氢氧化锂市场机会、成长动力、产业趋势分析及2025-2034年预测

2024 年全球氢氧化锂市场价值为 252 亿美元，预计到 2034 年将以 15.4% 的复合年增长率成长，达到 1,051 亿美元。这一上升趋势主要得益于电动车 (EV) 普及率的爆炸性增长以及全球对再生能源整合的日益重视。氢氧化锂作为高性能锂离子电池（尤其是高镍含量的锂离子电池）生产的重要组成部分，正受到广泛关注。与传统电池相比，这些电池具有更高的能量密度、更长的使用寿命和更强的热稳定性。随着各国推动脱碳和清洁出行，对高能量密度、长寿命电池技术的需求持续飙升。

因此，氢氧化锂正在多种应用中迅速取代碳酸锂，因为其性能优势恰好满足了现代电池系统不断变化的需求。人们越来越重视能源储存系统（包括电网稳定性和住宅备用电源），这也促进了氢氧化锂市场的成长。技术的快速进步以及政府主导的支持电池生产和本地化供应链的倡议进一步加速了市场扩张。随着原始设备製造商、电池生产商和政策制定者朝着净零未来迈进，这种材料的相关性预计只会增强，使氢氧化锂成为全球能源转型的战略资产。

市场主要分为两种形式：无水物和一水物，其中一水物占最大份额，2024 年价值 157 亿美元。製造商更喜欢一水物形式，因为它具有成本效益、更易于处理的特性，并且与锂离子电池中正极材料的合成相容。随着电动车和储能係统在全球市场不断扩张，预计预测期内对氢氧化锂一水合物的需求将稳定成长。

电池应用领域引领了氢氧化锂市场，2024 年创造了 154 亿美元的收入，预计 2025 年至 2034 年的复合年增长率为 16.4%。需求激增主要是由于对高纯度氢氧化锂的需求，它是锂离子电池高镍正极配方中的关键成分。这些电池广泛应用于电动车和大型储能係统，由于人们日益关注环境问题以及对绿色技术的政策支持，这两者都经历了前所未有的成长。

受电动车基础设施、超级工厂开发和清洁能源计画的大量投资推动，光是美国氢氧化锂市场规模就将在 2024 年达到 54 亿美元。随着美国成为锂离子电池供应链的强国，对高品质氢氧化锂的需求正在迅速增长。

全球市场的领先公司包括默克、MP Biomedicals、Nanografi、赛默飞世尔科技、Glentham Life Sciences、Vishnupriya Chemicals、Loba Chemie、Sisco Research Laboratories、American Elements 和 Stanford Advanced Materials。这些参与者专注于扩大生产能力、确保长期采购合约以及加强与电动车和再生能源公司的合作伙伴关係。旨在提高产品纯度和效率的研发投资仍是一项策略重点。

目录

第一章：方法论与范围

第二章：执行摘要

第三章：行业洞察

• 产业生态系统分析
  • 影响价值链的因素
  • 利润率分析
  • 中断
  • 未来展望
  • 製造商
  • 经销商
• 供应商格局
• 利润率分析
• 重要新闻和倡议
• 监管格局
• 衝击力
  • 成长动力
    • 电动车（EV）需求不断成长
    • 电池化学技术的进步
    • 政府激励措施和政策
  • 产业陷阱与挑战
    • 供应链中断
    • 环境和监管挑战
• 成长潜力分析
• 波特的分析
• PESTEL分析

第四章：竞争格局

• 介绍
• 公司市占率分析
• 竞争定位矩阵
• 战略展望矩阵

第五章：市场估计与预测：依纯度，2021 年至 2034 年

• 主要趋势
• 55%
• 99%
• 99.30%
• 其他的

第六章：市场估计与预测：依形式，2021 年至 2034 年

• 主要趋势
• 无水
• 一水合物

第七章：市场估计与预测：按应用，2021 年至 2034 年

• 主要趋势
• 电池
  • 锂离子电池
  • 储能係统（ESS）
• 油脂和润滑剂
• 玻璃和陶瓷
• 空调和加湿系统
• 化学合成
• 二氧化碳吸收
• 其他的

第八章：市场估计与预测：依最终用途，2021 年至 2034 年

• 主要趋势
• 汽车
  • 电动车（EV）
  • 混合动力电动车（HEV）
• 电子和储能
• 工业製造
• 航太
• 化学
• 其他的

第九章：市场估计与预测：按地区，2021 年至 2034 年

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 德国
  • 英国
  • 法国
  • 西班牙
  • 义大利
  • 荷兰
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 澳洲
  • 韩国
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• 中东和非洲
  • 沙乌地阿拉伯
  • 南非
  • 阿联酋

第十章：公司简介

• American Elements
• Glentham Life Sciences
• Loba Chemie
• Merck
• MP Biomedicals
• Nanografi
• Sisco Research Laboratories
• Stanford Advanced Materials
• Thermo Fisher Scientific
• Vishnupriya Chemicals

The Global Lithium Hydroxide Market was valued at USD 25.2 billion in 2024 and is estimated to grow at a CAGR of 15.4% to reach USD 105.1 billion by 2034. This upward trajectory is primarily driven by the explosive rise in electric vehicle (EV) adoption and the growing emphasis on renewable energy integration worldwide. Lithium hydroxide is gaining strong traction as a vital component in the production of high-performance lithium-ion batteries, particularly those with high nickel content. These batteries deliver superior energy density, extended lifespan, and enhanced thermal stability compared to traditional alternatives. With nations pushing for decarbonization and clean mobility, the demand for energy-dense, long-lasting battery technologies continues to skyrocket.

