全球石墨電極市場 - 2023-2030年
市場調查報告書
商品編碼
1290385

全球石墨電極市場 - 2023-2030年

Global Graphite Electrode Market - 2023-2030

出版日期: | 出版商: DataM Intelligence | 英文 189 Pages | 商品交期: 約2個工作天內

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簡介目錄

市場概況

全球石墨電極市場在2022年達到81億美元,預計到2030年將達到130億美元,在2023-2030年的預測期間,複合年成長率為6.2%。

電弧爐因其成本低、靈活性強、對環境影響小,比傳統高爐更受歡迎。電弧爐利用石墨電極來產生煉鋼所需的熱量。全球鋼鐵行業已經逐漸轉向電弧爐,促使對石墨電極的需求增加。

2022年12月12日,印度GODI公司生產了有史以來第一批5.2 Ah 21700圓柱形鋰離子電池,其能量密度為275 Wh/kg,該公司獲得了BIS認證,可以銷售用國內開發的技術製造的鋰離子電池。

根據市場需求,一個本土開發團隊開發了電極成分。由於矽的能量密度比石墨高,電動汽車在一次充電的情況下可能有高達15-20%的航程。因此,在2022年,印度佔了超過1/4的區域市場佔有率,預計在預測期內將以顯著的複合成長率成長。

市場動態

向電弧爐的轉變

向電弧爐的轉變也是由淘汰傳統的煉鋼技術,如露天爐和鹼性氧氣爐(BOFs)所推動的。這些老技術由於其過時和不太環保的特性,正在被EAF所取代。鹼性爐不需要石墨電極,但它們對EAF來說是不可或缺的。因此,隨著越來越多的鋼鐵生產商從傳統技術過渡到EAFs,對石墨電極的需求也在成長。

例如,在歐洲,鋼鐵行業一直在積極減少其碳足跡,EAF的使用正在增加,而BOF正在被逐步淘汰。這種向EAF的過渡促使了該地區對石墨電極需求的激增。

對提高電池性能的材料需求不斷增加

15%的Ionisil替代可以使鋰離子電池在實際應用中增加20%的容量,從而增加每次充電可行駛的公里數。這意味著在石墨電極中加入Ionisil可以通過延長電動汽車的行駛里程來促進電動汽車的發展。

因此,該內容表明,在石墨電極中加入Ionisil有可能通過提供改進的鋰離子電池性能、增加能量儲存能力和提高電動汽車的行駛里程,以有競爭力的成本推動全球石墨電極市場的發展。

原料價格的波動

原料價格的波動也會影響針狀焦等關鍵投入品的可用性和供應。如果價格高度不可預測,石墨電極製造商在確保穩定和可靠的原料供應方面可能面臨挑戰。這可能會促使生產延遲、交貨時間延長和潛在的供應短缺,從而阻礙市場的成長。

當原料價格出現大幅波動時,石墨電極製造商在為其產品製定穩定價格方面可能面臨困難。如果原料價格大幅上漲,製造商可能會試圖通過提高石墨電極的價格將額外成本轉嫁給客戶。然而,這可能會使終端用戶無法負擔這些電極,有可能促使需求下降和市場成長放緩。

COVID-19影響分析

受大流行病影響的供需動態,加上市場的不確定性,促使了石墨電極行業的價格波動。由於需求減少和供應過剩,價格最初有所下降。然而,隨著需求的恢復和供應鏈挑戰的持續,價格開始穩定下來,在某些情況下甚至上升。波動的價格給製造商和消費者在管理成本和規劃營運方面帶來了挑戰。

俄烏戰爭影響分析

戰爭造成的供應中斷和不確定性可能促使石墨電極市場的價格波動。價格波動和供應短缺可能會影響嚴重依賴石墨電極的行業的盈利能力和規劃,如鋼鐵、鋁和電動汽車製造。

歐洲是石墨電極的重要消費者,幾個主要的鋼鐵生產國都在該地區。來自俄羅斯或烏克蘭的石墨電極供應的任何中斷都可能影響歐洲工業及其滿足生產需求的能力。這可能促使歐洲消費者從其他地區尋找石墨電極的替代來源,可能促使市場動態的變化。

人工智慧影響分析

人工智慧可以加速石墨電極行業的研究和開發工作。通過分析大量數據,人工智慧算法可以識別新材料,最佳化電極設計,改善製造工藝,從而提高產品性能和耐用性。人工智慧可以在最佳化石墨電極製造的能源消耗方面發揮作用。通過分析能源使用模式和識別最佳化的機會,人工智慧系統可以幫助降低能源成本,並促進永續的製造實踐。

