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市場調查報告書

高性能電池的材料:供應鏈物流、市場規模與預測

Materials for Advanced Batteries - Cathodes, Anodes, Electrolytes, Separators and Other Materials for Advanced Batteries: Supply Chain Logistics, Market Sizing and Forecasts

出版商 Navigant Research 商品編碼 318752
出版日期 內容資訊 英文 66 Pages; 57 Tables, Charts & Figures
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高性能電池的材料:供應鏈物流、市場規模與預測 Materials for Advanced Batteries - Cathodes, Anodes, Electrolytes, Separators and Other Materials for Advanced Batteries: Supply Chain Logistics, Market Sizing and Forecasts
出版日期: 2014年11月04日 內容資訊: 英文 66 Pages; 57 Tables, Charts & Figures
簡介

高性能電池的主要結構材料,預計從2014年的73億美市場,2023年擴大到元193億美元市場。

本報告提供全球高性能電池產業的材料供應鏈調查分析、市場推動要素與阻礙、成長預測,加上主要化學因素材料相關驗證,也包含主要企業等,有系統的資訊。

第1章 摘要整理

第2章 市場問題點

  • 高性能電池的需求
  • 材料價格趨勢
  • 高性能電池的製造成本
  • 高性能電池材料的供應鏈物流
  • Tesla的Gigafactory和對電池產業的影響

第3章 技術的問題點

  • 高性能電池的化學因素
  • 鋰離子電池材料

第4章 主要企業

  • 陰極材料廠商
  • 陽極材料廠商
  • 電解質材料廠商
  • 分離器廠商
  • 整合材料供應商

第5章 市場預測

  • 高性能電池材料的預測
  • 結論與建議

第6章 企業名錄

第7章 簡稱清單

第8章 目錄

第9章 圖表

第10章 調查範圍、資訊來源、手法、註解

目錄
Product Code: MATAB-14

Cathodes, Anodes, Electrolytes, Separators, and Other Materials for Advanced Batteries: Supply Chain Logistics and Market Sizing and Forecasts.

The batteries industry is in the midst of a dramatic transformation. Long ruled by the lead-acid and primary alkaline chemistries, a new wave of advanced battery chemistries is starting to significantly penetrate the stationary, portable, and transportation markets. These advanced battery chemistries include lithium ion (Li-ion), redox flow, sodium metal halide, and advanced carbon lead-acid (ACLA). As the industry transforms, the supply chain of materials going into those batteries is also in the process of developing and maturing.

The expected growth of the supply chain is even more stunning when viewed through the lens of the weight of materials shipments. Total materials shipments are anticipated to increase from 304,516 MT in 2014 to 846,891 MT in 2023. The vast majority of those materials will likely be going into Li-ion batteries, which are expected to have a leading market share in all three of the major application areas: stationary, portable devices, and transportation. It is also expected that other chemistries will be making vast leaps in growth over the next 10 years, principally vanadium oxide and iron chromium flow batteries. According to Navigant Research, the primary component materials for advanced batteries are expected to increase from a $7.3 billion market in 2014 into a $19.3 billion market in 2023.

This Navigant Research report analyzes the global materials supply chain of the advanced batteries industry. The study explores the market drivers and barriers and growth forecast of the advanced batteries materials market. Global market forecasts for the capacity, shipments, and revenue of key raw materials inputs for advanced batteries, including lithium, cobalt, nickel, copper, and aluminum, and processed materials such as lithium carbonate, cathode powders, and fully processed graphite extend through 2023. The report also examines the key advanced battery chemistries and materials and discusses the strengths and weaknesses of the major industry players.

