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市场调查报告书
商品编码
1636490
美国电动汽车电池电解：市场占有率分析、产业趋势与成长预测（2025-2030）United States Electric Vehicle Battery Electrolyte - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030) |
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简介目录
预计2025年美国电动车电池电解市场规模为1.9亿美元，2030年将达4.8亿美元，预测期间（2025-2030年）复合年增长率为20.19%。
主要亮点
- 从长远来看，美国电动车（包括纯电动车、插电式混合动力车和混合动力车）的使用量正在增加，政府促进电动车使用的措施预计将推动市场成长。
- 另一方面，中国等一些国家的垄断造成的电池材料供应链差异预计将抑制未来市场的成长。
- 电解质材料和高效电解质的研究和进步的增加可能会提供市场成长的机会。
美国电动车电池电解液市场趋势
锂离子电池可望主导市场
- 锂离子电池对于为电动车 (EV)动力来源、延长其使用寿命并最大限度地减少电池更换频率至关重要。与其他电池类型不同，锂离子电池不含铅或镉等有害物质，使其成为环保、清洁和安全的选择。此外，其高功率对于需要快速加速和高速行驶的电动车来说至关重要。
- 根据永续能源商业委员会（BCSE）的数据，截至2023年，美国将拥有114GWh的锂离子电池製造能力。随着电动车销量的增加，预计未来几年汽车产业对锂离子电池的需求将大幅成长。例如，国际能源总署报告称，从 2021 年到 2023 年，美国和加拿大的电动车销量将成长 54% 以上。锂离子电池使用量的增加将推动对渗透电解质溶液的需求，这对于在正极和负极之间传输正锂离子至关重要。
- 2023年，美国主要化学品製造商亨斯曼公司宣布计划在德克萨斯州增加电解质溶剂碳酸伸乙酯的产量。此外，我们将与新宙邦联合在美国设立工厂，进一步壮大该国电动车电池电解市场。
- 此外，2023年3月，白宫公布了《国家锂电池蓝图》，并制定了2021年至2030年该产业的发展方向。该蓝图强调强化原料采购和国内锂加工，并强调电动车繁荣将导緻美国锂离子电池需求激增。
- 随着电动车越来越多地采用锂离子电池以及价格不断下降，该领域有望在未来几年实现强劲成长。
电动车的普及预计将推动市场
- 在消费者兴趣增加和政府支持措施的推动下，美国电动车（EV）电池电解液市场正在迅速扩大。
- 技术进步，尤其是高镍和电解的技术进步，正在提高电池性能和成本效益。同时，美国旨在加强锂、镍和钴等关键材料的国内供应链，以减少对进口的依赖并确保稳定。
- 2024 年 1 月，麻省理工学院 (MIT) 的研究人员推出了突破性的电池材料，可以改变电动车的供电方式。该锂离子电池采用创新的有机材料阴极和电解质溶液，标誌着传统使用钴和镍的转变。这些进步将扩大国内对电池电解质材料的需求。
- 随着电动车普及率的飙升，美国正在优先考虑加强其电池製造供应链。这一势头预计将刺激国内电动车电池组件（包括电解液）的生产。
- 2023年6月，中国领先的研发公司新宙邦宣布计画斥资1.2亿美元在俄亥俄州南部建造一座电解液工厂。同时，Dongwha Electrolyte 正在田纳西州开设一座耗资 7,000 万美元的工厂，目标是每年生产超过 7 万吨电解。此外，Soul Brain 正在印第安纳州建立一家耗资 7,500 万美元的电解工厂，该工厂位置优越，可容纳附近的电池工厂。
- 未来，随着电动车普及率的不断提高，美国预计将重点研发旨在提高能量密度、降低成本、延长电动车续航里程的电池技术，从而重振电池正极市场。
- 国际能源总署(IEA)的资料显示，美国电动车销量将大幅成长，从2022年的99万辆跃升至2023年的139万辆。
- 预计到2030年，美国将有2,600万辆电动车投入使用，预计将需要1,290万个充电端口，为电动车电池正极市场的快速成长铺平道路。
- 由于电动车的加速采用和技术进步，预计美国将在预测期内引领市场。
美国电动汽车电池电解液产业概况
美国电动车电池电解液市场呈现半分裂状态。市场的主要企业包括（排名不分先后）Advanced Electrolyte Technologies LLC、三菱化学控股、深圳新宙邦科技、Nohms Technologies Inc.和Ohara Corporation。
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
第二章调查方法
第三章执行摘要
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（包括 BEV、PHEV 和 HEV）的使用增加
- 政府促进电动车使用的有利措施
- 抑制因素
- 电池材料供应链差异
- 促进因素
- 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
- 电解质类型
- 液体电解质
- 凝胶电解质
- 固体电解质
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
- Advanced Electrolyte Technologies LLC
- Mitsubishi Chemical Holdings
- Shenzhen Capchem Technology Co., Ltd
- Nohms Technologies Inc
- Ohara Corporation
- BASF SE
- LG Chem Ltd
- Targray Industries Inc.
- 市场排名/份额（%）分析
- 其他知名公司名单
第七章 市场机会及未来趋势
- 电解质材料的持续研究与进展
简介目录
Product Code: 50003759
The United States Electric Vehicle Battery Electrolyte Market size is estimated at USD 0.19 billion in 2025, and is expected to reach USD 0.48 billion by 2030, at a CAGR of 20.19% during the forecast period (2025-2030).
Key Highlights
- Over the long term, the increasing usage of electric vehicles, including BEVs, PHEVs, and HEVs, and favorable government policies to promote the usage of electric vehicles in the United States are expected to drive the market's growth.
- On the other hand, the supply chain gap in battery materials created by the monopoly of some countries like China is expected to restrain market growth in the future.
