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1532963

合成石墨市場－2024年至2029年預測

Synthetic 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 143 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

全球合成石墨市場預計在預測期內（2024-2029年）複合年成長率為6.86%。

非晶質碳材料可以透過高溫處理轉化為人造石墨。鍛燒石油焦和煤焦油瀝青是合成石墨最常用的兩種材料。 GAB Neumann使用來自歐洲和美國的石墨（美國、歐洲和日本的供應商）。該公司的方法採用均質細粒石墨，具有緻密的晶粒結構和理想的晶粒和孔徑分佈，消除了裂紋、大孔隙和雜質等結構異常。

合成石墨用於鑄造廠、電解碳、燃料電池雙極板、塗料、電解製程、腐蝕產品、導電填料、橡膠和塑膠複合材料以及鑽孔。主要應用之一是鋰離子電池。

此外，市場促進因素和機會正在加速市場成長：

電動車的快速普及正在推動對鋰離子電池的需求，而人造石墨被用作電池負極的關鍵成分。例如，位於美國查塔努加的 NOVONIX Anode Materials 設計和製造用於電動車、攜帶式電子產品、醫療設備、可攜式儲存設備等鋰離子電池的合成石墨負極。隨著全球電動車製造量的增加，這一趨勢為合成石墨產業帶來了顯著成長。
合成石墨具有良好的導熱性和導電性，廣泛應用於航太、鋼鐵製造、汽車等領域。在航太領域，它被用作多種工具，例如飛機煞車和飛機隔熱。除此之外，由於利用率的提高，一些公司正在擴大合成石墨的生產。以POSCO化學為例，該公司於2023年12月建成了第一家年產8,000噸的合成石墨負極材料工廠，並成功在韓國實現國產化。
此外，CS 的目標是以一種新穎的方式生產石墨，以使電池行業脫碳並使供應鏈本地化。該公司聲稱，它可以用七噸乾木片生產一噸人造石墨，其成本與用石化燃料生產人造石墨相當。這是因為用木片製造石墨所需的溫度較低，並且該過程需要數小時而不是數週。合成石墨開發的創新是主要的市場成長機會之一。此外，人造石墨的溫度控管特性使其可用於現代電子設備，隨著這些產業的發展和壯大，其需求也隨之增加。合成石墨產業可以利用這些前景來推動發展和創新。

全球合成石墨市場促進因素：

等向性石墨越來越受歡迎。

等向性石墨是一種超細石墨，當普通細石墨不具有足夠的機械性能時使用。等向性石墨是採用等向性成型方法製成的石墨。這意味著使用等靜壓(CIP) 將原料壓縮成矩形或圓形棒。

等向性石墨是一種不同於其他人造石墨的獨特石墨材料，由於整個結構是等向性的，因此具有優異的物理性能。等向性石墨具有等靜壓獲得的均勻結構、密度高、機械強度優良，用途廣泛。等向性石墨正迅速應用於航太、汽車和半導體產業等許多領域。這是因為該材料具有各向同性的特性，即使在惡劣的條件下也能和諧地運作。這使得該材料非常適合在需要精度和品質的情況下使用，並且在高溫和腐蝕性場所具有高且一致的耐用性。等向性石墨由美爾森在賓州聖瑪麗和中國重慶的製造工廠生產，具有完全可追溯性和最高品質。這些產品包括 Graphol，一種塗有酚醛樹脂 (XBS)、PTFE (XTH) 和碳 (XC) 的特殊材料。

擴大人造石墨在冶金領域的應用

人造石墨在冶金中的用途正在擴大，特別是在需要高溫加工和嚴格控制碳含量的領域。考慮到人造石墨的熱穩定性、導電性和純度，人造石墨在鋼鐵、鑄造和金屬鑄造等冶金工業中具有應用。該材料具有高抗熱震性、低污染性、耐高溫等特點，用於坩堝、模具、電極等。 SAIL、RINL、TSL Group、AM/NS、JSWL、JSPL生產粗鋼76.681噸，佔總產量的61%，與前一年同期比較增加4.9%。剩餘的 48.039 噸來自其他生產商。私人企業生產粗鋼102.618噸，佔總產量的82%，與前一年同期比較增加7.7%。

合成石墨預計將在需要先進材料來提高性能並提供更高品質產品的冶金製程中發揮更大的作用。因此，人造石墨有望促進冶金產業的創新和成長。

電動車的普及或將促進市場擴張

消費者對電動車的偏好不斷增加，導致汽車中鋰離子電池的使用量增加，導致負極材料生產中合成石墨的使用量增加。自2018年以來，全球石墨電池最終用途市場擴大了250%。到2023年，美國將有4家鋰離子電池生產廠，還有21家正在興建中。

除此之外，NETL 及其合作者正在開發石墨的生產，石墨是一種具有特殊性能的材料，使其成為大規模生產電池電動車 (BEV)、能源儲存系統和其他綠色技術的重要組成部分，並不斷廢棄物。

2022年1月31日，NOVONIX簽署協議，成為KORE石墨負極材料的獨家供應商，作為改善北美鋰離子電池供應鏈策略關係的一部分。 2022年11月30日，KORE宣布已從西門子金融服務公司和其他策略投資者籌集了7,500萬美元的策略性融資，用於支持亞利桑那州鳳凰城KOREPlex設施的建設。

亞太地區在預測期內主導合成石墨市場

2022年，全球石墨消費量380萬噸，2021年為360萬噸。合成石墨約佔石墨消費量的56%，主要集中在亞洲。雖然北美僅消費量了全球天然石墨的 1% 和全球合成石墨的 8.9%，但亞太地區在同年消耗了全球近 78% 的合成石墨。

由於工業化程度的提高，亞太地區對合成石墨的需求也在增加，特別是在中國和印度，鋼鐵、汽車和電子產業。內閣已批准印度特種鋼生產 PLI 計劃，投資額為 632.2 億印度盧比。 PLI將於2024-25會計年度發布，但該計劃計劃於2023-24會計年度開始。特鋼生產連結獎勵計畫計畫選定的 67 份申請中，有 30 份簽署了合作備忘錄。該計畫固定資本為2,953億盧比，專門用於增加下游產能2,500萬噸，創造70萬個就業機會。到2030-31年規劃期，印度計畫將粗鋼產能提高到300噸/年，粗鋼需求/產量提高到255噸/年。該地區對電動車 (EV) 和可再生能源技術中使用的鋰離子電池的需求也不斷增加。合成石墨產品品質的提高，加上製造流程的改進和先進技術，正在推動市場成長。

政府支持清潔能源和永續性的措施鼓勵使用電動車和可再生能源，增加了對合成石墨的需求。這些因素結合在一起，使亞太地區在全球合成石墨市場中佔有重要地位，推動成長和創新。

全球合成石墨市場的主要發展：

2024年2月，Panasonic集團旗下Panasonic能源公司宣布與電池材料和技術領先公司NOVONIX Limited簽訂了具有約束力的承購協議。
2023 年 12 月，Graphite One 宣布已向全球美國終端客戶交付合成石墨陽極材料樣品進行分析。
2022 年 3 月，美國電池用高性能合成石墨開發商 ACP Technologies LLC 宣布與整合式能源儲存系統先驅兼國防部 (DoD) 承包商 Navitas Systems 簽訂合約。根據協議，石墨負極材料將由美國ACPT供應。

全球合成石墨市場細分分析如下：

按類型

細石墨
等向性石墨
擠壓石墨
其他

按用途

冶金
零件/組件
電池
核能
其他用途

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
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

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

Graphite India Limited
Anovion
Imerys
AMG Graphite
SGL Carbon
Resonac
Nippon Carbon Co., Ltd.
Grupo Unimetal
RMC Remacon GmbH
Himadri Specialty Chemical Ltd.

簡介目錄

Product Code: KSI061616973

The global synthetic graphite market is expected to grow at a CAGR of 6.86% during the forecast period (2024-2029).

Amorphous carbon materials can be transformed into synthetic graphite via treatment at high temperatures. Calcined petroleum coke and coal tar pitch are two of the most utilized materials for synthetic graphite. GAB Neumann utilizes graphite from Western sources (suppliers in the United States, Europe, and Japan). The company's approach employs a homogeneous, fine-grain graphite with a compact grain structure and an ideal grain and pore size distribution, freeing structural abnormalities like fractures, big pores, and impurities.

Synthetic graphite is used in foundries, electrical carbons, fuel cell bipolar plates, coatings, electrolytic processes, corrosion products, conductive fillers, rubber and plastic composites, and drilling. One key use is in lithium-ion batteries.

Further, the mentioned drivers and opportunities are upsurging the market growth:

The spike in electric vehicle adoption drives demand for lithium-ion batteries, which use synthetic graphite as a significant component in battery anodes. For instance, NOVONIX Anode Materials, located in Chattanooga, Tennessee, USA, designs and manufactures synthetic graphite anodes for lithium-ion batteries employed in electric cars, hand-held electronics, medical instruments, portable storage devices, etc. As worldwide EV manufacturing increases, this trend generates significant growth in the synthetic graphite industry. Synthetic graphite's exceptional performance qualities, such as high purity and conductivity, make it crucial for satisfying the severe demands of EV battery technology.
Synthetic graphite possesses desirable thermal-electrical conduction and is applied in many sectors like aerospace, steel-making, automotive, and many more. It is used as various tools in aerospace, for example, brakes on aircraft and aircraft heat shields. In addition to this, multiple companies are expanding the production of synthetic graphite owing to the increased utilization. One such example is POSCO Chemical which built the first synthetic graphite anode material factory with an annual production capability of 8,000 tons in December 2023, and they have successfully localized this in Korea.
Moreover, CS's objective is to generate graphite in a novel method that will decarbonize the battery sector and localize supply chains. The company claims it can manufacture one metric tonne of synthetic graphite from seven tonnes of dry wood chips and that the cost is comparable to manufacturing synthetic graphite from fossil fuels. This is because the temperatures required to make graphite from wood chips are lower, and the process takes hours rather than weeks. These kinds of innovations in the development of synthetic graphite are one of the major market growth opportunities. Furthermore, synthetic graphite heat management characteristics make it useful in modern electronics, fueling demand as these industries develop and grow. Leveraging these prospects can drive development and innovation in the synthetic graphite industry.

GLOBAL SYNTHETIC GRAPHITE MARKET DRIVERS:

Isostatic synthetic graphite is gaining popularity.

Isostatic graphite is a kind of ultrafine-grain graphite used in cases where the mechanical properties of normal fine-grain graphite are inadequate. The term isostatic graphite refers to graphite that had been made using the isostatic molding process. This means that the raw materials are compressed into rectangular or circular bars with the aid of the cold isostatic press (CIP).

Isostatic graphite is a unique sort of graphite material that varies from other types of artificial graphite and has superior physical characteristics due to isotropy throughout the structure. This graphite is gaining popularity due to its homogeneous structure, high density, and superior mechanical strength obtained by isostatic pressing. Iso-graphite is being rapidly employed in numerous fields, for example, aerospace, automotive, and the semiconductor industries. This is because the material has isotropic properties that enable it to perform harmoniously under extreme conditions. It is, therefore, perfect to use the material where accuracy and quality are needed together with high and consistent durability in high temperatures or where corrosive features are present. The isostatic graphites are manufactured by Mersen at its manufacturing facilities in Saint Marys, Pennsylvania, and Chongqing, China to have complete traceability and best quality. They include Graphilor, a special substance coated with phenolic resin (XBS), PTFE (XTH), or carbon (XC).

The growing application of synthetic graphite in metallurgy.

The expanding use of synthetic graphite in metallurgy is remarkable, especially in sectors that need high-temperature processing and tight control over carbon content. Considering the thermal stability, conductivity, and purity of synthetic graphite, synthetic graphite finds application in metallurgical industries such as steel, foundries, and metal casting. Some of its uses are in crucibles, molds, and electrodes because this material has characteristics like high thermal shock tolerance, low contamination, and high-temperature tolerance. SAIL, RINL, TSL Group, AM/NS, JSWL, and JSPL produced 76.681 MT of crude steel, accounting for 61% of total output, an increase of 4.9% over the previous year. The remaining 48.039 MT came from other producers. The Private Sector produced 102.618 MT of Crude Steel, accounting for 82% of total output and a 7.7% increase from the previous year.

Synthesized graphite is expected to feature even more in metallurgical processes, which require advanced materials to enhance their performance and deliver better-quality products. Hence, it is forecasted to propel the metallurgy industry to innovate and grow.

The rise in adoption of electric vehicles might drive market expansion

The increase in the usage of lithium-ion batteries in vehicles due to increased consumer preference for electric vehicles has led to the increased use of synthetic graphite to manufacture anode materials. Since 2018, the worldwide graphite battery end-use market has expanded by 250%. In 2023, 4 lithium-ion battery production factories were in the US, with 21 more under development.

