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市場調查報告書
商品編碼
1700039
2032 年氯化鋰市場預測:按類型、等級、純度等級、功能、應用、最終用戶和地區進行的全球分析Lithium Chloride Market Forecasts to 2032 - Global Analysis By Type, Grade, Purity Level, Function, Application, End User and By Geography |
根據 Stratistics MRC 的數據,全球氯化鋰市場預計在 2025 年達到 23.8 億美元,到 2032 年將達到 43 億美元,預測期內的複合年成長率為 8.8%。
氯化鋰(LiCl)是一種白色結晶質固體,是一種在有機溶劑和水中均高度溶解的無機物質。由於其吸濕性,它被廣泛應用於工業,作為乾燥系統中的乾燥劑,硬焊和焊接中的助焊劑,以及在電解過程中生產鋰金屬。氯化鋰也用於生化研究,特別是DNA和RNA的沉澱。
據美國地質調查局 (USGS) 稱,鋰產量正在穩步成長,以滿足日益成長的鋰離子電池需求。根據美國地質調查局的報告,全球鋰產量將從 2023 年的 77,000 噸增加到 2024 年的 82,000 噸。
電池製造需求不斷成長
鋰離子電池的重要組成部分鋰金屬的合成依賴氯化鋰作為前驅物。電動車 (EV)、攜帶式電子產品和可再生能源儲存技術的迅速普及正在推動對鋰基化合物的需求。世界各國政府正在推動交通運輸業的電氣化,並透過獎勵廣泛採用電動車來加速電池生產。此外,需要鋰金屬的固態電池的發展也增加了對氯化鋰的需求。隨著人們日益追求無碳氫化合物世界和能源獨立,預計對鋰離子和下一代電池的需求將保持在高位,從而導致氯化鋰的使用量增加。
供應鏈限制和供應有限
生產氯化鋰需要提取鋰,這項工作在幾個國家進行,主要包括智利、澳洲、中國和阿根廷。由於勞資糾紛、環境法規、地緣政治動盪或資源枯竭而導致的採礦作業中斷可能導致供不應求和價格波動。此外,從硬岩中開採和從鹽水池中提取鋰是一個勞動密集的過程,需要數年才能完成,並且需要在任何新礦開採之前進行投資。這將造成供應鏈瓶頸,加劇全球鋰資源競爭。
能源儲存系統(ESS)的成長
向太陽能和風能等可再生能源的轉變正在推動對有效能源儲存解決方案的需求。對於大規模電網存儲,鋰離子電池因其高能量密度、長循環壽命和高效率而成為理想選擇。隨著政府和企業對永續能源基礎設施的投資,能源儲存系統對氯化鋰的需求預計將會成長。此外,隨著離網和混合電力解決方案在農村和工業地區變得越來越普遍,氯化鋰已成為向清潔能源轉變的關鍵要素。
市場波動和價格變化
鋰需求、採礦量和投機交易都會影響氯化鋰的價格,而氯化鋰的價格波動很大。電動車和電池儲存帶來的鋰熱潮等高需求時期導致鋰價格飆升,增加了最終消費者的氯化鋰成本。另一方面,如果出現供應過剩的情況,就像2019年和2023年新採礦計劃激增導致鋰價下跌一樣,可能會導致價格暴跌並阻礙對該行業的投資。此外,這種不可預測性給買家、投資者和製造商帶來了財務風險,使長期產業計畫更加困難。
COVID-19 疫情最初以多種方式影響了氯化鋰市場,導致生產停頓、供應鏈中斷以及關鍵終端使用產業的需求減少。停工和限制導致鋰礦開採和加工設施暫時關閉,特別是在智利、阿根廷和澳洲等主要鋰產區,造成供不應求和價格波動。此外,鋰離子電池的主要用戶—電子和汽車產業的放緩也降低了近期對氯化鋰的需求。然而,隨著經濟開始好轉,政府獎勵策略以及對可再生能源和電動車(EV)的投資支持了鋰市場的成長,推動了強勁的需求復甦。
預計預測期內無水氯化鋰部分將達到最大幅度成長。
預計預測期內無水氯化鋰部分將佔最大的市場佔有率。這種物質因其在廣泛應用領域的適應性和效率而備受推崇。無水氯化鋰是鋰金屬生產電解過程中不可或缺的電解質,有助於提取純鋰金屬。它的吸濕特性使其成為工業乾燥過程和空調系統中極佳的乾燥劑,因為濕度控制對這些系統至關重要。此外,無水氯化鋰在鋁製造過程中用作助焊劑,以去除雜質,提高最終產品的品質。
預計在預測期內,電池級部分將以最高的複合年成長率成長。
預計電池級部分在預測期內將出現最高的成長率。這一成長主要是由於對鋰離子電池的需求不斷成長,鋰離子電池對於快速成長的家用電器和電動車(EV)市場至關重要。電池級氯化鋰的高純度和低雜質含量使其成為需要可靠和有效能源儲存的應用的必需品。此外,隨著全球措施的核心轉向永續能源解決方案和交通電氣化,電池製造對優質氯化鋰的需求預計將保持強勁成長軌跡。
預計亞太地區將在預測期內佔據最大的市場佔有率。該地區強大的製造業是這項優勢的主要推動力,尤其是電子、汽車和能源儲存產業,這些產業是鋰離子電池的重要用戶。中國是世界上最大的鋰加工國和電池製造國,韓國、日本和中國是最大的電池生產國。強力的政府政策支持向電動車 (EV)、可再生能源儲存和電網穩定轉變,正在推動該地區對高純度氯化鋰的需求。
預計北美地區在預測期內將呈現最高的複合年成長率。這是因為各領域對鋰離子電池的需求正在增加。特別是在美國,電動車(EV)生產和可再生能源計劃都嚴重依賴有效的能源儲存技術,並且獲得了大量投資。政府支持清潔能源的計劃和電池製造技術的發展進一步推動了市場的發展。此外,建立強大的國內鋰化合物供應鏈也是礦業公司與高科技公司夥伴關係的目標,以減少對進口的依賴並提高市場穩定性。
According to Stratistics MRC, the Global Lithium Chloride Market is accounted for $2.38 billion in 2025 and is expected to reach $4.30 billion by 2032 growing at a CAGR of 8.8% during the forecast period. An inorganic substance with a white, crystalline solid form and a high solubility in both organic solvents and water is lithium chloride (LiCl). Because of its hygroscopic properties, it is used extensively in industrial settings as a desiccant in drying systems, as a flux in brazing and welding, and in the electrolysis process to produce lithium metal. In biochemical research, lithium chloride is also used, especially in the precipitation processes of DNA and RNA.
