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市場調査レポート
商品コード
1754336
ナトリウムイオン電池の市場規模、シェア、動向、予測:タイプ別、用途別、地域別、2025~2033年Sodium Ion Battery Market Size, Share, Trends and Forecast by Type, Application, and Region, 2025-2033 |
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ナトリウムイオン電池の市場規模、シェア、動向、予測:タイプ別、用途別、地域別、2025~2033年 |
出版日: 2025年06月02日
発行: IMARC
ページ情報: 英文 141 Pages
納期: 2~3営業日
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世界のナトリウムイオン電池の市場規模は、2024年に3億6,871万米ドルとなりました。今後、IMARC Groupは、市場は2033年までに9億7,411万米ドルに達し、2025~2033年にかけて11.31%のCAGRを示すと予測しています。現在、欧州が市場を独占しており、2024年には42.4%を超える大きな市場シェアを占めています。持続可能なエネルギー貯蔵ソリューションに対する需要の増加、豊富なナトリウム資源、大規模エネルギー貯蔵用途の台頭、ナトリウムイオン電池技術における継続的な技術進歩などが、ナトリウムイオン電池市場シェアを増加させている主な要因の一部です。
ナトリウムイオン電池市場が勢いを増している理由は数多くあります。その原動力となっているのが、安価で効率的なエネルギー貯蔵、特にグリーンエネルギーのための構造変化です。ナトリウムイオン電池は、リチウムイオン電池に比べて、ナトリウムが広く市場に出回っており、安価であるため、より好まれています。これに加えて、電気自動車用バッテリーに使用されるリチウムは、間もなく不足に直面する可能性があります。さらに、リチウムイオン電池は熱暴走の危険性があるため、ナトリウムイオン電池の方が安全です。したがって、ナトリウムイオン電池は、グリッドエネルギー貯蔵、電気自動車プラットフォーム、再生可能エネルギープラットフォームでの使用に適していなければなりません。電池の魅力を高め続ける他の要素としては、エネルギー密度の向上と耐久性の向上を実現する電池技術の進歩があります。政府によるクリーンエネルギーへの取り組みや製造の改善も、ナトリウムイオン電池市場の成長に寄与しています。
米国全体では、効率的で安価なエネルギー貯蔵の需要が増加しているため、ナトリウムイオン電池の市場が拡大しています。ナトリウムイオン電池は、基本元素のリチウムを必要とせず、安価で広く入手可能なナトリウムとは異なり、地球上では高価で希少なコバルトなどの珍しい金属に依存しません。ナトリウムイオン電池は、安全性が高く、低コストで、過熱の危険性が少ないため、米国のエネルギー政策目標の優先事項であるグリッド貯蔵や再生可能エネルギーなどの用途に理想的です。これらは、クリーンエネルギープロジェクトへの設備投資の強化と、二酸化炭素排出量を削減するための各国政府の好意的な政策によって需要が拡大しています。さらに、性能の向上や製造の合理化など、ナトリウムイオン技術の進歩は、さまざまな産業で幅広く採用される道を開いています。例えば、2024年4月、ナトリウムイオン電池技術の世界的リーダーであるNatron Energy, Inc.は、ミシガン州ホーランドにあるナトリウムイオン電池の製造施設での商業規模の操業開始を発表しました。このマイルストーンは、米国初の商業規模のナトリウムイオン電池生産となりました。この電池は、他の電池技術に比べ、より高い出力密度、より長いサイクル寿命、国内のサプライチェーン、独自の安全性を提供します。また、当時市場で唯一UL規格に登録されたナトリウムイオン電池でもありました。こうした取り組みは、ナトリウムイオン電池市場の見通しを明るくするのに大きく貢献しています。
持続可能なエネルギー貯蔵ソリューションへの需要
