美国合成石墨市场规模、份额和趋势分析报告：按产品、应用和细分市场预测（2025-2033 年）

美国合成石墨市场摘要

预计到 2024 年，美国合成石墨市场规模将达到 13.5 亿美元，到 2033 年将达到 21.4 亿美元，2025 年至 2033 年的复合年增长率为 5.3%。

该市场的成长主要得益于政府措施、技术进步以及企业投资，这些措施旨在建立关键电池材料的国内供应链。此外，推广电动车和清洁能源解决方案也是推动市场成长的关键因素。

美国政府计画的大量资金支持（例如旨在保障和支持关键材料加工设施建设的电池材料加工津贴）也促进了市场成长。此外，企业开发新型、更永续性的生产方法，推动了市场创新。市场相关人员积极寻求策略联盟并加强投资力度，这表明材料生产的创新和扩张直接影响国内供应链的成长和稳定性。 2024年11月，Novonix和Stellantis宣布达成协议，将供应至多11.5万吨高性能合成石墨材料。 Novonix计划在美国东南部新建一座生产设施。该设施的初始产能预计为每年3万吨，未来预计将扩大至每年7.5万吨。

策略性企业投资正推动美国合成石墨产业显着成长，多家公司宣布建设计画大规模生产设施。 2023年6月，Novonix Limited和LG Energy Solutions（LGES）签署了一项联合研发协议（JDA），共同开发用于锂离子电池製造製程的人造石墨负极材料。

目录

第一章调查方法和范围

第二章执行摘要

第三章美国合成石墨市场变数、趋势与范围

• 市场体系展望
  • 母市场展望
  • 相关/附随市场展望
• 市场动态
  • 市场驱动因素分析
  • 市场限制因素分析
• 美国合成石墨市场分析工具
  • 产业分析—波特五力分析
  • PESTEL 分析

第四章：美国合成石墨市场：产品估算与趋势分析

• 重点总结
• 产品差异化分析及市占率（2024 年及 2033 年）
• 美国合成石墨市场（依产品划分），2021-2033年
• 电极
• 积木和圆形
• 粉末
• 其他的

第五章：美国合成石墨市场：应用预测与趋势分析

• 重点总结
• 应用趋势分析及市占率（2024 年及 2033 年）
• 美国合成石墨市场依应用领域划分，2021-2033年
• 锂离子电池
• 铸造和冶金
• 电气部件
• 润滑剂和润滑脂
• 其他的

第六章 竞争情势

• 主要企业、近期发展及其对该产业的影响
• 竞争性分类
• 企业市场分析
• 公司热力图分析
• 策略规划，2024
• 公司列表
  • NOVONIX Limited
  • GrafTech International
  • Superior Graphite
  • Resonac Graphite
  • Imerys（Timcal）
  • GES-AGM
  • Shamokin Carbons

U.S. Synthetic Graphite Market Summary

The U.S. synthetic graphite market size was estimated at USD 1.35 billion in 2024, projected to reach USD 2.14 billion by 2033, at a CAGR of 5.3% from 2025 to 2033. This market's growth is driven by government initiatives, technological progress, and corporate investments focused on building a domestic supply chain for critical battery materials. The effort to expand the adoption of electric vehicles (EVs) and clean energy solutions is a key factor favoring market growth.

Significant funding through the U.S. government programs, such as the Battery Materials Processing Grants, aimed at ensuring and supporting the establishment of materials processing facilities for critical materials, contributes to market growth. Innovations also drive the market, with companies developing new, more sustainable production methods. Market players are engaging in strategic partnerships and focusing on investments, which underscores how innovation in material production and corporate expansion directly influence the growth and stability of the domestic supply chain. In November 2024, NOVONIX Limited and Stellantis NV announced the signing of an agreement for high-performance synthetic graphite material for up to a target volume of 115,000 tonnes. NOVONIX plans to build a new production facility in the southeastern U.S. This facility is expected to have an initial capacity of 30,000 tpa and potentially expand to 75,000 tpa.

Strategic corporate investments significantly drive the U.S. synthetic graphite industry, with several companies announcing plans for large-scale production facilities. In June 2023, Novonix Limited and LG Energy Solutions (LGES) signed a Joint Research and Development Agreement (JDA) for artificial graphite anode material for the lithium-ion battery production process.

U.S. Synthetic Graphite Market Report Segmentation

This report forecasts revenue growth at the country level and provides an analysis of the latest industry trends in each of the sub-segments from 2021 to 2033. For this study, Grand View Research has segmented the U.S. synthetic graphite market report based on product and application:

• Product Outlook (Revenue, USD Billion, 2021 - 2033)
  • Electrodes
  • Blocks and Rounds
  • Powder
  • Others
• Application Outlook (Revenue, USD Billion, 2021 - 2033)
  • Lithium Ion Batteries
  • Foundry and Metallurgy
  • Electrical Components
  • Lubricants and Greases
  • Others

Table of Contents

Chapter 1. Methodology and Scope

• 1.1. Research Methodology
• 1.2. Research Scope & Assumption
• 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 Estimation & Data Visualization
• 1.6. List of Data Sources

Chapter 2. Executive Summary

• 2.1. Market Outlook, 2024 (USD Billion)
• 2.2. Segmental Outlook
  • 2.2.1. Product outlook
  • 2.2.2. Application outlook
• 2.3. Competitive Insights

Chapter 3. U.S. Synthetic Graphite Market Variables, Trends & Scope

• 3.1. Market Lineage Outlook
  • 3.1.1. Parent market outlook
  • 3.1.2. Related/ancillary market outlook
• 3.2. Market Dynamics
  • 3.2.1. Market driver analysis
  • 3.2.2. Market restraint analysis
• 3.3. U.S. Synthetic Graphite Market Analysis Tools
  • 3.3.1. Industry Analysis - Porter's
    • 3.3.1.1. Supplier power
    • 3.3.1.2. Buyer power
    • 3.3.1.3. Substitution threat
    • 3.3.1.4. Threat of new entrant
    • 3.3.1.5. Competitive rivalry
  • 3.3.2. PESTEL Analysis

Chapter 4. U.S. Synthetic Graphite Market: Product Estimates & Trend Analysis

• 4.1. Key Takeaways
• 4.2. Product Movement Analysis & Market Share, 2024 & 2033
• 4.3. U.S. Synthetic Graphite Market by Product, 2021 - 2033 (USD Billion)
• 4.4. Electrodes
  • 4.4.1. Market Estimates and Forecasts, 2021 - 2033 (USD Billion)
• 4.5. Blocks and Rounds
  • 4.5.1. Market Estimates and Forecasts, 2021 - 2033 (USD Billion)
• 4.6. Powder
  • 4.6.1. Market Estimates and Forecasts, 2021 - 2033 (USD Billion)
• 4.7. Others
  • 4.7.1. Market Estimates and Forecasts, 2021 - 2033 (USD Billion)

Chapter 5. U.S. Synthetic Graphite Market: Application Estimates & Trend Analysis

• 5.1. Key Takeaways
• 5.2. Application Movement Analysis & Market Share, 2024 & 2033
• 5.3. U.S. Synthetic Graphite Market by Application, 2021 - 2033 (USD Billion)
• 5.4. Lithium Ion Batteries
  • 5.4.1. Market Estimates and Forecasts, 2021 - 2033 (USD Billion)
• 5.5. Foundry and Metallurgy
  • 5.5.1. Market Estimates and Forecasts, 2021 - 2033 (USD Billion)
• 5.6. Electrical Components
  • 5.6.1. Market Estimates and Forecasts, 2021 - 2033 (USD Billion)
• 5.7. Lubricants and Greases
  • 5.7.1. Market Estimates and Forecasts, 2021 - 2033 (USD Billion)
• 5.8. Others
  • 5.8.1. Market Estimates and Forecasts, 2021 - 2033 (USD Billion)

