배터리 전극 바인더 재료 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the battery electrode binder materials market was valued at USD 2.71 billion in 2025 and is estimated to grow from USD 3.17 billion in 2026 to reach USD 6.91 billion by 2031, at a CAGR of 16.88% during the forecast period (2026-2031).

This report is Segmented by Chemistry (Polyvinylidene Fluoride (PVDF), SBR/CMC, and More), Electrode Type (Cathode Binders and Anode Binders), Battery Chemistry (NMC/NCA Batteries, and More), Application (Electric Vehicles, and More), and Geography (Asia-Pacific, North America, Europe, South America, and Middle-East and Africa). The Market Forecasts are Provided in Terms of Value (USD).

Global Battery Electrode Binder Materials Market Trends and Insights

Electric Vehicle and Gigafactory Capacity Expansion

Committed cell-factory capacity additions continue to provide a clear demand base for the battery electrode binder materials market. Each new production line needs qualified binder supply arrangements before commercial cell output begins. U.S. developers plan to add 24 GW of utility-scale battery storage in 2026 after adding 15 GW in 2025, adding stationary demand alongside electric-vehicle cell manufacturing. Arkema completed a 15% PVDF capacity expansion at Calvert City, Kentucky, in June 2026 to support the North American battery ramp. Regional qualified supply still trails announced cell capacity in some locations. This gap supports demand for locally produced and approved binder grades during the current qualification cycle.

Grid-Scale Battery Energy Storage Deployment

Grid-scale storage is creating a separate demand base within the battery electrode binder materials market. These systems require long service life and cost discipline, which favors aqueous CMC/SBR binder configurations for many lithium iron phosphate (LFP) cells. Battery energy storage systems are projected to grow at a 19.05% CAGR through 2031. Operators commonly prioritize cycle life, throughput, and material cost rather than energy density or fast-charge performance. A study in Nature Communications reported that a kosmotropic aqueous process could reduce cathode manufacturing operating costs by 23% and related capital costs by 95% compared with NMP-based processing. This manufacturing path can widen the role of water-based processing as storage deployments expand.

Fluoropolymer Feedstock and Supply Concentration

Battery-grade PVDF supply remains concentrated among a limited group of qualified manufacturers. Upstream dependence on R142b can lead to periodic procurement pressure for PVDF-based binder systems. The European Chemicals Agency is due to provide final committee opinions on the proposed per- and polyfluoroalkyl substances (PFAS) restriction to the European Commission in 2026. The current proposal includes a 13.5-year derogation for energy-sector battery-binder uses under Registration, Evaluation, Authorization, and Restriction of Chemicals (REACH). This regulatory review is encouraging European cell producers to consider fluorine-free cathode-binder options. Kureha is expanding Iwaki Factory capacity by 8,000 metric tons per year, with commercial operation scheduled for fiscal 2026.

Other drivers and restraints analyzed in the detailed report include:

1. Silicon-Rich Anode Qualification Requirements
2. Dry-Electrode Process Commercialization
3. High Binder Qualification and Switching Costs

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

PVDF held 42.08% of the battery electrode binder materials market share by chemistry in 2025. Its position reflects a long qualification history in lithium-ion cells and the stability requirements of high-nickel cathodes. PVDF remains particularly relevant where cathode formulations require proven electrochemical performance. Arkema's Kynar HSV 1200 and HSV 1400 products target LFP cathodes with improved adhesion and lower binder loading. This approach allows suppliers to improve established chemistry for newer cathode designs. The battery electrode binder materials industry continues to rely on PVDF for many qualified cathode platforms.

SBR/CMC is forecast to grow at an 18.21% CAGR through 2031. Its growth reflects the transition toward water-based anode processing and compatibility with graphite and silicon-graphite anodes. BASF's production footprint supports supply to both Asian and Western cell producers. PTFE is gaining attention in dry-electrode pilot programs because it fibrillates under mechanical shear. PAA-based binders also offer a route to aqueous processing for high-nickel cathodes. The Nature Communications study reported comparable cycle life for several NMC cathodes using a kosmotropic aqueous process, with 96% lower material cost than NMP-based processing.

Cathode binders accounted for 59.67% of the battery electrode binder materials market revenue share in 2025. Higher material loading and the premium economics of PVDF-based systems supported this leading position. Cathode formulations also involve durable qualification relationships between cell producers and approved suppliers. The battery electrode binder materials market size for cathode binders is supported by high-nickel cells that require stable performance at demanding voltages. Research on PVDF-graft-PAA binder networks points to improvements in toughness, elasticity, and lithium-ion transport for NMC811 cathodes. These results can influence the criteria for next-generation cathode qualification.

Anode binders are projected to grow at an 18.33% CAGR through 2031. Silicon adoption and sodium-ion scale-up are increasing the demand for more specialized anode formulations. Primearth EV Energy adopted Resonac's POLYSOL LB polyamide-imide binder for Toyota hybrid-vehicle batteries in April 2024. The material can tolerate up to 30% silicon active-material content while maintaining electrode integrity. UBE has also presented a water-soluble polyimide binder for silicon-based anodes. These products show a shift away from treating anode binders as standard graphite-only materials.

Complete Report Scope:

• By Chemistry
  • Polyvinylidene Fluoride (PVDF)
  • SBR/CMC
  • PTFE
  • Polyacrylic Acid (PAA)
  • Other Chemistries (Alginate, Bio-based, Other Fluorine-Free Binders)
• By Electrode Type
  • Cathode Binders
  • Anode Binders
• By Battery Chemistry
  • NMC/NCA Batteries
  • LFP/LMFP Batteries
  • Sodium-Ion Batteries
  • Solid-State Batteries
  • Other Battery Chemistries (LCO, LMO, Lead-Acid and Emerging Chemistries)
• By Application
  • Electric Vehicles
  • Battery Energy Storage Systems
  • Consumer Electronics
  • Industrial Applications
  • Other Applications
• By Geography
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • ASEAN Countries
    • Rest of Asia-Pacific
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • NORDIC Countries
    • Russia
    • Rest of Europe
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Middle-East and Africa
    • Saudi Arabia
    • South Africa
    • Rest of Middle-East and Africa

Geography Analysis

Asia-Pacific held 47.25% of the battery electrode binder materials market revenue share in 2025 and is forecast to grow at an 18.17% CAGR through 2031. Chinese production clusters in the Yangtze River Delta and Pearl River Delta are important consumption centers for PVDF and SBR/CMC. Kureha has cited annual PVDF consumption of 15,000 to 20,000 metric tons for individual Chinese battery manufacturers. South Korea and Japan play an important role in setting qualification requirements for NMC811 and silicon-graphite binder systems.

Arkema announced a 20% PVDF capacity expansion at Changshu, China, in March 2026, with startup planned for 2028. India is scaling battery manufacturing through production-linked incentive programs. ASEAN markets are also attracting early battery-assembly activity linked to electric-vehicle policies. North America and Europe are adding local production capacity to address localization and compliance requirements. Arkema completed its USD 20 million Calvert City PVDF expansion in June 2026. BASF established Licity anode-binder production capability in Monaca, Pennsylvania, and Chattanooga, Tennessee, in March 2025.

The EU Batteries Regulation requires battery due-diligence policies from February 2025 and introduces battery passport requirements from 2026. These rules affect qualification and traceability practices in European supply chains. Syensqo is developing an Augusta, South Carolina PVDF site with Orbia to supply Western demand. South America, and Middle-East and Africa currently represent smaller demand centers. Brazil, Argentina, South Africa, and Saudi Arabia have longer-term relevance through battery supply-chain plans, mineral resources, and energy-storage investment. These areas offer early qualification opportunities but are not expected to change the global balance through 2031.

