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북미의 대마 시장 분석과 예측(2018-2016년) : 새로운 시장, 기업, 기회

North America Cannabis: New Markets, Competitors And Opportunities: 2018-2026 Analysis And Forecasts

리서치사 Amadee & Company, Inc.
발행일 2018년 07월 상품 코드 658689
페이지 정보 영문
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북미의 대마 시장 분석과 예측(2018-2016년) : 새로운 시장, 기업, 기회 North America Cannabis: New Markets, Competitors And Opportunities: 2018-2026 Analysis And Forecasts
발행일: 2018년 07월 페이지 정보 : 영문

한글목차

북미 국가(미국, 캐나다)에서는 대마 합법화로의 변혁이 시작되었습니다. 현재도 미국에서는 3,700만명 이상의 사람들, 캐나다에서는 100만명 이상의 사람들이 합법·비합법을 불문하고 대마를 상용하고 있습니다. 그 결과 북미의 대마 시장은 이미 충분히 크고, 향후 크게 성장할 가능성을 잠재하고 있습니다.

북미 국가의 대마(Cannabis) 시장에 대해 분석했으며, 지역 전체 시장 규모의 동향 전망과 경쟁 환경(블랙 마켓을 포함), 국가별 배경(규제 환경, 합법화로의 움직임 등)과 시장 동향 전망, 주요 기업 개요(생산 체제, 실적 동향, 전략 전개 상황 등) 등의 정보를 전해드립니다.

주요 요약

서론

북미의 대마 시장

  • 미국 및 캐나다 시장
  • 시장 개요
  • 가격 동향
  • 가격 하락 촉진요인
  • 경쟁 환경
  • 블랙 마켓

미국의 대마 산업

  • 분석 개요
  • 시장 규모와 성장률
    • 6배의 급확대
    • 500억 달러 규모의 시장
  • 시장 매출 동향 전망
  • 가격 동향
  • 이용자 기반
  • 이용 빈도와 평균 지출액
  • 시장 성장 촉진요인
  • 우대 세제
  • 법적 위험
  • 수지상 문제
  • 주(州) 단위 시장 데이터/동향 분석
    • 오리건주, 네바다주, 워싱턴주 등
  • 브랜딩 전략
  • 파생적 제품 카테고리
  • 다른 산업으로의 위협/기회

캐나다의 대마 산업

  • 배경
  • 시장 규모와 성장률
  • 가격 동향
  • 다른 지역과의 비교(미국 콜로라도주, 캘리포니아주)
  • 블랙 마켓
  • 이용 빈도
  • 규제 환경
  • 향후의 시장 기회
  • 생산능력
  • 공급 면에서의 문제
  • 대마 재배 관련 시장 기회
  • 경쟁 환경

기업 개요

  • ABcann Global Corporation
  • Aphria Inc.
  • Aurora Cannabis Inc.
  • CannaRoyalty Corp
  • Canopy Growth Corp.
  • Cronos Group Inc.
  • MedReleaf Corp.
  • The Hydropothecary Corporation
KSM 18.07.11

영문목차

The legal Cannabis revolution is only beginning. The 80+ years prohibition against its use is now ending and the tides are clearly turning. Despite being illegal for so long, more than 37 million people in the U.S. and millions more in Canada use Cannabis, both legally and illicitly. As a result, the market for Cannabis in North America already is large and growing quickly. In 2018, more than $41 billion will be sold and by 2026 that figure will rise to $95 billion.

The Cannabis revolution offers new hope for many medical problems, a substitute for alcohol and tobacco, and unrivaled investment opportunities for individuals and companies wanting participation in this emerging market.

