市场调查报告书
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2030 年电池金属市场预测:按类型、最终用户和地区分類的全球分析Battery Metals Market Forecasts to 2030 - Global Analysis By Type (Lithium, Nickel, Cobalt, Lead acid and Other Types), End User and by Geography |
根据Stratistics MRC的数据,2023年全球电池金属市场规模为166.6亿美元,预计2030年将达到328.9亿美元,预测期内复合年增长率为10.2%。
电池金属已成为快速发展的可再生能源储存系统和电动车(EV)领域的重要元素。这些金属,如锂、钴、镍和锰,是二次电池的重要组成部分,二次电池为电动车提供动力,并储存太阳能和风能等再生能源来源的能量。此外,随着世界距离低碳排放的未来越来越近,电池金属的需求也增加。由于开采和加工这些金属,现在人们担心潜在的供应链限制、道德采购实践和环境影响。
据国际电池协会称,对电动车和能源储存解决方案不断增长的需求强调了电池金属的永续生产和负责任的采购。
电动车 (EV) 的普及
推动电池金属市场的关键因素之一是电动车(EV)使用的增加。汽车产业向更环保、更永续的交通途径转变,导致对锂离子电池的需求大幅增加,而锂离子电池主要依赖镍、钴和锂等金属。此外,消费者对更清洁、更节能的汽车的偏好促使汽车製造商大力投资电动车生产。
供应链弱点
电池金属市场受到供应链弱点的限制。生产集中在少数具有重要战略意义的地理区域,这些地区政治不稳定和贸易争端普遍存在,从而危及基本金属的供应安全。此外,地缘政治不稳定、自然灾害或物流困难都可能导致供应链中断,影响电池金属的可用性和成本,阻碍市场扩张。
回收技术投资
回收技术和资金筹措的进步代表了电池金属市场的重大机会。随着人们对环境永续性和循环经济的认识日益增强,回收电池材料越来越受欢迎。此外,透过开发实用且廉价的技术来从废弃电池中提取和再利用金属,该行业可以减少对新开发的采矿作业的依赖,并提供永续和环保的产品。
监管和环境问题
民众对采矿作业对环境和道德影响的审查日益加强,电池金属产业正面临威胁。收紧环境法和製定道德采购准则可能会导致营运困难并增加合规成本。此外,减轻这些风险需要采取积极措施,例如实施永续采矿实践和遵守不断变化的法律要求。
COVID-19 的爆发对电池金属市场产生了各种影响。电动车和可再生能源计划的生产和需求放缓是由于疫情初期阶段的停工、全球供应链中断以及经济活动减少所致。此外,汽车产业的生产延误影响了对电池金属的需求。但由于对绿色復苏计画的重视以及清洁能源计划资金的增加,需求自此激增。
预计锂业务将在预测期内成为最大的业务
预计锂细分市场将占最大份额。锂离子电池在能源储存设备和电动车(EV)市场中占据主导地位,其正极严重依赖锂。锂的高能量密度和轻重量使其成为电动车、便携式电子产品和可再生能源储存系统的重要组成部分。此外,由于电动车需求的不断增长以及世界向清洁能源来源的转变,锂目前在电池金属市场中处于领先地位。
锂离子(Li-ion)细分市场预计在预测期内复合年增长率最高
在电池金属市场中,锂离子(Li-ion)电池的复合年增长率最高。锂离子电池现在是各种应用的首选,包括能源储存系统、消费性电子产品和电动车。与铅酸、镍氢(Ni-Mh) 和镍镉(Ni-Cd) 电池等传统电池技术相比,它们越来越受欢迎,因为它们具有更高的能量密度、更长的循环寿命和更轻的重量。此外,锂离子电池的成长很大程度上是由电动车的转变以及对可携式电子产品不断增长的需求所推动的。
亚太地区,尤其是中国,预计将占据电池金属市场的最大份额。由于对电动车(EV)、可再生能源和电池製造的大量投资,中国已成为全球电池金属市场的主导者。此外,该国的市场领导地位很大程度上归功于其积极的清洁能源政策以及作为电池金属大消费国的地位。中国对电池供应链的每一步(从原料开采到电池製造)都产生重大影响,使亚太地区成为改变电池金属市场动态的中心。
电池金属市场预计将以北美最高的复合年增长率成长。该地区,尤其是美国和加拿大,正在大量采用电动车 (EV) 和可再生能源计划。对清洁能源技术的激励、有利的政府政策以及公众对永续实践意识的提高都有助于增加北美对电池金属的需求。此外,由于电动车的日益普及以及不断努力改善能源储存基础设施,北美在电池金属行业具有巨大的成长潜力。
According to Stratistics MRC, the Global Battery Metals Market is accounted for $16.66 billion in 2023 and is expected to reach $32.89 billion by 2030 growing at a CAGR of 10.2% during the forecast period. A vital component of the quickly developing fields of renewable energy storage systems and electric vehicles (EVs) are battery metals. These metals, which are lithium, cobalt, nickel, and manganese, are essential components of rechargeable batteries, which power electric vehicles and store energy from renewable sources like solar and wind power. Moreover, battery metal demand has increased as the world moves closer to a future with lower carbon emissions. As a result of the mining and processing of these metals, there are now worries about possible limitations in the supply chain, ethical sourcing methods, and environmental effects.
According to the International Battery Association, the increasing demand for electric vehicles and energy storage solutions has led to a growing emphasis on the sustainable production and responsible sourcing of battery metals.
