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市場調查報告書
商品編碼
1308668
2030 年全球電池材料市場預測 - 按類型、材料、應用和地區劃分的全球分析Battery Materials Market Forecasts to 2030 - Global Analysis By Type (Lithium Ion, Lead-Acid and Other Types), Material (Separator, Cathode, Electrolyte, Anode and Other Materials), Application and By Geography |
據Stratistics MRC預計,2023年全球電池材料市場規模將達到668.1億美元,預計在預測期內將以11.2%的複合年增長率增長,到2030年達到1404.6億美元。
電池材料是生產電池所使用的基本部件和原材料。它們主要由鎳、鈷和鋰等金屬製成。它們是從上游採礦作業中獲得的,這些作業從礦石和鹵水中提煉電池金屬。電子產品受益於高能量密度電池材料。它具有存儲容量大、比能量高的特點。電池組是最終產品,用於汽車、消費電子和儲能行業等各種終端市場。
印度品牌公平基金會 (IBEF) 的一份審查報告顯示,到 2025 年,印度預計將銷售 4.1 億部智能手機和超過 231,000 輛電動兩輪車。
鋰離子電池(LIB)是使用最廣泛的電動汽車技術。典型的汽車鋰離子電池具有由鋰 (Li)、鈷 (Co) 和鎳 (Ni) 製成的陰極、由石墨製成的陽極以及含有鋁和銅的各種電池和電池組組件。電池自發熱率低,特別適用於電動汽車,因此對電池原材料的需求不斷增加。加大力度減少溫室氣體排放以及引進高速、高性能充電站可能會改善電動汽車的銷售,進而改善電池材料行業。
充電基礎設施不足,導致乘用電動汽車投放困難。由於大多數電動汽車都使用鋰離子電池,充電基礎設施的可用性對於該行業的生存至關重要。由於缺乏電動汽車充電基礎設施,電動汽車只能在某些地區運行。充電站佈局不當,導致電網電力需求不均、電能質量差、電能損耗高、電能穩定性差。錯誤和開關操作引起的電壓下降可能會阻礙市場擴張。
儲能裝置可以更好地利用可再生能源。必須使用蓄電池來儲存電力,以便需要時可以使用。能源存儲可最大限度地減少電費和碳足跡。儲能設備對電網的依賴較小。與先進的軟件相結合,它可以在發生故障時提供備用電源。這些儲能係統具有節省經濟、緊急備用電源和增強太陽能自給自足等優點。這些因素正在加速市場擴張。
鉛是鉛酸蓄電池的主要成分,是一種有害物質。據信,中國鉛酸電池中的鉛有44%至70%被浪費並傾倒到環境中。總會有幾倍於汽油的污染程度。此外,接觸鉛酸電池的人可能會出現神經缺陷、身體和智力發育遲緩以及注意力和學習能力下降。使用這些物質需要專業知識、安全預防措施和正確的指導。這些因素都阻礙了市場的擴大。
供應鏈的各個方面都受到了 COVID-19 爆發的重大影響。儲能行業經歷了製造困難、停產困難、項目擴建困難、研發困難等。電池相關產品的銷量和生產率均下降。電池原材料進出口限制也造成供應和物流嚴重中斷。中國製造商遇到的困難導致訂單下降和未支付發票。大型電池製造商擔心銷量下降,因此為了保證充足的現金流,大公司通過搶奪小製造商客戶來重組客戶群。
由於其高能量密度、低放電頻率和電壓容量,鋰離子電池預計將有良好的增長。目前,最流行的儲能技術是鋰離子電池。鋰、石墨、鈷和錳都是鋰離子電池的成分。壽命比鉛酸電池長10倍。與傳統電池相比,鋰離子電池更緊湊、更強大。有效承受反復充放電。快速充電和防自放電功能正在推動這一領域的擴展。
預計陰極細分市場在預測期內將以最快的複合年增長率增長。二次電池的性能很大程度上取決於正極材料。正極促進電荷流動。氧化(失去電子)發生在負極,還原(獲得電子)發生在正極。正極材料中的主要活性元素是鈷、鎳和錳。其成本效益、卓越性能、無鈷和低鎳優勢等優勢正在推動該細分市場的增長。
預計亞太地區在預測期內將佔據最大的市場份額。中國、日本、韓國是全球最大的電池生產國,因此使用的電池原材料比例很大。廉價的生產投入和有利的政府政策吸引了大量外國直接投資到該地區,而多個工業設施的存在也有助於該地區的主導地位。此外,由於筆記本電腦、智能手機和其他便攜式電子設備等消費電子產品中便攜式電池組和可充電電池組的使用不斷增加,該地區的電池材料市場正在增長,而且可能正在加速增長。
由於技術進步,預計北美在預測期內的複合年增長率最高。該地區家用電器的使用正在迅速增長。電動汽車和電動自行車的引進也進展迅速。電動汽車和可再生能源領域的投資者也得到了政府的支持。由於多種因素,北美市場正在迅速成熟,包括嚴格的政府法律監管車輛排放、消費者可自由支配收入高以及消費者對可持續發展和環境保護的意識不斷增強,這是多種因素共同作用的結果。
2023 年 2 月,為全球能量密度最高的鋰離子 18650 電池提供動力的初創電池材料公司 Nanograph 宣布完成 6500 萬美元的 B 輪融資。Volta Energy Technologies 和 CC Industries 共同領投此輪投資 (CCI)。根據拜登總統的通脹削減法案,Nanograph 的 B 系列投資將支持芝加哥矽陽極的陸上生產以及創新鋰離子技術的持續開發、生產和交付。
2023年2月,Umicore與Terafam簽署低碳、可持續、高品位硫酸鎳長期供應協議。Umicore 和 Terafam 之間的合作夥伴關係重申了兩家公司對在歐洲建立可持續電池材料價值鏈的堅定承諾。此次合作將滿足Umicore位於波蘭的陰極製造設備未來的大部分鎳需求。這是歐洲第一家致力於正極材料的超級工廠。
According to Stratistics MRC, the Global Battery Materials Market is accounted for $66.81 billion in 2023 and is expected to reach $140.46 billion by 2030 growing at a CAGR of 11.2% during the forecast period. Battery materials are the basic components and raw materials used in the production of batteries. They are mostly made of metals like nickel, cobalt, and lithium. They come from upstream mining operations that purify battery metals from mineral ores or saltwater brines. Electronic gadgets benefit from high energy density battery materials. They have a large storage capacity and high specific energy. Battery packs are the final products, and they are used in many different end markets, including the automotive, consumer electronics, and energy storage industries.
