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市场调查报告书
商品编码
1970970
海上采矿市场-全球产业规模、份额、趋势、机会、预测:依技术、金属、地区和竞争格局划分,2021-2031年Marine Mining Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Technology, By Metal, By Region & Competition, 2021-2031F |
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全球海上采矿市场预计将从 2025 年的 40.6 亿美元大幅成长至 2031 年的 242.6 亿美元,复合年增长率达 34.71%。
该产业的核心在于从深海海底开采矿产资源,包括块状海底硫化物、多金属结节和富钴结壳。市场成长主要受两大因素驱动:一是全球对可再生能源基础设施和电动汽车电池所需关键金属的需求不断增长;二是陆上矿石品位下降。这正在加速各国和企业寻求替代能源,以保障能源安全和推动绿色转型。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 40.6亿美元 |
| 市场规模:2031年 | 242.6亿美元 |
| 复合年增长率:2026-2031年 | 34.71% |
| 成长最快的细分市场 | 远程操作车辆 |
| 最大的市场 | 北美洲 |
然而,该产业在实施一项名为「矿业法」的综合监管和环境管治框架方面面临着许多障碍。这些国际矿业规则迟迟未能最终确定,给希望从探勘过渡到商业生产的相关人员带来了不确定性。根据国际海底管理局统计,截至2024年,共有21家承包商持有30份与深海矿产探勘相关的合同,这表明该行业仍处于评估阶段,仍在等待必要的法律澄清。
全球海上采矿市场的主要驱动力是电动车电池用金属需求的激增。随着汽车製造商加快生产以满足脱碳目标,陆上镍和钴供应短缺,促使人们寻求高等级海底资源作为替代品。这种供需缺口在预测中也显而易见。根据《加拿大矿业日誌》 2024年1月报道,到2030年,全球对铜和稀土元素的需求预计将增加40%。产业相关人员正透过投入大量资金用于采矿技术开发来应对市场波动,金属公司在其2024年11月的最新报告中指出,探勘和评估成本高达1,180万美元,便印证了这一点。
同时,各国为掌控矿产供应链所采取的策略性措施正在改变该领域的法规环境。各国政府优先考虑在国内采购关键矿产,以减少对外国供应商的依赖并降低地缘政治风险,这促使它们正式允许在公海以及专属经济区内进行探勘。路透社2024年1月报道,挪威议会通过一项决议,开放其28万平方公里领海用于矿产探勘,这是这一趋势的一个重要里程碑,也为国家主导的资源安全战略树立了先例。
阻碍全球海上采矿市场商业性发展的主要障碍是缺乏环境管治和法规结构,尤其是不完善的采矿法律。这种监管空白导致管治缺失,阻碍了营运商从探勘转向采矿,并有效地抑制了该行业的产生收入潜力。由于缺乏关于环境限制、营运标准和特许权使用费支付的既定国际规则,矿业公司无法获得商业性采矿所需的长期保险和资本投资,使其处于不确定状态,在勘探和维护方面投入资金,却无法获得明确的盈利预测。
监管机构内部日益增长的环境和地缘政治反对意见加剧了这个问题,使僵局长期持续。据国际海底管理局(ISA)称,截至2024年,已有32个成员国正式要求对深海采矿实施预防性暂停或暂停,这使得达成通过采矿法规所需的共识变得极其困难。这种日益加剧的外交阻力正在拖延采矿立法的最终定稿,并造成不稳定的法律环境,阻碍技术合作伙伴和机构投资者进入市场,从而冻结商业性成长的前景。
随着克拉里昂-克利珀顿矿带商业规模试点采矿试验的加速推进,以及营运商转向严格的经济检验,该产业正日趋成熟。主要企业纷纷发布详细的初步可行性研究报告,量化多金属结核矿计划的财务可行性,为商业营运树立标竿。例如,根据《北方矿业报》2025年8月报道,金属公司发布了NORI-D区块的初步可行性研究报告,显示其税后净现值为55亿美元。即使在监管方面仍存在诸多不确定性,这也能为相关人员提供必要的经济信心,从而做出最终的投资决策。
同时,深海矿产探勘计画正逐渐转向国家主导。这些项目是各国政府直接干预并确保重要矿产资源自给自足的措施。与在国际水域作业的私人公司不同,这些国家主导的倡议专注于在其专属经济区(EEZ)内开采资源,并正从政策阶段过渡到实际操作阶段,以降低地缘政治供应风险。根据《海洋学杂誌》2025年7月刊报道,日本政府已最终确定计画于2026年1月在南鸟岛附近海域启动深海泥矿开采试验。这标誌着一个并非纯粹出于商业性动机,而是出于国家安全利益驱动的新兴市场领域的建立。
The Global Marine Mining Market is projected to expand significantly, rising from USD 4.06 Billion in 2025 to USD 24.26 Billion by 2031, reflecting a CAGR of 34.71%. This sector centers on the harvesting of mineral resources like seafloor massive sulfides, polymetallic nodules, and cobalt-rich crusts from the deep ocean floor. The market's momentum is largely sustained by the escalating worldwide need for critical metals essential for renewable energy infrastructure and electric vehicle batteries, combined with the deteriorating quality of land-based ore grades, prompting nations and companies to seek alternative supplies for energy security and the green transition.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 4.06 Billion |
| Market Size 2031 | USD 24.26 Billion |
| CAGR 2026-2031 | 34.71% |
| Fastest Growing Segment | Remotely Operated Vehicles |
| Largest Market | North America |
However, the industry encounters a major hurdle regarding the implementation of a comprehensive regulatory and environmental governance framework, known as the Mining Code. The postponement in finalizing these international exploitation rules generates uncertainty for stakeholders wishing to move from exploration to commercial production. According to the International Seabed Authority, 21 contractors held 30 contracts for deep-sea mineral exploration in 2024, highlighting that the sector remains confined to the assessment stage while it awaits necessary legal clarification.
