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全球石墨市場（2025-2035）
市場調查報告書
商品編碼
1507978

全球石墨市場（2025-2035）

The Global Market for Graphite 2025-2035
出版日期: | 出版商: Future Markets, Inc. | 英文 179 Pages, 45 Tables, 43 Figures | 訂單完成後即時交付

價格

全球石墨市場呈現強勁成長，主要是由於電動車 (EV) 電池產業的需求激增。目前市場動態的特徵是中國在開採和加工領域佔據主導地位，約佔天然石墨產量的70%和加工能力的90%。市場正面臨供應鏈多元化的壓力，並在中國以外的新生產設施上進行大量投資。 2024年，天然石墨產量預計為130萬噸，人造石墨產量約300萬噸。強勁的需求和供應限制導致價格居高不下，優質鱗片石墨達到每噸2,000-2,400美元，球狀石墨達到每噸4,000-4,700美元。

主要市場發展

  • 電動車電池需求加速成長
  • 供應鏈區域化活動
  • 擴大中國境外的加工能力
  • 能源成本上升影響人工石墨生產
  • 越來越重視 ESG 合規性

由於以下驅動因素，預計該市場將顯著成長：

  • 到 2035 年，電動車電池需求將達到 9,300GWh
  • 儲能應用需要 1,770GWh
  • 在世界各地開發新的超級工廠
  • 工業應用的擴展

主要生長因子

  • 大規模採用電動車
  • 網格儲存擴展
  • 工業現代化
  • 核電的成長
  • 先進材料的開發

賦值

  • 處理能力的限制
  • 人工生產的能源成本
  • 環境法規
  • 供應鏈安全
  • 電池技術規格

隨著市場轉型，將需要對新產能、加工設施和技術開發進行大量投資，以滿足所有產業需求的預期成長。

本報告研究和分析了全球石墨市場，並對推動天然和合成石墨市場成長的生產、加工、應用和新技術進行了深入分析。

公司簡介中包含的公司：Aben Resources、Alba Mineral Resources、Anovion Technologies、Anson Resources、Applied Graphite Technologies、Armadale Capital、Ashbury Carbons、Black Rock Mining、Blencowe Resources、BTR New Material Group、Buxton Resources、Canada Carbon、Carbonscape、Ceylon Graphite、中國五礦集團、中鋼化工、Cocan Graphite Mill、Doncarb Graphite、Eagle Graphite、EcoGraf、Evolution Energy Minerals、Extrativa Metalquimica、Evion Group、方大碳素、First Graphene、五星新材料科技、Focus Graphite、FunktioMat、Grafinfintec、GrafTech International、Graphul Technologies Technologies、Graphit Kropfex Technologies、Graphit​​rhlx 、Graphite India Limited、Graphite One、Graphjet Technology、Graatomic、Green Battery Minerals、Green Graphite Technologies、Greenwing Resources、HEG Limited、黑龍江奧宇能源、黑龍江廣盛達、海克斯康能源材料、湖北恆達、Ibiden、Infinity Stone Ventures、International Graphite、ITech Minerals、JFE Chemical、雞西東北亞礦產資源、雞西浦辰石墨、開封碳素、Leading Edge Materials、Lomiko Metals、Magnis Energy Technologies、Mason Resources、Mersen SA 等

目錄

第1章研究方法

第 2 章簡介

  • 石墨的類型
    • 天然石墨與人工石墨
  • 天然石墨
    • 分類
    • 處理中
    • 有鱗的
    • 非晶石墨
    • 結晶石墨
  • 人工石墨
    • 分類
    • 處理中
    • 人造石墨生產上的問題
    • 各向同性石墨
    • 石墨電極
    • 擠壓石墨
    • 振動模製石墨
    • 雙模石墨
  • 新技術
  • 石墨材質的回收利用
  • 石墨的用途
  • 石墨價格
    • 價格（2024 年）
  • 石墨
    • 摘要
    • 特點
    • 石墨的類型和價格
    • 市場與應用
    • 石墨產能
    • 石墨製造商

第3章石墨市場

  • 世界石墨產量
    • 石墨市場（自 2024 年起）
    • 中國的優勢
    • 美國對中國進口產品的補貼/貸款和關稅
    • 世界天然石墨礦產量及儲量
    • 世界石墨產量（2016-2023）
    • 預計全球石墨產量（2024-2035 年）
    • 人造石墨供應
  • 全球石墨市場需求：依最終用途市場劃分，噸（2016-2035 年）
    • 天然石墨
    • 人工石墨
  • 石墨需求：依最終用途市場劃分（2023 年）
  • 石墨需求：依最終用途市場劃分（2035 年）
  • 石墨市場趨勢（2020-2024）
  • 需求：依地區劃分
    • 中國
    • 亞太地區
    • 北美
    • 歐洲
    • 巴西
  • 石墨市場成長驅動力
  • 限製石墨市場成長的因素
  • 主要市場公司
    • 天然石墨
    • 人工石墨
  • 市場供應鏈
  • 鋰離子電池
    • 超級工廠
    • 電動車負極材料
    • 汽車市場和電動車的最新趨勢
    • 成本增加和供應短缺
    • EV 預測
    • 電池用石墨替代品
  • 耐火材料製造（鋼鐵市場）
    • 鋼鐵市場趨勢與石墨成長
    • 耐火材料的碳源
    • 鋼鐵製造中的電弧爐
  • 再碳化
  • 石墨形狀
  • 電子
    • 熱管理
  • 燃料電池電極材料
  • 核電
  • 潤滑劑
  • 摩擦材料
  • 阻燃劑
  • 太陽能、風力渦輪機

第4章公司簡介（102家公司簡介）

第 5 章參考文獻

The global graphite market demonstrates strong growth driven primarily by surging demand from the electric vehicle (EV) battery sector. Current market dynamics are characterized by Chinese dominance in both mining and processing, accounting for approximately 70% of natural graphite production and 90% of processing capacity. The market faces supply chain diversification pressures, with major investments in new production facilities outside China. Natural graphite production in 2024 is estimated at 1.3 million tonnes, while synthetic graphite production reaches approximately 3 million tonnes. Prices remain elevated due to strong demand and supply constraints, with high-quality flake graphite commanding $2,000-2,400 per tonne and spherical graphite reaching $4,000-4,700 per tonne.

Key market developments include:

  • Accelerating EV battery demand
  • Supply chain regionalization efforts
  • Processing capacity expansion outside China
  • Rising energy costs affecting synthetic graphite production
  • Growing emphasis on ESG compliance

The market is projected to experience substantial growth, driven by:

  • EV battery demand reaching 9,300 GWh by 2035
  • Energy storage applications requiring 1,770 GWh
  • New gigafactory developments globally
  • Expanding industrial applications

Key growth factors include:

  • Mass EV adoption
  • Grid storage expansion
  • Industrial modernization
  • Nuclear power growth
  • Advanced materials development

Challenges include:

  • Processing capacity constraints
  • Energy costs for synthetic production
  • Environmental regulations
  • Supply chain security
  • Technical specifications for batteries

The market transformation will require significant investment in new production capacity, processing facilities, and technology development to meet projected demand growth across all sectors.

"The Global Market for Graphite 2025-2035" provides detailed analysis of the rapidly evolving graphite market, encompassing both natural and synthetic graphite sectors from 2025-2035. The report examines production, processing, applications, and emerging technologies driving market growth, with particular focus on electric vehicle batteries and energy storage applications.

Key Report Features:

  • Complete analysis of natural and synthetic graphite markets
  • Detailed production and capacity data
  • Price trends and forecasts
  • Technology developments
  • Comprehensive end-use market analysis
  • Regional market assessments
  • In-depth company profiles

The report provides exhaustive coverage of graphite types, including flake, amorphous, vein, and synthetic varieties, along with emerging technologies like graphene and advanced processing methods. Special attention is given to high-growth applications such as lithium-ion battery anodes, where demand is projected to increase significantly through 2035.

Market segments analyzed include:

  • Battery materials (EVs, energy storage)
  • Refractories and metallurgy
  • Lubricants and friction materials
  • Electronics and thermal management
  • Nuclear applications
  • Fuel cells and renewable energy
  • Flame retardants

The research examines critical market dynamics including:

  • Chinese market dominance
  • Supply chain diversification efforts
  • Processing technology advances
  • Recycling developments
  • Environmental regulations
  • Regional production trends
  • Price volatility factors

Regional analysis covers:

  • China's dominant position
  • North American market development
  • European Union initiatives
  • Emerging Asian markets
  • African production potential

The report includes detailed profiles of over 100 companies, analysis of production capacities, and strategic developments. Extensive data on gigafactory developments and their impact on graphite demand is provided, along with analysis of competing technologies and materials.

Technology coverage includes:

  • Advanced processing methods
  • New extraction techniques
  • Purification technologies
  • Coating developments
  • Recycling innovations
  • Graphene applications

Market forecasts through 2035 cover:

  • Production by type and region
  • Demand by application
  • Price trends
  • Regional consumption
  • Technology adoption
  • Market share analysis

Companies profiled include: Aben Resources, Alba Mineral Resources, Anovion Technologies, Anson Resources, Applied Graphite Technologies, Armadale Capital, Ashbury Carbons, Black Rock Mining, Blencowe Resources, BTR New Material Group, Buxton Resources, Canada Carbon, Carbonscape, Ceylon Graphite, China Minmetals Group, China Steel Chemical, Cocan Graphite Mill, Doncarb Graphite, Eagle Graphite, EcoGraf, Evolution Energy Minerals, Extrativa Metalquimica, Evion Group, Fangda Carbon, First Graphene, Five-star New Material Technology, Focus Graphite, FunktioMat, Grafintec, GrafTech International, Graphex Technologies, Graphit Kropfmuhl, Graphite COVA, Graphite India Limited, Graphite One, Graphjet Technology, Gratomic, Green Battery Minerals, Green Graphite Technologies, Greenwing Resources, HEG Limited, Heilongjiang Aoyu Energy, Heilongjiang Guangshengda, Hexagon Energy Materials, Hubei Hengda, Ibiden, Infinity Stone Ventures, International Graphite, ITech Minerals, JFE Chemical, Jixi Northeast Asia Mineral Resources, Jixi Puchen Graphite, Kaifeng Carbon, Leading Edge Materials, Lomiko Metals, Magnis Energy Technologies, Mason Resources, Mersen SA, and more....

TABLE OF CONTENTS

1. RESEARCH METHODOLOGY

2. INTRODUCTION

  • 2.1. Types of graphite
    • 2.1.1. Natural vs synthetic graphite
  • 2.2. Natural graphite
    • 2.2.1. Classification
    • 2.2.2. Processing
    • 2.2.3. Flake
      • 2.2.3.1. Grades
      • 2.2.3.2. Applications
      • 2.2.3.3. Spherical graphite
      • 2.2.3.4. Expandable graphite
    • 2.2.4. Amorphous graphite
      • 2.2.4.1. Applications
    • 2.2.5. Crystalline vein graphite
      • 2.2.5.1. Applications
  • 2.3. Synthetic graphite
    • 2.3.1. Classification
      • 2.3.1.1. Primary synthetic graphite
      • 2.3.1.2. Secondary synthetic graphite
    • 2.3.2. Processing
      • 2.3.2.1. Processing for battery anodes
    • 2.3.3. Issues with synthetic graphite production
    • 2.3.4. Isostatic Graphite
      • 2.3.4.1. Description
      • 2.3.4.2. Markets
      • 2.3.4.3. Producers and production capacities
    • 2.3.5. Graphite electrodes
    • 2.3.6. Extruded Graphite
    • 2.3.7. Vibration Molded Graphite
    • 2.3.8. Die-molded graphite
  • 2.4. New technologies
  • 2.5. Recycling of graphite materials
  • 2.6. Applications of graphite
  • 2.7. Graphite pricing (ton)
    • 2.7.1. Pricing in 2024
  • 2.8. Graphene
    • 2.8.1. Overview
    • 2.8.2. Properties
    • 2.8.3. Types of graphene and prices
      • 2.8.3.1. CVD Graphene
      • 2.8.3.2. Graphene nanoplatelets
      • 2.8.3.3. Graphene oxide and reduced Graphene Oxide
    • 2.8.4. Markets and applications
    • 2.8.5. Graphene production capacities
    • 2.8.6. Graphene producers

3. MARKETS FOR GRAPHITE

  • 3.1. Global production of graphite
    • 3.1.1. The graphite market in 2024 and beyond
    • 3.1.2. China dominance
    • 3.1.3. United States subsidies/loans and tariffs on Chinese imports
    • 3.1.4. Global mine production and reserves of natural graphite
    • 3.1.5. Global graphite production in tonnes, 2016-2023
    • 3.1.6. Estimated global graphite production in tonnes, 2024-2035
    • 3.1.7. Synthetic graphite supply
  • 3.2. Global market demand for graphite by end use market 2016-2035, tonnes
    • 3.2.1. Natural graphite
    • 3.2.2. Synthetic graphite
  • 3.3. Demand for graphite by end use markets, 2023
  • 3.4. Demand for graphite by end use markets, 2035
  • 3.5. Graphite market developments 2020-2024
  • 3.6. Demand by region
    • 3.6.1. China
      • 3.6.1.1. Diversification of global supply and production
    • 3.6.2. Asia-Pacific
      • 3.6.2.1. Synthetic graphite
      • 3.6.2.2. Natural graphite
    • 3.6.3. North America
      • 3.6.3.1. Synthetic graphite
      • 3.6.3.2. Natural graphite
    • 3.6.4. Europe
      • 3.6.4.2. Natural graphite
    • 3.6.5. Brazil
  • 3.7. Factors that aid graphite market growth
  • 3.8. Factors that hinder graphite market growth
  • 3.9. Main market players
    • 3.9.1. Natural graphite
    • 3.9.2. Synthetic graphite
  • 3.10. Market supply chain
  • 3.11. Lithium-ion batteries
    • 3.11.1. Gigafactories
    • 3.11.2. Anode material in electric vehicles
      • 3.11.2.1. Properties
      • 3.11.2.2. Market demand
    • 3.11.3. Recent trends in the automotive market and EVs
    • 3.11.4. Higher costs and tight supply
    • 3.11.5. Forecast for EVs
    • 3.11.6. Graphite alternatives for batteries
  • 3.12. Refractory manufacturing (Steel market)
    • 3.12.1. Steel market trends and graphite growth
    • 3.12.2. Carbon Sources for refractories
    • 3.12.3. Electric arc furnaces in steelmaking
  • 3.13. Recarburising
  • 3.14. Graphite shapes
  • 3.15. Electronics
    • 3.15.1. Thermal management
  • 3.16. Electrode materials for fuel cells
  • 3.17. Nuclear
  • 3.18. Lubricants
  • 3.19. Friction materials
  • 3.20. Flame retardants
  • 3.21. Solar and wind turbines

4. COMPANY PROFILES (102 company profiles)

5. REFERENCES

List of Tables

  • Table 1. Selected physical properties of graphite
  • Table 2. Characteristics of natural and synthetic graphite
  • Table 3. Comparison between Natural and Synthetic Graphite
  • Table 4. Natural graphite size categories, their advantages, average prices, and applications
  • Table 5. Classification of natural graphite with its characteristics
  • Table 6. Applications of flake graphite
  • Table 7. Amorphous graphite applications
  • Table 8. Crystalline vein graphite applications
  • Table 9. Characteristics of synthetic graphite
  • Table 10: Main markets and applications of isostatic graphite
  • Table 11. Current or planned production capacities for isostatic graphite
  • Table 12. Main graphite electrode producers and capacities (MT/year)
  • Table 13. Extruded graphite applications
  • Table 14. Applications of Vibration Molded Graphite
  • Table 15. Applicaitons of Die-molded graphite
  • Table 16. Recycled refractory graphite applications
  • Table 17. Markets and applications of graphite
  • Table 18. Classification, application and price of graphite as a function of size
  • Table 19. Pricing by graphite type, 2020-2024
  • Table 20. Fine Flake Graphite Prices (-100 mesh, 90-97% C)
  • Table 21. Spherical Graphite Prices (99.95% C)
  • Table 22. +32 Mesh Natural Flake Graphite Prices (>500 micrometer, 94-97% C)
  • Table 23. Properties of graphene, properties of competing materials, applications thereof
  • Table 24. Types of graphene and prices
  • Table 25. Applications of GO and rGO
  • Table 26. Markets, benefits and applications of graphene
  • Table 27. Main graphene producers by country, annual production capacities, types and main markets they sell into
  • Table 28. Graphene producers
  • Table 29. Estimated global mine Production of natural graphite 2020-2023, by country (tons)
  • Table 30. Global production of graphite 2016-2023, MT
  • Table 31. Estimated global graphite production in tonnes, 2024-2035, by type
  • Table 32. Graphite market developments 2020-2024
  • Table 33. Demand for synthetic graphite in Asia-Pacific 2016-2035, tonnes
  • Table 34. Demand for natural graphite in Asia-Pacific 2016-2035, tonnes
  • Table 35. Demand for synthetic graphite in North America 2016-2035, tonnes
  • Table 36. Demand for natural graphite in North America 2016-2035, tonnes
  • Table 37. Demand for synthetic graphite in Europe 2018-2035, tonnes
  • Table 38. Demand for natural graphite in Europe 2016-2035, tonnes
  • Table 39. Main natural graphite producers
  • Table 40. Main synthetic graphite producers
  • Table 41. Key minerals in an EV battery
  • Table 42. Current and planned gigafactories
  • Table 43. Overview of thermal management materials
  • Table 44. Graphite production capacities by producer
  • Table 45. Next Resources graphite flake products

List of Tables

  • Figure 1. Structure of graphite
  • Figure 2. Comparison of SEM micrographs of sphere-shaped natural graphite (NG; after several processing steps) and synthetic graphite (SG)
  • Figure 3. Overview of graphite production, processing and applications
  • Figure 4. Flake graphite
  • Figure 5. Flake graphite production
  • Figure 6. Amorphous graphite
  • Figure 7. Vein graphite
  • Figure 8: Isostatic pressed graphite
  • Figure 9. Global market for graphite EAFs, 2018-2035 (MT)
  • Figure 10. Extruded graphite rod
  • Figure 11. Vibration Molded Graphite
  • Figure 12. Die-molded graphite products
  • Figure 15. Graphene layer structure schematic
  • Figure 16. Illustrative procedure of the Scotch-tape based micromechanical cleavage of HOPG
  • Figure 17. Graphite and graphene
  • Figure 18. Types of CVD methods
  • Figure 19. Schematic of the manufacture of GnPs starting from natural graphite
  • Figure 20. Global production of graphite 2016-2023 MT
  • Figure 21. Estimated global graphite production in tonnes, 2024-2035, by type
  • Figure 22. Global market demand for natural graphite by end use market 2016-2035, tonnes
  • Figure 23. Global market demand for synthetic graphite by end use market 2016-2035, tonnes
  • Figure 24. Consumption of graphite by end use markets, 2023
  • Figure 25. Demand for graphite by end use markets, 2035
  • Figure 26. Global consumption of graphite by type and region, 2023
  • Figure 27. Consumption of synthetic graphite in Asia-Pacific 2016-2035, tonnes
  • Figure 28. Consumption of natural graphite in Asia-Pacific 2016-2035, tonnes
  • Figure 29. Demand for synthetic graphite in North America 2016-2035, tonnes
  • Figure 30. Demand for natural graphite in North America 2018-2035, tonnes
  • Figure 31. Consumption of synthetic graphite in Europe 2015-2035, tonnes
  • Figure 32. Consumption of natural graphite in Europe 2015-2035, tonnes
  • Figure 33. Graphite market supply chain (battery market)
  • Figure 34. Graphite battery market demand, by type 2016-2035, tonnes
  • Figure 35. 2 Graphite: Content and share of total cell weight, for common types of lithium-ion cells for battery-powered electric vehicles
  • Figure 36. Graphite as active anode material in lithium-ion cell
  • Figure 37. Global electric car sales and share of global car sales, 2010-2023
  • Figure 38. Graphite market demand for refractories, by type 2016-2035, tonnes
  • Figure 39. Schematic illustration of an EAF
  • Figure 40. Graphite electrodes demand 2018-2035 in EAFs (million MT)
  • Figure 41. Graphite market demand for recarburising, by type 2016-2035, tonnes
  • Figure 42. Graphite market demand for recarburising, by type 2016-2035, tonnes
  • Figure 43. Graphite market demand for friction products by type 2016-2035, tonnes