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市場調查報告書
商品編碼
1752334
全球苛性鈉市場需求分析:按地區、按應用、預測(~2034年)Caustic Soda Market Analysis By Demand, By Region, By Applications and Forecast Report Till 2034 |
2024年,全球苛性鈉市場規模約9,050萬噸,自2018年以來,市場年均成長率約2%。預計這一動力將略有回升,到2034年年複合成長率約為2.8%。預計到2034年,市場規模將超過1.16億噸,這得益於工業化程度的提高、終端使用部門的擴大以及生產能力的提高,尤其是在亞太地區。
苛性鈉,也稱為氫氧化鈉(NaOH),是一種白色離子化合物,主要作為氯鹼製程中氯的副產品而產生。在這個製程中,氯化鈉(NaCl)被電解,主要生成氯氣,副生成苛性鈉,通常稱為氯鹼。燒鹼主要採用膜電解技術生產,但商業性也採用隔膜電解技術。
苛性鈉用途廣泛,其中氧化鋁生產佔了相當大的市場佔有率,約20%。其他主要應用包括有機化學品、食品加工、肥皂和清潔劑、紡織、水處理、鋼鐵/冶金(燒結)等。亞太地區是苛性鈉最大的市場,其次是北美和西歐。
苛性鈉產能
至2034年,全球苛性鈉產能預計將超過13萬噸,主要受亞太地區產能擴張的推動,以滿足下游產業日益成長的需求。目前,亞太地區佔全球苛性鈉產能的60%,其次是北美,佔16%。其餘產能分佈在西歐、中東歐、拉丁美洲以及中東和非洲。
亞太地區和北美合計佔全球需求的70%以上。在亞太地區,中國是消費大國,其次是日本、韓國和印度。預計到2034年,該地區的需求將超過77,500千噸。北美的需求在2024年達到11,500千噸(佔全球需求的13%),到2034年達到13,350千噸,年複合成長率為1.5%。美國佔該地區需求的85%,其次是墨西哥和加拿大(各佔約7.4%)。美國也領先全球出口,2018年至2022年期間平均每年超過5,000千噸,預計在可預見的未來將維持這一水準。
中國約佔全球苛性鈉產能的45%,佔全球主導地位。中國擁有幾家單機產能超過100萬噸的主要製造商,包括Tangshan Sanyou Chlor-alkali Co.、Inner Mongolia Junzheng Chemical Co.、Inner Mongolia Zhonggu Mining Co.、Shingpu Chemicals Ltd.、Jiangsu Meilan、Shaanxi Beiyuan Chemical Industry Group Co.、Dongying Huatai Chemical Group、Xinjiang Zhongtai Chemical Industry、Weifang Yaxing Chemical Co. Ltd.。中國苛性鈉的主要國際市場包括澳洲(2024年進口量約45萬噸),其次是印尼、越南、菲律賓、新加坡和巴西。
苛性鈉用途概述
氧化鋁生產在全球苛性鈉市場佔據主導地位,由於其在鋁製造中的關鍵作用,佔總需求的21%。苛性鈉是從礬土中提取氧化鋁的拜耳法製程的關鍵試劑。苛性鈉對於氧化鋁萃取非常重要,預計到2022年全球氧化鋁產量將達到1.4億噸,與前一年同期比較增1.1%。氧化鋁主要用於運輸、建築和包裝行業。鋁需求的成長,尤其是在有助於減少排放氣體和提高性能的汽車應用領域的成長,預計將進一步推苛性鈉的需求。
本報告對全球苛性鈉市場進行調查分析,包括市場動態和行業趨勢、各細分市場的供需情況、製造商概況等資訊。
In 2024, the global caustic soda market stood at around 90.5 million tons and since 2018, the market has grown at an average annual rate of ~2%, and this momentum is estimated to strengthen slightly, with a projected CAGR of 2.8% through 2034. The market is forecast to surpass 116 million tons by 2034, driven by rising industrialization, expanding end-use sectors, and increasing production capacities, particularly in Asia-Pacific.
Caustic soda, also known as sodium hydroxide (NaOH), is a white ionic compound primarily produced as a by-product of chlorine through the Chlor-alkali process. In this process, sodium chloride (NaCl) is electrolyzed to produce chlorine as the main product and caustic soda as the secondary product. The two together are commonly referred as Chlor-alkali. Membrane cell technology is the predominant method used in production, while diaphragm cell technology is also commercially employed.
Caustic soda serves a broad range of applications, with alumina production accounting for major share at ~20%. Other major uses include organic chemicals, food processing, soaps and detergents, textiles, water treatment, and steel/metallurgy (sintering). Asia Pacific dominates the demand for caustic soda, followed by North America and Western Europe..
Manufacturing Capacity of Caustic Soda
By 2034, global caustic soda production capacity is estimated to cross 130,000 kilo tons, driven largely by expansions in the Asia Pacific to meet rising demand from downstream industries. Currently, Asia Pacific holds ~60% of the total global caustic soda capacity, followed by North America at ~16%. The remaining capacity is spread across Western Europe, Central & Eastern Europe, Latin America, and the Middle East & Africa.
Asia Pacific and North America together accounted for more than 70% of global demand. Within Asia Pacific, China leads consumption, followed by Japan, South Korea, and India. The region's demand is estimated to surpass 77,500 kilo tons by 2034. In North America, demand was 11,500 kilo tons in 2024 (13% of global demand), forecast to grow at a CAGR of 1.5%, reaching 13,350 kilo tons by 2034. The United States dominates regional demand with 85%, followed by Mexico and Canada (each around 7.4%). The U.S. also leads global exports, averaging over 5,000 kilo tons annually between 2018 and 2022 a volume estimated to be sustained.
China dominates global caustic soda capacity, contributing ~45% of the global total. The country is home to several leading producers with individual capacities exceeding 1,000 kilo tons, including Tangshan Sanyou Chlor-alkali Co., Inner Mongolia Junzheng Chemical Co., Ltd., Inner Mongolia Zhonggu Mining Co., Ltd., Shingpu Chemicals Ltd., Jiangsu Meilan, Shaanxi Beiyuan Chemical Industry Group Co., Dongying Huatai Chemical Group, Xinjiang Zhongtai Chemical Industry, and Weifang Yaxing Chemical Co. Ltd. Key international markets for Chinese caustic soda include Australia which alone imported around 450 kilo tons in 2024 followed by Indonesia, Vietnam, the Philippines, Singapore, and Brazil.
Recent Market Developments
Caustic Soda Applications Overview
Alumina production dominates the global caustic soda market, accounting for 21% of total demand due to its critical role in aluminum manufacturing. Caustic soda is a key reagent in the Bayer process, which extracts alumina from bauxite ore. Caustic soda is essential in alumina extraction, with global alumina production reaching 140 million tons in 2022, up 1.1% from the previous year. Alumina is primarily used in transportation, building & construction, and packaging industries. Increasing demand for aluminum, especially in automotive applications where it helps reduce emissions and improve performance, will further drive caustic soda demand.
Organic and inorganic chemicals together consume about 26% of caustic soda. Food processing and pulp & paper industries account for 18%, while textiles, soaps & detergents, water treatment, petroleum refining, and other applications make up the remaining 35%.
Note: Demand-Supply Analysis has been provided for all major Regions / Countries as mentioned below. The demand (consumption) split by application has been provided for each of the countries / regions in Volume (Kilo tons) and Value (USD Million).
Note: CAGR will be calculated for all the application to arrive at the regional / global Demand-Supply growth for the forecast period (2025 - 2034)
Note: This section includes company information, company financials, manufacturing bases and operating regions. Company financials have been mentioned only for those companies where financials were available in SEC Filings, annual reports, or company websites. All the reported financials in this report are in U.S. Dollars. Financials reported in other currencies have been converted using average currency conversion rates. Company profiles may include manufacturers, suppliers, and distributors.