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全球锂市场 - 2024-2031

Global Lithium Market - 2024-2031

出版日期: 2024年02月13日 | 出版商:

DataM Intelligence | 英文 187 Pages | 商品交期: 约2个工作天内

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简介目录

概述

2023年全球锂市场规模达93亿美元，预计2031年将达到3,880万美元，2024-2031年预测期间CAGR为19.5%。

电动车是锂市场成长的主要动力。锂离子电池对于提供医疗和更长行驶里程的电动车至关重要。随着人们对永续发展的日益关注以及向清洁交通的过渡，对电动车的需求预计将上升，从而推动对锂的需求。

亚太地区各国政府积极支持锂产业，大力投资研发、基础建设及金融投资。中国电动车 (EV) 经历了显着成长。例如，截至 2023 年 5 月 4 日，光是中国就售出了约 680 万辆电动车，连续第八年成为全球最大的电动车市场。这一增长的推动因素是政府的支持、慷慨的补贴、税收减免和其他旨在刺激电动车供应和创造需求的政策激励措施。

锂是电动车电池的主要组成部分，在中国电动车产业中发挥着至关重要的作用。中国企业主要专注于锂离子电池的开发和生产，其中包括磷酸铁锂电池，这为电动车市场的成长做出了贡献。中国对关键电池材料的控制也使其在全球锂市场上具有竞争优势。

动力学

电动车 (EV) 需求的成长

电动车（EV）需求不断增长正在推动锂市场向前发展。锂离子电池以其高能量密度而闻名，能够在紧凑、轻量的封装中储存更多的能量，超越了其他电池技术。此特性可延长电动车的行驶里程并提高性能。此外，锂电池表现出显着的充放电能力，有助于缩短充电时间，最终降低电动车的整体充电需求。

例如，总部位于卢森堡的Livista于2023年6月18日发布公告。Livista透露计划建立一家专门为电动汽车电池量身定制的锂精炼厂。该工厂的目标是提炼 40,000 吨锂，这是锂离子电池的重要组成部分。该策略倡议是对电动车需求激增和稳定锂供应的迫切需求的回应。 Livista 的努力与促进永续和环保移动解决方案的发展做出贡献的目标一致，确保为不断增长的电动车市场提供稳定的锂来源。

政府倡议

全球各国政府都在积极倡导电动车（EV）的广泛采用，将其作为遏制温室气体排放和解决气候变迁问题的关键策略。与替代电池技术相比，锂离子电池具有高能量密度和更长的使用寿命，因此成为电动车的首选。政府措施旨在确保锂的稳定供应，从而确保对电池生产至关重要的材料的持续供应。

一个值得注意的例子是 2023 年 4 月 17 日采取的倡议。锂是广泛用于手机、电脑和汽车应用的电池的关键成分，并发挥核心作用。政府推出的「更快采用和製造汽车」(FAME) 计画强调了其对促进采用锂电池的清洁能源汽车的承诺。在 2023 年的巨额预算拨款中，政府为 FAME 指定了 517.2 亿印度卢比，为加速向清洁能源转型提供激励，并支持汽车行业的锂市场。

锂萃取和电池处置对环境的影响

锂的萃取和加工会对环境造成重大影响。传统采矿做法会导致栖息地破坏、水污染和温室气体排放。此外，如果管理不当，锂离子电池在生命週期结束时的处理也会带来环境挑战。

儘管与替代技术相比，锂离子电池具有高能量密度，但其医疗能力有其固有的限制。研究人员正在积极开发新的电池技术来解决这些限制。然而，这种追求可能会导致汽车应用的行驶里程缩短。平衡锂离子电池的优点和环境缺点仍然是开发永续能源储存解决方案的持续努力的重点。

The electric vehicle is a major driver for the growth of lithium in the market. Lithium-ion batteries are essential for EVs which provide Medical and longer driving ranges. With the growing focus on sustainability and the transition towards cleaner transportation, the demand for EVs is expected to rise, thus boosting the demand for lithium.

Governments in Asia-Pacific actively supporting the lithium industry and heavily investing in research and development, Infrastructure development and financial investment. China experienced significant growth in EV Automotive (EV). For instance, On 4 May 2023, China alone sold around 6.8 million EVs and marked the world's largest market for EVs for a straight eighth consecutive year. The growth has been driven because of government support, generous subsidies, tax breaks and other policy incentives aimed at both stimulating the supply of EVs and creating demand for them.

