儲能鈉離子電池市場機會、成長動力、產業趨勢分析及2025-2034年預測

Energy Storage Sodium Ion Battery Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025-- 2034

出版日期: 2025年05月05日 | 出版商:

Global Market Insights Inc. | 英文 127 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

2024年，全球儲能鈉離子電池市場規模達2.453億美元，預計到2034年將以25.3%的複合年成長率成長，達到23.2億美元，這得益於對經濟實惠且永續的儲能解決方案日益成長的需求。鈉是地球上第六大元素，是一種環保的鋰替代品，可降低電池生產的成本和供應鏈挑戰。鈉離子電池因其更安全的特性而日益普及，因為它們不易過熱和熱失控，非常適合大規模儲能應用。

鈉離子電池在穩定電網方面變得越來越重要，因為它們能夠儲存來自太陽能和風能等再生能源的多餘能量，並在用電高峰期提供關鍵的備用電源。這些電池對於電網級儲能尤其重要，因為它們能夠承受長時間放電和深度循環，從而發揮重要作用。隨著對永續且經濟高效的儲能解決方案的需求不斷成長，研發投入正在穩步提升鈉離子電池的性能，並提高其效率和耐用性。這項進展使鈉離子電池成為未來各種儲能應用的有希望的替代方案。

市場範圍
起始年份	2024
預測年份	2025-2034
起始值	2.453億美元
預測值	23.2億美元
複合年成長率	25.3%

鈉離子電池市場種類繁多，目前已有多種不同類型電池正在針對特定應用進行開發。鈉硫電池市場預計將大幅成長，預計到2034年市場價值將達到11.5億美元。這類電池能量密度極高，循環壽命長達4,500次以上，是需要高溫運轉的固定式儲能系統的理想選擇。鈉硫電池通常在300°C至350°C的溫度下運行，特別適用於效率和可靠性至關重要的大規模電網級儲能和備用電源系統。

非水鈉離子電池是市場成長的另一個關鍵貢獻因素。這類電池在2024年佔據78.8%的市場佔有率，與其他類型的電池相比，其更高的耐溫性和更優異的能量性能備受青睞。它們能夠在從電網儲能到移動出行的各種環境下運行，使其成為能源公司和電動車製造商的理想解決方案，用途廣泛。

北美儲能鈉離子電池市場在2024年佔據23.2%的市場佔有率，預計未來幾年將大幅成長。鈉離子電池作為一種經濟高效且國產化的替代能源，正日益受到青睞，而鋰離子電池則依賴進口。鈉的豐富資源和相對較低的成本，為能源安全和開發更永續的能源解決方案提供了戰略優勢。人們對鈉離子電池日益成長的興趣凸顯了其透過減少對進口材料的依賴並增強能源產業整體永續性來改變儲能格局的潛力。

全球儲能鈉離子電池市場的領先公司包括Faradion Limited、Northvolt、Tiamat、Altris和CATL。這些公司正在積極開發新技術，以提高鈉離子電池在大規模儲能應用中的性能、可擴展性和安全性。為了鞏固市場地位，Faradion Limited和Northvolt等鈉離子電池行業的公司正致力於透過提高效率和循環壽命來改進其電池技術。他們正在大力投資研發，以開發更永續和成本效益的解決方案，以滿足日益成長的儲能需求。此外，與再生能源供應商的策略合作夥伴關係以及政府支持的措施正在幫助這些公司擴大市場影響力。

產業生態系統
川普政府關稅分析
- 對貿易的影響
  - 貿易量中斷
  - 報復措施
- 對產業的影響
  - 供應方影響（原料）
    - 主要材料價格波動
    - 供應鏈重組
    - 生產成本影響
  - 需求面影響（售價）
    - 價格傳導至終端市場
    - 市佔率動態
    - 消費者反應模式
- 受影響的主要公司
- 策略產業反應
  - 供應鏈重組
  - 定價和產品策略
  - 政策參與
- 展望與未來考慮
監管格局
產業衝擊力
- 成長動力
- 產業陷阱與挑戰
成長潛力分析
波特的分析
PESTEL分析

第4章：競爭格局

介紹
戰略儀表板
創新與永續發展格局

第5章：市場規模及預測：依類型，2021 - 2034

主要趨勢
鈉硫電池
鈉鹽電池
鈉空氣電池

第6章：市場規模及預測：依技術分類，2021 - 2034 年

主要趨勢
水性
非水性

第7章：市場規模及預測：依地區，2021 - 2034

主要趨勢
北美洲
- 美國
- 加拿大
歐洲
- 德國
- 法國
- 英國
亞太地區
- 中國
- 日本
- 韓國
- 印度
世界其他地區

第8章：公司簡介

Altris
CATL
China BAK Battery
Faradion Limited
HiNa Battery Technology
Li-FUN Technology
Northvolt
Natron Energy
SVOLT
Tiamat

簡介目錄

Product Code: 13720

The Global Energy Storage Sodium Ion Battery Market was valued at USD 245.3 million in 2024 and is estimated to grow at a CAGR of 25.3% to reach USD 2.32 billion by 2034, driven by the increasing demand for affordable and sustainable energy storage solutions. Sodium, being the sixth most abundant element on Earth, offers an environmentally friendly alternative to lithium, reducing both the cost and supply chain challenges associated with battery production. Sodium-ion batteries are gaining popularity due to their safer properties, as they are less prone to overheating and thermal runaway, making them suitable for large-scale energy storage applications.

