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北米の大麻市場の分析と予測 (2018〜2026年):新たな市場・企業・機会

North America Cannabis: New Markets, Competitors And Opportunities: 2018-2026 Analysis And Forecasts

発行 Amadee & Company, Inc. 商品コード 658689
出版日 ページ情報 英文
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=114.65円で換算しております。
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北米の大麻市場の分析と予測 (2018〜2026年):新たな市場・企業・機会 North America Cannabis: New Markets, Competitors And Opportunities: 2018-2026 Analysis And Forecasts
出版日: 2018年07月02日 ページ情報: 英文
概要

北米諸国 (米国・カナダ) では、麻薬合法化への取り組みがようやく動き出しました。現時点でも、米国では3700万人以上人々、カナダでも100万人以上の人々が、合法・非合法を問わず麻薬を常用しています。そのため、北米の麻薬市場はすでに十分に大きく、かつ今後大きく成長する可能性を秘めています。

当レポートでは、北米諸国の麻薬 (カンナビス) 市場について分析し、地域全体の市場規模の動向見通しや競争環境 (ブラックマーケットを含む)、各国レベルでの背景事情 - 規制環境、合法化への動きなど - や市場動向見通し、主要企業のプロファイル (生産体制、業績動向、戦略展開状況ほか) といった情報を取りまとめてお届けいたします。

エグゼクティブ・サマリー

イントロダクション

北米の大麻 (カンナビス) 市場

  • 米国・カナダの市場
  • 市場概況
  • 価格動向
  • 価格低下の促進要因
  • 競争環境
  • ブラックマーケット

米国の大麻産業

  • 分析概略
  • 市場規模・成長率
    • 6倍もの急拡大
    • 500億米ドルもの規模の市場
  • 市場収益額の動向見通し
  • 価格動向
  • 利用者ベース
  • 利用頻度・平均支出額
  • 市場促進要因
  • 優遇税制
  • 法的リスク
  • 収支上の問題
  • 州単位の市場データ/動向分析
    • オレゴン州、ネバダ州、ワシントン州など
  • ブランディング戦略
  • 派生的製品・カテゴリー
  • 他産業への脅威/機会

カナダの大麻産業

  • 背景事情
  • 市場規模・成長率
  • 価格動向
  • 他地域との比較 (米国コロラド州・カリフォルニア州)
  • ブラックマーケット
  • 利用頻度
  • 規制環境
  • 今後の市場機会
  • 生産能力
  • 供給面での問題
  • 麻薬栽培関連の市場機会
  • 競争環境

企業プロファイル

  • ABcann Global Corporation
  • Aphria Inc.
  • Aurora Cannabis Inc.
  • CannaRoyalty Corp
  • Canopy Growth Corp.
  • Cronos Group Inc.
  • MedReleaf Corp.
  • The Hydropothecary Corporation
目次

The legal Cannabis revolution is only beginning. The 80+ years prohibition against its use is now ending and the tides are clearly turning. Despite being illegal for so long, more than 37 million people in the U.S. and millions more in Canada use Cannabis, both legally and illicitly. As a result, the market for Cannabis in North America already is large and growing quickly. In 2018, more than $41 billion will be sold and by 2026 that figure will rise to $95 billion.

The Cannabis revolution offers new hope for many medical problems, a substitute for alcohol and tobacco, and unrivaled investment opportunities for individuals and companies wanting participation in this emerging market.

This report is focused on the U.S. and Canada (North America) markets for Cannabis, both legal and illicit. Specifically, this report covers:

  • North America Cannabis industry including market size and growth, price trends and competitive environment including the black market.
  • United States Cannabis market size and growth, regulation issues, market drivers, transition from illicit to legal, prices, user base, incidence of use, tax incentives, legal risks, financing issues, state metrics and characteristics, branding, derivative products, threats/opportunities to other industries.
  • Canada Cannabis industry including market size and growth, country metrics, regulation issues, comparisons with Colorado and California, black market, prices, market potential, production capacity, supply concerns, opportunities beyond cultivation, competitive environment.
  • Selected company profiles detailing product offerings, brands, facilities, operations, sales, distribution, prices, JVs, exports, expansion plans, yields, costs, patients, M&A activity, competitive advantages, strategies.

In addition, to support the analysis, the report contains 79 figures and 32 tables.

