リチウム鉱山市場：埋蔵量と生産量、資産とプロジェクト、需要促進要因、主要参入企業、予測、2022年～2030年

当レポートは、世界のリチウム鉱山市場について調査し、市場に影響を与える主要な需要促進要因、埋蔵量、生産量競合情勢、主要探査および開発プロジェクトに関する詳細な情報を提供しています。

目次

目次

第1章 エグゼクティブサマリー

第2章 埋蔵量、生産量、価格

• 世界のリチウム埋蔵量、国別
• リチウム生産
• リチウム価格分析

第3章 リチウム資産

• 活動中の鉱山
• 開発プロジェクト
• 探査プロジェクト

第4章 需要と貿易

• リチウム消費量
• 炭酸リチウム貿易
• 世界の電気自動車（EV）市場
• 世界のリチウム市場のバランス
• 世界のリチウム産業におけるM&A

第5章 主要なリチウム生産企業

• Mines and Projects by Stage and Country
• Albemarle Corporation
• Sociedad Quimica y Minera de Chile SA
• Ganfeng Lithium Group Co Ltd
• Livent Corp.
• Allkem Ltd

第6章 付録

List of Tables

List of Tables

• Table 1: Lithium reserves by country (million tonnes), January 2022
• Table 2: Active mines in Australia by total ore reserves (million tonnes)
• Table 3: Active mines in Argentina by total ore reserves (million tonnes)
• Table 4: Active mines in China by total ore reserves (million tonnes)
• Table 5: Historical and forecast lithium production (thousand tonnes), 2006-30
• Table 6: Lithium mine production by country (thousand tonnes), 2006-30
• Table 7: Lithium mine production in Australia (thousand tonnes), 2006-30
• Table 8: Lithium mine production in Chile (thousand tonnes), 2006-30
• Table 9: Lithium mine production in Argentina (thousand tonnes), 2006-30
• Table 10: New Technologies, 2022
• Table 11: World lithium hydroxide and spodumene concentrate prices ($/tonne), 2018-24
• Table 12: Lithium Pricing Landscape, 2022
• Table 13: Key active mines, 2022
• Table 14: Key development projects, 2022
• Table 15: Key exploration projects, 2022
• Table 16: Historical and forecast lithium consumption (thousand tonnes), 2006-30
• Table 17: Top lithium carbonate exporters, 2021
• Table 18: Top lithium carbonate importers, 2021
• Table 19: Production of electric vehicles (thousand units), 2020-36
• Table 20: Global EV sales by category (thousand vehicles), 2010-21
• Table 21: China EV sales (thousand vehicles), 2010-21
• Table 22: EV sales by type by country (thousand units), 2020-21
• Table 23: Battery Energy Storage Market, Battery Technology Overview, 2022
• Table 24: Major companies and their competitive position within the batteries scheme
• Table 25: Major Completed deals in lithium industry, 2022
• Table 26: Major Announced deals in lithium industry, 2022
• Table 27: Projects count by country and stage, 2022
• Table 28: Projects count by company and stage, 2022
• Table 29: Albemarle Corporation, Major projects, 2022
• Table 30: SQM, Major projects, 2022
• Table 31: Ganfeng Lithium Group Co Ltd, capacity planning, 2022
• Table 32: Ganfeng Lithium Group Co Ltd, Major projects, 2022
• Table 33: Livent Corp, lithium conversion plants, 2022
• Table 34: Livent Corp, Major projects, 2022
• Table 35: Allkem Ltd, Major projects, 2022

List of Figures

List of Figures

• Figure 1: Lithium reserves by country (million tonnes), 2017 - 22
• Figure 2: Lithium reserves by country (%), January 2022
• Figure 3: Lithium reserves in Australia, 2022
• Figure 4: Historical and forecast lithium production (thousand tonnes), 2006-30
• Figure 5: Lithium mine production by country (thousand tonnes), 2020-21
• Figure 6: Lithium mine production in Australia (thousand tonnes), 2006-30
• Figure 7: Lithium mine production in Chile (thousand tonnes), 2006-30
• Figure 8: Lithium mine production in Argentina (thousand tonnes), 2006-30
• Figure 9: World lithium hydroxide and spodumene concentrate prices ($/tonne), 2018-24
• Figure 10: Lithium demand by end-use (%), 2021
• Figure 11: Historical and forecast lithium consumption (thousand tonnes), 2006-30
• Figure 12: Top exporters and importers of lithium carbonates, 2021
• Figure 13: Global EV sales by category (thousand vehicles), 2010-21
• Figure 14: China EV sales (thousand vehicles), 2010-21
• Figure 15: EV sales by type by country (thousand units), 2020-21
• Figure 16: Chinese EV policy, 2009-22
• Figure 17: EV policy in South Korea, India and Japan, 2016-22
• Figure 18: Lithium market balance (kt), 2016-30
• Figure 19: Projects count by country and stage (%), 2021

GlobalData's "Lithium Mining Market by Reserves and Production, Assets and Projects, Demand Drivers, Key Players and Forecast, 2022-2030" provides a comprehensive coverage on the global lithium industry. It provides historical and forecast data on lithium production by country, production by company, reserves by country, world lithium prices, lithium trade, market balance, and M&As in lithium industry. The report also includes a demand drivers section providing information on factors that are affecting the global lithium industry. It further profiles major lithium producers, information on the major active, planned and exploration projects by region.

Production in 2022 was supported by resumption of operations at Australian mines that were suspended in late 2019 and 2020. For instance, Wodgina mine (suspended in late 2019), resumed operations in 2022, with production of spodumene concentrate from the first and second trains at the Wodgina mine commencing in May and July of this year, respectively. The Wodgina lithium mine, which has one of the richest Spodumene ore bodies, has a life of 27 years, and is jointly owned by Albemarle Corporation and Mineral Resources Ltd. Furthermore, ongoing expansions at Greenbushes Lithium Operations as well as Pilgangoora projects, further boosted production in 2022. During the FY22, Greenbushes Lithium Operations produced 1,135kt spodumene concentrate, up from its actual target 1,100 to 1,250kt, driven by increased throughput and improved recovery. The mine's production is further expected to increase to 1,350 - 1,450kt in FY23.

Scope

• The report contains an overview of the global lithium mining industry including key demand driving factors affecting the global lithium mining industry. It provides detailed information on reserves, reserves by country, production, production by country, production by company, major operating mines, competitive landscape, major exploration and development projects.

Reasons to Buy

• To gain an understanding of the global lithium mining industry, relevant driving factors
• To understand historical and forecast trend on global lithium production
• To identify key players in the global lithium mining industry
• To identify major active, exploration and development projects by region

Table of Contents

Table of Contents

1. Executive Summary

2. Reserves, Production and Prices

• 2.1 Global Lithium Reserves by Country
• 2.2 Lithium Production
• 2.3 Lithium Price Analysis

3. Lithium Assets

• 3.1 Active Mines
• 3.2 Development Projects
• 3.3 Exploration Projects

4. Demand and Trade

• 4.1 Lithium Consumption
• 4.2 Lithium Carbonate Trade
• 4.3 Global Electric Vehicles (EVs) Market
• 4.4 Global Lithium Market Balance
• 4.5 M&As in the global lithium industry

5. Major Lithium Producers

• 5.1 Mines and Projects by Stage and Country
• 5.2 Albemarle Corporation
• 5.3 Sociedad Quimica y Minera de Chile SA
• 5.4 Ganfeng Lithium Group Co Ltd
• 5.5 Livent Corp.
• 5.6 Allkem Ltd

6. Appendix

• 6.1 Abbreviations
• 6.2 Methodology
• 6.3 Coverage
• 6.4 Secondary Research
• 6.5 Development Likelihood