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市场调查报告书
商品编码
1431254

钴：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

Cobalt - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2024年钴市场规模为220.14千吨，预计2029年将达到338.71千吨，在预测期（2024-2029年）复合年增长率为9%。

钴市场

由于影响汽车、电子和石油和天然气行业的全球限制因素，COVID-19大流行对钴及其各类市场产生了重大影响。然而，由于终端用户产业的成长，钴市场在疫情后显着反弹。

可充电电池在製造上的广泛使用是推动市场研究的主要因素。此外，高速切削刀俱生产中使用量的增加预计也将推动市场向前发展。

然而，钴的稀有性和由于从矿床中提取钴所需的密集精製过程而导致的高成本可能会阻碍市场成长。

此外，环保和可回收钴的商业化可能为钴市场的未来成长提供机会。

亚太地区占据了最高的市场占有率，预计在预测期内也将主导市场。

钴市场趋势

充电电池领域占据市场主导地位

  • 钴广泛用于各种应用，最常见的是二次电池。钴在锂离子二次电池（LIB）的应用可以追溯到众所周知的LiCoO2（LCO）正极。
  • 钴是锂离子电池的必要成分。钴可以防止正极过热，从而缩短电池寿命。因此，钴在延长电池寿命方面发挥着重要作用，行动电话和其他电池供电设备中使用的大多数可充电电池中都含有钴。
  • 由于对汽油和柴油车的监管更加严格，电动车市场经历了显着成长。根据电动车数据，2022年新增纯电动车（BEV）和插电式混合（PHEV）交付量为1,050万辆，较2021年成长55%。
  • 全球范围内，对智慧型手机的需求大幅增加。据Telefonaktiebolaget LM Ericsson称，2021年全球智慧型手机用户数将达到62.59亿部，而前一年为59.24亿部。此外，预计到2027年这项合约数量将达到76.9亿份，从而推动钴在智慧型手机领域的使用。
  • 在北美，尤其是美国，电子产业预计将经历温和成长。在美国，电子产业技术进步和研发活动方面技术创新的快速步伐增加了对更新更快的电子产品的需求。根据消费者科技协会的数据，2022 年美国消费性电子产品或科技销售的零售收入预计为 5,050 亿美元，而 2021 年为 4,610 亿美元。
  • 根据经济分析局统计，2022年第三季美国电气产品、设备及零件付加价值约738亿美元，较去年同期成长8%。前三季度，我国付加价值总额接近2,200亿美元。
  • 此外，2022年前三季美国电脑及电子产品製造业总产值约1.3兆美元。与去年同期（1.2兆美元）相比，这段期间成长了7%。
  • 新兴国家电动车数量的增加和电子设备使用的增加正在推动对二次电池的需求，这可能会在未来几年推动钴市场的发展。

亚太地区主导市场

  • 预计亚太地区将主导全球钴市场。
  • 在中国和印度，内燃机禁令和对内燃机汽车征收高额税收在过去几年加速了电动和混合动力汽车的生产。
  • 中国是最大的电动车生产国和消费国，约占全球市场的一半。根据中国工业协会预测，2022年中国新能源汽车总产量预计约700万辆。与2021年的产量（354万台）相比，大幅增加了近97%。
  • 印度近年来也一直关注该国的电动车市场。根据CEEW能源金融中心的一项研究，印度预计到2030年电动车将拥有2,060亿美元的机会，这将需要在国内汽车製造和充电基础设施方面投资1,800亿美元。
  • 印度品牌股权基金会（IBEF）预测，到2025年，印度电子製造业价值将达到5,200亿美元。政府透过「印度製造」、「国家电子政策」、「电子产品净零进口」、「零缺陷」、「零效应」等政策倡议，有助于发展国内製造业，减少进口依赖，提振出口和製造业。促进印度电气和电子产品的快速成长。
  • 电子情报技术产业协会（JEITA）预计，到2022年11月，日本电子产业总产值将超过10.1兆日圆（845亿美元），约为与前一年同期比较的100.7%。
  • 该地区节能设备的持续成长和对高效能电池的需求不断增加预计将在未来几年推动钴市场的发展。

钴行业概况

钴市场部分整合，少数参与者占了大部分市场占有率。市场主要企业（排名不分先后）包括嘉能可、淡水河谷、欧亚资源集团、Gecamines SA 和洛阳钼业。

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
    • 在二次电池製造的广泛应用
    • 高速切削刀俱生产中的使用增加
  • 抑制因素
    • 从矿床中提取需要大量的精製过程
    • 其他限制因素
  • 产业价值链分析
  • 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
  • 价格趋势

