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市場調查報告書
商品編碼
2069188
城市採礦市場對電池材料的預測(至2034年)-全球分析(按回收材料來源、目標電池化學成分、回收製程、萃取材料、應用、最終用戶和地區分類)Urban Mining for Battery Materials Market Forecasts to 2034 - Global Analysis By Source of Recovered Material, Battery Chemistry Targeted, Recovery Process, Extracted Material, Application, End User and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球城市電池材料採礦市場規模將達到 44 億美元,並在預測期內以 16.0% 的複合年成長率成長,到 2034 年將達到 145 億美元。
都市電池材料開採是指從廢棄電池和電子廢棄物中提取鋰、鈷、鎳、錳等貴金屬。這種方法減少了對新礦場的依賴,並透過在新電池製造中重複利用回收資源來加強循環經濟。它還有助於減少環境影響和碳排放,並降低關鍵原料供應鏈的脆弱性。隨著電動車和儲能技術的快速發展,城市電池材料開採的重要性日益凸顯。由於回收製程的改進和收集基礎設施的完善,回收率不斷提高,使得電池材料的再利用在全球範圍內實現了經濟和環境的永續。
根據國際能源總署(IEA,2024 年)的說法,在「已公佈的承諾情境」下,到 2050 年,回收可減少 40% 的銅和鈷新礦開採需求,以及 25% 的鋰和鎳新礦開採需求。
擴大循環經濟實踐
隨著全球循環經濟轉型步伐活性化,對城市採礦解決方案的需求日益成長。企業和政府正優先考慮減少廢棄物和提高資源利用效率,提倡回收再利用而非直接丟棄。城市採礦透過從廢棄電池中提取貴金屬並將其重新投入生產流程,為此模式提供了支持。這種方法減少了對新開採原料的依賴,並將環境損害降至最低。越來越多的企業採用閉合迴路生產系統來提升永續性績效。隨著循環經濟的普及,對電池回收技術和收集基礎設施的投資也持續穩定成長。
回收基礎設施高成本
城市採礦市場面臨的主要限制因素是建造一套先進的回收系統所需的高昂初始成本。採用濕式或乾式冶金製程建造回收設施需要對設備、技術和熟練人員進行大量投資。除了高額的資本投入外,企業還面臨持續的營運和維護成本。在許多新興國家,資金限制使得大規模回收基礎設施的建設舉步維艱。此外,回收金屬價格的波動也進一步影響了盈利。這些資金挑戰阻礙了城市採礦業務的快速擴張,並延緩了全球先進電池回收解決方案的普及。
對電動車和儲能的需求日益成長
電動車和儲能技術的日益普及為城市採礦創造了巨大的成長機會。隨著全球電動車銷量的成長,未來將有更多電池達到使用壽命終點,確保可回收材料的持續供應。此外,可再生能源的擴張需要大規模的電池儲能系統,這將進一步增加未來的廢棄物產生量。城市採礦可以有效率地從這些廢棄電池中回收鋰、鈷、鎳等重要金屬。對清潔能源解決方案日益成長的需求將保障原料的穩定供應,並強化回收在全球能源轉型中的作用。
電池技術的快速發展
電池技術的快速發展對城市採礦業構成了嚴峻挑戰。包括固態電池和新型化學成分在內的新興電池類型,有可能減少對鈷、鎳等傳統金屬的依賴。這種轉變可能會降低現有回收系統的效率,因為這些系統主要針對目前的鋰離子電池而設計。回收設施可能需要昂貴的設備升級才能適應新材料和不斷變化的設計。此外,缺乏標準化的電池規格也增加了處理的複雜性。這些技術變革帶來了不確定性,並可能降低現有城市採礦基礎設施和投資的長期效用。
新冠疫情危機對城市採礦業產生了積極和消極的雙重影響。疫情初期,嚴格的封鎖和旅行限制擾亂了回收活動、供應鏈和電池回收網路。勞動力短缺和運輸問題降低了材料回收作業的效率。然而,這場危機也凸顯了全球原料供應鏈的脆弱性,並提高了人們對回收和在地採購必要性的認知。隨著經濟活動的復甦,對電動車和可再生能源系統日益成長的需求進一步凸顯了電池回收的重要性。城市採礦在確保基本材料穩定供應方面變得更加關鍵。
在預測期內,鋰市場預計將佔據最大的市場佔有率。
預計在預測期內,鋰市場將佔據最大的市場佔有率。這是因為鋰是可充電電池製造的關鍵原料,尤其是用於電動車和儲能應用的鋰離子電池。電動車產業和可再生能源產業的蓬勃發展正顯著推動鋰需求的成長,使得從廢棄電池中回收鋰變得極具價值。城市採礦提供了一種永續的方式來滿足這一需求,同時減少了對傳統採礦的依賴。鋰的經濟重要性和在現代電池技術中的廣泛應用鞏固了其主導地位。鋰回收在提高資源利用效率和保障長期供應穩定方面發揮著至關重要的作用。
在預測期內,回收公司板塊預計將呈現最高的複合年成長率。
在預測期內,由於回收公司在收集和處理廢棄電池以提取有價值材料方面發揮直接作用,因此預計其成長率將最高。電動車和電子設備產生的廢棄電池數量激增,顯著推動了該產業的擴張。這些公司正擴大採用先進的回收技術來提高效率和金屬回收率。強力的監管支持和對循環經濟實踐日益成長的重視,進一步加速了其發展。在對永續材料來源需求不斷成長的背景下,回收公司正在成為「城市採礦」行業的主要驅動力,並迅速擴張。
在預測期內,亞太地區預計將佔據最大的市場佔有率,因為它是電池生產、電動車和家用電子電器製造的重要中心。中國、日本和韓國等主要國家在全球電池供應鏈中佔據主導地位,從而產生了大量的可回收廢棄電池。強大的工業基礎、政府的支持性政策以及對永續資源回收的不斷成長的投資,進一步推動了該地區的成長。此外,快速的工業化和對電池金屬日益成長的需求也鞏固了該地區的主導地位。這些因素共同促成了亞太地區成為城市採礦發展的重要地區。
在預測期內,歐洲地區預計將呈現最高的複合年成長率,這主要得益於嚴格的環境法規和永續性目標。歐盟致力於實現碳中和並推行循環經濟,這推動了對回收系統的大規模投資。德國和法國等主要國家電動車的日益普及也增加了可回收廢棄的電池數量。政府的支持,例如對先進回收技術的獎勵和財政援助,進一步促進了成長。這些因素共同作用,使歐洲成為全球該市場成長最快的地區。
According to Stratistics MRC, the Global Urban Mining for Battery Materials Market is accounted for $4.4 billion in 2026 and is expected to reach $14.5 billion by 2034 growing at a CAGR of 16.0% during the forecast period. Urban mining for battery materials involves extracting valuable metals like lithium, cobalt, nickel, and manganese from spent batteries and electronic waste streams. This approach decreases reliance on virgin mining activities and strengthens a circular economy by feeding recovered resources back into new battery manufacturing. It helps reduce environmental damage, carbon output, and vulnerabilities in critical raw material supply chains. As electric vehicles and energy storage technologies expand rapidly, the importance of urban mining continues to grow. Improved recycling processes and collection infrastructure are boosting recovery rates, making the reuse of battery materials both economically feasible and environmentally sustainable worldwide.
According to the International Energy Agency (IEA, 2024), recycling could reduce the need for new mining by 40% for copper and cobalt, and 25% for lithium and nickel by 2050 under the Announced Pledges Scenario.
Growth of circular economy practices
A strong global movement toward circular economic systems is boosting the demand for urban mining solutions. Businesses and governments are prioritizing waste reduction and efficient use of resources by promoting recycling and reuse instead of disposal. Urban mining supports this model by extracting valuable metals from spent batteries and feeding them back into manufacturing processes. This approach reduces the need for newly mined materials and helps minimize environmental degradation. Organizations are increasingly implementing closed-loop production systems to improve sustainability performance. As circular economy adoption expands, investments in battery recycling technologies and recovery infrastructure continue to rise steadily.
High cost of recycling infrastructure
A significant limitation for the urban mining market is the expensive setup required for modern recycling systems. Establishing facilities that use hydrometallurgical or pyrometallurgical processes involves heavy investment in equipment, technology, and trained personnel. Along with high capital expenditure, companies also face ongoing operational and maintenance costs. In many emerging economies, financial constraints make it difficult to develop large-scale recycling infrastructure. Profitability is further impacted by unstable prices of recovered metals. These financial challenges restrict the rapid expansion of urban mining operations and slow down the adoption of advanced battery recycling solutions globally.
Rising demand for electric vehicles and energy storage
The increasing use of electric vehicles and energy storage technologies creates strong growth opportunities for urban mining. With rising EV sales worldwide, more batteries will eventually reach the end of their lifecycle, ensuring a continuous supply of recyclable materials. In addition, renewable energy expansion requires extensive battery storage systems, which will further contribute to future waste generation. Urban mining can recover essential metals like lithium, cobalt, and nickel from these used batteries efficiently. This expanding demand for clean energy solutions guarantees a stable material source, strengthening the role of recycling in the global energy transition.
