首頁 > 市場調查報告書 > 材料

稀有金屬

市場調查報告書

商品編碼

1446830

全球鋰市場 - 2024-2031

Global Lithium Market - 2024-2031

出版日期: 2024年02月13日 | 出版商:

DataM Intelligence | 英文 187 Pages | 商品交期: 約2個工作天內

價格

※ 本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

概述

2023年全球鋰市場規模達93億美元，預計2031年將達到3,880萬美元，2024-2031年預測期間CAGR為19.5%。

電動車是鋰市場成長的主要動力。鋰離子電池對於提供醫療和更長行駛里程的電動車至關重要。隨著人們對永續發展的日益關注以及向清潔交通的過渡，對電動車的需求預計將上升，從而推動對鋰的需求。

亞太地區各國政府積極支持鋰產業，大力投資研發、基礎建設及金融投資。中國電動車 (EV) 經歷了顯著成長。例如，截至 2023 年 5 月 4 日，光是中國就售出了約 680 萬輛電動車，連續第八年成為全球最大的電動車市場。這一成長的推動因素是政府的支持、慷慨的補貼、稅收減免和其他旨在刺激電動車供應和創造需求的政策激勵措施。

鋰是電動車電池的主要組成部分，在中國電動車產業中發揮著至關重要的作用。中國企業主要專注於鋰離子電池的開發和生產，其中包括磷酸鐵鋰電池，這為電動車市場的成長做出了貢獻。中國對關鍵電池材料的控制也使其在全球鋰市場上具有競爭優勢。

動力學

電動車 (EV) 需求的成長

電動車（EV）需求不斷成長正在推動鋰市場向前發展。鋰離子電池以其高能量密度而聞名，能夠在緊湊、輕量的封裝中儲存更多的能量，超越了其他電池技術。此特性可延長電動車的行駛里程並提高性能。此外，鋰電池表現出顯著的充放電能力，有助於縮短充電時間，最終降低電動車的整體充電需求。

例如，總部位於盧森堡的Livista於2023年6月18日發佈公告。Livista透露計劃建立一家專門為電動汽車電池量身定做的鋰精煉廠。該工廠的目標是提煉 40,000 噸鋰，這是鋰離子電池的重要組成部分。該策略舉措是對電動車需求激增和穩定鋰供應的迫切需求的回應。 Livista 的努力與促進永續和環保移動解決方案的發展做出貢獻的目標一致，確保為不斷成長的電動車市場提供穩定的鋰來源。

政府舉措

全球各國政府都在積極倡導電動車（EV）的廣泛採用，將其作為遏制溫室氣體排放和解決氣候變遷問題的關鍵策略。與替代電池技術相比，鋰離子電池具有高能量密度和更長的使用壽命，因此成為電動車的首選。政府措施旨在確保鋰的穩定供應，從而確保對電池生產至關重要的材料的持續供應。

一個值得注意的例子是 2023 年 4 月 17 日採取的舉措。鋰是廣泛用於手機、電腦和汽車應用的電池的關鍵成分，並發揮核心作用。政府推出的「更快採用和製造汽車」(FAME) 計畫強調了其對促進採用鋰電池的清潔能源汽車的承諾。在 2023 年的巨額預算撥款中，政府為 FAME 指定了 517.2 億印度盧比，為加速向清潔能源轉型提供激勵，並支持汽車行業的鋰市場。

鋰萃取和電池處置對環境的影響

鋰的萃取和加工會對環境造成重大影響。傳統採礦做法會導致棲息地破壞、水污染和溫室氣體排放。此外，如果管理不當，鋰離子電池在生命週期結束時的處理也會帶來環境挑戰。

儘管與替代技術相比，鋰離子電池具有高能量密度，但其醫療能力有其固有的限制。研究人員正在積極開發新的電池技術來解決這些限制。然而，這種追求可能會導致汽車應用的行駛里程縮短。平衡鋰離子電池的優點和環境缺點仍然是開發永續能源儲存解決方案的持續努力的重點。

The electric vehicle is a major driver for the growth of lithium in the market. Lithium-ion batteries are essential for EVs which provide Medical and longer driving ranges. With the growing focus on sustainability and the transition towards cleaner transportation, the demand for EVs is expected to rise, thus boosting the demand for lithium.

Governments in Asia-Pacific actively supporting the lithium industry and heavily investing in research and development, Infrastructure development and financial investment. China experienced significant growth in EV Automotive (EV). For instance, On 4 May 2023, China alone sold around 6.8 million EVs and marked the world's largest market for EVs for a straight eighth consecutive year. The growth has been driven because of government support, generous subsidies, tax breaks and other policy incentives aimed at both stimulating the supply of EVs and creating demand for them.

Lithium is a major component of EV batteries and plays a vital role in China's EV industry. Companies in China majorly focus on the development and production of lithium-ion batteries, that include LFP batteries, which have contributed to the growth of the EV market. China's control over critical battery materials has also given it a competitive advantage in the global lithium market.

Dynamics

Rise in Electric Vehicle (EV) Demand

The escalating demand for electric vehicles (EVs) is propelling the lithium market forward. Lithium-ion batteries, known for their high energy density, enable the storage of more energy in a compact and lightweight package, surpassing other battery technologies. The characteristic results in extended driving ranges and enhanced performance for EVs. Moreover, lithium batteries exhibit notable charge-discharge capabilities, facilitating quicker charging times and ultimately reducing the overall charging requirements for electric vehicles.

For instance, the announcement made by Luxembourg-based Livista on June 18, 2023. Livista revealed plans to establish a dedicated lithium refinery, specifically tailored for electric vehicle batteries. The facility aims to refine 40,000 Tons of lithium, a crucial component in lithium-ion batteries. The strategic initiative is a response to the surging demand for EVs and the imperative for a stable lithium supply. Livista's endeavor aligns with the goal of contributing to the advancement of sustainable and environmentally friendly mobility solutions, ensuring a steadfast source of lithium for the ever-growing electric vehicle market.

Government Initiatives

Governments globally are actively championing the widespread adoption of electric vehicles (EVs) as a pivotal strategy to curb greenhouse gas emissions and address climate change concerns. Lithium-ion batteries stand out as the preferred choice for EVs, given their high energy density and longer lifespan compared to alternative battery technologies. Government initiatives are geared towards securing a stable supply of lithium, thus ensuring a consistent availability of materials crucial for battery production.

A noteworthy example is the initiative taken on April 17, 2023. Lithium, a key component in batteries extensively used in cell phones, computers and automotive applications, plays a central role. The government's launch of the Faster Adoption and Manufacturing of Automotive (FAME) program underscores its commitment to fostering the adoption of clean energy vehicles employing lithium batteries. In a significant budget allocation in 2023, the government earmarked INR 51.72 billion for FAME, providing incentives to accelerate the transition towards cleaner energy and bolstering the lithium market in the automotive sector.

Environmental Impact of Lithium Extraction and Battery Disposal

The extraction and processing of lithium carry significant environmental consequences. Conventional mining practices lead to habitat destruction, water pollution and the emission of greenhouse gases. Moreover, the disposal of lithium-ion batteries at the end of their life cycle presents environmental challenges when not managed properly.

Despite the high energy density of lithium-ion batteries compared to alternative technologies, there are inherent limitations in their medical capabilities. Researchers are actively engaged in developing new battery technologies to address these constraints. However, this pursuit may potentially result in shorter driving ranges for automotive applications. Balancing the advantages and environmental drawbacks of lithium-ion batteries remains a key focus in the ongoing efforts to develop sustainable energy storage solutions.

Segment Analysis

The global lithium market is segmented based on type, application, end-user and region.

Lithium-ion Batteries in Automotive Industry

The lithium market in the automotive industry is experiencing significant growth and transformation in recent years, driven primarily by the rapid expansion of electric vehicles (EVs). Lithium-ion batteries are the cornerstone of EV technology, offering high energy density and rechargeable capabilities crucial for powering electric cars. As governments globally implement stricter emission regulations and promote sustainable transportation solutions, the demand for EVs continues to rise, propelling the lithium market forward. Moreover, advancements in battery technology and manufacturing processes have led to cost reductions and improved performance, making EVs increasingly competitive with traditional internal combustion engine vehicles. The growing demand for lithium-ion batteries has resulted in significant investments in lithium mining and processing infrastructure to meet the needs of the automotive industry.

Geographical Penetration

Advancement in Technology Boost Growth of Lithium in Asia-Pacific

Asia-Pacific has witnessed significant advancements in lithium battery technology, which includes improvements in energy density, safety and charging capabilities. The advancements have made lithium-ion batteries more reliable and efficient, these factors boost the growth of the lithium market.

Naval Submarine Academy in Qingdao conducted a study, for instance, on 29 Oct 2022, in which it describes, China's conventional submarine fleet could soon be powered by lithium-ion batteries, similar to those used in electric cars. The researchers claim that this change could more than double the underwater endurance of submarines, provide faster acceleration and create more space for weapons. The lead-acid batteries currently used in these submarines have limitations such as low Medical capacity, slow charging, weak power output and toxic gas leaks.

Competitive Landscape

The major global players include Albemarle, Altura Mining Limited, Avalon Advanced Materials Inc, FMC, Critical Elements Corporation, Galaxy Resources Limited, Jiangxi Ganfeng Lithium Co. Ltd, Lithium Americas, Sichuan Tianqi Lithium Industries, SQM.

COVID-19 Impact Analysis

In the COVID-19 circumstance, it is predicted that the lithium-ion battery market experienced slower development since the pandemic is limiting the supply of batteries and other components to the industry and big factories as a result of the serious disruptions it is causing to the lithium businesses and the global economy. The supply chain for the battery sector has been influenced by the COVID scenario.

The COVID-19 issue has highlighted the problems like the region's excessive reliance, especially on China, in particular for essential raw materials. The suspension of operations in China and other Asia-Pacific nations has a significant impact on battery makers in US, Germany and Australia. Additionally, constrained manufacturing has caused a significant drop in company inputs.

