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市場調查報告書
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1636483

中東及非洲電動車電池負極市場佔有率分析、產業趨勢及成長預測(2025-2030)

Middle-East And Africa Electric Vehicle Battery Anode - 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

中東和非洲電動車電池負極市場規模預計到2025年為181萬美元,預計到2030年將達到343萬美元,預測期內(2025-2030年)複合年成長率為13.67%。

中東和非洲電動車電池負極-市場-IMG1

主要亮點

  • 從中期來看,政府措施和投資預計將加速電動車的普及並推動市場發展。
  • 相反,該地區參與負極製造的公司數量有限可能會阻礙市場成長。
  • 負極材料的研究和開發目前正在進行中,這為市場帶來了廣泛的成長機會。
  • 研究期間,阿拉伯聯合大公國預計將主導中東和非洲的電動車電池負極市場。

中東和非洲電動車電池負極市場趨勢

鋰離子電池佔市場主導地位

  • 鋰在電動車(EV)電池的生產中發揮重要作用。作為可充電鋰離子電池的主要成分,鋰的高能量密度有利於延長行駛里程。最近,在中東和非洲,鋰離子製造設備的數量迅速增加,特別是負極等電池零件。
  • 例如,NextSource Materials 宣布計劃於 2024 年 7 月在沙烏地阿拉伯建造一家新的石墨陽極工廠,專注於電動車領域。該合資企業投資超過2.8億美元,凸顯了該公司的全球擴大策略。該廠的目標是每年生產2萬噸鋰離子電池用石墨負極活性材料,加強該地區電動車電池負極市場。
  • 同樣,隨著鋰離子生產設備在中東和非洲的普及,負極的需求也會增加。 2024年3月,沙烏地阿美公司和阿布達比國家石油公司合作從油田鹽水中提取鋰,顯示這個海灣國家希望擴大電動車產量和陽極需求。
  • 2023年12月,深圳雷米科技發展公司得標奈及利亞聯邦電力部和中國生態環境部監督下的1.5億美元鋰離子電池工廠合約。該計劃符合非洲「一帶一路」計劃的目標以及全球推動氣候變遷技術的努力。
  • 從歷史上看,隨著鋰離子電池價格暴跌,陽極等相關零件的需求激增。根據彭博社NEF報道,2023年鋰離子電池的平均價格將為139美元/kWh,較2014年下降五倍。此次價格下跌預示著未來負極市場將會蓬勃發展。
  • 此外,電動車在阿拉伯聯合大公國和南非越來越受歡迎。國際能源總署(IEA)指出,2023年這些國家的電動車銷量將達到29,980輛,與前一年同期比較成長53.5%。其他地區國家的電動車需求可能會效仿,陽極市場將從中受益。
  • 考慮到鋰離子電池和陽極的生產趨勢,中東和非洲的電動車電池陽極市場有望成長。

阿拉伯聯合大公國是最大市場

  • 在政府旨在遏制交通部門碳排放的努力的推動下,阿拉伯聯合大公國電動交通正在迅速普及。政府雄心勃勃的目標是到 2030 年讓 42,000 輛電動車 (EV) 上路,這突顯了這項承諾。
  • 2024年8月,美國Mullen Automotive與阿拉伯聯合大公國Bolt Mobility簽署價值約2.1億美元的合約。根據協議,阿拉伯聯合大公國將在2025年終前購買3,000輛1級和3級電動車。電動車的成長預計將增加對電池和陽極等零件的需求,從而刺激市場成長。
  • 2024年6月,全電動叫車平台BluSmart進入阿拉伯聯合大公國。此舉使 BluSmart 成為阿拉伯聯合大公國首個 100% 電動高級豪華轎車服務,突顯了該國對永續交通的承諾。隨著電動車預計將變得更加流行,對電池和陽極等基本部件的需求正在增加。
  • 2024 年 5 月,Al Ghurair Motors 與歐洲製造商 TAM-Europe 建立經銷商合作夥伴關係,專注於電動商用車。這項合作不僅突顯了 Al Ghurair Motors 對阿拉伯聯合大公國 2050 年淨零排放目標的承諾,也預示著更綠色的交通格局和蓬勃發展的電動車電池陽極市場。
  • 阿拉伯聯合大公國的電動車銷量正在上升。國際能源總署的資料顯示,2023年阿拉伯聯合大公國電動車銷量為28,900輛,與前一年同期比較成長了53%,增幅驚人。鑑於這種勢頭,電動車的需求以及電動車電池負極市場可能會大幅成長。
  • 隨著這些新興市場的發展,電動車電池負極市場預計在未來幾年將大幅成長。

中東和非洲電動車電池負極產業概況

中東和非洲電動車電池負極市場正走向半固體。主要企業(排名不分先後)包括 ICTC Egypt、Total Solution Industries LLC、Panasonic Holdings Corp、Targray 和 NMT Electrodes。

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
      • 政府支持電動車引進的措施
      • 鋰離子電池價格下降
    • 抑制因素
      • 該地區存在參與企業
  • 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
    • 鉛酸電池
    • 鋰離子電池
    • 其他電池類型
  • 材料
    • 石墨
    • 其他
  • 地區
    • 沙烏地阿拉伯
    • 南非
    • 阿拉伯聯合大公國
    • 奈及利亞
    • 埃及
    • 卡達
    • 其他中東/非洲

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
    • ICTC Egypt
    • NMT Electrodes
    • Panasonic Holdings Corp
    • Total Solution Industries LLC
    • Gamma Anode
    • Zinc Egypt
    • TAQAT Development
    • NextSource
    • Emirates Global Aluminium
    • Targray
  • 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

  • 負極材料的研發
簡介目錄
Product Code: 50003752

The Middle-East And Africa Electric Vehicle Battery Anode Market size is estimated at USD 1.81 million in 2025, and is expected to reach USD 3.43 million by 2030, at a CAGR of 13.67% during the forecast period (2025-2030).

Middle-East And Africa Electric Vehicle Battery Anode - Market - IMG1

Key Highlights

  • In the medium term, government policies and investments are likely to boost the adoption of electric vehicles, subsequently driving the market.
  • Conversely, the market's growth may be stunted by the limited involvement of companies in anode manufacturing within the region.
  • Ongoing research and development in anode materials present promising growth opportunities for the market.
  • During the study's focus period, the United Arab Emirates is projected to dominate the electric vehicle battery anode market in the Middle East and Africa.

Middle-East And Africa Electric Vehicle Battery Anode Market Trends

Lithium-ion Batteries to Dominate the Market

  • Lithium plays a crucial role in manufacturing batteries for electric vehicles (EVs). As the key ingredient in rechargeable lithium-ion batteries, lithium's high energy density facilitates extended driving ranges. Recently, the Middle East and Africa have seen a surge in lithium-ion manufacturing units, particularly for battery components like anodes.
  • For example, in July 2024, NextSource Materials announced plans for a new graphite anode plant in Saudi Arabia, focusing on the electric vehicle sector. With an investment exceeding USD 280 million, this venture highlights the company's global expansion strategy. The plant aims to produce 20,000 tonnes of graphite anode active material annually, specifically for lithium-ion batteries, bolstering the region's electric vehicle battery anode market.
  • Similarly, as lithium-ion manufacturing units proliferate in the Middle East and Africa, the demand for anodes is set to rise. In March 2024, Saudi Aramco and the Abu Dhabi National Oil Company teamed up to extract lithium from oilfield brine, signaling Gulf states' ambitions in electric vehicle production and the growing anode demand.
  • In December 2023, SHENZEN LEMI Technology Development Company, with oversight from Nigeria's Federal Ministry of Power and China's Ministry of Ecology and Environment, secured a deal for a USD 150 million lithium-ion battery plant in Nigeria. This project aligns with the Belt and Road Initiative's goals in Africa and global efforts to advance climate technology.
  • Historically, as lithium-ion battery prices have plummeted, the demand for related components like anodes has surged. Bloomberg NEF reported the average lithium-ion battery price in 2023 at USD 139 USD/kWh, marking a fivefold drop since 2014. This price decline suggests a buoyant future for the anode market.
  • Furthermore, electric vehicle adoption has been on the rise in the United Arab Emirates and South Africa. The International Energy Agency noted that 2023 saw electric car sales in these nations hit 29,980 units, a 53.5% leap from the prior year. With other regional countries likely to follow suit in EV demand, the anode market stands to benefit.
  • Given the trends in lithium-ion batteries and anode production, the electric vehicle battery anode market in the Middle East and Africa is poised for growth.

