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市場調查報告書
商品編碼
1852161

鉬:市場佔有率分析、產業趨勢、統計數據和成長預測(2025-2030 年)

Molybdenum - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計到 2025 年鉬市場規模為 3.17 億噸,到 2030 年將達到 3.8922 億噸,預測期(2025-2030 年)複合年成長率為 4.19%。

鉬市場-IMG1

鋼鐵製造仍然是主要銷售領域,因為高強度低合金鋼(HSLA)在建築、汽車和能源基礎設施領域的需求日益成長。隨著無污染燃料、排放控制和二氧化碳轉化催化劑需求的增加,化學應用領域也隨之擴展。 2025年2月,中國宣布對包括鉬在內的關鍵礦產實施出口限制,加劇了地緣政治風險。供應緊張的風險促使鋼鐵製造商、油氣營運商、可再生能源原始設備製造商和電動車電力電子供應商重新評估籌資策略,擴大回收利用,並投資研發抗替代合金。

全球鉬市場趨勢與洞察

高強度低合金鋼需求快速成長

基礎設施的快速發展以及對更輕、更強車輛的需求,使得高強度低合金鋼(HSLA)成為鉬市場的關鍵成長驅動力。添加0.5%至1%的鉬可使屈服強度提高高達20%,增強低溫韌性,並降低硫化物應力腐蝕的敏感度。這些優異的機械性質使得橋樑、隧道和高層建築的壁厚可以更薄,使用壽命更長。同時,汽車製造商正在使用HSLA白車身零件來減輕車身重量,提高燃油經濟性和電動車的續航里程。關於(Ti,Mo)C析出物的新研究證實,它們在缺氧環境中具有更高的抗裂性,這一特性深受管道營運商的青睞。隨著各國政府將經濟獎勵策略轉向交通運輸和可再生能源網路建設,HSLA鋼種在鋼鐵生產中佔據主導地位,從而擴大了對鉬的基準需求。

越來越多的可再生能源設施需要鉬基合金

含鉬馬氏體鋼和高溫合金廣泛應用於大型風力發電廠和水力發電廠,以承受鹽霧、循環負荷和空化作用。離岸風力渦輪機塔筒和機艙內部結構必須在其25年的使用壽命週期內承受潮濕和氯化物腐蝕,而鉬合金板材和鑄件則能提供必要的保護。 Mohrbacher公司2024年的研究表明,經熱機械加工的含鉬鋼即使在長期暴露於海水中後,仍能保持高強度和斷裂韌性。在電力轉換器中,鉬散熱器與矽的熱膨脹係數相匹配,並可作為風電場逆變器中使用的絕緣柵雙極型電晶體(IGBT)模組的可靠基材。政府的清潔能源目標和離岸風力發電創紀錄的拍賣規模正在推動對這種能源結構性需求的成長。

鉬高成本

價格波動擾亂了預算週期,促使企業轉向使用鎢和鈮等替代材料,並迫使小型買家支付風險溢價。與中國管控相關的供應限制加劇了這種影響,使得小型鋼鐵廠、鑄造廠和催化劑生產商的原料成本難以預測。

細分市場分析

鋼鐵業佔據鉬市場的大部分佔有率,預計2024年全球鉬出貨量將佔71.02%。高溫石油、液化天然氣和化學工廠需要含2-4%鉬的鐵素體和奧氏體不銹鋼來抵抗氯化物裂解。酸性氣體管路規範通常要求含鉬量不超過1%,這樣可以採用較薄的管壁,進而降低焊接成本。

儘管目前規模較小,但化學產業將成為成長最快的細分市場,到2030年複合年成長率將達到4.69%。 Co-Mo/Al₂O₃基加氫脫硫(HDS)催化劑用於去除柴油和噴射機燃料中的硫,以滿足超低硫排放標準;而MoO₃則用於催化二氧化碳和可再生原料轉化為合成燃料。這一成長動能將有助於化工市場在預測期後半段從鋼鐵業手中奪取市場佔有率,從而進一步深化市場規模。

鉬市場報告最終產品(鋼鐵、化學、鑄造等)、產品形態(鉬精礦、焙燒鉬、鉬鐵等)、最終用途行業(石油天然氣、化工及石化、汽車、工業、建築等)和地區(亞太、北美、歐洲、世界其他地區)進行細分。市場預測以噸為單位。

區域分析

到2024年,亞太地區將佔全球整體鉬產量的54.02%,這主要得益於中國、日本、韓國和印度鋼鐵生產、汽車組裝和先進電子製造業的擴張。該地區4.81%的複合年成長率將受到「一帶一路」基礎設施、能源管道和造船業的推動。北京於2025年2月啟動的鉬出口許可證制度將引發下游買家對配額的擔憂,並加速庫存積壓。