Market Driver
The primary force driving the global marine mining market is the skyrocketing demand for metals used in electric vehicle batteries. As car manufacturers accelerate production to meet decarbonization goals, the shortage of land-based nickel and cobalt supplies has fueled the pursuit of high-grade seabed alternatives. This disparity between supply and demand is highlighted by forecasts; according to the Canadian Mining Journal in January 2024, global demand for copper and rare earth metals is expected to increase by 40% by 2030. Industry participants are reacting by allocating substantial capital to develop extraction technologies despite market fluctuations, evidenced by The Metals Company reporting $11.8 million in exploration and evaluation expenses in their November 2024 update.
Concurrently, strategic efforts to achieve mineral supply chain sovereignty are transforming the regulatory environment of the sector. Governments are prioritizing the localization of critical mineral sourcing to lower reliance on foreign suppliers and mitigate geopolitical risks, leading nations to formally permit exploration within their exclusive economic zones rather than solely international waters. A significant milestone in this trend occurred when the Norwegian parliament, as reported by Reuters in January 2024, voted to open 280,000 square kilometers of national waters for mineral exploration, establishing a precedent for resource security strategies led by the state.
Market Challenge
The primary obstacle impeding the commercial advancement of the Global Marine Mining Market is the lack of a finalized environmental governance and regulatory framework, specifically the Mining Code. This regulatory gap creates a governance vacuum that hinders contractors from progressing from exploration to exploitation, effectively pausing the industry's potential for revenue generation. Without established international rules regarding environmental limits, operational standards, and royalty payments, mining firms are unable to secure the long-term insurance or capital investment needed for commercial extraction, leaving them in a state of uncertainty where cash is consumed by research and maintenance without a clear timeline for financial returns.
This issue is exacerbated by rising environmental and geopolitical opposition within the regulatory body, which extends the stalemate. According to the International Seabed Authority in 2024, 32 member nations officially called for a precautionary pause or moratorium on deep-sea mining, making the consensus required to adopt exploitation regulations significantly harder to achieve. This growing diplomatic resistance delays the Mining Code's finalization and indicates a volatile legal landscape that discourages technology partners and institutional investors from entering the market, thereby freezing its commercial growth prospects.
Market Trends
The sector is maturing through the acceleration of commercial-scale pilot mining tests in the Clarion-Clipperton Zone, as contractors shift toward rigorous economic validation. Leading industry players are issuing detailed pre-feasibility studies to quantify the financial viability of polymetallic nodule projects, creating a benchmark for commercial operations. For instance, The Northern Miner reported in August 2025 that The Metals Company released a prefeasibility study for its NORI-D block, showing an after-tax net present value of $5.5 billion, which provides stakeholders with the economic confidence needed to move toward final investment decisions despite ongoing regulatory uncertainties.
Simultaneously, there is a shift toward state-sponsored deep-sea mineral exploration programs, where governments intervene directly to ensure independence in critical minerals. Distinct from private companies targeting international waters, these state-led initiatives focus on extracting resources from their own Exclusive Economic Zones to reduce geopolitical supply risks, moving from policy phases to operational testing. As noted by Oceanographic Magazine in July 2025, the Japanese government has confirmed plans to begin deep-sea mud extraction trials near Minamitori Island by January 2026, establishing a market tier driven by sovereign security interests rather than purely commercial motives.
Report Scope
In this report, the Global Marine Mining Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Marine Mining Market.
Global Marine Mining 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: