首頁 > 市場調查報告書 > 能源/環境

電池

市場調查報告書

商品編碼

2038238

全球無 PFAS 電池市場（2026-2036 年）：技術、法規、公司和預測

The Global PFAS-Free Battery Market 2026-2036: Technologies, Regulation, Companies and Forecasts

出版日期: 2026年05月14日 | 出版商:

Future Markets, Inc. | 英文 215 Pages, 20 Tables, 39 Figures | 訂單完成後即時交付

價格

簡介目錄圖表

全球無 PFAS 電池市場正處於三大力量的交匯點：歐洲法規、美國州和聯邦政府的舉措，以及汽車和消費性電子產品製造商的採購主導努力。鋰離子電池製造對氟化學的依賴程度遠超其他任何現代工業流程。典型的 NMC 軟包電池以聚偏聚二氟亞乙烯磷酸鋰 (LiHF) 作為主要鹽，並添加氟代碳酸碳酸伸乙酯(FE) 和其他氟化添加劑，而 PTFE 在乾電極製程中的應用也日益廣泛。氟聚合物塗層也延伸至隔膜、集流體極耳、墊圈，甚至電池包級防火層。電動車級 NMC 電池中 PFAS 的總含量通常為 1.5% 至 3%（重量比）。

由五個成員國於2023年1月提交的歐洲化學品管理局（ECHA）REACH法規綜合提案，在2026年3月取得了決定性進展，風險評估委員會發布了最終意見，社會經濟分析委員會發布了草案。預計各委員會的最終意見將於2026年底前出爐，歐盟委員會將於2027年第三季通過該提案，法規將於2028年生效，此後將實施6.5至13.5年的行業豁免期。同時，美國「有毒物質管制法」（TSCA）第8(a)(7)條規定的報告義務將繼續有效至2026年10月，明尼蘇達州、緬因州和加州的法律也擴大透過引用的方式涵蓋電池材料。蘋果、寶馬、大眾、梅賽德斯-奔馳、Stellantis、雷諾、沃爾沃和特斯拉都已在監管截止日期前，在其供應商規範中明確規定了PFAS的減排要求。

本報告深入分析了全球無 PFAS 電池市場，並對無 PFAS 電池材料、電芯和電池組市場進行了全面分析。報告中還涵蓋了過去十年推動該市場轉型發展的技術、監管促進因素、市場規模和競爭格局。

The global PFAS-free battery market sits at the intersection of three converging forces: European regulation, US state and federal action, and procurement-led commitments from automotive and consumer-electronics offtakers. Lithium-ion battery manufacturing is among the most fluorochemistry-dependent of all modern industrial processes — a typical NMC pouch cell contains poly(vinylidene fluoride) as cathode binder, lithium hexafluorophosphate as the principal salt, fluoroethylene carbonate and other fluorinated additives, and increasingly PTFE in dry-electrode processing, with fluoropolymer coatings extending into separators, current-collector tabs, gaskets and pack-level fire-protection layers. Across an EV-grade NMC cell, total PFAS content typically falls between 1.5% and 3% by weight.

The European Chemicals Agency's universal REACH restriction proposal, submitted by five Member States in January 2023, advanced decisively in March 2026 with the Risk Assessment Committee's final opinion and the Socio-Economic Analysis Committee's draft opinion. Final committee opinions are expected by end-2026, European Commission adoption in Q3 2027, restriction entry into force in 2028, and sector-specific derogations running 6.5 to 13.5 years thereafter. In parallel, US TSCA Section 8(a)(7) reporting obligations apply through October 2026, and state-level laws in Minnesota, Maine and California increasingly capture battery materials by reference. Apple, BMW, Volkswagen, Mercedes-Benz, Stellantis, Renault, Volvo and Tesla have all written PFAS reduction into supplier specifications ahead of any regulatory deadline.

The Global PFAS-Free Battery Market 2026-2036: Technologies, Regulation, Companies and Forecasts provides a comprehensive analysis of the global PFAS-free battery materials, cells and packs market over 2026–2036, addressing the technologies, regulatory drivers, market sizing, and competitive landscape that will define this decade-long transition.

