1. | EXECUTIVE SUMMARY |
1.1. | Key Report Findings |
1.2. | Additives Optimize Performance of Li-ion Batteries |
1.3. | Growing Li-ion Market Creates Demand for Additives |
1.4. | Dry Electrode Processing an Emerging Option with Unique Binders |
1.5. | Multiple Dry Processing Methods Being Explored |
1.6. | New Binders Must Meet Key Criteria |
1.7. | Non-PFAS Cathode Binders in Development By TRL 1-9 |
1.8. | Conductive Additives are Critical to Li-ion Operation |
1.9. | Comparing Conductive Additives |
1.10. | Carbon Black is The Leading Conductive Additive |
1.11. | Key Measures of Carbon Black Performance in Batteries |
1.12. | CNTs On the Rise as Conductive Additives |
1.13. | CNTs Vary in Price & Production Scale |
1.14. | Commercialization of Graphene Conductive Additives Accelerating |
1.15. | Electrolyte Additives More Critical & Varied Than Ever |
1.16. | Eliminating PFAS From Electrolytes |
1.17. | Battery Additive Material Demand (kilotonnes) 2025-2036 By Additive Type |
1.18. | Battery Additive Market Size (US$ Billion) 2025-2036 By Additive Type |
1.19. | Binder Material Demand (kilotonnes) 2025-2036 By Material |
1.20. | Conductive Additive Material Demand (kilotonnes) 2025-2036 By Material |
1.21. | Electrolyte Additive Material Demand (kilotonnes) 2025-2036 By Type |
1.22. | Battery Additive Material Demand (kilotonnes) 2025-2036 By Material |
1.23. | Access More With an IDTechEx Subscription |
2. | INTRODUCTION TO LI-ION BATTERIES AND ADDITIVES |
2.1. | Li-ion Batteries Overview |
2.1.1. | What is a Li-ion Battery? |
2.1.2. | Lithium Battery Chemistries |
2.1.3. | Why Lithium? |
2.1.4. | Key Markets & Applications for Li-ion Batteries |
2.1.5. | EVs Generating Growing Li-ion Demand |
2.1.6. | Li-ion Battery Additives |
2.1.7. | Why Do Li-ion Batteries Need Additives? |
2.1.8. | Additive Development is Driven by Tradeoffs |
2.1.9. | Types of Battery Additives |
2.1.10. | More Information in Related IDTechEx Reports |
3. | BINDERS |
3.1. | Binders for Slurry-Based Electrode Processing |
3.1.1. | Wet/Slurry-Based Electrode Processing |
3.1.2. | Binder Properties & Examples |
3.1.3. | Key Binder Manufacturers |
3.1.4. | Alternative Binders for Cathodes |
3.1.5. | Binders for Silicon Anodes |
3.1.6. | Example Si-Anode Binder Systems from Patents (1) |
3.1.7. | Example Si-Anode Binder Systems from Patents (2) |
3.1.8. | Example Si-Anode Binder Systems |
3.2. | Binders for Dry Electrode Processing |
3.2.1. | Dry Electrode Processing |
3.2.2. | Benefits of Dry Electrode Processing |
3.2.3. | Dry Powder Deposition Methods & Potential Binders |
3.2.4. | Commercialization of Dry Electrode Processes |
3.2.5. | Tesla: Commercialization of Polymer Fibrillation |
3.2.6. | Results: Polymer Fibrillation |
3.2.7. | Commercialization of Dry Spraying Deposition |
3.2.8. | LG Energy Storage: Dry Electrode Commercialization Plans & Patent Analysis |
3.2.9. | LG Energy Storage: Dry Electrode Patent Analysis |
3.2.10. | Blue Solutions: Melt Extrusion |
3.2.11. | PowerCo: Commercializing Powder Compression |
3.2.12. | The Future of Dry Electrode Processes |
4. | CONDUCTIVE ADDITIVES |
4.1. | Conductive Additive Benchmarking |
4.1.1. | Conductive Additives |
4.1.2. | Overview of Advanced Carbon |
4.1.3. | Benchmarking of Conductive Additives |
4.1.4. | Key Manufacturers of Conductive Additives |
4.2. | Carbon Black |
4.2.1. | Carbon Black Overview |
4.2.2. | Carbon Black Production Processes |
4.2.3. | Global Carbon Black Market |
4.2.4. | Key Measures of Carbon Black Performance in Batteries |
4.2.5. | Disordered vs Graphitic Carbon in Nanoparticles |
4.2.6. | Nouryon: Ketjen Black |
4.2.7. | Imerys: Super P and Super C65 |
4.2.8. | Ketjen Black vs. Super P: Pore Size Distribution |
4.2.9. | Cabot: LITX Series Carbon Blacks |
4.2.10. | Birla Carbon |
