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市场调查报告书
商品编码
1536828

钪:市场占有率分析、产业趋势/统计、成长预测(2024-2029)

Scandium - 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年全球钪市场规模将达6.7亿美元,2024-2029年预测期间复合年增长率为14.70%,2029年将达13.4亿美元。

钪市场

主要亮点

  • COVID-19大流行对钪市场产生了负面影响。由于封锁,航太和国防、陶瓷和电子等主要最终用户产业已关闭,从而减少了钪的使用量。然而,大流行后,随着关键最终用户领域活动的持续,市场稳步扩张。
  • 短期来看,固体氧化物燃料电池(SOFCS)使用量的增加以及航太和国防工业对铝钪合金的需求增加是推动所研究市场的因素。
  • 然而,钪的高价可能会阻碍2024年至2029年的市场成长。
  • 汽车产业的潜在应用和能源储存技术的发展可能会在未来几年为市场提供机会。
  • 预计中国将主导市场,而欧盟预计 2024 年至 2029 年复合年增长率最高。

钪市场趋势

固体氧化物燃料电池(SOFC)领域可望主导市场

  • SOFC 使用一种称为电解质的固体氧化物材料来帮助将负氧离子从阴极移动到阳极。在这些电池中,阳极和阴极由涂有电解质的特殊墨水製成。因此,SOFC不需要贵金属、腐蚀性酸或熔融物质。
  • 电解质材料作为催化剂暴露在高温下,将天然气转化为能量。然而,催化转化过程的高温会导致陶瓷电解质快速劣化,增加资本和维护成本。
  • 在固体电解质中使用钪使系统能够在比传统 SOFC 低得多的温度下运作。因此,钪的使用降低了SOFC的成本,使其更容易在许多地方用于发电。
  • 随着电费上涨以及人们需要以更环保的方式发电,SOFC将有很多市场机会,钪将变得更加重要。
  • 由于对煤炭和天然气等传统能源来源的环境担忧日益增加,固体氧化物燃料电池的需求未来可能会增加。
  • 对清洁能源的需求不断增长,而不是对煤炭和天然气等传统能源来源发电的环境担忧,预计将推动未来对固体氧化物燃料电池的需求。固体氧化物燃料电池效率高,具有环境和经济效益。固体氧化物燃料电池的电效率高达60%。这意味着燃料中储存的 60% 的能量转化为有用的电能。这远高于燃煤电厂的效率。
  • 此外,根据美国能源情报署的数据,2023年将有约2.8兆美元投资于能源,其中1.7兆美元将投资于可再生能源、核能、电网、储存、低排放燃料、效率提高、用于最终用途的可再生能源和清洁能源,包括电气化。
  • 此外,根据美国能源局的预测,2030年清洁能源发电占比可能达到80%,几乎是通膨控制法案颁布前预期的两倍。
  • 此外,SOFC 市场的各种扩张也刺激了对钪的需求。例如:
  • HD Hyundai 于 2023 年 10 月宣布,将向爱沙尼亚固体氧化物燃料电池公司 Elcogen 投资 4,500 万欧元(4,760 万美元)。透过这项新投资,两家公司将专注于基于 Elcogen 专有的固体氧化物燃料电池 (SOFC) 的船舶推进系统和固定发电以及基于 Elcogen 的固体氧化物电解槽电池(SOEC) 技术的绿色氢气生产。
  • 2023年8月,固体氧化物燃料电池基板Bloom Energy宣布突破性地成功安装了初级阶段的10基板(MW)固体氧化物燃料电池。
  • 固体氧化物燃料电池市场可能在不久的将来出现钪需求的大幅成长。

中国预计将主导市场

  • 中国的钪是在钛、铁矿石、锆等其他材料的产品中单独生产的。目前,我国钪产量的60-70%以上是钛产品。我国大钪也是利用我国攀枝花磁铁矿等钛矿等颜料厂的二氧化钛(TiO2)浸出流残渣生产的,浓度达到0.04%。
  • 全球范围内,钪的主要来源是铌-稀土元素-铁(Nb-FREE-Fe),是全球第一大稀土元素资源、第二大钪资源。位于中国内蒙古,约占世界钪产量的90%。在白云鄂博,钪与其他稀土和铁矿产品分开回收。
  • 随着中国政府越来越重视利用清洁能源技术向低碳经济转型,燃料电池市场潜力巨大。过去几年,中国政府高度重视国内燃料电池出行部署,民众支持力道也从纯电动车略微转向燃料电池车。中国政府为每辆车提供 50 万元人民币(73,000 美元)的补贴。
  • 此外,中国政府也宣布计划到2025年支持约5万辆零排放燃料电池汽车,并计划到2030年迅速扩大100万辆燃料电池汽车的运营,这为钪市场提供了机会。
  • 中国是最大的飞机製造国之一,也是国内航空客运最大的市场之一。此外,中国的飞机零件和组装製造业正在快速成长,拥有200多家小型飞机零件製造商。中国政府也大力投资以提高国内製造能力。
  • 中国是全球最大的电子製造基地。中国活跃于智慧型手机、电视、电线、电缆、可携式运算设备、游戏系统和其他个人电子设备等电子产品的製造。中国经济的发展和人民生活水准的提高正在拉动家电的需求。智慧型手机、OLED电视和平板电脑等电子产品在消费性电子市场的需求领域中呈现最高的成长率。预计到2025年收益将以每年2.04%的速度成长。
  • 因此,上述因素预计将影响研究市场需求。

钪行业概况

钪市场具有整合性。市场的主要企业包括湖南稀土金属材料研究所、中冶集团、日出能源金属有限公司、湖南东方钪和河南荣嘉钪钒科技有限公司。

其他好处:

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

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
    • 固体氧化物燃料电池(SOFCS) 的应用不断增加
    • 航太和国防工业对铝钪合金的需求增加
  • 抑制因素
    • 钪高成本
  • 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
  • 价格分析
  • 环境影响分析

第五章市场区隔

  • 产品类型
    • 氧化物
    • 氟化物
    • 氯化物
    • 硝酸盐
    • 碘化物
    • 合金
    • 碳酸盐/其他产品类型
  • 最终用户产业
    • 航太/国防
    • 固体氧化物燃料电池
    • 陶瓷
    • 照明
    • 电子产品
    • 3D列印
    • 体育用品
    • 其他最终用户产业
  • 地区
    • 生产分析
      • 中国
      • 俄罗斯
      • 菲律宾
      • 其他领域
    • 消费分析
      • 美国
      • 中国
      • 俄罗斯
      • 日本
      • 巴西
      • 欧洲联盟
      • 其他领域

第六章 竞争状况

  • 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
    • Guangxi Maoxin Technology Co. Ltd
    • Henan Rongjia Scandium Vanadium Technology Co. Ltd
    • Huizhou Top Metal Materials Co. Ltd
    • Hunan Rare Earth Metal Materials Research Institute Co. Ltd
    • Hunan Oriental Scandium Co. Ltd
    • JSC Dalur
    • MCC Group
    • NioCorp Development Ltd
    • Rio Tinto
    • Rusal
    • Scandium International Mining Corporation
    • Stanford Advanced Materials
    • Sumitomo Metal Mining Co. Ltd(Taganito HPAL nickel Corp.)
    • Sunrise Energy Metals Limited
    • Treibacher Industrie AG

第七章 市场机会及未来趋势

  • 汽车产业的潜在应用
  • 不断发展的能源储存技术
简介目录
Product Code: 49669

The Scandium Market size is estimated at USD 0.67 billion in 2024, and is expected to reach USD 1.34 billion by 2029, growing at a CAGR of 14.70% during the forecast period (2024-2029).

Scandium - Market

Key Highlights

  • The COVID-19 pandemic negatively impacted the scandium market. Due to the lockdown, major end-user segments such as aerospace and defense, ceramics, and electronics were suspended, reducing the usage of scandium. However, post-pandemic, the market expanded steadily because of the continued activities in major end-user segments.
  • In the short term, increasing usage in solid oxide fuel cells (SOFCS) and increasing demand for aluminum-scandium alloys in the aerospace and defense industry are the factors driving the studied market.
  • However, the high price of scandium may hinder the growth of the studied market between 2024 and 2029.
  • Potential applications in the automotive industry and growing technology for storing energy are likely to give the market opportunities in the coming years.
  • China is expected to dominate the market, and the European Union is expected to see the highest CAGR between 2024 and 2029.

