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市场调查报告书
商品编码
1771581

美国黑色物质回收市场规模、份额、趋势分析报告（按电池类型、电池来源、回收金属、细分市场预测，2025 年至 2033 年）

U.S. Black Mass Recycling Market Size, Share & Trends Analysis Report By Battery Type, By Battery Source, By Recovered Metals, And Segment Forecasts, 2025 - 2033
出版日期: | 出版商: Grand View Research | 英文 80 Pages | 商品交期: 2-10个工作天内

价格

美国黑色物质回收市场摘要

预计 2024 年美国黑色大规模回收市场规模将达到 11.6 亿美元，到 2033 年将达到 47.5 亿美元，2025 年至 2033 年的复合年增长率为 17.2%。电池处理的增加趋势为黑色大规模回收设施创造了稳定的原料，推动了美国市场的成长。

2024年，美国纯电动车的普及速度加快，汽车製造商纷纷扩大生产规模，以满足日益增长的消费者和监管需求。特斯拉、福特和通用汽车等公司大幅扩大了国内电动车产量，为电动车生态系统的蓬勃发展做出了贡献。产量激增自然导致因车辆退役和製造报废而废弃的锂离子电池数量增加。因此，含有锂、钴和镍等宝贵电池金属的黑液供应量大幅增加。

美国脑黑质回收商已透过大规模基础设施扩建和资本密集计划做出回应。 Redwood Materials宣布，其目标是到2026年利用从黑浆中回收的矿物每年生产100吉瓦时的阴极活性材料，足以为超过100万辆电动车提供动力。 Ascend Elements也提升了其地位，计划于2024年在肯塔基州霍普金斯维尔建造一座价值6500万美元的回收工厂。该厂预计每年可处理多达2.4万吨锂离子电池材料。这些发展标誌着该公司扩大业务规模、提高回收效率并从该国日益增长的电池废弃物流中获取价值的战略倡议。

政府的支持，尤其是透过财政激励和贷款担保，增强了2024年的势头。 Redwood Materials公司从美国能源部先进技术汽车製造项目获得了20亿美元的贷款，用于扩建其位于内华达州的回收设施。此类政府支持降低了回收公司的财务风险，并提供了它们扩大加工能力和技术所需的流动性。联邦政府的参与反映了国家在区域化关键矿产供应链、减少对海外资源依赖的更广泛努力，尤其是在钴和锂等材料面临地缘政治供应风险的情况下。

对市场稳定至关重要的是回收商与目标商标产品製造商 (OEM) 之间建立闭合迴路伙伴关係。 Redwood Materials 与丰田和Panasonic的合作确保了电池製造废料和旧电池的可靠流通，以供处理。同样，Ascend Elements 与 SK Ecoplant 合作，将回收的黑色物质转化为高价值的正极前驱体材料。这些协议确保了回收商拥有稳定的投入材料，并使汽车製造商能够透过将回收的矿物重新用于新电池生产来实现其永续性目标。建立这样的闭环对于在美国建立电池材料循环经济至关重要。

最后，严格的法律规范和日益增长的环境、社会和管治(ESG) 期望将在 2024 年继续发挥核心作用。 《通货膨胀控制法案》(IRA) 以及其他联邦和州级倡议激励国内回收，并惩罚对环境有害的处置行为。随着电池报废管理的审查力度加大，美国回收商已成为低碳电动车供应链的重要贡献者。这些政策将刺激产业投资，并确保盈利性批量回收与清洁能源转型、资源独立和长期永续性等更广泛的目标一致。

目录

第一章调查方法与范围

第二章执行摘要

第三章市场变数、趋势和范围

  • 全球黑色物质回收市场展望
  • 产业价值链分析
    • 销售管道分析
  • 技术概述
  • 法律规范
  • 市场动态
    • 市场驱动因素分析
    • 市场限制因素分析
  • 产业趋势
    • ESG分析
    • 经济趋势
  • 波特五力分析
    • 供应商的议价能力
    • 买家的议价能力
    • 替代威胁
    • 新进入者的威胁
    • 竞争对手之间的竞争
  • PESTLE分析
    • 政治的
    • 经济
    • 社会状况
    • 科技
    • 环境
    • 合法地

