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市场调查报告书
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1689839

钠离子电池：市场占有率分析、行业趋势和统计、成长预测（2025-2030 年）

Sodium-ion Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

预计 2025 年钠离子电池市场规模为 1.7866 亿美元，到 2030 年将达到 2.5388 亿美元，预测期内（2025-2030 年）的复合年增长率为 7.28%。

钠离子电池-市场-IMG1

主要亮点

  • 中期市场驱动因素是全球温室气体排放的增加和对清洁能源的需求。此外，使用钠离子电池储存太阳能和风能产生的电能预计将推动市场发展。
  • 然而，风暴技术的不成熟预计会在预测期内阻碍市场的成长。
  • 儘管如此，风能和太阳能预计将推动可再生能源的强劲成长，而水力发电预计仍将是主要能源。到2030年，太阳能和风能预计将占澳洲、德国、墨西哥和英国总发电量的50%以上。预计到2050年，太阳能、风能和水力发电将占全球发电量的80%左右。钠离子电池预计将在不断增长的太阳能和风力发电。
  • 由于大多数将电池技术商业化的公司都位置欧洲，因此欧洲预计将占据市场主导地位。此外，由于风能和太阳能等可再生能源发电的增加，预计该地区将在预测期内占据市场主导地位。

钠离子电池市场趋势

固定式能源储存是关键的细分市场

  • 电池在能源储存系统中至关重要，尤其是在住宅能源储存系统中，占总系统成本的很大一部分。钠离子电池由于其能量密度高、充电时间短、充电週期数多，非常适合此应用。
  • 钠离子电池也是大规模能源储存应用的可行能源储存选择。这主要是因为钠相对于锂而言成本较低、化学性质相似、插层动力学与锂相似，且钠离子电池中碳阳极的不可逆容量相对于锂离子电池而言较低。
  • 预计预测期内钠离子电池在能源储存系统係统应用上具有巨大潜力。太阳能和风能等再生能源来源的发电量正在大幅增长，因此能源储存对于确保能源供应的连续性至关重要。
  • 根据国际可再生能源机构（IRENA）的数据，2022年全球太阳能发电装置容量将达到约1,046.61 GW，较与前一年同期比较增长22.38％。同样，预计2022年全球风电装置容量将超过898吉瓦，较2021年成长9%以上。
  • 此外，由于各国政府加大支持力度及其雄心勃勃的再生能源目标，可再生能源的成长可能会持续下去。此外，根据国际能源总署（IEA）的预测，到2050年，太阳能、风能和水力发电将占全球发电量的80%左右。
  • 由于钠离子电池是一种具有其他优点的重要能源储存技术，因此太阳能和风力发电储能预计将在不断增长的太阳能和风力发电市场中提供重大机会。
  • 另一方面，钠离子电池的循环效率尚不为人所知，这主要是由于硬碳阳极的倍率能力较低。
  • 然而，在 2020 年初，来自斯科尔科沃科技学院和莫斯科国立大学的科学家发现了与钠离子电池 (SIB) 负极材料中的电荷储存相关的电化学反应，钠离子电池是一种很有前途的电化学电源。此次发现及研究团队开发的阳极製造方法将有助于俄罗斯等国家更接近实现用于固定式能源储存的钠离子电池实用化。
  • 因此，预计在预测期内，可再生能源发电的激增、持续研发活动的增加以及对固定式能源储存离子电池的投资将推动市场发展。

预计欧洲将主导市场

  • 2022 年，由于电池能源储存系统和电动车的持续研究和不断增加的部署，欧洲成为钠离子电池市场最大的地区。
  • 一项由欧盟资助的新计划NAIMA「钠离子材料作为生产非汽车用途坚固电池单元的基本成分」已在法国启动。欧盟委员会已向该计划授予约 800 万欧元的「地平线 2020」计画津贴。计画期限为36个月，从2019年12月至2022年12月。
  • NAIMA计划预计将证明，计划期间开发和测试的两代具有竞争力且安全的新一代钠离子电池是当前和未来锂基储存应用技术最强大、最具成本效益的替代品之一。
  • NAIMA 拥有 15 个来自 8 个欧洲国家（包括法国、德国、瑞典、保加利亚、西班牙、荷兰、斯洛维尼亚和比利时）的 15 个合作伙伴联盟：5 个研发机构（包括 CNRS、CEA、NIC、IHE 和 VITO）、6 家中小企业（包括 TIAMAT、BIOL、IEIT、GOLDSC、ACCIT、GTP这些合作伙伴的概况涵盖了整个电池价值链和计划所需的各个基础研发领域。
  • 该计划由专门从事钠离子电池设计、开发和生产的法国公司 TIAMAT主要企业，目标是实现行动和固定式储能领域的快速充电和大放电电流应用。
  • 在计划框架内，六台钠离子电池原型机将在三个多规模商业场景中进行测试，预计将为三种自然环境（可再生能源发电、工业和住宅）中该技术的竞争提供有力证据。
  • Faradion总部位于英国，是全球领先的钠离子电池製造商之一。该公司是英国政府 3.3842 亿美元法拉第电池挑战计画的受益者之一，并准备在 2024-25 年前供应年产能超过 1GWh 的钠离子电池，每年价值约 1 亿美元或更多。
  • 因此，正在进行的研究、增加的投资和不断增长的电动车需求预计将在不久的将来为欧洲地区感兴趣的参与者创造充足的机会。

钠离子电池产业概况

钠离子电池市场正走向半固体。市场的主要企业（不分先后顺序）包括 Faradion Limited、Contemporary Amperex Technology Co. Limited、NGK Insulators Ltd、TIAMAT SAS、HiNa Battery Technology、Altris AB 和 Natron Energy Inc.

