
cover
- Published: November 2025
- Pages: 910
- Tables: 249
- Figures: 187
The global lithium-ion battery market is undergoing significant transformation, driven primarily by the electrification of transportation, expansion of renewable energy storage, and continued demand from consumer electronics. Current lithium-ion technology dominates commercial applications due to its established performance characteristics, manufacturing scalability, and improving cost structure, though it is approaching theoretical performance limits that necessitate development of next-generation alternatives.
Electric vehicles represent the largest application segment, with passenger cars, commercial vehicles, and two/three-wheelers collectively accounting for the majority of battery demand growth. This shift reflects regulatory pressures to reduce emissions, improvements in battery energy density enabling practical driving ranges, and expanding charging infrastructure. Regional adoption patterns vary considerably, with China leading in deployment scale, Europe advancing through policy mandates, and North America accelerating adoption through recent incentive programs. Commercial vehicle electrification progresses particularly in urban bus fleets and last-mile delivery applications, where total cost of ownership economics prove favorable despite higher upfront costs.
Stationary energy storage represents a rapidly expanding application driven by renewable energy integration requirements. Grid-scale battery systems provide essential services including frequency regulation, peak demand management, and renewable energy firming to address solar and wind intermittency. Lithium iron phosphate (LFP) chemistry dominates this segment due to cost-effectiveness, safety characteristics, and cycle life exceeding 6,000-10,000 cycles. Residential and commercial storage systems complement utility-scale deployments, offering backup power, demand charge reduction, and solar self-consumption optimization.
Consumer electronics, while representing the market's historical foundation, now exhibits slower growth as smartphone and laptop markets mature. However, absolute demand continues expanding through wearable devices, power tools, and emerging product categories. This segment drove early lithium-ion development and manufacturing scale, establishing supply chains and production capabilities that now support transportation and stationary storage applications.
Current lithium-ion technology relies predominantly on graphite anodes and various cathode chemistries including nickel manganese cobalt (NMC), lithium iron phosphate (LFP), and nickel cobalt aluminum (NCA). Cathode selection involves trade-offs between energy density, cost, cycle life, and safety. NMC offers balanced performance and dominates premium electric vehicles, while LFP gains market share in cost-sensitive applications and stationary storage despite lower energy density. Anode materials are transitioning from pure graphite toward silicon-graphite composites, with silicon content gradually increasing from current levels of 5-10% toward 30-50% as manufacturing addresses volume expansion challenges.
Next-generation battery technologies under development aim to overcome lithium-ion's inherent limitations. Solid-state batteries replace liquid electrolytes with solid ion conductors, enabling lithium metal anodes and potentially doubling energy density while improving safety. However, challenges remain in achieving adequate ionic conductivity, maintaining stable interfaces during cycling, and developing scalable manufacturing processes. Multiple companies target commercial introduction between 2025-2028, initially in premium applications.
Lithium-sulfur batteries offer theoretical energy densities approaching 500-600 Wh/kg through sulfur's high specific capacity, though practical implementation faces obstacles including polysulfide dissolution, poor sulfur conductivity, and limited cycle life. Development focuses on cathode architectures that physically confine polysulfides, electrolyte formulations suppressing shuttle effects, and lithium metal anode stabilization.
Sodium-ion batteries present a cost-effective alternative using abundant sodium resources, targeting stationary storage and entry-level electric vehicles where lower energy density proves acceptable. Lithium titanate (LTO) serves specialized applications requiring exceptional fast-charging capability and ultra-long cycle life despite energy density penalties. Other emerging technologies including lithium-metal, aluminum-ion, and various flow battery chemistries address specific application requirements where conventional lithium-ion proves suboptimal.
The battery industry faces ongoing challenges including supply chain constraints for critical materials like lithium, cobalt, and nickel; manufacturing scale-up requirements; safety and reliability validation; and establishing recycling infrastructure for circular economy implementation. Regional governments increasingly prioritize domestic manufacturing capacity and supply chain security, while technological development continues across materials science, cell design, manufacturing processes, and battery management systems. The trajectory toward widespread electrification depends fundamentally on continued battery technology advancement, cost reduction, and addressing resource availability constraints through both improved lithium-ion variants and successful commercialization of next-generation alternatives.
The Global Li-ion and Next-Gen Battery Market 2026-2036 delivers authoritative analysis of the evolving battery technology landscape, providing essential insights for stakeholders navigating the transition from conventional lithium-ion to next-generation battery architectures through 2036.
The report encompasses exhaustive coverage of established and emerging battery technologies, including lithium-ion variants, solid-state batteries, sodium-ion systems, lithium-sulfur, lithium-metal, aluminum-ion, and redox flow batteries. Detailed market forecasts quantify demand trajectories across electric vehicles (passenger cars, commercial vehicles, buses, trucks, micro-EVs), grid-scale energy storage, residential and commercial installations, consumer electronics, and industrial applications. Regional market dynamics, technology adoption patterns, and competitive landscapes receive granular examination across all major geographies.
Technical analysis explores critical materials innovation driving performance improvements, including silicon anodes, high-nickel cathodes (NMC, NCA), lithium iron phosphate (LFP), lithium manganese iron phosphate (LMFP), lithium nickel manganese oxide (LNMO), graphene coatings, carbon nanotubes, and advanced electrolyte formulations. The report addresses manufacturing scalability challenges, cost reduction pathways, supply chain evolution, and recycling technologies through hydrometallurgical, pyrometallurgical, and direct recycling methodologies.
Emerging technologies receive comprehensive treatment, with detailed assessments of solid-state battery development (oxide, sulfide, and polymer electrolytes), semi-solid-state architectures, structural battery composites, flexible and wearable batteries, transparent batteries, degradable systems, and printed battery technologies. Specialized chapters examine artificial intelligence applications in battery development, cell design innovations including cell-to-pack and cell-to-chassis architectures, bipolar configurations, and hybrid battery systems.
Market drivers, regulatory frameworks, sustainability considerations, and PFAS elimination strategies provide context for technology transitions. The report quantifies addressable markets, technology penetration rates, pricing dynamics, and profitability outlooks across chemistry types and application segments. Energy density evolution, fast-charging capabilities, cycle life improvements, and safety enhancements receive detailed technical evaluation alongside commercialization timelines and automotive OEM deployment strategies.