因此,人工智慧有可能徹底改變歐洲和全球的石墨電極市場。它可以加強需求預測,最佳化生產流程,提高品質控制,簡化供應鏈管理,最佳化定價策略,加速研發,促進能源效率。

目錄

第一章:方法和範圍

  • 研究方法
  • 報告的研究目標和範圍

第二章:定義和概述

第三章:執行摘要

  • 按類型分類的市場簡述
  • 按應用分類的市場分析
  • 按地區分類的市場分析

第四章:動態變化

  • 影響因素
    • 驅動因素
      • 向電弧爐的轉變
      • 對提高電池性能的材料需求不斷成長
    • 限制因素
      • 原料價格的波動
    • 機會
    • 影響分析

第五章:行業分析

  • 波特的五力分析
  • 供應鏈分析
  • 價格分析
  • 監管分析

第六章:COVID-19分析

  • 對COVID-19的分析
    • COVID之前的情況
    • COVID期間的情況
    • COVID之後的情況
  • 在COVID期間的定價動態
  • 需求-供應譜系
  • 大流行期間與市場有關的政府計劃
  • 製造商的戰略計劃
  • 結語

第七章:按類型

    • 市場材料分析和同比成長分析(%),按類型分類
  • 常規電源(RP)
    • 市場材料分析和年同比成長分析(%)
  • 高功率(HP)
  • 超高功率(UHP)

第八章:按應用分類

    • 市場材料分析和同比成長分析(%),按應用分類
  • 電弧爐(EAF)
    • 市場材料分析和同比成長分析(%)
  • 鋼包爐(LF)
  • 其他

第九章:按地區

    • 市場材料分析和同比成長分析(%),按地區分類
  • 北美洲
    • 市場材料分析和同比成長分析(%),按類型分類
    • 按應用分類,市場材料分析和同比成長分析(%)。
    • 按國家分類,市場材料分析和同比成長分析(%)。
      • 美國
      • 加拿大
      • 墨西哥
  • 歐洲
    • 市場材料分析和同比成長分析(%),按類型分類
    • 市場材料分析和同比成長分析(%),按應用分類
    • 市場材料分析和同比成長分析(%),按國家分類
      • 德國
      • 英國
      • 法國
      • 義大利
      • 俄羅斯
      • 歐洲其他地區
  • 南美洲
    • 市場材料分析和同比成長分析(%),按類型分類
    • 市場材料分析和同比成長分析(%),按應用分類
    • 市場材料分析和同比成長分析(%),按國家分類
      • 巴西
      • 阿根廷
      • 南美其他地區
  • 亞太地區
    • 市場材料分析和同比成長分析(%),按類型分類
    • 市場材料分析和同比成長分析(%),按應用分類
    • 市場材料分析和同比成長分析(%),按國家分類
      • 中國
      • 印度
      • 日本
      • 澳大利亞
      • 亞太其他地區
  • 中東和非洲
    • 市場材料分析和同比成長分析(%),按類型分類
    • 市場材料分析和同比成長分析(%),按應用分類

第十章:競爭格局

  • 競爭格局
  • 市場定位/佔有率分析
  • 合併和收購分析

第十一章:公司簡介

  • GrafTech International
    • 公司概述
    • 產品組合和說明
    • 財務概況
    • 主要發展情況
  • Graphite India Limited
  • Nippon Carbon Co., Ltd
  • TOKAI CARBON
  • HEG LIMITED
  • Kaifeng Carbon Co., Ltd
  • JILIN CARBON
  • SHOWA DENKO KK
  • SANGRAF International
  • Misano Group

第十二章:附錄

簡介目錄
Product Code: MA303

Market Overview

The Global Graphite Electrode Market reached US$ 8.1 billion in 2022 and is expected to reach US$ 13.0 billion by 2030 growing with a CAGR of 6.2% during the forecast period 2023-2030.

Electric arc furnaces have gained popularity over traditional blast furnaces due to their lower cost, flexibility and reduced environmental impact. EAFs utilize graphite electrodes to generate the heat required for steelmaking. The global steel industry has been witnessing a gradual shift towards EAFs, leading to an increased demand for graphite electrodes.

On December 12, 2022, the first 5.2 Ah 21700 cylindrical lithium-ion cells ever made in India with an energy density of 275 Wh/kg based on silicon anode technology were produced by GODI India, a corporation that received BIS certification to sell lithium-ion cells made with domestically developed technology.

According to market demands, an indigenous development team developed the electrode composition. Due to the higher energy density of silicon compared to graphite, an electric car might have a range up to 15-20% greater on a single charge. Therefore, India accounted for more than 1/4rd of the regional market shares in 2022 and is expected to grow at a significant CAGR during the forecasted period.

Market Dynamics

Shift Towards Electric Arc Furnaces

The shift towards EAFs is also driven by the phasing out of legacy steelmaking technologies, such as open-hearth furnaces and basic oxygen furnaces (BOFs). These older technologies are being replaced by EAFs due to their outdated and less environmentally friendly nature. Graphite electrodes are not required in BOFs, but they are indispensable for EAFs. Hence, as more steel producers transition from legacy technologies to EAFs, the demand for graphite electrodes grows.

For instance, in Europe, where the steel industry has been actively reducing its carbon footprint, the use of EAFs is increasing while BOFs are being phased out. This transition towards EAFs has resulted in a surge in demand for graphite electrodes in the region.

Growing Demand for Materials to Enhance the Battery Performance

15% Ionisil substitution can result in a lithium-ion battery with 20% more capacity in practical applications, leading to an increase in the number of kilometers that can be driven per charge. This implies that incorporating Ionisil into graphite electrodes can contribute to the advancement of electric vehicles by extending their driving range.

Therefore, the content suggests that the incorporation of Ionisil in graphite electrodes has the potential to drive the global graphite electrode market by offering improved lithium-ion battery performance, increased energy storage capacity and enhanced driving range for electric vehicles, all at a competitive cost.

Volatility in Raw Material Prices

Volatile raw material prices can also impact the availability and supply of key inputs like needle coke. If the prices are highly unpredictable, graphite electrode manufacturers may face challenges in securing a stable and reliable supply of raw materials. This can result in production delays, increased lead times and potential supply shortages, which can hinder the growth of the market.

When raw material prices experience significant fluctuations, graphite electrode manufacturers may face difficulties in setting stable pricing for their products. If the prices of raw materials increase sharply, manufacturers may try to pass on the additional costs to customers by raising the prices of graphite electrodes. However, this can make the electrodes less affordable for end-users, potentially leading to a decline in demand and slower market growth.

COVID-19 Impact Analysis

The supply-demand dynamics affected by the pandemic, along with uncertainties in the market, led to price volatility in the graphite electrode industry. Prices initially declined due to reduced demand and excess supply. However, as demand recovered and supply chain challenges persisted, prices started to stabilize and, in some cases, even increased. Fluctuating prices posed challenges for both manufacturers and consumers in managing costs and planning their operations.

Russia-Ukraine War Impact Analysis

Supply disruptions and uncertainties caused by a war could lead to price volatility in the graphite electrodes market. Fluctuating prices and supply shortages may affect the profitability and planning of industries that heavily rely on graphite electrodes, such as steel, aluminum and electric vehicle manufacturing.

Europe is a significant consumer of graphite electrodes, with several major steel-producing countries located in the region. Any disruptions in the supply of graphite electrodes from Russia or Ukraine could impact European industries and their ability to meet production demands. This may prompt European consumers to explore alternative sources of graphite electrodes from other regions, potentially leading to shifts in market dynamics.

Artificial Intelligence Impact Analysis

AI can accelerate research and development efforts in the graphite electrodes industry. By analyzing vast amounts of data, AI algorithms can identify new materials, optimize electrode designs and improve manufacturing processes, leading to advancements in product performance and durability. AI can play a role in optimizing energy consumption in graphite electrode manufacturing. By analyzing energy usage patterns and identifying opportunities for optimization, AI systems can help reduce energy costs and contribute to sustainable manufacturing practices.

Therefore, AI has the potential to revolutionize the graphite electrodes market in Europe and globally. It enhances demand forecasting, optimizes production processes, improves quality control, streamlines supply chain management, optimizes pricing strategies, accelerates research and development and promotes energy efficiency.

Segment Analysis

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

Owing to their Superior and High-Quality Characteristics, the Ultra-High Power (UHP) Dominates the Global Graphite Electrode Market

The UHP graphite electrodes are capable of withstanding extremely high temperatures and can sustain intense electrical currents during the steelmaking process. They exhibit better mechanical strength, higher density and improved electrical conductivity compared to other types of graphite electrodes. As a result, UHP graphite electrodes are preferred for steel production methods that require high-power and efficient performance. Therefore, the ultra-high power (UHP) segment is currently the dominant type of graphite electrode in the global market, driven by its superior properties and suitability for demanding applications like steelmaking in electric arc furnaces. Additionally, high power (HP) is the second largest segment in the global graphite electrode market, acquiring nearly 1/4th of the global segmental share.

