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1474038

全球石墨市場 - 2024-2031

Global Graphite Market - 2024-2031

出版日期: 2024年05月02日 | 出版商:

DataM Intelligence | 英文 183 Pages | 商品交期: 約2個工作天內

價格

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簡介目錄

概述

2023年全球石墨市場規模達238億美元，預計2031年將達385億美元，2024-2031年預測期間複合年成長率為6.2%。

用於各種工業應用的新型潤滑油的開發和擴大生產將是增加需求的關鍵因素。人們正在研究石墨基複合材料的新改進，以提高下一代電動車電池的效率。

全球石墨市場的長期成長可能會因石墨生產集中在中國而受到阻礙。這已經讓中國在影響全球市場方面獲得了不適當的影響力，而中國的出口禁令可能會突然導致石墨供應普遍短缺。

動力學

電動車 (EV) 產量不斷成長

我們預計慷慨的政府補貼和激勵措施將加速電動車的採用和生產。 2022年，全球電動車產量首次突破1,000萬輛。此外，許多汽車製造商正在考慮從 2035 年開始全面轉向電動車。

鑑於其高能量密度和更長的使用壽命，鋰離子仍然是電動車最受歡迎的電池化學材料。因此，石墨是生產鋰離子電池電極最常用的材料。隨著需求的成長，企業正在投資產能擴張，以提高電池材料的產量。

例如，2023年3月，美國電池工程公司ENTEK International宣布投資15億美元在美國印第安納州特雷霍特建設新電池材料工廠。

全球鋼鐵需求不斷成長

根據OECD資料，2023年全球鋼鐵需求超過24.98億噸，連續第三年成長。鋼鐵需求的激增主要是由於亞太地區工業化的不斷發展、基礎設施建設的不斷發展以及消費者信心的改善，以及從COVID-19大流行中強勁復甦的背景下。

由於對未來需求的預期不斷增強，印度等國家已在增加鋼鐵產能。例如，安賽樂米塔爾計劃在2029年在印度西部的哈齊拉開設世界上最大的鋼鐵生產設施。。

價格波動加劇

受供需不匹配、地緣政治發展、政府經濟法規變化以及全球整體經濟狀況等因素影響，石墨生產的主要前驅材料針狀焦價格近期波動增加。

原料價格的波動可能會給石墨生產商帶來巨大的價格上漲壓力。原物料價格的突然波動往往導致生產成本上升並侵蝕大多數生產商的利潤率。為了抵消成本的增加，石墨生產商經常提高電極的價格，從而降低其在市場上的競爭力。

The development and expanding production of new lubricants for various industrial applications will be a key factor in increasing the demand for . New improvements in graphite-based compound materials are being investigated for increasing the efficiency of the next generation of electric vehicle batteries.

The long term growth for the global graphite market could be potentially hampered by the concentration of graphite production in China. It has already given China undue leverage in influencing the global market and an export ban by China could suddenly lead to widespread shortfall in graphite supply.

Dynamics

Growing Production of Electric Vehicles (EVs)

We expect that generous government subsidies and incentives will accelerate the shift towards the adoption and production of electric vehicles. In 2022, global electric vehicle production surpassed 10 million units for the first time. Furthermore, many automotive manufacturers are contemplating a complete shift towards electric vehicles starting from 2035.

Lithium-ion remains the most preferred battery chemistry for EVs given their high energy density and longer operational lifespan. As such, graphite is the most favored material used of the production of electrodes in lithium-ion batteries. With rising demand, companies are investing in capacity expansion to ramp up production of battery materials.

For instance, in March 2023, ENTEK International, a U.S.-based battery engineering company announced a US$ 1.5 billion investment in building a new battery materials factory in Terre Haute, Indiana, U.S. The growth in EV production will spur the demand for graphite during the forecast period.

Rising Global Demand for Steel

According to OECD data, the global steel demand exceeded 2,498 million metric tons in 2023, topping off a third straight year of growth. The surge in steel demand is mainly due to growing industrialization of the Asia-Pacific, rising infrastructure development and improving consumer sentiment on the back of a stronger recovery from the COVID-19 pandemic.

Countries such as India are already increasing the steel production capacity in growing anticipation of future demand. For instance, ArcelorMittal is planning to open the world's largest steel production facility at Hazira, in western India, by 2029. Modern electric steel furnaces utilize graphite electrodes, therefore, an increase in global steel demand will consequently raise the demand for graphite.

Increased Price Volatility

The price of the chief precursor material used in graphite production, needle coke has witnessed increased fluctuation in recent due to factors such as mismatched supply and demand dynamics, geopolitical developments, changes in government economic regulations and the overall global economic conditions.

Volatility in the prices of raw materials can create significant upward pricing pressures for graphite producers. Abrupt volatility in raw material prices has often resulted in higher production costs and erosion in the profit margins of most producers. To offset the increase in costs, graphite producers often raise the prices of electrodes, making them less competitive in the market.

Segment Analysis

The global graphite market is segmented based on type, application and region.

Automotive Battery Production will Account for a Major Market Share

Currently the biggest demand for graphite is for the production of graphite electrodes used in the production of lithium-ion batteries, mainly used as a power source in modern electric vehicles. New advancements in lithium-ion battery technology will further augment the demand for graphite.

For instance, by utilizing 15% of graphite with Ionisil in a water-based binder system, the resulting electrodes exhibit much higher conduction capacity as compared to a traditional electrode made from pure graphite. Such improvement in production capacity will further boost the adoption of electric vehicles.

Geographical Penetration

Asia-Pacific to Garner the Largest Market Share

The electrification of passenger vehicles segment in China remains the chief factor behind the high share of Asia-Pacific in the global market. China has emerged as the largest manufacturer of electric vehicles globally, accounting for nearly 60% of the global production in 2022. The sale of new EVs in China has shot up by 82% in 2022 over the previous year. Many Chinese EV makers are currently looking for ways to increase their exports to new overseas markets.

Being the largest graphite producer grants China an inherent advantage in the race of passenger vehicle electrification. Most local manufacturers are also aided by lower energy costs and government subsidies. As Chinese EV makers have continued the development of new battery chemistries to improve the range and performance of the next generation of electric vehicles. A such, China will continue to generate a disproportionately large demand for graphite during the forecast period.

COVID-19 Impact Analysis

The pandemic created many challenges for the global graphite market. Due to a visible crash in demand from major end-user industries such as lubricant and battery manufacturers, the graphite market experienced a relatively steep decline during the early phase of the COVD-19 pandemic through 2020.

With the partial lifting of pandemic lockdown restrictions, many producers began to aggressively increase production in anticipation of a spike in demand. However, total demand recovery would not occur until early 2022, since lingering supply chain disruptions complicated the ability of manufacturers to fulfill the growing demand.

Russia-Ukraine War Impact Analysis

The Russia-Ukraine resulted in steep increase in energy prices, especially in Europe, creating an upheaval in the global graphite market. Therefore, China, which was the largest graphite producer before the war, further consolidated its position in the global market, as more companies exited European manufacturing operations.

The sanctions imposed on Russia also led to a collapse in exports of its graphite production. Many Russian graphite producers had to seek parallel export systems by relying on the international grey market. Many Russian graphite producers actually benefited due to the weakening of Russia's currency and a overall increase in global graphite prices.

By Type

Natural Graphite
- Amorphous Graphite
- Flake Graphite
- Vein Graphite
Synthetic Graphite
- Graphite Electrode
- Carbon Fiber
- Graphite Blocks
- Graphite Powder

By Application

Lubrication
Refractories
Foundry
Battery Production
Others

By Region

North America
- U.S.
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Spain
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

In February 2024, Westwater Resources, a U.S. based company specializing in the production of natural graphite, announced a 25% increase in graphite production at its facility in Alabama, U.S.
In December 2023, Graphite India, an Indian producer of graphite, announced a 31% stake purchase in Godi India, a battery materials manufacturer.
In January 2024, CarbonScape (CS). A New Zealand-based startup announced plans to commercialize its proprietary process of manufacturing synthetic graphite from woodchips.

Competitive Landscape

The major global players in the market include GrafTech International, Graphite India Limited, Nippon Graphite Industries Co. Ltd, Tokai Carbon, HEG Limited, Energizer Resources Inc., Focus Graphite Inc.,Showa Denko K.K., Sangraf International and Amg Advanced Metallurgical Group N.V.

Why Purchase the Report?

To visualize the global graphite market segmentation based on type, application and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of pouch tapes market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global graphite market report would provide approximately 50 tables, 43 figures and 183 Pages.

Target Audience 2024

Battery Component Manufacturers
Lubricant Manufacturers
Commodity Trading Companies
Industry Investors/Investment Bankers
Research Professionals

1.Methodology and Scope

1.1.Research Methodology
1.2.Research Objective and Scope of the Report

2.Definition and Overview

3.Executive Summary

3.1.Snippet by Type
3.2.Snippet by Application
3.3.Snippet by Region

4.Dynamics

4.1.Impacting Factors
- 4.1.1.Drivers
  - 4.1.1.1.Growing Production of Electric Vehicles (EVs)
  - 4.1.1.2.Rising Global Demand for Steel
- 4.1.2.Restraints
  - 4.1.2.1.Increased Price Volatility
- 4.1.3.Opportunity
- 4.1.4.Impact Analysis

5.Industry Analysis

5.1.Porter's Five Force Analysis
5.2.Supply Chain Analysis
5.3.Pricing Analysis
5.4.Regulatory Analysis
5.5.Russia-Ukraine War Impact Analysis
5.6.DMI Opinion

6.COVID-19 Analysis

6.1.Analysis of COVID-19
- 6.1.1.Scenario Before COVID
- 6.1.2.Scenario During COVID
- 6.1.3.Scenario Post COVID
6.2.Pricing Dynamics Amid COVID-19
6.3.Demand-Supply Spectrum
6.4.Government Initiatives Related to the Market During Pandemic
6.5.Manufacturers Strategic Initiatives
6.6.Conclusion

7.By Type

7.1.Introduction
- 7.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 7.1.2.Market Attractiveness Index, By Type
7.2.Natural Graphite*
- 7.2.1.Introduction
- 7.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
- 7.2.3.Amorphous Graphite
- 7.2.4.Flake Graphite
- 7.2.5.Vein Graphite
7.3.Synthetic Graphite
- 7.3.1.Graphite Electrode
- 7.3.2.Carbon Fiber
- 7.3.3.Graphite Blocks
- 7.3.4.Graphite Powder

8.By Application

8.1.Introduction
- 8.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 8.1.2.Market Attractiveness Index, By Application
8.2.Lubrication*
- 8.2.1.Introduction
- 8.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3.Refractories
8.4.Foundry
8.5.Battery Production
8.6.Others

9.By Region

9.1.Introduction
- 9.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 9.1.2.Market Attractiveness Index, By Region
9.2.North America
- 9.2.1.Introduction
- 9.2.2.Key Region-Specific Dynamics
- 9.2.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.2.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.2.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.2.5.1.U.S.
  - 9.2.5.2.Canada
  - 9.2.5.3.Mexico
9.3.Europe
- 9.3.1.Introduction
- 9.3.2.Key Region-Specific Dynamics
- 9.3.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.3.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.3.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.3.5.1.Germany
  - 9.3.5.2.UK
  - 9.3.5.3.France
  - 9.3.5.4.Italy
  - 9.3.5.5.Spain
  - 9.3.5.6.Rest of Europe
9.4.South America
- 9.4.1.Introduction
- 9.4.2.Key Region-Specific Dynamics
- 9.4.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.4.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.4.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.4.5.1.Brazil
  - 9.4.5.2.Argentina
  - 9.4.5.3.Rest of South America
9.5.Asia-Pacific
- 9.5.1.Introduction
- 9.5.2.Key Region-Specific Dynamics
- 9.5.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.5.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.5.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.5.5.1.China
  - 9.5.5.2.India
  - 9.5.5.3.Japan
  - 9.5.5.4.Australia
  - 9.5.5.5.Rest of Asia-Pacific
9.6.Middle East and Africa
- 9.6.1.Introduction
- 9.6.2.Key Region-Specific Dynamics
- 9.6.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 9.6.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

10.Competitive Landscape

10.1.Competitive Scenario
10.2.Market Positioning/Share Analysis
10.3.Mergers and Acquisitions Analysis

11.Company Profiles

11.1.GrafTech International*
- 11.1.1.Company Overview
- 11.1.2.Product Portfolio and Description
- 11.1.3.Financial Overview
- 11.1.4.Key Developments
11.2.Graphite India Limited
11.3.Nippon Graphite Industries Co. Ltd
11.4.Tokai Carbon
11.5.HEG Limited
11.6.Energizer Resources Inc.
11.7.Focus Graphite Inc.,
11.8.Showa Denko K.K.
11.9.Sangraf International
11.10.Amg Advanced Metallurgical Group N.V.

LIST NOT EXHAUSTIVE