Key Report Features:
- Comprehensive market forecasts through 2036 with historical data from 2018, including GWh demand projections and market value assessments across all battery technologies and application segments
- Detailed analysis of 20+ battery chemistries and architectures, from conventional lithium-ion variants to cutting-edge solid-state and beyond-lithium technologies
- Extensive coverage of electric vehicle battery requirements across passenger cars, commercial vehicles, buses, trucks, construction equipment, trains, boats, and micro-mobility
- Grid storage market intelligence spanning utility-scale installations, commercial and industrial systems, residential applications, and microgrid deployments
- Material-level analysis of anodes (graphite, silicon, lithium titanate, lithium-metal), cathodes (NMC, LFP, NCA, LMFP, LNMO), electrolytes, separators, binders, and conductive additives
- Manufacturing technology evaluation including production methods, cost structures, capacity expansion plans, and regional manufacturing strategies
- Recycling technologies and circular economy strategies with comparative analysis of direct, hydrometallurgical, and pyrometallurgical approaches
- Technology roadmaps detailing pathways to 350+ Wh/kg energy density, fast-charging capabilities, and extended cycle life
- Regulatory analysis including PFAS elimination requirements, safety standards, and environmental compliance
- Supply chain mapping covering raw materials, component manufacturing, cell production, and pack assembly
- SWOT analyses for each major battery technology identifying strengths, weaknesses, opportunities, and threats
- Competitive intelligence with strategic positioning analysis and technology differentiation assessment
- 249 detailed tables presenting quantitative market data, technical specifications, and comparative analyses
- 187 figures including market forecasts, technology roadmaps, process schematics, and competitive landscapes
The report features comprehensive profiles of 405 leading companies including 2D Fab AB, 24M Technologies, 3DOM Inc., 6K Energy, Abound Energy, AC Biode, ACCURE Battery Intelligence, Achelous Pure Metal Company, Accu't, Addionics, Advano, Agora Energy Technologies, Aionics, AirMembrane Corporation, Allegro Energy, Alsym Energy, Altairnano/Yinlong, Altris AB, Aluma Power, Altech Batteries, Ambri, AMO Greentech, Ampcera, Amprius, AMTE Power, Anaphite Limited, Anhui Anwa New Energy, Anthro Energy, APB Corporation, Appear, Ateios Systems, Atlas Materials, Australian Advanced Materials, Australian Vanadium Limited, AVESS, Avanti Battery Company, AZUL Energy, BAK Power Battery, BASF, BattGenie, Basquevolt, Base Power, Bedimensional, Beijing WeLion, Bemp Research, BenAn Energy Technology, BGT Materials, Big Pawer, Bihar Batteries, Biwatt Power, Black Diamond Structures, Blackstone Resources, Blue Current, Blue Solutions, Blue Spark Technologies, Bodi, Brill Power, BrightVolt, Broadbit Batteries, BTR New Energy Materials, BTRY, BYD Company Limited, Cabot Corporation, California Lithium Battery, CAMX Power, CAPCHEM, CarbonScape, CBAK Energy Technology, CCL Design, CEC Science & Technology, CATL, CellCube, CellsX, Central Glass, CENS Materials, CERQ, Ceylon Graphene Technologies, Cham Battery Technology, Chasm Advanced Materials, Chemix, Chengdu Baisige Technology, China Sodium-ion Times, Citrine Informatics, Clarios, Clim8, CMBlu Energy AG, Connexx Systems, Conovate, Coreshell, Customcells, Cymbet, Daejoo Electronic Materials, DFD, Domolynx, Dotz Nano, Dreamweaver International, Eatron Technologies, EBS Square, Ecellix, Echion Technologies, Eclipse, EcoPro BM, ElecJet, Electroflow Technologies, Elestor, Elegus Technologies, E-Magy, Emerald Battery Labs, Energy Storage Industries, Enerpoly AB, Enfucell Oy, Energy Plug Technologies, Enevate, EnPower Greentech, Enovix, Ensurge Micropower ASA, E-Zinc, Eos Energy, Enzinc, Eonix Energy, ESS Tech, Estes Energy Solutions, EthonAI, EticaAG, EVE Energy, Exencell New Energy, Factorial Energy, Faradion Limited, Farasis Energy, FDK Corporation, Feon Energy, FinDreams Battery, FlexEnergy LLC, Flint, Flow Aluminum, Flux XII, Forge Nano, Forsee Power, Fraunhofer ENAS, Front Edge Technology, Fuelium, Fuji Pigment, Fujitsu Laboratories, GAC, Ganfeng Lithium, Gelion Technologies, Geyser Batteries, General Motors, GDI, Global Graphene Group, Gnanomat, Gotion High Tech, GQenergy, Grafentek, Grafoid, Graphene Batteries AS, Graphene Manufacturing Group, Great Power Energy, Green Energy Storage, Grinergy, GRST, GridFlow, Grepow, Group14 Technologies, Guoke Tanmei New Materials, GUS Technology, H2 Inc., Hansol Chemical, HE3DA, Heiwit, Hexalayer LLC, High Performance Battery Holding AG, HiNa Battery Technologies, Hirose Paper Mfg, HiT Nano, Hitachi Zosen Corporation, Horizontal Na Energy, HPQ Nano Silicon Powders, Hua Na New Materials, Hybrid Kinetic Group, HydraRedox Iberia, IBU-tec Advanced Materials AG, Idemitsu Kosan, Ilika plc, Indi Energy, INEM Technologies, Inna New Energy, Innolith, InnovationLab, Inobat, Intecells, Intellegens, Invinity Energy Systems, Ionblox, Ionic Materials, Ionic Mineral Technologies, Ion Storage Systems LLC, Iontra, I-Ten SA, Janaenergy Technology, Jenax, Jiana Energy, JIOS Aerogel, JNC Corporation, Johnson Energy Storage, Johnson Matthey, Jolt Energy Storage, JR Energy Solution, Kemiwatt, Kite Rise Technologies, KoreaGraph, Korid Energy/AVESS, Koura, Kusumoto Chemicals, Largo, Le System, Lepu Sodium Power, LeydenJar Technologies, LG Energy Solutions, LiBest, Libode New Material, LiCAP Technologies, Li-Fun Technology, Li-Metal Corp, LiNa Energy, LIND Limited, Lionrock Batteries, LionVolt BV, Li-S Energy, Lithium Werks BV, LIVA Power Management Systems, Lucky Sodium Storage, Luxera Energy, Lyten, Merck, Microvast, Mitsubishi Chemical Corporation, Molyon, Monolith AI, Moonwat, mPhase Technologies, Murata Manufacturing, NanoGraf Corporation, Nacoe Energy, nanoFlocell, Nanom, Nanomakers, Nano One Materials, NanoPow AS, Nanoramic Laboratories, Nanoresearch, Nanotech Energy, Nascent Materials, Natrium Energy, Nawa Technologies, NDB, NEC Corporation, NEI Corporation, Neo Battery Materials, New Dominion Enterprises, Nexeon, NGK Insulators, NIO, Nippon Chemicon, Nippon Electric Glass, Noco-noco, Noon Energy, Nordische Technologies, Novonix, Nuriplan, Nuvola Technology, Nuvvon and many more......
1 EXECUTIVE SUMMARY 50
- 1.1 The Li-ion Battery Market in 2025 50
- 1.2 Global Market Forecasts to 2036 51
- 1.2.1 Addressable markets 51
- 1.2.2 Li-ion battery pack demand for XEV (GWh) 52
- 1.2.2.1 Battery Chemistry Distribution by Vehicle Type 2036 54
- 1.2.2.2 OEM Strategies 2036 54
- 1.2.3 Li-ion battery market value for XEV ($B) 54
- 1.2.3.1 Market Value Dynamics 56
- 1.2.3.2 Price Trajectory Drivers 56
- 1.2.4 Semi-solid-state battery market forecast (GWh) 57
- 1.2.4.1 Technology Roadmap 60
- 1.2.4.2 Competitive Positioning 61
- 1.2.4.3 Technology Evolution 2025-2036 62
- 1.2.5 Semi-solid-state battery market value ($B) 63
- 1.2.5.1 Pricing Dynamics 64
- 1.2.6 Solid-state battery market forecast (GWh) 65
- 1.2.7 Sodium-ion battery market forecast (GWh) 68
- 1.2.7.1 Growth Analysis 70
- 1.2.8 Sodium-ion battery market value ($B) 71
- 1.2.8.1 Pricing Analysis 72
- 1.2.8.2 Profitability Outlook for Sodium-Ion Manufacturers 73
- 1.2.9 Li-ion battery demand versus beyond Li-ion batteries demand 73
- 1.2.9.1 Market Transition Analysis 74
- 1.2.9.2 Long-Term Outlook (Post-2036) 75
- 1.2.9.3 Why Beyond Li-ion Remains Limited Through 2036 75
- 1.2.9.4 Market Share Trajectories by Technology 76
- 1.2.10 BEV car cathode forecast (GWh) 77
- 1.2.11 BEV anode forecast (GWh) 79
- 1.2.12 BEV anode forecast ($B) 81
- 1.2.13 EV cathode forecast (GWh) 82
- 1.2.14 EV Anode forecast (GWh) 83
- 1.2.15 Advanced anode forecast (GWh) 84
- 1.2.16 Advanced anode forecast (S$B) 86
- 1.2.16.1 Market Dynamics 2036 88
- 1.3 The global market for advanced Li-ion batteries 88
- 1.3.1 Electric vehicles 89
- 1.3.1.1 Market overview 89
- 1.3.1.2 Battery Electric Vehicles 89
- 1.3.1.3 Electric buses, vans and trucks 91
- 1.3.1.3.1 Electric medium and heavy duty trucks 91
- 1.3.1.3.2 Electric light commercial vehicles (LCVs) 91
- 1.3.1.3.3 Electric buses 92
- 1.3.1.3.4 Micro EVs 93
- 1.3.1.4 Electric off-road 94
- 1.3.1.4.1 Construction vehicles 94
- 1.3.1.4.2 Electric trains 96
- 1.3.1.4.3 Electric boats 96
- 1.3.1.5 Market demand and forecasts 98
- 1.3.1.6 Market Analysis 98
- 1.3.1.6.1 BEV Passenger Cars - Dominant Segment 98
- 1.3.1.6.2 PHEV Passenger Cars - Transitional Technology: 99
- 1.3.1.6.3 Profitability Analysis 2036 102
- 1.3.1.6.4 Electric Buses 103
- 1.3.1.6.5 Delivery Vans 104
- 1.3.1.6.6 Medium-Duty Trucks 104
- 1.3.1.6.7 Heavy-Duty Trucks 105
- 1.3.1.6.8 Micro-EVs 106
- 1.3.1.6.8.1 Micro-EV Market Overview 107
- 1.3.2 Grid storage 110
- 1.3.2.1 Market overview 110
- 1.3.2.2 Technologies 110
- 1.3.2.3 Market demand and forecasts 111
- 1.3.2.4 Utility-Scale Grid Storage 112
- 1.3.2.4.1 Application Categories 112
- 1.3.2.5 Key Market Drivers 113
- 1.3.2.6 Commercial & Industrial (C&I) Grid Storage 114
- 1.3.2.6.1 Application Categories: 114
- 1.3.2.7 Residential Grid Storage 116
- 1.3.2.7.1 Application Categories 116
- 1.3.2.7.2 Market Outlook 118
- 1.3.3 Consumer electronics 118
- 1.3.3.1 Market overview 118
- 1.3.3.2 Technologies 119
- 1.3.3.3 Market demand and forecasts 119
- 1.3.4 Stationary batteries 120
- 1.3.4.1 Market overview 120
- 1.3.4.2 Technologies 121
- 1.3.4.3 Market demand and forecasts 121
- 1.3.1 Electric vehicles 89
- 1.4 Market drivers 122
- 1.5 Battery market megatrends 123
- 1.6 Advanced materials for batteries 125
- 1.7 Motivation for battery development beyond lithium 129
- 1.8 Battery chemistries 132
2 LI-ION BATTERIES 136
- 2.1 Types of Lithium Batteries 139
- 2.2 Anode materials 141
- 2.2.1 Graphite 143
- 2.2.2 Lithium Titanate 143
- 2.2.3 Lithium Metal 143
- 2.2.4 Silicon anodes 143
- 2.3 SWOT analysis 144
- 2.4 Trends in the Li-ion battery market 145
- 2.5 Li-ion technology roadmap 145
- 2.6 Silicon anodes 147
- 2.6.1 Benefits 148
- 2.6.2 Silicon anode performance 149
- 2.6.3 Development in li-ion batteries 151
- 2.6.3.1 Manufacturing silicon 152
- 2.6.3.2 Commercial production 153
- 2.6.3.3 Costs 155
- 2.6.3.4 Value chain 155
- 2.6.3.5 Markets and applications 156
- 2.6.3.5.1 EVs 157
- 2.6.3.5.2 Consumer electronics 158
- 2.6.3.5.3 Energy Storage 159
- 2.6.3.5.4 Portable Power Tools 159
- 2.6.3.5.5 Emergency Backup Power 160
- 2.6.3.6 Future outlook 160
- 2.6.4 Consumption 161
- 2.6.4.1 By anode material type 161
- 2.6.4.2 By end use market 163
- 2.6.5 Alloy anode materials 167
- 2.6.6 Silicon-carbon composites 167
- 2.6.7 Silicon oxides and coatings 168
- 2.6.8 Carbon nanotubes in Li-ion 168
- 2.6.9 Graphene coatings for Li-ion 169
- 2.6.10 Prices 169
- 2.6.11 Companies 176
- 2.7 Li-ion electrolytes 177
- 2.8 Cathodes 178
- 2.8.1 Materials 178
- 2.8.1.1 High and Ultra-High nickel cathode materials 179
- 2.8.1.1.1 Types 179
- 2.8.1.1.2 Benefits 180
- 2.8.1.1.3 Stability 180
- 2.8.1.1.4 Single Crystal Cathodes 182
- 2.8.1.1.5 Commercial activity 183
- 2.8.1.1.6 Manufacturing 184
- 2.8.1.1.7 High manganese content 184
- 2.8.1.2 Zero-cobalt NMx 184
- 2.8.1.2.1 Overview 185
- 2.8.1.2.2 Ultra-high nickel, zero-cobalt cathodes 185
- 2.8.1.2.3 Extending the operating voltage 185
- 2.8.1.2.4 Operating NMC cathodes at high voltages 186
- 2.8.1.3 Lithium-Manganese-Rich (Li-Mn-Rich, LMR-NMC) 186
- 2.8.1.3.1 Li-Mn-rich cathodes LMR-NMC 187
- 2.8.1.3.2 Stability 187
- 2.8.1.3.3 Energy density 188
- 2.8.1.3.4 Commercialization 189
- 2.8.1.3.5 Hybrid battery chemistry design for manganese-rich 191
- 2.8.1.4 Lithium Cobalt Oxide(LiCoO2) — LCO 192
- 2.8.1.5 Lithium Iron Phosphate(LiFePO4) — LFP 193
- 2.8.1.6 Lithium Manganese Oxide (LiMn2O4) — LMO 194
- 2.8.1.7 Lithium Nickel Manganese Cobalt Oxide (LiNiMnCoO2) — NMC 195
- 2.8.1.8 Lithium Nickel Cobalt Aluminum Oxide (LiNiCoAlO2) — NCA 196
- 2.8.1.9 Lithium manganese phosphate (LiMnP) 197
- 2.8.1.10 Lithium manganese iron phosphate (LiMnFePO4 or LMFP) 197
- 2.8.1.10.1 Key characteristics 197
- 2.8.1.10.2 LMFP energy density 199
- 2.8.1.10.3 Costs 200
- 2.8.1.10.4 Saft phosphate-based cathodes 201
- 2.8.1.10.5 Commercialization 201
- 2.8.1.10.6 Challenges 202
- 2.8.1.10.7 LMFP (lithium manganese iron phosphate) market 203
- 2.8.1.10.8 Companies 203
- 2.8.1.11 Lithium nickel manganese oxide (LNMO) 205
- 2.8.1.11.1 Overview 205
- 2.8.1.11.2 High-voltage spinel cathode LNMO 205
- 2.8.1.11.3 LNMO energy density 206
- 2.8.1.11.4 Cathode chemistry selection 207
- 2.8.1.11.5 LNMO (lithium nickel manganese oxide) high-voltage spinel cathodes cost 208
- 2.8.1.12 Graphite and LTO 209
- 2.8.1.13 Silicon 209
- 2.8.1.14 Lithium metal 210
- 2.8.1.1 High and Ultra-High nickel cathode materials 179
- 2.8.2 Alternative Cathode Production 210
- 2.8.2.1 Production/Synthesis 210
- 2.8.2.2 Commercial development 212
- 2.8.2.3 Recycling cathodes 213
- 2.8.3 Comparison of key lithium-ion cathode materials 215
- 2.8.4 Emerging cathode material synthesis methods 215
- 2.8.5 Cathode coatings 215
- 2.8.1 Materials 178
- 2.9 Binders and conductive additives 216
- 2.9.1 Materials 216
- 2.10 Separators 217
- 2.10.1 Materials 217
- 2.11 High-Performance Lithium-Ion Systems: Approaching 350 Wh/kg 217
- 2.11.1 Energy Density Evolution and Current State 218
- 2.11.2 Pathways to 350+ Wh/kg 219
- 2.11.2.1 Cathode Advances 219
- 2.11.2.2 Anode Advances 220
- 2.11.2.3 Electrolyte and Cell Design Optimization 221
- 2.11.3 Performance Projections and Technology Roadmap 222
- 2.11.3.1 Critical Dependencies and Risk Factors 222
- 2.11.4 Commercial Deployment Timeline 223
- 2.12 PFAS-Free Battery Additives and Regulatory Transitions 225
- 2.12.1 Global Regulatory Trend Analysis 227
- 2.12.2 PFAS Materials in Current Battery Manufacturing 227
- 2.12.3 Non-PFAS Cathode Binders - The Critical Challenge 228
- 2.12.4 Non-PFAS Cathode Binder Technologies 229
- 2.12.4.1 Polyacrylic Acid (PAA) and Lithium Polyacrylate (Li-PAA) 229
- 2.12.4.2 Carboxymethyl Cellulose (CMC) and Modified Cellulose Derivatives 230
- 2.12.4.3 Polyacrylamide (PAM) and Acrylamide Copolymers 231
- 2.12.4.4 Styrene-Butadiene Rubber (SBR) and Synthetic Rubber Derivatives 232
- 2.12.4.5 Hybrid and Composite Binder Systems 232
- 2.12.5 PFAS in Electrolyte Additives - Critical Performance Trade-offs 234
- 2.12.5.1 Major PFAS Electrolyte Additives 234
- 2.12.6 Market Analysis 237
- 2.13 Platinum group metals 240
- 2.14 Li-ion battery market players 241
- 2.15 Li-ion recycling 241
- 2.15.1 Comparison of recycling techniques 243
- 2.15.2 Hydrometallurgy 245
- 2.15.2.1 Method overview 245
- 2.15.2.1.1 Solvent extraction 246
- 2.15.2.2 SWOT analysis 247
- 2.15.2.1 Method overview 245
- 2.15.3 Pyrometallurgy 248
- 2.15.3.1 Method overview 248
- 2.15.3.2 SWOT analysis 249
- 2.15.4 Direct recycling 250
- 2.15.4.1 Method overview 250
- 2.15.4.1.1 Electrolyte separation 251
- 2.15.4.1.2 Separating cathode and anode materials 251
- 2.15.4.1.3 Binder removal 252
- 2.15.4.1.4 Relithiation 252
- 2.15.4.1.5 Cathode recovery and rejuvenation 253
- 2.15.4.1.6 Hydrometallurgical-direct hybrid recycling 253
- 2.15.4.2 SWOT analysis 254
- 2.15.4.1 Method overview 250
- 2.15.5 Other methods 254
- 2.15.5.1 Mechanochemical Pretreatment 254
- 2.15.5.2 Electrochemical Method 255
- 2.15.5.3 Ionic Liquids 255
- 2.15.6 Recycling of Specific Components 256
- 2.15.6.1 Anode (Graphite) 256
- 2.15.6.2 Cathode 256
- 2.15.6.3 Electrolyte 256
- 2.15.7 Recycling of Beyond Li-ion Batteries 257
- 2.15.7.1 Conventional vs Emerging Processes 257
- 2.16 Global revenues 258
3 LITHIUM-METAL BATTERIES 280
- 3.1 Technology description 280
- 3.2 Solid-state batteries and lithium metal anodes 281
- 3.3 Increasing energy density 282
- 3.4 Lithium-metal anodes 283
- 3.4.1 Overview 283
- 3.5 Challenges 284
- 3.6 Energy density 284
- 3.7 Anode-less Cells 285
- 3.7.1 Overview 285
- 3.7.2 Benefits 285
- 3.7.3 Key companies 286
- 3.8 Lithium-metal and solid-state batteries 288
- 3.9 Hybrid batteries 288
- 3.10 Applications 290
- 3.11 SWOT analysis 291
- 3.12 Product developers 292
4 LITHIUM-SULFUR BATTERIES 294
- 4.1 Technology description 294
- 4.2 Operating principle of lithium-sulfur (Li-S) batteries 295
- 4.2.1 Advantages 296
- 4.2.2 Challenges 296
- 4.2.3 Commercialization 300
- 4.3 Costs 302
- 4.4 Material composition 303
- 4.5 Lithium intensity 304
- 4.6 Value chain 305
- 4.7 Markets 306
- 4.8 SWOT analysis 307
- 4.9 Global revenues 308
- 4.10 Product developers 312
5 LITHIUM TITANATE OXIDE (LTO) AND NIOBATE BATTERIES 313
- 5.1 Technology description 313
- 5.1.1 Lithium titanate oxide (LTO) 313
- 5.1.2 Niobium titanium oxide (NTO) 313
- 5.1.2.1 Niobium tungsten oxide 314
- 5.1.2.2 Vanadium oxide anodes 315
- 5.2 Global revenues 315
- 5.3 Product developers 320
6 SODIUM-ION (NA-ION) BATTERIES 322
- 6.1 Technology description 322
- 6.1.1 Cathode materials 322
- 6.1.1.1 Layered transition metal oxides 322
- 6.1.1.1.1 Types 322
- 6.1.1.1.2 Cycling performance 323
- 6.1.1.1.3 Advantages and disadvantages 324
- 6.1.1.1.4 Market prospects for LO SIB 324
- 6.1.1.2 Polyanionic materials 324
- 6.1.1.2.1 Advantages and disadvantages 325
- 6.1.1.2.2 Types 325
- 6.1.1.2.3 Market prospects for Poly SIB 326
- 6.1.1.3 Prussian blue analogues (PBA) 326
- 6.1.1.3.1 Types 327
- 6.1.1.3.2 Advantages and disadvantages 328
- 6.1.1.3.3 Market prospects for PBA-SIB 328
- 6.1.1.1 Layered transition metal oxides 322
- 6.1.2 Anode materials 329
- 6.1.2.1 Hard carbons 329
- 6.1.2.2 Carbon black 331
- 6.1.2.3 Graphite 331
- 6.1.2.4 Carbon nanotubes 335
- 6.1.2.5 Graphene 336
- 6.1.2.6 Alloying materials 337
- 6.1.2.7 Sodium Titanates 338
- 6.1.2.8 Sodium Metal 338
- 6.1.3 Electrolytes 338
- 6.1.1 Cathode materials 322
- 6.2 Comparative analysis with other battery types 339
- 6.3 Cost comparison with Li-ion 340
- 6.4 Materials in sodium-ion battery cells 340
- 6.5 SWOT analysis 342
- 6.6 Global revenues 343
- 6.7 Product developers 351
- 6.7.1 Battery Manufacturers 351
- 6.7.2 Large Corporations 351
- 6.7.3 Automotive Companies 352
- 6.7.4 Chemicals and Materials Firms 352
7 SODIUM-SULFUR BATTERIES 352
- 7.1 Technology description 352
- 7.2 Applications 354
- 7.3 SWOT analysis 354
8 ALUMINIUM-ION BATTERIES 356
- 8.1 Technology description 356
- 8.2 SWOT analysis 357
- 8.3 Commercialization 358
- 8.4 Global revenues 359
- 8.5 Product developers 365
9 SOLID STATE BATTERIES 367
- 9.1 Technology description 368
- 9.1.1 Solid-state electrolytes 370
- 9.2 Features and advantages 371
- 9.3 Technical specifications 372
- 9.4 Types 374
- 9.5 Technology Readiness and Manufacturing Status 377
- 9.5.1 Manufacturing Process Comparison 379
- 9.5.2 Critical Manufacturing Challenges and Solutions 380
- 9.6 Automotive OEM Strategies and Deployment Timelines 382
- 9.7 Microbatteries 386
- 9.7.1 Introduction 386
- 9.7.2 Materials 387
- 9.7.3 Applications 387
- 9.7.4 3D designs 387
- 9.7.4.1 3D printed batteries 388
- 9.8 Bulk type solid-state batteries 388
- 9.9 SWOT analysis 388
- 9.10 Limitations 390
- 9.11 Global revenues 391
- 9.12 Product developers 396
10 STRUCTURAL BATTERY COMPOSITES 398
- 10.1 Introduction 398
- 10.2 Materials and Architecture 398
- 10.3 Applications 400
- 10.3.1 Electric Vehicle Applications 400
- 10.3.2 Aerospace and Aviation 401
- 10.3.3 Consumer Electronics and Portable Devices 402
- 10.3.4 Construction and Infrastructure 402
- 10.4 Technical Challenges 403
- 10.4.1 Energy Density Limitations 403
- 10.4.2 Long-term Mechanical and Electrochemical Stability 403
- 10.5 Supply chain 404
- 10.6 Market Forecasts 404
- 10.7 Safety Considerations 405
- 10.7.1 Safety Challenges 405
- 10.8 Environmental profile of structural battery composites 406
11 FLEXIBLE BATTERIES 408
- 11.1 Technology description 408
- 11.2 Technical specifications 410
- 11.2.1 Approaches to flexibility 410
- 11.3 Flexible electronics 414
- 11.4 Flexible materials 415
- 11.5 Flexible and wearable Metal-sulfur batteries 416
- 11.6 Flexible and wearable Metal-air batteries 417
- 11.7 Flexible Lithium-ion Batteries 417
- 11.7.1 Types of Flexible/stretchable LIBs 421
- 11.7.1.1 Flexible planar LiBs 421
- 11.7.1.2 Flexible Fiber LiBs 421
- 11.7.1.3 Flexible micro-LiBs 422
- 11.7.1.4 Stretchable lithium-ion batteries 423
- 11.7.1.5 Origami and kirigami lithium-ion batteries 425
- 11.7.1 Types of Flexible/stretchable LIBs 421
- 11.8 Flexible Li/S batteries 425
- 11.8.1 Components 426
- 11.8.2 Carbon nanomaterials 426
- 11.9 Flexible lithium-manganese dioxide (Li–MnO2) batteries 427
- 11.10 Flexible zinc-based batteries 427
- 11.10.1 Components 428
- 11.10.1.1 Anodes 428
- 11.10.1.2 Cathodes 428
- 11.10.2 Challenges 428
- 11.10.3 Flexible zinc-manganese dioxide (Zn–Mn) batteries 429
- 11.10.4 Flexible silver–zinc (Ag–Zn) batteries 430
- 11.10.5 Flexible Zn–Air batteries 431
- 11.10.6 Flexible zinc-vanadium batteries 432
- 11.10.1 Components 428
- 11.11 Fiber-shaped batteries 432
- 11.11.1 Carbon nanotubes 432
- 11.11.2 Types 433
- 11.11.3 Applications 434
- 11.11.4 Challenges 434
- 11.12 Energy harvesting combined with wearable energy storage devices 435
- 11.13 SWOT analysis 437
- 11.14 Global revenues 438
- 11.15 Product developers 440
12 TRANSPARENT BATTERIES 443
- 12.1 Technology description 443
- 12.2 Components 444
- 12.3 SWOT analysis 445
- 12.4 Market outlook 446
13 DEGRADABLE BATTERIES 447
- 13.1 Technology description 447
- 13.2 Components 448
- 13.3 SWOT analysis 449
- 13.4 Market outlook 450
- 13.5 Product developers 450
14 PRINTED BATTERIES 451
- 14.1 Technical specifications 451
- 14.2 Components 452
- 14.3 Design 453
- 14.4 Key features 454
- 14.5 Printable current collectors 454
- 14.6 Printable electrodes 455
- 14.7 Materials 455
- 14.8 Applications 456
- 14.9 Printing techniques 456
- 14.10 Lithium-ion (LIB) printed batteries 458
- 14.11 Zinc-based printed batteries 459
- 14.12 3D Printed batteries 462
- 14.12.1 3D Printing techniques for battery manufacturing 463
- 14.12.2 Materials for 3D printed batteries 464
- 14.12.2.1 Electrode materials 464
- 14.12.2.2 Electrolyte Materials 465
- 14.13 SWOT analysis 465
- 14.14 Global revenues 466
- 14.15 Product developers 467
15 REDOX FLOW BATTERIES 469
- 15.1 Technology description 471
- 15.2 Market Overview 473
- 15.3 Technology Benchmarking - Chemistry Comparison 474
- 15.4 Chemistry Selection Matrix by Application 477
- 15.5 Component Technologies and Cost Reduction Pathways 478
- 15.6 Component Innovation 480
- 15.7 Types 481
- 15.7.1 Vanadium redox flow batteries (VRFB) 483
- 15.7.1.1 Technology description 483
- 15.7.1.2 SWOT analysis 484
- 15.7.1.3 Market players 486
- 15.7.2 Zinc-bromine flow batteries (ZnBr) 487
- 15.7.2.1 Technology description 487
- 15.7.2.2 SWOT analysis 488
- 15.7.2.3 Market players 489
- 15.7.3 Polysulfide bromine flow batteries (PSB) 490
- 15.7.3.1 Technology description 490
- 15.7.3.2 SWOT analysis 491
- 15.7.4 Iron-chromium flow batteries (ICB) 492
- 15.7.4.1 Technology description 492
- 15.7.4.2 SWOT analysis 493
- 15.7.4.3 Market players 494
- 15.7.5 All-Iron flow batteries 495
- 15.7.5.1 Technology description 495
- 15.7.5.2 SWOT analysis 496
- 15.7.5.3 Market players 497
- 15.7.6 Zinc-iron (Zn-Fe) flow batteries 498
- 15.7.6.1 Technology description 498
- 15.7.6.2 SWOT analysis 499
- 15.7.6.3 Market players 500
- 15.7.7 Hydrogen-bromine (H-Br) flow batteries 500
- 15.7.7.1 Technology description 500
- 15.7.7.2 SWOT analysis 502
- 15.7.7.3 Market players 503
- 15.7.8 Hydrogen-Manganese (H-Mn) flow batteries 503
- 15.7.8.1 Technology description 503
- 15.7.8.2 SWOT analysis 504
- 15.7.8.3 Market players 506
- 15.7.9 Organic flow batteries 506
- 15.7.9.1 Technology description 506
- 15.7.9.2 SWOT analysis 508
- 15.7.9.3 Market players 509
- 15.7.10 Emerging Flow-Batteries 510
- 15.7.10.1 Semi-Solid Redox Flow Batteries 510
- 15.7.10.2 Solar Redox Flow Batteries 510
- 15.7.10.3 Air-Breathing Sulfur Flow Batteries 510
- 15.7.10.4 Metal–CO2 Batteries 511
- 15.7.11 Hybrid Flow Batteries 511
- 15.7.11.1 Zinc-Cerium Hybrid Flow Batteries 511
- 15.7.11.1.1 Technology description 511
- 15.7.11.2 Zinc-Polyiodide Flow Batteries 512
- 15.7.11.2.1 Technology description 512
- 15.7.11.3 Zinc-Nickel Hybrid Flow Batteries 514
- 15.7.11.3.1 Technology description 514
- 15.7.11.4 Zinc-Bromine Hybrid Flow Batteries 515
- 15.7.11.4.1 Technology description 515
- 15.7.11.5 Vanadium-Polyhalide Flow Batteries 516
- 15.7.11.5.1 Technology description 516
- 15.7.11.1 Zinc-Cerium Hybrid Flow Batteries 511
- 15.7.1 Vanadium redox flow batteries (VRFB) 483
- 15.8 Markets for redox flow batteries 520
- 15.9 Global revenues 523
- 15.9.1 Regional Market Analysis and Capacity Distribution 526
16 ZN-BASED BATTERIES 532
- 16.1 Technology description 532
- 16.1.1 Zinc-Air batteries 532
- 16.1.2 Zinc-ion batteries 533
- 16.1.3 Zinc-bromide 534
- 16.2 Market outlook 534
- 16.3 Product developers 535
17 AI BATTERY TECHNOLOGY 536
- 17.1 Overview 536
- 17.2 Applications 536
- 17.2.1 Machine Learning 537
- 17.2.1.1 Overview 537
- 17.2.2 Material Informatics 538
- 17.2.2.1 Overview 538
- 17.2.2.2 Companies 540
- 17.2.3 Cell Testing 542
- 17.2.3.1 Overview 542
- 17.2.3.2 Companies 543
- 17.2.4 Cell Assembly and Manufacturing 545
- 17.2.4.1 Overview 545
- 17.2.4.2 Companies 547
- 17.2.5 Battery Analytics 548
- 17.2.5.1 Overview 548
- 17.2.5.2 Companies 550
- 17.2.6 Second Life Assessment 551
- 17.2.6.1 Overview 551
- 17.2.6.2 Companies 552
- 17.2.1 Machine Learning 537
18 PRINTED SUPERCAPACITORS 553
- 18.1 Overview 553
- 18.2 Printing methods 553
- 18.3 Electrode materials 554
- 18.4 Electrolytes 555
19 CELL AND BATTERY DESIGN 560
- 19.1 Cell Design 560
- 19.1.1 Overview 560
- 19.1.1.1 Larger cell formats 560
- 19.1.1.2 Bipolar battery architecture 560
- 19.1.1.3 Thick Format Electrodes 561
- 19.1.1.4 Dual Electrolyte Li-ion 561
- 19.1.2 Commercial examples 562
- 19.1.2.1 Tesla 4680 Tabless Cell 562
- 19.1.2.2 EnPower multi-layer electrode technology 562
- 19.1.2.3 Prieto Battery 563
- 19.1.2.4 Addionics 564
- 19.1.3 Electrolyte Additives 564
- 19.1.4 Enhancing battery performance 566
- 19.1.1 Overview 560
- 19.2 Cell Performance 566
- 19.2.1 Energy density 566
- 19.2.1.1 BEV cell energy 567
- 19.2.1.2 Cell energy density 567
- 19.2.1 Energy density 566
- 19.3 Battery Packs 569
- 19.3.1 Cell-to-pack 570
- 19.3.2 Cell-to-chassis/body 572
- 19.3.3 Bipolar batteries 574
- 19.3.4 Hybrid battery packs 575
- 19.3.4.1 CATL 576
- 19.3.4.2 Our Next Energy 576
- 19.3.4.3 Nio 577
- 19.3.5 Battery Management System (BMS) 577
- 19.3.5.1 Overview 577
- 19.3.5.2 Advantages 578
- 19.3.5.3 Innovation 579
- 19.3.5.4 Fast charging capabilities 580
- 19.3.5.5 Wireless Battery Management System technology 581
20 COMPANY PROFILES 582 (406 company profiles)
21 RESEARCH METHODOLOGY 884
- 21.1 Report scope 884
- 21.2 Research methodology 885
22 REFERENCES 885
List of Tables
- Table 1. Trends in the Li-ion market in 2025. 51
- Table 2. Total Addressable Market for Li-ion Batteries. 51
- Table 3. Li-ion battery pack demand for XEV (GWh) 2019-2036. 52
- Table 4. Regional XEV Battery Demand 2036 53
- Table 5. Li-ion battery market value for XEV (in $B) 2019-2036. 54
- Table 6. Market Value by Chemistry 2036. 56
- Table 7. Regional Market Value Distribution 2036. 57
- Table 8. Semi-solid-state battery market forecast (GWh) 2019-2036. 57
- Table 9. Semi-solid-state battery Application Analysis 2036. 59
- Table 10. Semi-solid-state battery Cost Evolution. 60
- Table 11. Semi-solid-state battery market forecast, GWh, by electrolyte types 2019-2036. 61
- Table 12. Semi-solid-state battery market value ($B) 2019-2036. 63
- Table 13. Application Value Breakdown 2036. 64
- Table 14. Solid-state battery market forecast (GWh) 2019-2036. 65
- Table 15. Solid-state battery market forecast, GWh, by electrolyte types 2019-2036. 66
- Table 16. Sodium-ion battery market forecast (GWh) 2019-2036. 69
- Table 17. Sodium-ion Technology Distribution 2036. 71
- Table 18. Sodium-ion battery market value ($B) 2019-2036. 71
- Table 19. Sodium-ion Regional Market Value 2036. 72
- Table 20. Li-ion battery demand versus beyond Li-ion batteries demand 2019-2036. 73
- Table 21. Technology Composition of Beyond Li-ion 2036. 74
- Table 22. Market Value Comparison: Li-ion vs Beyond Li-ion 2036 77
- Table 23. BEV car cathode forecast (GWh) 2019-2036. 78
- Table 24. BEV anode forecast (GWh) 2019-2036. 79
- Table 25. BEV anode forecast ($B) 2019-2036. 81
- Table 26. EV cathode forecast (GWh) 2019-2036. 82
- Table 27. EV Anode forecast (GWh) 2019-2036. 83
- Table 28. Advanced anode forecast (GWh) 2019-2036. 85
- Table 29. Advanced anode forecast (S$B) 2019-2036. 86
- Table 30. Annual sales of Battery Electric Vehicles (BEV) and Plug-In Hybrid Electric Vehicles (PHEV) 2018-2036. 88
- Table 31. Battery chemistries used in electric buses. 92
- Table 32. Micro EV types 93
- Table 33. Battery Sizes for Different Vehicle Types. 95
- Table 34. Competing technologies for batteries in electric boats. 97
- Table 35. Electric car Li-ion demand forecast (GWh), 2018-2036. 98
- Table 36. Regional Breakdown 2036. 99
- Table 37. Battery Chemistry Distribution 2036. 100
- Table 38. EV Li-ion battery market (US$B), 2018-2036. 100
- Table 39. Electric bus, truck and van battery forecast (GWh), 2018-2036. 102
- Table 40. Regional Distribution 2036. 105
- Table 41. Battery Chemistry Distribution 2036. 106
- Table 42. Micro EV Li-ion demand forecast (GWh). 106
- Table 43. Regional Micro-EVs Battery Value 2036. 109
- Table 44. Competing technologies for batteries in grid storage. 110
- Table 45. Lithium-ion battery grid storage demand forecast (GWh), 2018-2036. 111
- Table 46. Utility-Scale Grid Storage Project Size Distribution 2036: 113
- Table 47. Utility-Scale Grid Storage Geographic Distribution 2036. 113
- Table 48. Battery Chemistry Mix Utility-Scale 2036. 113
- Table 49. Commercial & Industrial (C&I) Grid Storage Customer Segments 2036. 115
- Table 50. Commercial & Industrial (C&I) Grid Storage Geographic Distribution 2036. 115
- Table 51. Battery Chemistry Mix C&I 2036. 115
- Table 52. Residential Grid Storage Geographic Distribution 2036. 117
- Table 53. Battery Chemistry Mix Residential 2036. 117
- Table 54. Competing technologies for batteries in consumer electronics 119
- Table 55. Competing technologies for sodium-ion batteries in grid storage. 121
- Table 56. Market drivers for use of advanced materials and technologies in batteries. 122
- Table 57. Battery market megatrends. 123
- Table 58. Advanced materials for batteries. 125
- Table 59. Motivation for Battery Development Beyond Lithium 129
- Table 60. Battery Chemistries 132
- Table 61. Commercial Li-ion battery cell composition. 136
- Table 62. Lithium-ion (Li-ion) battery supply chain. 139
- Table 63. Types of lithium battery. 140
- Table 64. Comparison of Li-ion battery anode materials. 141
- Table 65. Trends in the Li-ion battery market. 145
- Table 66. Si-anode performance summary. 149
- Table 67. Manufacturing methods for nano-silicon anodes. 152
- Table 68. Market Players' Production Capacites. 153
- Table 69. Strategic Partnerships and Agreements. 154
- Table 70. Markets and applications for silicon anodes. 157
- Table 71. Anode material consumption by type (tonnes). 161
- Table 72. Anode material consumption by end use market (tonnes). 163
- Table 73. Anode materials prices, current and forecasted (USD/kg). 169
- Table 74. Silicon-anode companies. 176
- Table 75. Li-ion battery cathode materials. 178
- Table 76. Key technology trends shaping lithium-ion battery cathode development. 179
- Table 77. Benefits of High and Ultra-High Nickel NMC. 180
- Table 78. Routes to High Nickel Cathode Stabilisation 182
- Table 79. High-nickel Products Table. 183
- Table 80. Li-Mn-rich / lithium-manganese-rich / LMR-NMC costs. 189
- Table 81. Commercial lithium-manganese-rich cathode development. 189
- Table 82. Lithium-manganese-rich cathode developers 192
- Table 83. Properties of Lithium Cobalt Oxide) as a cathode material for lithium-ion batteries. 193
- Table 84. Properties of lithium iron phosphate (LiFePO4 or LFP) as a cathode material for lithium-ion batteries. 194
