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清潔能源轉型中 CRM（關鍵原料）的成長機會
市場調查報告書
商品編碼
1395903

清潔能源轉型中 CRM（關鍵原料）的成長機會

Growth Opportunities for Critical Raw Materials in a Clean Energy Transition
出版日期: | 出版商: Frost & Sullivan | 英文 78 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

回收、採礦、精製和替代原料的創新點燃了新的區域供應鏈

CRM（關鍵原料）是指對一個國家或地區具有重要經濟和戰略意義，但供應風險較高的原料。關鍵性取決於多種因素，從一個角度來看重要的事情可能從另一個角度來看並不相同。例如，對太陽能電池板可能重要的東西對電池可能不重要，對一個國家可能重要的東西對其他國家可能不重要，這取決於可用資源和地緣政治情況。

本研究探討了在向清潔能源過渡中發揮關鍵作用的選定參考材料的回收、替代和精製。具體來說，它需要鈷、鋰、銅、鎳、釹和鏑（兩種最相關的稀土元素材料）和錳，以及如何從電動馬達和發電機、太陽能板、電力線和氫電解中回收它們。

該研究從採礦、地緣政治和供應鏈的角度描述了與每種材料相關的各種挑戰。我們也分析重要的法規和政策，例如歐盟的關鍵材料法案、美國的關鍵礦物聯邦戰略和加拿大的關鍵礦物戰略。

本研究涵蓋的其他領域包括電池的已建立和新的回收方法、稀土元素的已建立和新的回收方法、CRM的可替代性以及CRM採礦和提煉的創新等等。此外，在這些領域之一表現出色的公司也會受到關注。最後，我們討論該領域最大的成長機會。

目錄

戰略問題

  • 為什麼成長如此困難？
  • The Strategic Imperative 8（TM）
  • 關鍵策略措施對清潔能源產業關鍵原料 (CRM) 的影響
  • 成長機會推動Growth Pipeline Engine（TM）
  • Frost & Sullivan CRM 與電氣化相關報告
  • 強調

成長環境

  • 客戶關係管理定義
  • 定義 CRM 業務生態系統中的重要性/風險
  • 範圍
  • 移民必備材料
  • 從最終用戶應用程式中提取材料
  • 客戶關係管理的作用
  • CRM產業價值鏈
  • 瓶頸
  • CRM、需求/短缺預測
  • 採礦辯論

監管和政策

  • 介紹
  • 歐盟關鍵材料法
  • 全球其他有關CRM的相關政策

CRM 中的恢復可能性

  • 介紹
  • 每種乾淨科技的回收流程概述
  • 已建立的和新的電池回收方法
  • 已建立的和新的稀土回收方法
  • CRM 收藏中的著名公司

CRM的可替代性

  • 可以取代鋰離子電池中 CRM 的替代技術和材料
  • 永久磁鐵稀土替代技術
  • CRM替代領域的知名公司

CRM挖掘與精製的創新

  • CRM 生產全生命週期的創新
  • CRM生產創新和知名企業

成長機會宇宙

  • 成長機會1：電池回收
  • 成長機會二：賦能流通的資料服務
  • 成長機會3：借助認知機器人和機器學習（ML）進行分解
  • 成長機會4：逆向物流
  • 成長機會5：本地挖礦生態系統
  • 成長機會6：鈷回收

下一步

簡介目錄
Product Code: PEF1-92

Innovations in Recycling, Mining, Refining, and Substituting Materials Spark New Local Supply Chains

Critical raw materials (CRMs) are raw materials that are economically and strategically important for a country or region but have high risks associated with their supply. Criticality depends on various factors, and what counts as critical from a particular standpoint might not be the same from another standpoint. For instance, what might be critical for a solar panel might not be critical for a battery, and what might be considered critical for a particular country might not be critical for another, depending on the available resources and geopolitical scenarios.

This study examines recycling, substituting, and innovating in the mining and refining of particular CRMs that are key for the clean energy transition. Specifically, this study covers cobalt, lithium, copper, nickel, neodymium and dysprosium (the 2 most relevant rare earth materials), and manganese, looking at the ways they can be recovered from motors and generators, solar panels, transmission lines, and hydrogen electrolyzers.

The research describes different challenges involved with each of these materials, from both a mining and geopolitical and supply chain perspective. The analysis also looks at important regulations and policies, such as the European Union's Critical Raw Materials Act, the United States' Federal Strategy on Critical Minerals, and Canada's Critical Minerals Strategy.

Other areas covered in this research include established and emerging recycling methods for batteries, established and emerging recycling methods for rare earth elements, substitution potential in CRMs, and innovations in CRM mining and refining. Companies excelling in any of these areas are profiled. The study concludes with a discussion of the top growth opportunities in this space.

Table of Contents

Strategic Imperatives

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on Critical Raw Materials (CRMs) for the Clean Energy Industry
  • Growth Opportunities Fuel the Growth Pipeline Engine™
  • Frost & Sullivan Reports Related to CRMs and Electrification
  • Highlights

Growth Environment

  • Defining CRMs
  • Defining Criticality/Risk in the CRM Business Ecosystem
  • Scope
  • Critical Materials for the Transition
  • Extracting Materials from End-user Applications
  • The Role of CRMs in...
  • The Value Chain in the CRM Industry
  • Bottlenecks
  • CRMs, Projected Demand, and Deficits
  • The Mining Debate

Regulations and Policies

  • Introduction (*)
  • The European Union's Critical Raw Materials Act (*)
  • Other Relevant Policies on CRMs around the Globe

Recovery Potential in CRMs

  • Introduction
  • Summary of the Recycling Processes for Selected Clean Technologies
  • Established and Emerging Recycling Methods for Batteries (*)
  • Established and Emerging Recycling Methods for REEs (*)
  • Companies to Watch in CRM Recovery

Substitution Potential in CRMs

  • Alternative Technologies and Materials that Could Replace CRMs in Li-ion Batteries (*)
  • Alternative Technologies that Could Replace REEs in Permanent Magnets
  • Companies to Watch in the CRM Substitution Space

Innovations in CRMs Mining and Refining

  • Innovations in CRM Production Along its Life Cycle
  • Innovation in CRM Production and Companies to Watch

Growth Opportunity Universe

  • Growth Opportunity 1: Battery Recycling
  • Growth Opportunity 2: Data Services Enabling Circularity
  • Growth Opportunity 3: Disassembly with Support from Cognitive Robotics and Machine Learning (ML)
  • Growth Opportunity 4: Reverse Logistics
  • Growth Opportunity 5: Local Mining Ecosystem
  • Growth Opportunity 6: Cobalt Recycling

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