查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1532959

石墨电极市场－2024年至2029年预测

Graphite Electrode Market - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 141 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

石墨电极市场预计在预测期（2024-2029年）复合年增长率为3.35%。

推动石墨电极市场的主要因素是各种工业应用的需求不断增加，特别是在钢铁製造领域。钢铁製造技术的进步对石墨电极的需求不断增加，现代电弧炉需要高品质的石墨电极来实现稳定的反应。因此，对高等级石墨电极的需求不断增加。

可再生能源领域的开拓进一步扩大了石墨电极市场。锂离子电池能源储存系统的发展支持石墨电极的进一步发展。这些储能係统是可再生能源领域的关键要素，储存太阳能和风能产生的能源。

全球经济的扩张影响了石墨电极的需求。在经济成长和发展时期，钢铁生产等工业活动往往会增加，导致对石墨电极的需求增加。

石墨电极的一些特性使其适用于高耐热性和耐化学腐蚀性。

  • 造成这种情况的主要原因之一是密度。石墨电极的密度较高，为1.6-1.78g/cm3。石墨中碳原子的高导电性有利于电子的自由流动。
  • 石墨具有优良的导热性。石墨（一种非金属矿物）的热传导是由于晶格原子的热振动造成的。与其他材料相比，石墨的热膨胀係数非常低，使其适用于高温和快速变化的环境。由于其化学性质稳定，因此具有耐腐蚀，在常温下不与其他物质反应。

除钢铁工业外，也用于生产铝、锂、钠、钾、氢氧化钠、氯酸钠、氯酸钾、镁等。可用作燃料、焊接等。与钢铁生产中使用的碳电极相比，碳排放较低。透过这种方式，石墨电极被用于各种工业应用。

石墨电极市场驱动因素：

  • 钢铁业需求增加

石墨电极的主要驱动力之一是钢铁工业。钢铁用于多种领域，从汽车到关键基础设施建设。钢铁生产需要电炉（EAF），其中需要石墨电极。石墨电极在钢铁业的需求量很大，因为它们要求低能耗和碳排放。

中国是最大的钢铁生产国，其次是印度。这两个亚太地区国家都是最大的钢铁消费国和生产国。他们向世界各地出口钢铁。钢材用途广泛，包括建造高层建筑、桥樑、火车、车辆、道路、住宅和其他结构。对钢铁的巨大需求可能会产生对其製造过程中所需的石墨电极的需求。与这两个开发中国家一样，许多非洲国家也希望利用自己的资源生产钢铁，这推动了对石墨电极的需求。

  • 电动车和汽车成长

随着电动车在全球的普及，对石墨电极的需求将会增加。每辆电动车的电池组中都需要大量的石墨电极作为负极。对电动车的这种需求将导致石墨电极的应用范围扩大。根据IEA（国际能源总署）预测，2023年电动车电池需求量将达到750GWh，较2022年成长40%。电动车电池的增加增加了对锂等重要稀土矿物的需求。 2023年锂需求量为140kt。

研究表明，与氢电池相比，锂离子电池将成为未来交通的更好选择，因为储存、维护和损耗的成本都比后来低得多。电动车的未来高度依赖全球市场上的几家关键公司，例如特斯拉和比亚迪。在欧洲，大型交通对电动车的需求正在显着成长。

石墨电极市场地理展望

  • 在预测期内，亚太地区将主导石墨电极市场。

中国、日本、印度、韩国等主要经济体在亚太地区占据主导地位。一些成长最快的新兴经济体位于该地区，例如东南亚国协。印度和中国是该地区两个最大的钢铁生产国。截至 2024 年 1 月，印度 23 财年的成品钢材消费量为 119.17 吨，24 财年为 112 吨。

由于容易获得低成本劳动力和铁矿石蕴藏量，该国正在见证经济成长。该行业正在经历整合，导致其他行业的投资。电弧炉 (EAF) 和钢包炉是提炼需要石墨电极的两个重要製程。钢包炉用于提供提炼和合金化过程所需的热量。在电弧炉（EAF）中，石墨电极用于导电并产生高温电弧来熔化原料。

