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市場調查報告書

商品編碼

1945827

鋰離子電池回收市場－全球產業規模、佔有率、趨勢、機會及預測（依產業、技術、區域及競爭格局分類，2021-2031年）

Lithium-Ion Battery Recycling Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Industry, By Technology, By Region & Competition, 2021-2031F

出版日期: 2026年01月19日 | 出版商:

TechSci Research | 英文 185 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

全球鋰離子電池回收市場預計將從 2025 年的 105.7 億美元大幅成長至 2031 年的 341.6 億美元，複合年成長率達 21.59%。

本產業專注於回收和再加工廢棄舊儲能裝置，提取鋰、鈷、鎳等重要材料，重新投入製造業供應鏈。電動車產量激增，增加了原料供應，以及政府為確保不依賴波動較大的原生礦產市場而製定的嚴格循環經濟法規，推動了該行業的蓬勃發展。

市場概覽
預測期	2027-2031
市場規模：2025年	105.7億美元
市場規模：2031年	341.6億美元
複合年成長率：2026-2031年	21.59%
成長最快的細分市場	車
最大的市場	北美洲

然而，市場面臨許多障礙，因為高效率的冶金分離和安全的物流需要高度複雜的技術和大量的資本投入。廢棄電池的危險性需要專門的處理，這增加了營運成本並限制了市場准入。根據國際能源總署（IEA）預測，到2024年，全球電池回收能力將超過每年300吉瓦時。儘管基礎設施建設正在穩步推進，但該行業為應對快速成長的廢棄物量所做的努力凸顯了目前某些地區的集中化趨勢。

市場促進因素

電動車在全球範圍內的快速普及正導致原料來源呈指數級成長，使其成為全球鋰離子電池回收市場的主要驅動力。隨著汽車產業從內燃機向電氣化轉型，廢棄電池組的數量預計將大幅增加，因此需要大規模的工業化回收作業來處理這些危險但極具價值的廢棄物。根據國際能源總署（IEA）於2024年4月發布的《2024年全球電動車展望》，2023年全球電動車銷量將接近1,400萬輛，這一趨勢將確保回收業擁有永續的長期廢舊電池供應。

嚴格的政府法規和回收強制令的實施進一步推動了市場擴張，這些法規和強制令以法律形式規定了材料回收，並減少了對進口礦物的依賴。各國政府正在建立循環經濟框架，並強制規定新電池中再生材料的最低含量，從而確保對再生材料的需求。例如，歐洲理事會於2024年3月頒布的《關鍵材料法案》設定了一項標準，要求到2030年，歐盟國內回收量至少要佔歐盟年度戰略原料消耗量的25%。同時，美國能源局於2024年9月宣布撥款超過30億美元，透過電池材料加工和回收計劃加強國內供應鏈。

市場挑戰

冶金分離和安全物流所需的龐大技術複雜性和高昂資本支出，對全球鋰離子電池回收市場的成長構成了重大障礙。這些挑戰提高了回收業務的損益平衡點，阻礙了市場擴張，並且在缺乏穩定充足的原料供應的情況下，回收業務難以獲利。此外，處理危險電池組件所需的嚴格安全通訊協定也推高了營運成本，阻礙了潛在的新進入者，並限制了現有基礎設施的擴充性，使其難以建立與原生採礦在經濟上競爭所需的密集處理網路。

這些財務和技術方面的限制導致材料回收率顯著降低，尤其對於難以分離的礦物更是如此。先進加工技術的高成本往往超過回收材料的市場價值，造成寶貴資源的流失，而非重新投入價值鏈。根據國際能源總署的數據，到2023年，從現有電池原料中回收鋰的效率約為20%，這表明這些持續存在的技術挑戰和成本壁壘嚴重限制了該行業充分利用現有廢棄物的能力。

市場趨勢

為了降低市場波動並確保關鍵礦物供應，汽車產業正朝著閉合迴路供應鏈發展，製造商直接與回收商合作。這種合作關係使汽車製造商能夠保留回收材料的所有權，避免採礦瓶頸，同時確保新電池生產所需的原料相容。這一趨勢體現在一些重大資本舉措上，例如，根據《大規模行業正朝著正式的材料回收夥伴關係邁進。

