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市場調查報告書
商品編碼
1404360

石墨:市場佔有率分析、產業趨勢與統計、2024年至2029年成長預測

Graphite - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029

出版日期: | 出版商: Mordor Intelligence | 英文 160 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2024年石墨市場規模為36.2億美元,預計2029年將達到46.3億美元,在市場估算和預測期間(2024-2029年)複合年成長率為5%,預計。

石墨-市場-IMG1

由於大流行的封鎖措施減緩了電子、冶金和汽車(包括電動車)等關鍵最終用戶行業的需求,COVID-19大大流行已成為石墨市場面臨的一個具有挑戰性的行業領域。此外,由於全球物流停滯和勞動力短缺,電子元件的生產設備陷入停頓。然而,自從限制解除並恢復營運以來,該行業一直在良好復甦。

主要亮點

  • 短期來看,快速成長的鋰離子電池產業的需求增加以及亞洲和中東鋼鐵產量的增加是推動所研究市場成長的關鍵因素。
  • 然而,嚴格的環境法規是預計在預測期內抑制目標市場成長的主要因素。
  • 然而,石墨在生態技術中的日益增多的應用可能會在不久的將來為全球市場創造利潤豐厚的成長機會。
  • 由於印度、中國和日本等國家廣泛使用石墨,預計亞太地區石墨市場在評估期間將健康成長。

石墨市場趨勢

冶金領域預計將主導市場

  • 研究市場的冶金產業包括電極、耐火材料、鑄造廠、鑄件等。石墨電極用於鋼鐵生產、鋁生產、鐵合金生產和冶煉製程的電弧爐 (EAF) 和梯式爐 (LF)。
  • 透過電弧爐製程增加鋼鐵產量預計將增加對石墨的需求。在耐火材料中,天然石墨用於生產坩堝和鎂碳磚。
  • 石墨也用作煉鋼轉爐和電弧爐的襯裡。在鋼成型應用中,各種型態的鋁石墨用於連鑄產品,例如噴嘴和槽。
  • 全球粗鋼和鋁產量的成長預計將推動冶金應用中對石墨的需求。
  • 2023年4月,世界鋼鐵協會發布了2023年和2024年鋼鐵需求短期展望(SRO)預測,預計2023年鋼鐵需求將恢復2.3%,達到1,822.3噸,2024年將達到1,822.3噸。預計成長1.7%,達到1,854.0 公噸。此外,2022年全球粗鋼產量為1,878.5噸,較2021年下降4.2%。
  • 此外,國際鋁業協會的數據顯示,2022年全球鋁產量僅成長2.0%,低於2021年的2.7%,是2019年以來的最低成長速度。
  • 歐洲鋼鐵協會(EUROFER)調整了消費量的預測。與2022年2月預測的地區金屬消費量成長3.2%相比,該協會預計將下降約1.9%。所有這些因素預計將增加冶金最終用戶行業的石墨需求。
  • 因此,上述所有因素都推動了石墨市場的成長。
石墨市場-IMG2

亞太地區主導市場

  • 中國是世界上最大的石墨生產國之一,主要是由於鋰離子電池生產、電子、鋼鐵生產、太陽能電池工業和核能工業等新興產業的巨大需求。根據美國地質調查局統計,2021年該國石墨礦產量為82萬噸。
  • 2022年1月至10月,我國透過產能置換新增生鐵產能2880萬噸/年,新增粗鋼產能2,310萬噸/年。預計2022年生鐵產能將新增830萬噸/年,粗鋼產能將新增600萬噸/年。
  • 該國的鋼鐵需求成長是由建築業推動的,建築業佔該國鋼鐵消費量的近三分之二。
  • 石墨也用作鋰離子電池的負極材料。日本是鋰電池市場的主要地區之一,與中國和韓國一樣,在電池容量出貨佔據96%的市場佔有率。然而,由於最近的危機,日本製造業明顯放緩。
  • 日本鋼鐵產量位居世界第三,2022年產量約9,600萬噸,較2021年增加16%。因此,鋼鐵產量的增加可能會減少該國對石墨的需求。
  • 此外,該國計劃在2030年將核能在其總能源中的佔有率提高到至少20%。該國對核能發電的依賴預計將在預測期內推動市場發展。
  • 到2027年,該國計劃安裝至少14吉瓦的太陽能,預計到預測期結束時將達到100吉瓦以上。政府也透過上網電價補貼(FIT)等補貼計畫大力推動住宅太陽能發電,進一步促進了該國的太陽能發電。
  • 由於這些因素,預計該地區的石墨市場在預測期內將穩定成長。

石墨產業概況

石墨市場具有綜合性,前五名企業佔較大佔有率。主要企業(排名不分先後)包括貝特瑞新材料集團、深圳翔豐華科技、上海杉杉科技、西拉資源有限公司、江西紫辰科技等。

其他福利:

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第1章簡介

  • 調查先決條件
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場動態

  • 促進因素
    • 快速成長的鋰離子電池產業需求不斷增加
    • 亞洲和中東鋼鐵產量增加
  • 抑制因素
    • 嚴格的環境法規
    • 其他阻礙因素
  • 產業價值鏈-天然石墨
  • 波特五力分析
    • 供應商的議價能力
    • 買方議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭程度

第5章市場區隔(市場規模(數量/金額))

  • 種類
    • 天然石墨
    • 人造石墨
  • 目的
    • 電極
    • 耐火材料、鑄件、鑄件
    • 電池
    • 潤滑劑
    • 其他用途
  • 最終用戶產業
    • 電子產品
    • 冶金
    • 汽車(包括EV/HEV汽車)
    • 其他最終用戶產業
  • 地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 其他亞太地區
    • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
    • 歐洲
      • 德國
      • 英國
      • 義大利
      • 法國
      • 俄羅斯
      • 歐洲其他地區
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地區
    • 中東/非洲
      • 沙烏地阿拉伯
      • 南非
      • 中東和非洲其他地區

第6章競爭形勢

  • 併購、合資、聯盟、協議
  • 市場排名分析
  • 主要企業策略
  • 公司簡介
    • Asbury Carbons
    • BTR New Material Group Co.,Ltd.
    • Imerys
    • Jiangxi Zichen Technology Co. Ltd
    • Mason Graphite Inc
    • Nippon Kokuen Group
    • Northern Graphite Corp.
    • SGL Carbon
    • Shanghai Shanshan Technology Co. Ltd.
    • Shenzhen Xiangfenghua Technology Co., Ltd.
    • Showa Denko Kk
    • Syrah Resources Limited
    • Tokai Carbon Co. Ltd.
    • Triton Minerals

第7章 市場機會及未來趨勢

  • 擴大石墨在生態技術中的使用
  • 對石墨烯和核能的需求不斷增加
簡介目錄
Product Code: 60924
Graphite - Market - IMG1

The Graphite Market size is estimated at USD 3.62 billion in 2024, and is expected to reach USD 4.63 billion by 2029, growing at a CAGR of 5% during the forecast period (2024-2029).

The COVID-19 outbreak presented a challenging industry arena for the graphite market, as it slowed down the demand from the key end-user industries, such as electronics, metallurgy, and automotive (including electric vehicles), owing to the lockdown measures of the pandemic. Furthermore, the production facilities of electronic parts were halted due to the logistics slowdown and unavailability of the workforce across the world. However, the sector has been recovering well since restrictions were lifted and operations were resumed.

Key Highlights

  • Over the short term, augmenting demand from the burgeoning lithium-ion battery industry and an increase in steel production in Asia and the Middle East are significant factors driving the growth of the market studied.
  • However, stringent environmental regulation is a key factor anticipated to restrain the growth of the target market over the forecast period.
  • Nevertheless, the increasing application of graphite in green technologies is likely to create lucrative growth opportunities for the global market soon.
  • Asia-Pacific is estimated to witness healthy growth over the assessment period in the graphite market due to the wide usage of graphite in countries such as India, China, Japan, and others.

Graphite Market Trends

The Metallurgy Segment is Expected to Dominate the Market

  • The metallurgy segment of the market studied includes electrodes and refractories, casting, and foundries. Graphite Electrodes are used in Electric Arc Furnaces (EAF) and ladder furnaces (LF) for steel production, aluminum production, ferroalloy production, and the smelting process.
  • The rising steel production using the electric arc furnace process is expected to increase the demand for graphite. In refractories, natural graphite is used to manufacture crucibles and mag-carbon bricks.
  • Graphite is also used as a lining in steel converters and electric arc furnaces. In steel molding applications, different forms of alumina-graphite are used in continuous casting ware, such as nozzles and troughs.
  • The rising crude steel and aluminum production worldwide is expected to drive the demand for graphite in metallurgical applications.
  • In April 2023, the World Steel Association released its Short Range Outlook (SRO) steel demand forecast for 2023 and 2024, which stated that the steel demand would see a 2.3% rebound to reach 1,822.3 Mt in 2023, and it is forecasted to grow by 1.7% in 2024 to reach 1,854.0 Mt. In addition, the total world crude steel production was 1,878.5 Mt in 2022, a 4.2% decrease compared to 2021.
  • Furthermore, according to the International Aluminum Institute, global aluminum production rose by a marginal 2.0% in 2022 compared to a growth rate that was down from 2.7% in 2021 and the slowest since 2019.
  • European Steel Association (EUROFER) has adjusted its forecast for the consumption of steel products in the European Union in 2022. In comparison to the February 2022 forecast and the expectation of regional metal consumption growth of 3.2%, there is a decline of around 1.9% expected by the association. All these factors are expected to increase the demand for graphite from the metallurgy end-user industry.
  • Therefore, all the above-mentioned factors are responsible for driving the growth of the graphite market.
Graphite - Market - IMG2

