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市场调查报告书
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法国电动车电池材料：市场占有率分析、产业趋势与统计、成长预测（2025-2030）

France 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 100 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2025年法国电动车电池材料市场规模为10.3亿美元，2030年将达19.4亿美元，预测期间（2025-2030年）复合年增长率为13.46%。

法国电动车电池材料-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，蕴藏量短缺可能会明显抑制电动车电池材料市场的成长。
  • 电池技术的进步，如提高能量密度、缩短充电时间、提高安全性和延长使用寿命等，预计将在不久的将来为电动车电池材料市场的参与企业提供重大商机。

法国电动车电池材料市场趋势

电动车 (EV) 销售的扩大推动市场发展

  • 在法国，电动车（EV）销量的增加正在推动对电动车电池材料的需求。随着电动车销量的增加，对锂、钴、镍和石墨等关键电池组件的需求也在增加。这种不断增长的需求不仅促进了当地生产，还吸引了投资并重振了法国的电池材料供应链。
  • 法国在转向清洁能源方面取得了显着进展，其中重点是电动车。近年来，该国的电动车销量大幅成长。例如，根据国际能源总署（IEA）的报告，2023年法国电动车销量为47万辆，较2022年成长38.2%。鑑于这一趋势，预计未来几年对电池材料的需求将大幅增加。
  • 法国政府正积极支持电动车市场的成长，推出补贴和税收优惠，并收紧排放气体法规。这些支持措施不仅增强了电动车市场，也对电池材料产业产生正面影响。展望未来，政府制定了将电动车销量翻两番的雄心勃勃的目标。
  • 具体措施是，政府于 2024 年 5 月与顶级汽车製造商达成协议，设定到 2027 年电动车销售目标为 80 万辆，比 2022 年的 20 万辆大幅成长。此外，政府也承诺投入 15 亿欧元（约 16 亿美元）支持各种刺激电动车生产和购买的计画。如此强而有力的倡议不仅将促进电动车产量，还将扩大对电池材料的需求。
  • 此外，法国充满活力的电动车市场也是电池创新的温床。该国的公司和研究机构正在投资开创性材料，这些材料有望提高能量密度、更长的使用寿命和更高的安全性。该地区主要企业之间的合作进一步加速了电池技术的进步，为电动车电池需求的激增奠定了基础。
  • 2024 年 5 月，阿科玛和辉能宣布开展合作，重点开发 Kynar PVDF 牌号和辉能用于下一代锂陶瓷电池的尖端材料。辉能也透露了在法国建立锂陶瓷电池超级工厂的野心。这些策略性倡议不仅会扩大对先进电动车电池的需求，还会增加该地区对电池材料的需求。
  • 鑑于这些趋势，预计未来几年对电动车的需求以及对电动车电池材料的相应需求将保持稳定。

锂离子电池类型主导市场

  • 电动车（EV）用锂离子电池的产量快速成长，对电池材料市场产生重大影响。电池产量的增加显着增加了对锂的需求。不同地区锂的发现对于决定原料成本起着至关重要的作用。
  • 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年电池组价格将进一步降至113美元/kWh，到2030年可能达到80美元/kWh。
  • 为了因应人们日益关注的环境问题，欧洲各国政府正积极支持电动车锂离子电池的生产。出于对实现净零碳排放的强烈兴趣，这些政府推出了多项倡议来提高锂离子电池的产量，以满足电动车需求的激增。
  • 例如，2024年5月，法国Blue Solutions宣布计划在法国东部建造一座超级工厂。该工厂耗资约 20 亿欧元（21.7 亿美元），计划于 2030 年开始生产，旨在生产快速充电时间为 20 分钟的电动车尖端固态电池。这些努力将使锂离子电池作为清洁能源解决方案普及，并增加对电池材料的需求。
  • 此外，近年来，法国已成为先进锂离子电池回收技术的领导者。公司和研究机构都在创新有效的技术，从废弃电池中提取锂、钴和镍等有价值的材料。
  • 例如，2024 年 7 月，领先公司 Hydrovolt 宣布向法国扩张，在奥尔当建造一座新的回收设施。该设施占地约 3,000平方公尺，计划于 2025 年开始运营，重点是回收电动车和工业电池。这些战略倡议不仅加速了锂离子原料的生产，也预示着未来电动车电池材料的产量将会激增。
  • 鑑于这些进步和倡议，预计在预测期内对电动车电池材料的需求将大幅增加。

法国电动汽车电池材料产业概况

法国电动车电池材料市场已减半。主要参与企业（排名不分先后）包括住友化学、BASF、阿科玛、索尔维和优美科。

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
      • 原料蕴藏量不足
  • 供应链分析
  • PESTLE分析
  • 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

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
    • Arkema SA
    • Solvay SA
    • Umicore SA
    • Eramet SA
    • Imerys SA
    • SAFT Groupe
    • Toray Carbon Fibers Europe
  • 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: 50003564

The France Electric Vehicle Battery Materials Market size is estimated at USD 1.03 billion in 2025, and is expected to reach USD 1.94 billion by 2030, at a CAGR of 13.46% during the forecast period (2025-2030).

France 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 lack of raw material reserves can significantly restrain the growth of the electric vehicle battery materials market.
  • Nevertheless, technological advancements in batteries like higher energy density, faster charging times, improved safety, and longer lifespan are expected to create significant opportunities for electric vehicle battery materials market players in the near future.

France Electric Vehicle Battery Materials Market Trends

Growing Electric Vehicle (EV) Sales Drives the Market

  • In France, the rising sales of electric vehicles (EVs) are driving up the demand for EV battery materials. As sales of EVs climb, so does the need for key battery components like lithium, cobalt, nickel, and graphite. This heightened demand is not only boosting local production but also attracting investments, thereby invigorating the French battery material supply chain.
  • France is making a pronounced shift towards clean energy, with electric vehicles taking center stage. Over recent years, EV sales in the country have seen a remarkable surge. For instance, the International Energy Agency (IEA) reported that in 2023, France sold 0.47 million electric vehicles, marking a 38.2% increase from 2022. Given this trajectory, the demand for battery materials is poised to rise significantly in the coming years.
  • The French government actively champions the EV market's growth, rolling out subsidies, tax incentives, and enforcing stricter emission regulations. These supportive measures not only bolster the EV market but also extend their positive influence to the battery material industry. With an eye on the future, the government has set ambitious targets, aiming for a fourfold increase in EV sales.
  • In a concrete move, the government inked a deal in May 2024 with top car manufacturers, setting a target of 800,000 electric vehicle sales by 2027, a significant jump from 200,000 in 2022. Additionally, with a commitment of 1.5 billion euros (approximately USD 1.6 billion), the government is backing various programs to stimulate both the production and purchase of electric vehicles. Such robust initiatives are set to not only boost EV production but also amplify the demand for battery materials.
  • Moreover, France's vibrant EV market is a hotbed for battery technology innovation. Companies and research institutions in the country are channeling investments into pioneering materials that promise enhanced energy density, extended lifespan, and heightened safety. Collaborations among leading regional companies are further propelling advancements in battery technology, setting the stage for a surge in EV battery demand.
  • Highlighting this trend, Arkema and ProLogium, in May 2024, unveiled their partnership focusing on Kynar PVDF grades and cutting-edge materials for ProLogium's next-gen Lithium Ceramic Batteries. ProLogium also revealed ambitions to establish a gigafactory for lithium ceramic batteries in France. Such strategic moves are poised to not only amplify the demand for advanced EV batteries but also escalate the need for battery materials in the region.
  • Given these dynamics, the trajectory for EV demand and the corresponding appetite for EV battery materials looks robust in the coming years.

Lithium-Ion Battery Type Dominate the Market

  • The production of lithium-ion batteries for electric vehicles (EVs) has surged, profoundly influencing the battery materials market. This uptick in battery production has driven a marked rise in lithium demand. Discoveries of lithium in various regions play a pivotal role in determining 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 escalating demand for battery raw materials. As new reserves are discovered, the prices of lithium-ion batteries have seen a downward trend over time.
  • For example, 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 battery pack prices could further dip to USD 113/kWh by 2025 and reach USD 80/kWh by 2030.
  • In response to growing environmental concerns, European governments are actively championing lithium-ion battery production for EVs. With a keen focus on achieving net-zero carbon emissions, these governments have launched multiple initiatives to boost lithium-ion battery production, catering to the surging EV demand.
  • For instance, in May 2024, Blue Solutions, a French firm, unveiled plans for a gigafactory in eastern France. With an investment of around 2 billion euros (USD 2.17 billion), the facility aims to produce a cutting-edge solid-state battery for EVs, boasting a rapid 20-minute charging time, with production slated to commence by 2030. Such endeavors are poised to bolster the adoption of lithium-ion batteries as a clean energy solution, subsequently amplifying the demand for battery materials.
  • Additionally, in recent years, France has emerged as a leader in pioneering advanced recycling technologies for lithium-ion batteries. Both companies and research institutions are innovating efficient techniques to extract valuable materials, including lithium, cobalt, and nickel, from spent batteries.
  • For instance, in July 2024, Hydrovolt, a prominent player, revealed its expansion into France with a new recycling facility in Hordain. Spanning approximately 3,000 square meters, this facility is set to commence operations in 2025 and will focus on recycling both EV and industrial batteries. Such strategic moves are not only accelerating the production of lithium-ion raw materials but also hint at a future surge in EV battery material production.
  • Given these advancements and initiatives, a significant uptick in the demand for EV battery materials is anticipated during the forecast period.

France Electric Vehicle Battery Materials Industry Overview

France's electric vehicle battery materials market is semi-fragmented. Some key players (not in particular order) are Sumitomo Chemical Co., Ltd., BASF SE, Arkema SA, Solvay SA, Umicore SA, 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 Lack of Raw Material Reserves
  • 4.6 Supply Chain Analysis
  • 4.7 PESTLE Analysis
  • 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

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 Arkema SA
    • 6.3.4 Solvay SA
    • 6.3.5 Umicore SA
    • 6.3.6 Eramet SA
    • 6.3.7 Imerys SA
    • 6.3.8 SAFT Groupe
    • 6.3.9 Toray Carbon Fibers Europe
  • 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