Status and prospects of the sodium-ion battery production system until 2030 - The 2025 update

Rapport, 2026

This study investigates the evolving sodium-ion battery (SIB) production system through the activities of SIB producing companies. It seeks to answer how much SIB is produced currently, in 2025, and how much will be produced in 2030. It also seeks to answer who the main producers of SIB are and will be, which types of SIBs are produced now and will be in 2030, what the gravimetric energy density (Wh/kg) of the produced SIBs are, and in which applications the SIBs will be used. An analysis of online material from 45 SIB producers revealed that the production in 2025 was approximately 70 GWh, and that this is expected to increase to about 250 GWh in 2030. Depending on the future growth of lithium-ion batteries, this corresponds to about 5-10% of the rechargeable battery market in 2030. 13 of the companies are estimated to account for about 90% of the world’s SIB production in 2030, and particularly CATL and BYD are estimated to dominate production with approximately 50% together. In general, Chinese companies are estimated to dominate the production with about 66% of the current SIB producers and 84% in terms of production volume in 2030. Three types of SIB cathode materials (layered metal oxides, polyanionic compounds, and Prussian blue analogs) are all considered by major producers and likely to be produced in 2030. Regarding anode materials, the majority of companies (about 95%) use hard carbon. The gravimetric energy densities reported are in the range of 95-175 Wh/kg, with a mean value of 144 and a median value of 150 Wh/kg. Both electric vehicles and stationary battery energy storage systems are highlighted as potential applications, particularly smaller electric vehicles like electric scooters.