This report is focused on the U.S. and Canada (North America) markets for Cannabis, both legal and illicit. Specifically, this report covers:

  • North America Cannabis industry including market size and growth, price trends and competitive environment including the black market.
  • United States Cannabis market size and growth, regulation issues, market drivers, transition from illicit to legal, prices, user base, incidence of use, tax incentives, legal risks, financing issues, state metrics and characteristics, branding, derivative products, threats/opportunities to other industries.
  • Canada Cannabis industry including market size and growth, country metrics, regulation issues, comparisons with Colorado and California, black market, prices, market potential, production capacity, supply concerns, opportunities beyond cultivation, competitive environment.
  • Selected company profiles detailing product offerings, brands, facilities, operations, sales, distribution, prices, JVs, exports, expansion plans, yields, costs, patients, M&A activity, competitive advantages, strategies.

In addition, to support the analysis, the report contains 79 figures and 32 tables.

Table of Contents

CONTENTS

EXECUTIVE SUMMARY

INTRODUCTION

  • Report Objectives
  • Methodology and Sources
  • Statistical Notes

NORTH AMERICA CANNABIS MARKET

  • U.S. and Canada Market
  • Cannabis Is a Commodity
  • Prices
  • Price by Where Grown
  • Price Deflation Drivers
  • Competitive Environment
  • Black Market

UNITED STATES CANNABIS INDUSTRY

  • What Is Cannabis
  • Prohibition Ending
  • Key Takeaways
  • Primed for a 6X Increase
  • Legitimate Industry Seeing Growing Investments
  • Impact on Alcohol and Tobacco
  • Regulation Key Gating Factor
  • Health Care Long-Term Opportunity
  • Life Science Tools Opportunity
  • Market Drivers
  • Cannabis Legalization in the United States
  • Sales by State
  • Schedule I Classification Continues to Weigh on the U.S. Industry
  • Legal Markets Complications
  • Popular Support
  • Transitioning from the Illicit Market
  • Highly Engaged User Base
  • Incidence Continues to Grow
  • User Base Growing
  • Growing Per Capita Spend
  • Tax Incentives
  • $50 Billion Industry
  • Opportunities for Industry Growth
  • Migrate Illicit Market
  • Expand Addressable Market
  • Incidence and Users Increasing
  • Risks
  • Federal Schedule I Classification
  • Sessions Memorandum
  • Marijuana Cases Drop Sharply
  • Congress
  • State Level Regulation to Drive Feds
  • Unfavorable Federal Tax Rules
  • Financing
  • Repatriation of Profits
  • Scale Prohibitions
  • U.S. Partnerships in Canada
  • Selected U.S. States
  • Oregon
  • Background
  • State Metrics and Characteristics
  • Estimated Market Size
  • Nevada
  • Background
  • State Metrics and Characteristics
  • Estimated Market Size
  • Washington State
  • Background
  • State Metrics and Characteristics
  • Assets Become More Specialized
  • Cannabis as an Ingredient
  • Branding Cannabis
  • New Ways for Consuming
  • Derivative Categories
  • Cannabis as a Threat and Opportunity
  • Alcohol and Tobacco
  • Hemp and CBD Based Products

CANADA CANNABIS INDUSTRY

  • Key Takeaways
  • Background
  • Country Metrics
  • Market Size
  • Canada Compared to Colorado
  • Canada Compared to California
  • Canada Black Market
  • Canada Incidence of Use
  • Regulation
  • Cannabis Act Bill
  • Edibles and Concentrates
  • Initial Sales Levels May Be Slower Than Expected
  • Illicit Market Exceeds Legal
  • Short- and Long-Term Market Potential
  • Production Capacity
  • Supply Concerns
  • Opportunities Beyond Cultivation
  • Value-Added Processing/Branded Products
  • Global Export Markets
  • Competitive Environment
  • Long-Term Value
  • Ready to Sell Product
  • Expected Supply Shortfall

COMPANY PROFILES

ABcann Global Corporation

(Company Overview, Vanluven Facility, Kimmett Expansion, Production Capacity, Products/Brands, Dried Cannabis, Exceptional Yields, Sales/Distribution, Export Markets, Market Strategy, Product Development, R&D, Patients, Cost Per Gram, Costs for Expansion, Advisory Board, Share Structure, Revenue Forecast, Financials)

Aphria Inc.

