{"id":44796,"date":"2025-10-22T15:05:33","date_gmt":"2025-10-22T06:05:33","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/?p=44796"},"modified":"2026-09-11T02:08:21","modified_gmt":"2026-09-10T17:08:21","slug":"electric-vehicle-battery-recycling-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/electric-vehicle-battery-recycling-market-mordor\/","title":{"rendered":"EV\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790 &#8211; \u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3068\u4e88\u6e2c (2025\u5e74\uff5e2030\u5e74)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2025\/12\/electric-vehicle-battery-recycling-market-1752825786971-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2025\/12\/electric-vehicle-battery-recycling-market-size-image-1753247793575.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \u306f\u3058\u3081\u306b<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \u8abf\u67fb\u306e\u524d\u63d0 &amp; \u5e02\u5834\u306e\u5b9a\u7fa9<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \u8abf\u67fb\u306e\u7bc4\u56f2<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \u8abf\u67fb\u65b9\u6cd5<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \u5e02\u5834\u6982\u89b3<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \u5e02\u5834\u6982\u8981<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 EV\u8ca9\u58f2\u306e\u6025\u5897\u306b\u3088\u308b\u4f7f\u7528\u6e08\u307f\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u6d25\u6ce2<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \u53b3\u683c\u306a\u62e1\u5927\u751f\u7523\u8005\u8cac\u4efb\uff08EPR\uff09\u7fa9\u52d9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \u91cd\u8981\u9271\u7269\u4fa1\u683c\u306e\u9ad8\u9a30\u304c\u30ea\u30b5\u30a4\u30af\u30eb\u6750\u6599\u306eROI\u3092\u62bc\u3057\u4e0a\u3052<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 OEM\u306b\u3088\u308b\u4f4e\u70ad\u7d20\u30fb\u5730\u57df\u5316\u3055\u308c\u305f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3078\u306e\u63a8\u9032<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 LFP\u7279\u6709\u306e\u30ea\u30c1\u30a6\u30e0\u56de\u53ce\u7d4c\u6e08\u6027<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 AI\u3092\u6d3b\u7528\u3057\u305f\u81ea\u52d5\u30d1\u30c3\u30af\u5206\u89e3<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \u6e7f\u5f0f\u88fd\u932c\u30d7\u30e9\u30f3\u30c8\u306e\u9ad8CAPEX\u3068\u9577\u3044\u56de\u53ce\u671f\u9593<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \u30d6\u30e9\u30c3\u30af\u30de\u30b9\u306e\u30b9\u30dd\u30c3\u30c8\u4fa1\u683c\u306e\u5909\u52d5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \u9ad8\u96fb\u5727\u30d0\u30c3\u30c6\u30ea\u30fc\u56de\u53ce\u306b\u304a\u3051\u308b\u5b89\u5168\u6027\u3068\u7269\u6d41\u30ea\u30b9\u30af<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \u76f4\u63a5\u30ea\u30b5\u30a4\u30af\u30ebIP\u3092\u5de1\u308b\u7279\u8a31\u306e\u5bc6\u96c6<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \u30d0\u30ea\u30e5\u30fc\/\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5206\u6790<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \u898f\u5236\u74b0\u5883<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \u6280\u8853\u7684\u5c55\u671b<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u529b<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \u4f9b\u7d66\u8005\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \u6d88\u8cbb\u8005\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \u7af6\u4e89\u306e\u6fc0\u3057\u3055<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 \u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u80fd\u529b\u306e\u6982\u8981<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.8.1 \u65e2\u5b58\u30d7\u30e9\u30f3\u30c8\u306e\u5834\u6240\u3068\u80fd\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.8.2 \u767a\u8868\u3055\u308c\u305f\u30d7\u30e9\u30f3\u30c8\u3068\u62e1\u5f35<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.9 \u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u6280\u8853\u306e\u6982\u8981<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.9.1 \u4e7e\u5f0f\u88fd\u932c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.9.2 \u6e7f\u5f0f\u88fd\u932c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.9.3 \u76f4\u63a5\/\u6a5f\u68b0\u5f0f<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.10 \u30ea\u30b5\u30a4\u30af\u30eb\u6280\u8853\u306e\u8cbb\u7528\u5bfe\u52b9\u679c\u8a55\u4fa1<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.11 \u672a\u6765\u306e\u6280\u8853\u30b7\u30d5\u30c8\u3068\u6f5c\u5728\u7684\u306a\u53d7\u76ca\u8005<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\uff08\u91d1\u984d\uff08\u7c73\u30c9\u30eb\uff09\uff09<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \u30d0\u30c3\u30c6\u30ea\u30fc\u5316\u5b66\u7a2e\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\uff08NMC\u3001NCA\u3001LFP\u3001LMO\u3001LCO\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \u30cb\u30c3\u30b1\u30eb\u6c34\u7d20<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \u925b\u84c4\u96fb\u6c60<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \u4f9b\u7d66\u6e90\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 