Growing uptake of electric vehicles (EVs)
One of the main factors propelling the market for battery metals is the increase in the use of electric vehicles (EVs). The automotive industry's transition to more ecologically friendly and sustainable modes of transportation has resulted in a notable increase in the demand for lithium-ion batteries, which are primarily dependent on metals like nickel, cobalt, and lithium. Furthermore, automakers are investing heavily in EV production as a result of consumer preferences for cleaner and more energy-efficient vehicles.
Supply chain weaknesses
The market for battery metals is constrained by weaknesses in the supply chain. The steady supply of essential metals is endangered by the concentration of production in a small number of strategically important geographic areas, which are frequently marked by political unrest or trade disputes. Additionally, geopolitical unrest, natural catastrophes, or logistical difficulties can all cause supply chain disruptions that affect the availability and cost of battery metals, impeding the market's expansion.
Investments in technologies for recycling
The advancement and funding of recycling technologies present a sizable opportunity for the battery metal market. Recycling battery materials has gained popularity as people become more conscious of environmental sustainability and the circular economy. Moreover, by developing practical and affordable techniques for extracting and repurposing metals from end-of-life batteries, the industry can become less dependent on newly developed mining operations and build a sustainable and eco-friendly supply chain.
Regulatory and environmental difficulties
The battery metals industry is under threat from growing public scrutiny regarding the environmental and ethical implications of mining operations. Tighter environmental laws and developing guidelines for ethical sourcing could result in increased operational difficulties and compliance costs. Furthermore, to lessen these risks, proactive steps are required, such as implementing sustainable mining practices and adhering to changing legal requirements.
On the market for battery metals, the COVID-19 pandemic has had a variety of effects. A slowdown in the production and demand for electric vehicles and renewable energy projects resulted from lockdowns, disruptions in global supply chains, and a reduction in economic activity during the early stages of the pandemic. Additionally, delays in manufacturing within the automotive sector affected the need for battery metals. But subsequently, there has been a surge in demand due to the emphasis on green recovery programs and growing funding for clean energy projects.
The Lithium segment is expected to be the largest during the forecast period
It is projected that the lithium segment will hold the largest share. The cathodes of lithium-ion batteries, which rule the market for energy storage devices and electric cars (EVs), depend heavily on lithium. Because of its high energy density and low weight, it is an essential component for electric vehicles, portable electronics, and renewable energy storage systems. Moreover, lithium is now leading the battery metals market thanks to the increase in demand for electric vehicles and the world's shift to cleaner energy sources.
The Lithium-ion (Li-ion) segment is expected to have the highest CAGR during the forecast period
In the battery metals market, lithium-ion (Li-ion) batteries have demonstrated the highest CAGR. For a variety of uses, such as energy storage systems, consumer electronics, and electric cars, Li-ion batteries are now the recommended option. Their greater energy density, longer cycle life, and lighter weight when compared to more conventional battery technologies like lead-acid, nickel-metal hydride (Ni-Mh), and nickel-cadmium (Ni-Cd) are the reasons behind their growing popularity. Furthermore, Li-ion battery growth has been significantly fueled by the shift to electric vehicles and the rising need for portable electronics.
Asia-Pacific, with China in particular, is anticipated to hold the largest share of the market for battery metals. China's significant investments in electric vehicles (EVs), renewable energy, and battery manufacturing have made it a dominant player in the global battery metals market. Additionally, the nation leads the market largely because of its aggressive clean energy policies and its status as a large consumer of battery metals. China has a significant impact on every stage of the battery supply chain, from the extraction of raw materials to the manufacturing of batteries, which puts the Asia-Pacific area at the center of changes in the dynamics of the battery metals market.
The battery metal market is expected to grow at the highest CAGR in North America. The adoption of electric vehicles (EVs) and renewable energy projects have advanced significantly in the region, especially in the US and Canada. Incentives for clean energy technologies, favourable government policies, and rising public awareness of sustainable practices all play a part in driving up battery metal demand in North America. Moreover, North America is positioned to have significant growth potential in the battery metals industry due to the increasing popularity of electric vehicles and the ongoing efforts to improve energy storage infrastructure.
Key players in the market
Some of the key players in Battery Metals market include Glencore International AG, China Molybdenum Co., Ltd, American Battery Metals Corp, Sumitomo Metal Mining Co., Ltd., Gangfeng Lithium Co Ltd, Albemarle Corporation, SQM S.A., Umicore, LG Chem, BASF SE, Vale China Molybdenum Co., Ltd., Gan Feng Li Industrial Co., Ltd, Honjo Metal Co., Ltd. and Bolt Metals Corp.
In September 2023, Glencore enters offtake agreement with Tantalex Lithium. Tantalex Lithium Resources, a Canada-based exploration and development stage mining company, received and executed a term sheet from Glencore International AG for a marketing offtake agreement for the lithium to be produced from its Manono Lithium Tailings Project in the Democratic Republic of Congo (DRC).
In September 2023, American Battery Technology Co., a Reno, Nevada-based battery materials company commercializing both its primary minerals manufacturing and secondary minerals lithium-ion battery (LIB) recycling technologies, has received its $57 million contract award from the U.S. Department of Energy (DOE) for a multiyear project to design, construct and operate a commercial-scale lithium hydroxide manufacturing facility in Tonopah, Nevada.
In September 2023, Sumitomo Metal Mining and Nano One will partner via Collaboration Agreement. The Companies are pleased to announce that they have agreed to a strategic equity investment in Nano One by SMM of C$16,879,949.85 and to enter into a collaboration agreement under which the parties will work together to accelerate the commercial production of lithium iron phosphate ("LFP"), CAM and nickel-rich CAM chemistries, such as lithium nickel manganese cobalt oxide ("NMC").