나트륨 이온 배터리 시장 : 시장 규모, 점유율, 동향, 예측 - 유형별, 용도별, 지역별(2025-2033년)

The global sodium ion battery market size was valued at USD 368.71 Million in 2024. Looking forward, IMARC Group estimates the market to reach USD 974.11 Million by 2033, exhibiting a CAGR of 11.31% during 2025-2033. Europe currently dominates the market, holding a significant market share of over 42.4% in 2024. The increasing demand for sustainable energy storage solutions, abundant sodium resources, emerging large-scale energy storage applications, and ongoing technological advancements in sodium-ion battery technology are some of the major factors increasing the sodium ion battery market share.

There are many reasons why the sodium-ion battery market is gaining momentum. The driving force is morphing structures for cheap and efficient storage of energy, especially green energy. Sodium-ion batteries are more preferred compared to lithium-ion batteries since sodium is widely available in the market and inexpensive. Besides this, lithium, used in making electric car batteries, would soon face scarcity and threaten supply chains. Moreover, it is more secure for sodium-ion batteries as it is with the liability of thermal runaway for lithium-ion ones. Therefore, sodium-ion batteries must be fit for execution in grid energy storage, electric vehicle platforms, and renewable power platforms. Other aspects that continue to add attractiveness to batteries are advancement in battery technology with higher energy density and longer durability. Efforts by governments for clean energy as well as improvement in manufacturing contribute to the sodium ion battery market growth.

The market for sodium-ion batteries across the United States is expanding as the demand for efficient and cheap energy storage increases. Sodium-ion batteries do not require the basic element lithium and do not depend on exotic metals like cobalt which are expensive and rare on earth whereas sodium which is inexpensive and widely available. The better safety and lower cost of sodium-ion batteries with lesser risk of overheating, make sodium-ion batteries ideal for applications including grid storage and renewable energy; both of which are highlighted priorities of the United States energy policy goals. These have been spurred by enhanced capital expenditure in clean energy projects coupled with favorable policies from governments to lower carbon footprint. Additionally, advances in sodium-ion technology, such as better performance and streamlined manufacturing, pave the way for broader adoption across various industries. For instance, in April 2024, Natron Energy, Inc., a global leader in sodium-ion battery technology, announced the launch of commercial-scale operations at its manufacturing facility for sodium-ion batteries in Holland, Michigan. This milestone marked the first-ever commercial-scale production of sodium-ion batteries in the United States. These batteries provide higher power density, longer cycle life, a domestic supply chain in the country, and unique safety features compared to other battery technologies. They were also the only UL-listed sodium-ion batteries on the market at that time. Such endeavors contribute significantly to create a positive sodium ion battery market outlook.

Sodium Ion Battery Market Trends:

Demand for Sustainable Energy Storage Solutions

The continuous increase in the demand for energy storage solutions that are environment-friendly is an impetus for the sodium-ion battery market growth. The rising shift toward the use of renewable energy sources makes energy storage a key driver in ensuring the availability of energy and hence prompting product adoption. According to the European Environmental Agency, renewable energy sources represented an estimated 24.1% of the European Union's final energy use in 2023. The market is growing while sodium-ion batteries are being increasingly used to store energy produced by renewable sources like solar and wind because of their high energy density and storage capacity. Furthermore, their ability to store large amounts of energy over extended periods aligns with the intermittent nature of renewable energy generation, making them attractive for grid integration and peak load management, thereby aiding in market expansion.

Abundance of Sodium Resources

Another important growth-inducing element driving the rise of sodium-ion batteries is the abundance of sodium resources relative to lithium. Reports indicate that sodium is found abundantly in the Earth's crust, with a concentration of 282,000 ppm, compared to just 20 ppm for lithium. In addition, the limited worldwide lithium reserves present supply chain problems for lithium-ion batteries, which currently dominate the battery market. In contrast, sodium is widely available, reducing concerns about resource scarcity and geopolitical dependencies. This advantage not only brings the stability of the supply chain but also result in reduced cost of production which makes sodium-ion batteries an economically viable solution, thereby facilitating the sodium ion battery market demand.

