グラファイトの世界市場：2023-2033年

グラファイトは、グリーントランスフォーメーションに不可欠な原材料であり、電気自動車やグリーンエネルギーストレージなどの市場で需要が高まっています。現在の生産量に基づくと、これらの市場からの需要は、採掘と生産が大幅に拡大されない限り、2033年までに大幅な供給不足となります。将来のエネルギー需要は、低炭素技術開発のための原料供給を必要とします。グラファイトは、輸送や重工業の脱炭素化のための重要な材料と考えられており、今後数年は高い市場成長が見込まれています。

当レポートでは、世界のグラファイトの市場を調査し、グラファイトの概要、生産量・需要量の推移・予測、用途・地域別の詳細分析、市場影響因子の分析、主要企業のプロファイルなどをまとめています。

目次

第1章 調査手法

第2章 イントロダクション

• グラファイトのタイプ
• 天然グラファイト
• 人造グラファイト
• 新技術
• グラファイト材料のリサイクル
• グラファイトの用途
• グラファイト価格
• グラフェン
  • CVDグラフェン
  • グラフェンナノプレートレット
  • 酸化グラフェン・還元酸化グラフェン
  • 市場と用途
  • 価格
  • 生産能力
  • 製造業者

第3章 グラファイト市場

• 世界のグラファイト生産量
  • 世界の天然グラファイト鉱山の生産量と埋蔵量
  • 世界のグラファイト生産量の推移
  • 世界のグラファイト生産量の予測
  • 人造グラファイトの供給
• 世界のグラファイト需要：エンドユーザー別
  • 天然グラファイト
  • 人造グラファイト
• グラファイト需要の実績：エンドユーザー別
• グラファイト需要の予測：エンドユーザー別
• グラファイト市場の動向
• 地域別需要
  • 中国
  • アジア太平洋
  • 北米
  • 欧州
  • ブラジル
• 市場成長促進要因
• 市場成長抑制要因
• グラファイト市場の現況
• グラファイト市場：2023年以降
• 主要企業
  • 天然グラファイト
  • 人造グラファイト
• サプライチェーン
• リチウムイオン電池
  • ギガファクトリー
  • EV用アノード材料
  • 最近の自動車市場とEVの動向
  • コスト高と供給不足
  • EV予測
  • 電池用グラファイト代替品
• 耐火物製造 (鉄鋼市場)
  • 鉄鋼市場の動向とグラファイトの成長
  • 耐火物用炭素源
  • 製鉄における電気炉
• 再浸炭
• グラファイト形状
• エレクトロニクス
  • 熱管理
• 燃料電池用電極材料
• 原子力
• 潤滑剤
• 摩擦材
• 難燃剤
• 太陽光発電と風力タービン

第4章 企業プロファイル (94社)

第5章 参考文献

List of Tables

• Table 1. Selected physical properties of graphite
• Table 2. Characteristics of natural and synthetic graphite
• Table 3. Comparison between Natural and Synthetic Graphite
• Table 4. Classification of natural graphite with its characteristics
• Table 5. Characteristics of synthetic graphite
• Table 6: Main markets and applications of isostatic graphite
• Table 7. Current or planned production capacities for isostatic graphite
• Table 8. Main graphite electrode producers and capacities (MT/year)
• Table 9. Markets and applications of graphite
• Table 10. Classification, application and price of graphite as a function of size
• Table 11. Properties of graphene, properties of competing materials, applications thereof
• Table 12. Types of graphene and typical prices
• Table 13. Applications of GO and rGO
• Table 14. Markets, benefits and applications of graphene
• Table 15. Graphene types and cost per kg
• Table 16. Main graphene producers by country, annual production capacities, types and main markets they sell into
• Table 17. Graphite producers
• Table 18. Estimated global mine Production of natural graphite 2020-2022, by country (tons)
• Table 19. Global production of graphite 2016-2022 MT
• Table 20. Estimated global graphite production in tonnes, 2023-2033
• Table 21. Graphite market developments 2020-2023
• Table 22. Demand for synthetic graphite in Asia-Pacific 2016-2033, tonnes
• Table 23. Demand for natural graphite in Asia-Pacific 2016-2033, tonnes
• Table 24. Demand for synthetic graphite in North America 2016-2033, tonnes
• Table 25. Demand for natural graphite in the USA 2016-2033, tonnes
• Table 26. Demand for synthetic graphite in Europe 2018-2033, tonnes
• Table 27. Demand for natural graphite in Europe 2016-2033, tonnes
• Table 28. Main natural graphite producers
• Table 29. Main synthetic graphite producers
• Table 30. Key minerals in an EV battery
• Table 31. Current and planned gigafactories
• Table 32. Overview of thermal management materials
• Table 33. Next Resources graphite flake products

List of Figures

• Figure 1. Structure of graphite
• Figure 2. Comparison of SEM micrographs of sphere-shaped natural graphite (NG; after several processing steps) and synthetic graphite (SG)
• Figure 3. Overview of graphite production, processing and applications
• Figure 4. Flake graphite
• Figure 5. Applications of flake graphite
• Figure 6. Amorphous graphite
• Figure 7. Vein graphite
• Figure 8: Isostatic pressed graphite
• Figure 9. Global market for graphite EAFs, 2018-2033 (MT)
• Figure 10. Extruded graphite rod
• Figure 11. Vibration Molded Graphite
• Figure 12. Die-molded graphite products
• Figure 13. Price of fine flake graphite 2022-2023
• Figure 14. Price of spherical graphite, 2022-2023
• Figure 15. Graphene layer structure schematic
• Figure 16. Illustrative procedure of the Scotch-tape based micromechanical cleavage of HOPG
• Figure 17. Graphite and graphene
• Figure 18. Types of CVD methods
• Figure 19. Schematic of the manufacture of GnPs starting from natural graphite
• Figure 20. Global production of graphite 2016-2022 MT
• Figure 21. Estimated global graphite production in tonnes, 2023-2033
• Figure 22. Global market demand for natural graphite by end use market 2016-2033, tonnes
• Figure 23. Global market demand for synthetic graphite by end use market 2016-2033, tonnes
• Figure 24. Consumption of graphite by end use markets, 2022
• Figure 25. Demand for graphite by end use markets, 2033
• Figure 26. Global consumption of graphite by type and region, 2022
• Figure 27. Consumption of synthetic graphite in Asia-Pacific 2016-2033, tonnes
• Figure 28. Consumption of natural graphite in Asia-Pacific 2016-2033, tonnes
• Figure 29. Demand for synthetic graphite in North America 2016-2033, tonnes
• Figure 30. Demand for natural graphite in the USA 2018-2033, tonnes
• Figure 31. Consumption of synthetic graphite in Europe 2015-2021, tonnes
• Figure 32. Consumption of natural graphite in Europe 2015-2021, tonnes
• Figure 33. Graphite market supply chain (battery market)
• Figure 34. Graphite battery market demand, by type 2016-2033, tonnes
• Figure 35. 2 Graphite: Content and share of total cell weight, for common types of lithium-ion cells for battery-powered electric vehicles
• Figure 36. Graphite as active anode material in lithium-ion cell
• Figure 37. Global electric car sales and share of global car sales, 2010-2023
• Figure 38. Graphite market demand for refractories, by type 2016-2033, tonnes
• Figure 39. Schematic illustration of an EAF
• Figure 40. Graphite electrodes demand 2018-2033 in EAFs (million MT)
• Figure 41. Graphite market demand for recarburising, by type 2016-2033, tonnes
• Figure 42. Graphite market demand for recarburising, by type 2016-2033, tonnes
• Figure 43. Graphite market demand for friction products by type 2016-2033, tonnes

Graphite is a critical raw material for the green transition and demand is increasing in markets including electric vehicles and green energy storage. Based on current production, demand from these markets will result in a significant supply shortfall by 2033 unless mining and production is greatly expanded. Future energy needs will require supply of raw materials for the development of low-carbon technologies. Graphite is viewed as a critical material for decarbonizing transportation and heavy industry, resulting in high market growth in the coming years.

Graphite is used across multiple industries such as automotive, steel-making, powder metallurgy, fuel cells, and flame retardants. Graphite is the dominant active anode material used in lithium-ion batteries for electric vehicles (EV). Huge growth in demand for batteries in electric vehicles and energy storage systems has underpinned recent changes in the graphite market landscape.

Desirable properties of graphite include:

• good conductor of heat and electricity.

• high regular stiffness and strength.

• maintains firmness and strength up to temperature more than 3600°C

• highly lubricating material with chemical inertness and corrosion resistance.

Graphite is classified as natural and synthetic. Natural graphite is further classified into three principal types, crystalline small flake graphite (or flake graphite), crystalline vein or lump graphite, and amorphous graphite (very fine flake graphite), which have different physical properties, appearance, chemical composition, and impurities. Natural graphite can is mined in multiple countries. Synthetic graphite is produced from oil or coal-based needle coke and is preferred in the production electric arc furnaces (EAFs) for steelmaking. Battery producers can use both synthetic and natural graphite as their raw material.

Report contents include:

• In-depth analysis of the global market for graphite.

• Analysis of types of graphite, markets, applications and producers.

• Recent market activity, drivers and trends.

• Graphite pricing, historical, current and forecasts.

• Market tonnage data-historical (2010-2022), estimates for 2023, and projections to 2033.

• Regional market analysis.

• Market share analysis based on type of graphite, end-use industry, and geographic region.

• Graphite market in China.

