市场调查报告书
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2030 年永续电池材料市场预测:按产品类型、材料来源、生产方法、应用和地区进行的全球分析Sustainable Battery Materials Market Forecasts to 2030 - Global Analysis By Type, Material Source, Production Method, Application and By Geography |
根据Stratistics MRC的数据,2024年全球永续电池材料市场规模为482.8亿美元,预计到2030年将达到743.4亿美元,预测期内复合年增长率为8.2%。
永续电池材料是指电池中使用的资源是环保的、可再生的,并且在整个生命週期中对生态系统影响很小。这些材料旨在减少对有限和危险资源的依赖,最大限度地减少污染和废弃物,并促进回收和再利用。目标是提高电池性能,同时支持长期环境和社会永续性。
根据太阳能产业协会统计,2023年第一季美国太阳能产业总设备容量约为6.1 GW-DC。
电动车 (EV) 需求不断增长
随着电动车 (EV) 变得越来越流行,製造商正在寻求传统电池材料的永续替代品,重点是减少对环境的影响并提高效率。这种转变将推动对锂、钴和镍等永续来源材料以及固态电池和回收电池等创新解决方案的需求。这将导致这些材料的研发和生产投资增加,刺激市场扩张,并有助于更广泛地推动绿色汽车技术的发展。
回收基础设施有限
永续电池材料的回收基础设施有限,为废弃旧电池的管理带来了挑战。回收设施和技术不足导致锂、钴和镍等有价值材料的回收效率低下,从而增加了成本和环境影响。基础设施的缺乏也限制了对电池技术的投资,并限制了回收材料的整体供应,从而阻碍了市场的成长,并阻碍了电池产业迈向更永续和循环经济的进步。
可再生能源产业的成长
随着太阳能和风能等可再生能源的使用不断扩大,对能源储存系统係统应对电源波动的需求不断增长。需求的激增推动了对由锂、钴和镍等永续材料製成的先进电池的需求。电池技术的新兴市场专注于提高效率和最大限度地减少对环境的影响,这进一步刺激了市场的成长。此外,减少碳排放和确保负责任地采购电池材料的全球运动正在支持永续能源解决方案领域的扩张。
生产成本高
永续电池材料的高生产成本是由于提取和加工锂、钴和镍等稀有和特殊元素的高成本造成的。此外,提高效率和永续性所需的先进技术也导致成本上升。与传统替代品相比,这些高昂的生产成本可能会降低永续电池的竞争力,并限制市场成长。因此,采用将受到阻碍,并向绿色能源解决方案的过渡将被推迟。
COVID-19 的影响
COVID-19 扰乱了供应链、减缓了生产并增加了原材料成本,从而影响了永续电池材料市场。疫情导致对绿色技术的投资减少,并减缓了新型永续材料的开发。但随着政府和企业在復苏计画中优先考虑韧性和永续性,清洁能源解决方案的推动也加速了。对可再生能源和绿色技术的关注正在加强对永续电池材料的长期需求。
再生材料产业预计将在预测期内成为最大的产业
预计再生材料领域将在整个预测期内获得最大的市场占有率。回收材料透过减少对原始资源的依赖并最大限度地减少对环境的影响,在永续电池生产中发挥重要作用。使用回收的锂、钴和镍可以降低生产成本并节省自然资源。它还减少了与采矿和加工相关的环境足迹。采用回收材料不仅支持循环经济,也使电池技术更具永续性,从长远来看更环保和经济可行。
预计绿色製造领域在预测期内复合年增长率最高
绿色製造领域预计将以最高的复合年增长率成长。永续电池材料的绿色製造方法着重于透过节能製程和废弃物最小化来减少对环境的影响。透过优化製造流程和确保原材料的道德采购,绿色製造旨在提高永续性并减少电池製造的碳排放,使能源储存产业整体上更加环保,并支持您的目标。
由于对电动车(EV)、可再生能源储存的需求不断增加以及政府推广绿色技术的倡议,预计亚太地区将在预测期内占据最大的市场占有率。中国、日本和韩国等国家是主要参与者,它们大力投资先进电池技术和永续实践。该地区专注于采购和开发环保材料、改进回收流程并减少对关键原材料的依赖。这一趋势是由日益增强的环保意识和支持能源储存解决方案永续性的严格法规结构所推动的。
由于电动车(EV)采用的快速成长、可再生能源储存的进步以及政府对绿色技术的大力支持,预计北美在预测期内的复合年增长率最高。在激励措施、研发资金和更严格的环境法规的推动下,美国和加拿大正在主导绿色电池材料的开发和实用化。这包括投资国内关键矿物的开采、创新的回收方法和替代材料的进步。该地区也致力于减少碳足迹和加强供应链的永续性。
According to Stratistics MRC, the Global Sustainable Battery Materials Market is accounted for $48.28 billion in 2024 and is expected to reach $74.34 billion by 2030 growing at a CAGR of 8.2% during the forecast period. Sustainable battery materials refer to resources used in batteries that are environmentally friendly, renewable, and have a lower ecological impact throughout their lifecycle. These materials aim to reduce dependence on finite and harmful resources, minimize pollution and waste, and promote recycling and reuse. The goal is to enhance battery performance while supporting long-term environmental and social sustainability.
According to the Solar Energy Industries Association, the United States solar industry installed a total capacity of around 6.1 gigawatts-direct current in the first quarter of 2023.
Rising demand for electric vehicles (EVs)
As EV adoption increases, manufacturers seek sustainable alternatives to traditional battery materials, focusing on reducing environmental impact and improving efficiency. This shift boosts the demand for materials like lithium, cobalt, and nickel sourced through sustainable practices, as well as for innovative solutions such as solid-state and recycled batteries. Consequently, investments in research & development, and production of these materials rise, fueling market expansion and contributing to the broader push for greener automotive technologies.
Limited recycling infrastructure
Limited recycling infrastructure for sustainable battery materials creates challenges in managing end-of-life batteries. Inadequate facilities and technologies for recycling lead to inefficiencies in recovering valuable materials like lithium, cobalt, and nickel, increasing costs and environmental impact. This lack of infrastructure also discourages investment in battery technologies and limits the overall supply of recycled materials, stifling market growth and hindering progress towards a more sustainable and circular economy in the battery sector.
Growing renewable energy sector
With the growing use of renewable energy sources like solar and wind, there is a rising need for energy storage systems to handle fluctuating power supply. This surge in demand boosts the requirement for advanced batteries made from sustainable materials, including lithium, cobalt, and nickel. Developments in battery technology focus on improving efficiency and minimizing environmental impact, which further stimulates market growth. Moreover, the global drive to lower carbon emissions and ensure responsible sourcing of battery materials supports the expansion of the sustainable energy solutions sector.
High production costs
High production costs in sustainable battery materials stem from the expensive extraction and processing of rare or specialized elements like lithium, cobalt, and nickel. Additionally, advanced technologies required for enhancing efficiency and sustainability contribute to elevated costs. These high production expenses can limit market growth by making sustainable batteries less competitive compared to traditional alternatives. This, in turn, hampers widespread adoption and slows the transition to greener energy solutions.
Covid-19 Impact
Covid-19 impacted the sustainable battery materials market by disrupting supply chains, delaying production, and increasing raw material costs. The pandemic led to reduced investment in green technologies and slowed the development of new sustainable materials. However, it also accelerated the push for cleaner energy solutions as governments and companies prioritized resilience and sustainability in their recovery plans. The focus on renewable energy and green technologies has strengthened long-term demand for sustainable battery materials.
The recycled materials segment is expected to be the largest during the forecast period
The recycled materials segment is predicted to secure the largest market share throughout the forecast period. Recycled materials play a crucial role in sustainable battery production by reducing reliance on virgin resources and minimizing environmental impact. Using recycled lithium, cobalt, and nickel helps lower production costs and conserve natural resources. It also reduces the environmental footprint of mining and processing. Incorporating recycled materials not only supports the circular economy but also enhances the sustainability of battery technologies, making them more eco-friendly and economically viable in the long term.
The green manufacturing segment is expected to have the highest CAGR during the forecast period
The green manufacturing segment is expected to grow at the highest CAGR. Green manufacturing production methods in sustainable battery materials focus on reducing environmental impact through energy-efficient processes and minimizing waste. By optimizing manufacturing processes and ensuring ethical sourcing of raw materials, green manufacturing aims to enhance sustainability and lower the carbon footprint of battery production, supporting the overall goal of a more eco-friendly energy storage industry.
Asia Pacific is expected to have the largest market share during the forecast period driven by increasing demand for electric vehicles (EVs), renewable energy storage, and government initiatives promoting green technologies. Countries like China, Japan, and South Korea are major players, investing heavily in advanced battery technologies and sustainable practices. The region is focusing on sourcing and developing eco-friendly materials, improving recycling processes, and reducing reliance on critical raw materials. This trend is bolstered by rising environmental awareness and stringent regulatory frameworks supporting sustainability in energy storage solutions.
North America is projected to witness the highest CAGR over the forecast period, owing to the surge in electric vehicle (EV) adoption, advancements in renewable energy storage, and robust governmental support for green technologies. The U.S. and Canada are leading efforts to develop and implement eco-friendly battery materials, driven by incentives, research funding, and stricter environmental regulations. This includes investments in domestic mining of critical minerals, innovative recycling methods, and advancements in alternative materials. The region is also focusing on reducing carbon footprints and enhancing supply chain sustainability.
Key players in the market
Some of the key players profiled in the Sustainable Battery Materials Market include Tesla Inc., CATL (Contemporary Amperex Technology Co. Limited), LG Energy Solution, Panasonic Corporation, BYD Company, Samsung SDI, BASF SE, Johnson Matthey PLC, Brookfield Renewable Partners, AESC (Automotive Energy Supply Corporation), Northvolt, Umicore, Albemarle Corporation, SQM (Sociedad Quimica y Minera de Chile), Livent Corporation, Lithium Americas Corporation, Talon Metals Corporation, MP Materials Corporation, Ganfeng Lithium Corporation and Green Li-ion.
In April 2024, Panasonic Energy announced plans to establish a new research and development (R&D) facility in Japan aimed at advancing battery production technologies. This initiative underscores Panasonic's commitment to strengthening its position in the rapidly evolving energy storage market, particularly in the electric vehicle (EV) and renewable energy sectors.
In April 2024, Green Li-ion launched its first commercial-scale installation to produce sustainable, battery-grade materials, the first of its kind in North America. The facility utilizes advanced technologies to enhance the efficiency and sustainability of battery material production. This includes cutting-edge recycling techniques and innovations in material processing.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.