Scandium Market Trends

The Solid Oxide Fuel Cells (SOFCs) Segment is Expected to Dominate the Market

  • SOFCs use a solid oxide material called an electrolyte, which helps move negative oxygen ions from the cathode to the anode. In these cells, anodes and cathodes are made from special inks that cover the electrolyte. Therefore, SOFCs do not require any precious metal, corrosive acids, or molten material.
  • Electrolyte materials are subjected to high temperatures to catalyze natural gas conversion to energy. However, the high temperature for the catalyzing conversion process can lead to the quick degradation of ceramic electrolytes, adding to the capital and maintenance costs.
  • Using scandium in solid electrolytes helps the system work at much lower temperatures than traditional SOFCs. So, the use of scandium helped lower the cost of SOFCs, which made them easier to use for power generation in many places.
  • As electricity prices go up, people will need to use more environmentally friendly ways to make power, which is likely to create many market opportunities for SOFCs and make scandium even more important.
  • Due to growing environmental concerns regarding traditional energy sources like coal and natural gas, solid oxide fuel cells are likely to see increased demand in the future.
  • The increasing demand for clean energy over environmental concerns of energy generation from conventional sources, such as coal and natural gas, is expected to drive the demand for solid oxide fuel cells in the future. Solid oxide fuel cells offer high efficiency and deliver environmental and financial benefits. The electrical efficiency of solid oxide fuel cells reaches up to 60%. This means 60% of the energy stored in the fuel is converted to useful electrical energy. This is much higher than the efficiency of coal power plants.
  • Furthermore, according to the Energy Information Administration, around USD 2.8 trillion was invested in energy in 2023, out of which USD 1.7 trillion was used for clean energy, including renewable power, nuclear, grids, storage, low-emission fuels, efficiency improvements, and end-use renewables and electrification.
  • In addition, according to the US Department of Energy, the share of electricity from clean sources in 2030 could grow to 80%, nearly twice the expected amount before the Inflation Reduction Act passed.
  • Furthermore, various expansions in the SOFC market are fueling the demand for scandium. For instance:
  • In October 2023, HD Hyundai announced an investment of EUR 45 million (USD 47.6 million) in Estonian solid oxide fuel cell firm Elcogen. With the new investment, the two companies intend to focus on marine propulsion systems and stationary power generation based on Elcogen's proprietary solid oxide fuel cell (SOFC) and green hydrogen production based around Elcogen's solid oxide electrolyzer cell (SOEC) technology.
  • In August 2023, Bloom Energy, a manufacturer of solid oxide fuel cells, successfully installed the initial phase of a groundbreaking 10-megawatt (MW) solid oxide fuel cell contract with Unimicron Technology Corp., a prominent chip substrate and printed circuit board (PCB) manufacturer in Taiwan.
  • The solid oxide fuel cell market is likely to witness a big increase in demand for scandium in the near future.

China is Expected to Dominate the Market

  • Scandium in China is produced as a by-product of other materials such as titanium, iron ore, and zirconium. Nowadays, more than 60-70 % of the scandium production in China is as titanium by-products. The sizeable chuck of scandium in the country is also produced by exploiting the residue from titanium dioxide (TiO2) leach streams in pigment plants such as titanium ore like magnetovana-ilmenite located in Panzhihua, China, at a concentration as high as 0.04%.
  • Globally, the principal source of scandium is niobium-rare earth element-iron (Nb-REE-Fe), the world's largest REE resource and second largest resource of scandium. It is located in Inner Mongolia, China, and accounts for approximately 90% of global scandium production. In Bayan Obo, scandium is regenerated as a by-product of the mining of the other REEs and iron.
  • China has great potential in the fuel cell market as the government increasingly focuses on utilizing clean energy technology to switch to a low-carbon economy. For the past 2-3 years, the Chinese government put great emphasis on the roll-out of fuel cell mobility in the country, shifting the public support focus slightly away from BEV to FCEV. The national government offers CNY 500,000 (USD 73 thousand) as a subsidy for each vehicle.
  • Furthermore, the Chinese government announced plans to support around 50,000 zero-emissions fuel cell vehicles by 2025, with plans to rapidly expand to 1 million FCEVs in service by 2030, providing opportunities to SOFCs and the scandium market in the country.
  • China is one of the largest aircraft manufacturers and one of the largest markets for domestic air passengers. Moreover, the country's aircraft parts and assembly manufacturing sector has been growing rapidly, with the presence of over 200 small aircraft parts manufacturers. Also, the Chinese government is investing heavily in increasing its domestic manufacturing capacities.
  • China is the largest base for electronics production in the world. China is actively engaged in manufacturing electronic products, such as smartphones, TVs, wires, cables, portable computing devices, gaming systems, and other personal electronic devices. Economic development in China and improving living standards among the population drive consumer electronics demand. Electronic products, such as smartphones, OLED TVs, and tablets, have the highest growth rates in the consumer electronics segment of the market in terms of demand. The revenue is expected to show an annual growth rate of 2.04% by 2025.
  • Therefore, the above-mentioned factors are expected to impact the demand for the studied market.

Scandium Industry Overview

The scandium market is consolidated in nature. Some of the major players in the market are Hunan Institute of Rare Earth Metal Materials, MCC Group, Sunrise Energy Metals Limited, Hunan Oriental Scandium Co. Ltd, and Henan Rongjia Scandium Vanadium Technology Co. Ltd.

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 Increasing Usage in Solid Oxide Fuel Cells (SOFCS)
    • 4.1.2 Increasing Demand for Aluminum-Scandium Alloys in the Aerospace and Defense Industry
  • 4.2 Restraints
    • 4.2.1 High Cost of Scandium
  • 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 Analysis
  • 4.6 Environmental Impact Analysis

5 MARKET SEGMENTATION

  • 5.1 Product Type
    • 5.1.1 Oxide
    • 5.1.2 Fluoride
    • 5.1.3 Chloride
    • 5.1.4 Nitrate
    • 5.1.5 Iodide
    • 5.1.6 Alloy
    • 5.1.7 Carbonate and Other Product Types
  • 5.2 End-user Industry
    • 5.2.1 Aerospace and Defense
    • 5.2.2 Solid Oxide Fuel Cells
    • 5.2.3 Ceramics
    • 5.2.4 Lighting
    • 5.2.5 Electronics
    • 5.2.6 3D Printing
    • 5.2.7 Sporting Goods
    • 5.2.8 Other End-user Industries
  • 5.3 Geography
    • 5.3.1 Production Analysis
      • 5.3.1.1 China
      • 5.3.1.2 Russia
      • 5.3.1.3 Philippines
      • 5.3.1.4 Rest of the World
    • 5.3.2 Consumption Analysis
      • 5.3.2.1 United States
      • 5.3.2.2 China
      • 5.3.2.3 Russia
      • 5.3.2.4 Japan
      • 5.3.2.5 Brazil
      • 5.3.2.6 European Union
      • 5.3.2.7 Rest of the World

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 Guangxi Maoxin Technology Co. Ltd
    • 6.4.2 Henan Rongjia Scandium Vanadium Technology Co. Ltd
    • 6.4.3 Huizhou Top Metal Materials Co. Ltd
    • 6.4.4 Hunan Rare Earth Metal Materials Research Institute Co. Ltd
    • 6.4.5 Hunan Oriental Scandium Co. Ltd
    • 6.4.6 JSC Dalur
    • 6.4.7 MCC Group
    • 6.4.8 NioCorp Development Ltd
    • 6.4.9 Rio Tinto
    • 6.4.10 Rusal
    • 6.4.11 Scandium International Mining Corporation
    • 6.4.12 Stanford Advanced Materials
    • 6.4.13 Sumitomo Metal Mining Co. Ltd (Taganito HPAL nickel Corp.)
    • 6.4.14 Sunrise Energy Metals Limited
    • 6.4.15 Treibacher Industrie AG

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Potential Applications in the Automotive industry
  • 7.2 Growing Technology for Storing Energy