电池回收市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

在预测期内，电池回收市场预计将以 8.5% 左右的复合年增长率增长。

COVID-19 大流行影响了电池回收市场，这反映在行业参与者的财务挑战上。 例如，Call2Recycle Inc. 公布的 2020 年收入为 16,115,000 美元，低于 2019 年的约 16,668,000 美元。 利润低主要是2020年回收电池客户数量减少所致。 由于对电池废物处理的兴趣日益增加以及工业部门电池使用量增加等因素，预计电池回收市场将在不久的将来加强。 然而，许多国家回收业务的高成本预计将阻碍未来几年的市场增长。

主要亮点

• 由于使用量增加和价格下降，预计锂离子电池在预测期内将实现高速增长。
• 电池回收策略方面的技术创新为市场发展带来了巨大机遇。 例如，英国莱斯特大学的研究人员推出了一种借助超声波回收电动汽车电池的新方法。 该方法解决了传统高耗能化工过程能耗高的问题。
• 由于电动汽车 (EV) 市场电池使用量的增加，预计欧洲在预测期内将以最快的速度增长。

主要市场趋势

具有显着增长潜力的锂离子电池

• 锂离子电池技术最近大受欢迎，尤其是在汽车 (EV) 和可再生能源行业。 暴跌的价格和有利的化学物质正在推动对这项技术的需求。 锂电池的使用寿命约为3-4年，之后用户可以回收电池并获得新电池。
• 2020 年，全球纯电动汽车 (BEV) 销量约为 2,008,024 辆，比 2019 年销量增长 30%。 对 BEV 的需求主要是由国家气候目标驱动的，通常所有行业都有净零碳排放目标。 需求正在上升，因为锂离子电池技术非常适合製造电动汽车。 预计这种增长将在不久的将来通过使用过的锂离子电池推动电池回收市场。
• 2021 年 1 月，电池回收公司 Li-cycle 开始在美国纽约建设锂离子电池回收厂。 建成后，将具备年处理25吨投入材料（电池废料）的能力，通过零废弃、零排放工艺回收钴、镍、锂等贵重物品95%以上。 该工厂计划在预测期内开始运营。
• 2022 年 1 月，电池材料製造商 Elektra 与日本 Marubeni 签署了一项协议，从其锂离子电池回收业务中收购黑色物质。 Electra 将利用 Marubeni 在全球范围内庞大的电池回收商网络来确保黑色物质的稳定来源。 丸红的电池回收业务计划于 2023 年开始运营。
• 新兴市场的发展有望在全球范围内重振电池回收市场。

欧洲增长更快

• 由于初创企业在电池回收领域的突破，电池回收行业最近在欧洲地区呈现出持续增长的态势。 电动汽车市场和储能项目的扩张也是电池回收市场的主要因素。
• 根据国际能源署 (IEA) 的数据，到 2020 年，欧洲新註册的电动汽车数量将翻一番，达到 140 万辆，销量份额将达到 10%。 它还为该地区的可再生能源+存储项目生产电池。 在这样的能源转型情景中，欧洲公认循环经济是实现可持续目标所必需的。
• 欧洲公司正在该地区建立许多新的电池回收超级工厂。 例如，2022 年 1 月，英国领先的资源管理公司威立雅宣布计划建立英国首个电动汽车电池回收设施。 该工厂将处理英国 20% 的报废电动汽车电池。 我们的目标是到 2024 年完成。
• 2022 年 1 月，加拿大的 Li-Cycle 决定与挪威的 Eco Stor 和 Morrow Batteries 合资在挪威建立一个新的商用锂离子电池回收设施。 该工厂每年将处理 10,000 吨废旧电池。 预计将于 2023 年投入运营。
• 根据这些发展情况，预计欧洲将在未来几年内实现显着增长。

竞争格局

电池回收市场较为分散。 该市场的主要参与者包括 Accurec Recycling GmbH、Aqua Metals Inc.、Battery Recycling Made Easy LLC、Battery Solutions Inc.、Call2Recycle Inc.。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 调查范围
• 市场定义
• 调查假设

第二章研究方法论

第 3 章执行摘要

第 4 章市场概述

• 简介
• 到 2027 年的市场规模和需求预测（单位：亿美元）
• 近期趋势和发展
• 政府法规和政策
• 市场动态
  • 司机
  • 约束因素
• 供应链分析
• 波特的五力分析
  • 供应商的议价能力
  • 消费者的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 电池类型
  • 铅蓄电池
  • 镍氢电池
  • 锂离子电池
  • 其他电池类型
• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 南美洲
  • 中东和非洲

第六章竞争格局

• 併购、合资、合作、协议
• 主要参与者采用的策略
• 公司简介
  • Accurec Recycling GmbH
  • Aqua Metals Inc.
  • Battery Recycling Made Easy
  • Battery Solutions Inc.
  • Call2Recycle Inc.
  • Eco-Bat Technologies Ltd
  • Exide Technologies
  • Neometals Ltd
  • Raw Materials Company
  • Recupyl SAS

第7章 市场机会未来动向

The battery recycling market is expected to witness a CAGR of around 8.5% during the forecast period. The COVID-19 pandemic had an impact on the battery recycling market, which was reflected in financial challenges for the industry players. For example, Call2Recycle Inc. recorded its revenue for 2020 as USD 16,115 thousand, which was a downfall from the 2019 figures, which was around USD 16,668 thousand. The low revenues were largely due to the reduced customer base for recycled batteries in 2020. The battery recycling market is expected to bolster in the near future, mainly due to the factors like growing concern for battery waste disposal and an increase in battery usage in the industrial sector. However, the high cost of recycling operations in many countries is expected to impede market growth in the coming years.

Key Highlights

• The lithium-ion battery segment is expected to witness high growth during the forecast period due to the growing usage of the technology and the declining prices.
• The technological innovations in the battery recycling strategies create tremendous opportunities for the development of the market. For instance, researchers at the University of Leicester, United Kingdom, have introduced a new method of recycling electric vehicles batteries with the help of ultrasonic waves. The method will solve the issue of high energy consumption in the case of traditional energy-intensive chemical processes.
• Europe is expected to grow at the fastest rate during the forecast period due to the growing battery usage in the electric vehicle (EV) market.

Key Market Trends

Lithium-ion Battery Expected to Witness Significant Growth

• Lithium-ion battery technology has recently witnessed huge popularity, particularly in the automotive (EVs) and renewable power industries. The plummeted prices and favorable chemistry steered the technology demand. The lifetime of a lithium battery is approximately three to four years, after which the battery users can provide it for recycling and get a new one in place of it.
• The global battery electric vehicles (BEVs) sales in 2020 were around 2,008,024, which was a 30% increase from 2019 sales. The BEVs demand is basically driven by the climate goals of the countries, which are generally the net-zero carbon emissions targets in all the industries. And as the lithium-ion battery technology is best suited for EV manufacturing, the demand has gone up. Such growth is likely to give an impetus to the battery recycling market in the near future through used-up Li-ion batteries.
• In January 2021, the battery recycling company Li-cycle started the construction of the Li-ion battery recycling plant in New York, United States. The plant, once completed, will have the capacity of 25 metric kilo metric tons of input material (battery waste), recovering 95% or more of the cobalt, nickel, lithium, and other valuable elements through the zero-wastewater, zero-emissions process. The plant is expected to be in service during the forecast period.
• In January 2022, Electra, the battery materials manufacturer, entered into an agreement with Japanese firm Marubeni to get the black mass derived from the Li-ion battery recycling operations. Electra intends to take advantage of Marubeni's huge network of battery cell recyclers worldwide to secure a stable source of black mass. Marubeni's battery recycling operation is expected to be commissioned in 2023.
• Such developments are expected to boost the battery recycling market at the global level.

Europe Expected to Witness Faster Growth

• The battery recycling industry has recently witnessed continuous growth in the European region due to the blooming start-ups in the battery recycling field. The other big drivers for the battery recycling market are the growing electric vehicles market and energy storage projects in the region.
• According to International Energy Agency, in 2020, Europe's new electric car registrations doubled to 1.4 million, representing a sales share of 10%. The batteries are also made for renewable-plus-storage projects in the region. Europe has very well recognized that in such a scenario of energy transition, it is necessary to have a circular economy to meet the sustainability goals.
• The European companies have newly established many gigafactories in the region for battery recycling. For instance, in January 2022, Veolia, United Kingdom's leading resource management company, announced plans to establish its first electric vehicle battery recycling facility in United Kingdom. The factory is expected to process 20% of United Kingdom's used-up EV batteries. The project is anticipated to get completed by 2024.
• In January 2022, Canada-based, Li-Cycle, entered a joint venture with Norwegian companies Eco Stor and Morrow Batteries to set up a new commercial lithium-ion battery recycling facility in Norway. The plant is expected to process 10,000 metric tons of end-of-life batteries every year. It is likely to be in service by 2023.
• Owing to such developments, Europe is expected to witness significant growth in the coming years.

Competitive Landscape

The battery recycling market is moderately fragmented. Some of the key players in this market include Accurec Recycling GmbH, Aqua Metals Inc., Battery Recycling Made Easy LLC, Battery Solutions Inc., and Call2Recycle Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD billion, till 2027
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Battery Type
  • 5.1.1 Lead-Acid Battery
  • 5.1.2 Nickel Battery
  • 5.1.3 Lithium-ion battery
  • 5.1.4 Other Battery Types
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia-Pacific
  • 5.2.4 South America
  • 5.2.5 Middle East & Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 Accurec Recycling GmbH
  • 6.3.2 Aqua Metals Inc.
  • 6.3.3 Battery Recycling Made Easy
  • 6.3.4 Battery Solutions Inc.
  • 6.3.5 Call2Recycle Inc.
  • 6.3.6 Eco-Bat Technologies Ltd
  • 6.3.7 Exide Technologies
  • 6.3.8 Neometals Ltd
  • 6.3.9 Raw Materials Company
  • 6.3.10 Recupyl SAS

7 MARKET OPPORTUNITIES AND FUTURE TRENDS