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市场调查报告书
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1636449

南美洲电动车电池负极：市场占有率分析、产业趋势、成长预测（2025-2030）

South America Electric Vehicle Battery Anode - 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

南美洲电动车电池阳极市场规模预计到2025年为4000万美元，预计到2030年将达到8000万美元，预测期内（2025-2030年）复合年增长率为16.72%。

南美洲电动车电池负极-市场-IMG1

主要亮点

  • 电动车普及率的提高、政府的支持措施以及锂离子电池价格的下降将推动预测期内的市场成长。
  • 然而，该地区电池零件严重依赖进口，这给未来的市场扩张带来了挑战。
  • 然而，负极材料和高效电解质的持续研究和进展为市场成长提供了有希望的机会。
  • 由于汽车产业对阳极材料的需求不断增长，巴西可能会引领市场。

南美洲电动车电池负极市场趋势

锂离子电池预计将占较大份额

  • 由于锂资源丰富，南美洲锂离子电动车电池市场预计将成长。锂三角横跨阿根廷、玻利维亚和智利部分地区，蕴藏量全球一半以上的锂蕴藏量，使南美洲在全球电动车供应链中发挥至关重要的作用。
  • 这些巨大的蕴藏量，加上 2023 年锂离子电池组价格下降 14%（降至 139 美元/千瓦时），为国内电动车电池及其组件（如阳极）的製造提供了大量机会。
  • 鑑于这些发展，许多电池製造商正在投资探勘该地区的锂蕴藏量。探勘和生产的爆炸性增长将扩大电动车锂离子电池的需求，并增加其生产中对电池阳极的需求。
  • 例如，2024年7月，法国矿业集团Eramet和中国青山在阿根廷萨尔塔推出锂生产工厂，以满足电动车产业不断增长的需求。这项 8.7 亿美元的战略投资凸显了该地点的重要性。
  • 随着该地区因蕴藏量丰富而扩大对锂离子电池製造的投资，电动车用锂离子阳极市场也不断成长。为了支持这一前景，玻利维亚总统于 2024 年 3 月宣布，他打算在 2026 年开始出口电池，包括电动车电池。
  • 随着电动车越来越多地采用锂离子电池及其价格暴跌，锂离子电池负极市场将在未来几年大幅成长。

巴西预计将占很大份额

  • 巴西是南美洲最大的汽车市场，拥有强大的製造基地，拥有许多全球汽车製造商。随着行业转向电气化，这一趋势正在无缝地转移到关键部件的生产中，特别是电池和电池阳极。
  • 此外，巴西在电动车电池製造领域的地位不断上升，正在塑造电动车电池负极市场的发展轨迹。随着巴西吸引大量外国投资并建立全球伙伴关係关係以建立电池生产设施，对锂离子电池必需的优质阳极材料的需求正在增加。
  • 例如，2023年9月，中国比亚迪在巴西推出了第一家电池工厂。除了电动车（EV）外，比亚迪还计划在巴西生产电动公车并使用当地製造的电池。这些战略倡议预计将扩大巴西电动车电池负极市场的需求。
  • 此外，随着巴西电动车销量的激增，电池製造商正在加大对当地生产的投资，进一步推动了对电动车电池负极的需求。根据国际能源总署的报告，2023年巴西电动车销量将达到52,000辆，比2022年的18,500辆大幅成长。
  • 展望未来，在政府对电动车电池领域的支持下，电池负极市场可望成长。巴西政府最近的政策变化引发了汽车製造商的新一波投资浪潮。这些投资旨在实现设备现代化和加强研发，强调永续性以及电动和混合动力汽车的生产。巴西汽车工业协会强调了 2024 年（至 2032 年）投资 220 亿美元的里程碑承诺。
  • 鑑于电动车的快速普及和电池製造的快速成长，巴西可能在未来几年引领市场。

南美洲电动车电池负极产业概况

南美洲电动车电池负极市场半集中。市场主要企业包括（排名不分先后）Redwood Materials Inc.、三菱化学集团公司、CBMM、LG Chem Ltd 和 Targray Industries Inc.。

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
  • 2029年之前的市场规模与需求预测（单位：美元）
  • 最新趋势和发展
  • 政府法规和措施
  • 市场动态
    • 促进因素
      • 政府对电池製造的措施和投资
      • 电池原物料成本下降
    • 抑制因素
      • 电池零件依赖进口
  • 供应链分析
  • 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
    • 替代品的威胁
    • 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
    • 铅酸
    • 其他电池类型
  • 材料
    • 锂
    • 石墨
    • 硅
    • 其他的
  • 地区
    • 巴西
    • 阿根廷
    • 哥伦比亚
    • 南美洲其他地区

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
    • Redwood Materials Inc.
    • Anovion LLC
    • Mitsubishi Chemical Group Corporation
    • CBMM
    • NEI Corporation
    • Targray Industries Inc.
    • Nexeon Lid.
    • LG Chem Ltd
    • Tokai Carbon Co., Ltd.
    • Resonac Holdings Corporation
  • 市场排名分析
  • 其他知名公司名单

第七章 市场机会及未来趋势

  • 加大其他负极材料的研发力度
简介目录
Product Code: 50003716

The South America Electric Vehicle Battery Anode Market size is estimated at USD 0.04 million in 2025, and is expected to reach USD 0.08 million by 2030, at a CAGR of 16.72% during the forecast period (2025-2030).

