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市場調查報告書
商品編碼
1636474

北美電動車電池電解：市場佔有率分析、產業趨勢與成長預測（2025-2030）

North America Electric Vehicle Battery Electrolyte - 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

預計2025年北美電動車電池電解市場規模為1.9億美元，2030年將達4.8億美元，預測期間（2025-2030年）複合年成長率為20.12%。

北美電動車電池電解液-市場-IMG1

主要亮點

  • 從中期來看，全部區域電動車滲透率的提高和電池技術的進步預計將在預測期內推動電動車電池電解市場的需求。
  • 另一方面，固體電解質的技術挑戰可能會嚴重抑制電動車電池電解質市場的成長。
  • 提高電池性能、安全性和壽命的電解配方創新將在不久的將來為電動汽車電池電解市場創造巨大的成長機會，特別是高性能或遠距電動車。
  • 由於電動車滲透率不斷上升，預計美國將在預測期內成為北美電動車電池電解液市場成長最快的國家。

北美電動車電池電解市場趨勢

鋰離子電池類型大幅成長

  • 隨著電動車（EV）產業的擴張，北美電動車電池電解市場，特別是鋰離子電池電解市場正經歷快速成長。這種快速成長背後的關鍵因素是消費者對電動車的採用增加以及旨在排放溫室氣體排放的嚴格政府法規。
  • 鋰離子電池因其高能量密度、更長的循環壽命和最小的自放電率而對電動車至關重要。鋰離子電池定價對電動車的整體成本有重大影響，而電解是這些電池成本的主要決定因素。
  • 例如，根據彭博社NEF報道，2023年電池價格將降至139美元/kWh，較上年下降13%。隨著技術的不斷進步和製造最佳化，電池組價格預計到2025年將進一步降至113美元/kWh，到2030年將達到80美元/kWh。隨著製造效率提高、原料批量採購和供應鏈合理化導致鋰離子電池產量擴大，電池電解液的單位成本將在預測期內下降。
  • 此外，鋰​​離子電池的研究和開發正在取得進展，創造出可提高電池性能、安全性和壽命的新電解配方。全國領先的實驗室正在為鋰離子電動車電池開發先進的電解質解決方案。
  • 例如，2023年3月，美國能源局阿貢國家實驗室的研究人員推出了一種鋰空氣電池，可大幅增加電動車的續航里程。這種創新電池使用固體電解質，而不是傳統的液體電解質方法。與標準鋰離子電池相比，這項進步有可能使能量密度增加四倍，顯示在預測期內電動車對這種先進鋰離子電池的需求不斷成長。
  • 此外，主要電池製造商正在北美增加產能，進一步提振電解市場。 2023年9月，瑞典著名鋰離子電池製造商Northvolt宣布計畫在加拿大魁北克省興建一座耗資52億美元的超級工廠。該工廠不僅將生產電池，還將專注於生產正極活性材料。 Northvolt 6 工廠將於今年開始建設，預計將於 2026 年投入營運。這些努力預計將提高鋰離子電池的產量，因此未來幾年對電動車電解的需求將增加。
  • 總之，這些措施和創新預計將擴大北美的鋰離子電池產量，並在預測期內大幅增加對電動車電解的需求。

美國正在經歷顯著成長

  • 美國在北美電動車電池電解液市場中發揮著舉足輕重的作用，重點是創新、製造和支援措施。電解作為鋰離子電池的關鍵組成部分，促進鋰離子在負極和正極之間的傳輸，對於電動車的能源儲存和釋放至關重要。
  • 近年來，由於消費者需求、環保意識增強以及稅額扣抵和退稅等政府激勵措施，美國電動車銷量大幅成長。電動車採用的激增直接刺激了對鋰離子電池以及高品質電池電解的需求。
  • 例如，根據國際能源總署（IEA）的報告，2023年電池式電動車銷量將達到110萬輛，比2022年成長37.5%，比2019年成長驚人的3.58倍。隨著政府推出多項措施促進電動車的採用，預計未來幾年銷量將會增加。
  • 此外，美國政府支持向電動車的轉變，並強調減少碳排放的措施。這項承諾正在推動尖端電池電解質的進步和部署。
  • 例如，2024年3月，拜登政府宣布了美國最全面的氣候變遷法規，要求到2032年銷售的大部分新車和輕型卡車必須是純電動的。像這樣的大膽舉措不僅會加快電動車的生產，還會增加未來幾年對電動車電池電解的需求。
  • 為了滿足電動車快速成長的需求，許多電池製造商正在美國建立或擴大生產基地。這種國內生產策略不僅減少了對進口產品的依賴，也確保了特定地區電解的穩定供應。
  • 例如，2023年3月，LG能源解決方案投資7.2兆韓元（52.2億美元）在亞利桑那州建立電池製造地，以加強北美EV和ESS電池的生產，成為熱門話題。新工廠將生產電動車電池，進一步增加對可靠電解供應的需求。
  • 從這些進展中可以清楚看出，此類投資和計劃將加強美國的電動車生產，並推動對電動車電池電解的需求。