第四章美国黑色大规模回收市场：电池类型的估计和趋势分析

  • 美国黑色大规模回收市场：2024 年和 2033 年电池类型变化分析
  • 锂离子电池
  • 镍基电池

第五章美国黑色大规模回收市场：电池来源估算与趋势分析

  • 美国黑色大规模回收市场：2024 年和 2033 年电池来源变化分析
  • 汽车电池
  • 家电电池
  • 工业电池
  • 其他的

第六章美国黑色金属回收市场：回收金属的估算与趋势分析

  • 美国黑色金属回收市场：2024 年和 2033 年回收金属变化分析
  • 镍
  • 钴
  • 锂
  • 铜
  • 其他的

第七章 竞争态势

  • 主要市场参与企业的近期趋势和影响分析
  • 公司分类
  • 热图分析
  • 供应商格局
    • 经销商名单
  • List of prospective end-users
  • Strategy Initiatives
  • 公司简介/上市公司
    • Redwood Materials Inc.
    • Ascend Elements, Inc.
    • American Battery Technology Company
    • Aqua Metals, Inc.
    • RecycLiCo Battery Materials Inc.
    • Retrieve
    • Green Li-ion Pte Ltd.
    • Lifecycle Renewables
    • Elemental Holding SA
    • ECOBAT
Product Code: GVR-4-68040-617-3

U.S. Black Mass Recycling Market Summary

The U.S. black mass recycling market size was valued at USD 1.16 billion in 2024 and is projected to reach USD 4.75 billion by 2033, growing at a CAGR of 17.2% from 2025 to 2033. Upward trend in battery disposal creates consistent feedstock for black mass recycling facilities, thus driving market growth in the U.S.

The deployment of battery-electric vehicles in the U.S. accelerated in 2024, with automakers scaling production to meet rising consumer and regulatory demands. Companies such as Tesla, Ford, and General Motors significantly ramped domestic EV output, contributing to the expanding EV ecosystem. This surge in production naturally resulted in a larger volume of lithium-ion batteries reaching end-of-life, either through vehicle retirement or manufacturing scrap. As a result, the availability of black mass, comprising valuable battery metals like lithium, cobalt, and nickel, increased substantially.

U.S.-based black mass recyclers have responded with large-scale infrastructure expansion and capital-intensive projects. Redwood Materials announced that by 2026, it aims to produce 100 GWh of cathode-active materials annually, enough to power over one million EVs, using recovered minerals from the black mass. Ascend Elements also advanced its position in 2024 by constructing a USD 65 million recycling facility in Hopkinsville, Kentucky. This plant is projected to process up to 24,000 metric tons of lithium-ion battery material annually. These developments indicate a strategic move towards scaling operations, improving recycling efficiency, and capturing value from a growing domestic battery waste stream.

Government support strengthened the momentum in 2024, particularly through financial incentives and loan guarantees. Redwood Materials secured a USD 2 billion loan from the Department of Energy's Advanced Technology Vehicles Manufacturing program to expand its Nevada-based recycling facility. This governmental backing mitigates financial risk for recycling companies and provides the liquidity needed to expand processing capacities and technologies. Such federal involvement reflects broader national efforts to localize critical mineral supply chains and reduce dependency on overseas sources, particularly amid geopolitical supply risks tied to materials like cobalt and lithium.

A critical enabler of market stability has been the formation of closed-loop partnerships between recyclers and original equipment manufacturers (OEMs). Redwood Materials' collaborations with Toyota and Panasonic ensured a reliable stream of battery production scrap and end-of-life batteries for processing. Similarly, Ascend Elements partnered with SK Ecoplant to convert recycled black mass into high-value cathode precursor materials. These agreements ensure recyclers can access consistent input material and help automakers meet sustainability goals by reintegrating recovered minerals into new battery production. Establishing such loops is pivotal to building a circular economy for battery materials within the U.S.

Lastly, stringent regulatory frameworks and rising environmental, social, and governance (ESG) expectations continue to play a central role in 2024. The Inflation Reduction Act (IRA) and other federal and state-level initiatives incentivize domestic recycling and penalize environmentally harmful disposal practices. With increased scrutiny on battery end-of-life management, U.S. recyclers are positioned as essential contributors to a lower-carbon EV supply chain. These policy levers encourage industrial investment and ensure that black mass recycling aligns with broader goals of clean energy transition, resource independence, and long-term sustainability.

U.S. Black Mass Recycling Market Report Segmentation

This report forecasts revenue and volume growth at the country level and analyzes the latest industry trends in each of the sub-segments from 2021 to 2033. For the purpose of this study, Grand View Research has segmented the U.S. black mass recycling market report by battery type, battery source, and recovered metal.

  • Battery Type Outlook (Revenue, USD Million; Volume, Kilotons; 2021 - 2033)
  • Lithium-Ion Batteries
  • Nickel-Based Batteries
  • Battery Source Outlook (Revenue, USD Million; Volume, Kilotons; 2021 - 2033)
  • Automotive Batteries
  • Consumer Electronics
  • Industrial Batteries
  • Others
  • Recovered Metal Outlook (Revenue, USD Million; Volume, Kilotons; 2021 - 2033)
  • Nickel
  • Cobalt
  • Lithium
  • Copper
  • Others

Table of Contents

Chapter 1. Methodology and Scope

  • 1.1. Market Segmentation & Scope
  • 1.2. Market Definition
  • 1.3. Information Procurement
    • 1.3.1. Information Analysis
    • 1.3.2. Data Analysis Models
    • 1.3.3. Market Formulation & Data Visualization
    • 1.3.4. Data Validation & Publishing
  • 1.4. Research Scope and Assumptions
    • 1.4.1. List of Data Sources

Chapter 2. Executive Summary

  • 2.1. Market Outlook
  • 2.2. Segmental Outlook
  • 2.3. Competitive Outlook

Chapter 3. Market Variables, Trends, and Scope

  • 3.1. Global Black Mass Recycling Market Outlook
  • 3.2. Industry Value Chain Analysis
    • 3.2.1. Sales Channel Analysis
  • 3.3. Technology Overview
  • 3.4. Regulatory Framework
  • 3.5. Market Dynamics
    • 3.5.1. Market Driver Analysis
    • 3.5.2. Market Restraint Analysis
  • 3.6. Industry Trends
    • 3.6.1. ESG Analysis
    • 3.6.2. Economic Trends
  • 3.7. Porter's Five Forces Analysis
    • 3.7.1. Bargaining Power of Suppliers
    • 3.7.2. Bargaining Power of Buyers
    • 3.7.3. Threat of Substitution
    • 3.7.4. Threat of New Entrants
    • 3.7.5. Competitive Rivalry
  • 3.8. PESTLE Analysis
    • 3.8.1. Political
    • 3.8.2. Economic
    • 3.8.3. Social Landscape
    • 3.8.4. Technology
    • 3.8.5. Environmental
    • 3.8.6. Legal

Chapter 4. U.S. Black Mass Recycling Market: Battery Type Estimates & Trend Analysis

  • 4.1. U.S. Black Mass Recycling Market: Battery Type Movement Analysis, 2024 & 2033
  • 4.2. Lithium-Ion Batteries
    • 4.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 4.3. Nickel-Based Batteries
    • 4.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)

Chapter 5. U.S. Black Mass Recycling Market: Battery Source Estimates & Trend Analysis

  • 5.1. U.S. Black Mass Recycling Market: Battery Source Movement Analysis, 2024 & 2033
  • 5.2. Automotive Batteries
    • 5.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 5.3. Consumer Electronics
    • 5.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 5.4. Industrial Batteries
    • 5.4.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 5.5. Others
    • 5.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)

Chapter 6. U.S. Black Mass Recycling Market: Recovered Metals Estimates & Trend Analysis

  • 6.1. U.S. Black Mass Recycling Market: Recovered Metals Movement Analysis, 2024 & 2033
  • 6.2. Nickel
    • 6.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 6.3. Cobalt
    • 6.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 6.4. Lithium
    • 6.4.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 6.5. Copper
    • 6.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 6.6. Others
    • 6.6.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)