As a result, lithium hydroxide is quickly replacing lithium carbonate in several applications, as its performance benefits cater precisely to the evolving requirements of modern battery systems. The increasing emphasis on energy storage systems, both for grid stability and residential backup, is also contributing to the growth of the lithium hydroxide market. Rapid technological advancements and government-led initiatives to support battery production and localized supply chains further accelerate the market expansion. The material's relevance is only expected to intensify as OEMs, battery producers, and policymakers align toward a net-zero future, making lithium hydroxide a strategic asset in global energy transformation.

The market is segmented primarily into two forms-anhydrous and monohydrate-with the monohydrate segment commanding the largest share, valued at USD 15.7 billion in 2024. Manufacturers prefer the monohydrate form due to its cost-effectiveness, easier handling properties, and compatibility with the synthesis of cathode materials in lithium-ion batteries. As electric vehicles and energy storage systems continue to expand across global markets, the demand for lithium hydroxide monohydrate is projected to grow steadily through the forecast period.

The battery application segment led the lithium hydroxide market, generating USD 15.4 billion in revenue in 2024, and is anticipated to grow at a CAGR of 16.4% from 2025 to 2034. The surge in demand is primarily due to the need for high-purity lithium hydroxide, a critical component in the formulation of high-nickel cathodes for lithium-ion batteries. These batteries are widely used in electric vehicles and large-scale energy storage systems, both of which are experiencing unprecedented growth due to rising environmental concerns and policy support for green technologies.

The U.S. Lithium Hydroxide Market alone reached USD 5.4 billion in 2024, fueled by heavy investments in EV infrastructure, gigafactory development, and clean energy initiatives. With the U.S. emerging as a powerhouse in the lithium-ion battery supply chain, the demand for high-quality lithium hydroxide is scaling up rapidly.

Leading companies in the global market include Merck, MP Biomedicals, Nanografi, Thermo Fisher Scientific, Glentham Life Sciences, Vishnupriya Chemicals, Loba Chemie, Sisco Research Laboratories, American Elements, and Stanford Advanced Materials. These players are focused on expanding production capacities, securing long-term sourcing contracts, and strengthening partnerships with EV and renewable energy firms. Research and development investments aimed at improving product purity and efficiency remain a strategic priority.

Table of Contents

Chapter 1 Methodology and Scope

• 1.1 Market scope and definition
• 1.2 Base estimates and calculations
• 1.3 Forecast calculation
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
  • 1.5.2 Data mining sources

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021-2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Factor affecting the value chain
  • 3.1.2 Profit margin analysis
  • 3.1.3 Disruptions
  • 3.1.4 Future outlook
  • 3.1.5 Manufacturers
  • 3.1.6 Distributors
• 3.2 Supplier landscape
• 3.3 Profit margin analysis
• 3.4 Key news and initiatives
• 3.5 Regulatory landscape
• 3.6 Impact forces
  • 3.6.1 Growth drivers
    • 3.6.1.1 Rising demand for electric vehicles (EVs)
    • 3.6.1.2 Technological advancements in battery chemistry
    • 3.6.1.3 Government incentives and policies
  • 3.6.2 Industry pitfalls and challenges
    • 3.6.2.1 Supply chain disruptions
    • 3.6.2.2 Environmental and regulatory challenges
• 3.7 Growth potential analysis
• 3.8 Porter’s analysis
• 3.9 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates and Forecast, By Purity, 2021 – 2034 (USD Billion) (Kilo Tons)

• 5.1 Key trends
• 5.2 55%
• 5.3 99%
• 5.4 99.30%
• 5.5 Others

Chapter 6 Market Estimates and Forecast, By Form, 2021 – 2034 (USD Billion) (Kilo Tons)

• 6.1 Key trends
• 6.2 Anhydrous
• 6.3 Monohydrate

Chapter 7 Market Estimates and Forecast, By Application, 2021 – 2034 (USD Billion) (Kilo Tons)

• 7.1 Key trends
• 7.2 Batteries
  • 7.2.1 Lithium-ion batteries
  • 7.2.2 energy storage systems (ESS)
• 7.3 Greases and lubricants
• 7.4 Glass and ceramics
• 7.5 Air conditioning and humidification systems
• 7.6 Chemical synthesis
• 7.7 Carbon dioxide absorption
• 7.8 Others

Chapter 8 Market Estimates and Forecast, By End Use, 2021 – 2034 (USD Billion) (Kilo Tons)

• 8.1 Key trends
• 8.2 Automotive
  • 8.2.1 Electric vehicles (EVs)
  • 8.2.2 Hybrid electric vehicles (HEVs)
• 8.3 Electronics and energy storage
• 8.4 Industrial manufacturing
• 8.5 Aerospace
• 8.6 Chemical
• 8.7 Others

Chapter 9 Market Estimates and Forecast, By Region, 2021 – 2034 (USD Billion) (Kilo Tons)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 France
  • 9.3.4 Spain
  • 9.3.5 Italy
  • 9.3.6 Netherlands
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 Australia
  • 9.4.5 South Korea
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 Middle East and Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 South Africa
  • 9.6.3 UAE

Chapter 10 Company Profiles

• 10.1 American Elements
• 10.2 Glentham Life Sciences
• 10.3 Loba Chemie
• 10.4 Merck
• 10.5 MP Biomedicals
• 10.6 Nanografi
• 10.7 Sisco Research Laboratories
• 10.8 Stanford Advanced Materials
• 10.9 Thermo Fisher Scientific
• 10.10 Vishnupriya Chemicals