나트륨 이온 배터리 시장 규모, 점유율, 성장, 세계 산업 분석 : 유형별, 용도별, 지역별 인사이트, 예측(2026-2034년)

Growth Factors of Sodium-Ion Battery (SIB) Market

The global Sodium-Ion Battery (SIB) market is witnessing rapid growth as a cost-effective and sustainable alternative to lithium-ion batteries. The market was valued at USD 1.83 billion in 2025, projected to grow to USD 2.24 billion in 2026, and is expected to reach USD 7.08 billion by 2034, registering a CAGR of 15.49% during the forecast period. The Asia Pacific region dominated the market in 2025 with a 60.22% share, driven by large-scale adoption in countries like China, India, and Japan. Sodium-ion batteries operate similarly to lithium-ion batteries, but use sodium ions (Na+) instead of lithium ions, offering cost advantages and abundant resource utilization.

Market Dynamics

Drivers:

Rising deployment of renewable energy, including solar and wind power, is driving demand for large-scale energy storage systems. Sodium-ion batteries store excess energy generated during peak production and supply it during periods of low generation, stabilizing the grid. According to IRENA, global renewable energy capacity reached 3,870 GW in 2023, with solar contributing 73% and wind 24% of new installations.

The abundant availability of sodium also supports market growth. Sodium is widely available in sea salt and minerals, making it cheaper than lithium. Coupled with low-cost cathode materials such as iron and manganese, sodium-ion batteries are particularly suited for large-scale energy storage applications.

Restraints:

Developing compatible electrolytes remains a challenge. Sodium ions are larger and more reactive than lithium ions, requiring specially formulated electrolytes to prevent performance degradation or safety issues. Solid-state electrolytes offer improved stability and safety but still face challenges in ionic conductivity and long-term reliability.

Opportunities:

Government support for energy storage systems is accelerating market expansion. For instance, China aims for 100 GW of battery storage by 2030 under its 14th Five-Year Plan, providing subsidies for solar-plus-storage systems. Grid operators and utilities are increasingly adopting sodium-ion batteries to enhance grid reliability and integrate renewables at lower costs.

Challenges:

Lower energy density (~160 Wh/kg) compared to lithium-ion batteries (~200 Wh/kg) limits their use in applications where battery weight and volume are critical, such as long-range electric vehicles. This makes sodium-ion batteries more suitable for stationary storage or low-cost, short-range transportation solutions.

Market Trends

Ongoing R&D efforts are enhancing sodium-ion battery performance, energy density, and cycle life. Innovations in anode materials (e.g., hard carbon) and cathode materials (e.g., sodium nickel manganese cobalt oxide, Na-NMC) are improving efficiency and lifespan. Electrolyte optimization continues to enhance safety and performance, making sodium-ion batteries more commercially viable.

Impact of COVID-19

The COVID-19 pandemic caused supply chain disruptions and slowed R&D, but it also emphasized the need for resilient energy storage solutions. Post-pandemic, investment in alternative technologies like sodium-ion batteries has accelerated due to lithium supply constraints and increasing energy security concerns.

Segmentation Analysis

By Technology:

• Sodium Sulfur Batteries: Dominant segment (92% share in 2024) used in large-scale energy storage and grid stabilization.
• Sodium Salt Batteries: Cost-effective alternative with abundant materials, suitable for stationary storage.
• Sodium Air Batteries: Emerging technology with potential for future applications.

By End-User:

• Transportation: Dominates with 26.8% market share in 2025, mainly for low-cost EVs, e-bikes, and buses.
• Utility: Fastest-growing segment due to grid-scale storage demand, expected CAGR of 21.21%.
• Consumer Electronics and Others: Minor but growing segments.

Regional Outlook

Asia Pacific: Largest market, valued at USD 1.1 billion in 2025 and USD 1.37 billion in 2026, driven by China's R&D and manufacturing leadership. Key players include CATL and HiNa Battery Technology. India is projected USD 0.07 billion, and Japan USD 0.11 billion in 2025.

China: Market value USD 0.83 billion in 2025, led by government initiatives and the launch of large-scale sodium-ion BESS in Guangxi province.

North America: Market expected USD 0.37 billion in 2026, driven by renewable energy adoption and clean energy investments. U.S. market valued USD 0.27 billion in 2025.

Europe: Market USD 0.41 billion in 2026, second-fastest CAGR of 17.48%, with companies like Faradion and Tiamat leading technological innovation. U.K. USD 0.06 billion, Germany USD 0.07 billion, and France USD 0.06 billion in 2025.

