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市場調查報告書

全球鋰離子電池原料市場趨勢和預測(2020∼2025)

<2020> Global Lithium Ion Battery Raw Materials Market Trend and Forecast (~2025)

出版商 SNE Research 商品編碼 936686
出版日期 內容資訊 英文 139 Pages
商品交期: 請詢問到貨日
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全球鋰離子電池原料市場趨勢和預測(2020∼2025) <2020> Global Lithium Ion Battery Raw Materials Market Trend and Forecast (~2025)
出版日期: 2020年04月20日內容資訊: 英文 139 Pages
簡介

此報告針對二次電池的陰極材料中組成的主要原料特性、關於供應的重要事項、以及供需概述提供資訊。關於未來需要的原料,透過結合SNE Research以前預測的小型/ESS/電動車的需求前景來進行計算。不過,由於新冠病毒導致市場動力不足的問題尚未被解決。

近年來,相關的礦產市場一直在波動。 鈷的價格在2018年飆升至94美元/公斤,創下歷史新高。庫存從2007年開始累積,10年後約有50萬噸的庫存。2019年的總庫存降至10萬噸以下,最近又再度回升。

變化的原因跟電動車市場成長有關。鈷,鎳和電動車之間看似無關,但其實比我們想像的還要緊密。電動車的主要零件是二次電池,而二次電池的陰極材料主要是由NCM組成。 NCM是鎳,鈷和錳的簡化版本。除了NCM,二次電池中還使用各種類型的陰極材料。像是智慧型手機等小型設備的二次電池陰極材料主要使用 "鋰鈷氧化物(LCO)" 、松下的特斯拉二次電池則使用 "鎳鈷鋁(NCA)" 等陰極材料,而特斯拉的二次電池使用中國的CATL時, "磷酸鐵鋰(LFP)" 成為大問題。鋰用於這些陰極材料,他們都是常見的原料。成為電動車陰極材料支柱的NCM和NCA,通常含有大量的鎳。這些原料成為製造二次電池時不可或缺的材料。

目次

第1章 鋰離子二次電池

  • 鋰離子二次電池概述
  • 鋰離子二次電池的原理
  • 鋰離子二次電池的構造與材質
  • 陰極材料
  • 陰極材料的種類
  • 陽極材料
  • 電極板材質
  • 極耳、導電柄的材質
  • 罐、蓋組裝材料
  • 扁平袋材料
  • 鋰原料的鋰含量差異
  • 電解質材料

第2章 鋰離子二次電池的構造與主要原料

  • 零件/材料的原料
  • 陰極材料的組成
  • 陰極材料的主要原料含量
  • 陰極材料的主要原料含量比例(%)

第3章 原料的重要性

  • 原料短缺
  • 原料回收
  • 鋰電池與原料的關係
  • 蘊藏地當中的原料普遍性
  • 生產國裡的原料普遍性
  • 生產商當中的原料普遍性

第4章 每節電池的原料含量

  • 每節電池的原料含量-小型
  • 每節電池的原料含量-18650圓柱型
  • 每節電池的原料含量-21700圓柱型
  • 每節電池的原料含量-方型PHEV型
  • 每節電池的原料含量-方型BEV型
  • 每節電池的原料含量-扁平袋型
  • 每節電池的原料含量
  • 電池每瓦的原料含量
  • 電動車的原料含量

第5章 電動車市場及原料需求展望

  • 全球電動汽市場展望
  • 電動車電池市場展望
  • 電動車電池生產擴張展望
  • 陰極材料需求展望(電動車用)
  • 陰極材料需求展望(ESS)
  • 陰極材料需求展望(小型用)
  • 鋰需求展望(鋰離子電池)
  • 鈷需求展望(鋰離子電池用)
  • 鎳需求展望(鋰離子電池用)
  • 錳需求展望(鋰離子電池)

第6章 陰極材料主要材料的SCM

  • 陰極材料(LCO)的前驅體類型SCM結構
  • 陰極材料的前驅體類型SCM結構(NCM111)
  • 陰極材料的前驅體類型SCM結構(NCM523)
  • 陰極材料的前驅體類型SCM結構(NCM622)
  • 陰極材料的前驅體類型SCM結構(NCM811)
  • 陰極材料(NCA)的前驅體類型SCM結構

第7章 鋰

  • 鋰概述
  • 鋰的主要資源國
  • 鋰的主要蘊藏國
  • 鋰的主要生產國
  • 鋰的主要生產基地、生產商
  • 鋰三角
  • 澳洲西部的鋰礦
  • 中國的鋰生產基地
  • 鋰二次電池中使用的鋰
  • 主要的鋰生產、開發專案
  • 主要的鋰開發專案
  • 鋰生產的配額系統:阿他加馬
  • 碳酸鋰價格走向
  • 鋰的需求前景
  • 鋰的供應前景
  • 鋰的供需前景
  • 碳酸鋰價格前景
  • 致力於碳酸鋰的供需。Tesla/BYD/CATL/TOYOTA/CITIC/Optimum

第8章 鈷

  • 鈷概述
  • 鈷的主要蘊藏國
  • 鈷的主要生產國
  • 鈷的生產方式
  • 鈷的主要生產商
  • 鈷的主要生產商資訊
  • 鈷價走向
  • 鈷用於鋰二次電池
  • 鈷需求前景
  • 開發新鈷礦專案
  • 勘探新鈷礦專案
  • 參與、拓展鈷業務的礦業公司
  • 剛果民主共和國的問題
  • 鈷供應前景
  • 鈷供需前景
  • 鈷價前景
  • 剛果民主共和國的採礦法修正案
  • China Molybdenum收購費利浦·麥克莫蘭銅金公司的股票

第9章 鎳

  • 鎳概述
  • 鎳寶石類型
  • 鎳礦主要蘊藏國(種類)
  • 鎳礦主要蘊藏國
  • 鎳礦主要生產國
  • 鎳礦主要生產商
  • 鎳礦主要生產商資訊
  • 菲律賓鎳礦生產商
  • 印尼禁止鎳礦出口
  • 北半球硫化礦儲量枯竭
  • 鎳產品類型
  • 二次電池中使用的鎳
  • 鋰二次電池使用鎳
  • 鎳價動向
  • 鎳的前景
  • 鎳供應前景
  • 鎳供需前景
  • 鎳價展望
  • 二次電池的鎳供應
  • 二次電池鎳供應前景
  • 鎳庫存趨勢

第10章 錳

  • 概述
  • 錳的主要蘊藏國
  • 錳的主要生產國
目錄

In recent years, the related mineral market has fluctuated. The price of cobalt soared to USD $94/kg in 2018 and it marked a record high trading price. The stock has been piled up since 2007, and it recorded nearly 500,000 tons of stock after 10 years. The total stock fell below 100,000 tons in 2019 and recently rebounded.

Such causes of this change can be found in the market growth of electric vehicles. The seemingly unrelated relationship among cobalt, nickel and electric vehicles is much closer than we think. Most of the key materials in secondary battery cathode materials, the key component of electric vehicles, consist of NCM. NCM is a shortened version of nickel, cobalt and manganese. In addition to NCM, there are various types of cathode materials used in secondary batteries. There are cathode materials such as 'Lithium-Cobalt-Oxide(LCO)' which is mainly used for secondary battery cathode materials for small devices such as smartphones, 'Nickel-Cobalt-Aluminium(NCA)' used in Panasonic's secondary batteries for Tesla, and 'Lithium-iron-Phosphate(LFP)' which became a big issue when CATL of China was used in secondary batteries for Tesla. Lithium is used for these cathode materials which are all common raw materials. Cobalt is also common cathode materials except LFP. NCM and NCA, which have become the two pillars of cathode material for electric vehicles, commonly contain large amounts of nickel. Like this, these raw materials have become indispensable materials in the manufacture of secondary batteries.

As above, this report provides material characteristics of the major raw materials composed of cathode material for secondary batteries, key specific note for supply, and overview of demand and supply. The demand for raw materials needed in the future is calculated by combining the demand outlook for small/ESS/electric vehicles previously predicted by SNE Research. However, market volatility caused by COVID-19, which is currently a problem, are not reflected.

Table of Contents

1. Lithium ion secondary battery

  • 1.1. Overview of lithium ion secondary battery
  • 1.2. Principle of lithium ion secondary battery
  • 1.3. Structure and material of lithium ion secondary battery
  • 1.4. Cathode material
  • 1.5. Type of cathode material
  • 1.6. Anode material
  • 1.7. Material of electrode plate
  • 1.8. Material of lead tap
  • 1.9. Materials of Can and Cap Assembly
  • 1.10. Pouch material
  • 1.11. Difference in lithium content by lithium material
  • 1.12. Electrolyte material

2. Composition and major raw material of lithium ion secondary battery

  • 2.1. Raw materials by part/material
  • 2.2. Composition of cathode material
  • 2.3. Content of major raw materials for cathode material
  • 2.4. Content ratio (%) of major raw materials for cathode material

3. Importance of raw materials

  • 3.1. Scarcity of raw materials
  • 3.2. Recycling of raw materials
  • 3.3. Correlation between lithium batteries and raw materials
  • 3.4. Ubiquity of raw materials in the burial area
  • 3.5. Ubiquity of raw materials in production country
  • 3.6. Ubiquity of raw materials in production company

4. Raw material content per cell of battery

  • 4.1. Raw material content per cell of battery - Small type
  • 4.2. Raw material content per cell of battery - 18650 cylindrical type
  • 4.3. Raw material content per cell of battery - 21700 cylindrical type
  • 4.4. Raw material content per cell of battery - Square shape PHEV type
  • 4.5. Raw material content per cell of battery - Square shape BEV type
  • 4.6. Raw material content per cell of battery - Pouch type
  • 4.7. Raw material content per cell of battery
  • 4.8. Raw material content per WH of battery
  • 4.9. Raw material content of an electric motor vehicle

5. Outlook of electric vehicle market and raw material demand

  • 5.1. Outlook of global electric vehicle market ('18~'30)
  • 5.2. Outlook of battery for electric vehicle market ('18~'30)
  • 5.3. Outlook of battery production extension for electric vehicle ('18~'30)
  • 5.4. Outlook of cathode material demand (for electric vehicle, '18~'30)
  • 5.5. Outlook of cathode material demand (for ESS, '18~'30)
  • 5.6. Outlook of cathode material demand (for small type, '18~'30)
  • 5.7. Outlook of lithium demand (for lithium ion battery, '18~'30)
  • 5.8. Outlook of cobalt demand (for lithium ion battery, '18~'30)
  • 5.9. Outlook of nickel demand (for lithium ion battery, '18~'30)
  • 5.10. Outlook of manganese demand (for lithium ion battery, '18~'30)

6. SCM of major material of cathode material

  • 6.1. SCM Structure by precursor type for cathode material (LCO)
  • 6.2. SCM Structure by precursor type for cathode material (NCM111)
  • 6.3. SCM Structure by precursor type for cathode material (NCM523)
  • 6.4. SCM Structure by precursor type for cathode material (NCM622)
  • 6.5. SCM Structure by precursor type for cathode material (NCM811)
  • 6.6. SCM Structure by precursor type for cathode material (NCA)

7. Lithium

  • 7.1. Overview of lithium
  • 7.2. Major resource country of lithium
  • 7.3. Major burial country of lithium
  • 7.4. Major production country of lithium
  • 7.5. Major production site and company of lithium
  • 7.6. Lithium triangle
  • 7.7. Lithium mine in Western Australia
  • 7.8. Chinese Lithium production site
  • 7.9. Lithium used in lithium secondary batteries
  • 7.10. Major lithium production /development project
  • 7.11. Major lithium development project
  • 7.12. Quota system of lithium production - Atacama
  • 7.13. Price trend of lithium carbonate
  • 7.14. Outlook of lithium demand ('18~'30)
  • 7.15. Outlook of lithium supply ('18~'25)
  • 7.16. Outlook of lithium demand/supply ('18~'25)
  • 7.17. Outlook of Price of lithium carbonate ('18~'25)
  • 7.18. Efforts to supply and demand lithium carbonate; Tesla/BYD/CATL/Toyota/CITIC/Optimum

8. Cobalt

  • 8.1. Overview of cobalt
  • 8.2. Major burial country of cobalt
  • 8.3. Major production country of cobalt
  • 8.4. Production method of cobalt
  • 8.5. Major production company of cobalt
  • 8.6. Details of major production company of cobalt
  • 8.7. Price trend of cobalt
  • 8.8. Cobalt used in lithium secondary batteries
  • 8.9. Outlook of cobalt demand ('18~'30)
  • 8.10. New cobalt development project
  • 8.11. New cobalt exploration project
  • 8.12. Entering/ expand of cobalt business of mining companies
  • 8.13. Issues of Democratic Republic of the Congo
  • 8.14. Outlook of cobalt supply ('18~'25)
  • 8.15. Outlook of cobalt demand/supply ('18~'25)
  • 8.16. Outlook of cobalt price ('18~'25)
  • 8.17. The mining law amendment of Democratic Republic of the Congo
  • 8.18. China Molybdenum's acquisition of Freeport shares
  • 8.19. Umicore's acquisition of cobalt smelting factory of Freeport cobalt company
  • 8.20. Shanshan's share investment of China Molybdenum
  • 8.21. Reorganize structure of Ambatovy consortium shared]
  • 8.22. Glencore's decision to close Mutanda mine for 2 years
  • 8.23. Cobalt supply tripartite agreement of Glencore, VW and CATL

9. Nickel

  • 9.1. Overview of nickel
  • 9.2. Type of nickel gemstone
  • 9.3. Major burial country by nickel type
  • 9.4. Major burial country of nickel
  • 9.5. Major production country of nickel
  • 9.6. Major production company of nickel
  • 9.7. Details of major production company of nickel
  • 9.8. Nickel production company in Philippines
  • 9.9. Ban on raw ore exports in Indonesia
  • 9.10. Depletion of the northern hemisphere sulfide ore reserves
  • 9.11. Nickel product type
  • 9.12. Nickel used in secondary batteries
  • 9.13. Nickel used in lithium secondary batteries
  • 9.14. Price trend of nickel
  • 9.15. Outlook of nickel ('18~'30)
  • 9.16. Outlook of nickel supply ('18~'25)
  • 9.17. Outlook of nickel demand/supply ('18~'25)
  • 9.18. Outlook of nickel price ('18~'25)
  • 9.19. Nickel supply for secondary batteries
  • 9.20. Outlook of nickel demand/supply for secondary batteries ('18~'25)
  • 9.21. Trend of nickel stock

10. Manganese

  • 10.1. Overview of manganese
  • 10.2. Major burial country of manganese
  • 10.3. Major production country of manganese