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市場調查報告書

商品編碼

1336725

全球正極材料市場 - 2023-2030

Global Cathode Materials Market - 2023-2030

出版日期: 2023年08月22日 | 出版商:

DataM Intelligence | 英文 195 Pages | 商品交期: 約2個工作天內

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簡介目錄

市場概況

全球正極材料市場2022年達到243億美元，預計到2030年將達到742億美元，2023-2030年預測期間年複合成長率為14.7%。

陰極材料市場的主要成長是由於航空航太、國防和汽車等各個行業的需求不斷成長。在儲能系統中，陰極起著重要作用，因為它們用於電網級存儲和住宅儲能。該儲能系統存儲可再生能源，從而確保穩定的電力供應。隨著儲能系統的發展，這些應用對陰極材料的需求也隨之成長。

亞太地區正極材料市場成長最快，佔全球佔有率超過63.3%。中國、日本和印度等國家在正極材料的生產和開發方面顯示出巨大的成長。主要參與者正在對該地區進行投資，以加速該地區的成長。

例如，2022 年 10 月 17 日，柏克德開發了一座新的製造工廠。新工廠生產磷酸鐵鋰正極，由於其儲能能力，該正極將廣泛用於電動汽車。 Bechtel 還宣布與 Mitra Chem 合作，雙方都致力於電池創新。由於電池是電動汽車的關鍵部件。

市場動態

電動汽車日益普及

電動汽車需求的不斷成長極大地影響了正極材料的成長。由於電池開發中正極材料的使用量增加，包括純電動汽車和混合動力電動汽車在內的電動汽車有所增加。政府的支持和激勵是正極材料成長的主要驅動力之一。

政府針對正極材料的採用實施了各種政策，這也影響了電動汽車的成長。隨著消費者轉向更永續的交通選擇，這是正極材料成長和發展的主要因素。由於這些因素，對鋰離子電池的需求增加。

陰極材料徹底改變航空航太和國防領域的儲能

由於其可靠的高能量存儲解決方案，正極材料在航空航太和國防領域具有多種應用。電池使用在衛星中發電的陰極材料。由於技術的各種發展，衛星依賴於電池，電池存儲太陽能電池板產生的能量，當需要高功率時，從這些太陽能電池板釋放能量。陰極材料主要用於航空航太和國防領域，各公司正在大力投資以滿足該領域的材料需求。

例如，2023年5月3日，有消息稱寧德時代電池將為電動飛機提供動力。近日在上海舉行的車展上，全球最大的電池製造商聲稱電動飛機一次充電可飛行1000公里。隨著行業向電氣化邁進，寧德時代開始研究這項技術。

政府嚴格監管

正極材料的生產和開發需要原料，成本較高。政府嚴厲的政策和規定導致正極材料市場的成長下滑。為了保護環境，政府對正極材料的生產中使用有害物質頒布了各種限制。

例如，2023 年 2 月 8 日，國家科學技術研究委員會的一份報告談到了錳基高能正極材料的衰落。錳是尖晶石正極材料中使用的主要元素。但與鎳基陰極相比，錳原料的價格是其兩倍。

COVID-19 影響分析

世界各地政府實施的封鎖導致供應鏈管理系統受到干擾。疫情導致正極材料成本增加，其中包括利息貸款和股權投資者回報增加。新冠疫情影響正極材料市場，導致電池價格上漲。經濟波動導致儲能項目投資減少。

由於正極材料生產成本上升和貸款收緊，前期項目被擱置。許多組織發現在財務狀況下很難投資項目，從而導致項目延遲。中國擁有最大的鋰離子電池電動汽車生產市場，受到影響，依賴中國的企業損失慘重。

俄羅斯-烏克蘭戰爭影響

由於俄羅斯和烏克蘭戰爭，製造正極材料的資源供應受到影響。由於地緣政治緊張局勢，關鍵的鎳、錳和鋰等資源面臨中斷。這些資源的短缺會導致價格波動和延誤。由於衝突，該地區政府實施了貿易限制。

鋰是電動汽車生產中使用的鋰離子電池中要求最高的組件之一。由於地緣政治問題，投資者撤回投資。這些衝突推遲了對包括為正極材料市場建立製造工廠在內的項目的投資。由於戰爭市場階段，地緣政治問題減緩了正極材料市場的成長和生產。

Market Overview

Global Cathode Materials Market reached US$ 24.3 billion in 2022 and is expected to reach US$ 74.2 billion by 2030 growing with a CAGR of 14.7% during the forecast period 2023-2030.

