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市场调查报告书
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1636475

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

South America Electric Vehicle Battery Electrolyte - 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

南美洲电动车电池电解市场规模预计到2025年为2000万美元，预计到2030年将达到3000万美元，预测期内（2025-2030年）复合年增长率为7.59%。

南美洲电动车电池电解液-市场-IMG1

主要亮点

  • 从中期来看，电动车在整个全部区域的渗透率不断提高以及电池技术的进步预计将在预测期内推动电动车电池电解市场的需求。
  • 另一方面，固体电解质的技术挑战可能会严重抑制电动车电池电解质市场的成长。
  • 提高电池性能、安全性和寿命的电解配方创新将在不久的将来为电动汽车电池电解市场创造巨大的成长机会，特别是高性能或远距电动车。
  • 由于电动车渗透率不断上升，预计巴西将在预测期内成为南美洲电动车电池电解市场成长最快的国家。

南美洲电动汽车电池电解市场趋势

锂离子电池类型大幅成长

  • 随着电动车（EV）在南美洲的普及，电动车电池电解市场，特别是锂离子电池电解市场正在快速成长。这种快速成长主要归功于消费者需求的增加和旨在排放温室气体排放的严格政府法规。
  • 由于具有高能量密度、更长的循环寿命和最小的自放电率，锂离子电池在电动车市场中发挥着举足轻重的作用。最近，锂离子电池的成本对电动车的定价产生了显着影响。考虑到其重要性，电解质在决定该地区这些电池的总体成本方面发挥关键作用。
  • 例如，根据彭博社NEF报道，2023年电池价格将与前一年同期比较%至139美元/kWh。随着技术创新和製造流程的不断改进，电池组价格预计将进一步下降，2025年达到113美元/kWh，2030年达到80美元/kWh。随着製造效率提高、原料批量采购和供应链优化，锂离子电池产量规模扩大，预计电池电解的单位成本也将在预测期内下降。
  • 南美洲传统上被认为是锂原料的上游来源地，但人们对建立与电池生产相关的当地产业（包括电解）的兴趣越来越大。这一趋势预示着本地生产设施的潜在出现，不仅将抑制进口依赖，还将加强区域供应链。
  • 2023 年 4 月，全球领先的电动车製造商之一比亚迪宣布计划斥资 2.9 亿美元在智利北部安託法加斯塔地区建设一座锂工厂，这是一项引人注目的倡议。这些努力预计将促进该地区的锂产量，从而导致对锂离子电池电解的需求增加。
  • 此外，南美洲拥有世界上最大的锂蕴藏量之一，估计占世界锂资源的54%。这种丰富的锂对于生产为该地区电动车提供动力的锂离子电池至关重要。作为一项战略倡议，阿根廷政府于 2023 年 6 月承诺投资 17 亿美元用于锂生产，凸显其成为全球供应商的雄心。这样的承诺将满足快速成长的锂需求，进而增加对电池电解的需求。
  • 总而言之，这些发展显示南美洲锂离子电池生产和电动车电解需求都呈现强劲成长轨迹。

巴西正在经历显着的成长

  • 巴西正在巩固其作为南美洲电动车电解市场主要企业的地位。凭藉强大的工业基础、该地区电动车采用率的快速增长以及战略倡议，巴西正在成为电动车电池组件（尤其是电解）开发和利用的关键中心。
  • 近年来，由于消费者需求不断增长、环保意识增强以及政府支持的税额扣抵和退税等奖励，巴西电动车销量大幅成长。随着电动车越来越普及，对锂离子电池和高级电池电解的需求也增加。
  • 根据国际能源总署（IEA）预测，2023年巴西电动车销量将达到15.2万辆，比2022年成长惊人的1.81倍，比2019年成长25.8倍。随着政府推出支持措施，销售额预计将进一步增加。
  • 巴西成熟的汽车产业为蓬勃发展的电动车供应链奠定了坚实的基础。许多巴西公司正在大力投资电动车生产，展现出对永续交通的高度重视。
  • 2024年1月，通用汽车（GM）宣布将在未来五年内投资14亿美元加强巴西的电动车生产。预计此举将在不久的将来扩大电动车电池电解的需求。
  • 同时，巴西政府正在积极推动电动车的引进和必要的基础设施发展。巴西政府与国家和国际领导人合作，目标是在未来几年扩大电动车产量。
  • 2024 年 5 月，由 Raizen、租赁汽车巨头 Movida 和中国汽车製造商比亚迪组成的财团将电动车目标提高到 20,000 辆。该伙伴关係关係旨在发展巴西的城市交通，最初的目标是到 2025年终将 10,000 辆电动车整合到 99 个应用程式中。这些努力有望增加对电动车电池以及电池电解的需求。
  • 鑑于这些发展，很明显，巴西的倡议和计划将在可预见的未来加强电动车生产并增加对电动车电池电解的需求。

