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市场调查报告书
商品编码
1700039
2032 年氯化锂市场预测:按类型、等级、纯度等级、功能、应用、最终用户和地区进行的全球分析Lithium Chloride Market Forecasts to 2032 - Global Analysis By Type, Grade, Purity Level, Function, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球氯化锂市场预计在 2025 年达到 23.8 亿美元,到 2032 年将达到 43 亿美元,预测期内的复合年增长率为 8.8%。
氯化锂(LiCl)是一种白色结晶质固体,是一种在有机溶剂和水中均高度溶解的无机物质。由于其吸湿性,它被广泛应用于工业,作为干燥系统中的干燥剂,硬焊和焊接中的助焊剂,以及在电解过程中生产锂金属。氯化锂也用于生化研究,特别是DNA和RNA的沉淀。
据美国地质调查局 (USGS) 称,锂产量正在稳步增长,以满足日益增长的锂离子电池需求。根据美国地质调查局的报告,全球锂产量将从 2023 年的 77,000 吨增加到 2024 年的 82,000 吨。
电池製造需求不断成长
锂离子电池的重要组成部分锂金属的合成依赖氯化锂作为前驱物。电动车 (EV)、便携式电子产品和可再生能源储存技术的迅速普及正在推动对锂基化合物的需求。世界各国政府正在推动交通运输业的电气化,并透过奖励广泛采用电动车来加速电池生产。此外,需要锂金属的固态电池的发展也增加了对氯化锂的需求。随着人们日益追求无碳氢化合物世界和能源独立,预计对锂离子和下一代电池的需求将保持在高位,从而导致氯化锂的使用量增加。
供应链限制和供应有限
生产氯化锂需要提取锂,这项工作在几个国家进行,主要包括智利、澳洲、中国和阿根廷。由于劳资纠纷、环境法规、地缘政治动盪或资源枯竭而导致的采矿作业中断可能导致供不应求和价格波动。此外,从硬岩中开采和从盐水池中提取锂是一个劳动密集的过程,需要数年才能完成,并且需要在任何新矿开采之前进行投资。这将造成供应链瓶颈,加剧全球锂资源竞争。
能源储存係统(ESS)的成长
向太阳能和风能等可再生能源的转变正在推动对有效能源储存解决方案的需求。对于大规模电网存储,锂离子电池因其高能量密度、长循环寿命和高效率而成为理想选择。随着政府和企业对永续能源基础设施的投资,能源储存系统对氯化锂的需求预计将会成长。此外,随着离网和混合电力解决方案在农村和工业地区变得越来越普遍,氯化锂已成为向清洁能源转变的关键要素。
市场波动和价格变化
锂需求、采矿量和投机交易都会影响氯化锂的价格,而氯化锂的价格波动很大。电动车和电池储存带来的锂热潮等高需求时期导致锂价格飙升,增加了最终消费者的氯化锂成本。另一方面,如果出现供应过剩的情况,就像2019年和2023年新采矿计划激增导致锂价下跌一样,可能会导致价格暴跌并阻碍对该行业的投资。此外,这种不可预测性给买家、投资者和製造商带来了财务风险,使长期产业计画更加困难。
COVID-19 疫情最初以多种方式影响了氯化锂市场,导致生产停顿、供应链中断以及关键终端使用产业的需求减少。停工和限制导致锂矿开采和加工设施暂时关闭,特别是在智利、阿根廷和澳洲等主要锂产区,造成供不应求和价格波动。此外,锂离子电池的主要用户—电子和汽车产业的放缓也降低了近期对氯化锂的需求。然而,随着经济开始好转,政府奖励策略以及对可再生能源和电动车(EV)的投资支持了锂市场的成长,推动了强劲的需求復苏。
预计预测期内无水氯化锂部分将达到最大幅度成长。
预计预测期内无水氯化锂部分将占最大的市场占有率。这种物质因其在广泛应用领域的适应性和效率而备受推崇。无水氯化锂是锂金属生产电解过程中不可或缺的电解质,有助于提取纯锂金属。它的吸湿特性使其成为工业干燥过程和空调系统中极佳的干燥剂,因为湿度控制对这些系统至关重要。此外,无水氯化锂在铝製造过程中用作助焊剂,以去除杂质,提高最终产品的品质。
预计在预测期内,电池级部分将以最高的复合年增长率成长。
预计电池级部分在预测期内将出现最高的成长率。这一成长主要是由于对锂离子电池的需求不断增长,锂离子电池对于快速成长的家用电器和电动车(EV)市场至关重要。电池级氯化锂的高纯度和低杂质含量使其成为需要可靠和有效能源储存的应用的必需品。此外,随着全球措施的核心转向永续能源解决方案和交通电气化,电池製造对优质氯化锂的需求预计将保持强劲成长轨迹。
预计亚太地区将在预测期内占据最大的市场占有率。该地区强大的製造业是这项优势的主要推动力,尤其是电子、汽车和能源储存产业,这些产业是锂离子电池的重要用户。中国是世界上最大的锂加工国和电池製造国,韩国、日本和中国是最大的电池生产国。强有力的政府政策支持向电动车 (EV)、可再生能源储存和电网稳定转变,正在推动该地区对高纯度氯化锂的需求。
预计北美地区在预测期内将呈现最高的复合年增长率。这是因为各领域对锂离子电池的需求正在增加。特别是在美国,电动车(EV)生产和可再生能源计划都严重依赖有效的能源储存技术,并且获得了大量投资。政府支持清洁能源的计划和电池製造技术的发展进一步推动了市场的发展。此外,建立强大的国内锂化合物供应链也是矿业公司与高科技公司伙伴关係的目标,以减少对进口的依赖并提高市场稳定性。
According to Stratistics MRC, the Global Lithium Chloride Market is accounted for $2.38 billion in 2025 and is expected to reach $4.30 billion by 2032 growing at a CAGR of 8.8% during the forecast period. An inorganic substance with a white, crystalline solid form and a high solubility in both organic solvents and water is lithium chloride (LiCl). Because of its hygroscopic properties, it is used extensively in industrial settings as a desiccant in drying systems, as a flux in brazing and welding, and in the electrolysis process to produce lithium metal. In biochemical research, lithium chloride is also used, especially in the precipitation processes of DNA and RNA.
According to the U.S. Geological Survey (USGS), lithium production has been steadily increasing to meet the growing demand for lithium-ion batteries. The USGS reports that global lithium production reached 82,000 metric tons in 2024, up from 77,000 metric tons in 2023.
Growing need for battery manufacturing
The synthesis of lithium metal, an essential component of lithium-ion batteries, depends on lithium chloride as a precursor. There is a growing need for lithium-based compounds due to the quick uptake of electric vehicles (EVs), portable electronics, and renewable energy storage technologies. Electrification of the transportation sector is being pushed by governments around the world, and battery production is being accelerated by incentives for EV adoption. Additionally, the need for lithium chloride is being fueled by developments in solid-state batteries, which need lithium metal. It is anticipated that the increasing global drive for decarburization and energy independence will maintain the high demand for lithium-ion and next-generation batteries, increasing the use of lithium chloride.
Supply chain limitations and limited availability
The extraction of lithium, which is primarily done in a few nations like Chile, Australia, China, and Argentina, is essential to the production of lithium chloride. Supply shortages and unstable prices can result from any interruption in mining operations brought on by labor strikes, environmental restrictions, geopolitical unrest, or resource depletion. Furthermore, hard rock mining and lithium extraction from brine pools are also labor-intensive processes that take years to complete and require investment before new mines can be opened. This leads to supply chain bottlenecks and heightened competition for lithium resources worldwide.
Growth of energy storage devices (ESS)
Effective energy storage solutions are becoming more and more necessary as a result of the move toward renewable energy sources like solar and wind. Large-scale grid storage is best served by lithium-ion batteries because of their high energy density, extended cycle life, and effectiveness. It is anticipated that the need for lithium chloride in energy storage systems will increase as governments and businesses make investments in sustainable energy infrastructure. Moreover, lithium chloride is positioned as a crucial element in the shift to cleaner energy as off-grid and hybrid power solutions get more and more popular in rural and industrial areas.
Market fluctuations and price volatility
The demand for lithium, mining output, and speculative trading all have an impact on the extremely volatile price of lithium chloride. High demand periods, like the lithium boom brought on by EVs and battery storage, have caused lithium prices to soar, increasing the cost of lithium chloride for final consumers. On the other hand, oversupply circumstances, such as those that occurred in 2019 and 2023, when a surge of new mining projects caused lithium prices to fall, can result in price crashes and deter investment in the industry. Additionally, long-term business planning is more difficult because of the financial risks that this unpredictability poses to buyers, investors, and manufacturers.
The COVID-19 pandemic initially caused production halts, supply chain disruptions, and decreased demand from important end-use industries, which had a mixed effect on the lithium chloride market. Supply shortages and price swings resulted from the temporary closure of lithium mining and processing facilities due to lockdowns and restrictions, especially in major lithium-producing regions like Chile, Argentina, and Australia. Furthermore, the short-term demand for lithium chloride decreased due to the slowdown in the electronics and automotive sectors, which are major users of lithium-ion batteries. But as economies started to improve, government stimulus plans and investments in renewable energy and electric vehicles (EVs) helped the lithium market grow and drove a robust demand recovery.
The Lithium Chloride Anhydrous segment is expected to be the largest during the forecast period
The Lithium Chloride Anhydrous segment is expected to account for the largest market share during the forecast period. This substance is highly prized for its adaptability and efficiency in a wide range of uses. An essential electrolyte in the electrolysis process of lithium metal production, anhydrous lithium chloride makes it easier to extract pure lithium metal. Since moisture control is crucial in industrial drying processes and air conditioning systems, its hygroscopic nature makes it a great desiccant. Moreover, anhydrous lithium chloride is used as a flux to eliminate impurities during the aluminum manufacturing process, enhancing the end product's quality.
The Battery Grade segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the Battery Grade segment is predicted to witness the highest growth rate. The growing need for lithium-ion batteries, which are essential to the quickly growing markets for consumer electronics and electric vehicles (EVs), is the main cause of this increase. Because of its high purity and low levels of impurities, battery-grade lithium chloride is crucial for applications needing dependable and effective energy storage. Additionally, the demand for premium lithium chloride in battery manufacturing is anticipated to maintain its strong growth trajectory as global initiatives increasingly center on sustainable energy solutions and the shift to electrified transportation.
During the forecast period, the Asia Pacific region is expected to hold the largest market share. The region's strong manufacturing sectors, especially in the electronics, automotive, and energy storage sectors-all of which are significant users of lithium-ion batteries-are the main drivers of this dominance. China is the largest lithium processor and battery manufacturer in the world, and South Korea, Japan, and China are the top producers of batteries. High-purity lithium chloride is in greater demand in the area due to robust government policies that support the switch to electric vehicles (EVs), renewable energy storage, and grid stabilization.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, driven by the growing need for lithium-ion batteries in a number of different sectors. The production of electric vehicles (EVs) and renewable energy projects, both of which mainly depend on effective energy storage technologies, are seeing significant investments in the United States in particular. Further driving the market are government programs supporting clean energy and developments in battery manufacturing technology. Moreover, a strong domestic supply chain for lithium compounds is also the goal of partnerships between mining companies and tech companies, which will lessen dependency on imports and improve market stability.
Key players in the market
Some of the key players in Lithium Chloride market include Albemarle Corporation, Honeywell International, Tokyo Chemicals Inc, Leverton Helm Ltd, FMC Corporation, Nippon Chemical Industries Co. Ltd, Sainor Laboratories Pvt Ltd, Alfa Aesar, Harshil Industries, Kanto Chemical Co., Inc., Axiom Corporation, Mody Chemi Pharma Ltd., Arena Minerals Inc., Suzhou Huizhi Lithium Energy Material Co. Ltd. and Otto Chemie Pvt Ltd.
In August 2024, Honeywell announced a significant expansion of its licensing agreement with AFG Combustion and its subsidiary, Greens Combustion Ltd., to include Callidus flares. This expanded agreement not only doubles the range of greenhouse gas-reducing Callidus Ultra Blue Hydrogen process burners but also enhances global customer support.
In July 2024, FMC Corporation announced it has signed a definitive agreement to sell its Global Specialty Solutions (GSS) business to Environmental Science US, LLC, known as Envu, an environmental science company providing innovations that protect and enhance the health of environments around the world.
In May 2024, Albemarle Corporation announced an innovative agreement with Martin Marietta Materials, Inc. a leading supplier of building materials - including aggregate, cement, ready mixed concrete and asphalt - to make beneficial use of extracted limestone material from Albemarle's proposed Kings Mountain Mine project.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.