環境に優しいエネルギー貯蔵ソリューションへの需要が増え続けていることが、ナトリウムイオン電池市場の成長の原動力となっています。再生可能エネルギー源利用へのシフトの高まりは、エネルギー貯蔵をエネルギーの可用性を確保する重要な原動力とし、製品の採用を促しています。欧州環境庁によると、2023年の欧州連合の最終エネルギー使用量に占める再生可能エネルギー源の割合は24.1%と推定されています。ナトリウムイオン電池はエネルギー密度が高く、貯蔵容量が大きいため、太陽光や風力などの再生可能エネルギー源で生産されたエネルギーを貯蔵するために使用されることが増えており、市場は拡大しています。さらに、長期間にわたって大量のエネルギーを貯蔵する能力は、再生可能エネルギー発電の断続的な性質に合致しており、グリッド統合やピーク負荷管理にとって魅力的であるため、市場の拡大に貢献しています。
豊富なナトリウム資源
ナトリウムイオン電池の成長を促すもう一つの重要な要素は、リチウムに比べてナトリウム資源が豊富なことです。報告によると、ナトリウムは地殻中に豊富に存在し、その濃度はリチウムがわずか20ppmであるのに対し、282,000ppmです。さらに、リチウムの埋蔵量は世界的に限られているため、現在電池市場を独占しているリチウムイオン電池のサプライチェーンに問題があります。対照的に、ナトリウムは広く入手可能であるため、資源不足や地政学的依存に関する懸念が軽減されます。この利点は、サプライチェーンの安定性をもたらすだけでなく、ナトリウムイオン電池を経済的に実行可能なソリューションとする製造コストの削減をもたらし、ナトリウムイオン電池市場の需要を促進します。
大規模エネルギー貯蔵用途の台頭
ナトリウムイオン電池は、大規模エネルギー貯蔵用途の牽引役となっています。電力網を安定させ、停電時にバックアップ電力を供給し、信頼できる電力へのアクセスが限られている遠隔地をサポートする可能性が検討されています。ナトリウムイオン電池の大きな利点のひとつは、アレイ状に並べることで大容量の蓄電デバイスを作ることができる拡張性です。これは、需給のバランスを取り、ピーク負荷の負担を軽減し、送電網の回復力を高めようとする産業や公益事業にとって特に価値があります。経済的かつ効率的な大規模ナトリウムイオン電池システムの開発により、市場は有利な可能性を経験しています。
費用対効果とリチウムイオンに対する優位性
リチウムイオン(Li-ion)の代替品と比べたナトリウムイオン電池のコスト効率と特筆すべき利点が、市場の成長を後押ししています。ナトリウムはリチウムよりも豊富で安価であるため、ナトリウムイオン電池は予算に見合った選択肢となり、製造コストを下げ、エネルギー貯蔵や家電機器のような大規模な用途に非常に魅力的です。さらに、ナトリウムイオン電池はより広い温度範囲で効率的に作動することができ、さまざまな気候や産業への適性を高めています。再生可能エネルギー貯蔵オプションへのニーズの高まりと、従来のリチウムイオン電池に代わる持続可能性と低コストの推進力が、ナトリウムイオン技術の採用をさらに後押ししています。2024年、BYDは世界初の高効率ナトリウムイオン電池蓄電システム(BESS)である「MC Cube-SIB ESS」を発表しました。この製品はBYDのLong Blade Batteryを採用しており、2.3MWhの蓄電容量と安全性の向上を実現しています。ナトリウムイオン電池は、製造コストの削減、安全性の向上、充放電速度の改善などの利点があり、リチウムイオン技術に代わる実現可能な選択肢となっています。
The global sodium ion battery market size was valued at USD 368.71 Million in 2024. Looking forward, IMARC Group estimates the market to reach USD 974.11 Million by 2033, exhibiting a CAGR of 11.31% during 2025-2033. Europe currently dominates the market, holding a significant market share of over 42.4% in 2024. The increasing demand for sustainable energy storage solutions, abundant sodium resources, emerging large-scale energy storage applications, and ongoing technological advancements in sodium-ion battery technology are some of the major factors increasing the sodium ion battery market share.
