Growth Opportunities for Critical Raw Materials in a Clean Energy Transition

出版日: | 発行: Frost & Sullivan | ページ情報: 英文 78 Pages | 納期: 即日から翌営業日

価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=158.54円
出版日: 2023年11月16日
発行: Frost & Sullivan
ページ情報: 英文 78 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 目次








  • なぜ成長が難しくなっているのか?
  • The Strategic Imperative 8(TM)
  • クリーンエネルギー産業の重要原材料(CRM)に対する主な戦略的インペラティブの影響
  • Growth Pipeline Engine(TM)を促進する成長機会
  • Frost & SullivanのCRMおよび電化関連レポート
  • ハイライト


  • CRMの定義
  • CRMビジネスエコシステムにおける重要性/リスクの定義
  • スコープ
  • 移行に不可欠な材料
  • エンドユーザーアプリケーションからの材料抽出
  • CRMの役割
  • CRM業界のバリューチェーン
  • ボトルネック
  • CRM、需要・不足予測
  • 鉱業の議論


  • イントロダクション
  • EUの重要原材料法
  • 世界のCRMに関するその他の関連政策


  • イントロダクション
  • 各クリーン技術のリサイクルプロセスの概要
  • 電池の確立されたリサイクル方法と新たなリサイクル方法
  • レアアースの確立されたリサイクル方法と新たなリサイクル方法
  • CRM回収における注目企業


  • リチウムイオン電池においてCRMに取って代わる可能性のある代替技術と材料
  • 永久磁石におけるレアアース代替技術
  • CRM代替分野における注目企業


  • ライフサイクルに沿ったCRM生産のイノベーション
  • CRM生産のイノベーションと注目企業


  • 成長機会1:電池リサイクル
  • 成長機会2:循環を可能にするデータサービス
  • 成長機会3:コグニティブロボティクスと機械学習(ML)の支援による分解
  • 成長機会4:リバースロジスティクス
  • 成長機会5:ローカルマイニングのエコシステム
  • 成長機会6:コバルトのリサイクル


Product Code: PEF1-92

Innovations in Recycling, Mining, Refining, and Substituting Materials Spark New Local Supply Chains

Critical raw materials (CRMs) are raw materials that are economically and strategically important for a country or region but have high risks associated with their supply. Criticality depends on various factors, and what counts as critical from a particular standpoint might not be the same from another standpoint. For instance, what might be critical for a solar panel might not be critical for a battery, and what might be considered critical for a particular country might not be critical for another, depending on the available resources and geopolitical scenarios.

This study examines recycling, substituting, and innovating in the mining and refining of particular CRMs that are key for the clean energy transition. Specifically, this study covers cobalt, lithium, copper, nickel, neodymium and dysprosium (the 2 most relevant rare earth materials), and manganese, looking at the ways they can be recovered from motors and generators, solar panels, transmission lines, and hydrogen electrolyzers.

The research describes different challenges involved with each of these materials, from both a mining and geopolitical and supply chain perspective. The analysis also looks at important regulations and policies, such as the European Union's Critical Raw Materials Act, the United States' Federal Strategy on Critical Minerals, and Canada's Critical Minerals Strategy.

Other areas covered in this research include established and emerging recycling methods for batteries, established and emerging recycling methods for rare earth elements, substitution potential in CRMs, and innovations in CRM mining and refining. Companies excelling in any of these areas are profiled. The study concludes with a discussion of the top growth opportunities in this space.

Table of Contents

Strategic Imperatives

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on Critical Raw Materials (CRMs) for the Clean Energy Industry
  • Growth Opportunities Fuel the Growth Pipeline Engine™
  • Frost & Sullivan Reports Related to CRMs and Electrification
  • Highlights

Growth Environment

  • Defining CRMs
  • Defining Criticality/Risk in the CRM Business Ecosystem
  • Scope
  • Critical Materials for the Transition
  • Extracting Materials from End-user Applications
  • The Role of CRMs in...
  • The Value Chain in the CRM Industry
  • Bottlenecks
  • CRMs, Projected Demand, and Deficits
  • The Mining Debate

Regulations and Policies

  • Introduction (*)
  • The European Union's Critical Raw Materials Act (*)
  • Other Relevant Policies on CRMs around the Globe

Recovery Potential in CRMs

  • Introduction
  • Summary of the Recycling Processes for Selected Clean Technologies
  • Established and Emerging Recycling Methods for Batteries (*)
  • Established and Emerging Recycling Methods for REEs (*)
  • Companies to Watch in CRM Recovery

Substitution Potential in CRMs

  • Alternative Technologies and Materials that Could Replace CRMs in Li-ion Batteries (*)
  • Alternative Technologies that Could Replace REEs in Permanent Magnets
  • Companies to Watch in the CRM Substitution Space

Innovations in CRMs Mining and Refining

  • Innovations in CRM Production Along its Life Cycle
  • Innovation in CRM Production and Companies to Watch

Growth Opportunity Universe

  • Growth Opportunity 1: Battery Recycling
  • Growth Opportunity 2: Data Services Enabling Circularity
  • Growth Opportunity 3: Disassembly with Support from Cognitive Robotics and Machine Learning (ML)
  • Growth Opportunity 4: Reverse Logistics
  • Growth Opportunity 5: Local Mining Ecosystem
  • Growth Opportunity 6: Cobalt Recycling

Next Steps

  • Your Next Steps
  • Why Frost, Why Now?
  • Legal Disclaimer