ニードルコークス市場-2025年から2030年までの予測

ニードルコークス市場は、2025年の41億9,100万米ドルから2030年には57億4,100万米ドルへ、CAGR 6.49％で成長すると予測されます。

世界のニードルコークス市場は、電気自動車（EV）や鉄鋼生産（特に電気炉（EAF）技術による）需要の増加により、2025年から2030年にかけて力強い成長を遂げると予測されています。ニードルコークスは石油やコールタールに由来する高品質の炭素材料であり、EAF製鉄やEV用リチウムイオン電池の負極に使用される黒鉛電極の製造に不可欠です。同市場は、持続可能な鉄鋼生産を促進する厳しい環境規制と、輸送の電動化を世界的に推進することによって活性化しています。課題としては、原料供給の制約と生産コストの高さが挙げられます。

市場促進要因

電気自動車需要の増加

ニードルコークスはリチウムイオン電池の黒鉛負極の生産に不可欠であるため、電気自動車の普及がニードルコークス市場の主な促進要因となっています。国際エネルギー機関（IEA）は、EV販売台数の大幅な伸びを報告しており、2024年の世界販売台数は2023年から25%増の1,700万台に達します。この成長、特に中国における成長が、電池生産ニーズに対応するための高品質ニードルコークスの需要を牽引しています。米国が2035年までに100%ゼロエミッション車を義務付け、インドが2030年までに自家用車にEVを30%普及させる目標を掲げるなど、政府の政策がバッテリー用途のニードルコークスの需要をさらに押し上げています。

EAFによる鉄鋼生産の増加

環境規制の強化を背景とした世界のEAF製鉄へのシフトは、黒鉛電極の主要原料であるニードルコークスの需要を増大させています。従来の高炉よりも炭素排出量が少ないEAF技術が普及しつつあります。JFEスチールは2023年11月、日本の倉敷工場に大規模なEAFを建設する計画を発表し、2027年までに年間260万トンの排出量削減を目指しています。同様に、HEGリミテッドは2023年11月に黒鉛電極の生産能力を年産100キロトンに拡大し、ニードルコークスのニーズの高まりを強めています。2022年に発表された中国の工業炭素ピーク計画は、2030年までにEAF製鉄が鉄鋼生産の20%以上を占めるようになり、スクラップ処理能力は年間1億8,000万トンを超えると予測しています。

市場抑制要因

ニードルコークス市場は、限られた原料の入手可能性と高い生産コストによる課題に直面しており、これが供給を制約し、価格を上昇させる可能性があります。また、一部の地域では規制の不一致やインフラの制限も市場成長の妨げとなっています。さらに、経済の不確実性とサプライチェーンの混乱は、特に新興市場において、一貫した生産と流通にリスクをもたらします。

目次

第1章 エグゼクティブサマリー

第2章 市場スナップショット

• 市場概要
• 市場の定義
• 調査範囲
• 市場セグメンテーション

第3章 ビジネス情勢

• 市場促進要因
• 市場抑制要因
• 市場機会
• ポーターのファイブフォース分析
• 業界バリューチェーン分析
• ポリシーと規制
• 戦略的提言

第4章 技術展望

第5章 ニードルコークス市場：タイプ別

• イントロダクション
• 石油系ニードルコークス
• 石炭ベースのニードルコークス

第6章 ニードルコークス市場：グレード別

• イントロダクション
• 中級
• プレミアム
• スーパープレミアム

第7章 ニードルコークス市場：用途別

• イントロダクション
• グラファイト電極
• リチウムイオン電池
• その他

第8章 ニードルコークス市場：地域別

• イントロダクション
• 北米
  • 米国
  • カナダ
  • メキシコ
• 南米
  • ブラジル
  • アルゼンチン
  • その他
• 欧州
  • ドイツ
  • フランス
  • 英国
  • イタリア
  • その他
• 中東・アフリカ
  • サウジアラビア
  • アラブ首長国連邦
  • その他
• アジア太平洋
  • 中国
  • インド
  • 日本
  • 韓国
  • 台湾
  • タイ
  • インドネシア
  • その他

第9章 競合環境と分析

• 主要企業と戦略分析
• 市場シェア分析
• 合併、買収、合意およびコラボレーション
• 競合ダッシュボード

第10章 企業プロファイル

• Phillips 66
• Asbury Carbons
• Graf Tech International Holdings Inc.
• Mitsubishi Chemical Corporation
• SojitzJECT Corporation
• Indian Oil Corporation
• NIPPON STEEL Chemical & Material Co., Ltd.
• Sumitomo Corporation
• Cabot Corporation

第11章 調査手法

The needle coke market is expected to grow from USD4.191 billion in 2025 to USD5.741 billion in 2030, at a CAGR of 6.49%.

The global needle coke market is projected to experience robust growth from 2025 to 2030, driven by increasing demand for electric vehicles (EVs) and steel production, particularly through electric arc furnace (EAF) technology. Needle coke, a high-quality carbon material derived from petroleum or coal tar, is critical for manufacturing graphite electrodes used in EAF steelmaking and lithium-ion battery anodes for EVs. The market is fueled by stringent environmental regulations promoting sustainable steel production and the global push for electrification in transportation. Challenges include raw material supply constraints and high production costs.

Market Drivers

Rising Demand for Electric Vehicles

The surge in EV adoption is a primary driver of the needle coke market, as needle coke is essential for producing graphite anodes in lithium-ion batteries. The International Energy Agency reported significant EV sales growth, with global sales reaching 17 million in 2024, a 25% increase from 2023. This growth, particularly in China, drives demand for high-quality needle coke to meet battery production needs. Government policies, such as the U.S. mandate for 100% zero-emission vehicles by 2035 and India's target for 30% EV penetration in private cars by 2030, further boost demand for needle coke in battery applications.

Increasing Steel Production via EAF

The global shift toward EAF steelmaking, driven by stricter environmental regulations, is increasing demand for needle coke, a key raw material for graphite electrodes. EAF technology, which emits less carbon than traditional blast oxygen furnaces, is gaining traction. In November 2023, JFE Steel announced plans to build a large-scale EAF at its Kurashiki plant in Japan, aiming to reduce emissions by 2.6 million tons annually by 2027. Similarly, HEG Limited expanded its graphite electrode capacity to 100 kilotons per annum in November 2023, reinforcing the growing need for needle coke. China's Industrial Carbon Peaking plan, issued in 2022, projects EAF steelmaking to account for over 20% of steel production by 2030, with an annual scrap processing capacity exceeding 180 million metric tons.

Market Restraints

The needle coke market faces challenges due to limited raw material availability and high production costs, which can constrain supply and increase prices. Regulatory discrepancies and infrastructural limitations in some regions also hinder market growth. Additionally, economic uncertainties and supply chain disruptions pose risks to consistent production and distribution, particularly in emerging markets.

Market Segmentation

By Application

The market is segmented into graphite electrodes, lithium-ion batteries, and other applications like specialty carbon and ferroalloys. Graphite electrodes dominate, holding over 55% of the market share in 2023, driven by their critical role in EAF steelmaking. Lithium-ion battery applications are growing rapidly, fueled by EV production and energy storage demands, with needle coke used in high-performance anode materials.

By Grade

The market includes intermediate, premium, and super-premium grades. Intermediate-grade needle coke held over 50% of the market revenue in 2023 due to its cost-effectiveness and versatility in steel and battery applications. Super-premium grades are gaining traction for their low sulfur content and high performance in advanced applications.

By Geography

The Asia-Pacific region dominates, accounting for 63.5% of global market revenue in 2024, with China leading due to its robust steel and EV industries. China's needle coke market is expected to reach $2.47 billion by 2030, driven by its position as the world's largest steel producer, with 67.4 million metric tons produced in 2023. India is the fastest-growing market in the region, with its lithium-ion battery market projected to grow at a CAGR of 50% to 220 GWh by 2030. North America and Europe are also significant, driven by EV adoption and steel industry modernization.

Key Industry Developments

In January 2025, Chevron Lummus Global and TAQAT signed an agreement to enhance needle coke production for steel and battery applications, emphasizing technological advancements. In November 2023, Nippon Steel Corporation acquired a 20% stake in Elk Valley Resources to secure raw materials for needle coke production. These developments highlight the industry's focus on capacity expansion and sustainability.

The needle coke market is set for strong growth from 2025 to 2030, driven by EV battery production and EAF steelmaking. Asia-Pacific, particularly China, leads due to its dominant steel and EV sectors. Despite challenges like raw material scarcity, strategic investments and technological innovations will drive market expansion. Industry players must focus on sustainable production and supply chain stability to capitalize on growing demand.

Key Benefits of this Report:

• Insightful Analysis: Gain detailed market insights covering major as well as emerging geographical regions, focusing on customer segments, government policies and socio-economic factors, consumer preferences, industry verticals, and other sub-segments.
• Competitive Landscape: Understand the strategic maneuvers employed by key players globally to understand possible market penetration with the correct strategy.
• Market Drivers & Future Trends: Explore the dynamic factors and pivotal market trends and how they will shape future market developments.
• Actionable Recommendations: Utilize the insights to exercise strategic decisions to uncover new business streams and revenues in a dynamic environment.
• Caters to a Wide Audience: Beneficial and cost-effective for startups, research institutions, consultants, SMEs, and large enterprises.

What do businesses use our reports for?

Industry and Market Insights, Opportunity Assessment, Product Demand Forecasting, Market Entry Strategy, Geographical Expansion, Capital Investment Decisions, Regulatory Framework & Implications, New Product Development, Competitive Intelligence

Report Coverage:

• Historical data from 2020 to 2024 & forecast data from 2025 to 2030
• Growth Opportunities, Challenges, Supply Chain Outlook, Regulatory Framework, and Trend Analysis
• Competitive Positioning, Strategies, and Market Share Analysis
• Revenue Growth and Forecast Assessment of segments and regions including countries
• Company Profiling (Strategies, Products, Financial Information, and Key Developments among others.

Market Segmentation:

By Type

• Petroleum-Based Needle Coke
• Coal-Based Needle Coke

By Grade

• Intermediate
• Premium
• Super Premium

By Application

• Graphite Electrode
• lithium-ion batteries
• Others

By Geography

• North America
• USA
• Canada
• Mexico
• South America
• Brazil
• Argentina
• Others
• Europe
• UK
• Germany
• France
• Italy
• Others
• Middle East and Africa
• UAE
• Saudi Arabia
• Others
• Asia Pacific
• Japan
• China
• India
• South Korea
• Thailand
• Taiwan
• Indonesia
• Others

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. MARKET SNAPSHOT

• 2.1. Market Overview
• 2.2. Market Definition
• 2.3. Scope of the Study
• 2.4. Market Segmentation

3. BUSINESS LANDSCAPE

• 3.1. Market Drivers
• 3.2. Market Restraints
• 3.3. Market Opportunities
• 3.4. Porter's Five Forces Analysis
• 3.5. Industry Value Chain Analysis
• 3.6. Policies and Regulations
• 3.7. Strategic Recommendations

4. TECHNOLOGICAL OUTLOOK

5. NEEDLE COKE MARKET BY TYPE

• 5.1. Introduction
• 5.2. Petroleum-Based Needle Coke
• 5.3. Coal-Based Needle Coke

6. NEEDLE COKE MARKET BY GRADE

• 6.1. Introduction
• 6.2. Intermediate
• 6.3. Premium
• 6.4. Super Premium

7. NEEDLE COKE MARKET BY APPLICATION

• 7.1. Introduction
• 7.2. Graphite Electrode
• 7.3. lithium-ion batteries
• 7.4. Others

8. NEEDLE COKE MARKET BY GEOGRAPHY

• 8.1. Introduction
• 8.2. North America
  • 8.2.1. USA
  • 8.2.2. Canada
  • 8.2.3. Mexico
• 8.3. South America
  • 8.3.1. Brazil
  • 8.3.2. Argentina
  • 8.3.3. Others
• 8.4. Europe
  • 8.4.1. Germany
  • 8.4.2. France
  • 8.4.3. United Kingdom
  • 8.4.4. Italy
  • 8.4.5. Others
• 8.5. Middle East & Africa
  • 8.5.1. Saudi Arabia
  • 8.5.2. UAE
  • 8.5.3. Others
• 8.6. Asia Pacific
  • 8.6.1. China
  • 8.6.2. India
  • 8.6.3. Japan
  • 8.6.4. South Korea
  • 8.6.5. Taiwan
  • 8.6.6. Thailand
  • 8.6.7. Indonesia
  • 8.6.8. Others

9. COMPETITIVE ENVIRONMENT AND ANALYSIS

• 9.1. Major Players and Strategy Analysis
• 9.2. Market Share Analysis
• 9.3. Mergers, Acquisitions, Agreements, and Collaborations
• 9.4. Competitive Dashboard

10. COMPANY PROFILES

• 10.1. Phillips 66
• 10.2. Asbury Carbons
• 10.3. Graf Tech International Holdings Inc.
• 10.4. Mitsubishi Chemical Corporation
• 10.5. SojitzJECT Corporation
• 10.6. Indian Oil Corporation
• 10.7. NIPPON STEEL Chemical & Material Co., Ltd.
• 10.8. Sumitomo Corporation
• 10.9. Cabot Corporation

11. RESEARCH METHODOLOGY