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市场调查报告书
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1532963

合成石墨市场－2024年至2029年预测

Synthetic Graphite Market - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 143 Pages | 商品交期: 最快1-2个工作天内

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简介目录

全球合成石墨市场预计在预测期内（2024-2029年）复合年增长率为6.86%。

非晶质碳材料可以透过高温处理转化为人造石墨。锻烧石油焦和煤焦油沥青是合成石墨最常用的两种材料。 GAB Neumann使用来自欧洲和美国的石墨（美国、欧洲和日本的供应商）。该公司的方法采用均质细粒石墨，具有緻密的晶粒结构和理想的晶粒和孔径分布，消除了裂纹、大孔隙和杂质等结构异常。

合成石墨用于铸造厂、电解碳、燃料电池双极板、涂料、电解製程、腐蚀产品、导电填料、橡胶和塑胶复合材料以及钻孔。主要应用之一是锂离子电池。

此外，市场驱动因素和机会正在加速市场成长：

  • 电动车的快速普及正在推动对锂离子电池的需求，而人造石墨被用作电池负极的关键成分。例如，位于美国查塔努加的 NOVONIX Anode Materials 设计和製造用于电动车、便携式电子产品、医疗设备、可携式储存设备等锂离子电池的合成石墨负极。随着全球电动车製造量的增加，这一趋势为合成石墨产业带来了显着成长。
  • 合成石墨具有良好的导热性和导电性，广泛应用于航太、钢铁製造、汽车等领域。在航太领域，它被用作多种工具，例如飞机煞车和飞机隔热。除此之外，由于利用率的提高，一些公司正在扩大合成石墨的生产。以POSCO化学为例，该公司于2023年12月建成了第一家年产8,000吨的合成石墨负极材料工厂，并成功在韩国实现国产化。
  • 此外，CS 的目标是以一种新颖的方式生产石墨，以使电池行业脱碳并使供应链本地化。该公司声称，它可以用七吨干木片生产一吨人造石墨，其成本与用石化燃料生产人造石墨相当。这是因为用木片製造石墨所需的温度较低，并且该过程需要数小时而不是数週。合成石墨开发的创新是主要的市场成长机会之一。此外，人造石墨的温度控管特性使其可用于现代电子设备，随着这些产业的发展和壮大，其需求也随之增加。合成石墨产业可以利用这些前景来推动发展和创新。

全球合成石墨市场驱动因素：

  • 等向性石墨越来越受欢迎。

等向性石墨是一种超细石墨，当普通细石墨不具有足够的机械性能时使用。等向性石墨是采用等向性成型方法製成的石墨。这意味着使用等静压(CIP) 将原料压缩成矩形或圆形棒。

等向性石墨是一种不同于其他人造石墨的独特石墨材料，由于整个结构是等向性的，因此具有优异的物理性能。等向性石墨具有等静压获得的均匀结构、密度高、机械强度优良，用途广泛。等向性石墨正迅速应用于航太、汽车和半导体产业等许多领域。这是因为该材料具有各向同性的特性，即使在恶劣的条件下也能和谐地运作。这使得该材料非常适合在需要精度和品质的情况下使用，并且在高温和腐蚀性场所具有高且一致的耐用性。等向性石墨由美尔森在宾州圣玛丽和中国重庆的製造工厂生产，具有完全可追溯性和最高品质。这些产品包括 Graphol，一种涂有酚醛树脂 (XBS)、PTFE (XTH) 和碳 (XC) 的特殊材料。

  • 扩大人造石墨在冶金领域的应用

人造石墨在冶金中的用途正在扩大，特别是在需要高温加工和严格控制碳含量的领域。考虑到人造石墨的热稳定性、导电性和纯度，人造石墨在钢铁、铸造和金属铸造等冶金工业中具有应用。该材料具有高抗热震性、低污染性、耐高温等特点，用于坩埚、模具、电极等。 SAIL、RINL、TSL Group、AM/NS、JSWL、JSPL生产粗钢76.681吨，占总产量的61%，与前一年同期比较增加4.9%。剩余的 48.039 吨来自其他生产商。私人企业生产粗钢102.618吨，占总产量的82%，与前一年同期比较增加7.7%。

合成石墨预计将在需要先进材料来提高性能并提供更高品质产品的冶金製程中发挥更大的作用。因此，人造石墨有望促进冶金产业的创新和成长。

  • 电动车的普及或将促进市场扩张

消费者对电动车的偏好不断增加，导致汽车中锂离子电池的使用量增加，导致负极材料生产中合成石墨的使用量增加。自2018年以来，全球石墨电池最终用途市场扩大了250%。到2023年，美国将有4家锂离子电池生产厂，还有21家正在兴建中。

