미국의 리튬 화학제품 시장 - 규모, 점유율, 동향 분석 보고서 : 제품별, 최종 용도별, 지역별, 부문별 예측(2025-2030년)

U.S. Lithium Chemicals Market Summary

The U.S. lithium chemicals market size was estimated at USD 8.10 billion in 2024 and is projected to grow at a CAGR of 19.6% from 2025 to 2030. The market growth is primarily driven by the increasing adoption of electric vehicles (EVs), advancements in battery technologies, and supportive government policies aimed at reducing carbon emissions and transitioning towards sustainable energy sources.

The rapid adoption of EVs significantly contributes to the increased demand for lithium chemicals. Lithium-ion batteries, essential for EVs, rely heavily on compounds like lithium carbonate and lithium hydroxide. In addition, the growing need for energy storage systems to integrate renewable energy sources into the grid further drives the demand for lithium-based batteries. Advancements in battery technology, including the development of solid-state batteries, enhance energy density and safety, thereby increasing the demand for high-purity lithium chemicals.

Continuous research and development within the U.S. significantly advanced battery technologies, resulting in improved energy density, faster charging speeds, and enhanced overall performance of lithium-ion batteries. Innovations such as solid-state batteries, largely developed by U.S.-based firms and institutions, promise superior efficiency and safety. These developments are accelerating demand for high-purity lithium chemicals, critical for applications ranging from smartphones to grid-scale renewable energy storage systems.

The U.S. federal and state governments are actively implementing policies to promote clean energy adoption and reduce fossil fuel dependency. Incentives such as the Inflation Reduction Act (IRA), federal EV tax credits, and investments in domestic battery production and EV infrastructure are creating a favorable regulatory and funding environment. These measures are designed to stimulate domestic lithium demand while strengthening the national clean energy supply chain.

Market Concentration & Characteristics

The U.S. lithium chemicals industry is moderately consolidated, with key players like Albemarle Corporation holding substantial market shares. These companies benefit from integrated supply chains, proprietary extraction and purification technologies, and strong relationships with battery manufacturers. Their established distribution networks and investments in product innovation further reinforce their market positions.

The U.S. lithium chemical industry is witnessing increasing participation from regional and niche players, particularly in states rich in lithium resources. These entrants often leverage cost-efficient production methods and access to abundant lithium reserves. This dynamic fosters price competition, especially in bulk or commodity-grade segments such as lithium carbonate and lithium hydroxide.

The U.S. lithium chemical industry is technology-intensive, with ongoing R&D in extraction methods aiming to produce at scale with better efficiency and environmental profiles. Innovation in battery technologies, such as solid-state batteries and lithium iron phosphate chemistries, is also reshaping competitive dynamics and product development strategies.

U.S. Lithium Chemicals Market Report Segmentation

This report forecasts volume & revenue growth at a U.S. level and provides an analysis of the latest industry trends in each of the sub-segments from 2018 to 2030. For this study, Grand View Research has segmented the U.S. lithium chemicals market report based on product, end use, and region:

• Product Outlook (Volume, Kilotons; Revenue, USD Billion, 2018 - 2030)
• Carbonate
• Hydroxide
• Chloride
• Others
• End Use Outlook (Volume, Kilotons; Revenue, USD Billion, 2018 - 2030)
• Automotive
• Consumer Electrical
• Industrial
• Other End Use

Table of Contents

Chapter 1. Methodology and Scope

• 1.1. Research Methodology
  • 1.1.1. Market Segmentation
  • 1.1.2. Market Definition
• 1.2. Research Scope & Assumptions
• 1.3. Information Procurement
  • 1.3.1. Purchased Database
  • 1.3.2. GVR's Internal Database
  • 1.3.3. Secondary Sources & Third-Party Perspectives
  • 1.3.4. Primary Research
• 1.4. Information Analysis
  • 1.4.1. Data Analysis Models
• 1.5. Market Formulation & Data Visualization
• 1.6. Data Validation & Publishing
• 1.7. List of Abbreviations

