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市場調查報告書
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1441704

稀土元素（稀土）：市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

Rare Earth Elements - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2024年稀土元素（稀土）市場規模估計為175,030公噸，預計到2029年將達到214,890公噸，在預測期間（2024-2029年）以4.19%的複合年增長率增長。

稀土元素-市場

COVID-19 對稀土元素的需求產生了負面影響，因為在長期嚴格的遏制法規之後，全球需求已經放緩。但2021年，隨著全球經濟復甦、工業活動恢復，情況逐漸改善。

主要亮點

  • 推動市場成長的因素是新興國家的高需求以及對稀土元素「綠色技術」的依賴。
  • 相反，稀土元素供應不穩定可能會阻礙市場成長。
  • 在航太應用中增加鈧的使用可能會在預測期內為市場創造機會。
  • 由於稀土金屬產量增加以及消費性電器產品等行業需求增加，亞太地區主導了全球市場。

稀土元素市場趨勢

磁鐵需求增加

  • 磁鐵是稀土元素的最大用途之一。磁鐵在電子、汽車、發電和醫藥等多個行業有著廣泛的應用。
  • 磁鐵用於電腦硬碟、微波功率管、防鎖死煞車、汽車零件、磁碟馬達馬達、無摩擦軸承、發電、磁冷凍、麥克風和揚聲器、通訊系統和核磁共振成像。
  • 汽車、電子和醫療保健等行業的創新和發展正在增加對磁鐵的需求。
  • 2021年，約85%的汽車製造商將使用摻有釹的永磁馬達，預計2022年汽車對稀土的需求將成長25%。
  • 電動車和風力發電機中使用的磁鐵是釹、镨和鏑，釤和鈷也是潛在的替代品，並且可能在未來進一步推動市場發展。
  • 此外，磁鐵也用於醫療設備，如核磁共振造影系統、心律調節器、睡眠呼吸暫停機和胰島素幫浦。醫療保健產業在亞太地區、中東和非洲進行了大量投資。
  • 因此，所有這些趨勢預計將推動對磁鐵的需求，從而預計將在未來幾年進一步增加對稀土元素的需求。

亞太地區預計將主導市場

  • 亞太地區主導了全球市場佔有率。隨著醫療保健產業投資的增加以及陶瓷需求和產量的增加，預計該地區稀土元素的消費量將大幅增加。
  • 這些昂貴稀土元素的全球供應大部分來自中國，使得全球稀土元素市場供應對中國製造業的變化敏感。美國地質調查局資料顯示，2021年，全球稀土元素產量的78%來自中國。
  • 根據OICA統計，2021年中國和印度汽車總產量分別為2,608萬輛和439萬輛。因此，中國汽車產量與前一年同期比較%，印度汽車產量年增30%。
  • 隨著冠狀病毒大流行暴露了與中國的供應鏈問題，亞太地區已成為全球 COVID-19 生產中心，在印度、越南和日本等國家/地區建立了業務的多家公司進行了投資。
  • 稀土元素為印度經濟貢獻了近2000億美元。印度擁有世界第五大稀土元素蘊藏量，大約蘊藏量澳洲的兩倍。然而，它時不時地從地緣政治競爭對手中國進口地球所需的幾乎所有東西。
  • 日本希望增加其稀土礦產庫存。 此外，預計還將支持國內企業收購海外礦山的權益，並將原材料加工成下一代汽車和通信設備等先進技術所需的有價值的礦物。 根據聯合國貿易部的數據，日本在10年內將來自中國的稀土供應量從90%以上減少到58%。 目標是到 2025 年將這一比例降低到 50% 或更低。
  • 此外，亞太地區的陶瓷需求和產量最高。航太、國防、能源、醫療保健和消費品等產業對陶瓷的需求不斷成長，正在推動該地區的陶瓷生產。
  • 因此，這樣的市場趨勢將對未來幾年的稀土元素市場產生重大影響。

稀土元素產業概況

稀土元素市場分散，眾多參與者持有佔有率微不足道，各自影響著市場動態。市場上的知名企業包括（排名不分先後）Lynas Rare Earths Ltd、五礦置地有限公司、中國鋁業有限公司、Iluka Resources Limited、Rare Element Resources Limited等。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 調查先決條件
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場動態

  • 促進因素
    • 新興國家的高需求
    • 「綠色技術」對稀土元素的依賴
  • 抑制因素
    • 稀土元素供應不穩定
  • 產業價值鏈分析
  • 波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代產品和服務的威脅
    • 競爭程度

