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市場調查報告書
商品編碼
1636278

美國電動汽車電池材料：市場佔有率分析、產業趨勢、成長預測（2025-2030）

United States Electric Vehicle Battery Materials - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 95 Pages | 商品交期: 2-3個工作天內

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簡介目錄

美國電動車電池材料市場規模預計2025年為32.1億美元，預計2030年將達到59.6億美元，預測期內（2025-2030年）複合年成長率為13.15%。

美國電動車電池材料-市場-IMG1

主要亮點

  • 中期來看，電動車基礎設施成長率上升以及政府扶持政策等因素預計將成為預測期內美國電動車電池材料市場最重要的驅動力之一。
  • 同時，原料生產短缺正在增加對進口的依賴，對預測期內的美國電動車電池材料市場構成威脅。
  • 儘管如此，人們仍在不斷努力開發先進的電池技術，預計這將在未來創造多個市場機會。

美國電動車電池材料市場趨勢

鋰離子電池佔市場主導地位

  • 隨著國際社會加強減少溫室氣體排放，美國已成為鋰離子電池採用和創新的關鍵參與者，鋰離子電池對於電動車的功能和效率至關重要。推動該行業成長的幾個關鍵因素包括政府激勵措施、電池技術的進步以及主要汽車製造商的策略性投資。
  • 該領域的持續研究和開發顯著提高了電池性能、降低了成本並增強了安全措施。這些進步使電池變得更有效率和可靠。因此，該行業有望在未來幾年實現顯著成長。
  • 例如，2023 年 3 月，普渡大學工程師首創了一種專為鋰離子電池設計的新型複合材料，其超出了傳統固體聚合物電解質 (SPE) 技術設定的安全基準。這種由 Pol 開發的正在申請專利的材料擁有 4.8 伏特的電壓窗口、令人難以置信的 2.4*104 微西門子離子電導率以及高達 330°C 的出色熱穩定性。值得注意的是，鋰離子電池也更能抵抗電池損壞，從而顯著提高了整體安全標準。
  • 鋰離子電池以其能量密度高、循環壽命長、功率輸出穩定而著稱，是現代電動車的基礎。這些電池實現了更長的行駛里程和更快的充電時間，徹底改變了汽車產業。此外，其重量輕有助於提高電動車的整體效率和性能。
  • 根據技術資料表，鋰離子電池的比能量密度在90至190Wh/kg之間。這是一個重大飛躍，鋰離子電池的能量密度約為鉛酸電池的2.5倍，是鎳氫電池的1.5倍以上。因此，鋰離子電池由於其優越的性能在各種應用中越來越受到青睞。
  • 政府政策和獎勵對鋰離子電池產業的發展發揮著重要的推動作用。聯邦和州一級的舉措，例如電動車購買稅額扣抵和電池研發資助，為市場成長提供了有利的環境。這些政策不僅獎勵消費者採用電動車，也鼓勵企業投資先進的電池技術和製造能力。
  • 因此，考慮到這些情況，鋰離子電池領域預計將在預測期內主導市場。

電動車基礎設施的擴張推動市場

  • 美國各地電動車基礎設施的快速擴張將顯著提振電動車電池材料市場。都市區、郊區和農村地區充電站的激增不僅加強了物流，而且對增強消費者信心和加速電動車的普及發揮重要作用。
  • 美國替代燃料資料中心的資料顯示，電動車充電埠顯著增加。 2022-2023年期間，這些港口成長了21.6%以上。此外，從2011年到2023年，複合年成長率成長了驚人的300%，凸顯了電動車在美國的快速普及。
  • 隨著充電變得越來越方便和容易，里程焦慮這一潛在電動車購買者的主要障礙已不再那麼令人擔憂。這些變化創造了更有利於電動車普及的環境。這些基礎設施的進步要求電池材料的生產和供應相應增加。鋰、鈷和鎳等關鍵成分對於確保電動車電池的性能和可靠性至關重要。
  • 2023 年 11 月，美國能源局(DOE) 宣布從基礎設施法案中撥款高達 35 億美元。這筆資金對於促進先進電池及其基本材料的國內生產具有戰略意義。重點將涵蓋電池級加工的關鍵礦物、前驅材料、組件、電池和電池組製造。這些努力對於加強清潔能源產業的未來至關重要，特別是可再生能源和電動車。
  • 充電基礎設施的技術創新對於塑造電動車電池材料市場也至關重要。超快充電站、無線充電、V2G技術等突破不僅提升了Vehicle-to-Grid體驗，也為電池效能和配置樹立了新標竿。
  • 例如，超快速充電站需要能夠承受更高功率輸入和更快充電週期的電池，同時確保長壽命和安全性。這種需求正在推動電池化學和材料科學的持續研究和開發，為先進材料和增強電池設計鋪平道路。
  • 鑑於這些動態，美國電動車基礎設施的擴張可能會在未來幾年推動市場發展。

美國電動汽車電池材料產業概況

美國電動車電池材料市場正在變得半固體。該市場的主要企業（排名不分先後）包括Targray Technology International Inc.、 BASF SE、Mitsubishi Chemical Group Corporation、UBE Corporation、Umicore SA等。

其他好處

  • 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

  • 調查範圍
  • 市場定義
  • 研究場所

第 2 章執行摘要

第3章調查方法

第4章市場概況

  • 介紹
  • 2029年之前的市場規模與需求預測（單位：美元）
  • 最新趨勢和發展
  • 政府法規政策
  • 市場動態
    • 促進因素
      • 電動汽車基礎設施的成長
      • 政府扶持政策及政策
    • 抑制因素
      • 對原料供應的依賴
  • 供應鏈分析
  • PESTLE分析
  • 投資分析

第5章市場區隔

  • 依電池類型
    • 鋰離子電池
    • 鉛酸電池
    • 其他
  • 按材質
    • 陰極
    • 陽極
    • 電解
    • 分隔符
    • 其他

第6章 競爭狀況

  • 併購、合資、聯盟、協議
  • 主要企業策略
  • 公司簡介
    • Targray Technology International Inc.
    • BASF SE
    • Mitsubishi Chemical Group Corporation
    • UBE Corporation
    • Umicore SA
    • Sumitomo Chemical Co., Ltd.
    • Nichia Corporation
    • ENTEK International LLC
    • Arkema SA
    • Kureha Corporation
  • 其他主要企業名單
  • 市場排名/佔有率（%）分析

第7章 市場機會及未來趨勢

  • 電池技術的進步
簡介目錄
Product Code: 50003565

The United States Electric Vehicle Battery Materials Market size is estimated at USD 3.21 billion in 2025, and is expected to reach USD 5.96 billion by 2030, at a CAGR of 13.15% during the forecast period (2025-2030).

United States Electric Vehicle Battery Materials - Market - IMG1

Key Highlights

  • Over the medium term, factors such as rising growth in electric vehicle infrastructure and supportive government policies and regulations are expected to be among the most significant drivers for the United States Electric Vehicle Battery Materials Market during the forecast period.
  • On the other hand, the lack of raw materials production, leading to heavy reliance on imports, poses a threat to the United States Electric Vehicle Battery Materials Market during the forecast period.
  • Nevertheless, continued efforts are being made to develop advanced battery technology, which is expected to create several opportunities for the market in the future.

United States Electric Vehicle Battery Materials Market Trends

Lithium-ion Battery to Dominate the Market

  • As the global community intensifies its focus on reducing greenhouse gas emissions, the United States has emerged as a significant player in the adoption and innovation of lithium-ion batteries, which are integral to the functionality and efficiency of electric vehicles. Several key factors, including government incentives, advancements in battery technology, and strategic investments by major automotive manufacturers, fuel this segment's growth.
  • Continuous research and development in this sector have significantly enhanced battery performance, reduced costs, and bolstered safety measures. These advancements have made batteries more efficient and reliable. As a result, the sector is poised for substantial growth in the coming years.
  • For instance, in March 2023, engineers at Purdue University pioneered a novel composite material designed for lithium-ion batteries, surpassing the safety benchmarks set by conventional solid polymer electrolyte (SPE) technologies. This patent-pending material, developed by Pol, boasts a 4.8-volt voltage window, an impressive ionic conductivity of 2.4*104 micro siemens, and remarkable thermal stability up to 330 degrees Celsius. Notably, it also demonstrates heightened resistance to cell damage, significantly elevating overall safety standards.
  • Lithium-ion batteries, known for their high energy density, extended cycle life, and consistent power output, stand as the cornerstone of contemporary electric vehicles. These batteries have revolutionized the automotive industry by enabling longer driving ranges and faster charging times. Additionally, their lightweight nature contributes to the overall efficiency and performance of electric vehicles.
  • Technical data sheets reveal that lithium-ion batteries boast a specific energy density ranging from 90 to 190 Wh/kg. This marks a substantial leap, with lithium-ion batteries offering nearly 2.5 times the energy density of lead-acid batteries and over 1.5 times that of NiMH batteries. Consequently, lithium-ion batteries are increasingly preferred in various applications due to their superior performance.
  • Government policies and incentives play a crucial role in propelling the lithium-ion battery segment forward. Federal and state-level initiatives, such as tax credits for electric vehicle purchases and funding for battery research and development, provide a conducive environment for market growth. These policies not only incentivize consumers to adopt electric vehicles but also encourage companies to invest in advanced battery technologies and manufacturing capabilities.
  • Therefore, cosnidering such scenario, the lithium-ion battery segment is expected to dominate the market during the forecasted period.

Growing Electric Vehicle Infrastructure to Drive the Market

  • The rapid expansion of electric vehicle infrastructure across the United States is set to significantly boost the electric vehicle battery materials market. The proliferation of charging stations in urban, suburban, and rural locales not only enhances logistics but also plays a crucial role in bolstering consumer confidence and accelerating electric vehicle adoption.
  • Data from the United States Alternative Fuels Data Center reveals a striking increase in electric vehicle charging ports. Between 2022 and 2023, these ports saw a growth of over 21.6%. Furthermore, from 2011 to 2023, the average annual growth rate stood at an impressive 300%, highlighting the surging adoption of electric vehicles in the U.S., a trend further supported by ongoing government initiatives.
  • As recharging becomes increasingly convenient and accessible, concerns about range anxiety-a major hurdle for potential electric vehicle buyers-diminish. This shift creates a more conducive environment for electric vehicle adoption. Such infrastructural advancements demand a corresponding increase in the production and supply of battery materials. Key components like lithium, cobalt, and nickel are essential for ensuring the performance and reliability of electric vehicle batteries.
  • In a notable move in November 2023, the United States Department of Energy (DOE) announced an allocation of up to USD 3.5 billion from the Infrastructure Law. This funding is strategically directed towards boosting the production of advanced batteries and their essential materials domestically. The focus encompasses battery-grade processed critical minerals, precursor materials, components, and the manufacturing of cells and packs. Such initiatives are crucial for strengthening the future of clean energy sectors, especially in renewable energy and electric vehicles.
  • Technological innovations in charging infrastructure are also pivotal in shaping the electric vehicle battery materials market. Breakthroughs like ultra-fast charging stations, wireless charging, and vehicle-to-grid (V2G) technologies not only elevate user experience but also set new benchmarks for battery performance and composition.
  • For instance, ultra-fast charging stations demand batteries capable of withstanding higher power inputs and faster charge cycles, all while ensuring longevity and safety. This necessity propels ongoing research and development in battery chemistry and materials science, paving the way for advanced materials and enhanced battery designs.
  • Given these dynamics, the expanding electric vehicle infrastructure in the United States. is poised to drive the market in the coming years.

United States Electric Vehicle Battery Materials Industry Overview

The United States Electric Vehicle Battery Materials Market is semi-consolidated. Some of the key players in this market (in no particular order) are Targray Technology International Inc., BASF SE, Mitsubishi Chemical Group Corporation, UBE Corporation, and Umicore SA.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Growing Electric Vehicle Infrastructure
      • 4.5.1.2 Supportive Government Policies and Regulations
    • 4.5.2 Restraints
      • 4.5.2.1 Dependence on Raw Material Supply
  • 4.6 Supply Chain Analysis
  • 4.7 PESTLE Analysis
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lithium-ion Battery
    • 5.1.2 Lead-Acid Battery
    • 5.1.3 Others
  • 5.2 Material
    • 5.2.1 Cathode
    • 5.2.2 Anode
    • 5.2.3 Electrolyte
    • 5.2.4 Separator
    • 5.2.5 Others

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Targray Technology International Inc.
    • 6.3.2 BASF SE
    • 6.3.3 Mitsubishi Chemical Group Corporation
    • 6.3.4 UBE Corporation
    • 6.3.5 Umicore SA
    • 6.3.6 Sumitomo Chemical Co., Ltd.
    • 6.3.7 Nichia Corporation
    • 6.3.8 ENTEK International LLC
    • 6.3.9 Arkema SA
    • 6.3.10 Kureha Corporation
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Advancements in Battery Technology