1. Arkema
2. Ashland
3. BASF
4. DAIKIN INDUSTRIES, Ltd.
5. ENEOS Materials Corporation
6. KUREHA CORPORATION
7. LG Chem
8. Resonac Holdings Corporation
9. SUMITOMO SEIKA CHEMICALS CO.,LTD.
10. Syensqo
11. Synthomer plc
12. The Chemours Company
13. UBE Corporation
14. ZEON CORPORATION

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Electric Vehicle and Gigafactory Capacity Expansion
  • 4.2.2 Grid-Scale Battery Energy Storage Deployment
  • 4.2.3 Silicon-Rich Anode Qualification Requirements
  • 4.2.4 Water-Based Electrode Manufacturing Adoption
  • 4.2.5 Dry-Electrode Process Commercialization
  • 4.2.6 Demand for High-Voltage and High-Nickel Cathode Stability
• 4.3 Market Restraints
  • 4.3.1 High Binder Qualification and Switching Costs
  • 4.3.2 Fluoropolymer Feedstock and Supply Concentration
  • 4.3.3 Performance Trade-Offs in Emerging Binder Systems
  • 4.3.4 Uncertain Scale-Up Timing for Dry-Electrode Lines
• 4.4 Value Chain Analysis
• 4.5 Porter's Five Forces Analysis
  • 4.5.1 Threat of New Entrants
  • 4.5.2 Bargaining Power of Suppliers
  • 4.5.3 Bargaining Power of Buyers
  • 4.5.4 Threat of Substitutes
  • 4.5.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value)

• 5.1 By Chemistry
  • 5.1.1 Polyvinylidene Fluoride (PVDF)
  • 5.1.2 SBR/CMC
  • 5.1.3 PTFE
  • 5.1.4 Polyacrylic Acid (PAA)
  • 5.1.5 Other Chemistries (Alginate, Bio-based, Other Fluorine-Free Binders)
• 5.2 By Electrode Type
  • 5.2.1 Cathode Binders
  • 5.2.2 Anode Binders
• 5.3 By Battery Chemistry
  • 5.3.1 NMC/NCA Batteries
  • 5.3.2 LFP/LMFP Batteries
  • 5.3.3 Sodium-Ion Batteries
  • 5.3.4 Solid-State Batteries
  • 5.3.5 Other Battery Chemistries (LCO, LMO, Lead-Acid and Emerging Chemistries)
• 5.4 By Application
  • 5.4.1 Electric Vehicles
  • 5.4.2 Battery Energy Storage Systems
  • 5.4.3 Consumer Electronics
  • 5.4.4 Industrial Applications
  • 5.4.5 Other Applications
• 5.5 By Geography
  • 5.5.1 Asia-Pacific
    • 5.5.1.1 China
    • 5.5.1.2 India
    • 5.5.1.3 Japan
    • 5.5.1.4 South Korea
    • 5.5.1.5 ASEAN Countries
    • 5.5.1.6 Rest of Asia-Pacific
  • 5.5.2 North America
    • 5.5.2.1 United States
    • 5.5.2.2 Canada
    • 5.5.2.3 Mexico
  • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 NORDIC Countries
    • 5.5.3.6 Russia
    • 5.5.3.7 Rest of Europe
  • 5.5.4 South America
    • 5.5.4.1 Brazil
    • 5.5.4.2 Argentina
    • 5.5.4.3 Rest of South America
  • 5.5.5 Middle-East and Africa
    • 5.5.5.1 Saudi Arabia
    • 5.5.5.2 South Africa
    • 5.5.5.3 Rest of Middle-East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share (%)/Ranking Analysis
• 6.4 Company Profiles (includes Global Overview, Market Overview, Core Segments, Financials as available, Strategic Information, Products and Services, and Recent Developments)
  • 6.4.1 Arkema
  • 6.4.2 Ashland
  • 6.4.3 BASF
  • 6.4.4 DAIKIN INDUSTRIES, Ltd.
  • 6.4.5 ENEOS Materials Corporation
  • 6.4.6 KUREHA CORPORATION
  • 6.4.7 LG Chem
  • 6.4.8 Resonac Holdings Corporation
  • 6.4.9 SUMITOMO SEIKA CHEMICALS CO.,LTD.
  • 6.4.10 Syensqo
  • 6.4.11 Synthomer plc
  • 6.4.12 The Chemours Company
  • 6.4.13 UBE Corporation
  • 6.4.14 ZEON CORPORATION

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment