배터리 재료 시장 예측(-2030년) - 유형별, 재료별, 용도별, 지역별 세계 분석

According to Stratistics MRC, the Global Battery Materials Market is accounted for $66.81 billion in 2023 and is expected to reach $140.46 billion by 2030 growing at a CAGR of 11.2% during the forecast period. Battery materials are the basic components and raw materials used in the production of batteries. They are mostly made of metals like nickel, cobalt, and lithium. They come from upstream mining operations that purify battery metals from mineral ores or saltwater brines. Electronic gadgets benefit from high energy density battery materials. They have a large storage capacity and high specific energy. Battery packs are the final products, and they are used in many different end markets, including the automotive, consumer electronics, and energy storage industries.

According to the India Brand Equity Foundation (IBEF) review report, 410 million units of smart phones and over 231 thousand units of electric two wheelers are expected to be sold in India by 2025.

Market Dynamics:

Driver:

Increasing demand for electric vehicles

Lithium-ion batteries (LIBs) are the most extensively used EV technology. A typical car LIB has a cathode made of lithium (Li), cobalt (Co), and nickel (Ni), and an anode made of graphite and different cell and pack components including aluminum and copper. The demand for battery raw materials is rising as batteries have a low self-heating rate and are especially useful in electric vehicles. The increased efforts to decrease greenhouse gas emissions, as well as the implementation of high-speed and sophisticated charging stations, are likely to improve electric vehicle sales and hence the battery material industry.

Restraint:

Inadequate charging infrastructure

Launching of passenger electric vehicles would be challenging due to inadequate charging infrastructure. The majority of electric cars utilize lithium ion batteries, therefore the availability of charging infrastructure is a crucial component for the industry's viability. Due to a lack of EV charging infrastructure, EVs can only function in a certain geographic region. The grid's power demand becomes more unequal as a result of improper charging station placement, which leads to poor power quality, greater power loss, and decreased power stability. Voltage drops brought on by errors or switching operations could hinder market expansion.

Opportunity:

Raising usage of energy storage devices

Better usage of renewable energy is made possible by energy storage devices. It is essential to utilize batteries to store this power so that it is available whenever you need it. They minimize electricity costs and carbon footprint. The energy storage devices are less dependent on the grid. When there are disturbances, they can supply backup power since they are combined with sophisticated software. These energy storage systems offer advantages including financial savings, emergency backup power, and enhancing solar self-supply. These several elements are accelerating the market expansion.

Threat:

Environmental concerns regarding lead-acid battery materials

Lead, the primary component of lead-acid batteries, is a hazardous substance. In the PRC, it is thought that between 44% and 70% of the lead from lead acid batteries is wasted and dumped into the environment. There will always be pollution levels that are several times higher than those of gasoline. Additionally, they may result in neurological damage, decreased physical and mental growth, and difficulty with focus and learning for the individual exposed to them. Such material usage calls for specialized knowledge, safety measures, and appropriate instruction. These factors are impeding market expansion.

COVID-19 Impact:

All facets of the supply chain have been extensively impacted by the COVID-19 epidemic. The energy storage industry experienced challenges with manufacturing, shipping hold-ups, project expansion, and R&D. Sales of battery-related products and the rate at which they are produced have both decreased. As a result of the restrictions on the import and export of raw materials for batteries, there were also significant disruptions in supply and logistics. The difficulties experienced by Chinese manufacturers resulted in fewer orders and unpaid invoices. Big battery makers ran the danger of seeing their sales decline; therefore larger businesses realigned their clientele by snatching up some of the small manufacturers' customers in order to generate enough cash flow.

The lithium-ion segment is expected to be the largest during the forecast period:

The lithium-ion segment is estimated to have a lucrative growth, due to its high energy density, low discharge frequency, and voltage capacity. Currently, the most popular energy storage technology is lithium-ion batteries. Lithium, graphite, cobalt, and manganese are all components of lithium-ion batteries. Compared to lead-acid batteries, their lifespan can be up to 10 times longer. Compared to conventional batteries, lithium-ion batteries are more compact and potent. They withstand repeated charging and discharging effectively. Their quick charging and anti-self-discharge features are promoting the segment's expansion.

The cathode segment is expected to have the highest CAGR during the forecast period:

The cathode segment is anticipated to witness the fastest CAGR growth during the forecast period. The performance of rechargeable batteries is highly dependent on the cathode materials. The electric charge flow is facilitated by the cathode. While oxidation (loss of electrons) happens at the anode, reduction (gain of electrons) takes place at the cathode, which is the positive electrode. The main active elements in cathode materials are cobalt, nickel, and manganese. The benefits of being cost-effective, exceptional performance, cobalt-free, and low in nickel are propelling the segment's growth in addition to these other benefits.

Region with largest share:

Asia Pacific is projected to hold the largest market share during the forecast period. China, Japan, and South Korea use a significant proportion of battery raw materials since they constitute the world's largest battery manufacturers. Large FDIs have been drawn to this area as a result of the availability of inexpensive production inputs and favourable government policies, and the existence of several industrial facilities has contributed to the region's supremacy. Additionally, the market for battery materials in the area is probably being accelerated by the rising usage of portable and rechargeable battery packs in consumer electronics products like laptops, smart phones, and other portable electronic devices.

Region with highest CAGR:

North America is projected to have the highest CAGR over the forecast period, owing to its technical improvements. The usage of consumer electronics in this region has been rapidly increasing. Electric automobiles and bicycles are being adopted quickly. Investors in the electric car and renewable energy sectors are also receiving help from the government. The market in North America is maturing quickly due to a combination of factors including severe government laws regulating car emissions, high consumer discretionary income, and growing consumer awareness of sustainability and environmental preservation.

Key players in the market

Some of the key players profiled in the Battery Materials Market include Mitsubishi Chemical Holdings, BASF SE, Hitachi Chemical Co Ltd, Glencore PLC, Kureha Corporation, Norlisk Nickel, NanoGraf, NEI Corporation, Asahi Kasei, Umicore Cobalt & Specialty Materials, Albemarle, Targray Technology International, TCI Chemicals Pvt. Ltd, Livent Corporation, Nichia Corporation, Sheritt International Corporation, SQM, Vale S.A., Shanghai Shanshan Tech Co and Teck Resources.

Key Developments:

In February 2023, NanoGraf, a start-up battery Materials Company and enabler of the world's most energy-dense lithium-ion 18650 cells, announced a USD 65 million Series B fundraising round. Volta Energy Technologies and CC Industries co-led the investment round (CCI). In accordance with President Biden's Inflation Reduction Act, NanoGraf's Series B investment supports the onshoring of its silicon anode production in Chicago, as well as the continuous development, production, and delivery of innovative lithium-ion technology.

In February 2023, Umicore agreed to a long-term supply arrangement with Terrafame Ltd. for low-carbon, sustainable high-grade nickel sulfate. Umicore and Terrafame's collaboration reaffirms their unwavering commitment to building a sustainable battery materials value chain in Europe. This arrangement will cover a significant portion of Umicore's future nickel demand at its cathode materials unit in Poland. This is Europe's first gigafactory dedicated to cathode materials.

Types Covered:

• Lithium Ion
• Lead-Acid
• Other Types

Materials Covered:

• Separator
• Cathode
• Electrolyte
• Anode
• Other Materials

Applications Covered:

• Industrial
• Automotive
• Consumer Electronics
• Other Applications

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2021, 2022, 2023, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Application Analysis
• 3.7 Emerging Markets
• 3.8 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Battery Materials Market, By Type

• 5.1 Introduction
• 5.2 Lithium Ion
• 5.3 Lead-Acid
• 5.4 Other Types

6 Global Battery Materials Market, By Material

• 6.1 Introduction
• 6.2 Separator
• 6.3 Cathode
• 6.4 Electrolyte
• 6.5 Anode
• 6.6 Other Materials

7 Global Battery Materials Market, By Application

• 7.1 Introduction
• 7.2 Industrial
• 7.3 Automotive
• 7.4 Consumer Electronics
• 7.5 Other Applications

8 Global Battery Materials Market, By Geography

• 8.1 Introduction
• 8.2 North America
  • 8.2.1 US
  • 8.2.2 Canada
  • 8.2.3 Mexico
• 8.3 Europe
  • 8.3.1 Germany
  • 8.3.2 UK
  • 8.3.3 Italy
  • 8.3.4 France
  • 8.3.5 Spain
  • 8.3.6 Rest of Europe
• 8.4 Asia Pacific
  • 8.4.1 Japan
  • 8.4.2 China
  • 8.4.3 India
  • 8.4.4 Australia
  • 8.4.5 New Zealand
  • 8.4.6 South Korea
  • 8.4.7 Rest of Asia Pacific
• 8.5 South America
  • 8.5.1 Argentina
  • 8.5.2 Brazil
  • 8.5.3 Chile
  • 8.5.4 Rest of South America
• 8.6 Middle East & Africa
  • 8.6.1 Saudi Arabia
  • 8.6.2 UAE
  • 8.6.3 Qatar
  • 8.6.4 South Africa
  • 8.6.5 Rest of Middle East & Africa

9 Key Developments

• 9.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 9.2 Acquisitions & Mergers
• 9.3 New Product Launch
• 9.4 Expansions
• 9.5 Other Key Strategies

10 Company Profiling

• 10.1 Mitsubishi Chemical Holdings
• 10.2 BASF SE
• 10.3 Hitachi Chemical Co Ltd
• 10.4 Glencore PLC
• 10.5 Kureha Corporation
• 10.6 Norlisk Nickel
• 10.7 NanoGraf
• 10.8 NEI Corporation
• 10.9 Asahi Kasei
• 10.10 Umicore Cobalt & Specialty Materials
• 10.11 Albemarle
• 10.12 Targray Technology International
• 10.13 TCI Chemicals Pvt. Ltd
• 10.14 Livent Corporation
• 10.15 Nichia Corporation
• 10.16 Sheritt International Corporation
• 10.17 SQM
• 10.18 Vale S.A.
• 10.19 Shanghai Shanshan Tech Co
• 10.20 Teck Resources