• Profiles of 94 companies. Companies profiled include Black Rock Mining, Evolution Energy, GrafTech International, Gratomic, Graphite India, Leading Edge Materials, NextSource Materials, Nippon Carbon, Reflex Advanced Materials Corp., Renascor Resources, SEC Carbon, SGL Group, Showa Denko, Syrah Resources, Talga Group, Tirupati Carbon & Graphite, Tokai Carbon, and Volt Resources.

TABLE OF CONTENTS

1 RESEARCH METHODOLOGY

2 INTRODUCTION

• 2.1 Types of graphite
  • 2.1.1 Natural vs synthetic graphite
• 2.2 Natural graphite
  • 2.2.1 Classification
  • 2.2.2 Processing
  • 2.2.3 Flake
    • 2.2.3.1 Grades
    • 2.2.3.2 Applications
    • 2.2.3.3 Spherical graphite
    • 2.2.3.4 Expandable graphite
  • 2.2.4 Amorphous graphite
    • 2.2.4.1 Applications
  • 2.2.5 Crystalline vein graphite
    • 2.2.5.1 Applications
• 2.3 Synthetic graphite
  • 2.3.1 Classification
    • 2.3.1.1 Primary synthetic graphite
    • 2.3.1.2 Secondary synthetic graphite
  • 2.3.2 Processing
    • 2.3.2.1 Processing for battery anodes
  • 2.3.3 Issues with synthetic graphite production
  • 2.3.4 Isostatic Graphite
    • 2.3.4.1 Description
    • 2.3.4.2 Markets
    • 2.3.4.3 Producers and production capacities
  • 2.3.5 Graphite electrodes
  • 2.3.6 Extruded Graphite
  • 2.3.7 Vibration Molded Graphite
  • 2.3.8 Die-molded graphite
• 2.4 New technologies
• 2.5 Recycling of graphite materials
• 2.6 Applications of graphite
• 2.7 Graphite pricing (ton)
  • 2.7.1 Pricing in 2023
• 2.8 Graphene
  • 2.8.1 CVD Graphene
  • 2.8.2 Graphene nanoplatelets
  • 2.8.3 Graphene oxide and reduced Graphene Oxide
  • 2.8.4 Markets and applications
  • 2.8.5 Prices
  • 2.8.6 Graphene production capacities
  • 2.8.7 Graphite producers

3 MARKETS FOR GRAPHITE

• 3.1 Global production of graphite
  • 3.1.1 Global mine production and reserves of natural graphite
  • 3.1.2 Global graphite production in tonnes, 2016-2022
  • 3.1.3 Estimated global graphite production in tonnes, 2023-2033
  • 3.1.4 Synthetic graphite supply
• 3.2 Global market demand for graphite by end use market 2016-2033, tonnes
  • 3.2.1 Natural graphite
  • 3.2.2 Synthetic graphite
• 3.3 Demand for graphite by end use markets, 2022
• 3.4 Demand for graphite by end use markets, 2033
• 3.5 Graphite market developments 2020-2023
• 3.6 Demand by region
  • 3.6.1 China
    • 3.6.1.1 Diversification of global supply and production
  • 3.6.2 Asia-Pacific
    • 3.6.2.1 Synthetic graphite
    • 3.6.2.2 Natural graphite
  • 3.6.3 North America
    • 3.6.3.1 Synthetic graphite
    • 3.6.3.2 Natural graphite
  • 3.6.4 Europe
    • 3.6.4.1 Synthetic graphite
    • 3.6.4.2 Natural graphite
  • 3.6.5 Brazil
• 3.7 Factors that aid graphite market growth
• 3.8 Factors that hinder graphite market growth
• 3.9 Graphite market in 2022
• 3.10 The graphite market in 2023 and beyond
• 3.11 Main market players
  • 3.11.1 Natural graphite
  • 3.11.2 Synthetic graphite
• 3.12 Market supply chain
• 3.13 Lithium-ion batteries
  • 3.13.1 Gigafactories
  • 3.13.2 Anode material in electric vehicles
    • 3.13.2.1 Properties
    • 3.13.2.2 Market demand
  • 3.13.3 Recent trends in the automotive market and EVs
  • 3.13.4 Higher costs and tight supply
  • 3.13.5 Forecast for EVs
  • 3.13.6 Graphite alternatives for batteries
• 3.14 Refractory manufacturing (Steel market)
  • 3.14.1 Steel market trends and graphite growth
  • 3.14.2 Carbon Sources for refractories
  • 3.14.3 Electric arc furnaces in steelmaking
• 3.15 Recarburising
• 3.16 Graphite shapes
• 3.17 Electronics
  • 3.17.1 Thermal management
• 3.18 Electrode materials for fuel cells
• 3.19 Nuclear
• 3.20 Lubricants
• 3.21 Friction materials
• 3.22 Flame retardants
• 3.23 Solar and wind turbines

4 COMPANY PROFILES (94 company profiles)

5 REFERENCES