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1489487

全球鈉離子電池市場 - 2024-2031

Global Sodium-Ion Battery Market - 2024-2031

出版日期: 2024年06月05日 | 出版商:

DataM Intelligence | 英文 194 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

概述

2023年，全球鈉離子電池市場達到8.602億美元，預計2031年將達到40.052億美元，2024-2031年預測期間複合年成長率為21.2%。

許多西方國家對中國完全主導鈉離子電池供應鏈提出安全疑慮。因此，人們越來越關注使用獨立於中國的材料和供應鏈來開發電池技術。 2023年11月，瑞典公司Northvolt推出了完全獨立於中國供應鏈開發的新型鈉離子電池組，能量密度為1,60Wh/kg。

缺乏完善的支持生態系統可能會阻礙市場成長。鋰電池具有先發優勢，廣泛的生產和回收基礎設施已經開發出來。即使技術障礙被克服，鈉離子電池要與鋰電池競爭，也必須開發支撐生態系統。

動力學

提高鋰產量的問題

鋰離子電池已成為電動車和消費性電子產品供電的預設選擇。然而，鋰的需求一直超過供應，惠譽評級甚至表示，世界最早可能在 2025 年出現鋰短缺。

因此，科學家正在研究鈉離子電池作為鋰化學電池的替代品。與鋰不同，鈉資源豐富，並且擁有易於建立的供應鏈，可以擴大規模以滿足任何假設的需求成長。如果鋰產量增加的問題持續存在，長遠來看可能會增加對鈉離子電池的需求。

擴大太陽能產能

根據國際再生能源機構（IRENA）最新統計，目前2023年太陽能裝置容量為106萬兆瓦，較上年成長17.5%。中國、歐盟和美國在2022年的產能增量最高。

研究表明，在大規模儲存剩餘太陽能方面，鈉離子電池可能比鋰離子電池經濟得多。 2023年8月，中國電池製造商百瓦特推出了首款用於住宅太陽能儲存應用的鈉離子電池。

與鋰離子電池相比的性能限制

與鋰化學電池相比，鈉離子電池的最大缺點之一是能量密度低。此電池的平均能量密度在90-150Wh/kg範圍內，接近鋰電池平均能量密度250Wh/kg的一半。此外，鈉離子電池的放電性能也不穩定，使其不適合電動車等高性能應用。

克服這些效能限制並不容易。儘管經過十多年的研究，科學家仍無法有意義地提高鈉離子電池的能量密度。到目前為止，鈉離子電池唯一的主要優點是不會像鋰離子電池那樣熱失控，並且在更廣泛的溫度範圍內具有穩定的性能。

Many western nations have raised security concerns about China's complete domination of the sodium-ion battery supply chain. As a result, there is an increased focus on developing battery technology with materials and supply chains independent from China. In November 2023, the Swedish company Northvolt unveiled its new sodium-ion battery pack with an energy density of 160Wh/kg which was developed completely independent of Chinese supply chain.

The lack of a well-developed support ecosystem could hamper market growth. Lithium batteries have a first mover advantage, with extensive production and recycling infrastructure already being developed. Even if technological hurdles are overcome, the support ecosystem will have to be developed in order for sodium-ion batteries to compete with lithium batteries.

Dynamics

Problems in Increasing Lithium Production

Lithium-ion batteries have become the default choice for powering electric vehicles and consumer electronics. However, demand for lithium has consistently outstripped supply, with Fitch Ratings even stating that the world could enter into a deficit of lithium as soon as 2025. Developing new mines and getting capacity online can take years, which is not favorable for the current supply shortfalls.

Therefore, scientists are looking at sodium-ion batteries as an alternative to lithium chemistry batteries. Unlike lithium, sodium is available in abundance and has a readily established supply chain which can be scaled up to meet any hypothetical increase in demand. If problems with increasing lithium production continue to persist, it could raise demand for sodium-ion batteries in the long term.

Expansion of Solar Energy Production Capacity

According to the latest stats of the international renewable energy agency (IRENA), there is currently 1.06 million MW of installed solar energy production capacity in 2023, up by 17.5% from the previous year. China, the European Union and U.S. had the highest capacity addition in 2022. As solar energy production accelerates, it opens up new growth opportunities for the global sodium-ion battery market, especially in energy storage applications.

Research has indicated that sodium-ion batteries could be far more economical than lithium-ion batteries to store surplus solar energy at scale. In August 2023, Biwatt Power, a Chinese battery manufacturer, unveiled the first sodium-ion batteries for residential solar energy storage application.

Performance Limitations as Compared to Lithium-Ion Batteries

One of the biggest drawbacks of sodium-ion batteries over lithium chemistry is its low energy density. The batteries have an average energy density in the range of 90-150Wh/kg, nearly half of lithium batteries, which have an average density of 250Wh/kg. Furthermore, the discharge performance of sodium-ion batteries is also erratic, making them unsuitable for high-performance applications like electric vehicles.

Overcoming these performance limitations has not been easy. In spite of more than a decade of research, scientists have been unable to meaningfully increase the energy density of sodium-ion batteries. So far, the only major advantage of sodium-ion batteries is that they do not experience thermal runaways like lithium-ion batteries and have stable performance across a wider temperature range.

Segment Analysis

The global sodium-ion battery market is segmented based on battery, technology, end-user and region.

The Automotive Industry is Expected to be the Largest Beneficiary of Advances in Sodium Battery Technology

Scientists and engineers have been long considering sodium-ion batteries as a substitute for lithium chemistry batteries. Although there are still quite a few problems to be worked out, the batteries are being adopted for EV two wheelers. In December 2023, TAILG, a Chinese automotive brand, launched a lineup of luxury electric two wheelers utilizing sodium-ion batteries.

Contemporary Amperex Technology Co. Ltd announced in May 2024 that it was developing next-generation sodium-ion batteries with energy densities greater than 200Wh/kg. The company also confirmed that Chery, a Chinese automaker, will be the first brand to use the batteries in its electric vehicles.

Geographical Penetration

New Innovations Will Propel Market Growth in North America

One decisive factor that has aided the market growth in North America is its well-developed research ecosystem. In U.S., electric vehicle manufacturers, along with battery technology startups are experimenting with sodium chemistry. The availability of generous venture capital funding and a ready market for commercial deployment are some other factors that work in its favor. Currently, many former engineers at EV companies are launching their own battery tech startups.

In October 2023, Peak Energy, a startup developing sodium-ion batteries and founded by ex-Tesla Engineers, announced that they had raised US$ 10 million in new venture capital funding and that its first batteries will hit the market by 2025. In May 2024, Natron Energy, another U.S-based battery tech startup, announced that it was commencing the mass production of its fast-charging sodium-ion batteries.

COVID-19 Impact Analysis

Research and development activities within the battery industry continued in a more restricted capacity during the pandemic. The trials and launch of new products were postponed and new research projects were delayed. Venture capital funding for startups dried up due to difficult economic conditions and many companies in the sector went bankrupt.

Many national governments included major funding for green technology in their economic stimulus packaging for pandemic recovery. It created a new growth opportunity for the market, as startups could take advantage of increased capital inflows to launch market-ready products. The global sodium-ion battery market is poised for major growth in the post-pandemic period.

Russia-Ukraine War Impact Analysis

Even before the start of war in Ukraine, Russia's battery industry was struggling. It was lagging behind Europe, U.S. and China in developing and patenting new technologies. Furthermore, public and private investment in the industry was also declining and many research initiatives had to shut down due to a lack of funding.

All western countries imposed tough economic sanctions on Russia for the war, which practically led to a collapse of the domestic sodium-ion battery industry. Many highly qualified research personnel left the country to continue research studies in European universities. It has caused long-term damage to Russia's battery technology sector, which is unlikely to develop further unless co-operation is restored with western countries.

By Battery

Sodium-Sulfur Batteries
Sodium-Salt Batteries
Sodium-Air Batteries
Others

By Technology

Aqueous
Non-Aqueous
Others

By End-User

Automotive
Industrial
Energy Storage
Others

By Region

North America
- U.S.
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Spain
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

In January 2024, JAC Group, a Chinese automotive manufacturer, launched the country's first electric vehicle entirely powered by sodium-ion batteries. The batteries were developed by HiNa Battery Technology Co. Ltd.
In February 2024, Sodion Energy, an India-founded multinational startup, launched India's first commercial sodium-ion batteries. The batteries are mostly designed for use in electric two wheelers and consumer appliances.
In March 2024, Contemporary Amperex Technology Co. Ltd established a new research and development center in Hong Kong.

Competitive Landscape

The major global players in the market include Faradion, Contemporary Amperex Technology Co., Limited, Tiamat Energy, NGK Insulators Ltd., Li-FUN Technology Corporation Ltd., Natron Energy, Inc., Zheijang Natrium Energy Co. Ltd., Transimage Sodium-Ion Battery Co. Ltd., HiNa Battery Technology Co., Ltd and Jiangsu Zoolnasm Energy Technology Co. Ltd.

Why Purchase the Report?

To visualize the global sodium-ion battery market segmentation based on battery, technology, end-user and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of sodium-ion battery market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global sodium-ion battery market report would provide approximately 62 tables, 59 figures and 194 Pages.

Target Audience 2024

Automotive Companies
Energy Storage Solutions Companies
Industry Investors/Investment Bankers
Research Professionals

1.Methodology and Scope

1.1.Research Methodology
1.2.Research Objective and Scope of the Report

2.Definition and Overview

3.Executive Summary

3.1.Snippet by Battery
3.2.Snippet by Technology
3.3.Snippet by End-User
3.4.Snippet by Region

4.Dynamics

4.1.Impacting Factors
- 4.1.1.Drivers
  - 4.1.1.1.Problems in Increasing Lithium Production
  - 4.1.1.2.Expansion of Solar Energy Production Capacity
- 4.1.2.Restraints
  - 4.1.2.1.Performance Limitations as Compared to Lithium-ion Batteries
- 4.1.3.Opportunity
- 4.1.4.Impact Analysis

5.Industry Analysis

5.1.Porter's Five Force Analysis
5.2.Supply Chain Analysis
5.3.Pricing Analysis
5.4.Regulatory Analysis
5.5.Russia-Ukraine War Impact Analysis
5.6.DMI Opinion

6.COVID-19 Analysis

6.1.Analysis of COVID-19
- 6.1.1.Scenario Before COVID-19
- 6.1.2.Scenario During COVID-19
- 6.1.3.Scenario Post COVID-19
6.2.Pricing Dynamics Amid COVID-19
6.3.Demand-Supply Spectrum
6.4.Government Initiatives Related to the Market During Pandemic
6.5.Manufacturers Strategic Initiatives
6.6.Conclusion

7.By Battery

7.1.Introduction
- 7.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 7.1.2.Market Attractiveness Index, By Battery
7.2.Sodium-Sulfur Batteries*
- 7.2.1.Introduction
- 7.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3.Sodium-Salt Batteries
7.4.Sodium-Air Batteries
7.5.Others

8.By Technology

8.1.Introduction
- 8.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 8.1.2.Market Attractiveness Index, By Technology
8.2.Aqueous*
- 8.2.1.Introduction
- 8.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3.Non-Aqueous
8.4.Others

9.By End-User

9.1.Introduction
- 9.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 9.1.2.Market Attractiveness Index, By End-User
9.2.Automotive*
- 9.2.1.Introduction
- 9.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3.Industrial
9.4.Energy Storage
9.5.Others

10.By Region

10.1.Introduction
- 10.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 10.1.2.Market Attractiveness Index, By Region
10.2.North America
- 10.2.1.Introduction
- 10.2.2.Key Region-Specific Dynamics
- 10.2.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 10.2.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 10.2.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.2.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.2.6.1.U.S.
  - 10.2.6.2.Canada
  - 10.2.6.3.Mexico
10.3.Europe
- 10.3.1.Introduction
- 10.3.2.Key Region-Specific Dynamics
- 10.3.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 10.3.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 10.3.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.3.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.3.6.1.Germany
  - 10.3.6.2.UK
  - 10.3.6.3.France
  - 10.3.6.4.Italy
  - 10.3.6.5.Spain
  - 10.3.6.6.Rest of Europe
10.4.South America
- 10.4.1.Introduction
- 10.4.2.Key Region-Specific Dynamics
- 10.4.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 10.4.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 10.4.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.4.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.4.6.1.Brazil
  - 10.4.6.2.Argentina
  - 10.4.6.3.Rest of South America
10.5.Asia-Pacific
- 10.5.1.Introduction
- 10.5.2.Key Region-Specific Dynamics
- 10.5.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 10.5.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 10.5.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.5.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.5.6.1.China
  - 10.5.6.2.India
  - 10.5.6.3.Japan
  - 10.5.6.4.Australia
  - 10.5.6.5.Rest of Asia-Pacific
10.6.Middle East and Africa
- 10.6.1.Introduction
- 10.6.2.Key Region-Specific Dynamics
- 10.6.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Battery
- 10.6.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 10.6.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

11.Competitive Landscape

11.1.Competitive Scenario
11.2.Market Positioning/Share Analysis
11.3.Mergers and Acquisitions Analysis

12.Company Profiles

12.1.Faradion*
- 12.1.1.Company Overview
- 12.1.2.Product Portfolio and Description
- 12.1.3.Financial Overview
- 12.1.4.Key Developments
12.2.Contemporary Amperex Technology Co., Limited
12.3.Tiamat Energy
12.4.NGK Insulators Ltd.
12.5.Li-FUN Technology Corporation Ltd.
12.6.Natron Energy, Inc.
12.7.Zheijang Natrium Energy Co. Ltd.
12.8.Transimage Sodium-Ion Battery Co. Ltd.
12.9.HiNa Battery Technology Co., Ltd
12.10.Jiangsu Zoolnasm Energy Technology Co. Ltd

LIST NOT EXHAUSTIVE