黒鉛の世界市場（2025年～2035年）

世界の黒鉛市場は、主に電気自動車（EV）バッテリー部門からの需要の急増によって力強い成長を示しています。現在の市場力学の特徴は、採掘と加工の両面で中国が優位を占めていることであり、天然黒鉛生産の約70%、加工能力の約90%を占めています。市場はサプライチェーンの多様化圧力に直面しており、中国以外の新しい生産施設に大規模な投資を行っています。2024年の天然黒鉛生産は130万トン、人造黒鉛生産は約300万トンと推定されます。力強い需要と供給の制約により価格は高止まりしており、高品質な片状黒鉛は1トン当たり2,000～2,400米ドル、球状黒鉛は4,000～4,700米ドルに達しています。

主な市場の発展

• EVバッテリー需要の加速
• サプライチェーン地域化活動
• 中国以外での加工能力の拡大
• エネルギーコストの上昇が人造黒鉛生産に影響
• ESGコンプライアンスへの注目の高まり

市場は以下の促進要因によって大きく成長すると予測されます。

• 2035年までに9,300GWhに達するEVバッテリー需要
• 1,770GWhを必要とするエネルギー貯蔵用途
• 世界中での新しいギガファクトリーの開発
• 工業用途の拡大

主な成長要因

• 大規模なEV採用
• グリッドストレージの拡大
• 産業の近代化
• 原子力の成長
• 先進材料の開発

課題

• 加工能力の制約
• 人造生産に対するエネルギーコスト
• 環境規制
• サプライチェーンの安全性
• バッテリーの技術仕様

市場の変革に伴い、すべての部門で予測される需要の増加に対応するため、新たな生産能力、加工施設、技術開発に多額の投資が必要となります。

当レポートでは、世界の黒鉛市場について調査分析し、天然黒鉛と人造黒鉛の市場成長を促進する生産、加工、用途、新技術に関する詳細な分析を提供しています。

企業プロファイルに含まれる企業：Aben Resources、Alba Mineral Resources、Anovion Technologies、Anson Resources、Applied Graphite Technologies、Armadale Capital、Ashbury Carbons、Black Rock Mining、Blencowe Resources、BTR New Material Group、Buxton Resources、Canada Carbon、Carbonscape、Ceylon Graphite、China Minmetals Group、China Steel Chemical、Cocan Graphite Mill、Doncarb Graphite、Eagle Graphite、EcoGraf、Evolution Energy Minerals、Extrativa Metalquimica、Evion Group、Fangda Carbon、First Graphene、Five-star New Material Technology、Focus Graphite、FunktioMat、Grafintec、GrafTech International、Graphex Technologies、Graphit Kropfmuhl、Graphite COVA、Graphite India Limited、Graphite One、Graphjet Technology、Gratomic、Green Battery Minerals、Green Graphite Technologies、Greenwing Resources、HEG Limited、Heilongjiang Aoyu Energy、Heilongjiang Guangshengda、Hexagon Energy Materials、Hubei Hengda、Ibiden、Infinity Stone Ventures、International Graphite、ITech Minerals、JFE Chemical、Jixi Northeast Asia Mineral Resources、Jixi Puchen Graphite、Kaifeng Carbon、Leading Edge Materials、Lomiko Metals、Magnis Energy Technologies、Mason Resources、Mersen SAほか

目次

第1章 調査手法

第2章 イントロダクション

• 黒鉛の種類
  • 天然黒鉛 vs. 人造黒鉛
• 天然黒鉛
  • 分類
  • 加工
  • 鱗状
  • 非結晶黒鉛
  • 結晶黒鉛
• 人造黒鉛
  • 分類
  • 加工
  • 人造黒鉛生産の問題点
  • 等方性黒鉛
  • 黒鉛電極
  • 押出成形黒鉛
  • 振動成形黒鉛
  • ダイモールド黒鉛
• 新技術
• 黒鉛材料のリサイクル
• 黒鉛の用途
• 黒鉛の価格
  • 価格（2024年）
• 黒鉛
  • 概要
  • 特性
  • 黒鉛の種類と価格
  • 市場と用途
  • 黒鉛生産能力
  • 黒鉛メーカー