There are many reasons why the sodium-ion battery market is gaining momentum. The driving force is morphing structures for cheap and efficient storage of energy, especially green energy. Sodium-ion batteries are more preferred compared to lithium-ion batteries since sodium is widely available in the market and inexpensive. Besides this, lithium, used in making electric car batteries, would soon face scarcity and threaten supply chains. Moreover, it is more secure for sodium-ion batteries as it is with the liability of thermal runaway for lithium-ion ones. Therefore, sodium-ion batteries must be fit for execution in grid energy storage, electric vehicle platforms, and renewable power platforms. Other aspects that continue to add attractiveness to batteries are advancement in battery technology with higher energy density and longer durability. Efforts by governments for clean energy as well as improvement in manufacturing contribute to the sodium ion battery market growth.
The market for sodium-ion batteries across the United States is expanding as the demand for efficient and cheap energy storage increases. Sodium-ion batteries do not require the basic element lithium and do not depend on exotic metals like cobalt which are expensive and rare on earth whereas sodium which is inexpensive and widely available. The better safety and lower cost of sodium-ion batteries with lesser risk of overheating, make sodium-ion batteries ideal for applications including grid storage and renewable energy; both of which are highlighted priorities of the United States energy policy goals. These have been spurred by enhanced capital expenditure in clean energy projects coupled with favorable policies from governments to lower carbon footprint. Additionally, advances in sodium-ion technology, such as better performance and streamlined manufacturing, pave the way for broader adoption across various industries. For instance, in April 2024, Natron Energy, Inc., a global leader in sodium-ion battery technology, announced the launch of commercial-scale operations at its manufacturing facility for sodium-ion batteries in Holland, Michigan. This milestone marked the first-ever commercial-scale production of sodium-ion batteries in the United States. These batteries provide higher power density, longer cycle life, a domestic supply chain in the country, and unique safety features compared to other battery technologies. They were also the only UL-listed sodium-ion batteries on the market at that time. Such endeavors contribute significantly to create a positive sodium ion battery market outlook.
Demand for Sustainable Energy Storage Solutions
The continuous increase in the demand for energy storage solutions that are environment-friendly is an impetus for the sodium-ion battery market growth. The rising shift toward the use of renewable energy sources makes energy storage a key driver in ensuring the availability of energy and hence prompting product adoption. According to the European Environmental Agency, renewable energy sources represented an estimated 24.1% of the European Union's final energy use in 2023. The market is growing while sodium-ion batteries are being increasingly used to store energy produced by renewable sources like solar and wind because of their high energy density and storage capacity. Furthermore, their ability to store large amounts of energy over extended periods aligns with the intermittent nature of renewable energy generation, making them attractive for grid integration and peak load management, thereby aiding in market expansion.
Abundance of Sodium Resources
Another important growth-inducing element driving the rise of sodium-ion batteries is the abundance of sodium resources relative to lithium. Reports indicate that sodium is found abundantly in the Earth's crust, with a concentration of 282,000 ppm, compared to just 20 ppm for lithium. In addition, the limited worldwide lithium reserves present supply chain problems for lithium-ion batteries, which currently dominate the battery market. In contrast, sodium is widely available, reducing concerns about resource scarcity and geopolitical dependencies. This advantage not only brings the stability of the supply chain but also result in reduced cost of production which makes sodium-ion batteries an economically viable solution, thereby facilitating the sodium ion battery market demand.
Emergence of Large-Scale Energy Storage Applications
Sodium-ion batteries are gaining traction for large-scale energy storage applications. They are being explored for their potential to stabilize power grids, provide backup power during outages, and support remote areas with limited access to reliable electricity. One significant benefit of sodium-ion batteries is its scalability, which allows for the creation of high-capacity energy storage devices by arranging them in arrays. This is particularly valuable for industries and utilities looking to balance supply and demand, reduce peak load strain, and enhance grid resilience. The market is experiencing lucrative potential as a result of the development of large-scale sodium-ion battery systems that are both economical and efficient.
