市場調查報告書
商品編碼
1569872
2030 年電池級鎳市場預測:按類型、來源、通路、應用、最終用戶和地區進行的全球分析Battery Grade Nickel Market Forecasts to 2030 - Global Analysis By Type (Electrolytic Nickel, Nickel Ball, Nickel Block, Nickel Powder and Other Types), Source, Distribution Channel, Application, End User and By Geography |
根據 Stratistics MRC 的數據,全球電池級鎳市場在預測期內將以 9.3% 的複合年成長率成長。
電池級鎳是專門為電動車和可再生能源儲存的鋰離子電池而製造的高純度鎳。它的純度通常為 99.8% 或更高,最大限度地減少可能損害電池性能的雜質。這種鎳通常被加工成硫酸鎳和氫氧化鎳,這是電池正極所必需的。鎳品質對於提高能量密度、效率和整體可靠性至關重要,使其成為改善電池技術和永續性的重要元素。
電動車 (EV) 需求增加
隨著電動車製造商尋求提高能量密度和擴大續航里程,對富鎳電池,特別是鎳鈷錳(NCM)和鎳鈷鋁(NCA)化學電池的需求正在迅速增加。這一趨勢是由消費者對永續交通的偏好以及政府促進電動車採用的獎勵所推動的。因此,電池級鎳的需求預計將增加,從而影響定價、生產以及採礦和加工能力的投資。
供應鏈挑戰
市場面臨多項供應鏈挑戰,包括地緣政治緊張局勢和有限的採礦能力。環境法規和永續性問題使鎳礦開採變得更加複雜,常常導致生產延誤。此外,鎳蘊藏量集中在特定地區,因此很容易受到這些地區供應中斷的影響,可能會對全球供應產生重大影響。高效率的物流和運輸問題也可能妨礙及時配送,導致潛在的供不應求,影響市場成長。
不斷成長的可再生能源產業
可再生能源產業的擴張正在對市場產生重大影響。隨著太陽能和風能日益普及,高性能的電池,尤其是使用富鎳化學物質的電池,對於穩定能源供應和提高電網可靠性至關重要。隨著製造商尋求開發先進的儲能系統以支援可再生能源的整合,這種需求正在推動對鎳生產的投資。最終,這一趨勢將促進永續能源實踐並進一步擴大電池市場。
與替代材料的競爭
與替代材料的競爭是市場上的一個問題。隨著製造商尋求經濟高效且永續的選擇,磷酸鋰鐵(LFP) 和固態電池等替代材料越來越受歡迎。這些材料具有不同的性能特性,例如提高安全性和減少對環境的影響。因此,隨著企業尋求電池化學成分多樣化並減少對傳統來源的依賴,鎳的需求可能面臨壓力。
COVID-19 大流行擾亂了供應鏈並降低了產能,對市場產生了重大影響。由於營運停工和勞動力短缺,採礦和加工作業被推遲,導致鎳供應暫時下降。此外,由於電動車行業的需求波動,市場變得不穩定。然而,隨著經濟重新開放和電動車採用率激增,市場開始復甦,凸顯了電池產業的彈性。此次疫情最終凸顯了強而有力的供應鏈策略對未來穩定的重要性。
預計鎳球細分市場在預測期內將是最大的
預計鎳球細分市場在預測期內將佔據最大的市場佔有率。其均勻的尺寸和成分提高了鎳處理的效率並確保電池應用中的穩定性能。隨著電動車和可再生能源儲存需求的成長,鎳球因其能夠最佳化電池技術的能量密度和壽命而變得越來越受歡迎。這一趨勢凸顯了鎳球在滿足電池產業不斷變化的需求方面的重要性。
家用電子電器產業預計在預測期內複合年成長率最高
家用電子電器產業預計在預測期內複合年成長率最高。富鎳電池提供了為這些設備供電所必需的能量密度和使用壽命。隨著家用電子電器不斷發展,功能不斷增加,對高效能、輕質電池的需求正在推動對電池級鎳的需求。這一趨勢凸顯了鎳在提高行動科技和消費者便利性方面所發揮的重要作用。
預計北美地區在預測期內將佔據最大的市場佔有率。隨著主要汽車製造商轉向永續實踐,對電池用高品質鎳的需求正在增加。隨著北美地區注重在地採購並減少對海外供應商的依賴,國內鎳生產和加工的投資進一步加速。此外,政府的支持政策和激勵措施正在促進創新,並使該地區成為全球電池供應鏈的關鍵參與者。
在快速都市化和基礎設施計劃的推動下,亞太地區預計將在預測期內實現最高成長率。電動車的快速普及是電池級鎳市場成長的主要催化劑。電池技術的創新改進了配方,鎳含量更高,從而提高了電池性能。這種趨勢在廣泛用於電動車的鋰離子電池中尤其明顯。
According to Stratistics MRC, the Global Battery Grade Nickel Market is growing at a CAGR of 9.3% during the forecast period. Battery grade nickel is a high-purity form of nickel specifically produced for use in lithium-ion batteries, particularly for electric vehicles and renewable energy storage. Typically featuring a purity of 99.8% or higher, it minimizes impurities that could compromise battery performance. This nickel is commonly processed into nickel sulfate or nickel hydroxide, essential for battery cathodes. Its quality is critical for enhancing energy density, efficiency, and overall reliability, making it a vital component in advancing battery technology and sustainability.