南美洲电动汽车电池电解液产业概况

南美洲电动车电池电解市场正走向半固体。主要参与企业（排名不分先后）包括3M公司、BASF、LG化学有限公司、三菱化学集团公司、松下控股公司。

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
  • 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
      • 电动车的扩张
      • 电池技术的进步
    • 抑制因素
      • 固体电解质的技术问题
  • 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
  • 电解质类型
    • 液体电解质
    • 凝胶电解质
    • 固体电解质
  • 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
    • 3M Company
    • BASF Corporation
    • LG Chem Ltd
    • Mitsubishi Chemical Group
    • Panasonic Holdings Corporation
    • Solvay SA
    • Asahi Kasei Inc.
    • Albemarle Corporation
    • Ganfeng Lithium
    • Samsung SDI
    • Soulbrain Co.Ltd.
  • 其他知名公司名单
  • 市场排名分析

第七章 市场机会及未来趋势

  • 电解液配方的创新
简介目录
Product Code: 50003742

The South America Electric Vehicle Battery Electrolyte Market size is estimated at USD 0.02 million in 2025, and is expected to reach USD 0.03 million by 2030, at a CAGR of 7.59% during the forecast period (2025-2030).

South America Electric Vehicle Battery Electrolyte - Market - IMG1

Key Highlights

  • Over the medium term, the growing adoption of electric vehicles and advancements in battery technology across the region are expected to drive the demand for the electric vehicle battery electrolyte market during the forecast period.
  • On the other hand, the technological challenges in Solid-State electrolytes can significantly restrain the growth of the electric vehicle battery electrolyte market.
  • Nevertheless, the innovation in electrolyte formulations that improve battery performance, safety, and lifespan, particularly for high-performance or long-range EVs creates significant growth opportunities in the electric vehicle battery electrolyte market in the near future.
  • Brazil is anticipated to be the fastest-growing country in the South American electric vehicle battery electrolyte market during the forecast period due to rising EV adoption.

South America Electric Vehicle Battery Electrolyte Market Trends

Lithium-Ion Batteries Type to Witness Significant Growth

  • As electric vehicles (EVs) gain traction in South America, the market for EV battery electrolytes, particularly those used in lithium-ion batteries, is experiencing rapid growth. This surge is largely fueled by increasing consumer demand and stringent government regulations aimed at curbing greenhouse gas emissions.
  • Due to their high energy density, extended cycle life, and minimal self-discharge rate, lithium-ion batteries play a pivotal role in the EV market. Recently, the cost of lithium-ion batteries has had a pronounced impact on EV pricing. Given their significance, electrolytes play a crucial role in determining the overall costs of these batteries in the region.
  • For instance, a Bloomberg NEF report highlighted that in 2023, battery prices fell to USD 139/kWh, marking a 13% drop from the previous year. With ongoing technological innovations and manufacturing improvements, projections suggest battery pack prices will further decline, hitting USD 113/kWh in 2025 and USD 80/kWh by 2030. As lithium-ion battery production ramps up-thanks to enhanced manufacturing efficiencies, bulk raw material procurement, and optimized supply chains-the cost per unit of battery electrolytes is also expected to decrease during the forecast period.
  • South America, traditionally recognized for its upstream supply of raw lithium, is witnessing a burgeoning interest in establishing local industries tied to battery production, including electrolytes. This trend hints at the potential emergence of localized production facilities, which would not only curtail import dependencies but also bolster regional supply chains.
  • In a notable move, in April 2023, BYD Co Ltd, the world's leading electric vehicle manufacturer, unveiled plans for a USD 290 million lithium factory in Chile's northern Antofagasta region. Such initiatives are poised to boost lithium production in the region and subsequently elevate the demand for electrolytes in lithium-ion batteries.
  • Moreover, South America boasts some of the globe's largest lithium reserves, accounting for an estimated 54% of the world's lithium resources. This lithium abundance is vital for producing lithium-ion batteries that power the region's electric vehicles. In a strategic move, Argentina's government, in June 2023, pledged a hefty USD 1.7 billion investment in lithium production, underscoring its ambition to be a dominant global supplier. Such commitments are set to meet the surging lithium demand and, in turn, amplify the need for battery electrolytes.
  • In summary, these developments signal a robust growth trajectory for both lithium-ion battery production and the demand for EV battery electrolytes in South America.

Brazil to Witness Significant Growth

  • Brazil is solidifying its position as a key player in the South American EV battery electrolyte market. With a robust industrial foundation, a surge in regional EV adoption, and strategic initiatives, Brazil is emerging as a pivotal hub for the development and utilization of EV battery components, notably electrolytes.
  • In recent years, Brazil has seen a notable uptick in EV sales, driven by heightened consumer demand, growing environmental consciousness, and government-backed incentives like tax credits and rebates. As EV adoption rises, so does the demand for lithium-ion batteries and premium battery electrolytes.
  • According to the International Energy Agency, electric vehicle sales in Brazil reached 152,000 units in 2023, marking a 1.81-fold increase from 2022 and a staggering 25.8-fold jump from 2019. With the government rolling out supportive policies, sales are projected to climb further.
  • Brazil's established automotive sector has laid a robust groundwork for the burgeoning EV supply chain. Numerous Brazilian companies are heavily investing in EV production, signaling a pronounced pivot towards sustainable transportation.
  • In January 2024, General Motors Co. announced a USD 1.4 billion investment in Brazil over the next five years, aiming to bolster the country's EV production. This move is set to amplify the demand for EV battery electrolytes in the near future.
  • In tandem, the Brazilian government is actively championing electric vehicle adoption and the requisite infrastructure development. Collaborating with both local and global leaders, the government aims to elevate EV production in the coming years.
  • In May 2024, a consortium comprising Raizen, car rental giant Movida, and Chinese automaker BYD, upped its electric vehicle target to 20,000. This partnership, dedicated to advancing urban transportation in Brazil, originally set a goal of integrating 10,000 electric cars with the 99 app by the end of 2025. Such endeavors are poised to boost the demand for EV batteries and, by extension, battery electrolytes.
  • Given these developments, it's evident that Brazil's initiatives and projects are set to bolster EV production and elevate the demand for EV battery electrolytes in the foreseeable future.

South America Electric Vehicle Battery Electrolyte Industry Overview

The South American electric vehicle battery electrolyte market is semi-consolidated. Some of the key players (not in particular order) are 3M Company, BASF Corporation, LG Chem Ltd, Mitsubishi Chemical Group, Panasonic Holdings Corporation, 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 Growing Adoption of Electric Vehicles
      • 4.5.1.2 Advancements in Battery Technology
    • 4.5.2 Restraints
      • 4.5.2.1 Technological Challenges in Solid-State Electrolytes
  • 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 Batteries
    • 5.1.2 Lead-Acid Batteries
    • 5.1.3 Others
  • 5.2 Electrolyte Type
    • 5.2.1 Liquid Electrolyte
    • 5.2.2 Gel Electrolyte
    • 5.2.3 Solid Electrolyte
  • 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 3M Company
    • 6.3.2 BASF Corporation
    • 6.3.3 LG Chem Ltd
    • 6.3.4 Mitsubishi Chemical Group
    • 6.3.5 Panasonic Holdings Corporation
    • 6.3.6 Solvay SA
    • 6.3.7 Asahi Kasei Inc.
    • 6.3.8 Albemarle Corporation
    • 6.3.9 Ganfeng Lithium
    • 6.3.10 Samsung SDI
    • 6.3.11 Soulbrain Co.Ltd.
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Innovation in Electrolyte Formulations