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市場調查報告書
商品編碼
1965480

鋰市場－全球產業規模、佔有率、趨勢、機會、預測：按產品、應用、地區和競爭對手分類，2021-2031年

Lithium Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Product, By Application, By Region & Competition, 2021-2031F
出版日期: | 出版商: TechSci Research | 英文 185 Pages | 商品交期: 2-3個工作天內

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簡介目錄

全球鋰市場預計將從 2025 年的 89.9 億美元成長到 2031 年的 121.4 億美元，複合年成長率為 5.13%。

鋰因其卓越的電化學性能和高能量密度而備受青睞，是高效可充電電池生態系統的基礎。市場上漲趨勢主要受全球加速向電動車轉型以及為促進可再生能源併網而對電網級儲能的迫切需求所驅動，而國際脫碳政策和政府獎勵又進一步推動了這一趨勢，從而保障了電池級材料的工業需求。

市場概覽
預測期 2027-2031
市場規模：2025年 89.9億美元
市場規模：2031年 121.4億美元
複合年成長率：2026-2031年 5.13%
成長最快的細分市場 碳酸鹽
最大的市場 亞太地區

然而，挑戰依然嚴峻，尤其是在供應鏈僵化和新礦產能運作延遲導致的價格劇烈波動方面。這種不穩定性阻礙了依賴可預測成本結構的汽車製造商和電池製造商的長期投資計畫。根據美國地質調查局（USGS）的報告，預計到2024年，全球鋰消費量將達到22萬噸。這項數據凸顯了供應鏈中為避免未來供不應求所需的龐大物料流動。

市場促進因素

全球電動車的快速發展正成為鋰產業的重要驅動力，從根本上改變了整個汽車產業的原料採購模式。隨著製造商逐步淘汰內燃機，正極材料生產所需的氫氧化鋰和碳酸鋰的需求激增，這代表著交通運輸業的結構性變革，而非曇花一現的趨勢。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達到約1,400萬輛。如此龐大的需求規模正迫使上游供應鏈迅速擴大採礦產能，以避免阻礙電氣化進程的瓶頸出現。

同時，大規模能源儲存系統的普及正成為一股至關重要的次要驅動力，推動著汽車產業以外的能源消耗成長。電力公司正在加速部署大規模鋰離子電池，以應對可再生能源的間歇性，並在用電尖峰時段維持電網穩定。根據美國能源資訊署（EIA）發布的2024年2月月度儲能庫存統計數據，美國開發商計劃在2024年新增14.3吉瓦的電池容量。為了滿足電力和交通運輸業的綜合需求，澳洲工業、科學和資源部預測，2024年全球鋰產量將達到約130萬噸碳酸鋰當量，凸顯了該產業為滿足不斷成長的需求而做出的努力。

市場挑戰

鋰價劇烈波動嚴重阻礙了全球鋰市場的穩定成長，為那些必須投入大量開發計劃的生產商帶來了不穩定的局面。當市場價格因供需暫時失衡而暴跌時，礦業公司往往被迫縮減營運規模或延後投資決策以保障自身財務健康。這種被動應對方式導致供應鏈持續脆弱，延緩了關鍵礦業基礎設施的建設，並削弱了市場維持永續成長的能力。

近期市場波動清晰地展現了這種不穩定性，並對長期策略規劃產生了重大影響。正如國際能源總署（IEA）在2024年指出的那樣，鋰價在經歷了近年來的大幅上漲後，已經下跌了80%以上。如此快速的價格下跌削弱了高成本採礦作業的經濟可行性，迫使生產者重新評估其擴張計畫。因此，市場出現繁榮與蕭條的周期性波動，阻礙了建立能夠可靠滿足未來需求的穩健供應基礎所需的持續投資。

市場趨勢

汽車製造商對鋰供應鏈的垂直整合是籌資策略的重要轉捩點。製造商正轉向直接投資上游礦產資產，以管理供應風險。他們不再局限於傳統的承購協議，而是透過收購所有權來確保其電氣化目標所需的原料供應。例如，根據《礦業技術》2024年10月報道，通用汽車同意投資6.25億美元，透過與Lithium Americas的合資企業收購Saccapass礦計劃38%的資產股權。這表明，汽車製造商正開始在採礦領域扮演積極角色，以避免市場波動風險並確保長期資源供應。

同時，直接鋰提取（DLE）技術的商業化進程正在推進，與傳統的蒸發池法相比，該技術能夠快速處理鹵水資源，並顯著降低對環境的影響，從而重塑生產方式。這項技術創新使生產商能夠利用低品位礦床，縮短產品上市時間，並滿足了業界對高效提取技術的迫切需求。根據Elamet公司2024年7月發布的關於其位於阿根廷的直接鋰提取工廠的新聞稿，新運作的Centenario工廠計劃在全面運作後每年生產相當於24,000噸電池級碳酸鋰。這代表著一項重要的供應端創新，使生產擺脫了對天氣模式和蒸發週期的依賴。

目錄

第1章概述

第2章：調查方法

第3章執行摘要

第4章：客戶心聲

第5章：全球鋰市場展望

  • 市場規模及預測
    • 按金額
  • 市佔率及預測
    • 依產品類型（碳酸鹽、氫氧化物、氯化物、金屬、其他）
    • 依應用領域（電池、玻璃/陶瓷、潤滑劑、聚合物、冶金、醫療、空氣處理、其他）
    • 按地區
    • 按公司（2025 年）
  • 市場地圖

第6章：北美鋰市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 北美洲：國別分析
    • 美國
    • 加拿大
    • 墨西哥

第7章：歐洲鋰市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 歐洲：國別分析
    • 德國
    • 法國
    • 英國
    • 義大利
    • 西班牙

第8章：亞太地區鋰市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 亞太地區：國別分析
    • 中國
    • 印度
    • 日本
    • 韓國
    • 澳洲

第9章：中東和非洲鋰市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 中東與非洲：國別分析
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 南非

第10章：南美洲鋰市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 南美洲：國別分析
    • 巴西
    • 哥倫比亞
    • 阿根廷

第11章 市場動態

  • 促進因素
  • 任務

第12章 市場趨勢與發展

  • 併購
  • 產品發布
  • 近期趨勢

第13章：全球鋰市場：SWOT分析

第14章：波特五力分析

  • 產業競爭
  • 新進入者的潛力
  • 供應商的議價能力
  • 顧客權力
  • 替代品的威脅

第15章 競爭格局

  • Arcadium Lithium PLC
  • Albemarle Corporation
  • Sociedad QuImica y Minera de Chile SA
  • Tianqi Lithium Corp
  • International Lithium Corp.
  • LSC Lithium Corp
  • American Lithium Corp.
  • Avalon Advanced Materials Inc.
  • Sayona Mining Limited
  • Ganfeng Lithium Co., Ltd.

第16章 策略建議

第17章：關於研究公司及免責聲明

簡介目錄
Product Code: 23854

The Global Lithium Market is projected to expand from USD 8.99 Billion in 2025 to USD 12.14 Billion by 2031, registering a CAGR of 5.13%. Valued for its exceptional electrochemical potential and high energy density, lithium serves as the cornerstone for high-efficiency rechargeable battery ecosystems. The market's upward trajectory is primarily fueled by the accelerating global transition toward electric mobility and the essential demand for grid-scale energy storage to facilitate renewable power integration, both of which are supported by international decarbonization policies and government incentives that guarantee industrial demand for battery-grade materials.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 8.99 Billion
Market Size 2031USD 12.14 Billion
CAGR 2026-20315.13%
Fastest Growing SegmentCarbonate
Largest MarketAsia Pacific

However, significant hurdles persist, particularly regarding acute price volatility resulting from rigid supply chains and the sluggish pace of commissioning new extraction capacity. This instability disrupts long-term investment planning for automotive and battery producers who depend on predictable cost structures. As reported by the U.S. Geological Survey, global lithium consumption reached an estimated 220,000 tons in 2024, a statistic that underscores the immense volume of material flow required within supply chains to avert potential future deficits.

Market Driver

The rapidly increasing global adoption of electric vehicles functions as the primary catalyst for the lithium sector, fundamentally reshaping raw material procurement across the automotive industry. As manufacturers steadily move away from internal combustion engines, the demand for lithium hydroxide and carbonate needed for cathode production has surged, representing a structural transformation of the transport sector rather than a temporary trend. According to the International Energy Agency's 'Global EV Outlook 2024', released in April 2024, global electric car sales hit nearly 14 million units in 2023, a volume that places immense pressure on upstream supply chains to quickly expand extraction capabilities and avoid bottlenecks that could hinder electrification goals.

Concurrently, the proliferation of grid-scale energy storage systems acts as a vital secondary driver, broadening consumption beyond the automotive realm. Utilities are increasingly turning to massive lithium-ion batteries to handle the intermittency of renewable energy, thereby maintaining grid stability during peak usage. According to the U.S. Energy Information Administration's 'Preliminary Monthly Electric Generator Inventory' from February 2024, developers in the United States planned to add 14.3 gigawatts of battery storage capacity in 2024. To address the combined requirements of the utility and transport sectors, global lithium production was forecast by the Australian Department of Industry, Science and Resources to reach approximately 1.3 million tonnes of lithium carbonate equivalent in 2024, highlighting the industry's effort to align supply with growing demand.

Market Challenge

Severe price volatility stands as a significant barrier to the steady growth of the global lithium market, creating a precarious landscape for producers who must allocate massive capital to multi-year development projects. When market prices plummet unexpectedly due to temporary imbalances, mining firms often reduce operations or postpone investment decisions to safeguard their financial health. This reluctance delays the construction of essential extraction infrastructure, resulting in persistent supply chain fragility that undermines the market's ability to sustain consistent growth.

Recent market fluctuations vividly illustrate this instability, heavily influencing long-term strategic planning. As noted by the International Energy Agency in 2024, lithium prices dropped by more than 80% following the sharp spikes seen in prior years. Such drastic depreciation compromises the economic feasibility of higher-cost extraction initiatives and compels producers to reassess expansion plans, creating a boom-and-bust dynamic that discourages the sustained financial commitment necessary to establish a resilient supply base capable of reliably meeting future needs.