北美電動汽車電池電解液產業概況

北美電動車電池電解市場溫和。主要參與企業（排名不分先後）包括3M公司、BASF、三菱化學集團公司、塔格雷科技國際公司、NEI公司等。

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
      • 電動車的擴張
      • 電池技術的進步
    • 抑制因素
      • 固體電解質的技術問題
  • 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
  • 電解質類型
    • 液體電解質
    • 凝膠電解質
    • 固體電解質
  • 地區
    • 美國
    • 加拿大
    • 其他北美地區

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
    • 3M Company
    • BASF Corporation
    • LG Chem Ltd
    • Mitsubishi Chemical Group
    • Panasonic Holdings Corporation
    • Solvay SA
    • Asahi Kasei America, Inc.
    • Cabot Corporation
    • Dongwha Electrolyte Co.,Ltd.
    • Samsung SDI
    • NEI corporation
    • Targray Technology International Inc
  • 其他知名公司名單
  • 市場排名分析

第7章 市場機會及未來趨勢

  • 電解液配方的創新
簡介目錄
Product Code: 50003741

The North America Electric Vehicle Battery Electrolyte Market size is estimated at USD 0.19 billion in 2025, and is expected to reach USD 0.48 billion by 2030, at a CAGR of 20.12% during the forecast period (2025-2030).

North America Electric Vehicle Battery Electrolyte - Market - IMG1

Key Highlights

  • Over the medium term, the growing adoption of electric vehicles and advancements in battery technology across the region are expected to drive the demand for the electric vehicle battery electrolyte market during the forecast period.
  • On the other hand, the technological challenges in Solid-State electrolytes can significantly restrain the growth of the electric vehicle battery electrolyte market.
  • Nevertheless, the innovation in electrolyte formulations that improve battery performance, safety, and lifespan, particularly for high-performance or long-range EVs creates significant growth opportunities in the electric vehicle battery electrolyte market in the near future.
  • The United States is anticipated to be the fastest-growing country in the North American electric vehicle battery electrolyte market during the forecast period due to rising EV adoption.

North America Electric Vehicle Battery Electrolyte Market Trends

Lithium-Ion Batteries Type to Witness Significant Growth

  • The North American market for EV battery electrolytes, especially those used in lithium-ion batteries, is experiencing rapid growth, paralleling the broader expansion of the electric vehicle (EV) sector. This surge is largely fueled by increasing consumer adoption of EVs and stringent government regulations aimed at curbing greenhouse gas emissions.
  • Lithium-ion batteries are pivotal to the EV landscape, celebrated for their high energy density, extended cycle life, and minimal self-discharge rate. The pricing of lithium-ion batteries significantly influences the overall cost of electric vehicles, with electrolytes being a key determinant of these battery costs.
  • For example, a Bloomberg NEF report highlighted that in 2023, battery prices fell to USD 139/kWh, marking a 13% drop from the prior year. With ongoing technological advancements and manufacturing optimizations, projections suggest battery pack prices will further decline to USD 113/kWh by 2025 and reach USD 80/kWh by 2030. As lithium-ion battery production ramps up, driven by enhanced manufacturing efficiencies, bulk raw material procurement, and streamlined supply chains, the cost per unit of battery electrolytes is set to decrease during the forecast period.
  • Moreover, ongoing R&D in lithium-ion batteries is birthing new electrolyte formulations that boost battery performance, safety, and lifespan. Leading research labs nationwide are pioneering advanced electrolyte solutions for lithium-ion EV batteries.
  • For instance, in March 2023, researchers from Argonne National Laboratory, under the US Department of Energy, unveiled a lithium-air battery poised to significantly extend electric vehicles' driving range. This innovative battery employs a solid electrolyte, diverging from the conventional liquid electrolyte approach. When compared to standard Li-ion batteries, this advancement could potentially quadruple energy density, signaling a heightened demand for such advanced lithium-ion batteries in EVs during the forecast period.
  • Additionally, major battery manufacturers are ramping up production capacities in North America, further energizing the electrolyte market. In September 2023, Northvolt, a prominent Swedish lithium-ion battery manufacturer, unveiled plans for a USD 5.2 billion gigafactory in Quebec, Canada. This facility will not only produce batteries but also focus on cathode active material production. Construction of the Northvolt Six factory is set to kick off this year, with operations slated for 2026. Such initiatives are poised to bolster lithium-ion battery production and, consequently, the demand for EV battery electrolytes in the coming years.
  • In conclusion, these initiatives and innovations are set to amplify lithium-ion battery production in North America, driving a corresponding surge in demand for EV battery electrolytes during the forecast period.

