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市场调查报告书
商品编码
1943130

商业电池回收市场-全球产业规模、份额、趋势、机会及预测(依化学成分、电池类型、地区及竞争格局划分,2021-2031年)

Commercial Battery Recycling Market - Global Industry Size, Share, Trends, Opportunity, and Forecast Segmented By Chemistry, By Battery Type, By Region & Competition, 2021-2031F

出版日期: | 出版商: TechSci Research | 英文 181 Pages | 商品交期: 2-3个工作天内

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简介目录

全球商业电池回收市场预计将从 2025 年的 34.3 亿美元成长到 2031 年的 46.6 亿美元,复合年增长率为 5.24%。

该产业专注于废弃电池的收集、拆解和处理,主要来自电动车和固定式储能设备,旨在回收镍、钴和锂等关键资源。推动该市场发展的关键因素包括政府对废弃物管理的严格监管以及建立关键矿产国内供应的日益迫切的需求。根据国际能源总署 (IEA) 2024 年的报告,全球电池回收能力将超过每年 300 吉瓦时,这表明该行业正在迅速响应经济和监管方面的迫切需求。

市场概览
预测期 2027-2031
市场规模:2025年 34.3亿美元
市场规模:2031年 46.6亿美元
复合年增长率:2026-2031年 5.24%
成长最快的细分市场 带领
最大的市场 亚太地区

然而,该产业面临与高压、重型电池组运输相关的复杂物流和安全风险等重大挑战。开发将这些危险材料从分散的来源地安全运输到中央处理点所需的专用基础设施,会产生巨大的营运成本和监管复杂性。因此,建立高效的逆向物流网络仍然是一个主要障碍,有可能阻碍该行业充分利用不断增长的回收能力。

市场驱动因素

全球电动车的快速普及是全球商业电池回收市场原料供应的主要驱动力。随着内燃机汽车的淘汰加速,废弃电池的数量预计将大幅增长,这需要强大且工业规模的加工解决方案。这种电气化趋势决定了回收商需要具备更高的处理能力,以应对即将到来的锂离子电池组废弃处理量。根据国际能源总署(IEA)于2024年4月发布的《2024年全球电动车展望》,2023年电动车销量将达到约1,400万辆,比上年增长35%。这种快速普及必然导致原材料供应量的成长,迫使该产业扩大营运规模以满足未来的处理量需求。

同时,原物料供应链自给自足的趋势正在重塑市场动态,将回收提升为国家安全问题。各国政府正积极投资国内基础建设,以减少对外国矿产资源的依赖,力求在国内实现锂、钴等关键资源的循环利用。例如,2024年9月,美国能源局向25个国内电池和回收计画提供了超过30亿美元的津贴。类似的政治趋势也出现在欧洲,欧洲投资银行于2024年1月承诺向Northvolt的超级工厂和回收设施扩建项目提供约10.3亿美元的资金。

市场挑战

运输重型高压电池组所涉及的复杂物流和安全风险,对全球商业电池回收市场的成长构成了重大障碍。废电池,尤其是电动车废旧电池,由于有热失控和高压风险,被归类为9类危险品。运送这些电池组需要特殊的防火包装、特定的标籤,必须由经过认证的承运商运输,所有这些都会显着增加营运成本,远高于普通货物运输。此外,废弃电池来源地分散(从个体零售商到废品回收站),而回收点却集中化,导致逆向物流链分散,无法实现降低迴收成本所需的规模经济。

这些物流效率低下直接阻碍了业界为其不断扩张的加工设施确保稳定原料供应的能力。当运输成本超过可回收关键矿物的价值时,回收的经济奖励就会减弱,电池可能因此被排除在回收循环之外。电池数量的快速增长加剧了这一瓶颈:国际能源总署(IEA)指出,到2024年,全球电动车(EV)和储能係统的电池需求将接近1兆瓦时。大量重型和危险材料的涌入凸显了逆向物流日益增长的压力,并有可能限制市场回收能力的有效利用,除非建立更有效率的基础设施。

市场趋势

透过併购的策略性产业整合正在重塑市场格局。财务压力正促使大规模商品贸易公司收购专业回收企业。这一趋势的驱动因素包括:将陷入困境的回收资产整合到现有矿业和公司集团的资产组合中,以满足资本密集型基础设施扩张的需求,并直接获取再生材料。嘉能可收购Li-Cycle的资产就是一个典型的例子,巩固了其在该领域的地位。根据Waste Dive在2025年8月报道,嘉能可以4000万美元的竞标完成了这项收购,有效控制了这家回收企业在北美的加工能力。