Geographical Analysis

North America's Natural Graphite Reserves and Established Manufacturing Infrastructure

North America has a well-developed manufacturing infrastructure, particularly in the United States, which supports the growth of the graphite electrode market. The region has advanced manufacturing facilities, expertise and technologies for graphite electrode production. These established capabilities allow North American manufacturers to produce high-quality graphite electrodes efficiently and meet the demands of various industries, including steel, aluminum and electric vehicles.

The presence of a strong manufacturing infrastructure promotes competitiveness, innovation and cost-effectiveness in the production process. It also enables manufacturers to cater to domestic demand and expand their export capabilities, contributing to market growth. Additionally, the U.S. accounts for more than 3/4th of the regional share and is expected to grow at the highest CAGR during the forecasted period in the region.

Competitive Landscape

The major global players include: GrafTech International, Graphite India Limited, Nippon Carbon Co., Ltd, TOKAI CARBON, HEG LIMITED, Kaifeng Carbon Co., Ltd, JILIN CARBON, SHOWA DENKO K.K., SANGRAF International and Misano Group.

Why Purchase the Report?

  • To visualize the global graphite electrode 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 graphite electrode 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 electrode market report would provide approximately 53 tables, 47 figures and 189 Pages.

Target Audience 2023

  • Manufacturers/ Buyers
  • Industry Investors/Investment Bankers
  • Research Professionals
  • Emerging Companies

Table of Contents

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. Market Snippet by Type
  • 3.2. Market Snippet by Application
  • 3.3. Market Snippet by Region

4. Dynamics

  • 4.1. Impacting Factors
    • 4.1.1. Drivers
      • 4.1.1.1. Shift Towards Electric Arc Furnaces
      • 4.1.1.2. Growing Demand for Materials to Enhance the Battery Performance
    • 4.1.2. Restraints
      • 4.1.2.1. Volatility in Raw Material Prices
    • 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

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
  • 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 Material Analysis and Y-o-Y Growth Analysis (%), By Type
    • 7.1.2. Market Attractiveness Index, By Type
  • 7.2. Regular Power (RP)*
    • 7.2.1. Introduction
    • 7.2.2. Market Material Analysis and Y-o-Y Growth Analysis (%)
  • 7.3. High Power (HP)
  • 7.4. Ultra-High Power (UHP)

8. By Application

  • 8.1. Introduction
    • 8.1.1. Market Material Analysis and Y-o-Y Growth Analysis (%), By Application
    • 8.1.2. Market Attractiveness Index, By Application
  • 8.2. Electric Arc Furnace (EAF)*
    • 8.2.1. Introduction
    • 8.2.2. Market Material Analysis and Y-o-Y Growth Analysis (%)
  • 8.3. Ladle Furnace (LF)
  • 8.4. Others

9. By Region

  • 9.1. Introduction
    • 9.1.1. Market Material 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 Material Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.2.4. Market Material Analysis and Y-o-Y Growth Analysis (%), By Application
    • 9.2.5. Market Material Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.2.5.1. The 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 Material Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.3.4. Market Material Analysis and Y-o-Y Growth Analysis (%), By Application
    • 9.3.5. Market Material Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.3.5.1. Germany
      • 9.3.5.2. The UK
      • 9.3.5.3. France
      • 9.3.5.4. Italy
      • 9.3.5.5. Russia
      • 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 Material Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.4.4. Market Material Analysis and Y-o-Y Growth Analysis (%), By Application
    • 9.4.5. Market Material 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 Material Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.5.4. Market Material Analysis and Y-o-Y Growth Analysis (%), By Application
    • 9.5.5. Market Material 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 Material Analysis and Y-o-Y Growth Analysis (%), By Type
    • 9.6.4. Market Material 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 Carbon Co., Ltd
  • 11.4. TOKAI CARBON
  • 11.5. HEG LIMITED
  • 11.6. Kaifeng Carbon Co., Ltd
  • 11.7. JILIN CARBON
  • 11.8. SHOWA DENKO K.K.
  • 11.9. SANGRAF International
  • 11.10. Misano Group

LIST NOT EXHAUSTIVE

12. Appendix

  • 12.1. About Us and Services
  • 12.2. Contact Us