Top 10 Sodium-Ion Battery Companies Driving Industry Innovation in 2026

1. Introduction

Overview of the Global Sodium-Ion Battery Industry

The global sodium-ion battery industry entered a substantially more commercial phase between 2023 and 2026, moving from laboratory-scale validation toward vehicle integration, industrial energy storage, backup power, starter batteries, and utility-scale deployments. China currently contains some of the most advanced commercial infrastructure: HiNa Battery operates a GWh-scale sodium-ion cell production line, while Great Power has progressed sodium-ion technology into commercial energy-storage applications including a 5 MW/10 MWh project. CATL's Naxtra platform has pushed passenger-vehicle cell energy density to 175 Wh/kg, bringing sodium-ion performance closer to established lithium iron phosphate systems for selected mobility applications.

Commercial penetration remains concentrated in applications where safety, temperature tolerance, cycle life, resource availability, or high-power delivery can outweigh lower gravimetric energy density. China placed the Fulin sodium-ion storage station into operation in 2024, where the sodium-ion system achieved energy-conversion efficiency above 92%. In Europe, TIAMAT is preparing a French manufacturing site designed for 5 GWh of first-generation sodium-ion cells, while Altris has moved beyond cathode research into P-Series and E-Series cells spanning capacities from 1 Ah to 300 Ah. In the United States, Peak Energy and UNIGRID are developing grid, commercial, residential, automotive-starting, and data-center applications.

Market Evolution and Growth Drivers

Sodium-ion development accelerated after 2021, when CATL introduced its first-generation technology and Chinese producers increased work on layered-oxide, polyanion, hard-carbon, and related material systems. By 2025, HiNa Battery had moved four sodium-ion product lines into mass-production and sales phases, while Great Power's commercial sodium-ion portfolio included layered-oxide cells reaching 150 Wh/kg and polyanion systems designed for cycle life beyond 6,000 cycles. Improvements in electrode engineering, moisture management, hard-carbon behaviour, electrolyte design, battery-management algorithms, and manufacturing controls are collectively narrowing earlier performance gaps.

Grid transformation is another structural driver. China's new-type energy-storage capacity reached 35.3 GW by the end of March 2024, creating a large testing environment for alternative battery chemistries. India targets 50% of cumulative installed electric-power capacity from non-fossil sources by 2030, while Australia is pursuing 82% renewable electricity by 2030. Such systems require increasing quantities of dispatchable storage, and sodium-ion technology offers a pathway that reduces reliance on lithium, cobalt, and nickel in certain chemistries. Commercial adoption is also being pushed by operating characteristics such as HiNa cells functioning from −40°C to 80°C and UNIGRID systems targeting operation from −40°C to 60°C.

2. Top 5 Latest Trends in the Sodium-Ion Battery Industry

1. Mass production and passenger-vehicle integration

2. Expansion into utility-scale and data-center energy storage

3. Development of critical-mineral-light cathode chemistries

4. High-power, wide-temperature and starter-battery applications

5. Regional manufacturing and localized sodium-ion supply chains

Trend 1: Mass Production and Passenger-Vehicle Integration

The transition from prototypes to automotive production became one of the defining trends among the Top Companies in the Sodium-Ion Battery Industry during 2025–2026. CATL introduced its Naxtra sodium-ion platform in April 2025 with passenger-EV cell energy density of 175 Wh/kg, and in February 2026 CATL and Changan announced a mass-produced passenger vehicle using Naxtra technology. The architecture supports a pure-electric driving range above 400 km, demonstrating that sodium-ion technology is beginning to move beyond low-speed vehicles and stationary storage. CATL has also stated that Naxtra is scheduled to enter full-scale mass production by the end of 2026, although that production milestone remains a forward commitment rather than a completed event as of August 2026.

Trend 2: Utility-Scale and Data-Center Energy Storage

Stationary storage is becoming a major commercialization route because battery weight has less importance than safety, cycle durability and operating cost. Great Power's sodium-ion portfolio reached commercial deployment through a 5 MW/10 MWh project at the Qingdao North Coast Data Center, while HiNa has deployed multiple megawatt-hour systems and delivered a 1.1 MWh sodium-ion cluster to a German energy company in 2025. Peak Energy added a U.S. dimension by operating grid-scale sodium-ion systems and planning 5 deployments in 2026, followed by a targeted 1 GWh deployment scale in 2027. This trend positions sodium-ion as a candidate for renewable integration, AI data-center backup, grid balancing and commercial energy storage rather than only transportation.

Trend 3: Critical-Mineral-Light Cathode Chemistries

Material diversification is producing multiple sodium-ion technology families rather than a single standardized chemistry. Altris is commercializing Prussian White and reports an E-Series cell energy density above 160 Wh/kg with cycle life beyond 8,000 cycles. UNIGRID uses a sodium-chromium-oxide platform designed for long-duration service and advertises cell operation extending beyond 30,000 cycles under defined conditions. HiNa has developed layered-oxide systems, while Great Power combines layered-oxide and polyanion development. These approaches matter because sodium-ion manufacturers can avoid lithium and, depending on the cathode system, reduce or eliminate nickel and cobalt. Material architecture will therefore shape which sodium-ion products compete in EVs, grid storage, 12-volt systems or high-cycle industrial applications.

Trend 4: High-Power, Wide-Temperature and Starter-Battery Applications

Sodium-ion technology is gaining attention in applications that require power delivery rather than maximum energy per kilogram. TIAMAT's 37 Ah prismatic cell is rated at 3.7 V and supports a fast-charge time of 12 minutes, with peak discharge current specified at 1,225 A for 10 seconds. CATL has developed a 24 V Naxtra start-stop battery for heavy-duty trucks, while Sodion Energy is commercializing 12-volt sodium-ion products designed as replacements for conventional lead-acid starter and backup batteries. Sodion specifies operating tolerance up to 70°C, and UNIGRID offers 12-volt cell formats covering approximately 4 Ah to 75 Ah. These specifications create commercially distinct niches in UPS systems, automotive starting, forklifts, telecom backup and industrial equipment.

Trend 5: Regional Manufacturing and Localized Supply Chains

Localization is becoming important because sodium-ion's strategic value partly comes from reducing dependence on geographically concentrated battery materials. TIAMAT's planned French gigafactory is designed for 5 GWh of first-generation cells, while Peak Energy selected Sacramento for a planned 4 GWh U.S. sodium-ion factory expected to begin shipments in the first quarter of 2027. In India, KPIT transferred its sodium-ion technology to Trentar Energy Solutions in 2025, accompanied by a plan for 3 GWh of sodium-ion manufacturing capacity. Altris operates a pilot line in Uppsala and a cathode-active-material facility in Kolín, creating a European materials-to-cell development chain. Local manufacturing could eventually influence qualification cycles, logistics, regulatory compliance and supply resilience as volumes increase.

3. Top 10 Companies in the Sodium-Ion Battery Industry

The following 10 companies are not presented as a strict ranking. They are selected for active sodium-ion cell development, manufacturing, material technology, systems engineering, commercialization programs, deployments or industrial-scale initiatives demonstrated through current company information.

1. Contemporary Amperex Technology Co., Limited (CATL)

Company Overview: CATL was established in 2011 and maintains its headquarters in Ningde, Fujian, China. Its sodium-ion program progressed from the company's first-generation cell in 2021 to the Naxtra commercial platform introduced in 2025. CATL also operates battery manufacturing and subsidiary infrastructure in multiple international markets.

Headquarters: Ningde, Fujian, China.

Core Sodium-Ion Battery Expertise: CATL combines sodium-ion electrode chemistry with Cell-to-Pack architecture, battery-management systems and automotive integration. Its Naxtra passenger-vehicle cell reaches 175 Wh/kg, and the platform has been engineered for cold-temperature operation, safety and mass manufacturing.

Major Products and Services: Naxtra includes passenger-EV batteries and a 24 V sodium-ion start-stop battery for heavy-duty commercial vehicles. CATL stated in April 2026 that full-scale Naxtra production is planned by the end of 2026.

2. HiNa Battery Technology Co., Ltd.

Company Overview: HiNa Battery was established in 2017 as a commercialization spin-off associated with research from the Institute of Physics, Chinese Academy of Sciences. Its development history extends through materials, cells, modules, low-speed electric vehicles and stationary storage, and it operates a GWh-scale sodium-ion production line.

Headquarters: The company's operating base is in Liyang, Jiangsu Province, China, within the Zhongguancun Science and Technology Industrial Park.

Core Sodium-Ion Battery Expertise: HiNa develops cathode and anode materials, cells, modules and integrated storage systems. Verified cell specifications include energy density of at least 145 Wh/kg, operation between −40°C and 80°C and cycle life of at least 4,500 cycles under its specified test conditions.

Major Products and Services: In 2025, HiNa announced four mass-production product families covering starter batteries, mobility and stationary storage, including a 240 Ah storage cell validated on its GWh-scale production line.

3. Great Power

Company Overview: Guangzhou Great Power Energy & Technology was founded in 2001 and has expanded into an international battery manufacturer with 10 production facilities and operations serving over 50 countries and areas. Sodium-ion R&D began in 2019, followed by strategic industrial development from 2021.

Headquarters: Guangzhou, Guangdong, China.

Core Sodium-Ion Battery Expertise: Great Power develops layered-oxide and polyanion sodium-ion systems. Its layered-oxide technology reaches 150 Wh/kg with cycle life up to 3,000 cycles, while its polyanion pathway has demonstrated cycle life above 6,000 cycles.

Major Products and Services: Great Power produces cylindrical and prismatic sodium-ion cells and has supported a 5 MW/10 MWh commercial energy-storage project for a data-center application in Qingdao. Its broader engineering network includes more than 2,200 engineers and four research institutes.

4. Faradion Limited

Company Overview: Faradion was founded in 2011 by Jerry Barker, Chris Wright and Ashwin Kumaraswamy specifically to develop non-aqueous sodium-ion battery technology. Its intellectual-property portfolio comprises 21 patent families, including granted patents addressing cell materials, infrastructure, safety and transport.

Headquarters: Faradion maintains its registered corporate office in London, United Kingdom, while the business has longstanding technical roots in Sheffield.

Core Sodium-Ion Battery Expertise: Faradion focuses on layered-oxide cathodes, hard-carbon anodes, electrolytes and zero-volt transportation capability. Prototype pouch-cell work has demonstrated specific energy above 190 Wh/kg, with scale-up directed toward 32 Ah production-format cells.

Major Products and Services: The company develops and licenses technology for stationary storage, transport, backup power and remote applications. Its technology has already been installed in Australia, with commercial project activity reported since 2022.

5. Altris AB

Company Overview: Altris originated from Uppsala University research beginning in 2015 and was formally founded in 2017. The company operates sodium-ion cell development in Uppsala and has established cathode-active-material capability in Kolín, creating a European sodium-ion technology platform.

Headquarters: Uppsala, Sweden.

Core Sodium-Ion Battery Expertise: Altris specializes in Prussian White cathode-active material, electrolytes, sodium-ion cells and production blueprints. Its Prussian White material has achieved a declared capacity of 160 mAh/g.

Major Products and Services: The P-Series covers approximately 1–50 Ah with 110–130 Wh/kg, while the E-Series targets 50–300 Ah, energy density above 160 Wh/kg and cycle life beyond 8,000 cycles. Target applications include automotive low-voltage systems, grid storage, defence and data centers.

6. TIAMAT Energy

Company Overview: TIAMAT was created in 2017 after roughly 10 years of CNRS-linked research and achieved its first commercialized sodium-ion consumer-cell application in 2023. Its industrial strategy centers on high-power sodium-ion technology rather than maximizing energy density alone.

Headquarters: TIAMAT operates in the Amiens area of France and plans its industrial plant approximately 10 km southeast of Amiens in the Jules Verne 2 industrial zone.

Core Sodium-Ion Battery Expertise: TIAMAT develops high-power cylindrical and prismatic cells for power tools, mobility, fast-charge buffering, UPS and stationary systems. Its 37 Ah prismatic format specifies a 12-minute fast-charge capability.

Major Products and Services: The company plans a factory capable of producing 5 GWh of first-generation sodium-ion cells, supporting industrialization for European customers.

7. Peak Energy

Company Overview: Peak Energy is a U.S. sodium-ion storage developer building vertically integrated stationary-storage capabilities across system engineering, cell development and deployment. By 2026, it had completed a multi-customer pilot program and was advancing larger commercial installations.

Headquarters: Peak's engineering operations are based in California and Colorado, with facilities in Burlingame, California, and Broomfield, Colorado.

Core Sodium-Ion Battery Expertise: The company concentrates on passively cooled grid-storage architecture intended to reduce thermal-management complexity. Peak reports 10+ months of operating deployment experience from its pilot program.

Major Products and Services: Peak plans five deployments during 2026, 1 GWh of deployment scale during 2027 and a 4 GWh Sacramento manufacturing facility scheduled for initial production in the first quarter of 2027.

8. UNIGRID Battery

Company Overview: UNIGRID is a San Diego-based sodium-ion technology company built around research in advanced sodium chemistry and commercial storage applications. In 2026, the company moved into commercial-scale deliveries and expanded product availability for U.S. and European applications.

Headquarters: San Diego, California, United States.

Core Sodium-Ion Battery Expertise: UNIGRID uses a sodium-chromium-oxide platform engineered for high power, passive thermal operation and long cycle life. The company's published specifications include operation from −40°C to 60°C and up to 30,000 cycles under defined product conditions.

Major Products and Services: Its portfolio includes 12-volt starter batteries, the 9.25 kWh Na+ Casa residential system, Na+ Cleo commercial/data-center racks and cells for industrial EV and UPS applications.

9. KPIT Technologies

Company Overview: KPIT introduced its indigenous sodium-ion battery technology in December 2023 and entered a commercialization agreement with Trentar Energy Solutions in February 2025. KPIT has more than 13,000 employees and engineering centers across India, Europe, the United States, Japan, China and Thailand.

Headquarters: Pune, Maharashtra, India.

Core Sodium-Ion Battery Expertise: KPIT's technology targets mobility, UPS, grid storage, marine and defence applications. Published specifications indicate 80% capacity retention after 3,000–6,000 cycles, depending on configuration and operating conditions.

Major Products and Services: Rather than independently building large cell factories, KPIT transferred the technology to Trentar for commercialization. The agreement includes a planned 3 GWh sodium-ion manufacturing capability and an 8-year technology-royalty arrangement.

10. Sodion Energy

Company Overview: Sodion Energy is a Singapore-based applications-engineering company founded in 2020 that focuses on integrating sodium-ion cells into practical 12-volt battery systems. Its strategy targets markets traditionally served by lead-acid batteries rather than competing first in long-range passenger EV traction packs.

Headquarters: Singapore.

Core Sodium-Ion Battery Expertise: Sodion designs sodium-ion packs compatible with conventional automotive alternators and 12-volt architectures. Its products use IEC 62619-tested cells and are designed for operation at temperatures reaching 70°C.

Major Products and Services: Its portfolio includes Prometheus II starter batteries, Prometheus Lite, Argus backup batteries and Kratos products. Sodion reports pack weights up to 60% lower than comparable lead-acid systems and sources cells through an MWh-scale agreement with UNIGRID.

4. Regional Outlook

North America

North America's sodium-ion sector remains earlier in industrial scale than China's, but commercialization accelerated during 2025–2026. Peak Energy delivered a grid-scale sodium-ion storage project in the United States and subsequently moved toward additional utility installations, while UNIGRID progressed to commercial-scale battery deliveries in 2026. California has also directly supported sodium-ion manufacturing development: a California Energy Commission funding decision recommended roughly 3 million dollars for UNIGRID's advanced sodium-ion production project, demonstrating state-level interest in non-lithium storage technology. Peak's Sacramento project is designed for 4 GWh of annual production, with manufacturing scheduled to begin in 2027.

Utility demand represents the clearest regional opening. Peak reported 9 customers in its completed pilot program and has announced multi-year grid-storage commitments measured in several gigawatt-hours. UNIGRID is targeting residential storage, data centers, vehicle starting and commercial applications with cells rated for 30,000 cycles. Canada and Mexico possess substantial automotive and renewable-energy industries, but publicly documented dedicated sodium-ion cell manufacturing remained limited compared with U.S. activity as of August 2026. The principal regional challenges are scaling domestic cathode and anode production, qualifying new chemistries under utility procurement requirements and competing with an established North American lithium-ion manufacturing network.

Europe

Europe combines strong battery regulation with a developing sodium-ion manufacturing base. Regulation (EU) 2023/1542 entered into force on 17 August 2023 and progressively introduces requirements governing sustainability, waste treatment, material recovery, labelling and battery life-cycle management. Recycling-efficiency requirements include 50% for other waste batteries by the end of 2025, creating a regulatory framework that applies as emerging sodium-ion products enter European markets. This environment can favour chemistries designed around abundant materials, but producers still need industrial qualification, traceability, safety documentation and scalable manufacturing.

Industrial activity is concentrated in countries including France, Sweden and the United Kingdom. TIAMAT plans a 5 GWh French sodium-ion factory near Amiens, while Altris operates its Uppsala pilot line and develops Prussian White materials alongside a cathode facility in Kolín. Faradion, founded in the United Kingdom in 2011, has built 21 patent families covering non-aqueous sodium-ion technology. The UK also continues battery research through the Faraday ecosystem, whose public programs have supported battery R&D since 2017. Europe's opportunity lies in creating a sodium-ion chain that is less dependent on imported lithium, nickel and cobalt, while its primary challenge is achieving cost-effective manufacturing volume against mature Asian battery supply chains.

Asia-Pacific

Asia-Pacific is the most advanced region for commercial sodium-ion deployment, driven primarily by China. By March 2024, China had installed 35.3 GW of new-type energy storage, and the Fulin sodium-ion station in Guangxi became a notable large-scale demonstration with system efficiency above 92%. HiNa operates a GWh-scale sodium-ion production line and mass-production portfolio, Great Power has deployed a 5 MW/10 MWh sodium-ion project, and CATL is integrating its 175 Wh/kg Naxtra technology into passenger vehicles. China's dense battery materials, manufacturing-equipment, electronics and EV ecosystem provides sodium-ion companies with a faster path from pilot cell to commercially integrated system.

India and Southeast Asia are developing different entry points. India has a national objective for 50% of cumulative electric-power installed capacity to come from non-fossil sources by 2030, increasing the strategic requirement for energy storage. KPIT's technology-transfer agreement targets 3 GWh of planned manufacturing through Trentar, while Singapore-based Sodion Energy is commercializing sodium-ion systems for lead-acid replacement and tropical operation up to 70°C. Australia targets 82% renewable electricity by 2030 and has already hosted Faradion sodium-ion deployments. Japan has also demonstrated consumer adoption: ELECOM introduced a commercial sodium-ion portable battery during 2025, extending the chemistry into consumer electronics rather than only vehicles and grid storage.

Middle East & Africa

Commercial sodium-ion cell manufacturing remains limited across the Middle East and Africa, but the regional energy-storage requirement is expanding rapidly. Saudi Arabia reported 30 GWh of battery-energy-storage capacity as part of its 2025 Vision 2030 progress reporting, while 17 renewable-energy projects totaling 13.76 GW were already under development under the Saudi Green Initiative framework. The UAE is also enlarging grid storage: Dubai's seventh Mohammed bin Rashid Al Maktoum Solar Park phase is planned with a 1,400 MW battery system capable of six hours of storage, equivalent to 8,400 MWh. These projects are chemistry-neutral today but create future procurement opportunities for sodium-ion if suppliers demonstrate bankability, temperature performance and long-duration reliability.

Africa presents a different set of requirements involving grid reliability, distributed renewables and backup power. South Africa's first Battery Energy Storage Independent Power Procurement Programme was structured for 513 MW across five grid sites, with four preferred bidders identified in the first bid window. Faradion has also reported sodium-ion technology being prepared for commercial use in sub-Saharan African mobile solar-storage applications. High ambient temperature, remote logistics and maintenance limitations may make thermally tolerant sodium-ion systems attractive, but regional adoption will depend on financing, local service capability, standards acceptance and reliable supply. As of 2026, most large announced African battery-storage programs still use established technologies rather than dedicated sodium-ion platforms.