我国是钢铁生产大国，主要企业有东方炭素、荣兴炭素、金升新材料科技有限公司、郑州荣盛耐火材料有限公司、青岛腾瑞炭素有限公司等。这些公司主要在该地区生产石墨相关产品，为不同的应用提供不同的石墨产品。

石墨电极市场挑战：

  • 2023年7月：欧亚经济委员会理事会延长印度进口石墨电极的反倾销税。欧亚经济联盟法规结构决定延长现行反倾销措施，目前HEG Limited的税率为完税价格的16.04%，Graphite India Limited及其他製造商的税率为32.83%。
  • 2023年4月：此外，欧盟委员会对从中国进口的石墨电极征收反倾销税。这是由于一项调查发现，中国生产的石墨电极在欧盟境内以大幅倾销的价格出售。该措施由欧盟委员会实施，旨在保护欧盟生产商。反倾销税定为25.5%至74.9%。

石墨电极市场的主要发展：

  • 2023年10月，TMS International与Nippon Carbon Co., Ltd.合作，成为石墨电极在北美地区的独家经销商。本协议自2024年1月1日起生效。日本碳素是碳素产业的领先公司，已成功实现电炉用石墨电极的商业化。

TMS和日本碳素将继续更好地服务石墨电极市场，开拓绿色低碳解决方案，打造废钢综合利用模式。 TMS 一直致力于透过回收、维持节能运作、针对有益再利用的产品特定处理以及开发创新设计来减少温室气体排放来履行环境责任。

  • 2023年8月，Resonac Graphite宣布收购AMI Automation 100%股份。 Resonac 于 2021 年 2 月收购了 AMI 50% 的股份，并有权在五年内收购剩余 50% 的股份。 Resonac收购了剩余50%的股份，并于2023年8月15日完成了对AMI的收购。

Resonac是全球领先的高品质石墨电极製造商，在全球拥有六家製造工厂，拥有全球最大的石墨电极产能。透过收购 AMI，Resonac Graphite 将透过创新解决方案提高炼钢绩效，为永续业务营运做出贡献。

  • 2022工业11月， 高功率已经开发出来。该公司在其工厂生产石墨电极，并透过利用工业过程中的废热为脱碳做出贡献。该系统利用石墨电极烧製步骤期间损失的热能。

石墨电极市场細項分析如下：

按年级

  • 常规功率 (RP) 电极
  • 高功率 (HP) 电极
  • 超高功率 (UHP) 电极
  • 半超高功率 (SHP) 电极
  • 其他的

按最终用户

  • 电弧炉
  • 碱性氧气炉
  • 其他的

按地区

  • 北美洲
  • 美国
  • 加拿大
  • 墨西哥
  • 南美洲
  • 巴西
  • 阿根廷
  • 其他的
  • 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 其他欧洲国家
  • 中东/非洲
  • 沙乌地阿拉伯
  • 阿拉伯聯合大公国
  • 其他中东/非洲
  • 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 台湾
  • 泰国
  • 印尼
  • 其他亚太地区

目录

第一章 简介

  • 市场概况
  • 市场定义
  • 调查范围
  • 市场区隔
  • 货币
  • 先决条件
  • 基准年和预测年时间表
  • 相关人员的主要利益

第二章调查方法

  • 研究设计
  • 调查过程

第三章执行摘要

  • 主要发现
  • 分析师观点

第四章市场动态

  • 市场驱动因素
    • 钢铁业需求增加
    • 电动车和汽车成长
  • 市场限制因素
    • 监管挑战
    • 碳排放相关因素
  • 波特五力分析
  • 产业价值链分析

第五章石墨电极市场：依等级

  • 介绍
  • 常规功率 (RP) 电极
  • 高功率(HP) 电极
  • 超高高功率(UHP) 电极
  • 半超高功率 (SHP) 电极
  • 其他的

第六章石墨电极市场：依最终用户分类

  • 介绍
  • 电弧炉
  • 氧气炉
  • 其他的

第七章石墨电极市场：按地区

  • 世界概况
  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地区
  • 欧洲
    • 英国
    • 德国
    • 法国
    • 义大利
    • 西班牙
    • 其他欧洲国家
  • 中东/非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 其他中东/非洲
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 台湾
    • 泰国
    • 印尼
    • 其他亚太地区

第八章竞争环境及分析

  • 主要企业及策略分析
  • 市场占有率分析
  • 合併、收购、协议和合作
  • 竞争对手仪表板

第九章 公司简介

  • El 6（formerly EPM Group）
  • UKRGRAFIT
  • Tokai Carbon Co., Ltd.
  • Orient Carbon Industry Co., Ltd.
  • RongXing carbon
  • Qingdao Tennry Carbon Co., Ltd
  • Resonac Graphite Americas, Inc.
  • Zhengzhou RongSheng Refractory Co. Ltd.
  • Graphite India Limited
  • HEG Limited.
  • Hebei Gufan Carbon Co. Ltd.
  • Endesa Energia, Endesa SA
简介目录
Product Code: KSI061617008

The graphite electrode market is expected to register a compound annual growth rate (CAGR) of 3.35% during the projected period (2024-2029).

The main factor driving the graphite electrode market is the increasing demand from various industrial applications, particularly in steelmaking. Technological advancements in steel manufacturing require increased demand for graphite electrodes, and modern electric arc furnaces require high-quality graphite electrodes for stable reactions. This has led to a growing demand for high-grade graphite electrodes.

The development of the renewable energy sector further expanded the graphite electrode market. The evolution of energy storage systems powered by lithium-ion batteries underscores another growth for graphite electrodes. These storage systems are critical factors in the renewable energy sector, storing the energy produced through solar or wind power.

The global economy's expansion influenced the demand for graphite electrodes. During economic growth and development, industrial activities, such as steel production, tend to increase, leading to higher demand for graphite electrodes.

Several properties of graphite electrodes make them suitable for high resistance to heat and chemical corrosion.

  • One of the primary reasons for this is density. The density of graphite electrodes is higher, between 1.6-1.78g/cm3. High conductivity for the carbon atoms in graphite is conducive to the free flow of electrons. Further, graphite has high mechanical strength, making it suitable for the bending moment.
  • The thermal conductivity of graphite is excellent. As a non-metallic mineral, its heat conduction method is the thermal vibration of lattice atoms to transfer heat. The thermal expansion coefficient of graphite is much lower than other materials and is suitable for environments with high temperatures and changes. Being chemically stable in the property, it is corrosion resistant and does not react with other substances at room temperature.

Apart from the production of the steel industry, it is used in the manufacturing of aluminum, lithium, sodium, potassium, sodium hydroxide, sodium chlorate, potassium chlorate, and magnesium, among others. It can be used as fuel, in welding, etc. They have lower carbon emissions as compared to the carbon electrodes during steel production. This multiple application of graphite electrodes makes it valuable for different industrial applications.

GRAPHITE ELECTRODE MARKET DRIVERS:

  • Increasing demand from the iron and steel industry-

One of the primary drivers for the graphite electrodes is the steel industry. Steel is applicable in multiple places from automobiles to building significant infrastructures. The manufacturing of steel needed an electric arc furnace (EAF), where the graphite electrode is needed. The demand for graphite electrodes is significant in the steel industry as they are required for low energy consumption and carbon emissions.

China is the largest producer of steel followed by India. These two nations, based in the Asia Pacific are the largest consumer as well as the largest producer of steel. They export steel to the world. The application of steel has multiple applications such as the building of skyscrapers, bridges, trains, vehicles, roads, houses, etc. This huge demand for steel would generate the demand for graphite electrodes for its manufacturing processes. Along with these two developing nations, many African nations are also growing in demand for graphite electrodes as they want to utilize their in-house resources to make steel.

  • Growth of Electric vehicles and automobiles-

The growth of the electrical vehicle across the world would generate the demand for graphite electrodes. Each electric vehicle needed significant graphite electrodes in the battery packs as the anode. This demand for electric vehicles would generate the application growth of the graphite electrodes. According to the IEA (International Energy Agency), the demand for EV batteries will be 750 GWh in 2023, which is 40% up from 2022. This rising number of EV batteries has contributed to the increasing demand for critical rare earth minerals like lithium. The demand for lithium was 140 kt in 2023.

As per the research, lithium-ion batteries would be a better option for future transportation compared to hydrogen cells as the cost of storage, maintenance, and losses are much less than later. The future of electric vehicles significantly depends upon the few significant players in the global market such as Tesla and BYD. In the European region, the need for electric vehicles for heavy transport is showing significant growth.

GRAPHITE ELECTRODE MARKET GEOGRAPHICAL OUTLOOK

  • Asia-Pacific region to dominate the graphite electrode market during the forecast period.

The major economies like China, Japan, India, and South Korea dominate the Asia-Pacific region. Some of the fastest-growing emerging economies are from this region such as ASEAN countries. India and China are the two largest producers of steel in the region. India's finished steel consumption was at 119.17 MT in FY23 and 112 MT in FY24 until January 2024.

The country is witnessing growth due to the easy availability of low-cost manpower and the presence of iron ore reserves. The industry is witnessing consolidation of players, which has led to investment from other sectors. Electric Arc Furnaces (EAF) and Ladle Furnaces are two important processes where graphite electrodes are needed for the refining of steel. It is used in ladle furnaces to provide the necessary heat for refining and alloying processes. In Electric Arc Furnaces (EAF), graphite electrodes are used to conduct electricity and generate high-temperature arcs for the melting of the raw materials.

China is bound to be the leading player in the market, as being the leading steel producer, the country has several key players such as Orient Carbon Industry Co., Ltd., RongXing Carbon, JINSUN New Material Technology LTD., Zhengzhou RongSheng Refractory Co. Ltd., Qingdao Tennry Carbon Co., Ltd, etc. These companies predominantly operate in the region for graphite-related products, offering different graphite products for different applications.

Graphite Electrode Market Challenges:

  • July 2023- Regulatory impositions such as on July 2023, Eurasian Economic Commission's Board extended the anti-dumping duty on graphite electrodes imported from India. EAEU regulatory framework decided to extend the current anti-dumping measure, the current rate is 16.04% of the customs value for HEG Limited and 32.83% for Graphite India Limited and other manufacturers. These impediments cause challenges in the full growth of the market.
  • April 2023- Further, in April 2022, the European Commission imposed anti-dumping duties on imports of graphite electrodes from China. It is followed by the investigation that Chinese graphite electrodes were sold in the EU at significantly dumped prices. This measure was undertaken by the European Commission to protect EU producers. The anti-dumping duties are set at between 25.5% and 74.9%.

Graphite Electrode Market Key Developments:

  • In October 2023, TMS International partnered with Nippon Carbon Co. Ltd, to become the exclusive distributor in the North American region for graphite electrodes. The agreement would come into effect from January 1, 2024. Nippon Carbon is a leading player in the carbon industry and is successful in industrializing graphite electrodes for electric arc furnaces.

TMS and Nippon Carbon would work to provide better services to the graphite electrode market and to develop green and low-carbon solutions to create a model of comprehensive utilization of scrap steel. TMS has been working towards environmental responsibility through recycling, maintaining energy-efficient operations, processing by-products for beneficial reuse, and developing innovative designs to reduce greenhouse emissions.

  • In August 2023, Resonac Graphite announced the acquisition of 100% shares in AMI Automation. Resonac previously acquired 50% ownership in AMI in February 2021, with an option to acquire the remaining 50% shares within five years. Resonac acquired the remaining 50% to complete the acquisition of AMI on August 15th, 2023.

Resonac is the leading global manufacturer of high-quality graphite electrodes, with the world's largest graphite electrode production capacity in six manufacturing facilities around the world. The acquisition of AMI will assist Resonac Graphite in contributing to sustainable operations through innovative solutions for better steel-making performance.

  • In November 2022, Endesa X developed a heat recovery system for the Japanese multinational Showa Denko, the world's largest supplier of high-power graphite electrodes, for its production plant in Spain, located in the A Grela industrial estate in A Coruna. The use of waste heat in the industrial process will enable the company, which produces graphite electrodes in its factory to contribute to achieving decarbonization. This system uses the thermal energy lost in the baking stage for graphite electrodes.

The graphite electrode market is segmented and analyzed as follows:

By Grade

  • Regular Power (RP) Electrodes
  • High Power (HP) Electrodes
  • Ultra-High Power (UHP) Electrodes
  • Semi-Ultra High Power (SHP) Electrodes
  • Others

By End-User

  • Electric Arc Furnace
  • Basic Oxygen Furnace
  • Others

By Geography

  • North America
  • USA
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Europe
  • Middle East and Africa
  • Saudi Arabia
  • Saudi Arabia
  • United Arab Emirates
  • Rest of Middle East and Africa
  • Asia-Pacific
  • China
  • India
  • Japan
  • South Korea
  • Taiwan
  • Thailand
  • Indonesia
  • Rest of Asia-Pacific

TABLE OF CONTENTS

1. INTRODUCTION

  • 1.1. Market Overview
  • 1.2. Market Definition
  • 1.3. Scope of the Study
  • 1.4. Market Segmentation
  • 1.5. Currency
  • 1.6. Assumptions
  • 1.7. Base and Forecast Years Timeline
  • 1.8. Key benefits for the stakeholders

2. RESEARCH METHODOLOGY

  • 2.1. Research Design
  • 2.2. Research Process

3. EXECUTIVE SUMMARY

  • 3.1. Key Findings
  • 3.2. Analyst View

4. MARKET DYNAMICS

  • 4.1. Market Drivers
    • 4.1.1. Increasing demand from the iron and steel industry
    • 4.1.2. Growth of Electric vehicles and automobiles
  • 4.2. Market Restraints
    • 4.2.1. Regulatory challenges
    • 4.2.2. Carbon emission-related factors
  • 4.3. Porter's Five Forces Analysis
    • 4.3.1. Bargaining Power of Suppliers
    • 4.3.2. Bargaining Power of Buyers
    • 4.3.3. The Threat of New Entrants
    • 4.3.4. Threat of Substitutes
    • 4.3.5. Competitive Rivalry in the Industry
  • 4.4. Industry Value Chain Analysis

5. GRAPHITE ELECTRODE MARKET BY GRADE

  • 5.1. Introduction
  • 5.2. Regular Power (RP) Electrodes
  • 5.3. High Power (HP) Electrodes
  • 5.4. Ultra-High Power (UHP) Electrodes
  • 5.5. Semi-Ultra High Power (SHP) Electrodes
  • 5.6. Other Components

6. GRAPHITE ELECTRODE MARKET BY END-USERS

  • 6.1. Introduction
  • 6.2. Electric Arc Furnace
  • 6.3. Basic Oxygen Furnace
  • 6.4. Other Industrial Processes

7. GRAPHITE ELECTRODE MARKET BY GEOGRAPHY

  • 7.1. Global Overview
  • 7.2. North America
    • 7.2.1. United States
    • 7.2.2. Canada
    • 7.2.3. Mexico
  • 7.3. South America
    • 7.3.1. Brazil
    • 7.3.2. Argentina
    • 7.3.3. Rest of South America
  • 7.4. Europe
    • 7.4.1. United Kingdom
    • 7.4.2. Germany
    • 7.4.3. France
    • 7.4.4. Italy
    • 7.4.5. Spain
    • 7.4.6. Rest of Europe
  • 7.5. Middle East and Africa
    • 7.5.1. Saudi Arabia
    • 7.5.2. United Arab Emirates
    • 7.5.3. Rest of Middle East and Africa
  • 7.6. Asia-Pacific
    • 7.6.1. China
    • 7.6.2. India
    • 7.6.3. Japan
    • 7.6.4. South Korea
    • 7.6.5. Taiwan
    • 7.6.6. Thailand
    • 7.6.7. Indonesia
    • 7.6.8. Rest of Asia-Pacific

8. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 8.1. Major Players and Strategy Analysis
  • 8.2. Market Share Analysis
  • 8.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 8.4. Competitive Dashboard

9. COMPANY PROFILES

  • 9.1. El 6 (formerly EPM Group)
  • 9.2. UKRGRAFIT
  • 9.3. Tokai Carbon Co., Ltd.
  • 9.4. Orient Carbon Industry Co., Ltd.
  • 9.5. RongXing carbon
  • 9.6. Qingdao Tennry Carbon Co., Ltd
  • 9.7. Resonac Graphite Americas, Inc.
  • 9.8. Zhengzhou RongSheng Refractory Co. Ltd.
  • 9.9. Graphite India Limited
  • 9.10. HEG Limited.
  • 9.11. Hebei Gufan Carbon Co. Ltd.
  • 9.12. Endesa Energia, Endesa S.A.