Anode materials production is expected to reach 1.2 million tons in 2022

Global production of lithium anode material is expected to reach 1.2 million tons this year. At this rate, the year-on-year growth is expected to be close to 50%. Artificial graphite electrode products for the preparation of anode materials, , learn more.

In 2021, the global new energy vehicle market entered a rapid development track and will continue to maintain high growth in the next 3-5 years. In 2022, the global output of new energy vehicles is expected to exceed 10 million, and judging from the production plans of China's mainstream battery manufacturers, most of them have set the goal of more than doubling. As a result, the shortage of lithium anode material has caused great pressure, and the progress of the expansion of the industry's weaknesses has become the focus. In terms of current market supply, needle coke, petroleum coke, graphitization, and nodular ink are all expected to suffer from supply pressure. It is expected that the supply contradiction of raw materials will become more obvious after 2023.

By 2025, the global production of lithium anode is expected to reach 2.9 million tons, and the demand for raw materials is as high as 3.5 million tons. In the next 2-3 years, the resource layout of the raw material end is particularly important for anode material enterprises.

In 2021, the global shipment of anode materials has reached 905,000 tons, with a year-on-year growth of 68.2 percent. The proportion of global shipments of anode materials by Chinese enterprises increased from 77.7% in 2020 to 86.1% in 2021; By 2025 and 2030, China's overall shipments of anode materials are expected to reach 2.705 million tons and 7.054 million tons, respectively, accounting for more than 90 percent of global shipments.

As the global demand for lithium-ion batteries has increased dramatically, many of the industry's largest factories are now fully operational, but still cannot meet the demand. The rapid growth trend of the anode material industry is expected to continue for a long time. Emerging industries such as VR glasses, drones and wearable devices are increasing the demand for lithium-ion batteries. As one of the main materials for lithium-ion batteries, the demand for anode materials will also increase.

In addition, with the continuous reduction of the cost of lithium ion batteries, the demand for wind farms, commercial peak load and valley filling power generation projects, traditional power plants, micro grid and other downstream markets has exploded, making the commercial application of energy storage batteries more extensive, thus driving the demand for lithium ion battery anode materials. More information of graphite anode industry chain, welcome to contact us.