釷市場:現狀分析及預測(2024年～2032年)

在核電領域，釷因其效率更高、產生的放射性廢物更少且比鈾更安全而備受青睞。先進的核反應器技術需要釷，其主要開採自三種：獨居石礦床、碳酸鹽岩地層和鹼性岩。隨著越來越多的國家在擁有大量釷資源的同時，也需要環保的核能發電，並進一步改進熔鹽堆技術，核電領域釷市場正在蓬勃發展。釷能夠輔助提取稀土元素 (REE)，這為稀土元素在綠色能源和現代技術領域發揮關鍵作用，創造了更多潛在的市場機會。

由於對更安全、更永續的核能的需求不斷增長，以及熔鹽堆技術的進步，預計預測期內釷市場規模將以 6.7% 的強勁複合年增長率增長。印度和中國擁有豐富的釷礦資源，並計畫擴大核能規模，因此可望成為主要的釷市場。印度一直透過其三階段核電規劃，將釷反應器作為長期能源計畫進行推廣。 2021年，熔鹽堆（MSR）技術原型成功投入使用後，印度已成為世界領先的釷核電開發商。

依類型劃分，釷市場可分為砂礦、碳酸鹽岩、鹼性岩及其他類型。其中，砂礦釷市場正以較高的複合年增長率成長。由於包括獨居石在內的重礦砂含有釷生產所需的關鍵原料，砂礦釷市場正在蓬勃發展。印度、澳洲和巴西已成功利用沿海礦床為核能生產做出貢獻，先進材料開發也需要更多的釷供應。與開採硬岩相比，這些礦床為企業提供了一種經濟便捷的釷資源取得方式。由於環保採礦標準和政府支持釷勘探的項目，釷項目發展勢頭強勁。

依應用領域劃分，釷市場可分為核能、航太與國防、醫療應用及工業應用。預測期內，核能領域的複合年增長率顯著上升。全球對清潔能源的需求推動釷市場核電業務的成長。由於對氣候變遷的擔憂日益加劇，政府領導人和能源公司正在尋求新的燃料選擇，而釷作為化石燃料的有效替代品脫穎而出。釷增強熔鹽堆（MSR）產生的放射性廢棄物污染較少，同時降低了研發核武的可能性。世界上釷儲量豐富，這種燃料可以高效運作核電廠，且運作成本低廉。印度、中國和美國等幾個主要國家正在釷反應器研究計畫上投入大量資金，這有助於推動市場發展。

為了更了解釷產業的市場概況，本文基於北美（美國、加拿大及其他北美地區）、歐洲（德國、英國、法國、西班牙、義大利及其他地區）、亞太地區（中國、日本、印度、澳洲及其他地區）和其他地區的全球分佈對市場進行了分析。隨著亞太國家加大對核電發展的投入並青睞綠色能源系統，越來越多的國家加入了這一領域。亞太國家是核反應器中釷的最大用戶，因為這些發電廠比鈾燃燒反應器提供更好的安全性和長期電力。印度擁有世界上最多的釷礦床，因此在釷基反應器的研發方面處於領先地位。印度政府已製定明確行動計劃，透過本土生產而非進口鈾來生產釷基能源。中國正在透過營運熔鹽反應器設施來開發釷反應堆，以實現其碳中和目標。日本將在規劃能源發展體系的同時，將釷研究應用於核能。澳洲作為釷的國際供應國，正在研究這種天然燃料對未來核能發電的科學價值。亞太國家持續投資替代核燃料，因為它們需要更好的能源安全以及解決核廢料和碳排放問題。隨著多個地區政府與核子研究中心和私人核能業者合作，釷反應器計畫已初具規模。亞太地區各國政府繼續支持核電，支持研究和生產工作，以促進該地區核電的快速擴張。

市場的主要參與者包括American Rare Earths Limited，Cameco Corporation，China National Nuclear Corporation，Flibe Energy，Centrus Energy Corporation，Skyharbour Resources Limited，Copenhagen Atomics，Clean Core Thorium Energy, Inc，Indian Rare Earths Limited，TerraPower等。