Rest of the World: Market USD 0.07 billion in 2025, growing with renewable energy deployments in Brazil, South Africa, and GCC nations.

Competitive Landscape

Key players include Faradion Limited, Aquion Energy, HiNa Battery, Tiamat Energy, AMTE Power, Natron Energy, BYD, Cygni Energy, Jiangsu Zhongna, Contemporary Amperex, Li-FUN, BLUETTI, Indi Energy. Faradion's proprietary technology improves performance, lifespan, and cost-effectiveness. Recent developments include:

• Sineng Electric (July 2024): 50 MW/100 MWh BESS in China.
• Peak Energy (July 2024): USD 55 million funding for grid-scale sodium-ion batteries.
• Cygni Energy (May 2024): Certification-ready packs for e-2W in India.
• BYD & Huaihai JV (May 2024): Sodium-ion battery factory in China with USD 1.41 billion investment.

Conclusion

The global Sodium-Ion Battery market is poised to grow from USD 1.83 billion in 2025 to USD 7.08 billion by 2034, driven by renewable energy integration, government support, technological advancements, and cost-effective raw materials. Asia Pacific dominates the market, while Europe and North America are emerging as significant growth regions. Despite challenges such as lower energy density and electrolyte development, sodium-ion batteries are becoming a viable and sustainable alternative to lithium-ion technology for energy storage and low-cost transportation solutions.

Segmentation By Technology, By End User, and By Region

Segmentation By Technology

• Sodium Sulfur Battery
• Sodium Salt Battery
• Sodium Air Battery

By End User

• Consumer Electronics
• Transportation
• Utility
• Others

By Region

• North America (By Technology, By End User, and By Country)
  • U.S. (By End User)
  • Canada (By End User)
• Europe (By Technology, By End User, and By Country)
  • U.K. (By End User)
  • Germany (By End User)
  • France (By End User)
  • Italy (By End User)
  • Spain (By End User)
  • Russia (By End User)
  • Rest of Europe (By End User)
• Asia Pacific (By Technology, By End User, and By Country)
  • China (By End User)
  • Japan (By End User)
  • India (By End User)
  • Australia (By End User)
  • Southeast Asia (By End User)
  • Rest of Asia Pacific (By End User)
• Rest of the World (By Technology, By End User)

Table of Content

1. Introduction

• 1.1. Research Scope
• 1.2. Market Segmentation
• 1.3. Research Methodology
• 1.4. Definitions & Assumptions

2. Executive Summary

3. Market Dynamics

• 3.1. Market Drivers
• 3.2. Market Restraints
• 3.3. Market Opportunities

4. Key Insights

• 4.1. Key Emerging Trends - For Major Countries
• 4.2. Latest Technological Advancement
• 4.3. Insight on Regulatory Landscape
• 4.4. Porters Five Forces Analysis
• 4.5. Impact of COVID-19 on the Sodium-Ion Battery Market

5. Global Sodium-Ion Battery Market (USD Billion) Analysis, Insights, and Forecast, 2021-2034

• 5.1. Key Findings
• 5.2. Market Analysis, Insights and Forecast - By Technology
  • 5.2.1. Sodium Sulfur Battery
  • 5.2.2. Sodium Salt Battery
  • 5.2.3. Sodium Air Battery
• 5.3. Market Analysis, Insights and Forecast - By End User
  • 5.3.1. Consumer Electronics
  • 5.3.2. Transportation
  • 5.3.3. Utility
  • 5.3.4. Others
• 5.4. Market Analysis, Insights and Forecast - By Region
  • 5.4.1. North America
  • 5.4.2. Europe
  • 5.4.3. Asia Pacific
  • 5.4.4. Rest of the World

6. North America Sodium-Ion Battery Market (USD Billion) Analysis, Insights, and Forecast, 2021-2034

• 6.1. Key Findings
• 6.2. Market Analysis, Insights and Forecast - By Technology
  • 6.2.1. Sodium Sulfur Battery
  • 6.2.2. Sodium Salt Battery
  • 6.2.3. Sodium Air Battery
• 6.3. Market Analysis, Insights and Forecast - By End User
  • 6.3.1. Consumer Electronics
  • 6.3.2. Transportation
  • 6.3.3. Utility
  • 6.3.4. Others
• 6.4. Market Analysis, Insights and Forecast - By Country
  • 6.4.1. U.S. Market Analysis, Insights, and Forecast - By End User
    • 6.4.1.1. Consumer Electronics
    • 6.4.1.2. Transportation
    • 6.4.1.3. Utility
    • 6.4.1.4. Others
  • 6.4.2. Canada Market Analysis, Insights, and Forecast - By End User
    • 6.4.2.1. Consumer Electronics
    • 6.4.2.2. Transportation
    • 6.4.2.3. Utility
    • 6.4.2.4. Others

7. Europe Sodium-Ion Battery Market (USD Billion) Analysis, Insights, and Forecast, 2021-2034

• 7.1. Key Findings
• 7.2. Market Analysis, Insights and Forecast - By Technology
  • 7.2.1. Sodium Sulfur Battery
  • 7.2.2. Sodium Salt Battery
  • 7.2.3. Sodium Air Battery
• 7.3. Market Analysis, Insights and Forecast - By End User
  • 7.3.1. Consumer Electronics
  • 7.3.2. Transportation
  • 7.3.3. Utility
  • 7.3.4. Others
• 7.4. Market Analysis, Insights and Forecast - By Country
  • 7.4.1. UK Market Analysis, Insights, and Forecast - By End User
    • 7.4.1.1. Consumer Electronics
    • 7.4.1.2. Transportation
    • 7.4.1.3. Utility
    • 7.4.1.4. Others
  • 7.4.2. Germany Market Analysis, Insights, and Forecast - By End User
    • 7.4.2.1. Consumer Electronics
    • 7.4.2.2. Transportation
    • 7.4.2.3. Utility
    • 7.4.2.4. Others
  • 7.4.3. France Market Analysis, Insights, and Forecast - By End User
    • 7.4.3.1. Consumer Electronics
    • 7.4.3.2. Transportation
    • 7.4.3.3. Utility
    • 7.4.3.4. Others
  • 7.4.4. Italy Market Analysis, Insights, and Forecast - By End User
    • 7.4.4.1. Consumer Electronics
    • 7.4.4.2. Transportation
    • 7.4.4.3. Utility
    • 7.4.4.4. Others
  • 7.4.5. Spain Market Analysis, Insights, and Forecast - By End User
    • 7.4.5.1. Consumer Electronics
    • 7.4.5.2. Transportation
    • 7.4.5.3. Utility
    • 7.4.5.4. Others
  • 7.4.6. Russia Market Analysis, Insights, and Forecast - By End User
    • 7.4.6.1. Consumer Electronics
    • 7.4.6.2. Transportation
    • 7.4.6.3. Utility
    • 7.4.6.4. Others
  • 7.4.7. Rest of Europe Market Analysis, Insights, and Forecast - By End User
    • 7.4.7.1. Consumer Electronics
    • 7.4.7.2. Transportation
    • 7.4.7.3. Utility
    • 7.4.7.4. Others

8. Asia Pacific Sodium-Ion Battery Market (USD Billion) Analysis, Insights, and Forecast, 2021-2034

• 8.1. Key Findings
• 8.2. Market Analysis, Insights and Forecast - By Technology
  • 8.2.1. Sodium Sulfur Battery
  • 8.2.2. Sodium Salt Battery
  • 8.2.3. Sodium Air Battery
• 8.3. Market Analysis, Insights and Forecast - By End User
  • 8.3.1. Consumer Electronics
  • 8.3.2. Transportation
  • 8.3.3. Utility
  • 8.3.4. Others
• 8.4. Market Analysis, Insights and Forecast - By Country
  • 8.4.1. China Market Analysis, Insights, and Forecast - By End User
    • 8.4.1.1. Distribution
    • 8.4.1.2. Transmission
    • 8.4.1.3. Generation
  • 8.4.2. Japan Market Analysis, Insights, and Forecast - By End User
    • 8.4.2.1. Consumer Electronics
    • 8.4.2.2. Transportation
    • 8.4.2.3. Utility
    • 8.4.2.4. Others
  • 8.4.3. India Market Analysis, Insights, and Forecast - By End User
    • 8.4.3.1. Consumer Electronics
    • 8.4.3.2. Transportation
    • 8.4.3.3. Utility
    • 8.4.3.4. Others
  • 8.4.4. Australia Market Analysis, Insights, and Forecast - By End User
    • 8.4.4.1. Consumer Electronics
    • 8.4.4.2. Transportation
    • 8.4.4.3. Utility
    • 8.4.4.4. Others
  • 8.4.5. Southeast Asia Market Analysis, Insights, and Forecast - By End User
    • 8.4.5.1. Consumer Electronics
    • 8.4.5.2. Transportation
    • 8.4.5.3. Utility
    • 8.4.5.4. Others
  • 8.4.6. Rest of Asia Pacific Market Analysis, Insights, and Forecast - By End User
    • 8.4.6.1. Consumer Electronics
    • 8.4.6.2. Transportation
    • 8.4.6.3. Utility
    • 8.4.6.4. Others