Rapid evolution of battery technologies
Rapid advancements in battery technology pose a serious challenge to the urban mining industry. Emerging battery types, including solid-state and new chemical formulations, may reduce dependence on traditional metals such as cobalt and nickel. This shift can make existing recycling systems less effective, as they are mainly designed for current lithium-ion batteries. Recycling facilities may need expensive upgrades to handle new materials and evolving designs. In addition, the absence of standardized battery formats increases processing complexity. These technological changes create uncertainty and may reduce the long-term usefulness of existing urban mining infrastructure and investments.
The COVID-19 crisis affected the urban mining industry in both negative and positive ways. At the beginning of the pandemic, strict lockdowns and movement restrictions disrupted recycling activities, supply chains, and battery collection networks. Limited workforce availability and transport issues reduced the efficiency of material recovery operations. However, the crisis also exposed weaknesses in global raw material supply chains, increasing awareness of the need for recycling and local sourcing. As economic activities recovered, rising demand for electric vehicles and renewable energy systems strengthened the importance of battery recycling. Urban mining became more critical for ensuring stable access to essential materials.
The lithium segment is expected to be the largest during the forecast period
The lithium segment is expected to account for the largest market share during the forecast period because it is essential for manufacturing rechargeable batteries, particularly lithium-ion types used in electric vehicles and energy storage applications. The expanding EV industry and renewable energy sector have greatly increased the need for lithium, making its recovery from used batteries highly valuable. Urban mining provides a sustainable way to meet this demand while lowering reliance on traditional mining activities. Its strong economic importance and extensive use in modern battery technologies reinforce its dominant position. Recycling lithium plays a key role in supporting resource efficiency and long-term supply stability.
The recycling companies segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the recycling companies segment is predicted to witness the highest growth rate because they are directly responsible for gathering and processing used batteries to extract valuable materials. The surge in discarded batteries from electric vehicles and electronic devices is significantly boosting their expansion. These firms are increasingly adopting advanced recycling technologies to enhance efficiency and improve metal recovery rates. Strong regulatory support and growing emphasis on circular economy practices are further accelerating their development. As the need for sustainable material sourcing increases, recycling companies are emerging as key drivers of the urban mining industry and expanding rapidly.
During the forecast period, the Asia Pacific region is expected to hold the largest market share because it is a major center for battery production, electric mobility, and consumer electronics manufacturing. Key countries like China, Japan, and South Korea play a dominant role in global battery supply chains, resulting in significant quantities of used batteries available for recycling. Strong industrial capabilities, supportive government policies, and rising investments in sustainable resource recovery further enhance regional growth. In addition, rapid industrialization and increasing demand for battery metals contribute to its leadership position. These combined factors establish Asia Pacific as the primary region for urban mining development.
Over the forecast period, the Europe region is anticipated to exhibit the highest CAGR, supported by strong environmental regulations and sustainability targets. The European Union's focus on achieving carbon neutrality and promoting circular economy practices is encouraging large-scale investments in recycling systems. Rising electric vehicle usage across major countries like Germany, France, and others is increasing the volume of used batteries available for recovery. Government support in the form of incentives and funding for advanced recycling technologies is further boosting expansion. These combined drivers make Europe the most rapidly growing region in this market globally.
Key players in the market
Some of the key players in Urban Mining for Battery Materials Market include Redwood Materials, Li-Cycle, Ascend Elements, Umicore, Glencore, Retriev Technologies, Fortum, GEM Co., Ltd., Battery Resources, Aqua Metals, American Manganese Inc. (Recyco), Neometals, JX Nippon Mining & Metals, Duesenfeld, SNAM S.p.A., TES (TES-AMM), Raw Materials Company and Ecobat.
In January 2026, Glencore and Rio Tinto revive merger discussion. A tie-up between the two companies would represent the largest-ever deal in an industry that has been gripped by takeover fever as the biggest producers seek to bulk up on copper - a crucial metal for the energy transition that is trading near record highs.
In November 2025, Umicore has entered into a strategic partnership agreement with Korea's HS Hyosung Advanced Materials to advance and fund the industrialization, commercialization and further development of its silicon-carbon composite anode materials for electric vehicle (EV) lithium-ion batteries.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) Regions are also represented in the same manner as above.