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市場調查報告書
商品編碼
1880412
電池回收市場預測至2032年:按電池化學成分、回收材料、供應來源、回收流程和地區分類的全球分析Battery Recycling Market Forecasts to 2032 - Global Analysis By Battery Chemistry (Lead-Acid Batteries, Lithium-Ion Batteries, Nickel-Based Batteries, and Other Battery Chemistries), Material Recovered, Source, Recycling Process, and By Geography |
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根據 Stratistics MRC 的一項研究,預計到 2025 年,全球電池回收市場價值將達到 291 億美元,到 2032 年將達到 653 億美元。
預計在預測期內,電池回收業將以12.2%的複合年成長率成長。電池回收是指收集、拆解和處理家用電器、電動車和工業系統中的廢棄電池,以回收其中的材料。其目標是利用各種方法回收鋰、鈷、鎳和銅等關鍵金屬。這有助於建立永續體系,減少對礦產資源的需求,減輕環境影響,並確保不斷發展的儲能和運輸業關鍵材料的穩定供應。
電動車和消費性電子產品的快速成長
電動車的指數級成長以及消費者對智慧型手機和筆記型電腦等電子設備的持續需求是電池回收市場的主要驅動力。這種激增直接轉化為廢棄鋰離子電池供應量的增加,從而形成了一個重要且不斷成長的可回收材料來源。此外,嚴格的政府法規和企業永續性目標正促使製造商確保負責任地處置這些產品,從而正式化並加速了全球範圍內對健全的回收基礎設施和服務的需求。
複雜的拆卸過程與安全風險
現代電池組,尤其是電動車電池組,設計複雜多樣,為高效回收帶來了巨大挑戰。拆解這些電池組需要耗費大量人力,並且需要專用設備來降低熱失控、火災和接觸有害化學物質等重大風險。這些安全隱患需要對先進設施和工人培訓進行大量投資,從而增加營運成本。因此,這些經濟和技術挑戰可能會阻礙市場盈利,並減緩新一代電池化學技術回收業務的擴張。
開發先進的濕式冶金和直接回收技術
下一代回收技術的創新蘊藏著巨大的機遇,例如水系冶金製程和直接回收方法。與傳統的火法冶金相比,這些先進技術可望提高鋰、鈷和鎳等貴重正極材料的回收率。此外,它們通常還具有更高的能源效率和更少的排放等優勢。這項技術飛躍將提升回收的經濟效益,並有助於建構循環經濟,使其成為策略投資和市場競爭差異化的關鍵領域。
原物料價格波動
電池回收市場穩定性面臨的主要威脅之一是鋰、鈷等關鍵原料價格固有的波動性。原生原料價格的突然下跌可能會迅速降低再生電池的經濟吸引力,從而削弱回收商的商業模式。這種價格不確定性會使長期投資計畫複雜化,並可能阻礙新回收設施所需的資金籌措。因此,全球大宗商品市場不可預測的趨勢在一定程度上限制了市場盈利,並造成了持續的財務風險。
新冠疫情初期,全國的封鎖措施擾亂了電池回收市場,導致回收中心暫時關閉,供應鏈和物流嚴重受阻。這造成廢棄電池供應有限,回收作業放緩。然而,隨著限制措施的逐步解除,市場展現出韌性並開始復甦。這段時期也凸顯了建構本地化、安全可靠的關鍵電池材料供應鏈的戰略重要性,這或將推動後疫情時代政府對回收業的長期政策支持。
預計在預測期內,鉛酸蓄電池細分市場將佔據最大的市場佔有率。
由於鉛酸電池擁有完善且發展長達數十年的回收基礎設施,以及其在汽車啟動電池和不斷電系統(UPS)中的廣泛應用,預計在預測期內,鉛酸電池市場將佔據最大的市場佔有率。由於回收鉛的價值高,鉛酸電池的回收製程成熟、高效且經濟效益顯著。此外,全球範圍內強制要求回收這些電池的嚴格法規確保了原料的穩定充足供應,這有望幫助該市場在可預見的未來保持其最大市場佔有率的地位。
預計在預測期內,金屬板塊的複合年成長率將最高。
預計在預測期內,金屬產業將實現最高成長率,這主要得益於從廢棄鋰離子電池中回收鋰、鈷和鎳等高價值材料的迫切需求。這些金屬是製造新型電動車電池的關鍵材料,而從回收來源取得這些材料正成為降低供應鏈風險和價格波動的重要策略舉措。此外,新的回收技術使得從廢棄電池中回收更多、更純淨的金屬變得更加容易,也使得金屬回收領域的投資更具吸引力。
由於歐盟積極而嚴格的法規結構,預計歐洲地區在預測期內將保持最大的市場佔有率。諸如《電池指令》和雄心勃勃的《歐洲綠色交易》等政策,都強調了生產者延伸責任,並設定了高標準的回收和再利用目標。這些監管壓力,加上政府對回收的大力支持以及先進的回收設施,共同建立了一個系統化的體系,鼓勵企業遵守規則,從而幫助歐洲保持主導地位。
預計亞太地區在預測期內將實現最高的複合年成長率。這主要得益於龐大且快速成長的家用電器市場以及全球成長最快的電動車保有量,尤其是在中國、日本和韓國。這導致電池廢棄物數量龐大且不斷成長。此外,該地區各國政府正在加強相關政策,以管理這些廢棄物並確保關鍵原料的國內供應,從而吸引大量投資建設新的回收設施,並推動市場顯著擴張。
According to Stratistics MRC, the Global Battery Recycling Market is accounted for $29.1 billion in 2025 and is expected to reach $65.3 billion by 2032, growing at a CAGR of 12.2% during the forecast period. Battery recycling involves the collection, disassembly, processing, and material recovery of used batteries from consumer electronics, electric vehicles, and industrial systems. It aims to recover important metals like lithium, cobalt, nickel, and copper using different methods, which helps create a sustainable system, decreases the need for mined materials, lessens environmental harm, and provides a steady supply of essential materials for the expanding energy-storage and transportation industries.