Lithium is a major component of EV batteries and plays a vital role in China's EV industry. Companies in China majorly focus on the development and production of lithium-ion batteries, that include LFP batteries, which have contributed to the growth of the EV market. China's control over critical battery materials has also given it a competitive advantage in the global lithium market.

Dynamics

Rise in Electric Vehicle (EV) Demand

The escalating demand for electric vehicles (EVs) is propelling the lithium market forward. Lithium-ion batteries, known for their high energy density, enable the storage of more energy in a compact and lightweight package, surpassing other battery technologies. The characteristic results in extended driving ranges and enhanced performance for EVs. Moreover, lithium batteries exhibit notable charge-discharge capabilities, facilitating quicker charging times and ultimately reducing the overall charging requirements for electric vehicles.

For instance, the announcement made by Luxembourg-based Livista on June 18, 2023. Livista revealed plans to establish a dedicated lithium refinery, specifically tailored for electric vehicle batteries. The facility aims to refine 40,000 Tons of lithium, a crucial component in lithium-ion batteries. The strategic initiative is a response to the surging demand for EVs and the imperative for a stable lithium supply. Livista's endeavor aligns with the goal of contributing to the advancement of sustainable and environmentally friendly mobility solutions, ensuring a steadfast source of lithium for the ever-growing electric vehicle market.

Government Initiatives

Governments globally are actively championing the widespread adoption of electric vehicles (EVs) as a pivotal strategy to curb greenhouse gas emissions and address climate change concerns. Lithium-ion batteries stand out as the preferred choice for EVs, given their high energy density and longer lifespan compared to alternative battery technologies. Government initiatives are geared towards securing a stable supply of lithium, thus ensuring a consistent availability of materials crucial for battery production.

A noteworthy example is the initiative taken on April 17, 2023. Lithium, a key component in batteries extensively used in cell phones, computers and automotive applications, plays a central role. The government's launch of the Faster Adoption and Manufacturing of Automotive (FAME) program underscores its commitment to fostering the adoption of clean energy vehicles employing lithium batteries. In a significant budget allocation in 2023, the government earmarked INR 51.72 billion for FAME, providing incentives to accelerate the transition towards cleaner energy and bolstering the lithium market in the automotive sector.

Environmental Impact of Lithium Extraction and Battery Disposal

The extraction and processing of lithium carry significant environmental consequences. Conventional mining practices lead to habitat destruction, water pollution and the emission of greenhouse gases. Moreover, the disposal of lithium-ion batteries at the end of their life cycle presents environmental challenges when not managed properly.

Despite the high energy density of lithium-ion batteries compared to alternative technologies, there are inherent limitations in their medical capabilities. Researchers are actively engaged in developing new battery technologies to address these constraints. However, this pursuit may potentially result in shorter driving ranges for automotive applications. Balancing the advantages and environmental drawbacks of lithium-ion batteries remains a key focus in the ongoing efforts to develop sustainable energy storage solutions.

Segment Analysis

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

Lithium-ion Batteries in Automotive Industry

The lithium market in the automotive industry is experiencing significant growth and transformation in recent years, driven primarily by the rapid expansion of electric vehicles (EVs). Lithium-ion batteries are the cornerstone of EV technology, offering high energy density and rechargeable capabilities crucial for powering electric cars. As governments globally implement stricter emission regulations and promote sustainable transportation solutions, the demand for EVs continues to rise, propelling the lithium market forward. Moreover, advancements in battery technology and manufacturing processes have led to cost reductions and improved performance, making EVs increasingly competitive with traditional internal combustion engine vehicles. The growing demand for lithium-ion batteries has resulted in significant investments in lithium mining and processing infrastructure to meet the needs of the automotive industry.

Geographical Penetration

Advancement in Technology Boost Growth of Lithium in Asia-Pacific

Asia-Pacific has witnessed significant advancements in lithium battery technology, which includes improvements in energy density, safety and charging capabilities. The advancements have made lithium-ion batteries more reliable and efficient, these factors boost the growth of the lithium market.

Naval Submarine Academy in Qingdao conducted a study, for instance, on 29 Oct 2022, in which it describes, China's conventional submarine fleet could soon be powered by lithium-ion batteries, similar to those used in electric cars. The researchers claim that this change could more than double the underwater endurance of submarines, provide faster acceleration and create more space for weapons. The lead-acid batteries currently used in these submarines have limitations such as low Medical capacity, slow charging, weak power output and toxic gas leaks.

Competitive Landscape

The major global players include Albemarle, Altura Mining Limited, Avalon Advanced Materials Inc, FMC, Critical Elements Corporation, Galaxy Resources Limited, Jiangxi Ganfeng Lithium Co. Ltd, Lithium Americas, Sichuan Tianqi Lithium Industries, SQM.

COVID-19 Impact Analysis

In the COVID-19 circumstance, it is predicted that the lithium-ion battery market experienced slower development since the pandemic is limiting the supply of batteries and other components to the industry and big factories as a result of the serious disruptions it is causing to the lithium businesses and the global economy. The supply chain for the battery sector has been influenced by the COVID scenario.

The COVID-19 issue has highlighted the problems like the region's excessive reliance, especially on China, in particular for essential raw materials. The suspension of operations in China and other Asia-Pacific nations has a significant impact on battery makers in US, Germany and Australia. Additionally, constrained manufacturing has caused a significant drop in company inputs.

Russia-Ukraine War Impact

Lithium supply disruption due to Russia and Ukraine war. Both have significant lithium reserves, with Russia being one of the world's top lithium producers. There might be a shortage of lithium on the market if the conflict continues it will effect production operations. Due to the shortage, lithium may become more expensive and less readily available for battery manufacturing.

Disruptions to the lithium battery supply chains could result from the conflict. Many international businesses rely on the facilities in Ukraine in particular, which is a significant hub for the production of batteries. The manufacture and delivery of lithium batteries may be affected if the conflict damages infrastructure or disrupts transportation, which might result in delays and possible shortages.

By Type

Alloys
Metal
Chloride
Carbonate
Hydroxide
Concentrate

By Application

Batteries
Lubricants
Automotive Parts
Energy Storage
Medical
Glass and Ceramics
Air Treatment
Metallurgy
Polymers
Others

By End-User

Consumer Electronics
Automotive
Medical
Industrial
Others

By Region

North America
- U.S.
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Spain
- 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 28 Feb 2022, Luminous Power Technologies introduces the "Li-ON" series an integrated inverter with Lithium-ion batteries. The new series embraces the concept of an integrated approach to science and technology for a sustainable future. The Li-ON series offers a compact design, enhanced safety features, high efficiency and excellent performance with no maintenance requirements.
On 13 Mar 2023, MontaVista Energy Technologies Corporation introduced a new line of Lithium Metal Battery (LMB) products. The batteries, known as the METARY P series, offer both high power and high specific energy. In-flight tests conducted by various drone developers, commercial drones equipped with Montavista's LMBs demonstrated 60-80% longer flight times compared to those using traditional lithium-ion batteries.
On 20 Mar 2023, Mitsubishi Logisnext Americas group introduced the Triathlon Lithium-ion battery and charger solutions for UniCarriers product line of forklifts. The battery solutions will be available as a factory-installed option on most UniCarriers Class I and III forklift models in North and Latin America.

Why Purchase the Report?

To visualize the global lithium market segmentation based on type, application, 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 data points of lithium 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 lithium market report would provide approximately 61 tables, 69 figures and 187 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 Application
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. Rise in Electric Vehicle (EV) Demand
  - 4.1.1.2. Government Initiatives
- 4.1.2. Restraints
  - 4.1.2.1. Environmental Impact of Lithium Extraction and Battery Disposal
- 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 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. Alloys *
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Metal
7.4. Chloride
7.5. Carbonate
7.6. Hydroxide
7.7. Concentrate

8. By Application

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 8.1.2. Market Attractiveness Index, By Application
8.2. Batteries *
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Lubricants
8.4. Automotive Parts
8.5. Energy Storage
8.6. Medical
8.7. Glass and Glass Ceramics
8.8. Air Treatment
8.9. Metallurgy
8.10. Polymers
8.11. 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. Consumer Electronics*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. Automotive
9.4. Medical
9.5. Industrial
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 Type
- 10.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 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. 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 Type
- 10.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 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. UK
  - 10.3.6.3. France
  - 10.3.6.4. Italy
  - 10.3.6.5. Spain
  - 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 Type
- 10.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 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 Type
- 10.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 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 Type
- 10.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

11. Competitive Landscape

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

12. Company Profiles

12.1. Albemarle *
- 12.1.1. Company Overview
- 12.1.2. Product Portfolio and Description
- 12.1.3. Financial Overview
- 12.1.4. Key Developments
12.2. Altura Mining Limited
12.3. Avalon Advanced Materials Inc
12.4. FMC
12.5. Critical Elements Corporation
12.6. Galaxy Resources Limited
12.7. Jiangxi Ganfeng Lithium Co. Ltd
12.8. Lithium Americas
12.9. Sichuan Tianqi Lithium Industries
12.10. SQM

LIST NOT EXHAUSTIVE