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清洁能源转型中 CRM（关键原料）的成长机会
市场调查报告书
商品编码
1395903

清洁能源转型中 CRM（关键原料）的成长机会

Growth Opportunities for Critical Raw Materials in a Clean Energy Transition
出版日期: | 出版商: Frost & Sullivan | 英文 78 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

回收、采矿、精製和替代原材料的创新点燃了新的区域供应链

CRM（关键原料）是指对一个国家或地区具有重要经济和战略意义，但供应风险较高的原料。关键性取决于多种因素，从一个角度来看重要的事情可能从另一个角度来看并不相同。例如，对太阳能电池板可能重要的东西对电池可能不重要，对一个国家可能重要的东西对其他国家可能不重要，这取决于可用资源和地缘政治情况。还有。

本研究探讨了在向清洁能源过渡中发挥关键作用的选定参考材料的回收、替代和精製。具体来说，它需要钴、锂、铜、镍、钕和镝（两种最相关的稀土元素材料）和锰，以及如何从电动马达和发电机、太阳能板、电力线和氢电解中回收它们。考虑。

该研究从采矿、地缘政治和供应链的角度描述了与每种材料相关的各种挑战。我们也分析重要的法规和政策，例如欧盟的关键材料法案、美国的关键矿物联邦战略和加拿大的关键矿物战略。

本研究涵盖的其他领域包括电池的已建立和新的回收方法、稀土元素的已建立和新的回收方法、CRM的可替代性以及CRM采矿和提炼的创新等等。此外，在这些领域之一表现出色的公司也会受到关注。最后，我们讨论该领域最大的成长机会。

目录

战略问题

  • 为什么成长如此困难？
  • The Strategic Imperative 8（TM）
  • 关键策略措施对清洁能源产业关键原料 (CRM) 的影响
  • 成长机会推动Growth Pipeline Engine（TM）
  • Frost & Sullivan CRM 与电气化相关报告
  • 强调

成长环境

  • 客户关係管理定义
  • 定义 CRM 业务生态系统中的重要性/风险
  • 范围
  • 移民必备材料
  • 从最终用户应用程式中提取材料
  • 客户关係管理的作用
  • CRM产业价值链
  • 瓶颈
  • CRM、需求/短缺预测
  • 采矿辩论

监管和政策

  • 介绍
  • 欧盟关键材料法
  • 全球其他有关CRM的相关政策

CRM 中的恢復可能性

  • 介绍
  • 每种干净科技的回收流程概述
  • 已建立的和新的电池回收方法
  • 已建立的和新的稀土回收方法
  • CRM 收藏中的着名公司

CRM的可替代性

  • 可以取代锂离子电池中 CRM 的替代技术和材料
  • 永久磁铁稀土替代技术
  • CRM替代领域的知名公司

CRM挖掘与精製的创新

  • CRM 生产全生命週期的创新
  • CRM生产创新和知名企业

成长机会宇宙

  • 成长机会1：电池回收
  • 成长机会二：赋能流通的资料服务
  • 成长机会3：借助认知机器人和机器学习（ML）进行分解
  • 成长机会4：逆向物流
  • 成长机会5：本地挖矿生态系统
  • 成长机会6：钴回收

下一步

简介目录
Product Code: PEF1-92

Innovations in Recycling, Mining, Refining, and Substituting Materials Spark New Local Supply Chains

Critical raw materials (CRMs) are raw materials that are economically and strategically important for a country or region but have high risks associated with their supply. Criticality depends on various factors, and what counts as critical from a particular standpoint might not be the same from another standpoint. For instance, what might be critical for a solar panel might not be critical for a battery, and what might be considered critical for a particular country might not be critical for another, depending on the available resources and geopolitical scenarios.

This study examines recycling, substituting, and innovating in the mining and refining of particular CRMs that are key for the clean energy transition. Specifically, this study covers cobalt, lithium, copper, nickel, neodymium and dysprosium (the 2 most relevant rare earth materials), and manganese, looking at the ways they can be recovered from motors and generators, solar panels, transmission lines, and hydrogen electrolyzers.

The research describes different challenges involved with each of these materials, from both a mining and geopolitical and supply chain perspective. The analysis also looks at important regulations and policies, such as the European Union's Critical Raw Materials Act, the United States' Federal Strategy on Critical Minerals, and Canada's Critical Minerals Strategy.

Other areas covered in this research include established and emerging recycling methods for batteries, established and emerging recycling methods for rare earth elements, substitution potential in CRMs, and innovations in CRM mining and refining. Companies excelling in any of these areas are profiled. The study concludes with a discussion of the top growth opportunities in this space.

Table of Contents

Strategic Imperatives

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on Critical Raw Materials (CRMs) for the Clean Energy Industry
  • Growth Opportunities Fuel the Growth Pipeline Engine™
  • Frost & Sullivan Reports Related to CRMs and Electrification
  • Highlights

Growth Environment

  • Defining CRMs
  • Defining Criticality/Risk in the CRM Business Ecosystem
  • Scope
  • Critical Materials for the Transition
  • Extracting Materials from End-user Applications
  • The Role of CRMs in...
  • The Value Chain in the CRM Industry
  • Bottlenecks
  • CRMs, Projected Demand, and Deficits
  • The Mining Debate

Regulations and Policies

  • Introduction (*)
  • The European Union's Critical Raw Materials Act (*)
  • Other Relevant Policies on CRMs around the Globe

Recovery Potential in CRMs

  • Introduction
  • Summary of the Recycling Processes for Selected Clean Technologies
  • Established and Emerging Recycling Methods for Batteries (*)
  • Established and Emerging Recycling Methods for REEs (*)
  • Companies to Watch in CRM Recovery

Substitution Potential in CRMs

  • Alternative Technologies and Materials that Could Replace CRMs in Li-ion Batteries (*)
  • Alternative Technologies that Could Replace REEs in Permanent Magnets
  • Companies to Watch in the CRM Substitution Space

Innovations in CRMs Mining and Refining

  • Innovations in CRM Production Along its Life Cycle
  • Innovation in CRM Production and Companies to Watch

Growth Opportunity Universe

  • Growth Opportunity 1: Battery Recycling
  • Growth Opportunity 2: Data Services Enabling Circularity
  • Growth Opportunity 3: Disassembly with Support from Cognitive Robotics and Machine Learning (ML)
  • Growth Opportunity 4: Reverse Logistics
  • Growth Opportunity 5: Local Mining Ecosystem
  • Growth Opportunity 6: Cobalt Recycling

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