According to the U.S. Geological Survey (USGS), lithium production has been steadily increasing to meet the growing demand for lithium-ion batteries. The USGS reports that global lithium production reached 82,000 metric tons in 2024, up from 77,000 metric tons in 2023.
Growing need for battery manufacturing
The synthesis of lithium metal, an essential component of lithium-ion batteries, depends on lithium chloride as a precursor. There is a growing need for lithium-based compounds due to the quick uptake of electric vehicles (EVs), portable electronics, and renewable energy storage technologies. Electrification of the transportation sector is being pushed by governments around the world, and battery production is being accelerated by incentives for EV adoption. Additionally, the need for lithium chloride is being fueled by developments in solid-state batteries, which need lithium metal. It is anticipated that the increasing global drive for decarburization and energy independence will maintain the high demand for lithium-ion and next-generation batteries, increasing the use of lithium chloride.
Supply chain limitations and limited availability
The extraction of lithium, which is primarily done in a few nations like Chile, Australia, China, and Argentina, is essential to the production of lithium chloride. Supply shortages and unstable prices can result from any interruption in mining operations brought on by labor strikes, environmental restrictions, geopolitical unrest, or resource depletion. Furthermore, hard rock mining and lithium extraction from brine pools are also labor-intensive processes that take years to complete and require investment before new mines can be opened. This leads to supply chain bottlenecks and heightened competition for lithium resources worldwide.
Growth of energy storage devices (ESS)
Effective energy storage solutions are becoming more and more necessary as a result of the move toward renewable energy sources like solar and wind. Large-scale grid storage is best served by lithium-ion batteries because of their high energy density, extended cycle life, and effectiveness. It is anticipated that the need for lithium chloride in energy storage systems will increase as governments and businesses make investments in sustainable energy infrastructure. Moreover, lithium chloride is positioned as a crucial element in the shift to cleaner energy as off-grid and hybrid power solutions get more and more popular in rural and industrial areas.