Asia-Pacific Region to Dominate the Market

  • China is one of the largest graphite manufacturers globally, mainly due to the immense demand from budding sectors like lithium-ion battery production, electronics, steel production, the solar industry, and the nuclear industry. According to a US Geological Survey, the country accounted for 820 thousand tons of graphite mine production in 2021.
  • During January-October 2022, China, through capacity swaps, added 28.8 million mt/year of new pig iron production capacity and 23.1 million mt/year of new crude steel production capacity. This resulted in a net increase of 8.3 million mt/year of pig iron production capacity and 6 million mt/year of new crude steel production capacity for 2022.
  • The construction sector is the key factor driving the demand growth for steel in the country, which accounts for almost two-thirds of the country's steel consumption.
  • Graphite is also used in lithium-ion batteries to serve as the node material. Japan is one of the prominent regions for the lithium battery market, along with China and Korea, which occupy a 96% market share in battery capacity shipments. However, manufacturing in Japan has significantly slowed down due to the recent crisis.
  • The steel production in Japan ranked third largest globally, accounting for around 96 million tons in 2022, up by 16% from 2021. Thus, growth in steel production is likely to reduce the demand for graphite in the country.
  • Furthermore, the country plans to increase its nuclear energy share in total energy up to at least 20% by 2030. The country's dependence on nuclear power to generate electricity is expected to drive the market during the forecast period.
  • By 2027, the country has planned to install at least 14 GW of solar energy, which is expected to reach more than 100 GW at the end of the forecast period. The government is also hugely pushing household solar power through subsidy systems like feed-in-tariff (FIT), further boosting the country's solar power.
  • Due to all such factors, the market for graphite in the region is expected to have a steady growth during the forecast period.

Graphite Industry Overview

The graphite market is consolidated in nature, with the top five players accounting for a significant share. The major players (not in any particular order) include Betterui New Materials Group Co. Ltd., Shenzhen Xiangfenghua Technology Co. Ltd, Shanghai Shanshan Technology Co. Ltd, Syrah Resources Limited, and Jiangxi Zichen Technology Co. Ltd., among others.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Augmenting Demand from the Burgeoning Lithium-ion Battery Industry
    • 4.1.2 Increase In Steel Production in Asia and the Middle East
  • 4.2 Restraints
    • 4.2.1 Stringent Environmental Regulations
    • 4.2.2 Other Restraints
  • 4.3 Industry Value Chain-Natural Graphite
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Buyers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Volume and Value)

  • 5.1 Type
    • 5.1.1 Natural Graphite
    • 5.1.2 Synthetic Graphite
  • 5.2 Application
    • 5.2.1 Electrodes
    • 5.2.2 Refractories, Casting, and Foundries
    • 5.2.3 Batteries
    • 5.2.4 Lubricants
    • 5.2.5 Other Applications
  • 5.3 End-user Industry
    • 5.3.1 Electronics
    • 5.3.2 Metallurgy
    • 5.3.3 Automotive (Includes EV/HEV Vehicles)
    • 5.3.4 Other End-user Industries
  • 5.4 Geography
    • 5.4.1 Asia-Pacific
      • 5.4.1.1 China
      • 5.4.1.2 India
      • 5.4.1.3 Japan
      • 5.4.1.4 South Korea
      • 5.4.1.5 Rest of Asia-Pacific
    • 5.4.2 North America
      • 5.4.2.1 United States
      • 5.4.2.2 Canada
      • 5.4.2.3 Mexico
    • 5.4.3 Europe
      • 5.4.3.1 Germany
      • 5.4.3.2 United Kingdom
      • 5.4.3.3 Italy
      • 5.4.3.4 France
      • 5.4.3.5 Russia
      • 5.4.3.6 Rest of Europe
    • 5.4.4 South America
      • 5.4.4.1 Brazil
      • 5.4.4.2 Argentina
      • 5.4.4.3 Rest of South America
    • 5.4.5 Middle-East and Africa
      • 5.4.5.1 Saudi Arabia
      • 5.4.5.2 South Africa
      • 5.4.5.3 Rest of Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Ranking Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 Asbury Carbons
    • 6.4.2 BTR New Material Group Co.,Ltd.
    • 6.4.3 Imerys
    • 6.4.4 Jiangxi Zichen Technology Co. Ltd
    • 6.4.5 Mason Graphite Inc
    • 6.4.6 Nippon Kokuen Group
    • 6.4.7 Northern Graphite Corp.
    • 6.4.8 SGL Carbon
    • 6.4.9 Shanghai Shanshan Technology Co. Ltd.
    • 6.4.10 Shenzhen Xiangfenghua Technology Co., Ltd.
    • 6.4.11 Showa Denko K.k.
    • 6.4.12 Syrah Resources Limited
    • 6.4.13 Tokai Carbon Co. Ltd.
    • 6.4.14 Triton Minerals

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Increasing Applications of Graphite in Green Technologies
  • 7.2 Increasing Graphene Demand and Nuclear Energy