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直接锂开采的全球市场(2026年～2036年)
市场调查报告书
商品编码
1744006

直接锂开采的全球市场(2026年～2036年)

The Global Direct Lithium Extraction Market 2026-2036
出版日期: | 出版商: Future Markets, Inc. | 英文 205 Pages, 99 Tables, 20 Figures | 订单完成后即时交付

价格

全球直接锂提取 (DLE) 市场代表着锂矿开采行业的转型，它已成为弥合传统采矿限制与日益增长的全球需求之间差距的关键解决方案。在电动车革命、再生能源储存规模扩大以及便携式电子产品广泛应用的推动下，锂消费量持续呈现前所未有的成长轨迹，DLE 技术已成为永续锂供应链的关键推动因素。

市场动态揭示了锂资源分布与目前生产方法之间存在显着的不匹配。盐水资源约占全球锂储量的 60%，但仅占总产量的 35%，主要是由于传统蒸发池方法的限制。这种差异凸显了 DLE 技术可以释放的巨大潜力，尤其是在该行业寻求实现供应来源多元化并降低地域集中风险的当下。传统利用蒸发池萃取卤水的方法面临巨大的操作限制，处理时间长达12-24个月，回收率仅40-60%。这些限制，加上特定的气候和地理条件，使得卤水提取的竞争力历来不及硬岩开采。 DLE技术从根本上改变了这一现状，它能够快速提取锂，回收率超过80-95%，同时减少了环境足迹，并扩大了可提取卤水资源的范围。

DLE市场上有六种不同的技术类别，每种技术都针对特定的操作课题和卤水成分。目前，基于吸附的DLE技术在商业化部署中处于领先地位，尤其是在阿根廷和中国，它采用铝衍生吸附剂和水相解吸製程。离子交换技术已证明能够高效处理锂浓度低于100毫克/公升的低品位卤水，并生产出锂浓度超过2,000毫克/公升的高浓度洗脱液。该技术具有显着的营运优势，因为它消除了预浓缩和后浓缩的要求，但由于担心酸处理和材料降解，需要持续监测。

新的DLE技术，包括膜分离、电化学萃取和化学沉淀，正处于从中试示范到实验室研究的不同开发阶段。这些技术可望提高选择性并降低化学品消耗，但仍需进行商业验证。值得注意的是，由于盐水成分的变化，每种技术都需要量身定制的方法才能达到最佳性能，业界承认，没有通用的DLE解决方案。

儘管DLE的原理很有前景，但它在实施方面仍面临课题，包括技术验证、与传统方法的经济竞争以及对永续性指标改进的需求。然而，持续的技术进步、日益增长的商业部署以及不断提升的行业专业知识将继续应对这些课题，使DLE成为可持续高效满足未来锂需求的基础技术。

预计到2036年，锂矿开采产业的复合年增长率将达到9.7%，而DLE（直液锂）产业将脱颖而出，达到19.6%的惊人复合年增长率。这一令人印象深刻的成长轨迹反映了该技术在开采先前难以开采的锂资源的同时，应对传统提取方法面临的重大可持续性课题的潜力。

市场动态揭示了诱人的机遇，因为卤水资源拥有巨大的未开发潜力。卤水资源占全球锂储量的60%，但仅贡献了目前产量的35%。 DLE技术从根本上改变了这一现状，其回收率高达80-95%，而传统蒸发池的回收率仅为40-60%，并将处理时间从12-24个月缩短至数小时或数天。这种显着的效率提升，加上显着减少的环境足迹和增强的ESG合规性，使DLE成为下一代锂生产的首选解决方案。

本报告提供全球直接锂开采市场相关调查，锂的生产和需求的分析，市场成长轨道和投资机会，各技术的评估等资讯。

目录

第1章 摘要整理

  • 市场概要
    • 锂的生产和需求
  • 传统的开采方法的问题点
  • DLE法
    • 技术的优点，缺点，成本
  • 直接锂开采市场
    • 直接锂提取市场的成长轨迹
    • 市场预测（截至 2036 年）
    • 各国家 DLE 产量预测（千吨/年，LCE）
    • 各技术类型 DLE 市场规模（2024-2036 年）
    • 主要细分市场
    • 短期展望（2024-2026 年）
    • 中期预测(2026-2030)
    • 长期预测 (2030-2035)
  • 推动市场要素
    • 电动车的成长
    • 储能需求
    • 政府政策
    • 技术进步
    • 永续发展目标
    • 供应安全
  • 市场课题
    • 技术障碍
    • 经济可行性
    • 规模化问题
    • 资源可用性
    • 监理障碍
    • 竞争
  • 商业活动
    • 市场地图
    • 全球锂开采计划
    • DLE计划
    • 经营模式
    • 投资

第2章 简介

  • 锂的应用
  • 锂卤水矿床
  • 定义与工作原理
  • DLE 技术的类型
  • 相对于传统萃取方法的优势
  • DLE 技术比较
  • 价格
  • 环境影响与永续性
  • 能源需求
  • 用水量
  • 回收率
  • 可扩充性
  • 资源分析

第3章 全球市场的分析

  • 市场规模与成长
  • 地区的市场占有率
    • 北美
    • 南美
    • 亚太地区
    • 欧洲
  • 成本分析
    • 设备投资的比较
    • OPEX的明细
    • 每1吨的成本的分析
  • 供需动态
    • 目前供给
    • 需求预测
  • 法规
  • 竞争情形

第4章 企业简介(企业67公司的简介)

第5章 附录

第6章 参考文献

The global direct lithium extraction (DLE) market represents a transformative shift in the lithium mining industry, emerging as a critical solution to bridge the gap between conventional extraction limitations and escalating global demand. As lithium consumption continues its unprecedented trajectory, fuelled by the electric vehicle revolution, renewable energy storage expansion, and the proliferation of portable electronics, DLE technologies are positioning themselves as the key enabler for sustainable lithium supply chains.

The market dynamics reveal a compelling mismatch between lithium resource distribution and current production methodologies. While brine resources constitute approximately 60% of global lithium reserves, they contribute only 35% of total production, primarily due to the constraints of conventional evaporation pond methods. This disparity highlights the substantial untapped potential that DLE technologies can unlock, particularly as the industry seeks to diversify supply sources and reduce geographical concentration risks. Traditional brine extraction through evaporation ponds faces significant operational constraints, requiring 12-24 months for processing with recovery rates of only 40-60%. These limitations, combined with specific climatic and geographical requirements, have historically made brine extraction less competitive than hard rock mining. DLE fundamentally transforms this equation by enabling rapid lithium extraction with recovery rates exceeding 80-95%, while simultaneously reducing environmental footprint and expanding the range of exploitable brine resources.

The DLE market encompasses six distinct technology classes, each addressing specific operational challenges and brine compositions. Adsorption DLE currently leads commercial deployment, particularly in Argentina and China, utilizing aluminum-based sorbents with water-based desorption processes. Ion exchange technologies demonstrate exceptional capability in processing lower-grade brines below 100 mg/L lithium concentration while producing highly concentrated eluates exceeding 2000 mg/L. This technology's ability to eliminate pre- and post-concentration requirements represents a significant operational advantage, though acid handling and material degradation concerns require ongoing monitoring.

Emerging DLE technologies including membrane separation, electrochemical extraction, and chemical precipitation remain in various development stages, from pilot demonstrations to laboratory research. These technologies promise enhanced selectivity and reduced chemical consumption, though commercial validation remains pending. Notably, the industry acknowledges that no universal DLE solution exists, as brine composition variability necessitates tailored technological approaches for optimal performance.

Despite promising fundamentals, the DLE market faces implementation challenges including technology validation, economic competitiveness with conventional methods, and the need for improved sustainability metrics. However, ongoing technological advancement, increasing commercial deployment, and growing industry expertise continue to address these challenges, positioning DLE as the cornerstone technology for meeting future lithium demand sustainably and efficiently.

"The Global Direct Lithium Extraction Market 2026-2036" provides an exhaustive analysis of the DLE industry, delivering strategic insights into the fastest-growing segment of the lithium mining sector. With the lithium mining industry projected to grow at a compound annual growth rate (CAGR) of 9.7% through 2036, the DLE segment emerges as the standout performer, forecasted to achieve an exceptional 19.6% CAGR. This remarkable growth trajectory reflects the technology's potential to unlock previously inaccessible lithium resources while addressing critical sustainability challenges facing traditional extraction methods. The report examines six distinct DLE technology classes-ion exchange, adsorption, membrane separation, electrochemical extraction, solvent extraction, and chemical precipitation-providing detailed technical assessments, commercial viability analyses, and market penetration forecasts. Each technology receives comprehensive SWOT analysis, enabling stakeholders to make informed investment decisions in this rapidly evolving landscape.

Market dynamics reveal compelling opportunities as brine resources, constituting 60% of global lithium reserves but contributing only 35% of current production, present vast untapped potential. DLE technologies fundamentally transform this equation by achieving 80-95% recovery rates compared to conventional evaporation ponds' 40-60%, while reducing processing time from 12-24 months to mere hours or days. This dramatic improvement in efficiency, combined with significantly reduced environmental footprint and enhanced ESG compliance, positions DLE as the preferred solution for next-generation lithium production.

Comprehensive cost analysis including CAPEX comparisons, OPEX breakdowns, and production cost benchmarking enables accurate financial modeling and investment planning. The report quantifies DLE's economic advantages, demonstrating how technological improvements are rapidly closing cost gaps with traditional methods while delivering superior operational metrics. The competitive landscape analysis profiles 67 key industry players, from established mining giants to innovative technology startups, examining their strategic positioning, technological approaches, and market penetration strategies. This intelligence enables stakeholders to identify potential partners, competitors, and acquisition targets in the dynamic DLE ecosystem.

Contents include:

  • Comprehensive lithium production and demand analysis (2020-2036)
  • Global DLE project distribution and capacity assessments
  • Traditional extraction method limitations and market gaps
  • DLE technology classification and comparative analysis
  • Market growth trajectories and investment opportunities
  • Technology Assessment and Analysis
    • Ion exchange technologies: resin-based systems, inorganic exchangers, hybrid approaches
    • Adsorption technologies: physical/chemical adsorption, selective materials, ion sieves
    • Membrane separation: pressure-assisted and potential-assisted processes
    • Electrochemical extraction: battery-based systems, intercalation cells, flow-through designs
    • Solvent extraction: conventional and CO2-based extraction systems
    • Chemical precipitation: overview and implementation challenges
    • Novel hybrid approaches combining multiple technologies
  • Market Dynamics and Forecasting
    • Regional market share analysis across four major geographic regions
    • Cost analysis including CAPEX/OPEX comparisons and production economics
    • Supply-demand dynamics and market balance projections
    • Regulatory landscape analysis and policy impact assessment
    • Competitive positioning and industry consolidation trends
  • Resource Analysis and Applications
    • Comprehensive brine resource classification and quality assessment
    • Clay deposits and geothermal water extraction potential
    • Resource quality matrices and extraction potential evaluation
    • Lithium applications across battery, ceramic, and industrial sectors
    • Sustainability comparisons and environmental impact assessments

The report provides comprehensive profiles of 67 leading companies driving innovation and commercial deployment in the DLE sector including Adionics, Aepnus Technology, Albemarle Corporation, alkaLi, Altillion, American Battery Materials, Anson Resources, Arcadium Lithium, Arizona Lithium, BioMettallum, Century Lithium, CleanTech Lithium, Conductive Energy, Controlled Thermal Resources, Cornish Lithium, E3 Lithium Ltd, Ekosolve, ElectraLith, Ellexco, EnergyX, Energy Sourcer Minerals, Eon Minerals, Eramet, Evove, ExSorbiton, Geo40, Geolith, Go2Lithium (G2L), International Battery Metals (IBAT), Jintai Lithium, KMX Technologies, Koch Technology Solutions (KTS), Lake Resources, Lanke Lithium, Lifthium Energy, Lihytech, Lilac Solutions, Lithios, LithiumBank Resources and more.....

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

  • 1.1. Market Overview
    • 1.1.1. Lithium production and demand
      • 1.1.1.1. DLE Projects
      • 1.1.1.2. Global Lithium Production and Demand 2020-2024 (ktpa LCE)
      • 1.1.1.3. Lithium Production Forecast 2025-2035
  • 1.2. Issues with traditional extraction methods
  • 1.3. DLE Methods
    • 1.3.1. Technology Merits, Demerits, and Costs
      • 1.3.1.1. Ion Exchange Technologies
      • 1.3.1.2. Adsorption Technologies
      • 1.3.1.3. Membrane Technologies
      • 1.3.1.4. Electrochemical Technologies
  • 1.4. The Direct Lithium Extraction Market
    • 1.4.1. Growth trajectory for The Direct Lithium Extraction market
    • 1.4.2. Market forecast to 2036
    • 1.4.3. DLE Production Forecast by Country (ktpa LCE)
    • 1.4.4. DLE Market Size by Technology Type (2024-2036)
    • 1.4.5. Key market segments
    • 1.4.6. Short-term outlook (2024-2026)
    • 1.4.7. Medium-term forecasts (2026-2030)
    • 1.4.8. Long-term predictions (2030-2035)
  • 1.5. Market Drivers
    • 1.5.1. Electric Vehicle Growth
    • 1.5.2. Energy Storage Demand
    • 1.5.3. Government Policies
    • 1.5.4. Technological Advancements
      • 1.5.4.1. Process improvements
      • 1.5.4.2. Efficiency gains
      • 1.5.4.3. Cost reduction
    • 1.5.5. Sustainability Goals
    • 1.5.6. Supply Security
  • 1.6. Market Challenges
    • 1.6.1. Technical Barriers
    • 1.6.2. Economic Viability
    • 1.6.3. Scale-up Issues
    • 1.6.4. Resource Availability
    • 1.6.5. Regulatory Hurdles
    • 1.6.6. Competition
      • 1.6.6.1. Traditional methods
      • 1.6.6.2. Alternative technologies
  • 1.7. Commercial activity
    • 1.7.1. Market map
    • 1.7.2. Global lithium extraction projects
    • 1.7.3. DLE Projects
    • 1.7.4. Business models
    • 1.7.5. Investments

2. INTRODUCTION

  • 2.1. Applications of lithium
  • 2.2. Lithium brine deposits
  • 2.3. Definition and Working Principles
    • 2.3.1. Basic concepts and mechanisms
    • 2.3.2. Process chemistry
    • 2.3.3. Technology evolution
  • 2.4. Types of DLE Technologies
    • 2.4.1. Brine Resources
    • 2.4.2. Hard Rock Resources
      • 2.4.2.1. Spodumene Upgrading
      • 2.4.2.2. Spodumene Refining
      • 2.4.2.3. Logistics
    • 2.4.3. Sediment-hosted deposits
    • 2.4.4. Ion Exchange
      • 2.4.4.1. Resin-based systems
      • 2.4.4.2. Inorganic ion exchangers
      • 2.4.4.3. Hybrid systems
      • 2.4.4.4. Companies
      • 2.4.4.5. SWOT analysis
    • 2.4.5. Adsorption
      • 2.4.5.1. Adsorption vs ion exchange
      • 2.4.5.2. Physical adsorption
      • 2.4.5.3. Chemical adsorption
      • 2.4.5.4. Selective materials
        • 2.4.5.4.1. Ion sieves
        • 2.4.5.4.2. Sorbent Composites
      • 2.4.5.5. Companies
      • 2.4.5.6. SWOT analysis
    • 2.4.6. Membrane Separation
      • 2.4.6.1. Pressure-assisted
        • 2.4.6.1.1. Reverse osmosis (RO)
        • 2.4.6.1.2. Membrane fouling
        • 2.4.6.1.3. Microfiltration (MF), ultrafiltration (UF), and nanofiltration (NF)
      • 2.4.6.2. Potential-assisted
        • 2.4.6.2.1. Electrodialysis
        • 2.4.6.2.2. Bipolar
        • 2.4.6.2.3. Capacitive deionization (CDI)
        • 2.4.6.2.4. Membrane distillation (MD)
      • 2.4.6.3. Companies
      • 2.4.6.4. SWOT analysis
    • 2.4.7. Solvent Extraction
      • 2.4.7.1. Overview
        • 2.4.7.1.1. CO2-based extraction systems
      • 2.4.7.2. Companies
      • 2.4.7.3. SWOT analysis
    • 2.4.8. Electrochemical extraction
      • 2.4.8.1. Overview
      • 2.4.8.2. Cost Analysis and Comparison
      • 2.4.8.3. Advantages of Electrochemical Extraction
      • 2.4.8.4. Battery-based
      • 2.4.8.5. Intercalation Cells
      • 2.4.8.6. Hybrid Capacitive
      • 2.4.8.7. Modified Electrodes
      • 2.4.8.8. Flow-through Systems
      • 2.4.8.9. Companies
      • 2.4.8.10. SWOT analysis
    • 2.4.9. Chemical precipitation
      • 2.4.9.1. Overview
      • 2.4.9.2. SWOT analysis
    • 2.4.10. Novel hybrid approaches
  • 2.5. Advantages Over Traditional Extraction
    • 2.5.1. Recovery rates
    • 2.5.2. Environmental impact
    • 2.5.3. Processing time
    • 2.5.4. Product purity
  • 2.6. Comparison of DLE Technologies
  • 2.7. Prices
  • 2.8. Environmental Impact and Sustainability
  • 2.9. Energy Requirements
  • 2.10. Water Usage
  • 2.11. Recovery Rates
    • 2.11.1. By technology type
    • 2.11.2. By resource type
    • 2.11.3. Optimization potential
  • 2.12. Scalability
  • 2.13. Resource Analysis
    • 2.13.1. Brine Resources
    • 2.13.2. Clay Deposits
    • 2.13.3. Geothermal Waters
    • 2.13.4. Resource Quality Assessment
    • 2.13.5. Extraction Potential

3. GLOBAL MARKET ANALYSIS

  • 3.1. Market Size and Growth
  • 3.2. Regional Market Share
    • 3.2.1. North America
    • 3.2.2. South America
    • 3.2.3. Asia Pacific
    • 3.2.4. Europe
  • 3.3. Cost Analysis
    • 3.3.1. CAPEX comparison
    • 3.3.2. OPEX breakdown
    • 3.3.3. Cost Per Ton Analysis
  • 3.4. Supply-Demand Dynamics
    • 3.4.1. Current supply
    • 3.4.2. Demand projections
  • 3.5. Regulations
  • 3.6. Competitive Landscape

4. COMPANY PROFILES (67 company profiles)

5. APPENDICES

  • 5.1. Glossary of Terms
  • 5.2. List of Abbreviations
  • 5.3. Research Methodology

6. REFERENCES

List of Tables

  • Table 1. Lithium sources and extraction methods
  • Table 2. Global Lithium Production 2023, by country
  • Table 3. Factors Affecting Lithium Production Outlook
  • Table 4. Worldwide Distribution of DLE Projects
  • Table 5. Announced vs Assumed DLE Outlook
  • Table 6. Global Lithium Production and Demand 2020-2024 (ktpa LCE)
  • Table 7. Lithium Production Forecast 2025-2035
  • Table 8. Li Production Contribution by Resource Type (%)
  • Table 9. Li Production Contribution from Brine Extraction (ktpa LCE)
  • Table 10. Lithium Supply vs Demand Outlook 2023-2035 (ktpa LCE)
  • Table 11. Comparison of lithium extraction methods
  • Table 12. DLE Technologies Comparison
  • Table 13. Global DLE Market Size 2020-2024
  • Table 14. DLE Market Growth Projections 2024-2036
  • Table 15. DLE Production Forecast by Country (ktpa LCE)
  • Table 16. DLE Market Size by Technology Type (2024-2036)
  • Table 17. DLE forecast segmented by brine type
  • Table 18. Direct Lithium Extraction Key Market Segments
  • Table 19. Market Drivers for DLE
  • Table 20. Market Challenges in Direct Lithium Extraction
  • Table 21. Alternative Technologies Comparison
  • Table 22. Global lithium extraction projects
  • Table 23. Current and Planned DLE Projects
  • Table 24. Traditional Brine Operations
  • Table 25. Hard Rock Operations
  • Table 26. Conversion Plants
  • Table 27. Business Models by DLE Player Activity
  • Table 28. Business Models by Li Recovery Process
  • Table 29. DLE Investments
  • Table 30. Lithium applications
  • Table 31. Types of lithium brine deposits
  • Table 32. Existing and emerging methods for lithium mining & extraction
  • Table 33. Technology Evolution Timeline and Characteristics
  • Table 34. Types of DLE Technologies
  • Table 35. Brine Evaporation vs Brine DLE Comparison
  • Table 36. Commercial Hard Rock (Spodumene) Projects
  • Table 37. Companies in Sedimentary Lithium Processing
  • Table 38. Ion exchange processes for lithium extraction
  • Table 39. Ion Exchange DLE Projects and Companies
  • Table 40. Companies in ion exchange DLE
  • Table 41. Adsorption vs Absorption
  • Table 42. Adsorption Processes for Lithium Extraction
  • Table 43. Adsorption vs ion exchange
  • Table 44. Types of Sorbent Materials
  • Table 45. Commercial brine evaporation projects
  • Table 46. Comparison of Al/Mn/Ti-based Sorbents
  • Table 47. Adsorption DLE Projects
