ナトリウムイオン電池市場- 世界および地域別分析：技術別、用途別、地域別 - 分析と予測（2025年～2034年）

ナトリウムイオン電池の市場規模は、ナトリウムイオン電池固有の利点、風力や太陽光などの断続的なエネルギー源の迅速な設置、e-バイクやe-リキシャなどの低速電気自動車の受け入れ拡大により、健全な成長率が見込まれています。

National Institution for Transforming Indiaによると、インドにおける系統用蓄電池の需要は、2030年までに260ギガワット時（GWh）に増加すると予想されています。

インドは、2030年までにエネルギー需要の50％を再生可能エネルギー発電でまかなうことを目指しており、その結果、蓄電池の需要が大幅に増加することになります。さらに、国際エネルギー機関（IEA）は、2050年までに太陽光発電（PV）、風力発電、水力発電が世界の電力の約80％を生み出すと予測しています。ナトリウムイオン電池は、さらなる利点を備えた重要なエネルギー貯蔵技術であるため、成長する太陽エネルギー産業と風力エネルギー産業は、ナトリウムイオン電池市場に大きなチャンスをもたらすと期待されています。

ナトリウムイオン電池は、正極と負極を持つ電気化学セルを使用するエネルギー貯蔵技術の一種です。動作可能温度が-30℃～60℃のナトリウムイオン電池は、リチウムイオン電池よりも動作安全性が高く、他の電池化学物質よりも熱耐久性に優れています。さらに、ナトリウムイオン電池は、輸送中の事故を防ぐためにゼロボルトまで放電することができ、輸送費を削減することができます。

ナトリウム電池技術は市場牽引力を得ており、今後数年でリチウムイオン電池と競合する可能性があります。しかし、ほとんどの国では、ナトリウムイオン電池の商業化とサプライチェーンはまだ初期段階にあります。ほとんどのナトリウムイオン電池は試作品か研究開発中であるため、現在の市場は鉛電池やリチウムイオン電池など他の電池が支配しています。今後数年のうちにエコシステムに参入する参入企業が増え、ナトリウムイオン電池産業は大きく拡大すると予想されます。

ナトリウムイオン電池のエネルギー密度を向上させ、新しい電解質技術を開発するための研究開発が増加しています。これは、リチウムイオン価格の高騰と排出ガスに関連する社会的懸念の高まりと政府の規制を受けて成長しています。例えば、2022年8月、日本の科学者は、低コストの3次元（3D）プリンターで製造された炭素マイクロ格子を利用したナトリウムイオン電池を開発しました。電池の小型化と製造コストの削減に加え、得られた負極はエネルギーを生成するイオンの迅速な輸送を可能にします。

当レポートでは、世界のナトリウムイオン電池市場について調査し、市場の概要とともに、技術別、用途別、地域別の動向、および市場に参入する企業のプロファイルなどを提供しています。

目次

エグゼクティブサマリー

第1章 市場：業界の展望

• 動向：現在および将来の影響評価
• ステークホルダー分析
• 市場力学の概要
• 規制状況
• 特許分析
• スタートアップの情勢
• サプライチェーン分析
• バリューチェーン分析
• 世界価格分析
• 比較製品ベンチマーク

第2章 ナトリウムイオン電池市場（用途別）

• 製品セグメンテーション別用途
• 製品別用途のサマリー
• ナトリウムイオン電池市場（用途別）

第3章 ナトリウムイオン電池市場（製品別）

• 製品セグメンテーション
• 製品のサマリー
• ナトリウムイオン電池市場（技術別）

第4章 ナトリウムイオン電池市場（地域別）

• ナトリウムイオン電池市場（地域別）
• 北米
• 欧州
• アジア太平洋
• その他の地域

第5章 市場-競合ベンチマーキングと企業プロファイル

• 今後の見通し
• 地理的評価
• 企業プロファイル
  • Aquion Energy
  • Faradion Limited
  • HiNa Battery Technology Co., Ltd
  • Ben'an Energy Technology (Shanghai) Co., Ltd
  • AMTE Power plc
  • Natron Energy, Inc.
  • Tiamat Energy
  • Jiangsu Zhongna Energy Technology Co., Ltd.
  • Contemporary Amperex Technology Co. Limited (CATL)
  • Li-FUN Technology Corporation Limited
  • BLUETTI Power Inc.
  • Indigenous Energy Storage Technologies Pvt. Ltd. (Indi Energy)
  • Altris AB
  • NEI Corporation
  • Blackstone Technology GmbH

第6章 調査手法

Sodium-Ion Batteries Industry Overview

The sodium-ion batteries market is expected to grow at a healthy growth rate because of the inherent benefits of sodium-ion batteries, the fast installation of intermittent energy sources such as wind and solar, as well as the growing acceptance of low-speed electric vehicles such as e-bikes and e-rickshaws. According to the National Institution for Transforming India, demand for grid storage batteries in India is expected to rise to 260-gigawatt hours (GWh) by 2030.

India aims to generate 50% of its energy needs from renewable sources by 2030, resulting in a substantial demand for storage batteries. Furthermore, the International Energy Agency (IEA) anticipates that solar photovoltaic (PV), wind, and hydro are expected to generate roughly 80% of the world's electricity by 2050. Since sodium-ion batteries are a significant energy storage technology with additional advantages, the growing solar and wind energy industries are expected to create considerable opportunities for the sodium-ion batteries market.

Market Lifecycle Stage

Sodium-ion batteries are a type of energy storage technology in which electrochemical cells with positive and negative electrodes are used. With operable temperatures ranging from -30°C to 60°C, sodium-ion batteries have higher operating safety than lithium-ion batteries, resulting in greater thermal durability than other battery chemistries. Furthermore, sodium-ion batteries can be discharged to zero volts to prevent accidents while in transit, lowering shipping expenses.

Sodium battery technologies have gained market traction and may be competitive with lithium-ion batteries in the coming years. However, in most countries, the commercialization and supply chain for sodium-ion batteries is still in the early stages. Most sodium-ion batteries are prototypes or in research and development (R&D); thus, the current market is dominated by other batteries such as lead-acid and lithium-ion batteries. With additional players entering the ecosystem in the coming years, the sodium-ion batteries industry is expected to expand significantly.

Increased research and development efforts are being undertaken to improve the energy density of sodium-ion batteries and develop new electrolyte technologies, which are growing in response to rising public concern and government restrictions associated with a spike in lithium-ion price and emissions. For instance, in August 2022, Scientists in Japan developed sodium-ion batteries utilizing carbon micro lattices produced with a low-cost three-dimensional (3D) printer. In addition to reducing the size of the battery and lowering production costs, the resultant anode allows for rapid transit of energy-generating ions.

Impact

With an increased worldwide focus on limited availability and high mining costs of lithium and lithium-based component, the shift to sustainable and cost-effective technologies brings significant sales and financing opportunities for sodium-ion batteries. This shift was prominently experienced in regions such as North America, Europe, and some Asian countries.

Market Segmentation:

Segmentation 1: by Application

• Transportation
• Consumer Electronics
• Large Scale Stationary Energy Storage
• Industrial

In 2024, the sodium-ion batteries market in the application sector segment was dominated by large scale stationary energy storage, owning to the consistent expansion of renewable energy capacity globally.

Segmentation 2: by Technology

• Aqueous
• Non-aqueous

In 2024, the sodium-ion batteries market was estimated to be led by non-aqueous in terms of technology, owning to its high electrochemical stability that exceeds 4 volts (V).

Segmentation 3: by Region

• North America - U.S., Canada, and Mexico
• Europe - Germany, France, U.K., Italy, Spain, and Rest-of-Europe
• Asia-Pacific - China, Japan, India, Australia, South Korea, and Rest-of-Asia-Pacific
• Rest-of-the-World

During the forecast period (2025-2034), North America and Europe are anticipated to gain traction in terms of sodium-ion batteries market production owing to the R&D advancements and supportive government initiatives in the regions.

Recent Developments in Sodium-Ion Batteries Market

• In April 2022, AMTE Power plc joined forces with Sprint Power and Eltrium to accelerate the development of next-generation battery technologies to meet the expanding and complex needs of the electric vehicle (EV) market.
• In June 2024, HiNa Battery Technology Co., Ltd., in collaboration with the Chinese Academy of Sciences (IOP-CAS), installed a 1 MWh sodium-ion battery (NIB)-based solar energy storage and intelligent micro-grid system in Taiyuan, China. The micro-grid system uses sodium-ion batteries as its main energy storage component and combines grid electricity, solar cells, and charging stations.
• In March 2021, Infraprime Logistics Technologies (IPLTech) and Faradion Limited joined forces to offer high-energy sodium-ion batteries for commercial vehicles in India.
• In June 2021, Altris AB, in collaboration with LiFeSiZE AB, developed a sodium-ion battery cell. The cell matches the performance, life cycle, and energy density of a lithium-ion battery. The battery is based on Altris' innovative Fennac cathode technology.

