钍市场:现状分析及预测(2024年～2032年)

在核电领域，钍因其效率更高、产生的放射性废物更少且比铀更安全而备受青睐。先进的核反应器技术需要钍，其主要开采自三种：独居石矿床、碳酸盐岩地层和碱性岩。随着越来越多的国家在拥有大量钍资源的同时，也需要环保的核能发电，并进一步改进熔盐堆技术，核电领域钍市场正在蓬勃发展。钍能够辅助提取稀土元素 (REE)，这为稀土元素在绿色能源和现代技术领域发挥关键作用，创造了更多潜在的市场机会。

由于对更安全、更永续的核能的需求不断增长，以及熔盐堆技术的进步，预计预测期内钍市场规模将以 6.7% 的强劲复合年增长率增长。印度和中国拥有丰富的钍矿资源，并计画扩大核能规模，因此可望成为主要的钍市场。印度一直透过其三阶段核电规划，将钍反应器作为长期能源计画进行推广。 2021年，熔盐堆（MSR）技术原型成功投入使用后，印度已成为世界领先的钍核电开发商。

依类型划分，钍市场可分为砂矿、碳酸盐岩、碱性岩及其他类型。其中，砂矿钍市场正以较高的复合年增长率成长。由于包括独居石在内的重矿砂含有钍生产所需的关键原料，砂矿钍市场正在蓬勃发展。印度、澳洲和巴西已成功利用沿海矿床为核能生产做出贡献，先进材料开发也需要更多的钍供应。与开采硬岩相比，这些矿床为企业提供了一种经济便捷的钍资源取得方式。由于环保采矿标准和政府支持钍勘探的项目，钍项目发展势头强劲。

依应用领域划分，钍市场可分为核能、航太与国防、医疗应用及工业应用。预测期内，核能领域的复合年增长率显着上升。全球对清洁能源的需求推动钍市场核电业务的成长。由于对气候变迁的担忧日益加剧，政府领导人和能源公司正在寻求新的燃料选择，而钍作为化石燃料的有效替代品脱颖而出。钍增强熔盐堆（MSR）产生的放射性废弃物污染较少，同时降低了研发核武的可能性。世界上钍储量丰富，这种燃料可以高效运作核电厂，且运作成本低廉。印度、中国和美国等几个主要国家正在钍反应器研究计画上投入大量资金，这有助于推动市场发展。

为了更了解钍产业的市场概况，本文基于北美（美国、加拿大及其他北美地区）、欧洲（德国、英国、法国、西班牙、义大利及其他地区）、亚太地区（中国、日本、印度、澳洲及其他地区）和其他地区的全球分布对市场进行了分析。随着亚太国家加大对核电发展的投入并青睐绿色能源系统，越来越多的国家加入了这一领域。亚太国家是核反应器中钍的最大用户，因为这些发电厂比铀燃烧反应器提供更好的安全性和长期电力。印度拥有世界上最多的钍矿床，因此在钍基反应器的研发方面处于领先地位。印度政府已製定明确行动计划，透过本土生产而非进口铀来生产钍基能源。中国正在透过营运熔盐反应器设施来开发钍反应堆，以实现其碳中和目标。日本将在规划能源发展体系的同时，将钍研究应用于核能。澳洲作为钍的国际供应国，正在研究这种天然燃料对未来核能发电的科学价值。亚太国家持续投资替代核燃料，因为它们需要更好的能源安全以及解决核废料和碳排放问题。随着多个地区政府与核子研究中心和私人核能业者合作，钍反应器计画已初具规模。亚太地区各国政府继续支持核电，支持研究和生产工作，以促进该地区核电的快速扩张。

市场的主要参与者包括American Rare Earths Limited，Cameco Corporation，China National Nuclear Corporation，Flibe Energy，Centrus Energy Corporation，Skyharbour Resources Limited，Copenhagen Atomics，Clean Core Thorium Energy, Inc，Indian Rare Earths Limited，TerraPower等。

本报告提供全球钍市场相关调查，市场概要，以及各类型，各用途，各地区的趋势，及加入此市场的主要企业简介等资讯。

目录

第1章 市场简介

第2章 调查手法或假设

第3章 摘要整理

第4章 市场动态

• 促进因素
• 机会
• 阻碍因素
• 趋势
• PESTEL分析
• 需求面分析
• 供给方面分析

第5章 价格分析

• 地区价格分析
• 价格的影响因素

第6章 全球钍市场收益(100万美元)，2022年～2032年预测

第7章 各类型市场分析

• 砂金矿
• 碳酸盐矿
• 碱性矿
• 其他矿

第8章 各用途市场分析

• 核能
• 航太及防卫
• 医疗
• 产业

第9章 各地区市场分析

• 北美
  • 美国
  • 加拿大
  • 其他
• 欧洲
  • 德国
  • 英国
  • 西班牙
  • 法国
  • 义大利
  • 其他
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 澳洲
  • 其他
• 其他各国

第10章 价值链分析

• 限制分析
• 市场参与企业清单

第11章 竞争情形

• 竞争仪表板
• 竞争的市场定位分析
• 波特五力分析

第12章 企业简介

• American Rare Earths Limited
• Cameco Corporation
• China National Nuclear Corporation
• Flibe Energy
• Centrus Energy Corporation
• Skyharbour Resources Limited
• Copenhagen Atomics
• Clean Core Thorium Energy, Inc.
• Indian Rare Earths Limited
• TerraPower

第13章 缩写与假设

第14章 附录

The nuclear energy business favors thorium due to its higher efficiency while creating less radioactive waste and providing better safety than uranium. Advanced reactor technologies need thorium, which is extracted mainly from three types of sites: monazite placer deposits, carbonatite formations, and alkaline rocks. The market for thorium in nuclear energy is developing because more nations require environmentally friendly nuclear power sources while possessing large thorium supplies, plus MSR technology boosts. The ability of thorium to help extract rare earth elements (REE) creates more potential market opportunities since REEs serve important functions in green energy technology and modern technology fields.

The Thorium Market is expected to grow at a robust CAGR of 6.7% during the forecast period, owing to the rising demand for safer, sustainable nuclear energy and advancements in molten salt reactor technology. India and China will grow as major thorium markets because these countries have significant thorium deposits and plans for nuclear expansion. Through its three-stage nuclear program, India has always promoted thorium nuclear reactors as a long-term energy plan. The nation became the leading global thorium nuclear developer after achieving MSR technology success with its prototype in 2021.

Based on Type, the market is categorized into Placer, Carbonatite, Alkaline Rocks, and Others. Among these, Placer Thorium market is growing with a significant CAGR. The Placer thorium market grows because heavy mineral sands with monazite contain the primary raw material needed for thorium production. India, Australia, and Brazil make good use of their coastland deposits to help supply nuclear energy production, with more supply needed for advanced materials development. Placer deposits provide companies with an economical and straightforward way to gain thorium supply more easily than hard rock mining operations. Thorium projects gain momentum from environmental mining standards, plus government programs that support discovering thorium.

Based on Application, the Thorium market is divided into Nuclear Energy, Aerospace & Defense, Medical Applications, and Industrial Use. The Nuclear Energy segment registered a significant CAGR during the forecast period. The worldwide need for clean energy creation drives the growth of nuclear power operations in the thorium market. Government leaders and energy firms want new fuel options because of rising climate fears, so thorium stands out as an effective replacement for fossil fuels. MSRs enhanced by thorium produce less pollution-friendly radioactive waste while decreasing the possibility of developing nuclear weapons. The world has much thorium available, and this fuel can run nuclear power plants at increased efficiency at low running costs. Several major nations, such as India, China, and the United States, put substantial money into thorium reactor research projects, which boosts market development.

