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市場調查報告書
商品編碼
1949535
潤滑油市場-全球產業規模、佔有率、趨勢、機會及預測(依集團、基礎油、產品類型、最終用戶、地區及競爭格局分類,2021-2031年)Lubricants Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Group, By Base Stock, By Product Type, By End User, By Region & Competition, 2021-2031F |
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全球潤滑油市場預計將從 2025 年的 1,293.3 億美元成長到 2031 年的 1,649.7 億美元,複合年成長率為 4.14%。
潤滑劑是摩擦學物質,通常為液體或油脂形式,旨在減少摩擦、散熱並防止運動表面之間的磨損和腐蝕。推動市場成長的關鍵因素包括強勁的工業化進程、重型機械維護需求的不斷成長以及汽車製造業的穩定擴張。國際汽車製造商協會(OICA)報告稱,全球汽車產量將在2023年達到9,350萬輛,這將為汽車生產帶來巨大的潤滑油需求。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 1293.3億美元 |
| 市場規模:2031年 | 1649.7億美元 |
| 複合年成長率:2026-2031年 | 4.14% |
| 成長最快的細分市場 | 重型機械 |
| 最大的市場 | 亞太地區 |
然而,由於全球汽車產業向電動車的快速轉型,市場面臨著巨大的挑戰。與內燃機不同,電動動力傳動系統所需的潤滑油種類更少、類型更專一,從而有效降低了對傳統機油的長期需求。這種技術轉型,加上潤滑油耐久性的提高和換油週期的延長,對傳統潤滑油產品的需求持續成長構成了結構性障礙。
新興經濟體的快速工業化和製造業成長是全球潤滑油市場的主要驅動力。隨著開發中國家向工業主導經濟轉型,液壓系統、渦輪機和金屬加工機械的安裝和運作蓬勃發展,對工業流體的需求量龐大。這一趨勢在亞洲尤為顯著,其產量增速已超過已開發地區。聯合國工業發展組織(工發組織)預測,到2023年第四季度,中國、印度和印尼的製造業年產量成長率預計將超過4%,這將直接推動液壓油、齒輪油和金屬加工液的消費,而這些油品對於提高營運效率至關重要。
同時,基礎設施建設和建設活動的活性化推動了對重型潤滑油的需求。從住宅開發到公共工程等大型計劃都需要挖土機和起重機等土木機械,而這些設備需要專用的機油和潤滑脂來承受其所面臨的嚴苛負荷。根據美國人口普查局2024年6月的報告,美國今年前四個月的建築支出達到6,355億美元,比去年同期成長10.9%,證實了售後市場需求的穩定。在這種競爭激烈的市場環境下,大型供應商主導著分銷管道。例如,殼牌公司在2024年11月確認,其維持了全球最大成品潤滑油供應商的地位,並在2023年佔據了11.6%的市場佔有率。
電動車的加速轉型為潤滑油市場的銷售成長帶來了明顯的挑戰。隨著汽車製造商越來越重視電動動力傳動系統而非內燃機,對傳統機油的需求顯著降低。電動車無需曲軸箱潤滑油,而曲軸箱潤滑油傳統上佔汽車潤滑油總消耗量的大部分。這直接縮小了傳統潤滑油產品大規模生產的潛在市場。
這一趨勢也受到電動交通市場佔有率不斷成長的推動。國際能源總署(IEA)預測,到2024年,全球電動車銷量將達到1,700萬輛,這標誌著能源技術正從依賴石化燃料的模式轉型為更有效率的模式。非燃油汽車數量的顯著成長,加上潤滑油耐久性技術的進步延長了保養週期,抑制了對傳統潤滑油的需求,並導致市場最大細分領域出現結構性萎縮。
在循環經濟模式下,再生基礎油的廣泛應用從根本上重塑了價值鏈,將廢油視為關鍵原料而非廢棄物。這一趨勢不同於傳統的產能擴張,它優先考慮減少碳排放和降低對新原油煉製的依賴,強調現有資源的回收。大型能源公司正積極採用先進的再生煉油技術,生產與傳統產品品質相當的高純度基礎油。例如,道達爾能源於2024年7月收購了芬蘭的Tekoil A/S公司,該公司擁有5萬噸的年再生基礎油產能,此次收購顯著提升了道達爾能源的循環業務能力。
同時,可再生能源領域對高性能潤滑油的激增需求,正在催生一個專注於滿足綠色發電技術需求的高價值市場細分領域。風力發電機等設備在不穩定的負載和惡劣的環境條件下運作,需要使用專門的合成配方來確保可靠性,並最大限度地減少因高昂維護成本造成的停機時間。這種對運作效率的關注正在推動高階潤滑油的應用。正如《今日印度製造》2024年10月刊所指出的,克魯勃潤滑油公司實施的特種潤滑油和效率提升計劃已為其客戶節省了超過44.5萬兆瓦時的能源。
The Global Lubricants Market is projected to expand from USD 129.33 Billion in 2025 to USD 164.97 Billion by 2031, registering a compound annual growth rate of 4.14%. Lubricants are tribological substances, typically in fluid or grease form, designed to lower friction, disperse heat, and prevent wear and corrosion between moving surfaces. The primary factors fueling this market growth include robust industrialization, rising maintenance needs for heavy machinery, and the steady expansion of the automotive manufacturing sector. Highlighting this demand, the International Organization of Motor Vehicle Manufacturers reported that global motor vehicle production hit 93.5 million units in 2023, creating a significant requirement for automotive fluids to support such output.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 129.33 Billion |
| Market Size 2031 | USD 164.97 Billion |
| CAGR 2026-2031 | 4.14% |
| Fastest Growing Segment | Heavy Equipment |
| Largest Market | Asia Pacific |
However, the market faces a substantial obstacle due to the global automotive industry's rapid shift toward electric vehicles. Unlike internal combustion engines, electric powertrains require fewer and distinct types of fluids, effectively reducing the long-term volumetric demand for traditional engine oils. This technological transition, coupled with improvements in fluid durability that allow for extended drain intervals, presents a structural barrier to the continued volume growth of conventional lubricant products.
Market Driver
Rapid industrialization and the growth of the manufacturing sector in emerging economies act as a foundational driver for the global lubricants market. As developing nations transition toward industrial-led economies, there has been a surge in the installation and operation of hydraulic systems, turbines, and metalworking machinery, necessitating large volumes of industrial fluids. This trend is particularly strong in Asia, where production output exceeds that of developed regions; according to the United Nations Industrial Development Organization, manufacturing sectors in China, India, and Indonesia saw annual output increases surpassing 4% in the fourth quarter of 2023, directly driving the consumption of hydraulic fluids, gear oils, and metalworking fluids essential for operational efficiency.
Concurrently, rising infrastructure development and construction activities are boosting the demand for heavy-duty lubricants. Major projects, ranging from residential complexes to public utilities, rely on earthmoving equipment like excavators and cranes, which require specialized engine oils and greases to endure extreme loads. The U.S. Census Bureau reported in June 2024 that construction spending in the United States reached $635.5 billion during the first four months of the year, a 10.9% increase over the same period in 2023, ensuring steady aftermarket demand. In this competitive landscape, major suppliers dominate distribution; Shell plc, for instance, confirmed in November 2024 that it retained its status as the leading global finished lubricant supplier with an 11.6% market share in 2023.
Market Challenge
The accelerated transition toward electric vehicles presents a distinct challenge to the volumetric growth of the lubricants market. As automotive manufacturers increasingly prioritize electric powertrains over internal combustion engines, the necessity for traditional engine oils diminishes significantly. Electric units eliminate the need for crankcase oil, which has historically accounted for a large portion of total automotive lubricant consumption, thereby directly reducing the addressable market for high-volume conventional products.
This trend is reinforced by the growing market share of electrified transport. The International Energy Agency projected that global electric car sales would reach 17 million units in 2024, signaling a robust shift away from fossil-fuel-dependent technologies. This substantial rise in non-combustion vehicles, combined with advancements in fluid durability that extend service intervals, constrains the volumetric demand for standard lubricants and leads to a structural contraction in the market's largest segment.
Market Trends
The rising utilization of re-refined base oils within circular economy models is fundamentally reshaping the supply chain by valuing used oil as a critical feedstock rather than waste. This trend differs from traditional capacity expansion by prioritizing the regeneration of existing resources to lower carbon footprints and reduce reliance on virgin crude refining. Major energy companies are actively adopting advanced re-refining technologies to create high-purity base stocks that match the quality of conventional products; for example, TotalEnergies significantly expanded its circular capabilities in July 2024 by acquiring Tecoil, a Finnish facility capable of producing 50,000 tons of re-refined base oils annually.
Simultaneously, the surging demand for high-performance lubricants in renewable energy sectors is creating a high-value market segment tailored to the technical needs of green power generation. Assets such as wind turbines, which operate under erratic loads and harsh environmental conditions, require specialized synthetic formulations to ensure reliability and minimize costly maintenance downtime. This focus on operational efficiency is driving the adoption of premium fluids; as noted by Manufacturing Today India in October 2024, Kluber Lubrication's implementation of specialized lubricants and efficiency programs resulted in energy savings exceeding 445,000 MWh for its clients.
Report Scope
In this report, the Global Lubricants Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Lubricants Market.
Global Lubricants 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: