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市場調查報告書
商品編碼
1771581

美國黑色物質回收市場規模、佔有率、趨勢分析報告（按電池類型、電池來源、回收金屬、細分市場預測，2025 年至 2033 年）

U.S. Black Mass Recycling Market Size, Share & Trends Analysis Report By Battery Type, By Battery Source, By Recovered Metals, And Segment Forecasts, 2025 - 2033
出版日期: | 出版商: Grand View Research | 英文 80 Pages | 商品交期: 2-10個工作天內

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美國黑色物質回收市場摘要

預計 2024 年美國黑色大規模回收市場規模將達到 11.6 億美元，到 2033 年將達到 47.5 億美元，2025 年至 2033 年的複合年成長率為 17.2%。電池處理的增加趨勢為黑色大規模回收設施創造了穩定的原料，推動了美國市場的成長。

2024年，美國純電動車的普及速度加快，汽車製造商紛紛擴大生產規模，以滿足日益成長的消費者和監管需求。特斯拉、福特和通用汽車等公司大幅擴大了國內電動車產量，為電動車生態系統的蓬勃發展做出了貢獻。產量激增自然導致因車輛退役和製造報廢而廢棄的鋰離子電池數量增加。因此，含有鋰、鈷和鎳等寶貴電池金屬的黑液供應量大幅增加。

美國腦黑質回收商已透過大規模基礎設施擴建和資本密集計劃做出回應。 Redwood Materials宣布，其目標是到2026年利用從黑漿中回收的礦物每年生產100吉瓦時的陰極活性材料，足以為超過100萬輛電動車提供動力。 Ascend Elements也提升了其地位，計劃於2024年在肯塔基州霍普金斯維爾建造一座價值6500萬美元的回收工廠。該廠預計每年可處理多達2.4萬噸鋰離子電池材料。這些發展標誌著該公司擴大業務規模、提高回收效率並從該國日益成長的電池廢棄物流中獲取價值的戰略舉措。

政府的支持，尤其是透過財政激勵和貸款擔保，增強了2024年的勢頭。 Redwood Materials公司從美國能源部先進技術汽車製造項目獲得了20億美元的貸款，用於擴建其位於內華達州的回收設施。此類政府支持降低了回收公司的財務風險，並提供了它們擴大加工能力和技術所需的流動性。聯邦政府的參與反映了國家在區域化關鍵礦產供應鏈、減少對海外資源依賴的更廣泛努力，尤其是在鈷和鋰等材料面臨地緣政治供應風險的情況下。

對市場穩定至關重要的是回收商與目標商標產品製造商 (OEM) 之間建立閉合迴路夥伴關係。 Redwood Materials 與豐田和Panasonic的合作確保了電池製造廢料和舊電池的可靠流通，以供處理。同樣，Ascend Elements 與 SK Ecoplant 合作，將回收的黑色物質轉化為高價值的正極前驅體材料。這些協議確保了回收商擁有穩定的投入材料，並使汽車製造商能夠透過將回收的礦物重新用於新電池生產來實現其永續性目標。建立這樣的閉迴路對於在美國建立電池材料循環經濟至關重要。

最後，嚴格的法律規範和日益成長的環境、社會和管治(ESG) 期望將在 2024 年繼續發揮核心作用。 《通貨膨脹控制法案》(IRA) 以及其他聯邦和州級舉措激勵國內回收，並懲罰對環境有害的處置行為。隨著電池報廢管理的審查力度加大，美國回收商已成為低碳電動車供應鏈的重要貢獻者。這些政策將刺激產業投資，並確保盈利性批量回收與清潔能源轉型、資源獨立和長期永續性等更廣泛的目標一致。

目錄

第1章調查方法與範圍

第2章執行摘要

第3章市場變數、趨勢和範圍

  • 全球黑色物質回收市場展望
  • 產業價值鏈分析
    • 銷售管道分析
  • 技術概述
  • 法律規範
  • 市場動態
    • 市場促進因素分析
    • 市場限制因素分析
  • 產業趨勢
    • ESG分析
    • 經濟趨勢
  • 波特五力分析
    • 供應商的議價能力
    • 買家的議價能力
    • 替代威脅
    • 新進入者的威脅
    • 競爭對手之間的競爭
  • PESTLE分析
    • 政治的
    • 經濟
    • 社會狀況
    • 科技
    • 環境
    • 合法地

第4章美國黑色大規模回收市場：電池類型的估計和趨勢分析

  • 美國黑色大規模回收市場：2024 年和 2033 年電池類型變化分析
  • 鋰離子電池
  • 鎳基電池

第5章美國黑色大規模回收市場：電池來源估算與趨勢分析

  • 美國黑色大規模回收市場：2024 年和 2033 年電池來源變化分析
  • 汽車電池
  • 家電電池
  • 工業電池
  • 其他

第6章美國黑色金屬回收市場：回收金屬的估算與趨勢分析

  • 美國黑色金屬回收市場：2024 年和 2033 年回收金屬變化分析
  • 鎳
  • 鈷
  • 鋰
  • 銅
  • 其他

第7章 競爭態勢

  • 主要市場參與企業的近期趨勢和影響分析
  • 公司分類
  • 熱圖分析
  • 供應商格局
    • 經銷商名單
  • List of prospective end-users
  • Strategy Initiatives
  • 公司簡介/上市公司
    • Redwood Materials Inc.
    • Ascend Elements, Inc.
    • American Battery Technology Company
    • Aqua Metals, Inc.
    • RecycLiCo Battery Materials Inc.
    • Retrieve
    • Green Li-ion Pte Ltd.
    • Lifecycle Renewables
    • Elemental Holding SA
    • ECOBAT
Product Code: GVR-4-68040-617-3

U.S. Black Mass Recycling Market Summary

The U.S. black mass recycling market size was valued at USD 1.16 billion in 2024 and is projected to reach USD 4.75 billion by 2033, growing at a CAGR of 17.2% from 2025 to 2033. Upward trend in battery disposal creates consistent feedstock for black mass recycling facilities, thus driving market growth in the U.S.

The deployment of battery-electric vehicles in the U.S. accelerated in 2024, with automakers scaling production to meet rising consumer and regulatory demands. Companies such as Tesla, Ford, and General Motors significantly ramped domestic EV output, contributing to the expanding EV ecosystem. This surge in production naturally resulted in a larger volume of lithium-ion batteries reaching end-of-life, either through vehicle retirement or manufacturing scrap. As a result, the availability of black mass, comprising valuable battery metals like lithium, cobalt, and nickel, increased substantially.

U.S.-based black mass recyclers have responded with large-scale infrastructure expansion and capital-intensive projects. Redwood Materials announced that by 2026, it aims to produce 100 GWh of cathode-active materials annually, enough to power over one million EVs, using recovered minerals from the black mass. Ascend Elements also advanced its position in 2024 by constructing a USD 65 million recycling facility in Hopkinsville, Kentucky. This plant is projected to process up to 24,000 metric tons of lithium-ion battery material annually. These developments indicate a strategic move towards scaling operations, improving recycling efficiency, and capturing value from a growing domestic battery waste stream.

Government support strengthened the momentum in 2024, particularly through financial incentives and loan guarantees. Redwood Materials secured a USD 2 billion loan from the Department of Energy's Advanced Technology Vehicles Manufacturing program to expand its Nevada-based recycling facility. This governmental backing mitigates financial risk for recycling companies and provides the liquidity needed to expand processing capacities and technologies. Such federal involvement reflects broader national efforts to localize critical mineral supply chains and reduce dependency on overseas sources, particularly amid geopolitical supply risks tied to materials like cobalt and lithium.

A critical enabler of market stability has been the formation of closed-loop partnerships between recyclers and original equipment manufacturers (OEMs). Redwood Materials' collaborations with Toyota and Panasonic ensured a reliable stream of battery production scrap and end-of-life batteries for processing. Similarly, Ascend Elements partnered with SK Ecoplant to convert recycled black mass into high-value cathode precursor materials. These agreements ensure recyclers can access consistent input material and help automakers meet sustainability goals by reintegrating recovered minerals into new battery production. Establishing such loops is pivotal to building a circular economy for battery materials within the U.S.

Lastly, stringent regulatory frameworks and rising environmental, social, and governance (ESG) expectations continue to play a central role in 2024. The Inflation Reduction Act (IRA) and other federal and state-level initiatives incentivize domestic recycling and penalize environmentally harmful disposal practices. With increased scrutiny on battery end-of-life management, U.S. recyclers are positioned as essential contributors to a lower-carbon EV supply chain. These policy levers encourage industrial investment and ensure that black mass recycling aligns with broader goals of clean energy transition, resource independence, and long-term sustainability.

U.S. Black Mass Recycling Market Report Segmentation

This report forecasts revenue and volume growth at the country level and analyzes the latest industry trends in each of the sub-segments from 2021 to 2033. For the purpose of this study, Grand View Research has segmented the U.S. black mass recycling market report by battery type, battery source, and recovered metal.

  • Battery Type Outlook (Revenue, USD Million; Volume, Kilotons; 2021 - 2033)
  • Lithium-Ion Batteries
  • Nickel-Based Batteries
  • Battery Source Outlook (Revenue, USD Million; Volume, Kilotons; 2021 - 2033)
  • Automotive Batteries
  • Consumer Electronics
  • Industrial Batteries
  • Others
  • Recovered Metal Outlook (Revenue, USD Million; Volume, Kilotons; 2021 - 2033)
  • Nickel
  • Cobalt
  • Lithium
  • Copper
  • Others

Table of Contents

Chapter 1. Methodology and Scope

  • 1.1. Market Segmentation & Scope
  • 1.2. Market Definition
  • 1.3. Information Procurement
    • 1.3.1. Information Analysis
    • 1.3.2. Data Analysis Models
    • 1.3.3. Market Formulation & Data Visualization
    • 1.3.4. Data Validation & Publishing
  • 1.4. Research Scope and Assumptions
    • 1.4.1. List of Data Sources

Chapter 2. Executive Summary

  • 2.1. Market Outlook
  • 2.2. Segmental Outlook
  • 2.3. Competitive Outlook

Chapter 3. Market Variables, Trends, and Scope

  • 3.1. Global Black Mass Recycling Market Outlook
  • 3.2. Industry Value Chain Analysis
    • 3.2.1. Sales Channel Analysis
  • 3.3. Technology Overview
  • 3.4. Regulatory Framework
  • 3.5. Market Dynamics
    • 3.5.1. Market Driver Analysis
    • 3.5.2. Market Restraint Analysis
  • 3.6. Industry Trends
    • 3.6.1. ESG Analysis
    • 3.6.2. Economic Trends
  • 3.7. Porter's Five Forces Analysis
    • 3.7.1. Bargaining Power of Suppliers
    • 3.7.2. Bargaining Power of Buyers
    • 3.7.3. Threat of Substitution
    • 3.7.4. Threat of New Entrants
    • 3.7.5. Competitive Rivalry
  • 3.8. PESTLE Analysis
    • 3.8.1. Political
    • 3.8.2. Economic
    • 3.8.3. Social Landscape
    • 3.8.4. Technology
    • 3.8.5. Environmental
    • 3.8.6. Legal

Chapter 4. U.S. Black Mass Recycling Market: Battery Type Estimates & Trend Analysis

  • 4.1. U.S. Black Mass Recycling Market: Battery Type Movement Analysis, 2024 & 2033
  • 4.2. Lithium-Ion Batteries
    • 4.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 4.3. Nickel-Based Batteries
    • 4.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)

Chapter 5. U.S. Black Mass Recycling Market: Battery Source Estimates & Trend Analysis

  • 5.1. U.S. Black Mass Recycling Market: Battery Source Movement Analysis, 2024 & 2033
  • 5.2. Automotive Batteries
    • 5.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 5.3. Consumer Electronics
    • 5.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 5.4. Industrial Batteries
    • 5.4.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 5.5. Others
    • 5.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)

Chapter 6. U.S. Black Mass Recycling Market: Recovered Metals Estimates & Trend Analysis

  • 6.1. U.S. Black Mass Recycling Market: Recovered Metals Movement Analysis, 2024 & 2033
  • 6.2. Nickel
    • 6.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 6.3. Cobalt
    • 6.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 6.4. Lithium
    • 6.4.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 6.5. Copper
    • 6.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 6.6. Others
    • 6.6.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)