5. Future Opportunities in the Sodium-Ion Battery Industry

Future opportunities for the Top Companies in the Sodium-Ion Battery Industry will depend less on replacing every lithium-ion battery and more on matching sodium chemistry to applications where its specific characteristics create operational advantages. CATL's 175 Wh/kg Naxtra cell shows that passenger mobility is technically possible, while Altris' E-Series targets cycle life above 8,000 cycles and UNIGRID cites up to 30,000 cycles for its sodium-chromium-oxide products. High-cycle stationary storage, AI data centers, telecom backup, industrial UPS, 12-volt automotive systems, forklifts and cold-climate equipment can therefore develop independently of long-range premium EV demand.

Manufacturing localization is another measurable opportunity. Peak's planned 4 GWh Sacramento plant, TIAMAT's 5 GWh French project and the 3 GWh capacity associated with KPIT's technology-transfer agreement indicate that North America, Europe and India are attempting to build regional sodium-ion capabilities. These are announced or planned capacities and should not be interpreted as already operating output. Successful scale-up by 2027 would provide a clearer test of production yield, real-world cycle degradation, cathode-material availability and system economics outside China.

Advanced manufacturing, AI-enabled quality control and battery analytics could further improve commercialization. CATL has already applied digital and automated manufacturing methods that delivered a 17% line-speed increase at one Lighthouse manufacturing site, showing how mature battery-production tools can support new chemistries. Sodium-ion developers can apply similar machine-vision inspection, predictive maintenance, formation-data analytics and BMS algorithms to improve consistency. At the material level, Prussian White, layered oxides, polyanion compounds, hard carbon and sodium-chromium systems will continue competing for different performance envelopes rather than converging immediately on 1 dominant chemistry.

Regulation will also shape opportunities. The EU Batteries Regulation has progressively introduced life-cycle requirements since 2023, while China implemented a new EV battery safety standard on 1 July 2026 covering areas including thermal propagation, bottom impact and fast-charging cycles. CATL reported that Naxtra passed the new Chinese standard before implementation. Companies able to validate thermal safety, transportation, traceability and long service life could gain an advantage in stationary storage, commercial fleets and infrastructure where risk management is often as important as energy density.

6. Conclusion

The sodium-ion battery industry in 2026 has reached a stage where commercial products, mass-production programs and megawatt-scale deployments exist alongside continuing materials research. Five developments define the present competitive landscape: automotive mass production, utility and data-center storage, diversified cathode chemistry, high-power and wide-temperature products, and localized manufacturing. CATL's 175 Wh/kg Naxtra technology, HiNa's GWh-scale manufacturing, Great Power's 5 MW/10 MWh commercial project and expanding European and American factory plans show that sodium-ion has progressed beyond laboratory validation.

The Top Companies in the Sodium-Ion Battery Industry are pursuing different competitive positions rather than a single universal battery design. CATL and HiNa are scaling mobility and storage; Great Power combines sodium-ion with an established battery-manufacturing network; Faradion and Altris concentrate heavily on intellectual property and materials; TIAMAT targets high power; Peak Energy emphasizes grid systems; UNIGRID focuses on long-cycle applications; KPIT is transferring technology into 3 GWh of planned Indian manufacturing; and Sodion is targeting 12-volt lead-acid replacement. This diversity is likely to remain a defining feature as the technology matures.

Regional outcomes will depend on manufacturing scale, regulation and application fit. China already supports GWh-scale production, Europe is developing a 5 GWh French sodium-ion project under increasingly stringent battery regulation, and the United States has a planned 4 GWh factory alongside emerging grid deployments. Asia-Pacific has the deepest current manufacturing ecosystem, while the Middle East and Africa offer longer-term storage opportunities linked to multi-GWh battery and renewable-energy programs. Sodium-ion's strongest future position will therefore come from applications where safety, high cycle life, wide-temperature performance, resource diversification and supply-chain resilience provide measurable advantages over established battery chemistries.