第3章 黒鉛の市場

• 世界の黒鉛生産
  • 黒鉛市場（2024年～）
  • 中国の優位性
  • 米国の補助金・融資と中国輸入品に対する関税
  • 世界の天然黒鉛の鉱山生産と埋蔵量
  • 世界の黒鉛生産（2016年～2023年）
  • 世界の黒鉛生産の推定値（2024年～2035年）
  • 人造黒鉛の供給
• 世界の黒鉛の市場需要：最終用途市場別、トン（2016年～2035年）
  • 天然黒鉛
  • 人造黒鉛
• 黒鉛の需要：最終用途市場別（2023年）
• 黒鉛の需要：最終用途市場別（2035年）
• 黒鉛市場の動向（2020年～2024年）
• 需要：地域別
  • 中国
  • アジア太平洋
  • 北米
  • 欧州
  • ブラジル
• 黒鉛市場の成長促進要因
• 黒鉛市場の成長抑制要因
• 主要市場企業
  • 天然黒鉛
  • 人造黒鉛
• 市場サプライチェーン
• リチウムイオンバッテリー
  • ギガファクトリー
  • 電気自動車の負極材料
  • 自動車市場とEVの近年の動向
  • コスト上昇と供給不足
  • EVの予測
  • バッテリー用黒鉛の代替品
• 耐火物製造（鉄鋼市場）
  • 鉄鋼市場の動向と黒鉛の成長
  • 耐火物の炭素の供給元
  • 製鉄における電気アーク炉
• 再炭化
• 黒鉛形状
• 電子
  • 熱管理
• 燃料電池用電極材料
• 原子力
• 潤滑剤
• 摩擦材料
• 難燃剤
• 太陽光、風力タービン

第4章 企業プロファイル（企業102社のプロファイル）

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. Natural graphite size categories, their advantages, average prices, and applications
• Table 5. Classification of natural graphite with its characteristics
• Table 6. Applications of flake graphite
• Table 7. Amorphous graphite applications
• Table 8. Crystalline vein graphite applications
• Table 9. Characteristics of synthetic graphite
• Table 10: Main markets and applications of isostatic graphite
• Table 11. Current or planned production capacities for isostatic graphite
• Table 12. Main graphite electrode producers and capacities (MT/year)
• Table 13. Extruded graphite applications
• Table 14. Applications of Vibration Molded Graphite
• Table 15. Applicaitons of Die-molded graphite
• Table 16. Recycled refractory graphite applications
• Table 17. Markets and applications of graphite
• Table 18. Classification, application and price of graphite as a function of size
• Table 19. Pricing by graphite type, 2020-2024
• Table 20. Fine Flake Graphite Prices (-100 mesh, 90-97% C)
• Table 21. Spherical Graphite Prices (99.95% C)
• Table 22. +32 Mesh Natural Flake Graphite Prices (>500 micrometer, 94-97% C)
• Table 23. Properties of graphene, properties of competing materials, applications thereof
• Table 24. Types of graphene and prices
• Table 25. Applications of GO and rGO
• Table 26. Markets, benefits and applications of graphene
• Table 27. Main graphene producers by country, annual production capacities, types and main markets they sell into
• Table 28. Graphene producers
• Table 29. Estimated global mine Production of natural graphite 2020-2023, by country (tons)
• Table 30. Global production of graphite 2016-2023, MT
• Table 31. Estimated global graphite production in tonnes, 2024-2035, by type
• Table 32. Graphite market developments 2020-2024
• Table 33. Demand for synthetic graphite in Asia-Pacific 2016-2035, tonnes
• Table 34. Demand for natural graphite in Asia-Pacific 2016-2035, tonnes
• Table 35. Demand for synthetic graphite in North America 2016-2035, tonnes
• Table 36. Demand for natural graphite in North America 2016-2035, tonnes
• Table 37. Demand for synthetic graphite in Europe 2018-2035, tonnes
• Table 38. Demand for natural graphite in Europe 2016-2035, tonnes
• Table 39. Main natural graphite producers
• Table 40. Main synthetic graphite producers
• Table 41. Key minerals in an EV battery
• Table 42. Current and planned gigafactories
• Table 43. Overview of thermal management materials
• Table 44. Graphite production capacities by producer
• Table 45. Next Resources graphite flake products

