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市场调查报告书
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1852161

钼：市场占有率分析、产业趋势、统计数据和成长预测（2025-2030 年）

Molybdenum - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

预计到 2025 年钼市场规模为 3.17 亿吨，到 2030 年将达到 3.8922 亿吨，预测期（2025-2030 年）复合年增长率为 4.19%。

钼市场-IMG1

钢铁製造仍然是主要销售领域，因为高强度低合金钢（HSLA）在建筑、汽车和能源基础设施领域的需求日益增长。随着无污染燃料、排放控制和二氧化碳转化催化剂需求的增加，化学应用领域也随之扩展。 2025年2月，中国宣布对包括钼在内的关键矿产实施出口限制，加剧了地缘政治风险。供应紧张的风险促使钢铁製造商、油气营运商、可再生能源原始设备製造商和电动车电力电子供应商重新评估筹资策略，扩大回收利用，并投资研发抗替代合金。

全球钼市场趋势与洞察

高强度低合金钢需求快速成长

基础设施的快速发展以及对更轻、更强车辆的需求，使得高强度低合金钢（HSLA）成为钼市场的关键成长驱动力。添加0.5%至1%的钼可使屈服强度提高高达20%，增强低温韧性，并降低硫化物应力腐蚀的敏感度。这些优异的机械性质使得桥樑、隧道和高层建筑的壁厚可以更薄，使用寿命更长。同时，汽车製造商正在使用HSLA白车身零件来减轻车身重量，提高燃油经济性和电动车的续航里程。关于(Ti,Mo)C析出物的新研究证实，它们在缺氧环境中具有更高的抗裂性，这一特性深受管道运营商的青睐。随着各国政府将经济奖励策略转向交通运输和可再生能源网路建设，HSLA钢种在钢铁生产中占据主导地位，从而扩大了对钼的基准需求。

越来越多的可再生能源设施需要钼基合金

含钼马氏体钢和高温合金广泛应用于大型风力发电厂和水力发电厂，以承受盐雾、循环负荷和空化作用。离岸风力涡轮机塔筒和机舱内部结构必须在其25年的使用寿命週期内承受潮湿和氯化物腐蚀，而钼合金板材和铸件则能提供必要的保护。 Mohrbacher公司2024年的研究表明，经热机械加工的含钼钢即使在长期暴露于海水中后，仍能保持高强度和断裂韧性。在电力转换器中，钼散热器与硅的热膨胀係数相匹配，并可作为风电场逆变器中使用的绝缘栅双极型电晶体（IGBT）模组的可靠基材。政府的清洁能源目标和离岸风力发电创纪录的拍卖规模正在推动对这种能源结构性需求的成长。

钼高成本

价格波动扰乱了预算週期，促使企业转向使用钨和铌等替代材料，并迫使小型买家支付风险溢价。与中国管控相关的供应限制加剧了这种影响，使得小型钢铁厂、铸造厂和催化剂生产商的原料成本难以预测。

细分市场分析

钢铁业占据钼市场的大部分份额，预计2024年全球钼出货量将占71.02%。高温石油、液化天然气和化学工厂需要含2-4%钼的铁素体和奥氏体不銹钢来抵抗氯化物裂解。酸性气体管路规范通常要求含钼量不超过1%，这样可以采用较薄的管壁，进而降低焊接成本。

儘管目前规模较小，但化学产业将成为成长最快的细分市场，到2030年复合年增长率将达到4.69%。 Co-Mo/Al₂O₃基加氢脱硫（HDS）催化剂用于去除柴油和喷射机燃料中的硫，以满足超低硫排放标准；而MoO₃则用于催化二氧化碳和可再生原料转化为合成燃料。这一成长动能将有助于化工市场在预测期后半段从钢铁业手中夺取市场份额，从而进一步深化市场规模。

钼市场报告最终产品（钢铁、化学、铸造等）、产品形态（钼精矿、焙烧钼、钼铁等）、最终用途行业（石油天然气、化工及石化、汽车、工业、建筑等）和地区（亚太、北美、欧洲、世界其他地区）进行细分。市场预测以吨为单位。

区域分析

到2024年，亚太地区将占全球整体钼产量的54.02%，这主要得益于中国、日本、韩国和印度钢铁生产、汽车组装和先进电子製造业的扩张。该地区4.81%的复合年增长率将受到「一带一路」基础设施、能源管道和造船业的推动。北京于2025年2月启动的钼出口许可证制度将引发下游买家对配额的担忧，并加速库存积压。

北美正在开采美国的地下资源，预计2024年开采量将达3.3万吨。一项2025年3月的总统令要求加快采矿许可审批速度，有望提高北美的自给自足能力。儘管供不应求，但欧洲的需求仍然强劲，这主要得益于德国和义大利的不銹钢和电动车零件工厂。

欧盟委员会已规定，到2030年，新车用钢的25%必须来自废钢，并正在推动从汽车切碎机中回收钼。中东炼油厂进口钼用于水处理催化剂，而非洲的斑岩铜矿计划则以现货货物的形式向欧洲和亚洲供应特定用途的钼。

其他福利：

  • Excel格式的市场预测（ME）表
  • 3个月的分析师支持

目录

第一章 引言

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

  • 市场概览
  • 市场驱动因素
    • 高强度低合金钢（HSLA钢）需求快速成长
    • 越来越多的可再生能源设施需要钼基合金
    • 深水油气钻探活动的增加促进了耐腐蚀钼合金的发展
    • 电动车电力电子中高温钼元件的应用
    • 钼的使用量不断增加
  • 市场限制
    • 钼高成本
    • 政府对采矿业的监管
    • 特种钢中钨和铌的替代品。
    • 回收基础设施不发达限制了二次供应。
  • 价值链分析
  • 波特五力模型
    • 供应商的议价能力
    • 买方的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争程度
  • 贸易分析
  • 价格趋势

第五章 市场规模与成长预测

  • 最终产品
    • 钢
    • 化学品
    • 晶圆代工厂
    • 钼市场金属
    • 镍合金
  • 按产品形式
    • 钼浓缩物
    • 焙烧钼
    • 钼铁
    • 钼金属粉末
    • 钼化学
  • 按最终用户行业划分
    • 石油和天然气
    • 化工/石油化工
    • 车
    • 产业
    • 建筑/施工
    • 航太/国防
    • 其他产业（能源产出与储存、电子产品、半导体等）
  • 按地区（生产分析）
    • 中国
    • 美国
    • 智利
    • 秘鲁
    • 墨西哥
    • 亚美尼亚
    • 其他生产国
  • 按地区划分（消费分析）
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 亚太其他地区
    • 北美洲
      • 美国
      • 加拿大
      • 墨西哥
    • 欧洲
      • 德国
      • 英国
      • 义大利
      • 法国
      • 俄罗斯
      • 其他欧洲地区
    • 世界其他地区
      • 南美洲
      • 中东和非洲

第六章 竞争情势

  • 市场集中度
  • 策略趋势
  • 市占率（%）分析
  • 公司简介
    • Air Liquide
    • Anglo American plc
    • Antamina
    • Antofagasta plc
    • Centerra Gold Inc.
    • China Molybdenum Co. Ltd.
    • Codelco
    • Freeport-McMoRan
    • GRUPO MEXICO
    • HONGDA GROUP
    • Jiangxi Copper Corporation
    • JINDUICHENG MOLYBDENUM CO.,LTD.
    • KAZ Minerals
    • KGHM
    • Moltun International
    • MOLYMET SA
    • Multi Metal Development Limited
    • Rio Tinto

第七章 市场机会与未来展望

简介目录
Product Code: 54707

The Molybdenum Market size is estimated at 317 million tons in 2025, and is expected to reach 389.22 million tons by 2030, at a CAGR of 4.19% during the forecast period (2025-2030).

Molybdenum - Market - IMG1

Steelmaking remained the primary outlet, as high-strength, low-alloy (HSLA) grades spread through construction, automotive, and energy infrastructure. Chemical uses advanced on the back of rising catalyst demand for clean fuels, emissions control, and CO2 conversion. Geopolitical exposure intensified after China's February 2025 export-control notice on critical minerals, including molybdenum, a policy shift that threatens to alter trade routes and price formation worldwide. Tight supply risk is prompting steelmakers, oil-and-gas operators, renewable-energy OEMs, and EV power-electronics suppliers to re-evaluate sourcing strategies, expand recycling, and invest in substitute-proof alloy designs.

Global Molybdenum Market Trends and Insights

Surge in High-Strength Low-Alloy Steel Demand

Rapid infrastructure rollouts and the push for lighter yet stronger vehicles have made HSLA steel a central growth lever for the molybdenum market. Adding 0.5-1% Mo boosts yield strength by up to 20%, enhances low-temperature toughness, and reduces susceptibility to sulfide stress corrosion. These mechanical gains allow thinner gauges and longer service life in bridges, tunnels, and high-rise superstructures. Automakers, meanwhile, use HSLA body-in-white parts to shave vehicle mass and raise fuel economy or EV range. New research on (Ti, Mo)C precipitation confirms improved resistance to cracking in sour environments, a property valued by pipeline operators. As governments channel stimulus into transport and renewable grids, HSLA grades are capturing a growing slice of steel output, magnifying baseline demand for molybdenum.

Increasing Renewable-Energy Installations Requiring Mo-Based Alloys

Utility-scale wind and hydropower assets use Mo-containing martensitic steels and superalloys to survive salt spray, cyclic loading, and cavitation. Offshore turbine towers and nacelle internals must tolerate humidity and chloride attack over 25-year lifecycles, a job handled by Mo-alloyed plate and castings. Mohrbacher's 2024 study showed that thermomechanically processed Mo-bearing steels sustain high strength and fracture toughness even after prolonged exposure to seawater. In power converters, molybdenum heatspreaders match silicon's thermal expansion, serving as reliable bases for insulated-gate bipolar transistor (IGBT) modules used in wind farm inverters. Government clean-energy targets and record auction volumes for offshore wind impose a structural uplift on this driver.

High Cost of Molybdenum

Price volatility disturbs budget cycles, prompts substitution with tungsten or niobium where feasible, and forces smaller buyers to pay risk premiums. Supply tightness linked to Chinese controls compounds the effect, keeping feedstock invoices unpredictable for steel minimills, foundries, and catalyst producers.

Other drivers and restraints analyzed in the detailed report include:

  1. Intensifying Deep-Water Oil and Gas Drilling Boosting Corrosion-Resistant Mo Alloys
  2. Adoption of High-Temperature Mo Components for Electric-Vehicle Power Electronics
  3. Government Regulations Concerning Mining

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Steel retained the lion's share of the molybdenum market, accounting for 71.02% of global offtake in 2024. High-temperature petroleum, LNG, and chemical plants demand ferritic and austenitic stainless varieties enriched with 2-4% Mo to resist chloride cracking. Linepipe specifications for sour gas routinely call for up to 1% Mo, allowing thinner walls and lower welding costs.

Chemicals, although smaller at present, represent the fastest-growing outlet at a 4.69% CAGR through 2030. Hydrodesulfurization (HDS) catalysts based on Co-Mo/Al2O3 remove sulfur from diesel and jet fuel to meet ultra-low sulfur directives, while MoO3 screws into catalysts that convert CO2 and renewable feedstock into synthetic fuels. This momentum positions chemicals to chip away share from steel in the latter half of the forecast window, lending depth to the molybdenum market.

The Molybdenum Market Report is Segmented by End Product (Steel, Chemical, Foundry, and More), Product Form (Molybdenum Concentrates, Roasted Molybdenum, Ferromolybdenum, and More), End-Use Industry (Oil & Gas, Chemical & Petrochemical, Automotive, Industrial, Building & Construction, and More), and Geography (Asia-Pacific, North America, Europe, Rest of the World). The Market Forecasts are Provided in Terms of Volume (Tons).

Geography Analysis

Asia-Pacific held 54.02% of global throughput in 2024 as China, Japan, South Korea, and India escalated steel output, vehicle assembly, and advanced-electronics fabrication. The region's 4.81% CAGR stems from Belt-and-Road infrastructure, energy pipelines, and shipbuilding. Beijing's February 2025 export-license regime for molybdenum puts downstream buyers on allocation watch and accelerates inventory build-ups.

North America is leveraging resource endowment in the United States, which mined 33,000 tons in 2024. A March 2025 executive order now seeks to fast-track mining permits, potentially lifting North American self-reliance. Europe, though supply-short, retains robust demand driven by German and Italian stainless mills and EV-component plants.

The European Commission's recycled-steel quotas propose that 25% of steel in new cars originate from scrap by 2030, stimulating molybdenum recovery from automotive shredders. Middle-East refiners import Mo for hydro-treating catalysts, while African copper porphyry projects contribute by-product molybdenum that feeds spot cargoes into Europe and Asia.

  1. Air Liquide
  2. Anglo American plc
  3. Antamina
  4. Antofagasta plc
  5. Centerra Gold Inc.
  6. China Molybdenum Co. Ltd.
  7. Codelco
  8. Freeport-McMoRan
  9. GRUPO MEXICO
  10. HONGDA GROUP
  11. Jiangxi Copper Corporation
  12. JINDUICHENG MOLYBDENUM CO.,LTD.
  13. KAZ Minerals
  14. KGHM
  15. Moltun International
  16. MOLYMET SA
  17. Multi Metal Development Limited
  18. Rio Tinto

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Surge in High-Strength Low-Alloy (HSLA) Steel Demand
    • 4.2.2 Increasing Renewable Energy Installations Requiring Mo-based Alloys
    • 4.2.3 Intensifying Deep-water Oil and Gas Drilling Boosting Corrosion-Resistant Mo Alloys
    • 4.2.4 Adoption of High-Temperature Mo Components for the Electric Vehicle Power Electronics
    • 4.2.5 Increasing Usage of Molybdenum
  • 4.3 Market Restraints
    • 4.3.1 High Cost of Molybdenum
    • 4.3.2 Government Regulations Concering Mining
    • 4.3.3 Substitution by Tungsten and Niobium in Specialty Steels
    • 4.3.4 Under-developed Recycling Infrastructure Limiting Secondary Supply
  • 4.4 Value Chain Analysis
  • 4.5 Porter's Five Forces
    • 4.5.1 Bargaining Power of Suppliers
    • 4.5.2 Bargaining Power of Buyers
    • 4.5.3 Threat of New Entrants
    • 4.5.4 Threat of Substitutes
    • 4.5.5 Degree of Competition
  • 4.6 Trade Analysis
  • 4.7 Price Trends

5 Market Size and Growth Forecasts (Volume)

  • 5.1 By End Product
    • 5.1.1 Steel
    • 5.1.2 Chemical
    • 5.1.3 Foundry
    • 5.1.4 Molybdenum Metal
    • 5.1.5 Nickel Alloys
  • 5.2 By Product Form
    • 5.2.1 Molybdenum Concentrates
    • 5.2.2 Roasted Molybdenum
    • 5.2.3 Ferromolybdenum
    • 5.2.4 Molybdenum Metal Powder
    • 5.2.5 Molybdenum Chemicals
  • 5.3 By End-user Industry
    • 5.3.1 Oil and Gas
    • 5.3.2 Chemical and Petrochemical
    • 5.3.3 Automotive
    • 5.3.4 Industrial
    • 5.3.5 Building and Construction
    • 5.3.6 Aerospace and Defense
    • 5.3.7 Other Industries (Energy Generation and Storage Electronics and Semiconductors, etc.)
  • 5.4 By Geography (Production Analysis)
    • 5.4.1 China
    • 5.4.2 United States
    • 5.4.3 Chile
    • 5.4.4 Peru
    • 5.4.5 Mexico
    • 5.4.6 Armenia
    • 5.4.7 Other Producer Countries
  • 5.5 By Geography (Consumption Analysis)
    • 5.5.1 Asia-Pacific
      • 5.5.1.1 China
      • 5.5.1.2 India
      • 5.5.1.3 Japan
      • 5.5.1.4 South Korea
      • 5.5.1.5 Rest of Asia-Pacific
    • 5.5.2 North America
      • 5.5.2.1 United States
      • 5.5.2.2 Canada
      • 5.5.2.3 Mexico
    • 5.5.3 Europe
      • 5.5.3.1 Germany
      • 5.5.3.2 United Kingdom
      • 5.5.3.3 Italy
      • 5.5.3.4 France
      • 5.5.3.5 Russia
      • 5.5.3.6 Rest of Europe
    • 5.5.4 Rest of the World
      • 5.5.4.1 South America
      • 5.5.4.2 Middle-East and Africa

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share(%) Analysis
  • 6.4 Company Profiles {(includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)}
    • 6.4.1 Air Liquide
    • 6.4.2 Anglo American plc
    • 6.4.3 Antamina
    • 6.4.4 Antofagasta plc
    • 6.4.5 Centerra Gold Inc.
    • 6.4.6 China Molybdenum Co. Ltd.
    • 6.4.7 Codelco
    • 6.4.8 Freeport-McMoRan
    • 6.4.9 GRUPO MEXICO
    • 6.4.10 HONGDA GROUP
    • 6.4.11 Jiangxi Copper Corporation
    • 6.4.12 JINDUICHENG MOLYBDENUM CO.,LTD.
    • 6.4.13 KAZ Minerals
    • 6.4.14 KGHM
    • 6.4.15 Moltun International
    • 6.4.16 MOLYMET SA
    • 6.4.17 Multi Metal Development Limited
    • 6.4.18 Rio Tinto

7 Market Opportunities and Future Outlook

  • 7.1 White-space and Unmet-need Assessment
  • 7.2 Rising Demand for Molybdenum-bearing Chemicals in Clean-fuel Processes