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1636486

美國電動汽車電池負極：市場佔有率分析、產業趨勢及成長預測（2025-2030）

United States 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 95 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2025年美國電動車電池負極市場規模為2.8億美元，2030年將達7.4億美元，預測期內（2025-2030年）複合年成長率為21.46%。

美國電動車電池負極-市場-IMG1

主要亮點

  • 從中期來看，政府對電池製造的支持措施和投資以及鋰離子電池價格的下降預計將在預測期內推動市場發展。
  • 另一方面，國內負極材料產量不足預計將抑制未來市場成長。
  • 然而，負極材料和高效電解質的持續研究和進展為市場成長提供了有希望的機會。

美國電動車電池負極市場趨勢

鋰離子電池預計將佔較大佔有率

  • 在美國，電動車和插電式混合動力車主要使用鋰離子電池，其化學成分通常與家用電子電器產品不同。電動車廣泛採用此類電池的原因是，與其他電能能源儲存系統相比，它們每單位質量/體積提供更多的能量。它還具有高功率重量比、高能效、高溫性能、長壽命和低自放電等特點。
  • 此外，鋰​​離子電池材料價格的下降對電動車電池製造商來說是有利的。隨著電動車鋰離子電池產量的擴大，其製造過程中對負極的需求將會增加。這一趨勢不僅支持了該行業的創新和效率，還加強了電動車電池製造商的國際競爭。
  • 例如，2023年鋰離子電池組的價格將比前一年下降14%，穩定在139美元/kWh。電池價格的下降將使電動車變得更加便宜，從而刺激其採用並增加其在電動車市場中的佔有率。這種需求的增加將導致包括負極在內的電池組件消耗增加，並將刺激技術進步以提高電池性能。
  • 正在進行的研發計劃主要集中於開發用於電動車鋰離子電池的更穩定、更高效的陽極材料，進一步凸顯了陽極需求的預期成長。
  • 例如，2023年12月，美國電池材料公司Sila Nanotechnologies, Inc.與松下合作開發了採用矽負極的電動車電池。 Sila聲稱，與目前鋰離子電池中使用的傳統石墨基陽極相比，其奈米複合矽陽極材料可將續航里程提高20%。
  • 未來，隨著美國對電動車鋰離子電池製造的新投資，負極材料的需求預計將快速成長。例如，2025年6月，埃克森美孚與電動車電池開發商SK On簽署了一份不具約束力的合作備忘錄，從其位於阿肯色州的第一個計劃供應10萬噸美孚鋰。埃克森美孚制定了雄心勃勃的計劃，目標是到 2030 年每年為約 100 萬個電動車電池供應鋰，並加強美國電動車供應鏈。
  • 隨著電動車中擴大採用鋰離子電池以及價格下降，鋰離子電池負極市場預計在未來幾年將大幅成長。

政府措施和電池製造投資將推動市場的前景

  • 近年來，由於政府的支持措施，美國電動車（EV）電池製造迅速成長。這些措施，包括稅收優惠、補貼、津貼和貸款，發揮著至關重要的作用。特別是先進技術汽車製造 (ATVM) 融資計劃等聯邦舉措將資金用於尖端電池技術和製造設施的開發。
  • 隨著電動車銷量的上升，政府可能會採取進一步措施來進一步刺激電池製造。因此，國內對電動車電池負極的需求預計將增加。國際能源總署的資料凸顯了這個趨勢。 2023年，美國電動車銷量將達到139萬輛，較2022年的99萬輛大幅成長。
  • 此外，政府正在積極推動新立法以擴大國內電池製造。這不僅包括電池本身，還包括陽極、陰極和隔膜等重要部件。這些措施旨在加強美國的電動車電池供應鏈並加速向清潔能源的過渡。
  • 例如，2024年4月，澳洲Sicona Battery Technologies公司透露計畫在美國東南部建立矽碳負極材料生產設施。 Sicona 的目標是到 2030 年代初每年生產 26,500 噸，足以為每年超過 325 萬輛電動車提供動力。
  • 此外，政府也推出了多項措施和措施，為電動車需求提供了樂觀的前景。例如，2024年3月，美國推出了關於汽車廢氣排放的新法規，旨在增加電動車銷售並遏制溫室氣體排放。美國環保署（EPA）預計，由於這項規定，2030年至2032年間，30%至56%的新車將是電動車。這與 EPA 先前的預測有所不同，EPA 預測到 2030 年電動車將佔新車銷量的 60%，到 2032 年將上升到 67%。由於這些措施，電動車電池製造的需求預計在未來幾年將進一步增加。
  • 總之，在政府措施和投資支持下，電池製造的發展前景光明。

