2024年电池产业监测报告：市场发展概述及价值链的战略选择（英）-罗兰贝格

ABATTERY MONITOR 2024/2025 THE VALUE CHAIN BETWEEN ECONOMY AND ECOLOGY12 1. PREFACE 32. FOREWORD & INTRODUCTION 43. OVERARCHING MARKET VIEW 54. BATTERY MATERIALS 175. BATTERY PRODUCTION 276. PRODUCT PERFORMANCE 357. BATTERY USAGE 45 8. CIRCULAR BATTERY ECONOMY 559. KEY TAKEAWAYS, CLOSING WORDS & OUTLOOK 6510. LIST OF REFERENCES 673Dear readers,No world market is as dynamic as the battery industry currently: On the one hand, there is huge technological potential, the impact of which can only be guessed at so far; on the other hand, there are financial and political uncertainties that are causing massive short-term changes on the world stage. What was just recently considered a future market where it is almost impossible to go wrong has now become a tactical undertaking where each and every step needs to be carefully consid-ered. Euphoria has given way to reality. Fundamental challenges are dominating events.World trade is currently characterized by an unmistakable trend towards protectionism. The election of Donald Trump as the next President of the United States of America is causing quite some specu-lation and uncertainty. For example, there is even greater customs pressure on German automak-ers, as Trump has already indicated that his country should no longer be importing cars, but German and other major OEMs should produce in the United States instead. Meanwhile, the European Union has already imposed tariffs on electric vehicles from China – while Chinese manufacturers are making great efforts to penetrate the markets in Europe and the USA.The tense economic situation throughout the EU is coming to a head in Germany. Several carmak-ers are faltering or already in the throes of a full-blown crisis as record production of electric vehicles is met with weak demand. The result? Overproduction of electric cars, announced factory closures, looming strikes by the workforce. Elsewhere, big-name battery manufacturers are experiencing a major disappointment as they have to cut back or even face serious financial difficulties. Factory projects that were once considered safe are now being put on hold or even withdrawn altogether.Amid this mixed situation, we are proud to present the fourth issue of the “Battery Monitor,” in which a team of authors from Roland Berger and PEM RWTH Aachen University analyzes the market in all its facets – be it the raw materials needed for manufacturing, or battery cell production, product per-formance, battery use, recycling, and battery reuse. Despite the global uncertainties – or perhaps because of them – we hope you find this report a useful read!Prof. Dr. Heiner Hans HeimesMember of Institute ManagementPEM of RWTH Aachen University Wolfgang BernhartSenior Partner Roland Berger GmbH Isaac ChanPartner Roland Berger GmbHProf. Dr. Achim KampkerFounder and head of the chairPEM of RWTH Aachen University4FOREWORD & INTRODUCTIONHeiner Heimes, Achim Kampker, Wolfgang Bernhart, Isaac ChanTo illuminate the most p