Chapter 7. Competitive Landscape

  • 7.1. Recent Developments & Impact Analysis, By Key Market Participants
  • 7.2. Company Categorization
  • 7.3. Heat Map Analysis
  • 7.4. Vendor Landscape
    • 7.4.1. List of distributors
  • 7.5. List of prospective end-users
  • 7.6. Strategy Initiatives
  • 7.7. Company Profiles/Listing
    • 7.7.1. Redwood Materials Inc.
      • 7.7.1.1. Company Overview
      • 7.7.1.2. Financial Performance
      • 7.7.1.3. Product Benchmarking
    • 7.7.2. Ascend Elements, Inc.
      • 7.7.2.1. Company Overview
      • 7.7.2.2. Financial Performance
      • 7.7.2.3. Product Benchmarking
    • 7.7.3. American Battery Technology Company
      • 7.7.3.1. Company Overview
      • 7.7.3.2. Financial Performance
      • 7.7.3.3. Product Benchmarking
    • 7.7.4. Aqua Metals, Inc.
      • 7.7.4.1. Company Overview
      • 7.7.4.2. Financial Performance
      • 7.7.4.3. Product Benchmarking
    • 7.7.5. RecycLiCo Battery Materials Inc.
      • 7.7.5.1. Company Overview
      • 7.7.5.2. Financial Performance
      • 7.7.5.3. Product Benchmarking
    • 7.7.6. Retrieve
      • 7.7.6.1. Company Overview
      • 7.7.6.2. Financial Performance
      • 7.7.6.3. Product Benchmarking
    • 7.7.7. Green Li-ion Pte Ltd.
      • 7.7.7.1. Company Overview
      • 7.7.7.2. Financial Performance
      • 7.7.7.3. Product Benchmarking
    • 7.7.8. Lifecycle Renewables
      • 7.7.8.1. Company Overview
      • 7.7.8.2. Financial Performance
      • 7.7.8.3. Product Benchmarking
    • 7.7.9. Elemental Holding S.A.
      • 7.7.9.1. Company Overview
      • 7.7.9.2. Financial Performance
      • 7.7.9.3. Product Benchmarking
    • 7.7.10. ECOBAT
      • 7.7.10.1. Company Overview
      • 7.7.10.2. Financial Performance
      • 7.7.10.3. Product Benchmarking

List of Tables

  • Table 1 U.S. black mass recycling market estimates & forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • Table 2 U.S. black mass recycling market estimates and forecasts, by lithium ion batteries, 2021 - 2033 (USD Million) (Kilotons)
  • Table 3 U.S. black mass recycling market estimates and forecasts, by nickel-based batteries, 2021 - 2033 (USD Million) (Kilotons)
  • Table 4 U.S. black mass recycling market estimates and forecasts, by automotive batteries, 2021 - 2033 (USD Million) (Kilotons)
  • Table 5 U.S. black mass recycling market estimates and forecasts, by consumer electronics, 2021 - 2033 (USD Million) (Kilotons)
  • Table 6 U.S. black mass recycling market estimates and forecasts, by industrial batteries, 2021 - 2033 (USD Million) (Kilotons)
  • Table 7 U.S. black mass recycling market estimates and forecasts, by other batteries, 2021 - 2033 (USD Million) (Kilotons)
  • Table 8 U.S. black mass recycling market estimates and forecasts, by nickel, 2021 - 2033 (USD Million) (Kilotons)
  • Table 9 U.S. black mass recycling market estimates and forecasts, by cobalt, 2021 - 2033 (USD Million) (Kilotons)
  • Table 10 U.S. black mass recycling market estimates and forecasts, by lithium, 2021 - 2033 (USD Million) (Kilotons)
  • Table 11 U.S. black mass recycling market estimates and forecasts, by copper, 2021 - 2033 (USD Million) (Kilotons)
  • Table 12 U.S. black mass recycling market estimates and forecasts, by other metals, 2021 - 2033 (USD Million) (Kilotons)

List of Figures

  • Fig. 1 Market segmentation
  • Fig. 2 Information procurement
  • Fig. 3 Data analysis models
  • Fig. 4 Market formulation and validation
  • Fig. 5 Market snapshot
  • Fig. 6 Segmental outlook
  • Fig. 7 Competitive outlook
  • Fig. 8 US black mass recycling market outlook, 2021 - 2033 (USD Million) (Kilotons)
  • Fig. 9 Value chain analysis
  • Fig. 10 Market dynamics
  • Fig. 11 Porter's analysis
  • Fig. 12 PESTEL analysis
  • Fig. 13 U.S. black mass recycling market, by battery source: Key takeaways
  • Fig. 14 U.S. black mass recycling market, by battery source: Market share, 2024 & 2033
  • Fig. 15 U.S. black mass recycling market, by recovered metal: Key takeaways
  • Fig. 16 U.S. black mass recycling market, by recovered metal: Market share, 2024 & 2033
  • Fig. 17 U.S. black mass recycling market, by battery type: Key takeaways
  • Fig. 18 U.S. black mass recycling market, by battery type: Market share, 2024 & 2033