The major growth in the cathode material market is due to increasing demand from various sectors named aerospace, defense and automotive. In energy storage systems cathode plays a significant role as they are used in grid-level storage and residential energy storage. This energy storage system stores renewable energy which leads to ensuring a stable power supply. As energy storage system grows the demand for cathode materials also grows for these applications.

Asia-Pacific has shown the fastest growth in the cathode material market leading to contribute more than 63.3% share globally. Countries like China, Japan and India have shown tremendous growth in the production and development of cathode materials. Key players are investing in the region to accelerate regional growth.

For instance, on 17 October 2022, a new manufacturing facility develops by Bechtel. The new facility produces Lithium iron phosphate cathode and this cathode will be broadly used in electric vehicles due to its energy storage capacity. Bechtel also announces its partnership with Mitra Chem as they both are working on building innovation to the battery. As batteries are a critical component in electric vehicles.

Market Dynamics

Rising Popularity of Electric Vehicles

The increasing demand for electric vehicles significantly impacted the growth of cathode materials. Electric vehicles that include battery electric vehicles and hybrid electric vehicles increased due to an increase in the usage of cathode materials for the development of batteries. Government support and incentives are one of the primary drivers behind the growth of cathode materials.

The government implemented various policies for the adoption of cathode materials which also impacted the growth of electric vehicles. As consumers are shifting towards more sustainable transportation options that is the major factor for the growth and development of cathode materials. Due to these factors, the demand for lithium-ion batteries increases.

Cathode Materials Revolutionizing Energy Storage in Aerospace and Defense

The cathode materials have various applications in the aerospace and defense sector due to their reliable and high-energy storage solutions. Batteries use cathode materials that generate power in satellites. Due to various growth in technology satellites rely on batteries, which store energy generated by solar panels, when there is a need for high power the energy is released from these solar panels. Cathode materials have been predominantly used in the aerospace and defense sector and companies are heavily investing to overcome the material demand in the sector.

For instance, on 3 May 2023, news was released that CATL batteries will power electric airplanes. Recently auto expo was held in Shanghai in which the world largest battery maker claimed that electric aircraft has the capacity to fly 1000 kilometers on one single charge. CATL started working on this technology as industries are moving towards electrification.

Government Stringent Regulations

For production and development of cathode materials requires raw materials which are high in cost. Government stringent policies and rules lead to the downfall of the growth of the cathode material market. To protect the environment and worker government issued various restrictions as hazardous materials were used for the production of cathode materials.

For instance, on 8 February 2023, a report by the national research council of Science and Technology addresses the downfall in manganese-based high-energy cathode materials. Manganese is the main element used in spinel cathode materials. But the price of manganese raw material is double when compared to nickel-based cathodes.

COVID-19 Impact Analysis

Lockdown imposed by the government worldwide causes a disturbance in the supply chain management system. The pandemic led to increased costs of cathode materials that includes higher interest loans and returns for equity investors. COVID affects the cathode material market due to which the price of batteries increases. The economic disturbance leads to decrease investment in energy storage projects.

Due to the increase in the cost of production of cathode materials and stricter loans, the projects which are in their early stages are put on hold. Many organizations find it difficult to invest in projects under financial situations which leads to delays in projects. China which has the largest market for the production of electric vehicles that use lithium-ion batteries got affected, due to which companies which rely on China phase heavy losses.

Russia-Ukraine War Impact

Due to the Russia-Ukraine war, the supply of resources for manufacturing cathode materials was affected. Resources like critical nickel, manganese and lithium face disruptions due to geopolitical tensions. Shortage of these resources results in fluctuating prices and delays. Due to conflict government in this region imposed trade restrictions.

Lithium is one of the most demanding components of lithium-ion batteries which were used in the production of EVs. Investors step back with their investments due to geopolitical issues. The conflicts delay investment in projects that includes setting up manufacturing plants for the cathode materials market. Due to the war market phases geopolitical issues slow downs the growth and production of the cathode material market.

Segment Analysis

The global cathode materials are segmented based on material,battery and region.

Growing Demand for Lithium-Ion Cathode Materials in Electric Vehicles

Due to the rise in the growth of electric vehicles, the demand for cathode materials also increases. Electric vehicles majorly rely on lithium-ion batteries as they have better energy storage compared to traditional storage systems. EV requires fast charging infrastructure, so lithium-ion with cathode materials charges quickly and leads to reduce the time required to replenish batteries. The growing adoption of EVs in both developed and developing countries acts as a major driver for the lithium-ion cathode materials market leading it to cover more than 1/3rd globally.

Furthermore, lithium-ion batteries produce zero tailpipe emissions which lead to reduced greenhouse gas emissions and also improve the quality of air. As lithium-ion batteries have a lower impact on the environment when compared with other fossil fuels companies are contnorusly investing in adopting this material leading to improve market growth.

Geographical Penetration

Collaborative Ventures for the Production of Cathode Materials

Asia-Pacific, including China, Japan, India and South Korea witnessed major growth in the cathode materials market. China has had significant growth in the production of cathode materials which has made it contribute more than half share regionally. As the government has various rules and regulations due to which demand for cathode materials increases. Japan has various advanced technology in the automotive industry where cathode materials were used. Researchers in Japan and South Kore are working on the cathode material market and research is still going on.

For instance, on 18 April 2023, there is a collaboration between a South Korean chemical company and the Chinese company huayou cobalt for setting up a manufacturing plant for nickel, cobalt and manganese cathode materials in south korea. The factory setsup in the Saemangeum national industrial complex which has a production capacity of 50,000 tonnes of materials planned up to 2026. According to news South Korean company also plans for setting production plant for metal sulfates.

Competitive Landscape

The major global players in the market include: Umicore, Sumitomo Metal Mining Co., Ltd., POSCO, Zhejiang Huayou Cobalt, Shenzhen Dynanonic Co., Ltd. , Johnson Matthey, Targray Technology International, BASF SE, Mitsubishi Chemical Corporation, Kureha Corporation.

Why Purchase the Report?

To visualize the global cathode materials market segmented based on material, battery 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 cathode Materials 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 product of all the major players.

The global cathode materials market report would provide approximately 53 tables, 50 figures and 195 Pages

Target Audience 2023

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

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 Material
3.2. Snippet By Battery
3.3. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Rising Popularity of Electric Vehicles
  - 4.1.1.2. Rising Demand for Sustainable and High-Performance Energy Storage Solutions
- 4.1.2. Restraints
  - 4.1.2.1. Government Stringent Regulations
  - 4.1.2.2. Cost and Health Hazards
- 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-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 Material

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 7.1.2. Market Attractiveness Index, By Material
7.2. Lithium Iron Phosphate (LFP)*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Lithium Cobalt Oxide (LCO)
7.4. Lithium Nickel Manganese Cobalt (NMC)
7.5. Lithium Nickel Cobalt Aluminum (NCA)
7.6. Lithium Manganese Oxide (LMO)
7.7. Lead-Dioxide
7.8. Other

8. By Battery

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 8.1.2. Market Attractiveness Index, By Battery
8.2. Lithium-Ion *
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Lead-Acid
8.4. Other

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 Material
- 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 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 Material
- 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 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. 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 Size Analysis and Y-o-Y Growth Analysis (%), By Material
- 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 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 Material
- 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 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 Material
- 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery

10. Competitive Landscape

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

11. Company Profiles

11.1. Umicore *
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. Sumitomo Metal Mining Co., Ltd.
11.3. POSCO
11.4. Zhejiang Huayou Cobalt
11.5. Shenzhen Dynanonic Co., Ltd.
11.6. Johnson Matthey
11.7. Targray Technology International
11.8. BASF SE
11.9. Mitsubishi Chemical Corporation
11.10. Kureha Corporation

LIST NOT EXHAUSTIVE