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市場調查報告書
商品編碼
2106635
關鍵礦物回收市場預測(2034 年)—按礦物種類、回收來源、回收流程、回收階段、最終用戶和地區分類的全球分析Critical Mineral Recovery Market Forecasts to 2034 - Global Analysis By Mineral Type (Lithium, Cobalt, Nickel, Rare Earth Elements, Graphite and Other Mineral Types), Recovery Source, Recovery Process, Recovery Stage, End User, and Geography |
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全球關鍵礦物回收市場預計到 2026 年將達到 148 億美元,並在預測期內以 15.5% 的複合年成長率成長,到 2034 年將達到 468 億美元。
關鍵礦物回收是指從原礦、工業廢棄物、礦山殘渣、報廢產品和回收材料中提取、分離、提純和回收具有戰略意義的重要礦物的技術和製程。這些礦物包括鋰、鈷、鎳、稀土元素、石墨、錳以及其他對清潔能源、電子、航太和國防工業至關重要的資源。濕式冶金、生物瀝取、溶劑萃取和直接回收等先進回收技術提高了資源利用效率,並減少了對新礦場的依賴。對能源轉型技術和供應鏈韌性的日益成長的需求正在推動全球範圍內關鍵礦物回收解決方案的普及應用。
對重要礦產的需求不斷成長
關鍵礦物的回收是指從廢棄舊電池、礦山殘渣、工業廢棄物和其他二次資源中提取鋰、鈷、鎳、石墨和稀土元素等有價值的礦物,以支持永續資源供應和循環經濟目標。電動車產量的不斷成長和可再生能源的日益普及顯著增加了對穩定礦物供應的需求。各國政府正推動加強國內回收能力,以減少對進口原料的依賴。回收利用二次資源正成為採礦和製造業的策略重點。技術的不斷進步正在提高回收效率和經濟效益。
複雜回收技術的要求
從複雜的廢棄物中回收高純度關鍵礦物需要先進的分離技術、濕式冶金、乾式冶金和化學加工技術,這些技術需要大量的專業技術和資金投入。原料成分的變化進一步增加了加工的複雜性。回收設施必須不斷最佳化提取方法,以提高產量並降低營運成本。研究機構和技術供應商正在開發更有效率的回收流程。技術創新不斷提高商業性可行性。先進的加工要求仍然是大規模回收關鍵礦物面臨的主要挑戰。
城市採礦技術介紹
城市採礦能夠從廢棄電子產品、電池、工業廢棄物和舊設備中回收有價值的礦物,從而創造永續的戰略原料二次來源。電子廢棄物數量的不斷成長正在擴大可回收資源的供應。世界各國政府正加大對循環經濟的投入,以促進材料的回收和再利用。先進的自動化分類和處理技術正在提高回收效率。全球對城市採礦基礎設施的投資持續加速。預計城市採礦將在未來的關鍵礦產供應中發揮重要作用。
嚴格的環境許可規定
回收設施必須遵守嚴格的環境標準,包括排放、污水處理、危險廢棄物處理和化學處理等方面,這會增加專案成本並延長開發週期。核准流程的延誤也會減緩設施的擴建和商業運作。各公司正在投資更清潔的加工技術,以增強合規性。永續的回收方法對於長期的市場競爭力變得越來越重要。合規性仍然是專案成功的關鍵。環境許永續影響市場發展的步伐。
新冠疫情擾亂了全球供應鏈,導致工業活動萎縮,並在疫情初期延緩了對回收和礦物回收項目的投資。疫情過後,各國政府和製造商更加重視保障國內關鍵礦物的供應,加速了電池回收、都市採礦和循環資源回收技術的投資。供應鏈韌性成為電動車和可再生能源產業的策略重點。對永續資源回收的投資顯著成長。在全球範圍內,回收基礎設施的建設獲得了更強力的政策支持。疫情後的復甦正在加速關鍵礦物回收市場的長期成長。
在預測期內,預計二手電池市場將佔據最大的市場佔有率。
廢棄鋰離子電池含有高濃度的鋰、鈷、鎳、錳和石墨等貴重礦物,使其成為最具經濟吸引力的回收資源之一。因此,預計在預測期內,廢電池領域將佔據最大的市場佔有率。電動車的快速普及導致全球電池廢棄物數量不斷增加。電池回收有助於保障資源安全,同時減少對原生礦產的依賴。世界各國政府正在加強對電池收集和回收的監管。技術進步也不斷提高礦物回收率。
預計稀土元素板塊在預測期內將呈現最高的複合年成長率。
在預測期內,由於電動車、風力發電機、先進電子產品和國防系統對永久磁鐵的需求不斷成長,稀土元素市場預計將呈現最高的成長率。稀土元素回收技術正在快速發展,以增強供應鏈安全並減少對原生礦場的依賴。各國政府正投資戰略性礦產回收項目,以確保國內生產。不斷成長的工業需求正在推動先進回收製程的商業化。持續的技術創新正在提高稀土元素回收效率。預計稀土元素將成為市場中成長最快的礦產細分市場。
在預測期內,由於北美地區大力投資其國內關鍵礦產供應鏈,預計該地區將佔據最大的市場佔有率。美國正透過公共和私人投資擴大電池回收和戰略礦產回收設施,而加拿大則憑藉其豐富的礦產資源,不斷提升關鍵礦產加工能力。墨西哥也在增加對工業回收和資源回收基礎設施的投資,以支持該地區的製造業發展。政府資助計畫和電動車產量的擴大進一步鞏固了該地區在市場上的主導地位。北美仍然是關鍵礦產回收市場最大的市場。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於電池製造能力的擴張。中國正大幅增加對電池回收和稀土元素回收技術的投資,而日本則持續開發高效率的礦物回收製程。韓國正在加強其電池回收基礎設施建設,印度也在擴大其關鍵礦物回收工作,以支持清潔能源和電動車產業的發展。不斷成長的工業需求和政府的支持性政策正在加速全部區域的市場成長。
