1 エグゼクティブ・サマリー
2 序文
2.1 概要
2.2 ステークホルダー
2.3 調査範囲
2.4 調査方法
2.4.1 データマイニング
2.4.2 データ分析
2.4.3 データの検証
2.4.4 リサーチアプローチ
2.5 リサーチソース
2.5.1 一次調査ソース
2.5.2 セカンダリーリサーチソース
2.5.3 前提条件
3 市場動向分析
3.1 はじめに
3.2 推進要因
3.3 抑制要因
3.4 機会
3.5 脅威
3.6 アプリケーション分析
3.7 新興市場
3.8 Covid-19の影響
4 ポーターズファイブフォース分析
4.1 供給者の交渉力
4.2 買い手の交渉力
4.3 代替品の脅威
4.4 新規参入の脅威
4.5 競争上のライバル関係
5 電池用アルミ箔の世界市場:タイプ別
5.1 はじめに
5.2 片面コーティング
5.3 両面コート
6 電池用アルミ箔の世界市場:用途別
6.1 はじめに
6.2 航空宇宙・防衛
6.3 自動車
6.4 その他の用途
7 電池用アルミ箔の世界市場:地域別
7.1 はじめに
7.2 北米
7.2.1 アメリカ
7.2.2 カナダ
7.2.3 メキシコ
7.3 ヨーロッパ
7.3.1 ドイツ
7.3.2 イギリス
7.3.3 イタリア
7.3.4 フランス
7.3.5 スペイン
7.3.6 その他のヨーロッパ
7.4 アジア太平洋
7.4.1 日本
7.4.2 中国
7.4.3 インド
7.4.4 オーストラリア
7.4.5 ニュージーランド
7.4.6 韓国
7.4.7 その他のアジア太平洋地域
7.5 南米
7.5.1 アルゼンチン
7.5.2 ブラジル
7.5.3 チリ
7.5.4 その他の南米地域
7.6 中東・アフリカ
7.6.1 サウジアラビア
7.6.2 アラブ首長国連邦
7.6.3 カタール
7.6.4 南アフリカ
7.6.5 その他の中東・アフリカ地域
8 主要開発
8.1 契約、パートナーシップ、コラボレーション、合弁事業
8.2 買収と合併
8.3 新製品の発売
8.4 拡張
8.5 その他の主要戦略
9 企業プロフィール
Alcoa Corporation
Baotou Aluminium Co., Ltd
BYD Company Limited
Contemporary Amperex Technology Co. Limited
Eurasian Resources Group
Hitachi Chemical Co., Ltd
Mitsubishi Aluminum Co., Ltd
Novelis Inc and UACJ Foil Corporation.
表一覧
表1 電池用アルミ箔の世界市場展望、地域別(2022-2030年) ($MN)
表2 電池用アルミ箔の世界市場展望、タイプ別 (2022-2030) ($MN)
表3 電池用アルミ箔の世界市場展望:片面コーティング別 (2022-2030) ($MN)
表4 電池用アルミ箔の世界市場展望:両面コーティング別 (2022-2030) ($MN)
表5 電池用アルミ箔の世界市場展望、用途別 (2022-2030) ($MN)
表6 電池用アルミ箔の世界市場展望:航空宇宙・防衛別 (2022-2030) ($MN)
表7 電池用アルミ箔の世界市場展望:自動車別 (2022-2030) ($MN)
表8 電池用アルミ箔の世界市場展望、その他の用途別 (2022-2030) ($MN)
表9 北米の電池用アルミ箔の市場展望、国別 (2022-2030) ($MN)
表10 北米の電池用アルミ箔の市場展望、タイプ別 (2022-2030) ($MN)
表11 北米の電池用アルミ箔の市場展望:片面コーティング別 (2022-2030) ($MN)
表12 北米の電池用アルミ箔の市場展望、両面コーティング別 (2022-2030) ($MN)
表13 北米の電池用アルミ箔の市場展望、用途別 (2022-2030) ($MN)
表14 北米の電池用アルミ箔の市場展望、航空宇宙・防衛別 (2022-2030) ($MN)
表15 北米の電池用アルミ箔の市場展望:自動車別 (2022-2030) ($MN)
表16 北米の電池用アルミ箔の市場展望、その他の用途別 (2022-2030) ($MN)
表17 ヨーロッパ電池用アルミ箔の市場展望:国別 (2022-2030) ($MN)
表18 ヨーロッパの電池用アルミ箔の市場展望:タイプ別 (2022-2030) ($MN)
表19 ヨーロッパの電池用アルミ箔の市場展望:片面コーティング別 (2022-2030) ($MN)
表20 ヨーロッパの電池用アルミ箔の市場展望、両面コーティング別 (2022-2030) ($MN)
表21 ヨーロッパの電池用アルミ箔の市場展望、用途別 (2022-2030) ($MN)
表22 ヨーロッパの電池用アルミ箔の市場展望:航空宇宙・防衛 (2022-2030)別 ($MN)
表23 ヨーロッパ電池用アルミ箔の市場展望:自動車別 (2022-2030) ($MN)
表24 ヨーロッパの電池用アルミ箔の市場展望、その他の用途別 (2022-2030) ($MN)
表25 アジア太平洋地域の電池用アルミ箔の市場展望、国別 (2022-2030) ($MN)
表26 アジア太平洋地域の電池用アルミ箔の市場展望:タイプ別 (2022-2030) ($MN)
表27 アジア太平洋地域の電池用アルミ箔の市場展望:片面コーティング別 (2022-2030) ($MN)
表28 アジア太平洋地域の電池用アルミ箔の市場展望、両面コーティング別 (2022-2030) ($MN)
表29 アジア太平洋地域の電池用アルミ箔の市場展望、用途別 (2022-2030) ($MN)
表30 アジア太平洋地域の電池用アルミ箔の市場展望、航空宇宙・防衛別 (2022-2030) ($MN)
表31 アジア太平洋地域の電池用アルミ箔の市場展望、自動車別 (2022-2030) ($MN)
表32 アジア太平洋地域の電池用アルミ箔の市場展望、その他の用途別 (2022-2030) ($MN)
表33 南米の電池用アルミ箔の市場展望:国別 (2022-2030) ($MN)
表34 南米の電池用アルミ箔の市場展望:タイプ別 (2022-2030) ($MN)
表35 南米の電池用アルミ箔の市場展望:片面コーティング別 (2022-2030) ($MN)
表36 南米の電池用アルミ箔の市場展望:両面コーティング別 (2022-2030) ($MN)
表37 南米の電池用アルミ箔の市場展望、用途別 (2022-2030) ($MN)
表38 南米の電池用アルミ箔の市場展望:航空宇宙・防衛 (2022-2030)別 ($MN)
表39 南米の電池用アルミ箔の市場展望:自動車別 (2022-2030) ($MN)
表40 南米の電池用アルミ箔の市場展望:その他の用途別 (2022-2030) ($MN)
表41 中東・アフリカ電池用アルミ箔の市場展望:国別 (2022-2030) ($MN)
表42 中東・アフリカ電池用アルミ箔の市場展望:タイプ別 (2022-2030) ($MN)
表43 中東・アフリカ電池用アルミ箔の市場展望:片面コーティング (2022-2030年)別 ($MN)
表44 中東・アフリカ電池用アルミ箔の市場展望:両面コーティング別 (2022-2030) ($MN)
表45 中東・アフリカ電池用アルミ箔の市場展望:用途別 (2022-2030) ($MN)
表46 中東・アフリカ電池用アルミ箔の市場展望:航空宇宙・防衛 (2022-2030年) ($MN)
表47 中東・アフリカ電池用アルミ箔の市場展望:自動車別 (2022-2030) ($MN)
表48 中東・アフリカ電池用アルミ箔の市場展望:その他の用途 (2022-2030年) ($MN)
Market Dynamics:
Driver:
Rising electric vehicle (EV) adoption
The rapid rise in electric vehicle (EV) adoption is significantly boosting the demand for battery-grade aluminum foil, a crucial component in lithium-ion batteries. Aluminum foil is used as a current collector in battery cells, and its performance directly impacts the efficiency and longevity of EV batteries. As more consumers and manufacturers commit to electric vehicles, the need for high-quality, thin aluminum foil that can handle the high current densities and thermal conditions of EV batteries grows. This demand is driving advancements in aluminum foil technology, leading to the development of lighter, more conductive, and more durable materials.
Restraint:
Geopolitical issues
Key raw materials for aluminum production, like bauxite and alumina, are concentrated in a few countries, making global supply chains vulnerable to political instability and trade restrictions. Tensions between major aluminum-producing nations and consumer countries can lead to tariffs, export bans, or sanctions, which disrupt the availability of these critical materials. Geopolitical conflicts can impede transportation routes and logistics, further straining supply chains. Such instability not only affects the cost of raw materials but also impacts the consistency and quality of battery-grade aluminum foil, which is crucial for high-performance batteries in electric vehicles and other technologies.
Opportunity:
Increased Production of Lithium-Ion Batteries
Aluminum foil serves as the current collector in the battery's anode and cathode, essential for efficient energy storage and performance. As the adoption of lithium-ion batteries accelerates, driven by their use in electric vehicles, consumer electronics, and renewable energy storage, the need for high-quality aluminum foil has risen. This foil must meet stringent standards for purity and thickness to ensure optimal conductivity and battery efficiency. Consequently, manufacturers are investing in advanced production technologies and quality control measures to produce aluminum foil that meets these demanding requirements.
Threat:
Economic downturns or recessions
Economic downturns or recessions can significantly impact the battery-grade aluminum foil industry due to reduced consumer spending and lower industrial demand. As economic conditions worsen, both individual consumers and businesses tighten their budgets, leading to decreased investments in technology and infrastructure, which are critical for battery production. Economic instability often leads to fluctuating raw material prices and supply chain disruptions, further straining manufacturers. In such environments, companies may face reduced revenue and increased operational costs, leading to scaled-back production or even temporary shutdowns.
Covid-19 Impact
The COVID-19 pandemic significantly impacted the battery-grade aluminum foil industry, primarily due to disruptions in global supply chains and shifts in demand. As manufacturing facilities around the world faced shutdowns or reduced operations to curb virus spread, the production of aluminum foil, essential for high-performance batteries used in electric vehicles and energy storage, was adversely affected. Logistical challenges and transportation restrictions further exacerbated the situation, leading to delays and increased costs for raw materials and finished products. The pandemic also prompted changes in consumer behavior and industrial priorities, influencing demand patterns for various technologies and their components.
The Double-Side Coated segment is expected to be the largest during the forecast period
Double-Side Coated segment is expected to be the largest during the forecast period. This dual-sided coating process enhances the foil’s performance in various ways, notably by improving its corrosion resistance and electrical conductivity. The coatings, typically composed of specialized materials, provide a protective layer that prevents degradation from exposure to the electrolyte solutions used in batteries. This results in longer-lasting and more reliable battery components. Additionally, the uniform coating on both sides ensures consistent performance across the foil, reducing variability and improving overall battery efficiency.
The Aerospace & Defense segment is expected to have the highest CAGR during the forecast period
Aerospace & Defense segment is expected to have the highest CAGR during the forecast period due to the growing demands for high-performance, lightweight materials in cutting-edge technologies. This specialized foil, essential for manufacturing high-capacity batteries, particularly lithium-ion types, is being enhanced to offer superior conductivity, durability, and efficiency. Innovations in the Aerospace & Defense segment focus on refining the foil’s purity and thickness, which are critical for optimizing battery performance and lifespan. Improvements in the foil’s mechanical properties also aim to address the stringent requirements of aerospace and defense applications, where reliability and resilience are paramount.
Region with largest share:
North America region commanded the largest share of the market over the extrapolated period. As cities expand and modernize, the demand for advanced technologies and sustainable energy solutions grows, driving the need for high-quality aluminum foils used in batteries, particularly for electric vehicles (EVs) and renewable energy storage. Infrastructure developments, such as new transportation networks and smart grids, further boost this demand by integrating cutting-edge energy storage systems. Additionally, the push towards greener initiatives and reduced carbon footprints aligns with the growing application of aluminum foil in high-performance batteries due to its superior conductivity and lightweight properties.
Region with highest CAGR:
Europe region is poised to register profitable growth during the forecast period. European governments are implementing a range of supportive measures, including substantial subsidies, tax incentives, and research grants, to encourage the development of advanced aluminum foil technologies. These policies aim to enhance the region's competitiveness in the global battery supply chain, reduce reliance on imports, and support the transition to greener technologies. By investing in local manufacturing capabilities and promoting sustainable practices, Europe is positioning itself as a leader in the high-performance materials market. This proactive approach not only strengthens the region’s industrial base but also aligns with broader environmental goals, fostering a more resilient and eco-friendly economy.
Key players in the market
Some of the key players in Battery Grade Aluminum Foil market include Alcoa Corporation, Baotou Aluminium Co., Ltd, BYD Company Limited, Contemporary Amperex Technology Co. Limited, Eurasian Resources Group, Hitachi Chemical Co., Ltd, Mitsubishi Aluminum Co., Ltd, Novelis Inc and UACJ Foil Corporation.
Key Developments:
In June 2024, Alcoa Corporation announced further progress on ELYSIS technology, with Rio Tinto planning to launch the first industrial-scale demonstration of the breakthrough technology. This technology eliminates all greenhouse gas (GHG) emissions from the traditional smelting process and produces oxygen as a byproduct.
In February 2024, Alcoa Corporation announced that it has entered into an agreement with Alumina Limited on terms and process for the acquisition of Alumina Limited, subject to entry into a scheme implementation agreement.
Types Covered:
• Single-Side Coated
• Double-Side Coated
Applications Covered:
• Aerospace & Defense
• Automotive
• Other Applications
Regions Covered:
• North America
US
Canada
Mexico
• Europe
Germany
UK
Italy
France
Spain
Rest of Europe
• Asia Pacific
Japan
China
India
Australia
New Zealand
South Korea
Rest of Asia Pacific
• South America
Argentina
Brazil
Chile
Rest of South America
• Middle East & Africa
Saudi Arabia
UAE
Qatar
South Africa
Rest of Middle East & Africa
What our report offers:
Market share assessments for the regional and country-level segments
Strategic recommendations for the new entrants
Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
Strategic recommendations in key business segments based on the market estimations
Competitive landscaping mapping the key common trends
Company profiling with detailed strategies, financials, and recent developments
Supply chain trends mapping the latest technological advancements
1 Executive Summary
2 Preface
2.1 Abstract
2.2 Stake Holders
2.3 Research Scope
2.4 Research Methodology
2.4.1 Data Mining
2.4.2 Data Analysis
2.4.3 Data Validation
2.4.4 Research Approach
2.5 Research Sources
2.5.1 Primary Research Sources
2.5.2 Secondary Research Sources
2.5.3 Assumptions
3 Market Trend Analysis
3.1 Introduction
3.2 Drivers
3.3 Restraints
3.4 Opportunities
3.5 Threats
3.6 Application Analysis
3.7 Emerging Markets
3.8 Impact of Covid-19
4 Porters Five Force Analysis
4.1 Bargaining power of suppliers
4.2 Bargaining power of buyers
4.3 Threat of substitutes
4.4 Threat of new entrants
4.5 Competitive rivalry
5 Global Battery Grade Aluminum Foil Market, By Type
5.1 Introduction
5.2 Single-Side Coated
5.3 Double-Side Coated
6 Global Battery Grade Aluminum Foil Market, By Application
6.1 Introduction
6.2 Aerospace & Defense
6.3 Automotive
6.4 Other Applications
7 Global Battery Grade Aluminum Foil Market, By Geography
7.1 Introduction
7.2 North America
7.2.1 US
7.2.2 Canada
7.2.3 Mexico
7.3 Europe
7.3.1 Germany
7.3.2 UK
7.3.3 Italy
7.3.4 France
7.3.5 Spain
7.3.6 Rest of Europe
7.4 Asia Pacific
7.4.1 Japan
7.4.2 China
7.4.3 India
7.4.4 Australia
7.4.5 New Zealand
7.4.6 South Korea
7.4.7 Rest of Asia Pacific
7.5 South America
7.5.1 Argentina
7.5.2 Brazil
7.5.3 Chile
7.5.4 Rest of South America
7.6 Middle East & Africa
7.6.1 Saudi Arabia
7.6.2 UAE
7.6.3 Qatar
7.6.4 South Africa
7.6.5 Rest of Middle East & Africa
8 Key Developments
8.1 Agreements, Partnerships, Collaborations and Joint Ventures
8.2 Acquisitions & Mergers
8.3 New Product Launch
8.4 Expansions
8.5 Other Key Strategies
9 Company Profiling
9.1 Alcoa Corporation
9.2 Baotou Aluminium Co., Ltd
9.3 BYD Company Limited
9.4 Contemporary Amperex Technology Co. Limited
9.5 Eurasian Resources Group
9.6 Hitachi Chemical Co., Ltd
9.7 Mitsubishi Aluminum Co., Ltd
9.8 Novelis Inc
9.9 UACJ Foil Corporation
List of Tables
Table 1 Global Battery Grade Aluminum Foil Market Outlook, By Region (2022-2030) ($MN)
Table 2 Global Battery Grade Aluminum Foil Market Outlook, By Type (2022-2030) ($MN)
Table 3 Global Battery Grade Aluminum Foil Market Outlook, By Single-Side Coated (2022-2030) ($MN)
Table 4 Global Battery Grade Aluminum Foil Market Outlook, By Double-Side Coated (2022-2030) ($MN)
Table 5 Global Battery Grade Aluminum Foil Market Outlook, By Application (2022-2030) ($MN)
Table 6 Global Battery Grade Aluminum Foil Market Outlook, By Aerospace & Defense (2022-2030) ($MN)
Table 7 Global Battery Grade Aluminum Foil Market Outlook, By Automotive (2022-2030) ($MN)
Table 8 Global Battery Grade Aluminum Foil Market Outlook, By Other Applications (2022-2030) ($MN)
Table 9 North America Battery Grade Aluminum Foil Market Outlook, By Country (2022-2030) ($MN)
Table 10 North America Battery Grade Aluminum Foil Market Outlook, By Type (2022-2030) ($MN)
Table 11 North America Battery Grade Aluminum Foil Market Outlook, By Single-Side Coated (2022-2030) ($MN)
Table 12 North America Battery Grade Aluminum Foil Market Outlook, By Double-Side Coated (2022-2030) ($MN)
Table 13 North America Battery Grade Aluminum Foil Market Outlook, By Application (2022-2030) ($MN)
Table 14 North America Battery Grade Aluminum Foil Market Outlook, By Aerospace & Defense (2022-2030) ($MN)
Table 15 North America Battery Grade Aluminum Foil Market Outlook, By Automotive (2022-2030) ($MN)
Table 16 North America Battery Grade Aluminum Foil Market Outlook, By Other Applications (2022-2030) ($MN)
Table 17 Europe Battery Grade Aluminum Foil Market Outlook, By Country (2022-2030) ($MN)
Table 18 Europe Battery Grade Aluminum Foil Market Outlook, By Type (2022-2030) ($MN)
Table 19 Europe Battery Grade Aluminum Foil Market Outlook, By Single-Side Coated (2022-2030) ($MN)
Table 20 Europe Battery Grade Aluminum Foil Market Outlook, By Double-Side Coated (2022-2030) ($MN)
Table 21 Europe Battery Grade Aluminum Foil Market Outlook, By Application (2022-2030) ($MN)
Table 22 Europe Battery Grade Aluminum Foil Market Outlook, By Aerospace & Defense (2022-2030) ($MN)
Table 23 Europe Battery Grade Aluminum Foil Market Outlook, By Automotive (2022-2030) ($MN)
Table 24 Europe Battery Grade Aluminum Foil Market Outlook, By Other Applications (2022-2030) ($MN)
Table 25 Asia Pacific Battery Grade Aluminum Foil Market Outlook, By Country (2022-2030) ($MN)
Table 26 Asia Pacific Battery Grade Aluminum Foil Market Outlook, By Type (2022-2030) ($MN)
Table 27 Asia Pacific Battery Grade Aluminum Foil Market Outlook, By Single-Side Coated (2022-2030) ($MN)
Table 28 Asia Pacific Battery Grade Aluminum Foil Market Outlook, By Double-Side Coated (2022-2030) ($MN)
Table 29 Asia Pacific Battery Grade Aluminum Foil Market Outlook, By Application (2022-2030) ($MN)
Table 30 Asia Pacific Battery Grade Aluminum Foil Market Outlook, By Aerospace & Defense (2022-2030) ($MN)
Table 31 Asia Pacific Battery Grade Aluminum Foil Market Outlook, By Automotive (2022-2030) ($MN)
Table 32 Asia Pacific Battery Grade Aluminum Foil Market Outlook, By Other Applications (2022-2030) ($MN)
Table 33 South America Battery Grade Aluminum Foil Market Outlook, By Country (2022-2030) ($MN)
Table 34 South America Battery Grade Aluminum Foil Market Outlook, By Type (2022-2030) ($MN)
Table 35 South America Battery Grade Aluminum Foil Market Outlook, By Single-Side Coated (2022-2030) ($MN)
Table 36 South America Battery Grade Aluminum Foil Market Outlook, By Double-Side Coated (2022-2030) ($MN)
Table 37 South America Battery Grade Aluminum Foil Market Outlook, By Application (2022-2030) ($MN)
Table 38 South America Battery Grade Aluminum Foil Market Outlook, By Aerospace & Defense (2022-2030) ($MN)
Table 39 South America Battery Grade Aluminum Foil Market Outlook, By Automotive (2022-2030) ($MN)
Table 40 South America Battery Grade Aluminum Foil Market Outlook, By Other Applications (2022-2030) ($MN)
Table 41 Middle East & Africa Battery Grade Aluminum Foil Market Outlook, By Country (2022-2030) ($MN)
Table 42 Middle East & Africa Battery Grade Aluminum Foil Market Outlook, By Type (2022-2030) ($MN)
Table 43 Middle East & Africa Battery Grade Aluminum Foil Market Outlook, By Single-Side Coated (2022-2030) ($MN)
Table 44 Middle East & Africa Battery Grade Aluminum Foil Market Outlook, By Double-Side Coated (2022-2030) ($MN)
Table 45 Middle East & Africa Battery Grade Aluminum Foil Market Outlook, By Application (2022-2030) ($MN)
Table 46 Middle East & Africa Battery Grade Aluminum Foil Market Outlook, By Aerospace & Defense (2022-2030) ($MN)
Table 47 Middle East & Africa Battery Grade Aluminum Foil Market Outlook, By Automotive (2022-2030) ($MN)
Table 48 Middle East & Africa Battery Grade Aluminum Foil Market Outlook, By Other Applications (2022-2030) ($MN)