查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1536909

针状焦：市场占有率分析、产业趋势、成长预测（2024-2029）

Needle Coke - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

2024年针状焦市场规模预估为193万吨，预估2029年将达391万吨，预测期（2024-2029年）复合年增长率为15.11%。

针状焦市场

COVID-19 大流行对针状焦市场产生了负面影响。疫情期间，钢厂需求减少，导致针状焦消耗减少，石墨电极生产受到较大影响。但由于锂离子电池和石墨电极需求回升，限购解除后市场大幅成长。

*从中期来看，电弧炉钢铁製造投资的增加和废钢消费量增加的政府优惠政策是推动所研究市场成长的关键因素。

*然而，与石油焦相关的健康危害可能会阻碍所研究市场的成长。

*在预测期内，全球锂离子电池产量的增加可能是研究市场的一个机会。

*亚太地区已成为主导市场。由于印度、中国和日本等国家的高需求，预计 2024 年至 2029 年将维持最高复合年增长率。

针状焦市场趋势

石墨电极领域占据市场主导地位

*针状焦是电炉石墨电极的主要原料。一种高品位、高价值的石油焦，用于生产热膨胀係数 (CTE) 极低的石墨电极。

*石墨电极广泛应用于钢铁等金属产业所使用的电弧炉，因此石墨电极用针状焦的应用占针状焦最大的应用。

*石墨具有高导热性，耐热、耐衝击。它还具有低电阻，需要承载熔化铁所需的大电流。因此，它可以承受EAF（电炉）产生的极高热量。製造电极需要经过烧製和重新烘烤焦炭以将其变成石墨的过程，该过程大约需要六个月的时间。

*石墨电极分为四种：RP石墨电极、HP石墨电极、SHP石墨电极、UHP石墨电极。

*石墨电极主要用于电炉钢、合金钢、各种合金、非金属的生产。这些电极可以产生高热，也用于钢铁提炼和类似的冶炼过程。铁屑在电炉中可在1600℃左右熔化。

*根据Sanergy Group Limited的资料，预计2023年全球石墨电极产量将达到878.5万吨，2024年将达到79.54万吨。

*2023 年 12 月，Graphite India Limited (GIL) 投资 5 亿印度卢比（约 600 万美元）购买 Godi India Private Limited 的强制可转换优先股。透过本次投资，GIL将持有Godi India 31%的股份。 Godi India 致力于先进的研发，支援电动车 (EV)永续电池和基于超级电容器的能源储存系统的生产。 Godi India 的环保和碳中和製程包括水性电极处理TM、活性干式涂层TM 和Pranic BinderTM。这项投资符合 GIL 进军先进电池和能源储存技术的多元化策略。

*2023年11月，海格集团成功将印度中央邦石墨电极年产能从80吨扩大至100吨。该公司巨额投资120亿印度卢比（143,741,000美元）来扩大产能。海格也因此成为欧美第三大石墨电极製造商。

*预计上述因素将影响预测期内石墨电极应用的针状焦需求。

亚太地区主导市场

*亚太地区预计将主导针状焦市场，因为它包括中国（也是最大的针状焦生产国和消费国）和日本等国家。

*中国石墨电极消费量和产能占全球最大份额。我国石墨电极生产公司有40多家。在电动车产业成长的推动下，中国市场对石墨电极的需求以及锂离子电池负极的进一步多元化，都推动了针状焦需求的復苏。在可预见的未来，这种需求预计将稳定成长，价格也将相应上涨。

*除此之外，中国政府也致力于发展环保钢铁生产方式。因此，中国当局正积极推广电弧炉（EAF）技术，以此作为遏制碳排放和促进钢铁业永续性的手段。电弧炉技术主要以废铁为原料，利用电力将其熔化。在国家政策支持的推动下，电弧炉技术的采用将成为中国的普遍趋势，从而带动石墨电极的需求。

*日本是石油、煤炭和焦油针状焦的主要生产国和出口国之一。日本公司是世界上最大的石墨电极生产商之一。石墨电极的市场领导者包括 Showa Denko、Nippon Carbon、SEC Carbon 和 Tokai Carbon。

*印度钢铁业正在加大脱碳力度，积极致力于减少碳排放。作为其中的一部分，在钢铁生产中采用电炉（EAF）技术的运动日益盛行。电弧炉依靠电力和废钢，使其成为比传统方法更永续的选择。

*随着电弧炉的采用进展，对石墨电极的需求预计将急剧增加。印度政府取消废钢进口关税的措施将直接使电炉钢铁製造商受益。再加上有利的国家政策，这些将进一步推动电炉炼钢的转变，并带动对石墨电极的需求。

*日本第二大钢铁製造商 JFE 钢铁公司宣布建设计画一座大型电炉 (EAF)。电弧炉计划于 2027 年左右取代仓敷工厂现有的高炉。这项策略性倡议突显了该公司根据全球气候变迁倡议遏制碳排放的承诺。新高炉将主要供应汽车和其他产业，预计每年减少排放260万吨。

*石墨电极在电炉（EAF）製程中发挥重要作用，电炉是钢铁生产的主要方法。韩国钢铁业非常重要，透过服务汽车、建筑和造船等行业来推动该国的经济成长。根据韩国钢铁协会报告，钢铁产业占韩国GDP的1.5%，占製造业的4.9%。特别是韩国是世界第六大钢铁生产国。

*因此，鑑于上述情况，亚太地区可能主导全球针状焦市场。

针状焦产业概况

针状焦市场部分整合。该市场的主要企业（排名不分先后）包括飞利浦66、中国石油天然气集团公司（CNPC）、山东亿达融贸易有限公司、山东阳科技和三菱化学。

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
    • 加大对电炉钢生产的投资
    • 政府政策增加废铁消耗
  • 抑制因素
    • 与石油焦相关的健康危害
  • 产业价值链分析
  • 产业吸引力－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
  • 定价概览

第五章市场区隔

  • 产品类型
    • 石油基
    • 煤焦油沥青基质
  • 目的
    • 石墨电极
    • 锂离子电池
    • 其他用途
  • 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
      • 其他欧洲国家
    • 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
      • 其他中东/非洲

第六章 竞争状况

  • 併购、合资、联盟、协议
  • 市场占有率(%)分析
  • 主要企业策略
  • 公司简介
    • Baosteel Group
    • China National Petroleum Corporation（CNPC）
    • China Petroleum & Chemical Corporation（Sinopec）
    • Indian Oil Corporation
    • Liaoning Baolai Bioenergy Co., Ltd.
    • Mitsubishi Chemical Corporation
    • Nippon Steel Corporation
    • Phillips 66
    • Posco Mc Materials
    • Seadrift Coke LP（Graftech International）
    • Shandong Dongyang Technology Co. Ltd
    • Shandong Yida New Materials Co. Ltd
    • Shanxi Hongte Coal Chemical Co. Ltd

第七章 市场机会及未来趋势

  • 锂离子电池提振针状焦需求
简介目录
Product Code: 61907

The Needle Coke Market size is estimated at 1.93 Million metric tons in 2024, and is expected to reach 3.91 Million metric tons by 2029, growing at a CAGR of 15.11% during the forecast period (2024-2029).

Needle Coke - Market

The COVID-19 pandemic negatively impacted the needle coke market. During the pandemic, the manufacturing of graphite electrodes was heavily affected due to less demand from the steel manufacturing plants, which reduced the consumption of needle coke. However, the market registered a significant growth rate after the restrictions were lifted due to the recovering demand for lithium-ion batteries and graphite electrodes.

* Over the medium term, increasing investments in EAF steel manufacturing and favorable government policies to increase scrap steel consumption are significant factors driving the growth of the studied market.

* However, health hazards associated with petroleum coke are likely to hinder the growth of the studied market.

* The increase in lithium-ion battery production globally is likely to act as an opportunity for the market studied during the forecast period.

* Asia-Pacific emerged as the dominant market. It is also expected to register the highest CAGR from 2024 to 2029 due to the high demand from countries such as India, China, Japan, and others.

Needle Coke Market Trends

Graphite Electrodes Segment to Dominate the Market

* Needle coke is a primary raw material for graphite electrodes in electric furnaces. It is a premium-grade, high-value petroleum coke used to manufacture graphite electrodes with a very low coefficient of thermal expansion (CTE).

* Owing to the wide application of graphite electrodes in electric arc furnaces, which are used in steel and other metal industries, the application of needle coke for graphite electrodes accounts for the largest application of needle coke.

* Graphite has high thermal conductivity and is resistant to heat and any impact. Also, it has low electrical resistance, which is needed to conduct large electrical currents necessary to melt iron. Thus, it can sustain extremely high heat levels generated by EAF (electric arc furnace). Making the electrodes requires processing coke, including baking and rebaking, to convert it into graphite, which can take up to six months.

* Graphite electrodes are divided into four types: RP graphite electrodes, HP graphite electrodes, SHP graphite electrodes, and UHP graphite electrodes.

* Graphite electrodes are primarily used to manufacture electric arc furnace steel, alloy steel, various alloys, and nonmetals. These electrodes can generate high levels of heat and are also used in refining steel and similar smelting processes. They can melt iron scrap in an electric arc furnace at about 1,600°C.

* According to data from Sanergy Group Limited, the production volume of graphite electrodes worldwide was 8785 thousand metric tons in 2023 and is projected to reach 795.4 thousand metric tons in 2024.

* In December 2023, Graphite India Limited (GIL) invested INR 50 crore (approximately USD 6 million) in compulsorily convertible preference shares of Godi India Private Ltd. This investment provides GIL with a 31% equity shareholding in Godi India. Godi India is engaged in advanced Research and development to support the production of sustainable batteries for electric vehicles (EVs) and supercapacitor-based energy storage systems. Godi India's environment-friendly and carbon-neutral processes include Aqueous Electrode ProcessingTM, Active Dry CoatingTM, and Pranic BinderTM. This investment aligns with GIL's strategy to diversify into advanced battery and energy storage technologies.

* In November 2023, HEG Limited successfully expanded its graphite electrode capacity in Madhya Pradesh, India, from 80 kilotons per annum to 100 kilotons per annum. The company made a substantial investment of INR 1,200 crore (USD 143.741 million) for this capacity expansion. As a result, HEG is the third-largest graphite electrode company in the Western world.

* The factors mentioned above are expected to affect the demand for needle coke for graphite electrode application during the forecast period.

Asia-Pacific to Dominate the Market

* Asia-Pacific is expected to dominate the needle coke market, as it includes countries such as China (the biggest producer and consumer of needle coke) and Japan.

* China holds the largest share of graphite electrode consumption and production capacity in the global scenario. There are over 40 official graphite electrode manufacturers in China. The Chinese market's demand for graphite electrodes and further diversification into lithium-ion battery anodes, fueled by the EV industry's growth, are both driving a comeback in the demand for needle coke. For the foreseeable future, this demand is expected to continue to increase steadily, with corresponding pricing support.

* In addition to this, the Chinese government is also focusing on developing eco-friendly means of producing steel. Hence, Chinese authorities are actively promoting Electric Arc Furnace (EAF) technology as a means to curb carbon emissions and foster sustainability in the steel industry. EAF technology relies primarily on steel scrap as its raw material, with electricity used to melt it. Driven by supportive national policies, the adoption of EAF technology is poised to become a prevailing trend in China, consequently bolstering the demand for graphite electrodes.

* Japan is one of the leading producers and exporters of petroleum, coal, and tar-based pitch needle coke. Japanese companies are one of the largest producers of graphite electrodes in the world. The market giants of graphite electrodes include Showa Denko, Nippon Carbon, SEC Carbon, and Tokai Carbon.

* The Indian steel industry is actively working to reduce carbon emissions through intensified efforts to decarbonize. As part of this push, there is a rising trend in adopting electric arc furnace (EAF) technology for steel production. EAFs rely on electricity and steel scrap, making them a more sustainable choice than traditional methods.

* With the growing adoption of EAFs, there is a significant expected surge in demand for graphite electrodes. The Indian government's move to eliminate customs duty on scrap imports directly benefits EAF steel manufacturers. Coupled with favorable national policies, these further fuel the shift toward EAFs and drive the demand for graphite electrodes.

* JFE Steel, Japan's second-largest steelmaker, announced in November 2023 its plans to construct a large-scale electric arc furnace (EAF). The EAF is slated to replace an existing blast furnace at its Kurashiki plant by around 2027. This strategic move underscored the company's commitment to curbing carbon emissions, which is in line with global climate change initiatives. The new EAF will primarily cater to automotive and other sectors, with an anticipated annual emissions reduction of 2.6 million tons.

* Graphite electrodes play an important role in the electric arc furnace (EAF) process, a key method for steel production. The steel sector in South Korea is significant, driving the nation's economic growth by catering to industries like automotive, construction, and shipbuilding. The steel industry accounts for 1.5% of the nation's GDP and 4.9% of its manufacturing sector, as reported by the Korean Iron & Steel Association. Notably, South Korea ranks as the sixth-largest steel producer globally.

* Hence, Asia-Pacific is likely to dominate the global needle-coke market based on the aspects mentioned above.

Needle Coke Industry Overview

The needle coke market is partially consolidated. Some of the major players in the market (not in any particular order) include Phillips 66 Company, China National Petroleum Corporation (CNPC), Shandong Yida Rongtong Trading Co., Shandong Jing Yang Technology Co. Ltd, and Mitsubishi Chemical Corporation.

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 Investments in EAF Steel Manufacturing
    • 4.1.2 Government Policies to Increase Scrap Steel Consumption
  • 4.2 Restraints
    • 4.2.1 Health Hazards Associated with Petroleum Coke
  • 4.3 Industry Value-Chain Analysis
  • 4.4 Industry Attractiveness - 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 Overview

5 MARKET SEGMENTATION (Market Size in Volume)

  • 5.1 Product Type
    • 5.1.1 Petroleum Based
    • 5.1.2 Coal-tar Pitch Based
  • 5.2 Application
    • 5.2.1 Graphite Electrodes
    • 5.2.2 Lithium-ion Batteries
    • 5.2.3 Other Applications
  • 5.3 Geography
    • 5.3.1 Asia-Pacific
      • 5.3.1.1 China
      • 5.3.1.2 India
      • 5.3.1.3 Japan
      • 5.3.1.4 South Korea
      • 5.3.1.5 Rest of Asia-Pacific
    • 5.3.2 North America
      • 5.3.2.1 United States
      • 5.3.2.2 Canada
      • 5.3.2.3 Mexico
    • 5.3.3 Europe
      • 5.3.3.1 Germany
      • 5.3.3.2 United Kingdom
      • 5.3.3.3 Italy
      • 5.3.3.4 France
      • 5.3.3.5 Rest of Europe
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Rest of South America
    • 5.3.5 Middle East and Africa
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 South Africa
      • 5.3.5.3 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Share (%) Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 Baosteel Group
    • 6.4.2 China National Petroleum Corporation (CNPC)
    • 6.4.3 China Petroleum & Chemical Corporation (Sinopec)
    • 6.4.4 Indian Oil Corporation
    • 6.4.5 Liaoning Baolai Bioenergy Co., Ltd.
    • 6.4.6 Mitsubishi Chemical Corporation
    • 6.4.7 Nippon Steel Corporation
    • 6.4.8 Phillips 66
    • 6.4.9 Posco Mc Materials
    • 6.4.10 Seadrift Coke LP (Graftech International)
    • 6.4.11 Shandong Dongyang Technology Co. Ltd
    • 6.4.12 Shandong Yida New Materials Co. Ltd
    • 6.4.13 Shanxi Hongte Coal Chemical Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Lithium-ion Batteries to Boost the Demand for Needle Coke