美國電動車電池負極產業概況

美國電動車電池負極市場正走向半固體。該市場的主要企業（排名不分先後）包括NEI Corporation, Ltd.、Group14 Technologies、Sionic Energy、三菱化學集團公司和LG化學集團。

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
      • 政府對電池製造的措施和投資
      • 電池原物料成本下降
    • 抑制因素
      • 負極材料國內生產缺
  • 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
    • 鉛酸
    • 其他電池類型
  • 材料
    • 鋰
    • 石墨
    • 矽
    • 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
    • NEI Corporation, Ltd.
    • Group14 Technologies
    • Sionic Energy
    • Mitsubishi Chemical Group.
    • Sicona Battery Technologies
    • Targray Industries Inc.
    • Sila Nanotechnologies
    • LG Chemical Group
    • Nexeon ltd
    • Amprius Technologies
  • 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

  • 加大其他負極材料的研發力度
簡介目錄
Product Code: 50003755

The United States Electric Vehicle Battery Anode Market size is estimated at USD 0.28 billion in 2025, and is expected to reach USD 0.74 billion by 2030, at a CAGR of 21.46% during the forecast period (2025-2030).

United States Electric Vehicle Battery Anode - Market - IMG1

Key Highlights

  • Over the medium period, supportive government policies and investments in battery manufacturing, and the decreasing price of lithium-ion batteries are expected to drive the market in the forecast period.
  • On the other hand, insufficient domestic manufacturing of anode materials is expected to restrain market growth in the future.
  • However, ongoing research and advancements in anode materials and efficient electrolytes present promising opportunities for market growth.

United States Electric Vehicle Battery Anode Market Trends

Lithium-ion Battery is Expected to Have a Major Share

  • In the United States, all-electric vehicles and PHEVs predominantly utilize lithium-ion batteries, with chemistries that often differ from those in consumer electronics. The reason behind the drastic adoption of such batteries in electric vehicles is their high energy per unit mass and volume relative to other electrical energy storage systems. They also have a high power-to-weight ratio, high energy efficiency, high-temperature performance, long life, and low self-discharge.
  • Additionally, falling material prices for lithium-ion batteries are proving advantageous for EV battery manufacturers. As production of EV lithium-ion batteries scales up, the demand for anodes in their manufacturing is set to increase. This trend not only signals a boost in innovation and efficiency within the sector but also strengthens the global competitiveness of EV battery manufacturers.
  • For example, in 2023, lithium-ion battery pack prices dropped by 14% from the previous year, settling at USD139/kWh. This decline in battery prices translates to more affordable EVs, spurring adoption and expanding the electric vehicle market share. Such heightened demand will lead to increased consumption of battery components, notably the anode, and propel technological advancements for enhanced battery performance.
  • Ongoing R&D initiatives are focused on developing more stable and efficient anode materials for lithium-ion batteries in electric vehicles, further underscoring the anticipated rise in demand for these anodes.
  • For instance, in December 2023, Sila Nanotechnologies, Inc., a US-based battery materials firm, partnered with Panasonic to craft electric vehicle batteries featuring silicon anodes. Sila claims their nano-composite silicon anode material could offer a 20% range boost over the conventional graphite-based anodes in today's lithium-ion batteries.
  • Looking ahead, with fresh investments pouring into EV lithium-ion battery manufacturing in the United States, the appetite for anode materials is set to surge. For instance, in June 2025, ExxonMobil entered a non-binding memorandum of understanding with SK On, an EV battery developer, to deliver 100,000 metric tons of Mobil Lithium from its inaugural project in Arkansas. ExxonMobil has ambitious plans, targeting lithium supply for approximately 1 million EV batteries annually by 2030, bolstering the U.S. EV supply chain.
  • Given the rising adoption of lithium-ion batteries in electric vehicles and the declining prices, the segment for lithium-ion battery anodes is poised for significant growth in the coming years.

Government Policies and Investments Towards Battery Manufacturing is Expected to Drive the Market

  • In recent years, the United States electric vehicle (EV) battery manufacturing has surged, due to supportive government policies. These policies, encompassing tax incentives, subsidies, grants, and loans, have played a pivotal role. Notably, federal initiatives like the Advanced Technology Vehicles Manufacturing (ATVM) loan program are channeling funds into the development of cutting-edge battery technologies and their manufacturing facilities.
  • With electric vehicle sales on the rise, the government is likely to introduce more policies to further stimulate battery manufacturing. This, in turn, will heighten the demand for EV battery anodes domestically. Data from the International Energy Agency highlights this trend: in 2023, the United States EV car sales reached 1.39 million units, a notable increase from 0.99 million in 2022.
  • Moreover, the government is actively pushing for new legislation to expand domestic battery manufacturing. This includes not just the batteries themselves but also crucial components like anodes, cathodes, and separators. Such moves aim to strengthen America's supply chains for EV batteries and facilitate the transition to clean energy.
  • For example, in April 2024, Sicona Battery Technologies, hailing from Australia, revealed plans for its inaugural silicon-carbon anode materials production facility in the Southeastern U.S. Looking ahead, Sicona targets an annual output of 26,500 tons by the early 2030s, enough to power over 3.25 million electric vehicles each year.
  • Additionally, the government has rolled out multiple initiatives and policies, signaling a bullish outlook on electric vehicle demand. A case in point: in March 2024, the U.S. introduced new regulations on car tailpipe emissions, a move aimed at amplifying EV sales and curbing greenhouse gas emissions. The U.S. Environmental Protection Agency (EPA) projects these regulations could lead to 30 to 56 percent of new cars being electric between 2030 and 2032. This is a shift from the EPA's previous forecast, which anticipated EVs would make up 60 percent of new car sales by 2030, climbing to 67 percent by 2032. Such policies are poised to bolster the demand for electric vehicle battery manufacturing in the coming years.
  • In conclusion, with the backing of government policies and investments, the trajectory for battery manufacturing looks promising.

United States Electric Vehicle Battery Anode Industry Overview

The United States electric vehicle battery anode market is semi-consolidated. Some of the major players in the market (in no particular order) include NEI Corporation, Ltd., Group14 Technologies, Sionic Energy, Mitsubishi Chemical Group., and LG Chemical Group.

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 Government Policies and Investments towards battery manufacturing
      • 4.5.1.2 Decline in cost of battery raw materials
    • 4.5.2 Restraints
      • 4.5.2.1 Insufficient Domestic Manufacturing of Anode Materials
  • 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
    • 5.1.2 Lead-Acid
    • 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

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 NEI Corporation, Ltd.
    • 6.3.2 Group14 Technologies
    • 6.3.3 Sionic Energy
    • 6.3.4 Mitsubishi Chemical Group.
    • 6.3.5 Sicona Battery Technologies
    • 6.3.6 Targray Industries Inc.
    • 6.3.7 Sila Nanotechnologies
    • 6.3.8 LG Chemical Group
    • 6.3.9 Nexeon ltd
    • 6.3.10 Amprius Technologies
  • 6.4 List of Other Prominent Companies
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 The Increasing Research and Development of Other Anode Materials