Lithium-ion Battery Binders Market

The global lithium-ion battery binders market size was USD 2.15 Billion in 2025 and is expected to register a revenue CAGR of 13.8% during the forecast period. Market revenue growth is supported by expanding polyvinylidene fluoride binder capacity across every major cell manufacturing region. Arkema began a 15% capacity expansion of its polyvinylidene fluoride production at its Calvert City, Kentucky facility in July 2026, a roughly USD 20 million investment intended to give the company a local supply base for North American lithium-ion cell customers, having also announced a 20% capacity expansion at its China facility targeted for completion in 2028. Solvay and Orbia formed a joint venture targeting an approximately USD 850 million polyvinylidene fluoride facility in the southeastern United States, supported in part by a US Department of Energy grant, while Solvay separately expanded its Tavaux, France facility, which the company states will become the largest polyvinylidene fluoride facility in Europe once fully operational. Every lithium-ion battery electrode requires a binder to hold active material particles onto the current collector and maintain structural integrity through repeated charge-discharge cycles, and binder formulation choice directly affects a cell's adhesion strength, internal resistance, and cycle life. These are some of the key factors driving revenue growth of the market.

Polyvinylidene fluoride, carboxymethyl cellulose and styrene-butadiene rubber, and novel binders including polyacrylic acid variants are the product categories that constitute the lithium-ion battery binders market, supplied by a concentrated group of fluoropolymer and specialty chemical manufacturers. For instance, in March 2026, Group14 Technologies announced that its newest silicon battery materials factory in Sangju, South Korea had begun EV-scale production of its proprietary SCC55 silicon battery material, designed to produce up to 2,000 metric tons annually. Polyvinylidene fluoride accounts for the largest share of binder market revenue because it remains the gold-standard binder for high-voltage cathode chemistries, offering chemical resistance, thermal stability, and strong adhesion between active materials and the current collector that high-nickel cathode chemistries in particular continue to specify by default.

However, silicon-based anode materials, which can expand by roughly 300% in volume during lithiation, cannot be reliably held in place by the conventional polyvinylidene fluoride and carboxymethyl cellulose or styrene-butadiene rubber binders that graphite anodes have used for decades, requiring cell manufacturers adopting silicon anode technology to simultaneously qualify a new binder chemistry, typically a polyacrylic acid variant, alongside the anode material itself. Binder qualification for automotive battery programmes requires extensive testing, including full cell-build campaigns, coating trials, and cycle-life testing extending to several hundred cycles, a process that occupies pilot production line capacity for months and has historically protected established fluoropolymer producers with integrated precursor access from displacement by newer entrants. Regulatory scrutiny of certain fluorinated chemistries, including proposals in some jurisdictions to restrict per- and polyfluoroalkyl substances, also creates a longer-term uncertainty for polyvinylidene fluoride specifically, prompting continued industry investment in water-based emulsion alternatives that reduce reliance on organic solvents during electrode manufacturing. These factors substantially limit lithium-ion battery binders market growth over the forecast period.

Based on binder type, the global lithium-ion battery binders market is segmented into polyvinylidene fluoride, carboxymethyl cellulose and styrene-butadiene rubber, and novel binders. The polyvinylidene fluoride segment commands the largest revenue share because it remains the default cathode binder specification for high-voltage nickel manganese cobalt chemistries, and Arkema's Kynar and Solvay's competing polyvinylidene fluoride product lines both continue to expand production capacity across North America, Europe, and Asia to meet growing gigafactory-scale demand.

The novel binder segment is expected to register a rapid revenue growth rate in the global lithium-ion battery binders market over the forecast period. Silicon-based anode materials, which can expand by roughly 300% in volume during lithiation compared with the far smaller expansion of conventional graphite, require binder chemistries capable of accommodating that mechanical stress without particle detachment or cell degradation, and as Group14 Technologies and other silicon anode developers scale toward EV-grade production volumes, demand for polyacrylic acid and other novel binder chemistries purpose-built for silicon anode applications is scaling from a small base at a substantially faster rate than conventional polyvinylidene fluoride or carboxymethyl cellulose and styrene-butadiene rubber binders.

• 01What is the global lithium-ion battery binders market size in 2025 and what CAGR is expected during 2026-2035?
• 02What PVDF capacity expansion did Arkema begin at its Calvert City, Kentucky facility in July 2026?
• 03Why does silicon anode adoption create demand for novel binder chemistry that conventional PVDF and CMC/SBR cannot satisfy?
• 04What PVDF facility are Solvay and Orbia developing in the United States, and what US government support does it have?
• 05What is Arkema's Kynar PVDF Emulsion, and what advantage does it offer over traditional solvent-based binders?
• 06Why does the PVDF segment hold the largest revenue share despite faster growth in novel binders?
• 07Why does silicon expand by roughly 300% in volume during lithiation, and what mechanical challenge does that create?
• 08Why does binder qualification for automotive battery programmes require a full cell-build campaign?
• 09What regulatory scrutiny is affecting fluorinated binder chemistries like PVDF in some jurisdictions?
• 10Why do established fluoropolymer producers with integrated precursor access hold a durable advantage over new binder entrants?

This report covers the global lithium-ion battery binders market across all major binder types, applications, battery chemistries, and geographic regions. Primary research combines panel conversations with industry experts and is cross-referenced against company disclosures and technical literature. All market size figures use 2025 as the base year with a 2026-2035 forecast period.