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市場調査レポート
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1489487

ナトリウムイオン電池の世界市場:2024~2031年

Global Sodium-Ion Battery Market - 2024-2031

出版日: | 発行: DataM Intelligence | ページ情報: 英文 194 Pages | 納期: 即日から翌営業日

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本日の銀行送金レート: 1USD=160.11円
ナトリウムイオン電池の世界市場:2024~2031年
出版日: 2024年06月05日
発行: DataM Intelligence
ページ情報: 英文 194 Pages
納期: 即日から翌営業日
ご注意事項 :
本レポートは最新情報反映のため適宜更新し、内容構成変更を行う場合があります。ご検討の際はお問い合わせください。
  • 全表示
  • 概要
  • 目次
概要

世界のナトリウムイオン電池の市場規模は、2023年に8億6,020万米ドルに達し、2024~2031年の予測期間中にCAGR 21.2%で成長し、2031年には40億520万米ドルに達すると予測されています。

多くの西側諸国は、中国がナトリウムイオン電池のサプライチェーンを完全に支配していることに安全保障上の懸念を抱いています。その結果、中国から独立した材料とサプライチェーンによるバッテリー技術の開発に注目が集まっています。2023年11月、スウェーデンのNorthvoltは、中国のサプライチェーンから完全に独立して開発されたエネルギー密度160Wh/kgの新しいナトリウムイオン電池パックを発表しました。

サポートエコシステムが発達していないことが、市場の成長を妨げる可能性があります。リチウム電池には先行者利益があり、広範な生産とリサイクルインフラがすでに整備されています。技術的なハードルが克服されたとしても、ナトリウムイオン電池がリチウム電池と競争するためには、サポートエコシステムを整備する必要があります。

ダイナミクス

リチウム増産の問題点

リチウムイオン電池は、電気自動車や家電製品に電力を供給するための既定の選択肢となっています。しかし、リチウムの需要は常に供給を上回っており、Fitch Ratingsは、早ければ2025年にも世界がリチウム不足に陥る可能性があるとさえ述べています。新しい鉱山を開発し、生産能力を稼働させるには何年もかかるため、現在の供給不足には不利です。

そこで科学者たちは、リチウム化学電池に代わるものとしてナトリウムイオン電池に注目しています。リチウムとは異なり、ナトリウムは豊富に入手可能であり、供給チェーンも確立されているため、仮に需要が増加した場合でも対応できます。リチウムの増産問題が続けば、長期的にはナトリウムイオン電池の需要が高まる可能性があります。

太陽エネルギー生産能力の拡大

国際再生可能エネルギー機関(IRENA)の最新統計によると、2023年の太陽光発電設備容量は現在106万kWで、前年比17.5%増となっています。中国、欧州連合(EU)、米国が、2022年に最も高い生産能力を追加しました。太陽エネルギー生産が加速すれば、世界のナトリウムイオン電池市場、特にエネルギー貯蔵用途に新たな成長機会が生まれます。

調査によると、ナトリウムイオン電池はリチウムイオン電池よりもはるかに経済的で、太陽光発電の余剰エネルギーを大規模に貯蔵できる可能性があります。2023年8月、中国の電池メーカーであるBiwatt Powerは、住宅用太陽エネルギー貯蔵用途の最初のナトリウムイオン電池を発表しました。

リチウムイオン電池と比較した性能の限界

ナトリウムイオン電池のリチウム化学に対する最大の欠点は、エネルギー密度の低さです。ナトリウムイオン電池の平均エネルギー密度は90~150Wh/kgで、平均密度が250Wh/kgのリチウム電池のほぼ半分です。さらに、ナトリウムイオン電池の放電性能も不安定で、電気自動車のような高性能用途には適さないです。

こうした性能上の制約を克服するのは容易ではないです。10年以上にわたる研究にもかかわらず、科学者たちはナトリウムイオン電池のエネルギー密度を有意義に高めることができなかった。これまでのところ、ナトリウムイオン電池の唯一の大きな利点は、リチウムイオン電池のような熱暴走がなく、より広い温度範囲で安定した性能を発揮することです。

目次

第1章 調査手法と調査範囲

第2章 定義と概要

第3章 エグゼクティブサマリー

第4章 市場力学

  • 影響要因
    • 促進要因
      • リチウム増産問題
      • 太陽エネルギー生産能力の拡大
    • 抑制要因
      • リチウムイオン電池と比較した性能の限界
    • 機会
    • 影響分析

第5章 産業分析

  • ポーターのファイブフォース分析
  • サプライチェーン分析
  • 価格分析
  • 規制分析
  • ロシア・ウクライナ戦争の影響分析
  • DMIの見解

第6章 COVID-19分析

第7章 バッテリー別

  • ナトリウム - 硫黄電池
  • ナトリウム - 塩電池
  • ナトリウム - 空気電池
  • その他

第8章 技術別

  • 水系
  • 非水系
  • その他

第9章 エンドユーザー別

  • 自動車
  • 産業用
  • エネルギー貯蔵
  • その他

第10章 地域別

  • 北米
    • 米国
    • カナダ
    • メキシコ
  • 欧州
    • ドイツ
    • 英国
    • フランス
    • イタリア
    • スペイン
    • その他の欧州
  • 南米
    • ブラジル
    • アルゼンチン
    • その他の南米
  • アジア太平洋
    • 中国
    • インド
    • 日本
    • オーストラリア
    • その他のアジア太平洋
  • 中東・アフリカ

第11章 競合情勢

  • 競合シナリオ
  • 市況/シェア分析
  • M&A分析

第12章 企業プロファイル

  • 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
  • Jiangsu Zoolnasm Energy Technology Co. Ltd

第13章 付録

目次
Product Code: EP8468

Overview

Global Sodium-Ion Battery Market reached US$ 860.2 Million in 2023 and is expected to reach US$ 4,005.2 Million by 2031, growing with a CAGR of 21.2% during the forecast period 2024-2031.

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

Table of Contents

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

13.Appendix

  • 13.1.About Us and Services
  • 13.2.Contact Us