Emergence of Large-Scale Energy Storage Applications

Sodium-ion batteries are gaining traction for large-scale energy storage applications. They are being explored for their potential to stabilize power grids, provide backup power during outages, and support remote areas with limited access to reliable electricity. One significant benefit of sodium-ion batteries is its scalability, which allows for the creation of high-capacity energy storage devices by arranging them in arrays. This is particularly valuable for industries and utilities looking to balance supply and demand, reduce peak load strain, and enhance grid resilience. The market is experiencing lucrative potential as a result of the development of large-scale sodium-ion battery systems that are both economical and efficient.

Cost-Effectiveness and Advantages Over Lithium-Ion

The cost-efficiency and notable advantages of sodium-ion batteries compared to lithium-ion (Li-ion) alternatives is bolstering the market growth. Sodium, being more plentiful and cheaper than lithium, sodium-ion batteries present a more budget-friendly choice, lowering production costs and making them highly attractive for large-scale applications like energy storage and consumer electronics. Additionally, sodium-ion batteries can operate efficiently in a wider range of temperatures, enhancing their suitability for various climates and industries. The increasing need for renewable energy storage options and the drive for sustainability, low-cost substitute to traditional Li-ion batteries further boosts the adoption of sodium-ion technology. In 2024, BYD introduced the "MC Cube-SIB ESS," the globe's first high-efficiency sodium-ion battery energy storage system (BESS). The product boasts BYD's Long Blade Battery, offering an energy storage capacity of 2.3MWh and improved safety. Sodium-ion batteries provide advantages such as reduced production expenses, enhanced safety, and improved charge/discharge rates, making them a feasible option to Li-ion technology.

Sodium Ion Battery Industry Segmentation:

Analysis by Type:

• Sodium-Sulphur Battery
• Sodium-Salt Battery
• Sodium-Air Battery

Sodium sulfur battery stand as the largest component in 2024, holding around 47.3% of the market. The demand for sodium-sulfur batteries is propelled by their unique capabilities and suitability for specific applications. These batteries have high energy density and great cycle life, and they are suitable for long-term energy storage and regular deep discharging cycles. Also, their efficiency across multiple charge-discharge cycles makes them ideal for grid-level storage, load profiling, and renewable energy interfacing applications which in turn is bolstering the market growth. Further, sodium sulfur batteries have applicability in applications that require higher energy densities including applications in telecommunications where consistent backup power is essential. As these batteries continue to demonstrate their effectiveness in addressing specific energy storage needs, the demand for sodium-sulfur batteries is on the rise, particularly in sectors where their distinct advantages align with operational requirements.

Analysis by Application:

• Stationary Energy Storage
• Transportation

Stationary energy storage leads the market with around 78.6% of market share in 2024. The surging demand for sodium-ion batteries in stationary energy storage driven by their potential to address critical challenges associated with renewable energy integration and grid stability represents one of the main factors impelling the market growth. These batteries are flexible and cheaper therefore they are used in storing excess energy from renewable sources to use in periods of high demand. Moreover, sodium-ion batteries have a longer lifecycle and higher thermal properties than other battery chemistries which further add reliability to stationary applications, thus boosting the sodium-ion batteries market growth. Furthermore, their ability to be deployed in various sizes and configurations enables tailored solutions for grid support, peak shaving, and off-grid electrification, further propelling their adoption in the stationary energy storage sector.

Regional Analysis:

• North America
  • United States
  • Canada
• Asia-Pacific
  • China
  • Japan
  • India
  • South Korea
  • Australia
  • Indonesia
  • Others
• Europe
  • Germany
  • France
  • United Kingdom
  • Italy
  • Spain
  • Russia
  • Others
• Latin America
  • Brazil
  • Mexico
  • Others
• Middle East and Africa

In 2024, Europe accounted for the largest market share of over 42.4%. Due to the European Union's policy objectives towards the environment and dependable electricity supply, innovation in energy storage is being boosted. Renewable energy sources support sodium-ion batteries perfectly to these objectives, promoting the demand for sodium-ion batteries in Europe. In addition, higher innovation in the research and development (R&D) activities in Europe has improved sodium-ion batteries' performance, hence making them more addictive to the commercial market and driving the market growth. Besides this, numerous partnerships and engagements of academic institutions, industrial key players, and government agencies and initiatives, ultimately creating a favorable ecosystem for sodium-ion batteries across several sectors such as renewable power storage and e-mobility, contribute to the market growth. According to a recent sodium-ion battery market research report, the continuous advancements in R&D and the growing demand for sustainable energy solutions are expected to further accelerate the adoption of these batteries in Europe.

Key Regional Takeaways:

North America Sodium Ion Battery Market Analysis

The market demand for sodium-ion batteries in North America is rising because of affordable and sustainable energy storage solutions. Concerns about the weaknesses in the lithium-ion supply chain have also brought attention to sodium-ion batteries that employ sodium which is abundant and inexpensive. Such batteries have increased safety features such as low thermal runaway risk, which makes these batteries ideal for renewable power storage, grid-tied storage, and electric vehicles all of which are critical in the sustainable energy development plan in the region. It is growing through different adoption levels influenced by government clean energy plans, and rising investment in renewable assets.

United States Sodium Ion Battery Market Analysis

In 2024, the United States accounted for the largest market share of over 77.90% in North America. The USA sodium-ion battery market is expanding due to the increasing demand for cost-effective and sustainable energy storage solutions in grid-scale energy applications. Moreover, utility providers are actively integrating sodium-ion batteries to enhance the reliability of renewable energy sources like wind and solar. Additionally, industries are increasingly seeking alternatives to lithium-ion batteries amidst rising concerns over raw material scarcity and geopolitical supply chain vulnerabilities. Battery manufacturers are innovating to meet the growing interest in sodium-ion batteries for electric vehicles, particularly for lower-range models. Furthermore, federal initiatives promoting domestic battery production and energy independence are fostering research and development in sodium-ion technologies which is providing an stimulus to the market growth. Also, the growth of data centers and telecommunications infrastructure is driving demand for efficient backup power solutions, with sodium-ion batteries gaining traction due to their performance under various environmental conditions. According to reports, the United States of America has 3065 listed data centers. Also, in 2024, Natron's Holland, MI facility is set to scale up its production capacity for sodium-ion batteries to 600 megawatts annually, a significant move to address the growing energy storage demands, particularly in data centers that are powering the surge in Artificial Intelligence (AI) technologies. This increase in production capacity reflects the rising need for efficient, sustainable, and high-performance energy storage systems that can meet the high energy requirements of data centers driven by AI advancements.

Asia Pacific Sodium Ion Battery Market Analysis

The Asia Pacific region is witnessing rapid growth in the sodium-ion battery market, driven by a combination of factors such as the large-scale adoption of renewable energy, government initiatives, and high manufacturing capacity. China, as a global leader in battery production, is investing heavily in sodium-ion battery research and development, seeing them as a critical part of future energy storage systems. China's first large-scale sodium-ion battery energy storage station has officially commenced operations in Nanning, Guangxi autonomous region. The country's energy storage market is booming, particularly for grid energy applications, where sodium-ion batteries can offer significant advantages due to their cost-effectiveness and reliance on widely available materials. Japan and South Korea are also exploring sodium-ion technology as a solution for energy storage and electric vehicle applications, aiming to diversify their battery supply chains and reduce dependence on lithium resources. The demand for energy storage systems in industrial and commercial sectors, as well as the adoption of electric vehicles, is fueling the market's growth in this region.

Latin America Sodium Ion Battery Market Analysis

Latin America's sodium-ion battery market is evolving as countries like Brazil and Chile are leveraging their abundant sodium resources to develop localized battery production capacities. Moreover, renewable energy initiatives are deploying sodium-ion batteries in solar and wind farms to enhance grid reliability in remote areas. Additionally, the rising focus on electrified public transportation is further driving demand for sodium-ion battery-powered vehicles. According to reports, the number of electric public buses across the Latin American region grew by more than 100% between 2020 and April 2023.

Middle East and Africa Sodium Ion Battery Market Analysis

The Middle East and Africa (MEA) region is witnessing a rise in the adoption of sodium-ion batteries, driven by the region's emphasis on transitioning towards renewable energy to reduce its dependency on fossil fuels. Countries such as Saudi Arabia and the UAE are leading the way by incorporating sodium-ion batteries into large-scale solar power projects. These projects are designed to ensure stable energy storage, which is crucial for the successful integration of renewable energy sources like solar and wind, particularly in areas with high energy demands and long periods of sunshine.

Competitive Landscape:

The sodium-ion battery market is growing fast, with huge players leading innovation and expansion. Companies like Natron Energy, CATL, and Faradion are at the top, focusing on advancing technology and production capacity. Natron Energy recently opened the first commercial-scale sodium-ion battery manufacturing facility in the U.S., while CATL explores its usage in electric vehicles. Faradion, being a part of Reliance, was working to develop cost-effective and sustainable solutions. The competition focuses on improving energy density, safety, and battery lifespan to compete with lithium-ion technology. Regional companies in Asia, North America, and Europe are building supply chains and increasing investment in renewable energy applications. For instance, in January 2024, Altris, a leader in sustainable sodium-ion battery technology, and Clarios, a world leader in cutting-edge low-voltage battery solutions, announced they have formed a creative alliance to develop low-voltage sodium-ion batteries for the automotive sector.

The report has also analysed the competitive landscape of the market with some of the key players being:

• Altris AB
• AMTE Power plc
• Aquion Energy
• Faradion Limited
• HiNa Battery Technology Co. Ltd.
• Natron Energy Inc.
• NEI Corporation
• NGK Insulators Ltd.
• Tiamat Energy

Key Questions Answered in This Report

• 1.How big is the sodium ion battery market?
• 2.What is the future outlook of sodium ion battery market?
• 3.What are the key factors driving the sodium ion battery market?
• 4.Which region accounts for the largest sodium ion battery market share?
• 5.Which are the leading companies in the global sodium ion battery market?

Table of Contents

1 Preface

2 Scope and Methodology

• 2.1 Objectives of the Study
• 2.2 Stakeholders
• 2.3 Data Sources
  • 2.3.1 Primary Sources
  • 2.3.2 Secondary Sources
• 2.4 Market Estimation
  • 2.4.1 Bottom-Up Approach
  • 2.4.2 Top-Down Approach
• 2.5 Forecasting Methodology

3 Executive Summary

4 Introduction

• 4.1 Overview
• 4.2 Key Industry Trends

5 Global Sodium Ion Battery Market

• 5.1 Market Overview
• 5.2 Market Performance
• 5.3 Impact of COVID-19
• 5.4 Market Forecast

6 Market Breakup by Type

• 6.1 Sodium-Sulphur Battery
  • 6.1.1 Market Trends
  • 6.1.2 Market Forecast
• 6.2 Sodium-Salt Battery
  • 6.2.1 Market Trends
  • 6.2.2 Market Forecast
• 6.3 Sodium-Air Battery
  • 6.3.1 Market Trends
  • 6.3.2 Market Forecast

7 Market Breakup by Application

• 7.1 Stationary Energy Storage
  • 7.1.1 Market Trends
  • 7.1.2 Market Forecast
• 7.2 Transportation
  • 7.2.1 Market Trends
  • 7.2.2 Market Forecast