EV\u751f\u7523\u30b9\u30af\u30e9\u30c3\u30d7<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \u4f7f\u7528\u6e08\u307fEV\u30d0\u30c3\u30c6\u30ea\u30fc<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \u30ea\u30b5\u30a4\u30af\u30eb\u30d7\u30ed\u30bb\u30b9\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \u6e7f\u5f0f\u88fd\u932c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \u4e7e\u5f0f\u88fd\u932c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 \u76f4\u63a5\u6cd5 \/ \u6a5f\u68b0\u7684\u304a\u3088\u3073\u305d\u306e\u4ed6\u306e\u65b0\u8208\u6280\u8853<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \u8eca\u7a2e\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \u4e8c\u8f2a\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \u4e09\u8f2a\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \u4e57\u7528\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 \u5c0f\u578b\u5546\u7528\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \u4e2d\u578b\u304a\u3088\u3073\u5927\u578b\u5546\u7528\u8eca<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.6 \u30d0\u30b9\u30fb\u30b3\u30fc\u30c1<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \u56de\u53ce\u6750\u6599\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \u30ea\u30c1\u30a6\u30e0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \u30b3\u30d0\u30eb\u30c8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \u30cb\u30c3\u30b1\u30eb<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \u30de\u30f3\u30ac\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u304a\u3088\u3073\u305d\u306e\u4ed6<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.6 \u5730\u57df\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.6.1 \u5317\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.1 \u7c73\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.2 \u30ab\u30ca\u30c0<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.3 \u305d\u306e\u4ed6\u306e\u5317\u7c73\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.2 \u5357\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.1 \u30d6\u30e9\u30b8\u30eb<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.2 \u30a2\u30eb\u30bc\u30f3\u30c1\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.3 \u305d\u306e\u4ed6\u306e\u5357\u7c73\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.3 \u6b27\u5dde<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.1 \u30c9\u30a4\u30c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.2 \u30d5\u30e9\u30f3\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.3 \u30a4\u30ae\u30ea\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.4 \u30a4\u30bf\u30ea\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.5 \u30b9\u30da\u30a4\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.6 \u30ce\u30eb\u30a6\u30a7\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.7 \u30aa\u30e9\u30f3\u30c0<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.8 \u30ed\u30b7\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.9 \u305d\u306e\u4ed6\u306e\u6b27\u5dde\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.4 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.1 \u4e2d\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.2 \u65e5\u672c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.3 \u30a4\u30f3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.4 \u97d3\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.5 \u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.6 \u30a4\u30f3\u30c9\u30cd\u30b7\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.7 \u30bf\u30a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.8 \u305d\u306e\u4ed6\u306e\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.5 \u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.1 \u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.2 \u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.3 \u305d\u306e\u4ed6\u306e\u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab\u5730\u57df<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \u7af6\u5408\u60c5\u52e2<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \u5e02\u5834\u96c6\u4e2d\u5ea6<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \u6226\u7565\u7684\u52d5\u5411<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.4 \u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\uff08\u30b0\u30ed\u30fc\u30d0\u30eb\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u5e02\u5834\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5229\u7528\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u60c5\u5831\u3001\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u9806\u4f4d\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3001SWOT\u5206\u6790\u3001\u304a\u3088\u3073\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080\uff09<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 ACCUREC Recycling GmbH<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 American Manganese Inc. (RecycLiCo Battery Materials Inc.)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 Aqua Metals, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 Ascend Elements, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 Call2Recycle, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 Eco-Bat Technologies Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 Fortum Battery Recycling (Fortum Oyj)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 Li-Cycle Holdings Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 Redwood Materials, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 Servicios Industriales de Tratamiento y Reciclaje Ambiental S.A. de C.V. (SITRASA)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 Umicore SA\/NV<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 Glencore plc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 Guangdong Brunp Recycling Technology Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 GEM Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 Duesenfeld GmbH<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 Retriev Technologies Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 Veolia Environnement S.A.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 Ganfeng Lithium Group Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 RecyBat (Soci\u00e9t\u00e9 Nouvelle d&#8217;Affinage des M\u00e9taux \u2013 SNAM)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 TES-AMM Pte Ltd. (TES Sustainable Technology Solutions)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b<\/p>\n","protected":false},"excerpt":{"rendered":"<p>EV\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u306e\u6982\u8981<\/p>\n<p>EV\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u306f\u30012025\u5e74\u306b\u306f38.8\u5104\u7c73\u30c9\u30eb\u3068\u63a8\u5b9a\u3055\u308c\u30012030\u5e74\u307e\u3067\u306b155.8\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u4e88\u6e2c\u671f\u9593\uff082025\u5e74\uff5e2030\u5e74\uff09\u306b\u304a\u3044\u3066\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff0932.05%\u3067\u529b\u5f37\u304f\u6210\u9577\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u3053\u306e\u6210\u9577\u306f\u3001\u898f\u5236\u5727\u529b\u306e\u9ad8\u307e\u308a\u3001\u4f7f\u7528\u6e08\u307f\uff08EOL\uff09\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u5897\u52a0\u3001\u539f\u6750\u6599\u4fa1\u683c\u306e\u5909\u52d5\u3001\u305d\u3057\u3066\u6e7f\u5f0f\u88fd\u932c\u3084\u76f4\u63a5\u30ea\u30b5\u30a4\u30af\u30eb\u3068\u3044\u3063\u305f\u6280\u8853\u306e\u6210\u719f\u306b\u3088\u3063\u3066\u63a8\u9032\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u3068\u30ea\u30b5\u30a4\u30af\u30e9\u30fc\u9593\u306e\u6226\u7565\u7684\u63d0\u643a\u3082\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u77ed\u7e2e\u3001\u8f38\u9001\u6392\u51fa\u91cf\u306e\u524a\u6e1b\u3001\u91cd\u8981\u9271\u7269\u306e\u78ba\u4fdd\u306b\u8ca2\u732e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306f\u3001\u672a\u958b\u62d3\u306e\u5730\u57df\u3084\u30ea\u30f3\u9178\u9244\u30ea\u30c1\u30a6\u30e0\uff08LFP\uff09\u306e\u3088\u3046\u306a\u7279\u5b9a\u306e\u5316\u5b66\u7269\u8cea\u306b\u304a\u3044\u3066\u3001\u4f9d\u7136\u3068\u3057\u3066\u5927\u304d\u306a\u6210\u9577\u306e\u4f59\u5730\u3092\u79d8\u3081\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30a2\u30b8\u30a2\u306b\u304a\u3051\u308b\u4e8c\u8f2a\u8eca\u306e\u6025\u901f\u306a\u96fb\u52d5\u5316\u306f\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u56de\u53ce\u91cf\u3068\u30ea\u30b5\u30a4\u30af\u30eb\u30d7\u30ed\u30bb\u30b9\u306e\u9769\u65b0\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<\/p>\n<p>*   \u30d0\u30c3\u30c6\u30ea\u30fc\u5316\u5b66\u5225: \u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u30d0\u30c3\u30c6\u30ea\u30fc\u304c2024\u5e74\u306bEV\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u306e74.17%\u3092\u5360\u3081\u30012030\u5e74\u307e\u306732.17%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u4f9b\u7d66\u6e90\u5225: 2024\u5e74\u306b\u306f\u751f\u7523\u30b9\u30af\u30e9\u30c3\u30d7\u304c54.37%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001EOL\u30d0\u30c3\u30c6\u30ea\u30fc\u306f2030\u5e74\u307e\u306734.15%\u306eCAGR\u3067\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30ea\u30b5\u30a4\u30af\u30eb\u30d7\u30ed\u30bb\u30b9\u5225: \u6e7f\u5f0f\u88fd\u932c\u30d7\u30ed\u30bb\u30b9\u304c2024\u5e74\u306b64.11%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u76f4\u63a5\/\u6a5f\u68b0\u7684\u30ea\u30b5\u30a4\u30af\u30eb\u306f2030\u5e74\u307e\u306732.82%\u306eCAGR\u3067\u9032\u5c55\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u8eca\u4e21\u30bf\u30a4\u30d7\u5225: \u4e8c\u8f2a\u8eca\u304c2024\u5e74\u306b26.73%\u306e\u30b7\u30a7\u30a2\u3092\u5360\u3081\u30012030\u5e74\u307e\u306735.47%\u306eCAGR\u3067\u6700\u3082\u901f\u304f\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u56de\u53ce\u6750\u6599\u5225: \u30ea\u30c1\u30a6\u30e0\u304c2024\u5e74\u306b36.58%\u3092\u5360\u3081\u30012030\u5e74\u307e\u306733.71%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5730\u57df\u5225: \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c2024\u5e74\u306b78.52%\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3057\u30012030\u5e74\u306b\u306f35.12%\u306e\u6700\u901fCAGR\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e16\u754c\u306eEV\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u6d1e\u5bdf<\/p>\n<p>\u63a8\u9032\u8981\u56e0<\/p>\n<p>1.  EV\u8ca9\u58f2\u306e\u6025\u5897\u306b\u3088\u308bEOL\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u6d25\u6ce2: 2015\u5e74\u304b\u30892020\u5e74\u306b\u8ca9\u58f2\u3055\u308c\u305f\u521d\u671f\u306eEV\u30d0\u30c3\u30c6\u30ea\u30fc\u304c\u5bff\u547d\u3092\u8fce\u3048\u3064\u3064\u3042\u308a\u30012030\u5e74\u307e\u3067\u306b\u4e16\u754c\u306eEOL\u30d0\u30c3\u30c6\u30ea\u30fc\u91cf\u306f315 GWh\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002EOL\u30d0\u30c3\u30c6\u30ea\u30fc\u306f\u751f\u7523\u30b9\u30af\u30e9\u30c3\u30d7\u3088\u308a\u3082\u91d1\u5c5e\u6fc3\u5ea6\u304c\u9ad8\u304f\u3001\u5229\u76ca\u7387\u304c25\uff5e35%\u5411\u4e0a\u3057\u307e\u3059\u3002<br \/>\n2.  \u53b3\u683c\u306a\u62e1\u5927\u751f\u7523\u8005\u8cac\u4efb\uff08EPR\uff09\u7fa9\u52d9: EU\u30d0\u30c3\u30c6\u30ea\u30fc\u898f\u52362023\/1542\u306f\u30012031\u5e74\u307e\u3067\u306b\u65b0\u3057\u3044\u30d0\u30c3\u30c6\u30ea\u30fc\u306b\u30b3\u30d0\u30eb\u30c816%\u3001\u30ea\u30c1\u30a6\u30e06%\u3001\u30cb\u30c3\u30b1\u30eb6%\u306e\u6700\u4f4e\u30ea\u30b5\u30a4\u30af\u30eb\u542b\u6709\u91cf\u3092\u7fa9\u52d9\u4ed8\u3051\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u306e\u751f\u7523\u8005\u8cac\u4efb\u67a0\u7d44\u307f\u3084\u7c73\u56fd\u306e\u5dde\u6cd5\u3082\u3001\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u3092\u6295\u6a5f\u7684\u306a\u4e8b\u696d\u304b\u3089\u898f\u5236\u3055\u308c\u305f\u516c\u76ca\u4e8b\u696d\u3078\u3068\u5909\u9769\u3057\u3001\u5b89\u5b9a\u3057\u305f\u4f9b\u7d66\u91cf\u3068\u53ce\u76ca\u6e90\u3092\u4fdd\u8a3c\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n3.  \u91cd\u8981\u9271\u7269\u4fa1\u683c\u306e\u9ad8\u9a30\u306b\u3088\u308b\u30ea\u30b5\u30a4\u30af\u30eb\u6750\u6599\u306eROI\u5411\u4e0a: \u30ea\u30c1\u30a6\u30e0\u4fa1\u683c\u306f2022\u5e74\u306e\u30d4\u30fc\u30af\u304b\u3089\u4e0b\u843d\u3057\u305f\u3082\u306e\u306e\u30012020\u5e74\u30ec\u30d9\u30eb\u306e3\u500d\u3092\u7dad\u6301\u3057\u3066\u304a\u308a\u3001\u30b3\u30d0\u30eb\u30c8\u3082\u5065\u5168\u306a\u30b9\u30d7\u30ec\u30c3\u30c9\u3092\u4fdd\u3063\u3066\u3044\u307e\u3059\u3002\u30ea\u30b5\u30a4\u30af\u30eb\u3055\u308c\u305f\u70ad\u9178\u30ea\u30c1\u30a6\u30e0\u306f\u3001\u786c\u5ca9\u63a1\u6398\u306b\u6bd4\u3079\u3066\u30a8\u30cd\u30eb\u30ae\u30fc\u6d88\u8cbb\u304c80%\u4ee5\u4e0a\u5c11\u306a\u304f\u3001\u5730\u653f\u5b66\u7684\u6df7\u4e71\u306f\u56fd\u5185\u3067\u8abf\u9054\u3055\u308c\u305f\u30ea\u30b5\u30a4\u30af\u30eb\u91d1\u5c5e\u306e\u30d7\u30ec\u30df\u30a2\u30e0\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n4.  OEM\u306b\u3088\u308b\u4f4e\u70ad\u7d20\u30fb\u5730\u57df\u5316\u3055\u308c\u305f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3078\u306e\u63a8\u9032: \u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306f\u3001Scope 3\u6392\u51fa\u91cf\u3092\u524a\u6e1b\u3057\u3001\u539f\u6750\u6599\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3059\u308b\u305f\u3081\u306b\u30af\u30ed\u30fc\u30ba\u30c9\u30eb\u30fc\u30d7\u53d6\u5f15\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002BMW\u3068Redwood Materials\u306e\u63d0\u643a\u3084\u3001\u30c8\u30e8\u30bf\u3068LG Energy Solution\u306e\u5408\u5f01\u4e8b\u696d\u306a\u3069\u304c\u305d\u306e\u4f8b\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30ea\u30b5\u30a4\u30af\u30e9\u30fc\u306f\u5b89\u5b9a\u3057\u305f\u5f15\u304d\u53d6\u308a\u5148\u3092\u78ba\u4fdd\u3057\u3001\u8fc5\u901f\u306a\u80fd\u529b\u62e1\u5927\u304c\u4fc3\u9032\u3055\u308c\u307e\u3059\u3002<br \/>\n5.  LFP\u7279\u6709\u306e\u30ea\u30c1\u30a6\u30e0\u56de\u53ce\u7d4c\u6e08\u6027: LFP\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u30ea\u30c1\u30a6\u30e0\u56de\u53ce\u7d4c\u6e08\u6027\u304c\u5411\u4e0a\u3057\u3066\u304a\u308a\u3001\u7279\u306b\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u3067\u5e02\u5834\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n6.  AI\u3092\u6d3b\u7528\u3057\u305f\u81ea\u52d5\u30d1\u30c3\u30af\u5206\u89e3: AI\u3092\u6d3b\u7528\u3057\u305f\u30ed\u30dc\u30c3\u30c8\u6280\u8853\u306f\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u5206\u89e3\u30b3\u30b9\u30c8\u309260%\u524a\u6e1b\u3057\u3001\u30e9\u30a4\u30f3\u306e\u5b89\u5168\u6027\u3092\u5411\u4e0a\u3055\u305b\u3001\u5c0f\u898f\u6a21\u3067\u5229\u76ca\u7387\u306e\u4f4e\u3044\u30d1\u30c3\u30af\u5f62\u5f0f\u306e\u30ea\u30b5\u30a4\u30af\u30eb\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6291\u5236\u8981\u56e0<\/p>\n<p>1.  \u6e7f\u5f0f\u88fd\u932c\u30d7\u30e9\u30f3\u30c8\u306e\u9ad8CAPEX\u3068\u9577\u3044\u56de\u53ce\u671f\u9593: \u65b0\u898f\u306e\u6e7f\u5f0f\u88fd\u932c\u30e9\u30a4\u30f3\u306f\u591a\u984d\u306e\u8cbb\u7528\u304c\u304b\u304b\u308a\u3001\u640d\u76ca\u5206\u5c90\u70b9\u306b\u9054\u3059\u308b\u307e\u3067\u306b\u6700\u592710\u5e74\u304b\u304b\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u5f37\u529b\u306a\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u3092\u6301\u3064\u65e2\u5b58\u4f01\u696d\u306b\u6709\u5229\u3067\u3042\u308a\u3001\u65b0\u898f\u53c2\u5165\u8005\u306b\u306f\u8ab2\u984c\u3068\u306a\u308a\u307e\u3059\u3002<br \/>\n2.  