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市場調查報告書
商品編碼
1766055
2032 年鋰離子電池回收市場預測:按化學、製程、來源、技術、最終用戶和地區進行的全球分析Li-ion Battery Recycling Market Forecasts to 2032 - Global Analysis By Chemistry, Process, Source, Technology, End User and By Geography |
根據 Stratistics MRC 的數據,全球鋰離子電池回收市場預計在 2025 年達到 86 億美元,到 2032 年將達到 322 億美元,預測期內的複合年成長率為 20.6%。
鋰離子電池回收是指從廢棄鋰離子電池中回收有價值的材料,同時減少廢棄物和環境影響的過程。回收過程採用機械拆解、熱處理和濕式冶金工藝,以提取鋰、鈷、鎳和其他金屬。電池首先被放電並破碎,然後分離出陰極、陽極和電解質等組件。之後,透過化學工藝精製金屬,並將其重新用於電池製造。高效率的回收需要先進的分選、精製和回收技術,以最佳化材料產量並最大限度地減少有害產物的分離。
據世界經濟論壇稱,到 2021 年,電池市場將消耗全球約 74% 的鋰產量,凸顯了對高效回收解決方案的迫切需求。
電動車在世界各地日益普及
全球電動車 (EV) 的快速普及是鋰離子電池回收市場的最大驅動力。隨著電動車銷量不斷創下紀錄,需要環保處置和資源回收的廢棄鋰離子電池數量正在迅速成長。世界各國政府正透過獎勵和法規推動電動車的普及,將導致未來廢棄電池供應量龐大。日益成長的「電池山」迫切需要建立強大的回收基礎設施和高效的回收流程來回收有價值的材料。在減緩氣候變遷的努力推動下,人們向永續交通的轉變直接推動了電池回收的需求。
缺乏標準化的回收基礎設施
鋰離子電池回收市場的關鍵限制因素是缺乏標準化、完善的回收基礎設施。鋰離子電池化學成分和設計的多樣性使得通用回收流程既困難又昂貴。在許多地區,收集點和專門的回收設施不足以處理快速成長的廢棄電池數量。缺乏明確的法律規範和回收經濟獎勵,進一步阻礙了健全基礎設施的建立。這種割裂的格局造成了物流瓶頸,阻礙了電池有效率地進入回收管道。
回收技術的進步
鋰離子電池回收市場的一個重要機會來自於回收技術的進步。濕式冶金、火法冶金和直接回收方法的創新正在提高提取鋰、鈷和鎳等有價值材料的效率和經濟效益。新興技術正在提供更高的回收率、更低的能耗和更少的環境影響。這些技術飛躍對於擴大回收業務規模並提高獲利能力至關重要,而盈利的提升則受到關鍵原料需求的驅動。
與新電池的競爭
鋰離子電池回收市場面臨的一大威脅是來自新型電池化學成分的競爭。目前,鋰離子電池佔據主導地位,但正在進行的研究正在探索替代電池類型,例如固態電池、鈉離子電池和液流電池。如果這些新型電池被廣泛實用化,可能會降低鋰離子電池的長期生產需求,進而影響可供回收的電池數量。轉變為不同材料成分的化學成分也可能使現有的回收過程過時或效率降低,需要大量的新投資。
新冠疫情對鋰離子電池回收市場的影響良莠不齊,但最終加速了其發展。最初,由於供應鏈中斷以及汽車生產和家用電子電器銷售的暫時放緩,回收再生用的電池產量略有下降。然而,疫情也凸顯了全球關鍵原料供應鏈的脆弱性。這促使人們重新關注建立循環經濟和確保國內原料供應,並增加了對電池回收的長期興趣和投資。疫情後電動車轉型的加速,進一步凸顯了建立健全回收基礎設施的迫切需求。
預計預測期內鋰鈷氧化物部分將實現最大幅度成長。
預計鈷酸鋰 (LCO) 電池領域將在預測期內佔據最大市場佔有率,這得益於其在智慧型手機、筆記型電腦和平板電腦等家用電子電器產品中的廣泛應用。這些設備中的大量使用確保了穩定且關鍵的回收原料。 LCO 電池還含有高濃度的鈷,這是一種寶貴且關鍵的材料,使其回收具有經濟吸引力。 LCO 電池在消費領域非常普及,因此保持了其領先的市場佔有率。
預計預測期內火法冶金領域將以最高的複合年成長率成長。
預計火法冶金領域將在預測期內達到最高成長率。該方法擁有成熟的工業應用和基礎設施,確保透過高溫冶煉實現高效的金屬回收。火法冶金仍然是新興經濟體的首選解決方案,這得益於大型商業回收工廠的日益普及。由於其操作簡便且預處理要求低,該技術持續吸引投資。由於排放,環保合規性也越來越容易實現。受精簡、高功率回收需求日益成長的推動,預計該領域將實現最高的複合年成長率。
在政府關於電子廢棄物和工業永續性指令的推動下,預計亞太地區將在預測期內佔據最大的市場佔有率。中國、韓國和日本等國家在回收基礎建設方面處於領先地位。該地區擁有一個高度整合的生態系統,由領先的電池製造商主導。在電動車的積極普及和都市化的推動下,電池廢棄物的數量正在迅速成長。在資源稀缺的刺激下,地方政府正在實施循環經濟措施。受具有成本競爭力的回收服務和強大供應鏈的影響,亞太地區將佔據最大的市場佔有率。
預計北美地區在預測期內的複合年成長率最高,這得益於對關鍵礦產採購的擔憂以及電池回收成為國家戰略重點。美國和加拿大正在推動創新主導成長,並加大對先進回收新興企業的投資。在強勁的汽車電氣化目標和製造商承諾的推動下,對再生材料的需求正在激增。基礎設施正在迅速擴張,支持封閉式回收系統的新立法也起到了推動作用。在汽車製造商和回收商之間加強合作的推動下,該地區預計將引領成長動能。
According to Stratistics MRC, the Global Li-ion Battery Recycling Market is accounted for $8.6 billion in 2025 and is expected to reach $32.2 billion by 2032 growing at a CAGR of 20.6% during the forecast period. Li-ion battery recycling is the process of recovering valuable materials from spent lithium-ion batteries to reduce waste and environmental impact. It involves mechanical dismantling, thermal treatment, and hydrometallurgical processing to extract lithium, cobalt, nickel, and other metals. Batteries are first discharged and shredded, followed by separation of components like cathodes, anodes, and electrolytes. Chemical processes then refine metals for reuse in battery manufacturing. Efficient recycling requires advanced sorting, purification, and recovery technologies to optimize material yield and minimize hazardous byproducts.
According to the World Economic Forum, the battery market consumed approximately 74% of global lithium production in 2021, highlighting the critical need for efficient recycling solutions.
Rising electric vehicle adoption globally
The surging global adoption of electric vehicles (EVs) is the foremost driver for the Li-ion battery recycling market. As EV sales continue to break records, the volume of end-of-life Li-ion batteries requiring environmentally responsible disposal and resource recovery is rapidly increasing. Governments worldwide are promoting EV adoption through incentives and regulations, leading to a vast future supply of spent batteries. This growing "battery mountain" creates an urgent need for robust recycling infrastructure and efficient processes to reclaim valuable materials. The shift towards sustainable transportation, spurred by climate change mitigation efforts, directly fuels the demand for battery recycling.
Lack of standardized recycling infrastructure
A significant restraint for the Li-ion battery recycling market is the prevalent lack of a standardized and comprehensive recycling infrastructure. The diverse chemistries and designs of Li-ion batteries make universal recycling processes challenging and costly. In many regions, collection points and specialized recycling facilities are insufficient to handle the rapidly increasing volume of end-of-life batteries. The absence of clear regulatory frameworks and economic incentives for recycling further impedes the establishment of a robust infrastructure. This fragmented landscape creates logistical bottlenecks and hinders the efficient flow of batteries into the recycling pipeline.
Advancements in recycling tech
A major opportunity for the Li-ion battery recycling market stems from ongoing advancements in recycling technologies. Innovations in hydrometallurgical, pyrometallurgical, and direct recycling methods are improving the efficiency and economic viability of extracting valuable materials like lithium, cobalt, and nickel. New techniques are emerging that offer higher recovery rates, lower energy consumption, and reduced environmental impact. These technological leaps are crucial for scaling up recycling operations and making them more profitable, fueled by the demand for critical raw materials.
Competition from new battery types
A considerable threat to the Li-ion battery recycling market is the emergence and growing competition from new and evolving battery chemistries. While Li-ion batteries currently dominate, ongoing research is exploring alternatives like solid-state batteries, sodium-ion batteries, and flow batteries. If these new battery types achieve widespread commercialization, they could reduce the long-term demand for Li-ion battery production, consequently impacting the volume of batteries available for recycling. The shift to chemistries with different material compositions might also render current recycling processes obsolete or less efficient, requiring significant new investments.
The COVID-19 pandemic had a mixed but ultimately accelerating impact on the Li-ion battery recycling market. Initially, supply chain disruptions and a temporary slowdown in automotive production and consumer electronics sales led to a slight dip in battery generation for recycling. However, the pandemic also highlighted the fragility of global supply chains for critical raw materials. This prompted a renewed focus on establishing circular economies and securing domestic supplies of materials, thereby boosting long-term interest and investment in battery recycling. The accelerated shift towards electric vehicles post-pandemic further underscored the urgent need for a robust recycling infrastructure.
The lithium cobalt oxide segment is expected to be the largest during the forecast period
The lithium cobalt oxide segment is expected to account for the largest market share during the forecast period, due to the extensive use of Lithium Cobalt Oxide (LCO) batteries in consumer electronics, such as smartphones, laptops, and tablets. The sheer volume of these devices reaching their end-of-life ensures a consistent and significant feedstock for recycling. LCO batteries also contain high concentrations of cobalt, a valuable and critical material, making their recycling economically attractive. Their pervasive presence in the consumer sector solidifies their leading market share.
The pyrometallurgical segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the pyrometallurgical segment is predicted to witness the highest growth rate, backed by established industrial applications and infrastructure, this method ensures efficient metal recovery through high-temperature smelting. By increasing adoption in large-scale commercial recycling plants, pyrometallurgy remains a preferred solution in emerging economies. Influenced by its simplicity and reduced preprocessing requirements, this technique continues to attract investment. Guided by improvements in emission control technologies, environmental compliance is becoming more achievable. Motivated by expanding demand for streamlined, high-output recycling, the segment is projected to register the highest CAGR.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, fuelled by government mandates on e-waste and industrial sustainability. Nations like China, South Korea, and Japan lead recycling infrastructure development. Guided by the presence of leading battery manufacturers, the region enjoys a well-integrated ecosystem. Spurred by aggressive EV adoption and urbanization, battery waste volumes are increasing rapidly. Motivated by resource scarcity, local governments are enforcing circular economy policies. Influenced by cost-competitive recycling services and strong supply chains, Asia Pacific will retain the largest market share.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, influenced by critical mineral sourcing concerns, and battery recycling is becoming a strategic national priority. Backed by growing investment in advanced recycling startups, the U.S. and Canada are fostering innovation-led growth. Guided by strong automotive electrification goals and manufacturer commitments, demand for recycled materials is surging. Spurred by new legislation supporting closed-loop recycling systems, infrastructure is expanding rapidly. Motivated by increasing collaboration between automakers and recyclers, the region is set to lead in growth momentum.
Key players in the market
Some of the key players in Li-ion Battery Recycling Market include 3R Recycler, ACE Green Recycling, American Battery Technology Company, Attero Recycling, BatX Energies, Cirbra Solution, Ganfeng Lithium, Glencore, Li-Cycle Holdings Corporation, Lohum Cleantech, Neometals, RecycLiCo Battery Material, Redwood Materials, SK TES, and Umicore.
In May 2025, Li-Cycle Holdings Corporation launched its Spoke & Hub 2.0 System, expanding recycling capacity across North America and Europe. The system's modular design enhances efficiency, recovering 95% of battery materials. It supports the EV and energy storage markets, reducing landfill waste and providing sustainable raw materials for battery production.
In April 2025, Ganfeng Lithium introduced a Closed-Loop Recycling Process, achieving 95% recovery of lithium, cobalt, and nickel. The process minimizes waste and energy use, supporting sustainable battery production. Its scalability benefits EV and renewable energy sectors, strengthening Ganfeng's position in the global supply chain for critical battery materials.
In March 2025, American Battery Technology Company (ABTC) announced its Lithium-Ion Direct Extraction Plant, cutting recycling costs by 30%. The plant uses proprietary technology to recover high-purity materials, supporting EV and grid storage industries. Its cost efficiency and high recovery rates make it a key player in sustainable battery recycling solutions.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.