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1532960

特種石墨市場－2024年至2029年預測

Special Graphite Market - Forecasts from 2024 to 2029

出版日期: 2024年07月02日 | 出版商:

Knowledge Sourcing Intelligence | 英文 142 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

預計在預測期內（2024-2029 年）特種石墨市場將以 9.24% 的複合年成長率成長。

推動特種石墨市場的主要因素是汽車、電子、消費品和太陽能等產業需求的持續成長。石墨在可再生能源領域的工業用途正在擴大。在可再生能源領域，需要電池來儲存太陽能和風能等清潔能源。石墨市場成長最快的領域是太陽能和風力發電產業以及電池應用的組件。氫燃料電池近年來在綠色能源領域備受關注，石墨作為其關鍵部件之一。石墨市場為氫燃料電池提供必要的組件。

高純度石墨電極用於沉積高純度多晶矽。高純度石墨箔和石墨片用於隔熱、隔熱材料、軟性脫模層和密封劑。
新的發展進一步擴大了市場範圍，2023 年 6 月，LG Energy Solutions 和 NOVONIX 同意斥資 3,000 萬美元。這是一項聯合研發協議（「JDA」），從量產開始起的 10 年內從 NOVONIX 在美國的工廠採購 50,000 噸負極材料。 NOVONIX 將為北美的合成石墨提供永續的供應鏈選擇。同樣，根據其知名度策略，Graphite One 將在 2024 年 4 月讓 Digitonic 參與其投資者關係和行銷宣傳活動。

特種石墨市場促進因素：

電動車需求不斷擴大

近年來，電動車的需求迅速成長。由於設計的改進、有利的政策變化、改革以及對碳排放的日益關注，未來幾年對電動車電池的需求可能會增加。 2021年全球純電動車銷量將為470萬輛，2022年將增加至730萬輛，2023年將增加至950萬輛。純電動車領域的廂型車銷量到2022年將達到17萬輛，2022年將達到31萬輛，2023年將達46萬輛。顯著的積極需求符合政府雄心勃勃的碳排放目標。

擴大電子設備市場

隨著通訊和資料儲存的數位化，對電子設備的需求不斷增加。隨著生活的不同領域需要更多的設備，對設備電池中使用的石墨的需求不斷增加。全球範圍內，全球 78% 的人口擁有行動電話，其中美洲為 88%，亞太地區為 75%，歐洲為 93%。這些數字證明了行動裝置在人們生活中的重要性。

此外，大量公司在業務中使用資訊和通訊技術存取工具。在 OECD 國家，77.52% 的公司正在使用這些工具，同樣在歐盟（27 個國家），78.10% 的公司將從 2023 年起使用這些工具。這些數字證明了電子設備在個人生活和商業中的重要性。

可再生能源需求增加

根據國際能源總署（IEA）的數據，未來幾年可再生能源發電容量成長將會增加，其中太陽能和風電佔創紀錄的96%。資料顯示，預計2023年太陽能發電量將達到374.9GW，2028年將達到539.6GW。同樣，預計2023年風力發電量將達到107.8GW，2028年將達到167.3GW。

這些發展將需要儲能電池，而該領域對特種石墨的需求預計將會增加。未來幾年，為了向能源市場供應零件和儲存可再生能源，對特種石墨的需求可能會增加。

在預測期內，北美地區將主導特種石墨市場。

北美地區以購買力平價計算的GDP佔全球的18.76%，人口為5.1343億。這一對全球經濟的重大貢獻來自於美國和加拿大等新興經濟體。美國和加拿大等已開發經濟體對電子產品和可再生能源細分市場有需求。在可再生能源領域，會消耗蓄電池，特別是用於太陽能和風力發電的蓄電池。美國正在製定持續的太陽能發電擴張計劃，預計2022年產能達到20.1吉瓦，2023年增至27.2吉瓦，2024年增至31吉瓦。該國在其《通貨膨脹削減法案》（IRA）中納入了對太陽能的新資助。

在加拿大，純電動車銷量從 2022 年的 91,000 輛增加到 2023 年的 13 萬輛。同樣，美國的電動車需求也從2022年的80萬輛增加到2023年的110萬輛。電動車的需求伴隨著對用於電池的石墨的需求。

2024年3月，Graphite One, Inc.宣布其完全子公司Graphite One (Alaska), Inc.已選擇俄亥俄州Voltage Valley作為其石墨陽極製造工廠的廠址。我們也簽署了一份為期50年的土地租賃協議。 G1 AK的俄亥俄工廠計劃生產人造石墨負極活性材料。

限制特種石墨市場的因素：

中國對石墨等關鍵礦產的過度依賴可能會導致供應衝擊的脆弱性。這種過度依賴使經濟穩定面臨風險，也引發了對環境永續性的擔憂。需要管理行業的成本競爭力和規模，以實現多元化和易於供應。

特種石墨市場主要動態：

2024年2月，Imerys對鋰離子電池市場進行策略性投資。按照計劃，一條新的炭黑生產線將於 2023 年在維勒布魯克（比利時）向美孚能源公司委託。施工正在進行中。
2024 年 2 月 Solidion Technology 在利用生質能經濟高效且永續地大規模生產綠色石墨陽極材料方面擁有多年經驗。該公司的研發使其在快速變化的電動車電池材料市場中佔有一席之地。 Solidion 計劃在 2026 年之前在美國擁有一座年產 10,000 噸 (MTA) 的石墨生產設施。

Solidion計劃在2030年將年產量擴大到18萬噸，以滿足不斷成長的需求。該工廠的原料主要來自生質能。這項發展是為了滿足電動車 (EV) 和能源儲存系統(ESS) 電池容量快速成長的需求。

2024 年 1 月，Romeco Metals, Inc. 宣布與 Polaris Battery Lab LLC 合作完成了 La Loutre 石墨材料的半電池紐扣電池測試。 Polaris以懸浮精礦樣品製備了La Loutre的塗層球形精製石墨（cSPG）材料，以確定基礎材料的電化學性能指標。 cSPG的總質量為160g。
2023年7月，領先的先進材料公司美爾森在美國哥倫比亞工廠開設了一家石墨製造廠。工廠面積24萬平方公尺，現有員工80人，計畫擴大人員及產能。可形成年產4000噸擠壓石墨、2000噸等向性石墨的生產能力。
2023 年 6 月，NextSource Materials 宣佈在馬達加斯加的 Moro 礦場生產 SuperFlake® 石墨精礦。隨著電動車需求的增加，鋰離子電池的需求也隨之成長，該公司已成為高品質石墨和陽極材料的永續生產商。

該公司已開始生產+48 目（大尺寸）SuperFlake(R) 石墨。我們計劃建造多個用於電動車鋰離子電池的電池陽極設施（BAF）。第一個 BAF 將在毛里求斯設立（「毛里求斯 BAF」），並計劃在歐盟、英國、北美等地設立 BAF。

特種石墨市場細分與分析如下：

按類型

等向性石墨
模壓石墨
擠壓石墨
振動石墨

按最終用戶產業

太陽能發電產業
電子/電氣設備
電動汽車產業
其他

按地區

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
南美洲其他地區
中東/非洲
沙烏地阿拉伯
UAE
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

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

Xuran New Materials Limited
Toyo Tanso Co.,Ltd.
SGL Carbon
Northern Graphite
EcoGraf
Mersen.
Orient Carbon Industry Co., Ltd.
CTPS Srl
Fangda Carbon New Material Technology Co.,
NextSource Materials Inc.
Imerys
Lomiko Metals Inc.
Solidion Technology, Inc.

簡介目錄

Product Code: KSI061616972

The special graphite market is expected to grow at a CAGR of 9.24% during the forecast period (2024-2029).

The main factor driving the special graphite market is the increasing demand from industries such as automotive, electronics, consumer goods, photovoltaic, etc. Industrial uses of graphite in the field of renewable energy are expanding. Batteries are needed in the renewable sector for storing clean energy from solar and wind power. The fast-growing sector of the graphite market is providing components for solar and wind industries and battery usage. The latest exploration of the green energy sector is hydrogen fuel cells, which need graphite for some of their critical components. The graphite market is supplying necessary hydrogen fuel cell components.

The pure graphite electrodes are used to deposition highly pure polysilicon. High-purity graphite foil and sheets are used for heat shields, insulation materials, flexible release layers, and sealing materials.
New developments are further expanding the market scope, like leading companies in June 2023, LG Energy Solution, and NOVONIX agreeing to US$30 Million. It is for the Joint Research and Development Agreement ("JDA") regarding the purchase of 50,000 tons of the anode material from NOVONIX's United States-based facility over 10 years from the start of mass production. NOVONIX would provide a sustainable supply chain option for artificial graphite in North America. Similarly, in April 2024, Graphite One engages Digitonic for investor relations and marketing campaigns according to the strategy to raise its profile.

SPECIAL GRAPHITE MARKET DRIVERS:

Growing demand for Electric Vehicles-

The demand for electric vehicles has been soaring for the last few years. With design improvement, favorable policy changes, reforms, and growing concern for carbon dioxide emissions, the need for batteries for electric vehicles will increase in the upcoming years. The sales for battery electric vehicle cars worldwide in 2021 were 4,700,000, which expanded to 7,300,000 in 2022 and 9,500,000 in 2023. These numbers for the battery electric vehicles segment vans were 170,000 in 2022, 310,000 in 2022, and 460,000 in 2023. The substantial positive demand aligns with the ambitious government goals for carbon emission targets.

Expanding electronic devices market-

The demand for electronic devices is rising with the digitalization of communication and data storage. The need for more devices in various segments of life has created the demand for graphite as it is used in the batteries of the devices. Globally, 78% of the world's population owns a mobile phone, 88% in the region of the Americas, 75% in the Asia-Pacific, and 93% in Europe. These figures show the importance of mobile devices in people's lives.

Additionally, a significant number of businesses use Information and Communication Technology access tools in their work. 77.52% of businesses in OECD countries had access to these tools, and similarly, 78.10% in the European Union (27 countries) had these tools since 2023. These numbers give importance to electronic devices in individual and business lives.

Increasing renewable energy demand.

According to the International Energy Agency, the renewable power capacity additions will expand in coming years with solar PV and wind accounting for a record 96%. According to the data, solar PV was 374.9 GW in 2023 and is projected to reach 539.6 GW in 2028. Similarly, the wind power to be 107.8 GW in 2023 and is projected to reach 167.3 GW in 2028.

These developments would require batteries for storage, which would increase the sector's need for special graphite. The demand for special graphite will increase in the coming years to provide components for the energy markets and to store renewable energy.

The North American region to dominate the special graphite market during the forecast period.

The North American region contributes to 18.76% of GDP based on PPP, the share of the world, with a population of 513.43 million. This massive contribution to the global economy is due to the developed economies of the United States and Canada. The United States and Canada's developed economies demand electronic goods and the renewable energy market segment. The renewable energy sector has a consumption for battery storage capacity especially for solar and wind. The United States is in the continuous expansion plan for Solar PV, the country has 20.1 GW capacity in 2022, which increased to 27.2 GW in 2023 and is expected to be 31 GW in 2024. The country has included new funding for solar PV in the Inflation Reduction Act (IRA).

Canada showed an increase in the sales of battery electric vehicles from 91,000 in 2022 to 130,000 in 2023. Similarly, the USA showed an increase in demand from 800,000 battery electric vehicles in 2022 to 1,100,000 in 2023. The demand for these electric vehicles comes with the demand for demand for graphite that is used in the electric batteries.