Energy Storage Sodium Ion Battery Market - IMG1

Sodium-ion batteries are becoming increasingly essential in stabilizing power grids, as they store excess energy from renewable sources such as solar and wind and provide critical backup power during peak demand periods. These batteries are especially valuable for grid-level energy storage, where their ability to handle long discharge cycles and deep cycling can make a significant impact. As the demand for sustainable and cost-effective energy storage solutions grows, investments in research and development are steadily improving the performance of sodium-ion batteries, enhancing their efficiency and durability. This progress positions sodium-ion batteries as a promising alternative for a variety of energy storage applications in the future.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$245.3 Million
Forecast Value	$2.32 Billion
CAGR	25.3%

The sodium-ion battery market is diverse, with several distinct types being developed for specific applications. The sodium-sulfur battery segment is expected to witness substantial growth, with projections indicating a market value of USD 1.15 billion by 2034. These batteries offer exceptional energy density and long cycle life, capable of more than 4,500 cycles, making them ideal for stationary energy storage systems that require high-temperature operation. Typically operating at temperatures ranging from 300°C to 350°C, sodium-sulfur batteries are particularly well-suited for large-scale grid-level storage and backup power systems, where efficiency and reliability are critical.

The non-aqueous sodium-ion battery segment is another key contributor to the market's growth. These batteries, which account for 78.8% share in 2024, are favored for their enhanced temperature tolerance and superior energy performance compared to other battery types. Their ability to operate in diverse environments, ranging from grid storage to mobility applications, makes them a versatile and highly desirable solution for energy companies and electric vehicle manufacturers.

North America Energy Storage Sodium Ion Battery Market held a 23.2% share in 2024 and is expected to grow significantly in the coming years. Sodium-ion batteries are gaining traction as a cost-effective and domestically produced alternative to lithium-ion batteries, dependent on imports. The abundant availability of sodium, combined with its relatively lower cost, provides a strategic advantage in energy security and the development of more sustainable energy solutions. This growing interest in sodium-ion batteries underscores their potential to transform the energy storage landscape by reducing reliance on imported materials and enhancing the overall sustainability of the energy sector.

Leading companies in the Global Energy Storage Sodium Ion Battery Market include Faradion Limited, Northvolt, Tiamat, Altris, and CATL. These companies are actively developing new technologies to enhance the performance, scalability, and safety of sodium-ion batteries for large-scale energy storage applications. To strengthen their market presence, companies in the sodium-ion battery industry, such as Faradion Limited and Northvolt, are focusing on advancing their battery technologies by improving efficiency and cycle life. They are investing heavily in research to develop more sustainable and cost-effective solutions to meet the growing demand for energy storage. Additionally, strategic partnerships with renewable energy providers and government-backed initiatives are helping these companies expand their market footprint.

Chapter 1 Methodology & Scope

1.1 Research design
1.2 Base estimates & calculations
1.3 Forecast model
1.4 Primary research & validation
- 1.4.1 Primary sources
- 1.4.2 Data mining sources
1.5 Market definitions

Chapter 2 Executive Summary

2.1 Industry synopsis, 2021 - 2034

Chapter 3 Industry Insights

3.1 Industry ecosystem
3.2 Trump administration tariff analysis
- 3.2.1 Impact on trade
  - 3.2.1.1 Trade volume disruptions
  - 3.2.1.2 Retaliatory measures
- 3.2.2 Impact on the industry
  - 3.2.2.1 Supply-side impact (raw materials)
    - 3.2.2.1.1 Price volatility in key materials
    - 3.2.2.1.2 Supply chain restructuring
    - 3.2.2.1.3 Production cost implications
  - 3.2.2.2 Demand-side impact (selling price)
    - 3.2.2.2.1 Price transmission to end markets
    - 3.2.2.2.2 Market share dynamics
    - 3.2.2.2.3 Consumer response patterns
- 3.2.3 Key companies impacted
- 3.2.4 Strategic industry responses
  - 3.2.4.1 Supply chain reconfiguration
  - 3.2.4.2 Pricing and product strategies
  - 3.2.4.3 Policy engagement
- 3.2.5 Outlook and future considerations
3.3 Regulatory landscape
3.4 Industry impact forces
- 3.4.1 Growth drivers
- 3.4.2 Industry pitfalls & challenges
3.5 Growth potential analysis
3.6 Porter's analysis
- 3.6.1 Bargaining power of suppliers
- 3.6.2 Bargaining power of buyers
- 3.6.3 Threat of new entrants
- 3.6.4 Threat of substitutes
3.7 PESTEL analysis