Chapter 7. Competitive Landscape

  • 7.1. Recent Developments & Impact Analysis, By Key Market Participants
  • 7.2. Company Categorization
  • 7.3. Heat Map Analysis
  • 7.4. Vendor Landscape
    • 7.4.1. List of distributors
  • 7.5. List of prospective end-users
  • 7.6. Strategy Initiatives
  • 7.7. Company Profiles/Listing
    • 7.7.1. Redwood Materials Inc.
      • 7.7.1.1. Company Overview
      • 7.7.1.2. Financial Performance
      • 7.7.1.3. Product Benchmarking
    • 7.7.2. Ascend Elements, Inc.
      • 7.7.2.1. Company Overview
      • 7.7.2.2. Financial Performance
      • 7.7.2.3. Product Benchmarking
    • 7.7.3. American Battery Technology Company
      • 7.7.3.1. Company Overview
      • 7.7.3.2. Financial Performance
      • 7.7.3.3. Product Benchmarking
    • 7.7.4. Aqua Metals, Inc.
      • 7.7.4.1. Company Overview
      • 7.7.4.2. Financial Performance
      • 7.7.4.3. Product Benchmarking
    • 7.7.5. RecycLiCo Battery Materials Inc.
      • 7.7.5.1. Company Overview
      • 7.7.5.2. Financial Performance
      • 7.7.5.3. Product Benchmarking
    • 7.7.6. Retrieve
      • 7.7.6.1. Company Overview
      • 7.7.6.2. Financial Performance
      • 7.7.6.3. Product Benchmarking
    • 7.7.7. Green Li-ion Pte Ltd.
      • 7.7.7.1. Company Overview
      • 7.7.7.2. Financial Performance
      • 7.7.7.3. Product Benchmarking
    • 7.7.8. Lifecycle Renewables
      • 7.7.8.1. Company Overview
      • 7.7.8.2. Financial Performance
      • 7.7.8.3. Product Benchmarking
    • 7.7.9. Elemental Holding S.A.
      • 7.7.9.1. Company Overview
      • 7.7.9.2. Financial Performance
      • 7.7.9.3. Product Benchmarking
    • 7.7.10. ECOBAT
      • 7.7.10.1. Company Overview
      • 7.7.10.2. Financial Performance
      • 7.7.10.3. Product Benchmarking

List of Tables

  • Table 1 U.S. black mass recycling market estimates & forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • Table 2 U.S. black mass recycling market estimates and forecasts, by lithium ion batteries, 2021 - 2033 (USD Million) (Kilotons)
  • Table 3 U.S. black mass recycling market estimates and forecasts, by nickel-based batteries, 2021 - 2033 (USD Million) (Kilotons)
  • Table 4 U.S. black mass recycling market estimates and forecasts, by automotive batteries, 2021 - 2033 (USD Million) (Kilotons)
  • Table 5 U.S. black mass recycling market estimates and forecasts, by consumer electronics, 2021 - 2033 (USD Million) (Kilotons)
  • Table 6 U.S. black mass recycling market estimates and forecasts, by industrial batteries, 2021 - 2033 (USD Million) (Kilotons)
  • Table 7 U.S. black mass recycling market estimates and forecasts, by other batteries, 2021 - 2033 (USD Million) (Kilotons)
  • Table 8 U.S. black mass recycling market estimates and forecasts, by nickel, 2021 - 2033 (USD Million) (Kilotons)
  • Table 9 U.S. black mass recycling market estimates and forecasts, by cobalt, 2021 - 2033 (USD Million) (Kilotons)
  • Table 10 U.S. black mass recycling market estimates and forecasts, by lithium, 2021 - 2033 (USD Million) (Kilotons)
  • Table 11 U.S. black mass recycling market estimates and forecasts, by copper, 2021 - 2033 (USD Million) (Kilotons)
  • Table 12 U.S. black mass recycling market estimates and forecasts, by other metals, 2021 - 2033 (USD Million) (Kilotons)

List of Figures

  • Fig. 1 Market segmentation
  • Fig. 2 Information procurement
  • Fig. 3 Data analysis models
  • Fig. 4 Market formulation and validation
  • Fig. 5 Market snapshot
  • Fig. 6 Segmental outlook
  • Fig. 7 Competitive outlook
  • Fig. 8 US black mass recycling market outlook, 2021 - 2033 (USD Million) (Kilotons)
  • Fig. 9 Value chain analysis
  • Fig. 10 Market dynamics
  • Fig. 11 Porter's analysis
  • Fig. 12 PESTEL analysis
  • Fig. 13 U.S. black mass recycling market, by battery source: Key takeaways
  • Fig. 14 U.S. black mass recycling market, by battery source: Market share, 2024 & 2033
  • Fig. 15 U.S. black mass recycling market, by recovered metal: Key takeaways
  • Fig. 16 U.S. black mass recycling market, by recovered metal: Market share, 2024 & 2033
  • Fig. 17 U.S. black mass recycling market, by battery type: Key takeaways
  • Fig. 18 U.S. black mass recycling market, by battery type: Market share, 2024 & 2033