Further, the leading players are establishing manufacturing plants in the region for the growing demand, in March 2024, Graphite One Inc. announced that its wholly owned subsidiary, Graphite One (Alaska), Inc., selected Ohio's "Voltage Valley" as the site of the Company's graphite anode manufacturing plant. It entered into a land lease agreement for a 50-year term. It is expected that G1 AK's Ohio facility would manufacture synthetic graphite anode active materials.

Special graphite market restraints:

The over-dependence of critical minerals like graphite in China could lead to vulnerability to supply shocks. This level of over-dependence puts economic stability at risk and concerns for environmental sustainability. The cost competitiveness and scale of the industry needed to be managed in a manner for diversification and easy availability.

Special graphite market Key Developments:

In February 2024, Imerys strategically invests in the lithium-ion battery market. As per their plan, a new production line of carbon black was commissioned for Mobile Energy at Willebroek (Belgium) in 2023. The construction of one was underway. In q4 2023, a capacity expansion for synthetic graphite production in Bodio (Switzerland) was underway.
In February 2024, Solidion Technology, Inc. has years of experience in sustainable mass-manufacturing green graphite anode materials from biomass cost-effectively. Their R&D gives them a position in the EV battery materials market, which is rapidly changing. Solidion planned to have a graphite production facility in the United States with 10,000 metric tons per annum (MTA) capacity by 2026.

They envisioned expanding it to ~180,000 MTA by 2030 to the growing demand. This facility would primarily source raw materials from biomass. This development is in response to the burgeoning demand for electric vehicle (EV) and energy storage systems (ESS) battery capacities.

In January 2024, Lomiko Metals Inc. announced it completed half-cell coin battery testing of its La Loutre graphite material with Polaris Battery Labs, LLC. Polaris prepared La Loutre's coated spherical purified graphite (cSPG) material by the flotation concentrate samples to determine the basic material electrochemical performance metrics. The total mass of the cSPG is 160g.
In July 2023, Mersen, a leading company in advanced materials inaugurated a graphite manufacturing plant in Columbia Site in the United States. It is of the size of 240,000 Square Meters, currently employs 80 people, and is set to expand in people and capacity. It could have a capacity of 4,000 tons of extruded graphite and 2,000 tons of isostatic graphite per year. The company planned to expand to 16,000 tons of graphite manufacturing capacities by the end of 2024.
In June 2023, NextSource Materials Inc. announced the production of SuperFlake(R) graphite concentrate at its Molo mine in Madagascar. The company has become a sustainable producer of high-quality graphite and anode material as the demand for lithium-ion batteries grows due to the increasing demand for EVs.

The company initiated the production of +48 mesh (jumbo size) SuperFlake(R) graphite. It planned to make multiple Battery Anode Facilities (BAFs) for use in lithium-ion batteries for EV applications. The first BAF will be in Mauritius (the "Mauritius BAF"), and there are plans to establish BAFs in the European Union, the United Kingdom, North America, and other countries.

The Special graphite market is segmented and analyzed as follows:

By Type

Isostatic Graphite
Molded Graphite
Extruded Graphite
Vibrated Graphite

By End-Users Industry

Photovoltaic Industry
Electronic And Electrical Devices
Electric Vehicle Industry
Others

By Geography

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

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. Growing demand for Electric Vehicles.
- 4.1.2. Expanding electronic devices market.
- 4.1.3. Increasing renewable energy demand.
4.2. Market Restraints
- 4.2.1. Geopolitical supply chain challenges regarding graphite
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. SPECIAL GRAPHITE MARKET BY TYPES

5.1. Introduction
5.2. Isostatic Graphite
5.3. Molded Graphite
5.4. Extruded Graphite
5.5. Vibrated Graphite

6. SPECIAL GRAPHITE MARKET BY END-USER INDUSTRY

6.1. Introduction
6.2. Photovoltaic Industry
6.3. Electronic And Electrical Devices
6.4. Electric Vehicle Industry
6.5. Others

7. SPECIAL GRAPHITE 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