전기자동차용 유체 시장 예측(-2030년) : 제품 유형별, 차종별, 추진 유형별, 충전 유형별, 지역별 세계 분석

According to Stratistics MRC, the Global Electric Vehicle Fluids Market is accounted for $934.6 million in 2024 and is expected to reach $4449.1 million by 2030 growing at a CAGR of 29.7% during the forecast period. Specialized liquids known as electric vehicle fluids are essential to the longevity and functionality of electric vehicles (EVs). EVs have different cooling and lubrication requirements than internal combustion engines. These fluids include lubricants for gears and bearings in the drivetrain, which ensure smooth operation; brake fluids for hydraulic braking systems; specialized greases for different components; and coolants for batteries and motors, which control heat produced by electrical components. To guarantee safe and effective EV performance, these fluids frequently have particular electrical characteristics and material compatibility requirements.

According to the China Association of Automobile Manufacturers (CAAM), China continues to solidify its position as the world's leading automotive production hub. The production of battery-powered electric vehicles (EVs) in July 2022 surged by 117.3% compared to the same period in the previous year. This significant increase culminated in the production and sale of approximately 617,000 units within the month.

Market Dynamics:

Driver:

Growth in electric vehicle adoption

The increasing adoption of electric vehicles (EVs) due to environmental concerns, government incentives, and advancements in battery technology drives the demand for specialized EV fluids. These fluids, including battery coolants and e-transmission fluids, are essential for optimizing EV performance, ensuring thermal management, and extending vehicle lifespan. As EV production and sales rise globally, especially in regions like Asia Pacific and Europe, the need for efficient and durable fluids tailored to EV-specific requirements continues to grow, significantly boosting the market.

Restraint:

Limited EV infrastructure

Inadequate charging networks discourage potential buyers, slowing EV adoption rates and consequently reducing demand for EV fluids. This challenge is particularly pronounced in developing regions where infrastructure development lags. Additionally, the lack of standardized fluid requirements across various EV models complicates production and distribution, further hindering market growth.

Opportunity:

Expansion of EV models

The expansion of diverse EV models across segments such as passenger cars, commercial vehicles, and two-wheelers presents significant opportunities for the electric vehicle fluids market. Manufacturers are increasingly developing specialized fluids to cater to the unique requirements of different vehicle types. With automakers launching new models to meet growing consumer demand and government mandates for zero-emission vehicles, the need for advanced cooling, lubrication, and transmission fluids is expected to surge, driving market growth.

Threat:

High cost of electric vehicles

The high upfront cost of electric vehicles remains a major threat to the market. While governments provide subsidies and incentives to promote EV adoption, affordability remains a barrier for many consumers. This limits the overall penetration of EVs in price-sensitive markets, thereby constraining the demand for specialized EV fluids. Additionally, economic uncertainties and inflationary pressures can further deter consumers from transitioning to EVs, impacting market growth.

Covid-19 Impact:

The COVID-19 pandemic disrupted the electric vehicle fluids market due to halted manufacturing operations and supply chain interruptions. Reduced vehicle production and sales during lockdowns impacted demand for EV fluids. However, post-pandemic recovery efforts saw renewed investments in sustainable mobility solutions. Governments' focus on green recovery initiatives accelerated EV adoption, indirectly boosting demand for specialized fluids. The pandemic highlighted the importance of resilient supply chains and innovation in fluid technologies to support future growth.

The battery coolants segment is expected to be the largest during the forecast period

The battery coolants segment is expected to account for the largest market share during the forecast period due to its critical role in maintaining optimal battery temperature and ensuring thermal management in electric vehicles. These coolants enhance battery efficiency by preventing overheating or freezing, thereby extending battery life and improving overall performance. The segment's growth is driven by advancements in coolant formulations tailored for high-performance batteries used in modern EVs. As battery technology evolves with higher energy densities, the demand for advanced cooling solutions continues to rise.

The commercial vehicles segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the commercial vehicles segment is predicted to witness the highest growth rate due to increasing electrification of buses, trucks, and delivery vans driven by stringent emission regulations. These vehicles require robust thermal management systems due to their heavy-duty operations and extended usage hours. Specialized fluids designed for high-performance cooling and lubrication are essential for ensuring efficiency and durability. The growing adoption of electric commercial fleets by logistics companies further accelerates this segment's growth.

Region with largest share:

During the forecast period, the Asia Pacific region is expected to hold the largest market share due to its leadership in EV production and sales, particularly in countries like China, Japan, and South Korea. Government initiatives promoting e-mobility through subsidies and investments in charging infrastructure drive regional growth. The presence of major automakers and fluid manufacturers further strengthens Asia Pacific's dominance. Rising consumer awareness about sustainable transportation solutions also contributes significantly to the region's leading position.

Region with highest CAGR:

Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR due to rapid industrialization and increasing investments in EV manufacturing infrastructure. Countries like India are emerging as key players with growing domestic production capabilities supported by favorable government policies. The region's expanding middle-class population drives demand for affordable electric mobility solutions, boosting fluid consumption across various vehicle types. Continuous advancements in battery technology further enhance Asia Pacific's growth trajectory.

Key players in the market

Some of the key players in Electric Vehicle Fluids Market include ExxonMobil Corporation, Shell plc, TotalEnergies SE, BP plc, FUCHS Petrolub AG, Valvoline Inc., PETRONAS, ENEOS Corporation, Repsol S.A., PTT Public Company Limited, Castrol Limited, Aramco, Lubrizol Corporation, Afton Chemical Corporation, Gulf Oil Lubricants India Limited, 3M Company, Electrolube Limited and Kluber Lubrication Munchen GmbH & Co. KG.

Key Developments:

In November 2024, bp opened its first Gigahub(TM) in the Southern Hemisphere, located at New Zealand's Christchurch Airport. New Zealand Prime Minister Christopher Luxon was on hand to officially open the hub, which has 12 fast EV charge points.

In October 2024, Aramco, a global integrated energy and chemicals company, and ENOWA, NEOM's energy and Water Company, have signed a joint development agreement to construct and establish a first-of-its-kind synthetic electro fuel (e-fuel) demonstration plant. It will be located in ENOWA's Hydrogen Innovation and Development Center (HIDC) and aims to demonstrate technical feasibility and commercial viability by producing 35 barrels per day of low-carbon, synthetic gasoline from renewable-based hydrogen and captured carbon dioxide (CO2).

Product Types Covered:

• Battery Coolants
• Motor Coolants
• Transmission Fluids
• Brake Fluids
• Dielectric Fluids
• Greases

Vehicle Types Covered:

• Passenger Vehicles
• Commercial Vehicles
• Two-Wheelers

Propulsion Types Covered:

• Battery Electric Vehicles (BEVs)
• Plug-in Hybrid Electric Vehicles (PHEVs)
• Hybrid Electric Vehicles (HEVs)

Fill Types Covered:

• First Fill
• Service Fill

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 2022, 2023, 2024, 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 Product 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 Electric Vehicle Fluids Market, By Product Type

• 5.1 Introduction
• 5.2 Battery Coolants
• 5.3 Motor Coolants
• 5.4 Transmission Fluids
• 5.5 Brake Fluids
• 5.6 Dielectric Fluids
• 5.7 Greases

6 Global Electric Vehicle Fluids Market, By Vehicle Type

• 6.1 Introduction
• 6.2 Passenger Vehicles
• 6.3 Commercial Vehicles
  • 6.3.1 Light Commercial Vehicles
  • 6.3.2 Heavy Commercial Vehicles
• 6.4 Two-Wheelers

7 Global Electric Vehicle Fluids Market, By Propulsion Type

• 7.1 Introduction
• 7.2 Battery Electric Vehicles (BEVs)
• 7.3 Plug-in Hybrid Electric Vehicles (PHEVs)
• 7.4 Hybrid Electric Vehicles (HEVs)

8 Global Electric Vehicle Fluids Market, By Fill Type

• 8.1 Introduction
• 8.2 First Fill
• 8.3 Service Fill

9 Global Electric Vehicle Fluids Market, By Geography

• 9.1 Introduction
• 9.2 North America
  • 9.2.1 US
  • 9.2.2 Canada
  • 9.2.3 Mexico
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 Italy
  • 9.3.4 France
  • 9.3.5 Spain
  • 9.3.6 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 Japan
  • 9.4.2 China
  • 9.4.3 India
  • 9.4.4 Australia
  • 9.4.5 New Zealand
  • 9.4.6 South Korea
  • 9.4.7 Rest of Asia Pacific
• 9.5 South America
  • 9.5.1 Argentina
  • 9.5.2 Brazil
  • 9.5.3 Chile
  • 9.5.4 Rest of South America
• 9.6 Middle East & Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 UAE
  • 9.6.3 Qatar
  • 9.6.4 South Africa
  • 9.6.5 Rest of Middle East & Africa

10 Key Developments

• 10.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 10.2 Acquisitions & Mergers
• 10.3 New Product Launch
• 10.4 Expansions
• 10.5 Other Key Strategies

11 Company Profiling

• 11.1 ExxonMobil Corporation
• 11.2 Shell plc
• 11.3 TotalEnergies SE
• 11.4 BP plc
• 11.5 FUCHS Petrolub AG
• 11.6 Valvoline Inc.
• 11.7 PETRONAS
• 11.8 ENEOS Corporation
• 11.9 Repsol S.A.
• 11.10 PTT Public Company Limited
• 11.11 Castrol Limited
• 11.12 Aramco
• 11.13 Lubrizol Corporation
• 11.14 Afton Chemical Corporation
• 11.15 Gulf Oil Lubricants India Limited
• 11.16 3M Company
• 11.17 Electrolube Limited
• 11.18 Kluber Lubrication Munchen GmbH & Co. KG