9. Rest of the World Sodium-Ion Battery Market (USD Billion) Analysis, Insights, and Forecast, 2021-2034

• 9.1. Key Findings
• 9.2. Market Analysis, Insights and Forecast - By Technology
  • 9.2.1. Sodium Sulfur Battery
  • 9.2.2. Sodium Salt Battery
  • 9.2.3. Sodium Air Battery
• 9.3. Market Analysis, Insights and Forecast - By End User
  • 9.3.1. Consumer Electronics
  • 9.3.2. Transportation
  • 9.3.3. Utility
  • 9.3.4. Others

10. Competitive Analysis

• 10.1. Company Market Share Analysis, 2025
• 10.2. Company Profile
  • 10.2.1. Faradion Limited
    • 10.2.1.1. Business Overview
    • 10.2.1.2. Product End User, & Services
    • 10.2.1.3. Recent Developments
    • 10.2.1.4. Financials (Based on Availability)
  • 10.2.2. Aquion Energy
    • 10.2.2.1. Business Overview
    • 10.2.2.2. Product End User, & Services
    • 10.2.2.3. Recent Developments
    • 10.2.2.4. Financials (Based on Availability)
  • 10.2.3. HiNa Battery Technology Co., Ltd
    • 10.2.3.1. Business Overview
    • 10.2.3.2. Product End User, & Services
    • 10.2.3.3. Recent Developments
    • 10.2.3.4. Financials (Based on Availability)
  • 10.2.4. Ben'an Energy Technology (Shanghai) Co., Ltd
    • 10.2.4.1. Business Overview
    • 10.2.4.2. Product End User, & Services
    • 10.2.4.3. Recent Developments
    • 10.2.4.4. Financials (Based on Availability)
  • 10.2.5. AMTE Power plc
    • 10.2.5.1. Business Overview
    • 10.2.5.2. Product End User, & Services
    • 10.2.5.3. Recent Developments
    • 10.2.5.4. Financials (Based on Availability)
  • 10.2.6. Natron Energy, Inc.
    • 10.2.6.1. Business Overview
    • 10.2.6.2. Product End User, & Services
    • 10.2.6.3. Recent Developments
    • 10.2.6.4. Financials (Based on Availability)
  • 10.2.7. Tiamat Energy
    • 10.2.7.1. Business Overview
    • 10.2.7.2. Product End User, & Services
    • 10.2.7.3. Recent Developments
    • 10.2.7.4. Financials (Based on Availability)
  • 10.2.8. Jiangsu Zhongna Energy Technology
    • 10.2.8.1. Business Overview
    • 10.2.8.2. Product End User, & Services
    • 10.2.8.3. Recent Developments
    • 10.2.8.4. Financials (Based on Availability)
  • 10.2.9. Contemporary Amperex Technology
    • 10.2.9.1. Business Overview
    • 10.2.9.2. Product End User, & Services
    • 10.2.9.3. Recent Developments
    • 10.2.9.4. Financials (Based on Availability)
  • 10.2.10. Li-FUN Technology
    • 10.2.10.1. Business Overview
    • 10.2.10.2. Product End User, & Services
    • 10.2.10.3. Recent Developments
    • 10.2.10.4. Financials (Based on Availability)
  • 10.2.11. BLUETTI Power Inc.
    • 10.2.11.1. Business Overview
    • 10.2.11.2. Product End User, & Services
    • 10.2.11.3. Recent Developments
    • 10.2.11.4. Financials (Based on Availability)
  • 10.2.12. Indi Energy
    • 10.2.12.1. Business Overview
    • 10.2.12.2. Product End User, & Services
    • 10.2.12.3. Recent Developments
    • 10.2.12.4. Financials (Based on Availability)
  • 10.2.13. Altris AB
    • 10.2.13.1. Business Overview
    • 10.2.13.2. Product End User, & Services
    • 10.2.13.3. Recent Developments
    • 10.2.13.4. Financials (Based on Availability)
  • 10.2.14. NEI Corporation
    • 10.2.14.1. Business Overview
    • 10.2.14.2. Product End User, & Services
    • 10.2.14.3. Recent Developments
    • 10.2.14.4. Financials (Based on Availability)
  • 10.2.15. Blackstone Technology GmbH
    • 10.2.15.1. Business Overview
    • 10.2.15.2. Product End User, & Services
    • 10.2.15.3. Recent Developments
    • 10.2.15.4. Financials (Based on Availability)