Market Trends

A pivotal shift in procurement strategies is evident in the vertical integration of lithium supply chains by automotive OEMs, who are now investing directly in upstream mining assets to manage supply risks. Moving beyond standard off-take contracts, manufacturers are acquiring ownership stakes to ensure feedstock availability for their electrification objectives. For instance, Mining Technology reported in October 2024 that General Motors agreed to invest a total of $625 million for a 38% asset-level stake in the Thacker Pass project through a joint venture with Lithium Americas, signaling that OEMs are becoming active players in the mining sector to shield themselves from volatility and secure long-term access to resources.

Concurrently, the commercialization of Direct Lithium Extraction (DLE) technologies is reshaping production by facilitating the rapid processing of brine resources with a notably smaller environmental footprint than conventional evaporation ponds. This technological advancement permits producers to utilize lower-grade reserves and speed up time-to-market, addressing the sector's urgent demand for more efficient extraction techniques. According to a July 2024 press release from Eramet regarding its direct lithium extraction plant in Argentina, the newly commissioned Centenario facility aims to produce 24,000 tonnes of battery-grade lithium carbonate equivalent annually at full capacity, representing a critical supply-side innovation that decouples production rates from weather patterns and evaporation cycles.

Key Market Players

  • Arcadium Lithium PLC
  • Albemarle Corporation
  • Sociedad QuImica y Minera de Chile S.A.
  • Tianqi Lithium Corp
  • International Lithium Corp.
  • LSC Lithium Corp
  • American Lithium Corp.
  • Avalon Advanced Materials Inc.
  • Sayona Mining Limited
  • Ganfeng Lithium Co., Ltd.

Report Scope

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

Lithium Market, By Product

  • Carbonate
  • Hydroxide
  • Chloride
  • Metals
  • Others

Lithium Market, By Application

  • Batteries
  • Glass & Ceramics
  • Lubricant
  • Polymers
  • Metallurgy
  • Medical
  • Air Treatment
  • Others

Lithium 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 Market.

Available Customizations:

Global Lithium 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:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

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 Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Product (Carbonate, Hydroxide, Chloride, Metals, Others)
    • 5.2.2. By Application (Batteries, Glass & Ceramics, Lubricant, Polymers, Metallurgy, Medical, Air Treatment, Others)
    • 5.2.3. By Region
    • 5.2.4. By Company (2025)
  • 5.3. Market Map

6. North America Lithium Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Product
    • 6.2.2. By Application
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Lithium 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 Product
        • 6.3.1.2.2. By Application
    • 6.3.2. Canada Lithium 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 Product
        • 6.3.2.2.2. By Application
    • 6.3.3. Mexico Lithium 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 Product
        • 6.3.3.2.2. By Application

7. Europe Lithium Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Product
    • 7.2.2. By Application
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Lithium 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 Product
        • 7.3.1.2.2. By Application
    • 7.3.2. France Lithium 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 Product
        • 7.3.2.2.2. By Application
    • 7.3.3. United Kingdom Lithium 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 Product
        • 7.3.3.2.2. By Application
    • 7.3.4. Italy Lithium 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 Product
        • 7.3.4.2.2. By Application
    • 7.3.5. Spain Lithium 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 Product
        • 7.3.5.2.2. By Application

8. Asia Pacific Lithium Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Product
    • 8.2.2. By Application
    • 8.2.3. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Lithium 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 Product
        • 8.3.1.2.2. By Application
    • 8.3.2. India Lithium 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 Product
        • 8.3.2.2.2. By Application
    • 8.3.3. Japan Lithium 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 Product
        • 8.3.3.2.2. By Application
    • 8.3.4. South Korea Lithium 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 Product
        • 8.3.4.2.2. By Application
    • 8.3.5. Australia Lithium 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 Product
        • 8.3.5.2.2. By Application

9. Middle East & Africa Lithium Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Product
    • 9.2.2. By Application
    • 9.2.3. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Lithium 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 Product
        • 9.3.1.2.2. By Application
    • 9.3.2. UAE Lithium 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 Product
        • 9.3.2.2.2. By Application
    • 9.3.3. South Africa Lithium 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 Product
        • 9.3.3.2.2. By Application

10. South America Lithium Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Product
    • 10.2.2. By Application
    • 10.2.3. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Lithium 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 Product
        • 10.3.1.2.2. By Application
    • 10.3.2. Colombia Lithium 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 Product
        • 10.3.2.2.2. By Application
    • 10.3.3. Argentina Lithium 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 Product
        • 10.3.3.2.2. By Application

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 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. Arcadium Lithium PLC
    • 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. Albemarle Corporation
  • 15.3. Sociedad QuImica y Minera de Chile S.A.
  • 15.4. Tianqi Lithium Corp
  • 15.5. International Lithium Corp.
  • 15.6. LSC Lithium Corp
  • 15.7. American Lithium Corp.
  • 15.8. Avalon Advanced Materials Inc.
  • 15.9. Sayona Mining Limited
  • 15.10. Ganfeng Lithium Co., Ltd.

16. Strategic Recommendations

17. About Us & Disclaimer