Report contents include:

Technical analysis of PFAS-bearing components in lithium-ion cells, including cathode and anode binders, electrolyte salts and additives, separator coatings, current-collector coatings, sealants, pouch laminates and pack-level fire-protection materials
Detailed regulatory analysis of EU REACH, US TSCA, US state-level laws, China, Japan, South Korea and other jurisdictions, including likely derogation timelines for battery applications
Material substitution pathways across PFAS-free binders, electrolytes, separators, sealants and pack-level materials, with performance benchmarking against incumbent fluoropolymer chemistries
Manufacturing process implications including NMP elimination, aqueous slurry conversion, dry-electrode trade-offs and gigafactory capex and opex implications
PFAS substitution analysis by chemistry - LFP, LMFP, NMC, NCA, LCO, sodium-ion, solid-state, lithium-sulfur, redox flow, lead-acid and NiMH
Application-level analysis across passenger BEVs, commercial vehicles and buses, grid-scale stationary energy storage, behind-the-meter storage, consumer electronics, and industrial, marine, aviation and defence applications
Three-scenario market forecasts (Slow, Base, Fast) covering materials segments, regions and cell production volumes
Competitive landscape assessment with strategic positioning matrices for materials suppliers and cell makers
Risk and bottleneck analysis covering regulatory, technical and commercial dimensions
Profiles of 94 companies across the PFAS-free battery materials, cells, processes and pack-level systems value chain. Companies profiled include Addionics, Advano, Anthro Energy, APB Corporation, Altex Technologies, Altris, Ateios Systems, BASF, Blue Current, Blue Solutions (Bollore LMP), BroadBit Batteries, BYD, Capchem, CarbonScape, CATL, CBAK Energy Technology, CellCube, Chemix, CMBlu Energy, Customcells / Cellforce, ENTEK, Eos Energy Enterprises, ESS Inc., EVE Energy, Factorial Energy, Farasis Energy, FDK Corporation, Flint, Forge Nano, Form Energy, Gotion High Tech, Group14 Technologies, Hansol Chemical and more....

1 EXECUTIVE SUMMARY

1.1 Why PFAS-free batteries, and why now
1.2 Key findings
1.3 The regulatory timeline at a glance
1.4 Global market forecasts, 2026-2036
1.5 Strategic implications
- 1.5.1 For battery cell manufacturers
- 1.5.2 For materials suppliers
- 1.5.3 For automakers and energy-storage integrators

2 PFAS IN BATTERIES: WHERE, WHY AND HOW MUCH

2.1 Definition and classification
2.2 PFAS-bearing components of a lithium-ion cell
2.3 Why PFAS have been hard to replace
2.4 Health and environmental concerns
2.5 Quantifying the PFAS footprint of the global battery industry

3 THE REGULATORYLANDSCAPE, 2023-2030

3.1 European Union: REACH universal PFAS restriction
- 3.1.1 Procedural timeline
- 3.1.2 RAC and SEAC positions
- 3.1.3 Likely derogations for batteries
- 3.1.4 Interaction with the EU Batteries Regulation (2023/1542)
3.2 United States
- 3.2.1 Federal: TSCA Section 8(a)(7)
- 3.2.2 State actions
3.3 China
3.4 Japan and South Korea
3.5 Other jurisdictions
3.6 Voluntary and procurement-driven phase-outs

4 PFAS-FREE BINDERS

4.1 Function and requirements of a battery binder
4.2 PVDF and its variants: the incumbent
4.3 Anode binders: largely already PFAS-free
4.4 Cathode binder alternatives
- 4.4.1 Acrylate-based aqueous binders (SA, PAA, PAA-Li)
- 4.4.2 Aromatic polyamide (aramid) binders
- 4.4.3 Bio-based polymers: lignin, alginate, cellulose derivatives
- 4.4.4 Thermoplastic elastomers
- 4.4.5 Dry-process PFAS-free binders
4.5 Performance comparison
4.6 SWOT - PFAS-free cathode binders
4.7 PFAS-free cathode binder market forecast

5 PFAS-FREE EELCTROLYTES

5.1 The electrolyte system: salt, solvent, additives
5.2 The lithium salt
- 5.2.1 LiPF6: the incumbent (and its regulatory status)
- 5.2.2 LiFSI and LiTFSI: fluorinated sulfonimide salts
- 5.2.3 Fluorine-free salts
5.3 PFAS-bearing solvents and additives
5.4 Solid and semi-solid electrolytes as a PFAS-free path
5.5 SWOT - PFAS-free electrolytes
5.6 Market forecast: PFAS-free electrolyte salts and additives

