黒鉛（グラファイト）の世界市場-2024-2031年

概要

世界の黒鉛（グラファイト）市場は、2023年に238億米ドルに達し、2024年から2031年の予測期間中にCAGR 6.2％で成長し、2031年までに385億米ドルに達すると予測されています。

世界の黒鉛市場の長期的成長は、中国への黒鉛生産の集中によって妨げられる可能性があります。中国による輸出禁止は、黒鉛の供給不足を広範にもたらす可能性があります。

ダイナミクス

電気自動車（EV）の生産拡大

政府の手厚い補助金とインセンティブにより、電気自動車の導入と生産へのシフトが加速すると予想されます。2022年には、世界の電気自動車生産台数が初めて1,000万台を突破しました。さらに、多くの自動車メーカーが2035年以降、電気自動車への完全移行を計画しています。

リチウムイオンは、エネルギー密度が高く、動作寿命が長いため、電気自動車に最も適した電池化学物質です。そのため、リチウムイオン電池の電極製造に使用される材料としては、黒鉛が最も好まれています。需要の増加に伴い、各社は電池材料の生産能力を増強するために投資を行っています。

例えば、米国を拠点とするバッテリーエンジニアリング会社ENTEK Internationalは2023年3月、米国インディアナ州テレホートに新しいバッテリー材料工場を建設するために15億米ドルを投資すると発表しました。

世界の鉄鋼需要の増加

OECDのデータによると、2023年の世界の鉄鋼需要は24億9,800万トンを超え、3年連続のプラス成長となった。鉄鋼需要の急増は主に、アジア太平洋の工業化の進展、インフラ整備の進展、COVID-19パンデミックからの回復を背景とした消費者心理の改善によるものです。

インドのような国々は、将来の需要を見込んで、すでに鉄鋼生産能力を増強しています。例えば、アルセロール・ミッタルは2029年までにインド西部のハジラに世界最大の鉄鋼生産施設を開設する計画です。近代的な電気製鋼炉は黒鉛電極を利用するため、世界の鉄鋼需要の増加は黒鉛の需要を高めることになります。

価格変動の増大

黒鉛生産に使用される主な前駆物質であるニードルコークスの価格は、需給の不一致、地政学的動向、政府の経済規制の変更、世界経済全体の情勢などの要因により、最近になって変動が激しくなっています。

原料価格の変動は、黒鉛メーカーに大きな価格上昇圧力をもたらす可能性があります。原料価格の急激な変動は、しばしば生産コストの上昇を招き、大半の生産者の利益率を低下させる。コスト上昇を補うため、黒鉛メーカーは電極の価格を引き上げ、市場競争力を低下させることが多いです。

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）の生産拡大
    • 世界の鉄鋼需要の増加
  • 抑制要因
    • 価格変動の増大
  • 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・ウクライナ戦争の影響分析
• DMIの見解

第6章 COVID-19分析

第7章 タイプ別

• 天然黒鉛
  • 土状黒鉛
  • 片状黒鉛
  • 鱗状黒鉛
• 合成黒鉛
  • 黒鉛電極
  • 炭素繊維
  • 黒鉛ブロック
  • 黒鉛粉末

第8章 用途別

• 潤滑
• 耐火物
• 鋳造
• 電池製造
• その他

第9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
  • その他欧州
• 南米
  • ブラジル
  • アルゼンチン
  • その他南米
• アジア太平洋
  • 中国
  • インド
  • 日本
  • オーストラリア
  • その他アジア太平洋地域
• 中東・アフリカ

第10章 競合情勢

• 競合シナリオ
• 市況/シェア分析
• M&A分析

第11章 企業プロファイル

• GrafTech International
  • 会社概要
  • 製品ポートフォリオと説明
  • 財務概要
  • 主な発展
• Graphite India Limited
• Nippon Graphite Industries Co. Ltd
• Tokai Carbon
• HEG Limited
• Energizer Resources Inc.
• Focus Graphite Inc.,
• Showa Denko K.K.
• Sangraf International
• Amg Advanced Metallurgical Group N.V.

第12章 付録

Overview

Global Graphite Market reached US$ 23.8 billion in 2023 and is expected to reach US$ 38.5 billion by 2031, growing with a CAGR of 6.2% during the forecast period 2024-2031.

The development and expanding production of new lubricants for various industrial applications will be a key factor in increasing the demand for . New improvements in graphite-based compound materials are being investigated for increasing the efficiency of the next generation of electric vehicle batteries.

The long term growth for the global graphite market could be potentially hampered by the concentration of graphite production in China. It has already given China undue leverage in influencing the global market and an export ban by China could suddenly lead to widespread shortfall in graphite supply.

Dynamics

Growing Production of Electric Vehicles (EVs)

We expect that generous government subsidies and incentives will accelerate the shift towards the adoption and production of electric vehicles. In 2022, global electric vehicle production surpassed 10 million units for the first time. Furthermore, many automotive manufacturers are contemplating a complete shift towards electric vehicles starting from 2035.

Lithium-ion remains the most preferred battery chemistry for EVs given their high energy density and longer operational lifespan. As such, graphite is the most favored material used of the production of electrodes in lithium-ion batteries. With rising demand, companies are investing in capacity expansion to ramp up production of battery materials.

For instance, in March 2023, ENTEK International, a U.S.-based battery engineering company announced a US$ 1.5 billion investment in building a new battery materials factory in Terre Haute, Indiana, U.S. The growth in EV production will spur the demand for graphite during the forecast period.

Rising Global Demand for Steel

According to OECD data, the global steel demand exceeded 2,498 million metric tons in 2023, topping off a third straight year of growth. The surge in steel demand is mainly due to growing industrialization of the Asia-Pacific, rising infrastructure development and improving consumer sentiment on the back of a stronger recovery from the COVID-19 pandemic.

Countries such as India are already increasing the steel production capacity in growing anticipation of future demand. For instance, ArcelorMittal is planning to open the world's largest steel production facility at Hazira, in western India, by 2029. Modern electric steel furnaces utilize graphite electrodes, therefore, an increase in global steel demand will consequently raise the demand for graphite.

Increased Price Volatility

The price of the chief precursor material used in graphite production, needle coke has witnessed increased fluctuation in recent due to factors such as mismatched supply and demand dynamics, geopolitical developments, changes in government economic regulations and the overall global economic conditions.

Volatility in the prices of raw materials can create significant upward pricing pressures for graphite producers. Abrupt volatility in raw material prices has often resulted in higher production costs and erosion in the profit margins of most producers. To offset the increase in costs, graphite producers often raise the prices of electrodes, making them less competitive in the market.

Segment Analysis

The global graphite market is segmented based on type, application and region.

Automotive Battery Production will Account for a Major Market Share

Currently the biggest demand for graphite is for the production of graphite electrodes used in the production of lithium-ion batteries, mainly used as a power source in modern electric vehicles. New advancements in lithium-ion battery technology will further augment the demand for graphite.

For instance, by utilizing 15% of graphite with Ionisil in a water-based binder system, the resulting electrodes exhibit much higher conduction capacity as compared to a traditional electrode made from pure graphite. Such improvement in production capacity will further boost the adoption of electric vehicles.

Geographical Penetration

Asia-Pacific to Garner the Largest Market Share

The electrification of passenger vehicles segment in China remains the chief factor behind the high share of Asia-Pacific in the global market. China has emerged as the largest manufacturer of electric vehicles globally, accounting for nearly 60% of the global production in 2022. The sale of new EVs in China has shot up by 82% in 2022 over the previous year. Many Chinese EV makers are currently looking for ways to increase their exports to new overseas markets.

Being the largest graphite producer grants China an inherent advantage in the race of passenger vehicle electrification. Most local manufacturers are also aided by lower energy costs and government subsidies. As Chinese EV makers have continued the development of new battery chemistries to improve the range and performance of the next generation of electric vehicles. A such, China will continue to generate a disproportionately large demand for graphite during the forecast period.

COVID-19 Impact Analysis

The pandemic created many challenges for the global graphite market. Due to a visible crash in demand from major end-user industries such as lubricant and battery manufacturers, the graphite market experienced a relatively steep decline during the early phase of the COVD-19 pandemic through 2020.

With the partial lifting of pandemic lockdown restrictions, many producers began to aggressively increase production in anticipation of a spike in demand. However, total demand recovery would not occur until early 2022, since lingering supply chain disruptions complicated the ability of manufacturers to fulfill the growing demand.

Russia-Ukraine War Impact Analysis

The Russia-Ukraine resulted in steep increase in energy prices, especially in Europe, creating an upheaval in the global graphite market. Therefore, China, which was the largest graphite producer before the war, further consolidated its position in the global market, as more companies exited European manufacturing operations.

The sanctions imposed on Russia also led to a collapse in exports of its graphite production. Many Russian graphite producers had to seek parallel export systems by relying on the international grey market. Many Russian graphite producers actually benefited due to the weakening of Russia's currency and a overall increase in global graphite prices.