同时,为了优化逆向物流并提高材料回收率,业界正朝着中心辐射式的收集和处理模式发展。透过在区域设施中分散进行危险电池组的机械破碎和惰性黑块转化,企业可以显着降低运输安全风险,然后再将材料运送到集中式枢纽进行最终的湿式冶金精炼。BASF开设了一家专注于该价值链的旗舰工厂,充分体现了这种营运模式的演变。根据《电池新闻》(Battery-News)2025年6月报道,位于施瓦茨海德的新工厂投产后,年处理能力为1.5万吨废弃旧电池和废料,用于下游化学回收工艺。

目录

第一章概述

第二章调查方法

第三章执行摘要

第四章:客户评价

第五章 全球商业电池回收市场展望

  • 市场规模及预测
    • 按金额
  • 市占率及预测
    • 依化学成分(铅、镍、钴、锂、其他金属)
    • 依电池类型(铅酸电池、镍镉电池、镍氢电池、锂离子电池)
    • 按地区
    • 按公司(2025 年)
  • 市场地图

6. 北美商业电池回收市场展望

  • 市场规模及预测
  • 市占率及预测
  • 北美洲:国家分析
    • 我们
    • 加拿大
    • 墨西哥

7. 欧洲商业电池回收市场展望

  • 市场规模及预测
  • 市占率及预测
  • 欧洲:国家分析
    • 德国
    • 法国
    • 英国
    • 义大利
    • 西班牙

8. 亚太地区商业电池回收市场展望

  • 市场规模及预测
  • 市占率及预测
  • 亚太地区:国家分析
    • 中国
    • 印度
    • 日本
    • 韩国
    • 澳洲

9. 中东和非洲商业电池回收市场展望

  • 市场规模及预测
  • 市占率及预测
  • 中东和非洲:国家分析
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 南非

10. 南美洲商业电池回收市场展望

  • 市场规模及预测
  • 市占率及预测
  • 南美洲:国家分析
    • 巴西
    • 哥伦比亚
    • 阿根廷

第十一章 市场动态

  • 司机
  • 任务

第十二章 市场趋势与发展

  • 併购
  • 产品发布
  • 最新进展

第十三章 全球商业电池回收市场:SWOT分析

第十四章 波特五力分析

  • 产业竞争
  • 新进入者的可能性
  • 供应商电力
  • 顾客权力
  • 替代品的威胁

第十五章 竞争格局

  • Umicore
  • Li-Cycle
  • Redwood Materials
  • Glencore
  • Exide Industries
  • Ecobat Technologies
  • Contemporary Amperex Technology Co. Ltd.
  • Fortum Oyj
  • Veolia Environnement SA
  • Johnson Controls International plc

第十六章 策略建议

第十七章:关于研究公司及免责声明

简介目录
Product Code: 16324

The Global Commercial Battery Recycling Market is projected to expand from a valuation of USD 3.43 Billion in 2025 to USD 4.66 Billion by 2031, registering a compound annual growth rate of 5.24%. This industry focuses on the collection, disassembly, and processing of spent batteries, largely derived from electric vehicles and stationary energy storage units, to reclaim essential materials like nickel, cobalt, and lithium. Key forces driving this market include rigorous government regulations on waste management and an increasing urgency to establish domestic supplies of critical minerals. As reported by the International Energy Agency in 2024, the global capacity for battery recycling surpassed 300 gigawatt-hours annually, demonstrating the sector's swift adaptation to these economic and regulatory demands.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 3.43 Billion
Market Size 2031USD 4.66 Billion
CAGR 2026-20315.24%
Fastest Growing SegmentLead
Largest MarketAsia Pacific

However, the industry faces substantial hurdles related to the intricate logistics and safety hazards involved in moving high-voltage, heavy battery packs. Developing the specialized infrastructure needed to securely transport these hazardous items from scattered sources to central processing hubs results in significant operational costs and regulatory complexities. Consequently, creating efficient reverse logistics networks remains a major barrier that threatens to hinder the industry's ability to fully exploit its growing recycling capacities.

Market Driver

The rapid global adoption of electric vehicles acts as the primary engine providing feedstock for the Global Commercial Battery Recycling Market. As the shift away from internal combustion engines accelerates, the quantity of batteries reaching the end of their lifecycle is expected to increase dramatically, requiring robust industrial-scale processing solutions. This surge in electric mobility dictates capacity needs for recyclers preparing for the wave of used lithium-ion packs; according to the International Energy Agency's 'Global EV Outlook 2024' from April 2024, electric car sales hit nearly 14 million in 2023, a 35% annual rise. This swift proliferation guarantees a growing material stream, compelling the industry to scale operations for future throughput.

Simultaneously, the push for sovereignty over raw material supply chains is redefining market dynamics by treating recycling as a matter of national security. Governments are aggressively funding local infrastructure to reduce reliance on foreign mineral extraction, aiming to circularize the supply of critical materials like lithium and cobalt within their borders. For instance, the U.S. Department of Energy awarded over $3 billion to 25 domestic battery and recycling projects in September 2024. Similar geopolitical momentum is evident in Europe, where the European Investment Bank committed approximately $1.03 billion in January 2024 to Northvolt for the expansion of its gigafactory and recycling facilities.

Market Challenge

The complex logistics and safety risks associated with transporting heavy, high-voltage battery packs present a formidable obstacle to the growth of the Global Commercial Battery Recycling Market. End-of-life batteries, especially from electric vehicles, are categorized as Class 9 hazardous goods due to their potential for thermal runaway and high voltage. Shipping these units necessitates specialized fire-resistant packaging, specific labeling, and transport by certified carriers, all of which drive operational expenses far higher than standard freight. Furthermore, the geographic dispersal of spent battery sources-ranging from individual dealerships to scrapyards-versus centralized recycling hubs creates a fragmented reverse supply chain that prevents the economies of scale needed to lower collection costs.

These logistical inefficiencies directly impede the industry's ability to secure a consistent feedstock for its expanding processing facilities. When transportation costs exceed the value of the recoverable critical minerals, the economic incentive to recycle diminishes, potentially leaving batteries stranded outside the recycling loop. This bottleneck is intensifying as battery volumes surge; the International Energy Agency noted in 2024 that global battery demand for EVs and storage neared 1 terawatt-hour. This massive influx of heavy, hazardous material highlights the escalating scale of the reverse logistics burden, which threatens to cap the effective utilization of the market's recycling capacity without streamlined infrastructure.

Market Trends

Strategic industry consolidation through mergers and acquisitions is reshaping the market, as financial pressures drive larger commodity entities to absorb specialized recyclers. This trend addresses the capital-intensive requirements of scaling infrastructure by integrating distressed recycling assets into the portfolios of established mining and trading conglomerates, thereby ensuring direct access to secondary raw materials. A prime example of this restructuring occurred when Glencore solidified its position in the sector by acquiring Li-Cycle's assets; as reported by Waste Dive in August 2025, Glencore completed the takeover with a $40 million bid, effectively securing control over the recycler's North American processing capabilities.

concurrently, the industry is shifting toward hub-and-spoke collection and processing models to optimize reverse logistics and improve material recovery rates. By decentralizing the mechanical shredding of hazardous battery packs into inert black mass at local facilities, companies can significantly reduce transportation safety risks before shipping the material to centralized hubs for final hydrometallurgical refining. This operational evolution was demonstrated when BASF inaugurated a major facility dedicated to this value chain; according to Battery-News in June 2025, the new Schwarzheide site began operations with an annual capacity of 15,000 tonnes of end-of-life batteries and scrap, intended to feed downstream chemical recovery processes.

Key Market Players

  • Umicore
  • Li-Cycle
  • Redwood Materials
  • Glencore
  • Exide Industries
  • Ecobat Technologies
  • Contemporary Amperex Technology Co. Ltd.
  • Fortum Oyj
  • Veolia Environnement S.A
  • Johnson Controls International plc

Report Scope

In this report, the Global Commercial Battery Recycling Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Commercial Battery Recycling Market, By Chemistry

  • Lead
  • Nickel
  • Cobalt
  • Lithium
  • other Metals

Commercial Battery Recycling Market, By Battery Type

  • Lead-Acid Batteries
  • Nickel-Cadmium Batteries
  • Nickel Metal Hydride Batteries
  • Lithium-Ion Batteries

Commercial Battery Recycling Market, By Region

  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • France
    • United Kingdom
    • Italy
    • Germany
    • Spain
  • Asia Pacific
    • China
    • India
    • Japan
    • Australia
    • South Korea
  • South America
    • Brazil
    • Argentina
    • Colombia
  • Middle East & Africa
    • South Africa
    • Saudi Arabia
    • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Commercial Battery Recycling Market.

