리튬 시장 규모, 점유율 및 동향 분석 리포트 : 제품별, 용도별, 지역별, 부문별 예측(2026-2033년)

Lithium Market Summary

The global lithium market size was estimated at USD 32.38 billion in 2025 and is expected to reach USD 96.45 billion by 2033, growing at a CAGR of 14.5% from 2026 to 2033. Vehicle electrification is projected to attract a significant volume of lithium-ion batteries, which is anticipated to drive market growth over the forecast period.

The automotive application segment is expected to grow substantially, driven by stringent regulations imposed by government bodies on ICE automakers to reduce vehicle carbon dioxide emissions. This has shifted automakers' interest toward producing EVs, which is anticipated to benefit from the demand for lithium and related products.

Government subsidies for EVs and investments in this space will likely be an additional booster to market growth. The U.S. holds significant importance in battery production after China, making it one of the key lithium-consuming countries in the world. As of 2024, the United States possesses substantial lithium resources, with estimates ranging from 14 million metric tons to 20-40 million tons, depending on new geological findings. Despite this, domestic lithium production remains limited. In 2024, the U.S. produced approximately 610 metric tons of lithium, accounting for about 0.3% of global production. This output is insufficient to meet the growing demand driven by the EV market.

The U.S. government is investing heavily in domestic lithium production. The U.S. Department of Energy (DOE) announced an investment of USD 25 million across 11 projects to advance materials, processes, machines, and equipment for domestic manufacturing of next-generation batteries. These projects will advance platform technologies upon which battery manufacturing capabilities can be built, enabling flexible, scalable, and highly controllable processes.

Recognizing the strategic importance of lithium, the U.S. Department of the Interior designated it as a critical mineral in 2018, a move that expedited the mine permitting process. This was highlighted by the approval of the Thacker Pass Lithium Mine by the Bureau of Land Management in January 2021. Operated by Lithium Nevada Corporation, this mine is poised to become the largest lithium supply source in the U.S., with projections indicating its capability to produce approximately 60 kilotons of battery-grade lithium carbonate annually by 2026.

The U.S. government is implementing measures to ensure a sufficient lithium supply to meet the increasing demand from various industries. In September 2023, an agreement worth USD 90 million was signed between Albemarle Corporation and the U.S. government to support domestic mining and production of lithium. The agreement's objective is to assist Albemarle in reopening its Kings Mountain, N.C., lithium mine, which is anticipated to commence operations between 2025 and 2030. Albemarle's Kings Mountain mine is expected to contribute to expanding domestic lithium production for the country's battery supply chain. Arkansas is sitting atop lithium reserves that could be vast enough to satisfy the entire world's demand for EV batteries, according to the US Geological Survey (USGS).

Global Lithium Market Report Segmentation

This report forecasts revenue and volume growth at global, regional, and country levels and provides an analysis of the latest industry trends in each of the sub-segments from 2018 to 2030. For the purpose of this study, Grand View Research has segmented the global lithium market report on the basis of product, application, and region.

• Product Outlook (Volume, Kilotons; Revenue, USD Million; 2021 - 2033)
• Carbonates
• Hydroxide
• Others
• Application Outlook (Volume, Kilotons; Revenue, USD Million; 2021 - 2033)
• Automotive
• Consumer Electronics
• Grid Storage
• Glass & Ceramics
• Other
• Regional Outlook (Volume, Kilotons; Revenue, USD Million; 2021-2033)
• North America
  • U.S.
  • Canada
  • Mexico
• Europe
  • Germany
  • France
  • UK
  • Italy
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • South Korea
• Latin America
  • Argentina
  • Brazil
• Middle East & Africa
  • UAE
  • Saudi Arabia

Table of Contents

Chapter 1. Methodology and Scope

• 1.1. Market Segmentation & Scope
• 1.2. Market Definition
• 1.3. Information Procurement
  • 1.3.1. Information Analysis
  • 1.3.2. Data Analysis Models
  • 1.3.3. Market Formulation & Data Visualization
  • 1.3.4. Data Validation & Publishing
• 1.4. Research Scope and Assumptions
  • 1.4.1. List of Data Sources

Chapter 2. Executive Summary

• 2.1. Market Outlook
• 2.2. Segmental Outlook
• 2.3. Competitive Outlook

Chapter 3. Market Variables, Trends, and Scope

• 3.1. Global Lithium Market Outlook
• 3.2. Industry Value Chain Analysis
  • 3.2.1. Raw Material Analysis
• 3.3. Technology Overview
• 3.4. Regulatory Framework
• 3.5. Market Dynamics
  • 3.5.1. Market Driver Analysis
  • 3.5.2. Market Restraint Analysis
  • 3.5.3. Industry Challenges
• 3.6. Porter's Five Forces Analysis
  • 3.6.1. Bargaining Power of Suppliers
  • 3.6.2. Bargaining Power of Buyers
  • 3.6.3. Threat of Substitution
  • 3.6.4. Threat of New Entrants
  • 3.6.5. Competitive Rivalry
• 3.7. PESTLE Analysis
  • 3.7.1. Political Landscape
  • 3.7.2. Economic Landscape
  • 3.7.3. Social Landscape
  • 3.7.4. Technology Landscape
  • 3.7.5. Environmental Landscape
  • 3.7.6. Legal Landscape

Chapter 4. Lithium Market: Product Outlook Estimates & Forecasts

• 4.1. Lithium Market: Product Movement Analysis, 2025 & 2033
• 4.2. Carbonate
  • 4.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
• 4.3. Hydroxide
  • 4.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
• 4.4. Others
  • 4.4.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)

Chapter 5. Lithium Market: Application Outlook Estimates & Forecasts

• 5.1. Lithium Market: Application Movement Analysis, 2025 & 2033
• 5.2. Automotive
  • 5.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
• 5.3. Consumer Electronics
  • 5.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
• 5.4. Grid Storage
  • 5.4.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
• 5.5. Glass & Ceramics
  • 5.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
• 5.6. Others
  • 5.6.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)

Chapter 6. Lithium Market Regional Outlook Estimates & Forecasts

• 6.1. Regional Analysis, 2025 & 2033
• 6.2. North America
  • 6.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 6.2.2. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
  • 6.2.3. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.2.4. U.S.
    • 6.2.4.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
    • 6.2.4.2. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.2.4.3. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.2.5. Canada
    • 6.2.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
    • 6.2.5.2. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.2.5.3. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.2.6. Mexico
    • 6.2.6.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
    • 6.2.6.2. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.2.6.3. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
• 6.3. Europe
  • 6.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 6.3.2. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
  • 6.3.3. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.3.4. Germany
    • 6.3.4.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
    • 6.3.4.2. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.3.4.3. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.3.5. UK
    • 6.3.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
    • 6.3.5.2. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.3.5.3. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.3.6. France
    • 6.3.6.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
    • 6.3.6.2. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.3.6.3. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.3.7. Italy
    • 6.3.7.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
    • 6.3.7.2. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.3.7.3. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.3.8. Spain
    • 6.3.8.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
    • 6.3.8.2. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.3.8.3. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
• 6.4. Asia Pacific
  • 6.4.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 6.4.2. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
  • 6.4.3. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.4.4. China
    • 6.4.4.1. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.4.4.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.4.5. India
    • 6.4.5.1. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.4.5.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.4.6. South Korea
    • 6.4.6.1. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.4.6.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.4.7. Japan
    • 6.4.7.1. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.4.7.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
• 6.5. Latin America
  • 6.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 6.5.2. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
  • 6.5.3. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.5.4. Argentina
    • 6.5.4.1. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.5.4.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.5.5. Brazil
    • 6.5.5.1. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.5.5.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
• 6.6. Middle East & Africa
  • 6.6.1. Market estimates and forecasts, 2021 - 2033 (USD Million) (Kilotons)
  • 6.6.2. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
  • 6.6.3. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.6.4. UAE
    • 6.6.4.1. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.6.4.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)
  • 6.6.5. Saudi Arabia
    • 6.6.5.1. Market estimates and forecasts, by product, 2021 - 2033 (USD Million) (Kilotons)
    • 6.6.5.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million) (Kilotons)

Chapter 7. Competitive Landscape

• 7.1. Key Recent Developments & Impact Analysis, By Key Market Participants
• 7.2. Company Categorization
• 7.3. Company Market Share
• 7.4. Heat Map Analysis
• 7.5. Company Market Ranking
• 7.6. Vendor Landscape
  • 7.6.1. List of equipment suppliers
  • 7.6.2. List of distributors
  • 7.6.3. List of other prominent manufacturers
• 7.7. List of prospective end-users
• 7.8. Strategy Mapping
• 7.9. Company Profiles/Listing
• 7.10. Albemarle Corporation
  • 7.10.1. Company Overview
  • 7.10.2. Financial Performance
  • 7.10.3. Product Benchmarking
• 7.11. Sigma Lithium
  • 7.11.1. Company Overview
  • 7.11.2. Financial Performance
  • 7.11.3. Product Benchmarking
• 7.12. Ganfeng Lithium Group Co., Ltd
  • 7.12.1. Company Overview
  • 7.12.2. Financial Performance
  • 7.12.3. Product Benchmarking
• 7.13. Pilbara Minerals
  • 7.13.1. Company Overview
  • 7.13.2. Financial Performance
  • 7.13.3. Product Benchmarking
• 7.14. Lithium Americas Corp
  • 7.14.1. Company Overview
  • 7.14.2. Financial Performance
  • 7.14.3. Product Benchmarking
• 7.15. Tianqi Lithium Australia
  • 7.15.1. Company Overview
  • 7.15.2. Financial Performance
  • 7.15.3. Product Benchmarking
• 7.16. Mineral Resources
  • 7.16.1. Company Overview
  • 7.16.2. Financial Performance
  • 7.16.3. Product Benchmarking
• 7.17. Core Lithium
  • 7.17.1. Company Overview
  • 7.17.2. Financial Performance
  • 7.17.3. Product Benchmarking
• 7.18. Galaxy Resources Limited
  • 7.18.1. Company Overview
  • 7.18.2. Financial Performance
  • 7.18.3. Product Benchmarking
• 7.19. Lithium Corporation
  • 7.19.1. Company Overview
  • 7.19.2. Financial Performance
  • 7.19.3. Product Benchmarking