Sodium-ion batteries are an energy storage technology that uses a mixture of sodium and potassium as the positive and negative electrodes of the battery to store and release electrical energy. Under the background of ‘Double Carbon’, the global energy structure is upgrading rapidly. Countries around the world have promulgated various policies to support the development of new energy vehicles and energy storage industries in terms of industrial development planning and tax incentives. The new energy vehicles and energy storage industries are ushering in rapid development opportunities. . With its high and low temperature performance, long cycle, high safety and low cost and other product characteristics, sodium ion batteries have good application scenarios in A00 (micro) electric vehicles and energy storage. It is expected that the industry chain related to sodium electricity will continue to grow and develop in the future, and will play an important role in the field of new energy storage.
Compared with lithium-ion battery, the two biggest advantages of sodium-ion batteries are cheapness and stability.The cost of copper-based positive electrodes for sodium-ion batteries can be reduced by nearly 60% compared with lithium iron phosphate positive electrodes; at the same time, since sodium and aluminum are not prone to alloying reactions, aluminum foils can be used for current collectors instead of copper foils, and the cost can be reduced by nearly 70%. According to comprehensive calculations, the cost of sodium-ion batteries can be reduced by about 30% compared with lithium iron phosphate batteries with similar performance. However, the manufacturing process of sodium-ion batteries is not yet fully mature, and the manufacturing scale is small. However, under the blessing of scale effect, the cost of sodium-ion batteries It is expected to be further compressed and optimistic about its development prospects.
On the whole, the scale of the lithium-ion battery market has expanded significantly in recent years, but the reserves of upstream lithium resources are limited and unevenly distributed, and the sharp rise and fall in prices has brought great pressure to downstream battery factories and vehicle manufacturers. In contrast, sodium resources are rich in reserves, evenly distributed, and low in cost, which meet the strategic needs of resource security and can also play a certain role in reducing the cost of new energy battery systems. According to the research institute’s forecast of the overall market size of sodium-ion batteries, it is estimated that the total demand for sodium-ion batteries will reach 88GWh in 2025, and the demand for sodium-ion batteries will reach 378GWh in 2030.