Cost-Effectiveness and Advantages Over Lithium-Ion
The cost-efficiency and notable advantages of sodium-ion batteries compared to lithium-ion (Li-ion) alternatives is bolstering the market growth. Sodium, being more plentiful and cheaper than lithium, sodium-ion batteries present a more budget-friendly choice, lowering production costs and making them highly attractive for large-scale applications like energy storage and consumer electronics. Additionally, sodium-ion batteries can operate efficiently in a wider range of temperatures, enhancing their suitability for various climates and industries. The increasing need for renewable energy storage options and the drive for sustainability, low-cost substitute to traditional Li-ion batteries further boosts the adoption of sodium-ion technology. In 2024, BYD introduced the "MC Cube-SIB ESS," the globe's first high-efficiency sodium-ion battery energy storage system (BESS). The product boasts BYD's Long Blade Battery, offering an energy storage capacity of 2.3MWh and improved safety. Sodium-ion batteries provide advantages such as reduced production expenses, enhanced safety, and improved charge/discharge rates, making them a feasible option to Li-ion technology.
Sodium sulfur battery stand as the largest component in 2024, holding around 47.3% of the market. The demand for sodium-sulfur batteries is propelled by their unique capabilities and suitability for specific applications. These batteries have high energy density and great cycle life, and they are suitable for long-term energy storage and regular deep discharging cycles. Also, their efficiency across multiple charge-discharge cycles makes them ideal for grid-level storage, load profiling, and renewable energy interfacing applications which in turn is bolstering the market growth. Further, sodium sulfur batteries have applicability in applications that require higher energy densities including applications in telecommunications where consistent backup power is essential. As these batteries continue to demonstrate their effectiveness in addressing specific energy storage needs, the demand for sodium-sulfur batteries is on the rise, particularly in sectors where their distinct advantages align with operational requirements.
Stationary energy storage leads the market with around 78.6% of market share in 2024. The surging demand for sodium-ion batteries in stationary energy storage driven by their potential to address critical challenges associated with renewable energy integration and grid stability represents one of the main factors impelling the market growth. These batteries are flexible and cheaper therefore they are used in storing excess energy from renewable sources to use in periods of high demand. Moreover, sodium-ion batteries have a longer lifecycle and higher thermal properties than other battery chemistries which further add reliability to stationary applications, thus boosting the sodium-ion batteries market growth. Furthermore, their ability to be deployed in various sizes and configurations enables tailored solutions for grid support, peak shaving, and off-grid electrification, further propelling their adoption in the stationary energy storage sector.
In 2024, Europe accounted for the largest market share of over 42.4%. Due to the European Union's policy objectives towards the environment and dependable electricity supply, innovation in energy storage is being boosted. Renewable energy sources support sodium-ion batteries perfectly to these objectives, promoting the demand for sodium-ion batteries in Europe. In addition, higher innovation in the research and development (R&D) activities in Europe has improved sodium-ion batteries' performance, hence making them more addictive to the commercial market and driving the market growth. Besides this, numerous partnerships and engagements of academic institutions, industrial key players, and government agencies and initiatives, ultimately creating a favorable ecosystem for sodium-ion batteries across several sectors such as renewable power storage and e-mobility, contribute to the market growth. According to a recent sodium-ion battery market research report, the continuous advancements in R&D and the growing demand for sustainable energy solutions are expected to further accelerate the adoption of these batteries in Europe.
North America Sodium Ion Battery Market Analysis
The market demand for sodium-ion batteries in North America is rising because of affordable and sustainable energy storage solutions. Concerns about the weaknesses in the lithium-ion supply chain have also brought attention to sodium-ion batteries that employ sodium which is abundant and inexpensive. Such batteries have increased safety features such as low thermal runaway risk, which makes these batteries ideal for renewable power storage, grid-tied storage, and electric vehicles all of which are critical in the sustainable energy development plan in the region. It is growing through different adoption levels influenced by government clean energy plans, and rising investment in renewable assets.
