배터리 첨가제 : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the battery additives market size is projected to expand from USD 2.18 billion in 2025 and USD 2.36 billion in 2026 to USD 3.71 billion by 2031, at a CAGR of 9.51% between 2026 and 2031.

Global Battery Additives Market Trends and Insights

Electric Vehicle Battery Production Expansion

Cell-level volume growth remains a central demand driver for the battery additives market because each production line requires repeatable material inputs. LG Energy Solution began production at its Lansing, Michigan, facility in August 2026. The facility targets more than 35GWh of annual cell capacity for LFP energy-storage and NMC electric-vehicle applications. LG Energy Solution plans more than 50GWh of LFP cell-making capacity across North America by the end of 2026. Each additional gigawatt-hour of capacity requires conductive, porous, and nucleating materials during cell production. Parallel growth in LFP and NMC production broadens formulation needs instead of concentrating demand in one chemistry.

Grid-Scale Energy Storage Deployment

Stationary storage is a major source of additional demand for the battery additives market because it uses large volumes of cells outside vehicle production. The International Energy Agency reported 108GW of battery storage additions in 2025. The U.S. Energy Information Administration tracks 24GW of planned utility-scale battery storage additions in the United States during 2026, compared with 15GW in 2025. Grid-scale systems predominantly use LFP cells with additive requirements that differ from automotive NMC cells. Storage growth, therefore, expands the range of additive packages required by battery manufacturers. This demand supports materials designed for long cycle life, stable electrode processing, and reliable operation at utility scale.

High Qualification Costs and Long Cell-Validation Cycles

Long validation cycles limit the speed at which new materials enter the battery additives market. Suppliers must generate performance, safety, processing, and documentation evidence for each customer relationship. The process is not easily transferable between cell makers because specifications vary by chemistry, cell format, and manufacturing approach. Research presented at the Electrochemical Society's 2026 meeting described how multiyear qualification programs can exceed the capital available to emerging United States cell manufacturers. UN 38.3 transportation testing and IEC 62133 requirements add further testing steps for suppliers serving more than one region. Established formulations benefit because their validation record reduces the work required for repeat orders and new customer programs.

Other drivers and restraints analyzed in the detailed report include:

1. Higher-Voltage and Longer-Life Cell Formulations
2. Silicon-Rich Anodes and High-Nickel Cathodes
3. Raw-Material Price Volatility and High-Purity Supply Constraints

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Conductive additives held 36.78% of the battery additives market share in 2025 and are forecast to grow at a 10.34% CAGR through 2031. Carbon black, carbon nanotubes, graphene, and hybrid dispersions form the main product groups. These materials create conductive pathways that support electrode operation. Electrode engineers are moving toward lower-loading formats that preserve active-material density. The shift is relevant for designs that require faster charging and longer cycle life. The battery additives industry uses conductive materials to maintain electron transport within increasingly demanding electrode designs. Birla Carbon introduced Conductex i10 battery-grade carbon black at Interbattery 2025 for next-generation chemistries, including solid-state and lithium-vanadium-oxide batteries. The launch illustrates the shift from general-purpose carbon materials toward chemistry-specific products.

Porous additives hold the second-largest position in the type segmentation. Their surface area and ion-transport characteristics suit high-energy-density electrode designs. Nucleating additives serve more specialized formulations that need controlled crystallization of electrode active materials. These materials can help limit structural degradation during repeated cycling. Other formats include emerging pre-lithiation additives that support system-level optimization. The battery additives industry is also responding to interest in fluorine-free alternatives to PVDF binders and fluorinated co-solvents. This shift could alter value distribution among type categories as alternative formulations reach larger-scale use. Product suppliers must balance electrochemical performance, processing reliability, and compatibility with the customer's cell design. The balance differs across lithium-ion, lead-acid, and emerging battery applications.

Complete Report Scope:

• By Type
  • Conductive Additive
  • Porous Additive
  • Nucleating Additive
  • Others
• By Application
  • Lithium-Ion Batteries
  • Lead-Acid Batteries
  • Others
• By Geography
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Rest of Asia-Pacific
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Rest of Europe
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Middle East and Africa
    • Saudi Arabia
    • South Africa
    • Rest of Middle East and Africa

Geography Analysis

Asia-Pacific accounted for 46.06% of global revenue in 2025 and is forecast to grow at a 10.73% CAGR through 2031. This position reflects established cell manufacturing in China, South Korea, and Japan, alongside a mature battery-material supply base. China's export controls on battery materials took effect on November 8, 2025. The controls increased the focus on supply diversification among non-Chinese buyers who require dependable access to qualified inputs. They also encouraged domestic suppliers to strengthen integrated material supply chains and secure critical components. The battery additives market remains closely linked to the region's depth in lithium-ion production, established battery-material ecosystem, and ability to support several cell chemistries.

North America is expanding as domestic cell manufacturing becomes a policy priority. The United States has 24GW of planned utility-scale storage additions in 2026, supporting LFP-related material demand. LG Energy Solution expects its North American LFP cell-making capacity to exceed 50GWh by the end of 2026. The battery additives market size in the region is supported by local qualification needs as storage and electric vehicle cell plants expand. Suppliers must meet customer requirements for material consistency, technical support, and production readiness. Europe is also reshaping sourcing through battery carbon-footprint disclosure requirements that affect supplier documentation. Germany's announced cell capacity makes the country an important potential center of demand for qualified regional supply.

South America and the Middle East and Africa remain earlier-stage areas for advanced additive demand. Brazil and Argentina support automotive lead-acid production and developing lithium-ion applications. Argentina's lithium resources continue to attract upstream investment attention, although downstream additive demand remains more limited than in major cell-producing regions. Saudi Arabia's renewable energy and storage plans can add demand as local cell and module assembly develops. South Africa's grid instability supports investment in utility and commercial battery storage. Both regions continue to depend largely on imported advanced materials from Asia-Pacific and European suppliers. Local additive production beyond lead-acid formulations depends on broader cell-manufacturing investment, supplier qualification, and demand from domestic battery plants.

1. 3M
2. ALTANA AG
3. Arkema S.A.
4. Ascend Performance Materials
5. BASF
6. Birla Carbon
7. Borregaard AS
8. Cabot Corporation
9. Guangzhou Tinci Materials Technology Co., Ltd.
10. Hammond Group, Inc.
11. Imerys
12. Orion S.A.
13. PENOX GmbH
14. SGL Carbon
15. Shenzhen Capchem Technology Co., Ltd.
16. Taiwan Hopax Chemicals Mfg. Co., Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Electric Vehicle Battery Production Expansion
  • 4.2.2 Grid-Scale Energy Storage Deployment
  • 4.2.3 Higher-Voltage and Longer-Life Cell Formulations
  • 4.2.4 Silicon-Rich Anodes and High-Nickel Cathodes
  • 4.2.5 Regional Gigafactory Qualification and Formulation Localization
• 4.3 Market Restraints
  • 4.3.1 High Qualification Costs and Long Cell-Validation Cycles
  • 4.3.2 Raw-Material Price Volatility and High-Purity Supply Constraints
  • 4.3.3 Additive Loading Trade-Offs with Energy Density
• 4.4 Value Chain Analysis
• 4.5 Porter's Five Forces Analysis
  • 4.5.1 Threat of New Entrants
  • 4.5.2 Bargaining Power of Suppliers
  • 4.5.3 Bargaining Power of Buyers
  • 4.5.4 Threat of Substitutes
  • 4.5.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Type
  • 5.1.1 Conductive Additive
  • 5.1.2 Porous Additive
  • 5.1.3 Nucleating Additive
  • 5.1.4 Others
• 5.2 By Application
  • 5.2.1 Lithium-Ion Batteries
  • 5.2.2 Lead-Acid Batteries
  • 5.2.3 Others
• 5.3 By Geography
  • 5.3.1 Asia-Pacific
    • 5.3.1.1 China
    • 5.3.1.2 India
    • 5.3.1.3 Japan
    • 5.3.1.4 South Korea
    • 5.3.1.5 Rest of Asia-Pacific
  • 5.3.2 North America
    • 5.3.2.1 United States
    • 5.3.2.2 Canada
    • 5.3.2.3 Mexico
  • 5.3.3 Europe
    • 5.3.3.1 Germany
    • 5.3.3.2 United Kingdom
    • 5.3.3.3 France
    • 5.3.3.4 Italy
    • 5.3.3.5 Rest of Europe
  • 5.3.4 South America
    • 5.3.4.1 Brazil
    • 5.3.4.2 Argentina
    • 5.3.4.3 Rest of South America
  • 5.3.5 Middle East and Africa
    • 5.3.5.1 Saudi Arabia
    • 5.3.5.2 South Africa
    • 5.3.5.3 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share (%)**/Ranking Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Products and Services, Recent Developments)
  • 6.4.1 3M
  • 6.4.2 ALTANA AG
  • 6.4.3 Arkema S.A.
  • 6.4.4 Ascend Performance Materials
  • 6.4.5 BASF
  • 6.4.6 Birla Carbon
  • 6.4.7 Borregaard AS
  • 6.4.8 Cabot Corporation
  • 6.4.9 Guangzhou Tinci Materials Technology Co., Ltd.
  • 6.4.10 Hammond Group, Inc.
  • 6.4.11 Imerys
  • 6.4.12 Orion S.A.
  • 6.4.13 PENOX GmbH
  • 6.4.14 SGL Carbon
  • 6.4.15 Shenzhen Capchem Technology Co., Ltd.
  • 6.4.16 Taiwan Hopax Chemicals Mfg. Co., Ltd.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment