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市场调查报告书
商品编码
1965480

锂市场－全球产业规模、份额、趋势、机会、预测：按产品、应用、地区和竞争对手划分，2021-2031年

Lithium Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Product, By Application, By Region & Competition, 2021-2031F
出版日期: | 出版商: TechSci Research | 英文 185 Pages | 商品交期: 2-3个工作天内

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简介目录

全球锂市场预计将从 2025 年的 89.9 亿美元成长到 2031 年的 121.4 亿美元，复合年增长率为 5.13%。

锂因其卓越的电化学性能和高能量密度而备受青睐，是高效可充电电池生态系统的基础。市场上涨趋势主要受全球加速向电动车转型以及为促进可再生能源併网而对电网级储能的迫切需求所驱动，而国际脱碳政策和政府奖励又进一步推动了这一趋势，从而保障了电池级材料的工业需求。

市场概览
预测期 2027-2031
市场规模：2025年 89.9亿美元
市场规模：2031年 121.4亿美元
复合年增长率：2026-2031年 5.13%
成长最快的细分市场 碳酸盐
最大的市场 亚太地区

然而，挑战依然严峻，尤其是在供应链僵化和新矿产能运作延迟导致的价格剧烈波动方面。这种不稳定性阻碍了依赖可预测成本结构的汽车製造商和电池製造商的长期投资计画。根据美国地质调查局（USGS）的报告，预计到2024年，全球锂消费量将达到22万吨。这项数据凸显了供应链中为避免未来供不应求所需的庞大物料流动。

市场驱动因素

全球电动车的快速发展正成为锂产业的重要驱动力，从根本上改变了整个汽车产业的原料采购模式。随着製造商逐步淘汰内燃机，正极材料生产所需的氢氧化锂和碳酸锂的需求激增，这代表着交通运输业的结构性变革，而非昙花一现的趋势。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年全球电动车销量将达到约1,400万辆。如此庞大的需求规模正迫使上游供应链迅速扩大采矿产能，以避免阻碍电气化进程的瓶颈出现。

同时，大规模能源储存系统的普及正成为一股至关重要的次要驱动力，推动着汽车产业以外的能源消耗成长。电力公司正在加速部署大规模锂离子电池，以应对可再生能源的间歇性，并在用电尖峰时段维持电网稳定。根据美国能源资讯署（EIA）发布的2024年2月月度储能库存统计数据，美国开发商计划在2024年新增14.3吉瓦的电池容量。为了满足电力和交通运输业的综合需求，澳洲工业、科学和资源部预测，2024年全球锂产量将达到约130万吨碳酸锂当量，凸显了该产业为满足不断增长的需求而做出的努力。

市场挑战

锂价剧烈波动严重阻碍了全球锂市场的稳定成长，为那些必须投入大量开发计划的生产商带来了不稳定的局面。当市场价格因供需暂时失衡而暴跌时，矿业公司往往被迫缩减营运规模或延后投资决策以保障自身财务健康。这种被动应对方式导致供应链持续脆弱，延缓了关键矿业基础设施的建设，并削弱了市场维持永续成长的能力。

近期市场波动清晰地展现了这种不稳定性，并对长期策略规划产生了重大影响。正如国际能源总署（IEA）在2024年指出的那样，锂价在经历了近年来的大幅上涨后，已经下跌了80%以上。如此快速的价格下跌削弱了高成本采矿作业的经济可行性，迫使生产者重新评估其扩张计画。因此，市场出现繁荣与萧条的周期性波动，阻碍了建立能够可靠满足未来需求的稳健供应基础所需的持续投资。

市场趋势

汽车製造商对锂供应链的垂直整合是筹资策略的重要转捩点。製造商正转向直接投资上游矿产资产，以管理供应风险。他们不再局限于传统的承购协议，而是透过收购所有权来确保其电气化目标所需的原料供应。例如，根据《矿业技术》2024年10月报道，通用汽车同意投资6.25亿美元，透过与Lithium Americas的合资企业收购Saccapass矿计划38%的资产股权。这表明，汽车製造商正开始在采矿领域扮演积极角色，以避免市场波动风险并确保长期资源供应。

同时，直接锂提取（DLE）技术的商业化进程正在推进，与传统的蒸发池法相比，该技术能够快速处理卤水资源，并显着降低对环境的影响，从而重塑生产方式。这项技术创新使生产商能够利用低品位矿床，缩短产品上市时间，并满足了业界对高效提取技术的迫切需求。根据Elamet公司2024年7月发布的关于其位于阿根廷的直接锂提取工厂的新闻稿，新运作的Centenario工厂计划在全面运作后每年生产相当于24,000吨电池级碳酸锂。这代表着一项重要的供应端创新，使生产摆脱了对天气模式和蒸发週期的依赖。

目录

第一章概述

第二章：调查方法

第三章执行摘要

第四章：客户心声

第五章：全球锂市场展望

  • 市场规模及预测
    • 按金额
  • 市占率及预测
    • 依产品类型（碳酸盐、氢氧化物、氯化物、金属、其他）
    • 依应用领域（电池、玻璃/陶瓷、润滑剂、聚合物、冶金、医疗、空气处理、其他）
    • 按地区
    • 按公司（2025 年）
  • 市场地图

第六章：北美锂市场展望

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

第七章：欧洲锂市场展望

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

第八章：亚太地区锂市场展望

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

第九章：中东和非洲锂市场展望

  • 市场规模及预测
  • 市占率及预测
  • 中东与非洲：国别分析
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 南非

第十章：南美洲锂市场展望

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

第十一章 市场动态

  • 促进因素
  • 任务

第十二章 市场趋势与发展

  • 併购
  • 产品发布
  • 近期趋势

第十三章：全球锂市场：SWOT分析

第十四章：波特五力分析

  • 产业竞争
  • 新进入者的潜力
  • 供应商的议价能力
  • 顾客权力
  • 替代品的威胁

第十五章 竞争格局

  • Arcadium Lithium PLC
  • Albemarle Corporation
  • Sociedad QuImica y Minera de Chile SA
  • Tianqi Lithium Corp
  • International Lithium Corp.
  • LSC Lithium Corp
  • American Lithium Corp.
  • Avalon Advanced Materials Inc.
  • Sayona Mining Limited
  • Ganfeng Lithium Co., Ltd.

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: 23854

The Global Lithium Market is projected to expand from USD 8.99 Billion in 2025 to USD 12.14 Billion by 2031, registering a CAGR of 5.13%. Valued for its exceptional electrochemical potential and high energy density, lithium serves as the cornerstone for high-efficiency rechargeable battery ecosystems. The market's upward trajectory is primarily fueled by the accelerating global transition toward electric mobility and the essential demand for grid-scale energy storage to facilitate renewable power integration, both of which are supported by international decarbonization policies and government incentives that guarantee industrial demand for battery-grade materials.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 8.99 Billion
Market Size 2031USD 12.14 Billion
CAGR 2026-20315.13%
Fastest Growing SegmentCarbonate
Largest MarketAsia Pacific

However, significant hurdles persist, particularly regarding acute price volatility resulting from rigid supply chains and the sluggish pace of commissioning new extraction capacity. This instability disrupts long-term investment planning for automotive and battery producers who depend on predictable cost structures. As reported by the U.S. Geological Survey, global lithium consumption reached an estimated 220,000 tons in 2024, a statistic that underscores the immense volume of material flow required within supply chains to avert potential future deficits.

Market Driver

The rapidly increasing global adoption of electric vehicles functions as the primary catalyst for the lithium sector, fundamentally reshaping raw material procurement across the automotive industry. As manufacturers steadily move away from internal combustion engines, the demand for lithium hydroxide and carbonate needed for cathode production has surged, representing a structural transformation of the transport sector rather than a temporary trend. According to the International Energy Agency's 'Global EV Outlook 2024', released in April 2024, global electric car sales hit nearly 14 million units in 2023, a volume that places immense pressure on upstream supply chains to quickly expand extraction capabilities and avoid bottlenecks that could hinder electrification goals.

Concurrently, the proliferation of grid-scale energy storage systems acts as a vital secondary driver, broadening consumption beyond the automotive realm. Utilities are increasingly turning to massive lithium-ion batteries to handle the intermittency of renewable energy, thereby maintaining grid stability during peak usage. According to the U.S. Energy Information Administration's 'Preliminary Monthly Electric Generator Inventory' from February 2024, developers in the United States planned to add 14.3 gigawatts of battery storage capacity in 2024. To address the combined requirements of the utility and transport sectors, global lithium production was forecast by the Australian Department of Industry, Science and Resources to reach approximately 1.3 million tonnes of lithium carbonate equivalent in 2024, highlighting the industry's effort to align supply with growing demand.

Market Challenge

Severe price volatility stands as a significant barrier to the steady growth of the global lithium market, creating a precarious landscape for producers who must allocate massive capital to multi-year development projects. When market prices plummet unexpectedly due to temporary imbalances, mining firms often reduce operations or postpone investment decisions to safeguard their financial health. This reluctance delays the construction of essential extraction infrastructure, resulting in persistent supply chain fragility that undermines the market's ability to sustain consistent growth.

Recent market fluctuations vividly illustrate this instability, heavily influencing long-term strategic planning. As noted by the International Energy Agency in 2024, lithium prices dropped by more than 80% following the sharp spikes seen in prior years. Such drastic depreciation compromises the economic feasibility of higher-cost extraction initiatives and compels producers to reassess expansion plans, creating a boom-and-bust dynamic that discourages the sustained financial commitment necessary to establish a resilient supply base capable of reliably meeting future needs.

