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市场调查报告书
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1532960

特种石墨市场－2024年至2029年预测

Special Graphite Market - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 142 Pages | 商品交期: 最快1-2个工作天内

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简介目录

预计在预测期内（2024-2029 年）特种石墨市场将以 9.24% 的复合年增长率成长。

推动特种石墨市场的主要因素是汽车、电子、消费品和太阳能等产业需求的持续成长。石墨在可再生能源领域的工业用途正在扩大。在可再生能源领域，需要电池来储存太阳能和风能等清洁能源。石墨市场成长最快的领域是太阳能和风力发电产业以及电池应用的组件。氢燃料电池近年来在绿色能源领域备受关注，石墨作为其关键部件之一。石墨市场为氢燃料电池提供必要的组件。

  • 高纯度石墨电极用于沉积高纯度多晶硅。高纯度石墨箔和石墨片用于隔热、隔热材料、柔性脱模层和密封剂。
  • 新的发展进一步扩大了市场范围，2023 年 6 月，LG Energy Solutions 和 NOVONIX 同意斥资 3,000 万美元。这是一项联合研发协议（「JDA」），从量产开始起的 10 年内从 NOVONIX 在美国的工厂采购 50,000 吨负极材料。 NOVONIX 将为北美的合成石墨提供永续的供应链选择。同样，根据其知名度策略，Graphite One 将在 2024 年 4 月让 Digitonic 参与其投资者关係和行销宣传活动。

特种石墨市场驱动因素：

  • 电动车需求不断扩大

近年来，电动车的需求迅速成长。由于设计的改进、有利的政策变化、改革以及对碳排放的日益关注，未来几年对电动车电池的需求可能会增加。 2021年全球纯电动车销量将为470万辆，2022年将增加至730万辆，2023年将增加至950万辆。纯电动车领域的厢型车销量到2022年将达到17万辆，2022年将达到31万辆，2023年将达46万辆。显着的积极需求符合政府雄心勃勃的碳排放目标。

  • 扩大电子设备市场

随着通讯和资料储存的数位化，对电子设备的需求不断增加。随着生活的不同领域需要更多的设备，对设备电池中使用的石墨的需求不断增加。全球范围内，全球 78% 的人口拥有行动电话，其中美洲为 88%，亚太地区为 75%，欧洲为 93%。这些数字证明了行动装置在人们生活中的重要性。

此外，大量公司在业务中使用资讯和通讯技术存取工具。在 OECD 国家，77.52% 的公司正在使用这些工具，同样在欧盟（27 个国家），78.10% 的公司将从 2023 年起使用这些工具。这些数字证明了电子设备在个人生活和商业中的重要性。

  • 可再生能源需求增加

根据国际能源总署（IEA）的数据，未来几年可再生能源发电容量成长将会增加，其中太阳能和风电占创纪录的96%。资料显示，预计2023年太阳能发电量将达到374.9GW，2028年将达到539.6GW。同样，预计2023年风力发电量将达到107.8GW，2028年将达到167.3GW。

这些发展将需要储能电池，而该领域对特种石墨的需求预计将会增加。未来几年，为了向能源市场供应零件和储存可再生能源，对特种石墨的需求可能会增加。

  • 在预测期内，北美地区将主导特种石墨市场。

北美地区以购买力平价计算的GDP占全球的18.76%，人口为5.1343亿。这一对全球经济的重大贡献来自于美国和加拿大等新兴经济体。美国和加拿大等已开发经济体对电子产品和可再生能源细分市场有需求。在可再生能源领域，会消耗蓄电池，特别是用于太阳能和风力发电的蓄电池。美国正在製定持续的太阳能发电扩张计划，预计2022年产能达到20.1吉瓦，2023年增至27.2吉瓦，2024年增至31吉瓦。该国在其《通货膨胀削减法案》（IRA）中纳入了对太阳能的新资助。

在加拿大，纯电动车销量从 2022 年的 91,000 辆增加到 2023 年的 13 万辆。同样，美国的电动车需求也从2022年的80万辆增加到2023年的110万辆。电动车的需求伴随着对用于电池的石墨的需求。

2024年3月，Graphite One, Inc.宣布其完全子公司Graphite One (Alaska), Inc.已选择俄亥俄州Voltage Valley作为其石墨阳极製造工厂的厂址。我们也签署了一份为期50年的土地租赁协议。 G1 AK的俄亥俄工厂计划生产人造石墨负极活性材料。

限制特种石墨市场的因素：

  • 中国对石墨等关键矿产的过度依赖可能会导致供应衝击的脆弱性。这种过度依赖使经济稳定面临风险，也引发了对环境永续性的担忧。需要管理行业的成本竞争力和规模，以实现多元化和易于供应。

特种石墨市场主要动态：

  • 2024年2月，Imerys对锂离子电池市场进行策略性投资。按照计划，一条新的炭黑生产线将于 2023 年在维勒布鲁克（比利时）向美孚能源公司委託。施工正在进行中。
  • 2024 年 2 月 Solidion Technology 在利用生物质经济高效且可持续地大规模生产绿色石墨阳极材料方面拥有多年经验。该公司的研发使其在快速变化的电动车电池材料市场中占有一席之地。 Solidion 计划在 2026 年之前在美国拥有一座年产 10,000 吨 (MTA) 的石墨生产设施。

Solidion计划在2030年将年产量扩大到18万吨，以满足不断增长的需求。该工厂的原料主要来自生物质。这项发展是为了满足电动车 (EV) 和能源储存系统(ESS) 电池容量快速成长的需求。

  • 2024 年 1 月，Romeco Metals, Inc. 宣布与 Polaris Battery Lab LLC 合作完成了 La Loutre 石墨材料的半电池纽扣电池测试。 Polaris以悬浮精矿样品製备了La Loutre的涂层球形精製石墨（cSPG）材料，以确定基础材料的电化学性能指标。 cSPG的总质量为160g。
  • 2023年7月，领先的先进材料公司美尔森在美国哥伦比亚工厂开设了一家石墨製造厂。工厂面积24万平方公尺，现有员工80人，计画扩大人员及产能。可形成年产4000吨挤压石墨、2000吨等向性石墨的生产能力。
  • 2023 年 6 月，NextSource Materials 宣布在马达加斯加的 Moro 矿场生产 SuperFlake® 石墨精矿。随着电动车需求的增加，锂离​​子电池的需求也随之成长，该公司已成为高品质石墨和阳极材料的永续生产商。

该公司已开始生产+48 目（大尺寸）SuperFlake(R) 石墨。我们计划建造多个用于电动车锂离子电池的电池阳极设施（BAF）。第一个 BAF 将在毛里求斯设立（「毛里求斯 BAF」），并计划在欧盟、英国、北美等地设立 BAF。

特种石墨市场细分与分析如下：

按类型

  • 等向性石墨
  • 模压石墨
  • 挤压石墨
  • 振动石墨

按最终用户产业

  • 太阳能发电产业
  • 电子/电气设备
  • 电动汽车产业
  • 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
  • 南美洲其他地区
  • 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 南美洲其他地区
  • 中东/非洲
  • 沙乌地阿拉伯
  • UAE
  • 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
    • 对电动车的需求正在增加。
    • 扩大电子设备市场。
    • 对可再生能源的需求不断增加。
  • 市场限制因素
    • 石墨的地缘政治供应链挑战
  • 波特五力分析
  • 产业价值链分析

第五章特种石墨市场：依类型

  • 介绍
  • 等向性石墨
  • 模压石墨
  • 挤压石墨
  • 振动石墨

第六章特种石墨市场：按最终用户产业

  • 介绍
  • 太阳能发电产业
  • 电子/电气设备
  • 电动汽车产业
  • 其他的

第七章特种石墨市场：依地区

  • 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

  • Xuran New Materials Limited
  • Toyo Tanso Co.,Ltd.
  • SGL Carbon
  • Northern Graphite
  • EcoGraf
  • Mersen.
  • Orient Carbon Industry Co., Ltd.
  • CTPS Srl
  • Fangda Carbon New Material Technology Co.,
  • NextSource Materials Inc.
  • Imerys
  • Lomiko Metals Inc.
  • Solidion Technology, Inc.
简介目录
Product Code: KSI061616972

The special graphite market is expected to grow at a CAGR of 9.24% during the forecast period (2024-2029).

The main factor driving the special graphite market is the increasing demand from industries such as automotive, electronics, consumer goods, photovoltaic, etc. Industrial uses of graphite in the field of renewable energy are expanding. Batteries are needed in the renewable sector for storing clean energy from solar and wind power. The fast-growing sector of the graphite market is providing components for solar and wind industries and battery usage. The latest exploration of the green energy sector is hydrogen fuel cells, which need graphite for some of their critical components. The graphite market is supplying necessary hydrogen fuel cell components.

  • The pure graphite electrodes are used to deposition highly pure polysilicon. High-purity graphite foil and sheets are used for heat shields, insulation materials, flexible release layers, and sealing materials.
  • New developments are further expanding the market scope, like leading companies in June 2023, LG Energy Solution, and NOVONIX agreeing to US$30 Million. It is for the Joint Research and Development Agreement ("JDA") regarding the purchase of 50,000 tons of the anode material from NOVONIX's United States-based facility over 10 years from the start of mass production. NOVONIX would provide a sustainable supply chain option for artificial graphite in North America. Similarly, in April 2024, Graphite One engages Digitonic for investor relations and marketing campaigns according to the strategy to raise its profile.

SPECIAL GRAPHITE MARKET DRIVERS:

  • Growing demand for Electric Vehicles-

The demand for electric vehicles has been soaring for the last few years. With design improvement, favorable policy changes, reforms, and growing concern for carbon dioxide emissions, the need for batteries for electric vehicles will increase in the upcoming years. The sales for battery electric vehicle cars worldwide in 2021 were 4,700,000, which expanded to 7,300,000 in 2022 and 9,500,000 in 2023. These numbers for the battery electric vehicles segment vans were 170,000 in 2022, 310,000 in 2022, and 460,000 in 2023. The substantial positive demand aligns with the ambitious government goals for carbon emission targets.

  • Expanding electronic devices market-

The demand for electronic devices is rising with the digitalization of communication and data storage. The need for more devices in various segments of life has created the demand for graphite as it is used in the batteries of the devices. Globally, 78% of the world's population owns a mobile phone, 88% in the region of the Americas, 75% in the Asia-Pacific, and 93% in Europe. These figures show the importance of mobile devices in people's lives.

Additionally, a significant number of businesses use Information and Communication Technology access tools in their work. 77.52% of businesses in OECD countries had access to these tools, and similarly, 78.10% in the European Union (27 countries) had these tools since 2023. These numbers give importance to electronic devices in individual and business lives.

  • Increasing renewable energy demand.

According to the International Energy Agency, the renewable power capacity additions will expand in coming years with solar PV and wind accounting for a record 96%. According to the data, solar PV was 374.9 GW in 2023 and is projected to reach 539.6 GW in 2028. Similarly, the wind power to be 107.8 GW in 2023 and is projected to reach 167.3 GW in 2028.

These developments would require batteries for storage, which would increase the sector's need for special graphite. The demand for special graphite will increase in the coming years to provide components for the energy markets and to store renewable energy.

  • The North American region to dominate the special graphite market during the forecast period.

The North American region contributes to 18.76% of GDP based on PPP, the share of the world, with a population of 513.43 million. This massive contribution to the global economy is due to the developed economies of the United States and Canada. The United States and Canada's developed economies demand electronic goods and the renewable energy market segment. The renewable energy sector has a consumption for battery storage capacity especially for solar and wind. The United States is in the continuous expansion plan for Solar PV, the country has 20.1 GW capacity in 2022, which increased to 27.2 GW in 2023 and is expected to be 31 GW in 2024. The country has included new funding for solar PV in the Inflation Reduction Act (IRA).

Canada showed an increase in the sales of battery electric vehicles from 91,000 in 2022 to 130,000 in 2023. Similarly, the USA showed an increase in demand from 800,000 battery electric vehicles in 2022 to 1,100,000 in 2023. The demand for these electric vehicles comes with the demand for demand for graphite that is used in the electric batteries.

Further, the leading players are establishing manufacturing plants in the region for the growing demand, in March 2024, Graphite One Inc. announced that its wholly owned subsidiary, Graphite One (Alaska), Inc., selected Ohio's "Voltage Valley" as the site of the Company's graphite anode manufacturing plant. It entered into a land lease agreement for a 50-year term. It is expected that G1 AK's Ohio facility would manufacture synthetic graphite anode active materials.

Special graphite market restraints:

  • The over-dependence of critical minerals like graphite in China could lead to vulnerability to supply shocks. This level of over-dependence puts economic stability at risk and concerns for environmental sustainability. The cost competitiveness and scale of the industry needed to be managed in a manner for diversification and easy availability.

Special graphite market Key Developments:

  • In February 2024, Imerys strategically invests in the lithium-ion battery market. As per their plan, a new production line of carbon black was commissioned for Mobile Energy at Willebroek (Belgium) in 2023. The construction of one was underway. In q4 2023, a capacity expansion for synthetic graphite production in Bodio (Switzerland) was underway.
  • In February 2024, Solidion Technology, Inc. has years of experience in sustainable mass-manufacturing green graphite anode materials from biomass cost-effectively. Their R&D gives them a position in the EV battery materials market, which is rapidly changing. Solidion planned to have a graphite production facility in the United States with 10,000 metric tons per annum (MTA) capacity by 2026.

They envisioned expanding it to ~180,000 MTA by 2030 to the growing demand. This facility would primarily source raw materials from biomass. This development is in response to the burgeoning demand for electric vehicle (EV) and energy storage systems (ESS) battery capacities.

  • In January 2024, Lomiko Metals Inc. announced it completed half-cell coin battery testing of its La Loutre graphite material with Polaris Battery Labs, LLC. Polaris prepared La Loutre's coated spherical purified graphite (cSPG) material by the flotation concentrate samples to determine the basic material electrochemical performance metrics. The total mass of the cSPG is 160g.
  • In July 2023, Mersen, a leading company in advanced materials inaugurated a graphite manufacturing plant in Columbia Site in the United States. It is of the size of 240,000 Square Meters, currently employs 80 people, and is set to expand in people and capacity. It could have a capacity of 4,000 tons of extruded graphite and 2,000 tons of isostatic graphite per year. The company planned to expand to 16,000 tons of graphite manufacturing capacities by the end of 2024.
  • In June 2023, NextSource Materials Inc. announced the production of SuperFlake(R) graphite concentrate at its Molo mine in Madagascar. The company has become a sustainable producer of high-quality graphite and anode material as the demand for lithium-ion batteries grows due to the increasing demand for EVs.

The company initiated the production of +48 mesh (jumbo size) SuperFlake(R) graphite. It planned to make multiple Battery Anode Facilities (BAFs) for use in lithium-ion batteries for EV applications. The first BAF will be in Mauritius (the "Mauritius BAF"), and there are plans to establish BAFs in the European Union, the United Kingdom, North America, and other countries.

The Special graphite market is segmented and analyzed as follows:

By Type

  • Isostatic Graphite
  • Molded Graphite
  • Extruded Graphite
  • Vibrated Graphite

By End-Users Industry

  • Photovoltaic Industry
  • Electronic And Electrical Devices
  • Electric Vehicle Industry
  • Others

By Geography

  • North America
  • USA
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Rest of South America
  • Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Europe
  • Middle East and Africa
  • Saudi Arabia
  • UAE
  • Rest of the 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. Growing demand for Electric Vehicles.
    • 4.1.2. Expanding electronic devices market.
    • 4.1.3. Increasing renewable energy demand.
  • 4.2. Market Restraints
    • 4.2.1. Geopolitical supply chain challenges regarding graphite
  • 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. SPECIAL GRAPHITE MARKET BY TYPES

  • 5.1. Introduction
  • 5.2. Isostatic Graphite
  • 5.3. Molded Graphite
  • 5.4. Extruded Graphite
  • 5.5. Vibrated Graphite

6. SPECIAL GRAPHITE MARKET BY END-USER INDUSTRY

  • 6.1. Introduction
  • 6.2. Photovoltaic Industry
  • 6.3. Electronic And Electrical Devices
  • 6.4. Electric Vehicle Industry
  • 6.5. Others

7. SPECIAL GRAPHITE 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. Xuran New Materials Limited
  • 9.2. Toyo Tanso Co.,Ltd.
  • 9.3. SGL Carbon
  • 9.4. Northern Graphite
  • 9.5. EcoGraf
  • 9.6. Mersen.
  • 9.7. Orient Carbon Industry Co., Ltd.
  • 9.8. CTPS S.r.l.
  • 9.9. Fangda Carbon New Material Technology Co.,
  • 9.10. NextSource Materials Inc.
  • 9.11. Imerys
  • 9.12. Lomiko Metals Inc.
  • 9.13. Solidion Technology, Inc.