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市场调查报告书
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1404360

石墨:市场占有率分析、产业趋势与统计、2024年至2029年成长预测

Graphite - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029

出版日期: | 出版商: Mordor Intelligence | 英文 160 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2024年石墨市场规模为36.2亿美元,预计2029年将达到46.3亿美元,在市场估算和预测期间(2024-2029年)复合年增长率为5%,预计。

石墨-市场-IMG1

由于大流行的封锁措施减缓了电子、冶金和汽车(包括电动车)等关键最终用户行业的需求,COVID-19大大流行已成为石墨市场面临的一个具有挑战性的行业领域。此外,由于全球物流停滞和劳动力短缺,电子元件的生产设备陷入停顿。然而,自从限制解除并恢復营运以来,该行业一直在良好復苏。

主要亮点

  • 短期来看,快速成长的锂离子电池产业的需求增加以及亚洲和中东钢铁产量的增加是推动所研究市场成长的关键因素。
  • 然而,严格的环境法规是预计在预测期内抑制目标市场成长的主要因素。
  • 然而,石墨在生态技术中的日益增多的应用可能会在不久的将来为全球市场创造利润丰厚的成长机会。
  • 由于印度、中国和日本等国家广泛使用石墨,预计亚太地区石墨市场在评估期间将健康成长。

石墨市场趋势

冶金领域预计将主导市场

  • 研究市场的冶金产业包括电极、耐火材料、铸造厂、铸件等。石墨电极用于钢铁生产、铝生产、铁合金生产和冶炼製程的电弧炉 (EAF) 和梯式炉 (LF)。
  • 透过电弧炉製程增加钢铁产量预计将增加对石墨的需求。在耐火材料中,天然石墨用于生产坩埚和镁碳砖。
  • 石墨也用作炼钢转炉和电弧炉的衬里。在钢成型应用中,各种型态的铝石墨用于连铸产品,例如喷嘴和槽。
  • 全球粗钢和铝产量的成长预计将推动冶金应用中对石墨的需求。
  • 2023年4月,世界钢铁协会发布了2023年和2024年钢铁需求短期展望(SRO)预测,预计2023年钢铁需求将恢復2.3%,达到1,822.3吨,2024年将达到1,822.3吨。预计增长1.7%,达到1,854.0 公吨。此外,2022年全球粗钢产量为1,878.5吨,较2021年下降4.2%。
  • 此外,国际铝业协会的数据显示,2022年全球铝产量仅成长2.0%,低于2021年的2.7%,是2019年以来的最低成长速度。
  • 欧洲钢铁协会(EUROFER)调整了消费量的预测。与2022年2月预测的地区金属消费量成长3.2%相比,该协会预计将下降约1.9%。所有这些因素预计将增加冶金最终用户行业的石墨需求。
  • 因此,上述所有因素都推动了石墨市场的成长。
石墨市场-IMG2

亚太地区主导市场

  • 中国是世界上最大的石墨生产国之一,主要是由于锂离子电池生产、电子、钢铁生产、太阳能电池工业和核能工业等新兴产业的巨大需求。根据美国地质调查局统计,2021年该国石墨矿产量为82万吨。
  • 2022年1月至10月,我国透过产能置换新增生铁产能2880万吨/年,新增粗钢产能2,310万吨/年。预计2022年生铁产能将新增830万吨/年,粗钢产能将新增600万吨/年。
  • 该国的钢铁需求成长是由建筑业推动的,建筑业占该国钢铁消费量的近三分之二。
  • 石墨也用作锂离子电池的负极材料。日本是锂电池市场的主要地区之一,与中国和韩国一样,在电池容量出货占据96%的市场占有率。然而,由于最近的危机,日本製造业明显放缓。
  • 日本钢铁产量位居世界第三,2022年产量约9,600万吨,较2021年增加16%。因此,钢铁产量的增加可能会减少该国对石墨的需求。
  • 此外,该国计划在2030年将核能在其总能源中的份额提高到至少20%。该国对核能发电的依赖预计将在预测期内推动市场发展。
  • 到2027年,该国计划安装至少14吉瓦的太阳能,预计到预测期结束时将达到100吉瓦以上。政府也透过上网电价补贴(FIT)等补贴计画大力推动住宅太阳能发电,进一步促进了该国的太阳能发电。
  • 由于这些因素,预计该地区的石墨市场在预测期内将稳定成长。

石墨产业概况

石墨市场具有综合性,前五名企业占较大份额。主要企业(排名不分先后)包括贝特瑞新材料集团、深圳翔丰华科技、上海杉杉科技、西拉资源有限公司、江西紫辰科技等。

其他福利:

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

目录

第一章简介

  • 调查先决条件
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场动态

  • 促进因素
    • 快速成长的锂离子电池产业需求不断增加
    • 亚洲和中东钢铁产量增加
  • 抑制因素
    • 严格的环境法规
    • 其他阻碍因素
  • 产业价值链-天然石墨
  • 波特五力分析
    • 供应商的议价能力
    • 买方议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争程度

第五章市场区隔(市场规模(数量/金额))

  • 种类
    • 天然石墨
    • 人造石墨
  • 目的
    • 电极
    • 耐火材料、铸件、铸件
    • 电池
    • 润滑剂
    • 其他用途
  • 最终用户产业
    • 电子产品
    • 冶金
    • 汽车(包括EV/HEV汽车)
    • 其他最终用户产业
  • 地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 其他亚太地区
    • 北美洲
      • 美国
      • 加拿大
      • 墨西哥
    • 欧洲
      • 德国
      • 英国
      • 义大利
      • 法国
      • 俄罗斯
      • 欧洲其他地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地区
    • 中东/非洲
      • 沙乌地阿拉伯
      • 南非
      • 中东和非洲其他地区

第六章竞争形势

  • 併购、合资、联盟、协议
  • 市场排名分析
  • 主要企业策略
  • 公司简介
    • Asbury Carbons
    • BTR New Material Group Co.,Ltd.
    • Imerys
    • Jiangxi Zichen Technology Co. Ltd
    • Mason Graphite Inc
    • Nippon Kokuen Group
    • Northern Graphite Corp.
    • SGL Carbon
    • Shanghai Shanshan Technology Co. Ltd.
    • Shenzhen Xiangfenghua Technology Co., Ltd.
    • Showa Denko Kk
    • Syrah Resources Limited
    • Tokai Carbon Co. Ltd.
    • Triton Minerals

第七章 市场机会及未来趋势

  • 扩大石墨在生态技术中的使用
  • 对石墨烯和核能的需求不断增加
简介目录
Product Code: 60924
Graphite - Market - IMG1

The Graphite Market size is estimated at USD 3.62 billion in 2024, and is expected to reach USD 4.63 billion by 2029, growing at a CAGR of 5% during the forecast period (2024-2029).

The COVID-19 outbreak presented a challenging industry arena for the graphite market, as it slowed down the demand from the key end-user industries, such as electronics, metallurgy, and automotive (including electric vehicles), owing to the lockdown measures of the pandemic. Furthermore, the production facilities of electronic parts were halted due to the logistics slowdown and unavailability of the workforce across the world. However, the sector has been recovering well since restrictions were lifted and operations were resumed.

Key Highlights

  • Over the short term, augmenting demand from the burgeoning lithium-ion battery industry and an increase in steel production in Asia and the Middle East are significant factors driving the growth of the market studied.
  • However, stringent environmental regulation is a key factor anticipated to restrain the growth of the target market over the forecast period.
  • Nevertheless, the increasing application of graphite in green technologies is likely to create lucrative growth opportunities for the global market soon.
  • Asia-Pacific is estimated to witness healthy growth over the assessment period in the graphite market due to the wide usage of graphite in countries such as India, China, Japan, and others.

Graphite Market Trends

The Metallurgy Segment is Expected to Dominate the Market

  • The metallurgy segment of the market studied includes electrodes and refractories, casting, and foundries. Graphite Electrodes are used in Electric Arc Furnaces (EAF) and ladder furnaces (LF) for steel production, aluminum production, ferroalloy production, and the smelting process.
  • The rising steel production using the electric arc furnace process is expected to increase the demand for graphite. In refractories, natural graphite is used to manufacture crucibles and mag-carbon bricks.
  • Graphite is also used as a lining in steel converters and electric arc furnaces. In steel molding applications, different forms of alumina-graphite are used in continuous casting ware, such as nozzles and troughs.
  • The rising crude steel and aluminum production worldwide is expected to drive the demand for graphite in metallurgical applications.
  • In April 2023, the World Steel Association released its Short Range Outlook (SRO) steel demand forecast for 2023 and 2024, which stated that the steel demand would see a 2.3% rebound to reach 1,822.3 Mt in 2023, and it is forecasted to grow by 1.7% in 2024 to reach 1,854.0 Mt. In addition, the total world crude steel production was 1,878.5 Mt in 2022, a 4.2% decrease compared to 2021.
  • Furthermore, according to the International Aluminum Institute, global aluminum production rose by a marginal 2.0% in 2022 compared to a growth rate that was down from 2.7% in 2021 and the slowest since 2019.
  • European Steel Association (EUROFER) has adjusted its forecast for the consumption of steel products in the European Union in 2022. In comparison to the February 2022 forecast and the expectation of regional metal consumption growth of 3.2%, there is a decline of around 1.9% expected by the association. All these factors are expected to increase the demand for graphite from the metallurgy end-user industry.
  • Therefore, all the above-mentioned factors are responsible for driving the growth of the graphite market.
Graphite - Market - IMG2

Asia-Pacific Region to Dominate the Market

  • China is one of the largest graphite manufacturers globally, mainly due to the immense demand from budding sectors like lithium-ion battery production, electronics, steel production, the solar industry, and the nuclear industry. According to a US Geological Survey, the country accounted for 820 thousand tons of graphite mine production in 2021.
  • During January-October 2022, China, through capacity swaps, added 28.8 million mt/year of new pig iron production capacity and 23.1 million mt/year of new crude steel production capacity. This resulted in a net increase of 8.3 million mt/year of pig iron production capacity and 6 million mt/year of new crude steel production capacity for 2022.
  • The construction sector is the key factor driving the demand growth for steel in the country, which accounts for almost two-thirds of the country's steel consumption.
  • Graphite is also used in lithium-ion batteries to serve as the node material. Japan is one of the prominent regions for the lithium battery market, along with China and Korea, which occupy a 96% market share in battery capacity shipments. However, manufacturing in Japan has significantly slowed down due to the recent crisis.
  • The steel production in Japan ranked third largest globally, accounting for around 96 million tons in 2022, up by 16% from 2021. Thus, growth in steel production is likely to reduce the demand for graphite in the country.
  • Furthermore, the country plans to increase its nuclear energy share in total energy up to at least 20% by 2030. The country's dependence on nuclear power to generate electricity is expected to drive the market during the forecast period.
  • By 2027, the country has planned to install at least 14 GW of solar energy, which is expected to reach more than 100 GW at the end of the forecast period. The government is also hugely pushing household solar power through subsidy systems like feed-in-tariff (FIT), further boosting the country's solar power.
  • Due to all such factors, the market for graphite in the region is expected to have a steady growth during the forecast period.

Graphite Industry Overview

The graphite market is consolidated in nature, with the top five players accounting for a significant share. The major players (not in any particular order) include Betterui New Materials Group Co. Ltd., Shenzhen Xiangfenghua Technology Co. Ltd, Shanghai Shanshan Technology Co. Ltd, Syrah Resources Limited, and Jiangxi Zichen Technology Co. Ltd., among others.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Augmenting Demand from the Burgeoning Lithium-ion Battery Industry
    • 4.1.2 Increase In Steel Production in Asia and the Middle East
  • 4.2 Restraints
    • 4.2.1 Stringent Environmental Regulations
    • 4.2.2 Other Restraints
  • 4.3 Industry Value Chain-Natural Graphite
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Buyers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Volume and Value)

  • 5.1 Type
    • 5.1.1 Natural Graphite
    • 5.1.2 Synthetic Graphite
  • 5.2 Application
    • 5.2.1 Electrodes
    • 5.2.2 Refractories, Casting, and Foundries
    • 5.2.3 Batteries
    • 5.2.4 Lubricants
    • 5.2.5 Other Applications
  • 5.3 End-user Industry
    • 5.3.1 Electronics
    • 5.3.2 Metallurgy
    • 5.3.3 Automotive (Includes EV/HEV Vehicles)
    • 5.3.4 Other End-user Industries
  • 5.4 Geography
    • 5.4.1 Asia-Pacific
      • 5.4.1.1 China
      • 5.4.1.2 India
      • 5.4.1.3 Japan
      • 5.4.1.4 South Korea
      • 5.4.1.5 Rest of Asia-Pacific
    • 5.4.2 North America
      • 5.4.2.1 United States
      • 5.4.2.2 Canada
      • 5.4.2.3 Mexico
    • 5.4.3 Europe
      • 5.4.3.1 Germany
      • 5.4.3.2 United Kingdom
      • 5.4.3.3 Italy
      • 5.4.3.4 France
      • 5.4.3.5 Russia
      • 5.4.3.6 Rest of Europe
    • 5.4.4 South America
      • 5.4.4.1 Brazil
      • 5.4.4.2 Argentina
      • 5.4.4.3 Rest of South America
    • 5.4.5 Middle-East and Africa
      • 5.4.5.1 Saudi Arabia
      • 5.4.5.2 South Africa
      • 5.4.5.3 Rest of Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Ranking Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 Asbury Carbons
    • 6.4.2 BTR New Material Group Co.,Ltd.
    • 6.4.3 Imerys
    • 6.4.4 Jiangxi Zichen Technology Co. Ltd
    • 6.4.5 Mason Graphite Inc
    • 6.4.6 Nippon Kokuen Group
    • 6.4.7 Northern Graphite Corp.
    • 6.4.8 SGL Carbon
    • 6.4.9 Shanghai Shanshan Technology Co. Ltd.
    • 6.4.10 Shenzhen Xiangfenghua Technology Co., Ltd.
    • 6.4.11 Showa Denko K.k.
    • 6.4.12 Syrah Resources Limited
    • 6.4.13 Tokai Carbon Co. Ltd.
    • 6.4.14 Triton Minerals

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Increasing Applications of Graphite in Green Technologies
  • 7.2 Increasing Graphene Demand and Nuclear Energy