市場調查報告書
商品編碼
1569771
到 2030 年電動車電池回收市場預測:按電池類型、回收流程、經營模式、電池來源、材料、應用、最終用戶和地區進行的全球分析Electric Vehicle Battery Recycling Market Forecasts to 2030 - Global Analysis By Battery Type, Recycling Process, Business Model, Battery Source, Material, Application, End User and by Geography |
根據 Stratistics MRC 的數據,2024 年全球電動車電池回收市場規模將達到 111.4 億美元,預計在預測期內複合年成長率為 23.8%,到 2030 年將達到 401.1 億美元。
回收電動車(EV)電池是永續交通的重要組成部分,有助於解決與電動車廣泛使用相關的環境問題。隨著電動車 (EV) 需求的增加,越來越需要有效的回收程序來從廢棄電池中回收鋰、鈷和鎳等有價值的材料。重複使用這些材料可以減少對原始資源的需求,並減少電池生產對環境的影響。
根據國際能源總署(IEA)預測,到 2030 年,電動車銷量預計將達到全球汽車銷量的 30%。
人們對電動車的興趣日益濃厚
技術的發展、政府減少溫室氣體排放的努力以及環保意識的提高正在促進世界向電動車的轉變。預計全球電動車市場在不久的將來將迅速擴大,預計電動車最終將在新車銷售中佔據很大比例。需求的激增將增加電池的使用量,並引發人們對如何在整個生命週期中進行管理的擔憂。此外,隨著越來越多的電動車 (EV) 接近其生命週期終點,有效的回收程序對於管理廢棄物和回收有價值的材料至關重要。
電池組成和設計的複雜性
製造電動車電池使用多種材料,包括塑膠、鋁、鈷、鎳和鋰。這些材料中的每一種都具有獨特的特性並且需要回收。由於電池設計因製造商而異,這一事實進一步加劇了這種複雜性。例如,不同品牌的電池具有不同的化學物質和成分,這使得加工和拆卸更加困難。由於這種變化,安全有效的拆除需要特定的工具和知識。此外,這些電池的複雜性增加了人事費用,並在處理時造成安全隱患,因為如果處理不當,它們可能會洩漏危險物質或著火。
電動汽車的快速普及
電動車在全球的激增正在推動對電池回收服務的需求。隨著電動車銷量的持續成長,尤其是在亞太和歐洲等地區,廢棄電池的數量預計將激增。例如,根據 Niti Aayog 的報告,到 2030 年,光是印度就可回收 128 GWh 的鋰離子電池,其中大部分來自電動車領域。此外,不斷成長的市場也為回收商提供了建立能夠有效處理這些電池並提取有價值材料的企業的機會。
與「第二人生」應用程式競爭
許多不再安裝在汽車上的廢棄電動車電池仍然具有相當大的容量。這些電池不是立即回收,而是用於能源儲存解決方案,為二次生命應用創造了一個不斷成長的市場。雖然這種做法可以延長電池組件的使用壽命,但它減少了易於回收的電池數量。此外,隨著公司尋找廢棄電池的替代用途,投資回收基礎設施的緊迫性可能會降低。
由於生產線中斷以及汽車和回收行業大規模停工,新冠肺炎 (COVID-19) 疫情對電動車 (EV) 再生電池市場產生了重大影響。疫情期間嚴格的旅行禁令和封鎖導致工人短缺,導致許多回收設施關閉。結果出現了電池積壓無法處理的情況,電池廢棄物管理本來就很困難。此外,疫情帶來的經濟不確定性導致新電動車市場萎縮,從而限制了進入回收流的電池數量,這也減少了消費者在電動車上的支出。
預計鋰業務將在預測期內成為最大的業務
在電動車(EV)電池回收產業中,鋰電池佔據最大的市場佔有率。這主要是因為鋰對於鋰離子電池至關重要,鋰離子電池是電動車中最常見的電池類型。到2022年,鋰離子電池的市場佔有率約為58.36%,由於其高能量密度、熱穩定性和效率,預計將在電動車(EV)行業佔據主導地位。此外,隨著電動車在世界各地變得越來越流行,從廢棄電池中回收鋰的需求也不斷增加。製造商正在尋求減少對新開採資源的依賴,並盡量減少與鋰採購相關的供應鏈風險。
預計能源儲存系統產業在預測期內複合年成長率最高
在再生電動汽車電池市場中,能源儲存系統領域預計複合年成長率最高。這是由於對永續能源解決方案的需求不斷成長以及將廢棄電動車電池重新用於固定能源儲存而推動的。即使電動車電池耗盡,它仍然有大量剩餘容量,使其適合在將再生能源來源併入電網所需的能源儲存系統中二次使用。此外,由於政府支持電池技術開發和永續性的獎勵,能源儲存系統系統市場預計將成長至超過 45 億美元。
預計亞太地區將佔據電動車電池回收市場的最大佔有率。這項優勢很大程度上得益於電動車在韓國、日本和中國等主要國家的快速普及,產生了大量需要回收的廢棄電池。該地區受益於促進永續實踐和適當處置技術的嚴格政府法規,以及旨在從廢棄電池中回收有價值材料的尖端回收技術的重大投資。此外,擁有強大的製造生態系統和訓練有素的勞動力將提高該地區建立和運作高效回收系統的能力。
電動車電池回收市場預計將在複合年成長率最高的歐洲地區顯著成長。旨在提高該地區電池回收能力和永續性的嚴格法律和指令正在推動這一擴張。該地區的循環經濟工作重點關注廢棄物最小化和資源效率,並為回收基礎設施和技術分配了更多資金。此外,隨著電動車在歐洲越來越受歡迎,廢棄電池將大量生產,需要高效的回收解決方案。
According to Stratistics MRC, the Global Electric Vehicle Battery Recycling Market is accounted for $11.14 billion in 2024 and is expected to reach $40.11 billion by 2030 growing at a CAGR of 23.8% during the forecast period. Recycling the batteries from electric vehicles (EVs) is an essential part of sustainable transportation, helping to solve the environmental issues raised by the growing use of EVs. Effective recycling procedures are becoming more and more necessary in order to recover valuable materials like lithium, cobalt, and nickel from spent batteries as the demand for electric vehicles (EVs) grows. Reusing these materials reduces the need for virgin resources and lessens the environmental impact of battery production.
