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市場調查報告書
商品編碼
1679180
2030 年石墨市場預測:按類型、形式、應用、最終用戶和地區進行的全球分析Graphite Market Forecasts to 2030 - Global Analysis by Type (Natural Graphite and Synthetic Graphite), Form (Powder, Granules, Blocks and Other Forms), Application, End User and By Geography |
根據 Stratistics MRC 的數據,全球石墨市場規模預計在 2024 年達到 78 億美元,到 2030 年將達到 130.09 億美元,預測期內的複合年成長率為 8.9%。
石墨是一種天然存在的結晶質碳,具有高電導性、潤滑性和耐熱性。石墨有天然的,也有合成的;天然石墨是從礦床中開採出來的,而合成石墨則是從富含碳的材料製成的。石墨廣泛用於鋰離子電池負極材料、煉鋼電爐電極、高溫耐火材料等。它也可用作潤滑劑、煞車襯的組成部分以及電子設備中的溫度控管材料。
根據國際能源總署 (IEA) 的數據,到 2030 年道路上的電動車數量預計將從 2020 年的 1,100 萬輛增加到 1.45 億輛。
鋰離子電池需求不斷成長
由於石墨是電池陽極的主要材料,因此對鋰離子電池的需求不斷增加極大地推動了石墨市場的發展。家用電子電器、可再生能源儲存和電動車(EV)的快速成長推動了對高純度石墨的需求不斷增加。這種不斷成長的需求推動了石墨開採、精製和合成石墨的生產。政府和企業也在投資電池供應鏈,增加了對石墨的需求,並鼓勵對尖端電池技術的研究和環保的石墨採購。
環境問題和法規
由於生產成本上升、資源開採受到限制以及供應鏈運作受到監管,環境問題和嚴格的法規阻礙了石墨市場的發展。採礦和加工產業受到更嚴格的排放標準和永續性要求的約束,導致營運延遲和盈利下降。此外,政府關於碳排放和廢棄物處理的法規阻礙了產業擴張和競爭,限制了市場成長。
石墨烯技術的進展
由於對高純度石墨(石墨烯合成的關鍵原料)的需求不斷增加,石墨烯技術的進步正在推動市場的發展。石墨烯卓越的強度、導電性和輕量化特性推動了電子、能源儲存、複合材料和塗料領域的創新。隨著企業在高性能材料、軟性螢幕和超級電容中使用石墨烯,對高品質石墨的需求日益成長。為了滿足不斷成長的市場需求,人們鼓勵對採礦、精製和合成製造進行投資,從而提高了石墨的價值。
供應鏈約束
石墨產業供應鏈限制導致原料短缺、生產延遲和成本上升,阻礙了成長。採礦、運輸和加工中斷將影響石墨的供應,進而影響電子、鋼鐵和電動車電池等產業。出口限制和地緣政治不穩定加劇了供應問題。這些限制導致價格波動並迫使企業尋找替代來源,進而影響市場穩定和長期規劃。
COVID-19 的影響
COVID-19 疫情造成供應鏈瓶頸、採礦活動減少和工業需求下降,擾亂了亞太地區的石墨市場。停工影響了電動車生產和鋼鐵製造,這兩個產業都是石墨的主要消費產業。然而,疫情後的復甦、鋰離子電池需求的成長以及政府對清潔能源的舉措推動了市場成長,穩定了供應鏈並鼓勵了對石墨生產和加工的新投資。
預計潤滑油市場在預測期內將佔據最大佔有率
由於石墨具有優異的潤滑性、熱穩定性和抗極壓性,因此預計潤滑劑部分將在預測期內佔據最大的市場佔有率。石墨基潤滑劑廣泛應用於工業機械、汽車應用以及傳統油無法發揮作用的高溫環境。對乾式和固體潤滑劑的需求不斷成長,尤其是在金屬加工、採礦和航太領域,正在推動石墨消費。此外,環保潤滑劑的進步進一步刺激了需求並支持了市場成長。
預測期內,冶金業預計將以最高複合年成長率成長
預計冶金業將在預測期內呈現最高成長率,因為石墨電極對於電弧爐(EAF)的高溫鋼生產至關重要,而且隨著鋼鐵業轉向電力驅動的工藝,石墨電極的需求將會增加。此外,石墨的耐熱性和潤滑性使其成為耐火材料、模具和坩堝的必需材料。隨著工業化和基礎設施建設的不斷推進,對高品質鋼鐵和合金的需求不斷成長,進一步推動了冶金對石墨的需求。
在預測期內,由於能源儲存系統對鋰離子電池的需求不斷增加,預計北美將佔據最大的市場佔有率。該地區鋼鐵業的成長也推動了電弧爐對石墨電極的需求。此外,政府推動永續能源和國內石墨生產的項目正在減少對進口的依賴。石墨烯基應用的發展進一步推動了市場擴張。由於對永續技術的投資增加,北美高科技和工業石墨市場預計將實現穩步成長。
由於電動車 (EV) 行業的需求,預計亞太地區在預測期內將呈現最高的複合年成長率。由於石墨對於耐火材料和鑄件至關重要,快速的工業化、都市化和鋼鐵行業的成長將進一步刺激需求。雖然作為主要生產國的中國影響著全球供應動態,但對先進電池技術的投資增加正在推動市場成長。此外,政府推動可再生能源和能源儲存解決方案的措施也促進了石墨產業的擴張。
According to Stratistics MRC, the Global Graphite Market is accounted for $7.8 billion in 2024 and is expected to reach $13.009 billion by 2030 growing at a CAGR of 8.9% during the forecast period. Graphite is a naturally occurring form of crystalline carbon known for its high conductivity, lubricity, and heat resistance. It exists in both natural and synthetic forms, with natural graphite mined from deposits and synthetic graphite produced from carbon-rich materials. Graphite is widely used in lithium-ion batteries as an anode material, in steelmaking for electric arc furnace electrodes, and in refractories for high-temperature applications. It also serves as a lubricant, a component in brake linings, and a thermal management material in electronics.
According to the International Energy Agency (IEA), the number of electric vehicles on the road is expected to reach 145 million by 2030, up from 11 million in 2020.
Rising Demand for Lithium-Ion Batteries
The increasing demand for lithium-ion batteries is considerably driving the graphite market, as graphite is the major material used in battery anodes. The need for high-purity graphite is only increasing due to the quick growth of consumer electronics, renewable energy storage, and electric vehicles (EVs). Graphite mining, refinement, and synthetic graphite production are being driven by this increase in demand. Governments and businesses are also investing in battery supply chains, which increases the need for graphite and promotes research into cutting-edge battery technologies and environmentally friendly graphite sourcing.
Environmental Concerns and Regulations
Environmental issues and tight restrictions impede the graphite market by raising manufacturing costs, limiting resource extraction, and regulating supply chain operations. Mining and processing are impacted by stricter emission standards and sustainability requirements, which result in operational delays and lower profitability. Further impeding industry expansion and competition are governmental restrictions on carbon emissions and trash disposal, which limits market expansion.
Advancements in Graphene Technology
Advances in graphene technology are propelling the market by increasing demand for high-purity graphite, a critical raw material in graphene synthesis. Innovations in electronics, energy storage, composites, and coatings are being fueled by graphene's exceptional strength, conductivity, and lightweight characteristics. High-quality graphite is becoming more and more necessary as businesses use graphene for high-performance materials, flexible screens, and supercapacitors. In order to fulfill the increasing market demand, investments in mining, refining, and synthetic manufacture are encouraged, which raises the value of graphite.
Supply Chain Constraints
Supply chain constraints in the graphite industry stifle growth by resulting in raw material shortages, production delays, and higher costs. The availability of graphite is impacted by mining, transportation, and processing disruptions, which have an effect on sectors like electronics, steel, and EV batteries. Supply problems are made worse by export restrictions and geopolitical instability. These limitations affect market stability and long-term planning by causing price volatility and compelling businesses to look for alternate sources.
Covid-19 Impact
The COVID-19 pandemic disrupted the graphite market in the Asia-Pacific region by causing supply chain bottlenecks, reduced mining activities, and declining industrial demand. Lockdowns impacted EV production and steel manufacturing, key graphite-consuming sectors. However, post-pandemic recovery, increasing demand for lithium-ion batteries, and government initiatives for clean energy boosted market growth, stabilizing supply chains and driving renewed investments in graphite production and processing.
The Lubricants segment is expected to be the largest during the forecast period
The Lubricants segment is expected to account for the largest market share during the forecast period, due to graphite's excellent lubricity, thermal stability, and resistance to extreme pressures. Graphite-based lubricants are widely used in industrial machinery, automotive applications, and high-temperature environments where conventional oils fail. The growing demand for dry and solid lubricants, especially in metalworking, mining, and aerospace, boosts graphite consumption. Additionally, advancements in environmentally friendly lubricants further propel demand, thereby supporting market growth.
The metallurgy segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the metallurgy segment is predicted to witness the highest growth rate, as graphite electrodes are essential in electric arc furnaces (EAFs) for high-temperature steel production, increasing demand as the steel industry shifts toward electric-based processes. Additionally, graphite's heat resistance and lubricating properties make it crucial in refractories, molds, and crucibles. With growing industrialization and infrastructure development, the need for high-quality steel and alloys continues to rise, further boosting the demand for graphite in metallurgy.
During the forecast period, the North America region is expected to hold the largest market share because of the growing need for lithium-ion batteries in energy storage systems. The need for graphite electrodes in electric arc furnaces is also fueled by the region's growing steel sector. Furthermore, government programs promoting sustainable energy and homegrown graphite production lessen dependency on imports. Market expansion is further aided by developments in graphene-based applications. The market for graphite in high-tech and industrial applications in North America is expected to grow steadily due to rising investments in sustainable technology.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, owing to demand from the electric vehicle (EV) industry. Rapid industrialization, urbanization, and the growing steel sector further boost demand, as graphite is essential in refractories and foundries. China, a dominant producer, influences global supply dynamics, while rising investments in advanced battery technologies enhance market growth. Additionally, government initiatives promoting renewable energy and energy storage solutions contribute to the expanding graphite industry.
Key players in the market
Some of the key players profiled in the Graphite Market include AMG, Focus Graphite, GrafTech International Ltd., Graphite India Limited, HEG Limited, Mason Resources Inc., Mersen Group, Mitsubishi Chemical Group Corporation., NextSource Materials, Nippon Carbon Co Ltd., Northern Graphite Corp., Nouveau Monde Graphite, NOVONIX Limited, Resonac Holdings Corporation, SGL Carbon, Syrah Resources Limited, Talga Group, Tokai Carbon Co., Ltd., Toyo Tanso Co., Ltd. and Triton Mineral Limited.
In July 2024, Neste and Mitsubishi Corporation have agreed to establish a strategic partnership focusing on developing value chains for renewable chemicals and plastics for and with Japanese brands.
In June 2024, Technip Energies and Mitsubishi Chemical Corporation, announced that they are licensing an improved OXO alcohol technology, named 'OXO M-Process'. OXO alcohols are used as solvents in chemical manufacturing.
In April 2022, Origin Materials, Inc., and Mitsubishi Chemical Holdings Group (MCHG), announced a partnership to develop advanced chemicals and materials built on Origin Materials' patented technology platform.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.