グラファイトの市場規模：タイプ別、用途別、エンドユーザー別、地域別、範囲および予測

グラファイト市場評価、2026年～2032年

グラファイト市場規模は、電気自動車用バッテリーの需要増加と産業用途の拡大が牽引しています。Verified Market Researchのアナリストによると、グラファイト市場は2024年の161億4,000万米ドルを下回り、2032年には242億1,000万米ドルの評価額に達すると予測されています。

市場拡大の主な要因は、電気自動車生産の急成長とエネルギー貯蔵ソリューションに対する需要の高まりです。これにより、市場は2026年から2032年にかけてCAGR 5.20%で成長します。

グラファイト市場定義/概要

グラファイトは、層状構造と優れた導電性を特徴とする炭素の結晶体と定義されます。鉱床から採掘される天然グラファイトと、石油コークスやコールタールピッチから製造される合成グラファイトです。

さらに、グラファイトの用途はさまざまな産業で多様化しています。リチウムイオン電池、鉄鋼、潤滑油、原子炉などに利用されています。優れた熱伝導性・電気伝導性と高い化学的安定性を併せ持つグラファイトは、多くの産業プロセスにとって不可欠な材料となっています。

グラファイト市場の成長を促進する主な要因は？

電気自動車への移行は、グラファイト産業の主要な促進要因です。電気自動車はリチウムイオン電池に大きく依存しており、この電池が最適に機能するには高品質のグラファイトが必要だからです。国際エネルギー機関（IEA）は、電気自動車の世界販売台数が2021年には前年比108％増の660万台に達すると推定しています。このEV普及の急増は、バッテリー陽極の生産に必要なグラファイト市場の急成長を示唆しており、天然グラファイトと合成グラファイトの両方の需要が増加しています。

再生可能エネルギー分野の成長は、グラファイトを使用する高度な電池技術に基づく効率的なエネルギー貯蔵ソリューションの需要を促進しています。米国エネルギー省によると、同国の蓄電容量は劇的に拡大しており、2021年だけで3.5ギガワット以上の蓄電池が設置されます。より多くの再生可能エネルギー・プロジェクトが稼動するにつれ、バッテリー、ひいてはグラファイトの需要は増加し続け、市場の成長を後押しすると思われます。

さらに、産業分野では潤滑油、耐火物、電極など、さまざまな用途でグラファイトを使用するケースが増えており、これが市場拡大を後押ししています。米国地質調査所（USGS）によると、産業界が効率と性能を向上させる材料を求めているため、米国におけるグラファイトの需要は増加すると予想されています。製造工程、特に鉄鋼生産におけるグラファイトの使用量の増加や革新的な技術が、グラファイト製品の需要を押し上げると思われます。

市場におけるグラファイトの採用に関連する主な課題は何か？

市場におけるグラファイトの採用は、主にサプライチェーンの制約に関連するいくつかの主要課題に直面しています。世界のグラファイト供給の大部分は数カ国に集中しているため、サプライチェーンに脆弱性が生じています。これらの地域で地政学的緊張、規制の変更、環境政策が行われると、グラファイトの供給が妨げられます。さらに、グラファイトの抽出と加工には複雑で資源集約的な作業が伴うことが多く、持続可能性と環境への影響に対する懸念につながります。企業は、グラファイトの信頼できる供給を確保しようと努力する中で、こうした地政学的・操業的状況を乗り切るための課題に遭遇します。

もう一つの課題は、天然グラファイトと合成グラファイトの競合です。天然グラファイトの方が豊富で、従来から様々な用途に使用されているが、合成グラファイトは高性能用途、特に電池用途に優れた特性を発揮します。人造グラファイトの生産にはコストとエネルギーがかかるため、環境への影響が懸念されます。産業界が持続可能な慣行へと移行する中、合成グラファイト生産の費用対効果と、環境に配慮した材料への需要の高まりとのバランスをとることが課題となっています。この競合は市場の変動と不確実性を生み、利害関係者が将来の投資計画を立てることを困難にしています。

さらに、電池技術や材料科学における技術の進歩や革新は、グラファイト採用の課題となっています。新素材や代替品の出現に伴い、従来のグラファイト製品に対する需要も変動します。例えば、固体電池や代替負極材の進歩によりグラファイトへの依存度が低下し、市場力学に影響を与えます。このような新興国市場の情勢に対応するためには、メーカーや投資家は常に技術開発動向を把握し、市場動向の変化に対応する必要があります。このような変化に対応するための技術革新や方向転換に失敗した場合、グラファイトの生産と供給に重点的に投資している企業にとっては、機会損失や市場シェアの低下を招くことになります。

目次

第1章 イントロダクション

• 市場の定義
• 市場セグメンテーション
• 調査手法

第2章 エグゼクティブサマリー

• 主な調査結果
• 市場概要
• 市場ハイライト

第3章 市場概要

• 市場規模と成長の可能性
• 市場動向
• 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

第4章 グラファイト市場：用途別

• 電極
• 耐火物
• 電池
• 潤滑油
• その他

第5章 グラファイト市場：タイプ別

• 天然グラファイト
• 合成グラファイト

第6章 グラファイト市場：エンドユーザー産業別

• 自動車
• エレクトロニクス
• 産業用
• エネルギー
• その他

第7章 地域分析

• 北米
• 米国
• カナダ
• メキシコ
• 欧州
• 英国
• ドイツ
• フランス
• イタリア
• アジア太平洋
• 中国
• 日本
• インド
• オーストラリア
• ラテンアメリカ
• ブラジル
• アルゼンチン
• チリ
• 中東・アフリカ
• 南アフリカ
• サウジアラビア
• アラブ首長国連邦

第8章 市場力学

• 市場促進要因
• 市場抑制要因
• 市場機会
• COVID-19の市場への影響

第9章 競合情勢

• 主要企業
• 市場シェア分析

第10章 企業プロファイル

• GrafTech International
• SGL Carbon
• Tokai Carbon
• Showa Denko K.K.
• HEG Limited
• Nippon Graphite Industries
• Asbury Carbons
• Triton Minerals Ltd.
• Mason Graphite Inc.
• Focus Graphite Inc.

第11章 市場の展望と機会

• 新興技術
• 今後の市場動向
• 投資機会

第12章 付録

• 略語リスト
• 出典と参考文献

Graphite Market Valuation - 2026-2032

The graphite market size is driven upward by increasing demand for electric vehicle batteries and expanding industrial applications. According to the analyst from Verified Market Research, the graphite market is estimated to reach a valuation of USD 24.21 Billion By 2032 over the forecast subjugating around USD 16.14 Billion valued in 2024.

The market expansion is fueled primarily by the rapid growth in electric vehicle production and the rising demand for energy storage solutions. It enables the market to grow at a CAGR of 5.20% from 2026 to 2032.

Graphite Market: Definition/ Overview

Graphite is defined as a crystalline form of carbon characterized by its layered structure and excellent electrical conductivity. Two primary forms are produced: natural graphite, which is mined from deposits, and synthetic graphite, which is manufactured from petroleum coke or coal tar pitch.

Furthermore, graphite's applications are diversified across various industries. The material is utilized in lithium-ion batteries, steel production, lubricants, and nuclear reactors. Superior thermal and electrical conductivity are combined with high chemical stability, making it an essential material for numerous industrial processes.

What are the Key Drivers Propelling the Growth of the Graphite Market?

The move to electric vehicles is a major driver of the graphite industry since these vehicles rely significantly on lithium-ion batteries, which require high-quality graphite to work optimally. The International Energy Agency (IEA) estimated that global electric vehicle sales will reach 6.6 million in 2021, up 108% from the previous year. This spike in EV adoption signals a burgeoning market for graphite, which is required to produce battery anodes, increasing demand for both natural and synthetic graphite.

The growing renewable energy sector is driving the demand for efficient energy storage solutions based on sophisticated battery technologies that use graphite. According to the United States Department of Energy, the country's energy storage capacity has expanded dramatically, with over 3.5 gigawatts of battery storage installed in 2021 alone. As more renewable energy projects come online, demand for batteries-and hence graphite-will continue to rise, boosting market growth.

Furthermore, the industrial sector is increasingly using graphite in a variety of applications, including lubricants, refractories, and electrodes, which is helping to drive market expansion. According to the US Geological Survey (USGS), demand for graphite in the United States is expected to increase as the industry seeks materials that improve efficiency and performance. The growing usage of graphite in manufacturing processes, particularly steel production, and innovative technologies, is likely to boost demand for graphite goods.

What are the Key Challenges Associated with the Adoption of Graphite in the Market?

The adoption of graphite in the market faces several key challenges, primarily related to supply chain constraints. A significant portion of the world's graphite supply is concentrated in a few countries, which creates vulnerabilities in the supply chain. Any geopolitical tensions, regulatory changes, or environmental policies in these regions disrupt the availability of graphite. Additionally, the extraction and processing of graphite often involve complex and resource-intensive operations, leading to concerns about sustainability and environmental impact. As companies strive to secure a reliable supply of graphite, they encounter challenges in navigating these geopolitical and operational landscapes.

Another challenge is the competition between natural and synthetic graphite. While natural graphite is more abundant and traditionally used in various applications, synthetic graphite offers superior properties for high-performance applications, particularly in batteries. The production of synthetic graphite is costly and energy-intensive, raising concerns about its environmental footprint. As industries transition toward sustainable practices, the challenge lies in balancing the cost-effectiveness of synthetic graphite production with the growing demand for environmentally responsible materials. This competition creates market volatility and uncertainty, making it difficult for stakeholders to plan for future investments.