(Company Overview, Products, Facilities, Major Greenhouses, Increasing Capacity, Recreational Agreements, Wholesale Agreements, Oil Processing, Exports, International May Disappoint, Medical Market, ACMPR, Line Expansions, Second Largest LP, Cash Costs, Expansion Plans, Partners, Double Diamond JV, Inexpensive New Capacity, Big Winner, Shakeout Coming, Financials)

Aurora Cannabis Inc.

(Company Overview, Facilities, Domestic Expansion, Major Greenhouses, CanniMed Acquistion, Products/Brands, Dried Cannabis, Cannabis Oils, Partnership with Radient Technologies, Hemp Acquisition, Superior Breeding Technology, Superior Strains, Low-Cost Advantages, First Mobile App, Same Day Delivery, International Expansion, Vape Partnership, Choom Holdings, Anandia Laboratories, Capcium Inc., Aurora EV, Upside Case, Base Case, Downside Case)

CannaRoyalty Corp

(Company Overview, River Wellness, CR Holdings, Trichome, Available Market, Competitive Environment, Distribution Companies, Brands, Vape Pens, Ultra-Premium Products, Edibles, Consumer Choices, Leverage, California Strategy, Kaya Management, Alta Supply Inc., Financials)

Canopy Growth Corp.

(Company Overview, Products, Brand Strategy, Domestic Expansion, Timeline, International Expansion, Germany, Australia, Denmark, Jamaica, International Risks, Financials)

Cronos Group Inc.

(Company Overview, Brands, Peace Naturals, Original BC, Whistler Medical Marijuana, Israel JV, Platform for Growth, Distribution Opportunities, Israel Like Canada, Further Expansion, Israeli Medical Cannabis Market, Regulatory Changes, Export Markets, Financials)

MedReleaf Corp.

(Company Overview, Facilities, Markham Facility, Bradford Facility, Capacity Expansion, Exeter Facility, Positive Impact, Retrofit Costs, Competitive Advantage, Products/Brands, Cannabis Oils, Cannabis Oil Capsules, Tikun Olam JV, ISO Certification, Analytical Approach, Superior Yields, Sales/Distribution, Export Markets, Veterans Affairs, Marijuana and PTSD, Third-Party Insurance, Financials)

The Hydropothecary Corporation

(Company Overview, Premium Product, VAC Impact, Facilities Expansion, Expansion CAPEX, Strong Product Innovation. Decarb, Elixir No.1, Cannabis Awards, Structured Innovation, Top-Tier Producer, Strong Growth Profile, Competitive Advantages in Quebec, Quebec Recreational Market, Quebec Supply Partner)