Table of Contents

CONTENTS

EXECUTIVE SUMMARY

INTRODUCTION

  • Report Objectives
  • Methodology and Sources
  • Statistical Notes

NORTH AMERICA CANNABIS MARKET

  • U.S. and Canada Market
  • Cannabis Is a Commodity
  • Prices
  • Price by Where Grown
  • Price Deflation Drivers
  • Competitive Environment
  • Black Market

UNITED STATES CANNABIS INDUSTRY

  • What Is Cannabis
  • Prohibition Ending
  • Key Takeaways
  • Primed for a 6X Increase
  • Legitimate Industry Seeing Growing Investments
  • Impact on Alcohol and Tobacco
  • Regulation Key Gating Factor
  • Health Care Long-Term Opportunity
  • Life Science Tools Opportunity
  • Market Drivers
  • Cannabis Legalization in the United States
  • Sales by State
  • Schedule I Classification Continues to Weigh on the U.S. Industry
  • Legal Markets Complications
  • Popular Support
  • Transitioning from the Illicit Market
  • Highly Engaged User Base
  • Incidence Continues to Grow
  • User Base Growing
  • Growing Per Capita Spend
  • Tax Incentives
  • $50 Billion Industry
  • Opportunities for Industry Growth
  • Migrate Illicit Market
  • Expand Addressable Market
  • Incidence and Users Increasing
  • Risks
  • Federal Schedule I Classification
  • Sessions Memorandum
  • Marijuana Cases Drop Sharply
  • Congress
  • State Level Regulation to Drive Feds
  • Unfavorable Federal Tax Rules
  • Financing
  • Repatriation of Profits
  • Scale Prohibitions
  • U.S. Partnerships in Canada
  • Selected U.S. States
  • Oregon
  • Background
  • State Metrics and Characteristics
  • Estimated Market Size
  • Nevada
  • Background
  • State Metrics and Characteristics
  • Estimated Market Size
  • Washington State
  • Background
  • State Metrics and Characteristics
  • Assets Become More Specialized
  • Cannabis as an Ingredient
  • Branding Cannabis
  • New Ways for Consuming
  • Derivative Categories
  • Cannabis as a Threat and Opportunity
  • Alcohol and Tobacco
  • Hemp and CBD Based Products

CANADA CANNABIS INDUSTRY

  • Key Takeaways
  • Background
  • Country Metrics
  • Market Size
  • Canada Compared to Colorado
  • Canada Compared to California
  • Canada Black Market
  • Canada Incidence of Use
  • Regulation
  • Cannabis Act Bill
  • Edibles and Concentrates
  • Initial Sales Levels May Be Slower Than Expected
  • Illicit Market Exceeds Legal
  • Short- and Long-Term Market Potential
  • Production Capacity
  • Supply Concerns
  • Opportunities Beyond Cultivation
  • Value-Added Processing/Branded Products
  • Global Export Markets
  • Competitive Environment
  • Long-Term Value
  • Ready to Sell Product
  • Expected Supply Shortfall

COMPANY PROFILES

ABcann Global Corporation

(Company Overview, Vanluven Facility, Kimmett Expansion, Production Capacity, Products/Brands, Dried Cannabis, Exceptional Yields, Sales/Distribution, Export Markets, Market Strategy, Product Development, R&D, Patients, Cost Per Gram, Costs for Expansion, Advisory Board, Share Structure, Revenue Forecast, Financials)

Aphria Inc.

(Company Overview, Products, Facilities, Major Greenhouses, Increasing Capacity, Recreational Agreements, Wholesale Agreements, Oil Processing, Exports, International May Disappoint, Medical Market, ACMPR, Line Expansions, Second Largest LP, Cash Costs, Expansion Plans, Partners, Double Diamond JV, Inexpensive New Capacity, Big Winner, Shakeout Coming, Financials)

Aurora Cannabis Inc.

(Company Overview, Facilities, Domestic Expansion, Major Greenhouses, CanniMed Acquistion, Products/Brands, Dried Cannabis, Cannabis Oils, Partnership with Radient Technologies, Hemp Acquisition, Superior Breeding Technology, Superior Strains, Low-Cost Advantages, First Mobile App, Same Day Delivery, International Expansion, Vape Partnership, Choom Holdings, Anandia Laboratories, Capcium Inc., Aurora EV, Upside Case, Base Case, Downside Case)

CannaRoyalty Corp

(Company Overview, River Wellness, CR Holdings, Trichome, Available Market, Competitive Environment, Distribution Companies, Brands, Vape Pens, Ultra-Premium Products, Edibles, Consumer Choices, Leverage, California Strategy, Kaya Management, Alta Supply Inc., Financials)

Canopy Growth Corp.

(Company Overview, Products, Brand Strategy, Domestic Expansion, Timeline, International Expansion, Germany, Australia, Denmark, Jamaica, International Risks, Financials)

Cronos Group Inc.

(Company Overview, Brands, Peace Naturals, Original BC, Whistler Medical Marijuana, Israel JV, Platform for Growth, Distribution Opportunities, Israel Like Canada, Further Expansion, Israeli Medical Cannabis Market, Regulatory Changes, Export Markets, Financials)

MedReleaf Corp.

(Company Overview, Facilities, Markham Facility, Bradford Facility, Capacity Expansion, Exeter Facility, Positive Impact, Retrofit Costs, Competitive Advantage, Products/Brands, Cannabis Oils, Cannabis Oil Capsules, Tikun Olam JV, ISO Certification, Analytical Approach, Superior Yields, Sales/Distribution, Export Markets, Veterans Affairs, Marijuana and PTSD, Third-Party Insurance, Financials)

The Hydropothecary Corporation

(Company Overview, Premium Product, VAC Impact, Facilities Expansion, Expansion CAPEX, Strong Product Innovation. Decarb, Elixir No.1, Cannabis Awards, Structured Innovation, Top-Tier Producer, Strong Growth Profile, Competitive Advantages in Quebec, Quebec Recreational Market, Quebec Supply Partner)

FIGURES

  • 1.) Cannabis Sativa
  • 2.) GW Pharmaceuticals Epidiolex
  • 3.) State of Cannabis in U.S: 2Q 2018
  • 4.) Americans' Support for Legalizing Marijuana (%): 1970-2018
  • 5.) Cannabis Consumption Formats
  • 6.) U.S. Illicit Drug Use by Type (Number, % Population): 2016
  • 7.) U.S. Adult Cannabis Incidence Changes in Past Month and Past Year for 18-25 Age Cohort and 26+ Age Cohort (%): 2016-2026
  • 8.) U.S. Adult Cannabis Users (Millions) in Past Month and Past Year for 18-25 Age Cohort and 26+ Age Cohort (%): 2009-2026
  • 9.) Washington State Cannabis Users (Million), Incidence (%) by Past Year/Month and Annual Spend for Cannabis, Alcohol, Cigarettes, Tobacco ($): 2014
  • 10.) Federal Offenders by Primary Offense Category: FY2017
  • 11.) Average Federal Prison Sentence by Primary Drug Type: FY2017
  • 12.) Washington State Tax Revenue Growth by Contributor (%): 2017
  • 13.) Estimated Oregon State Marijuana Revenues ($ Thousands): 2018 to 2022
  • 14.) Estimated Nevada State Marijuana Revenues ($ Thousands): 2018 to 2022
  • 15.) Wide Variety of Products Can Come from Specialized Cannabis and Hemp Cultivation Assets
  • 16.) Colorado Marijuana Sales by Category (%): 2015-2016
  • 17.) U.S. Marijuana Sales by Category and Age Cohort (%): 2015-2016
  • 18.) Current Users of Cannabis and Alcohol in the U.S. by Age Group (%)
  • 19.) Current Users of Cannabis and Cigarettes in the U.S. by Age Group (%)
  • 20.) Estimated Canada Marijuana Revenues (C$ Thousands): 2018 to 2022
  • 21.) Colorado's Initial Demand for Recreational Cannabis vs. Medical and Illicit Cannabis (%)
  • 22.) Cannabis Consumption in Canada (kg/Year) and CAGR (%): 1960-2015
  • 23.) Cannabis Consumption in Colorado, Oregon, Washington State Following Legalization (% of States Population) and Growth Rate (%)
  • 24.) Capital Invested into Licensed Producers in Canada by Quarter (C$ Million): 2017-2018
  • 25.) Total Cannabis Funded Production Capacity by Producer (kg): 1Q 2018
  • 26.) Producer and Retailer Cannabis Margins (C$): 2018-2021
  • 27.) Number of Businesses by Type in U.S. Cannabis Industry
  • 28.) Margin Contributions for a Cannabis Vape Pen: 2021
  • 29.) Canada LPs Market Cap vs Quarter Sales ($ Million): 1Q 2018
  • 30.) Canada LPs Market Cap vs Quarter Inventory ($ Million): 1Q 2018
  • 31.) Vanluven Bloom Room/Air Shower
  • 32.) ABcann Expansion Plans
  • 33.) ABcann Product Spectrum/Packaging
  • 34.) ABcann Yields vs. Peers
  • 35.) ABcann Revenue Forecasts: 2017-2021
  • 36.) Southern Glazers Agreement
  • 37.) Aphria Cannabis Capacity (kg): 2017-2022
  • 38.) Aphria Capacity by Unit: 2018-2019
  • 39.) Aphria Recreational Distribution Agreements: 2018
  • 40.) Aphria International Expansion and Agreements: 2018
  • 41.) Aphria New Products
  • 42.) Aphria Is Low Cost Producer
  • 43.) Aphria Expansion Plans
  • 44.) Aurora Cannabis Canadian Facilities and Capacity: 2Q 2018
  • 45.) Aurora Cannabis Capacity (kg): 2017-2022
  • 46.) CannaRoyalty History and Overview
  • 47.) CannaRoyalty Investments by company (C$ Million): 2018
  • 48.) CR Holdings Operations
  • 49.) Trichome Operations
  • 50.) CannaRoyalty Available Market
  • 51.) California Cannabis Competitive Environment
  • 52.) CannaRoyalty Distribution Companies
  • 53.) California Cannabis Brands in Distribution
  • 54.) CannaRoyalty Owned and Licensed Brands in California
  • 55.) Bhang Vape Pens Products
  • 56.) CannaRoyalty Floracal Products
  • 57.) CannaRoyalty Edible Products
  • 58.) What Product Will Consumers Choose?
  • 59.) Leveraging the U.S. Platform
  • 60.) Brands Sold via Alta Supply
  • 61.) Canopy Growth Core Products
  • 62.) Canopy Growth Brand Strategy
  • 63.) Canopy Production Capacity by Provence: 1Q 2018
  • 64.) Canopy Growth Capacity by Year (kg): 2017-2022
  • 65.) Hydropothecary Corporation Volume (Grams) and Pricing (C$/Gram): 2016-2017
  • 66.) Hydropothecary Corporation Revenue (C$ Thousands) and Growth (%): 2016-2017
  • 67.) Hydropothecary Corporation 50,000 sq.ft. Facility
  • 68.) Hydropothecary Corporation Production Capacity by Site (Thousand kg): 2018-2020
  • 69.) Hydropothecary Decarb Product with CannaCap
  • 70.) Hydropothecary Elixir No.1
  • 71.) Recreational Cannabis Demand by Canada Province (000's kg): 2020
  • 72.) Quebec Recreational Market vs. Hydropothecary Projected Capacity (000's kg): 2018-2020
  • 73.) MedReleaf Markham Facility
  • 74.) MedReleaf Bradford Facility
  • 75.) MedReleaf New Greenhouse Facility in Exeter, ON
  • 76.) MedReleaf Strain Samples
  • 77.) MedReleaf Cannabis Oil Capsules
  • 78.) MedReleaf Lockable Product Packaging
  • 79.) MedReleaf Yields Compared to Industry Average

TABLES

  • 1.) North America Cannabis Market Illicit vs. Legal ($ Billion): 2016-2026
  • 2.) North America Cannabis Average Selling Price ($/Pound, $/Gram): 2016-2026
  • 3.) Price of Cannabis for Three Largest Public Producers vs. Legal Outdoor Homegrown ($/Gram): 2018
  • 4.) Selected Public Cannabis or Cannabis-Related Companies
  • 5.) Selected Private Cannabis or Cannabis-Related Companies
  • 6.) Number of Canada Licensed Producers by Province: 2018
  • 7.) U.S. Legal Cannabis Market by State ($ Billion): 2017
  • 8.) Schedule I Risk Mitigating Factors
  • 9.) U.S. Illicit and Legal Cannabis Market ($ Million): 2016-2026
  • 10.) Annual Spend Per User ($) vs. Past Year Cannabis Users (Million) Equals Total Market Value ($ Billion)
  • 11.) DEA Drug Classifications
  • 12.) History of Medical Marijuana Legalization: 1996-2016
  • 13.) Oregon Marijuana Key Market Features
  • 14.) Nevada Marijuana Key Market Features
  • 15.) Washington State Marijuana Key Market Features
  • 16.) Canada Marijuana Key Market Features
  • 17.) Canada Cannabis Market Illicit vs. Legal ($ Billion): 2016-2026
  • 18.) Canada Cannabis Market Value (C$) Compared to Colorado Market Value ($): 2017
  • 19.) Canada Cannabis Market Detailed Analysis by Product Type (Flower, Concentrates, Edibles, Trim) Value (C$), Volume (kg) and THC Yields: 2024
  • 20.) Medical Cannabis Legal Status in Selected Countries and Total Addressable Market Size by Country
  • 21.) Countries with New Medical Cannabis Law Since 2015
  • 22.) Aphria Income Statement: 2017-2020
  • 23.) Aurora-CanniMed Combined Entity
  • 24.) Aurora Cannabis Enterprise Value and Fair Value Share Price (Upside Case): 2Q 2018
  • 25.) Aurora Cannabis Enterprise Value and Fair Value Share Price (Base Case): 2Q 2018
  • 26.) Aurora Cannabis Enterprise Value and Fair Value Share Price (Downside Case): 2Q 2018
  • 27.) CannaRoyalty Income Statement (C$ Thousands): 2016-2019
  • 28.) Canopy Growth Greenhouse Capacity by Facility: 2Q 2018
  • 29.) Canopy Growth Income Statement: 2016-2017
  • 30.) Cronos Group Canadian Medical and Recreational Marijuana Revenue by Type (kg): 2017-2028
  • 31.) Cronos Group Income Statement (C$ Thousands): 2017-2028
  • 32.) MedReleaf Income Statement: 2015-2017
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