Furthermore, technological advancements and innovations in battery technology and material science pose challenges for graphite adoption. As new materials and alternatives emerge, the demand for traditional graphite products fluctuates. For example, advancements in solid-state batteries or alternative anode materials reduce the reliance on graphite, impacting market dynamics. This evolving landscape requires manufacturers and investors to stay abreast of technological developments and adapt to shifting market trends. Failure to innovate or pivot in response to these changes results in lost opportunities and reduced market share for companies heavily invested in graphite production and supply.

Category-Wise Acumens

What are the Drivers that Contribute to the Demand for Synthetic Graphite?

The synthetic graphite segment is projected to dominate the market during the forecast period. The demand for synthetic graphite is significantly driven by its critical role in the production of lithium-ion batteries, particularly for electric vehicles (EVs) and renewable energy storage systems. As the global push towards sustainable energy and transportation increases, the need for high-performance battery materials has become paramount. Synthetic graphite offers superior electrical conductivity, stability, and capacity retention, making it a preferred choice for manufacturers looking to enhance battery performance. This growing demand for EVs, coupled with government incentives and consumer interest in sustainable options, has led to a surge in the requirement for reliable and efficient battery components, thereby driving the synthetic graphite market.

Another key driver is the expansion of the electronics sector, where synthetic graphite is utilized in various applications such as electrodes for smartphones, laptops, and other electronic devices. The trend towards miniaturization and increased functionality in consumer electronics has led to a greater need for high-quality materials that withstand intense energy demands while maintaining efficiency. Synthetic graphite's ability to provide consistent quality and performance under various operating conditions makes it essential in the production of these devices. As technological advancements continue to evolve, the reliance on synthetic graphite in electronics is expected to grow, further propelling its market demand.

Furthermore, the increasing focus on reducing environmental impacts associated with traditional mining processes has also contributed to the demand for synthetic graphite. Unlike natural graphite, synthetic graphite is produced in a controlled environment with minimal ecological disruption, addressing concerns related to sustainability. As industries and consumers alike prioritize environmentally friendly practices, the shift towards synthetic options becomes more appealing. Manufacturers are increasingly seeking to align their operations with green initiatives, further elevating the role of synthetic graphite in a sustainable future, thus enhancing its demand across various sectors.

What are the Potential Factors for the Growth of Battery Applications?

The battery application segment is estimated to exhibit the highest growth rate. The escalating demand for electric vehicles (EVs) is a significant catalyst. As governments worldwide implement stringent emissions regulations and offer incentives for EV adoption, manufacturers are compelled to enhance battery technologies to improve energy density, charging speed, and overall performance. The automotive industry's shift toward electrification is creating a burgeoning market for advanced battery solutions, leading to increased research and development efforts aimed at optimizing battery chemistry and manufacturing processes.

The expansion of renewable energy sources, such as solar and wind, is fueling the need for efficient energy storage systems. As more renewable energy projects are developed, the integration of batteries becomes essential to manage the intermittent nature of these energy sources. Batteries enable the storage of excess energy generated during peak production times, ensuring a steady supply during periods of low generation. This trend is driving investments in large-scale battery storage systems, further enhancing their applications in grid management, residential energy storage, and commercial energy solutions.

Furthermore, the increasing reliance on portable electronic devices, such as smartphones, laptops, and wearable technology, continues to spur demand for advanced battery applications. As consumer expectations for longer battery life and faster charging times rise, manufacturers are focusing on developing high-capacity batteries that meet these demands. Innovations in battery technologies, such as solid-state batteries and lithium-sulfur batteries, promise improved performance and safety, appealing to both consumers and manufacturers. As the global market for portable electronics expands, the growth potential for battery applications in this sector remains significant.

Country/Region-wise Acumens

What are the Key Factors that Contribute to Asia Pacific's Edge in the Market?

According to VMR Analyst, The Asia Pacific region is estimated to dominate the graphite market during the forecast period. The Asia-Pacific region is witnessing a significant increase in electric vehicle adoption, which is driving the demand for high-quality battery materials, including synthetic graphite. According to the International Energy Agency (IEA), electric car sales in the Asia-Pacific region reached over 3 million units in 2021, representing a growth of 70% compared to 2020. This surge in EV sales is expected to further boost the need for graphite in battery production, positioning the region as a dominant player in the global graphite market.

The push for renewable energy in the Asia-Pacific region is creating a substantial demand for energy storage solutions, which rely heavily on advanced battery technologies that utilize graphite. The Asia-Pacific Renewable Energy Market Report by the Asian Development Bank (ADB) states that renewable energy capacity in the region is projected to increase by 50% by 2025, with significant investments directed toward solar and wind projects. This growth necessitates effective energy storage systems, further driving the demand for graphite used in battery applications.

