The Global Market for Sodium-ion Batteries 2023-2033

1              INTRODUCTION 

• 1.1          Motivation for battery development beyond lithium        10
• 1.2          Value proposition for sodium-ion batteries           11
• 1.3          Technology description 12
• 1.4          Key performance metrics             14
• 1.5          The Li-ion battery market             15

2              SODIUM-ION BATTERY CHEMISTRIES AND CELL DESIGNS 

• 2.1          Comparative analysis with other battery types    18
• 2.2          Materials in sodium-ion battery cells       22
• 2.3          Cathode materials           23
  • 2.3.1      Layered transition metal oxides 23
    • 2.3.1.1   Cycling performance      24
    • 2.3.1.2   Advantages and disadvantages  26
    • 2.3.1.3   Market prospects for LO SIB        27
  • 2.3.2      Polyanionic         29
    • 2.3.2.1   Advantages and disadvanyages 31
    • 2.3.2.2   Market prospects for Poly SIB     32
  • 2.3.3      Prussian blue analogues (PBA)   32
    • 2.3.3.1   Advantages and disadvantages  33
    • 2.3.3.2   Market prospects            34
• 2.4          Anode materials               36
  • 2.4.1      Hard carbons     36
  • 2.4.2      Carbon black      37
  • 2.4.3      Carbon nanotubes           39
  • 2.4.4      Graphene           40
  • 2.4.5      Alloying materials            41
• 2.5          Electrolytes        43
  • 2.5.1.1   Carbonate-based liquid electrolytes (e.g. EC/PC with Na salts)      45
  • 2.5.1.2   Ionic liquids        46
  • 2.5.1.3   Solid state electrolytes (e.g. Na-beta-alumina)    48
• 2.6          Other components          49
• 2.7          Molten sodium batteries              52
• 2.8          Aqueous rechargeable sodium ion batteries         55

3              MANUFACTURING PROCESS AND COST ANALYSIS             

• 3.1          Description of manufacturing process     57
• 3.2          Cost breakdown and analysis      59

4              THE GLOBAL MARKET FOR SODIUM-ION BATTERIES        

• 4.1          Market drivers and challenges, by market             63
• 4.2          Market developments 2020-2023              64
• 4.3          Main players      70
• 4.4          Market value chain          72
• 4.5          The market in China        75
• 4.6          Global patent landscape               77
• 4.7          Competitive landscape  79
• 4.8          Benchmarking of products           81
• 4.9          Capacities by 2033 by cathode type         82
• 4.10        Grid storage       84
  • 4.10.1    Market overview             84
  • 4.10.2    Competing technologies               85
  • 4.10.3    Market outlook 86
• 4.11        Electric vehicles (EV)       87
  • 4.11.1    Market overview             88
    • 4.11.1.1                EVs         88
    • 4.11.1.2                Low speed EVs  88
  • 4.11.2    Competing technologies               89
  • 4.11.3    Market outlook 89
• 4.12        Consumer electronics    90
  • 4.12.1    Market overview             90
  • 4.12.2    Competing technologies               92
  • 4.12.3    Market outlook 93
• 4.13        Stationary batteries        94
  • 4.13.1    Market overview             95
  • 4.13.2    Competing technologies               95
  • 4.13.3    Market outlook 97
• 4.14        Electric boats     97
  • 4.14.1    Market overview             97
  • 4.14.2    Competing technologies               99
  • 4.14.3    Market outlook 100
• 4.15        Global Market Size and Forecast                102
• 4.16        Future outlook  106

5              COMPANY PROFILES       108 (32 company profiles)

6              RESEARCH METHODOLOGY         153

7              REFERENCES       154

List of Tables

• Table 1. Na-based battery types.               17
• Table 2. Pros and cons compared to other battery types. 18
• Table 3. Materials in sodium-ion battery cells.     22
• Table 4. Comparative analysis of different polyanionic materials 30
• Table 5. Comparison of cathode materials.            35
• Table 6. Na-ion battery anode materials.               36
• Table 7. Comparison of carbon based anodes.     42
• Table 8. Comparison of electrolyte salts and solvents.     44
• Table 9.Other components in Na-ion batteries.   49
• Table 10. Production steps in Na-ion battery manufacturing process.        57
• Table 11. Na-ion raw material cost.          60
• Table 12. Na-ion cell cost analysis             61
• Table 13. Market drivers and challenges in sodium-ion batteries. 63
• Table 14. Market developments 2020-2023.         64
• Table 15. Main market players in sodium-ion batteries.  70
• Table 16. Na-ion battery market landscape in China.         75
• Table 17. Sodium-ion battery patents by country.              78
• Table 18. Benchmarking of sodium-ion products.               81
• Table 19. Global market for sodium-ion batteries 2022-2033 (Billions USD).           102
• Table 20. Global market for sodium-ion batteries 2022-2033 (Billions USD).           103
• Table 21. Global market for sodium-ion batteries 2022-2033 (GWh), by market . 104

List of Figures

• Figure 1.  CATL's first-generation sodium-ion battery       13
• Figure 2. Schematic illustration of sodium-ion battery.    15
• Figure 3. Schematic of Prussian blue analogues (PBA).     33
• Figure 4. Na-ion energy density vs Li-ion.               59
• Figure 5. Cost Of Lithium VS Sodium.       61
• Figure 6. Sodium Ion Batteries Cost Vs Lithium Battery Cost.         61
• Figure 7. Market value chain.      72
• Figure 8. Sodium-ion battery patents 2018-2022.                78
• Figure 9. Sodium-ion capacities by 2033, by cathode type (GWh).               83
• Figure 10. Salt-E Dog mobile battery.       95
• Figure 11. Global market for sodium-ion batteries 2022-2033 (Billions USD).         103
• Figure 12. Global market for sodium-ion batteries 2022-2033 (GWh), by market .                105
• Figure 13. LiNa Energy battery.  138

The Global Market for Sodium-ion Batteries 2023-2033

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The Global Market for Sodium-ion Batteries 2023-2033

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