永續性對炭黑的影響（直到2044年）

主要功能

• 預計到2023年，永續炭黑的市場總規模將達到每年 117萬噸，預計到2033年將超過 100萬噸。
• 目前，全球新輪胎生產中使用的炭黑中只有不到 1%是永續性炭黑，但預計到2033年將高達 7%。

每年產生 10億條報廢輪胎（ELT），包括輪胎中的主要補強材料炭黑，210 多種輪胎原料的68%是化石來源。炭黑和輪胎產業在未來幾年將面臨挑戰，要開發出真正與循環經濟發展相符的產品，滿足永續發展要求，並在2050年實現二氧化碳淨零排放。

本報告針對全球炭黑市場進行研究分析，並提供永續炭黑技術的最新資訊。還重點關注輪胎行業對報廢輪胎（ELT）中永續性炭黑的使用及其對實現淨零排放的影響。

目錄

執行摘要

簡介及研究方法

產業驅動因素與趨勢

• 簡介
• 產業驅動因素與趨勢
• 最新永續發展技術概述
• 使用者要求
• 地區差異
• 爐法炭黑產業現況及永續發展狀況
• 世界熔爐短缺
• 法規與預期發展

甲烷熱解炭黑的開發

• 簡介
• 甲烷熱解炭黑企業
  • 巨石
• 甲烷熱解炭黑的永續性
  • 二氧化碳當量排放
• 生物衍生材料及回收材料
• 純度
• 市場、供給與需求
• 價格

回收炭黑的開發

• 回收炭黑簡介
• 回收的rCB 規格
  • 一貫性
  • 粒徑，D97
  • 甲苯透過率，D1618
  • 灰分含量
  • 橡膠界面活性劑，D8491
  • 二氧化矽
  • 含木炭
  • 揮發性物質，PAH
  • 污染物
  • 粉碎和造粒規格
• 回收炭黑的永續性
  • 二氧化碳當量排放
  • 生物/再生材料
  • 純度
  • 炭黑市場復甦
  • 需求和供應
  • 價格
• 回收炭黑公司
  • BB&G AWES
  • Black Bear Carbon
  • Bolder Industries
  • Circtec Group
  • Contec
  • Delta Energy (New name TBD)
  • Ecolomondo
  • Ecotr
  • Elysium Nordic
  • Enrestec
  • G3C Technologies
  • Kal Tire
  • New Energy
  • Klean Technologies Inc.
  • LD Carbon
  • Polimix Ambiental
  • PRTI
  • Pyrum Innovations AG
  • Reoil
  • Scandinavian Enviro
  • Stadtwerke Osnabruck
  • Wastefront
  • Waverly Carbon

再生炭黑

• 簡介
• 再生炭黑公司
• 二氧化碳當量排放
• 生物/再生材料
• 純度
• 循環炭黑市場
  • 需求和供應
  • 價格

圓形炭黑的開發

• 簡介
• 循環炭黑公司
  • Cabot
  • Orion Engineered Products
  • BlackCycle Project
  • Korean Blackcycle project
• 循環型炭黑的永續性
  • 二氧化碳當量排放
  • 生物/再生材料
  • 純度
• 循環型炭黑市場
  • 需求和供應
  • 價格

監理環境與未來展望

• 永續炭黑概述
• 應用範圍
• 輪胎應用
• MRG 的使用
• 著色的使用
• 塑膠應用
• 塗層應用
• 潛在好處
• 永續炭黑成長之路
• 其他永續橡膠填料
  • 炭黑（木材熱解）
  • 木質素填充物（Suncor木質素）
  • 稻殼二氧化矽（TRL-6，到2025年可能成為 TRL7）
  • CarbonX 長絲
  • 奈米碳管、石墨烯
  • CO2 炭黑（噪音製程）
• 炭黑對減少 CO2e 排放的貢獻
• 展望
  • 市場供應情況
  • 價格體系
• 監理合規狀態
  • REACH
  • 其他國際法規
  • 材料處置狀況

附錄

Key Features:

• The total sustainable carbon black market in 2023 is estimated at 117ktpa and projected to be more than 1 million tonnes in 2033
• Less than 1% of all carbon black used today in new tire production globally is sustainable carbon black, by 2033 up to 7% usage is anticipated

One billion end-of-life tires (ELTs) are generated each year, and 68% of the 210+ raw materials in tires are fossil-based, including carbon black, the main reinforcing material in tires. The carbon black and tire industries face daunting challenges in coming years to develop products that truly fit the circular economy's development, meet sustainability requirements, and reduce CO2 emissions on the way to net zero by 2050.

Definition:

This report provides a comprehensive update on sustainable carbon black technology, and benchmarks the four leading developments in sustainable carbon blacks (methane, recovered, renewable and circular carbon blacks), as well as competing alternative sustainable tire fillers. With 74% of the global carbon black market used in tires (PCR, LTR, TBR and OTR), the report is primarily focused on the tire industry's use of sustainable carbon blacks from end-of-life tires (ELTs), and how that affects both the tire and carbon black industries' efforts to be net zero by 2050.

Key Questions:

• How has the industry for sustainable carbon black progressed in recent years?
• What factors are disrupting raw material supply chains for natural rubber and carbon black?
• What are the future market dynamics and regulatory outlook for sustainable carbon black to 2044?
• Who are the market leaders in traditional and sustainable carbon black production?
• What are the key challenges and opportunities for carbon black producers over the next two decades?

Table of Contents

Executive summary

Introduction and methodology

• Report scope
• Report objective
• Methodology
• List of definitions
• Acknowledgements

Industry drivers and trends

• Introduction
• Industry drivers and trends
  • Tire industry sustainability targets
• Summary of latest sustainability technology
  • Carbon black technology
  • Silica technology
  • The carbon footprint of car types
• User requirements
• Regional differences
• State of the furnace carbon black industry and status of sustainability
• Global furnace black shortages
• Regulations and likely developments

Methane pyrolysis carbon black developments

• Introduction
• Methane pyrolysis carbon black companies
  • Monolith
• Sustainability of methane pyrolysis carbon black
  • CO2e emissions
• Biogenic and recycled content
• Purity
• Market, Supply and demand
• Pricing

Recovered carbon black developments

• Introduction to recovered carbon black
• Recovered rCB Specifications
  • Consistency
  • Particle Size, D97
  • Toluene Transmittance, D1618
  • Ash content
  • In-rubber Surface Activity, D8491
  • Silica
  • Char content
  • Volatiles and PAH's
  • Contaminants
  • Milling and granulation specs
• Sustainability of recovered carbon black
  • CO2e emissions
  • Biogenic or recycled content
  • Purity
  • Market for recovered carbon black
  • Supply and demand
  • Pricing
• Recovered carbon black companies
  • BB&G AWES
  • Black Bear Carbon
  • Bolder Industries
  • Circtec Group
  • Contec
  • Delta Energy (New name TBD)
  • Ecolomondo
  • Ecotr
  • Elysium Nordic
  • Enrestec
  • G3C Technologies
  • Kal Tire
  • New Energy
  • Klean Technologies Inc.
  • LD Carbon
  • Polimix Ambiental
  • PRTI
  • Pyrum Innovations AG
  • Reoil
  • Scandinavian Enviro
  • Stadtwerke Osnabruck
  • Wastefront
  • Waverly Carbon

Renewable carbon black

• Introduction
• Renewable carbon black companies
• CO2e emissions
• Biogenic or recycled content
• Purity
• Market for circular carbon black
  • Demand and supply
  • Pricing

Circular carbon black developments

• Introduction
• Circular carbon black companies
  • Cabot
  • Orion Engineered Products
  • BlackCycle Project
  • Korean Blackcycle project
• Sustainability of Circular carbon black
  • CO2e emissions
  • Biogenic or recycled content
  • Purity
• Market for circular carbon black
  • Demand and supply
  • Pricing

Regulatory environment and future outlook

• Overview of sustainable carbon blacks
• Application coverage
• Tire applications
• MRG applications
• Coloring applications
• Plastic applications
• Coating applications
• Potential upsides
• Growth pathways for sustainable carbon blacks
• Other types of sustainable rubber fillers
  • Wood carbon black (Wood pyrolysis)
  • Lignin filler (SunCoal lignin)
  • Rice-husk silica (TRL-6, potentially TRL 7 by 2025)
  • CarbonX filaments
  • Carbon nanotubes, Graphenes
  • CO2 carbon black (Noyes process)
• Contribution to reducing carbon black CO2e emissions
• Outlook
  • Market availability
  • Pricing structure
• Status of regulatory compliance
  • REACH
  • Other global regulations
  • Waste status of materials

Appendix

• Compounding notes and discussion
• Discussion of rCB modification and upgrade methodologies
• Resources and links

List of Figures

• Global carbon black demand by application, 2023, million tons
• Typical furnace black production process
• Sequence of carbon black structure development
• ETRMA's graphic of the tire industry circular economy
• USTMA Climate Policy Positions
• EuRIC MTR's Illustration of a typical
• ELT content of valuable materials for recovery and recycling
• The magic triangle of tire performance
• The use of silica reduces rolling resistance
• Orion Engineered Carbons sustainable carbon blacks
• Lifecycle analysis
• Methane pyrolysis development history
• Monolith plasma reactor process
• Goodyear's ElectricDriveTM GT with Monolith carbon black, May 2023
• Conventional processes to manage ELTs
• Recovered carbon black rCB
• Typical tire pyrolysis mass balance system
• Pyrolysis temperature effect on rCB surface chemistry
• Description of typical non-value added materials in rCB
• Recovered carbon black markets by rCB grades
• Cabot's "Evolve" platform circular carbon blacks
• Black Cycle Project
• Global carbon black consumption by application, 2023, million tons
• Carbon black price index USD/kg and global crude oil price index
• Carbon price versus market size
• Passenger car tire components and typical carbon black ASTM grades
• Relevant dimensions in rubber-filler interactions
• Rubber-filler interaction
• Recovered carbon black rCB modification and upgrade methodologies

List of Tables

• An abbreviated history of carbon black
• Global furnace carbon black demand by type, 2023
• Global furnace carbon black demand by region, 2023-43
• Analysis of major sustainable carbon blacks and their viability
• EV performance requirements
• Delta- 10 yr typical hybrid/EV pcr tire composition by weight
• Tread hybrid/EV pcr tread composition by weight
• Carbon black industry sustainable practices and goals
• Market forecast for methane pyrolysis carbon black, 2023-43
• Bridgestone and Michelin rCB Guidelines
• ASTM D36.70 rCB Classification Proposal
• Recovered carbon black demand by region, 2023-43
• Recovered carbon black companies (alphabetical)
• Renewable carbon black demand by region, 2023-43
• Circular carbon black demand by region, 2023-43
• Overview of sustainable carbon blacks, 2023-43
• Market forecast for all sustainable carbon black types, 2023-43
• Analysis of major sustainable carbon blacks and their viability
• Compounding rules of thumb: Important general filler characteristics for reinforcement
• Reinforcing filler rules of thumb: particle size, aggregate structure, loading and surface activity impacts