本報告提供全球釷市場相關調查，市場概要，以及各類型，各用途，各地區的趨勢，及加入此市場的主要企業簡介等資訊。

目錄

第1章 市場簡介

第2章 調查手法或假設

第3章 摘要整理

第4章 市場動態

• 促進因素
• 機會
• 阻礙因素
• 趨勢
• PESTEL分析
• 需求面分析
• 供給方面分析

第5章 價格分析

• 地區價格分析
• 價格的影響因素

第6章 全球釷市場收益(100萬美元)，2022年～2032年預測

第7章 各類型市場分析

• 砂金礦
• 碳酸鹽礦
• 鹼性礦
• 其他礦

第8章 各用途市場分析

• 核能
• 航太及防衛
• 醫療
• 產業

第9章 各地區市場分析

• 北美
  • 美國
  • 加拿大
  • 其他
• 歐洲
  • 德國
  • 英國
  • 西班牙
  • 法國
  • 義大利
  • 其他
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 澳洲
  • 其他
• 其他各國

第10章 價值鏈分析

• 限制分析
• 市場參與企業清單

第11章 競爭情形

• 競爭儀表板
• 競爭的市場定位分析
• 波特五力分析

第12章 企業簡介

• American Rare Earths Limited
• Cameco Corporation
• China National Nuclear Corporation
• Flibe Energy
• Centrus Energy Corporation
• Skyharbour Resources Limited
• Copenhagen Atomics
• Clean Core Thorium Energy, Inc.
• Indian Rare Earths Limited
• TerraPower

第13章 縮寫與假設

第14章 附錄

The nuclear energy business favors thorium due to its higher efficiency while creating less radioactive waste and providing better safety than uranium. Advanced reactor technologies need thorium, which is extracted mainly from three types of sites: monazite placer deposits, carbonatite formations, and alkaline rocks. The market for thorium in nuclear energy is developing because more nations require environmentally friendly nuclear power sources while possessing large thorium supplies, plus MSR technology boosts. The ability of thorium to help extract rare earth elements (REE) creates more potential market opportunities since REEs serve important functions in green energy technology and modern technology fields.

The Thorium Market is expected to grow at a robust CAGR of 6.7% during the forecast period, owing to the rising demand for safer, sustainable nuclear energy and advancements in molten salt reactor technology. India and China will grow as major thorium markets because these countries have significant thorium deposits and plans for nuclear expansion. Through its three-stage nuclear program, India has always promoted thorium nuclear reactors as a long-term energy plan. The nation became the leading global thorium nuclear developer after achieving MSR technology success with its prototype in 2021.

Based on Type, the market is categorized into Placer, Carbonatite, Alkaline Rocks, and Others. Among these, Placer Thorium market is growing with a significant CAGR. The Placer thorium market grows because heavy mineral sands with monazite contain the primary raw material needed for thorium production. India, Australia, and Brazil make good use of their coastland deposits to help supply nuclear energy production, with more supply needed for advanced materials development. Placer deposits provide companies with an economical and straightforward way to gain thorium supply more easily than hard rock mining operations. Thorium projects gain momentum from environmental mining standards, plus government programs that support discovering thorium.

Based on Application, the Thorium market is divided into Nuclear Energy, Aerospace & Defense, Medical Applications, and Industrial Use. The Nuclear Energy segment registered a significant CAGR during the forecast period. The worldwide need for clean energy creation drives the growth of nuclear power operations in the thorium market. Government leaders and energy firms want new fuel options because of rising climate fears, so thorium stands out as an effective replacement for fossil fuels. MSRs enhanced by thorium produce less pollution-friendly radioactive waste while decreasing the possibility of developing nuclear weapons. The world has much thorium available, and this fuel can run nuclear power plants at increased efficiency at low running costs. Several major nations, such as India, China, and the United States, put substantial money into thorium reactor research projects, which boosts market development.