United States to Witness Significant Growth

  • The United States plays a pivotal role in the North American EV battery electrolyte market, emphasizing innovation, manufacturing, and supportive policies. Electrolytes, as vital components of lithium-ion batteries, facilitate the movement of lithium ions between the anode and cathode, crucial for energy storage and release in EVs.
  • In recent years, the United States has seen a notable uptick in EV sales, driven by consumer demand, heightened environmental consciousness, and government incentives like tax credits and rebates. This surge in EV adoption has directly spurred demand for lithium-ion batteries and, by extension, high-quality battery electrolytes.
  • For instance, the International Energy Agency reported that in 2023, battery electric vehicle sales hit 1.1 million units, marking a 37.5% rise from 2022 and a staggering 3.58-fold increase since 2019. With the government rolling out several pro-EV adoption policies, sales are poised to climb in the coming years.
  • Furthermore, the U.S. government is championing the shift to electric mobility, emphasizing policies that curb carbon emissions. This commitment is propelling the advancement and deployment of cutting-edge battery electrolytes.
  • For instance, in March 2024, the Biden administration unveiled the nation's most sweeping climate regulations, mandating that by 2032, a significant majority of newly sold passenger cars and light trucks will be all-electric. Such bold moves are set to not only hasten EV production but also amplify the demand for EV battery electrolytes in the coming years.
  • In response to the surging EV demand, numerous battery manufacturers are either setting up or expanding their production bases in the U.S. This domestic manufacturing strategy not only curtails dependence on imports but also guarantees a consistent supply of region-specific electrolytes.
  • For instance, in March 2023, LG Energy Solution made headlines with a KRW 7.2 trillion (USD 5.22 billion) investment to establish a battery manufacturing hub in Arizona, aiming to bolster EV and ESS battery production in North America. This new facility is set to churn out EV batteries, further amplifying the need for a reliable electrolyte supply.
  • Given these developments, it's evident that such investments and projects are set to bolster EV production in the United States, subsequently driving up the demand for EV battery electrolytes.

North America Electric Vehicle Battery Electrolyte Industry Overview

The North America Electric Vehicle Battery Electrolyte market is moderated. Some of the key players (not in particular order) are 3M Company, BASF Corporation, Mitsubishi Chemical Group, Targray Technology International Inc, NEI corporation, 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 Adoption of Electric Vehicles
      • 4.5.1.2 Advancements in Battery Technology
    • 4.5.2 Restraints
      • 4.5.2.1 Technological Challenges in Solid-State Electrolytes
  • 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 Batteries
    • 5.1.2 Lead-Acid Batteries
    • 5.1.3 Others
  • 5.2 Electrolyte Type
    • 5.2.1 Liquid Electrolyte
    • 5.2.2 Gel Electrolyte
    • 5.2.3 Solid Electrolyte
  • 5.3 Geography
    • 5.3.1 United States
    • 5.3.2 Canada
    • 5.3.3 Rest of North 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 3M Company
    • 6.3.2 BASF Corporation
    • 6.3.3 LG Chem Ltd
    • 6.3.4 Mitsubishi Chemical Group
    • 6.3.5 Panasonic Holdings Corporation
    • 6.3.6 Solvay SA
    • 6.3.7 Asahi Kasei America, Inc.
    • 6.3.8 Cabot Corporation
    • 6.3.9 Dongwha Electrolyte Co.,Ltd.
    • 6.3.10 Samsung SDI
    • 6.3.11 NEI corporation
    • 6.3.12 Targray Technology International Inc
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Innovation in Electrolyte Formulations