同時，電動車使用壽命的延長導致廢電池的回收時間延後，使得相關企業嚴重依賴消費前製造廢棄物作為近期主要原料。消費後廢料供應的延遲造成了基礎設施擴建所需材料的短缺，迫使各工廠競相爭奪巨型工廠的廢棄物以維持運轉率。 Fastmarkets在2024年7月發布的報告凸顯了這種供需不匹配的情況：預計到2024年，美國切碎機產能將達到近23萬噸，遠超預計的9萬噸可用廢料和廢舊電池供應量。

The Global Lithium-Ion Battery Recycling Market is projected to expand significantly, growing from a valuation of USD 10.57 Billion in 2025 to USD 34.16 Billion by 2031, reflecting a compound annual growth rate of 21.59%. This industry focuses on recovering and reprocessing spent energy storage units to extract essential materials like lithium, cobalt, and nickel for reintegration into the manufacturing supply chain. The sector is primarily fueled by the rapid increase in electric vehicle production, which enhances feedstock availability, and by strict government mandates enforcing circular economy practices to secure secondary raw material sources independent of volatile primary mining markets.

Market Overview
Forecast Period	2027-2031
Market Size 2025	USD 10.57 Billion
Market Size 2031	USD 34.16 Billion
CAGR 2026-2031	21.59%
Fastest Growing Segment	Automotive
Largest Market	North America

However, the market faces substantial obstacles due to the high technical complexity and capital expenditures required for efficient metallurgical separation and safe logistics. The hazardous nature of spent batteries demands specialized handling, which inflates operational costs and limits market entry. According to the International Energy Agency, global battery recycling capacity was reported to exceed 300 gigawatt-hours annually in 2024, underscoring that while infrastructure development is substantial, it remains concentrated in specific regions as the industry strives to manage the escalating volume of waste.

Market Driver

The rapid global adoption of electric vehicles (EVs) serves as the primary catalyst for the Global Lithium-Ion Battery Recycling Market by generating an exponentially increasing reservoir of feedstock. As the automotive sector shifts from internal combustion engines to electrification, the volume of battery packs reaching end-of-life is expected to surge, necessitating industrial-scale recovery operations to manage this hazardous yet valuable waste. According to the International Energy Agency's 'Global EV Outlook 2024' released in April 2024, global electric car sales approached 14 million in 2023, a trajectory that guarantees a sustained, long-term supply of spent units for the recycling sector.

Market expansion is further accelerated by the implementation of rigorous government regulations and recycling mandates that legally enforce material recovery to reduce reliance on imported minerals. Governments are establishing circular economy frameworks that dictate minimum recycled content in new batteries, thereby guaranteeing demand for secondary materials. For instance, the European Council's 'Critical Raw Materials Act' of March 2024 established a benchmark requiring at least 25% of the EU's annual strategic raw material consumption to come from domestic recycling by 2030, while the U.S. Department of Energy announced over $3 billion in funding in September 2024 to strengthen domestic supply chains through battery material processing and recycling projects.

Market Challenge

The immense technical complexity and high capital expenditures associated with metallurgical separation and safe logistics act as formidable barriers to the growth of the Global Lithium-Ion Battery Recycling Market. These challenges hinder expansion by elevating the break-even point for recycling operations, making them financially precarious without a consistent, high-volume flow of feedstock. Additionally, the rigorous safety protocols required to handle hazardous battery components inflate operational expenses, deterring potential entrants and limiting the scalability of existing infrastructure, which struggles to establish the dense processing networks necessary to compete economically with primary mining.

These financial and technical constraints lead to significant inefficiencies in material recovery rates, particularly for minerals that are difficult to separate. The high cost of advanced processing technologies often exceeds the market value of the recovered materials, causing valuable resources to be lost rather than reintroduced into the supply chain. Data from the International Energy Agency indicates that in 2023, the recovery rate of lithium from available battery feedstock was approximately 20 percent, illustrating how these ingrained technical difficulties and cost barriers severely restrict the industry's ability to fully capture and utilize the available waste stream.

Market Trends

To mitigate volatility and secure critical minerals, the industry is shifting toward closed-loop supply chains where manufacturers form direct partnerships with recyclers. These collaborations allow automotive companies to retain ownership of recovered materials, ensuring compliant feedstock for new cell production while bypassing mining bottlenecks. This trend is exemplified by major capital moves, such as Li-Cycle Holdings Corp. securing a $75 million investment from Glencore in March 2024 to develop its recycling capabilities, as reported by the Rochester Beacon, validating the move toward formalized material recovery partnerships.

Simultaneously, operations are depending heavily on pre-consumer manufacturing scrap as the primary near-term feedstock due to the extended durability of electric vehicles, which delays the arrival of end-of-life batteries. This lag in post-consumer volume has created a feedstock deficit for expanding infrastructure, forcing facilities to compete for gigafactory waste to maintain utilization. Highlighting this mismatch, Fastmarkets reported in July 2024 that U.S. shredding capacity was projected to reach nearly 230,000 tonnes in 2024, significantly exceeding the estimated 90,000 tonnes of available scrap and end-of-life supply.

Key Market Players

Green Technology Solutions, Inc
Li-Cycle Corporation
Glencore PLC
Recupyl Sas
Umicore SA
American Manganese Inc
Metal Conversion Technologies LLC
Retriev Technologies Inc
Raw Materials Company
TES-AMM Pte Ltd.

Report Scope

In this report, the Global Lithium-Ion Battery Recycling Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Lithium-Ion Battery Recycling Market, By Industry

Automotive
Marine
Power
Others

Lithium-Ion Battery Recycling Market, By Technology

Hydrometallurgical Process
Pyrometallurgy Process
Physical/Mechanical Process

Lithium-Ion Battery Recycling Market, By Region

North America
- United States
- Canada
- Mexico
Europe
- France
- United Kingdom
- Italy
- Germany
- Spain
Asia Pacific
- China
- India
- Japan
- Australia
- South Korea
South America
- Brazil
- Argentina
- Colombia
Middle East & Africa
- South Africa
- Saudi Arabia
- UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Lithium-Ion Battery Recycling Market.

Available Customizations:

Global Lithium-Ion Battery Recycling Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

1. Product Overview

1.1. Market Definition
1.2. Scope of the Market
- 1.2.1. Markets Covered
- 1.2.2. Years Considered for Study
- 1.2.3. Key Market Segmentations

2. Research Methodology

2.1. Objective of the Study
2.2. Baseline Methodology
2.3. Key Industry Partners
2.4. Major Association and Secondary Sources
2.5. Forecasting Methodology
2.6. Data Triangulation & Validation
2.7. Assumptions and Limitations

3. Executive Summary

3.1. Overview of the Market
3.2. Overview of Key Market Segmentations
3.3. Overview of Key Market Players
3.4. Overview of Key Regions/Countries
3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Lithium-Ion Battery Recycling Market Outlook

5.1. Market Size & Forecast
- 5.1.1. By Value
5.2. Market Share & Forecast
- 5.2.1. By Industry (Automotive, Marine, Power, Others)
- 5.2.2. By Technology (Hydrometallurgical Process, Pyrometallurgy Process, Physical/Mechanical Process)
- 5.2.3. By Region
- 5.2.4. By Company (2025)
5.3. Market Map

6. North America Lithium-Ion Battery Recycling Market Outlook

6.1. Market Size & Forecast
- 6.1.1. By Value
6.2. Market Share & Forecast
- 6.2.1. By Industry
- 6.2.2. By Technology
- 6.2.3. By Country
6.3. North America: Country Analysis
- 6.3.1. United States Lithium-Ion Battery Recycling Market Outlook
  - 6.3.1.1. Market Size & Forecast
    - 6.3.1.1.1. By Value
  - 6.3.1.2. Market Share & Forecast
    - 6.3.1.2.1. By Industry
    - 6.3.1.2.2. By Technology
- 6.3.2. Canada Lithium-Ion Battery Recycling Market Outlook
  - 6.3.2.1. Market Size & Forecast
    - 6.3.2.1.1. By Value
  - 6.3.2.2. Market Share & Forecast
    - 6.3.2.2.1. By Industry
    - 6.3.2.2.2. By Technology
- 6.3.3. Mexico Lithium-Ion Battery Recycling Market Outlook
  - 6.3.3.1. Market Size & Forecast
    - 6.3.3.1.1. By Value
  - 6.3.3.2. Market Share & Forecast
    - 6.3.3.2.1. By Industry
    - 6.3.3.2.2. By Technology

7. Europe Lithium-Ion Battery Recycling Market Outlook

7.1. Market Size & Forecast
- 7.1.1. By Value
7.2. Market Share & Forecast
- 7.2.1. By Industry
- 7.2.2. By Technology
- 7.2.3. By Country
7.3. Europe: Country Analysis
- 7.3.1. Germany Lithium-Ion Battery Recycling Market Outlook
  - 7.3.1.1. Market Size & Forecast
    - 7.3.1.1.1. By Value
  - 7.3.1.2. Market Share & Forecast
    - 7.3.1.2.1. By Industry
    - 7.3.1.2.2. By Technology
- 7.3.2. France Lithium-Ion Battery Recycling Market Outlook
  - 7.3.2.1. Market Size & Forecast
    - 7.3.2.1.1. By Value
  - 7.3.2.2. Market Share & Forecast
    - 7.3.2.2.1. By Industry
    - 7.3.2.2.2. By Technology
- 7.3.3. United Kingdom Lithium-Ion Battery Recycling Market Outlook
  - 7.3.3.1. Market Size & Forecast
    - 7.3.3.1.1. By Value
  - 7.3.3.2. Market Share & Forecast
    - 7.3.3.2.1. By Industry
    - 7.3.3.2.2. By Technology
- 7.3.4. Italy Lithium-Ion Battery Recycling Market Outlook
  - 7.3.4.1. Market Size & Forecast
    - 7.3.4.1.1. By Value
  - 7.3.4.2. Market Share & Forecast
    - 7.3.4.2.1. By Industry
    - 7.3.4.2.2. By Technology
- 7.3.5. Spain Lithium-Ion Battery Recycling Market Outlook
  - 7.3.5.1. Market Size & Forecast
    - 7.3.5.1.1. By Value
  - 7.3.5.2. Market Share & Forecast
    - 7.3.5.2.1. By Industry
    - 7.3.5.2.2. By Technology

8. Asia Pacific Lithium-Ion Battery Recycling Market Outlook

8.1. Market Size & Forecast
- 8.1.1. By Value
8.2. Market Share & Forecast
- 8.2.1. By Industry
- 8.2.2. By Technology
- 8.2.3. By Country
8.3. Asia Pacific: Country Analysis
- 8.3.1. China Lithium-Ion Battery Recycling Market Outlook
  - 8.3.1.1. Market Size & Forecast
    - 8.3.1.1.1. By Value
  - 8.3.1.2. Market Share & Forecast
    - 8.3.1.2.1. By Industry
    - 8.3.1.2.2. By Technology
- 8.3.2. India Lithium-Ion Battery Recycling Market Outlook
  - 8.3.2.1. Market Size & Forecast
    - 8.3.2.1.1. By Value
  - 8.3.2.2. Market Share & Forecast
    - 8.3.2.2.1. By Industry
    - 8.3.2.2.2. By Technology
- 8.3.3. Japan Lithium-Ion Battery Recycling Market Outlook
  - 8.3.3.1. Market Size & Forecast
    - 8.3.3.1.1. By Value
  - 8.3.3.2. Market Share & Forecast
    - 8.3.3.2.1. By Industry
    - 8.3.3.2.2. By Technology
- 8.3.4. South Korea Lithium-Ion Battery Recycling Market Outlook
  - 8.3.4.1. Market Size & Forecast
    - 8.3.4.1.1. By Value
  - 8.3.4.2. Market Share & Forecast
    - 8.3.4.2.1. By Industry
    - 8.3.4.2.2. By Technology
- 8.3.5. Australia Lithium-Ion Battery Recycling Market Outlook
  - 8.3.5.1. Market Size & Forecast
    - 8.3.5.1.1. By Value
  - 8.3.5.2. Market Share & Forecast
    - 8.3.5.2.1. By Industry
    - 8.3.5.2.2. By Technology

9. Middle East & Africa Lithium-Ion Battery Recycling Market Outlook

9.1. Market Size & Forecast
- 9.1.1. By Value
9.2. Market Share & Forecast
- 9.2.1. By Industry
- 9.2.2. By Technology
- 9.2.3. By Country
9.3. Middle East & Africa: Country Analysis
- 9.3.1. Saudi Arabia Lithium-Ion Battery Recycling Market Outlook
  - 9.3.1.1. Market Size & Forecast
    - 9.3.1.1.1. By Value
  - 9.3.1.2. Market Share & Forecast
    - 9.3.1.2.1. By Industry
    - 9.3.1.2.2. By Technology
- 9.3.2. UAE Lithium-Ion Battery Recycling Market Outlook
  - 9.3.2.1. Market Size & Forecast
    - 9.3.2.1.1. By Value
  - 9.3.2.2. Market Share & Forecast
    - 9.3.2.2.1. By Industry
    - 9.3.2.2.2. By Technology
- 9.3.3. South Africa Lithium-Ion Battery Recycling Market Outlook
  - 9.3.3.1. Market Size & Forecast
    - 9.3.3.1.1. By Value
  - 9.3.3.2. Market Share & Forecast
    - 9.3.3.2.1. By Industry
    - 9.3.3.2.2. By Technology

10. South America Lithium-Ion Battery Recycling Market Outlook

10.1. Market Size & Forecast
- 10.1.1. By Value
10.2. Market Share & Forecast
- 10.2.1. By Industry
- 10.2.2. By Technology
- 10.2.3. By Country
10.3. South America: Country Analysis
- 10.3.1. Brazil Lithium-Ion Battery Recycling Market Outlook
  - 10.3.1.1. Market Size & Forecast
    - 10.3.1.1.1. By Value
  - 10.3.1.2. Market Share & Forecast
    - 10.3.1.2.1. By Industry
    - 10.3.1.2.2. By Technology
- 10.3.2. Colombia Lithium-Ion Battery Recycling Market Outlook
  - 10.3.2.1. Market Size & Forecast
    - 10.3.2.1.1. By Value
  - 10.3.2.2. Market Share & Forecast
    - 10.3.2.2.1. By Industry
    - 10.3.2.2.2. By Technology
- 10.3.3. Argentina Lithium-Ion Battery Recycling Market Outlook
  - 10.3.3.1. Market Size & Forecast
    - 10.3.3.1.1. By Value
  - 10.3.3.2. Market Share & Forecast
    - 10.3.3.2.1. By Industry
    - 10.3.3.2.2. By Technology

11. Market Dynamics

11.1. Drivers
11.2. Challenges

12. Market Trends & Developments

12.1. Merger & Acquisition (If Any)
12.2. Product Launches (If Any)
12.3. Recent Developments

13. Global Lithium-Ion Battery Recycling Market: SWOT Analysis

14. Porter's Five Forces Analysis

14.1. Competition in the Industry
14.2. Potential of New Entrants
14.3. Power of Suppliers
14.4. Power of Customers
14.5. Threat of Substitute Products

15. Competitive Landscape

15.1. Green Technology Solutions, Inc
- 15.1.1. Business Overview
- 15.1.2. Products & Services
- 15.1.3. Recent Developments
- 15.1.4. Key Personnel
- 15.1.5. SWOT Analysis
15.2. Li-Cycle Corporation
15.3. Glencore PLC
15.4. Recupyl Sas
15.5. Umicore SA
15.6. American Manganese Inc
15.7. Metal Conversion Technologies LLC
15.8. Retriev Technologies Inc
15.9. Raw Materials Company
15.10. TES-AMM Pte Ltd.