By Type

• Natural Graphite
  • Amorphous Graphite
  • Flake Graphite
  • Vein Graphite
• Synthetic Graphite
  • Graphite Electrode
  • Carbon Fiber
  • Graphite Blocks
  • Graphite Powder

By Application

• Lubrication
• Refractories
• Foundry
• Battery Production
• 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

• In February 2024, Westwater Resources, a U.S. based company specializing in the production of natural graphite, announced a 25% increase in graphite production at its facility in Alabama, U.S.
• In December 2023, Graphite India, an Indian producer of graphite, announced a 31% stake purchase in Godi India, a battery materials manufacturer.
• In January 2024, CarbonScape (CS). A New Zealand-based startup announced plans to commercialize its proprietary process of manufacturing synthetic graphite from woodchips.

Competitive Landscape

The major global players in the market include GrafTech International, Graphite India Limited, Nippon Graphite Industries Co. Ltd, Tokai Carbon, HEG Limited, Energizer Resources Inc., Focus Graphite Inc.,Showa Denko K.K., Sangraf International and Amg Advanced Metallurgical Group N.V.

Why Purchase the Report?

• To visualize the global graphite market segmentation based on type, application 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 pouch tapes 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 graphite market report would provide approximately 50 tables, 43 figures and 183 Pages.

Target Audience 2024

• Battery Component Manufacturers
• Lubricant Manufacturers
• Commodity Trading Companies
• Industry Investors/Investment Bankers
• Research Professionals

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 Region

4.Dynamics

• 4.1.Impacting Factors
  • 4.1.1.Drivers
    • 4.1.1.1.Growing Production of Electric Vehicles (EVs)
    • 4.1.1.2.Rising Global Demand for Steel
  • 4.1.2.Restraints
    • 4.1.2.1.Increased Price Volatility
  • 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 Impact 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.Natural Graphite*
  • 7.2.1.Introduction
  • 7.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 7.2.3.Amorphous Graphite
  • 7.2.4.Flake Graphite
  • 7.2.5.Vein Graphite
• 7.3.Synthetic Graphite
  • 7.3.1.Graphite Electrode
  • 7.3.2.Carbon Fiber
  • 7.3.3.Graphite Blocks
  • 7.3.4.Graphite Powder

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.Lubrication*
  • 8.2.1.Introduction
  • 8.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
• 8.3.Refractories
• 8.4.Foundry
• 8.5.Battery Production
• 8.6.Others

9.By Region

• 9.1.Introduction
  • 9.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
  • 9.1.2.Market Attractiveness Index, By Region
• 9.2.North America
  • 9.2.1.Introduction
  • 9.2.2.Key Region-Specific Dynamics
  • 9.2.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 9.2.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 9.2.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 9.2.5.1.U.S.
    • 9.2.5.2.Canada
    • 9.2.5.3.Mexico
• 9.3.Europe
  • 9.3.1.Introduction
  • 9.3.2.Key Region-Specific Dynamics
  • 9.3.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 9.3.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 9.3.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 9.3.5.1.Germany
    • 9.3.5.2.UK
    • 9.3.5.3.France
    • 9.3.5.4.Italy
    • 9.3.5.5.Spain
    • 9.3.5.6.Rest of Europe
• 9.4.South America
  • 9.4.1.Introduction
  • 9.4.2.Key Region-Specific Dynamics
  • 9.4.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 9.4.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 9.4.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 9.4.5.1.Brazil
    • 9.4.5.2.Argentina
    • 9.4.5.3.Rest of South America
• 9.5.Asia-Pacific
  • 9.5.1.Introduction
  • 9.5.2.Key Region-Specific Dynamics
  • 9.5.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 9.5.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 9.5.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 9.5.5.1.China
    • 9.5.5.2.India
    • 9.5.5.3.Japan
    • 9.5.5.4.Australia
    • 9.5.5.5.Rest of Asia-Pacific
• 9.6.Middle East and Africa
  • 9.6.1.Introduction
  • 9.6.2.Key Region-Specific Dynamics
  • 9.6.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 9.6.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

10.Competitive Landscape

• 10.1.Competitive Scenario
• 10.2.Market Positioning/Share Analysis
• 10.3.Mergers and Acquisitions Analysis

11.Company Profiles

• 11.1.GrafTech International*
  • 11.1.1.Company Overview
  • 11.1.2.Product Portfolio and Description
  • 11.1.3.Financial Overview
  • 11.1.4.Key Developments
• 11.2.Graphite India Limited
• 11.3.Nippon Graphite Industries Co. Ltd
• 11.4.Tokai Carbon
• 11.5.HEG Limited
• 11.6.Energizer Resources Inc.
• 11.7.Focus Graphite Inc.,
• 11.8.Showa Denko K.K.
• 11.9.Sangraf International
• 11.10.Amg Advanced Metallurgical Group N.V.

LIST NOT EXHAUSTIVE

12.Appendix

• 12.1.About Us and Services
• 12.2.Contact Us