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リチウムの世界市場：2024～2031年

Global Lithium Market - 2024-2031
出版日: | 発行: DataM Intelligence | ページ情報: 英文 187 Pages | 納期: 約2営業日

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本日の銀行送金レート: 1USD=157.14円
リチウムの世界市場：2024～2031年
出版日: 2024年02月13日
発行: DataM Intelligence
ページ情報: 英文 187 Pages
納期: 約2営業日
ご注意事項 :
本レポートは最新情報反映のため適宜更新し、内容構成変更を行う場合があります。ご検討の際はお問い合わせください。
  • 全表示
  • 概要
  • 目次
概要

世界のリチウムの市場規模は、2023年に93億米ドルに達し、2024～2031年の予測期間中にCAGR 19.5%で成長し、2031年には3,880万米ドルに達すると予測されています。

電気自動車は、市場におけるリチウムの成長の主要な促進要因です。リチウムイオン電池は、医療用でより長い走行距離を提供する電気自動車に不可欠です。持続可能性への注目の高まりと、よりクリーンな輸送への移行に伴い、EVの需要は増加し、リチウムの需要を押し上げると予想されます。

アジア太平洋の政府はリチウム産業を積極的に支援しており、研究開発、インフラ開発、金融投資に多額の投資を行っています。中国はEV自動車（EV）の著しい成長を経験しました。例えば、2023年5月4日には、中国だけで約680万台のEVが販売され、8年連続で世界最大のEV市場となりました。この成長の背景には、EVの供給促進と需要創出を目的とした政府の支援、手厚い補助金、減税などの政策インセンティブがあります。

リチウムはEV用電池の主要部品であり、中国のEV産業で重要な役割を果たしています。中国企業は主にLFP電池を含むリチウムイオン電池の開発と生産に注力しており、EV市場の成長に貢献しています。中国は重要な電池材料を管理しているため、世界のリチウム市場でも競争上の優位性を発揮しています。

ダイナミクス

電気自動車（EV）需要の増加

電気自動車（EV）の需要の高まりが、リチウム市場を前進させています。高いエネルギー密度で知られるリチウムイオン電池は、他の電池技術を凌駕する小型軽量パッケージで、より多くのエネルギーを貯蔵することを可能にします。この特性は、EVの走行距離延長と性能向上につながります。さらに、リチウム電池は特筆すべき充放電能力を発揮するため、充電時間が短縮され、最終的には電気自動車の充電要件全体が軽減されます。

例えば、ルクセンブルクに本社を置く Livistaが2023年6月18日に行った発表があります。 Livistaは、電気自動車用電池専用のリチウム精製工場を設立する計画を明らかにしました。この施設は、リチウムイオン電池の重要な構成要素であるリチウムを4万トン精製することを目的としています。この戦略的イニシアチブは、EVの需要急増とリチウムの安定供給の必要性に応えるものです。 Livistaの試みは、持続可能で環境に優しいモビリティソリューションの進歩に貢献し、成長し続ける電気自動車市場に安定したリチウム供給源を確保するという目標に沿ったものです。

政府の取り組み

世界各国の政府は、温室効果ガスの排出を抑制し、気候変動の懸念に対処する極めて重要な戦略として、電気自動車（EV）の普及を積極的に支持しています。リチウムイオン電池は、他の電池技術に比べてエネルギー密度が高く、寿命が長いため、EVに好ましい選択肢として際立っています。政府の取り組みは、リチウムの安定供給確保に向けたものであり、その結果、電池生産に不可欠な材料の安定供給が確保されます。

注目すべき例は、2023年4月17日に実施されたイニシアティブです。リチウムは、携帯電話、コンピューター、自動車用途に広く使用されている電池の主要成分であり、中心的な役割を果たしています。政府が「自動車の早期導入・製造（FAME）」プログラムを開始したことは、リチウム電池を採用したクリーンエネルギー自動車の導入を促進するというコミットメントを強調するものです。2023年の重要な予算配分において、政府はFAMEに517億2,000インドルピーを計上し、よりクリーンなエネルギーへの移行を加速するためのインセンティブを提供し、自動車セクターのリチウム市場を強化しています。

リチウム抽出と電池廃棄の環境影響

リチウムの採掘と加工は、環境に大きな影響を与えます。従来の採掘方法は、生息地の破壊、水質汚染、温室効果ガスの排出につながります。さらに、リチウムイオン電池のライフサイクル終了後の廃棄は、適切に管理されない場合、環境問題を引き起こします。

リチウムイオン電池は代替技術と比べてエネルギー密度が高いにもかかわらず、その医療機能には固有の限界があります。これらの制約に対処するため、研究者は新しい電池技術の開発に積極的に取り組んでいます。しかし、この追求は、自動車用途の走行距離を短くする可能性があります。リチウムイオン電池の利点と環境上の欠点のバランスをとることは、持続可能なエネルギー貯蔵ソリューションを開発するための現在進行中の取り組みにおいて、依然として重要な焦点となっています。

目次

第1章 調査手法と調査範囲

第2章 定義と概要

第3章 エグゼクティブサマリー

第4章 市場力学

  • 影響要因
    • 促進要因
      • 電気自動車（EV）需要の増加
      • 政府の取り組み
    • 抑制要因
      • リチウム抽出と電池廃棄による環境への影響
    • 機会
    • 影響分析

第5章 産業分析

  • ポーターのファイブフォース分析
  • サプライチェーン分析
  • 価格分析
  • 規制分析
  • ロシア・ウクライナ戦争分析
  • DMIの見解

第6章 COVID-19分析

第7章 タイプ別

  • 合金
  • 金属
  • 塩化物
  • 炭酸塩
  • 水酸化物
  • 濃縮物

第8章 用途別

  • 電池
  • 潤滑油
  • 自動車部品
  • エネルギー貯蔵
  • 医療
  • ガラス・ガラスセラミックス
  • 空気処理
  • 冶金
  • ポリマー
  • その他

第9章 エンドユーザー別

  • 家電
  • 自動車
  • 医療
  • 産業用
  • その他

第10章 地域別

  • 北米
    • 米国
    • カナダ
    • メキシコ
  • 欧州
    • ドイツ
    • 英国
    • フランス
    • イタリア
    • スペイン
    • その他の欧州
  • 南米
    • ブラジル
    • アルゼンチン
    • その他の南米
  • アジア太平洋
    • 中国
    • インド
    • 日本
    • オーストラリア
    • その他のアジア太平洋
  • 中東・アフリカ

第11章 競合情勢

  • 競合シナリオ
  • 市況/シェア分析
  • M&A分析

第12章 企業プロファイル

  • 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

第13章 付録

目次
Product Code: MM174

Overview

Global Lithium Market reached US$ 9.3 billion in 2023 and is expected to reach US$ 38.8 million by 2031, growing with a CAGR of 19.5% during the forecast period 2024-2031.

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

Table of Contents

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

13. Appendix

  • 13.1. About Us and Services
  • 13.2. Contact Us