Russia-Ukraine War Impact

Lithium supply disruption due to Russia and Ukraine war. Both have significant lithium reserves, with Russia being one of the world's top lithium producers. There might be a shortage of lithium on the market if the conflict continues it will effect production operations. Due to the shortage, lithium may become more expensive and less readily available for battery manufacturing.

Disruptions to the lithium battery supply chains could result from the conflict. Many international businesses rely on the facilities in Ukraine in particular, which is a significant hub for the production of batteries. The manufacture and delivery of lithium batteries may be affected if the conflict damages infrastructure or disrupts transportation, which might result in delays and possible shortages.

By Type

Alloys
Metal
Chloride
Carbonate
Hydroxide
Concentrate

By Application

Batteries
Lubricants
Automotive Parts
Energy Storage
Medical
Glass and Ceramics
Air Treatment
Metallurgy
Polymers
Others

By End-User

Consumer Electronics
Automotive
Medical
Industrial
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

On 28 Feb 2022, Luminous Power Technologies introduces the "Li-ON" series an integrated inverter with Lithium-ion batteries. The new series embraces the concept of an integrated approach to science and technology for a sustainable future. The Li-ON series offers a compact design, enhanced safety features, high efficiency and excellent performance with no maintenance requirements.
On 13 Mar 2023, MontaVista Energy Technologies Corporation introduced a new line of Lithium Metal Battery (LMB) products. The batteries, known as the METARY P series, offer both high power and high specific energy. In-flight tests conducted by various drone developers, commercial drones equipped with Montavista's LMBs demonstrated 60-80% longer flight times compared to those using traditional lithium-ion batteries.
On 20 Mar 2023, Mitsubishi Logisnext Americas group introduced the Triathlon Lithium-ion battery and charger solutions for UniCarriers product line of forklifts. The battery solutions will be available as a factory-installed option on most UniCarriers Class I and III forklift models in North and Latin America.

Why Purchase the Report?

To visualize the global lithium market segmentation based on type, application, end-user 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 lithium 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 lithium market report would provide approximately 61 tables, 69 figures and 187 Pages.

Target Audience 2024

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 Type
3.2. Snippet by Application
3.3. Snippet by End-User
3.4. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Rise in Electric Vehicle (EV) Demand
  - 4.1.1.2. Government Initiatives
- 4.1.2. Restraints
  - 4.1.2.1. Environmental Impact of Lithium Extraction and Battery Disposal
- 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 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. Alloys *
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Metal
7.4. Chloride
7.5. Carbonate
7.6. Hydroxide
7.7. Concentrate

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. Batteries *
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Lubricants
8.4. Automotive Parts
8.5. Energy Storage
8.6. Medical
8.7. Glass and Glass Ceramics
8.8. Air Treatment
8.9. Metallurgy
8.10. Polymers
8.11. Others

9. By End-User

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.1.2. Market Attractiveness Index, By End-User
9.2. Consumer Electronics*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. Automotive
9.4. Medical
9.5. Industrial
9.6. Others

10. By Region

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 10.1.2. Market Attractiveness Index, By Region
10.2. North America
- 10.2.1. Introduction
- 10.2.2. Key Region-Specific Dynamics
- 10.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 10.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.2.6.1. U.S.
  - 10.2.6.2. Canada
  - 10.2.6.3. Mexico
10.3. Europe
- 10.3.1. Introduction
- 10.3.2. Key Region-Specific Dynamics
- 10.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 10.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.3.6.1. Germany
  - 10.3.6.2. UK
  - 10.3.6.3. France
  - 10.3.6.4. Italy
  - 10.3.6.5. Spain
  - 10.3.6.6. Rest of Europe
10.4. South America
- 10.4.1. Introduction
- 10.4.2. Key Region-Specific Dynamics
- 10.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 10.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.4.6.1. Brazil
  - 10.4.6.2. Argentina
  - 10.4.6.3. Rest of South America
10.5. Asia-Pacific
- 10.5.1. Introduction
- 10.5.2. Key Region-Specific Dynamics
- 10.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 10.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.5.6.1. China
  - 10.5.6.2. India
  - 10.5.6.3. Japan
  - 10.5.6.4. Australia
  - 10.5.6.5. Rest of Asia-Pacific
10.6. Middle East and Africa
- 10.6.1. Introduction
- 10.6.2. Key Region-Specific Dynamics
- 10.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
- 10.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

11. Competitive Landscape

11.1. Competitive Scenario
11.2. Market Positioning/Share Analysis
11.3. Mergers and Acquisitions Analysis

12. Company Profiles

12.1. Albemarle *
- 12.1.1. Company Overview
- 12.1.2. Product Portfolio and Description
- 12.1.3. Financial Overview
- 12.1.4. Key Developments
12.2. Altura Mining Limited
12.3. Avalon Advanced Materials Inc
12.4. FMC
12.5. Critical Elements Corporation
12.6. Galaxy Resources Limited
12.7. Jiangxi Ganfeng Lithium Co. Ltd
12.8. Lithium Americas
12.9. Sichuan Tianqi Lithium Industries
12.10. SQM

LIST NOT EXHAUSTIVE