According to the India Brand Equity Foundation (IBEF) review report, 410 million units of smart phones and over 231 thousand units of electric two wheelers are expected to be sold in India by 2025.
Lithium-ion batteries (LIBs) are the most extensively used EV technology. A typical car LIB has a cathode made of lithium (Li), cobalt (Co), and nickel (Ni), and an anode made of graphite and different cell and pack components including aluminum and copper. The demand for battery raw materials is rising as batteries have a low self-heating rate and are especially useful in electric vehicles. The increased efforts to decrease greenhouse gas emissions, as well as the implementation of high-speed and sophisticated charging stations, are likely to improve electric vehicle sales and hence the battery material industry.
Launching of passenger electric vehicles would be challenging due to inadequate charging infrastructure. The majority of electric cars utilize lithium ion batteries, therefore the availability of charging infrastructure is a crucial component for the industry's viability. Due to a lack of EV charging infrastructure, EVs can only function in a certain geographic region. The grid's power demand becomes more unequal as a result of improper charging station placement, which leads to poor power quality, greater power loss, and decreased power stability. Voltage drops brought on by errors or switching operations could hinder market expansion.
Better usage of renewable energy is made possible by energy storage devices. It is essential to utilize batteries to store this power so that it is available whenever you need it. They minimize electricity costs and carbon footprint. The energy storage devices are less dependent on the grid. When there are disturbances, they can supply backup power since they are combined with sophisticated software. These energy storage systems offer advantages including financial savings, emergency backup power, and enhancing solar self-supply. These several elements are accelerating the market expansion.
Lead, the primary component of lead-acid batteries, is a hazardous substance. In the PRC, it is thought that between 44% and 70% of the lead from lead acid batteries is wasted and dumped into the environment. There will always be pollution levels that are several times higher than those of gasoline. Additionally, they may result in neurological damage, decreased physical and mental growth, and difficulty with focus and learning for the individual exposed to them. Such material usage calls for specialized knowledge, safety measures, and appropriate instruction. These factors are impeding market expansion.
