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市場調查報告書
商品編碼
1813312
稀土 (REE) 回收市場預測(至 2032 年):按來源、元素類型、技術、應用和地區分類的全球分析Rare Earth Element (REE) Recovery Market Forecasts to 2032 - Global Analysis By Source (Mining Waste, Industrial Waste, End-of-Life Products and Other Sources), Element Type, Technology, Application and By Geography |
根據 Stratistics MRC 的數據,全球稀土 (REE) 回收市場預計在 2025 年達到 4.286 億美元,到 2032 年將達到 9.959 億美元,預測期內的複合年成長率為 12.8%。
稀土回收是指從原生礦石、工業廢料、電子廢棄物和其他二次資源中提取、分離和純化稀土元素 (REE) 以確保永續供應的過程。這些元素,包括釹、鏑和鈰,對於可再生能源、電動車、國防系統和消費性電子產品等先進技術至關重要。回收涉及多種技術,包括濕式冶金、火法冶金和生物瀝取,以回收有價值的材料,同時最大限度地減少對環境的影響。隨著全球對清潔能源和高科技設備的需求不斷成長,稀土回收在資源安全、減少廢棄物和發展循環經濟方面發揮關鍵作用。
清潔能源和電動汽車產業的需求不斷成長
馬達和渦輪機中的高性能磁鐵需要穩定的釹和镨供應。回收正成為優先事項,以減少對礦產資源的依賴並降低供應鏈風險。循環經濟框架鼓勵從工業廢棄物和廢棄電子產品中進行回收。政府支持的措施支持國內回收基礎建設。這項轉變加強了稀土回收在永續製造業中的作用。
環境和授權問題
排放、廢棄物處理和土地使用的多層級授權延緩了開發進度。生態問題和社區阻力使設施位置變得複雜。小型企業可能缺乏應對監管環境的資源。政策實施的不確定性阻礙了私人投資。這些因素限制了敏感地區的市場擴張。
更嚴格的環境法規鼓勵回收利用
國家資源回收目標已納入循環經濟政策。低影響處理和廢棄物利用的獎勵正在推動技術應用。與原始設備製造商的合作正在改善回收物流和材料可追溯性。社會對資源枯竭的擔憂正在加強政策支持。這些因素正在推動稀土回收市場的成長。
回收基礎設施和收集系統不成熟
缺乏標準化拆解程序降低了報廢產品的回收率。非正規管道損害了材料品質和可追溯性。高昂的啟動成本和技術壁壘阻礙了新市場的進入。先進的加工設施集中在特定區域,限制了全球准入。這些挑戰威脅著擴充性和供應鏈的韌性。
新冠疫情嚴重擾亂了稀土(REE)回收市場,導致供應鏈中斷、採礦活動減少以及回收計劃延遲。運輸限制和勞動力短缺阻礙了從報廢產品中回收和加工稀土。汽車、電子和可再生能源等關鍵產業的需求波動也帶來了不確定性。然而,這場危機也凸顯了在地化供應鏈和永續復甦的重要性,並刺激了對回收技術的投資,以減少對原生礦產的依賴。
輕稀土(LREE)板塊預計將在預測期內佔據最大佔有率
輕稀土元素 (LREE) 預計將在預測期內佔據最大的市場佔有率,因為它們廣泛用於磁鐵、催化劑和磨料。釹和鈰等元素在電動車、電子產品和玻璃製造中至關重要。回收技術正在提高工業廢棄物的產量和純度。監管支援和工藝創新正在提高效率。充足的供應和較低的地緣政治風險有利於優先考慮輕稀土元素。該領域將繼續在稀土回收量方面保持領先地位。
預計預測期內電池和儲能領域將以最高的複合年成長率成長。
受清潔能源基礎設施需求成長的推動,電池和儲能產業預計將在預測期內實現最高成長率。稀土元素在電池合金和節能儲能平台中至關重要。報廢電動車電池和電網系統的回收正日益普及。自動化和智慧分類正在提高回收率。戰略合作夥伴關係和政策獎勵正在加速市場准入。隨著儲能成為全球脫碳的核心,該產業必將蓬勃發展。
由於日益重視循環經濟實踐和回收製程創新,預計北美將在預測期內佔據最大的市場佔有率。各國政府和私人企業正致力於透過先進的廢棄產品和工業廢棄物流回收解決方案來減少對進口的依賴。與研究機構和清潔能源公司的策略合作正在提高回收效率。電動車、國防應用和可再生能源領域日益成長的需求,以及支持永續供應鏈發展的強大的政策框架,正在進一步加速區域舉措的推進。
預計亞太地區在預測期內的複合年成長率最高。這得益於廣泛的工業活動、不斷擴大的製造產能以及鼓勵社區回收系統的政府支持計劃。該地區各國正在投資大型設施來處理採礦廢棄物和電子廢棄物,以增強國內蘊藏量。電子、再生能源和汽車產業的擴張正在創造對回收元素的巨大需求。區域參與者優先考慮低成本、高收益的回收技術,跨境策略聯盟也很常見,以確保資源安全。快速的都市化和基礎設施發展繼續推動回收生態系統的進步。
According to Stratistics MRC, the Global Rare Earth Element (REE) Recovery Market is accounted for $428.6 million in 2025 and is expected to reach $995.9 million by 2032 growing at a CAGR of 12.8% during the forecast period. Rare earth element recovery refers to the process of extracting, separating, and purifying rare earth elements (REEs) from primary ores, industrial residues, electronic waste, and other secondary sources to ensure their sustainable supply. These elements, such as neodymium, dysprosium, and cerium, are critical for advanced technologies including renewable energy, electric vehicles, defense systems, and consumer electronics. Recovery involves various techniques like hydrometallurgy, pyrometallurgy, and bioleaching to reclaim valuable materials while minimizing environmental impact. As global demand for clean energy and high-tech devices rises, rare earth element recovery plays a vital role in resource security, waste reduction, and circular economy development.