第五章市场区隔（市场规模：基于数量）

  • 型态
    • 化合物
    • 金属
    • 购买废品
  • 目的
    • 电池
    • 合金
    • 催化剂
    • 工具材料
    • 磁铁
    • 陶瓷和颜料
    • 其他用途
  • 地区
    • 生产分析
      • 澳洲
      • 加拿大
      • 中国
      • 刚果
      • 古巴
      • 印度
      • 印尼
      • 马达加斯加
      • 摩洛哥
      • 巴布亚纽几内亚
      • 菲律宾
      • 俄罗斯
      • 美国
      • 世界其他地区
    • 消费分析
      • 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
      • 其他欧洲国家
      • 世界其他地区
      • 南美洲
      • 中东/非洲

第六章 竞争形势

  • 併购、合资、联盟、协议
  • 市场占有率(%)/排名分析
  • 主要企业策略
  • 公司简介
    • BHP
    • CMOC
    • Cobalt Blue Holdings Limited
    • Eramet
    • Eurasian Resources Group
    • Gecamines SA
    • Glencore
    • Huayou Cobalt Co., Ltd.
    • Jervois
    • Jinchuan Group International Resources Co. Ltd
    • Panoramic Resources
    • Sherritt International Corporation
    • Umicore NV
    • Vale
    • Wheaton Precious Metals Corp

第七章 市场机会及未来趋势

  • 环保可回收钴的商业化
简介目录
Product Code: 93843

The Cobalt Market size is estimated at 220.14 kilotons in 2024, and is expected to reach 338.71 kilotons by 2029, growing at a CAGR of 9% during the forecast period (2024-2029).

Cobalt - Market

Because of global constraints affecting the automobile, electronics, and oil and gas industries, the COVID-19 pandemic had a substantial impact on the market for cobalt and its different types. However, the cobalt market recovered significantly in the post-pandemic era, owing to the growing end-user industries.

The extensive use in the manufacturing of rechargeable batteries is a major factor driving market research. Rising usage in the production of high-speed cutting tools is also expected to drive the market forward.

However, the high cost of cobalt due to its scarcity and the intensive refining process required to extract it from ore deposits is likely to hamper market growth.

Additionally, the commercialization of environmentally friendly recyclable cobalt will likely provide opportunities for the future growth of the cobalt market.

The Asia-Pacific region accounts for the highest market share and is expected to dominate the market during the forecast period.

Cobalt Market Trends

Rechargeable Batteries Segment to Dominate the Market

  • Cobalt is widely employed in a variety of applications, although it is most commonly found in rechargeable batteries. Cobalt's application in lithium-ion batteries (LIBs) may be traced back to the well-known LiCoO2 (LCO) cathode, which provides good conductivity and structural stability during charge cycling.
  • Cobalt is a necessary component in lithium-ion batteries. It prevents cathodes from overheating, which can shorten the battery's life. As a result, cobalt plays a major role in battery life extension and is found in practically every rechargeable battery used in a mobile phone or other battery-powered devices.
  • The electric vehicle market has experienced significant growth as a result of increased regulation on gasoline and diesel-powered automobiles. According to EV volumes, 10.5 million new battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs) were delivered in 2022, representing a 55% increase over 2021.
  • Globally, the demand for smartphones is increasing at a significant rate. According to Telefonaktiebolaget LM Ericsson, the number of smartphone subscriptions accounted for 6,259 million in 2021 globally, compared to 5,924 million in the prior year. Moreover, the subscription is likely to reach 7,690 million by 2027, enhancing the usage of cobalt in the smartphone segment.
  • In North America, especially in the United States, the electronics industry is expected to grow at a moderate rate. In the United States, the rapid pace of innovation in terms of the advancement of technologies and R&D activities in the electronics industry is driving the demand for newer and faster electronic products. According to the Consumer Technology Association, the retail revenue from consumer electronics or technology sales in the United States was estimated at USD 505 billion in 2022, compared to USD 461 billion in 2021.
  • According to the Bureau of Economic Analysis, the value added by the manufacturing of electrical appliances, equipment, and components in the United States in the third quarter of 2022 was around USD 73.8 billion, representing an 8% rise over the same period the previous year. Throughout the first three quarters, the country's total value added was close to USD 220 billion.
  • Furthermore, the gross output of computer and electronic products manufacturing in the United States was approximately USD 1,300 billion in the first three quarters of 2022. When compared to the same period the previous year (USD 1,200 billion), this period showed a 7% growth.
  • These rising numbers of electric vehicles and the increasing usage of electronic equipment in developing countries are driving the demand for rechargeable batteries, which may drive the market for cobalt through the coming years.

