市場調查報告書
商品編碼
1569796
2030年電池材料市場預測:按電池類型、材料類型、應用和地區進行全球分析Battery Materials Market Forecasts to 2030 - Global Analysis By Battery Type, Material Type, Application and By Geography |
根據Stratistics MRC的數據,2024年全球電池材料市場規模為632.2億美元,預計預測期內複合年成長率為8.1%,到2030年將達到1008.8億美元。
電池材料是電池中用來儲存和釋放電能的物質。電池材料在決定電池性能、效率和壽命方面發揮著重要作用。鋰、鈷和鎳等電池材料對現代技術至關重要。它們為智慧型手機、筆記型電腦、電動車和可再生能源儲存系統等設備動力來源。例如,鋰離子電池因其高能量密度和長循環壽命而受到重視,這使得它們對於可攜式電子設備和電網儲存至關重要。
根據國際能源協會 (IEA) 的數據,2023 年第一季電動車銷量約為 230 萬輛。根據太陽能產業協會的數據,2023 年第一季美國太陽能產業裝置總設備容量約為 6.1 吉瓦 (DC)。
電動車需求增加
隨著電動車變得越來越流行,對具有長續航里程和短充電時間的高性能電池的需求變得至關重要。這種需求正在推動電池材料的研究和開發,帶來高容量鋰離子電池、固態電池和新型電極材料等創新。例如,磷酸鋰鐵(LFP)和鎳鈷錳(NCM)化學技術的進步提高了電池性能,同時降低了成本。此外,人們越來越關注永續和可回收材料,以減少對環境的影響和對稀缺資源的依賴。
環境和道德問題
電池材料產業面臨重大的環境和道德挑戰,阻礙了其發展和永續性。鋰、鈷和鎳等關鍵材料的開採往往伴隨著森林砍伐、土壤劣化和水污染等環境破壞行為。採礦作業經常剝削勞動力,特別是在開發中國家,工人忍受危險的工作條件和不公平的工資。這引發了有關侵犯人權和缺乏公平勞動實踐的嚴重道德問題。
家電需求不斷成長
隨著這些設備變得越來越複雜,它們需要具有更高能量密度、更長壽命和更快充電能力的電池。製造商正在大力投資研究,以提高這些材料的性能和安全性,旨在滿足消費者不斷成長的期望並支持不斷發展的技術領域。此外,對永續和環保解決方案的推動正在推動回收技術和替代材料的進步,這對於最大限度地減少對環境的影響至關重要。因此,家用電子電器使用量的增加和電池技術的進步相結合,使電池材料產業走上了強勁的成長軌道。
經濟波動
經濟波動對電池材料產業產生重大影響,造成供應鏈、成本和投資的不穩定。經濟疲軟或不穩定可能會減少對電動車(EV)和可再生能源解決方案的需求,從而減少對鋰、鈷和鎳等電池材料的需求。需求下降將導致這些材料的價格下降,為採礦和加工公司維持盈利帶來挑戰。相反,在經濟繁榮時期,電池需求的增加可能會對供應鏈造成壓力,推高價格並導致供不應求。
COVID-19大流行嚴重擾亂了全球電池材料供應鏈並暴露了其脆弱性。這些中斷不僅影響了汽車產業的電動車(EV)生產,也影響了依賴電池的更廣泛的消費性電子產業。此次疫情凸顯了與來源集中和供應鏈薄弱相關的地緣政治和物流風險。此外,隨著經濟開始復甦以及政府推廣綠色技術和可再生能源解決方案,對電池材料的需求激增。因此,這場危機加速了供應鏈多元化、投資永續採礦實踐以及探索替代材料的努力,以確保未來全球供應鏈具有更大的彈性。
鎳氫市場預計將在預測期內成為最大的市場
鎳氫電池領域預計在預測期內將成長最大,為傳統電池化學品提供更有效率、更環保的替代品。鎳氫電池採用氫氧化鎳作為正極,吸氫金屬合金作為負極,由於具有高能量密度、長循環壽命和低環境影響而越來越受歡迎。與前身不同,鎳氫電池不易受記憶效應影響,單位重量能源儲存,使其成為從電動車到家用電器等廣泛應用的理想選擇。
預計負極性部分在預測期內將經歷最高的複合年成長率
陽極產業預計在預測期內複合年成長率最高。負極是電池放電時會發生氧化反應的電極,其效率直接影響電池的容量、壽命和充放電倍率。矽基複合材料和高容量鋰合金等先進材料正在開發中,以取代傳統的石墨陽極。這些創新材料可顯著提高能量密度並提高循環穩定性,使電池能夠儲存更多能量、使用壽命更長、充電速度更快。
在估計期間,亞太地區佔據了最大的市場佔有率。物聯網 (IoT) 和人工智慧 (AI) 等智慧技術的日益普及正在推動更複雜的電池管理系統的發展。這些系統提供即時監控和預測分析,以最佳化電池效能、延長使用壽命並提高安全性。在作為電池製造和創新中心的亞太地區,這種整合正在加速對能夠支援增強功能的先進電池材料的需求。
透過為創新和投資創造支持性環境,預計歐洲地區將在預測期內實現顯著成長。歐盟(EU)推出了歐洲電池聯盟和綠色交易等雄心勃勃的策略,以加強永續電池技術的發展。這些政策包括用於研發的大量資金、稅收優惠以及對製造設施的補貼。此外,旨在確保電池材料的道德採購和回收的法規正在推動該行業朝著更永續的方向發展。透過優先考慮本地生產和減少對進口的依賴,歐洲不僅提高了技術力,而且促進了該地區的經濟成長和創造就業機會。
According to Stratistics MRC, the Global Battery Materials Market is accounted for $63.22 billion in 2024 and is expected to reach $100.88 billion by 2030 growing at a CAGR of 8.1% during the forecast period. Battery materials are the substances used to store and release electrical energy in batteries. They play a crucial role in determining the performance, efficiency, and lifespan of a battery. Battery materials, such as lithium, cobalt, and nickel, are crucial for modern technology. They power a range of devices from smartphones and laptops to electric vehicles and renewable energy storage systems. Lithium-ion batteries, for instance, are valued for their high energy density and long cycle life, making them essential for portable electronics and grid storage.
According to the International Energy Association (IEA), around 2.3 million electric cars were sold in the first quarter of 2023. 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.
Increasing demand for electric vehicles
As EV adoption grows, the need for high-performance batteries that offer longer ranges and quicker charging times becomes crucial. This demand propels research and development in battery materials, leading to innovations such as high-capacity lithium-ion batteries, solid-state batteries, and new electrode materials. For instance, advancements in lithium iron phosphate (LFP) and nickel-cobalt-manganese (NCM) chemistries enhance battery performance while reducing costs. Additionally, the focus on sustainable and recyclable materials is rising, aiming to reduce environmental impact and reliance on rare resources.
Environmental and ethical concerns
The battery materials industry faces significant environmental and ethical challenges that impede its growth and sustainability. Extracting key materials such as lithium, cobalt, and nickel often involves environmentally destructive practices, including deforestation, soil degradation, and water contamination. The mining operations frequently exploit labor, with workers, particularly in developing countries, enduring hazardous conditions and unfair wages. This raises serious ethical concerns about human rights abuses and the lack of fair labor practices.
Growing consumer electronics demand
As these devices become more advanced, they require batteries with higher energy densities, longer lifespans, and faster charging capabilities. Manufacturers are investing heavily in research to enhance the performance and safety of these materials, aiming to meet the growing consumer expectations and support the evolving tech landscape. Additionally, the push for sustainable and eco-friendly solutions is prompting advancements in recycling technologies and alternative materials, which are essential for minimizing environmental impact. Thus, the intersection of increasing consumer electronics usage and advancements in battery technology is driving a robust growth trajectory in the battery materials sector.
Economic fluctuations
Economic fluctuations significantly impact the battery materials sector by creating instability in supply chains, costs, and investment. When economies experience downturns or volatility, demand for electric vehicles (EVs) and renewable energy solutions can wane, leading to reduced need for battery materials like lithium, cobalt, and nickel. This drop in demand can result in lower prices for these materials, making it challenging for mining and processing companies to maintain profitability. Conversely, during economic booms, increased demand for batteries can strain supply chains, driving up prices and creating shortages.
The COVID-19 pandemic significantly disrupted the global battery materials supply chain, revealing its vulnerabilities. These disruptions affected not only the automotive industry's electric vehicle (EV) production but also the broader consumer electronics sector reliant on batteries. The pandemic underscored the geopolitical and logistical risks tied to concentrated supply sources and fragile supply chains. Furthermore, it prompted a surge in demand for battery materials as economies began to recover and governments pushed for green technologies and renewable energy solutions. Consequently, the crisis accelerated efforts to diversify supply chains, invest in sustainable mining practices, and explore alternative materials to ensure greater resilience in future global supply chains.
The Nickel Metal Hydride segment is expected to be the largest during the forecast period
Nickel Metal Hydride segment is expected to be the largest during the forecast period by offering a more efficient and environmentally friendly alternative to traditional battery chemistries. NiMH batteries, which use a nickel oxide hydroxide positive electrode and a hydrogen-absorbing metal alloy negative electrode, are becoming increasingly popular due to their superior energy density, longer cycle life, and reduced environmental impact. Unlike their predecessors, NiMH batteries are less prone to memory effect and can store more energy per unit of weight, making them ideal for applications ranging from electric vehicles to consumer electronics.
The Anode segment is expected to have the highest CAGR during the forecast period
Anode segment is expected to have the highest CAGR during the forecast period. The anode is the electrode where oxidation reactions occur during battery discharge, and its efficiency directly impacts the battery's capacity, longevity, and charge/discharge rates. Advanced materials, such as silicon-based composites or high-capacity lithium alloys, are being developed to replace traditional graphite anodes. These innovative materials offer significantly higher energy densities and improved cycle stability, leading to batteries that can store more energy, last longer, and charge faster.
Asia Pacific region commanded the largest share of the market over the extrapolated period. As smart technologies such as Internet of Things (IoT) and artificial intelligence (AI) become increasingly prevalent, they are driving the development of more sophisticated battery management systems. These systems optimize battery performance, extend lifespan, and improve safety by providing real-time monitoring and predictive analytics. In the Asia Pacific region, which is a hub for battery manufacturing and innovation, this integration is accelerating the demand for advanced battery materials that can support enhanced functionalities.
Europe region is estimated to witness substantial growth during the projected period by creating a supportive environment for innovation and investment. The European Union has introduced ambitious strategies, such as the European Battery Alliance and the Green Deal, to bolster the development of sustainable battery technologies. These policies include substantial funding for research and development, tax incentives, and subsidies for manufacturing facilities. Additionally, regulations aimed at ensuring ethical sourcing and recycling of battery materials are driving the industry towards greater sustainability. By prioritizing local production and reducing dependence on imports, Europe is not only enhancing its technological capabilities but also boosting economic growth and job creation within the region.
Key players in the market
Some of the key players in Battery Materials market include Asahi Kasei Corporation, BASF SE, DuPont de Nemours, Inc, Entek International, Gravita India Limited, Johnson Matthey PLC, Kureha Corporation, Mitsubishi Chemical Corporation and Nichia Corporation.
In January 2024, CATL (Contemporary Amperex Technology Co. Limited) unveiled a new lithium iron phosphate (LFP) battery material that improves energy storage capacity and extends battery life. This development aims to make LFP batteries more competitive with traditional lithium-ion batteries.
In October 2023, BASF announced a partnership with Norilsk Nickel to produce high-purity nickel and cobalt materials for battery production. This collaboration aims to secure a stable supply of critical battery materials and support the growing EV market.
In September 2023, Nanotech Energy and BASF, a leading battery materials producer, partnered to manufacturer lithium-ion batteries with native recycled content and low CO2 footprint in North America. Cathode-active materials made by BASF will be used in Nanotech Energy's lithium-ion battery cells. The companies will also benefit from the bright future of battery materials recycling market.
In April 2023, CATL introduced condensed battery integrated with innovative technologies like ultra-high energy density cathode materials, separators, novel anode materials, etc.
In February 2023, Stratus Materials Inc. developed a suite of cathode active materials for light & medium electric vehicles etc., requiring equivalent performances. Electric Vehicle optimization has addressed all these points as per requirements, thus leading towards their popularity growth across the globe.