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市場調查報告書

商品編碼

1304558

全球鋰離子電池回收市場 - 2023-2030

Global Lithium-Ion Battery Recycling Market - 2023-2030

出版日期: 2023年07月07日 | 出版商:

DataM Intelligence | 英文 205 Pages | 商品交期: 約2個工作天內

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簡介目錄

市場概述

全球鋰離子電池回收市場規模在2022年達到61億美元，預計到2030年將達到204億美元，2023-2030年的複合年成長率為22.3%。鋰離子電池已在攜帶式電子產品、電動汽車、軍事和航空航太應用中得到普及。電池技術的進步以及維護要求的降低推動了電動汽車的發展。

然而，隨著鋰離子電池在消費品中的使用量不斷增加，需要進行回收以防止潛在的危險，如爆炸和不當處置。鋰離子電池回收需求受多種因素驅動，包括電動汽車開發投資和促進電池回收的激勵措施。回收過程對於降低與這些電池處置相關的風險至關重要。

北美洲在全球鋰離子電池回收市場中成長顯著，佔市場佔有率的五分之一以上。這一成長可歸因於大量的政府投資和該地區的合作研發努力。在各種技術領域中，濕法冶金工藝成長迅速。該細分市場接近佔據技術細分市場約三分之一的市場佔有率。水冶技術因其更高的安全性和回收率而備受青睞。

市場動態

技術進步和新型鋰離子電池回收裝置數量增加

自20世紀90年代問世以來，鋰離子電池的成本一直是其應用的主要障礙。最先進的鋰離子電池的許多組件都是以補貼價格提供的。然而，最近的發現以及鋰離子電池製造商和汽車製造商的聲明預測，這些電池的價格將大幅下降，為主要參與者創造了未來發展的機會。由於大規模生產、零部件價格下降和電池容量技術的發展，鋰電池的價格正在下降。

據預測，鋰電池價格的下降將推動可再生能源存儲領域的發展，鋰離子電池的性能有望超過所有其他可充電電池。反過來，這一事實也可能提高對廢舊鋰離子電池的回收需求。例如，2021年7月23日，印度建造了最大的3GWh鋰離子電池製造和回收工廠。該工廠每年可生產1GWh/1,000 MWh電池，回收2GWh/2,000 MWh電池。

不斷增加的應用和投資

近年來，電動汽車（EV）的銷量一直在大幅成長。電動汽車需求的成長可歸因於幾個因素，包括環保意識、政府激勵措施和技術進步。 2021年，電動汽車銷量成長了40%。此外，中國是電動汽車鋰離子電池市場的第一大國，佔全球電動汽車銷量的40%左右。因此，這些終端用戶和鋰離子電池製造數量的成長正在引發全球回收設備市場的發展。

此外，各家公司正試圖採用新的方法來降低迴收廠的工藝成本，並解決環境污染問題。此外，電動汽車關鍵企業也在為改善電動汽車鋰離子電池回收做出貢獻。例如，2021年1月26日，芬蘭富騰集團（Fortum）宣布，將根據芬蘭國家電池政策，開展電池回收活動。富騰計劃於2021年2月在芬蘭Ikaalinen開設一家新的機械回收處理廠。

高投資成本

鋰離子電池設施的建立需要在技術收集、運輸和資源管理方面進行高額投資。印度等國仍處於起步階段，因為回收商甚至在B2B領域都舉步維艱。然而，在未來幾年內，B2C仍將是一個遙遠的現實。因此，印度的回收成本仍然是鋰離子電池回收市場成長的主要阻礙因素。

然而，在印度，鋰離子電池回收成本約為每公斤1.20-1.33美元（每公斤90-100盧比）。此外，根據2020年的新聞稿，電池電動汽車的最終使用汽車電池組價值為每千克4.0美元（每千克3.3英鎊），插電式混合動力電動汽車為每千克2.6美元（每千克2.2英鎊）。但英國的原始設備製造商要為出口加工的鋰離子電池支付每公斤3.6-9.8美元（每公斤3-8英鎊）的回收費用，回收的材料必須重新購買才能再利用。因此，與投資相比，利潤率極低。

COVID-19影響分析

COVID-19大流行對能源行業和其他生活領域產生了長期影響。在COVID-19危機期間，保持電力供應的連續性以滿足不同行業的需求並服務於消費者的需求是電力和公用事業供應商面臨的主要問題。

由於安全和距離標準的要求，該行業需要的工人數量減少，嚴格的衛生要求直接影響到現場工人和操作。需求減少帶來了技術問題，系統工程師試圖達到供電電壓和無功水準，以避免配電級無功停機的風險。

此外，由於COVID-19疫情的爆發，其他行業，如船舶行業，也面臨著市場佔有率減少的問題，這阻礙了鋰離子回收市場的發展。此外，COVID-19對電力行業的影響也阻礙了鋰離子電池回收，因為電力行業是鋰離子電池回收市場的主要終端用戶之一。

然而，大多數國家正在恢復其生產裝置，印度、美國、中國和其他發展中國家的疫苗接種率也在不斷提高，這使得對鋰電池相關產品的需求升級。生產單位的重新開放和跨境貿易的重新開放減少了供應鏈中斷的問題，導致近期市場重獲動力，並有望在預測期內實現該產品的預期市場潛力。

Market Overview

The Global Lithium-Ion Battery Recycling Market reached US$ 6.1 billion in 2022 and is expected to reach US$ 20.4 billion by 2030, growing with a CAGR of 22.3% during the forecast period 2023-2030. Lithium-ion batteries have become popular in portable electronics, electric vehicles, and military and aerospace applications. The advancement of battery technology, coupled with reduced maintenance requirements, has fueled the growth of electric vehicles.

However, with the increasing usage of lithium-ion batteries in consumer products, recycling is needed to prevent potential hazards, such as explosions and improper disposal. The demand for lithium-ion battery recycling is driven by several factors, including investments in electric vehicle development and incentives to promote battery recycling. The recycling process becomes crucial to mitigate the risks associated with the disposal of these batteries.

North America is experiencing significant growth in the global lithium-ion battery recycling market, accounting for more than one-fifth of the market share. The growth can be attributed to substantial government investments and the region's collaborative research and development efforts. Among the various technology segments, the hydrometallurgy process is witnessing rapid growth. The respective segment is close to capturing approximately one-third of the market share in the technology segment. Hydrometallurgy is favored due to its enhanced safety measures and high recovery rate.

Market Dynamics

Technological Advancements and Increasing Number of New Lithium-Ion Battery Recycling Units

Since its introduction in the 1990s, the cost of lithium-ion batteries has been a major barrier to adoption. Many components of a state-of-the-art lithium-ion battery are given at subsidized prices. However, recent discoveries and claims made by lithium-ion battery manufacturers and automotive manufacturers predict that the prices of these batteries will drop significantly, creating opportunities for key players to grow in the future. Pricing is falling due to large-scale manufacturing, decreasing component prices and battery capacity technologies.

The falling prices of lithium batteries are predicted to fuel the expansion of the renewable energy storage sector, with lithium-ion batteries expected to outperform all other rechargeable batteries. The respective fact, in turn, is likely to raise the demand for used lithium-ion batteries to be recycled. For instance, on July 23, 2021, India constructed its largest 3 GWh Li-ion battery manufacturing and recycling factory. The respective factory integrates battery manufacturing capacity of 1 GWh/ 1,000 MWh and 2GWh/ 2,000 MWh of recycling per annum.

Increasing Adoption and Investment

The sales of electric vehicles (EVs) have been experiencing significant growth in recent years. The increasing demand for EVs can be attributed to several factors, including environmental consciousness, government incentives, and technological advancements. EV sales increased by 40% in 2021. Furthermore, China topped the lithium-ion batteries for the electric vehicle market and the country accounts for around 40% of the global sale of the electric vehicle. Thus, these rising numbers of end-users and Li-ion battery manufacturing are triggering the global recycling plants' market.

Additionally, various companies are trying to bring a new approach to drop down the process cost of a recycling plant and combat environmental pollution. In addition EV key players are also contributing to improving EVs lithium-ion batteries recycling. For instance, on January 26, 2021, Fortum has announced the development of its battery recycling activities in line with the announcement of Finland's national battery policy. Fortum plans to open a new mechanical recycling processing plant in Ikaalinen, Finland, in February 2021.

High Investment Cost

Lithium-ion battery facility setup requires high investment in technology collection, transportation and management of resources. Country like India is still in the initial phase as the recyclers struggle even in the B2B segment. However, B2C would remain a distant reality for the next few years. Thus the cost of recycling in India remained a major hindrance factor for the growth of the Lithium-ion battery recycling market.

However, in India, lithium-ion battery recycling costs around US$ 1.20 -1.33 per Kg (Rs. 90-100 per Kg). Furthermore, As per the 2020 press release, The value of end-of-use automotive packs is US$ 4.0 per Kg (£3.3 per Kg) for battery electric vehicles and US$ 2.6 per Kg (£2.2 per Kg) for plug-in hybrid electric vehicles. But UK-based OEMs are paying US$ 3.6- 9.8 per Kg (£3-8 per Kg) in recycling charges for Li-ion batteries that are exported for processing, with recovered materials having to be repurchased before they can be reused. Therfore, the profile margins are extreme shown compared to the investment.

COVID-19 Impact Analysis

The COVID-19 pandemic has had a long-term impact on the energy sector and other areas of life. During the COVID-19 crisis, maintaining the continuity of power supply to various industry needs and serving the needs of consumers was a major issue for power and utility providers.

The need for fewer workers in this sector has been imposed by safety and distance standards and the need for strict hygiene directly impacts field workers and operations. The reduced demand has created technical issues, with system engineers attempting to reach supply voltage and reactive levels to avoid the risk of reactive shutdowns at distribution levels.

Furthermore, other sectors, such as marine industries, have also faced market share reduction due to the COVID-19 outbreak, which hampers the lithium-ion recycling market. Additionally, the impact on the power sector due to COVID-19 has also hampered lithium-ion battery recycling as it is one of the major end-users for the market.

However, most countries are regaining their production units and increasing vaccination in countries like India, the U.S., China and other developing countries have escalated the demand for products involving lithium batteries. The reopening of production units and reopening of cross-border trading has reduced supply chain disruption problems leading to regaining the market momentum in recent times and expected to achieve the expected market potential for the product in the forecast period.

Segment Analysis

The Global Lithium-Ion Battery Recycling Market is segmented based on battery chemistry, technology, end-user and region.

High Energy Density and Availability in Various Configurations

Because of the substantial price drop in recent years, since 2015, there has been an upsurge in the use of NMC batteries in the automotive sector. NMC batteries will be used in mass-produced electric vehicles, according to major global automakers. Tesla, for example, employs CATL's LiNi0.6Mn0.2Co0.2O2 (NMC622) batteries in China (Shirouzu och Lienert 2020). NMC batteries (LiNi1/3Mn1/3Co1/3O2 (NMC111), LiNi0.6Mn0.2Co0.2O2 (NMC622), LiNi0.8Mn0.1Co0.1O2 (NMC811)) are purchased by both Tesla and Audi from LG Chem (Shirouzu och Lienert 2020). (LG Chem 2020).

NMC batteries have a high energy density and are available in various configurations, including NMC111 (equal amounts nickel, manganese and cobalt) and NMC532/622. The Chevrolet Bolt and Nissan Leaf are two electric vehicles that employ these batteries. The Lithium-Nickel Manganese Cobalt (NMC) segment in the Global Lithium-Ion Battery Recycling Market was valued at US$ 4.4 billion in 2022.

Due to its widespread use in applications such as e-bikes and other electric powertrains, the lithium nickel manganese cobalt category is expected to hold a healthy proportion of the market. NMC batteries, due to their high Cobalt content, are intriguing to recycle. The presence of an established end-of-life battery collecting network is another element driving the segment's growth.