United Arab Emirates to be the Largest Market

  • The United Arab Emirates (UAE) is witnessing a swift embrace of e-mobility, bolstered by government initiatives aimed at curbing carbon emissions from the transportation sector. The government's ambitious goal of having 42,000 electric vehicles (EVs) on the roads by 2030 underscores this commitment.
  • In August 2024, Mullen Automotive, a US-based firm, sealed a deal worth around USD 210 million with UAE's Volt Mobility. As per the agreement, the UAE is set to purchase 3,000 Class 1 and Class 3 electric vehicles by the end of 2025. This uptick in electric vehicles is poised to drive demand for batteries and components like anodes, fueling the market growth.
  • In June 2024, BluSmart, an all-electric ride-hailing platform, made its entry into the UAE. This move establishes BluSmart as the UAE's first-ever 100% electric, premium limousine service, highlighting the nation's commitment to sustainable transport. The anticipated rise in electric vehicle adoption will drive demand for batteries and essential components like anodes.
  • In May 2024, Al Ghurair Motors forged a dealership partnership with European manufacturer TAM-Europe, centering on electric commercial vehicles. This alliance not only emphasizes Al Ghurair Motors' commitment to the UAE's 2050 net-zero emissions goal but also heralds a greener transportation landscape and a thriving market for electric vehicle battery anodes.
  • Electric vehicle sales in the UAE have been on an upward trajectory. Data from the International Energy Agency reveals that 2023 saw sales of 28,900 electric cars in the UAE, marking a staggering 53% jump from the prior year. Given this momentum, the demand for electric vehicles-and by extension, the electric vehicle battery anode market-is poised for significant growth.
  • Given these developments, the electric vehicle battery anode market is set for a robust surge in the coming years.

Middle-East And Africa Electric Vehicle Battery Anode Industry Overview

The Middle East and Africa Electric Vehicle battery anode market is semi-consolidated. Some of the major players (not in particular order) include ICTC Egypt, Total Solution Industries LLC, Panasonic Holdings Corp, Targray, and NMT Electrodes.

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 Government policies supporting adoption of electric vehicles
      • 4.5.1.2 Declining Lithium-ion Battery Prices
    • 4.5.2 Restraints
      • 4.5.2.1 Presence of limited players in the Region
  • 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 Lead Acid Batteries
    • 5.1.2 Lithium-ion Batteries
    • 5.1.3 Other Battery Types
  • 5.2 Material
    • 5.2.1 Lithium
    • 5.2.2 Graphite
    • 5.2.3 Silicon
    • 5.2.4 Others
  • 5.3 Geography
    • 5.3.1 Saudi Arabia
    • 5.3.2 South Africa
    • 5.3.3 United Arab Emirates
    • 5.3.4 Nigeria
    • 5.3.5 Egypt
    • 5.3.6 Qatar
    • 5.3.7 Rest of Middle East and Africa

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 ICTC Egypt
    • 6.3.2 NMT Electrodes
    • 6.3.3 Panasonic Holdings Corp
    • 6.3.4 Total Solution Industries LLC
    • 6.3.5 Gamma Anode
    • 6.3.6 Zinc Egypt
    • 6.3.7 TAQAT Development
    • 6.3.8 NextSource
    • 6.3.9 Emirates Global Aluminium
    • 6.3.10 Targray
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Research & Development in anode material