除此之外，NETL 及其合作者正在开发石墨的生产，石墨是一种具有特殊性能的材料，使其成为大规模生产电池电动车 (BEV)、能源储存系统和其他绿色技术的重要组成部分，并不断废弃物。

2022年1月31日，NOVONIX签署协议，成为KORE石墨负极材料的独家供应商，作为改善北美锂离子电池供应链策略关係的一部分。 2022年11月30日，KORE宣布已从西门子金融服务公司和其他策略投资者筹集了7,500万美元的策略性融资，用于支持亚利桑那州凤凰城KOREPlex设施的建设。

  • 亚太地区在预测期内主导合成石墨市场

2022年，全球石墨消费量380万吨，2021年为360万吨。合成石墨约占石墨消费量的56%，主要集中在亚洲。虽然北美仅消费量了全球天然石墨的 1% 和全球合成石墨的 8.9%，但亚太地区在同年消耗了全球近 78% 的合成石墨。

由于工业化程度的提高，亚太地区对合成石墨的需求也在增加，特别是在中国和印度，钢铁、汽车和电子产业。内阁已批准印度特种钢生产 PLI 计划，投资额为 632.2 亿印度卢比。 PLI将于2024-25财年发布，但该计划计划于2023-24财年开始。特钢生产连结奖励计画计画选定的 67 份申请中，有 30 份签署了谅解备忘录。该计画固定资本为2,953亿卢比，专门用于增加下游产能2,500万吨，创造70万个就业机会。到2030-31年规划期，印度计画将粗钢产能提高到300吨/年，粗钢需求/产量提高到255吨/年。该地区对电动车 (EV) 和可再生能源技术中使用的锂离子电池的需求也不断增加。合成石墨产品品质的提高，加上製造流程的改进和先进技术，正在推动市场成长。

政府支持清洁能源和永续性的措施鼓励使用电动车和可再生能源，增加了对合成石墨的需求。这些因素结合在一起，使亚太地区在全球合成石墨市场中占有重要地位，推动成长和创新。

全球合成石墨市场的主要发展：

  • 2024年2月，Panasonic集团旗下Panasonic能源公司宣布与电池材料和技术领先公司NOVONIX Limited签订了具有约束力的承购协议。
  • 2023 年 12 月，Graphite One 宣布已向全球美国终端客户交付合成石墨阳极材料样品进行分析。
  • 2022 年 3 月，美国电池用高性能合成石墨开发商 ACP Technologies LLC 宣布与整合式能源储存系统先驱兼国防部 (DoD) 承包商 Navitas Systems 签订合约。根据协议，石墨负极材料将由美国ACPT供应。

全球合成石墨市场細項分析如下：

按类型

  • 细石墨
  • 等向性石墨
  • 挤压石墨
  • 其他的

按用途

  • 冶金
  • 零件/组件
  • 电池
  • 核能
  • 其他用途

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
  • 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
    • 锂离子电池需求增加
    • 增加在各种工业应用的使用
  • 市场限制因素
    • 对天然石墨的依赖
    • 来自替代品的威胁
  • 波特五力分析
  • 产业价值链分析

第五章全球合成石墨市场：依类型

  • 介绍
  • 细石墨
  • 等向性石墨
  • 挤压石墨
  • 其他的

第六章全球合成石墨市场：依应用分类

  • 介绍
  • 冶金
  • 零件
  • 电池
  • 核能
  • 其他的

第七章全球合成石墨市场：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

  • Graphite India Limited
  • Anovion
  • Imerys
  • AMG Graphite
  • SGL Carbon
  • Resonac
  • Nippon Carbon Co., Ltd.
  • Grupo Unimetal
  • RMC Remacon GmbH
  • Himadri Specialty Chemical Ltd.
简介目录
Product Code: KSI061616973

The global synthetic graphite market is expected to grow at a CAGR of 6.86% during the forecast period (2024-2029).

Amorphous carbon materials can be transformed into synthetic graphite via treatment at high temperatures. Calcined petroleum coke and coal tar pitch are two of the most utilized materials for synthetic graphite. GAB Neumann utilizes graphite from Western sources (suppliers in the United States, Europe, and Japan). The company's approach employs a homogeneous, fine-grain graphite with a compact grain structure and an ideal grain and pore size distribution, freeing structural abnormalities like fractures, big pores, and impurities.

Synthetic graphite is used in foundries, electrical carbons, fuel cell bipolar plates, coatings, electrolytic processes, corrosion products, conductive fillers, rubber and plastic composites, and drilling. One key use is in lithium-ion batteries.

Further, the mentioned drivers and opportunities are upsurging the market growth:

  • The spike in electric vehicle adoption drives demand for lithium-ion batteries, which use synthetic graphite as a significant component in battery anodes. For instance, NOVONIX Anode Materials, located in Chattanooga, Tennessee, USA, designs and manufactures synthetic graphite anodes for lithium-ion batteries employed in electric cars, hand-held electronics, medical instruments, portable storage devices, etc. As worldwide EV manufacturing increases, this trend generates significant growth in the synthetic graphite industry. Synthetic graphite's exceptional performance qualities, such as high purity and conductivity, make it crucial for satisfying the severe demands of EV battery technology.
  • Synthetic graphite possesses desirable thermal-electrical conduction and is applied in many sectors like aerospace, steel-making, automotive, and many more. It is used as various tools in aerospace, for example, brakes on aircraft and aircraft heat shields. In addition to this, multiple companies are expanding the production of synthetic graphite owing to the increased utilization. One such example is POSCO Chemical which built the first synthetic graphite anode material factory with an annual production capability of 8,000 tons in December 2023, and they have successfully localized this in Korea.
  • Moreover, CS's objective is to generate graphite in a novel method that will decarbonize the battery sector and localize supply chains. The company claims it can manufacture one metric tonne of synthetic graphite from seven tonnes of dry wood chips and that the cost is comparable to manufacturing synthetic graphite from fossil fuels. This is because the temperatures required to make graphite from wood chips are lower, and the process takes hours rather than weeks. These kinds of innovations in the development of synthetic graphite are one of the major market growth opportunities. Furthermore, synthetic graphite heat management characteristics make it useful in modern electronics, fueling demand as these industries develop and grow. Leveraging these prospects can drive development and innovation in the synthetic graphite industry.

GLOBAL SYNTHETIC GRAPHITE MARKET DRIVERS:

  • Isostatic synthetic graphite is gaining popularity.

Isostatic graphite is a kind of ultrafine-grain graphite used in cases where the mechanical properties of normal fine-grain graphite are inadequate. The term isostatic graphite refers to graphite that had been made using the isostatic molding process. This means that the raw materials are compressed into rectangular or circular bars with the aid of the cold isostatic press (CIP).

Isostatic graphite is a unique sort of graphite material that varies from other types of artificial graphite and has superior physical characteristics due to isotropy throughout the structure. This graphite is gaining popularity due to its homogeneous structure, high density, and superior mechanical strength obtained by isostatic pressing. Iso-graphite is being rapidly employed in numerous fields, for example, aerospace, automotive, and the semiconductor industries. This is because the material has isotropic properties that enable it to perform harmoniously under extreme conditions. It is, therefore, perfect to use the material where accuracy and quality are needed together with high and consistent durability in high temperatures or where corrosive features are present. The isostatic graphites are manufactured by Mersen at its manufacturing facilities in Saint Marys, Pennsylvania, and Chongqing, China to have complete traceability and best quality. They include Graphilor, a special substance coated with phenolic resin (XBS), PTFE (XTH), or carbon (XC).

  • The growing application of synthetic graphite in metallurgy.

The expanding use of synthetic graphite in metallurgy is remarkable, especially in sectors that need high-temperature processing and tight control over carbon content. Considering the thermal stability, conductivity, and purity of synthetic graphite, synthetic graphite finds application in metallurgical industries such as steel, foundries, and metal casting. Some of its uses are in crucibles, molds, and electrodes because this material has characteristics like high thermal shock tolerance, low contamination, and high-temperature tolerance. SAIL, RINL, TSL Group, AM/NS, JSWL, and JSPL produced 76.681 MT of crude steel, accounting for 61% of total output, an increase of 4.9% over the previous year. The remaining 48.039 MT came from other producers. The Private Sector produced 102.618 MT of Crude Steel, accounting for 82% of total output and a 7.7% increase from the previous year.

Synthesized graphite is expected to feature even more in metallurgical processes, which require advanced materials to enhance their performance and deliver better-quality products. Hence, it is forecasted to propel the metallurgy industry to innovate and grow.

  • The rise in adoption of electric vehicles might drive market expansion

The increase in the usage of lithium-ion batteries in vehicles due to increased consumer preference for electric vehicles has led to the increased use of synthetic graphite to manufacture anode materials. Since 2018, the worldwide graphite battery end-use market has expanded by 250%. In 2023, 4 lithium-ion battery production factories were in the US, with 21 more under development.

In addition to this, NETL and its collaborators are making advances in the production of graphite, a substance with special qualities that make it a vital component for mass-producing battery electric cars (BEVs), energy storage systems, and other green technologies from undesired carbon waste products.

