1 エグゼクティブ・サマリー
2 序文
2.1 概要
2.2 ステークホルダー
2.3 調査範囲
2.4 調査方法
2.4.1 データマイニング
2.4.2 データ分析
2.4.3 データの検証
2.4.4 リサーチアプローチ
2.5 リサーチソース
2.5.1 一次調査ソース
2.5.2 セカンダリーリサーチソース
2.5.3 前提条件
3 市場動向分析
3.1 はじめに
3.2 推進要因
3.3 抑制要因
3.4 機会
3.5 脅威
3.6 アプリケーション分析
3.7 新興市場
3.8 Covid-19の影響
4 ポーターズファイブフォース分析
4.1 供給者の交渉力
4.2 買い手の交渉力
4.3 代替品の脅威
4.4 新規参入の脅威
4.5 競争上のライバル関係
5 ナトリウム硫黄電池の世界市場、用途別
5.1 はじめに
5.2 輸送機・重機
5.3 送電網および独立型システム
5.4 バックアップ電力
5.5 負荷平準化
5.6 再生可能エネルギーの安定化
5.7 その他の用途
6 ナトリウム硫黄電池の世界市場、地域別
6.1 はじめに
6.2 北米
6.2.1 アメリカ
6.2.2 カナダ
6.2.3 メキシコ
6.3 ヨーロッパ
6.3.1 ドイツ
6.3.2 イギリス
6.3.3 イタリア
6.3.4 フランス
6.3.5 スペイン
6.3.6 その他のヨーロッパ
6.4 アジア太平洋
6.4.1 日本
6.4.2 中国
6.4.3 インド
6.4.4 オーストラリア
6.4.5 ニュージーランド
6.4.6 韓国
6.4.7 その他のアジア太平洋地域
6.5 南米
6.5.1 アルゼンチン
6.5.2 ブラジル
6.5.3 チリ
6.5.4 その他の南米
6.6 中東・アフリカ
6.6.1 サウジアラビア
6.6.2 アラブ首長国連邦
6.6.3 カタール
6.6.4 南アフリカ
6.6.5 その他の中東・アフリカ地域
7 主要開発
7.1 契約、パートナーシップ、コラボレーション、合弁事業
7.2 買収と合併
7.3 新製品の発売
7.4 拡張
7.5 その他の主要戦略
8 企業プロフィール
Amperex Technology Co.
Limited
BASF SE
EaglePicher Technologies
Exide Technologies
Mitsubishi Electric Corporation
Nexterra Systems Corp
NGK Insulators, Ltd
Panasonic Corporation
Samsung SDI Co., Ltd
Sion Power Corporation and Toshiba Corporation.
表一覧
表1 ナトリウム硫黄電池の世界市場展望、地域別（2022-2030年） ($MN)
表2 ナトリウム硫黄電池の世界市場展望、用途別 (2022-2030) ($MN)
表3 ナトリウム硫黄電池の世界市場展望：輸送・重機械別 (2022-2030) ($MN)
表4 ナトリウム硫黄電池の世界市場展望、グリッド・独立型システム別 (2022-2030) ($MN)
表5 ナトリウム硫黄電池の世界市場展望、バックアップ電力別 (2022-2030) ($MN)
表6 ナトリウム硫黄電池の世界市場展望、負荷平準化別 (2022-2030) ($MN)
表7 ナトリウム硫黄電池の世界市場展望、再生可能エネルギー安定化別 (2022-2030) ($MN)
表8 ナトリウム硫黄電池の世界市場展望、その他の用途別 (2022-2030) ($MN)
表9 北米ナトリウム硫黄電池の市場展望、国別 (2022-2030) ($MN)
表10 北米ナトリウム硫黄電池の市場展望、用途別 (2022-2030) ($MN)
表11 北米ナトリウム硫黄電池の市場展望：輸送・重機械別 (2022-2030) ($MN)
表12 北米ナトリウム硫黄電池の市場展望、グリッドおよびスタンドアロンシステム別 (2022-2030) ($MN)
表13 北米ナトリウム硫黄電池の市場展望、バックアップ電力別 (2022-2030) ($MN)
表14 北米ナトリウム硫黄電池の市場展望、負荷平準化別 (2022-2030) ($MN)
表15 北米ナトリウム硫黄電池の市場展望、再生可能エネルギー安定化別 (2022-2030) ($MN)
表16 北米ナトリウム硫黄電池の市場展望、その他の用途別 (2022-2030) ($MN)
表17 ヨーロッパナトリウム硫黄電池の市場展望、国別 (2022-2030) ($MN)
表18 ヨーロッパナトリウム硫黄電池の市場展望、用途別 (2022-2030) ($MN)
表19 ヨーロッパナトリウム硫黄電池の市場展望：輸送・重機械別 (2022-2030) ($MN)
表20 ヨーロッパナトリウム硫黄電池の市場展望、グリッドおよびスタンドアロンシステム別 (2022-2030) ($MN)
表21 ヨーロッパナトリウム硫黄電池の市場展望、バックアップ電力別 (2022-2030) ($MN)
表22 ヨーロッパナトリウム硫黄電池の市場展望、負荷平準化別 (2022-2030) ($MN)
表23 ヨーロッパナトリウム硫黄電池の市場展望、再生可能エネルギー安定化別 (2022-2030) ($MN)
表24 ヨーロッパナトリウム硫黄電池の市場展望、その他の用途別 (2022-2030) ($MN)
表25 アジア太平洋地域のナトリウム硫黄電池の市場展望、国別 (2022-2030) ($MN)
表26 アジア太平洋地域のナトリウム硫黄電池の市場展望、用途別 (2022-2030) ($MN)
表27 アジア太平洋地域のナトリウム硫黄電池の市場展望：輸送機・重機械別 (2022-2030) ($MN)
表28 アジア太平洋地域のナトリウム硫黄電池の市場展望、グリッドおよびスタンドアロンシステム別 (2022-2030) ($MN)
表29 アジア太平洋地域のナトリウム硫黄電池の市場展望、バックアップ電力別 (2022-2030) ($MN)
表30 アジア太平洋地域のナトリウム硫黄電池の市場展望、負荷平準化別 (2022-2030) ($MN)
表31 アジア太平洋地域のナトリウム硫黄電池の市場展望、再生可能エネルギー安定化別 (2022-2030) ($MN)
表32 アジア太平洋地域のナトリウム硫黄電池の市場展望、その他の用途別 (2022-2030) ($MN)
表33 南米ナトリウム硫黄電池の市場展望、国別 (2022-2030) ($MN)
表34 南米のナトリウム硫黄電池の市場展望、用途別 (2022-2030) ($MN)
表35 南米のナトリウム硫黄電池の市場展望：輸送機・重機械別 (2022-2030) ($MN)
表36 南米のナトリウム硫黄電池の市場展望：グリッドおよびスタンドアロンシステム別 (2022-2030) ($MN)
表37 南米のナトリウム硫黄電池の市場展望：バックアップ電力別 (2022-2030) ($MN)
表38 南米のナトリウム硫黄電池の市場展望、負荷平準化別 (2022-2030) ($MN)
表39 南米のナトリウム硫黄電池の市場展望、再生可能エネルギー安定化別 (2022-2030) ($MN)
表40 南米ナトリウム硫黄電池の市場展望、その他の用途別 (2022-2030) ($MN)
表41 中東・アフリカのナトリウム硫黄電池の市場展望：国別 (2022-2030) ($MN)
表42 中東・アフリカのナトリウム硫黄電池の市場展望：用途別 (2022-2030) ($MN)
表43 中東・アフリカのナトリウム硫黄電池の市場展望：輸送機・重機械別 (2022-2030) ($MN)
表44 中東・アフリカのナトリウム硫黄電池の市場展望：グリッド・独立型システム別 (2022-2030) ($MN)
表45 中東・アフリカのナトリウム硫黄電池の市場展望：バックアップ電源別 (2022-2030) ($MN)
表46 中東・アフリカのナトリウム硫黄電池市場の展望：負荷平準化 (2022-2030年)別 ($MN)
表47 中東・アフリカのナトリウム硫黄電池市場の展望：再生可能エネルギー安定化 (2022-2030年)別 ($MN)
表48 中東・アフリカのナトリウム硫黄電池の市場展望：その他の用途別 (2022-2030) ($MN)
According to the BP Statistical Review of World Energy, renewable power generation stood at 3147TWh in 2020, which was an uptrend from the 2019 figures, which was around 2789.2TWh.
Market Dynamics:
Driver:
Growing need for large-scale energy storage solutions
The increasing demand for large-scale energy storage solutions, driven by the rise of renewable energy sources like solar and wind, is revitalizing interest in sodium-sulfur (NaS) batteries. These batteries offer a high energy density and are capable of storing substantial amounts of electricity, making them ideal for grid applications and managing intermittent power generation. Unlike traditional lithium-ion batteries, sodium-sulfur batteries utilize abundant and low-cost materials, addressing concerns over resource scarcity and supply chain issues. Their high operating temperatures, typically around 300-350°C, enable efficient energy conversion and longer cycle life.
Restraint:
Market fragmentation
Market fragmentation significantly hampers the growth and adoption of sodium sulfur (NaS) batteries. This fragmentation arises from the presence of various stakeholders, including diverse manufacturers, research institutions, and end-users, each with different standards, requirements, and expectations. The lack of a unified market approach complicates the development of standardized technologies, leading to inconsistencies in product performance and quality. However, fragmented regulations and policies across regions hinder collaboration and investment, making it challenging for companies to scale production efficiently.
Opportunity:
Demand for electricity is on the rise
As global demand for electricity surges, driven by increased consumption in sectors like electric vehicles and renewable energy integration, Sodium Sulfur (NaS) batteries are gaining significant attention as a viable energy storage solution. These batteries offer high energy density and long discharge times, making them particularly suited for large-scale applications. With the ability to efficiently store excess energy generated by solar and wind sources, NaS batteries play a crucial role in balancing supply and demand, enhancing grid stability. Their relatively low cost and abundant raw materials, like sodium, further bolster their appeal compared to traditional lithium-ion batteries.
Threat:
Investment risks
Investment risks significantly hinder the growth of sodium-sulfur (NaS) batteries, primarily due to concerns over their commercialization and long-term viability. Despite their advantages, such as high energy density and cost-effectiveness, the technology faces challenges including performance issues at low temperatures and relatively short cycle life compared to alternatives like lithium-ion batteries. Investors are wary of the significant upfront costs associated with research, development, and large-scale production, coupled with uncertain returns as the market evolves. The competitive landscape, dominated by established lithium-ion technology, raises doubts about the potential for NaS batteries to capture market share.
Covid-19 Impact
The COVID-19 pandemic significantly impacted the sodium-sulfur battery industry, disrupting supply chains and halting production in key manufacturing regions. Lockdowns and health protocols limited workforce availability, delaying research and development efforts. As demand for renewable energy storage surged during the pandemic, the sodium-sulfur battery's potential for large-scale energy applications faced challenges in scaling up production. The pandemic accelerated the need for sustainable energy solutions, prompting increased investment in alternative battery technologies.
The Grid and Standalone Systems segment is expected to be the largest during the forecast period
Grid and Standalone Systems segment is expected to be the largest during the forecast period. NaS batteries offer high energy density, long cycle life, and the ability to operate at elevated temperatures, making them ideal for large-scale energy storage applications. Enhancements in this technology focus on improving efficiency, cycle stability, and safety, as well as reducing costs through innovative materials and manufacturing processes. By optimizing the battery design and integrating advanced monitoring systems, these developments aim to enhance performance in grid stabilization, renewable energy integration, and emergency backup power solutions.
The Load Levelling segment is expected to have the highest CAGR during the forecast period
Load Levelling segment is expected to have the highest CAGR during the forecast period. By effectively managing the demand and supply of electricity, load leveling helps stabilize the grid during peak consumption periods. NaS batteries, known for their high energy density and efficiency, can absorb excess energy during low-demand times, storing it for later use. This capability mitigates the risk of energy shortages and reduces reliance on fossil fuels, contributing to a cleaner energy landscape. Additionally, by smoothing out fluctuations in energy supply and demand, load leveling improves the longevity and reliability of NaS batteries.
Region with largest share:
Asia Pacific region commanded the largest share of the market over the extrapolated period. With rising energy demands and the push for sustainable solutions, industries are increasingly turning to NaS batteries for their high energy density and efficiency in large-scale energy storage. These batteries are particularly suited for renewable energy integration, allowing for effective storage and management of solar and wind power. As governments in countries like Japan, China, and India invest in energy transition strategies and infrastructure development, NaS technology is gaining traction for applications such as grid stabilization, peak shaving, and renewable energy support.
Region with highest CAGR:
Europe region is estimated to witness profitable growth during the projected period of time. As countries aim to reduce carbon emissions and enhance energy security, policies promoting renewable energy sources are becoming more prevalent. Sodium sulfur batteries, known for their high energy density and long cycle life, are increasingly favored for large-scale energy storage solutions, particularly in integrating intermittent renewable sources like wind and solar. Regulatory incentives, such as subsidies and grants for research and development, are facilitating innovation and commercialization in this technology. Furthermore, stringent environmental standards are pushing manufacturers to adopt cleaner, more efficient battery technologies, positioning sodium sulfur batteries as a viable alternative to traditional lithium-ion systems.
Key players in the market
Some of the key players in Sodium Sulfur Battery market include Amperex Technology Co., Limited, BASF SE, EaglePicher Technologies, Exide Technologies, Mitsubishi Electric Corporation, Nexterra Systems Corp, NGK Insulators, Ltd, Panasonic Corporation, Samsung SDI Co., Ltd, Sion Power Corporation and Toshiba Corporation.
Key Developments:
In January 2024, Stellantis Ventures, Stellantis N.V.'s corporate venture fund, announced its strategic investment in Tiamat, a France-based business developing and commercializing sodium-ion battery technology.
In May 2022, GE Electric launched Lifespan, a new renewable energy digital suite that enables consumers to optimize the performance and operations of renewable assets across the region. It will also assist operators in engaging with the valuable insights needed to effectively take action across all elements of their enterprise.
Applications Covered:
• Transport & Heavy Machinery
• Grid and Standalone Systems
• Back-Up Power
• Load Levelling
• Renewable Energy Stabilization
• Other Applications
Regions Covered:
• North America
US
Canada
Mexico
• Europe
Germany
UK
Italy
France
Spain
Rest of Europe
• Asia Pacific
Japan
China
India
Australia
New Zealand
South Korea
Rest of Asia Pacific
• South America
Argentina
Brazil
Chile
Rest of South America
