查看購物車
  • Simplified Chinese
  • English
  • Japanese
  • Korean
封面
市場調查報告書
商品編碼
1532959

石墨電極市場－2024年至2029年預測

Graphite Electrode Market - Forecasts from 2024 to 2029
出版日期: | 出版商: Knowledge Sourcing Intelligence | 英文 141 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

石墨電極市場預計在預測期（2024-2029年）複合年成長率為3.35%。

推動石墨電極市場的主要因素是各種工業應用的需求不斷增加，特別是在鋼鐵製造領域。鋼鐵製造技術的進步對石墨電極的需求不斷增加，現代電弧爐需要高品質的石墨電極來實現穩定的反應。因此，對高等級石墨電極的需求不斷增加。

可再生能源領域的開拓進一步擴大了石墨電極市場。鋰離子電池能源儲存系統的發展支持石墨電極的進一步發展。這些儲能系統是可再生能源領域的關鍵要素，儲存太陽能和風能產生的能源。

全球經濟的擴張影響了石墨電極的需求。在經濟成長和發展時期，鋼鐵生產等工業活動往往會增加，導致對石墨電極的需求增加。

石墨電極的一些特性使其適用於高耐熱性和耐化學腐蝕性。

  • 造成這種情況的主要原因之一是密度。石墨電極的密度較高，為1.6-1.78g/cm3。石墨中碳原子的高導電性有利於電子的自由流動。
  • 石墨具有優良的導熱性。石墨（一種非金屬礦物）的熱傳導是由於晶格原子的熱振動造成的。與其他材料相比，石墨的熱膨脹係數非常低，使其適用於高溫和快速變化的環境。由於其化學性質穩定，因此具有耐腐蝕，在常溫下不與其他物質反應。

除鋼鐵工業外，也用於生產鋁、鋰、鈉、鉀、氫氧化鈉、氯酸鈉、氯酸鉀、鎂等。可用作燃料、焊接等。與鋼鐵生產中使用的碳電極相比，碳排放較低。透過這種方式，石墨電極被用於各種工業應用。

石墨電極市場促進因素：

  • 鋼鐵業需求增加

石墨電極的主要驅動力之一是鋼鐵工業。鋼鐵用於多種領域，從汽車到關鍵基礎設施建設。鋼鐵生產需要電爐（EAF），其中需要石墨電極。石墨電極在鋼鐵業的需求量很大，因為它們要求低能耗和碳排放。

中國是最大的鋼鐵生產國，其次是印度。這兩個亞太地區國家都是最大的鋼鐵消費國和生產國。他們向世界各地出口鋼鐵。鋼材用途廣泛，包括建造高層建築、橋樑、火車、車輛、道路、住宅和其他結構。對鋼鐵的巨大需求可能會產生對其製造過程中所需的石墨電極的需求。與這兩個開發中國家一樣，許多非洲國家也希望利用自己的資源生產鋼鐵，這推動了對石墨電極的需求。

  • 電動車和汽車成長

隨著電動車在全球的普及，對石墨電極的需求將會增加。每輛電動車的電池組中都需要大量的石墨電極作為負極。對電動車的這種需求將導致石墨電極的應用範圍擴大。根據IEA（國際能源總署）預測，2023年電動車電池需求量將達到750GWh，較2022年成長40%。電動車電池的增加增加了對鋰等重要稀土礦物的需求。 2023年鋰需求量為140kt。

研究表明，與氫電池相比，鋰離子電池將成為未來交通的更好選擇，因為儲存、維護和損耗的成本都比後來低得多。電動車的未來高度依賴全球市場上的幾家關鍵公司，例如特斯拉和比亞迪。在歐洲，大型交通對電動車的需求正在顯著成長。

石墨電極市場地理展望

  • 在預測期內，亞太地區將主導石墨電極市場。

中國、日本、印度、韓國等主要經濟體在亞太地區佔據主導地位。一些成長最快的新興經濟體位於該地區，例如東南亞國協。印度和中國是該地區兩個最大的鋼鐵生產國。截至 2024 年 1 月，印度 23 會計年度的成品鋼材消費量為 119.17 噸，24 會計年度為 112 噸。

由於容易獲得低成本勞動力和鐵礦石蘊藏量，該國正在見證經濟成長。該行業正在經歷整合，導致其他行業的投資。電弧爐 (EAF) 和鋼包爐是提煉需要石墨電極的兩個重要製程。鋼包爐用於提供提煉和合金化過程所需的熱量。在電弧爐（EAF）中，石墨電極用於導電並產生高溫電弧來熔化原料。

我國是鋼鐵生產大國，主要企業有東方炭素、榮興炭素、金升新材料科技有限公司、鄭州榮盛耐火材料有限公司、青島騰瑞炭素有限公司等。這些公司主要在該地區生產石墨相關產品，為不同的應用提供不同的石墨產品。

石墨電極市場挑戰：

  • 2023年7月：歐亞經濟委員會理事會延長印度進口石墨電極的反傾銷稅。歐亞經濟聯盟法規結構決定延長現行反傾銷措施，目前HEG Limited的稅率為完稅價格的16.04%，Graphite India Limited及其他製造商的稅率為32.83%。
  • 2023年4月：此外，歐盟委員會對從中國進口的石墨電極徵收反傾銷稅。這是由於一項調查發現，中國生產的石墨電極在歐盟境內以大幅傾銷的價格出售。該措施由歐盟委員會實施，旨在保護歐盟生產商。反傾銷稅定為25.5%至74.9%。

石墨電極市場的主要發展：

  • 2023年10月，TMS International與Nippon Carbon Co., Ltd.合作，成為石墨電極在北美地區的獨家經銷商。本協議自2024年1月1日起生效。日本碳素是碳素產業的領先公司，已成功實現電爐用石墨電極的商業化。

TMS和日本碳素將繼續更好地服務石墨電極市場，開拓綠色低碳解決方案，打造廢鋼綜合利用模式。 TMS 一直致力於透過回收、維持節能運作、針對有益再利用的產品特定處理以及開發創新設計來減少溫室氣體排放來履行環境責任。

  • 2023年8月，Resonac Graphite宣布收購AMI Automation 100%股份。 Resonac 於 2021 年 2 月收購了 AMI 50% 的股份，並有權在五年內收購剩餘 50% 的股份。 Resonac收購了剩餘50%的股份，並於2023年8月15日完成了對AMI的收購。

Resonac是全球領先的高品質石墨電極製造商，在全球擁有六家製造工廠，擁有全球最大的石墨電極產能。透過收購 AMI，Resonac Graphite 將透過創新解決方案提高煉鋼績效，為永續業務營運做出貢獻。

  • 2022工業11月， 高功率已經開發出來。該公司在其工廠生產石墨電極，並透過利用工業過程中的廢熱為脫碳做出貢獻。該系統利用石墨電極燒製步驟期間損失的熱能。

石墨電極市場細分分析如下：

按年級

  • 常規功率 (RP) 電極
  • 高功率 (HP) 電極
  • 超高功率 (UHP) 電極
  • 半超高功率 (SHP) 電極
  • 其他

按最終用戶

  • 電弧爐
  • 鹼性氧氣爐
  • 其他

按地區

  • 北美洲
  • 美國
  • 加拿大
  • 墨西哥
  • 南美洲
  • 巴西
  • 阿根廷
  • 其他
  • 歐洲
  • 英國
  • 德國
  • 法國
  • 義大利
  • 西班牙
  • 其他歐洲國家
  • 中東/非洲
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • 其他中東/非洲
  • 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 台灣
  • 泰國
  • 印尼
  • 其他亞太地區

目錄

第1章 簡介

  • 市場概況
  • 市場定義
  • 調查範圍
  • 市場區隔
  • 貨幣
  • 先決條件
  • 基準年和預測年時間表
  • 相關人員的主要利益

第2章調查方法

  • 研究設計
  • 調查過程

第3章執行摘要

  • 主要發現
  • 分析師觀點

第4章市場動態

  • 市場促進因素
    • 鋼鐵業需求增加
    • 電動車和汽車成長
  • 市場限制因素
    • 監管挑戰
    • 碳排放相關因素
  • 波特五力分析
  • 產業價值鏈分析

第5章石墨電極市場：依等級

  • 介紹
  • 常規功率 (RP) 電極
  • 高功率(HP) 電極
  • 超高高功率(UHP) 電極
  • 半超高功率 (SHP) 電極
  • 其他

第6章石墨電極市場：依最終用戶分類

  • 介紹
  • 電弧爐
  • 氧氣爐
  • 其他

第7章石墨電極市場：按地區

  • 世界概況
  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 南美洲
    • 巴西
    • 阿根廷
    • 南美洲其他地區
  • 歐洲
    • 英國
    • 德國
    • 法國
    • 義大利
    • 西班牙
    • 其他歐洲國家
  • 中東/非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 其他中東/非洲
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 台灣
    • 泰國
    • 印尼
    • 其他亞太地區

