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市場調查報告書
商品編碼
1636271

南美洲電動汽車電池材料：市場佔有率分析、產業趨勢、成長預測（2025-2030）

South America Electric Vehicle Battery Materials - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3個工作天內

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簡介目錄

南美洲電動車電池材料市場規模預計2025年為1.3億美元，預計2030年將達2.1億美元，預測期內（2025-2030年）複合年成長率為9.66%。

南美洲電動車電池材料-市場-IMG1

主要亮點

  • 中期來看，電動車銷量增加以及政府支持措施和措施等因素預計將成為預測期內南美電動車電池材料市場的最大推動力之一。
  • 另一方面，由於缺乏電池材料生產設施，對進口的高度依賴對預測期內南美電動車電池材料市場構成威脅。
  • 開發先進電池技術的努力仍在繼續。預計這一因素將在未來幾年在市場上創造一些機會。
  • 預計巴西將出現顯著成長，並可能在預測期內實現最高成長。這是由於該地區擁有龐大的汽車製造和銷售行業。

南美洲電動汽車電池材料市場趨勢

鋰離子電池佔市場主導地位

  • 南美洲電動車（EV）電池材料市場嚴重依賴鋰離子電池。鋰離子電池是電動車領域最受歡迎的電池，兼具能量密度、效率和耐用性，使其成為現代電動車技術的基石。
  • 在過去的十年中，電池技術和製造的進步不僅降低了成本，而且提高了性能和可靠性，增加了鋰離子電池對製造商和消費者的吸引力。
  • 近年來，鋰離子電池和電池組的價格不斷下降，對終端用戶更具吸引力。繼2022年小幅上漲後，2023年價格再次下跌，鋰離子電池組價格創歷史新低139美元/kWh，跌幅14%。
  • 該電池部分由多種材料組成，每種材料對電池的整體性能都起著重要作用。選擇這些材料是因為它們能夠提高能量密度、循環壽命和熱穩定性。特別是，含有大量鎳的正極材料是優選的，因為它們具有大的能量容量並且與延長續航里程直接相關。
  • 該地區對電動車日益成長的需求引發了對鋰離子電池的需求激增，促使電池製造商投資材料生產設施。這項策略轉變旨在滿足國內和全球對鋰電池不斷成長的需求。隨著電動車變得越來越流行，加上電池技術的不斷進步，市場有望持續成長。
  • 例如，2023年4月，全球領先的電動車（EV）製造商之一中國比亞迪計劃投資2.9億美元在智利安託法加斯塔地區建造鋰陰極工廠。智利經濟發展機構 CORFO 宣布了這項消息。 CORFO證實，比亞迪智利已被智利政府指定為授權鋰生產商。此認證使公司有權優先配置碳酸鋰。
  • 因此，在預測期內，預計市場將由鋰離子電池領域主導。

巴西正在經歷顯著的成長

  • 巴西憑藉其豐富的自然資源和不斷成長的工業能力，在南美電動車（EV）電池材料市場中發揮著舉足輕重的作用。巴西擁有豐富的關鍵電池材料蘊藏量，尤其是鋰、鎳和石墨，因此被定位為區域和全球電動車零件供應鏈中的潛在強國。
  • 巴西的鋰礦床集中在米納斯吉拉斯州和塞阿拉州，吸引了國內和國際礦業公司的極大關注，這些公司希望利用這種重要電池金屬不斷成長的需求。
  • 根據能源研究所《世界能源統計回顧》預測，2023年鋰蘊藏量為4,900噸。這比 2022 年記錄的 2,600 噸顯著增加，成長率高達 88.5%。這種激增凸顯了該國龐大的鋰蘊藏量，這對於快速成長的電池材料市場（尤其是與電動車相關的電池材料市場）來說是個好兆頭。
  • 巴西的鎳蘊藏量主要位於戈亞斯州，進一步增加了其在電動車電池材料方面的戰略重要性。此外，巴西在米納斯吉拉斯州、巴伊亞州和塞阿拉州擁有大量石墨礦床，在鋰離子電池負極材料的生產中發揮重要作用。
  • 巴西政府認知到電動車電池材料領域的戰略重要性，並採取了各種舉措來促進其發展。這些舉措包括投資激勵、研究和開發支援以及促進永續採礦實踐和當地增值的法規結構。
  • 例如，2024年4月，Sigma Lithium在一項策略性舉措中決定為其位於巴西的綠色科技工業工廠二期投資1億美元的資本支出。這項投資將使噴他零綠色鋰的年產能從27萬噸增加到2025年的52萬噸。此次擴建得到了 Sigma 董事會的核准，使該公司能夠生產足夠的鋰精礦，為估計 180 萬輛電動車 (EV) 提供燃料。
  • 國家礦業局（ANM）簡化了電池材料計劃的許可流程。同時，巴西開發銀行（BNDES）制定了一項融資計劃，以支持參與電動車供應鏈的公司。這些措施開始吸引國內外投資，主要礦業公司和電池製造商在巴西探索商機。
  • 因此，巴西預計在上述預測期內將出現強勁成長。

南美洲電動汽車電池材料產業概況

南美洲電動車電池材料市場較為分散。該市場的主要企業（排名不分先後）包括BASF SE）、三菱化學集團公司（Mitsubishi Chemical Group Corporation）、UBE Corporation、Albemarle Corporation 和 Umicore SA。

其他好處

  • 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

  • 調查範圍
  • 市場定義
  • 研究場所

第 2 章執行摘要

第3章調查方法

第4章市場概況

  • 介紹
  • 2029年之前的市場規模與需求預測（單位：美元）
  • 最新趨勢和發展
  • 政府法規和措施
  • 市場動態
    • 促進因素
      • 電動車銷量成長
      • 政府扶持措施及措施
    • 抑制因素
      • 缺乏電池材料生產設施
  • 供應鏈分析
  • 產業吸引力－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/服務的威脅
    • 競爭公司之間的敵對關係
  • 投資分析

第5章市場區隔

  • 電池類型
    • 鋰離子電池
    • 鉛酸電池
    • 其他
  • 材料
    • 正極
    • 負極
    • 電解
    • 分隔符
    • 其他
  • 地區
    • 巴西
    • 阿根廷
    • 哥倫比亞
    • 南美洲其他地區

第6章 競爭狀況

  • 併購、合資、聯盟、協議
  • 主要企業策略
  • 公司簡介
    • BASF SE
    • Mitsubishi Chemical Group Corporation
    • UBE Corporation
    • Umicore SA
    • Sumitomo Chemical Co., Ltd.
    • Albemarle Corporation
    • YOUME
    • BYD Co., Ltd.
    • Arkema SA
    • Nichia Corporation
  • 其他知名公司名單
  • 市場排名/佔有率（%）分析

第7章 市場機會及未來趨勢

  • 電池技術的進步
簡介目錄
Product Code: 50003558

The South America Electric Vehicle Battery Materials Market size is estimated at USD 0.13 billion in 2025, and is expected to reach USD 0.21 billion by 2030, at a CAGR of 9.66% during the forecast period (2025-2030).

South America Electric Vehicle Battery Materials - Market - IMG1

Key Highlights

  • Over the medium term, factors such as rising growth in electric vehicle sales and supportive government policies and regulations are expected to be among the most significant drivers for the South America Electric Vehicle Battery Materials Market during the forecast period.
  • On the other hand, the lack of battery material production facilities, leading to heavy reliance on imports, poses a threat to the South America Electric Vehicle Battery Materials Market during the forecast period.
  • Nevertheless, continued efforts are being made to develop advanced battery technology. This factor is expected to create several opportunities for the market in the future.
  • Brazil is expected to witness significant growth and will likely register the highest growth during the forecast period. This is due to the presence of a significant vehicle manufacturing and sales industry in the region.

South America Electric Vehicle Battery Materials Market Trends

Lithium-ion Batteries to Dominate the Market

  • The South American electric vehicle (EV) battery materials market hinges significantly on lithium-ion batteries. These batteries, being the most prevalent in the electric vehicle realm, stand out for their blend of energy density, efficiency, and durability, making them a linchpin in modern electric vehicle technology.
  • Over the past decade, strides in battery technology and manufacturing have not only cut costs but also amplified performance and reliability, heightening the appeal of lithium-ion batteries to manufacturers and consumers.
  • In recent years, there has been a downward trend in lithium-ion battery and cell pack prices, enhancing their allure to end-users. After a slight uptick in 2022, prices dipped again in 2023, with lithium-ion battery packs hitting a historic low of USD 139/kWh, marking a 14% drop.
  • This battery segment comprises a range of materials, each playing a vital role in the battery's overall performance. These materials are selected for their ability to boost energy density, cycle life, and thermal stability, which are crucial factors for the automotive sector. Notably, nickel-rich cathode materials are favored for their high energy capacity, directly translating to extended driving ranges-a key selling point for consumers and market competitiveness.
  • The region's growing electric vehicle appetite has triggered a surge in lithium-ion battery demand, prompting battery manufacturers to invest in material production facilities. This strategic shift aims to meet the rising demand for lithium batteries, both domestically and globally. Coupled with ongoing battery tech advancements, the market is poised for sustained growth as electric vehicle adoption climbs.
  • For instance, in April 2023, China's BYD Co Ltd, the world's leading electric vehicle (EV) manufacturer, is set to construct a lithium cathode factory in Chile's Antofagasta region with an investment of USD 290 million. This announcement was made by Chile's economic development agency, CORFO. BYD Chile has been designated as a recognized lithium producer by the Chilean government, as confirmed by CORFO. This recognition grants the company privileged access to preferential rates for lithium carbonate allocations.
  • Given these factors, the dominance of the lithium-ion battery segment in the market is projected for the forecast period.

Brazil to Witness Significant Growth

  • Brazil plays a pivotal role in the South American electric vehicle (EV) battery materials market, leveraging its abundant natural resources and growing industrial capabilities. The country's vast reserves of critical battery materials, particularly lithium, nickel, and graphite, position it as a potential powerhouse in the regional and global supply chain for electric vehicle components.
  • Brazil's lithium deposits, concentrated in the states of Minas Gerais and Ceara, have attracted significant attention from both domestic and international mining companies seeking to capitalize on the growing demand for this crucial battery metal.
  • The Energy Institute Statistical Review of World Energy reported that in 2023, the country's lithium reserves stood at 4.9 thousand tonnes of lithium content. This marked a significant increase from the 2.6 thousand tonnes recorded in 2022, reflecting an impressive growth rate of 88.5%. Such a surge underscores the nation's substantial lithium reserves, a factor that bodes well for the burgeoning battery material market, especially in the context of electric vehicles.
  • The country's nickel reserves, primarily found in the state of Goias, further enhance its strategic importance in the electric vehicle battery materials landscape. Additionally, Brazil boasts substantial graphite resources, with significant deposits located in Minas Gerais, Bahia, and Ceara, positioning the country as a critical player in the production of anode materials for lithium-ion batteries.
  • The Brazilian government has recognized the strategic importance of the electric vehicle battery materials sector and has implemented various initiatives to foster its development. These efforts include investment incentives, research and development support, and regulatory frameworks aimed at promoting sustainable mining practices and local value addition.
  • For instance, in April 2024, Sigma Lithium, in a strategic move, has greenlit a USD 100 million capital expenditure for Phase 2 of its Greentech Industrial Plant in Brazil. By 2025, this investment aims to ramp up the annual production capacity of its Quintuple Zero Green Lithium from 270,000 tons to an impressive 520,000 tons. With the expansion, sanctioned by Sigma's board, the company is poised to churn out sufficient lithium concentrate to fuel an estimated 1.8 million electric vehicles (EVs).
  • The National Mining Agency (ANM) has streamlined licensing processes for battery material projects. At the same time, the Brazilian Development Bank (BNDES) has established financing programs to support companies involved in the electric vehicle supply chain. These measures have begun to attract both domestic and foreign investments, with several major mining companies and battery manufacturers exploring opportunities in the country.
  • Therefore, Brazil is expected to witness significant growth during the forecast period, as mentioned above.

South America Electric Vehicle Battery Materials Industry Overview

The South America Electric Vehicle Battery Materials Market is semi-fragmented. Some of the key players in this market (in no particular order) are BASF SE, Mitsubishi Chemical Group Corporation, UBE Corporation, Albemarle Corporation, and Umicore SA, among others.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2029
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Growing Electric Vehicle Sales
      • 4.5.1.2 Supportive Government Policies and Regulations
    • 4.5.2 Restraints
      • 4.5.2.1 Lack of Battery Material Production Facility
  • 4.6 Supply Chain Analysis
  • 4.7 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry
  • 4.8 Investment Analysis

5 MARKET SEGMENTATION

  • 5.1 Battery Type
    • 5.1.1 Lithium-ion Battery
    • 5.1.2 Lead-Acid Battery
    • 5.1.3 Others
  • 5.2 Material
    • 5.2.1 Cathode
    • 5.2.2 Anode
    • 5.2.3 Electrolyte
    • 5.2.4 Separator
    • 5.2.5 Others
  • 5.3 Geography
    • 5.3.1 Brazil
    • 5.3.2 Argentina
    • 5.3.3 Colombia
    • 5.3.4 Rest of South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 BASF SE
    • 6.3.2 Mitsubishi Chemical Group Corporation
    • 6.3.3 UBE Corporation
    • 6.3.4 Umicore SA
    • 6.3.5 Sumitomo Chemical Co., Ltd.
    • 6.3.6 Albemarle Corporation
    • 6.3.7 YOUME
    • 6.3.8 BYD Co., Ltd.
    • 6.3.9 Arkema SA
    • 6.3.10 Nichia Corporation
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Advancements in Battery Technology