World Battery Materials

Industry forecasts for 2012 & 2017

Publication Date	April 2009
Publisher	Freedonia Group
Product Type	Report
Pages	336
ISBN Number	not applicable
Product Code	FED00275

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Summary

Global demand to rise 3.9% annually through 2012
World demand for materials used in the production of batteries will increase 3.9 percent per year to $22.8 billion in 2012. Gains will be driven by strong growth in shipments of advanced rechargeable batteries such as lithium ion (Li-Ion) and nickel metal hydride (Ni-MH) types, which are increasingly being used in consumer electronics and motor vehicles. Additionally, rising income levels in the developed world will fuel demand for materials in alkaline and lithium consumer batteries. However, gains for battery materials will be limited by a less favorable outlook for more mature and outdated battery types, particularly zinccarbon cells, but also lead-acid and nickel-cadmium chemistries.

Metals to remain leading battery material type
Metals will continue to be the leading battery material product type through 2012, comprising well over half of total demand. Metal prices spiked during the 2002-2007 period, spurring strong value gains for metal materials in batteries. However, advances through 2012 will be restrained by an expected moderation in metal prices, particularly in the large lead metal market, which accounted for the overwhelming majority of demand worldwide. Chemical materials will see the fastest gains, with robust demand for high-value lithium and nickel chemicals fueled by rising production of Li-Ion and Ni-MH batteries.

Asia/Pacific region, led by China, will see most rapid gains
Among the major world regions, the most rapid growth in battery materials demand will be seen in the Asia/Pacific region. Most of the gains will be centered in China, which has grown to become the largest battery materials market in the world. India, Indonesia and South Korea are also expected to see above-average advances in materials demand. However, much of this growth will come at the expense of regional neighbor Japan, as battery production migrates out of the country, following the electronics industry to lower-cost locations elsewhere in Asia.

Hybrid electric vehicles to provide growth opportunities
Demand for battery materials in North America and Western Europe will see much less favorable prospects through 2012, due to maturing local markets for batteries and an expected drop in the price of lead metal, a key material in the regions’ markets. However, there are opportunities for growth in areas such as advanced rechargeable cells, as domestic production of batteries for hybrid/electric vehicles are beginning to be established in these regions. Gains for battery materials in the other world regions -- Latin America, Eastern Europe and the Africa/Mideast region -- will outpace the global average, though will remain largely focused on low-end zinc-carbon and lead-acid battery applications.

Content

INTRODUCTION

     I. EXECUTIVE SUMMARY

     II. MARKET ENVIRONMENT
        General
        World Economic Overview
          Recent Economic Performance
          World Economic Outlook
        World Population Overview
        World Manufacturing Outlook
        World Gross Fixed Investment Outlook
        World Motor Vehicle Outlook
        Battery Industry Overview
          Primary Battery Production
          Secondary Battery Production
        Battery Materials Technology Trends
          Conventional Battery Chemistries
           Alkaline
           Zinc-Carbon
           Lead-Acid
           Nickel-Cadmium
           Others
          Advanced Battery Chemistries
           Primary Lithium
           Rechargeable Lithium
           Nickel Metal Hydride
           Zinc-Air
           Others
        Environmental & Regulatory Issues
          Recycling
          Health & Safety

    III. WORLD BATTERY MATERIALS OVERVIEW
        General
        Demand by Region
        Demand by Type
          Metals
           Lead
           Zinc
           Steel
           Nickel
           Lithium
           Other Metals
          Chemicals
           Lithium
           Manganese
           Lead
           Nickel
           Other Chemicals
          Other Materials
           Carbon/Graphite
           Polymers
           All Other
        Demand by Application
          Primary Batteries
           Alkaline
           Zinc-Carbon
           Primary Lithium
           Other Primary
          Secondary Batteries
           Lead-Acid
           Nickel-Based
           Lithium-Based
           Other Secondary

     IV. NORTH AMERICA
        North America: Overview
        United States
        Canada
        Mexico

     V. WESTERN EUROPE
        Western Europe: Overview
        Germany
        France
        United Kingdom
        Italy
        Spain
        Belgium
        Other Western Europe

     VI. ASIA/PACIFIC
        Asia/Pacific: Overview
        China
        Japan
        South Korea
        India
        Indonesia
        Taiwan
        Other Asia/Pacific

    VII. OTHER REGIONS
        Latin America: Overview
        Brazil
        Other Latin America
        Eastern Europe: Overview
        Russia
        Poland
        Other Eastern Europe
        Africa/Mideast: Overview
        South Africa
        Other Africa/Mideast

    VIII. INDUSTRY STRUCTURE
        General
        Market Share
          Lead Products
          Other Battery Materials
        Manufacturing
        Cooperative Agreements
        Marketing & Distribution
        Acquisitions & Divestitures

        Company Profiles
          A123 Systems Incorporated
          Altair Nanotechnologies Incorporated
          AMETEK Incorporated
          Anyang Yubei Gold & Lead Company Limited
          Arkema SA
          Cabot Corporation
          Celanese Corporation
          Chemetall GmbH, see Rockwood Holdings Incorporated
          China Sun Group High-Tech Company
          Companhia Vale do Rio Doce
          Corus Group plc, see Tata Steel Limited
          Dalian Xinyang High-Tech Development, see China
           Sun Group High-Tech
          Delta plc
          Doe Run Resources Corporation
          Durox Limitada, see Penox Group SA
          East Penn Manufacturing Company Incorporated
          Eramet SA
          Exide Technologies
          FMC Corporation
          Hammond Group Incorporated
          Henan Yuguang Gold and Lead Company Limited
          Imerys SA
          Jiangsu Chunxing Alloy Group Company Limited
          Manganese Metal Company Pty Limited, see Delta plc
          Mitsubishi Chemical Holdings Corporation
          Novamet Specialty Products, see Companhia Vale
           do Rio Doce
          Nyrstar NV
          OM Group Incorporated
          Penox Group SA
          Quexco Incorporated
          Recylex SA
          Rockwood Holdings Incorporated
          Santoku Corporation
          Sociedad Quimica y Minera de Chile SA
          Societe Le Nickel, see Eramet SA
          Sumitomo Metal Mining Company Limited
          Tanaka Chemical Corporation
          Tata Steel Limited
          Teck Cominco Limited
          Timcal Limited, see Imerys SA
          Toda Kogyo Corporation
          Tosoh Corporation
          Tronox Incorporated
          Umicore SA
          Vale Inco Limited, see Companhia Vale do Rio Doce
          Xiangtan Electrochemical Scientific Limited
          Xstrata plc

LIST OF TABLES

        SECTION I -- EXECUTIVE SUMMARY
        Summary Table

        SECTION II -- MARKET ENVIRONMENT
      1 World Gross Domestic Product by Region
      2 World Population by Region
      3 World Manufacturing Value Added by Region
      4 World Gross Fixed Investment by Region
      5 World Motor Vehicles in Use by Region
      6 World Battery Shipments by Region
      7 World Primary Battery Shipments by Region
      8 World Secondary Battery Shipments by Region

        SECTION III -- WORLD BATTERY MATERIALS
          OVERVIEW
      1 World Battery Materials Demand by Region
      2 World Battery Materials Demand by Type
      3 World Battery Metals Demand by Product & Region
      4 World Demand for Lead in Batteries
      5 World Demand for Zinc Metal in Batteries
      6 World Battery Chemicals Demand by Product & Region
      7 World Demand for Lithium Chemicals in Batteries
      8 World Demand for Manganese Chemicals in Batteries
      9 World Demand for Other Materials in Batteries
          by Product & Region
     10 World Demand for Carbon/Graphite in Batteries
     11 World Battery Materials Demand by Application
     12 World Primary Battery Materials Demand
          by Chemistry & Region
     13 World Secondary Battery Materials Demand
          by Chemistry & Region

        SECTION IV -- NORTH AMERICA
      1 North America -- Key Indicators for Battery Materials Demand
      2 North America -- Battery Materials Demand
          by Type & Application
      3 United States -- Key Indicators for Battery Materials Demand
      4 United States -- Battery Materials Demand by Type
      5 United States -- Battery Materials Demand by Application
      6 Canada -- Key Indicators for Battery Materials Demand
      7 Canada -- Battery Materials Demand by Type
      8 Canada -- Battery Materials Demand by Application
      9 Mexico -- Key Indicators for Battery Materials Demand
     10 Mexico -- Battery Materials Demand by Type
     11 Mexico -- Battery Materials Demand by Application

        SECTION V -- WESTERN EUROPE
      1 Western Europe -- Key Indicators for Battery Materials
          Demand
      2 Western Europe -- Battery Materials Demand
          by Type & Application
      3 Germany -- Key Indicators for Battery Materials Demand
      4 Germany -- Battery Materials Demand by Type
      5 Germany -- Battery Materials Demand by Application
      6 France -- Key Indicators for Battery Materials Demand
      7 France -- Battery Materials Demand by Type
      8 France -- Battery Materials Demand by Application
      9 United Kingdom -- Key Indicators for Battery Materials
          Demand
     10 United Kingdom -- Battery Materials Demand by Type
     11 United Kingdom -- Battery Materials Demand by Application
     12 Italy -- Key Indicators for Battery Materials Demand
     13 Italy -- Battery Materials Demand by Type
     14 Italy -- Battery Materials Demand by Application
     15 Spain -- Key Indicators for Battery Materials Demand
     16 Spain -- Battery Materials Demand by Type
     17 Spain -- Battery Materials Demand by Application
     18 Belgium -- Key Indicators for Battery Materials Demand
     19 Belgium -- Battery Materials Demand by Type
     20 Belgium -- Battery Materials Demand by Application
     21 Other Western Europe -- Key Indicators for Battery
          Materials Demand
     22 Other Western Europe -- Battery Materials Demand by Type
     23 Other Western Europe -- Battery Materials Demand
          by Application

        SECTION VI -- ASIA/PACIFIC
      1 Asia/Pacific -- Key Indicators for Battery Materials Demand
      2 Asia/Pacific -- Battery Materials Demand
          by Type & Application
      3 China -- Key Indicators for Battery Materials Demand
      4 China -- Battery Materials Demand by Type
      5 China -- Battery Materials Demand by Application
      6 Japan -- Key Indicators for Battery Materials Demand
      7 Japan -- Battery Materials Demand by Type
      8 Japan -- Battery Materials Demand by Application
      9 South Korea -- Key Indicators for Battery Materials Demand
     10 South Korea -- Battery Materials Demand by Type
     11 South Korea -- Battery Materials Demand by Application
     12 India -- Key Indicators for Battery Materials Demand
     13 India -- Battery Materials Demand by Type
     14 India -- Battery Materials Demand by Application
     15 Indonesia -- Key Indicators for Battery Materials Demand
     16 Indonesia -- Battery Materials Demand by Type
     17 Indonesia -- Battery Materials Demand by Application
     18 Taiwan -- Key Indicators for Battery Materials Demand
     19 Taiwan -- Battery Materials Demand by Type
     20 Taiwan -- Battery Materials Demand by Application
     21 Other Asia/Pacific -- Key Indicators for Battery
          Materials Demand
     22 Other Asia/Pacific -- Battery Materials Demand by Type
     23 Other Asia/Pacific -- Battery Materials Demand
          by Application

        SECTION VII -- OTHER REGIONS
      1 Latin America -- Key Indicators for Battery Materials Demand
      2 Latin America -- Battery Materials Demand
          by Type & Application
      3 Brazil -- Key Indicators for Battery Materials Demand
      4 Brazil -- Battery Materials Demand by Type
      5 Brazil -- Battery Materials Demand by Application
      6 Other Latin America -- Key Indicators for Battery
          Materials Demand
      7 Other Latin America -- Battery Materials Demand by Type
      8 Other Latin America -- Battery Materials Demand
          by Application
      9 Eastern Europe -- Key Indicators for Battery Materials
          Demand
     10 Eastern Europe -- Battery Materials Demand
          by Type & Application
     11 Russia -- Key Indicators for Battery Materials Demand
     12 Russia -- Battery Materials Demand by Type
     13 Russia -- Battery Materials Demand by Application
     14 Poland -- Key Indicators for Battery Materials Demand
     15 Poland -- Battery Materials Demand by Type
     16 Poland -- Battery Materials Demand by Application
     17 Other Eastern Europe -- Key Indicators for Battery
          Materials Demand
     18 Other Eastern Europe -- Battery Materials Demand by Type
     19 Other Eastern Europe -- Battery Materials Demand
          by Application
     20 Africa/Mideast -- Key Indicators for Battery Materials
          Demand
     21 Africa/Mideast -- Battery Materials Demand
          by Type & Application
     22 South Africa -- Key Indicators for Battery Materials Demand
     23 South Africa -- Battery Materials Demand by Type
     24 South Africa -- Battery Materials Demand by Application
     25 Other Africa/Mideast -- Key Indicators for Battery
          Materials Demand
     26 Other Africa/Mideast -- Battery Materials Demand by Type
     27 Other Africa/Mideast -- Battery Materials Demand
          by Application

        SECTION VIII -- INDUSTRY STRUCTURE
      1 Battery Materials Sales by Company, 2007
      2 Selected Cooperative Agreements
      3 Selected Acquisitions & Divestitures

LIST OF CHARTS

        SECTION II -- MARKET ENVIRONMENT
      1 Basic Battery Construction

        SECTION III -- WORLD BATTERY MATERIALS
          OVERVIEW
      1 World Battery Materials Demand by Region, 2007
      2 World Battery Metals Demand by Product, 2007
      3 World Battery Chemicals Demand by Product, 2007
      4 World Primary Battery Materials Demand by Chemistry, 2007
      5 World Secondary Battery Materials Demand
          by Chemistry, 2007

        SECTION IV -- NORTH AMERICA
      1 North America Battery Materials Demand, 2007

        SECTION V -- WESTERN EUROPE
      1 Western Europe Battery Materials Demand, 2007

        SECTION VI -- ASIA/PACIFIC
      1 Asia/Pacific Battery Materials Demand by Country, 2007

        SECTION VIII -- INDUSTRY STRUCTURE
      1 World Lead Battery Materials Market Share, 2007
      2 World Non-Lead Battery Materials Market Share, 2007