第5章市場區隔（市場規模（數量））

  • 元素
    • 鈰
      • 氧化物
      • 硫化物
      • 其他
    • 釹
      • 合金
    • 鑭
      • 合金
      • 氧化物
      • 其他
    • 鎝
    • 鋱
    • 釔
    • 鈧
    • 其他
  • 目的
    • 催化劑
    • 陶瓷製品
    • 磷光體
    • 玻璃/拋光
    • 冶金
    • 磁鐵
    • 其他
  • 地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 其他亞太地區
    • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 義大利
      • 其他歐洲國家
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地區
    • 中東和非洲
      • 沙烏地阿拉伯
      • 南非
      • 其他中東和非洲

第6章 競爭形勢

  • 併購、合資、合作與協議
  • 市場排名分析
  • 主要企業採取的策略
  • 公司簡介
    • Aluminum Corporation of China Ltd
    • ARAFURA RESOURCES
    • Avalon Advanced Materials Inc.
    • Minmetals Land Limited
    • China Nonferrous Metal Industry's Foreign Engineering and Construction Co. Ltd
    • Eutectix
    • Iluka Resources Limited
    • Lynas Rare Earths Ltd
    • MEDALLION RESOURCES LTD
    • NORTHERN MINERALS
    • Peak Resources
    • Rare Element Resources Ltd
    • Rio Tinto
    • Shin-Etsu Chemical Co. Ltd
    • Ucore Rare Metals Inc.
    • Xiamen Tungsten Co. Ltd

第7章市場機會與未來趨勢

簡介目錄
Product Code: 48094

The Rare Earth Elements Market size is estimated at 175.03 kilotons in 2024, and is expected to reach 214.89 kilotons by 2029, growing at a CAGR of 4.19% during the forecast period (2024-2029).

Rare Earth Elements - Market

COVID-19 negatively impacted the demand for rare earth elements as the global demand witnessed a slowdown following stringent containment restrictions for a long time. However, the situation gradually improved in 2021 with the global economy's revival and industrial activities' resumption.

Key Highlights

  • The factors driving the market's growth are the high demand from emerging economies and dependency on "Green Technology" on rare Earth elements.
  • On the flip side, an inconsistent supply of rare earth elements may act as a barrier to the market's growth.
  • The increasing scandium usage in aerospace applications will likely provide opportunities for the market during the forecast period.
  • Asia-Pacific dominated the global market, owing to the increasing production of rare Earth metals and rising demand from industries such as consumer electronics.

Rare Earth Elements Market Trends

Increasing Demand for Magnets

  • Magnets stand to be one of the largest applications for rare earth elements. Magnets find extensive applications in various industries, such as electronics, automotive, power generation, and medical.
  • Magnets are used in computer hard drives, microwave power tubes, anti-lock brakes, automotive parts, disk drive motors, frictionless bearings, power generation, magnetic refrigeration, microphones and speakers, communication systems, and MRI.
  • Industries such as automotive, electronics, and healthcare have witnessed innovation and development, driving the demand for magnets.
  • In 2021, approximately 85% of automakers were using neodymium-incorporated permanent magnet motors, and there are projections that the automotive demand for rare earth will rise by 25% in 2022.
  • Magnets used for EVs and wind turbines are neodymium, praseodymium, and dysprosium, with samarium and cobalt as potential substitutes, which may further drive the market in the future.
  • Additionally, magnets are used in medical equipment, such as MRI machines, pacemakers, sleep apnea machines, and insulin pumps. The healthcare industry has seen considerable investments in Asia-Pacific, the Middle East, and Africa.
  • Hence, all such trends are expected to drive the demand for magnets, which is further projected to increase the demand for rare earth elements in the coming years.