Demand - Drivers and Limitations

Following are the demand drivers for the sodium-ion batteries market:

• Lower cost of sodium-ion batteries compared to the counterparts
• Growing support from the government through investment in advanced energy storage technologies
• Rising renewable energy generation activities
• Increasing R&D activities on sodium-ion batteries

The market is expected to face some limitations due to the following challenges:

• Lack of industrial supply chain
• Intense competition from other advanced battery technologies

How Can This Report Add Value to an Organization?

Product/Innovation Strategy: The product segment helps the reader understand the technology used in manufacturing sodium-ion batteries, including aqueous and non-aqueous. Moreover, the study provides the reader with a detailed understanding of the sodium-ion batteries market by different application sectors (transportation, consumer electronics, large scale stationary energy storage, and industrial).

Growth/Marketing Strategy: The sodium-ion batteries market has seen development by key players operating in the market, such as product launch, business expansion, partnership, collaboration, acquisition, and joint venture. The favored strategy for the companies has been product launch and collaboration to strengthen their position in the sodium-ion batteries market.

For instance, in July 2021, Natron Energy, Inc. launched Uninterruptible Power System (UPS) featuring Natron's sodium-ion batteries by Xtreme Power Conversion. The new Xtreme Power P91L UPS is available in three kilowatts (kW) and five kilowatts (kW) capacities, with 120 and 208/220/230/240V alternating current (AC), 50/60Hz operation, and is specially designed to accept Natron's BlueTray 4000 48V direct current (DC) battery as backup power.

Competitive Strategy: Key players in the sodium-ion batteries market analyzed and profiled in the study involve sodium-ion batteries manufacturers and the overall ecosystem. Moreover, a detailed competitive benchmarking of the players operating in the sodium-ion batteries market has been done to help the reader understand how players stack against each other, presenting a clear market landscape. Additionally, comprehensive competitive strategies such as partnerships, agreements, and collaborations will aid the reader in understanding the untapped revenue pockets in the sodium-ion batteries market.

Key Market Players and Competition Synopsis

The companies that are profiled have been selected based on inputs gathered from primary experts and analyzes of company coverage, product portfolio, and market penetration.

Some prominent names established in this market are:

Company Type 1 (by Technology): Aqueous

• Natron Energy, Inc.
• Ben'an Energy Technology (Shanghai) Co., Ltd.

Company Type 2 (By Technology): Non-Aqueous

• Faradion Limited
• Aquion Energy
• Altris AB

Companies that are not a part of the afore-mentioned pool have been well represented across different sections of the report (wherever applicable).

Table of Contents

Executive Summary

Scope and Definition

Market/Product Definition

Key Questions Answered

Analysis and Forecast Note

1. Markets: Industry Outlook

• 1.1 Trends: Current and Future Impact Assessment
• 1.2 Stakeholder Analysis
  • 1.2.1 Use Case
  • 1.2.2 End User and Buying Criteria
• 1.3 Market Dynamics Overview
  • 1.3.1 Market Drivers
  • 1.3.2 Market Restraints
  • 1.3.3 Market Opportunities
• 1.4 Regulatory Landscape
• 1.5 Patent Analysis
• 1.6 Start-Up Landscape
• 1.7 Supply Chain Analysis
• 1.8 Value Chain Analysis
• 1.9 Global Pricing Analysis
• 1.10 Comparative Product Benchmarking

2. Sodium-Ion Batteries Market (By Application)

• 2.1 Application by Product Segmentation
• 2.2 Application by Product Summary
• 2.3 Sodium-Ion Batteries Market (by Application)
  • 2.3.1 Transportation Consumer
  • 2.3.2 Electronics
  • 2.3.3 Large Scale Stationary Energy Storage
  • 2.3.4 Industrial

3. Sodium-Ion Batteries Market (by Product)

• 3.1 Product Segmentation
• 3.2 Product Summary
• 3.3 Sodium-Ion Batteries Market (by Technology)
  • 3.3.1 Aqueous
  • 3.3.2 Non-Aqueous