NOVONIX inked an agreement on January 31, 2022, to be KORE's sole supplier of graphite anode material as part of a strategic relationship to improve the North American lithium-ion battery supply chain. On November 30, 2022, KORE announced that it had secured an initial US$75 million in strategic financing from Siemens Financial Services and other strategic investors to support the construction of its KOREPlex facility in Phoenix, Arizona, which will begin commercial production in the fourth quarter of 2024.

  • The Asia Pacific region to dominate the synthetic graphite market during the forecast period.

In 2022, global graphite consumption reached 3.8 million tonnes, compared to 3.6 million tonnes in 2021. Synthetic graphite accounted for about 56% of the graphite consumption, concentrated largely in Asia. North America consumed only 1% of the global natural graphite and 8.9% of synthetic graphite, while Asia Pacific consumed as much as nearly 78% of the synthetic graphite for that fiscal year.

Asia Pacific is also increasing its demand for synthetic graphite because of the elevated industrialization within the region, especially in China and India, for use in steel, automotive, and electronics industries. The Cabinet has permitted the PLI Scheme for specialty steel production in India with an investment of INR 6,322 crore. The plan is proposed to start in the fiscal year 2023-24, though the PLI will be issued in the fiscal year 2024-25. The MoU signing was done for 30 businesses out of 67 applications chosen under the Production Linked Incentive Scheme for Specialty Steel. It has a fixed funding commitment of INR 29,530 crore, which has been allocated to downstream capacity augmentation of 25 million tonnes and employment generation of 700,000. By the planning horizon of 2030-31, India intends to have a total crude steel capacity and total crude steel demand/production of 300 MTPA and 255 MTPA, respectively. The rise in demand for lithium-ion batteries used in electric vehicles (EVs) and renewable energy technology in the region also propels the market. The increase in the quality of synthetic graphite products, coupled with manufacturing improvements and advanced technologies, fuels the market growth.

Government measures supporting clean energy and sustainability encourage using EVs and renewable energy, increasing demand for synthetic graphite. These factors together position the Asia-Pacific region as a key participant in the worldwide synthetic graphite market, encouraging growth and innovation.

Global Synthetic Graphite Market Key Developments:

  • In February 2024, Panasonic Energy Co., Ltd., a Panasonic Group Company, announced that it has signed a binding off-take agreement with NOVONIX Limited, the leading battery materials and technology company. This is for the supply of synthetic graphite, the primary component of the anodes of lithium-ion batteries used in electric vehicles.
  • In December 2023, Graphite One Inc. announced the delivery of synthetic graphite anode material samples for analysis by U.S.-based worldwide end customers. Three of the active anode material samples are intended to fulfill certain lithium-ion battery requirements: energy density higher than 360 mAh/g, charge current rate higher than 4 C, and circulation lifespan longer than 6000 times.
  • In March 2022, ACP Technologies LLC, a developer of high-performance synthetic graphite for batteries in the United States, announced that it had signed a deal with Navitas Systems, a pioneer in integrated energy storage systems and a Department of Defence (DoD) contractor. Under this agreement, the graphite anode materials shall be supplied by ACPT based in the United States.

The global synthetic graphite market is segmented and analyzed as follows:

By Type

  • Fine-Grain Graphite
  • Isostatic Graphite
  • Extruded Graphite
  • Others

By Application

  • Metallurgy
  • Parts and Components
  • Batteries
  • Nuclear
  • Other Applications

By Geography

  • North America
  • United States
  • 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
  • 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 for Lithium-ion Batteries
    • 4.1.2. Rising Utilization in Various Industrial Applications
  • 4.2. Market Restraints
    • 4.2.1. Dependency on Natural Graphite
    • 4.2.2. Threats from Substitutes
  • 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. GLOBAL SYNTHETIC GRAPHITE MARKET BY TYPE

  • 5.1. Introduction
  • 5.2. Fine-Grain Graphite
  • 5.3. Isostatic Graphite
  • 5.4. Extruded Graphite
  • 5.5. Others

6. GLOBAL SYNTHETIC GRAPHITE MARKET BY APPLICATION

  • 6.1. Introduction
  • 6.2. Metallurgy
  • 6.3. Parts and Components
  • 6.4. Batteries
  • 6.5. Nuclear
  • 6.6. Other Applications

7. GLOBAL SYNTHETIC 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. Graphite India Limited
  • 9.2. Anovion
  • 9.3. Imerys
  • 9.4. AMG Graphite
  • 9.5. SGL Carbon
  • 9.6. Resonac
  • 9.7. Nippon Carbon Co., Ltd.
  • 9.8. Grupo Unimetal
  • 9.9. RMC Remacon GmbH
  • 9.10. Himadri Specialty Chemical Ltd.