Key Questions Addressed:

  • How much growth will the materials supply chain for advanced batteries experience in the coming 10 years
  • Is the advanced batteries supply chain fully mature, or is it still in the process of development
  • What materials inputs into advanced batteries represent potential bottlenecks in the future
  • How will the world find new supplies of the materials needed for advanced batteries
  • What are the potential cost reductions that can make advanced batteries even more competitive

Table of Contents

1. Executive Summary

  • 1.1. Introduction

2. Market Issues

  • 2.1. Advanced Battery Demand
  • 2.2. Materials Pricing Dynamics
  • 2.3. Manufacturing Cost of Advanced Batteries
  • 2.4. Supply Chain Logistics of Materials for Advanced Batteries
  • 2.5. The Tesla Gigafactory and Its Impact on the Batteries Industry

3. Technology Issues

  • 3.1. Advanced Battery Chemistries
    • 3.1.1. Advanced Carbon Lead-Acid
    • 3.1.2. Sodium Nickel Chloride
    • 3.1.3. Flow Batteries
    • 3.1.4. Next-Generation Advanced Batteries
    • 3.1.5. Li-Ion
  • 3.2. Li-Ion Battery Materials
    • 3.2.1. Cathode
      • 3.2.1.1. Lithium Cobalt Oxide
      • 3.2.1.2. Lithium Manganese Spinel
      • 3.2.1.3. Lithium Iron Phosphate
      • 3.2.1.4. NCA
      • 3.2.1.5. NMC
    • 3.2.2. Anode
      • 3.2.2.1. Graphite
      • 3.2.2.2. Silicon
    • 3.2.3. Electrolyte
      • 3.2.3.1. Lithium Hexafluorophosphate
      • 3.2.3.2. Hydrocarbon Solvents
    • 3.2.4. Separator
    • 3.2.5. Other Chemicals
    • 3.2.6. Other Materials

4. Key Industry Players

  • 4.1. Cathode Material Manufacturers
    • 4.1.1. FMC Lithium
    • 4.1.2. Rockwood Lithium
    • 4.1.3. SQM
    • 4.1.4. Umicore
    • 4.1.5. Other Cathode Material Players
  • 4.2. Anode Material Manufacturers
    • 4.2.1. 3M
    • 4.2.2. Hitachi Chemical
    • 4.2.3. SGL Group
    • 4.2.4. Other Anode Material Players
  • 4.3. Electrolyte Material Manufacturers
    • 4.3.1. Ube Group
    • 4.3.2. Other Electrolyte Material Players
  • 4.4. Separator Manufacturers
    • 4.4.1. Celgard
    • 4.4.2. Other Separator Players
  • 4.5. Consolidated Materials Suppliers
    • 4.5.1. LG Chem
    • 4.5.2. Samsung SDI

5. Market Forecasts

  • 5.1. Advanced Batteries Materials Forecasts
    • 5.1.1. Raw Materials and Processed Materials Inputs for Advanced Batteries
      • 5.1.1.1. Lithium Ore and Lithium Carbonate
      • 5.1.1.2. Cobalt Ore and Processed Cobalt
      • 5.1.1.3. Nickel Ore and Processed Nickel
      • 5.1.1.4. Raw Graphite and Milled Graphite
      • 5.1.1.5. Bauxite and Processed Aluminum
      • 5.1.1.6. Copper Ore and Processed Copper
    • 5.1.2. Cathode Powder Shipments and Revenue
      • 5.1.2.1. NMC Cathode Powder Shipments and Revenue
      • 5.1.2.2. NCA Cathode Powder Shipments and Revenue
      • 5.1.2.3. LMO Cathode Powder Shipments and Revenue
      • 5.1.2.4. LCO Cathode Powder Shipments and Revenue
      • 5.1.2.5. LFP Cathode Powder Shipments and Revenue
    • 5.1.3. Anode Powder Shipments
      • 5.1.3.1. Graphite Anode Powder Shipments and Revenue
      • 5.1.3.2. LTO Anode Powder Shipments and Revenue
    • 5.1.4. Electrolyte Shipments
      • 5.1.4.1. LiPF6 Shipments and Revenue
      • 5.1.4.2. Vanadium Oxide Electrolyte Shipments and Revenue
      • 5.1.4.3. Iron Chromium Electrolyte Shipments and Revenue
    • 5.1.5. Separator Shipments and Revenue
  • 5.2. Conclusions and Recommendations