北美正在開採美國的地下資源,預計2024年開採量將達3.3萬噸。一項2025年3月的總統令要求加快採礦許可核准速度,有望提高北美的自給自足能力。儘管供不應求,但歐洲的需求仍然強勁,這主要得益於德國和義大利的不銹鋼和電動車零件工廠。

歐盟委員會已規定,到2030年,新車用鋼的25%必須來自廢鋼,並正在推動從汽車切碎機中回收鉬。中東煉油廠進口鉬用於水處理催化劑,而非洲的斑岩銅礦計劃則以現貨貨物的形式向歐洲和亞洲供應特定用途的鉬。

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 引言

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章 市場情勢

  • 市場概覽
  • 市場促進因素
    • 高強度低合金鋼(HSLA鋼)需求快速成長
    • 越來越多的可再生能源設施需要鉬基合金
    • 深水油氣鑽探活動的增加促進了耐腐蝕鉬合金的發展
    • 電動車電力電子中高溫鉬元件的應用
    • 鉬的使用量不斷增加
  • 市場限制
    • 鉬高成本
    • 政府對採礦業的監管
    • 特種鋼中鎢和鈮的替代品。
    • 回收基礎設施不發達限制了二次供應。
  • 價值鏈分析
  • 波特五力模型
    • 供應商的議價能力
    • 買方的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭程度
  • 貿易分析
  • 價格趨勢

第5章 市場規模與成長預測

  • 最終產品
    • 化學品
    • 晶圓代工廠
    • 鉬市場金屬
    • 鎳合金
  • 按產品形式
    • 鉬濃縮物
    • 焙燒鉬
    • 鉬鐵
    • 鉬金屬粉末
    • 鉬化學
  • 按最終用戶行業分類
    • 石油和天然氣
    • 化工/石油化工
    • 產業
    • 建築/施工
    • 航太/國防
    • 其他產業(能源產出與儲存、電子產品、半導體等)
  • 按地區(生產分析)
    • 中國
    • 美國
    • 智利
    • 秘魯
    • 墨西哥
    • 亞美尼亞
    • 其他生產國
  • 按地區分類(消費分析)
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 亞太其他地區
    • 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
      • 其他歐洲地區
    • 世界其他地區
      • 南美洲
      • 中東和非洲

第6章 競爭情勢

  • 市場集中度
  • 策略趨勢
  • 市佔率(%)分析
  • 公司簡介
    • Air Liquide
    • Anglo American plc
    • Antamina
    • Antofagasta plc
    • Centerra Gold Inc.
    • China Molybdenum Co. Ltd.
    • Codelco
    • Freeport-McMoRan
    • GRUPO MEXICO
    • HONGDA GROUP
    • Jiangxi Copper Corporation
    • JINDUICHENG MOLYBDENUM CO.,LTD.
    • KAZ Minerals
    • KGHM
    • Moltun International
    • MOLYMET SA
    • Multi Metal Development Limited
    • Rio Tinto

第7章 市場機會與未來展望

簡介目錄
Product Code: 54707

The Molybdenum Market size is estimated at 317 million tons in 2025, and is expected to reach 389.22 million tons by 2030, at a CAGR of 4.19% during the forecast period (2025-2030).

Molybdenum - Market - IMG1

Steelmaking remained the primary outlet, as high-strength, low-alloy (HSLA) grades spread through construction, automotive, and energy infrastructure. Chemical uses advanced on the back of rising catalyst demand for clean fuels, emissions control, and CO2 conversion. Geopolitical exposure intensified after China's February 2025 export-control notice on critical minerals, including molybdenum, a policy shift that threatens to alter trade routes and price formation worldwide. Tight supply risk is prompting steelmakers, oil-and-gas operators, renewable-energy OEMs, and EV power-electronics suppliers to re-evaluate sourcing strategies, expand recycling, and invest in substitute-proof alloy designs.

Global Molybdenum Market Trends and Insights

Surge in High-Strength Low-Alloy Steel Demand

Rapid infrastructure rollouts and the push for lighter yet stronger vehicles have made HSLA steel a central growth lever for the molybdenum market. Adding 0.5-1% Mo boosts yield strength by up to 20%, enhances low-temperature toughness, and reduces susceptibility to sulfide stress corrosion. These mechanical gains allow thinner gauges and longer service life in bridges, tunnels, and high-rise superstructures. Automakers, meanwhile, use HSLA body-in-white parts to shave vehicle mass and raise fuel economy or EV range. New research on (Ti, Mo)C precipitation confirms improved resistance to cracking in sour environments, a property valued by pipeline operators. As governments channel stimulus into transport and renewable grids, HSLA grades are capturing a growing slice of steel output, magnifying baseline demand for molybdenum.

Increasing Renewable-Energy Installations Requiring Mo-Based Alloys

Utility-scale wind and hydropower assets use Mo-containing martensitic steels and superalloys to survive salt spray, cyclic loading, and cavitation. Offshore turbine towers and nacelle internals must tolerate humidity and chloride attack over 25-year lifecycles, a job handled by Mo-alloyed plate and castings. Mohrbacher's 2024 study showed that thermomechanically processed Mo-bearing steels sustain high strength and fracture toughness even after prolonged exposure to seawater. In power converters, molybdenum heatspreaders match silicon's thermal expansion, serving as reliable bases for insulated-gate bipolar transistor (IGBT) modules used in wind farm inverters. Government clean-energy targets and record auction volumes for offshore wind impose a structural uplift on this driver.

High Cost of Molybdenum

Price volatility disturbs budget cycles, prompts substitution with tungsten or niobium where feasible, and forces smaller buyers to pay risk premiums. Supply tightness linked to Chinese controls compounds the effect, keeping feedstock invoices unpredictable for steel minimills, foundries, and catalyst producers.

Other drivers and restraints analyzed in the detailed report include:

  1. Intensifying Deep-Water Oil and Gas Drilling Boosting Corrosion-Resistant Mo Alloys
  2. Adoption of High-Temperature Mo Components for Electric-Vehicle Power Electronics
  3. Government Regulations Concerning Mining

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Steel retained the lion's share of the molybdenum market, accounting for 71.02% of global offtake in 2024. High-temperature petroleum, LNG, and chemical plants demand ferritic and austenitic stainless varieties enriched with 2-4% Mo to resist chloride cracking. Linepipe specifications for sour gas routinely call for up to 1% Mo, allowing thinner walls and lower welding costs.

Chemicals, although smaller at present, represent the fastest-growing outlet at a 4.69% CAGR through 2030. Hydrodesulfurization (HDS) catalysts based on Co-Mo/Al2O3 remove sulfur from diesel and jet fuel to meet ultra-low sulfur directives, while MoO3 screws into catalysts that convert CO2 and renewable feedstock into synthetic fuels. This momentum positions chemicals to chip away share from steel in the latter half of the forecast window, lending depth to the molybdenum market.

The Molybdenum Market Report is Segmented by End Product (Steel, Chemical, Foundry, and More), Product Form (Molybdenum Concentrates, Roasted Molybdenum, Ferromolybdenum, and More), End-Use Industry (Oil & Gas, Chemical & Petrochemical, Automotive, Industrial, Building & Construction, and More), and Geography (Asia-Pacific, North America, Europe, Rest of the World). The Market Forecasts are Provided in Terms of Volume (Tons).

Geography Analysis

Asia-Pacific held 54.02% of global throughput in 2024 as China, Japan, South Korea, and India escalated steel output, vehicle assembly, and advanced-electronics fabrication. The region's 4.81% CAGR stems from Belt-and-Road infrastructure, energy pipelines, and shipbuilding. Beijing's February 2025 export-license regime for molybdenum puts downstream buyers on allocation watch and accelerates inventory build-ups.

North America is leveraging resource endowment in the United States, which mined 33,000 tons in 2024. A March 2025 executive order now seeks to fast-track mining permits, potentially lifting North American self-reliance. Europe, though supply-short, retains robust demand driven by German and Italian stainless mills and EV-component plants.

The European Commission's recycled-steel quotas propose that 25% of steel in new cars originate from scrap by 2030, stimulating molybdenum recovery from automotive shredders. Middle-East refiners import Mo for hydro-treating catalysts, while African copper porphyry projects contribute by-product molybdenum that feeds spot cargoes into Europe and Asia.

  1. Air Liquide
  2. Anglo American plc
  3. Antamina
  4. Antofagasta plc
  5. Centerra Gold Inc.
  6. China Molybdenum Co. Ltd.
  7. Codelco
  8. Freeport-McMoRan
  9. GRUPO MEXICO
  10. HONGDA GROUP
  11. Jiangxi Copper Corporation
  12. JINDUICHENG MOLYBDENUM CO.,LTD.
  13. KAZ Minerals
  14. KGHM
  15. Moltun International
  16. MOLYMET SA
  17. Multi Metal Development Limited
  18. Rio Tinto

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

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

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Surge in High-Strength Low-Alloy (HSLA) Steel Demand
    • 4.2.2 Increasing Renewable Energy Installations Requiring Mo-based Alloys
    • 4.2.3 Intensifying Deep-water Oil and Gas Drilling Boosting Corrosion-Resistant Mo Alloys
    • 4.2.4 Adoption of High-Temperature Mo Components for the Electric Vehicle Power Electronics
    • 4.2.5 Increasing Usage of Molybdenum
  • 4.3 Market Restraints
    • 4.3.1 High Cost of Molybdenum
    • 4.3.2 Government Regulations Concering Mining
    • 4.3.3 Substitution by Tungsten and Niobium in Specialty Steels
    • 4.3.4 Under-developed Recycling Infrastructure Limiting Secondary Supply
  • 4.4 Value Chain Analysis
  • 4.5 Porter's Five Forces
    • 4.5.1 Bargaining Power of Suppliers
    • 4.5.2 Bargaining Power of Buyers
    • 4.5.3 Threat of New Entrants
    • 4.5.4 Threat of Substitutes
    • 4.5.5 Degree of Competition
  • 4.6 Trade Analysis
  • 4.7 Price Trends

5 Market Size and Growth Forecasts (Volume)

  • 5.1 By End Product
    • 5.1.1 Steel
    • 5.1.2 Chemical
    • 5.1.3 Foundry
    • 5.1.4 Molybdenum Metal
    • 5.1.5 Nickel Alloys
  • 5.2 By Product Form
    • 5.2.1 Molybdenum Concentrates
    • 5.2.2 Roasted Molybdenum
    • 5.2.3 Ferromolybdenum
    • 5.2.4 Molybdenum Metal Powder
    • 5.2.5 Molybdenum Chemicals
  • 5.3 By End-user Industry
    • 5.3.1 Oil and Gas
    • 5.3.2 Chemical and Petrochemical
    • 5.3.3 Automotive
    • 5.3.4 Industrial
    • 5.3.5 Building and Construction
    • 5.3.6 Aerospace and Defense
    • 5.3.7 Other Industries (Energy Generation and Storage Electronics and Semiconductors, etc.)
  • 5.4 By Geography (Production Analysis)
    • 5.4.1 China
    • 5.4.2 United States
    • 5.4.3 Chile
    • 5.4.4 Peru
    • 5.4.5 Mexico
    • 5.4.6 Armenia
    • 5.4.7 Other Producer Countries
  • 5.5 By Geography (Consumption Analysis)
    • 5.5.1 Asia-Pacific
      • 5.5.1.1 China
      • 5.5.1.2 India
      • 5.5.1.3 Japan
      • 5.5.1.4 South Korea
      • 5.5.1.5 Rest of Asia-Pacific
    • 5.5.2 North America
      • 5.5.2.1 United States
      • 5.5.2.2 Canada
      • 5.5.2.3 Mexico
    • 5.5.3 Europe
      • 5.5.3.1 Germany
      • 5.5.3.2 United Kingdom
      • 5.5.3.3 Italy
      • 5.5.3.4 France
      • 5.5.3.5 Russia
      • 5.5.3.6 Rest of Europe
    • 5.5.4 Rest of the World
      • 5.5.4.1 South America
      • 5.5.4.2 Middle-East and Africa

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share(%) Analysis
  • 6.4 Company Profiles {(includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)}
    • 6.4.1 Air Liquide
    • 6.4.2 Anglo American plc
    • 6.4.3 Antamina
    • 6.4.4 Antofagasta plc
    • 6.4.5 Centerra Gold Inc.
    • 6.4.6 China Molybdenum Co. Ltd.
    • 6.4.7 Codelco
    • 6.4.8 Freeport-McMoRan
    • 6.4.9 GRUPO MEXICO
    • 6.4.10 HONGDA GROUP
    • 6.4.11 Jiangxi Copper Corporation
    • 6.4.12 JINDUICHENG MOLYBDENUM CO.,LTD.
    • 6.4.13 KAZ Minerals
    • 6.4.14 KGHM
    • 6.4.15 Moltun International
    • 6.4.16 MOLYMET SA
    • 6.4.17 Multi Metal Development Limited
    • 6.4.18 Rio Tinto

7 Market Opportunities and Future Outlook

  • 7.1 White-space and Unmet-need Assessment
  • 7.2 Rising Demand for Molybdenum-bearing Chemicals in Clean-fuel Processes