![]() |
市场调查报告书
商品编码
1308668
2030 年全球电池材料市场预测 - 按类型、材料、应用和地区划分的全球分析Battery Materials Market Forecasts to 2030 - Global Analysis By Type (Lithium Ion, Lead-Acid and Other Types), Material (Separator, Cathode, Electrolyte, Anode and Other Materials), Application and By Geography |
据Stratistics MRC预计,2023年全球电池材料市场规模将达到668.1亿美元,预计在预测期内将以11.2%的复合年增长率增长,到2030年达到1404.6亿美元。
电池材料是生产电池所使用的基本部件和原材料。它们主要由镍、钴和锂等金属製成。它们是从上游采矿作业中获得的,这些作业从矿石和卤水中提炼电池金属。电子产品受益于高能量密度电池材料。它具有存储容量大、比能量高的特点。电池组是最终产品,用于汽车、消费电子和储能行业等各种终端市场。
印度品牌公平基金会 (IBEF) 的一份审查报告显示,到 2025 年,印度预计将销售 4.1 亿部智能手机和超过 231,000 辆电动两轮车。
锂离子电池(LIB)是使用最广泛的电动汽车技术。典型的汽车锂离子电池具有由锂 (Li)、钴 (Co) 和镍 (Ni) 製成的阴极、由石墨製成的阳极以及含有铝和铜的各种电池和电池组组件。电池自发热率低,特别适用于电动汽车,因此对电池原材料的需求不断增加。加大力度减少温室气体排放以及引进高速、高性能充电站可能会改善电动汽车的销售,进而改善电池材料行业。
充电基础设施不足,导致乘用电动汽车投放困难。由于大多数电动汽车都使用锂离子电池,充电基础设施的可用性对于该行业的生存至关重要。由于缺乏电动汽车充电基础设施,电动汽车只能在某些地区运行。充电站布局不当,导致电网电力需求不均、电能质量差、电能损耗高、电能稳定性差。错误和开关操作引起的电压下降可能会阻碍市场扩张。
储能装置可以更好地利用可再生能源。必须使用蓄电池来储存电力,以便需要时可以使用。能源存储可最大限度地减少电费和碳足迹。储能设备对电网的依赖较小。与先进的软件相结合,它可以在发生故障时提供备用电源。这些储能係统具有节省经济、紧急备用电源和增强太阳能自给自足等优点。这些因素正在加速市场扩张。
铅是铅酸蓄电池的主要成分,是一种有害物质。据信,中国铅酸电池中的铅有44%至70%被浪费并倾倒到环境中。总会有几倍于汽油的污染程度。此外,接触铅酸电池的人可能会出现神经缺陷、身体和智力发育迟缓以及注意力和学习能力下降。使用这些物质需要专业知识、安全预防措施和正确的指导。这些因素都阻碍了市场的扩大。
供应链的各个方面都受到了 COVID-19 爆发的重大影响。储能行业经历了製造困难、停产困难、项目扩建困难、研发困难等。电池相关产品的销量和生产率均下降。电池原材料进出口限制也造成供应和物流严重中断。中国製造商遇到的困难导致订单下降和未支付发票。大型电池製造商担心销量下降,因此为了保证充足的现金流,大公司通过抢夺小製造商客户来重组客户群。
由于其高能量密度、低放电频率和电压容量,锂离子电池预计将有良好的增长。目前,最流行的储能技术是锂离子电池。锂、石墨、钴和锰都是锂离子电池的成分。寿命比铅酸电池长10倍。与传统电池相比,锂离子电池更紧凑、更强大。有效承受反復充放电。快速充电和防自放电功能正在推动这一领域的扩展。
预计阴极细分市场在预测期内将以最快的复合年增长率增长。二次电池的性能很大程度上取决于正极材料。正极促进电荷流动。氧化(失去电子)发生在负极,还原(获得电子)发生在正极。正极材料中的主要活性元素是钴、镍和锰。其成本效益、卓越性能、无钴和低镍优势等优势正在推动该细分市场的增长。
预计亚太地区在预测期内将占据最大的市场份额。中国、日本、韩国是全球最大的电池生产国,因此使用的电池原材料比例很大。廉价的生产投入和有利的政府政策吸引了大量外国直接投资到该地区,而多个工业设施的存在也有助于该地区的主导地位。此外,由于笔记本电脑、智能手机和其他便携式电子设备等消费电子产品中便携式电池组和可充电电池组的使用不断增加,该地区的电池材料市场正在增长,而且可能正在加速增长。
由于技术进步,预计北美在预测期内的复合年增长率最高。该地区家用电器的使用正在迅速增长。电动汽车和电动自行车的引进也进展迅速。电动汽车和可再生能源领域的投资者也得到了政府的支持。由于多种因素,北美市场正在迅速成熟,包括严格的政府法律监管车辆排放、消费者可自由支配收入高以及消费者对可持续发展和环境保护的意识不断增强,这是多种因素共同作用的结果。
2023 年 2 月,为全球能量密度最高的锂离子 18650 电池提供动力的初创电池材料公司 Nanograph 宣布完成 6500 万美元的 B 轮融资。Volta Energy Technologies 和 CC Industries 共同领投此轮投资 (CCI)。根据拜登总统的通胀削减法案,Nanograph 的 B 系列投资将支持芝加哥硅阳极的陆上生产以及创新锂离子技术的持续开发、生产和交付。
2023年2月,Umicore与Terafam签署低碳、可持续、高品位硫酸镍长期供应协议。Umicore 和 Terafam 之间的合作伙伴关係重申了两家公司对在欧洲建立可持续电池材料价值链的坚定承诺。此次合作将满足Umicore位于波兰的阴极製造设备未来的大部分镍需求。这是欧洲第一家致力于正极材料的超级工厂。
According to Stratistics MRC, the Global Battery Materials Market is accounted for $66.81 billion in 2023 and is expected to reach $140.46 billion by 2030 growing at a CAGR of 11.2% during the forecast period. Battery materials are the basic components and raw materials used in the production of batteries. They are mostly made of metals like nickel, cobalt, and lithium. They come from upstream mining operations that purify battery metals from mineral ores or saltwater brines. Electronic gadgets benefit from high energy density battery materials. They have a large storage capacity and high specific energy. Battery packs are the final products, and they are used in many different end markets, including the automotive, consumer electronics, and energy storage industries.
According to the India Brand Equity Foundation (IBEF) review report, 410 million units of smart phones and over 231 thousand units of electric two wheelers are expected to be sold in India by 2025.
Lithium-ion batteries (LIBs) are the most extensively used EV technology. A typical car LIB has a cathode made of lithium (Li), cobalt (Co), and nickel (Ni), and an anode made of graphite and different cell and pack components including aluminum and copper. The demand for battery raw materials is rising as batteries have a low self-heating rate and are especially useful in electric vehicles. The increased efforts to decrease greenhouse gas emissions, as well as the implementation of high-speed and sophisticated charging stations, are likely to improve electric vehicle sales and hence the battery material industry.
Launching of passenger electric vehicles would be challenging due to inadequate charging infrastructure. The majority of electric cars utilize lithium ion batteries, therefore the availability of charging infrastructure is a crucial component for the industry's viability. Due to a lack of EV charging infrastructure, EVs can only function in a certain geographic region. The grid's power demand becomes more unequal as a result of improper charging station placement, which leads to poor power quality, greater power loss, and decreased power stability. Voltage drops brought on by errors or switching operations could hinder market expansion.
Better usage of renewable energy is made possible by energy storage devices. It is essential to utilize batteries to store this power so that it is available whenever you need it. They minimize electricity costs and carbon footprint. The energy storage devices are less dependent on the grid. When there are disturbances, they can supply backup power since they are combined with sophisticated software. These energy storage systems offer advantages including financial savings, emergency backup power, and enhancing solar self-supply. These several elements are accelerating the market expansion.
Lead, the primary component of lead-acid batteries, is a hazardous substance. In the PRC, it is thought that between 44% and 70% of the lead from lead acid batteries is wasted and dumped into the environment. There will always be pollution levels that are several times higher than those of gasoline. Additionally, they may result in neurological damage, decreased physical and mental growth, and difficulty with focus and learning for the individual exposed to them. Such material usage calls for specialized knowledge, safety measures, and appropriate instruction. These factors are impeding market expansion.
All facets of the supply chain have been extensively impacted by the COVID-19 epidemic. The energy storage industry experienced challenges with manufacturing, shipping hold-ups, project expansion, and R&D. Sales of battery-related products and the rate at which they are produced have both decreased. As a result of the restrictions on the import and export of raw materials for batteries, there were also significant disruptions in supply and logistics. The difficulties experienced by Chinese manufacturers resulted in fewer orders and unpaid invoices. Big battery makers ran the danger of seeing their sales decline; therefore larger businesses realigned their clientele by snatching up some of the small manufacturers' customers in order to generate enough cash flow.
The lithium-ion segment is estimated to have a lucrative growth, due to its high energy density, low discharge frequency, and voltage capacity. Currently, the most popular energy storage technology is lithium-ion batteries. Lithium, graphite, cobalt, and manganese are all components of lithium-ion batteries. Compared to lead-acid batteries, their lifespan can be up to 10 times longer. Compared to conventional batteries, lithium-ion batteries are more compact and potent. They withstand repeated charging and discharging effectively. Their quick charging and anti-self-discharge features are promoting the segment's expansion.
The cathode segment is anticipated to witness the fastest CAGR growth during the forecast period. The performance of rechargeable batteries is highly dependent on the cathode materials. The electric charge flow is facilitated by the cathode. While oxidation (loss of electrons) happens at the anode, reduction (gain of electrons) takes place at the cathode, which is the positive electrode. The main active elements in cathode materials are cobalt, nickel, and manganese. The benefits of being cost-effective, exceptional performance, cobalt-free, and low in nickel are propelling the segment's growth in addition to these other benefits.
Asia Pacific is projected to hold the largest market share during the forecast period. China, Japan, and South Korea use a significant proportion of battery raw materials since they constitute the world's largest battery manufacturers. Large FDIs have been drawn to this area as a result of the availability of inexpensive production inputs and favourable government policies, and the existence of several industrial facilities has contributed to the region's supremacy. Additionally, the market for battery materials in the area is probably being accelerated by the rising usage of portable and rechargeable battery packs in consumer electronics products like laptops, smart phones, and other portable electronic devices.
North America is projected to have the highest CAGR over the forecast period, owing to its technical improvements. The usage of consumer electronics in this region has been rapidly increasing. Electric automobiles and bicycles are being adopted quickly. Investors in the electric car and renewable energy sectors are also receiving help from the government. The market in North America is maturing quickly due to a combination of factors including severe government laws regulating car emissions, high consumer discretionary income, and growing consumer awareness of sustainability and environmental preservation.
Some of the key players profiled in the Battery Materials Market include Mitsubishi Chemical Holdings, BASF SE, Hitachi Chemical Co Ltd, Glencore PLC, Kureha Corporation, Norlisk Nickel, NanoGraf, NEI Corporation, Asahi Kasei, Umicore Cobalt & Specialty Materials, Albemarle, Targray Technology International, TCI Chemicals Pvt. Ltd, Livent Corporation, Nichia Corporation, Sheritt International Corporation, SQM, Vale S.A., Shanghai Shanshan Tech Co and Teck Resources.
In February 2023, NanoGraf, a start-up battery Materials Company and enabler of the world's most energy-dense lithium-ion 18650 cells, announced a USD 65 million Series B fundraising round. Volta Energy Technologies and CC Industries co-led the investment round (CCI). In accordance with President Biden's Inflation Reduction Act, NanoGraf's Series B investment supports the onshoring of its silicon anode production in Chicago, as well as the continuous development, production, and delivery of innovative lithium-ion technology.
In February 2023, Umicore agreed to a long-term supply arrangement with Terrafame Ltd. for low-carbon, sustainable high-grade nickel sulfate. Umicore and Terrafame's collaboration reaffirms their unwavering commitment to building a sustainable battery materials value chain in Europe. This arrangement will cover a significant portion of Umicore's future nickel demand at its cathode materials unit in Poland. This is Europe's first gigafactory dedicated to cathode materials.