• Middle East & Africa
Saudi Arabia
UAE
Qatar
South Africa
Rest of Middle East & Africa
What our report offers:
Market share assessments for the regional and country-level segments
Strategic recommendations for the new entrants
Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
Strategic recommendations in key business segments based on the market estimations
Competitive landscaping mapping the key common trends
Company profiling with detailed strategies, financials, and recent developments
Supply chain trends mapping the latest technological advancements
1 Executive Summary
2 Preface
2.1 Abstract
2.2 Stake Holders
2.3 Research Scope
2.4 Research Methodology
2.4.1 Data Mining
2.4.2 Data Analysis
2.4.3 Data Validation
2.4.4 Research Approach
2.5 Research Sources
2.5.1 Primary Research Sources
2.5.2 Secondary Research Sources
2.5.3 Assumptions
3 Market Trend Analysis
3.1 Introduction
3.2 Drivers
3.3 Restraints
3.4 Opportunities
3.5 Threats
3.6 Application Analysis
3.7 Emerging Markets
3.8 Impact of Covid-19
4 Porters Five Force Analysis
4.1 Bargaining power of suppliers
4.2 Bargaining power of buyers
4.3 Threat of substitutes
4.4 Threat of new entrants
4.5 Competitive rivalry
5 Global Sodium Sulfur Battery Market, By Application
5.1 Introduction
5.2 Transport & Heavy Machinery
5.3 Grid and Standalone Systems
5.4 Back-Up Power
5.5 Load Levelling
5.6 Renewable Energy Stabilization
5.7 Other Applications
6 Global Sodium Sulfur Battery Market, By Geography
6.1 Introduction
6.2 North America
6.2.1 US
6.2.2 Canada
6.2.3 Mexico
6.3 Europe
6.3.1 Germany
6.3.2 UK
6.3.3 Italy
6.3.4 France
6.3.5 Spain
6.3.6 Rest of Europe
6.4 Asia Pacific
6.4.1 Japan
6.4.2 China
6.4.3 India
6.4.4 Australia
6.4.5 New Zealand
6.4.6 South Korea
6.4.7 Rest of Asia Pacific
6.5 South America
6.5.1 Argentina
6.5.2 Brazil
6.5.3 Chile
6.5.4 Rest of South America
6.6 Middle East & Africa
6.6.1 Saudi Arabia
6.6.2 UAE
6.6.3 Qatar
6.6.4 South Africa
6.6.5 Rest of Middle East & Africa
7 Key Developments
7.1 Agreements, Partnerships, Collaborations and Joint Ventures
7.2 Acquisitions & Mergers
7.3 New Product Launch
7.4 Expansions
7.5 Other Key Strategies
8 Company Profiling
8.1 Amperex Technology Co., Limited
8.2 BASF SE
8.3 EaglePicher Technologies
8.4 Exide Technologies
8.5 Mitsubishi Electric Corporation
8.6 Nexterra Systems Corp
8.7 NGK Insulators, Ltd
8.8 Panasonic Corporation
8.9 Samsung SDI Co., Ltd
8.10 Sion Power Corporation
8.11 Toshiba Corporation
List of Tables
Table 1 Global Sodium Sulfur Battery Market Outlook, By Region (2022-2030) ($MN)
Table 2 Global Sodium Sulfur Battery Market Outlook, By Application (2022-2030) ($MN)
Table 3 Global Sodium Sulfur Battery Market Outlook, By Transport & Heavy Machinery (2022-2030) ($MN)
Table 4 Global Sodium Sulfur Battery Market Outlook, By Grid and Standalone Systems (2022-2030) ($MN)
Table 5 Global Sodium Sulfur Battery Market Outlook, By Back-Up Power (2022-2030) ($MN)
Table 6 Global Sodium Sulfur Battery Market Outlook, By Load Levelling (2022-2030) ($MN)
Table 7 Global Sodium Sulfur Battery Market Outlook, By Renewable Energy Stabilization (2022-2030) ($MN)
Table 8 Global Sodium Sulfur Battery Market Outlook, By Other Applications (2022-2030) ($MN)
Table 9 North America Sodium Sulfur Battery Market Outlook, By Country (2022-2030) ($MN)
Table 10 North America Sodium Sulfur Battery Market Outlook, By Application (2022-2030) ($MN)
Table 11 North America Sodium Sulfur Battery Market Outlook, By Transport & Heavy Machinery (2022-2030) ($MN)
Table 12 North America Sodium Sulfur Battery Market Outlook, By Grid and Standalone Systems (2022-2030) ($MN)
Table 13 North America Sodium Sulfur Battery Market Outlook, By Back-Up Power (2022-2030) ($MN)
Table 14 North America Sodium Sulfur Battery Market Outlook, By Load Levelling (2022-2030) ($MN)
Table 15 North America Sodium Sulfur Battery Market Outlook, By Renewable Energy Stabilization (2022-2030) ($MN)
Table 16 North America Sodium Sulfur Battery Market Outlook, By Other Applications (2022-2030) ($MN)
Table 17 Europe Sodium Sulfur Battery Market Outlook, By Country (2022-2030) ($MN)
Table 18 Europe Sodium Sulfur Battery Market Outlook, By Application (2022-2030) ($MN)
Table 19 Europe Sodium Sulfur Battery Market Outlook, By Transport & Heavy Machinery (2022-2030) ($MN)
Table 20 Europe Sodium Sulfur Battery Market Outlook, By Grid and Standalone Systems (2022-2030) ($MN)
Table 21 Europe Sodium Sulfur Battery Market Outlook, By Back-Up Power (2022-2030) ($MN)
Table 22 Europe Sodium Sulfur Battery Market Outlook, By Load Levelling (2022-2030) ($MN)
Table 23 Europe Sodium Sulfur Battery Market Outlook, By Renewable Energy Stabilization (2022-2030) ($MN)
Table 24 Europe Sodium Sulfur Battery Market Outlook, By Other Applications (2022-2030) ($MN)
Table 25 Asia Pacific Sodium Sulfur Battery Market Outlook, By Country (2022-2030) ($MN)
Table 26 Asia Pacific Sodium Sulfur Battery Market Outlook, By Application (2022-2030) ($MN)
Table 27 Asia Pacific Sodium Sulfur Battery Market Outlook, By Transport & Heavy Machinery (2022-2030) ($MN)
Table 28 Asia Pacific Sodium Sulfur Battery Market Outlook, By Grid and Standalone Systems (2022-2030) ($MN)
Table 29 Asia Pacific Sodium Sulfur Battery Market Outlook, By Back-Up Power (2022-2030) ($MN)
Table 30 Asia Pacific Sodium Sulfur Battery Market Outlook, By Load Levelling (2022-2030) ($MN)
Table 31 Asia Pacific Sodium Sulfur Battery Market Outlook, By Renewable Energy Stabilization (2022-2030) ($MN)
Table 32 Asia Pacific Sodium Sulfur Battery Market Outlook, By Other Applications (2022-2030) ($MN)
Table 33 South America Sodium Sulfur Battery Market Outlook, By Country (2022-2030) ($MN)
Table 34 South America Sodium Sulfur Battery Market Outlook, By Application (2022-2030) ($MN)
Table 35 South America Sodium Sulfur Battery Market Outlook, By Transport & Heavy Machinery (2022-2030) ($MN)
Table 36 South America Sodium Sulfur Battery Market Outlook, By Grid and Standalone Systems (2022-2030) ($MN)
Table 37 South America Sodium Sulfur Battery Market Outlook, By Back-Up Power (2022-2030) ($MN)
Table 38 South America Sodium Sulfur Battery Market Outlook, By Load Levelling (2022-2030) ($MN)
Table 39 South America Sodium Sulfur Battery Market Outlook, By Renewable Energy Stabilization (2022-2030) ($MN)
Table 40 South America Sodium Sulfur Battery Market Outlook, By Other Applications (2022-2030) ($MN)
Table 41 Middle East & Africa Sodium Sulfur Battery Market Outlook, By Country (2022-2030) ($MN)
Table 42 Middle East & Africa Sodium Sulfur Battery Market Outlook, By Application (2022-2030) ($MN)
Table 43 Middle East & Africa Sodium Sulfur Battery Market Outlook, By Transport & Heavy Machinery (2022-2030) ($MN)
Table 44 Middle East & Africa Sodium Sulfur Battery Market Outlook, By Grid and Standalone Systems (2022-2030) ($MN)
Table 45 Middle East & Africa Sodium Sulfur Battery Market Outlook, By Back-Up Power (2022-2030) ($MN)
Table 46 Middle East & Africa Sodium Sulfur Battery Market Outlook, By Load Levelling (2022-2030) ($MN)
Table 47 Middle East & Africa Sodium Sulfur Battery Market Outlook, By Renewable Energy Stabilization (2022-2030) ($MN)
Table 48 Middle East & Africa Sodium Sulfur Battery Market Outlook, By Other Applications (2022-2030) ($MN)