Geographical Analysis

Rapidly Escalating Sales of Electric Vehicles and Energy Storage System for Residential and Commercial Applications

The Asia-Pacific Lithium-Ion Battery Recycling Market was valued at US$ 2.6 billion in 2022. The sales for electric vehicles are rapidly escalating in Asian countries such as Japan, China and South Korea. With the increased market of electric vehicles in Asian economies, lithium-ion batteries will expand simultaneously, improving lithium-ion battery recycling.

For instance, To limit the amount of EV battery waste, an Indian EV manufacturer, eBikeGo, has launched a recycling campaign for their lithium batteries in 2021. The company will take the battery for recycling when the capacity of an electric vehicle's battery drops by around 25%. Recycling Li-ion batteries will help to bring down the pricing of the batteries in the future.

Similarly, the energy storage system for residential and commercial applications further drives the market in the region. Also, China topped the lithium-ion batteries for the electric vehicle market and the country accounts for around 40% of the global sale of electric vehicles.

Thus, these rising numbers of end-users and manufacturing of Li-ion batteries in the region are triggering the recycling plants' market in the region. Government authorities in the region are also promoting the production of electric vehicles and lithium-ion batteries, which is expected to surge the market demand.

Competitive Landscape

The major global players include: Glencore, Raw Materials Company, Umicore, Neometals Ltd, American Manganese Inc., Retriev Technologies, Li-Cycle Corp, SNAM (A subsidiary of Floridienne Group), TES and Duesenfeld GmbH.

Why Purchase the Report?

To visualize the Global Lithium-Ion Battery Recycling Market segmentation based on battery chemistry, technology, 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 lithium-ion battery recycling market-level data points 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-Ion Battery Recycling Market Report Would Provide Approximately 61 Tables, 62 Figures And 205 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 Battery Chemistry
3.2. Snippet by Technology
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. Increasing Adoption and Investment
  - 4.1.1.2. Growing Government Policies and EPA Guidelines Regarding the Safe Disposal and Recycling of Batteries
  - 4.1.1.3. Technological Advancements and Increasing Number of New Lithium-Ion Battery Recycling Units
- 4.1.2. Restraints
  - 4.1.2.1. High Investment Cost
- 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 the Pandemic
6.5. Manufacturers' Strategic Initiatives
6.6. Conclusion

7. By Battery Chemistry

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery Chemistry
- 7.1.2. Market Attractiveness Index, By Battery Chemistry
7.2. Lithium-Manganese Oxide (LMO)*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Lithium-Nickel Manganese Cobalt (NMC)
7.4. Lithium-Iron Phosphate (LFP)
7.5. Lithium-Titanate Oxide (LTO)
7.6. Lithium-Nickel Cobalt Aluminum Oxide (NCA)

8. By Technology

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 8.1.2. Market Attractiveness Index, By Technology
8.2. Hydrometallurgy Process*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Pyrometallurgy Process
8.4. Mechanical Process
8.5. 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. Automotive*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. Marine
9.4. Industrial
9.5. Power
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 Battery Chemistry
- 10.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 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. The 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 Battery Chemistry
- 10.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 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. The UK
  - 10.3.6.3. France
  - 10.3.6.4. Italy
  - 10.3.6.5. Russia
  - 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 Battery Chemistry
- 10.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 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 Battery Chemistry
- 10.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 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 Battery Chemistry
- 10.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology

11. Competitive Landscape

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

12. Company Profiles

12.1. Glencore*
- 12.1.1. Company Overview
- 12.1.2. Product Portfolio and Description
- 12.1.3. Financial Overview
- 12.1.4. Recent Developments
12.2. Raw Materials Company
12.3. Umicore
12.4. Neometals Ltd
12.5. American Manganese Inc.
12.6. Retriev Technologies
12.7. Li-Cycle Corp
12.8. SNAM (A subsidiary of Floridienne Group)
12.9. TES
12.10. Duesenfeld GmbH

LIST NOT EXHAUSTIVE