Rising demand from clean-energy and EV sectors
High-performance magnets in motors and turbines require consistent access to neodymium and praseodymium. Recycling is being prioritized to reduce reliance on mined sources and mitigate supply chain risks. Circular economy frameworks are promoting recovery from industrial waste and obsolete electronics. Government-backed initiatives are supporting domestic recycling infrastructure. These shifts are reinforcing the role of REE recovery in sustainable manufacturing.
Environmental and permitting challenges
Multi-tiered approvals for emissions, waste handling, and land use slow development timelines. Ecological concerns and community resistance complicate facility siting. Smaller firms may lack resources to navigate regulatory landscapes. Uncertainty around policy enforcement deters private investment. These factors are constraining market expansion in sensitive regions.
Stricter environmental regulations encouraging recycling
National targets for resource recovery are being embedded in circular economy policies. Incentives for low-impact processing and waste utilization are driving technology adoption. OEM partnerships are improving collection logistics and material traceability. Public concern over resource depletion is reinforcing policy support. These conditions are fostering growth in the REE recovery market.
Immature recycling infrastructure and collection systems
Lack of standardized dismantling procedures reduces recovery rates from end-of-life products. Informal channels compromise material quality and traceability. High setup costs and technical barriers deter new market entrants. Advanced processing facilities are concentrated in select geographies, limiting global access. These challenges threaten scalability and supply chain resilience.
The Covid-19 pandemic significantly disrupted the Rare Earth Element (REE) recovery market, causing supply chain interruptions, reduced mining activities, and delays in recycling projects. Restrictions on transportation and labor shortages hampered collection and processing of REEs from end-of-life products. Demand fluctuations from key sectors like automotive, electronics, and renewable energy also created uncertainty. However, the crisis highlighted the importance of localized supply chains and sustainable recovery, encouraging investments in recycling technologies to reduce dependency on primary mining sources.
The light rare earth elements (LREEs) segment is expected to be the largest during the forecast period
The light rare earth elements (LREEs) segment is expected to account for the largest market share during the forecast period due to their extensive use in magnets, catalysts, and polishing agents. Elements like neodymium and cerium are critical for EVs, electronics, and glass manufacturing. Recovery technologies are improving yield and purity from industrial waste streams. Regulatory support and process innovation are boosting efficiency. Abundant availability and lower geopolitical risk favor LREE prioritization. This segment will continue to lead in recovered REE volumes.
The batteries & energy storage segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the batteries & energy storage segment is predicted to witness the highest growth rate owing to rising demand for clean energy infrastructure. Rare earths are vital for battery alloys and energy-efficient storage platforms. Recycling from spent EV batteries and grid systems is gaining traction. Automation and smart sorting are enhancing recovery rates. Strategic collaborations and policy incentives are accelerating market entry. This segment is set for rapid growth as energy storage becomes central to global decarbonization.
During the forecast period, the North America region is expected to hold the largest market share is shaped by strong emphasis on circular economy practices and technological innovation in recycling processes. Governments and private firms are focusing on reducing reliance on imports through advanced recovery solutions from end-of-life products and industrial waste streams. Strategic collaborations with research institutions and clean energy companies are enhancing recovery efficiency. Increasing demand from electric vehicles, defense applications, and renewable energy sectors further accelerates regional initiatives, with robust policy frameworks supporting sustainable supply chain development.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR by extensive industrial activity, growing manufacturing capacities, and supportive government programs encouraging localized recovery systems. Countries in the region are investing in large-scale facilities to process mining waste and electronic waste, strengthening domestic reserves. Expanding electronics, renewable power, and automotive industries create significant demand for recovered elements. Regional players emphasize low-cost, high-yield recovery technologies, while strategic cross-border partnerships are common to ensure resource security. Rapid urbanization and infrastructure development continue to drive advancements in recovery ecosystems.
Key players in the market
Some of the key players in Rare Earth Element (REE) Recovery Market include Lynas Rare Earths Ltd., Iluka Resources Limited, MP Materials Corp., Aluminum Corporation of China Ltd. (Chinalco), China Northern Rare Earth Group, Arafura Rare Earths Ltd., Rare Element Resources Ltd., Texas Mineral Resources Corp., Neo Performance Materials Inc., Ucore Rare Metals Inc., Medallion Resources Ltd., REEtec AS, Eramet S.A., Minmetals Rare Earth Co., Ltd. and Rainbow Rare Earths Ltd.
In August 2025, Iluka signed a binding 15-year offtake agreement with Lindian Resources for up to 6,000 tonnes per annum of monazite concentrate from the Kangankunde project in Malawi. The deal includes a $32 million infrastructure loan and strategic veto rights, securing feedstock for Iluka's Eneabba refinery and strengthening Australia's domestic REE supply chain.
In July 2025, Lynas signed a non-binding MoU with Korea's JS Link to develop a 3,000-tonne NdFeB permanent magnet facility near its Kuantan, Malaysia plant. The partnership creates a vertically integrated supply chain for rare earth magnets, reducing dependence on Chinese sources and supporting clean energy technologies.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.