United States Sodium Ion Battery Market Analysis
In 2024, the United States accounted for the largest market share of over 77.90% in North America. The USA sodium-ion battery market is expanding due to the increasing demand for cost-effective and sustainable energy storage solutions in grid-scale energy applications. Moreover, utility providers are actively integrating sodium-ion batteries to enhance the reliability of renewable energy sources like wind and solar. Additionally, industries are increasingly seeking alternatives to lithium-ion batteries amidst rising concerns over raw material scarcity and geopolitical supply chain vulnerabilities. Battery manufacturers are innovating to meet the growing interest in sodium-ion batteries for electric vehicles, particularly for lower-range models. Furthermore, federal initiatives promoting domestic battery production and energy independence are fostering research and development in sodium-ion technologies which is providing an stimulus to the market growth. Also, the growth of data centers and telecommunications infrastructure is driving demand for efficient backup power solutions, with sodium-ion batteries gaining traction due to their performance under various environmental conditions. According to reports, the United States of America has 3065 listed data centers. Also, in 2024, Natron's Holland, MI facility is set to scale up its production capacity for sodium-ion batteries to 600 megawatts annually, a significant move to address the growing energy storage demands, particularly in data centers that are powering the surge in Artificial Intelligence (AI) technologies. This increase in production capacity reflects the rising need for efficient, sustainable, and high-performance energy storage systems that can meet the high energy requirements of data centers driven by AI advancements.
Asia Pacific Sodium Ion Battery Market Analysis
The Asia Pacific region is witnessing rapid growth in the sodium-ion battery market, driven by a combination of factors such as the large-scale adoption of renewable energy, government initiatives, and high manufacturing capacity. China, as a global leader in battery production, is investing heavily in sodium-ion battery research and development, seeing them as a critical part of future energy storage systems. China's first large-scale sodium-ion battery energy storage station has officially commenced operations in Nanning, Guangxi autonomous region. The country's energy storage market is booming, particularly for grid energy applications, where sodium-ion batteries can offer significant advantages due to their cost-effectiveness and reliance on widely available materials. Japan and South Korea are also exploring sodium-ion technology as a solution for energy storage and electric vehicle applications, aiming to diversify their battery supply chains and reduce dependence on lithium resources. The demand for energy storage systems in industrial and commercial sectors, as well as the adoption of electric vehicles, is fueling the market's growth in this region.
Latin America Sodium Ion Battery Market Analysis
Latin America's sodium-ion battery market is evolving as countries like Brazil and Chile are leveraging their abundant sodium resources to develop localized battery production capacities. Moreover, renewable energy initiatives are deploying sodium-ion batteries in solar and wind farms to enhance grid reliability in remote areas. Additionally, the rising focus on electrified public transportation is further driving demand for sodium-ion battery-powered vehicles. According to reports, the number of electric public buses across the Latin American region grew by more than 100% between 2020 and April 2023.
Middle East and Africa Sodium Ion Battery Market Analysis
The Middle East and Africa (MEA) region is witnessing a rise in the adoption of sodium-ion batteries, driven by the region's emphasis on transitioning towards renewable energy to reduce its dependency on fossil fuels. Countries such as Saudi Arabia and the UAE are leading the way by incorporating sodium-ion batteries into large-scale solar power projects. These projects are designed to ensure stable energy storage, which is crucial for the successful integration of renewable energy sources like solar and wind, particularly in areas with high energy demands and long periods of sunshine.
The sodium-ion battery market is growing fast, with huge players leading innovation and expansion. Companies like Natron Energy, CATL, and Faradion are at the top, focusing on advancing technology and production capacity. Natron Energy recently opened the first commercial-scale sodium-ion battery manufacturing facility in the U.S., while CATL explores its usage in electric vehicles. Faradion, being a part of Reliance, was working to develop cost-effective and sustainable solutions. The competition focuses on improving energy density, safety, and battery lifespan to compete with lithium-ion technology. Regional companies in Asia, North America, and Europe are building supply chains and increasing investment in renewable energy applications. For instance, in January 2024, Altris, a leader in sustainable sodium-ion battery technology, and Clarios, a world leader in cutting-edge low-voltage battery solutions, announced they have formed a creative alliance to develop low-voltage sodium-ion batteries for the automotive sector.