According to the International Energy Agency (IEA), electric vehicle sales are projected to reach 30% of total global vehicle sales by 2030.
Growing interest in electric cars
Technology developments, government initiatives to reduce greenhouse gas emissions, and environmental awareness are all contributing to the global shift towards electric vehicles. The global EV market is predicted to expand rapidly in the near future, and projections indicate that EV sales may eventually make up a sizeable share of new car sales. This spike in demand causes the quantity of batteries in use to rise, and it also raises concerns about how these batteries are managed throughout their lifecycle. Additionally, effective recycling procedures are essential to managing waste and recovering valuable materials as more electric vehicles (EVs) approach the end of their life cycles.
Complexity of battery composition and design
A range of materials, including plastics, aluminum, cobalt, nickel, and lithium, are used to make EV batteries. Each of these materials has unique characteristics and recycling needs. This complexity is increased by the fact that battery designs differ amongst manufacturers. For example, different brand batteries have different chemistries and configurations that make processing and disassembly more difficult. Due to this variability, safe and efficient disassembly requires specific tools and knowledge. Furthermore, these batteries are complicated, which raises labor costs and creates safety hazards when handling them because mishandled batteries can leak dangerous substances or catch fire.
Quick increase in the use of electric vehicles
The increasing global adoption of electric vehicles is driving up demand for battery recycling services. It is anticipated that the volume of end-of-life batteries will rise sharply as EV sales continue to rise, especially in regions like Asia-Pacific and Europe. According to a Niti Aayog report, for example, by 2030, 128 GWh of lithium-ion batteries will be available for recycling in India alone, with a large share coming from the EV segment. Moreover, the expanding market offers recyclers the chance to set up businesses that can effectively handle these batteries and extract valuable materials.
Rivalry with second-life apps
Even after they can no longer be used in automobiles, many used EV batteries still have a significant amount of capacity. Since these batteries are being used for energy storage solutions instead of being recycled right away, there is a growing market for second-life applications. The number of batteries that are immediately available for recycling decreases, even though this practice can lengthen the lifespan of battery components. Additionally, the urgency of investing in recycling infrastructure may decrease as businesses look for alternate uses for spent batteries.
Due to production line disruptions and widespread shutdowns in the automotive and recycling industries, the COVID-19 pandemic had a major effect on the market for recycled electric vehicle (EV) batteries. Strict travel bans and lockdowns during the pandemic caused a shortage of workers, which resulted in the closure of numerous recycling facilities. This exacerbated already-existing difficulties in managing battery waste by creating a backlog of exhausted batteries that could not be processed. Furthermore, reducing the market for new EVs and, as a result, limiting the amount of batteries entering the recycling stream was the economic uncertainty brought on by the pandemic, which also resulted in lower consumer spending on electric vehicles.
The Lithium segment is expected to be the largest during the forecast period
The lithium segment holds the largest market share in the electric vehicle (EV) battery recycling industry. This is mostly because lithium is essential to lithium-ion batteries, which are the most popular kind of batteries used in EVs. With a market share of roughly 58.36% in 2022, lithium-ion batteries are expected to dominate the electric vehicle (EV) industry due to their high energy density, thermal stability, and efficiency. Moreover, the need for lithium recovery from used batteries has increased due to the growing global adoption of electric vehicles. Manufacturers are trying to lessen their reliance on newly mined resources and minimize supply chain risks related to sourcing lithium.
The Energy Storage Systems segment is expected to have the highest CAGR during the forecast period
The energy storage systems segment is expected to have the highest CAGR in the market for recycled electric vehicle batteries. This is due to the growing need for sustainable energy solutions and the repurposing of used EV batteries for stationary storage applications. When the batteries in electric vehicles run out, they still have a lot of capacity left in them, which makes them good for second-life uses in energy storage systems-which are necessary to incorporate renewable energy sources into the grid. Additionally, the market for energy storage systems is anticipated to grow to a value of over USD 4.5 billion, driven by developments in battery technology and government incentives that support sustainability.
The Asia-Pacific region is anticipated to hold the largest share of the market for recycling electric vehicle batteries. This dominance is mostly due to the quick uptake of electric vehicles in important nations like South Korea, Japan, and China, which has led to a significant amount of used batteries that need to be recycled. The region gains from strict government regulations that promote sustainable practices and appropriate disposal techniques, as well as large investments in cutting-edge recycling technologies targeted at recovering valuable materials from spent batteries. Moreover, having a strong manufacturing ecosystem and a trained labor force improves the area's ability to create and execute efficient recycling systems.
The market for recycling batteries from electric vehicles is expected to grow significantly in the European region, with the highest CAGR. Strict laws and mandates designed to improve the region's capacity for battery recycling and sustainability are the driving forces behind this expansion. The area's dedication to a circular economy places a strong emphasis on waste minimization and resource efficiency, which has led to more funding being allocated to recycling infrastructure and technologies. Additionally, as electric vehicles become more and more popular throughout Europe, a significant amount of end-of-life batteries are produced, this calls for efficient recycling solutions.
Key players in the market
Some of the key players in Electric Vehicle Battery Recycling market include Umicore N.V., Tata Chemicals Limited, Duesenfeld GmbH, EnerSys, Fortum Corporation, Ace Green Recycling, Inc, Contemporary Amperex Technology Co., Limited., BatX Energies Pvt. Ltd., Glencore plc, Li-Cycle Holdings Corp., Andritz AG, Redwood Materials, Inc., Eco-Bat Technologies Ltd., Battery Solutions LLC, GEM Co., Ltd., Exxon Mobil Corp., Snam S.p.A. and Attero Recycling Pvt. Ltd.
In May 2024, EnerSys, the global leader in stored energy solutions for industrial applications, today announced it has entered into a definitive agreement to acquire Bren-Tronics, Inc. in an all-cash transaction of $208 million. The purchase price represents approximately 8.7x Bren-Tronics' adjusted EBITDA for the twelve months.
In February 2024, Tata Chemicals Ltd has announced collaboration with IITB-Monash Research Academy for pioneering research in the perovskite/clean energy domain. This strategic partnership is aimed at advancing sustainable energy transition solutions and fostering cutting-edge innovation in clean energy technologies.
In October 2023, Umicore and AESC, a global leader in the development and manufacturing of high-performance batteries for electric vehicles (EV) and energy storage systems, have signed a ten-year agreement whereby Umicore will supply high-nickel battery materials for the production of EV batteries at AESC's US manufacturing facilities.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.