Projected battery demand worldwide by application 2024-2028

The global demand for batteries is expected to increase from 185 GWh in 2020 to over 2,000 GWh by 2030. Despite the prevalence of consumer electronics in 2020, the small energy capacities of gadgets such as phones mean that, in terms of gigawatts, the demand is relatively low. This large increase is mainly due to the electrification of transport which will account for the vast majority of battery demand in 2030 in terms of total energy storage capacity.E-mobility drives battery demandA number of countries have seen significant growth in electric vehicle sales, with China leading the way by recording over 430,000 units sold in the first half of 2019. China is also expected to dominate the electric vehicle industry, with plans to adopt the use of approximately 532,000 electric buses in the public transportation sector by 2022. Several countries have the intention of moving to more environmentally sustainable methods of living, with the most notable adaptation being the use of electric vehicles, which have resulted in a likely decrease in the use of gasoline in cars. With the large growth in the e-mobility technologies mentioned above, the global demand for batteries is expected to grow significantly.Raw material demandAs a consequence of the current trends, the global demand for key battery minerals is expected to increase by 2028. The demand for graphite, which makes up the battery anode, is projected to amount to approximately two million metric tons by 2028. Lithium, another key battery component is forecasted to have a demand of about 1.9 million metric tons in the same year.

全球对电池的需求预计将从2020年的185吉瓦时增长至2030年超过2,000吉瓦时。尽管2020年消费电子产品的普及，但诸如手机等小型设备的能源容量有限，从吉瓦时计，其需求相对较低。这一大幅增长主要归因于交通电气化，预计到2030年，在总储能容量方面，电池需求将主要由交通电气化所占据。电动出行推动电池需求增长。多个国家的电动汽车销量显著增长，其中中国以2019年上半年超过43万辆的销量位居首位。中国预计也将主导电动汽车行业，计划到2022年在公共交通领域采用约53.2万辆电动公交车。一些国家有意转向更加环境可持续的生活方式，其中最显著的转变是使用电动汽车，这可能导致汽车汽油使用量的减少。随着上述电动出行技术的快速增长，全球对电池的需求预计将显著增长。原材料需求方面，由于当前趋势，全球对关键电池矿产的需求预计到2028年将增加。用于电池负极的石墨需求预计到2028年将达到约200万吨。锂，作为电池的另一关键组成部分，预计同年需求量约为190万吨。