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市场调查报告书
商品编码
1813312
稀土 (REE) 回收市场预测(至 2032 年):按来源、元素类型、技术、应用和地区分類的全球分析Rare Earth Element (REE) Recovery Market Forecasts to 2032 - Global Analysis By Source (Mining Waste, Industrial Waste, End-of-Life Products and Other Sources), Element Type, Technology, Application and By Geography |
根据 Stratistics MRC 的数据,全球稀土 (REE) 回收市场预计在 2025 年达到 4.286 亿美元,到 2032 年将达到 9.959 亿美元,预测期内的复合年增长率为 12.8%。
稀土回收是指从原生矿石、工业废料、电子废弃物和其他二次资源中提取、分离和纯化稀土元素 (REE) 以确保永续供应的过程。这些元素,包括钕、镝和铈,对于可再生能源、电动车、国防系统和消费性电子产品等先进技术至关重要。回收涉及多种技术,包括湿式冶金、火法冶金和生物沥取,以回收有价值的材料,同时最大限度地减少对环境的影响。随着全球对清洁能源和高科技设备的需求不断增长,稀土回收在资源安全、减少废弃物和发展循环经济方面发挥关键作用。
清洁能源和电动汽车产业的需求不断增长
马达和涡轮机中的高性能磁铁需要稳定的钕和镨供应。回收正成为优先事项,以减少对矿产资源的依赖并降低供应链风险。循环经济框架鼓励从工业废弃物和废弃电子产品中进行回收。政府支持的措施支持国内回收基础建设。这项转变加强了稀土回收在永续製造业中的作用。
环境和授权问题
排放、废弃物处理和土地使用的多层级授权延缓了开发进度。生态问题和社区阻力使设施位置变得复杂。小型企业可能缺乏应对监管环境的资源。政策实施的不确定性阻碍了私人投资。这些因素限制了敏感地区的市场扩张。
更严格的环境法规鼓励回收利用
国家资源回收目标已纳入循环经济政策。低影响处理和废弃物利用的奖励正在推动技术应用。与原始设备製造商的合作正在改善回收物流和材料可追溯性。社会对资源枯竭的担忧正在加强政策支持。这些因素正在推动稀土回收市场的成长。
回收基础设施和收集系统不成熟
缺乏标准化拆解程序降低了报废产品的回收率。非正规管道损害了材料品质和可追溯性。高昂的启动成本和技术壁垒阻碍了新市场的进入。先进的加工设施集中在特定区域,限制了全球准入。这些挑战威胁着扩充性和供应链的韧性。
新冠疫情严重扰乱了稀土(REE)回收市场,导致供应链中断、采矿活动减少以及回收计划延迟。运输限制和劳动力短缺阻碍了从报废产品中回收和加工稀土。汽车、电子和可再生能源等关键产业的需求波动也带来了不确定性。然而,这场危机也凸显了在地化供应链和永续復苏的重要性,并刺激了对回收技术的投资,以减少对原生矿产的依赖。
轻稀土(LREE)板块预计将在预测期内占据最大份额
轻稀土元素 (LREE) 预计将在预测期内占据最大的市场份额,因为它们广泛用于磁铁、催化剂和磨料。钕和铈等元素在电动车、电子产品和玻璃製造中至关重要。回收技术正在提高工业废弃物的产量和纯度。监管支援和工艺创新正在提高效率。充足的供应和较低的地缘政治风险有利于优先考虑轻稀土元素。该领域将继续在稀土回收量方面保持领先地位。
预计预测期内电池和储能领域将以最高的复合年增长率成长。
受清洁能源基础设施需求成长的推动,电池和储能产业预计将在预测期内实现最高成长率。稀土元素在电池合金和节能储能平台中至关重要。报废电动车电池和电网系统的回收正日益普及。自动化和智慧分类正在提高回收率。战略合作伙伴关係和政策奖励正在加速市场准入。随着储能成为全球脱碳的核心,该产业必将蓬勃发展。
由于日益重视循环经济实践和回收製程创新,预计北美将在预测期内占据最大的市场份额。各国政府和私人企业正致力于透过先进的废弃产品和工业废弃物流回收解决方案来减少对进口的依赖。与研究机构和清洁能源公司的策略合作正在提高回收效率。电动车、国防应用和可再生能源领域日益增长的需求,以及支持永续供应链发展的强大的政策框架,正在进一步加速区域倡议的推进。
预计亚太地区在预测期内的复合年增长率最高。这得益于广泛的工业活动、不断扩大的製造产能以及鼓励社区回收系统的政府支持计划。该地区各国正在投资大型设施来处理采矿废弃物和电子废弃物,以增强国内蕴藏量。电子、再生能源和汽车产业的扩张正在创造对回收元素的巨大需求。区域参与者优先考虑低成本、高收益的回收技术,跨境策略联盟也很常见,以确保资源安全。快速的都市化和基础设施发展继续推动回收生态系统的进步。
According to Stratistics MRC, the Global Rare Earth Element (REE) Recovery Market is accounted for $428.6 million in 2025 and is expected to reach $995.9 million by 2032 growing at a CAGR of 12.8% during the forecast period. Rare earth element recovery refers to the process of extracting, separating, and purifying rare earth elements (REEs) from primary ores, industrial residues, electronic waste, and other secondary sources to ensure their sustainable supply. These elements, such as neodymium, dysprosium, and cerium, are critical for advanced technologies including renewable energy, electric vehicles, defense systems, and consumer electronics. Recovery involves various techniques like hydrometallurgy, pyrometallurgy, and bioleaching to reclaim valuable materials while minimizing environmental impact. As global demand for clean energy and high-tech devices rises, rare earth element recovery plays a vital role in resource security, waste reduction, and circular economy development.
Rising demand from clean-energy and EV sectors
High-performance magnets in motors and turbines require consistent access to neodymium and praseodymium. Recycling is being prioritized to reduce reliance on mined sources and mitigate supply chain risks. Circular economy frameworks are promoting recovery from industrial waste and obsolete electronics. Government-backed initiatives are supporting domestic recycling infrastructure. These shifts are reinforcing the role of REE recovery in sustainable manufacturing.
Environmental and permitting challenges
Multi-tiered approvals for emissions, waste handling, and land use slow development timelines. Ecological concerns and community resistance complicate facility siting. Smaller firms may lack resources to navigate regulatory landscapes. Uncertainty around policy enforcement deters private investment. These factors are constraining market expansion in sensitive regions.
Stricter environmental regulations encouraging recycling
National targets for resource recovery are being embedded in circular economy policies. Incentives for low-impact processing and waste utilization are driving technology adoption. OEM partnerships are improving collection logistics and material traceability. Public concern over resource depletion is reinforcing policy support. These conditions are fostering growth in the REE recovery market.
Immature recycling infrastructure and collection systems
Lack of standardized dismantling procedures reduces recovery rates from end-of-life products. Informal channels compromise material quality and traceability. High setup costs and technical barriers deter new market entrants. Advanced processing facilities are concentrated in select geographies, limiting global access. These challenges threaten scalability and supply chain resilience.
The Covid-19 pandemic significantly disrupted the Rare Earth Element (REE) recovery market, causing supply chain interruptions, reduced mining activities, and delays in recycling projects. Restrictions on transportation and labor shortages hampered collection and processing of REEs from end-of-life products. Demand fluctuations from key sectors like automotive, electronics, and renewable energy also created uncertainty. However, the crisis highlighted the importance of localized supply chains and sustainable recovery, encouraging investments in recycling technologies to reduce dependency on primary mining sources.
The light rare earth elements (LREEs) segment is expected to be the largest during the forecast period
The light rare earth elements (LREEs) segment is expected to account for the largest market share during the forecast period due to their extensive use in magnets, catalysts, and polishing agents. Elements like neodymium and cerium are critical for EVs, electronics, and glass manufacturing. Recovery technologies are improving yield and purity from industrial waste streams. Regulatory support and process innovation are boosting efficiency. Abundant availability and lower geopolitical risk favor LREE prioritization. This segment will continue to lead in recovered REE volumes.
The batteries & energy storage segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the batteries & energy storage segment is predicted to witness the highest growth rate owing to rising demand for clean energy infrastructure. Rare earths are vital for battery alloys and energy-efficient storage platforms. Recycling from spent EV batteries and grid systems is gaining traction. Automation and smart sorting are enhancing recovery rates. Strategic collaborations and policy incentives are accelerating market entry. This segment is set for rapid growth as energy storage becomes central to global decarbonization.
During the forecast period, the North America region is expected to hold the largest market share is shaped by strong emphasis on circular economy practices and technological innovation in recycling processes. Governments and private firms are focusing on reducing reliance on imports through advanced recovery solutions from end-of-life products and industrial waste streams. Strategic collaborations with research institutions and clean energy companies are enhancing recovery efficiency. Increasing demand from electric vehicles, defense applications, and renewable energy sectors further accelerates regional initiatives, with robust policy frameworks supporting sustainable supply chain development.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR by extensive industrial activity, growing manufacturing capacities, and supportive government programs encouraging localized recovery systems. Countries in the region are investing in large-scale facilities to process mining waste and electronic waste, strengthening domestic reserves. Expanding electronics, renewable power, and automotive industries create significant demand for recovered elements. Regional players emphasize low-cost, high-yield recovery technologies, while strategic cross-border partnerships are common to ensure resource security. Rapid urbanization and infrastructure development continue to drive advancements in recovery ecosystems.
Key players in the market
Some of the key players in Rare Earth Element (REE) Recovery Market include Lynas Rare Earths Ltd., Iluka Resources Limited, MP Materials Corp., Aluminum Corporation of China Ltd. (Chinalco), China Northern Rare Earth Group, Arafura Rare Earths Ltd., Rare Element Resources Ltd., Texas Mineral Resources Corp., Neo Performance Materials Inc., Ucore Rare Metals Inc., Medallion Resources Ltd., REEtec AS, Eramet S.A., Minmetals Rare Earth Co., Ltd. and Rainbow Rare Earths Ltd.
In August 2025, Iluka signed a binding 15-year offtake agreement with Lindian Resources for up to 6,000 tonnes per annum of monazite concentrate from the Kangankunde project in Malawi. The deal includes a $32 million infrastructure loan and strategic veto rights, securing feedstock for Iluka's Eneabba refinery and strengthening Australia's domestic REE supply chain.
In July 2025, Lynas signed a non-binding MoU with Korea's JS Link to develop a 3,000-tonne NdFeB permanent magnet facility near its Kuantan, Malaysia plant. The partnership creates a vertically integrated supply chain for rare earth magnets, reducing dependence on Chinese sources and supporting clean energy technologies.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.