Increased demand for electric vehicles (EVs)
As EV manufacturers strive for higher energy densities and longer ranges, the need for nickel-rich batteries, particularly nickel-cobalt-manganese (NCM) and nickel-cobalt-aluminum (NCA) chemistries, has surged. This trend is driven by consumer preferences for sustainable transportation and government incentives promoting EV adoption. Consequently, the demand for battery-grade nickel is expected to rise, influencing pricing, production, and investment in mining and processing capabilities.
Supply chain challenges
The market faces several supply chain challenges, including geopolitical tensions and limited mining capacity. Environmental regulations and sustainability concerns further complicate nickel extraction, often leading to delays in production. Additionally, the concentration of nickel reserves in specific regions creates vulnerabilities, as disruptions in these areas can significantly impact global supply. Efficient logistics and transportation issues also hinder timely distribution, resulting in potential shortages that could affect the growth of the market.
Growing renewable energy sector
The growing renewable energy sector is significantly impacting the market. With the increasing adoption of solar and wind power, high-performance batteries, particularly those using nickel-rich chemistries, are essential for stabilizing energy supply and enhancing grid reliability. This demand drives investments in nickel production, as manufacturers seek to develop advanced storage systems that can support renewable integration. Ultimately, this trend promotes sustainable energy practices and further expands the battery market.
Competition from alternative materials
Competition from alternative materials poses a challenge in the market. As manufacturers explore cost-effective and sustainable options, alternatives like lithium iron phosphate (LFP) and solid-state batteries gain traction. These materials offer different performance characteristics, such as enhanced safety and lower environmental impact. Consequently, the demand for nickel may face pressure as companies seek to diversify battery chemistries and reduce reliance on traditional sources.
The COVID-19 pandemic significantly impacted the market by disrupting supply chains and reducing production capacity. Lockdowns and labor shortages led to delays in mining and processing operations, causing a temporary decline in nickel availability. Additionally, fluctuating demand from the electric vehicle sector created market volatility. However, as economies reopened and EV adoption surged, the market began to recover, highlighting the resilience of the battery industry. The pandemic ultimately underscored the importance of robust supply chain strategies for future stability.
The nickel ball segment is projected to be the largest during the forecast period
The nickel ball segment is projected to account for the largest market share during the projection period. Their uniform size and composition enhance the efficiency of nickel processing, ensuring consistent performance in battery applications. As demand for electric vehicles and renewable energy storage grows, nickel balls are increasingly favored for their ability to optimize energy density and longevity in battery technologies. This trend underscores the importance of nickel balls in meeting the evolving needs of the battery industry.
The consumer electronics segment is expected to have the highest CAGR during the forecast period
The consumer electronics segment is expected to have the highest CAGR during the extrapolated period. Nickel-rich batteries offer the energy density and longevity essential for powering these gadgets. As consumer electronics continue to evolve with enhanced functionalities, the need for efficient and lightweight batteries drives demand for battery-grade nickel. This trend emphasizes the critical role of nickel in advancing portable technology and consumer convenience.
North America region is expected to hold the largest share of the market during the forecast period. As major automakers shift towards sustainable practices, the demand for high-quality nickel for batteries is on the rise. North America's focus on local sourcing and reducing dependence on foreign suppliers further accelerates investment in domestic nickel production and processing. Additionally, supportive government policies and incentives are fostering innovation, positioning the region as a key player in the global battery supply chain.
Asia Pacific is expected to register the highest growth rate over the forecast period driven by Rapid urbanization and infrastructure projects. The rapid adoption of electric vehicles is a primary catalyst for the growth of the battery-grade nickel market. Innovations in battery technology are leading to improved formulations that utilize higher nickel content, thereby enhancing battery performance. This trend is particularly evident in lithium-ion batteries, which are extensively used in EVs.
Key players in the market
Some of the key players in Battery Grade Nickel market include Vale S.A.,, BHP Group, Glencore, Sumitomo Metal Mining Co., Ltd., Umicore, LG Chem, Nissan Chemical Corporation, Jinchuan Group International Resources Co. Ltd., Eurasian Resources Group, Nickel Asia Corporation, Panasonic Corporation, Tesla, Inc., SAFT Groupe S.A., Ammtec and Nippon Mining & Metal Co., Ltd.
In March 2024, Panasonic announced a joint venture with Indian Oil Corporation (IOC) to manufacture lithium-ion batteries and energy storage systems in India. This partnership aims to meet the growing demand for batteries in various applications, including consumer electronics and electric vehicles. The joint venture will focus on cylindrical lithium-ion batteries, which are suitable for a wide range of uses, including watch batteries.
In January 2024, Panasonic introduced a new battery technology that aims to disrupt the industry by offering lower production costs, increased performance, and eco-friendliness. Although primarily aimed at electric vehicles, this technology could also influence the design and efficiency of smaller batteries used in watches.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.