Rapid growth in electric vehicles (EVs) and consumer electronics
The exponential adoption of electric vehicles and the relentless consumer demand for electronics like smartphones and laptops are primary engines for the battery recycling market. This surge directly translates into a growing stream of end-of-life lithium-ion batteries, creating a critical and expanding supply of recyclable materials. Furthermore, stringent government regulations and corporate sustainability goals are pressuring manufacturers to secure a responsible end-of-life for these products, thereby formalizing and accelerating the need for robust recycling infrastructure and services on a global scale.
Complex disassembly processes and safety hazards
The intricate and varied designs of modern battery packs, particularly for EVs, pose a significant barrier to efficient recycling. Disassembling these units is highly labor-intensive and requires specialized equipment to mitigate serious risks, including thermal runaway, fires, and exposure to toxic chemicals. These safety hazards necessitate substantial investment in advanced facilities and worker training, which increases operational expenses. Consequently, this economic and technical challenge can hinder market profitability and slow down the scaling of recycling operations for newer battery chemistries.
Development of advanced hydrometallurgical and direct recycling technologies
Significant opportunity lies in the innovation of next-generation recycling technologies, such as hydrometallurgical processes and direct recycling methods. These advanced techniques promise higher recovery rates of valuable cathode materials like lithium, cobalt, and nickel compared to traditional pyrometallurgy. Moreover, they are often more energy-efficient and generate fewer emissions. This technological leap enhances the economic viability of recycling and supports the creation of a circular economy, making it a key area for strategic investment and competitive differentiation within the market.
Volatility in raw material prices
A major threat to the battery recycling market's stability is the inherent volatility in the prices of key raw materials, such as lithium and cobalt. Sharp declines in virgin material prices can suddenly make recycled alternatives less economically attractive, undermining the business case for recyclers. This price uncertainty complicates long-term investment planning and can deter the financing needed for new recycling facilities. Therefore, the unpredictable dynamics of the global commodity markets partially tether the market's profitability, creating a persistent financial risk.
The COVID-19 pandemic initially disrupted the battery recycling market through nationwide lockdowns, which caused temporary collection center closures and severe bottlenecks in supply chains and logistics. This led to a constricted supply of end-of-life batteries and delayed recycling operations. However, the market demonstrated resilience and began recovering as restrictions eased. The period also reinforced the strategic importance of establishing localized and secure supply chains for critical battery materials, potentially accelerating long-term policy support for the recycling industry in a post-pandemic era.
The lead-acid batteries segment is expected to be the largest during the forecast period
The lead-acid batteries segment is expected to account for the largest market share during the forecast period, attributed to its well-established, decades-old recycling infrastructure and its ubiquitous use in automotive starter batteries and uninterruptible power supplies. Due to the high value of recovered lead, the recycling process for lead-acid is mature, highly efficient, and economically compelling. Additionally, stringent global regulations mandating the recycling of these batteries ensure a consistent and high-volume feedstock, securing its position as the largest segment for the foreseeable future.
The metals segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the metals segment is predicted to witness the highest growth rate, driven by the urgent need to recover high-value materials like lithium, cobalt, and nickel from spent lithium-ion batteries. These metals are critical for manufacturing new EV batteries, and their procurement from recycled sources is becoming a strategic imperative to mitigate supply chain risks and price volatility. Also, new recycling technologies are making it easier to get more and cleaner metals from old batteries, making it more attractive to invest in metal recovery.
During the forecast period, the Europe region is expected to hold the largest market share due to the European Union's proactive and stringent regulatory framework. Policies like the Battery Directive and the ambitious European Green Deal impose extended producer responsibility, setting high collection and recycling targets. This pressure from regulations, along with strong government backing for recycling and advanced recycling facilities, creates a well-organized system that forces companies to follow the rules and helps Europe lead in battery recycling worldwide.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, fueled by a massive and rapidly expanding consumer electronics market and the world's fastest-growing EV fleet, particularly in China, Japan, and South Korea. This generates an immense and growing volume of battery waste. Moreover, governments in the region are increasingly implementing policies to manage this waste stream and secure domestic supplies of critical raw materials, attracting substantial investments in new recycling capacity and driving remarkable market expansion.
Key players in the market
Some of the key players in Battery Recycling Market include Umicore N.V., Li-Cycle Holdings Corp., Redwood Materials, Inc., Glencore plc, Stena Metall AB, Ecobat Limited, Accurec Recycling GmbH, American Battery Technology Company, Inc., RecycLiCo Battery Materials Inc., Neometals Ltd, Duesenfeld GmbH, Retriev Technologies, Inc., Cirba Solutions, LLC, Fortum Corporation, Ganfeng Lithium Group Co., Ltd., LG Energy Solution, Ltd., Call2Recycle, Inc., Aqua Metals, Inc., and East Penn Manufacturing Co.
In June 2025, Redwood Materials announced a $350M Series E to accelerate critical-materials recovery and published multiple 2025 site expansions and R&D centre openings.
In April 2025, LG Energy Solution announced a battery-recycling joint venture in Europe with Derichebourg (pre-processing facility) and additional US/partner recycling ventures.
In April 2025, Umicore announced new battery-recycling service agreements and continues to publish battery-recycling updates on its Battery Recycling Solutions pages.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.