  • Table 48. Companies in adsorption DLE
  • Table 49. Membrane processes for lithium recovery
  • Table 50. Membrane Materials
  • Table 51. Membrane Filtration Comparison
  • Table 52. Potential-assisted Membrane Technologies
  • Table 53. Companies in membrane technologies for DLE
  • Table 54. Membrane technology developers by Li recovery process
  • Table 55. Solvent extraction processes for lithium extraction
  • Table 56. Companies in solvent extraction DLE
  • Table 57. Electrochemical technologies for lithium recovery
  • Table 58. Companies in electrochemical extraction DLE
  • Table 59. Chemical Precipitation Agents
  • Table 60. Novel Hybrid DLE Approaches
  • Table 61. Cost Comparison: DLE vs Traditional Methods
  • Table 62. Recovery Rate Comparison
  • Table 63. Environmental Impact Comparison
  • Table 64. Processing Time Comparison
  • Table 65. Product Purity Comparison
  • Table 66. Comparison of DLE Technologies
  • Table 67. Lithium Prices 2019-2024 (Battery Grade Li2CO3)
  • Table 68. Energy Consumption Comparison
  • Table 69. Water Usage by Technology Type
  • Table 70. Recovery Rates Comparison
  • Table 71. Recovery Rates By Technology Type
  • Table 72. Recovery Rates By Resource Type
  • Table 73. Global Lithium Resource Distribution,
  • Table 74. Quality Parameters
  • Table 75. Brine Chemistry Comparison
  • Table 76. Resource Quality Matrix
  • Table 77. Extraction Potential by Resource Type
  • Table 78. Global DLE Market Size by Region
  • Table 79. CAPEX Breakdown by Technology
  • Table 80. Cost Comparisons Between Lithium Projects
  • Table 81. OPEX Breakdown Table (USD/tonne LCE)
  • Table 82. Production Cost Comparison (USD/tonne LCE)
  • Table 83. Sustainability Comparisons
  • Table 84. Regulations and incentives related to lithium extraction and mining
  • Table 85. DLE Patent Filing Trends 2015-2024
  • Table 86. Glossary of Terms
  • Table 87. List of Abbreviations

List of Figures

  • Figure 1. Schematic of a conventional lithium extraction process with evaporation ponds
  • Figure 2. Schematic for a direct lithium extraction (DLE) process.
  • Figure 3. Global DLE Market Size 2020-2024
  • Figure 4. DLE Market Growth Projections 2024-2036
  • Figure 5. Market map of DLE technology developers
  • Figure 6. Direct Lithium Extraction Process
  • Figure 7. Direct lithium extraction (DLE) technologies
  • Figure 8. Ion Exchange Process Flow Diagram
  • Figure 9. SWOT analysis for ion exchange technologies
  • Figure 10. SWOT analysis for adsorption DLE
  • Figure 11. Membrane Separation Schematic
  • Figure 12. SWOT analysis for membrane DLE
  • Figure 13. SWOT analysis for solvent extraction DLE
  • Figure 14. SWOT analysis for electrochemical extraction DLE
  • Figure 15. SWOT analysis for chemical precipitation
  • Figure 16. Conventional vs. DLE processes
  • Figure 17. Global DLE Market Size by Region
  • Figure 18. Competitive Position Matrix
  • Figure 19. Flionex-R process
  • Figure 20. Volt Lithium Process