4.2.11. | Surface Functionalization of Carbon Black |
4.3. | Graphite |
4.3.1. | Graphite Properties and Applications |
4.3.2. | Synthetic vs. Natural Graphite |
4.3.3. | Graphite as a Conductive Additive |
4.3.4. | Imerys: L-Series Graphite |
4.3.5. | SGL Carbon |
4.4. | Carbon Nanofiber |
4.4.1. | Introduction to Carbon Nanofiber |
4.4.2. | Carbon Nanofibers as an Additive |
4.4.3. | Techno-Economic Evaluation of Nanofibers |
4.4.4. | Resonac VGCF |
4.5. | Carbon Nanotubes (CNTs) |
4.5.1. | Introduction to CNTs |
4.5.2. | CNTs: Ideal vs Reality |
4.5.3. | CNTs in Li-ion Batteries |
4.5.4. | Price Position of CNTs: SWCNTs vs. MWCNTs |
4.5.5. | Global Production Capacity of CNTs |
4.5.6. | Key Supply Relationships for CNTs in Li-ion Batteries |
4.5.7. | Results: Impact of CNT Use in Li-ion Electrodes (1) |
4.5.8. | Results: Impact of CNT Use in Li-ion Electrodes (2) |
4.5.9. | Results: SWCNT Improves LFP Cycle Life |
4.5.10. | Results: Improved Performance at Higher C-Rate |
4.5.11. | Results: CNTs for Silicon Anodes |
4.5.12. | Significance of CNT Dispersion |
4.5.13. | Cabot Carbon Nanostructures (CNS) |
4.5.14. | Hybrid Conductive Carbons Using CNTs |
4.5.15. | Combining CNTs with Carbon Black |
4.5.16. | Carbon Nanotubes 2025-2035: Market, Technology & Players |
4.6. | Graphene |
4.6.1. | Introduction to Graphene |
4.6.2. | The Role of Grpahene in Batteries |
4.6.3. | Key Graphene Players in Battery Market (1) |
4.6.4. | Key Graphene Players in Battery Market (2) |
4.6.5. | Results: Graphene Enhances Performance at Lower Loadings |
4.6.6. | Combining Graphene with Other Conductive Additives |
4.6.7. | Results: Graphene in Si-Anodes |
4.6.8. | Commercialization of Graphene Production |
4.6.9. | Product Specifications of Key Players |
4.6.10. | Hydrograph Graphene Slurries for Batteries |
4.6.11. | Graphene Market & 2D Materials Assessment 2024-2034: Technologies, Markets, Players |
5. | ELECTROLYTE ADDITIVES |
5.1. | Introduction to Electrolyte Additives |
5.1.1. | Introduction to Li-ion Electrolytes |
5.1.2. | Developments in Formulated Electrolytes |
5.1.3. | The Rise of Electrolyte Additives |
5.1.4. | Electrolyte Patent Comparisons - Key Battery Players |
5.1.5. | Electrolyte Patent Comparisons - Key Electrolyte Players |
5.1.6. | Electrolyte Additives Examples |
5.1.7. | Electrolyte Value Chain |
5.2. | Electrolyte Additive Categories & Examples |
5.2.1. | Lithium Salt Electrolyte Additives |
5.2.2. | Li Salt Additives: LiTFSI & LiFSI |
5.2.3. | Li Salt Additives: LiTDI, LiTA, & LiBOB |
5.2.4. | Li Salt Additives: LiDFOB and Other Li Salts |
5.2.5. | Organic Carbonate Additives |
5.2.6. | Sulfur-Containing & Silicon-Containing Additives |
5.2.7. | Fluorinated Electrolyte Additives |
5.2.8. | Electrolyte & Electrolyte Additives Overview |
5.3. | Key Suppliers & Case Studies |
5.3.1. | Arkema |
5.3.2. | Solvay (1) |
5.3.3. | Solvay (2) |
5.3.4. | Tinci Materials |
5.3.5. | Trinohex Ultra |
5.3.6. | Electrolyte Additive Startups: Halocarbon & Elyte Innovations |
5.3.7. | Electrolyte Additive Startups: South 8 & New Dominion |
5.3.8. | CATL Additive-Related Patents (1) |
5.3.9. | CATL Additive-Related Patents (2) |
5.3.10. | More Electrolyte Additive Patents |
6. | OTHER ADDITIVES |
6.1. | Foil Coatings |
6.1.1. | Current Collector Foils & The Need for Coatings |
6.1.2. | Types of Foil Coatings |
6.1.3. | Arkema: Incellion Aqueous Foil Coating |
6.1.4. | Carbon-Based Coatings: Armor Films & Chalco Aluminium |
6.1.5. | LG: Thermal Suppression Coating |
6.2. | Slurry Additives |
6.2.1. | Electrode Slurries & The Importance of Additives |
6.2.2. | Case Studies: Huntsman |
6.2.3. | Case Studies: Kao - Luna Ace |
6.2.4. | Further Case Studies: Borregaard, Cargill, and Arkema |
6.2.5. | Further Case Studies: Evonik & Dow Chemical |