All facets of the supply chain have been extensively impacted by the COVID-19 epidemic. The energy storage industry experienced challenges with manufacturing, shipping hold-ups, project expansion, and R&D. Sales of battery-related products and the rate at which they are produced have both decreased. As a result of the restrictions on the import and export of raw materials for batteries, there were also significant disruptions in supply and logistics. The difficulties experienced by Chinese manufacturers resulted in fewer orders and unpaid invoices. Big battery makers ran the danger of seeing their sales decline; therefore larger businesses realigned their clientele by snatching up some of the small manufacturers' customers in order to generate enough cash flow.
The lithium-ion segment is estimated to have a lucrative growth, due to its high energy density, low discharge frequency, and voltage capacity. Currently, the most popular energy storage technology is lithium-ion batteries. Lithium, graphite, cobalt, and manganese are all components of lithium-ion batteries. Compared to lead-acid batteries, their lifespan can be up to 10 times longer. Compared to conventional batteries, lithium-ion batteries are more compact and potent. They withstand repeated charging and discharging effectively. Their quick charging and anti-self-discharge features are promoting the segment's expansion.
The cathode segment is anticipated to witness the fastest CAGR growth during the forecast period. The performance of rechargeable batteries is highly dependent on the cathode materials. The electric charge flow is facilitated by the cathode. While oxidation (loss of electrons) happens at the anode, reduction (gain of electrons) takes place at the cathode, which is the positive electrode. The main active elements in cathode materials are cobalt, nickel, and manganese. The benefits of being cost-effective, exceptional performance, cobalt-free, and low in nickel are propelling the segment's growth in addition to these other benefits.
Asia Pacific is projected to hold the largest market share during the forecast period. China, Japan, and South Korea use a significant proportion of battery raw materials since they constitute the world's largest battery manufacturers. Large FDIs have been drawn to this area as a result of the availability of inexpensive production inputs and favourable government policies, and the existence of several industrial facilities has contributed to the region's supremacy. Additionally, the market for battery materials in the area is probably being accelerated by the rising usage of portable and rechargeable battery packs in consumer electronics products like laptops, smart phones, and other portable electronic devices.
North America is projected to have the highest CAGR over the forecast period, owing to its technical improvements. The usage of consumer electronics in this region has been rapidly increasing. Electric automobiles and bicycles are being adopted quickly. Investors in the electric car and renewable energy sectors are also receiving help from the government. The market in North America is maturing quickly due to a combination of factors including severe government laws regulating car emissions, high consumer discretionary income, and growing consumer awareness of sustainability and environmental preservation.
Some of the key players profiled in the Battery Materials Market include Mitsubishi Chemical Holdings, BASF SE, Hitachi Chemical Co Ltd, Glencore PLC, Kureha Corporation, Norlisk Nickel, NanoGraf, NEI Corporation, Asahi Kasei, Umicore Cobalt & Specialty Materials, Albemarle, Targray Technology International, TCI Chemicals Pvt. Ltd, Livent Corporation, Nichia Corporation, Sheritt International Corporation, SQM, Vale S.A., Shanghai Shanshan Tech Co and Teck Resources.
In February 2023, NanoGraf, a start-up battery Materials Company and enabler of the world's most energy-dense lithium-ion 18650 cells, announced a USD 65 million Series B fundraising round. Volta Energy Technologies and CC Industries co-led the investment round (CCI). In accordance with President Biden's Inflation Reduction Act, NanoGraf's Series B investment supports the onshoring of its silicon anode production in Chicago, as well as the continuous development, production, and delivery of innovative lithium-ion technology.
In February 2023, Umicore agreed to a long-term supply arrangement with Terrafame Ltd. for low-carbon, sustainable high-grade nickel sulfate. Umicore and Terrafame's collaboration reaffirms their unwavering commitment to building a sustainable battery materials value chain in Europe. This arrangement will cover a significant portion of Umicore's future nickel demand at its cathode materials unit in Poland. This is Europe's first gigafactory dedicated to cathode materials.