EVバッテリー用正極活物質市場

EV市場は拡大基調にあり、一部の地域では小型車（LDV）市場の過半数のシェアに近づいています（特に中国）。中型・大型車（MHDV）市場も脱炭素化への取り組みを拡大しており、バッテリーEV（BEV）は多くの市場セグメントでゼロ・エミッション車の大きなシェアを占めることになるとみられています。COVID-19の大流行は、世界サプライチェーンの脆弱性を示しましたが、2024年から2033年にかけて、EVインフラが整備され、脱炭素化のインセンティブが複数の市場で定着するにつれて、自動車市場では電気自動車の選択肢が継続的に増加するとみられています。特に、供給を中国とアジア太平洋に大きく依存している世界のバッテリー市場において、主要なインプットを調査することは非常に重要です。

内燃機関自動車からEVへの移行は、多くのオブザーバーにとって急速に進んだように見えます。EV市場は10年以上前から成熟し、多様化してきましたが、生産規模の拡大は急速に進みました。その結果、市場の関心はEVに必要な投入材料、特に、電力を放電するために負極に電子を送る電池の正極部分に使用される正極活物質に集中しました。リチウム、ニッケル、コバルトを含むこれらの材料は、EVバッテリー市場の拡大に伴い市場が過熱しているため、監視の目が厳しくなっています。

当レポートでは、EVバッテリー用正極活物質市場について調査し、市場の課題、促進要因と抑制要因、EV市場に到来する進化、業界のバリューチェーンなどの分析を提供しています。2024年から2033年までの需要市場予測を世界の地域別、鉱物の種類別に掲載しています。

目次

第1章 エグゼクティブサマリー

第2章 市場の問題

• 促進要因
• 抑制要因
• 価格
• その他のビジネス上の問題
  • バッテリーリサイクル
  • 代替バッテリー化学

第3章 産業バリューチェーン

• 競合情勢
  • 合併および買収活動
  • ビジネスモデルの進化

第4章 市場予測

• イントロダクション
• 調査手法
• 市場予測
  • LDV販売
  • MHDVマーケット
  • バッテリー市場シェア
  • 重要なバッテリー材料の需要

第5章 結論・提言

• 3つの大きなポイント
• 推奨事項
  • バッテリーメーカー
  • 政府の政策立案者
  • バッテリーリサイクル業者
  • 鉱物採掘者

第6章 頭字語と略語一覧

第7章 目次

第8章 図表

第9章 調査範囲

第10章 情報源、調査手法、注釈

List of Tables

• LDV Sales Revenue by Region, World Markets: 2024-2033
• LD BEV Sales by Region, World Markets: 2024-2033
• LD PHEV Sales by Region, World Markets: 2024-2033
• MHDV Sales by Region, World Markets: 2024-2033
• MHDV BEV Sales by Region, World Markets: 2024-2033
• LD BEV Market Share by Battery Technology, World Markets: 2024-2033
• MHD BEV Market Share by Battery Technology, World Markets: 2024-2033
• LDV BEV Battery Size Forecast by Region, World Markets: 2024-2033
• LD PHEV Battery Sizes by Technology, World Markets: 2024-2033
• MHD BEV Battery Size Forecast by Region, World Markets: 2024-2033
• Global Demand for Lithium by Region, World Markets: 2024-2033
• Global Demand for Nickel by Region, World Markets: 2024-2033
• Global Demand for Manganese by Region, World Markets: 2024-2033
• Global Demand for Cobalt by Region, World Markets: 2024-2033
• Global Demand for Iron by Region, World Markets: 2024-2033
• Global Demand for Phosphate by Region, World Markets: 2024-2033
• Estimated Demand for Critical EV Battery Materials, World Markets: 2024-2033

List of Figures

• Estimated Demand for Critical EV Battery Materials, World Markets: 2024-2033
• LDV Sales Revenue by Region, World Markets: 2024-2033
• LD BEV Sales by Region, World Markets: 2024-2033
• LD PHEV Sales by Region, World Markets: 2024-2033
• MHDV Sales by Region, World Markets: 2024-2033
• MHDV BEV Sales by Region, World Markets: 2024-2033
• LD BEV Market Share by Battery Technology, World Markets: 2024-2033
• MHD BEV Market Share by Battery Technology, World Markets: 2024-2033
• Global Demand for Lithium by Region, World Markets: 2024-2033
• Global Demand for Nickel by Region, World Markets: 2024-2033
• Global Demand for Manganese by Region, World Markets: 2024-2033
• Global Demand for Cobalt by Region, World Markets: 2024-2033
• Global Demand for Iron by Region, World Markets: 2024-2033
• Global Demand for Phosphate by Region, World Markets: 2024-2033

Pictorial Representation of the CAM Industry Value Chain

The EV market is on an upward trajectory and in some regions, approaching a majority share of the light duty vehicle (LDV) market-most notably in China. The medium and heavy duty vehicle (MHDV) market is also expanding its decarbonization efforts, and battery EVs (BEVs) will likely represent a significant share of zero emissions vehicles in many market segments. Although the COVID-19 pandemic showed the fragility of global supply chains, between 2024 and 2033 the vehicle market should see a continuing increase of electric options as EV infrastructure is built out and decarbonization incentives take hold in multiple markets. Investigating key inputs is invaluable, especially in the global battery market, which relies heavily on China and Asia Pacific for its supply.

The transition from internal combustion engine vehicles to EVs likely seems to have occurred quickly for many observers. Although EV markets have been maturing and diversifying for more than a decade, the increased scale of their production has occurred quickly. As a result, market interest has focused on the input materials needed for EVs-especially the cathode active materials used in the cathode part of the battery that sends electrons to the anode to discharge power. These materials, which include lithium, nickel, and cobalt, have faced increased scrutiny as their markets have heated up with the expansion of the EV battery market.

This Guidehouse Insights report analyzes the global markets for EVs, EV batteries, and the component materials for their cathodes. It provides an analysis of market issues, drivers, barriers, evolutions coming to the EV market, and an industry value chain. Market forecasts for demand, segmented by global region and mineral type, are provided for the period 2024-2033.

Table of Contents

1. Executive Summary

• 1.1 Market Overview
• 1.2 Market Forecasts

2. Market Issues

• 2.1 Drivers
  • 2.1.1 EV Demand
  • 2.1.2 New Mineral Sources
  • 2.1.3 Free Trade Agreements
• 2.2 Barriers
  • 2.2.1 Local Manufacturing Rules
  • 2.2.2 Emerging Battery Chemistries
  • 2.2.3 Trade Wars
• 2.3 Pricing
• 2.4 Other Business Issues
  • 2.4.1 Battery Recycling
  • 2.4.2 Alternative Battery Chemistries

3. Industry Value Chain

• 3.1 Competitive Landscape
  • 3.1.1 Merger & Acquisition Activities
  • 3.1.2 Business Model Evolution

4. Market Forecasts

• 4.1 Introduction
• 4.2 Methodology
• 4.3 Market Forecasts
  • 4.3.1 LDV Sales
  • 4.3.2 MHDV Market
  • 4.3.3 Battery Market Share
  • 4.3.4 Critical Battery Materials Demand

5. Conclusions and Recommendations

• 5.1 Three Big Takeaways
• 5.2 Recommendations
  • 5.2.1 Battery Manufacturers
  • 5.2.2 Government Policymakers
  • 5.2.3 Battery Recyclers
  • 5.2.4 Mineral Miners

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study

10. Sources, Methodology and Notes