6.3. | Pre-Lithiation Electrode Additives |
6.3.1. | The Need for Pre-Lithiation & Key Strategies |
6.3.2. | Cathode Pre-Lithiation Additives |
6.3.3. | Pre-Lithiation and 'Zero Degradation' Batteries |
6.3.4. | Pre-Lithiation Additive Example: CATL (1) |
6.3.5. | Pre-Lithiation Additive Example: CATL (2) |
7. | PFAS REMEDIATION IN LI-ION BATTERY ADDITIVES |
7.1. | Introduction to PFAS |
7.1.1. | Introduction to PFAS |
7.1.2. | Applications of PFAS |
7.1.3. | Growing Concerns Around Negative Impacts of PFAS |
7.1.4. | PFAS Regulation Around The World |
7.1.5. | Where is PFAS Used in Batteries? |
7.1.6. | PFAS Substitution vs Management |
7.1.7. | IDTechEx Reports on PFAS |
7.2. | PFAS Removal in Binders |
7.2.1. | Replacing PFAS Binders in Batteries |
7.2.2. | Identifying Potential Binders Among Non-PFAS Polymers |
7.2.3. | Aqueous Binders in Academic Literature |
7.2.4. | TRL of Non-PFAS Aqueous Cathode Binders |
7.2.5. | Limitations of Aqueous Binder Systems |
7.2.6. | Polyacrylic Acid (PAA) |
7.2.7. | Leclanche: Aqueous PFAS-Free Electrode |
7.2.8. | Governments Funding Non-PFAS Binder Research |
7.2.9. | UV-Cured & Energy-Cured Binders |
7.2.10. | Ateios Systems: Energy-Cured Binders |
7.2.11. | Miltec: UV Binders |
7.2.12. | Beyond Li-ion: Seeo & Binders for Li-S Batteries |
7.2.13. | OnTo Technology: PFAS-Free Binders & Recycling for Li-S |
7.2.14. | Nanoramic: Nanocarbons as Hybrid Binder-Conductive Additives |
7.2.15. | Dry Electrodes as a PFAS Removal Strategy |
7.2.16. | 24M: Removing Binders Entirely |
7.2.17. | Recycling as a PFAS Management Strategy |
7.2.18. | Types of Li-ion Battery Recycling |
7.2.19. | Implication of Li-ion Recycling Methods on Binders |
7.2.20. | Direct Battery Recycling for Binder Recovery |
7.2.21. | Li-ion Battery Recycling Technologies for Binder Recovery Summary |
7.2.22. | Commercial Feasibility of Binder Recycling |
7.3. | PFAS Removal in Electrolytes |
7.3.1. | Fluorinated Electrolyte Additives: Function & Types |
7.3.2. | Non-PFAS Li Salts for SEI Formation |
7.3.3. | E-Lyte: PFAS-Free Electrolyte |
7.3.4. | Non-PFAS Carbonates & Organic Compounds for SEI Formation |
7.3.5. | Non-PFAS Flame Retardants: Phosphate-Based Materials |
7.3.6. | Non-PFAS Flame Retardants: More Non-Fluorinated Alternatives |
7.3.7. | Non-PFAS Diluents for HCEs |
7.3.8. | Overview of PFAS-Free Electrolyte Additives |
8. | FORECASTS |
8.1. | Forecast Methodology |
8.2. | Forecast Assumptions |
8.3. | Material Price Assumptions (US$/kg) |
8.4. | Battery Additive Material Demand Forecast (kilotonnes) 2025-2036 |
8.5. | Battery Additive Market Size Forecast (US$ Billion) 2025-2036 |
8.6. | Binders Material Demand Forecast (kilotonnes) 2025-2036 |
8.7. | Binders Material Demand Forecast by Manufacturing Process Type (kilotonnes) 2025-2036 |
8.8. | Binders Market Size Forecast (US$ Billion) 2025-2036 |
8.9. | Conductive Additive Material Demand Forecast (kilotonnes) 2025-2036 |
8.10. | Conductive Additive Market Size Forecast (US$ Billion) 2025-2036 |
8.11. | Electrolyte Additive Material Demand Forecast (kilotonnes) 2025-2036 |
8.12. | Electrolyte Additive Material Demand Forecast: Fluorinated vs Non-Fluorinated (kilotonnes) 2025-2036 |
8.13. | Lithium Salt Electrolyte Additive Material Demand Forecast (kilotonnes) 2025-2036 |
8.14. | Electrolyte Additive Market Size Forecast (US$ Billion) 2025-2036 |
8.15. | Fluorinated vs Non-Fluorinated Electrolyte Additive Market Size Forecast (US$ Billion) 2025-2036 |
8.16. | Lithium Salt Electrolyte Additive Market Size Forecast (US$ Billion) 2025-2036 |
8.17. | Total Battery Additive Material Demand Forecast by Material (kilotonnes) 2025-2036 |
8.18. | Total Battery Additive Market Size Forecast by Material (US$ Billion) 2025-2036 |
9. | COMPANY PROFILES |
9.1. | Links to company profiles on IDTechEx's portal |