6. Company Directory

7. Acronym and Abbreviation List

8. Table of Contents

9. Table of Charts and Figures

10. Scope of Study, Sources and Methodology, Notes

List of Charts and Figures

  • Advanced Batteries Materials Revenue by Primary Component, World Markets: 2014-2023
  • Advanced Batteries Energy Capacity and Revenue by Application, World Markets: 2014-2023
  • Raw, Refined, and Fully Processed Material Prices for NCA Batteries, World Markets: 2014
  • Makeup of Typical Li-Ion Battery by Material Weight and Manufacturing Cost, World Markets: 2014
  • Manufacturing Cost of Li-Ion Batteries by Cost Segment, World Markets: 2014
  • Lithium Ore and Lithium Carbonate Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • Cobalt Ore and Processed Cobalt Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • Nickel Ore and Processed Nickel Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • Raw Graphite and Milled Graphite Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • Bauxite Ore and Processed Aluminum Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • Copper Ore and Processed Copper Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • NMC Cathode Powder Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • NCA Cathode Powder Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • LMO Cathode Powder Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • LCO Cathode Powder Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • LFP Cathode Powder Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • Graphite Anode Powder Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • LTO Anode Powder Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • LiPF6 Electrolyte Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • Vanadium Oxide Electrolyte Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • Iron Chromium Electrolyte Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • Separator Shipments and Revenue for Advanced Batteries, World Markets: 2014-2023
  • Lithium's Journey from Extraction to Sale of the End-Use Product

List of Tables

  • Advanced Batteries Materials Revenue by Primary Component, World Markets: 2014-2023
  • Advanced Batteries Energy Capacity and Revenue by Application, World Markets: 2014-2023
  • Raw, Refined, and Fully Processed Material Prices for NCA Batteries, World Markets: 2014
  • ASPs for Battery Inputs by Raw Material, World Markets: 2014
  • ASPs for Battery Inputs by Processed Material, World Markets: 2014
  • ASPs for Battery Inputs by Final Precursor Material, World Markets: 2014
  • Makeup of Typical Li-Ion Battery by Material Weight and Manufacturing Cost, World Markets: 2014
  • Manufacturing Cost of Li-Ion Batteries by Cost Segment, World Markets: 2014
  • Raw Materials in LCO Battery by Percentage of Weight
  • Raw Materials in LMO Battery by Percentage of Weight
  • Raw Materials in LFP Battery by Percentage of Weight
  • Raw Materials in NCA Battery by Percentage of Weight
  • Raw Materials in NMC Battery by Percentage of Weight
  • Raw Materials in LTO Battery by Percentage of Weight
  • Raw Materials in Lithium Sulfur Battery by Percentage of Weight
  • Raw Materials in Solid Electrolyte Battery by Percentage of Weight
  • Raw Materials in Metal Air Battery by Percentage of Weight
  • Raw Materials in Vanadium Flow Battery by Percentage of Weight
  • Raw Materials in Iron Chromium Flow Battery by Percentage of Weight
  • Raw Materials in Electric Double-Layer Capacitor Ultracapacitor by Percentage of Weight
  • Raw Materials in Lithium Capacitor Ultracapacitor by Percentage of Weight
  • Advanced Batteries Input Shipments by Raw Material, World Markets: 2014-2023
  • Advanced Batteries Input Shipments by Refined Material, World Markets: 2014-2023
  • Advanced Batteries Input Shipments by Fully Processed Material, World Markets: 2014-2023
  • Advanced Batteries Input Revenue by Raw Material, World Markets: 2014-2023
  • Advanced Batteries Input Revenue by Processed Precursor Material, World Markets: 2014-2023
  • Advanced Batteries Fully Input Revenue by Processed Material, World Markets: 2014-2023
  • Manufacturing Cost of NCA Small-Format Cylindrical Batteries: 2014 and 2020
  • Energy Density and Price of Li-Ion Sub-Chemistries: 2014 and 2023
  • Other Cathode Material Players
  • Other Anode Material Players
  • Other Electrolyte Material Players
  • Other Separator Players
  • Materials Segmentation
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