市場調查報告書
商品編碼
1569750
2030 年永續電池材料市場預測:按產品類型、材料來源、生產方法、應用和地區進行的全球分析Sustainable Battery Materials Market Forecasts to 2030 - Global Analysis By Type, Material Source, Production Method, Application and By Geography |
根據Stratistics MRC的數據,2024年全球永續電池材料市場規模為482.8億美元,預計到2030年將達到743.4億美元,預測期內複合年成長率為8.2%。
永續電池材料是指電池中使用的資源是環保的、可再生的,並且在整個生命週期中對生態系統影響很小。這些材料旨在減少對有限和危險資源的依賴,最大限度地減少污染和廢棄物,並促進回收和再利用。目標是提高電池性能,同時支持長期環境和社會永續性。
根據太陽能產業協會統計,2023年第一季美國太陽能產業總設備容量約為6.1 GW-DC。
電動車 (EV) 需求不斷成長
隨著電動車 (EV) 變得越來越流行,製造商正在尋求傳統電池材料的永續替代品,重點是減少對環境的影響並提高效率。這種轉變將推動對鋰、鈷和鎳等永續來源材料以及固態電池和回收電池等創新解決方案的需求。這將導致這些材料的研發和生產投資增加,刺激市場擴張,並有助於更廣泛地推動綠色汽車技術的發展。
回收基礎設施有限
永續電池材料的回收基礎設施有限,為廢棄舊電池的管理帶來了挑戰。回收設施和技術不足導致鋰、鈷和鎳等有價值材料的回收效率低下,從而增加了成本和環境影響。基礎設施的缺乏也限制了對電池技術的投資,並限制了回收材料的整體供應,從而阻礙了市場的成長,並阻礙了電池產業邁向更永續和循環經濟的進步。
可再生能源產業的成長
隨著太陽能和風能等可再生能源的使用不斷擴大,對能源儲存系統系統應對電源波動的需求不斷成長。需求的激增推動了對由鋰、鈷和鎳等永續材料製成的先進電池的需求。電池技術的新興市場專注於提高效率和最大限度地減少對環境的影響,這進一步刺激了市場的成長。此外,減少碳排放和確保負責任地採購電池材料的全球運動正在支持永續能源解決方案領域的擴張。
生產成本高
永續電池材料的高生產成本是由於提取和加工鋰、鈷和鎳等稀有和特殊元素的高成本造成的。此外,提高效率和永續性所需的先進技術也導致成本上升。與傳統替代品相比,這些高昂的生產成本可能會降低永續電池的競爭力,並限制市場成長。因此,採用將受到阻礙,並向綠色能源解決方案的過渡將被推遲。
COVID-19 的影響
COVID-19 擾亂了供應鏈、減緩了生產並增加了原料成本,從而影響了永續電池材料市場。疫情導致對綠色技術的投資減少,並減緩了新型永續材料的開發。但隨著政府和企業在復甦計畫中優先考慮韌性和永續性,清潔能源解決方案的推動也加速了。對可再生能源和綠色技術的關注正在加強對永續電池材料的長期需求。
再生材料產業預計將在預測期內成為最大的產業
預計再生材料領域將在整個預測期內獲得最大的市場佔有率。回收材料透過減少對原始資源的依賴並最大限度地減少對環境的影響,在永續電池生產中發揮重要作用。使用回收的鋰、鈷和鎳可以降低生產成本並節省自然資源。它還減少了與採礦和加工相關的環境足跡。採用回收材料不僅支持循環經濟,也使電池技術更具永續性,從長遠來看更環保和經濟可行。
預計綠色製造領域在預測期內複合年成長率最高
綠色製造領域預計將以最高的複合年成長率成長。永續電池材料的綠色製造方法著重於透過節能製程和廢棄物最小化來減少對環境的影響。透過最佳化製造流程和確保原料的道德採購,綠色製造旨在提高永續性並減少電池製造的碳排放,使能源儲存產業整體上更加環保,並支持您的目標。
由於對電動車(EV)、可再生能源儲存的需求不斷增加以及政府推廣綠色技術的舉措,預計亞太地區將在預測期內佔據最大的市場佔有率。中國、日本和韓國等國家是主要參與者,它們大力投資先進電池技術和永續實踐。該地區專注於採購和開發環保材料、改進回收流程並減少對關鍵原料的依賴。這一趨勢是由日益增強的環保意識和支持能源儲存解決方案永續性的嚴格法規結構所推動的。
由於電動車(EV)採用的快速成長、可再生能源儲存的進步以及政府對綠色技術的大力支持,預計北美在預測期內的複合年成長率最高。在激勵措施、研發資金和更嚴格的環境法規的推動下,美國和加拿大正在主導綠色電池材料的開發和實用化。這包括投資國內關鍵礦物的開採、創新的回收方法和替代材料的進步。該地區也致力於減少碳足跡和加強供應鏈的永續性。
According to Stratistics MRC, the Global Sustainable Battery Materials Market is accounted for $48.28 billion in 2024 and is expected to reach $74.34 billion by 2030 growing at a CAGR of 8.2% during the forecast period. Sustainable battery materials refer to resources used in batteries that are environmentally friendly, renewable, and have a lower ecological impact throughout their lifecycle. These materials aim to reduce dependence on finite and harmful resources, minimize pollution and waste, and promote recycling and reuse. The goal is to enhance battery performance while supporting long-term environmental and social sustainability.
According to the Solar Energy Industries Association, the United States solar industry installed a total capacity of around 6.1 gigawatts-direct current in the first quarter of 2023.
Rising demand for electric vehicles (EVs)
As EV adoption increases, manufacturers seek sustainable alternatives to traditional battery materials, focusing on reducing environmental impact and improving efficiency. This shift boosts the demand for materials like lithium, cobalt, and nickel sourced through sustainable practices, as well as for innovative solutions such as solid-state and recycled batteries. Consequently, investments in research & development, and production of these materials rise, fueling market expansion and contributing to the broader push for greener automotive technologies.
Limited recycling infrastructure
Limited recycling infrastructure for sustainable battery materials creates challenges in managing end-of-life batteries. Inadequate facilities and technologies for recycling lead to inefficiencies in recovering valuable materials like lithium, cobalt, and nickel, increasing costs and environmental impact. This lack of infrastructure also discourages investment in battery technologies and limits the overall supply of recycled materials, stifling market growth and hindering progress towards a more sustainable and circular economy in the battery sector.
Growing renewable energy sector
With the growing use of renewable energy sources like solar and wind, there is a rising need for energy storage systems to handle fluctuating power supply. This surge in demand boosts the requirement for advanced batteries made from sustainable materials, including lithium, cobalt, and nickel. Developments in battery technology focus on improving efficiency and minimizing environmental impact, which further stimulates market growth. Moreover, the global drive to lower carbon emissions and ensure responsible sourcing of battery materials supports the expansion of the sustainable energy solutions sector.
High production costs
High production costs in sustainable battery materials stem from the expensive extraction and processing of rare or specialized elements like lithium, cobalt, and nickel. Additionally, advanced technologies required for enhancing efficiency and sustainability contribute to elevated costs. These high production expenses can limit market growth by making sustainable batteries less competitive compared to traditional alternatives. This, in turn, hampers widespread adoption and slows the transition to greener energy solutions.
Covid-19 Impact
Covid-19 impacted the sustainable battery materials market by disrupting supply chains, delaying production, and increasing raw material costs. The pandemic led to reduced investment in green technologies and slowed the development of new sustainable materials. However, it also accelerated the push for cleaner energy solutions as governments and companies prioritized resilience and sustainability in their recovery plans. The focus on renewable energy and green technologies has strengthened long-term demand for sustainable battery materials.
The recycled materials segment is expected to be the largest during the forecast period
The recycled materials segment is predicted to secure the largest market share throughout the forecast period. Recycled materials play a crucial role in sustainable battery production by reducing reliance on virgin resources and minimizing environmental impact. Using recycled lithium, cobalt, and nickel helps lower production costs and conserve natural resources. It also reduces the environmental footprint of mining and processing. Incorporating recycled materials not only supports the circular economy but also enhances the sustainability of battery technologies, making them more eco-friendly and economically viable in the long term.
The green manufacturing segment is expected to have the highest CAGR during the forecast period
The green manufacturing segment is expected to grow at the highest CAGR. Green manufacturing production methods in sustainable battery materials focus on reducing environmental impact through energy-efficient processes and minimizing waste. By optimizing manufacturing processes and ensuring ethical sourcing of raw materials, green manufacturing aims to enhance sustainability and lower the carbon footprint of battery production, supporting the overall goal of a more eco-friendly energy storage industry.
Asia Pacific is expected to have the largest market share during the forecast period driven by increasing demand for electric vehicles (EVs), renewable energy storage, and government initiatives promoting green technologies. Countries like China, Japan, and South Korea are major players, investing heavily in advanced battery technologies and sustainable practices. The region is focusing on sourcing and developing eco-friendly materials, improving recycling processes, and reducing reliance on critical raw materials. This trend is bolstered by rising environmental awareness and stringent regulatory frameworks supporting sustainability in energy storage solutions.
North America is projected to witness the highest CAGR over the forecast period, owing to the surge in electric vehicle (EV) adoption, advancements in renewable energy storage, and robust governmental support for green technologies. The U.S. and Canada are leading efforts to develop and implement eco-friendly battery materials, driven by incentives, research funding, and stricter environmental regulations. This includes investments in domestic mining of critical minerals, innovative recycling methods, and advancements in alternative materials. The region is also focusing on reducing carbon footprints and enhancing supply chain sustainability.
Key players in the market
Some of the key players profiled in the Sustainable Battery Materials Market include Tesla Inc., CATL (Contemporary Amperex Technology Co. Limited), LG Energy Solution, Panasonic Corporation, BYD Company, Samsung SDI, BASF SE, Johnson Matthey PLC, Brookfield Renewable Partners, AESC (Automotive Energy Supply Corporation), Northvolt, Umicore, Albemarle Corporation, SQM (Sociedad Quimica y Minera de Chile), Livent Corporation, Lithium Americas Corporation, Talon Metals Corporation, MP Materials Corporation, Ganfeng Lithium Corporation and Green Li-ion.
In April 2024, Panasonic Energy announced plans to establish a new research and development (R&D) facility in Japan aimed at advancing battery production technologies. This initiative underscores Panasonic's commitment to strengthening its position in the rapidly evolving energy storage market, particularly in the electric vehicle (EV) and renewable energy sectors.
In April 2024, Green Li-ion launched its first commercial-scale installation to produce sustainable, battery-grade materials, the first of its kind in North America. The facility utilizes advanced technologies to enhance the efficiency and sustainability of battery material production. This includes cutting-edge recycling techniques and innovations in material processing.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.