- Nevertheless, the ongoing research and advancement in electrolyte material and efficient electrolytes may offer opportunities for market growth.
United States Electric Vehicle Battery Electrolyte Market Trends
Lithium-ion Battery is Expected to Dominate the Market
- Lithium-ion batteries, pivotal for powering electric vehicles (EVs), extend the lifespan of these vehicles, thereby minimizing the frequency of battery replacements. Unlike some other battery types, lithium-ion batteries are deemed environmentally friendly, as they lack toxic materials such as lead or cadmium, making them a cleaner and safer option. Furthermore, their high power output is essential for EVs, which demand swift acceleration and elevated speeds.
- As of 2023, the United States boasts a lithium-ion battery manufacturing capacity of 114 GWh, according to the Business Council for Sustainable Energy (BCSE). With rising electric vehicle sales, the automotive sector's demand for lithium-ion batteries is poised for significant growth in the coming years. For example, the International Energy Agency reports that electric vehicle sales in the United States and Canada surged over 54% from 2021 to 2023. This uptick in lithium-ion battery usage will subsequently boost the demand for penetration electrolyte solutions, vital for transporting positive lithium ions between the cathode and anode.
- In 2023, Huntsman Corporation, a leading American chemical manufacturer, unveiled plans to boost production of the electrolyte solvent ethylene carbonate in Texas. Additionally, in collaboration with Capchem, they are establishing a plant in the United States, further bolstering the country's electric vehicle battery electrolyte solution market.
- Moreover, in March 2023, the White House unveiled the "National Blueprint for Lithium Batteries," charting the industry's course from 2021 to 2030. The blueprint emphasizes enhancing raw material sourcing and bolstering domestic lithium processing, underscoring the anticipated surge in lithium-ion battery demand in the United States driven by the electric vehicle boom.
- Given the rising adoption of lithium-ion batteries in electric vehicles and their declining prices, the segment is set for substantial growth in the coming years.
Increasing Adoption of Electric Vehicles is expected to Drive the Market
- Driven by rising consumer interest and supportive government policies, the United States is witnessing a rapid expansion in its electric vehicle (EV) battery electrolyte market.
- Technological advancements, particularly in high-nickel and electrolyte solutions, are boosting battery performance and cost-effectiveness. Concurrently, the U.S. is bolstering its domestic supply chain for critical materials such as lithium, nickel, and cobalt, aiming to reduce import reliance and ensure stability.
- In January 2024, MIT researchers unveiled a groundbreaking battery material set to transform electric vehicle power sources. This lithium-ion battery, featuring an innovative organic material-based cathode and electrolyte solution, marks a shift from the traditional cobalt or nickel usage. Such advancements are poised to amplify the nation's demand for battery electrolyte materials.
- As electric vehicle adoption surges, the United States is prioritizing the fortification of its battery manufacturing supply chain. This momentum is likely to spur domestic production of electric vehicle battery components, including electrolytes.
- In June 2023, Capchem, a China-based R&D-centric company, unveiled plans for a USD 120 million electrolyte plant in southern Ohio. Simultaneously, Dongwha Electrolyte commenced a USD 70 million facility in Tennessee, targeting an annual production of over 70,000 metric tons of electrolytes. Additionally, Soulbrain is establishing a USD 75 million electrolyte plant in Indiana, strategically located to cater to a nearby battery factory.
- Looking ahead, as EV adoption continues its upward trajectory, the United States's R&D focus on battery technology-aimed at boosting energy density, cutting costs, and extending EV range-will likely invigorate the battery cathode market.
- Data from the International Energy Agency highlights a significant jump in United States EV car sales, soaring to 1.39 million units in 2023 from 0.99 million in 2022.
- With projections of 26 million electric vehicles by 2030, the United States anticipates a need for 12.9 million charging ports, paving the way for a burgeoning electric vehicle battery cathode market.
- Given the accelerating adoption of EVs and technological strides, the United States is poised to lead the market during the forecast period.
United States Electric Vehicle Battery Electrolyte Industry Overview
The United States Electric Vehicle Battery Electrolyte Market is semi-fragmented. Some of the major companies operating in the market (in no particular order) include Advanced Electrolyte Technologies LLC, Mitsubishi Chemical Holdings, Shenzhen Capchem Technology Co., Ltd, Nohms Technologies Inc., and Ohara Corporation.
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 RESEARCH METHODOLOGY
3 EXECUTIVE SUMMARY
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 The Increasing Usage of Electric Vehicles, including BEVs, PHEVs, and HEVs
- 4.5.1.2 Favorable government policies to promote the usage of electric vehicles
- 4.5.2 Restraints
- 4.5.2.1 The Supply chain gap in battery materials
- 4.5.1 Drivers
- 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 Batteries
- 5.1.2 Lead-Acid Batteries
- 5.1.3 Other type of Batteries
- 5.2 Electrolyte Type
- 5.2.1 Liquid Electrolyte
- 5.2.2 Gel Electrolyte
- 5.2.3 Solid Electrolyte
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 Advanced Electrolyte Technologies LLC
- 6.3.2 Mitsubishi Chemical Holdings
- 6.3.3 Shenzhen Capchem Technology Co., Ltd
- 6.3.4 Nohms Technologies Inc
- 6.3.5 Ohara Corporation
- 6.3.6 BASF SE
- 6.3.7 LG Chem Ltd
- 6.3.8 Targray Industries Inc.
- 6.4 Market Ranking/Share (%) Analysis
- 6.5 List of Other Prominent Companies
7 MARKET OPPORTUNITIES AND FUTURE TRENDS
- 7.1 The Ongoing Research and Advancement in Electrolyte Material
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