電池リサイクルの世界市場における循環経済、2024-2030年

効率的な電池の再利用、資源回収、中流・下流オペレーションのデジタル化が、グリーン転換と持続可能なモビリティに向けた変革的成長を促進する

電池の大量供給は資源の大量消費につながり、その中には希少なものもあります。そのため、効率的な回収、選別、改修、再利用、再使用を通じて電池のライフサイクルを延ばし、また、自動運転のサプライチェーンを支えるために、寿命が尽きた電池の効率的なリサイクルを取り入れることが不可欠です。世界の電池市場の継続的な成長を支える主な発展は、持続可能な材料と部品の調達、使用、再利用、寿命末期の選別回収、効率的なリサイクルなど、完全で自走可能、効率的で透明な電池バリューチェーンの開発です。

この調査では、デジタルマテリアルパスポート、ライフサイクル評価ツール、ロボット工学、AIベースの選別、データ分析プラットフォームなどの技術やサービスを用いて、サプライチェーンのデジタル化、製造、使用と再利用、使用済み管理など、電池の循環経済全体の効率化を後押しする様々な技術的進歩を評価しています。また、主要な成長アクセラレーターの詳細な分析も行っており、注目すべき企業の事例も紹介しています。調査期間は、2023年を基準年として2020年から2030年までです。

目次

戦略的インペラティブ

• なぜ成長が難しくなっているのか？
• The Strategic Imperative 8（TM）
• 電池リサイクル業界の循環経済に対する主要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

成長機会分析

• 分析範囲
• 地理的範囲
• 市場の定義
• 輸送セグメントにおける電池の循環経済の可能性
• 固定セグメントにおける電池の循環経済の可能性
• コンシューマーエレクトロニクスセグメントにおける電池の循環経済の可能性
• 主な競合企業
• 注目すべき企業：電池の循環経済における成長アクセラレーター
• 成長指標
• 主な要点
• 主な電池アプリケーション：エンドユーザー分析
• 電池修理・再利用・リサイクル市場の持続可能性と循環経済：6Pフレームワーク
• バリューチェーンにおける電池の循環経済：概要
• 電池の循環経済：上流プロセスにおける成長機会
• 電池の循環経済：中流プロセスにおける成長機会
• 電池の循環経済：下流プロセスにおける成長機会
• 成長促進要因
• 成長抑制要因
• 予測に関する考察
• 需要予測
• アプリケーション別、需要予測
• 地域別、需要予測
• 数量予測、生成・収集・回収・回収率別
• 使用済み電池の数量予測、生成、地域別
• 使用済み電池の数量予測、収集・回収、地域別
• 使用済み電池のリサイクル数量予測、地域別
• 使用済み電池の再利用数量予測、地域別
• 使用済み電池の数量予測、生成、アプリケーション別
• 数量予測、使用済み電池のリサイクル・再利用別
• 数量予測、使用済み電池のリサイクル・再利用別：定置
• 数量予測、使用済み電池のリサイクル・再利用別：輸送
• 数量予測、使用済み電池のリサイクル・再利用別：コンシューマーエレクトロニクス
• 使用済み電池の管理、収益予測
• 収益予測、使用済み電池のリサイクル・再利用別、地域別
• 収益予測、使用済み電池のリサイクル・再利用別
• 使用済み電池のリサイクル、収益予測、地域別
• 使用済み電池の再利用、収益予測、地域別
• 収益予測、使用済み電池のリサイクル・再利用別：輸送
• 収益予測、使用済み電池のリサイクル・再利用別：定置
• 収益予測、使用済み電池のリサイクル・再利用別：コンシューマーエレクトロニクス
• 収益予測分析
• 価格動向と予測分析
• 競合環境
• 収益シェア
• 収益シェア分析
• 電池エコシステムの循環経済におけるパートナーシップの例

成長機会分析：欧州

成長機会分析：アジア太平洋地域

成長機会分析：南北アメリカ

成長機会分析：中東・アフリカ

成長機会ユニバース

• 成長機会1：デジタル電池パスポート
• 成長機会2：定置アプリケーションで再生・再利用された使用済みEV電池を使用するV2G
• 成長機会3：効率的な使用済み電池管理のためのインテリジェント電池ソーティング
• 成長機会4：スマートメンテナンスのための電池インテリジェンスプラットフォーム

次のステップ

Efficient Battery Reuse, Resource Recovery, and Digitalized Midstream and Downstream Operations Are Driving Transformational Growth toward the Green Transition and Sustainable Mobility

The massive demand for battery supply results in high consumption of resources, some of which are scarce. It is therefore essential to extend the battery life cycle through efficient collection, sorting, refurbishment, repurposing and reuse as well as to incorporate efficient battery recycling at the end of its life to support self-driving supply chains. The key developments supporting ongoing growth of the global battery market are the development of a complete, self-running, efficient, and transparent battery value chain, including sustainable sourcing of materials and components, use, reuse, selective collection at the end of life, and efficient recycling.

This study's main objective is to help readers understand the major role of developing a circular economy in the battery industry across upstream, midstream, and downstream operations. The top 3 battery application segments, which comprise the 5 battery categories, analyzed in this study are transportation, stationary, and consumer electronics.