Available Customizations:

Global Commercial Battery Recycling Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

  • 1.1. Market Definition
  • 1.2. Scope of the Market
    • 1.2.1. Markets Covered
    • 1.2.2. Years Considered for Study
    • 1.2.3. Key Market Segmentations

2. Research Methodology

  • 2.1. Objective of the Study
  • 2.2. Baseline Methodology
  • 2.3. Key Industry Partners
  • 2.4. Major Association and Secondary Sources
  • 2.5. Forecasting Methodology
  • 2.6. Data Triangulation & Validation
  • 2.7. Assumptions and Limitations

3. Executive Summary

  • 3.1. Overview of the Market
  • 3.2. Overview of Key Market Segmentations
  • 3.3. Overview of Key Market Players
  • 3.4. Overview of Key Regions/Countries
  • 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Commercial Battery Recycling Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Chemistry (Lead, Nickel, Cobalt, Lithium, other Metals)
    • 5.2.2. By Battery Type (Lead-Acid Batteries, Nickel-Cadmium Batteries, Nickel Metal Hydride Batteries, Lithium-Ion Batteries)
    • 5.2.3. By Region
    • 5.2.4. By Company (2025)
  • 5.3. Market Map

6. North America Commercial Battery Recycling Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Chemistry
    • 6.2.2. By Battery Type
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Commercial Battery Recycling Market Outlook
      • 6.3.1.1. Market Size & Forecast
        • 6.3.1.1.1. By Value
      • 6.3.1.2. Market Share & Forecast
        • 6.3.1.2.1. By Chemistry
        • 6.3.1.2.2. By Battery Type
    • 6.3.2. Canada Commercial Battery Recycling Market Outlook
      • 6.3.2.1. Market Size & Forecast
        • 6.3.2.1.1. By Value
      • 6.3.2.2. Market Share & Forecast
        • 6.3.2.2.1. By Chemistry
        • 6.3.2.2.2. By Battery Type
    • 6.3.3. Mexico Commercial Battery Recycling Market Outlook
      • 6.3.3.1. Market Size & Forecast
        • 6.3.3.1.1. By Value
      • 6.3.3.2. Market Share & Forecast
        • 6.3.3.2.1. By Chemistry
        • 6.3.3.2.2. By Battery Type

7. Europe Commercial Battery Recycling Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Chemistry
    • 7.2.2. By Battery Type
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Commercial Battery Recycling Market Outlook
      • 7.3.1.1. Market Size & Forecast
        • 7.3.1.1.1. By Value
      • 7.3.1.2. Market Share & Forecast
        • 7.3.1.2.1. By Chemistry
        • 7.3.1.2.2. By Battery Type
    • 7.3.2. France Commercial Battery Recycling Market Outlook
      • 7.3.2.1. Market Size & Forecast
        • 7.3.2.1.1. By Value
      • 7.3.2.2. Market Share & Forecast
        • 7.3.2.2.1. By Chemistry
        • 7.3.2.2.2. By Battery Type
    • 7.3.3. United Kingdom Commercial Battery Recycling Market Outlook
      • 7.3.3.1. Market Size & Forecast
        • 7.3.3.1.1. By Value
      • 7.3.3.2. Market Share & Forecast
        • 7.3.3.2.1. By Chemistry
        • 7.3.3.2.2. By Battery Type
    • 7.3.4. Italy Commercial Battery Recycling Market Outlook
      • 7.3.4.1. Market Size & Forecast
        • 7.3.4.1.1. By Value
      • 7.3.4.2. Market Share & Forecast
        • 7.3.4.2.1. By Chemistry
        • 7.3.4.2.2. By Battery Type
    • 7.3.5. Spain Commercial Battery Recycling Market Outlook
      • 7.3.5.1. Market Size & Forecast
        • 7.3.5.1.1. By Value
      • 7.3.5.2. Market Share & Forecast
        • 7.3.5.2.1. By Chemistry
        • 7.3.5.2.2. By Battery Type