- Table 85. Properties of Lithium Manganese Oxide cathode material. 195
- Table 86. Properties of Lithium Nickel Manganese Cobalt Oxide (NMC). 195
- Table 87. Properties of Lithium Nickel Cobalt Aluminum Oxide 196
- Table 88. LMFP Cell Performance. 198
- Table 89. LMFP Energy Density Analysis 199
- Table 90. LMFP Cost Analysis 200
- Table 91. LMFP Cathode Developers. 203
- Table 92. LNMO Performance. 206
- Table 93. LNMO Energy Density Comparison 206
- Table 94. Alternative Cathode Production Routes. 211
- Table 95. Alternative cathode synthesis routes. 211
- Table 96. Alternative Cathode Production Companies. 212
- Table 97. Recycled cathode materials facilities and capactites. 214
- Table 98. Comparison table of key lithium-ion cathode materials 215
- Table 99. Li-ion battery Binder and conductive additive materials. 216
- Table 100. Li-ion battery Separator materials. 217
- Table 101. Lithium-Ion Cell Energy Density Evolution 2000-2036 218
- Table 102. Anode Technology Comparison for High-Energy Cells 221
- Table 103. Energy Density Technology Roadmap 2025-2036 222
- Table 104. Market Penetration Forecast - High Energy Density Cells (>350 Wh/kg) 224
- Table 105. PFAS Regulations Impacting Battery Manufacturing 2025-2036 225
- Table 106. PFAS Compounds in Lithium-Ion Battery Production 227
- Table 107. Non-PFAS Cathode Binder Performance Comparison 233
- Table 108. PFAS Electrolyte Additives and Functions 234
- Table 109. Economic Impact of PFAS Elimination by Cell Component ($/kWh) 237
- Table 110. Revenue Impact 240
- Table 111. Li-ion battery market players. 241
- Table 112. Typical lithium-ion battery recycling process flow. 242
- Table 113. Main feedstock streams that can be recycled for lithium-ion batteries. 243
- Table 114. Comparison of LIB recycling methods. 243
- Table 115. Comparison of conventional and emerging processes for recycling beyond lithium-ion batteries. 257
- Table 116. Global revenues for Li-ion batteries, 2018-2036, by market (Billions USD). 258
- Table 117. Anode-less lithium-metal cell benefits. 285
- Table 118. Anode-less lithium-metal cell developers. 287
- Table 119. Hybrid Battery Technologies 289
- Table 120. Applications for Li-metal batteries. 290
- Table 121. Li-metal battery developers 292
- Table 122. Li-S performance characteristics. 294
- Table 123. Comparison of the theoretical energy densities of lithium-sulfur batteries versus other common battery types. 296
- Table 124. Challenges with lithium-sulfur. 297
- Table 125. Li-S advantages and use cases 301
- Table 126. Global revenues for Lithium-sulfur, 2018-2036, by market (Billions USD). 308
- Table 127. Lithium-sulphur battery product developers. 312
- Table 128. Global revenues for Lithium titanate and niobate batteries, 2018-2036, by market (Billions USD). 315
- Table 129. Product developers in Lithium titanate and niobate batteries. 320
- Table 130. Comparison of cathode materials. 322
- Table 131. Layered transition metal oxide cathode materials for sodium-ion batteries. 323
- Table 132. General cycling performance characteristics of common layered transition metal oxide cathode materials. 323
- Table 133. Polyanionic materials for sodium-ion battery cathodes. 324
- Table 134. Comparative analysis of different polyanionic materials. 325
- Table 135. Common types of Prussian Blue Analogue materials used as cathodes or anodes in sodium-ion batteries. 327
- Table 136. Comparison of Na-ion battery anode materials. 329
- Table 137. Hard Carbon producers for sodium-ion battery anodes. 330
- Table 138. Comparison of carbon materials in sodium-ion battery anodes. 330
- Table 139. Comparison between Natural and Synthetic Graphite. 332
- Table 140. Properties of graphene, properties of competing materials, applications thereof. 336
- Table 141. Comparison of carbon based anodes. 337
- Table 142. Alloying materials used in sodium-ion batteries. 337
- Table 143. Na-ion electrolyte formulations. 338
- Table 144. Pros and cons compared to other battery types. 339
- Table 145. Cost comparison with Li-ion batteries. 340
- Table 146. Key materials in sodium-ion battery cells. 340
- Table 147. Global revenues for sodium-ion batteries, 2018-2036, by market (Billions USD). 343
- Table 148. Global revenues for aluminium-ion batteries, 2018-2036, by market (Billions USD). 359
- Table 149. Product developers in aluminium-ion batteries. 366
- Table 150. Types of solid-state electrolytes. 370
- Table 151. Market segmentation and status for solid-state batteries. 370
- Table 152. Solid Electrolyte Material Comparison. 371
- Table 153. Typical process chains for manufacturing key components and assembly of solid-state batteries. 372
- Table 154. Comparison between liquid and solid-state batteries. 376
- Table 155. Solid-State Battery Technology Readiness Level (TRL) by Company 2025 377
- Table 156. Automotive OEM Solid-State Battery Programs 2025-2036 382
- Table 157. Limitations of solid-state thin film batteries. 390
- Table 158. Solid-State Battery Market Forecast by Electrolyte Type 2025-2036 391
- Table 159. Solid-state thin-film battery market players. 396
- Table 160. Key Material Properties for Structural Battery Composites 399
- Table 161. Electric Vehicle Impact Analysis - Structural Battery Composites 400
- Table 162. Structural Battery Composites Market Forecast 2025-2036 404
- Table 163. Life Cycle Environmental Impact Comparison (per kg of material) 407
- Table 164. Flexible battery applications and technical requirements. 409
- Table 165. Comparison of Flexible and Traditional Lithium-Ion Batteries 411
- Table 166. Material Choices for Flexible Battery Components. 411
- Table 167. Flexible Li-ion battery prototypes. 418
- Table 168. Thin film vs bulk solid-state batteries. 420
- Table 169. Summary of fiber-shaped lithium-ion batteries. 422
- Table 170. Types of fiber-shaped batteries. 433
- Table 171. Global revenues for flexible batteries, 2018-2036, by market (Billions USD). 438
- Table 172. Product developers in flexible batteries. 440
- Table 173. Components of transparent batteries. 444
- Table 174. Components of degradable batteries. 448
- Table 175. Product developers in degradable batteries. 450
- Table 176. Main components and properties of different printed battery types. 452
- Table 177. Applications of printed batteries and their physical and electrochemical requirements. 456
- Table 178. 2D and 3D printing techniques. 457
- Table 179. Printing techniques applied to printed batteries. 458
- Table 180. Main components and corresponding electrochemical values of lithium-ion printed batteries. 458
- Table 181. Printing technique, main components and corresponding electrochemical values of printed batteries based on Zn–MnO2 and other battery types. 460
- Table 182. Main 3D Printing techniques for battery manufacturing. 463
- Table 183. Electrode Materials for 3D Printed Batteries. 464
- Table 184. Global revenues for printed batteries, 2018-2036, by market (Billions USD). 466
- Table 185. Product developers in printed batteries. 467
- Table 186. Advantages and disadvantages of redox flow batteries. 472
- Table 187. Global Redox Flow Battery Market Forecast 2025-2036 473
- Table 188. Comprehensive RFB Chemistry Benchmarking 474
- Table 189. RFB Component Cost Evolution 2025-2036 478
- Table 190. Comparison of different battery types. 481
- Table 191. Summary of main flow battery types. 482
- Table 192. Vanadium redox flow batteries (VRFB)-key features, advantages, limitations, performance, components and applications. 484
- Table 193. Market players in Vanadium redox flow batteries (VRFB). 486
- Table 194. Zinc-bromine (ZnBr) flow batteries-key features, advantages, limitations, performance, components and applications. 488
- Table 195. Market players in Zinc-Bromine Flow Batteries (ZnBr). 490
- Table 196. Polysulfide bromine flow batteries (PSB)-key features, advantages, limitations, performance, components and applications. 491
- Table 197. Iron-chromium (ICB) flow batteries-key features, advantages, limitations, performance, components and applications. 493
- Table 198. Market players in Iron-chromium (ICB) flow batteries. 494
- Table 199. All-Iron flow batteries-key features, advantages, limitations, performance, components and applications. 496
- Table 200. Market players in All-iron Flow Batteries. 497
- Table 201. Zinc-iron (Zn-Fe) flow batteries-key features, advantages, limitations, performance, components and applications. 498
- Table 202. Market players in Zinc-iron (Zn-Fe) Flow Batteries. 500
- Table 203. Hydrogen-bromine (H-Br) flow batteries-key features, advantages, limitations, performance, components and applications. 501
- Table 204. Market players in Hydrogen-bromine (H-Br) flow batteries. 503
- Table 205. Hydrogen-Manganese (H-Mn) flow batteries-key features, advantages, limitations, performance, components and applications. 504
- Table 206. Market players in Hydrogen-Manganese (H-Mn) Flow Batteries. 506
- Table 207. Materials in Organic Redox Flow Batteries (ORFB). 506
- Table 208. Key Active species for ORFBs 507
- Table 209. Organic flow batteries-key features, advantages, limitations, performance, components and applications. 507
- Table 210. Market players in Organic Redox Flow Batteries (ORFB). 509
- Table 211. Zinc-Cerium Hybrid flow batteries-key features, advantages, limitations, performance, components and applications. 512
- Table 212. Zinc-Polyiodide Hybrid Flow batteries-key features, advantages, limitations, performance, components and applications. 513
- Table 213. Zinc-Nickel Hybrid Flow batteries-key features, advantages, limitations, performance, components and applications. 514
- Table 214. Zinc-Bromine Hybrid Flow batteries-key features, advantages, limitations, performance, components and applications. 515
- Table 215. Vanadium-Polyhalide Hybrid Flow batteries-key features, advantages, limitations, performance, components and applications. 516
- Table 216. Redox flow battery value chain. 521
- Table 217. Global revenues for redox flow batteries, 2018-2036, by type (millions USD). 523
- Table 218. RFB Regional Market Forecast 2025-2036 526
- Table 219. ZN-based battery product developers. 535
- Table 220. Application of Artificial Intelligence (AI) in battery technology. 536
- Table 221. Machine learning approaches. 537
- Table 222. Types of Neural Networks. 538
- Table 223. Companies in materials informatics for batteries. 541
- Table 224. Data Forms for Cell Modelling. 542
- Table 225. Algorithmic Approaches for Different Testing Modes. 543
- Table 226. Companies in AI for cell testing for batteries. 544
- Table 227.Algorithmic Approaches in Manufacturing and Cell Assembly: 545
- Table 228. AI-based battery manufacturing players. 548
- Table 229. Companies in AI for battery diagnostics and management. 551
- Table 230. Algorithmic Approaches and Data Inputs/Outputs. 552
- Table 231. Companies in AI for second-life battery assessment 552
- Table 232. Methods for printing supercapacitors. 553
- Table 233. Electrode Materials for printed supercapacitors. 554
- Table 234. Electrolytes for printed supercapacitors. 556
- Table 235. Main properties and components of printed supercapacitors. 556
- Table 236. Electrolyte Additives. 565
- Table 237. Cell performance specification. 567
- Table 238. Commercial cell chemistries 568
- Table 239. Drivers and Challenges for Cell-to-pack. 571
- Table 240. Cell-to-pack and cell-to-body designs. 573
- Table 241. 3DOM separator. 586
- Table 242. CATL sodium-ion battery characteristics. 638
- Table 243. CHAM sodium-ion battery characteristics. 643
- Table 244. Chasm SWCNT products. 644
- Table 245. Faradion sodium-ion battery characteristics. 681
- Table 246. HiNa Battery sodium-ion battery characteristics. 715
- Table 247. Battery performance test specifications of J. Flex batteries. 737
- Table 248. LiNa Energy battery characteristics. 755
- Table 249. Natrium Energy battery characteristics. 777
List of Figures
- Figure 1. Li-ion battery pack demand for XEV (in GWh) 2019-2036. 53
- Figure 2. Li-ion battery market value for XEV (in $B) 2019-2036. 55
- Figure 3. Semi-solid-state battery market forecast, GWh, by electrolyte types 2019-2036. 62
- Figure 4. Semi-solid-state battery market value ($B) 2019-2036. 64
- Figure 5. Solid-state battery market forecast (GWh) 2019-2036. 66
- Figure 6. Solid-state battery market forecast, GWh, by electrolyte types 2019-2036. 68
- Figure 7. Sodium-ion battery market forecast (GWh) 2019-2036. 70
- Figure 8. Sodium-ion battery market value ($B) 2019-2036. 72
- Figure 9. BEV car cathode forecast (GWh) 2019-2036. 79
- Figure 10. BEV anode forecast (GWh) 2019-2036. 80
- Figure 11. BEV anode forecast ($B) 2019-2036. 82
- Figure 12. EV cathode forecast (GWh) 2019-2036. 83
- Figure 13. EV Anode forecast (GWh) 2019-2036. 84
- Figure 14. Advanced anode forecast (GWh) 2019-2036. 86
- Figure 15. Advanced anode forecast (S$B) 2019-2036. 87
- Figure 16. Salt-E Dog mobile battery. 120
- Figure 17. I.Power Nest - Residential Energy Storage System Solution. 121
- Figure 18. Lithium Cell Design. 137
- Figure 19. Functioning of a lithium-ion battery. 137
- Figure 20. Li-ion battery cell pack. 138
- Figure 21. Li-ion electric vehicle (EV) battery. 141
- Figure 22. SWOT analysis: Li-ion batteries. 145
- Figure 23. Li-ion technology roadmap. 146
- Figure 24. Silicon anode value chain. 148
- Figure 25. Market development timeline. 154
- Figure 26. Silicon Anode Commercialization Timeline. 155
- Figure 27. Silicon anode value chain. 156
- Figure 28. Anode material consumption by type (tonnes). 163
- Figure 29. Anode material consumption by end user market (tonnes). 167
- Figure 30. Ultra-high Nickel Cathode Commercialization Timeline. 184
- Figure 31. Lithium-manganese-rich cathode SWOT analysis. 188
- Figure 32. Li-cobalt structure. 193
- Figure 33. Li-manganese structure. 195
- Figure 34. LNMO cathode SWOT. 209
- Figure 35. Typical direct, pyrometallurgical, and hydrometallurgical recycling methods for recovery of Li-ion battery active materials. 242
- Figure 36. Flow chart of recycling processes of lithium-ion batteries (LIBs). 245
- Figure 37. Hydrometallurgical recycling flow sheet. 246
- Figure 38. SWOT analysis for Hydrometallurgy Li-ion Battery Recycling. 247
- Figure 39. Umicore recycling flow diagram. 248
- Figure 40. SWOT analysis for Pyrometallurgy Li-ion Battery Recycling. 249
- Figure 41. Schematic of direct recycling process. 251
- Figure 42. SWOT analysis for Direct Li-ion Battery Recycling. 254
- Figure 43. Global revenues for Li-ion batteries, 2018-2036, by market (Billions USD). 259
- Figure 44. Schematic diagram of a Li-metal battery. 281
- Figure 45. SWOT analysis: Lithium-metal batteries. 292
- Figure 46. Schematic diagram of Lithium–sulfur battery. 294
- Figure 47. Lithium-sulfur market value chain. 306
- Figure 48. SWOT analysis: Lithium-sulfur batteries. 308
- Figure 49. Global revenues for Lithium-sulfur, 2018-2036, by market (Billions USD). 309
- Figure 50. Global revenues for Lithium titanate and niobate batteries, 2018-2036, by market (Billions USD). 316
- Figure 51. Schematic of Prussian blue analogues (PBA). 327
- Figure 52. Comparison of SEM micrographs of sphere-shaped natural graphite (NG; after several processing steps) and synthetic graphite (SG). 332
- Figure 53. Overview of graphite production, processing and applications. 334
- Figure 54. Schematic diagram of a multi-walled carbon nanotube (MWCNT). 335
- Figure 55. Schematic diagram of a Na-ion battery. 342
- Figure 56. SWOT analysis: Sodium-ion batteries. 343
- Figure 57. Global revenues for sodium-ion batteries, 2018-2036, by market (Billions USD). 344
- Figure 58. Schematic of a Na–S battery. 353
- Figure 59. SWOT analysis: Sodium-sulfur batteries. 355
- Figure 60. Saturnose battery chemistry. 357
- Figure 61. SWOT analysis: Aluminium-ion batteries. 358
- Figure 62. Global revenues for aluminium-ion batteries, 2018-2036, by market (Billions USD). 360
- Figure 63. Schematic illustration of all-solid-state lithium battery. 369
- Figure 64. ULTRALIFE thin film battery. 370
- Figure 65. Examples of applications of thin film batteries. 373
- Figure 66. Capacities and voltage windows of various cathode and anode materials. 374
- Figure 67. Traditional lithium-ion battery (left), solid state battery (right). 376
- Figure 68. Bulk type compared to thin film type SSB. 388
- Figure 69. SWOT analysis: All-solid state batteries. 390
- Figure 70. Ragone plots of diverse batteries and the commonly used electronics powered by flexible batteries. 409
- Figure 71. Various architectures for flexible and stretchable electrochemical energy storage. 412
- Figure 72. Types of flexible batteries. 414
- Figure 73. Flexible batteries on the market. 414
- Figure 74. Materials and design structures in flexible lithium ion batteries. 418
- Figure 75. Flexible/stretchable LIBs with different structures. 420
- Figure 76. a–c) Schematic illustration of coaxial (a), twisted (b), and stretchable (c) LIBs. 423
- Figure 77. a) Schematic illustration of the fabrication of the superstretchy LIB based on an MWCNT/LMO composite fiber and an MWCNT/LTO composite fiber. b,c) Photograph (b) and the schematic illustration (c) of a stretchable fiber-shaped battery under stretching conditions. d) Schematic illustration of the spring-like stretchable LIB. e) SEM images of a fiberat different strains. f) Evolution of specific capacitance with strain. d–f) 424
- Figure 78. Origami disposable battery. 425
- Figure 79. Zn–MnO2 batteries produced by Brightvolt. 427
- Figure 80. Charge storage mechanism of alkaline Zn-based batteries and zinc-ion batteries. 429
- Figure 81. Zn–MnO2 batteries produced by Blue Spark. 430
- Figure 82. Ag–Zn batteries produced by Imprint Energy. 431
- Figure 83. Wearable self-powered devices. 436
- Figure 84. SWOT analysis: Flexible batteries. 438
- Figure 85. Global revenues for flexible batteries, 2018-2036, by market (Billions USD). 440
- Figure 86. Transparent batteries. 443
- Figure 87. SWOT analysis: Transparent batteries. 446
- Figure 88. Degradable batteries. 447
- Figure 89. SWOT analysis: Degradable batteries. 450
- Figure 90. Various applications of printed paper batteries. 451
- Figure 91.Schematic representation of the main components of a battery. 452
- Figure 92. Schematic of a printed battery in a sandwich cell architecture, where the anode and cathode of the battery are stacked together. 454
- Figure 93. Manufacturing Processes for Conventional Batteries (I), 3D Microbatteries (II), and 3D-Printed Batteries (III). 462
- Figure 94. SWOT analysis: Printed batteries. 466
- Figure 95. Global revenues for printed batteries, 2018-2036, by market (Billions USD). 467
- Figure 96. Scheme of a redox flow battery. 472
- Figure 97. Vanadium Redox Flow Battery schematic. 483
- Figure 98. SWOT analysis: Vanadium redox flow batteries (VRFB) 485
- Figure 99. Schematic of zinc bromine flow battery energy storage system. 487
- Figure 100. SWOT analysis: Zinc-Bromine Flow Batteries (ZnBr). 489
- Figure 101. SWOT analysis: Iron-chromium (ICB) flow batteries. 492
- Figure 102. SWOT analysis: Iron-chromium (ICB) flow batteries. 494
- Figure 103. Schematic of All-Iron Redox Flow Batteries. 495
- Figure 104. SWOT analysis: All-iron Flow Batteries. 497
- Figure 105. SWOT analysis: Zinc-iron (Zn-Fe) flow batteries. 500
- Figure 106. Schematic of Hydrogen-bromine flow battery. 501
- Figure 107. SWOT analysis: Hydrogen-bromine (H-Br) flow batteries. 503
- Figure 108. SWOT analysis: Hydrogen-Manganese (H-Mn) flow batteries. 505
- Figure 109. SWOT analysis: Organic redox flow batteries (ORFBs) batteries. 509
- Figure 110. Schematic of zinc-polyiodide redox flow battery (ZIB). 513
- Figure 111. Redox flow batteries applications roadmap. 523
- Figure 112. Global revenues for redox flow batteries, 2018-2036, by type (millions USD). 531
- Figure 113. Main printing methods for supercapacitors. 553
- Figure 114. Types of integrated battery packs 570
- Figure 115. Battery pack with a cell-to-pack design and prismatic cells. 571
- Figure 116. 24M battery. 584
- Figure 117. 3DOM battery. 586
- Figure 118. AC biode prototype. 588
- Figure 119. Schematic diagram of liquid metal battery operation. 600
- Figure 120. Ampcera’s all-ceramic dense solid-state electrolyte separator sheets (25 um thickness, 50mm x 100mm size, flexible and defect free, room temperature ionic conductivity ~1 mA/cm). 602
- Figure 121. Amprius battery products. 603
- Figure 122. All-polymer battery schematic. 607
- Figure 123. All Polymer Battery Module. 607
- Figure 124. Resin current collector. 607
- Figure 125. Ateios thin-film, printed battery. 609
- Figure 126. The structure of aluminum-sulfur battery from Avanti Battery. 612
- Figure 127. Containerized NAS® batteries. 615
- Figure 128. 3D printed lithium-ion battery. 623
- Figure 129. Blue Solution module. 625
- Figure 130. TempTraq wearable patch. 626
- Figure 131. Schematic of a fluidized bed reactor which is able to scale up the generation of SWNTs using the CoMoCAT process. 645
- Figure 132. Carhartt X-1 Smart Heated Vest. 650
- Figure 133. Cymbet EnerChip™ 654
- Figure 134. E-magy nano sponge structure. 664
- Figure 135. Enerpoly zinc-ion battery. 666
- Figure 136. SoftBattery®. 667
- Figure 137. ASSB All-Solid-State Battery by EGI 300 Wh/kg. 670
- Figure 138. Roll-to-roll equipment working with ultrathin steel substrate. 672
- Figure 139. 40 Ah battery cell. 680
- Figure 140. FDK Corp battery. 683
- Figure 141. 2D paper batteries. 691
- Figure 142. 3D Custom Format paper batteries. 691
- Figure 143. Fuji carbon nanotube products. 692
- Figure 144. Gelion Endure battery. 695
- Figure 145. Gelion GEN3 lithium sulfur batteries. 696
- Figure 146. Grepow flexible battery. 707
- Figure 147. HPB solid-state battery. 714
- Figure 148. HiNa Battery pack for EV. 715
- Figure 149. JAC demo EV powered by a HiNa Na-ion battery. 716
- Figure 150. Nanofiber Nonwoven Fabrics from Hirose. 717
- Figure 151. Hitachi Zosen solid-state battery. 719
- Figure 152. Ilika solid-state batteries. 724
- Figure 153. TAeTTOOz printable battery materials. 727
- Figure 154. Ionic Materials battery cell. 732
- Figure 155. Schematic of Ion Storage Systems solid-state battery structure. 734
- Figure 156. ITEN micro batteries. 736
- Figure 157. Kite Rise’s A-sample sodium-ion battery module. 743
- Figure 158. LiBEST flexible battery. 749
- Figure 159. Li-FUN sodium-ion battery cells. 752
- Figure 160. LiNa Energy battery. 754
- Figure 161. 3D solid-state thin-film battery technology. 757
- Figure 162. Lyten batteries. 761
- Figure 163. Cellulomix production process. 763
- Figure 164. Nanobase versus conventional products. 764
- Figure 165. Nanotech Energy battery. 775
- Figure 166. Hybrid battery powered electrical motorbike concept. 778
- Figure 167. NBD battery. 779
- Figure 168. Schematic illustration of three-chamber system for SWCNH production. 780
- Figure 169. TEM images of carbon nanobrush. 781
- Figure 170. EnerCerachip. 785
- Figure 171. Cambrian battery. 799
- Figure 172. Printed battery. 803
- Figure 173. Prieto Foam-Based 3D Battery. 804
- Figure 174. Printed Energy flexible battery. 806
- Figure 175. ProLogium solid-state battery. 809
- Figure 176. QingTao solid-state batteries. 810
- Figure 177. Schematic of the quinone flow battery. 812
- Figure 178. Sakuú Corporation 3Ah Lithium Metal Solid-state Battery. 819
- Figure 179. Salgenx S3000 seawater flow battery. 820
- Figure 180. Samsung SDI's sixth-generation prismatic batteries. 822
- Figure 181. SES Apollo batteries. 828
- Figure 182. Sionic Energy battery cell. 836
- Figure 183. Solid Power battery pouch cell. 839
- Figure 184. Stora Enso lignin battery materials. 842
- Figure 185.TeraWatt Technology solid-state battery 853
- Figure 186. Zeta Energy 20 Ah cell. 882
- Figure 187. Zoolnasm batteries. 883
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- PDF report download/by email.
- Comprehensive Excel spreadsheet of all data.
- Mid-year Update
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