Market Trends

A pivotal shift in procurement strategies is evident in the vertical integration of lithium supply chains by automotive OEMs, who are now investing directly in upstream mining assets to manage supply risks. Moving beyond standard off-take contracts, manufacturers are acquiring ownership stakes to ensure feedstock availability for their electrification objectives. For instance, Mining Technology reported in October 2024 that General Motors agreed to invest a total of $625 million for a 38% asset-level stake in the Thacker Pass project through a joint venture with Lithium Americas, signaling that OEMs are becoming active players in the mining sector to shield themselves from volatility and secure long-term access to resources.

Concurrently, the commercialization of Direct Lithium Extraction (DLE) technologies is reshaping production by facilitating the rapid processing of brine resources with a notably smaller environmental footprint than conventional evaporation ponds. This technological advancement permits producers to utilize lower-grade reserves and speed up time-to-market, addressing the sector's urgent demand for more efficient extraction techniques. According to a July 2024 press release from Eramet regarding its direct lithium extraction plant in Argentina, the newly commissioned Centenario facility aims to produce 24,000 tonnes of battery-grade lithium carbonate equivalent annually at full capacity, representing a critical supply-side innovation that decouples production rates from weather patterns and evaporation cycles.

Key Market Players

  • Arcadium Lithium PLC
  • Albemarle Corporation
  • Sociedad QuImica y Minera de Chile S.A.
  • Tianqi Lithium Corp
  • International Lithium Corp.
  • LSC Lithium Corp
  • American Lithium Corp.
  • Avalon Advanced Materials Inc.
  • Sayona Mining Limited
  • Ganfeng Lithium Co., Ltd.

Report Scope

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

Lithium Market, By Product

  • Carbonate
  • Hydroxide
  • Chloride
  • Metals
  • Others

Lithium Market, By Application

  • Batteries
  • Glass & Ceramics
  • Lubricant
  • Polymers
  • Metallurgy
  • Medical
  • Air Treatment
  • Others

Lithium 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 Lithium Market.

Available Customizations:

Global Lithium 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 Lithium Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Product (Carbonate, Hydroxide, Chloride, Metals, Others)
    • 5.2.2. By Application (Batteries, Glass & Ceramics, Lubricant, Polymers, Metallurgy, Medical, Air Treatment, Others)
    • 5.2.3. By Region
    • 5.2.4. By Company (2025)
  • 5.3. Market Map

6. North America Lithium Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Product
    • 6.2.2. By Application
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Lithium 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 Product
        • 6.3.1.2.2. By Application
    • 6.3.2. Canada Lithium 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 Product
        • 6.3.2.2.2. By Application
    • 6.3.3. Mexico Lithium 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 Product
        • 6.3.3.2.2. By Application

7. Europe Lithium Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Product
    • 7.2.2. By Application
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Lithium 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 Product
        • 7.3.1.2.2. By Application
    • 7.3.2. France Lithium 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 Product
        • 7.3.2.2.2. By Application
    • 7.3.3. United Kingdom Lithium 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 Product
        • 7.3.3.2.2. By Application
    • 7.3.4. Italy Lithium 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 Product
        • 7.3.4.2.2. By Application
    • 7.3.5. Spain Lithium 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 Product
        • 7.3.5.2.2. By Application

8. Asia Pacific Lithium Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Product
    • 8.2.2. By Application
    • 8.2.3. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Lithium 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 Product
        • 8.3.1.2.2. By Application
    • 8.3.2. India Lithium 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 Product
        • 8.3.2.2.2. By Application
    • 8.3.3. Japan Lithium 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 Product
        • 8.3.3.2.2. By Application
    • 8.3.4. South Korea Lithium 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 Product
        • 8.3.4.2.2. By Application
    • 8.3.5. Australia Lithium 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 Product
        • 8.3.5.2.2. By Application

9. Middle East & Africa Lithium Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Product
    • 9.2.2. By Application
    • 9.2.3. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Lithium 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 Product
        • 9.3.1.2.2. By Application
    • 9.3.2. UAE Lithium 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 Product
        • 9.3.2.2.2. By Application
    • 9.3.3. South Africa Lithium 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 Product
        • 9.3.3.2.2. By Application

10. South America Lithium Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Product
    • 10.2.2. By Application
    • 10.2.3. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Lithium 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 Product
        • 10.3.1.2.2. By Application
    • 10.3.2. Colombia Lithium 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 Product
        • 10.3.2.2.2. By Application
    • 10.3.3. Argentina Lithium 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 Product
        • 10.3.3.2.2. By Application

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 Lithium 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. Arcadium Lithium PLC
    • 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. Albemarle Corporation
  • 15.3. Sociedad QuImica y Minera de Chile S.A.
  • 15.4. Tianqi Lithium Corp
  • 15.5. International Lithium Corp.
  • 15.6. LSC Lithium Corp
  • 15.7. American Lithium Corp.
  • 15.8. Avalon Advanced Materials Inc.
  • 15.9. Sayona Mining Limited
  • 15.10. Ganfeng Lithium Co., Ltd.

16. Strategic Recommendations

17. About Us & Disclaimer