8 Market Breakup by Region

• 8.1 North America
  • 8.1.1 United States
    • 8.1.1.1 Market Trends
    • 8.1.1.2 Market Forecast
  • 8.1.2 Canada
    • 8.1.2.1 Market Trends
    • 8.1.2.2 Market Forecast
• 8.2 Asia-Pacific
  • 8.2.1 China
    • 8.2.1.1 Market Trends
    • 8.2.1.2 Market Forecast
  • 8.2.2 Japan
    • 8.2.2.1 Market Trends
    • 8.2.2.2 Market Forecast
  • 8.2.3 India
    • 8.2.3.1 Market Trends
    • 8.2.3.2 Market Forecast
  • 8.2.4 South Korea
    • 8.2.4.1 Market Trends
    • 8.2.4.2 Market Forecast
  • 8.2.5 Australia
    • 8.2.5.1 Market Trends
    • 8.2.5.2 Market Forecast
  • 8.2.6 Indonesia
    • 8.2.6.1 Market Trends
    • 8.2.6.2 Market Forecast
  • 8.2.7 Others
    • 8.2.7.1 Market Trends
    • 8.2.7.2 Market Forecast
• 8.3 Europe
  • 8.3.1 Germany
    • 8.3.1.1 Market Trends
    • 8.3.1.2 Market Forecast
  • 8.3.2 France
    • 8.3.2.1 Market Trends
    • 8.3.2.2 Market Forecast
  • 8.3.3 United Kingdom
    • 8.3.3.1 Market Trends
    • 8.3.3.2 Market Forecast
  • 8.3.4 Italy
    • 8.3.4.1 Market Trends
    • 8.3.4.2 Market Forecast
  • 8.3.5 Spain
    • 8.3.5.1 Market Trends
    • 8.3.5.2 Market Forecast
  • 8.3.6 Russia
    • 8.3.6.1 Market Trends
    • 8.3.6.2 Market Forecast
  • 8.3.7 Others
    • 8.3.7.1 Market Trends
    • 8.3.7.2 Market Forecast
• 8.4 Latin America
  • 8.4.1 Brazil
    • 8.4.1.1 Market Trends
    • 8.4.1.2 Market Forecast
  • 8.4.2 Mexico
    • 8.4.2.1 Market Trends
    • 8.4.2.2 Market Forecast
  • 8.4.3 Others
    • 8.4.3.1 Market Trends
    • 8.4.3.2 Market Forecast
• 8.5 Middle East and Africa
  • 8.5.1 Market Trends
  • 8.5.2 Market Breakup by Country
  • 8.5.3 Market Forecast

9 SWOT Analysis

• 9.1 Overview
• 9.2 Strengths
• 9.3 Weaknesses
• 9.4 Opportunities
• 9.5 Threats

10 Value Chain Analysis

11 Porters Five Forces Analysis

• 11.1 Overview
• 11.2 Bargaining Power of Buyers
• 11.3 Bargaining Power of Suppliers
• 11.4 Degree of Competition
• 11.5 Threat of New Entrants
• 11.6 Threat of Substitutes

12 Price Analysis

13 Competitive Landscape

• 13.1 Market Structure
• 13.2 Key Players
• 13.3 Profiles of Key Players
  • 13.3.1 Altris AB
    • 13.3.1.1 Company Overview
    • 13.3.1.2 Product Portfolio
  • 13.3.2 AMTE Power plc
    • 13.3.2.1 Company Overview
    • 13.3.2.2 Product Portfolio
  • 13.3.3 Aquion Energy
    • 13.3.3.1 Company Overview
    • 13.3.3.2 Product Portfolio
  • 13.3.4 Faradion Limited
    • 13.3.4.1 Company Overview
    • 13.3.4.2 Product Portfolio
  • 13.3.5 HiNa Battery Technology Co. Ltd.
    • 13.3.5.1 Company Overview
    • 13.3.5.2 Product Portfolio
  • 13.3.6 Natron Energy Inc.
    • 13.3.6.1 Company Overview
    • 13.3.6.2 Product Portfolio
  • 13.3.7 NEI Corporation
    • 13.3.7.1 Company Overview
    • 13.3.7.2 Product Portfolio
  • 13.3.8 NGK Insulators Ltd.
    • 13.3.8.1 Company Overview
    • 13.3.8.2 Product Portfolio
    • 13.3.8.3 Financials
    • 13.3.8.4 SWOT Analysis
  • 13.3.9 Tiamat Energy
    • 13.3.9.1 Company Overview
    • 13.3.9.2 Product Portfolio