市场调查报告书
商品编码
1569872
2030 年电池级镍市场预测:按类型、来源、通路、应用、最终用户和地区进行的全球分析Battery Grade Nickel Market Forecasts to 2030 - Global Analysis By Type (Electrolytic Nickel, Nickel Ball, Nickel Block, Nickel Powder and Other Types), Source, Distribution Channel, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球电池级镍市场在预测期内将以 9.3% 的复合年增长率成长。
电池级镍是专门为电动车和可再生能源储存的锂离子电池而製造的高纯度镍。它的纯度通常为 99.8% 或更高,最大限度地减少可能损害电池性能的杂质。这种镍通常被加工成硫酸镍和氢氧化镍,这是电池正极所必需的。镍品质对于提高能量密度、效率和整体可靠性至关重要,使其成为改善电池技术和永续性的重要元素。
电动车 (EV) 需求增加
随着电动车製造商寻求提高能量密度和扩大续航里程,对富镍电池,特别是镍钴锰(NCM)和镍钴铝(NCA)化学电池的需求正在迅速增加。这一趋势是由消费者对永续交通的偏好以及政府促进电动车采用的奖励所推动的。因此,电池级镍的需求预计将增加,从而影响定价、生产以及采矿和加工能力的投资。
供应链挑战
市场面临多项供应链挑战,包括地缘政治紧张局势和有限的采矿能力。环境法规和永续性问题使镍矿开采变得更加复杂,常常导致生产延误。此外,镍蕴藏量集中在特定地区,因此很容易受到这些地区供应中断的影响,可能会对全球供应产生重大影响。高效率的物流和运输问题也可能妨碍及时配送,导致潜在的供不应求,影响市场成长。
不断成长的可再生能源产业
可再生能源产业的扩张正在对市场产生重大影响。随着太阳能和风能日益普及,高性能的电池,尤其是使用富镍化学物质的电池,对于稳定能源供应和提高电网可靠性至关重要。随着製造商寻求开发先进的储能係统以支援可再生能源的整合,这种需求正在推动对镍生产的投资。最终,这一趋势将促进永续能源实践并进一步扩大电池市场。
与替代材料的竞争
与替代材料的竞争是市场上的一个问题。随着製造商寻求经济高效且永续的选择,磷酸锂铁(LFP) 和固态电池等替代材料越来越受欢迎。这些材料具有不同的性能特性,例如提高安全性和减少对环境的影响。因此,随着企业寻求电池化学成分多样化并减少对传统来源的依赖,镍的需求可能面临压力。
COVID-19 大流行扰乱了供应链并降低了产能,对市场产生了重大影响。由于营运停工和劳动力短缺,采矿和加工作业被推迟,导致镍供应暂时下降。此外,由于电动车行业的需求波动,市场变得不稳定。然而,随着经济重新开放和电动车采用率激增,市场开始復苏,凸显了电池产业的弹性。此次疫情最终凸显了强而有力的供应链策略对未来稳定的重要性。
预计镍球细分市场在预测期内将是最大的
预计镍球细分市场在预测期内将占据最大的市场占有率。其均匀的尺寸和成分提高了镍处理的效率并确保电池应用中的稳定性能。随着电动车和可再生能源储存需求的增长,镍球因其能够优化电池技术的能量密度和寿命而变得越来越受欢迎。这一趋势凸显了镍球在满足电池产业不断变化的需求方面的重要性。
家用电子电器产业预计在预测期内复合年增长率最高
家用电子电器产业预计在预测期内复合年增长率最高。富镍电池提供了为这些设备供电所必需的能量密度和使用寿命。随着家用电子电器不断发展,功能不断增加,对高效能、轻质电池的需求正在推动对电池级镍的需求。这一趋势凸显了镍在提高行动科技和消费者便利性方面所发挥的重要作用。
预计北美地区在预测期内将占据最大的市场份额。随着主要汽车製造商转向永续实践,对电池用高品质镍的需求正在增加。随着北美地区注重在地采购并减少对海外供应商的依赖,国内镍生产和加工的投资进一步加速。此外,政府的支持政策和激励措施正在促进创新,并使该地区成为全球电池供应链的关键参与者。
在快速都市化和基础设施计划的推动下,亚太地区预计将在预测期内实现最高成长率。电动车的快速普及是电池级镍市场成长的主要催化剂。电池技术的创新改进了配方,镍含量更高,从而提高了电池性能。这种趋势在广泛用于电动车的锂离子电池中尤其明显。
According to Stratistics MRC, the Global Battery Grade Nickel Market is growing at a CAGR of 9.3% during the forecast period. Battery grade nickel is a high-purity form of nickel specifically produced for use in lithium-ion batteries, particularly for electric vehicles and renewable energy storage. Typically featuring a purity of 99.8% or higher, it minimizes impurities that could compromise battery performance. This nickel is commonly processed into nickel sulfate or nickel hydroxide, essential for battery cathodes. Its quality is critical for enhancing energy density, efficiency, and overall reliability, making it a vital component in advancing battery technology and sustainability.
Increased demand for electric vehicles (EVs)
As EV manufacturers strive for higher energy densities and longer ranges, the need for nickel-rich batteries, particularly nickel-cobalt-manganese (NCM) and nickel-cobalt-aluminum (NCA) chemistries, has surged. This trend is driven by consumer preferences for sustainable transportation and government incentives promoting EV adoption. Consequently, the demand for battery-grade nickel is expected to rise, influencing pricing, production, and investment in mining and processing capabilities.
Supply chain challenges
The market faces several supply chain challenges, including geopolitical tensions and limited mining capacity. Environmental regulations and sustainability concerns further complicate nickel extraction, often leading to delays in production. Additionally, the concentration of nickel reserves in specific regions creates vulnerabilities, as disruptions in these areas can significantly impact global supply. Efficient logistics and transportation issues also hinder timely distribution, resulting in potential shortages that could affect the growth of the market.
Growing renewable energy sector
The growing renewable energy sector is significantly impacting the market. With the increasing adoption of solar and wind power, high-performance batteries, particularly those using nickel-rich chemistries, are essential for stabilizing energy supply and enhancing grid reliability. This demand drives investments in nickel production, as manufacturers seek to develop advanced storage systems that can support renewable integration. Ultimately, this trend promotes sustainable energy practices and further expands the battery market.
Competition from alternative materials
Competition from alternative materials poses a challenge in the market. As manufacturers explore cost-effective and sustainable options, alternatives like lithium iron phosphate (LFP) and solid-state batteries gain traction. These materials offer different performance characteristics, such as enhanced safety and lower environmental impact. Consequently, the demand for nickel may face pressure as companies seek to diversify battery chemistries and reduce reliance on traditional sources.
The COVID-19 pandemic significantly impacted the market by disrupting supply chains and reducing production capacity. Lockdowns and labor shortages led to delays in mining and processing operations, causing a temporary decline in nickel availability. Additionally, fluctuating demand from the electric vehicle sector created market volatility. However, as economies reopened and EV adoption surged, the market began to recover, highlighting the resilience of the battery industry. The pandemic ultimately underscored the importance of robust supply chain strategies for future stability.
The nickel ball segment is projected to be the largest during the forecast period
The nickel ball segment is projected to account for the largest market share during the projection period. Their uniform size and composition enhance the efficiency of nickel processing, ensuring consistent performance in battery applications. As demand for electric vehicles and renewable energy storage grows, nickel balls are increasingly favored for their ability to optimize energy density and longevity in battery technologies. This trend underscores the importance of nickel balls in meeting the evolving needs of the battery industry.
The consumer electronics segment is expected to have the highest CAGR during the forecast period
The consumer electronics segment is expected to have the highest CAGR during the extrapolated period. Nickel-rich batteries offer the energy density and longevity essential for powering these gadgets. As consumer electronics continue to evolve with enhanced functionalities, the need for efficient and lightweight batteries drives demand for battery-grade nickel. This trend emphasizes the critical role of nickel in advancing portable technology and consumer convenience.
North America region is expected to hold the largest share of the market during the forecast period. As major automakers shift towards sustainable practices, the demand for high-quality nickel for batteries is on the rise. North America's focus on local sourcing and reducing dependence on foreign suppliers further accelerates investment in domestic nickel production and processing. Additionally, supportive government policies and incentives are fostering innovation, positioning the region as a key player in the global battery supply chain.
Asia Pacific is expected to register the highest growth rate over the forecast period driven by Rapid urbanization and infrastructure projects. The rapid adoption of electric vehicles is a primary catalyst for the growth of the battery-grade nickel market. Innovations in battery technology are leading to improved formulations that utilize higher nickel content, thereby enhancing battery performance. This trend is particularly evident in lithium-ion batteries, which are extensively used in EVs.
Key players in the market
Some of the key players in Battery Grade Nickel market include Vale S.A.,, BHP Group, Glencore, Sumitomo Metal Mining Co., Ltd., Umicore, LG Chem, Nissan Chemical Corporation, Jinchuan Group International Resources Co. Ltd., Eurasian Resources Group, Nickel Asia Corporation, Panasonic Corporation, Tesla, Inc., SAFT Groupe S.A., Ammtec and Nippon Mining & Metal Co., Ltd.
In March 2024, Panasonic announced a joint venture with Indian Oil Corporation (IOC) to manufacture lithium-ion batteries and energy storage systems in India. This partnership aims to meet the growing demand for batteries in various applications, including consumer electronics and electric vehicles. The joint venture will focus on cylindrical lithium-ion batteries, which are suitable for a wide range of uses, including watch batteries.
In January 2024, Panasonic introduced a new battery technology that aims to disrupt the industry by offering lower production costs, increased performance, and eco-friendliness. Although primarily aimed at electric vehicles, this technology could also influence the design and efficiency of smaller batteries used in watches.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.