电动汽车电池正极活性材料市场

电动车市场成长，在某些地区（特别是中国）已接近轻型车（LDV）市场的大部分占有率。中型和重型汽车（MHDV）市场也在扩大脱碳力度，电池电动车（BEV）预计将在许多细分市场的零排放汽车中占据重要占有率。 COVID-19大流行已经证明了全球供应链的脆弱性，但从2024年到2033年，随着电动车基础设施的发展以及脱碳激励措施在多个市场的普及，汽车市场的电动车选择预计将继续增加。尤其是在供应高度依赖中国和亚太地区的全球电池市场，审视关键投入非常重要。

对许多观察家来说，从内燃机汽车到电动车的转变似乎很快。电动车市场十多年来已经成熟且多元化，生产规模迅速扩大。因此，市场兴趣集中在电动车所需的输入材料上，特别是电池阴极部分使用的阴极活性材料，该材料将电子发送到阳极以放电。随着电动车电池市场的扩大，市场升温，包括锂、镍和钴在内的这些材料受到越来越严格的审查。

本报告调查了电动车电池正极活性材料市场，并分析了市场挑战、驱动和限制因素、电动车市场的未来演变以及产业价值链。2024年至2033年的需求市场预测按全球地区和矿产类型发布。

目录

第1章 执行摘要

第2章 市场问题

• 促进因素
• 抑制因素
• 价格
• 其他业务问题
  • 电池回收
  • 取代电池化学成分

第3章 产业价值链

• 竞争状况
  • 併购活动
  • 商业模式的演变

第4章 市场预测

• 简介
• 调查方法
• 市场预测
  • 轻型车销量
  • MHDV 市场
  • 电池市场占有率
  • 对关键电池材料的需求

第5章 结论/建议

• 三大要点
• 建议
  • 电池製造商
  • 政府政策制定者
  • 电池回收商
  • 矿物矿工

第6章 首字母缩写词和缩写词列表

第7章 目录

第8章 图表

第9章 研究范围

第10章 资料来源、研究方法、註

The EV market is on an upward trajectory and in some regions, approaching a majority share of the light duty vehicle (LDV) market-most notably in China. The medium and heavy duty vehicle (MHDV) market is also expanding its decarbonization efforts, and battery EVs (BEVs) will likely represent a significant share of zero emissions vehicles in many market segments. Although the COVID-19 pandemic showed the fragility of global supply chains, between 2024 and 2033 the vehicle market should see a continuing increase of electric options as EV infrastructure is built out and decarbonization incentives take hold in multiple markets. Investigating key inputs is invaluable, especially in the global battery market, which relies heavily on China and Asia Pacific for its supply.

The transition from internal combustion engine vehicles to EVs likely seems to have occurred quickly for many observers. Although EV markets have been maturing and diversifying for more than a decade, the increased scale of their production has occurred quickly. As a result, market interest has focused on the input materials needed for EVs-especially the cathode active materials used in the cathode part of the battery that sends electrons to the anode to discharge power. These materials, which include lithium, nickel, and cobalt, have faced increased scrutiny as their markets have heated up with the expansion of the EV battery market.

This Guidehouse Insights report analyzes the global markets for EVs, EV batteries, and the component materials for their cathodes. It provides an analysis of market issues, drivers, barriers, evolutions coming to the EV market, and an industry value chain. Market forecasts for demand, segmented by global region and mineral type, are provided for the period 2024-2033.

Table of Contents

1. Executive Summary

• 1.1 Market Overview
• 1.2 Market Forecasts

2. Market Issues

• 2.1 Drivers
  • 2.1.1 EV Demand
  • 2.1.2 New Mineral Sources
  • 2.1.3 Free Trade Agreements
• 2.2 Barriers
  • 2.2.1 Local Manufacturing Rules
  • 2.2.2 Emerging Battery Chemistries
  • 2.2.3 Trade Wars
• 2.3 Pricing
• 2.4 Other Business Issues
  • 2.4.1 Battery Recycling
  • 2.4.2 Alternative Battery Chemistries

3. Industry Value Chain

• 3.1 Competitive Landscape
  • 3.1.1 Merger & Acquisition Activities
  • 3.1.2 Business Model Evolution

4. Market Forecasts

• 4.1 Introduction
• 4.2 Methodology
• 4.3 Market Forecasts
  • 4.3.1 LDV Sales
  • 4.3.2 MHDV Market
  • 4.3.3 Battery Market Share
  • 4.3.4 Critical Battery Materials Demand

5. Conclusions and Recommendations

• 5.1 Three Big Takeaways
• 5.2 Recommendations
  • 5.2.1 Battery Manufacturers
  • 5.2.2 Government Policymakers
  • 5.2.3 Battery Recyclers
  • 5.2.4 Mineral Miners

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study

10. Sources, Methodology and Notes

List of Tables

• LDV Sales Revenue by Region, World Markets: 2024-2033
• LD BEV Sales by Region, World Markets: 2024-2033
• LD PHEV Sales by Region, World Markets: 2024-2033
• MHDV Sales by Region, World Markets: 2024-2033
• MHDV BEV Sales by Region, World Markets: 2024-2033
• LD BEV Market Share by Battery Technology, World Markets: 2024-2033
• MHD BEV Market Share by Battery Technology, World Markets: 2024-2033
• LDV BEV Battery Size Forecast by Region, World Markets: 2024-2033
• LD PHEV Battery Sizes by Technology, World Markets: 2024-2033
• MHD BEV Battery Size Forecast by Region, World Markets: 2024-2033
• Global Demand for Lithium by Region, World Markets: 2024-2033
• Global Demand for Nickel by Region, World Markets: 2024-2033
• Global Demand for Manganese by Region, World Markets: 2024-2033
• Global Demand for Cobalt by Region, World Markets: 2024-2033
• Global Demand for Iron by Region, World Markets: 2024-2033
• Global Demand for Phosphate by Region, World Markets: 2024-2033
• Estimated Demand for Critical EV Battery Materials, World Markets: 2024-2033

List of Figures

• Estimated Demand for Critical EV Battery Materials, World Markets: 2024-2033
• LDV Sales Revenue by Region, World Markets: 2024-2033
• LD BEV Sales by Region, World Markets: 2024-2033
• LD PHEV Sales by Region, World Markets: 2024-2033
• MHDV Sales by Region, World Markets: 2024-2033
• MHDV BEV Sales by Region, World Markets: 2024-2033
• LD BEV Market Share by Battery Technology, World Markets: 2024-2033
• MHD BEV Market Share by Battery Technology, World Markets: 2024-2033
• Global Demand for Lithium by Region, World Markets: 2024-2033
• Global Demand for Nickel by Region, World Markets: 2024-2033
• Global Demand for Manganese by Region, World Markets: 2024-2033
• Global Demand for Cobalt by Region, World Markets: 2024-2033
• Global Demand for Iron by Region, World Markets: 2024-2033
• Global Demand for Phosphate by Region, World Markets: 2024-2033

Pictorial Representation of the CAM Industry Value Chain