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市场调查报告书
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1679180

2030 年石墨市场预测：按类型、形式、应用、最终用户和地区进行的全球分析

Graphite Market Forecasts to 2030 - Global Analysis by Type (Natural Graphite and Synthetic Graphite), Form (Powder, Granules, Blocks and Other Forms), Application, End User and By Geography
出版日期: | 出版商: Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3个工作天内

价格

根据 Stratistics MRC 的数据，全球石墨市场规模预计在 2024 年达到 78 亿美元，到 2030 年将达到 130.09 亿美元，预测期内的复合年增长率为 8.9%。

石墨是一种天然存在的结晶质碳，具有高电导性、润滑性和耐热性。石墨有天然的，也有合成的；天然石墨是从矿床中开采出来的，而合成石墨则是从富含碳的材料製成的。石墨广泛用于锂离子电池负极材料、炼钢电炉电极、高温耐火材料等。它也可用作润滑剂、煞车衬的组成部分以及电子设备中的温度控管材料。

根据国际能源总署 (IEA) 的数据，到 2030 年道路上的电动车数量预计将从 2020 年的 1,100 万辆增加到 1.45 亿辆。

锂离子电池需求不断成长

由于石墨是电池阳极的主要材料，因此对锂离子电池的需求不断增加极大地推动了石墨市场的发展。家用电子电器、可再生能源储存和电动车（EV）的快速成长推动了对高纯度石墨的需求不断增加。这种不断增长的需求推动了石墨开采、精製和合成石墨的生产。政府和企业也在投资电池供应链，增加了对石墨的需求，并鼓励对尖端电池技术的研究和环保的石墨采购。

环境问题和法规

由于生产成本上升、资源开采受到限制以及供应链运作受到监管，环境问题和严格的法规阻碍了石墨市场的发展。采矿和加工产业受到更严格的排放标准和永续性要求的约束，导致营运延迟和盈利下降。此外，政府关于碳排放和废弃物处理的法规阻碍了产业扩张和竞争，限制了市场成长。

石墨烯技术的进展

由于对高纯度石墨（石墨烯合成的关键原料）的需求不断增加，石墨烯技术的进步正在推动市场的发展。石墨烯卓越的强度、导电性和轻量化特性推动了电子、能源储存、复合材料和涂料领域的创新。随着企业在高性能材料、柔性萤幕和超级电容中使用石墨烯，对高品质石墨的需求日益增长。为了满足不断增长的市场需求，人们鼓励对采矿、精製和合成製造进行投资，从而提高了石墨的价值。

供应链约束

石墨产业供应链限制导致原材料短缺、生产延迟和成本上升，阻碍了成长。采矿、运输和加工中断将影响石墨的供应，进而影响电子、钢铁和电动车电池等产业。出口限制和地缘政治不稳定加剧了供应问题。这些限制导致价格波动并迫使企业寻找替代来源，进而影响市场稳定和长期规划。

COVID-19 的影响

COVID-19 疫情造成供应链瓶颈、采矿活动减少和工业需求下降，扰乱了亚太地区的石墨市场。停工影响了电动车生产和钢铁製造，这两个产业都是石墨的主要消费产业。然而，疫情后的復苏、锂离子电池需求的成长以及政府对清洁能源的倡议推动了市场成长，稳定了供应链并鼓励了对石墨生产和加工的新投资。

预计润滑油市场在预测期内将占据最大份额

由于石墨具有优异的润滑性、热稳定性和抗极压性，因此预计润滑剂部分将在预测期内占据最大的市场占有率。石墨基润滑剂广泛应用于工业机械、汽车应用以及传统油无法发挥作用的高温环境。对干式和固体润滑剂的需求不断增长，尤其是在金属加工、采矿和航太领域，正在推动石墨消费。此外，环保润滑剂的进步进一步刺激了需求并支持了市场成长。

预测期内，冶金业预计将以最高复合年增长率成长

预计冶金业将在预测期内呈现最高成长率，因为石墨电极对于电弧炉（EAF）的高温钢生产至关重要，而且随着钢铁业转向电力驱动的工艺，石墨电极的需求将会增加。此外，石墨的耐热性和润滑性使其成为耐火材料、模具和坩埚的必需材料。随着工业化和基础设施建设的不断推进，对高品质钢铁和合金的需求不断增长，进一步推动了冶金对石墨的需求。

占比最大的地区：

在预测期内，由于能源储存系统对锂离子电池的需求不断增加，预计北美将占据最大的市场占有率。该地区钢铁业的成长也推动了电弧炉对石墨电极的需求。此外，政府推动永续能源和国内石墨生产的项目正在减少对进口的依赖。石墨烯基应用的发展进一步推动了市场扩张。由于对永续技术的投资增加，北美高科技和工业石墨市场预计将实现稳步成长。

复合年增长率最高的地区：

由于电动车 (EV) 行业的需求，预计亚太地区在预测期内将呈现最高的复合年增长率。由于石墨对于耐火材料和铸件至关重要，快速的工业化、都市化和钢铁行业的成长将进一步刺激需求。虽然作为主要生产国的中国影响着全球供应动态，但对先进电池技术的投资增加正在推动市场成长。此外，政府推动可再生能源和能源储存解决方案的措施也促进了石墨产业的扩张。

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  • 公司简介
    • 对其他市场公司（最多 3 家公司）进行全面分析
    • 主要企业的 SWOT 分析（最多 3 家公司）
  • 地理细分
    • 根据客户兴趣对主要国家进行的市场估计、预测和复合年增长率（註：基于可行性检查）
  • 竞争性基准化分析
    • 根据产品系列、地理分布和策略联盟对主要企业基准化分析

目录

第一章执行摘要

第 2 章 前言

  • 概述
  • 相关利益者
  • 研究范围
  • 调查方法
    • 资料探勘
    • 资料分析
    • 资料检验
    • 研究途径
  • 研究资讯来源
    • 主要研究资讯来源
    • 二手研究资料资讯来源
    • 先决条件

第三章 市场走势分析

  • 驱动程式
  • 限制因素
  • 机会
  • 威胁
  • 应用分析
  • 最终用户分析
  • 新兴市场
  • COVID-19 的影响

第 4 章 波特五力分析

  • 供应商的议价能力
  • 买家的议价能力
  • 替代品的威胁
  • 新进入者的威胁
  • 竞争对手之间的竞争

5. 全球石墨市场类型

  • 天然石墨
    • 鳞片石墨
    • 非晶石墨
    • 石墨脉（块）
  • 合成石墨
    • 石墨电极
    • 碳纤维
    • 石墨块

6. 全球石墨市场按类型划分

  • 粉末
  • 颗粒
  • 堵塞
  • 其他形式

7. 全球石墨市场（按应用）

  • 耐火材料
  • 电池
  • 铸造厂
  • 润滑剂
  • 电极
  • 复合材料和聚合物
  • 其他用途

8. 全球石墨市场（依最终用户划分）

  • 冶金
  • 汽车与运输
  • 电子电器设备
  • 航太和国防
  • 建造
  • 其他最终用户

9. 全球石墨市场（按地区）

  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 英国
    • 义大利
    • 法国
    • 西班牙
    • 欧洲其他地区
  • 亚太地区
    • 日本
    • 中国
    • 印度
    • 澳洲
    • 纽西兰
    • 韩国
    • 其他亚太地区
  • 南美洲
    • 阿根廷
    • 巴西
    • 智利
    • 南美洲其他地区
  • 中东和非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 卡达
    • 南非
    • 其他中东和非洲地区