Chapter 2. Executive Summary

• 2.1. Market Snapshot, 2024 (USD Billion)
• 2.2. Segmental Snapshot
• 2.3. Competitive Landscape Snapshot

Chapter 3. U.S. Lithium Chemicals Market Variables, Trends, and Scope

• 3.1. Market Lineage Outlook
• 3.2. Industry Value Chain Analysis
  • 3.2.1. Raw Product Trends
  • 3.2.2. Technology Trends
  • 3.2.3. Sales Channel Analysis
• 3.3. Price Trend Analysis, 2018 - 2030
  • 3.3.1. Factors Influencing Prices
• 3.4. Regulatory Framework
• 3.5. Market Dynamics
  • 3.5.1. Market Driver Analysis
  • 3.5.2. Market Restraint Analysis
  • 3.5.3. Market Opportunity Analysis
  • 3.5.4. Market Challenge Analysis
• 3.6. Business Environment Analysis
  • 3.6.1. Porter's Five Forces Analysis
  • 3.6.2. PESTEL Analysis

Chapter 4. U.S. Lithium Chemicals Market: Product Estimates & Trend Analysis

• 4.1. Key Takeaways
• 4.2. Product Movement Analysis & Market Share, 2024 & 2030
  • 4.2.1. Carbonate
    • 4.2.1.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
  • 4.2.2. Hydroxide
    • 4.2.2.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
  • 4.2.3. Chloride
    • 4.2.3.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
  • 4.2.4. Others
    • 4.2.4.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)

Chapter 5. U.S. Lithium Chemicals Market: End Use Estimates & Trend Analysis

• 5.1. Key Takeaways
• 5.2. End Use Movement Analysis & Market Share, 2024 & 2030
  • 5.2.1. Automotive
    • 5.2.1.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
  • 5.2.2. Consumer Electrical
    • 5.2.2.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
  • 5.2.3. Industrial
    • 5.2.3.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)
  • 5.2.4. Other end use
    • 5.2.4.1. Market estimates and forecasts, 2018 - 2030 (Kilotons) (USD Billion)

Chapter 6. Competitive Landscape

• 6.1. Key U.S. Players & Recent Developments & Their Impact on the Industry
• 6.2. Company/Competition Categorization
• 6.3. Company Market Position Analysis, 2024
• 6.4. Company Heat Map Analysis
• 6.5. Strategy Mapping
  • 6.5.1. Expansions
  • 6.5.2. Mergers & Acquisitions
  • 6.5.3. Collaborations/Partnerships/Agreements
  • 6.5.4. New Product Launches
  • 6.5.5. Others

Chapter 7. Company Listing (Overview, Financial Performance, Products Overview)

• 7.1. Albemarle Corporation
  • 7.1.1. Company Overview
  • 7.1.2. Financial Performance
  • 7.1.3. Product Benchmarking
• 7.2. Arcadium Lithium
  • 7.2.1. Company Overview
  • 7.2.2. Financial Performance
  • 7.2.3. Product Benchmarking
• 7.3. Lithium Americas Corp.
  • 7.3.1. Company Overview
  • 7.3.2. Financial Performance
  • 7.3.3. Product Benchmarking
• 7.4. ProChem, Inc. International
  • 7.4.1. Company Overview
  • 7.4.2. Financial Performance
  • 7.4.3. Product Benchmarking
• 7.5. FMC Corporation
  • 7.5.1. Company Overview
  • 7.5.2. Financial Performance
  • 7.5.3. Product Benchmarking
• 7.6. American Elements
  • 7.6.1. Company Overview
  • 7.6.2. Financial Performance
  • 7.6.3. Product Benchmarking
• 7.7. Merck KGaA
  • 7.7.1. Company Overview
  • 7.7.2. Financial Performance
  • 7.7.3. Product Benchmarking