美国锂化工市场规模、份额、趋势分析报告：按产品、最终用途、地区和细分市场预测，2025-2030 年

美国锂化学品市场概况

预计 2024 年美国锂化学品市场价值将达到 81 亿美元，预计 2025 年至 2030 年的复合年增长率为 19.6%。这一市场成长的主要驱动力是电动车 (EV) 的普及率不断提高、电池技术的进步以及政府旨在减少碳排放和向永续能源来源过渡的支援政策。

电动车的快速普及是锂化学品需求成长的主要原因。电动车必不可少的锂离子电池严重依赖碳酸锂和氢氧化锂等化合物。此外，将再生能源来源併入电网的能源储存系统需求日益增长，也进一步推动了锂电池的需求。包括固态电池的发展在内的电池技术进步正在提高能量密度和安全性，从而增加了对高纯度锂化学品的需求。

美国持续的研发推动了电池技术的显着进步，使锂离子电池的能量密度更高、充电速度更快，整体效能也提升。固态电池等创新技术主要由美国公司和研究机构开发，可望提高效率和安全性。这些发展加速了对高纯度锂化学材料的需求，而高纯度锂化学材料对于从智慧型手机到电网规模可再生能源储存系统等广泛应用都至关重要。

美国联邦政府和州政府正积极实施政策，鼓励采用清洁能源，减少对石化燃料的依赖。 《通膨削减法案》（IRA）、联邦电动车税额扣抵等奖励，以及对国内电池生产和电动车基础设施的投资，创造了有利的监管和资金筹措环境。这些措施旨在刺激国内锂需求，同时加强国内清洁能源供应链。

市场集中度和特征

美国锂化工产业整合程度适中，雅宝公司 (Albemarle Corporation) 等主要企业占据了相当大的市场占有率。这些公司受益于一体化的供应链、专有的萃取和精製技术，以及与电池製造商的牢固关係。完善的分销网络和对产品创新的投入进一步巩固了其市场地位。

美国锂化工产业正迎来越来越多的区域性和利基市场参与企业，尤其是在锂资源丰富的州。这些参与企业通常利用成本效益高的生产方法和丰富的锂蕴藏量。这加剧了价格竞争，尤其是在碳酸锂和氢氧化锂等大宗或商品级细分市场。

美国锂化工产业技术密集型，目前持续研发效率更高、环境更佳的大规模生产萃取方法。固态电池和磷酸锂铁化学等电池技术的创新也正在重塑竞争格局和产品开发策略。

目录

第一章调查方法与范围

第二章执行摘要

第三章美国锂化学品市场变数、趋势与范围

• 市场体系展望
• 产业价值链分析
  • 原料趋势
  • 科技趋势
  • 分销通路分析
• 2018-2030年价格趋势分析
  • 影响价格的因素
• 法律规范
• 市场动态
  • 市场驱动因素分析
  • 市场限制因素分析
  • 市场机会分析
  • 市场问题分析
• 商业环境分析
  • 波特五力分析
  • PESTEL分析

第四章美国锂化学品市场：产品、估值与趋势分析

• 关键点
• 2024 年及 2030 年产品趋势分析及市场占有率
  • 碳酸盐
  • 氢氧化物
  • 氯化物
  • 其他的

第五章美国锂化学品市场：按最终用途的估计和趋势分析

• 关键点
• 2024 年和 2030 年最终用途变化分析和市场占有率
  • 车
  • 消费性电子产品
  • 产业
  • 其他的

第六章 竞争态势

• 美国主要参与企业、最新发展及其对该产业的影响
• 公司/竞争对手分类
• 2024年企业市场分析
• 公司热图分析
• 战略地图
  • 扩张
  • 合併与收购
  • 合作/伙伴关係/协议
  • 新产品发布
  • 其他的

第七章 公司简介（概述、财务表现、产品概述）

• Albemarle Corporation
• Arcadium Lithium
• Lithium Americas Corp.
• ProChem, Inc. International
• FMC Corporation
• American Elements
• Merck KGaA

U.S. Lithium Chemicals Market Summary

The U.S. lithium chemicals market size was estimated at USD 8.10 billion in 2024 and is projected to grow at a CAGR of 19.6% from 2025 to 2030. The market growth is primarily driven by the increasing adoption of electric vehicles (EVs), advancements in battery technologies, and supportive government policies aimed at reducing carbon emissions and transitioning towards sustainable energy sources.

The rapid adoption of EVs significantly contributes to the increased demand for lithium chemicals. Lithium-ion batteries, essential for EVs, rely heavily on compounds like lithium carbonate and lithium hydroxide. In addition, the growing need for energy storage systems to integrate renewable energy sources into the grid further drives the demand for lithium-based batteries. Advancements in battery technology, including the development of solid-state batteries, enhance energy density and safety, thereby increasing the demand for high-purity lithium chemicals.

Continuous research and development within the U.S. significantly advanced battery technologies, resulting in improved energy density, faster charging speeds, and enhanced overall performance of lithium-ion batteries. Innovations such as solid-state batteries, largely developed by U.S.-based firms and institutions, promise superior efficiency and safety. These developments are accelerating demand for high-purity lithium chemicals, critical for applications ranging from smartphones to grid-scale renewable energy storage systems.

The U.S. federal and state governments are actively implementing policies to promote clean energy adoption and reduce fossil fuel dependency. Incentives such as the Inflation Reduction Act (IRA), federal EV tax credits, and investments in domestic battery production and EV infrastructure are creating a favorable regulatory and funding environment. These measures are designed to stimulate domestic lithium demand while strengthening the national clean energy supply chain.

Market Concentration & Characteristics

The U.S. lithium chemicals industry is moderately consolidated, with key players like Albemarle Corporation holding substantial market shares. These companies benefit from integrated supply chains, proprietary extraction and purification technologies, and strong relationships with battery manufacturers. Their established distribution networks and investments in product innovation further reinforce their market positions.

The U.S. lithium chemical industry is witnessing increasing participation from regional and niche players, particularly in states rich in lithium resources. These entrants often leverage cost-efficient production methods and access to abundant lithium reserves. This dynamic fosters price competition, especially in bulk or commodity-grade segments such as lithium carbonate and lithium hydroxide.

The U.S. lithium chemical industry is technology-intensive, with ongoing R&D in extraction methods aiming to produce at scale with better efficiency and environmental profiles. Innovation in battery technologies, such as solid-state batteries and lithium iron phosphate chemistries, is also reshaping competitive dynamics and product development strategies.

U.S. Lithium Chemicals Market Report Segmentation

This report forecasts volume & revenue growth at a U.S. level and provides an analysis of the latest industry trends in each of the sub-segments from 2018 to 2030. For this study, Grand View Research has segmented the U.S. lithium chemicals market report based on product, end use, and region:

• Product Outlook (Volume, Kilotons; Revenue, USD Billion, 2018 - 2030)
• Carbonate
• Hydroxide
• Chloride
• Others
• End Use Outlook (Volume, Kilotons; Revenue, USD Billion, 2018 - 2030)
• Automotive
• Consumer Electrical
• Industrial
• Other End Use

Table of Contents

Chapter 1. Methodology and Scope

• 1.1. Research Methodology
  • 1.1.1. Market Segmentation
  • 1.1.2. Market Definition
• 1.2. Research Scope & Assumptions
• 1.3. Information Procurement
  • 1.3.1. Purchased Database
  • 1.3.2. GVR's Internal Database
  • 1.3.3. Secondary Sources & Third-Party Perspectives
  • 1.3.4. Primary Research
• 1.4. Information Analysis
  • 1.4.1. Data Analysis Models
• 1.5. Market Formulation & Data Visualization
• 1.6. Data Validation & Publishing
• 1.7. List of Abbreviations

Chapter 2. Executive Summary

• 2.1. Market Snapshot, 2024 (USD Billion)
• 2.2. Segmental Snapshot
• 2.3. Competitive Landscape Snapshot

Chapter 3. U.S. Lithium Chemicals Market Variables, Trends, and Scope

• 3.1. Market Lineage Outlook
• 3.2. Industry Value Chain Analysis
  • 3.2.1. Raw Product Trends
  • 3.2.2. Technology Trends
  • 3.2.3. Sales Channel Analysis
• 3.3. Price Trend Analysis, 2018 - 2030
  • 3.3.1. Factors Influencing Prices
• 3.4. Regulatory Framework
• 3.5. Market Dynamics
  • 3.5.1. Market Driver Analysis
  • 3.5.2. Market Restraint Analysis
  • 3.5.3. Market Opportunity Analysis
  • 3.5.4. Market Challenge Analysis
• 3.6. Business Environment Analysis
  • 3.6.1. Porter's Five Forces Analysis
  • 3.6.2. PESTEL Analysis

Chapter 4. U.S. Lithium Chemicals Market: Product Estimates & Trend Analysis

• 4.1. Key Takeaways
• 4.2. Product Movement Analysis & Market Share, 2024 & 2030
  • 4.2.1. Carbonate
    • 4.2.1.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
  • 4.2.2. Hydroxide
    • 4.2.2.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
  • 4.2.3. Chloride
    • 4.2.3.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
  • 4.2.4. Others
    • 4.2.4.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)

Chapter 5. U.S. Lithium Chemicals Market: End Use Estimates & Trend Analysis

• 5.1. Key Takeaways
• 5.2. End Use Movement Analysis & Market Share, 2024 & 2030
  • 5.2.1. Automotive
    • 5.2.1.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
  • 5.2.2. Consumer Electrical
    • 5.2.2.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
  • 5.2.3. Industrial
    • 5.2.3.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
  • 5.2.4. Other end use
    • 5.2.4.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)

Chapter 6. Competitive Landscape

• 6.1. Key U.S. Players & Recent Developments & Their Impact on the Industry
• 6.2. Company/Competition Categorization
• 6.3. Company Market Position Analysis, 2024
• 6.4. Company Heat Map Analysis
• 6.5. Strategy Mapping
  • 6.5.1. Expansions
  • 6.5.2. Mergers & Acquisitions
  • 6.5.3. Collaborations/Partnerships/Agreements
  • 6.5.4. New Product Launches
  • 6.5.5. Others

Chapter 7. Company Listing (Overview, Financial Performance, Products Overview)

• 7.1. Albemarle Corporation
  • 7.1.1. Company Overview
  • 7.1.2. Financial Performance
  • 7.1.3. Product Benchmarking
• 7.2. Arcadium Lithium
  • 7.2.1. Company Overview
  • 7.2.2. Financial Performance
  • 7.2.3. Product Benchmarking
• 7.3. Lithium Americas Corp.
  • 7.3.1. Company Overview
  • 7.3.2. Financial Performance
  • 7.3.3. Product Benchmarking
• 7.4. ProChem, Inc. International
  • 7.4.1. Company Overview
  • 7.4.2. Financial Performance
  • 7.4.3. Product Benchmarking
• 7.5. FMC Corporation
  • 7.5.1. Company Overview
  • 7.5.2. Financial Performance
  • 7.5.3. Product Benchmarking
• 7.6. American Elements
  • 7.6.1. Company Overview
  • 7.6.2. Financial Performance
  • 7.6.3. Product Benchmarking
• 7.7. Merck KGaA
  • 7.7.1. Company Overview
  • 7.7.2. Financial Performance
  • 7.7.3. Product Benchmarking

List of Tables

• Table 1 U.S. Lithium Chemicals market estimates and forecasts, by Product, 2018 - 2030 (Kilotons) (USD Billion)
• Table 2 Carbonate U.S. lithium chemicals market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
• Table 3 Hydroxide U.S. lithium chemicals market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
• Table 4 Chloride U.S. lithium chemicals market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
• Table 5 Others Products U.S. lithium chemicals market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
• Table 6 U.S. Lithium chemicals market estimates and forecasts, by End Use, 2018 - 2030 (Kilotons) (USD Billion)
• Table 7 Automotive U.S. lithium chemicals market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
• Table 8 Consumer electrical U.S. lithium chemicals market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
• Table 9 Industrial U.S. lithium chemicals market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
• Table 10 Other end-use U.S. lithium chemicals market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)

List of Figures

• Fig. 1 Information Procurement
• Fig. 2 Primary Research Pattern
• Fig. 3 Primary Research Process
• Fig. 4 Market Research Approaches - Bottom-Up Approach
• Fig. 5 Market Research Approaches - Top-Down Approach
• Fig. 6 Market Research Approaches - Combined Approach
• Fig. 7 Lithium Chemicals Market- Market Snapshot
• Fig. 8 Lithium Chemicals Market- Segment Snapshot (1/2)
• Fig. 9 Lithium Chemicals Market- Segment Snapshot (2/2)
• Fig. 10 Lithium Chemicals Market- Competitive Landscape Snapshot
• Fig. 11 Lithium Chemicals Market: Value Chain Analysis
• Fig. 12 Lithium Chemicals Market: Porter's Five Force Analysis
• Fig. 13 Lithium Chemicals Market: PESTEL Analysis
• Fig. 14 Lithium Chemicals Market: Product Movement Analysis, 2024 & 2030
• Fig. 15 Lithium Chemicals Market: End Use Movement Analysis, 2024 & 2030
• Fig. 16 Lithium Chemicals Market: Company Positioning Analysis
• Fig. 17 Lithium Chemicals Market: Strategy Mapping