The Asia-Pacific Region is Expected to Dominate the Market

  • The Asia-Pacific region dominated the global market share. With increasing investments in the healthcare industry and the rising ceramic demand and production, the consumption of rare earth elements is projected to increase noticeably in the region.
  • Most of the world's supply of these high-value rare earth elements originates from China, making the global rare earth elements market supply sensitive to changes in China's manufacturing sector. In 2021, 78% of the worldwide production of rare earth elements came from China, as per data from the US Geological Survey.
  • According to OICA, the total number of motor vehicles produced in 2021 in China and India was 26.08 million and 4.39 million units, respectively. Thus, motor vehicle production in China grew by 3% and 30% in India compared to the previous year.
  • Asia Pacific has been the electronics production base of the world, with investments coming in from several companies establishing their presence in countries like India, Vietnam, and Japan, as the COVID-19 pandemic exposed the supply chain problems with China.
  • Rare earth elements contribute a total value of nearly USD 200 billion to the Indian economy. India has the world's fifth-largest reserves of rare earth elements, roughly twice as much as Australia. Still, it imports most of its occasional Earth needs in finished form from its geopolitical rival, China.
  • Japan is looking forward to increasing its stockpiles of rare earth minerals. Furthermore, the country is expected to help domestic companies to obtain stakes in overseas mines and to process raw materials into the valuable minerals required for next-generation vehicles, communications equipment, and other cutting-edge technologies. According to UN Comtrade data, Japan slashed rare earth supplies from China from over 90% of imports to 58% within a decade. It aims to bring that below 50% by 2025.
  • Furthermore, the demand and production of ceramics are the highest in Asia-Pacific. The increasing ceramic demand from industries such as aerospace and defense, energy, healthcare, and consumer goods is driving the production of ceramics in the region.
  • Hence, such market trends will significantly impact the rare Earth elements market in the coming years.

Rare Earth Elements Industry Overview

The rare Earth elements market is fragmented, with numerous players holding insignificant shares to affect the market dynamics individually. Some prominent players in the market include (not in any particular order) Lynas Rare Earths Ltd, Minmetals Land Limited, Aluminum Corporation of China Ltd, Iluka Resources Limited, and Rare Element Resources Limited, among others.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 High Demand from Emerging Economies
    • 4.1.2 Dependency of 'Green Technology' on Rare Earth Elements
  • 4.2 Restraints
    • 4.2.1 Inconsistent Supply of Rare Earth Elements
  • 4.3 Industry Value Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Consumers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Volume)

  • 5.1 Element
    • 5.1.1 Cerium
      • 5.1.1.1 Oxide
      • 5.1.1.2 Sulfide
      • 5.1.1.3 Other Elements
    • 5.1.2 Neodymium
      • 5.1.2.1 Alloy
    • 5.1.3 Lanthanum
      • 5.1.3.1 Alloy
      • 5.1.3.2 Oxide
      • 5.1.3.3 Other Elements
    • 5.1.4 Dysprosium
    • 5.1.5 Terbium
    • 5.1.6 Yttrium
    • 5.1.7 Scandium
    • 5.1.8 Other Elements
  • 5.2 Application
    • 5.2.1 Catalysts
    • 5.2.2 Ceramics
    • 5.2.3 Phosphors
    • 5.2.4 Glass and Polishing
    • 5.2.5 Metallurgy
    • 5.2.6 Magnets
    • 5.2.7 Other Applications
  • 5.3 Geography
    • 5.3.1 Asia-Pacific
      • 5.3.1.1 China
      • 5.3.1.2 India
      • 5.3.1.3 Japan
      • 5.3.1.4 South Korea
      • 5.3.1.5 Rest of Asia-Pacific
    • 5.3.2 North America
      • 5.3.2.1 United States
      • 5.3.2.2 Canada
      • 5.3.2.3 Mexico
    • 5.3.3 Europe
      • 5.3.3.1 Germany
      • 5.3.3.2 United Kingdom
      • 5.3.3.3 France
      • 5.3.3.4 Italy
      • 5.3.3.5 Rest of Europe
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Rest of South America
    • 5.3.5 Middle East and Africa
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 South Africa
      • 5.3.5.3 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Ranking Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 Aluminum Corporation of China Ltd
    • 6.4.2 ARAFURA RESOURCES
    • 6.4.3 Avalon Advanced Materials Inc.
    • 6.4.4 Minmetals Land Limited
    • 6.4.5 China Nonferrous Metal Industry's Foreign Engineering and Construction Co. Ltd
    • 6.4.6 Eutectix
    • 6.4.7 Iluka Resources Limited
    • 6.4.8 Lynas Rare Earths Ltd
    • 6.4.9 MEDALLION RESOURCES LTD
    • 6.4.10 NORTHERN MINERALS
    • 6.4.11 Peak Resources
    • 6.4.12 Rare Element Resources Ltd
    • 6.4.13 Rio Tinto
    • 6.4.14 Shin-Etsu Chemical Co. Ltd
    • 6.4.15 Ucore Rare Metals Inc.
    • 6.4.16 Xiamen Tungsten Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Increasing Scandium Usage in Aerospace Applications