South America Electric Vehicle Battery Anode - Market - IMG1

Key Highlights

  • In the forecast period, the market is poised for growth, driven by the rising adoption of electric vehicles, supportive government initiatives, and declining prices of lithium-ion batteries.
  • However, the region's heavy reliance on importing battery components poses a challenge to future market expansion.
  • Yet, ongoing research and advancements in anode materials and efficient electrolytes present promising opportunities for market growth.
  • Brazil is set to lead the market, fueled by the increasing demand for anode materials in the automotive sector.

South America Electric Vehicle Battery Anode Market Trends

Lithium-ion Battery is Expected to Have a Major Share

  • South America's lithium-ion EV battery market is poised for growth, thanks to the region's abundant lithium resources. The Lithium Triangle, spanning parts of Argentina, Bolivia, and Chile, harbors over half of the world's lithium reserves, cementing South America's pivotal role in the global EV supply chain.
  • With these vast reserves and a 14% drop in lithium-ion battery pack prices in 2023 (down to USD139/kWh), there's a burgeoning opportunity for domestic manufacturing of electric vehicle batteries and their components, such as anodes.
  • In light of these developments, many battery companies are channeling investments into exploring the region's lithium reserves. This surge in exploration and production is set to amplify the demand for lithium-ion batteries in electric vehicles, subsequently heightening the need for battery anodes in their production.
  • For example, in July 2024, French mining group Eramet and China's Tsingshan launched a lithium production plant in Salta, Argentina, addressing the electric car industry's rising demands. This strategic investment, amounting to USD 870 million, underscores the site's significance.
  • Looking ahead, as the region ramps up investments in lithium-ion battery manufacturing, buoyed by its rich reserves, the market for lithium-ion anodes in EVs is on an upward trajectory. Bolstering this outlook, Bolivia's President, in March 2024, unveiled ambitions to commence battery exports, including EV batteries, by 2026.
  • Given the rising adoption of lithium-ion batteries in electric vehicles and their plummeting prices, the lithium-ion battery anode segment is set for substantial growth in the coming years.

Brazil is Expected to have a Significant Share

  • Brazil stands as South America's largest automotive market, boasting a robust manufacturing base that hosts numerous global automakers. As the industry pivots towards electrification, this trend has seamlessly transitioned to the production of essential components, notably batteries and battery anodes.
  • Moreover, Brazil's rising stature in the EV battery manufacturing arena is shaping the trajectory of its EV battery anode market. With Brazil drawing substantial foreign investments and forging global partnerships to set up battery production facilities, there's a heightened demand for premium anode materials, vital for lithium-ion batteries.
  • For example, in September 2023, BYD, a Chinese firm, launched its first battery factory in Brazil. Beyond electric vehicles (EVs), BYD is set to produce electric buses in Brazil, leveraging batteries manufactured on-site. Such strategic moves are poised to amplify the demand for the country's EV battery anode market.
  • Furthermore, as electric vehicle sales surge in Brazil, battery manufacturers are increasingly investing in local production, further fueling the demand for EV battery anodes. The International Energy Agency reported that in 2023, Brazil's EV car sales reached 52,000 units, a significant jump from 18,500 units in 2022.
  • Looking ahead, bolstered by government backing in the EV battery sector, the battery anode market is poised for growth. Recent policy shifts by Brazil's government have ignited a wave of new investments from vehicle manufacturers. These investments, targeting facility modernization and enhanced R&D, emphasize sustainability and the production of electric and hybrid vehicles. The Brazilian Association of Vehicle Manufacturers highlighted a landmark commitment of USD 22 billion in 2024 investments, extending through 2032.
  • Given the surging adoption of EVs and the burgeoning battery manufacturing landscape, Brazil is set to lead the market in the coming years.

South America Electric Vehicle Battery Anode Industry Overview

The South America electric vehicle battery anode market is semi-concentrated. Some of the major players in the market (in no particular order) include Redwood Materials Inc., Mitsubishi Chemical Group Corporation, CBMM, LG Chem Ltd, and Targray Industries Inc., 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, 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 Government Policies and Investments towards battery manufacturing
      • 4.5.1.2 Decline in cost of battery raw materials
    • 4.5.2 Restraints
      • 4.5.2.1 Dependence on Battery Imported Components
  • 4.6 Supply Chain Analysis
  • 4.7 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
    • 5.1.2 Lead-Acid
    • 5.1.3 Other Battery Types
  • 5.2 Material
    • 5.2.1 Lithium
    • 5.2.2 Graphite
    • 5.2.3 Silicon
    • 5.2.4 Others
  • 5.3 Geography
    • 5.3.1 Brazil
    • 5.3.2 Argentina
    • 5.3.3 Colombia
    • 5.3.4 Rest of South America

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 Redwood Materials Inc.
    • 6.3.2 Anovion LLC
    • 6.3.3 Mitsubishi Chemical Group Corporation
    • 6.3.4 CBMM
    • 6.3.5 NEI Corporation
    • 6.3.6 Targray Industries Inc.
    • 6.3.7 Nexeon Lid.
    • 6.3.8 LG Chem Ltd
    • 6.3.9 Tokai Carbon Co., Ltd.
    • 6.3.10 Resonac Holdings Corporation.
  • 6.4 Market Ranking Analysis
  • 6.5 List of Other Prominent Companies

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 The Increasing Research and Development of Other Anode Materials