For a better understanding of the market adoption of the Thorium industry, the market is analyzed based on its worldwide presence in countries such as North America (U.S.A., Canada, and Rest of North America), Europe (Germany, United Kingdom, France, Spain, Italy, and Rest of Europe), Asia-Pacific (China, Japan, India, Australia, and Rest of Asia-Pacific), Rest of World. More Asian-Pacific nations are joining this sector because they put money into nuclear power developments and support green energy systems. Pacific Asian nations are top users of thorium in nuclear reactors because these power plants deliver better safety and long-term power than uranium-burning reactors. Since India holds the most global thorium deposits, it leads research and development for thorium-based reactors. The Indian administration created distinct actions to produce thorium-based energy through home production instead of importing uranium. China moves thorium reactor development forward by running molten salt reactor facilities to reach its carbon neutrality goals. Japan uses thorium research to power nuclear energy while planning its energy development system. As an international supplier of thorium, Australia studies the scientific value of this natural fuel for future nuclear power production. Countries in APAC continue to invest in nuclear fuel alternatives because they need better energy security and solutions for nuclear waste plus carbon emissions. Thorium reactor projects have taken shape since multiple regional governments now partner nuclear research centers with private nuclear businesses. Governments in APAC continuously support nuclear power by backing research and production efforts to fuel its fast regional expansion.

Some of the major players operating in the market include American Rare Earths Limited, Cameco Corporation, China National Nuclear Corporation, Flibe Energy, Centrus Energy Corporation, Skyharbour Resources Limited, Copenhagen Atomics, Clean Core Thorium Energy, Inc., Indian Rare Earths Limited, and TerraPower.

TABLE OF CONTENTS

1.Market Introduction

• 1.1. Market Definitions
• 1.2. Main Objective
• 1.3. Stakeholders
• 1.4. Limitation

2.Research Methodology Or Assumption

• 2.1. Research Process of the Thorium Market
• 2.2. Research Methodology of the Thorium Market
• 2.3. Respondent Profile

3.Executive Summary

• 3.1. Industry Synopsis
• 3.2. Segmental Outlook
  • 3.2.1. Market Growth Intensity
• 3.3. Regional Outlook

4.Market Dynamics

• 4.1. Drivers
• 4.2. Opportunity
• 4.3. Restraints
• 4.4. Trends
• 4.5. PESTEL Analysis
• 4.6. Demand Side Analysis
• 4.7. Supply Side Analysis
  • 4.7.1. Merger & Acquisition
  • 4.7.2. Investment Scenario
  • 4.7.3. Industry Insights: Leading Startups and Their Unique Strategies

5.Pricing Analysis

• 5.1. Regional Pricing Analysis
• 5.2. Price Influencing Factors

6.Global Thorium Market Revenue (USD Mn), 2022-2032F

7.Market Insights By Type

• 7.1. Placer
• 7.2. Carbonatite
• 7.3. Alkaline Rocks
• 7.4. Others

8.Market Insights By Application

• 8.1. Nuclear Energy
• 8.2. Aerospace & Defense
• 8.3. Medical Applications
• 8.4. Industrial Use

9.Market Insights By Region

• 9.1. North America
  • 9.1.1. USA
  • 9.1.2. Canada
  • 9.1.3. Rest of NA
• 9.2. Europe
  • 9.2.1. Germany
  • 9.2.2. United Kingdom
  • 9.2.3. Spain
  • 9.2.4. France
  • 9.2.5. Italy
  • 9.2.6. Rest of Europe
• 9.3. Asia Pacific
  • 9.3.1. China
  • 9.3.2. India
  • 9.3.3. Japan
  • 9.3.4. Australia
  • 9.3.5. Rest of APAC
• 9.4. Rest of World

10.Value Chain Analysis

• 10.1. Marginal Analysis
• 10.2. List of Market Participants

11.Competitive Landscape

• 11.1. Competition Dashboard
• 11.2. Competitor Market Positioning Analysis
• 11.3. Porter Five Forces Analysis

12.Company Profiled

• 12.1. American Rare Earths Limited
  • 12.1.1. Company Overview
  • 12.1.2. Key Financials
  • 12.1.3. SWOT Analysis
  • 12.1.4. Product Portfolio
  • 12.1.5. Recent Developments
• 12.2. Cameco Corporation
• 12.3. China National Nuclear Corporation
• 12.4. Flibe Energy
• 12.5. Centrus Energy Corporation
• 12.6. Skyharbour Resources Limited
• 12.7. Copenhagen Atomics
• 12.8. Clean Core Thorium Energy, Inc.
• 12.9. Indian Rare Earths Limited
• 12.10. TerraPower

13.Acronyms & Assumption

14.Annexure