The analysis covers the volume of batteries generated by 5 top categories globally, current battery waste collection and recycling rates, and the potential for battery reuse (refurbishment, second use, and repurposing) and recycling market development. The revenue forecast dedicated to the development of a circular economy for batteries focuses on collection and transportation, sorting, reuse, and recycling. The growth analysis is based on the doing-more-with-less approach and the 6P framework that comprises policies, products, processes, people/personas, partnerships, and platforms.

The study assesses various technological advancements that help to push efficiency across the circular economy of batteries, including digitalization of the supply chains, manufacturing, use and reuse, and end-of-life management, with technologies and services such as digital material passport, life-cycle assessment tools, robotics, AI-based sorting, and data analytic platforms. The study also includes detailed analysis of key growth accelerators, with examples of companies to watch. The study period is 2020 to 2030 using a base year of 2023.

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 the Circular Economy of Battery Recycling Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• Geographic Coverage
• Market Definitions
• Potential for Circular Economy of Batteries across the Transportation Segment
• Potential for Circular Economy of Batteries across the Stationary Segment
• Potential for Circular Economy of Batteries across the Consumer Electronics Segment
• Key Competitors
• Companies to Watch: Growth Accelerators in Circular Economy of Batteries
• Growth Metrics
• Key Takeaways
• Key Battery Applications: End-user Analysis
• Sustainability and Circular Economy of the Battery Repair, Reuse, & Recycling Market: 6P Framework
• Circular Economy of Batteries across the Value Chain: Overview
• Circular Economy of Batteries: Growth Opportunities in Upstream Processes
• Circular Economy of Batteries: Growth Opportunities in Midstream Processes
• Circular Economy of Batteries: Growth Opportunities in Downstream Processes
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Demand Forecast
• Demand Forecast by Application
• Demand Forecast by Region
• Volume Forecast by Generation, Collection & Recovery, and Recovery Rate
• Volume Forecast for End-of-life Battery Generation by Region
• Volume Forecast of End-of-life Battery Collection & Recovery by Region
• End-of-life Battery Recycling Volume Forecast by Region
• End-of-life Battery Reuse Volume Forecast by Region
• Volume Forecast of End-of-life Battery Generation by Application
• Volume Forecast by End-of-life Battery Recycling and Reuse
• Volume Forecast by End-of-life Battery Recycling and Reuse: Stationary
• Volume Forecast by End-of-life Battery Recycling and Reuse: Transportation
• Volume Forecast by End-of-life Battery Recycling and Reuse: Consumer Electronics
• End-of-life Battery Management Revenue Forecast
• Revenue Forecast by End-of-life Battery Recycling and Reuse by Region
• Revenue Forecast by End-of-life Battery Recycling and Reuse
• End-of-life Battery Recycling Revenue Forecast by Region
• End-of-life Battery Reuse Revenue Forecast by Region
• Revenue Forecast by End-of-Life Battery Recycling and Reuse: Transportation
• Revenue Forecast by End-of-Life Battery Recycling and Reuse: Stationary
• Revenue Forecast by End-of-Life Battery Recycling and Reuse: Consumer Electronics
• Revenue Forecast Analysis
• Pricing Trends and Forecast Analysis
• Competitive Environment
• Revenue Share
• Revenue Share Analysis
• Examples of Partnerships across the Circular Economy of Batteries Ecosystem

Growth Opportunity Analysis: Europe

• Growth Metrics
• Overview of Circular Economy of Batteries in Europe
• EU Roadmap to the Circular Economy of Batteries
• Demand Forecast
• Generation and Collection & Recovery Volume Forecast
• Volume Forecast by End-of-life Battery Recycling and Reuse
• Revenue Forecast
• End-of-life Battery Revenue Forecast by Recycling and Reuse
• Revenue Forecast Analysis
• Case Study: Companies to Watch: Growth Accelerators for Li-Ion Battery Recycling Development in Europe

Growth Opportunity Analysis: Asia-Pacific

• Growth Metrics
• Overview of Circular Economy of Batteries in APAC
• Battery Demand Forecast
• Endo-of-life Battery Generation and Collection & Recovery Volume Forecast
• End-of-life Battery Volume Forecast by Recycling and Reuse
• End-of-life Battery Management Revenue Forecast
• Revenue Forecast by End-of-life Battery Recycling and Reuse
• Revenue Forecast Analysis

Growth Opportunity Analysis: Americas

• Growth Metrics
• Overview of Circular Economy of Batteries in the Americas
• Demand Forecast
• End-of-Life Battery Generation and Collection & Recovery Volume Forecast
• Volume Forecast by End-of-life Battery Recycling and Reuse
• Revenue Forecast
• Revenue Forecast by End-of-life Battery Recycling and Reuse
• Revenue Forecast Analysis

Growth Opportunity Analysis: Middle East & Africa

• Growth Metrics
• Overview of Circular Economy of Batteries in MEA
• Demand Forecast
• End-of-life Battery Generation and Collection & Recovery Volume Forecast
• Volume Forecast by End-of-life Battery Recycling and Reuse
• End-of-life Battery Management Revenue Forecast
• Revenue Forecast by End-of-life Battery Recycling and Reuse
• Revenue Forecast Analysis

Growth Opportunity Universe

• Growth Opportunity 1: Digital Battery Passport
• Growth Opportunity 2: Vehicle-to-grid (V2G) with Refurbished & Repurposed Used EV Batteries in Stationary Applications
• Growth Opportunity 3: Intelligent Battery Sorting for Effective End-of-life Management
• Growth Opportunity 4: Battery Intelligence Platform for Smart Maintenance

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer