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天然・人造黒鉛:世界の産業・市場と将来展望

Natural & Synthetic Graphite: Global Industry, Markets & Outlook 2018 - 11th Edition

発行 Roskill Information Services 商品コード 243527
出版日 ページ情報 英文
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1GBP=145.96円で換算しております。
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天然・人造黒鉛:世界の産業・市場と将来展望 Natural & Synthetic Graphite: Global Industry, Markets & Outlook 2018 - 11th Edition
出版日: 2018年07月01日 ページ情報: 英文
概要

当レポートでは、世界における天然および人造黒鉛市場の製造、消費、貿易および価格動向を調査しており、主要黒鉛メーカーのプロファイルなどとともにお届けします。

第1章 エグゼクティブサマリー

第2章 主な産業動向

第3章 世界における天然・人造黒鉛の製造および消費

第4章 国別の天然・人造黒鉛の製造および貿易動向

第5章 主要黒鉛生産業者のプロファイル

第6章 天然・人造黒鉛の用途

第7章 天然・人造黒鉛の需要と供給の予測

第8章 天然・人造黒鉛の過去および今後の価格動向

目次

Graphite demand is about to enter a period of rapid growth and price escalation. Consumption had previously been led by steel market applications and Chinese industrialisation but had slowed as Chinese steel output growth slowed during the period 2010 to 2017. However, rapid growth in demand for natural flake graphite and synthetic graphite in the lithium-ion battery industry is now forecast to underpin total graphite demand growth of 5-7%py between 2017 and 2027. By 2027, consumption of graphite in battery applications could be 5 to 10 times higher than the current level, dependent on the uptake of lithium-ion battery-based electric vehicles (EVs) and other lithium-ion battery applications.

Graphite has been identified as a strategic critical raw material worldwide for the batteries industry as excitement builds over potential growth from lithium-ion batteries. Anodes for these batteries contain far more graphite than they do lithium. Roskill forecasts electric and hybrid vehicles could account for 69% of all motor vehicle sales by 2027. With battery demand from these electric vehicles as well as an unprecedented surge in stationary storage, the future for battery graphite is exciting.

Meanwhile, the steel industry, which is the historic driver of graphite production and prices, has been through a number of dramatic changes since 2017, driven by environmental protection in China. Steelmaking drives the major markets for synthetic graphite in electrodes and the market for natural graphite in refractories. Consumers of Chinese graphite electrodes reported ten-fold price rises through late 2017 with producers updating prices weekly. Spot prices have been quoted as high as US$35,000/t, although most material is typically sold on a contract basis.

The synthetic graphite electrode industry was, traditionally, mature and slow growing. Prior to the H1 2017 price hike, electrode prices averaged less than US$1,900/t through 2015, 2016 and the first five months of 2017. Low prices during this period were a result of Chinese overcapacity and oversupply, exacerbated by rising synthetic graphite electrode output in China and India, combined with lower than expected growth in Asian electric arc furnace (EAF) steel production.

During the second half of 2017, all three of these trends were reversed by the Chinese government's environmental inspections. An unexpected factor that also affected the balance of the synthetic graphite market supply/demand situation in 2017 was that some raw material needle coke started to be used directly in the anodes of lithium-ion batteries in direct competition with natural and synthetic graphite and thwarting efforts to increase synthetic graphite production at a time when electric arc furnace steel production in China required more synthetic graphite electrodes than ever before.

Roskill is the only consulting company in the world that has up to date information and price forecasts available for petroleum needle coke, synthetic graphite, natural graphite, synthetic graphite end-uses, lithium-ion batteries, refractories, electrodes and steel under one roof. The interactions between these industries are complex and our knowledge of trends in the steel and batteries demand informs our insight on the graphite supply/demand balance.

Roskill experts will answer your questions...

  • How will the growth of lithium-ion batteries affect the graphite industry?
  • Will there be enough graphite to meet demand and where will it come from?
  • Which new natural and synthetic graphite projects could come on-stream by 2027?
  • How will competition between natural and synthetic change over the next decade?
  • To what extent are graphite prices forecast to increase?

Subscribe now and receive:

  • Detailed report with forecasts up to 2027
  • Access to the report online through Roskill Interactive for up to 5 users
  • Regular quarterly updates
  • Access to the analysts for discussion around report content
  • Hard copy of the report on request

Table of Contents

  • 1. Executive summary
  • 2. Key industry trends 2017-2027
  • 3. World production & consumption of natural and synthetic graphite
  • 4. Production and trade of natural and synthetic graphite by country
  • 5. Profiles of major graphite producers
  • 6. Applications and uses of natural and synthetic graphite
  • 7. Forecast supply and demand for natural and synthetic graphite to 2027
  • 8. Historical and forecast prices of natural and synthetic graphite to 2027
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