6 PFAS-FREE SEPARATORS

6.1 Separator basics
6.2 Ceramic-coated separators and PVDF binders
6.3 Aramid and non-woven alternatives

7 CURRENT COLLECTOR COATINGS, SEALANTS AND PACK MATERIALS

7.1 Aluminium and copper current-collector coatings
- 7.1.1 Function and incumbent chemistry
- 7.1.2 PFAS-free coating chemistries
- 7.1.3 Suppliers of carbon-coated current-collector foils
- 7.1.4 Strategic importance of carbon-coated foil supply
7.2 Tab welds, gaskets and hermetic seals
- 7.2.1 Function
- 7.2.2 Incumbent PFAS materials
- 7.2.3 PFAS-free alternatives
- 7.2.4 Suppliers of PFAS-free sealants and gaskets
- 7.2.5 Tab-weld interface materials
7.3 Pouch laminates and prismatic can liners
- 7.3.1 Pouch cell laminate construction
- 7.3.2 Major pouch laminate suppliers
7.4 Targray - distribution of multiple pouch film grades
- 7.4.1 Prismatic and cylindrical can liners
7.5 Pack-level structural materials
- 7.5.1 Structural adhesives and bonding
- 7.5.2 Dielectric and electrical-insulation coatings
- 7.5.3 Thermal interface materials (TIMs)
- 7.5.4 Vibration damping and structural foams
- 7.5.5 Cell-to-cell isolation pads (compressible thermal-runaway barriers)
7.6 Pack material substitution summary
7.7 Strategic implications

8 PFAS-FREE BATTERY-PACK FIRE PROTECTION

8.1 Why fire protection is the largest near-term PFAS-free opportunity
8.2 The thermal-runaway protection challenge
- 8.2.1 What pack fire protection has to do
- 8.2.2 Why fluorochemistry was historically the default
- 8.2.3 The substitution paradox
8.3 Three sub-segment families
- 8.3.1 Intumescent coatings
- 8.3.2 Ceramic and aerogel thermal barriers
- 8.3.3 Cell-to-cell isolation pads
8.4 Market forecast and competitive landscape
8.5 Application and platform dynamics
- 8.5.1 EV battery packs
- 8.5.2 Commercial vehicles, buses, heavy-duty trucks
- 8.5.3 Grid-scale stationary storage
- 8.5.4 Consumer electronics
- 8.5.5 Defence and aerospace
8.6 Supplier landscape and competitive positioning
8.7 Strategic implications

9 MANUFACTURING PROCESS IMPLICATIONS

9.1 The end of NMP
- 9.1.1 NMP's role in conventional Li-ion manufacturing
- 9.1.2 What aqueous slurry processing eliminates
- 9.1.3 The brownfield-greenfield asymmetry
9.2 Aqueous slurry process changes
- 9.2.1 Carbon-coated aluminium foil
- 9.2.2 Surface treatment of cathode active material
- 9.2.3 Rheology, viscosity and mixing
- 9.2.4 Drying-oven profiles
- 9.2.5 Calendering and porosity
- 9.2.6 The cumulative qualification cost
9.3 Dry electrode processes
- 9.3.1 Why PTFE is hard to replace
- 9.3.2 The three architectural alternatives
- 9.3.3 Other dry-process equipment suppliers
- 9.3.4 The strategic dilemma for cell makers
9.4 The three competing manufacturing routes
9.5 Capex and opex implications
9.6 Quality control and process analytical technology
9.7 Process equipment vendors and the manufacturing ecosystem
9.8 Manufacturing-readiness summary by application
9.9 Strategic implications

10 PFAS CONSIDERATIONS BY BATTERY CHEMISTRY

10.1 LFP (lithium iron phosphate)
- 10.1.1 Why LFP is the easiest
- 10.1.2 Energy density and cost trajectory under PFAS substitution
- 10.1.3 Chinese LFP capacity and the structural PFAS-free position
- 10.1.4 European, US and Indian LFP capacity build-out
- 10.1.5 LMFP and the energy-density gap to NMC
- 10.1.6 Cell formats and integration architectures
- 10.1.7 LFP/LMFP recycling and end-of-life PFAS implications
- 10.1.8 LFP substitution timeline
10.2 NMC and NCA (nickel-rich layered oxides)
- 10.2.1 The compounding substitution challenge
- 10.2.2 NMC sub-chemistry detail
- 10.2.3 Cathode active material supply chain and surface treatments
- 10.2.4 Korean cell maker positioning in detail
- 10.2.5 European premium NMC players
- 10.2.6 Tesla 4680 and the dry-process question
- 10.2.7 Other major NMC/NCA cell makers
- 10.2.8 NMC cost trajectory under PFAS substitution
- 10.2.9 NMC timeline
10.3 LCO (lithium cobalt oxide) and other consumer-electronics chemistries
- 10.3.1 LCO and consumer-cell players
- 10.3.2 Specialty consumer chemistries
10.4 Sodium-ion batteries
- 10.4.1 Three Na-ion cathode families in detail
- 10.4.2 Hard carbon anode supply chain
- 10.4.3 Sodium-ion electrolytes
- 10.4.4 Chinese Na-ion cell makers
- 10.4.5 Western, Indian and other Na-ion players
- 10.4.6 Na-ion market trajectory
10.5 Solid-state batteries
- 10.5.1 Three solid electrolyte families
- 10.5.2 Cell maker landscape - sulfide-based
- 10.5.3 Cell maker landscape - oxide-based
- 10.5.4 Polymer-electrolyte and hybrid
- 10.5.5 Lithium-metal anode programmes
- 10.5.6 ASB substitution timeline
- 10.5.7 Li-S players
10.6 Redox flow batteries
- 10.6.1 Membrane alternatives
- 10.6.2 Vanadium flow players
10.7 Lead-acid, NiMH and primary cells

11 APPLICATIONS

11.1 The application landscape,
11.2 Passenger battery electric vehicles
- 11.2.1 Demand structure
- 11.2.2 What's driving PFAS-free conversion in BEVs
- 11.2.3 The cell supply structure
- 11.2.4 Forecast
11.3 Commercial vehicles, buses and trucks
- 11.3.1 Demand structure
- 11.3.2 What's driving PFAS-free conversion in commercial vehicles
- 11.3.3 Forecast
11.4 Grid-scale stationary energy storage
- 11.4.1 Demand structure
- 11.4.2 What's driving PFAS-free conversion in grid storage
- 11.4.3 System integrators and project developers
- 11.4.4 Forecast
11.5 Behind-the-meter storage (commercial, industrial, residential)
- 11.5.1 Demand structure
- 11.5.2 What's driving conversion
- 11.5.3 Forecast
11.6 Consumer electronics
- 11.6.1 Demand structure
- 11.6.2 What's driving conversion
- 11.6.3 Forecast
11.7 Industrial, marine, aviation and defence
- 11.7.1 Demand structure
- 11.7.2 Notable players
- 11.7.3 Forecast
11.8 Cross-application synthesis

12 GLOBAL MARKET FORECASTS 2026-2036

12.1 Methodology
- 12.1.1 Scenario definitions
12.2 Three-scenario total PFAS-free battery materials forecast
12.3 Forecast by region, 2036 (Base scenario)
- 12.3.1 Regional dynamics
12.4 PFAS-free Li-ion cell production forecast (GWh)

13 COMPETITIVE LANDSCAPE

13.1 Materials suppliers - landscape overview
13.2 Strategic positioning matrix
13.3 Cell makers - public PFAS-free positions
13.4 Strategic positioning matrix visualisation

14 RISKS, BOTTLENECKS AND OPEN QUESTIONS

14.1 Regulatory risks
14.2 Technical risks
14.3 Commercial and supply-chain risks
14.4 Key open questions

15 COMPANY PROFILES (96 company profiles)

16 RESEARCH METHODOLOGY

16.1 Scope and approach
16.2 Data sources and validation
16.3 Forecast model architecture
16.4 Limitations

17 REFERENCES

簡介目錄圖表

List of Tables

Table 1. PFAS-free battery materials market by segment, 2026–2036 (US$ billion, Base scenario)
Table 2. PFAS-free Li-ion cell production, 2026–2036 (GWh, Base scenario)
Table 3. PFAS-free battery materials demand by end application, 2036 (US$ billion, Base scenario)
Table 4. Typical PFAS content of a representative 75 kWh NMC811 EV cell pack
Table 5. Estimated PFAS use in Li-ion battery production, 2025–2036 (kilotonnes)
Table 6. Indicative regulatory deadlines for PFAS in batteries (Base scenario)
Table 7. Selected PFAS-free cathode binder performance vs PVDF benchmark
Table 8. Global PFAS-free cathode binder demand and value, 2026–2036 (Base scenario)
Table 9. Global PFAS-free electrolyte materials demand, 2026–2036 (US$ million, Base scenario)
Table 10. PFAS exposure and substitution status by pack-material category
Table 11. PFAS-free pack fire-protection coatings market, 2026–2036 (US$ billion, Base scenario)
Table 12. PFAS-free pack fire-protection suppliers
Table 13. Indicative gigafactory cost differential, PVDF/NMP vs PFAS-free aqueous (per GWh of capacity)
Table 14. PFAS-free manufacturing-readiness by application and 2026 status
Table 15. PFAS-free battery materials demand by application, 2026–2036 (US$ billion, Base scenario)
Table 16. PFAS-free battery materials market under three scenarios, 2026–2036 (US$ billion)
Table 17. PFAS-free battery materials value by region, 2036 (US$ billion, Base scenario)
Table 18. PFAS-free Li-ion cell production, 2026–2036 (GWh, Base scenario)
Table 19. Strategic positioning of materials suppliers
Table 20. Cell makers and their public PFAS positions

