SMM

SMM, December 20—

In 2024, the sodium battery market underwent significant transformations. SMM recently conducted a systematic review and summary of these market changes, receiving extensive support from industry clients and related industrial parks. Here, we provide a detailed summary and analysis of the sodium battery industry across various regions, including sodium battery parks and projects. Should there be any deficiencies or omissions, we welcome corrections from experts in the sodium battery industry.

Overview of Sodium Battery Industrial Parks: With the continuous advancement of sodium-ion battery technology and the growing market demand, various regions have established sodium battery industrial parks to promote the development of the sodium battery industry. These parks typically integrate R&D, production, and sales, covering the entire industry chain of sodium-ion batteries.

Key Regional Developments: Western regions such as Sichuan boast abundant natural energy resources, while central and eastern regions like Jiangsu, Zhejiang, Hunan, and Hubei have significant advantages in talent reserves and research capabilities.

Sichuan: Zigong City has prioritized the sodium battery entire industry chain as a key new energy sector. Leveraging its abundant rock salt resources and industrial foundation, the city actively develops the sodium battery industry, forming an initial industrial ecosystem encompassing "upstream materials, midstream battery cells, and downstream applications."

Anhui: Anhui Province has demonstrated robust growth momentum in the sodium battery industry, with projects covering all aspects of sodium-ion batteries, including cathode active materials, anode materials, electrolytes, and battery packs. Cities such as Fuyang, Anqing, Xuancheng, and Hefei have established sodium battery industrial parks or related projects. For instance, the annual 20GWh sodium-ion battery project in Fuyang Economic Development Zone has commenced construction and is expected to achieve an annual production capacity of 20GWh sodium-ion batteries upon full completion.

The distribution of sodium battery projects in 2024 includes energy storage demonstration projects, industrial park projects, sodium battery material projects, and sodium battery projects, with anticipated total project investments reaching tens of billions. Data Source: Compiled from public data, with some data yet to be included.

SMM Analysis: By 2030, global demand for sodium batteries is expected to exceed 160GWh, while in 2025, sodium battery demand is projected to reach 5GWh.

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SMM New Energy Research Team