4. Sodium-Ion Batteries Market (by region)

• 4.1 Sodium-Ion Batteries Market (by Region)
• 4.2 North America
  • 4.2.1 Regional Overview
  • 4.2.2 Driving Factors for Market Growth
  • 4.2.3 Factors Challenging the Market
  • 4.2.4 Key Companies
  • 4.2.5 Application
  • 4.2.6 Product
  • 4.2.7 U.S.
    • 4.2.7.1 Market by Application
    • 4.2.7.2 Market by Product
  • 4.2.8 Canada
    • 4.2.8.1 Market by Application
    • 4.2.8.2 Market by Product
  • 4.2.9 Mexico
    • 4.2.9.1 Market by Application
    • 4.2.9.2 Market by Product
• 4.3 Europe
  • 4.3.1 Regional Overview
  • 4.3.2 Driving Factors for Market Growth
  • 4.3.3 Factors Challenging the Market
  • 4.3.4 Key Companies
  • 4.3.5 Application
  • 4.3.6 Product
  • 4.3.7 Germany
    • 4.3.7.1 Market by Application
    • 4.3.7.2 Market by Product
  • 4.3.8 France
    • 4.3.8.1 Market by Application
    • 4.3.8.2 Market by Product
  • 4.3.9 Italy
    • 4.3.9.1 Market by Application
    • 4.3.9.2 Market by Product
  • 4.3.10 Spain
    • 4.3.10.1 Market by Application
    • 4.3.10.2 Market by Product
  • 4.3.11 U.K.
    • 4.3.11.1 Market by Application
    • 4.3.11.2 Market by Product
  • 4.3.12 Rest-of-Europe
    • 4.3.12.1 Market by Application
    • 4.3.12.2 Market by Product
• 4.4 Asia-Pacific
  • 4.4.1 Regional Overview
  • 4.4.2 Driving Factors for Market Growth
  • 4.4.3 Factors Challenging the Market
  • 4.4.4 Ongoing Projects
  • 4.4.5 Key Companies
  • 4.4.6 Application
  • 4.4.7 Product
  • 4.4.8 China
    • 4.4.8.1 Market by Application
    • 4.4.8.2 Market by Product
  • 4.4.9 Japan
    • 4.4.9.1 Market by Application
    • 4.4.9.2 Market by Product
  • 4.4.10 India
    • 4.4.10.1 Market by Application
    • 4.4.10.2 Market by Product
  • 4.4.11 South Korea
    • 4.4.11.1 Market by Application
    • 4.4.11.2 Market by Product
  • 4.4.12 Australia
    • 4.4.12.1 Market by Application
    • 4.4.12.2 Market by Product
  • 4.4.13 Rest-of-Asia-Pacific
    • 4.4.13.1 Market by Application
    • 4.4.13.2 Market by Product
• 4.5 Rest-of-the-World
  • 4.5.1 Regional Overview
  • 4.5.2 Driving Factors for Market Growth
  • 4.5.3 Factors Challenging the Market
  • 4.5.4 Ongoing Projects
  • 4.5.5 Key Companies
  • 4.5.6 Application
  • 4.5.7 Product
  • 4.5.8 South America
    • 4.5.8.1 Market by Application
    • 4.5.8.2 Market by Product
  • 4.5.9 Middle East and Africa
    • 4.5.9.1 Market by Application
    • 4.5.9.2 Market by Product