第8章競爭環境及分析

  • 主要企業及策略分析
  • 市場佔有率分析
  • 合併、收購、協議和合作
  • 競爭對手儀表板

第9章 公司簡介

  • El 6（formerly EPM Group）
  • UKRGRAFIT
  • Tokai Carbon Co., Ltd.
  • Orient Carbon Industry Co., Ltd.
  • RongXing carbon
  • Qingdao Tennry Carbon Co., Ltd
  • Resonac Graphite Americas, Inc.
  • Zhengzhou RongSheng Refractory Co. Ltd.
  • Graphite India Limited
  • HEG Limited.
  • Hebei Gufan Carbon Co. Ltd.
  • Endesa Energia, Endesa SA
簡介目錄
Product Code: KSI061617008

The graphite electrode market is expected to register a compound annual growth rate (CAGR) of 3.35% during the projected period (2024-2029).

The main factor driving the graphite electrode market is the increasing demand from various industrial applications, particularly in steelmaking. Technological advancements in steel manufacturing require increased demand for graphite electrodes, and modern electric arc furnaces require high-quality graphite electrodes for stable reactions. This has led to a growing demand for high-grade graphite electrodes.

The development of the renewable energy sector further expanded the graphite electrode market. The evolution of energy storage systems powered by lithium-ion batteries underscores another growth for graphite electrodes. These storage systems are critical factors in the renewable energy sector, storing the energy produced through solar or wind power.

The global economy's expansion influenced the demand for graphite electrodes. During economic growth and development, industrial activities, such as steel production, tend to increase, leading to higher demand for graphite electrodes.

Several properties of graphite electrodes make them suitable for high resistance to heat and chemical corrosion.

  • One of the primary reasons for this is density. The density of graphite electrodes is higher, between 1.6-1.78g/cm3. High conductivity for the carbon atoms in graphite is conducive to the free flow of electrons. Further, graphite has high mechanical strength, making it suitable for the bending moment.
  • The thermal conductivity of graphite is excellent. As a non-metallic mineral, its heat conduction method is the thermal vibration of lattice atoms to transfer heat. The thermal expansion coefficient of graphite is much lower than other materials and is suitable for environments with high temperatures and changes. Being chemically stable in the property, it is corrosion resistant and does not react with other substances at room temperature.

Apart from the production of the steel industry, it is used in the manufacturing of aluminum, lithium, sodium, potassium, sodium hydroxide, sodium chlorate, potassium chlorate, and magnesium, among others. It can be used as fuel, in welding, etc. They have lower carbon emissions as compared to the carbon electrodes during steel production. This multiple application of graphite electrodes makes it valuable for different industrial applications.

GRAPHITE ELECTRODE MARKET DRIVERS:

  • Increasing demand from the iron and steel industry-

One of the primary drivers for the graphite electrodes is the steel industry. Steel is applicable in multiple places from automobiles to building significant infrastructures. The manufacturing of steel needed an electric arc furnace (EAF), where the graphite electrode is needed. The demand for graphite electrodes is significant in the steel industry as they are required for low energy consumption and carbon emissions.

China is the largest producer of steel followed by India. These two nations, based in the Asia Pacific are the largest consumer as well as the largest producer of steel. They export steel to the world. The application of steel has multiple applications such as the building of skyscrapers, bridges, trains, vehicles, roads, houses, etc. This huge demand for steel would generate the demand for graphite electrodes for its manufacturing processes. Along with these two developing nations, many African nations are also growing in demand for graphite electrodes as they want to utilize their in-house resources to make steel.

  • Growth of Electric vehicles and automobiles-

The growth of the electrical vehicle across the world would generate the demand for graphite electrodes. Each electric vehicle needed significant graphite electrodes in the battery packs as the anode. This demand for electric vehicles would generate the application growth of the graphite electrodes. According to the IEA (International Energy Agency), the demand for EV batteries will be 750 GWh in 2023, which is 40% up from 2022. This rising number of EV batteries has contributed to the increasing demand for critical rare earth minerals like lithium. The demand for lithium was 140 kt in 2023.

As per the research, lithium-ion batteries would be a better option for future transportation compared to hydrogen cells as the cost of storage, maintenance, and losses are much less than later. The future of electric vehicles significantly depends upon the few significant players in the global market such as Tesla and BYD. In the European region, the need for electric vehicles for heavy transport is showing significant growth.

GRAPHITE ELECTRODE MARKET GEOGRAPHICAL OUTLOOK

  • Asia-Pacific region to dominate the graphite electrode market during the forecast period.

The major economies like China, Japan, India, and South Korea dominate the Asia-Pacific region. Some of the fastest-growing emerging economies are from this region such as ASEAN countries. India and China are the two largest producers of steel in the region. India's finished steel consumption was at 119.17 MT in FY23 and 112 MT in FY24 until January 2024.

The country is witnessing growth due to the easy availability of low-cost manpower and the presence of iron ore reserves. The industry is witnessing consolidation of players, which has led to investment from other sectors. Electric Arc Furnaces (EAF) and Ladle Furnaces are two important processes where graphite electrodes are needed for the refining of steel. It is used in ladle furnaces to provide the necessary heat for refining and alloying processes. In Electric Arc Furnaces (EAF), graphite electrodes are used to conduct electricity and generate high-temperature arcs for the melting of the raw materials.

China is bound to be the leading player in the market, as being the leading steel producer, the country has several key players such as Orient Carbon Industry Co., Ltd., RongXing Carbon, JINSUN New Material Technology LTD., Zhengzhou RongSheng Refractory Co. Ltd., Qingdao Tennry Carbon Co., Ltd, etc. These companies predominantly operate in the region for graphite-related products, offering different graphite products for different applications.

Graphite Electrode Market Challenges:

  • July 2023- Regulatory impositions such as on July 2023, Eurasian Economic Commission's Board extended the anti-dumping duty on graphite electrodes imported from India. EAEU regulatory framework decided to extend the current anti-dumping measure, the current rate is 16.04% of the customs value for HEG Limited and 32.83% for Graphite India Limited and other manufacturers. These impediments cause challenges in the full growth of the market.
  • April 2023- Further, in April 2022, the European Commission imposed anti-dumping duties on imports of graphite electrodes from China. It is followed by the investigation that Chinese graphite electrodes were sold in the EU at significantly dumped prices. This measure was undertaken by the European Commission to protect EU producers. The anti-dumping duties are set at between 25.5% and 74.9%.

Graphite Electrode Market Key Developments:

  • In October 2023, TMS International partnered with Nippon Carbon Co. Ltd, to become the exclusive distributor in the North American region for graphite electrodes. The agreement would come into effect from January 1, 2024. Nippon Carbon is a leading player in the carbon industry and is successful in industrializing graphite electrodes for electric arc furnaces.

TMS and Nippon Carbon would work to provide better services to the graphite electrode market and to develop green and low-carbon solutions to create a model of comprehensive utilization of scrap steel. TMS has been working towards environmental responsibility through recycling, maintaining energy-efficient operations, processing by-products for beneficial reuse, and developing innovative designs to reduce greenhouse emissions.

  • In August 2023, Resonac Graphite announced the acquisition of 100% shares in AMI Automation. Resonac previously acquired 50% ownership in AMI in February 2021, with an option to acquire the remaining 50% shares within five years. Resonac acquired the remaining 50% to complete the acquisition of AMI on August 15th, 2023.

Resonac is the leading global manufacturer of high-quality graphite electrodes, with the world's largest graphite electrode production capacity in six manufacturing facilities around the world. The acquisition of AMI will assist Resonac Graphite in contributing to sustainable operations through innovative solutions for better steel-making performance.

  • In November 2022, Endesa X developed a heat recovery system for the Japanese multinational Showa Denko, the world's largest supplier of high-power graphite electrodes, for its production plant in Spain, located in the A Grela industrial estate in A Coruna. The use of waste heat in the industrial process will enable the company, which produces graphite electrodes in its factory to contribute to achieving decarbonization. This system uses the thermal energy lost in the baking stage for graphite electrodes.

The graphite electrode market is segmented and analyzed as follows:

By Grade

  • Regular Power (RP) Electrodes
  • High Power (HP) Electrodes
  • Ultra-High Power (UHP) Electrodes
  • Semi-Ultra High Power (SHP) Electrodes
  • Others

By End-User

  • Electric Arc Furnace
  • Basic Oxygen Furnace
  • Others

By Geography

  • North America
  • USA
  • Canada
  • Mexico
  • South America
  • Brazil
  • Argentina
  • Others
  • Europe
  • United Kingdom
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Europe
  • Middle East and Africa
  • Saudi Arabia
  • Saudi Arabia
  • United Arab Emirates
  • Rest of Middle East and Africa
  • Asia-Pacific
  • China
  • India
  • Japan
  • South Korea
  • Taiwan
  • Thailand
  • Indonesia
  • Rest of Asia-Pacific

TABLE OF CONTENTS

1. INTRODUCTION

  • 1.1. Market Overview
  • 1.2. Market Definition
  • 1.3. Scope of the Study
  • 1.4. Market Segmentation
  • 1.5. Currency
  • 1.6. Assumptions
  • 1.7. Base and Forecast Years Timeline
  • 1.8. Key benefits for the stakeholders

2. RESEARCH METHODOLOGY

  • 2.1. Research Design
  • 2.2. Research Process

3. EXECUTIVE SUMMARY

  • 3.1. Key Findings
  • 3.2. Analyst View

4. MARKET DYNAMICS

  • 4.1. Market Drivers
    • 4.1.1. Increasing demand from the iron and steel industry
    • 4.1.2. Growth of Electric vehicles and automobiles
  • 4.2. Market Restraints
    • 4.2.1. Regulatory challenges
    • 4.2.2. Carbon emission-related factors
  • 4.3. Porter's Five Forces Analysis
    • 4.3.1. Bargaining Power of Suppliers
    • 4.3.2. Bargaining Power of Buyers
    • 4.3.3. The Threat of New Entrants
    • 4.3.4. Threat of Substitutes
    • 4.3.5. Competitive Rivalry in the Industry
  • 4.4. Industry Value Chain Analysis

5. GRAPHITE ELECTRODE MARKET BY GRADE

  • 5.1. Introduction
  • 5.2. Regular Power (RP) Electrodes
  • 5.3. High Power (HP) Electrodes
  • 5.4. Ultra-High Power (UHP) Electrodes
  • 5.5. Semi-Ultra High Power (SHP) Electrodes
  • 5.6. Other Components

6. GRAPHITE ELECTRODE MARKET BY END-USERS

  • 6.1. Introduction
  • 6.2. Electric Arc Furnace
  • 6.3. Basic Oxygen Furnace
  • 6.4. Other Industrial Processes

7. GRAPHITE ELECTRODE MARKET BY GEOGRAPHY

  • 7.1. Global Overview
  • 7.2. North America
    • 7.2.1. United States
    • 7.2.2. Canada
    • 7.2.3. Mexico
  • 7.3. South America
    • 7.3.1. Brazil
    • 7.3.2. Argentina
    • 7.3.3. Rest of South America
  • 7.4. Europe
    • 7.4.1. United Kingdom
    • 7.4.2. Germany
    • 7.4.3. France
    • 7.4.4. Italy
    • 7.4.5. Spain
    • 7.4.6. Rest of Europe
  • 7.5. Middle East and Africa
    • 7.5.1. Saudi Arabia
    • 7.5.2. United Arab Emirates
    • 7.5.3. Rest of Middle East and Africa
  • 7.6. Asia-Pacific
    • 7.6.1. China
    • 7.6.2. India
    • 7.6.3. Japan
    • 7.6.4. South Korea
    • 7.6.5. Taiwan
    • 7.6.6. Thailand
    • 7.6.7. Indonesia
    • 7.6.8. Rest of Asia-Pacific

8. COMPETITIVE ENVIRONMENT AND ANALYSIS

  • 8.1. Major Players and Strategy Analysis
  • 8.2. Market Share Analysis
  • 8.3. Mergers, Acquisitions, Agreements, and Collaborations
  • 8.4. Competitive Dashboard

9. COMPANY PROFILES

  • 9.1. El 6 (formerly EPM Group)
  • 9.2. UKRGRAFIT
  • 9.3. Tokai Carbon Co., Ltd.
  • 9.4. Orient Carbon Industry Co., Ltd.
  • 9.5. RongXing carbon
  • 9.6. Qingdao Tennry Carbon Co., Ltd
  • 9.7. Resonac Graphite Americas, Inc.
  • 9.8. Zhengzhou RongSheng Refractory Co. Ltd.
  • 9.9. Graphite India Limited
  • 9.10. HEG Limited.
  • 9.11. Hebei Gufan Carbon Co. Ltd.
  • 9.12. Endesa Energia, Endesa S.A.