Conductive Agent Market for Solid State Batteries to Grow at 21.0% CAGR Through 2031

According to the recent report by QYResearch, the global market for conductive agents used in solid-state batteries is set to witness rapid growth, with projections showing an increase from USD 61.0 million in 2024 to USD 217 million by 2031, reflecting a robust compound annual growth rate (CAGR) of 21.0% during the forecast period (2025-2031).
Conductive agents are critical materials added to electrodes and composite electrolyte layers in solid-state batteries to enhance electron transport, improve interface contact, and reduce polarization. Common types include carbon nanotubes (CNTs), carbon black, graphite, graphene, and advanced carbon-based composites.
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Key Companies
• Jiangsu Cnano Technology
• Guangdong Dowstone Technology
• OCSiAI
These players are investing heavily in R&D to create next-generation conductive materials tailored for solid-state applications. For instance, OCSiAI has recently announced a new CNT-based dispersion system specifically engineered for sulfide-based solid-state batteries, aiming to deliver higher conductivity with lower additive loading.
Five Conductive Agent Products for Solid State Batteries
1. Jiangsu Cnano - CNT Conductive Paste
• Product Type: Carbon nanotube conductive paste (CNT paste)
• Typical Use: Cathode and anode conductive additive for solid state lithium batteries
• Key Performance: Nearly twice the electrical conductivity of copper wire when properly dispersed
• Benefits: Reduces amount of conductive additive needed, improves energy density and power output
• Applications: Lithium battery electrodes, conductive polymer composites, antistatic coatings
2. Guangdong Dowstone - CNT Conductive Agent for Automotive Cells
• Product Type: Multi walled carbon nanotube conductive agent
• Customers: Supplied to BYD and CATL for automotive battery systems
• Use Case: Conductive additive in high capacity cell electrodes for EV applications
• Regional Focus: China automotive battery manufacturers, increasing production scale and integration
• Strategic Roles: Supports cost effective mass production and interface performance in solid state or quasi solid state designs
3. OCSiAI - TUBALLTM BATT Family Conductive Agent
• Product Name: TUBALLTM BATT (battery-grade CNT)
• Product Format: CNT dispersion or powder that replaces or partially replaces carbon black in electrodes
• Performance Advantage: Enables high solid content conductive networks, superior to traditional additives
• Application Potential: Suitable for both positive and negative electrodes in solid state and lithium ion systems
• Development Stage: Commercially offered CNT product catalog published in 2024 targeting advanced battery makers
Market Segmentation by Type
• Carbon Nanotubes
• Carbon Black
• Graphite & Graphene
• Others
Market Segmentation by Application
• Consumer Electronics
• Electric Vehicles
• Aerospace
• Others
Latest Trends
Carbon Nanotubes Replacing Carbon Black
In 2025, multiple studies have demonstrated that replacing traditional carbon black (such as Super P) with multi walled carbon nanotubes (MWCNTs) in composite electrodes yields significantly improved conductivity and structural integrity. In one recent experiment, MWCNT infused cathodes exhibited electron conductivity nearly double that of carbon-black equivalents, allowing manufacturers to reduce additive loading and increase active material proportion. Markets reports confirm that, although carbon black remains the fastest growing conductive agent type in lithium ion cathodes, CNTs are regaining market share due to their superior performance to cost ratio and growing investment in scalable CNT production facilities globally.
Dry Electrode Manufacturing
Dry battery electrode (DBE) processes-such as PTFE-based fibrillation and powder to film extrusion-have gained traction as environmentally efficient alternatives to wet slurry methods. These solvent free techniques eliminate drying steps, lower energy consumption, and enable finer control over conductive-agent dispersion and alignment. In all solid state battery prototypes, dry-film electrodes have shown more uniform microstructure, reduced charge transfer resistance, and easier integration of carbon-based additives like CNTs within the electrode matrix. Industry reviews published in early 2025 expect dry processing to support high loading and scalable solid state cell production.
Interface Optimization and Space Charge Layer Effects
Researchers are now applying advanced interface engineering to address compatibility issues between carbon conductive agents and sulfide solid electrolytes. A recently proposed method involves coating carbon fibers (e.g. VGCF) with a thin layer of halide electrolyte (Li3InCl6), which suppresses parasitic reactions and stabilizes the interface. Cells using VGCF@Li3InCl6 achieved areal capacities around 7.7 mAh/cm2 and retained nearly 78 percent capacity after 400 cycles. Separately, a space charge layer effect discovered in mid 2025 shows that mixing two different solid electrolytes at particle boundaries can form interfacial zones that facilitate faster ion transport than either material alone. Both strategies point toward significant gains in interfacial ionic kinetics and long-term cycling stability.
Regional Momentum in Asia Pacific, Europe and North America
The Asia Pacific region-especially China, Japan and South Korea-continues to dominate production and adoption of conductive agents in solid state batteries, driven by large-scale battery manufacturers and CNT producers investing in new capacity. Simultaneously, Europe has seen strategic expansion: OCSiAl opened its first European graphene nanotube facility in Serbia in late 2024, with annual capacity set at 60 tonnes and plans to scale to 120 tonnes by the end of 2025. In North America, partnerships and pilot lines with automakers such as GM and Ford are integrating CNT based conductive layers into quasi solid state cell prototypes, indicating growing regional focus on solid state commercialization.
Downstream Customers Using Conductive Agents (Confirmed Companies)
The following companies have been verified as downstream users of conductive-agent products from our listed suppliers (Jiangsu Cnano, Guangdong Dowstone, OCSiAl), particularly in solid-state or advanced lithium battery applications.
• CATL
• BYD
• SVOLT
• CALB (China Aviation Lithium Battery)
• ProLogium
• EVE Energy
• Dynanonic
• BTR New Energy Materials
• LG Chem
• Daikin Industries
• ProLogium Dunkirk Gigafactory
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Regional Highlights
The Asia-Pacific region remains the manufacturing hub, especially China, Japan, and South Korea. Meanwhile, Europe sees increased demand from electric vehicle and aerospace sectors, driven by initiatives from companies like BMW, Toyota, and Airbus.
North America is focusing on scaling commercial pilot lines, with investments from both startups and major players like General Motors and Solid Power incorporating CNT-rich conductive layers.

As solid-state battery development enters commercialization phases, the need for highly conductive, stable, and process-compatible conductive agents is escalating. The next few years will see increased collaboration across the value chain-from materials science companies to EV manufacturers-to ensure performance and scalability of solid-state energy storage solutions.

Chapter Outline:

Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by region, product type, application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter 2: key insights, key emerging trends, etc.
Chapter 3: Manufacturers competitive analysis, detailed analysis of the product manufacturers competitive landscape, price, sales and revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 5 & 6: Sales, revenue of the product in regional level and country level. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and market size of each country in the world.
Chapter 7: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 8: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 9: Analysis of industrial chain, including the upstream and downstream of the industry.
Chapter 10: The main points and conclusions of the report.

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