List of Tables

• 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. Flake graphite production
• Figure 6. Amorphous graphite
• Figure 7. Vein graphite
• Figure 8: Isostatic pressed graphite
• Figure 9. Global market for graphite EAFs, 2018-2035 (MT)
• Figure 10. Extruded graphite rod
• Figure 11. Vibration Molded Graphite
• Figure 12. Die-molded graphite products
• 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 2016-2023 MT
• Figure 21. Estimated global graphite production in tonnes, 2024-2035, by type
• Figure 22. Global market demand for natural graphite by end use market 2016-2035, tonnes
• Figure 23. Global market demand for synthetic graphite by end use market 2016-2035, tonnes
• Figure 24. Consumption of graphite by end use markets, 2023
• Figure 25. Demand for graphite by end use markets, 2035
• Figure 26. Global consumption of graphite by type and region, 2023
• Figure 27. Consumption of synthetic graphite in Asia-Pacific 2016-2035, tonnes
• Figure 28. Consumption of natural graphite in Asia-Pacific 2016-2035, tonnes
• Figure 29. Demand for synthetic graphite in North America 2016-2035, tonnes
• Figure 30. Demand for natural graphite in North America 2018-2035, tonnes
• Figure 31. Consumption of synthetic graphite in Europe 2015-2035, tonnes
• Figure 32. Consumption of natural graphite in Europe 2015-2035, tonnes
• Figure 33. Graphite market supply chain (battery market)
• Figure 34. Graphite battery market demand, by type 2016-2035, 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 2016-2035, tonnes
• Figure 39. Schematic illustration of an EAF
• Figure 40. Graphite electrodes demand 2018-2035 in EAFs (million MT)
• Figure 41. Graphite market demand for recarburising, by type 2016-2035, tonnes
• Figure 42. Graphite market demand for recarburising, by type 2016-2035, tonnes
• Figure 43. Graphite market demand for friction products by type 2016-2035, tonnes

The global graphite market demonstrates strong growth driven primarily by surging demand from the electric vehicle (EV) battery sector. Current market dynamics are characterized by Chinese dominance in both mining and processing, accounting for approximately 70% of natural graphite production and 90% of processing capacity. The market faces supply chain diversification pressures, with major investments in new production facilities outside China. Natural graphite production in 2024 is estimated at 1.3 million tonnes, while synthetic graphite production reaches approximately 3 million tonnes. Prices remain elevated due to strong demand and supply constraints, with high-quality flake graphite commanding $2,000-2,400 per tonne and spherical graphite reaching $4,000-4,700 per tonne.

Key market developments include:

• Accelerating EV battery demand
• Supply chain regionalization efforts
• Processing capacity expansion outside China
• Rising energy costs affecting synthetic graphite production
• Growing emphasis on ESG compliance

The market is projected to experience substantial growth, driven by:

• EV battery demand reaching 9,300 GWh by 2035
• Energy storage applications requiring 1,770 GWh
• New gigafactory developments globally
• Expanding industrial applications

Key growth factors include:

• Mass EV adoption
• Grid storage expansion
• Industrial modernization
• Nuclear power growth
• Advanced materials development

Challenges include:

• Processing capacity constraints
• Energy costs for synthetic production
• Environmental regulations
• Supply chain security
• Technical specifications for batteries

The market transformation will require significant investment in new production capacity, processing facilities, and technology development to meet projected demand growth across all sectors.

"The Global Market for Graphite 2025-2035" provides detailed analysis of the rapidly evolving graphite market, encompassing both natural and synthetic graphite sectors from 2025-2035. The report examines production, processing, applications, and emerging technologies driving market growth, with particular focus on electric vehicle batteries and energy storage applications.

Key Report Features:

• Complete analysis of natural and synthetic graphite markets
• Detailed production and capacity data
• Price trends and forecasts
• Technology developments
• Comprehensive end-use market analysis
• Regional market assessments
• In-depth company profiles

The report provides exhaustive coverage of graphite types, including flake, amorphous, vein, and synthetic varieties, along with emerging technologies like graphene and advanced processing methods. Special attention is given to high-growth applications such as lithium-ion battery anodes, where demand is projected to increase significantly through 2035.

Market segments analyzed include:

• Battery materials (EVs, energy storage)
• Refractories and metallurgy
• Lubricants and friction materials
• Electronics and thermal management
• Nuclear applications
• Fuel cells and renewable energy
• Flame retardants

The research examines critical market dynamics including:

• Chinese market dominance
• Supply chain diversification efforts
• Processing technology advances
• Recycling developments
• Environmental regulations
• Regional production trends
• Price volatility factors

Regional analysis covers:

• China's dominant position
• North American market development
• European Union initiatives
• Emerging Asian markets
• African production potential

The report includes detailed profiles of over 100 companies, analysis of production capacities, and strategic developments. Extensive data on gigafactory developments and their impact on graphite demand is provided, along with analysis of competing technologies and materials.

Technology coverage includes:

• Advanced processing methods
• New extraction techniques
• Purification technologies
• Coating developments
• Recycling innovations
• Graphene applications

Market forecasts through 2035 cover:

• Production by type and region
• Demand by application
• Price trends
• Regional consumption
• Technology adoption
• Market share analysis

Companies profiled include: Aben Resources, Alba Mineral Resources, Anovion Technologies, Anson Resources, Applied Graphite Technologies, Armadale Capital, Ashbury Carbons, Black Rock Mining, Blencowe Resources, BTR New Material Group, Buxton Resources, Canada Carbon, Carbonscape, Ceylon Graphite, China Minmetals Group, China Steel Chemical, Cocan Graphite Mill, Doncarb Graphite, Eagle Graphite, EcoGraf, Evolution Energy Minerals, Extrativa Metalquimica, Evion Group, Fangda Carbon, First Graphene, Five-star New Material Technology, Focus Graphite, FunktioMat, Grafintec, GrafTech International, Graphex Technologies, Graphit Kropfmuhl, Graphite COVA, Graphite India Limited, Graphite One, Graphjet Technology, Gratomic, Green Battery Minerals, Green Graphite Technologies, Greenwing Resources, HEG Limited, Heilongjiang Aoyu Energy, Heilongjiang Guangshengda, Hexagon Energy Materials, Hubei Hengda, Ibiden, Infinity Stone Ventures, International Graphite, ITech Minerals, JFE Chemical, Jixi Northeast Asia Mineral Resources, Jixi Puchen Graphite, Kaifeng Carbon, Leading Edge Materials, Lomiko Metals, Magnis Energy Technologies, Mason Resources, Mersen SA, and more....

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 2024
• 2.8. Graphene
  • 2.8.1. Overview
  • 2.8.2. Properties
  • 2.8.3. Types of graphene and prices
    • 2.8.3.1. CVD Graphene
    • 2.8.3.2. Graphene nanoplatelets
    • 2.8.3.3. Graphene oxide and reduced Graphene Oxide
  • 2.8.4. Markets and applications
  • 2.8.5. Graphene production capacities
  • 2.8.6. Graphene producers

3. MARKETS FOR GRAPHITE

• 3.1. Global production of graphite
  • 3.1.1. The graphite market in 2024 and beyond
  • 3.1.2. China dominance
  • 3.1.3. United States subsidies/loans and tariffs on Chinese imports
  • 3.1.4. Global mine production and reserves of natural graphite
  • 3.1.5. Global graphite production in tonnes, 2016-2023
  • 3.1.6. Estimated global graphite production in tonnes, 2024-2035
  • 3.1.7. Synthetic graphite supply
• 3.2. Global market demand for graphite by end use market 2016-2035, tonnes
  • 3.2.1. Natural graphite
  • 3.2.2. Synthetic graphite
• 3.3. Demand for graphite by end use markets, 2023
• 3.4. Demand for graphite by end use markets, 2035
• 3.5. Graphite market developments 2020-2024
• 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
    • 3.6.4.2. Natural graphite
  • 3.6.5. Brazil
• 3.7. Factors that aid graphite market growth
• 3.8. Factors that hinder graphite market growth
• 3.9. Main market players
  • 3.9.1. Natural graphite
  • 3.9.2. Synthetic graphite
• 3.10. Market supply chain
• 3.11. Lithium-ion batteries
  • 3.11.1. Gigafactories
  • 3.11.2. Anode material in electric vehicles
    • 3.11.2.1. Properties
    • 3.11.2.2. Market demand
  • 3.11.3. Recent trends in the automotive market and EVs
  • 3.11.4. Higher costs and tight supply
  • 3.11.5. Forecast for EVs
  • 3.11.6. Graphite alternatives for batteries
• 3.12. Refractory manufacturing (Steel market)
  • 3.12.1. Steel market trends and graphite growth
  • 3.12.2. Carbon Sources for refractories
  • 3.12.3. Electric arc furnaces in steelmaking
• 3.13. Recarburising
• 3.14. Graphite shapes
• 3.15. Electronics
  • 3.15.1. Thermal management
• 3.16. Electrode materials for fuel cells
• 3.17. Nuclear
• 3.18. Lubricants
• 3.19. Friction materials
• 3.20. Flame retardants
• 3.21. Solar and wind turbines

4. COMPANY PROFILES (102 company profiles)

5. REFERENCES