FIGURES

  • 1.) Cannabis Sativa
  • 2.) GW Pharmaceuticals Epidiolex
  • 3.) State of Cannabis in U.S: 2Q 2018
  • 4.) Americans' Support for Legalizing Marijuana (%): 1970-2018
  • 5.) Cannabis Consumption Formats
  • 6.) U.S. Illicit Drug Use by Type (Number, % Population): 2016
  • 7.) U.S. Adult Cannabis Incidence Changes in Past Month and Past Year for 18-25 Age Cohort and 26+ Age Cohort (%): 2016-2026
  • 8.) U.S. Adult Cannabis Users (Millions) in Past Month and Past Year for 18-25 Age Cohort and 26+ Age Cohort (%): 2009-2026
  • 9.) Washington State Cannabis Users (Million), Incidence (%) by Past Year/Month and Annual Spend for Cannabis, Alcohol, Cigarettes, Tobacco ($): 2014
  • 10.) Federal Offenders by Primary Offense Category: FY2017
  • 11.) Average Federal Prison Sentence by Primary Drug Type: FY2017
  • 12.) Washington State Tax Revenue Growth by Contributor (%): 2017
  • 13.) Estimated Oregon State Marijuana Revenues ($ Thousands): 2018 to 2022
  • 14.) Estimated Nevada State Marijuana Revenues ($ Thousands): 2018 to 2022
  • 15.) Wide Variety of Products Can Come from Specialized Cannabis and Hemp Cultivation Assets
  • 16.) Colorado Marijuana Sales by Category (%): 2015-2016
  • 17.) U.S. Marijuana Sales by Category and Age Cohort (%): 2015-2016
  • 18.) Current Users of Cannabis and Alcohol in the U.S. by Age Group (%)
  • 19.) Current Users of Cannabis and Cigarettes in the U.S. by Age Group (%)
  • 20.) Estimated Canada Marijuana Revenues (C$ Thousands): 2018 to 2022
  • 21.) Colorado's Initial Demand for Recreational Cannabis vs. Medical and Illicit Cannabis (%)
  • 22.) Cannabis Consumption in Canada (kg/Year) and CAGR (%): 1960-2015
  • 23.) Cannabis Consumption in Colorado, Oregon, Washington State Following Legalization (% of States Population) and Growth Rate (%)
  • 24.) Capital Invested into Licensed Producers in Canada by Quarter (C$ Million): 2017-2018
  • 25.) Total Cannabis Funded Production Capacity by Producer (kg): 1Q 2018
  • 26.) Producer and Retailer Cannabis Margins (C$): 2018-2021
  • 27.) Number of Businesses by Type in U.S. Cannabis Industry
  • 28.) Margin Contributions for a Cannabis Vape Pen: 2021
  • 29.) Canada LPs Market Cap vs Quarter Sales ($ Million): 1Q 2018
  • 30.) Canada LPs Market Cap vs Quarter Inventory ($ Million): 1Q 2018
  • 31.) Vanluven Bloom Room/Air Shower
  • 32.) ABcann Expansion Plans
  • 33.) ABcann Product Spectrum/Packaging
  • 34.) ABcann Yields vs. Peers
  • 35.) ABcann Revenue Forecasts: 2017-2021
  • 36.) Southern Glazers Agreement
  • 37.) Aphria Cannabis Capacity (kg): 2017-2022
  • 38.) Aphria Capacity by Unit: 2018-2019
  • 39.) Aphria Recreational Distribution Agreements: 2018
  • 40.) Aphria International Expansion and Agreements: 2018
  • 41.) Aphria New Products
  • 42.) Aphria Is Low Cost Producer
  • 43.) Aphria Expansion Plans
  • 44.) Aurora Cannabis Canadian Facilities and Capacity: 2Q 2018
  • 45.) Aurora Cannabis Capacity (kg): 2017-2022
  • 46.) CannaRoyalty History and Overview
  • 47.) CannaRoyalty Investments by company (C$ Million): 2018
  • 48.) CR Holdings Operations
  • 49.) Trichome Operations
  • 50.) CannaRoyalty Available Market
  • 51.) California Cannabis Competitive Environment
  • 52.) CannaRoyalty Distribution Companies
  • 53.) California Cannabis Brands in Distribution
  • 54.) CannaRoyalty Owned and Licensed Brands in California
  • 55.) Bhang Vape Pens Products
  • 56.) CannaRoyalty Floracal Products
  • 57.) CannaRoyalty Edible Products
  • 58.) What Product Will Consumers Choose?
  • 59.) Leveraging the U.S. Platform
  • 60.) Brands Sold via Alta Supply
  • 61.) Canopy Growth Core Products
  • 62.) Canopy Growth Brand Strategy
  • 63.) Canopy Production Capacity by Provence: 1Q 2018
  • 64.) Canopy Growth Capacity by Year (kg): 2017-2022
  • 65.) Hydropothecary Corporation Volume (Grams) and Pricing (C$/Gram): 2016-2017
  • 66.) Hydropothecary Corporation Revenue (C$ Thousands) and Growth (%): 2016-2017
  • 67.) Hydropothecary Corporation 50,000 sq.ft. Facility
  • 68.) Hydropothecary Corporation Production Capacity by Site (Thousand kg): 2018-2020
  • 69.) Hydropothecary Decarb Product with CannaCap
  • 70.) Hydropothecary Elixir No.1
  • 71.) Recreational Cannabis Demand by Canada Province (000's kg): 2020
  • 72.) Quebec Recreational Market vs. Hydropothecary Projected Capacity (000's kg): 2018-2020
  • 73.) MedReleaf Markham Facility
  • 74.) MedReleaf Bradford Facility
  • 75.) MedReleaf New Greenhouse Facility in Exeter, ON
  • 76.) MedReleaf Strain Samples
  • 77.) MedReleaf Cannabis Oil Capsules
  • 78.) MedReleaf Lockable Product Packaging
  • 79.) MedReleaf Yields Compared to Industry Average

TABLES

  • 1.) North America Cannabis Market Illicit vs. Legal ($ Billion): 2016-2026
  • 2.) North America Cannabis Average Selling Price ($/Pound, $/Gram): 2016-2026
  • 3.) Price of Cannabis for Three Largest Public Producers vs. Legal Outdoor Homegrown ($/Gram): 2018
  • 4.) Selected Public Cannabis or Cannabis-Related Companies
  • 5.) Selected Private Cannabis or Cannabis-Related Companies
  • 6.) Number of Canada Licensed Producers by Province: 2018
  • 7.) U.S. Legal Cannabis Market by State ($ Billion): 2017
  • 8.) Schedule I Risk Mitigating Factors
  • 9.) U.S. Illicit and Legal Cannabis Market ($ Million): 2016-2026
  • 10.) Annual Spend Per User ($) vs. Past Year Cannabis Users (Million) Equals Total Market Value ($ Billion)
  • 11.) DEA Drug Classifications
  • 12.) History of Medical Marijuana Legalization: 1996-2016
  • 13.) Oregon Marijuana Key Market Features
  • 14.) Nevada Marijuana Key Market Features
  • 15.) Washington State Marijuana Key Market Features
  • 16.) Canada Marijuana Key Market Features
  • 17.) Canada Cannabis Market Illicit vs. Legal ($ Billion): 2016-2026
  • 18.) Canada Cannabis Market Value (C$) Compared to Colorado Market Value ($): 2017
  • 19.) Canada Cannabis Market Detailed Analysis by Product Type (Flower, Concentrates, Edibles, Trim) Value (C$), Volume (kg) and THC Yields: 2024
  • 20.) Medical Cannabis Legal Status in Selected Countries and Total Addressable Market Size by Country
  • 21.) Countries with New Medical Cannabis Law Since 2015
  • 22.) Aphria Income Statement: 2017-2020
  • 23.) Aurora-CanniMed Combined Entity
  • 24.) Aurora Cannabis Enterprise Value and Fair Value Share Price (Upside Case): 2Q 2018
  • 25.) Aurora Cannabis Enterprise Value and Fair Value Share Price (Base Case): 2Q 2018
  • 26.) Aurora Cannabis Enterprise Value and Fair Value Share Price (Downside Case): 2Q 2018
  • 27.) CannaRoyalty Income Statement (C$ Thousands): 2016-2019
  • 28.) Canopy Growth Greenhouse Capacity by Facility: 2Q 2018
  • 29.) Canopy Growth Income Statement: 2016-2017
  • 30.) Cronos Group Canadian Medical and Recreational Marijuana Revenue by Type (kg): 2017-2028
  • 31.) Cronos Group Income Statement (C$ Thousands): 2017-2028
  • 32.) MedReleaf Income Statement: 2015-2017
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