Chapter 6. Competitive Landscape

• 6.1. Key Players, their Recent Developments, and their Impact on Industry
• 6.2. Competition Categorization
• 6.3. Company Market Position Analysis
• 6.4. Company Heat Map Analysis
• 6.5. Strategy Mapping, 2024
• 6.6. Company Listing
  • 6.6.1. NOVONIX Limited
    • 6.6.1.1. Company Overview
    • 6.6.1.2. Financial Performance
    • 6.6.1.3. Product Benchmarking
    • 6.6.1.4. Strategic Initiatives
  • 6.6.2. GrafTech International
    • 6.6.2.1. Company Overview
    • 6.6.2.2. Financial Performance
    • 6.6.2.3. Product Benchmarking
    • 6.6.2.4. Strategic Initiatives
  • 6.6.3. Superior Graphite
    • 6.6.3.1. Company Overview
    • 6.6.3.2. Financial Performance
    • 6.6.3.3. Product Benchmarking
    • 6.6.3.4. Strategic Initiatives
  • 6.6.4. Resonac Graphite
    • 6.6.4.1. Company Overview
    • 6.6.4.2. Financial Performance
    • 6.6.4.3. Product Benchmarking
    • 6.6.4.4. Strategic Initiatives
  • 6.6.5. Imerys (Timcal)
    • 6.6.5.1. Company Overview
    • 6.6.5.2. Financial Performance
    • 6.6.5.3. Product Benchmarking
    • 6.6.5.4. Strategic Initiatives
  • 6.6.6. GES-AGM
    • 6.6.6.1. Company Overview
    • 6.6.6.2. Financial Performance
    • 6.6.6.3. Product Benchmarking
    • 6.6.6.4. Strategic Initiatives
  • 6.6.7. Shamokin Carbons
    • 6.6.7.1. Company Overview
    • 6.6.7.2. Financial Performance
    • 6.6.7.3. Product Benchmarking
    • 6.6.7.4. Strategic Initiatives

List of Tables

• Table 1 List of Abbreviations
• Table 2 U.S. Synthetic Graphite Market Estimates and Forecasts, 2021 - 2033 (USD Billion)
• Table 3 U.S. Synthetic Graphite Market Estimates and Forecasts, by Product, 2021 - 2033 (USD Billion)
• Table 4 U.S. Synthetic Graphite Market Estimates and Forecasts, by Application, 2021 - 2033 (USD Billion)

List of Figures

• Fig. 1 Market research process
• Fig. 2 Data triangulation techniques
• Fig. 3 Primary research pattern
• Fig. 4 Primary interviews
• Fig. 5 Market research approaches
• Fig. 6 Value-chain-based sizing & forecasting
• Fig. 7 QFD modeling for market share assessment
• Fig. 8 Market formulation & validation
• Fig. 9 U.S. synthetic graphite market: market outlook
• Fig. 10 U.S. synthetic graphite competitive insights
• Fig. 11 Parent market outlook
• Fig. 12 Related/ancillary market outlook
• Fig. 13 Penetration and growth prospect mapping
• Fig. 14 Industry value chain analysis
• Fig. 15 U.S. synthetic graphite market driver impact
• Fig. 16 U.S. synthetic graphite market restraint impact
• Fig. 17 U.S. synthetic graphite market strategic initiatives analysis
• Fig. 18 U.S. synthetic graphite market: Product movement analysis
• Fig. 19 U.S. synthetic graphite market: Product outlook and key takeaways
• Fig. 20 Electrodes market estimates and forecast, 2021 - 2033 (USD Billion)
• Fig. 21 Blocks and rounds market estimates and forecast, 2021 - 2033 (USD Billion)
• Fig. 22 Powder market estimates and forecast, 2021 - 2033 (USD Billion)
• Fig. 23 Other market estimates and forecasts, 2021 - 2033 (USD Billion)
• Fig. 24 U.S. synthetic graphite market: Application movement analysis
• Fig. 25 U.S. synthetic graphite market: Application outlook and key takeaways
• Fig. 26 Lithium Ion batteries market estimates and forecasts, 2021 - 2033 (USD Billion)
• Fig. 27 Foundry and metallurgy market estimates and forecasts, 2021 - 2033 (USD Billion)
• Fig. 28 Electrical components market estimates and forecast, 2021 - 2033 (USD Billion)
• Fig. 29 Lubricants and greases market estimates and forecast, 2021 - 2033 (USD Billion)
• Fig. 30 Other market estimates and forecast, 2021 - 2033 (USD Billion)