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市場調查報告書
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1636276

德國電動汽車電池材料：市場佔有率分析、產業趨勢/統計、成長預測（2025-2030）

Germany 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 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

德國電動車電池材料市場規模預計2025年為15.5億美元，預計2030年將達30.3億美元，預測期內（2025-2030年）複合年成長率為14.3%。

德國電動車電池材料-市場-IMG1

主要亮點

  • 從中期來看，電動車（EV）銷售的成長以及政府的支持性措施和法規預計將在預測期內推動電動車電池材料的需求。
  • 另一方面，與原料供應鏈和價格波動相關的問題可能會對市場研究產生負面影響。
  • 電池技術的進步，例如提高能量密度、縮短充電時間、提高安全性和延長使用壽命等，預計將在不久的將來為電動車電池材料市場的參與企業提供重大商機。

德國電動車電池材料市場趨勢

電動車 (EV) 銷量的成長推動市場

  • 德國電動車（EV）銷量的增加正在推動該地區對電動車電池材料的需求。隨著電動車銷售的快速成長，對鋰、鈷、鎳、石墨等關鍵電池材料的需求也不斷增加。這種不斷成長的需求刺激了這些材料的本地生產和投資，支持了德國電池材料供應鏈的成長。
  • 德國正在向清潔能源轉型，重點是電動車。近年來，該國電動車銷量快速成長。例如，根據國際能源總署（IEA）的報告，2023年德國電動車銷量將為70萬輛。這一數字與 2022 年持平，但自 2019 年以來成長了 5.5 倍。歐洲各國政府最近宣布的許多計劃和舉措預計將顯著增加電動車銷量，進一步增加對電池材料的需求。
  • 德國政府正在積極支持電動車市場的擴張，提供補貼和稅收優惠，並實施更嚴格的排放法規。這些支援措施不僅增強了電動車市場，也延伸至電池材料產業。政府最近宣布了一項雄心勃勃的激勵計劃，旨在在未來幾年內將電動車銷量翻兩番。
  • 作為 2023 年計劃的一部分，政府推出了一項重大補貼計劃，以鼓勵電動車的普及。新電動車購買者將獲得高達6,000歐元（約6,500美元）的補貼，插電式混合動力汽車購買者將獲得高達4,500歐元（約4,900美元）的補貼。預計這些措施不僅將促進電動車的生產和銷售，還將增加未來幾年對電池材料的需求。
  • 德國充滿活力的電動車市場是電池創新的溫床。德國領先的公司與研究機構一起投資開創性材料，以提高能量密度、更長的使用壽命和卓越的安全性。該地區主要企業之間的合作正在為先進電池技術鋪平道路，並為電動車電池不斷成長的需求奠定基礎。
  • 一項引人注目的進展是，由電池公司 VARTA主導的 15 家公司和學術研究人員組成的聯盟於 2024 年 5 月宣布推出尖端鈉離子電池技術。這種下一代電池有望為電動車和其他應用提供高性能、成本效益和環境友善性。該財團計劃於 2027 年中期完成計劃。這些突破不僅將加速對複雜電動車電池的需求，還將在可預見的未來擴大該地區對電池材料的需求。
  • 鑑於這些動態，電動車需求的快速成長軌跡以及相應的電池材料需求似乎強勁且充滿希望。

鋰離子電池佔市場主導地位

  • 電動車（EV）鋰離子電池產量的增加正在重塑電池材料市場。在德國，隨著鋰離子電池產量的飆升，對鋰的需求也增加。該地區鋰的發現對原料成本產生了重大影響。
  • 主要市場相關人員正在投資鋰蘊藏量和研發，以滿足鋰離子電池產量的增加和對電池原料需求的增加。隨著這些蘊藏量的不斷發現，從長遠來看，鋰離子電池的價格將呈下降趨勢。
  • 例如，2023年電池價格降至139美元/kWh，降幅超過13%。隨著技術創新和製造流程的不斷改進，預計到2025年電池組價格可能降至113美元/kWh，到2030年甚至降至80美元/kWh。
  • 此外，由於對環境問題日益關注，歐洲各國政府正積極支持電動車鋰離子電池的生產。這些政府熱衷於實現淨零碳排放，推出多項舉措來提高鋰離子電池產量，以滿足該地區對電動車日益成長的需求。
  • 例如，2024 年 1 月，瑞典鋰離子電池製造商 Northvolt 獲得了歐盟核准，從德國獲得了價值 9.02 億歐元（合 9.8643 億美元）的國家支持包裝。該資金將用於在德國海德建立電動車電池生產設施。這種核准不僅將支持德國的努力，也符合歐盟整體淨零排放的野心。這些努力將支持採用鋰離子電池作為清潔能源解決方案，從而增加未來幾年對電池材料的需求。
  • 近年來，德國已成為先進鋰離子電池回收技術的先驅。公司和研究機構之間的合作重點是從廢棄電池中有效地再生鋰、鈷和鎳等有價值的材料。
  • 例如，2024 年 5 月，波蘭的 Elemental Strategy Metals (ESM) 宣布計劃與美國新興企業Ascend Elements 合作建造鋰離子電池回收設施。該廠預計年加工量為2.5萬噸，預計2024年秋季動工，2026年開始營運。這些努力預計將促進原料生產，並增加未來電動車電池材料的產量。
  • 鑑於這些發展，很明顯，正在進行的計劃和舉措將提高電動車電池的產量，並在未來幾年顯著增加對電動車電池材料的需求。

德國電動車電池材料產業概況

德國電動車電池材料市場已被削減一半。主要參與企業（排名不分先後）包括 Targray Technology International Inc.、 BASF SE、Arkema SA、Solvay SA 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
  • 至2029年市場規模及需求預測（單位：十億美元）
  • 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
      • 原料需求供給缺口
  • 供應鏈分析
  • PESTLE分析
  • 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

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
    • Targray Technology International Inc
    • BASF SE
    • Arkema SA
    • Solvay SA
    • Umicore SA
    • Mitsubishi Chemical Group Corporation
    • UBE Corporation
    • Johnson Matthey
    • Henkel Adhesive Technologies
    • Heraeus Group
    • Wacker Chemie AG
  • 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: 50003563

The Germany Electric Vehicle Battery Materials Market size is estimated at USD 1.55 billion in 2025, and is expected to reach USD 3.03 billion by 2030, at a CAGR of 14.3% during the forecast period (2025-2030).

Germany Electric Vehicle Battery Materials - Market - IMG1

Key Highlights

  • Over the medium term, growing electric vehicle (EV) sales and supportive government policies and regulations are expected to drive the demand for electric vehicle battery materials during the forecast period.
  • On the other hand, issues related to the raw material supply chain and price fluctuations are likely to negatively impact the market studied.
  • Nevertheless, technological advancements in batteries like higher energy density, faster charging times, improved safety, and longer lifespan are expected to create significant opportunities for electric vehicle battery materials market players in the near future.

Germany Electric Vehicle Battery Materials Market Trends

Growing Electric Vehicle (EVs) Sales Drives the Market

  • Rising electric vehicle (EV) sales in Germany are driving up the demand for EV battery materials in the region. As the country sees a surge in EV sales, the need for key battery materials like lithium, cobalt, nickel, and graphite is also escalating. This heightened demand is spurring local production and investment in these materials, bolstering the growth of Germany's battery material supply chain.
  • Germany is pivoting towards clean energy, with electric vehicles taking center stage. Over recent years, EV sales in the country have skyrocketed. For example, the International Energy Agency (IEA) reported that in 2023, Germany sold 0.7 million electric vehicles. While this figure remained steady from 2022, it marked a 5.5-fold increase from 2019. With numerous projects and initiatives recently unveiled by the European government, EV sales are poised for significant growth, further amplifying the demand for battery materials.
  • The German government actively champions the EV market's expansion, offering subsidies, tax incentives, and enforcing stricter emission regulations. These supportive measures not only bolster the EV market but also extend to the battery material industry. Recently, the government unveiled ambitious incentives, aiming for a fourfold increase in EV sales in the coming years.
  • As part of its 2023 initiatives, the government rolled out a substantial subsidy scheme to bolster electric vehicle adoption. New EV buyers were entitled to a subsidy of up to EUR 6,000 (approximately USD 6,500), while those opting for plug-in hybrids could avail up to EUR 4,500 (around USD 4,900). Such measures are anticipated to not only boost EV production and sales but also elevate the demand for battery materials in the years ahead.
  • Germany's vibrant EV market is a hotbed for battery technology innovation. Major German corporations, alongside research institutions, are channeling investments into pioneering materials that promise enhanced energy density, extended lifespan, and superior safety. Collaborations among leading regional companies are paving the way for advanced battery technologies, setting the stage for heightened EV battery demand.
  • In a notable development, a consortium of 15 companies and academic researchers, spearheaded by battery firm VARTA, unveiled a cutting-edge sodium-ion battery technology in May 2024. This next-gen battery promises high performance, cost-effectiveness, and environmental friendliness, catering to EVs and other applications. The consortium has earmarked mid-2027 for the project's culmination. Such breakthroughs are set to not only accelerate the demand for sophisticated EV batteries but also amplify the region's appetite for battery materials in the foreseeable future.
  • Given these dynamics, the trajectory of EV demand and the corresponding surge in battery material requirements appear robust and promising.

Lithium-Ion Battery Type Dominate the Market

  • The growing production of lithium-ion batteries for electric vehicles (EVs) is reshaping the battery materials market. In Germany, as lithium-ion battery production has surged, so too has the demand for lithium. Discoveries of lithium in the region are notably influencing raw material costs.
  • Key market players are channeling investments into lithium reserves and R&D, aiming to boost lithium-ion battery production and meet the escalating demand for battery raw materials. As these reserves are continuously discovered, the prices of lithium-ion batteries have seen a downward trend over time.
  • For instance, battery prices in 2023 fell to USD 139/kWh, marking a decline of over 13%. With ongoing technological innovations and manufacturing improvements, projections suggest battery pack prices could drop to USD 113/kWh by 2025 and further to USD 80/kWh by 2030.
  • Moreover, European governments are actively championing lithium-ion battery production for EVs, spurred by mounting environmental concerns. With a keen focus on achieving net-zero carbon emissions, these governments have launched multiple initiatives to boost lithium-ion battery production, aiming to meet the region's growing EV demand.
  • For instance, in January 2024, Northvolt, a Swedish lithium-ion battery manufacturer, secured EU approval for a significant EUR 902 million (USD 986.43 million) state aid package from Germany. This funding is earmarked for establishing an EV battery production facility in Heide, Germany. Such endorsements not only bolster Germany's efforts but also align with the broader EU's net-zero ambitions. These initiatives are poised to bolster the adoption of lithium-ion batteries as a clean energy solution, subsequently driving up the demand for battery materials in the years ahead.
  • In recent years, Germany has emerged as a leader in pioneering advanced recycling technologies for lithium-ion batteries. Collaborations between companies and research institutions are focused on efficiently reclaiming valuable materials, including lithium, cobalt, and nickel, from spent batteries.
  • For instance, in May 2024, Elemental Strategic Metals (ESM), a Polish entity, in collaboration with Ascend Elements, a US start-up, unveiled plans for a lithium-ion battery recycling facility. With a projected capacity of 25,000 tonnes annually, construction is set to commence in autumn 2024, aiming for operational status by 2026. Such endeavors are anticipated to boost raw material production and elevate the output of EV battery materials in the future.
  • Given these developments, it's evident that ongoing projects and initiatives are set to bolster EV battery production and significantly heighten the demand for EV battery materials in the coming years.

Germany Electric Vehicle Battery Materials Industry Overview

Germany's electric vehicle battery materials market is semi-fragmented. Some key players (not in particular order) are Targray Technology International Inc., BASF SE, Arkema SA, Solvay SA, 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 billion, 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 Raw Material Demand Supply Gap
  • 4.6 Supply Chain Analysis
  • 4.7 PESTLE Analysis
  • 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

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 Targray Technology International Inc
    • 6.3.2 BASF SE
    • 6.3.3 Arkema SA
    • 6.3.4 Solvay SA
    • 6.3.5 Umicore SA
    • 6.3.6 Mitsubishi Chemical Group Corporation
    • 6.3.7 UBE Corporation
    • 6.3.8 Johnson Matthey
    • 6.3.9 Henkel Adhesive Technologies
    • 6.3.10 Heraeus Group
    • 6.3.11 Wacker Chemie AG
  • 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