電動汽車電池正極活性材料市場

Cathode Active Materials for EV Batteries: Commodity Extraction and Use for Six Critical Minerals Used in EV Battery Production, with Global Commercial Market Forecasts, 2024-2033

出版日期: 2024年08月23日 | 出版商:

Guidehouse Insights | 英文 34 Pages; 32 Tables, Charts & Figures | 訂單完成後即時交付

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電動車市場成長，在某些地區（特別是中國）已接近輕型車（LDV）市場的大部分佔有率。中型和重型汽車（MHDV）市場也在擴大脫碳力度，電池電動車（BEV）預計將在許多細分市場的零排放汽車中佔據重要佔有率。 COVID-19大流行已經證明了全球供應鏈的脆弱性，但從2024年到2033年，隨著電動車基礎設施的發展以及脫碳激勵措施在多個市場的普及，汽車市場的電動車選擇預計將繼續增加。尤其是在供應高度依賴中國和亞太地區的全球電池市場，審視關鍵投入非常重要。

對許多觀察家來說，從內燃機汽車到電動車的轉變似乎很快。電動車市場十多年來已經成熟且多元化，生產規模迅速擴大。因此，市場興趣集中在電動車所需的輸入材料上，特別是電池陰極部分使用的陰極活性材料，該材料將電子發送到陽極以放電。隨著電動車電池市場的擴大，市場升溫，包括鋰、鎳和鈷在內的這些材料受到越來越嚴格的審查。

本報告調查了電動車電池正極活性材料市場，並分析了市場挑戰、驅動和限制因素、電動車市場的未來演變以及產業價值鏈。2024年至2033年的需求市場預測按全球地區和礦產類型發布。

The EV market is on an upward trajectory and in some regions, approaching a majority share of the light duty vehicle (LDV) market-most notably in China. The medium and heavy duty vehicle (MHDV) market is also expanding its decarbonization efforts, and battery EVs (BEVs) will likely represent a significant share of zero emissions vehicles in many market segments. Although the COVID-19 pandemic showed the fragility of global supply chains, between 2024 and 2033 the vehicle market should see a continuing increase of electric options as EV infrastructure is built out and decarbonization incentives take hold in multiple markets. Investigating key inputs is invaluable, especially in the global battery market, which relies heavily on China and Asia Pacific for its supply.

The transition from internal combustion engine vehicles to EVs likely seems to have occurred quickly for many observers. Although EV markets have been maturing and diversifying for more than a decade, the increased scale of their production has occurred quickly. As a result, market interest has focused on the input materials needed for EVs-especially the cathode active materials used in the cathode part of the battery that sends electrons to the anode to discharge power. These materials, which include lithium, nickel, and cobalt, have faced increased scrutiny as their markets have heated up with the expansion of the EV battery market.

This Guidehouse Insights report analyzes the global markets for EVs, EV batteries, and the component materials for their cathodes. It provides an analysis of market issues, drivers, barriers, evolutions coming to the EV market, and an industry value chain. Market forecasts for demand, segmented by global region and mineral type, are provided for the period 2024-2033.

1. Executive Summary

1.1 Market Overview
1.2 Market Forecasts

2. Market Issues

2.1 Drivers
- 2.1.1 EV Demand
- 2.1.2 New Mineral Sources
- 2.1.3 Free Trade Agreements
2.2 Barriers
- 2.2.1 Local Manufacturing Rules
- 2.2.2 Emerging Battery Chemistries
- 2.2.3 Trade Wars
2.3 Pricing
2.4 Other Business Issues
- 2.4.1 Battery Recycling
- 2.4.2 Alternative Battery Chemistries

3. Industry Value Chain

3.1 Competitive Landscape
- 3.1.1 Merger & Acquisition Activities
- 3.1.2 Business Model Evolution

4. Market Forecasts

4.1 Introduction
4.2 Methodology
4.3 Market Forecasts
- 4.3.1 LDV Sales
- 4.3.2 MHDV Market
- 4.3.3 Battery Market Share
- 4.3.4 Critical Battery Materials Demand

5. Conclusions and Recommendations

5.1 Three Big Takeaways
5.2 Recommendations
- 5.2.1 Battery Manufacturers
- 5.2.2 Government Policymakers
- 5.2.3 Battery Recyclers
- 5.2.4 Mineral Miners