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 サスティナブル電池材料の世界市場(タイプ別
5.1 はじめに
5.2 リチウムイオン電池材料
5.2.1 コバルト酸リチウム(LCO)
5.2.2 リン酸鉄リチウム(LFP)
5.2.3 ニッケルマンガンコバルトリチウム(NMC)
5.2.4 リチウムニッケルコバルトアルミニウム酸化物(NCA)
5.3 固体電池材料
5.3.1 固体電解質
5.3.2 セラミック材料
5.4 ナトリウムイオン電池材料
5.5 亜鉛系電池材料
5.6 有機電池材料
5.7 その他のタイプ
6 サスティナブル電池材料の世界市場、材料源別
6.1 はじめに
6.2 採掘材料
6.3 リサイクル材料
7 サスティナブル電池材料の世界市場:製造方法別
7.1 はじめに
7.2 グリーン製造
7.3 アディティブ・マニュファクチャリング
7.4 生物学的合成
7.5 化学合成
7.5.1ソルボサーマル合成
7.5.2 水熱合成
7.5.3 電気化学合成
7.6 その他の製造方法
8 サスティナブル電池材料の世界市場、用途別
8.1 はじめに
8.2 電気自動車(EV)
8.3 民生用電子機器
8.4 エネルギー貯蔵システム(ESS)
8.5 産業機械
8.6 医療機器
8.7 その他の用途
9 サスティナブル電池材料の世界市場、地域別
9.1 はじめに
9.2 北米
9.2.1 アメリカ
9.2.2 カナダ
9.2.3 メキシコ
9.3 ヨーロッパ
9.3.1 ドイツ
9.3.2 イギリス
9.3.3 イタリア
9.3.4 フランス
9.3.5 スペイン
9.3.6 その他のヨーロッパ
9.4 アジア太平洋
9.4.1 日本
9.4.2 中国
9.4.3 インド
9.4.4 オーストラリア
9.4.5 ニュージーランド
9.4.6 韓国
9.4.7 その他のアジア太平洋地域
9.5 南米
9.5.1 アルゼンチン
9.5.2 ブラジル
9.5.3 チリ
9.5.4 その他の南米地域
9.6 中東・アフリカ
9.6.1 サウジアラビア
9.6.2 アラブ首長国連邦
9.6.3 カタール
9.6.4 南アフリカ
9.6.5 その他の中東・アフリカ地域
10 主要開発
10.1 契約、パートナーシップ、提携、合弁事業
10.2 買収と合併
10.3 新製品上市
10.4 事業拡大
10.5 その他の主要戦略
11 企業プロフィール
Tesla Inc.
CATL (Contemporary Amperex Technology Co. Limited)
LG Energy Solution
Panasonic Corporation
BYD Company
Samsung SDI
BASF SE
Johnson Matthey PLC
Brookfield Renewable Partners
AESC (Automotive Energy Supply Corporation)
Northvolt
Umicore
Albemarle Corporation
SQM (Sociedad Química y Minera de Chile)
Livent Corporation
Lithium Americas Corporation
Talon Metals Corporation
MP Materials Corporation
Ganfeng Lithium Corporation and Green Li-ion.
表一覧
表1 サスティナブル電池材料の世界市場展望:地域別(2022-2030年) ($MN)
表2 サスティナブル電池材料の世界市場展望:タイプ別(2022-2030年) ($MN)
表3 サスティナブル電池材料の世界市場展望:リチウムイオン電池材料別 (2022-2030) ($MN)
表4 サスティナブル電池材料の世界市場展望:リチウムコバルト酸化物(LCO)別 (2022-2030) ($MN)
表5 サスティナブル電池材料の世界市場展望:リン酸鉄リチウム(LFP)別(2022-2030年) ($MN)
表6 サスティナブル電池材料の世界市場展望:リチウムニッケルマンガンコバルト(NMC)別 (2022-2030) ($MN)
表7 サスティナブル電池材料の世界市場展望:リチウムニッケルコバルトアルミニウム酸化物(NCA)別 (2022-2030) ($MN)
表8 サスティナブル電池材料の世界市場展望:固体電池材料別 (2022-2030) ($MN)
表9 サスティナブル電池材料の世界市場展望:固体電解質別 (2022-2030) ($MN)
表10 サスティナブル電池材料の世界市場展望:セラミック材料別 (2022-2030) ($MN)
表11 サスティナブル電池材料の世界市場展望:ナトリウムイオン電池材料別 (2022-2030) ($MN)
表12 サスティナブル電池材料の世界市場展望:亜鉛ベース電池材料別 (2022-2030) ($MN)
表13 サスティナブル電池材料の世界市場展望:有機電池材料別 (2022-2030) ($MN)
表14 サスティナブル電池材料の世界市場展望:その他のタイプ別 (2022-2030) ($MN)
表15 サスティナブル電池材料の世界市場展望:材料源別 (2022-2030) ($MN)
表16 サスティナブル電池材料の世界市場展望:採掘材料別 (2022-2030) ($MN)
表17 サスティナブル電池材料の世界市場展望:リサイクル材料別 (2022-2030) ($MN)
表18 サスティナブル電池材料の世界市場展望:生産方法別 (2022-2030) ($MN)
表19 サスティナブル電池材料の世界市場展望:グリーン製造法別 (2022-2030) ($MN)
表20 サスティナブル電池材料の世界市場展望:積層造形法別(2022-2030年) ($MN)
表21 サスティナブル電池材料の世界市場展望:生物学的合成別 (2022-2030) ($MN)
表22 サスティナブル電池材料の世界市場展望:化学合成別 (2022-2030) ($MN)
表23 サスティナブル電池材料の世界市場展望:ソルボサーマル合成別 (2022-2030) ($MN)
表24 サスティナブル電池材料の世界市場展望:水熱合成別 (2022-2030) ($MN)
表25 サスティナブル電池材料の世界市場展望:電気化学合成別 (2022-2030) ($MN)
表26 サスティナブル電池材料の世界市場展望:その他の製造方法別 (2022-2030) ($MN)
表27 サスティナブル電池材料の世界市場展望:用途別 (2022-2030) ($MN)
表28 サスティナブル電池材料の世界市場展望:電気自動車(EV)別 (2022-2030) ($MN)
表29 サスティナブル電池材料の世界市場展望:家電製品別 (2022-2030) ($MN)
表30 サスティナブル電池材料の世界市場展望:エネルギー貯蔵システム(ESS)別(2022-2030年) ($MN)
表31 サスティナブル電池材料の世界市場展望:産業機械別 (2022-2030) ($MN)
表32 サスティナブル電池材料の世界市場展望:医療機器別 (2022-2030) ($MN)
表33 サスティナブル電池材料の世界市場展望:その他の用途別 (2022-2030) ($MN)
注:北米、ヨーロッパ、APAC、南米、中東・アフリカ地域の表も上記と同様に表記しています。
According to the Solar Energy Industries Association, the United States solar industry installed a total capacity of around 6.1 gigawatts-direct current in the first quarter of 2023.
Market Dynamics:
Driver:
Rising demand for electric vehicles (EVs)
As EV adoption increases, manufacturers seek sustainable alternatives to traditional battery materials, focusing on reducing environmental impact and improving efficiency. This shift boosts the demand for materials like lithium, cobalt, and nickel sourced through sustainable practices, as well as for innovative solutions such as solid-state and recycled batteries. Consequently, investments in research & development, and production of these materials rise, fueling market expansion and contributing to the broader push for greener automotive technologies.
Restraint:
Limited recycling infrastructure
Limited recycling infrastructure for sustainable battery materials creates challenges in managing end-of-life batteries. Inadequate facilities and technologies for recycling lead to inefficiencies in recovering valuable materials like lithium, cobalt, and nickel, increasing costs and environmental impact. This lack of infrastructure also discourages investment in battery technologies and limits the overall supply of recycled materials, stifling market growth and hindering progress towards a more sustainable and circular economy in the battery sector.
Opportunity:
Growing renewable energy sector
With the growing use of renewable energy sources like solar and wind, there is a rising need for energy storage systems to handle fluctuating power supply. This surge in demand boosts the requirement for advanced batteries made from sustainable materials, including lithium, cobalt, and nickel. Developments in battery technology focus on improving efficiency and minimizing environmental impact, which further stimulates market growth. Moreover, the global drive to lower carbon emissions and ensure responsible sourcing of battery materials supports the expansion of the sustainable energy solutions sector.
Threat:
High production costs
High production costs in sustainable battery materials stem from the expensive extraction and processing of rare or specialized elements like lithium, cobalt, and nickel. Additionally, advanced technologies required for enhancing efficiency and sustainability contribute to elevated costs. These high production expenses can limit market growth by making sustainable batteries less competitive compared to traditional alternatives. This, in turn, hampers widespread adoption and slows the transition to greener energy solutions.
Covid-19 Impact
Covid-19 impacted the sustainable battery materials market by disrupting supply chains, delaying production, and increasing raw material costs. The pandemic led to reduced investment in green technologies and slowed the development of new sustainable materials. However, it also accelerated the push for cleaner energy solutions as governments and companies prioritized resilience and sustainability in their recovery plans. The focus on renewable energy and green technologies has strengthened long-term demand for sustainable battery materials.
The recycled materials segment is expected to be the largest during the forecast period
The recycled materials segment is predicted to secure the largest market share throughout the forecast period. Recycled materials play a crucial role in sustainable battery production by reducing reliance on virgin resources and minimizing environmental impact. Using recycled lithium, cobalt, and nickel helps lower production costs and conserve natural resources. It also reduces the environmental footprint of mining and processing. Incorporating recycled materials not only supports the circular economy but also enhances the sustainability of battery technologies, making them more eco-friendly and economically viable in the long term.
The green manufacturing segment is expected to have the highest CAGR during the forecast period
The green manufacturing segment is expected to grow at the highest CAGR. Green manufacturing production methods in sustainable battery materials focus on reducing environmental impact through energy-efficient processes and minimizing waste. By optimizing manufacturing processes and ensuring ethical sourcing of raw materials, green manufacturing aims to enhance sustainability and lower the carbon footprint of battery production, supporting the overall goal of a more eco-friendly energy storage industry.
Region with largest share:
Asia Pacific is expected to have the largest market share during the forecast period driven by increasing demand for electric vehicles (EVs), renewable energy storage, and government initiatives promoting green technologies. Countries like China, Japan, and South Korea are major players, investing heavily in advanced battery technologies and sustainable practices. The region is focusing on sourcing and developing eco-friendly materials, improving recycling processes, and reducing reliance on critical raw materials. This trend is bolstered by rising environmental awareness and stringent regulatory frameworks supporting sustainability in energy storage solutions.
Region with highest CAGR:
North America is projected to witness the highest CAGR over the forecast period, owing to the surge in electric vehicle (EV) adoption, advancements in renewable energy storage, and robust governmental support for green technologies. The U.S. and Canada are leading efforts to develop and implement eco-friendly battery materials, driven by incentives, research funding, and stricter environmental regulations. This includes investments in domestic mining of critical minerals, innovative recycling methods, and advancements in alternative materials. The region is also focusing on reducing carbon footprints and enhancing supply chain sustainability.
Key players in the market
Some of the key players profiled in the Sustainable Battery Materials Market include Tesla Inc., CATL (Contemporary Amperex Technology Co. Limited), LG Energy Solution, Panasonic Corporation, BYD Company, Samsung SDI, BASF SE, Johnson Matthey PLC, Brookfield Renewable Partners, AESC (Automotive Energy Supply Corporation), Northvolt, Umicore, Albemarle Corporation, SQM (Sociedad Química y Minera de Chile), Livent Corporation, Lithium Americas Corporation, Talon Metals Corporation, MP Materials Corporation, Ganfeng Lithium Corporation and Green Li-ion.
Key Developments:
In April 2024, Panasonic Energy announced plans to establish a new research and development (R&D) facility in Japan aimed at advancing battery production technologies. This initiative underscores Panasonic's commitment to strengthening its position in the rapidly evolving energy storage market, particularly in the electric vehicle (EV) and renewable energy sectors.
In April 2024, Green Li-ion launched its first commercial-scale installation to produce sustainable, battery-grade materials, the first of its kind in North America. The facility utilizes advanced technologies to enhance the efficiency and sustainability of battery material production. This includes cutting-edge recycling techniques and innovations in material processing.
Types Covered:
• Lithium-Ion Battery Materials
• Solid-State Battery Materials
• Sodium-Ion Battery Materials
• Zinc-Based Battery Materials
• Organic Battery Materials
• Other Types
Material Sources Covered:
• Mined Materials
• Recycled Materials
Production Methods Covered:
• Green Manufacturing
• Additive Manufacturing
• Biological Synthesis
• Chemical Synthesis
• Other Production Methods
Applications Covered:
• Electric Vehicles (EVs)
• Consumer Electronics
• Energy Storage Systems (ESS)
• Industrial Machinery
• Medical Devices
• 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 Sustainable Battery Materials Market, By Type
5.1 Introduction
5.2 Lithium-Ion Battery Materials
5.2.1 Lithium Cobalt Oxide (LCO)
5.2.2 Lithium Iron Phosphate (LFP)
5.2.3 Lithium Nickel Manganese Cobalt (NMC)
5.2.4 Lithium Nickel Cobalt Aluminum Oxide (NCA)
5.3 Solid-State Battery Materials
5.3.1 Solid Electrolytes
5.3.2 Ceramic Materials
5.4 Sodium-Ion Battery Materials
5.5 Zinc-Based Battery Materials
5.6 Organic Battery Materials
5.7 Other Types
6 Global Sustainable Battery Materials Market, By Material Source
6.1 Introduction
6.2 Mined Materials
6.3 Recycled Materials
7 Global Sustainable Battery Materials Market, By Production Method
7.1 Introduction
7.2 Green Manufacturing
7.3 Additive Manufacturing
7.4 Biological Synthesis
7.5 Chemical Synthesis
7.5.1 Solvothermal Synthesis
7.5.2 Hydrothermal Synthesis
7.5.3 Electrochemical Synthesis
7.6 Other Production Methods
8 Global Sustainable Battery Materials Market, By Application
8.1 Introduction
8.2 Electric Vehicles (EVs)
8.3 Consumer Electronics
8.4 Energy Storage Systems (ESS)
8.5 Industrial Machinery
8.6 Medical Devices
8.7 Other Applications
9 Global Sustainable Battery Materials Market, By Geography
9.1 Introduction
9.2 North America
9.2.1 US
9.2.2 Canada
9.2.3 Mexico
9.3 Europe
9.3.1 Germany
9.3.2 UK
9.3.3 Italy
9.3.4 France
9.3.5 Spain
9.3.6 Rest of Europe
9.4 Asia Pacific
9.4.1 Japan
9.4.2 China
9.4.3 India
9.4.4 Australia
9.4.5 New Zealand
9.4.6 South Korea
9.4.7 Rest of Asia Pacific
9.5 South America
9.5.1 Argentina
9.5.2 Brazil
9.5.3 Chile
9.5.4 Rest of South America
9.6 Middle East & Africa
9.6.1 Saudi Arabia
9.6.2 UAE
9.6.3 Qatar
9.6.4 South Africa
9.6.5 Rest of Middle East & Africa
10 Key Developments
10.1 Agreements, Partnerships, Collaborations and Joint Ventures
10.2 Acquisitions & Mergers
10.3 New Product Launch
10.4 Expansions
10.5 Other Key Strategies
11 Company Profiling
11.1 Tesla Inc.
11.2 CATL (Contemporary Amperex Technology Co. Limited)
11.3 LG Energy Solution
11.4 Panasonic Corporation
11.5 BYD Company
11.6 Samsung SDI
11.7 BASF SE
11.8 Johnson Matthey PLC
11.9 Brookfield Renewable Partners
11.10 AESC (Automotive Energy Supply Corporation)
11.11 Northvolt
11.12 Umicore
11.13 Albemarle Corporation
11.14 SQM (Sociedad Química y Minera de Chile)
11.15 Livent Corporation
11.16 Lithium Americas Corporation
11.17 Talon Metals Corporation
11.18 MP Materials Corporation
11.19 Ganfeng Lithium Corporation
11.20 Green Li-ion
List of Tables
Table 1 Global Sustainable Battery Materials Market Outlook, By Region (2022-2030) ($MN)
Table 2 Global Sustainable Battery Materials Market Outlook, By Type (2022-2030) ($MN)
Table 3 Global Sustainable Battery Materials Market Outlook, By Lithium-Ion Battery Materials (2022-2030) ($MN)
Table 4 Global Sustainable Battery Materials Market Outlook, By Lithium Cobalt Oxide (LCO) (2022-2030) ($MN)
Table 5 Global Sustainable Battery Materials Market Outlook, By Lithium Iron Phosphate (LFP) (2022-2030) ($MN)
Table 6 Global Sustainable Battery Materials Market Outlook, By Lithium Nickel Manganese Cobalt (NMC) (2022-2030) ($MN)
Table 7 Global Sustainable Battery Materials Market Outlook, By Lithium Nickel Cobalt Aluminum Oxide (NCA) (2022-2030) ($MN)
Table 8 Global Sustainable Battery Materials Market Outlook, By Solid-State Battery Materials (2022-2030) ($MN)
Table 9 Global Sustainable Battery Materials Market Outlook, By Solid Electrolytes (2022-2030) ($MN)
Table 10 Global Sustainable Battery Materials Market Outlook, By Ceramic Materials (2022-2030) ($MN)
Table 11 Global Sustainable Battery Materials Market Outlook, By Sodium-Ion Battery Materials (2022-2030) ($MN)
Table 12 Global Sustainable Battery Materials Market Outlook, By Zinc-Based Battery Materials (2022-2030) ($MN)
Table 13 Global Sustainable Battery Materials Market Outlook, By Organic Battery Materials (2022-2030) ($MN)
Table 14 Global Sustainable Battery Materials Market Outlook, By Other Types (2022-2030) ($MN)
Table 15 Global Sustainable Battery Materials Market Outlook, By Material Source (2022-2030) ($MN)
Table 16 Global Sustainable Battery Materials Market Outlook, By Mined Materials (2022-2030) ($MN)
Table 17 Global Sustainable Battery Materials Market Outlook, By Recycled Materials (2022-2030) ($MN)
Table 18 Global Sustainable Battery Materials Market Outlook, By Production Method (2022-2030) ($MN)
Table 19 Global Sustainable Battery Materials Market Outlook, By Green Manufacturing (2022-2030) ($MN)
Table 20 Global Sustainable Battery Materials Market Outlook, By Additive Manufacturing (2022-2030) ($MN)
Table 21 Global Sustainable Battery Materials Market Outlook, By Biological Synthesis (2022-2030) ($MN)
Table 22 Global Sustainable Battery Materials Market Outlook, By Chemical Synthesis (2022-2030) ($MN)
Table 23 Global Sustainable Battery Materials Market Outlook, By Solvothermal Synthesis (2022-2030) ($MN)
Table 24 Global Sustainable Battery Materials Market Outlook, By Hydrothermal Synthesis (2022-2030) ($MN)
Table 25 Global Sustainable Battery Materials Market Outlook, By Electrochemical Synthesis (2022-2030) ($MN)
Table 26 Global Sustainable Battery Materials Market Outlook, By Other Production Methods (2022-2030) ($MN)
Table 27 Global Sustainable Battery Materials Market Outlook, By Application (2022-2030) ($MN)
Table 28 Global Sustainable Battery Materials Market Outlook, By Electric Vehicles (EVs) (2022-2030) ($MN)
Table 29 Global Sustainable Battery Materials Market Outlook, By Consumer Electronics (2022-2030) ($MN)
Table 30 Global Sustainable Battery Materials Market Outlook, By Energy Storage Systems (ESS) (2022-2030) ($MN)
Table 31 Global Sustainable Battery Materials Market Outlook, By Industrial Machinery (2022-2030) ($MN)
Table 32 Global Sustainable Battery Materials Market Outlook, By Medical Devices (2022-2030) ($MN)
Table 33 Global Sustainable Battery Materials Market Outlook, By Other Applications (2022-2030) ($MN)
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.