Market fluctuations and price volatility
The demand for lithium, mining output, and speculative trading all have an impact on the extremely volatile price of lithium chloride. High demand periods, like the lithium boom brought on by EVs and battery storage, have caused lithium prices to soar, increasing the cost of lithium chloride for final consumers. On the other hand, oversupply circumstances, such as those that occurred in 2019 and 2023, when a surge of new mining projects caused lithium prices to fall, can result in price crashes and deter investment in the industry. Additionally, long-term business planning is more difficult because of the financial risks that this unpredictability poses to buyers, investors, and manufacturers.
The COVID-19 pandemic initially caused production halts, supply chain disruptions, and decreased demand from important end-use industries, which had a mixed effect on the lithium chloride market. Supply shortages and price swings resulted from the temporary closure of lithium mining and processing facilities due to lockdowns and restrictions, especially in major lithium-producing regions like Chile, Argentina, and Australia. Furthermore, the short-term demand for lithium chloride decreased due to the slowdown in the electronics and automotive sectors, which are major users of lithium-ion batteries. But as economies started to improve, government stimulus plans and investments in renewable energy and electric vehicles (EVs) helped the lithium market grow and drove a robust demand recovery.
The Lithium Chloride Anhydrous segment is expected to be the largest during the forecast period
The Lithium Chloride Anhydrous segment is expected to account for the largest market share during the forecast period. This substance is highly prized for its adaptability and efficiency in a wide range of uses. An essential electrolyte in the electrolysis process of lithium metal production, anhydrous lithium chloride makes it easier to extract pure lithium metal. Since moisture control is crucial in industrial drying processes and air conditioning systems, its hygroscopic nature makes it a great desiccant. Moreover, anhydrous lithium chloride is used as a flux to eliminate impurities during the aluminum manufacturing process, enhancing the end product's quality.
The Battery Grade segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the Battery Grade segment is predicted to witness the highest growth rate. The growing need for lithium-ion batteries, which are essential to the quickly growing markets for consumer electronics and electric vehicles (EVs), is the main cause of this increase. Because of its high purity and low levels of impurities, battery-grade lithium chloride is crucial for applications needing dependable and effective energy storage. Additionally, the demand for premium lithium chloride in battery manufacturing is anticipated to maintain its strong growth trajectory as global initiatives increasingly center on sustainable energy solutions and the shift to electrified transportation.
During the forecast period, the Asia Pacific region is expected to hold the largest market share. The region's strong manufacturing sectors, especially in the electronics, automotive, and energy storage sectors-all of which are significant users of lithium-ion batteries-are the main drivers of this dominance. China is the largest lithium processor and battery manufacturer in the world, and South Korea, Japan, and China are the top producers of batteries. High-purity lithium chloride is in greater demand in the area due to robust government policies that support the switch to electric vehicles (EVs), renewable energy storage, and grid stabilization.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, driven by the growing need for lithium-ion batteries in a number of different sectors. The production of electric vehicles (EVs) and renewable energy projects, both of which mainly depend on effective energy storage technologies, are seeing significant investments in the United States in particular. Further driving the market are government programs supporting clean energy and developments in battery manufacturing technology. Moreover, a strong domestic supply chain for lithium compounds is also the goal of partnerships between mining companies and tech companies, which will lessen dependency on imports and improve market stability.
Key players in the market
Some of the key players in Lithium Chloride market include Albemarle Corporation, Honeywell International, Tokyo Chemicals Inc, Leverton Helm Ltd, FMC Corporation, Nippon Chemical Industries Co. Ltd, Sainor Laboratories Pvt Ltd, Alfa Aesar, Harshil Industries, Kanto Chemical Co., Inc., Axiom Corporation, Mody Chemi Pharma Ltd., Arena Minerals Inc., Suzhou Huizhi Lithium Energy Material Co. Ltd. and Otto Chemie Pvt Ltd.
In August 2024, Honeywell announced a significant expansion of its licensing agreement with AFG Combustion and its subsidiary, Greens Combustion Ltd., to include Callidus flares. This expanded agreement not only doubles the range of greenhouse gas-reducing Callidus Ultra Blue Hydrogen process burners but also enhances global customer support.
In July 2024, FMC Corporation announced it has signed a definitive agreement to sell its Global Specialty Solutions (GSS) business to Environmental Science US, LLC, known as Envu, an environmental science company providing innovations that protect and enhance the health of environments around the world.
In May 2024, Albemarle Corporation announced an innovative agreement with Martin Marietta Materials, Inc. a leading supplier of building materials - including aggregate, cement, ready mixed concrete and asphalt - to make beneficial use of extracted limestone material from Albemarle's proposed Kings Mountain Mine project.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.