List of Figures

Figure 1. Where PFAS lives in a typical Li-ion EV battery cell
Figure 2. PFAS regulatory timeline, 2023–2042
Figure 3. PFAS-free battery materials market by segment, 2026–2036
Figure 4. PFAS mass distribution in a 75 kWh NMC811 EV pack (kg, mid-range estimate)
Figure 5. Annual PFAS use in Li-ion battery production, 2025–2036 (kilotonnes)
Figure 6. RAC versus SEAC positions on PFAS in batteries
Figure 7. PFAS-free cathode binder chemistry landscape
Figure 8. Voltage stability vs commercial maturity for PFAS-free cathode binders
Figure 9. SWOT - PFAS-free cathode binders
Figure 10. PFAS-free cathode binder consumption and market value, 2026–2036
Figure 11. Lithium electrolyte salt landscape by PFAS status
Figure 12. SWOT - PFAS-free electrolytes
Figure 13. PFAS-free electrolyte materials market, 2026–2036
Figure 14. PFAS-free separator substitution paths
Figure 15. Pack fire protection: the fastest-growing PFAS-free segment
Figure 16. PFAS-free pack fire-protection market by sub-segment, 2026–2036
Figure 17. Three cathode manufacturing routes and their PFAS exposure
Figure 18. Gigafactory capex differential at 50 GWh scale (US$ million, one-off)
Figure 19. PFAS substitution difficulty matrix by chemistry
Figure 20. PFAS-free battery materials demand by application, 2026–2036
Figure 21. PFAS-free battery materials demand by application, 2036
Figure 22. Three-scenario PFAS-free battery materials forecast, 2026–2036
Figure 23. PFAS-free battery materials demand by region, 2036
Figure 24. PFAS-free Li-ion cell production trajectory, 2026–2036
Figure 25. Materials supplier strategic positioning matrix
Figure 26. All-polymer battery schematic.
Figure 27. All Polymer Battery Module.
Figure 28. Resin current collector.
Figure 29. Ateios thin-film, printed battery.
Figure 30. Blue Solutions module.
Figure 31. Gelion Endure battery.
Figure 32. Schematic of Ion Storage Systems solid-state battery structure.
Figure 33. Lyten batteries.
Figure 34. Prieto Foam-Based 3D Battery.
Figure 35. ProLogium solid-state battery.
Figure 36. SES Apollo batteries.
Figure 37. Solid Power battery pouch cell.
Figure 38. Stora Enso lignin battery materials.
Figure 39. Zeta Energy 20 Ah cell.

02-2729-4219

+886-2-2729-4219

License/價格

相關商品

重力電池市場規模、佔有率和趨勢分析報告：按類型、應用、地區和細分市場分類（2026-2033 年）

石墨烯超級電容器電池市場按類型、工作電壓、電池結構、外形規格、能量密度範圍、應用和終端用戶行業分類，全球預測，2026-2032年

FAQ

全球無 PFAS 電池市場（2026-2036 年）：技術、法規、公司和預測

The Global PFAS-Free Battery Market 2026-2036: Technologies, Regulation, Companies and Forecasts

目錄

第1章：摘要整理

第2章 電池中的 PFAS：位置、原因和數量

第3章 監理情勢（2023-2030 年）

第4章：不含 PFAS 的黏合劑

第5章 不含 PFAS 的電解質

第6章：不含 PFAS 的分離器

第7章集電器塗層、密封劑和填料

第8章：不含PFAS電池組的防火保護

第9章：對製造過程的重要性

第10章：關於 PFAS 的考量：以電池化學成分分類

第11章 應用

第12章：全球市場預測（2026-2036 年）

第13章 競爭格局

第14章：風險、瓶頸與未解決的問題

第15章：公司簡介（96家公司簡介）

第16章調查方法

第17章參考文獻