8. Asia Pacific Commercial Battery Recycling Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Chemistry
    • 8.2.2. By Battery Type
    • 8.2.3. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Commercial Battery Recycling Market Outlook
      • 8.3.1.1. Market Size & Forecast
        • 8.3.1.1.1. By Value
      • 8.3.1.2. Market Share & Forecast
        • 8.3.1.2.1. By Chemistry
        • 8.3.1.2.2. By Battery Type
    • 8.3.2. India Commercial Battery Recycling Market Outlook
      • 8.3.2.1. Market Size & Forecast
        • 8.3.2.1.1. By Value
      • 8.3.2.2. Market Share & Forecast
        • 8.3.2.2.1. By Chemistry
        • 8.3.2.2.2. By Battery Type
    • 8.3.3. Japan Commercial Battery Recycling Market Outlook
      • 8.3.3.1. Market Size & Forecast
        • 8.3.3.1.1. By Value
      • 8.3.3.2. Market Share & Forecast
        • 8.3.3.2.1. By Chemistry
        • 8.3.3.2.2. By Battery Type
    • 8.3.4. South Korea Commercial Battery Recycling Market Outlook
      • 8.3.4.1. Market Size & Forecast
        • 8.3.4.1.1. By Value
      • 8.3.4.2. Market Share & Forecast
        • 8.3.4.2.1. By Chemistry
        • 8.3.4.2.2. By Battery Type
    • 8.3.5. Australia Commercial Battery Recycling Market Outlook
      • 8.3.5.1. Market Size & Forecast
        • 8.3.5.1.1. By Value
      • 8.3.5.2. Market Share & Forecast
        • 8.3.5.2.1. By Chemistry
        • 8.3.5.2.2. By Battery Type

9. Middle East & Africa Commercial Battery Recycling Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Chemistry
    • 9.2.2. By Battery Type
    • 9.2.3. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Commercial Battery Recycling Market Outlook
      • 9.3.1.1. Market Size & Forecast
        • 9.3.1.1.1. By Value
      • 9.3.1.2. Market Share & Forecast
        • 9.3.1.2.1. By Chemistry
        • 9.3.1.2.2. By Battery Type
    • 9.3.2. UAE Commercial Battery Recycling Market Outlook
      • 9.3.2.1. Market Size & Forecast
        • 9.3.2.1.1. By Value
      • 9.3.2.2. Market Share & Forecast
        • 9.3.2.2.1. By Chemistry
        • 9.3.2.2.2. By Battery Type
    • 9.3.3. South Africa Commercial Battery Recycling Market Outlook
      • 9.3.3.1. Market Size & Forecast
        • 9.3.3.1.1. By Value
      • 9.3.3.2. Market Share & Forecast
        • 9.3.3.2.1. By Chemistry
        • 9.3.3.2.2. By Battery Type

10. South America Commercial Battery Recycling Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Chemistry
    • 10.2.2. By Battery Type
    • 10.2.3. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Commercial Battery Recycling Market Outlook
      • 10.3.1.1. Market Size & Forecast
        • 10.3.1.1.1. By Value
      • 10.3.1.2. Market Share & Forecast
        • 10.3.1.2.1. By Chemistry
        • 10.3.1.2.2. By Battery Type
    • 10.3.2. Colombia Commercial Battery Recycling Market Outlook
      • 10.3.2.1. Market Size & Forecast
        • 10.3.2.1.1. By Value
      • 10.3.2.2. Market Share & Forecast
        • 10.3.2.2.1. By Chemistry
        • 10.3.2.2.2. By Battery Type
    • 10.3.3. Argentina Commercial Battery Recycling Market Outlook
      • 10.3.3.1. Market Size & Forecast
        • 10.3.3.1.1. By Value
      • 10.3.3.2. Market Share & Forecast
        • 10.3.3.2.1. By Chemistry
        • 10.3.3.2.2. By Battery Type

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

  • 12.1. Merger & Acquisition (If Any)
  • 12.2. Product Launches (If Any)
  • 12.3. Recent Developments

13. Global Commercial Battery Recycling Market: SWOT Analysis

14. Porter's Five Forces Analysis

  • 14.1. Competition in the Industry
  • 14.2. Potential of New Entrants
  • 14.3. Power of Suppliers
  • 14.4. Power of Customers
  • 14.5. Threat of Substitute Products

15. Competitive Landscape

  • 15.1. Umicore
    • 15.1.1. Business Overview
    • 15.1.2. Products & Services
    • 15.1.3. Recent Developments
    • 15.1.4. Key Personnel
    • 15.1.5. SWOT Analysis
  • 15.2. Li-Cycle
  • 15.3. Redwood Materials
  • 15.4. Glencore
  • 15.5. Exide Industries
  • 15.6. Ecobat Technologies
  • 15.7. Contemporary Amperex Technology Co. Ltd.
  • 15.8. Fortum Oyj
  • 15.9. Veolia Environnement S.A
  • 15.10. Johnson Controls International plc

16. Strategic Recommendations

17. About Us & Disclaimer