For a better understanding of the market adoption of the Thorium industry, the market is analyzed based on its worldwide presence in countries such as North America (U.S.A., Canada, and Rest of North America), Europe (Germany, United Kingdom, France, Spain, Italy, and Rest of Europe), Asia-Pacific (China, Japan, India, Australia, and Rest of Asia-Pacific), Rest of World. More Asian-Pacific nations are joining this sector because they put money into nuclear power developments and support green energy systems. Pacific Asian nations are top users of thorium in nuclear reactors because these power plants deliver better safety and long-term power than uranium-burning reactors. Since India holds the most global thorium deposits, it leads research and development for thorium-based reactors. The Indian administration created distinct actions to produce thorium-based energy through home production instead of importing uranium. China moves thorium reactor development forward by running molten salt reactor facilities to reach its carbon neutrality goals. Japan uses thorium research to power nuclear energy while planning its energy development system. As an international supplier of thorium, Australia studies the scientific value of this natural fuel for future nuclear power production. Countries in APAC continue to invest in nuclear fuel alternatives because they need better energy security and solutions for nuclear waste plus carbon emissions. Thorium reactor projects have taken shape since multiple regional governments now partner nuclear research centers with private nuclear businesses. Governments in APAC continuously support nuclear power by backing research and production efforts to fuel its fast regional expansion.

Some of the major players operating in the market include American Rare Earths Limited, Cameco Corporation, China National Nuclear Corporation, Flibe Energy, Centrus Energy Corporation, Skyharbour Resources Limited, Copenhagen Atomics, Clean Core Thorium Energy, Inc., Indian Rare Earths Limited, and TerraPower.

TABLE OF CONTENTS

1.Market Introduction

• 1.1. Market Definitions
• 1.2. Main Objective
• 1.3. Stakeholders
• 1.4. Limitation

2.Research Methodology Or Assumption

• 2.1. Research Process of the Thorium Market
• 2.2. Research Methodology of the Thorium Market
• 2.3. Respondent Profile

3.Executive Summary

• 3.1. Industry Synopsis
• 3.2. Segmental Outlook
  • 3.2.1. Market Growth Intensity
• 3.3. Regional Outlook

4.Market Dynamics

• 4.1. Drivers
• 4.2. Opportunity
• 4.3. Restraints
• 4.4. Trends
• 4.5. PESTEL Analysis
• 4.6. Demand Side Analysis
• 4.7. Supply Side Analysis
  • 4.7.1. Merger & Acquisition
  • 4.7.2. Investment Scenario
  • 4.7.3. Industry Insights: Leading Startups and Their Unique Strategies

5.Pricing Analysis

• 5.1. Regional Pricing Analysis
• 5.2. Price Influencing Factors

6.Global Thorium Market Revenue (USD Mn), 2022-2032F

7.Market Insights By Type

• 7.1. Placer
• 7.2. Carbonatite
• 7.3. Alkaline Rocks
• 7.4. Others

8.Market Insights By Application

• 8.1. Nuclear Energy
• 8.2. Aerospace & Defense
• 8.3. Medical Applications
• 8.4. Industrial Use

9.Market Insights By Region

• 9.1. North America
  • 9.1.1. USA
  • 9.1.2. Canada
  • 9.1.3. Rest of NA
• 9.2. Europe
  • 9.2.1. Germany
  • 9.2.2. United Kingdom
  • 9.2.3. Spain
  • 9.2.4. France
  • 9.2.5. Italy
  • 9.2.6. Rest of Europe
• 9.3. Asia Pacific
  • 9.3.1. China
  • 9.3.2. India
  • 9.3.3. Japan
  • 9.3.4. Australia
  • 9.3.5. Rest of APAC
• 9.4. Rest of World

10.Value Chain Analysis

• 10.1. Marginal Analysis
• 10.2. List of Market Participants

11.Competitive Landscape

• 11.1. Competition Dashboard
• 11.2. Competitor Market Positioning Analysis
• 11.3. Porter Five Forces Analysis

12.Company Profiled

• 12.1. American Rare Earths Limited
  • 12.1.1. Company Overview
  • 12.1.2. Key Financials
  • 12.1.3. SWOT Analysis
  • 12.1.4. Product Portfolio
  • 12.1.5. Recent Developments
• 12.2. Cameco Corporation
• 12.3. China National Nuclear Corporation
• 12.4. Flibe Energy
• 12.5. Centrus Energy Corporation
• 12.6. Skyharbour Resources Limited
• 12.7. Copenhagen Atomics
• 12.8. Clean Core Thorium Energy, Inc.
• 12.9. Indian Rare Earths Limited
• 12.10. TerraPower

13.Acronyms & Assumption

14.Annexure