of manufacturing lithium through extraction, processing and purification is a major restriction to the global market for battery-grade lithium compounds. Whether lithium is extracted from hard rock or brine sources, it requires sophisticated and energy-intensive techniques.

The overall cost of creating battery-grade lithium compounds is influenced by the expenses related to these procedures as well as the difficulties involved in transporting lithium compounds to production plants. Furthermore, to fulfill the rising demand for lithium-ion batteries, more processing infrastructure would be needed. However, creating such infrastructure would cost a lot of money and time, which might cause supply chain bottlenecks.

Segment Analysis

The global battery grade lithium compounds market is segmented based on type, battery technology, application, end-user and region.

Increasing Expansion of Cathode Materials in Energy Storage Systems

The cathode material segment is among the growing regions in the global battery grade lithium compounds market covering more than 1/3rd of the market. The global market for lithium compounds that can be used in batteries is mostly driven by the expansion of cathode materials. Lithode materials, which include lithium iron phosphate (LiFePO4), lithium manganese oxide (LiMn2O4) and lithium cobalt oxide (LiCoO2), are essential to the functioning, energy density and general efficiency of lithium-ion batteries.

The growing demand for energy storage systems and electric vehicles (EVs) has led to a greater demand for improved cathode materials. The growing fields of electric mobility and renewable energy depend heavily on lithium compounds, such as lithium hydroxide and carbonate, which are vital precursors for cathode materials.

Geographical Penetration

Rising Demand Lithium Compounds in the Pharmaceutical Industry in Asia-Pacific

Asia-Pacific has been a dominant force in the global battery grade lithium compounds market. The demand for lithium compounds is being driven by the fast population growth in nations like China and India as well as their strong reliance on end-use industries like the building and construction, automotive and medical sectors. Lithium compounds are used in many applications within these end-use industries.

For example, the India Brand Equity Foundation (IBEF) estimates that by the end of 2021, the country's pharmaceutical market will be valued at around US$ 41 billion. Additionally, in 2020, India's pharmaceutical business obtained investments of US$ 17.5 billion. In February 2021, the Indian government launched an incentive program aimed at luring US$ 2.07 billion into the industry.

It will have an important influence on the region's market for lithium compounds. Additionally, the International Trade Administration reports that Japan's pharmaceutical business produced US$ 84.6 million in 2019 compared with US$ 62.57 million in 2018, a 35.2% rise. The is propelling the lithium compound market in the Asia-Pacific.

COVID-19 Impact Analysis

The global demand for battery-grade lithium compounds has been impacted by the COVID-19 epidemic in some ways. During the early stages of the pandemic, several lockdowns and production and supply chain interruptions had a substantial impact on a number of industries, including consumer electronics and electric vehicle production.

The in turn affected the market for lithium compounds suitable for batteries. The demand for lithium-ion batteries suddenly declined as a result of the manufacturing halt and lower consumer spending during lockdowns, which had an impact on the market for lithium compounds as a whole. The market for lithium was affected by a number of patterns that surfaced as people adjusted to the new normal.

The pandemic encouraged the shift to electric cars and renewable energy sources by underlining the vitality of clean energy and sustainable technology. All over the world, green projects have been given top priority by governments and businesses, which has raised demand for lithium-ion batteries for energy storage systems, electric cars and other uses. The change in emphasis spurred growth and recovery in the market for battery-grade lithium compounds.

The need for robust and varied supply chains was further highlighted during the pandemic. The imperative of ensuring a steady supply of essential minerals has come to light as a result of supply chain interruptions, especially in areas that produce lithium. In the market for battery-grade lithium compounds, initiatives to boost domestic production and lessen reliance on specific sectors gained traction and helped to shape future plans for risk management.

Russia-Ukraine War Impact Analysis

Global sectors, especially products pricing and supply networks, are exposed to major effects from geopolitical tensions and wars. Increased volatility and uncertainty may result from supply chain interruptions brought on by geopolitical events in the market for battery-grade lithium compounds. The manufacture of lithium-ion batteries, which in return affects businesses dependent on these batteries, such as electric cars and energy storage systems, may be affected by supply shortages or interruptions in significant facilities that produce lithium.

The investors and industry professionals keep a careful eye on geopolitical developments in order to assess any potential effects on the commodities markets. The occurrences have the potential to alter supply chain disruptions and price changes by influencing market dynamics. The design is essential to consult recent research and analyses from professionals in the field to comprehend the immediate effects of geopolitical events on the market for battery-grade lithium compounds.

The supply chain for lithium is global, with multiple countries participating at different phases of the production process. Russia is a major participant in the mining and manufacture of many minerals, for example. The availability of raw materials required for the production of lithium compounds suitable for batteries may be impacted if the war causes disruptions in the trade routes or supply chain.

By Type

Lithium Carbonate
Lithium Hydroxide
Lithium Concentrate
Lithium Metal
Butyl Lithium
Lithium Chloride
Lithium Bromide
Lithium Iodide
Lithium Oxide
Others Nitride
Others

By Battery Technology

Cathode Material
Anode Material
Electrolyte

By Application

Li-ion Batteries
Cement & Concrete
Metallurgy
Lubricants
Glass & Ceramics
Polymers
Specialty Inorganics
Medicines
Others

By End-User

Aerospace and Defense
Automotive
Oil and Gas
Energy
Building
Chemical Processing
Others

By Region

North America
- U.S.
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Russia
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

On November 13, 2023, The Exxon Mobil Corporation plans to establish itself as a major manufacturer of lithium, an essential part of batteries for electric vehicles (EVs). The company's first phase of lithium production in North America is starting in southwest Arkansas, an area recognized to contain substantial lithium reserves. The product line will be marketed under the Mobil Lithium brand, expanding Mobil's longstanding technological collaboration with the automotive industry.

Competitive Landscape

The major global players in the market include Albemarle Corporation, SQM, Ganfeng Lithium Group Co., Ltd, Tianqi Lithium Industry Co., Ltd, Livent Corporation orocobre Limited, Piedmont Lithium Inc., Neometals Ltd, Neo Lithium Corporation and Yibin Tianyi Lithium Industry Co., Ltd.

Why Purchase the Report?

To visualize the global battery grade lithium compounds market segmentation based on type, battery technology, application, end-user and region and understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of battery grade lithium compounds 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 battery grade lithium compounds market report would provide approximately 70 tables, 79 figures and 198 Pages.

Target Audience 2024

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 Type
3.2. Snippet by Battery Technology
3.3. Snippet by Application
3.4. Snippet by End-User
3.5. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Increasing Energy Storage and Renewable Energy Solutions
  - 4.1.1.2. Increasing Demand for Electric Vehicles
- 4.1.2. Restraints
  - 4.1.2.1. Geopolitical Risks and Supply Chain Sensitivity
  - 4.1.2.2. Expensive Production Costs and Limited Processing Facilities
- 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
5.5. Russia-Ukraine War Impact Analysis
5.6. DMI Opinion

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 Type

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 7.1.2. Market Attractiveness Index, By Type
7.2. Lithium Carbonate*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Lithium Hydroxide
7.4. Lithium Concentrate
7.5. Lithium Metal
7.6. Butyl Lithium
7.7. Lithium Chloride
7.8. Lithium Bromide
7.9. Lithium Iodide
7.10. Lithium Oxide
7.11. Others

8. By Battery Technology

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Technology
- 8.1.2. Market Attractiveness Index, By Battery Technology
8.2. Cathode Material*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Anode Material
8.4. Electrolyte

9. By Application

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.1.2. Market Attractiveness Index, By Application
9.2. Li-ion Batteries*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. Cement & Concrete
9.4. Metallurgy
9.5. Lubricants
9.6. Glass & Ceramics
9.7. Polymers
9.8. Specialty Inorganics
9.9. Medicines
9.10. Others

10. By End-User

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.1.2. Market Attractiveness Index, By End-User
10.2. Aerospace and Defense*
- 10.2.1. Introduction
- 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3. Automotive
10.4. Oil and Gas
10.5. Energy
10.6. Building
10.7. Chemical Processing
10.8. Others

11. By Region

11.1. Introduction
- 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 11.1.2. Market Attractiveness Index, By Region
11.2. North America
- 11.2.1. Introduction
- 11.2.2. Key Region-Specific Dynamics
- 11.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 11.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Technology
- 11.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.2.7.1. U.S.
  - 11.2.7.2. Canada
  - 11.2.7.3. Mexico
11.3. Europe
- 11.3.1. Introduction
- 11.3.2. Key Region-Specific Dynamics
- 11.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 11.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Technology
- 11.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.3.7.1. Germany
  - 11.3.7.2. UK
  - 11.3.7.3. France
  - 11.3.7.4. Russia
  - 11.3.7.5. Spain
  - 11.3.7.6. Rest of Europe
11.4. South America
- 11.4.1. Introduction
- 11.4.2. Key Region-Specific Dynamics
- 11.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 11.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Technology
- 11.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.4.7.1. Brazil
  - 11.4.7.2. Argentina
  - 11.4.7.3. Rest of South America
11.5. Asia-Pacific
- 11.5.1. Introduction
- 11.5.2. Key Region-Specific Dynamics
- 11.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 11.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Technology
- 11.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.5.7.1. China
  - 11.5.7.2. India
  - 11.5.7.3. Japan
  - 11.5.7.4. Australia
  - 11.5.7.5. Rest of Asia-Pacific
11.6. Middle East and Africa
- 11.6.1. Introduction
- 11.6.2. Key Region-Specific Dynamics
- 11.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 11.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Technology
- 11.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

12. Competitive Landscape

12.1. Competitive Scenario
12.2. Market Positioning/Share Analysis
12.3. Mergers and Acquisitions Analysis

13. Company Profiles

13.1. Albemarle Corporation*
- 13.1.1. Company Overview
- 13.1.2. Product Portfolio and Description
- 13.1.3. Financial Overview
- 13.1.4. Key Developments
13.2. SQM
13.3. Ganfeng Lithium Group Co., Ltd
13.4. Tianqi Lithium Industry Co., Ltd
13.5. Livent Corporation
13.6. Orocobre Limited
13.7. Piedmont Lithium Inc.
13.8. Neometals Ltd
13.9. Neo Lithium Corporation
13.10. Yibin Tianyi Lithium Industry Co., Ltd

LIST NOT EXHAUSTIVE