其他福利：

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

目录

第 1 章 简介

  • 研究范围
  • 市场定义
  • 调查前提

第 2 章执行摘要

第三章调查方法

第四章 市场概况

  • 介绍
  • 2028 年市场规模与需求预测（美元）
  • 最新趋势和发展
  • 政府法规和政策
  • 市场动态
    • 驱动程式
      • 对清洁能源的需求不断增加
      • 钠离子电池在能源储存系统的应用日益广泛
    • 限制因素
      • 有什么技术限制吗？
  • 供应链分析
  • 波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争对手之间的竞争强度

第五章 市场区隔

  • 应用
    • 固定能源储存
    • 运输
  • 地区
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 英国
      • 德国
      • 法国
      • 义大利
      • 其他欧洲国家
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 其他亚太地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地区
    • 中东和非洲
      • 阿拉伯聯合大公国
      • 沙乌地阿拉伯
      • 南非
      • 其他中东和非洲地区

第六章 竞争格局

  • 併购、合资、合作、协议
  • 主要企业策略
  • 公司简介
    • Faradion Limited
    • AMTE Power PLC
    • NGK Insulators Ltd
    • HiNa Battery Technology Co. Ltd.
    • TIAMAT SAS
    • Contemporary Amperex Technology Co. Limited
    • Altris AB
    • Natron Energy Inc.

第七章 市场机会与未来趋势

  • 各地区提高可再生能源目标
简介目录
Product Code: 68833

The Sodium-ion Battery Market size is estimated at USD 178.66 million in 2025, and is expected to reach USD 253.88 million by 2030, at a CAGR of 7.28% during the forecast period (2025-2030).

Sodium-ion Battery - Market - IMG1

Key Highlights

  • Over the medium period, the primary driver of the market is the increasing demand for cleaner energy, with rising greenhouse gas emissions around the world. Additionally, using sodium-ion batteries for electricity storage, generated through solar or wind, is likely to drive the market.
  • On the other hand, the non-matured technology of the storm is expected to hinder market growth during the forecast period.
  • Nevertheless, wind and solar PV power are expected to drive strong growth in renewable energy, while hydro is likely to remain a key source. By 2030, solar and wind are expected to produce more than 50% of the total generation in Australia, Germany, Mexico, and the United Kingdom. By 2050, solar PV, wind, and hydro are estimated to produce approximately 80% of the global electricity generation. As sodium-ion batteries are an alternative with additional benefits, storing the energy of solar and wind, they are expected to have an opportunity in the growing solar and wind energy market.
  • Europe is expected to dominate the market, with the majority of companies commercializing the battery technology being located in the region. Moreover, with the rising renewable energy generation, such as wind and solar, the region is expected to dominate the market during the forecast period.

Sodium Ion Battery Market Trends

Stationary Energy Storage is a Significant Segment for the Market

  • Batteries are crucial in energy storage systems and are responsible for a significant portion of the system's total cost, especially in residential energy storage systems. Properties of sodium-ion batteries, such as high energy density, low charging time, a higher number of charging cycles, etc., make it preferable for this application.
  • Sodium-ion batteries are also a viable means of energy storage in large-scale energy storage applications. This is mainly due to the low cost of sodium compared to lithium, similar chemistry, and intercalation kinetics to that of lithium, and the irreversible capacity of carbon anodes in sodium-ion batteries being less than that in lithium-ion batteries.
  • The Sodium-ion batteries are expected to have considerable potential in energy storage system applications during the forecast period. The amount of energy generated by renewable sources such as solar and wind is witnessing massive growth, and energy storage is essential to ensure the continuity of energy supply.
  • According to the International Renewable Energy Agency (IRENA), the world's total installed solar PV capacity reached around 1046.61 GW in 2022, witnessing a 22.38% growth compared to the previous year. Likewise, the global wind installed capacity was more than 898 GW in 2022, recording more than 9% growth compared to 2021.
  • Furthermore, renewable energy growth is likely to continue with the increasing support from the government and its ambitious renewable power targets. Moreover, according to the International Energy Agency (IEA), by 2050, solar PV, wind, and hydro are estimated to produce approximately 80% of the global electricity generation.
  • As sodium-ion batteries are an essential energy storage technology with additional benefits, storing solar and wind energy is expected to provide a vital opportunity in the growing solar and wind energy market.
  • On the other side, the cycling efficiency of sodium-ion batteries is not well-known, mainly because the rate capability obtained from hard carbon anodes is poor.
  • However, in early 2020, scientists from Skoltech and the Moscow State University identified the electrochemical reaction associated with charge storage in the anode material for sodium-ion batteries (SIB), a promising class of electrochemical power sources. The findings and the anode manufacturing method developed by the team help bring closer the sodium-ion battery commercialization for stationary energy storage in Russia and beyond.
  • Hence, the surging growth in renewable energy generation, the rising number of ongoing research development activities, and investments in sodium-ion batteries for stationary energy storage are expected to drive the market during the forecast period.

Europe is Expected to Dominate the Market

  • In 2022, Europe became the largest region in the sodium-ion battery market owing to the ongoing research and increasing deployment of battery energy storage systems and electric vehicles.
  • The new EU-funded project NAIMA, "Na Ion materials as essential components to manufacture robust battery cells for non-automotive applications," had kickstarted in France. The European Commission awarded this project a Horizon2020 program grant of almost EUR 8 million. The duration of the program is 36 months, which started in December 2019 and ended in December 2022.
  • The NAIMA project is expected to demonstrate that two new generations of highly competitive and safe sodium-ion cells developed and tested during the project are some of the most robust and cost-effective alternatives to current and future Li-based technologies for storage applications.
  • NAIMA brings together a consortium, including 15 partners from eight European countries (including France, Germany, Sweden, Bulgaria, Spain, the Netherlands, Slovenia, and Belgium): Five being R&D organizations (including CNRS, CEA, NIC, IHE, and VITO), six SMEs (including TIAMAT, BIOKOL, IEIT, GOLDLINE, ACC, and ZABALA IC), and four large companies (including EDF, GESTAMP, SOLVAY, and UMICORE). These partners' profiles cover the entire battery value chain and the diverse fundamental R&D fields required in the project.
  • The project is led by the French company TIAMAT, which specializes in the design, development, and manufacture of sodium-ion battery cells and targets fast charging and high discharge current applications in mobility and stationary storage sectors.
  • Within the project framework, six sodium-ion battery prototypes are expected to be tested in three multi-scale business scenarios to provide solid evidence about the competitiveness of the technology in three natural environments (renewable generation, industry, and private household).
  • The United Kingdom-based company Faradion Ltd is one of the leading sodium-ion battery manufacturers worldwide. The company is one of the beneficiaries of the United Kingdom government's USD 338.42 million Faraday battery challenge and is gearing up to supply sodium-ion batteries with an annual capacity of more than 1 GWh by 2024-25, worth more than approximately USD 100 million per year.
  • Hence, the ongoing research work, increasing investments, and increasing demand for electric vehicles are expected to create ample opportunities for the players involved in the European region in the near future.

Sodium Ion Battery Industry Overview

The sodium-ion battery market is semi-consolidated. The key players in the market (not in particular order) include Faradion Limited, Contemporary Amperex Technology Co. Limited, NGK Insulators Ltd, TIAMAT SAS, HiNa Battery Technology Co. Ltd, Altris AB, and Natron Energy Inc., among others.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

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

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2028
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 The Increasing Demand for Cleaner Energy
      • 4.5.1.2 Increasing Adoption of Sodium-Ion Batteries for Energy Storage Systems
    • 4.5.2 Restraints
      • 4.5.2.1 Availability of Technical Constraints
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitute Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Application
    • 5.1.1 Stationary Energy Storage
    • 5.1.2 Transportation
  • 5.2 Geography
    • 5.2.1 North America
      • 5.2.1.1 United States of America
      • 5.2.1.2 Canada
      • 5.2.1.3 Rest of the North America
    • 5.2.2 Europe
      • 5.2.2.1 United Kingdom
      • 5.2.2.2 Germany
      • 5.2.2.3 France
      • 5.2.2.4 Italy
      • 5.2.2.5 Rest of the Europe
    • 5.2.3 Asia-Pacific
      • 5.2.3.1 China
      • 5.2.3.2 India
      • 5.2.3.3 Japan
      • 5.2.3.4 Rest of the Asia-Pacific
    • 5.2.4 South America
      • 5.2.4.1 Brazil
      • 5.2.4.2 Argentina
      • 5.2.4.3 Rest of the South America
    • 5.2.5 Middle-East and Africa
      • 5.2.5.1 United Arab Emirates
      • 5.2.5.2 Saudi Arabia
      • 5.2.5.3 South Africa
      • 5.2.5.4 Rest of the Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Faradion Limited
    • 6.3.2 AMTE Power PLC
    • 6.3.3 NGK Insulators Ltd
    • 6.3.4 HiNa Battery Technology Co. Ltd.
    • 6.3.5 TIAMAT SAS
    • 6.3.6 Contemporary Amperex Technology Co. Limited
    • 6.3.7 Altris AB
    • 6.3.8 Natron Energy Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Rising Renewable Energy Targets Across the Regions