第十章 主要进展

  • 协议、伙伴关係、合作和合资企业
  • 收购与合併
  • 新产品发布
  • 业务扩展
  • 其他关键策略

第十一章 公司概况

  • AMG
  • Focus Graphite
  • GrafTech International Ltd.
  • Graphite India Limited
  • HEG Limited
  • Mason Resources Inc.
  • Mersen Group
  • Mitsubishi Chemical Group Corporation.
  • NextSource Materials
  • Nippon Carbon Co Ltd.
  • Northern Graphite Corp.
  • Nouveau Monde Graphite
  • NOVONIX Limited
  • Resonac Holdings Corporation
  • SGL Carbon
  • Syrah Resources Limited
  • Talga Group
  • Tokai Carbon Co., Ltd.
  • Toyo Tanso Co., Ltd.
  • Triton Mineral Limited
Product Code: SMRC28763

According to Stratistics MRC, the Global Graphite Market is accounted for $7.8 billion in 2024 and is expected to reach $13.009 billion by 2030 growing at a CAGR of 8.9% during the forecast period. Graphite is a naturally occurring form of crystalline carbon known for its high conductivity, lubricity, and heat resistance. It exists in both natural and synthetic forms, with natural graphite mined from deposits and synthetic graphite produced from carbon-rich materials. Graphite is widely used in lithium-ion batteries as an anode material, in steelmaking for electric arc furnace electrodes, and in refractories for high-temperature applications. It also serves as a lubricant, a component in brake linings, and a thermal management material in electronics.

According to the International Energy Agency (IEA), the number of electric vehicles on the road is expected to reach 145 million by 2030, up from 11 million in 2020.

Market Dynamics:

Driver:

Rising Demand for Lithium-Ion Batteries

The increasing demand for lithium-ion batteries is considerably driving the graphite market, as graphite is the major material used in battery anodes. The need for high-purity graphite is only increasing due to the quick growth of consumer electronics, renewable energy storage, and electric vehicles (EVs). Graphite mining, refinement, and synthetic graphite production are being driven by this increase in demand. Governments and businesses are also investing in battery supply chains, which increases the need for graphite and promotes research into cutting-edge battery technologies and environmentally friendly graphite sourcing.

Restraint:

Environmental Concerns and Regulations

Environmental issues and tight restrictions impede the graphite market by raising manufacturing costs, limiting resource extraction, and regulating supply chain operations. Mining and processing are impacted by stricter emission standards and sustainability requirements, which result in operational delays and lower profitability. Further impeding industry expansion and competition are governmental restrictions on carbon emissions and trash disposal, which limits market expansion.

Opportunity:

Advancements in Graphene Technology

Advances in graphene technology are propelling the market by increasing demand for high-purity graphite, a critical raw material in graphene synthesis. Innovations in electronics, energy storage, composites, and coatings are being fueled by graphene's exceptional strength, conductivity, and lightweight characteristics. High-quality graphite is becoming more and more necessary as businesses use graphene for high-performance materials, flexible screens, and supercapacitors. In order to fulfill the increasing market demand, investments in mining, refining, and synthetic manufacture are encouraged, which raises the value of graphite.

Threat:

Supply Chain Constraints

Supply chain constraints in the graphite industry stifle growth by resulting in raw material shortages, production delays, and higher costs. The availability of graphite is impacted by mining, transportation, and processing disruptions, which have an effect on sectors like electronics, steel, and EV batteries. Supply problems are made worse by export restrictions and geopolitical instability. These limitations affect market stability and long-term planning by causing price volatility and compelling businesses to look for alternate sources.

Covid-19 Impact

The COVID-19 pandemic disrupted the graphite market in the Asia-Pacific region by causing supply chain bottlenecks, reduced mining activities, and declining industrial demand. Lockdowns impacted EV production and steel manufacturing, key graphite-consuming sectors. However, post-pandemic recovery, increasing demand for lithium-ion batteries, and government initiatives for clean energy boosted market growth, stabilizing supply chains and driving renewed investments in graphite production and processing.

