市場調查報告書

全球石墨市場:成長,趨勢,及預測

Graphite Market - Growth, Trends, and Forecast (2020 - 2025)

出版商 Mordor Intelligence LLP 商品編碼 670035
出版日期 內容資訊 英文 180 Pages
商品交期: 2-3個工作天內
價格
全球石墨市場:成長,趨勢,及預測 Graphite Market - Growth, Trends, and Forecast (2020 - 2025)
出版日期: 2020年08月01日內容資訊: 英文 180 Pages
簡介

本報告提供全球石墨市場的相關調查,提供市場機會和趨勢,成長及阻礙因素,類型·用途·各地區的市場分析,競爭情形,主要企業的簡介等資訊。

目錄

第1章 簡介

  • 調查的前提條件
  • 調查範圍

第2章 調查方法

第3章 摘要整理

第4章 市場動態

  • 成長要素
    • 急速成長的鋰離子電池產業需求擴大
    • 亞太地區·中東鋼鐵生產的成長
    • 合成石墨的高純度水準
  • 阻礙因素
    • 高階用途上替代鋰離子電池的陽極材料的開發
    • 嚴苛的環境法規
    • 其他
  • 產業的價值鏈分析
  • 波特的五力分析

第5章 市場區隔

  • 各類型
    • 天然石墨
    • 合成石墨
  • 各用途
    • 電極
    • 耐火材料,鑄件
    • 電池
    • 潤滑劑
    • 其他的用途
  • 各地區
    • 亞太地區
    • 北美
    • 歐洲
    • 南美
    • 中東·非洲

第6章 競爭情形

  • 合併·收購,合資企業,合作,盟約
  • 市場佔有率/排行榜分析
  • 主要企業的採用策略
  • 企業簡介
    • Asbury Carbons
    • Focus Graphite Inc.
    • Graftech International Ltd.
    • Westwater Resources (Alabama Graphite Corp.)
    • 日本石墨工業株式會社
    • Northern Graphite Corp.
    • Mason Graphite, Inc.
    • NextSource Materials Inc. (Energizer Resources Inc.)
    • Qingdao Black Dragon Graphite Co. Ltd
    • Qingdao GuangxingElectronic Materials Co. Ltd
    • Tokai Carbon株式會社
    • 昭和電工株式會社
    • Triton Minerals Ltd.
    • Syrah Resources Limited
    • 日立化成株式會社
    • SGL Carbon
    • BTR New Energy Materials Inc.
    • Lianyungang Jinli Carbon Co. Ltd.

第7章 市場機會及今後趨勢

  • 在綠色科技上石墨的使用增加
  • 石墨烯的人氣
  • 其他機會

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。

目錄
Product Code: 60924

The graphite market is expected to register a CAGR of over 5% during the forecast period. The major factors driving the growth of the market studied include the augmenting demand from the burgeoning lithium-ion (Li-ion) battery industry and rise in steel production in Asia and the Middle East.

  • On the flipside, the development of substitute anode materials for lithium-ion batteries in high-end applications, stringent environmental regulations, and the impact of COVID-19 outbreak are expected to hinder the growth of the market studied.
  • Growing usage of graphite in green technologies and the popularity of graphene are projected to offer opportunities for the manufacturers over the forecast period.

Key Market Trends

Natural Graphite to Drive the Market Growth

  • Natural graphite is used in refractories, foundries, crucibles, lubricants, batteries, and expendable.
  • The current major application of natural graphite is in refractories, casting, and foundries. In 2019, this application accounted for about 45% of the natural graphite market. It is also expected to witness a considerable growth rate over the forecast period.
  • However, the batteries segment is expected to be the fastest-growing application over the next five years, and it is expected to the largest application by 2024.
  • The increasing demand for graphite, for its usage in lithium-ion batteries used in electric vehicles, consumer electronics, and other electricity storage applications, is expected to increase the demand for natural graphite. The manufacturing capacity of the global lithium-ion battery market is expected to increase by four times, over its 2019 level, to reach around 1200 GWh in 2024.
  • Furthermore, natural graphite is a low-cost alternative to synthetic graphite. This is further expected to increase the demand for natural graphite.
  • However, the supply of natural graphite is scarce. Thus, the price of natural graphite is expected to rise during the forecast period.
  • ll these factors are expected to increase the demand for natural graphite, during the forecast period

China to Dominate the Asia-Pacific Market

  • In Asia-Pacific, China is the largest economy, in terms of GDP. The annual growth rate of the country's GDP was 6.6% in 2018, and 6.3% in 2019. China is one of the fastest-growing economies, globally. Additionally, almost all the end-user industries in the country have been growing, owing to the rising population, living standards, and per capita income. China continues to dominate graphite production and demand. Almost all stages of the lithium-ion battery manufacturing chains are focused in China, and the country is by far the largest and most rapidly growing market for lithium-ion batteries, which paves the way for the market growth of graphite.
  • However, owing to the international trade turbulences and unfavorable geopolitical affairs, the growth rate is expected to slow down initially, during the forecast period. Moreover, the COVD-19 pandemic is having a substantial economic impact, as the Chinese economy contracted by 6.8% for the first time in decades, in Q1 2020, as the virus forced factories and businesses to shut down.
  • In October 2018, the Dutch startup company, Lithium Werks, signed an agreement to build a new battery factory in the Yangtze river delta, with an investment of EUR 1.6 billion (around USD 1.8 billion). This makes China the premier destination to produce lithium-ion batteries effectively and cheaply, moving ahead of the East Asian rivals, Japan and South Korea.
  • Graphite has also found application in the steel making industry. China holds the largest share, in terms of consumption and production capacity of graphite electrodes in the global scenario. China has produced nearly 520 thousand metric ton of graphite electrode, of which nearly 62% share was utilized for domestic consumption. In this scenario, graphite is being increasingly used by the steel making industries for niche applications.
  • The current production capacity of UHP graphite electrodes in China is around 50 thousand metric ton per year. The demand for UHP electrodes in China is also expected to witness a significant growth in a long term, and an additional capacity of over 50 thousand metric tons of UHP graphite electrodes is likely to be witnessed in the later phases of the forecast period.
  • The demand for lithium-ion batteries in China is expected to grow rapidly, owing to the growth in adoption of new energy vehicles (NEVs) and ESS for on-grid and off-grid applications.
  • The development of NEVs is further boosted by the mandates put forth by the government. For instance, in 2018, the NEV credit mandate went into effect, thereby, setting a minimum production requirement for the car manufacturing industry. Additionally, China has adopted a national New Energy Vehicle Subsidy Program, to further boost the production of EVs.
  • Chinese manufacturers have rushed to install capacity for graphite electrodes, since the country has begun to commit heavily to higher rates of steel production, via electric arc furnace, in 2017. The proportion of steel produced in electric arc furnace in China may double from 10% in 2018, to around 20% by 2028. In this regards, the country have been steadily increasing the number of plants using electric arc furnace for steel production.
  • However, currently, due to the COVID-19 outbreak, the economic and industrial manufacturing activities have been affected significantly in the country. As of mid-2020, IMF predicted that China is likely to register a GDP growth of about 1.2% in 2020, which reflects a significant decline from 6.1% in 2019.
  • On the bright side, as of March 2020, China has lifted the lockdown and started various industrial operations in the country, while other countries are still aggressively engaged in lockdowns and medical treatments. Hence, from the above-mentioned factors, the demand for graphite in China may get affected in a short run. However, the industrial demand is expected to normalize by 2021

Competitive Landscape

The market for graphite is consolidated with the top five players of natural graphite and synthetic graphite accounting for a major share of the market, in their respective fields. The top five players in the global synthetic graphite market are Hitachi Chemical Co. Ltd, Showa Denko K. K. (including SGL Carbon), BTR New Energy Materials Inc,, GrafTech International., and Lianyungang Jinli Carbon Co. Ltd.​ The key players of natural graphite include Syrah Resources Limited, Qingdao Guangxing Electronic Materials Co. Ltd., Qingdao Black Dragon Graphite Co. Ltd., and Tokai Carbon, among others.

Reasons to Purchase this report:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

Table of Contents

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Augmenting Demand from the Burgeoning Lithium-ion Battery Industry
    • 4.1.2 Increase in Steel Production in Asia and the Middle East
    • 4.1.3 High Purity Levels of Synthetic Graphite​
  • 4.2 Restraints
    • 4.2.1 Development of Substitute Anode Materials in Lithium-ion Batteries in High-end Applications
    • 4.2.2 Stringent Environmental Regulations
    • 4.2.3 Impact of COVID-19 outbreak
    • 4.2.4 Other Restraints
  • 4.3 Industry Value-Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Consumers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION

  • 5.1 Type
    • 5.1.1 Natural Graphite
    • 5.1.2 Synthetic Graphite
  • 5.2 Application
    • 5.2.1 Electrodes
    • 5.2.2 Refractories, Casting & Foundries
    • 5.2.3 Batteries
    • 5.2.4 Lubricants
    • 5.2.5 Other Applications
  • 5.3 End-user Industry
    • 5.3.1 Electronics
    • 5.3.2 Metallurgy
    • 5.3.3 Automotive (Includes EV/HEV Vehicles)
    • 5.3.4 Other End-user Industries
  • 5.4 Geography
    • 5.4.1 Asia-Pacific
      • 5.4.1.1 China
      • 5.4.1.2 India
      • 5.4.1.3 Japan
      • 5.4.1.4 South Korea
      • 5.4.1.5 Rest of Asia-Pacific
    • 5.4.2 North America
      • 5.4.2.1 United States
      • 5.4.2.2 Canada
      • 5.4.2.3 Mexico
    • 5.4.3 Europe
      • 5.4.3.1 Germany
      • 5.4.3.2 United Kingdom
      • 5.4.3.3 Italy
      • 5.4.3.4 France
      • 5.4.3.5 Russia
      • 5.4.3.6 Rest of Europe
    • 5.4.4 South America
      • 5.4.4.1 Brazil
      • 5.4.4.2 Argentina
      • 5.4.4.3 Rest of South America
    • 5.4.5 Middle-East and Africa
      • 5.4.5.1 Saudi Arabia
      • 5.4.5.2 South Africa
      • 5.4.5.3 Rest of Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers & Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Ranking Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 Asbury Carbons
    • 6.4.2 BTR New Energy Materials Inc.​
    • 6.4.3 Focus Graphite Inc.​
    • 6.4.4 Graftech International Ltd.​
    • 6.4.5 Hitachi Chemical Co. Ltd
    • 6.4.6 Imerys Graphite & Carbon
    • 6.4.7 Lianyungang Jinli Carbon Co. Ltd.​
    • 6.4.8 Mason Graphite, Inc.
    • 6.4.9 NextSource Materials Inc. (Energizer Resources Inc.)​
    • 6.4.10 Nippon Kokuen Group​
    • 6.4.11 Northern Graphite Corp.​
    • 6.4.12 Qingdao Black Dragon Graphite Co. Ltd​
    • 6.4.13 Qingdao GuangxingElectronic Materials Co. Ltd​
    • 6.4.14 SGL Carbon​
    • 6.4.15 SHOWA DENKO K.K.
    • 6.4.16 Syrah Resources Limited​
    • 6.4.17 Triton Minerals Ltd.​
    • 6.4.18 Tokai Carbon Co. Ltd.​
    • 6.4.19 Westwater Resources (Alabama Graphite Corp.)

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Growing Usage of Graphite in Green Technologies​
  • 7.2 Popularity of Graphene​
  • 7.3 Other Opportunities