In addition to this, NETL and its collaborators are making advances in the production of graphite, a substance with special qualities that make it a vital component for mass-producing battery electric cars (BEVs), energy storage systems, and other green technologies from undesired carbon waste products.

NOVONIX inked an agreement on January 31, 2022, to be KORE's sole supplier of graphite anode material as part of a strategic relationship to improve the North American lithium-ion battery supply chain. On November 30, 2022, KORE announced that it had secured an initial US$75 million in strategic financing from Siemens Financial Services and other strategic investors to support the construction of its KOREPlex facility in Phoenix, Arizona, which will begin commercial production in the fourth quarter of 2024.

The Asia Pacific region to dominate the synthetic graphite market during the forecast period.

In 2022, global graphite consumption reached 3.8 million tonnes, compared to 3.6 million tonnes in 2021. Synthetic graphite accounted for about 56% of the graphite consumption, concentrated largely in Asia. North America consumed only 1% of the global natural graphite and 8.9% of synthetic graphite, while Asia Pacific consumed as much as nearly 78% of the synthetic graphite for that fiscal year.

Asia Pacific is also increasing its demand for synthetic graphite because of the elevated industrialization within the region, especially in China and India, for use in steel, automotive, and electronics industries. The Cabinet has permitted the PLI Scheme for specialty steel production in India with an investment of INR 6,322 crore. The plan is proposed to start in the fiscal year 2023-24, though the PLI will be issued in the fiscal year 2024-25. The MoU signing was done for 30 businesses out of 67 applications chosen under the Production Linked Incentive Scheme for Specialty Steel. It has a fixed funding commitment of INR 29,530 crore, which has been allocated to downstream capacity augmentation of 25 million tonnes and employment generation of 700,000. By the planning horizon of 2030-31, India intends to have a total crude steel capacity and total crude steel demand/production of 300 MTPA and 255 MTPA, respectively. The rise in demand for lithium-ion batteries used in electric vehicles (EVs) and renewable energy technology in the region also propels the market. The increase in the quality of synthetic graphite products, coupled with manufacturing improvements and advanced technologies, fuels the market growth.

Government measures supporting clean energy and sustainability encourage using EVs and renewable energy, increasing demand for synthetic graphite. These factors together position the Asia-Pacific region as a key participant in the worldwide synthetic graphite market, encouraging growth and innovation.

Global Synthetic Graphite Market Key Developments:

In February 2024, Panasonic Energy Co., Ltd., a Panasonic Group Company, announced that it has signed a binding off-take agreement with NOVONIX Limited, the leading battery materials and technology company. This is for the supply of synthetic graphite, the primary component of the anodes of lithium-ion batteries used in electric vehicles.
In December 2023, Graphite One Inc. announced the delivery of synthetic graphite anode material samples for analysis by U.S.-based worldwide end customers. Three of the active anode material samples are intended to fulfill certain lithium-ion battery requirements: energy density higher than 360 mAh/g, charge current rate higher than 4 C, and circulation lifespan longer than 6000 times.
In March 2022, ACP Technologies LLC, a developer of high-performance synthetic graphite for batteries in the United States, announced that it had signed a deal with Navitas Systems, a pioneer in integrated energy storage systems and a Department of Defence (DoD) contractor. Under this agreement, the graphite anode materials shall be supplied by ACPT based in the United States.

The global synthetic graphite market is segmented and analyzed as follows:

By Type

Fine-Grain Graphite
Isostatic Graphite
Extruded Graphite
Others

By Application

Metallurgy
Parts and Components
Batteries
Nuclear
Other Applications

By Geography

North America
United States
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
United Arab Emirates
Rest of 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. Increasing demand for Lithium-ion Batteries
- 4.1.2. Rising Utilization in Various Industrial Applications
4.2. Market Restraints
- 4.2.1. Dependency on Natural Graphite
- 4.2.2. Threats from Substitutes
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. GLOBAL SYNTHETIC GRAPHITE MARKET BY TYPE

5.1. Introduction
5.2. Fine-Grain Graphite
5.3. Isostatic Graphite
5.4. Extruded Graphite
5.5. Others

6. GLOBAL SYNTHETIC GRAPHITE MARKET BY APPLICATION

6.1. Introduction
6.2. Metallurgy
6.3. Parts and Components
6.4. Batteries
6.5. Nuclear
6.6. Other Applications

7. GLOBAL SYNTHETIC 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