Furthermore, the industrial sector in the Asia-Pacific region, including sectors such as steel manufacturing, lubricants, and refractory materials, is witnessing growth, leading to a heightened demand for natural and synthetic graphite. The World Steel Association reports that Asia accounted for over 70% of global crude steel production in 2022. As steel production processes increasingly utilize graphite as a key material for lubricants and electrodes, the growing industrial activities in the region will significantly contribute to the overall demand for graphite products.

How Do Government Initiatives Shape the Market Landscape in North America?

The North American region is estimated to exhibit the highest growth within the graphite market during the forecast period. North America is experiencing a rapid increase in electric vehicle (EV) manufacturing, significantly boosting the demand for battery materials, including graphite. The U.S. Department of Energy reports that the number of electric vehicles on U.S. roads surpassed 2 million in 2021, with projections indicating that this number reach 18 million by 2032. This transition to EVs necessitates high-performance batteries, which rely heavily on graphite, driving the demand within the region.

The North American energy storage market is expanding, fueled by the increasing integration of renewable energy sources and the need for reliable backup power solutions. According to the U.S. Energy Information Administration (EIA), the installed capacity of utility-scale battery storage in the U.S. reached over 3.5 gigawatts in 2021 and is expected to grow significantly as more renewable energy projects come online. This growth in energy storage applications is creating a substantial demand for graphite used in advanced battery technologies.

Furthermore, there is an increasing emphasis on sustainable mining and materials sourcing in North America, particularly considering environmental regulations and consumer demand for responsibly sourced materials. The U.S. Geological Survey (USGS) highlights that North America is working towards reducing its reliance on imported graphite by promoting domestic production and processing. This shift towards sustainable and local graphite sourcing is expected to enhance market growth as industries prioritize eco-friendly materials, further boosting demand in the region.

Competitive Landscape

The graphite market's competitive landscape is shaped by established players and new entrants. Market share is contested through technological innovation and supply chain optimization.

Some of the prominent players operating in the graphite market include:

Syrah Resources Limited

SGL Carbon SE

GrafTech International Ltd.

Graphite India Limited

Tokai Carbon Co., Ltd.

HEG Limited

Showa Denko K.K.

Nacional de Grafite

Triton Minerals Ltd.

Focus Graphite Inc.

Latest Developments

In October 2024, Syrah Resources announced the completion of its expansion project at the Balama Graphite Mine in Mozambique, significantly increasing its production capacity. This development is expected to strengthen the company's position in the global graphite supply chain, particularly for battery-grade materials.

In September 2024, Northern Graphite Corporation acquired the assets of a Canadian graphite producer, aiming to enhance its production capabilities and expand its market presence. This acquisition is anticipated to facilitate Northern Graphite's efforts to meet the rising demand for graphite in electric vehicle batteries and other applications.

Graphite Market, By Category

• Type:
• Natural Graphite
• Synthetic Graphite
• Application:
• Electrodes
• Refractories
• Batteries
• Lubricants
• Others
• End-user:
• Steel
• Automotive
• Electronics
• Energy Storage
• Industrial
• Others
• Region:
• North America
• Europe
• Asia-Pacific
• Latin America
• Middle East & Africa

TABLE OF CONTENTS

1. Introduction

• Market Definition
• Market Segmentation
• Research Methodology

2. Executive Summary

• Key Findings
• Market Overview
• Market Highlights

3. Market Overview

• Market Size and Growth Potential
• Market Trends
• Market Drivers
• Market Restraints
• Market Opportunities
• Porter's Five Forces Analysis

4. Graphite Market, By Application

• Electrodes
• Refractories
• Batteries
• Lubricants
• Others

5. Graphite Market, By Type:

• Natural Graphite
• Synthetic Graphite

6. Graphite Market, By End-user Industry

• Automotive
• Electronics
• Industrial
• Energy
• Others

7. Regional Analysis

• North America
• United States
• Canada
• Mexico
• Europe
• United Kingdom
• Germany
• France
• Italy
• Asia-Pacific
• China
• Japan
• India
• Australia
• Latin America
• Brazil
• Argentina
• Chile
• Middle East and Africa
• South Africa
• Saudi Arabia
• UAE

8. Market Dynamics

• Market Drivers
• Market Restraints
• Market Opportunities
• Impact of COVID-19 on the Market

9. Competitive Landscape

• Key Players
• Market Share Analysis

10. Company Profiles

• GrafTech International
• SGL Carbon
• Tokai Carbon
• Showa Denko K.K.
• HEG Limited
• Nippon Graphite Industries
• Asbury Carbons
• Triton Minerals Ltd.
• Mason Graphite Inc.
• Focus Graphite Inc.

11. Market Outlook and Opportunities

• Emerging Technologies
• Future Market Trends
• Investment Opportunities

12. Appendix

• List of Abbreviations
• Sources and References