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市场调查报告书
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1636274

欧洲电动车电池材料：市场占有率分析、产业趋势/统计、成长预测（2025-2030）

Europe Electric Vehicle Battery Materials - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3个工作天内

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简介目录

欧洲电动车电池材料市场规模预计到2025年为72.3亿美元，预计2030年将达到133亿美元，预测期内（2025-2030年）复合年增长率为12.97%。

欧洲电动车电池材料-市场-IMG1

主要亮点

  • 从中期来看，电动车（EV）销售的成长以及政府的支持性措施和法规预计将在预测期内推动电动车电池材料的需求。
  • 另一方面，电池材料对进口的依赖度较高，供应链受到的影响很可能对市场产生负面影响。
  • 然而，随着电池随着能量密度的提高、充电速度的加快、安全性的提高和使用寿命的延长等进步而不断发展，电动车电池材料市场的参与企业将会出现巨大的机会。
  • 在电动车普及率快速成长的推动下，德国将成为欧洲电动车电池材料市场成长最快的地区。

欧洲电动车电池材料市场趋势

锂离子电池类型主导市场

  • 用于电动车（EV）的锂离子电池的产量正在成长，并对电池材料市场产生重大影响。产量激增正在推高锂需求，该地区的锂发现对原料成本产生了显着影响。
  • 主要市场相关人员正在投资锂蕴藏量和研发，以提高锂离子电池产量并满足对电池原料日益增长的需求。随着新蕴藏量的发现，锂离子电池价格长期呈现下降趋势。
  • 例如，2023年，电动车（EV）和电池能源储存系统（BESS）的电池价格降至139美元/kWh，降幅超过13%。随着技术创新和製造流程的不断改进，预计到2025年价格将进一步下降至113美元/千瓦时，并在2030年达到80美元/度。
  • 此外，由于对环境问题的日益关注，欧洲各国政府正积极推动电动车锂离子电池的生产。为了实现净零碳排放，这些政府推出了多项措施来提高锂离子电池的产量，以满足对电动车不断增长的需求。
  • 例如，2023年11月，英国政府宣布投资5,000万英镑（6,300万美元），以加强电池供应链，包括锂离子电池。电池策略重点支援零排放汽车及其供应链，并承诺将新资本和研发资金延长至 2030 年。此类措施将加速锂离子电池作为能源来源的采用，并增加对电池材料的需求。
  • 此外，随着锂离子电池价格下降和需求激增，新生产工厂的建立进一步增加了对电池原料的需求。近年来，旨在增加锂离子电池产量的投资大幅增加。
  • 例如，法国在 2024 年 2 月宣布，将在未来几年内从公共和私营部门投资 100 亿欧元（108.4 亿美元），在全国范围内建立四个电动汽车电池（包括锂离子电池）超级工厂。 。这些战略投资预计将扩大法国的电池产量，导致对锂离子电池材料的需求相应增加。
  • 这些先进措施预计将在预测期内显着增加锂离子电池产量，导致电动车电池材料的需求激增。

德国正在经历显着的成长

  • 由于其汽车工业和对永续交通的承诺，德国在电动车 (EV) 电池材料领域发挥重要作用。过去几年，德国已成全部区域领先的电动车生产国。
  • 根据国际能源总署 (IEA) 预测，2023 年德国电动车 (EV) 销量将达到 70 万辆，与 2022 年持平，但比 2019 年增长 5.5 倍。随着欧洲各国政府最近推出的一系列计划和倡议，电动车销量预计在未来几年将大幅成长。
  • 德国在欧洲电池联盟中发挥关键作用，该联盟旨在在欧洲建立具有竞争力的可持续电池製造价值链。德国政府与主要电动车公司密切合作，正在对国内电池生产设施进行大量投资。
  • 2024 年 1 月，瑞典锂离子电池製造商 Nordvault 获得欧盟核准，提供 9.02 亿欧元（9.8643 亿美元）的重大国家援助计画。这笔资金将用于在德国海德建立电动车和混合动力汽车电池生产厂。此举将促进该地区的电池生产并增加对电动车电池材料的需求。
  • 德国在先进电池和回收技术方面处于领先地位。公司和研究机构都在创新有效的方法，从废弃电池中提取锂、钴和镍等有价值的材料。
  • 2024 年 5 月，波兰 Elemental Strategy Metals (ESM) 宣布计画与美国新兴企业公司合作伙伴 Ascend Elements 合作建造锂离子电池回收工厂。年产能2.5万吨，计划于2024年秋季建设，计划于2026年运作。此类企业将提高原材料生产并进一步增加电动车电池材料的产量。
  • 鑑于这些发展，我们预计在预测期内电动车电池产量将呈现成长趋势，并且对电动车电池材料的需求将大幅增加。

欧洲电动汽车电池材料产业概况

欧洲电动车电池材料市场适度细分。主要参与企业（排名不分先后）包括BASF公司、三菱化学集团公司、宇部株式会社、优美科公司和住友化学公司。

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

  • 调查范围
  • 市场定义
  • 研究场所

第 2 章执行摘要

第三章调查方法

第四章市场概况

  • 介绍
  • 至2029年市场规模及需求预测（单位：十亿美元）
  • 最新趋势和发展
  • 政府法规和措施
  • 市场动态
    • 促进因素
      • 电动车销量成长
      • 政府扶持措施及措施
    • 抑制因素
      • 原物料供应依赖进口
  • 供应链分析
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代产品/服务的威胁
    • 竞争公司之间的敌对关係
  • 投资分析

第五章市场区隔

  • 电池类型
    • 锂离子电池
    • 铅酸电池
    • 其他的
  • 材料
    • 正极
    • 负极
    • 电解
    • 分隔符
    • 其他的
  • 地区
    • 德国
    • 法国
    • 英国
    • 义大利
    • 西班牙
    • 俄罗斯
    • 土耳其
    • 北欧的
    • 欧洲其他地区

第六章 竞争状况

  • 併购、合资、联盟、协议
  • 主要企业策略
  • 公司简介
    • Sumitomo Chemical Co., Ltd.
    • BASF SE
    • Mitsubishi Chemical Group Corporation
    • UBE Corporation
    • Umicore SA
    • Contemporary Amperex Technology Co. Limited
    • Johnson Matthey
    • ENTEK International LLC
    • Northvolt
    • SGL Carbon
  • 其他知名公司名单
  • 市场排名/份额分析

第七章 市场机会及未来趋势

  • 电池技术的进步
简介目录
Product Code: 50003561

The Europe Electric Vehicle Battery Materials Market size is estimated at USD 7.23 billion in 2025, and is expected to reach USD 13.30 billion by 2030, at a CAGR of 12.97% during the forecast period (2025-2030).

Europe Electric Vehicle Battery Materials - Market - IMG1

Key Highlights

  • Over the medium term, growing electric vehicle (EV) sales and supportive government policies and regulations are expected to drive the demand for electric vehicle battery materials during the forecast period.
  • On the other hand, the high import dependency on battery materials and the impact on the supply chain are likely to negatively impact the market.
  • However, as batteries evolve with advancements like enhanced energy density, quicker charging, heightened safety, and extended lifespans, significant opportunities emerge for players in the electric vehicle battery materials market.
  • Driven by a surge in electric vehicle adoption, Germany is poised to lead as the fastest-growing region in Europe's electric vehicle battery materials market.

Europe Electric Vehicle Battery Materials Market Trends

Lithium-Ion Battery Type Dominate the Market

  • The production of lithium-ion batteries for electric vehicles (EVs) is on the rise, significantly influencing the battery materials market. This surge in production has driven up the demand for lithium, and discoveries of lithium in the region are notably affecting raw material costs.
  • Key market players are channeling investments into lithium reserves and R&D, aiming to boost lithium-ion battery production and meet the growing demand for battery raw materials. As new reserves are discovered, the prices of lithium-ion batteries have seen a downward trend over time.
  • For instance, in 2023, battery prices for electric vehicles (EVs) and battery energy storage systems (BESS) dropped to USD 139/kWh, marking a decline of over 13%. With ongoing technological innovations and manufacturing improvements, projections suggest prices will further dip to USD 113/kWh by 2025 and reach USD 80/kWh by 2030.
  • Moreover, European governments are actively promoting lithium-ion battery production for EVs, driven by mounting environmental concerns. With a keen focus on achieving net-zero carbon emissions, these governments have launched multiple initiatives to boost lithium-ion battery production, aiming to meet the surging EV demand.
  • For instance, in November 2023, the United Kingdom government unveiled a GBP 50 million (USD 63 million) investment to fortify its battery supply chain, including lithium-ion batteries, aligning with the nation's future EV production goals. The Battery Strategy promises focused support for zero-emission vehicles and their supply chains, with new capital and R&D funding extending to 2030. Such initiatives are poised to bolster the adoption of lithium-ion batteries as a clean energy source, subsequently driving up the demand for battery materials.
  • Additionally, as lithium-ion battery prices decline and demand surges, the establishment of new production plants further fuels the need for battery raw materials. Recent years have witnessed a significant uptick in investments aimed at boosting lithium-ion battery production.
  • For instance, in February 2024, France unveiled a EUR 10 billion (USD 10.84 billion) investment, sourced from both public and private entities, to establish four gigafactories for electric vehicle batteries, including lithium-ion variants, across the nation in the upcoming years. Such strategic investments are set to amplify battery production in France, subsequently heightening the demand for lithium-ion battery materials.
  • Given these advancements and initiatives, a marked increase in lithium-ion battery production and a surge in demand for EV battery materials are anticipated during the forecast period.

Germany to Witness Significant Growth

  • Germany plays a significant role in the electric vehicle (EV) battery materials sector, driven by its automotive industry and commitment to sustainable mobility. In the past few years, the country has become one of the leading EV producers across the region.
  • According to the International Energy Agency (IEA), Electric vehicle (EV) sales in Germany reached 0.7 million units in 2023, consistent with 2022 figures but marking a 5.5-fold increase since 2019. With numerous projects and initiatives recently launched by the European government, EV sales are poised for significant growth in the coming years.
  • Germany plays a pivotal role in the European Battery Alliance, which aims to establish a competitive and sustainable battery cell manufacturing value chain in Europe. Collaborating closely with leading EV companies, the German government is making substantial investments in domestic battery cell production facilities.
  • In January 2024, Northvolt, a Swedish lithium-ion battery manufacturer, secured European Union approval for a significant EUR 902 million (USD 986.43 million) state aid package. This funding is earmarked for establishing an EV and hybrid vehicle battery production plant in Heide, Germany. Such moves are set to boost battery production in the region, driving up demand for EV battery materials.
  • Germany is leading the charge in advanced battery recycling technologies. Both companies and research institutions are innovating efficient methods to extract valuable materials, such as lithium, cobalt, and nickel, from used batteries.
  • In May 2024, Elemental Strategic Metals (ESM), a Polish firm, in collaboration with its US start-up partner Ascend Elements, unveiled plans for a lithium-ion battery recycling plant. With a capacity of 25,000 tonnes per year, construction is slated for autumn 2024, aiming for operational status by 2026. Such ventures are set to boost raw material production, further elevating the output of EV battery materials.
  • Given these developments, the trajectory points towards heightened battery production for EVs and a marked surge in demand for EV battery materials in the forecast period.

Europe Electric Vehicle Battery Materials Industry Overview

Europe's electric vehicle battery materials market is moderately fragmented. Some key players (not in particular order) are BASF SE, Mitsubishi Chemical Group Corporation, UBE Corporation, Umicore, Sumitomo Chemical 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 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Growing Electric Vehicle Sales
      • 4.5.1.2 Supportive Government Policies and Regulations
    • 4.5.2 Restraints
      • 4.5.2.1 Dependency on Imported Raw Material Supply
  • 4.6 Supply Chain Analysis
  • 4.7 Industry Attractiveness - 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
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lithium-ion Battery
    • 5.1.2 Lead-Acid Battery
    • 5.1.3 Others
  • 5.2 Material
    • 5.2.1 Cathode
    • 5.2.2 Anode
    • 5.2.3 Electrolyte
    • 5.2.4 Separator
    • 5.2.5 Others
  • 5.3 Geography
    • 5.3.1 Germany
    • 5.3.2 France
    • 5.3.3 United Kingdom
    • 5.3.4 Italy
    • 5.3.5 Spain
    • 5.3.6 Russia
    • 5.3.7 Turkey
    • 5.3.8 NORDIC
    • 5.3.9 Rest of Europe

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 Sumitomo Chemical Co., Ltd.
    • 6.3.2 BASF SE
    • 6.3.3 Mitsubishi Chemical Group Corporation
    • 6.3.4 UBE Corporation
    • 6.3.5 Umicore SA
    • 6.3.6 Contemporary Amperex Technology Co. Limited
    • 6.3.7 Johnson Matthey
    • 6.3.8 ENTEK International LLC
    • 6.3.9 Northvolt
    • 6.3.10 SGL Carbon
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/ Share Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Advancements in Battery Technology