The Lubricants segment is expected to be the largest during the forecast period

The Lubricants segment is expected to account for the largest market share during the forecast period, due to graphite's excellent lubricity, thermal stability, and resistance to extreme pressures. Graphite-based lubricants are widely used in industrial machinery, automotive applications, and high-temperature environments where conventional oils fail. The growing demand for dry and solid lubricants, especially in metalworking, mining, and aerospace, boosts graphite consumption. Additionally, advancements in environmentally friendly lubricants further propel demand, thereby supporting market growth.

The metallurgy segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the metallurgy segment is predicted to witness the highest growth rate, as graphite electrodes are essential in electric arc furnaces (EAFs) for high-temperature steel production, increasing demand as the steel industry shifts toward electric-based processes. Additionally, graphite's heat resistance and lubricating properties make it crucial in refractories, molds, and crucibles. With growing industrialization and infrastructure development, the need for high-quality steel and alloys continues to rise, further boosting the demand for graphite in metallurgy.

Region with largest share:

During the forecast period, the North America region is expected to hold the largest market share because of the growing need for lithium-ion batteries in energy storage systems. The need for graphite electrodes in electric arc furnaces is also fueled by the region's growing steel sector. Furthermore, government programs promoting sustainable energy and homegrown graphite production lessen dependency on imports. Market expansion is further aided by developments in graphene-based applications. The market for graphite in high-tech and industrial applications in North America is expected to grow steadily due to rising investments in sustainable technology.

Region with highest CAGR:

Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, owing to demand from the electric vehicle (EV) industry. Rapid industrialization, urbanization, and the growing steel sector further boost demand, as graphite is essential in refractories and foundries. China, a dominant producer, influences global supply dynamics, while rising investments in advanced battery technologies enhance market growth. Additionally, government initiatives promoting renewable energy and energy storage solutions contribute to the expanding graphite industry.

Key players in the market

Some of the key players profiled in the Graphite Market include AMG, Focus Graphite, GrafTech International Ltd., Graphite India Limited, HEG Limited, Mason Resources Inc., Mersen Group, Mitsubishi Chemical Group Corporation., NextSource Materials, Nippon Carbon Co Ltd., Northern Graphite Corp., Nouveau Monde Graphite, NOVONIX Limited, Resonac Holdings Corporation, SGL Carbon, Syrah Resources Limited, Talga Group, Tokai Carbon Co., Ltd., Toyo Tanso Co., Ltd. and Triton Mineral Limited.

Key Developments:

In July 2024, Neste and Mitsubishi Corporation have agreed to establish a strategic partnership focusing on developing value chains for renewable chemicals and plastics for and with Japanese brands.

In June 2024, Technip Energies and Mitsubishi Chemical Corporation, announced that they are licensing an improved OXO alcohol technology, named 'OXO M-Process'. OXO alcohols are used as solvents in chemical manufacturing.

In April 2022, Origin Materials, Inc., and Mitsubishi Chemical Holdings Group (MCHG), announced a partnership to develop advanced chemicals and materials built on Origin Materials' patented technology platform.

Types Covered:

  • Natural Graphite
  • Synthetic Graphite

Forms Covered:

  • Powder
  • Granules
  • Blocks
  • Other Forms

Applications Covered:

  • Refractories
  • Batteries
  • Foundry
  • Lubricants
  • Electrodes
  • Composites & Polymers
  • Other Applications

End Users Covered:

  • Metallurgy
  • Automotive & Transportation
  • Electronics & Electricals
  • Aerospace & Defense
  • Construction
  • Other End Users

Regions Covered:

  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • Italy
    • France
    • Spain
    • Rest of Europe
  • Asia Pacific
    • Japan
    • China
    • India
    • Australia
    • New Zealand
    • South Korea
    • Rest of Asia Pacific
  • South America
    • Argentina
    • Brazil
    • Chile
    • Rest of South America
  • Middle East & Africa
    • Saudi Arabia
    • UAE
    • Qatar
    • South Africa
    • Rest of Middle East & Africa

What our report offers:

  • Market share assessments for the regional and country-level segments
  • Strategic recommendations for the new entrants
  • Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
  • Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
  • Strategic recommendations in key business segments based on the market estimations
  • Competitive landscaping mapping the key common trends
  • Company profiling with detailed strategies, financials, and recent developments
  • Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

  • Company Profiling
    • Comprehensive profiling of additional market players (up to 3)
    • SWOT Analysis of key players (up to 3)
  • Regional Segmentation
    • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
  • Competitive Benchmarking
    • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

  • 2.1 Abstract
  • 2.2 Stake Holders
  • 2.3 Research Scope
  • 2.4 Research Methodology
    • 2.4.1 Data Mining
    • 2.4.2 Data Analysis
    • 2.4.3 Data Validation
    • 2.4.4 Research Approach
  • 2.5 Research Sources
    • 2.5.1 Primary Research Sources
    • 2.5.2 Secondary Research Sources
    • 2.5.3 Assumptions

3 Market Trend Analysis

  • 3.1 Introduction
  • 3.2 Drivers
  • 3.3 Restraints
  • 3.4 Opportunities
  • 3.5 Threats
  • 3.6 Application Analysis
  • 3.7 End User Analysis
  • 3.8 Emerging Markets
  • 3.9 Impact of Covid-19

4 Porters Five Force Analysis

  • 4.1 Bargaining power of suppliers
  • 4.2 Bargaining power of buyers
  • 4.3 Threat of substitutes
  • 4.4 Threat of new entrants
  • 4.5 Competitive rivalry

5 Global Graphite Market, By Type

  • 5.1 Introduction
  • 5.2 Natural Graphite
    • 5.2.1 Flake Graphite
    • 5.2.2 Amorphous Graphite
    • 5.2.3 Vein (Lump) Graphite
  • 5.3 Synthetic Graphite
    • 5.3.1 Graphite Electrode
    • 5.3.2 Carbon Fiber
    • 5.3.3 Graphite Blocks

6 Global Graphite Market, By Form

  • 6.1 Introduction
  • 6.2 Powder
  • 6.3 Granules
  • 6.4 Blocks
  • 6.5 Other Forms

7 Global Graphite Market, By Application

  • 7.1 Introduction
  • 7.2 Refractories
  • 7.3 Batteries
  • 7.4 Foundry
  • 7.5 Lubricants
  • 7.6 Electrodes
  • 7.7 Composites & Polymers
  • 7.8 Other Applications

8 Global Graphite Market, By End User

  • 8.1 Introduction
  • 8.2 Metallurgy
  • 8.3 Automotive & Transportation
  • 8.4 Electronics & Electricals
  • 8.5 Aerospace & Defense
  • 8.6 Construction
  • 8.7 Other End Users

9 Global Graphite Market, By Geography

  • 9.1 Introduction
  • 9.2 North America
    • 9.2.1 US
    • 9.2.2 Canada
    • 9.2.3 Mexico
  • 9.3 Europe
    • 9.3.1 Germany
    • 9.3.2 UK
    • 9.3.3 Italy
    • 9.3.4 France
    • 9.3.5 Spain
    • 9.3.6 Rest of Europe
  • 9.4 Asia Pacific
    • 9.4.1 Japan
    • 9.4.2 China
    • 9.4.3 India
    • 9.4.4 Australia
    • 9.4.5 New Zealand
    • 9.4.6 South Korea
    • 9.4.7 Rest of Asia Pacific
  • 9.5 South America
    • 9.5.1 Argentina
    • 9.5.2 Brazil
    • 9.5.3 Chile
    • 9.5.4 Rest of South America
  • 9.6 Middle East & Africa
    • 9.6.1 Saudi Arabia
    • 9.6.2 UAE
    • 9.6.3 Qatar
    • 9.6.4 South Africa
    • 9.6.5 Rest of Middle East & Africa

10 Key Developments

  • 10.1 Agreements, Partnerships, Collaborations and Joint Ventures
  • 10.2 Acquisitions & Mergers
  • 10.3 New Product Launch
  • 10.4 Expansions
  • 10.5 Other Key Strategies

11 Company Profiling

  • 11.1 AMG
  • 11.2 Focus Graphite
  • 11.3 GrafTech International Ltd.
  • 11.4 Graphite India Limited
  • 11.5 HEG Limited
  • 11.6 Mason Resources Inc.
  • 11.7 Mersen Group
  • 11.8 Mitsubishi Chemical Group Corporation.
  • 11.9 NextSource Materials
  • 11.10 Nippon Carbon Co Ltd.
  • 11.11 Northern Graphite Corp.
  • 11.12 Nouveau Monde Graphite
  • 11.13 NOVONIX Limited
  • 11.14 Resonac Holdings Corporation
  • 11.15 SGL Carbon
  • 11.16 Syrah Resources Limited
  • 11.17 Talga Group
  • 11.18 Tokai Carbon Co., Ltd.
  • 11.19 Toyo Tanso Co., Ltd.
  • 11.20 Triton Mineral Limited

List of Tables

  • Table 1 Global Graphite Market Outlook, By Region (2022-2030) ($MN)
  • Table 2 Global Graphite Market Outlook, By Type (2022-2030) ($MN)
  • Table 3 Global Graphite Market Outlook, By Natural Graphite (2022-2030) ($MN)
  • Table 4 Global Graphite Market Outlook, By Flake Graphite (2022-2030) ($MN)
  • Table 5 Global Graphite Market Outlook, By Amorphous Graphite (2022-2030) ($MN)
  • Table 6 Global Graphite Market Outlook, By Vein (Lump) Graphite (2022-2030) ($MN)
  • Table 7 Global Graphite Market Outlook, By Synthetic Graphite (2022-2030) ($MN)
  • Table 8 Global Graphite Market Outlook, By Graphite Electrode (2022-2030) ($MN)
  • Table 9 Global Graphite Market Outlook, By Carbon Fiber (2022-2030) ($MN)
  • Table 10 Global Graphite Market Outlook, By Graphite Blocks (2022-2030) ($MN)
  • Table 11 Global Graphite Market Outlook, By Form (2022-2030) ($MN)
  • Table 12 Global Graphite Market Outlook, By Powder (2022-2030) ($MN)
  • Table 13 Global Graphite Market Outlook, By Granules (2022-2030) ($MN)
  • Table 14 Global Graphite Market Outlook, By Blocks (2022-2030) ($MN)
  • Table 15 Global Graphite Market Outlook, By Other Forms (2022-2030) ($MN)
  • Table 16 Global Graphite Market Outlook, By Application (2022-2030) ($MN)
  • Table 17 Global Graphite Market Outlook, By Refractories (2022-2030) ($MN)
  • Table 18 Global Graphite Market Outlook, By Batteries (2022-2030) ($MN)
  • Table 19 Global Graphite Market Outlook, By Foundry (2022-2030) ($MN)
  • Table 20 Global Graphite Market Outlook, By Lubricants (2022-2030) ($MN)
  • Table 21 Global Graphite Market Outlook, By Electrodes (2022-2030) ($MN)
  • Table 22 Global Graphite Market Outlook, By Composites & Polymers (2022-2030) ($MN)
  • Table 23 Global Graphite Market Outlook, By Other Applications (2022-2030) ($MN)
  • Table 24 Global Graphite Market Outlook, By End User (2022-2030) ($MN)
  • Table 25 Global Graphite Market Outlook, By Metallurgy (2022-2030) ($MN)
  • Table 26 Global Graphite Market Outlook, By Automotive & Transportation (2022-2030) ($MN)
  • Table 27 Global Graphite Market Outlook, By Electronics & Electricals (2022-2030) ($MN)
  • Table 28 Global Graphite Market Outlook, By Aerospace & Defense (2022-2030) ($MN)
  • Table 29 Global Graphite Market Outlook, By Construction (2022-2030) ($MN)
  • Table 30 Global Graphite Market Outlook, By Other End Users (2022-2030) ($MN)

Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.