Asia-Pacific Region to Dominate the Market

  • Due to the highly developed electronics, automotive, ceramics and pigments, and glass industries in China, India, Japan, and Korea, as well as the region's ongoing investments made to advance the battery technology sector over time, the Asia-Pacific region is predicted to dominate the global cobalt market.
  • Internal combustion engine bans and high taxes on internal combustion vehicles in China and India have accelerated the production of electric and hybrid vehicles during the past few years in both countries.
  • China has been the highest producer as well as consumer of electric vehicles, covering approximately half the market all around the globe. According to the China Association of Automobile Manufacturers (CAAM), the total production of new energy vehicles in China in 2022 was estimated to be about 7 million units. This saw a whopping increase of close to 97% when compared with the production of vehicles in 2021 (3.54 million units).
  • India has also been focusing on the electric vehicle market for the country for the past few years. A study by the CEEW Centre for Energy Finance recognized a USD 206 billion opportunity for electric vehicles in India by 2030, which will necessitate a USD 180 billion investment in vehicle manufacturing and charging infrastructure in the country.
  • The India Brand Equity Foundation (IBEF) predicts that the Indian electronics manufacturing industry will be worth USD 520 billion by 2025. Government initiatives with policies such as Make in India, National Policy of Electronics, Net Zero Imports in Electronics, and Zero Defect, Zero Effect, which offer a commitment to growth in domestic manufacturing, lowering import dependence and energizing exports and manufacturing, are expected to drive rapid growth in electrical and electronic products in India.
  • The Japan Electronics and Information Technology Industries Association (JEITA) estimated that the whole production value of Japan's electronics sector was over JPY 10.1 trillion (USD 84.5 billion) by November 2022, which is around 100.7% of the previous year's figure.
  • Continuous growth in energy-saving devices along with the increasing need for high-efficiency batteries in the region are expected to drive the market for cobalt through the coming years.

Cobalt Industry Overview

The cobalt market is partially consolidated in nature with a few players holding the majority of the market share. Some of the market's major players (not in any particular order) include Glencore, Vale, Eurasian Resources Group, Gecamines SA and CMOC, 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 Extensive Usage in the Manufacturing of Rechargeable Batteries
    • 4.1.2 Rising Usage in the Production of High Speed Cutting Tools
  • 4.2 Restraints
    • 4.2.1 Intensive Refining Process Required to Extract From Ore Deposits
    • 4.2.2 Other Restraints
  • 4.3 Industry Value Chain Analysis
  • 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
  • 4.5 Price Trends

5 MARKET SEGMENTATION (Market Size in Volume)

  • 5.1 Form
    • 5.1.1 Chemical Compound
    • 5.1.2 Metal
    • 5.1.3 Purchased Scrap
  • 5.2 Application
    • 5.2.1 Batteries
    • 5.2.2 Alloys
    • 5.2.3 Catalysts
    • 5.2.4 Tool Materials
    • 5.2.5 Magnets
    • 5.2.6 Ceramics and Pigments
    • 5.2.7 Other Applications
  • 5.3 Geography
    • 5.3.1 Production Analysis
      • 5.3.1.1 Australia
      • 5.3.1.2 Canada
      • 5.3.1.3 China
      • 5.3.1.4 Congo
      • 5.3.1.5 Cuba
      • 5.3.1.6 India
      • 5.3.1.7 Indonesia
      • 5.3.1.8 Madagascar
      • 5.3.1.9 Morocco
      • 5.3.1.10 Papua New Guinea
      • 5.3.1.11 Philipppines
      • 5.3.1.12 Russia
      • 5.3.1.13 United States
      • 5.3.1.14 Rest of the World
    • 5.3.2 Consumption Analysis
      • 5.3.2.1 Asia-Pacific
      • 5.3.2.1.1 China
      • 5.3.2.1.2 India
      • 5.3.2.1.3 Japan
      • 5.3.2.1.4 South Korea
      • 5.3.2.1.5 Rest of Asia-Pacific
      • 5.3.2.2 North America
      • 5.3.2.2.1 United States
      • 5.3.2.2.2 Canada
      • 5.3.2.2.3 Mexico
      • 5.3.2.3 Europe
      • 5.3.2.3.1 Germany
      • 5.3.2.3.2 United Kingdom
      • 5.3.2.3.3 Italy
      • 5.3.2.3.4 France
      • 5.3.2.3.5 Rest of Europe
      • 5.3.2.4 Rest of the World
      • 5.3.2.4.1 South America
      • 5.3.2.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Share (%) **/Ranking Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 BHP
    • 6.4.2 CMOC
    • 6.4.3 Cobalt Blue Holdings Limited
    • 6.4.4 Eramet
    • 6.4.5 Eurasian Resources Group
    • 6.4.6 Gecamines SA
    • 6.4.7 Glencore
    • 6.4.8 Huayou Cobalt Co., Ltd.
    • 6.4.9 Jervois
    • 6.4.10 Jinchuan Group International Resources Co. Ltd
    • 6.4.11 Panoramic Resources
    • 6.4.12 Sherritt International Corporation
    • 6.4.13 Umicore N.V.
    • 6.4.14 Vale
    • 6.4.15 Wheaton Precious Metals Corp

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Commercialization of Environmentally Friendly Recyclable Cobalt