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市场调查报告书
商品编码
1844348
电池材料回收市场机会、成长动力、产业趋势分析及2025-2034年预测Battery Materials Recycling Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034 |
2024 年全球电池材料回收市场价值为 126 亿美元,预计到 2034 年将以 15.1% 的复合年增长率增长至 512 亿美元。
随着电动车和再生能源产业的扩张,对锂、钴、锰和镍等关键电池金属的需求激增。回收这些材料作为传统采矿的可持续替代方案,正日益受到关注,为应对原材料价格波动、地缘政治不确定性和环境恶化等问题提供了解决方案。监管改革正在各主要地区迅速推进,以鼓励资源循环利用并改善电池报废管理,这进一步推动了市场发展。这些变化正在培育长期成长前景,并促使私营和公共部门对回收生态系统进行强劲投资。
市场范围 | |
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起始年份 | 2024 |
预测年份 | 2025-2034 |
起始值 | 126亿美元 |
预测值 | 512亿美元 |
复合年增长率 | 15.1% |
全球对永续供应链的日益关注,强化了储能和电动车领域对循环经济的需求。回收不仅被视为环保方法,也是减少对原料开采依赖的策略工具。重塑该行业的关键趋势之一是将回收业务垂直整合到电池製造供应链中。这种整合有助于製造商形成闭环,确保稳定地采购高价值的回收材料,同时提高整个生产生命週期的成本效率和合规性。
2024年,锂回收领域产值达29亿美元,预计2025年至2034年的复合年增长率将达到13.9%。由于电动车、便携式电子设备和电网级储能係统中使用的锂离子电池需求旺盛,锂将继续占据主导地位。随着直接锂萃取和湿式冶金等技术的进步,锂回收效率不断提高,进一步巩固了其在电池材料回收市场的主导地位。这些技术的日益普及提高了锂萃取率,使得锂回收在商业规模上越来越可行。
汽车电池市场在2024年创造了60亿美元的产值,预计到2034年将以14.5%的复合年增长率成长。全球电动车的持续普及加速推动了汽车电池市场的快速成长,这产生了大量的废弃锂离子电池。汽车製造商和电池供应商正在与回收商建立战略合作关係,以建立闭环系统,回收锂、钴和镍等金属,并将其用于新电池的生产。这些系统在减少电动车成长对环境的影响和确保更具韧性的供应链方面发挥关键作用。
2024年,中国电池材料回收市场规模达30亿美元,预计2034年将以15.3%的复合年增长率成长。中国已实施严格的电池回收法规,并拥有支撑先进回收技术发展的产业规模。同时,印度正迅速崛起,成为一个充满潜力的市场,新的法规和投资正在增强其回收能力。随着电动车和电子产品产业的扩张,澳洲、印尼和泰国等国家也正在加速基础设施建设,以支持电池材料的回收。
推动全球电池材料回收市场创新和扩张的领先公司包括 Stena Recycling、Redwood Materials、Ascend Elements、TES(SK Ecoplant 的一部分)、Umicore、LG Energy、RecycLiCo Battery Materials Inc.、Duesenfeld GmbH、Primobius GmbH(Neometal、RVom)、Neometal、Etidelxs、Primobius GmbH(Neometals JV)、Glenoms、Nexal、tidom (ESM) 和 American Battery Technology Co. 为了巩固其在电池材料回收市场的立足点,各公司正在推行以垂直整合和技术创新为中心的策略。领先的企业正在与汽车製造商和电池製造商合作,创建闭环生态系统,以促进废弃电池的直接采购。他们也正在投资先进的湿式冶金和直接萃取技术,以提高材料回收率并降低加工成本。各公司正在透过建立区域回收中心和组建合资企业来本地化收集和精炼业务,从而扩大其全球影响力。
The Global Battery Materials Recycling Market was valued at USD 12.6 billion in 2024 and is estimated to grow at a CAGR of 15.1% to reach USD 51.2 billion by 2034.
Demand for key battery metals like lithium, cobalt, manganese, and nickel is surging as the electric vehicle and renewable energy sectors expand. Recycling these materials is gaining traction as a sustainable alternative to traditional mining, offering a solution to volatile raw material pricing, geopolitical uncertainty, and environmental degradation. The market is being further propelled by regulatory reforms, which are evolving rapidly across key regions to encourage resource circularity and improve battery end-of-life management. These changes are fostering long-term growth prospects and enabling robust private and public sector investments in recycling ecosystems.
Market Scope | |
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Start Year | 2024 |
Forecast Year | 2025-2034 |
Start Value | $12.6 Billion |
Forecast Value | $51.2 Billion |
CAGR | 15.1% |
Increasing global attention toward sustainable supply chains is reinforcing the need for circular economies in energy storage and electric mobility. Recycling is not only seen as an eco-conscious approach but also as a strategic tool for reducing dependency on virgin material extraction. One of the key trends reshaping the industry is the vertical integration of recycling operations into battery manufacturing supply chains. This integration is helping manufacturers close the loop, ensuring stable sourcing of high-value recovered materials while improving cost efficiency and regulatory compliance throughout production lifecycles.
The lithium recovery segment generated USD 2.9 billion in 2024 and is expected to grow at a CAGR of 13.9% from 2025 to 2034. Lithium continues to dominate due to its high demand in lithium-ion batteries used across EVs, portable electronics, and grid-scale storage systems. With advancements in techniques such as direct lithium extraction and hydrometallurgical processes, lithium recovery is becoming more efficient, further fueling its dominance within the battery materials recycling market. The rising use of these technologies enhances extraction yields, which is making recycling increasingly viable at a commercial scale.
The automotive battery segment generated USD 6 billion in 2024 and is projected to grow at a CAGR of 14.5% through 2034. The segment growth is fueled by the ongoing acceleration of global EV adoption, which is creating enormous volumes of spent lithium-ion batteries. Automakers and battery suppliers are forming strategic collaborations with recyclers to build closed-loop systems that reclaim metals such as lithium, cobalt, and nickel for reuse in new battery production. These systems are playing a key role in reducing the environmental impact of EV growth and ensuring more resilient supply chains.
China Battery Materials Recycling Market generated USD 3 billion in 2024 and is expected to grow at a CAGR of 15.3% through 2034. The country has implemented strict battery recycling regulations and possesses the industrial scale to support the growth of advanced recovery technologies. Meanwhile, India is quickly emerging as a promising market, with new regulations and investments strengthening its recycling capabilities. Countries like Australia, Indonesia, and Thailand are also accelerating infrastructure development to support battery material recovery as their EV and electronics sectors expand.
Leading companies driving innovation and expansion in Global Battery Materials Recycling Market include Stena Recycling, Redwood Materials, Ascend Elements, TES (part of SK Ecoplant), Umicore, LG Energy, RecycLiCo Battery Materials Inc., Duesenfeld GmbH, Primobius GmbH (Neometals JV), Glencore plc, Ecobat, Neometals Ltd, Retriev Technologies, Elemental Strategic Metals (ESM), and American Battery Technology Co. To strengthen their foothold in the battery materials recycling market, companies are pursuing strategies centered around vertical integration and technology innovation. Leading players are partnering with automakers and battery manufacturers to create closed-loop ecosystems that facilitate direct sourcing of spent batteries. Investments are also being made in advanced hydrometallurgical and direct extraction technologies to improve material recovery rates and reduce processing costs. Firms are expanding their global footprint by setting up regional recycling hubs and forming joint ventures to localize collection and refining operations.