HV\u30d0\u30c3\u30c6\u30ea\u30fc\u56de\u53ce\u306b\u304a\u3051\u308b\u5b89\u5168\u6027\u3068\u7269\u6d41\u30ea\u30b9\u30af: \u640d\u50b7\u3057\u305f\u9ad8\u96fb\u5727\u30d0\u30c3\u30c6\u30ea\u30fc\u306f\u5371\u967a\u7269\u3068\u3057\u3066\u6271\u308f\u308c\u3001\u8010\u706b\u6027\u30b3\u30f3\u30c6\u30ca\u3084\u8a8d\u5b9a\u30c9\u30e9\u30a4\u30d0\u30fc\u304c\u5fc5\u8981\u3068\u306a\u308a\u307e\u3059\u3002\u56de\u53ce\u8cbb\u7528\u306f\u5f93\u6765\u306e\u81ea\u52d5\u8eca\u30b9\u30af\u30e9\u30c3\u30d7\u306e40\uff5e60%\u9ad8\u304f\u3001\u4e8b\u6545\u30ea\u30b9\u30af\u306f\u4fdd\u967a\u6599\u3092\u62bc\u3057\u4e0a\u3052\u307e\u3059\u3002<br \/>\n3.  \u30d6\u30e9\u30c3\u30af\u30de\u30b9\u30b9\u30dd\u30c3\u30c8\u4fa1\u683c\u306e\u5909\u52d5\u6027: 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2024\u5e74\u306b\u306f\u751f\u7523\u30b9\u30af\u30e9\u30c3\u30d7\u304cEV\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u306e54.37%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001EOL\u30d0\u30c3\u30c6\u30ea\u30fc\u306f2028\u5e74\u307e\u3067\u306b\u30b9\u30af\u30e9\u30c3\u30d7\u3092\u4e0a\u56de\u308a\u300134.15%\u306eCAGR\u3067\u5897\u52a0\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002EOL\u30d0\u30c3\u30c6\u30ea\u30fc\u306f\u4f7f\u7528\u6e08\u307f\u30d1\u30c3\u30af\u306e\u91d1\u5c5e\u542b\u6709\u91cf\u304c\u6700\u592790%\u3068\u3001\u751f\u7523\u30b9\u30af\u30e9\u30c3\u30d7\u306e60\uff5e70%\u3088\u308a\u3082\u9ad8\u304f\u3001\u5358\u4f4d\u3042\u305f\u308a\u306e\u5229\u76ca\u7387\u304c\u5411\u4e0a\u3057\u307e\u3059\u3002\u30c6\u30b9\u30e9\u306e\u30cd\u30d0\u30c0\u5de5\u5834\u304c\u5e74\u959315,000\u30c8\u30f3\u306e\u30b9\u30af\u30e9\u30c3\u30d7\u3092\u6392\u51fa\u3059\u308b\u4e00\u65b9\u3067\u3001\u4e2d\u56fd\u3067\u306f\u4f7f\u7528\u6e08\u307f\u30d1\u30c3\u30af\u304c\u88fd\u9020\u5ec3\u68c4\u7269\u3092\u4e0a\u56de\u308b\u8ee2\u63db\u70b9\u306b\u8fd1\u3065\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>3. 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Elements\u306eHydro-to-Cathode\u30d7\u30ed\u30bb\u30b9\u306e\u3088\u3046\u306a\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30d5\u30ed\u30fc\u3082\u767b\u5834\u3057\u3066\u3044\u307e\u3059\u3002\u4e7e\u5f0f\u88fd\u932c\u306f\u30a8\u30cd\u30eb\u30ae\u30fc\u96c6\u7d04\u7684\u3067\u3059\u304c\u3001\u6df7\u5408\u5316\u5b66\u7269\u8cea\u3084\u706b\u707d\u640d\u50b7\u30d1\u30c3\u30af\u306e\u524d\u51e6\u7406\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002AI\u642d\u8f09\u30ed\u30dc\u30c3\u30c8\u306f\u5206\u89e3\u30b3\u30b9\u30c8\u309260%\u524a\u6e1b\u3057\u3001\u5b89\u5168\u6027\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>4.  \u8eca\u4e21\u30bf\u30a4\u30d7\u5225\uff1a\u4e8c\u8f2a\u8eca\u304c\u91cf\u3068\u6210\u9577\u3092\u727d\u5f15<br \/>\n    \u4e8c\u8f2a\u8eca\u306f2024\u5e74\u306bEV\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u306e26.73%\u3092\u5360\u3081\u30012030\u5e74\u307e\u306735.47%\u306e\u6700\u901fCAGR\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u30022\uff5e5 kWh\u306e\u5c0f\u578b\u30d1\u30c3\u30af\u306f5\u5e74\u4ee5\u5185\u306b\u4ea4\u63db\u3055\u308c\u308b\u305f\u3081\u3001\u5b89\u5b9a\u3057\u305f\u8fc5\u901f\u306a\u4f9b\u7d66\u6e90\u3068\u306a\u308a\u307e\u3059\u3002\u4e57\u7528\u8eca\u306f\u521d\u671f\u306e\u30c6\u30b9\u30e9Model S\u30d1\u30c3\u30af\u304c\u5bff\u547d\u3092\u8fce\u3048\u308b\u306b\u3064\u308c\u3066\u7d76\u5bfe\u91cf\u3067\u652f\u914d\u7684\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u4e8c\u8f2a\u8eca\u306f\u30d7\u30e9\u30f3\u30c8\u7a3c\u50cd\u7387\u3092\u5e73\u6e96\u5316\u3059\u308b\u4e88\u6e2c\u53ef\u80fd\u306a\u30d4\u30fc\u30af\u91cf\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u5546\u7528\u8eca\u3001\u7279\u306b\u30d0\u30b9\u306f\u3001\u5927\u578b\u30d1\u30c3\u30af\u30b5\u30a4\u30ba\u3068\u30d5\u30ea\u30fc\u30c8\u7ba1\u7406\u306b\u3088\u308b\u56de\u53ce\u7269\u6d41\u306e\u52b9\u7387\u5316\u306b\u3088\u308a\u3001\u9b45\u529b\u7684\u306a\u7d4c\u6e08\u6027\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/p>\n<p>5.  \u56de\u53ce\u6750\u6599\u5225\uff1a\u30ea\u30c1\u30a6\u30e0\u7d4c\u6e08\u304c\u30bb\u30b0\u30e1\u30f3\u30c8\u6210\u9577\u3092\u727d\u5f15<br \/>\n    \u30ea\u30c1\u30a6\u30e0\u306f2024\u5e74\u306b\u53ce\u76ca\u306e36.58%\u3092\u5360\u3081\u3001\u9271\u5c71\u62e1\u5f35\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u4f9b\u7d66\u4e0d\u8db3\u304c\u7d9a\u304f\u305f\u3081\u300133.71%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30b3\u30d0\u30eb\u30c8\u3068\u30cb\u30c3\u30b1\u30eb\u306f\u9ad8\u3044\u5229\u76ca\u7387\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u304c\u3001\u4f4e\u30b3\u30d0\u30eb\u30c8\u8a2d\u8a08\u3078\u306e\u79fb\u884c\u306b\u3088\u308a\u91cf\u304c\u5e0c\u8584\u5316\u3059\u308b\u50be\u5411\u306b\u3042\u308a\u307e\u3059\u3002\u30bb\u30eb\u8cea\u91cf\u306e\u6700\u592725%\u3092\u5360\u3081\u308b\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306f\u672a\u958b\u62d3\u306e\u5206\u91ce\u3067\u3059\u304c\u3001\u4e2d\u56fd\u4f01\u696d\u306f\u3059\u3067\u306b\u30d0\u30c3\u30c6\u30ea\u30fc\u30b0\u30ec\u30fc\u30c9\u306e\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u3092\u7cbe\u88fd\u30fb\u56de\u53ce\u3057\u3066\u3044\u307e\u3059\u3002\u8907\u6570\u306e\u91d1\u5c5e\u3092\u56de\u53ce\u3059\u308b\u7d71\u5408\u578b\u30d7\u30ec\u30a4\u30e4\u30fc\u306f\u3001\u5358\u4e00\u91d1\u5c5e\u5c02\u9580\u5bb6\u306e2\u500d\u306e\u53ce\u76ca\u3092\u9054\u6210\u3057\u3066\u3044\u307e\u3059\u3002\u6b27\u5dde\u306e\u70ad\u7d20\u8abf\u6574\u4fa1\u683c\u306f\u3001\u56fd\u5185\u30ea\u30b5\u30a4\u30af\u30eb\u91d1\u5c5e\u306b30%\u306e\u30d7\u30ec\u30df\u30a2\u30e0\u3092\u52a0\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5730\u57df\u5206\u6790<\/p>\n<p>1.  \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b: 2024\u5e74\u306bEV\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u306e78.52%\u3068\u3044\u3046\u6700\u5927\u306e\u30b7\u30a7\u30a2\u3092\u5360\u3081\u300135.12%\u306e\u6700\u901fCAGR\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u4e2d\u56fd\u304c2024\u5e74\u306b\u7d0460\u4e07\u30c8\u30f3\u306e\u4f7f\u7528\u6e08\u307f\u30d0\u30c3\u30c6\u30ea\u30fc\u3092\u56de\u53ce\u3057\u3001CATL\u306e\u3088\u3046\u306a\u5782\u76f4\u7d71\u5408\u578b\u4f01\u696d\u304c99.6%\u306e\u30ea\u30c1\u30a6\u30e0\u56de\u53ce\u7387\u3092\u9054\u6210\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u8d77\u56e0\u3057\u307e\u3059\u3002\u65e5\u672c\u3068\u97d3\u56fd\u306f\u9ad8\u7d14\u5ea6NMC\u91d1\u5c5e\u30eb\u30fc\u30d7\u306b\u7279\u5316\u3057\u3001\u30a4\u30f3\u30c9\u306e\u4e8c\u8f2a\u8eca\u30d6\u30fc\u30e0\u306f\u5c0f\u578b\u30d1\u30c3\u30af\u306e\u96c6\u4e2d\u3057\u305f\u6d41\u308c\u3092\u4fc3\u9032\u3057\u3066\u3044\u307e\u3059\u3002\u653f\u7b56\u7684\u7fa9\u52d9\u3068\u30d0\u30c3\u30c6\u30ea\u30fc\u30b0\u30ec\u30fc\u30c9\u5869\u306e\u56fd\u5185\u9700\u8981\u306b\u652f\u3048\u3089\u308c\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306e\u5e02\u5834\u898f\u6a21\u306f2030\u5e74\u307e\u3067\u306b\u4ed6\u306e\u5730\u57df\u3092\u51cc\u99d5\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2.  \u6b27\u5dde: 2024\u5e74\u306eEV\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u3092\u727d\u5f15\u3057\u3066\u304a\u308a\u3001\u88fd\u54c1\u6cd5\u306b\u30ea\u30b5\u30a4\u30af\u30eb\u5272\u5f53\u3092\u7d44\u307f\u8fbc\u3093\u3060EU\u898f\u52362023\/1542\u306b\u3088\u3063\u3066\u63a8\u9032\u3055\u308c\u3066\u3044\u307e\u3059\u3002Umicore\u306e10\u4e07\u30c8\u30f3\u4ee5\u4e0a\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3084Hydrovolt\u306e\u80fd\u529b\u304c\u7a3c\u50cd\u3059\u308b\u3053\u3068\u3067\u3001\u5730\u57df\u306e\u30ea\u30b5\u30a4\u30af\u30e9\u30fc\u306f2030\u5e74\u307e\u3067\u306b\u5e74\u9593200\u4e07\u53f0\u306eEV\u306b\u91d1\u5c5e\u3092\u4f9b\u7d66\u3067\u304d\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u671f\u9650\u304c\u8feb\u308a\u3001OEM\u304c\u30b0\u30ea\u30fc\u30f3\u30c7\u30a3\u30fc\u30eb\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3092\u7372\u5f97\u3059\u308b\u305f\u3081\u306b\u5730\u57df\u5185\u30af\u30ed\u30fc\u30ba\u30c9\u30eb\u30fc\u30d7\u3092\u6c42\u3081\u308b\u306b\u3064\u308c\u3066\u3001\u5730\u57df\u306e\u6210\u9577\u306f\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>3.  \u5317\u7c73: \u73fe\u5728\u306e\u57fa\u76e4\u306f\u5c0f\u3055\u3044\u3082\u306e\u306e\u3001\u6025\u901f\u306b\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002DOE\u306e\u52a9\u6210\u91d1\u3084\u30a4\u30f3\u30d5\u30ec\u524a\u6e1b\u6cd5\uff08IRA\uff09\u306e\u30af\u30ec\u30b8\u30c3\u30c8\u304c\u6025\u901f\u306a\u80fd\u529b\u5897\u5f37\u3092\u63a8\u9032\u3057\u3066\u304a\u308a\u3001Redwood Materials\u306e\u30cd\u30d0\u30c0\u30cf\u30d6\u306f2028\u5e74\u307e\u3067\u306b\u5e74\u9593100\u4e07\u53f0\u4ee5\u4e0a\u306eEV\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u30cb\u30e5\u30fc\u30b8\u30e3\u30fc\u30b8\u30fc\u5dde\u306e2024\u5e74\u6cd5\u306f\u3001\u3088\u308a\u5e83\u7bc4\u306a\u5dde\u3067\u306e\u7ba1\u7406\u30b9\u30ad\u30fc\u30e0\u63a1\u7528\u306e\u30c6\u30f3\u30d7\u30ec\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u3001\u56de\u53ce\u30a4\u30f3\u30d5\u30e9\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u30ea\u30b5\u30a4\u30af\u30e9\u30fc\u3068\u30d5\u30a9\u30fc\u30c9\u3084GM\u306e\u3088\u3046\u306a\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u3068\u306e\u4f9b\u7d66\u5951\u7d04\u306b\u3088\u308a\u3001\u5317\u7c73\u306eEV\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u306f2030\u5e74\u307e\u306731%\u306eCAGR\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883<\/p>\n<p>EV\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u306f\u4e2d\u7a0b\u5ea6\u306b\u7d30\u5206\u5316\u3055\u308c\u3066\u304a\u308a\u3001\u4e0a\u4f4d5\u793e\u304c\u4e16\u754c\u306e\u51e6\u7406\u80fd\u529b\u306e\u5927\u90e8\u5206\u3092\u652f\u914d\u3057\u3066\u3044\u307e\u3059\u3002Glencore\u306b\u3088\u308bLi-Cycle\u3078\u306e\u51fa\u8cc7\u3084Norsk Hydro\u306b\u3088\u308bHydrovolt\u306e\u8cb7\u53ce\u306a\u3069\u3001\u9271\u696d\u5927\u624b\u306b\u3088\u308b\u8cb7\u53ce\u306f\u3001\u7d71\u5408\u306e\u6ce2\u304c\u5230\u6765\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u540c\u6642\u306b\u3001Redwood Materials\u3084Ascend Elements\u306e\u3088\u3046\u306a\u6280\u8853\u9769\u65b0\u4f01\u696d\u306f\u300199.99%\u306e\u30ea\u30c1\u30a6\u30e0\u56de\u53ce\u7387\u3092\u9054\u6210\u3059\u308b\u7d71\u5408\u578b\u30cf\u30a4\u30c9\u30ed\u30fb\u30c8\u30a5\u30fb\u30ab\u30bd\u30fc\u30c9\u30d5\u30ed\u30fc\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u306e\u6fc0\u3057\u3055\u306f\u3001\u72ec\u81ea\u306e\u76f4\u63a5\u30ea\u30b5\u30a4\u30af\u30ebIP\u3001AI\u3092\u6d3b\u7528\u3057\u305f\u30ed\u30dc\u30c3\u30c8\u6280\u8853\u3001\u9577\u671f\u7684\u306a\u4f9b\u7d66\u3092\u78ba\u4fdd\u3059\u308b\u5148\u884c\u8005\u5229\u76ca\u306b\u3088\u308b\u4f9b\u7d66\u5951\u7d04\u306a\u3069\u3001\u3044\u304f\u3064\u304b\u306e\u8981\u56e0\u306b\u3088\u3063\u3066\u5f62\u6210\u3055\u308c\u3066\u3044\u307e\u3059\u3002LFP\u7279\u6709\u306e\u30d7\u30ed\u30bb\u30b9\u3001\u30a4\u30f3\u30c9\u306e\u4e8c\u8f2a\u8eca\u30d1\u30c3\u30af\u306e\u30ea\u30b5\u30a4\u30af\u30eb\u3001\u30c7\u30b8\u30bf\u30eb\u30d0\u30c3\u30c6\u30ea\u30fc\u30d1\u30b9\u30dd\u30fc\u30c8\u306e\u3088\u3046\u306a\u4ed8\u52a0\u4fa1\u5024\u30b5\u30fc\u30d3\u30b9\u306a\u3069\u3001\u672a\u958b\u62d3\u306e\u30cb\u30c3\u30c1\u5e02\u5834\u3082\u5b58\u5728\u3057\u307e\u3059\u3002\u5927\u5b66\u306f\u6eb6\u5264\u30d5\u30ea\u30fc\u62bd\u51fa\u306e\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u3092\u7acb\u3061\u4e0a\u3052\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4f01\u696d\u306fEU\u898f\u5236\u3067\u6c42\u3081\u3089\u308c\u308b\u4e0d\u5909\u306e\u30c8\u30ec\u30fc\u30b5\u30d3\u30ea\u30c6\u30a3\u53f0\u5e33\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002LG Energy Solution\u3068\u30c8\u30e8\u30bf\u306e\u63d0\u643a\u306e\u3088\u3046\u306b\u3001\u30bb\u30eb\u30e1\u30fc\u30ab\u30fc\u3068\u30ea\u30b5\u30a4\u30af\u30e9\u30fc\u9593\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3082\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u4e0a\u6d41\u306e\u30b9\u30af\u30e9\u30c3\u30d7\u96c6\u7d04\u3068\u4e0b\u6d41\u306e\u5316\u5b66\u7cbe\u88fd\u3092\u7d71\u5408\u3059\u308b\u4f01\u696d\u306f\u3001\u5546\u54c1\u4fa1\u683c\u306e\u5909\u52d5\u3084\u898f\u5236\u5f37\u5316\u306b\u6700\u3082\u3088\u304f\u5bfe\u5fdc\u3067\u304d\u308b\u7acb\u5834\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>EV\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u696d\u754c\u306e\u4e3b\u8981\u30d7\u30ec\u30a4\u30e4\u30fc<\/p>\n<p>*   Li-Cycle Corp.<br \/>\n*   Umicore SA<br \/>\n*   Redwood Materials<br \/>\n*   Ascend Elements<br \/>\n*   Guangdong Brunp Recycling Technology Co., Ltd.<\/p>\n<p>\u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<\/p>\n<p>*   2024\u5e745\u6708: Bosch Ventures\u304c2\u3064\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u306b\u6295\u8cc7\u3057\u3001\u3053\u306e\u5206\u91ce\u3078\u306e\u4f01\u696d\u30d9\u30f3\u30c1\u30e3\u30fc\u30ad\u30e3\u30d4\u30bf\u30eb\u306e\u95a2\u5fc3\u304c\u9ad8\u307e\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2024\u5e744\u6708: Ascend Elements\u3068Elemental Strategic Metals\u304c\u30dd\u30fc\u30e9\u30f3\u30c9\u3067AE Elemental\u5408\u5f01\u4e8b\u696d\u3092\u7acb\u3061\u4e0a\u3052\u3001\u6771\u6b27\u306e\u51e6\u7406\u80fd\u529b\u3092\u62e1\u5927\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2024\u5e742\u6708: Ascend Elements\u306f\u3001\u7c73\u56fd\u3067\u306e\u6301\u7d9a\u53ef\u80fd\u306a\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\u30d0\u30c3\u30c6\u30ea\u30fc\u6750\u6599\u751f\u7523\u3092\u62e1\u5927\u3059\u308b\u305f\u3081\u306b\u3001\u3055\u3089\u306b1\u51046200\u4e07\u7c73\u30c9\u30eb\u3092\u78ba\u4fdd\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u3053\u306e\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u4e16\u754c\u306e\u96fb\u6c17\u81ea\u52d5\u8eca\uff08EV\uff09\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u306b\u95a2\u3059\u308b\u8a73\u7d30\u306a\u5206\u6790\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u5e02\u5834\u306e\u5b9a\u7fa9\u3001\u8abf\u67fb\u7bc4\u56f2\u3001\u8abf\u67fb\u65b9\u6cd5\u3001\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u6982\u6cc1\u3001\u5e02\u5834\u63a8\u9032\u8981\u56e0\u3001\u5e02\u5834\u6291\u5236\u8981\u56e0\u3001\u30d0\u30ea\u30e5\u30fc\/\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5206\u6790\u3001\u898f\u5236\u74b0\u5883\u3001\u6280\u8853\u7684\u5c55\u671b\u3001\u30dd\u30fc\u30bf\u30fc\u306e\u30d5\u30a1\u30a4\u30d6\u30d5\u30a9\u30fc\u30b9\u5206\u6790\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u80fd\u529b\u306e\u6982\u8981\uff08\u65e2\u5b58\u304a\u3088\u3073\u767a\u8868\u6e08\u307f\u306e\u30d7\u30e9\u30f3\u30c8\u3068\u5bb9\u91cf\uff09\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u30ea\u30b5\u30a4\u30af\u30eb\u6280\u8853\u306e\u6982\u8981\uff08\u4e7e\u5f0f\u88fd\u932c\u3001\u6e7f\u5f0f\u88fd\u932c\u3001\u76f4\u63a5\/\u6a5f\u68b0\u5f0f\uff09\u3001\u30ea\u30b5\u30a4\u30af\u30eb\u6280\u8853\u306e\u8cbb\u7528\u5bfe\u52b9\u679c\u8a55\u4fa1\u3001\u672a\u6765\u306e\u6280\u8853\u30b7\u30d5\u30c8\u3068\u53d7\u76ca\u8005\u306b\u3064\u3044\u3066\u8a73\u8ff0\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u898f\u6a21\u306f\u30012025\u5e74\u306e38.8\u5104\u7c73\u30c9\u30eb\u304b\u30892030\u5e74\u306b\u306f155.8\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u6025\u901f\u306a\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u63a8\u9032\u8981\u56e0\u3068\u3057\u3066\u306f\u3001EV\u8ca9\u58f2\u306e\u6025\u5897\u306b\u4f34\u3046\u4f7f\u7528\u6e08\u307f\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u5927\u91cf\u767a\u751f\u3001\u53b3\u683c\u5316\u3059\u308b\u62e1\u5927\u751f\u7523\u8005\u8cac\u4efb\uff08EPR\uff09\u7fa9\u52d9\u3001\u91cd\u8981\u9271\u7269\u4fa1\u683c\u306e\u9ad8\u9a30\u306b\u3088\u308b\u30ea\u30b5\u30a4\u30af\u30eb\u6750\u6599\u306e\u6295\u8cc7\u53ce\u76ca\u7387\uff08ROI\uff09\u5411\u4e0a\u3001OEM\u306b\u3088\u308b\u4f4e\u70ad\u7d20\u3067\u5730\u57df\u306b\u6839\u5dee\u3057\u305f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u69cb\u7bc9\u3078\u306e\u53d6\u308a\u7d44\u307f\u3001LFP\u30d0\u30c3\u30c6\u30ea\u30fc\u306b\u7279\u5316\u3057\u305f\u30ea\u30c1\u30a6\u30e0\u56de\u53ce\u306e\u7d4c\u6e08\u6027\u3001AI\u3092\u6d3b\u7528\u3057\u305f\u81ea\u52d5\u30d1\u30c3\u30af\u5206\u89e3\u6280\u8853\u306e\u9032\u5c55\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002<\/p>\n<p>\u4e00\u65b9\u3001\u5e02\u5834\u306e\u6291\u5236\u8981\u56e0\u3068\u3057\u3066\u306f\u3001\u6e7f\u5f0f\u88fd\u932c\u30d7\u30e9\u30f3\u30c8\u306e\u9ad8\u984d\u306a\u8a2d\u5099\u6295\u8cc7\uff081\u30d7\u30e9\u30f3\u30c8\u3042\u305f\u308a2\u5104\uff5e4\u5104\u7c73\u30c9\u30eb\uff09\u3001\u6295\u8cc7\u56de\u53ce\u671f\u9593\u306e\u9577\u671f\u5316\uff087\uff5e10\u5e74\uff09\u3001\u30d6\u30e9\u30c3\u30af\u30de\u30b9\u306e\u30b9\u30dd\u30c3\u30c8\u4fa1\u683c\u306e\u5909\u52d5\u6027\u3001\u9ad8\u96fb\u5727\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u56de\u53ce\u306b\u304a\u3051\u308b\u5b89\u5168\u6027\u304a\u3088\u3073\u7269\u6d41\u30ea\u30b9\u30af\u3001\u76f4\u63a5\u30ea\u30b5\u30a4\u30af\u30eb\u306b\u95a2\u3059\u308b\u77e5\u7684\u8ca1\u7523\uff08IP\uff09\u306e\u7279\u8a31\u5bc6\u96c6\u304c\u6307\u6458\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30ea\u30b5\u30a4\u30af\u30eb\u30d7\u30ed\u30bb\u30b9\u5225\u3067\u306f\u3001\u6e7f\u5f0f\u88fd\u932c\u304c64.11%\u306e\u30b7\u30a7\u30a2\u3092\u5360\u3081\u4e3b\u6d41\u3067\u3059\u304c\u3001\u76f4\u63a5\/\u6a5f\u68b0\u7684\u30ea\u30b5\u30a4\u30af\u30eb\u306f\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff0932.82%\u3067\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u308b\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u3059\u3002<\/p>\n<p>\u8eca\u4e21\u30bf\u30a4\u30d7\u5225\u3067\u306f\u3001\u30a2\u30b8\u30a2\u306e\u4e8c\u8f2a\u8eca\u304a\u3088\u3073\u4e09\u8f2a\u8eca\u304c3\uff5e5\u5e74\u3067\u30d0\u30c3\u30c6\u30ea\u30fc\u3092\u4ea4\u63db\u3059\u308b\u305f\u3081\u3001\u30ea\u30b5\u30a4\u30af\u30eb\u91cf\u306b\u304a\u3044\u306638.73%\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u6301\u3061\u3001CAGR 35.47%\u3067\u6210\u9577\u3059\u308b\u91cd\u8981\u306a\u30bb\u30b0\u30e1\u30f3\u30c8\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5730\u57df\u5225\u3067\u306f\u3001\u4e2d\u56fd\u306b\u304a\u3051\u308b\u4f7f\u7528\u6e08\u307f\u30d0\u30c3\u30c6\u30ea\u30fc\u91cf\u306e\u6025\u5897\u3068\u5927\u898f\u6a21\u306a\u51e6\u7406\u80fd\u529b\u306b\u727d\u5f15\u3055\u308c\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304cCAGR 35.12%\u3067\u6700\u3082\u6025\u901f\u306b\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u898f\u5236\u306e\u5f71\u97ff\u3068\u3057\u3066\u3001EU\u30d0\u30c3\u30c6\u30ea\u30fc\u898f\u5236\u306f2031\u5e74\u307e\u3067\u306b\u30b3\u30d0\u30eb\u30c865%\u3001\u30ea\u30c1\u30a6\u30e06%\u306e\u30ea\u30b5\u30a4\u30af\u30eb\u542b\u6709\u91cf\u57fa\u6e96\u3092\u7fa9\u52d9\u4ed8\u3051\u3066\u304a\u308a\u3001\u3053\u308c\u306b\u3088\u308a\u30ea\u30b5\u30a4\u30af\u30eb\u6750\u6599\u306e\u9700\u8981\u304c\u4fdd\u8a3c\u3055\u308c\u3001\u975e\u9075\u5b88\u306b\u5bfe\u3059\u308b\u7f70\u5247\u304c\u5f37\u5316\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u30ea\u30b5\u30a4\u30af\u30eb\u5e02\u5834\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u672c\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u5316\u5b66\uff08\u30ea\u30c1\u30a6\u30e0\u30a4\u30aa\u30f3\uff08NMC\u3001NCA\u3001LFP\u3001LMO\u3001LCO\uff09\u3001\u30cb\u30c3\u30b1\u30eb\u6c34\u7d20\u3001\u925b\u84c4\u96fb\u6c60\u306a\u3069\uff09\u3001\u4f9b\u7d66\u6e90\uff08EV\u751f\u7523\u30b9\u30af\u30e9\u30c3\u30d7\u3001\u4f7f\u7528\u6e08\u307fEV\u30d0\u30c3\u30c6\u30ea\u30fc\uff09\u3001\u30ea\u30b5\u30a4\u30af\u30eb\u30d7\u30ed\u30bb\u30b9\uff08\u6e7f\u5f0f\u88fd\u932c\u3001\u4e7e\u5f0f\u88fd\u932c\u3001\u76f4\u63a5\/\u6a5f\u68b0\u5f0f\u304a\u3088\u3073\u305d\u306e\u4ed6\u306e\u65b0\u8208\u6280\u8853\uff09\u3001\u8eca\u4e21\u30bf\u30a4\u30d7\uff08\u4e8c\u8f2a\u8eca\u3001\u4e09\u8f2a\u8eca\u3001\u4e57\u7528\u8eca\u3001\u5c0f\u578b\u5546\u7528\u8eca\u3001\u4e2d\u578b\u30fb\u5927\u578b\u5546\u7528\u8eca\u3001\u30d0\u30b9\u30fb\u30b3\u30fc\u30c1\uff09\u3001\u56de\u53ce\u6750\u6599\uff08\u30ea\u30c1\u30a6\u30e0\u3001\u30b3\u30d0\u30eb\u30c8\u3001\u30cb\u30c3\u30b1\u30eb\u3001\u30de\u30f3\u30ac\u30f3\u3001\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306a\u3069\uff09\u3001\u304a\u3088\u3073\u5730\u57df\uff08\u5317\u7c73\u3001\u5357\u7c73\u3001\u6b27\u5dde\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u3001\u4e2d\u6771\u30fb\u30a2\u30d5\u30ea\u30ab\u306e\u4e3b\u8981\u56fd\u3092\u542b\u3080\uff09\u5225\u306b\u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\u3092\u8a73\u7d30\u306b\u5206\u6790\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883\u306b\u3064\u3044\u3066\u306f\u3001\u5e02\u5834\u96c6\u4e2d\u5ea6\u3001\u6226\u7565\u7684\u52d5\u5411\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790\u3001\u304a\u3088\u3073ACCUREC Recycling GmbH\u3001American Manganese Inc.\u3001Li-Cycle Holdings Corp.\u3001Redwood Materials, Inc.\u3001Umicore 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