5. Markets - Competitive Benchmarking & Company Profiles

• 5.1 Next Frontiers
• 5.2 Geographic Assessment
• 5.3 Company Profiles
  • 5.3.1 Aquion Energy
    • 5.3.1.1 Overview
    • 5.3.1.2 Top Products/Product Portfolio
    • 5.3.1.3 Top Competitors
    • 5.3.1.4 Target Customers
    • 5.3.1.5 Key Personnel
    • 5.3.1.6 Analyst View
    • 5.3.1.7 Market Share
  • 5.3.2 Faradion Limited
    • 5.3.2.1 Overview
    • 5.3.2.2 Top Products/Product Portfolio
    • 5.3.2.3 Top Competitors
    • 5.3.2.4 Target Customers
    • 5.3.2.5 Key Personnel
    • 5.3.2.6 Analyst View
    • 5.3.2.7 Market Share
  • 5.3.3 HiNa Battery Technology Co., Ltd
    • 5.3.3.1 Overview
    • 5.3.3.2 Top Products/Product Portfolio
    • 5.3.3.3 Top Competitors
    • 5.3.3.4 Target Customers
    • 5.3.3.5 Key Personnel
    • 5.3.3.6 Analyst View
    • 5.3.3.7 Market Share
  • 5.3.4 Ben'an Energy Technology (Shanghai) Co., Ltd
    • 5.3.4.1 Overview
    • 5.3.4.2 Top Products/Product Portfolio
    • 5.3.4.3 Top Competitors
    • 5.3.4.4 Target Customers
    • 5.3.4.5 Key Personnel
    • 5.3.4.6 Analyst View
    • 5.3.4.7 Market Share
  • 5.3.5 AMTE Power plc
    • 5.3.5.1 Overview
    • 5.3.5.2 Top Products/Product Portfolio
    • 5.3.5.3 Top Competitors
    • 5.3.5.4 Target Customers
    • 5.3.5.5 Key Personnel
    • 5.3.5.6 Analyst View
    • 5.3.5.7 Market Share
  • 5.3.6 Natron Energy, Inc.
    • 5.3.6.1 Overview
    • 5.3.6.2 Top Products/Product Portfolio
    • 5.3.6.3 Top Competitors
    • 5.3.6.4 Target Customers
    • 5.3.6.5 Key Personnel
    • 5.3.6.6 Analyst View
    • 5.3.6.7 Market Share
  • 5.3.7 Tiamat Energy
    • 5.3.7.1 Overview
    • 5.3.7.2 Top Products/Product Portfolio
    • 5.3.7.3 Top Competitors
    • 5.3.7.4 Target Customers
    • 5.3.7.5 Key Personnel
    • 5.3.7.6 Analyst View
    • 5.3.7.7 Market Share
  • 5.3.8 Jiangsu Zhongna Energy Technology Co., Ltd.
    • 5.3.8.1 Overview
    • 5.3.8.2 Top Products/Product Portfolio
    • 5.3.8.3 Top Competitors
    • 5.3.8.4 Target Customers
    • 5.3.8.5 Key Personnel
    • 5.3.8.6 Analyst View
    • 5.3.8.7 Market Share
  • 5.3.9 Contemporary Amperex Technology Co. Limited (CATL)
    • 5.3.9.1 Overview
    • 5.3.9.2 Top Products/Product Portfolio
    • 5.3.9.3 Top Competitors
    • 5.3.9.4 Target Customers
    • 5.3.9.5 Key Personnel
    • 5.3.9.6 Analyst View
    • 5.3.9.7 Market Share
  • 5.3.10 Li-FUN Technology Corporation Limited
    • 5.3.10.1 Overview
    • 5.3.10.2 Top Products/Product Portfolio
    • 5.3.10.3 Top Competitors
    • 5.3.10.4 Target Customers
    • 5.3.10.5 Key Personnel
    • 5.3.10.6 Analyst View
    • 5.3.10.7 Market Share
  • 5.3.11 BLUETTI Power Inc.
    • 5.3.11.1 Overview
    • 5.3.11.2 Top Products/Product Portfolio
    • 5.3.11.3 Top Competitors
    • 5.3.11.4 Target Customers
    • 5.3.11.5 Key Personnel
    • 5.3.11.6 Analyst View
    • 5.3.11.7 Market Share
  • 5.3.12 Indigenous Energy Storage Technologies Pvt. Ltd. (Indi Energy)
    • 5.3.12.1 Overview
    • 5.3.12.2 Top Products/Product Portfolio
    • 5.3.12.3 Top Competitors
    • 5.3.12.4 Target Customers
    • 5.3.12.5 Key Personnel
    • 5.3.12.6 Analyst View
    • 5.3.12.7 Market Share
  • 5.3.13 Altris AB
    • 5.3.13.1 Overview
    • 5.3.13.2 Top Products/Product Portfolio
    • 5.3.13.3 Top Competitors
    • 5.3.13.4 Target Customers
    • 5.3.13.5 Key Personnel
    • 5.3.13.6 Analyst View
    • 5.3.13.7 Market Share
  • 5.3.14 NEI Corporation
    • 5.3.14.1 Overview
    • 5.3.14.2 Top Products/Product Portfolio
    • 5.3.14.3 Top Competitors
    • 5.3.14.4 Target Customers
    • 5.3.14.5 Key Personnel
    • 5.3.14.6 Analyst View
    • 5.3.14.7 Market Share
  • 5.3.15 Blackstone Technology GmbH
    • 5.3.15.1 Overview
    • 5.3.15.2 Top Products/Product Portfolio
    • 5.3.15.3 Top Competitors
    • 5.3.15.4 Target Customers
    • 5.3.15.5 Key Personnel
    • 5.3.15.6 Analyst View
    • 5.3.15.7 Market Share

6. Research Methodology