According to Stratistics MRC, the Global Critical Mineral Recovery Market is accounted for $14.8 billion in 2026 and is expected to reach $46.8 billion by 2034 growing at a CAGR of 15.5% during the forecast period. Critical mineral recovery refers to the technologies and processes used to extract, separate, refine, and recover strategically important minerals from primary ores, industrial waste, mine tailings, end-of-life products, and recycled materials. These minerals include lithium, cobalt, nickel, rare earth elements, graphite, manganese, and other resources essential for clean energy, electronics, aerospace, and defense industries. Advanced recovery methods such as hydrometallurgy, bioleaching, solvent extraction, and direct recycling improve resource efficiency and reduce dependence on virgin mining. Growing demand for energy transition technologies and supply chain resilience is driving the global adoption of critical mineral recovery solutions.
Rising demand for critical minerals
Critical mineral recovery involves extracting valuable minerals such as lithium cobalt nickel graphite and rare earth elements from end-of-life batteries mining tailings industrial waste and other secondary resources to support sustainable resource supply and circular economy objectives. Expanding electric vehicle production and renewable energy deployment are significantly increasing the need for secure mineral supplies. Governments are promoting domestic recovery capabilities to reduce dependence on imported raw materials. Recycling and secondary resource utilization are becoming strategic priorities across the mining and manufacturing industries. Continuous technological advancements are improving recovery efficiency and economic viability.
Complex recovery technology requirements
Recovering high-purity critical minerals from complex waste streams requires advanced separation hydrometallurgical pyrometallurgical and chemical processing technologies that involve significant technical expertise and capital investment. Variations in feedstock composition further increase processing complexity. Recovery facilities must continuously optimize extraction methods to improve yields and reduce operational costs. Research institutions and technology providers are developing more efficient recovery processes. Technological innovation continues improving commercial feasibility. Advanced processing requirements remain a key challenge for large-scale critical mineral recovery.
Urban mining technology adoption
Urban mining enables valuable minerals to be recovered from discarded electronic products batteries industrial waste and end-of-life equipment creating sustainable secondary sources of strategic raw materials. Increasing electronic waste generation is expanding the availability of recoverable resources. Governments are strengthening circular economy initiatives to encourage material recovery and reuse. Advanced automated sorting and processing technologies are improving recovery efficiency. Investment in urban mining infrastructure continues accelerating globally. Urban mining is expected to become a major contributor to future critical mineral supply.
Stringent environmental permitting regulations
Recovery facilities must comply with rigorous environmental standards related to emissions wastewater treatment hazardous waste handling and chemical processing which can increase project costs and extend development timelines. Lengthy approval processes may delay facility expansion and commercial operations. Companies are investing in cleaner processing technologies to improve regulatory compliance. Sustainable recovery practices are becoming increasingly important for long-term market competitiveness. Regulatory compliance remains central to project success. Environmental permitting continues influencing the pace of market development.
The COVID-19 pandemic disrupted global supply chains reduced industrial activity and delayed investments in recycling and mineral recovery projects during the initial stages of the outbreak. Following the pandemic governments and manufacturers increased focus on securing domestic critical mineral supplies accelerating investments in battery recycling urban mining and circular resource recovery technologies. Supply chain resilience became a strategic priority across electric vehicle and renewable energy industries. Investment in sustainable resource recovery expanded significantly. Recycling infrastructure development gained stronger policy support worldwide. The post-pandemic recovery has accelerated long-term growth in the Critical Mineral Recovery market.
The end-of-life batteries segment is expected to be the largest during the forecast period
The end-of-life batteries segment is expected to account for the largest market share during the forecast period as spent lithium-ion batteries contain significant concentrations of valuable minerals including lithium cobalt nickel manganese and graphite making them one of the most economically attractive recovery sources. Rapid growth in electric vehicle adoption is increasing battery retirement volumes worldwide. Battery recycling supports resource security while reducing dependence on primary mining. Governments are strengthening regulations for battery collection and recycling. Technological advancements continue improving mineral recovery rates.
The rare earth elements segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the rare earth elements segment is predicted to witness the highest growth rate due to increasing demand for permanent magnets used in electric vehicles wind turbines advanced electronics and defense systems. Recovery technologies for rare earth elements are advancing rapidly to strengthen supply chain security and reduce dependence on primary extraction. Governments are investing in strategic mineral recovery programs to secure domestic production. Growing industrial demand is encouraging commercialization of advanced recovery processes. Continued innovation is improving rare earth recovery efficiency. Rare earth elements are expected to represent the fastest-growing mineral segment within the market.
During the forecast period, the North America region is expected to hold the largest market share owing to strong investments in domestic critical mineral supply chains. The United States is expanding battery recycling and strategic mineral recovery facilities through public and private investments while Canada is strengthening critical mineral processing capabilities supported by abundant mining resources. Mexico is also increasing investments in industrial recycling and resource recovery infrastructure to support regional manufacturing. Government funding programs and growing electric vehicle production continue reinforcing regional market leadership. North America remains the largest market for critical mineral recovery.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR driven by expanding battery manufacturing capacity. China is significantly increasing investments in battery recycling and rare earth recovery technologies while Japan continues advancing high-efficiency mineral recovery processes. South Korea is strengthening battery recycling infrastructure and India is expanding critical mineral recycling initiatives to support its clean energy and electric mobility sectors. Rising industrial demand and supportive government policies are accelerating market growth across the region.
Key players in the market
Some of the key players in Critical Mineral Recovery Market include Glencore plc, Umicore SA, Li-Cycle Holdings Corp., Redwood Materials, Inc., American Battery Technology Company, Fortum Corporation, Ecobat Technologies Ltd., Ascend Elements, Inc., Neometals Ltd., SungEel HiTech Co., Ltd., Primobius GmbH, Eramet S.A., Rio Tinto Group, BHP Group Limited and Sibanye-Stillwater Limited.
In March 2026, a multi-year off-take agreement was finalized pairing Ascend Elements' recycling infrastructure with Trafigura's global logistics platform. The partnership accelerates the deployment of recycled, battery-grade lithium carbonate across international clean energy manufacturing markets.
In November 2025, Eramet S.A. scaled its collaborative Centenario-Ratones lithium mining and direct extraction project to accelerate regional chemical processing timelines. The direct extraction process utilizes customized adsorption media to selectively capture lithium ions from raw brine matrices.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) are also represented in the same manner as above.