Energy Storage

Umicore are a Li-ion battery cathode producer also active in Li-ion battery recycling.

In a world where energy security increasingly intertwines with national security, the global battery supply chain has become a critical focal point of international tensions. As trade barriers rise and geopolitical rivalries intensify, sodium-ion battery technology emerges as a strategic alternative that promises greater self-reliance and reduced vulnerability to global supply chain disruptions.

JEIO are a Korean manufacturer of carbon nanotubes. IDTechEx caught up with JEIO in Q2 2025.

Front Edge Technology Inc. (FET) manufactures and markets next-generation, ultra-thin rechargeable batteries for card-type applications.

The multitude of battery chemistries available for different EV types means that a variety of safety materials to accommodate their requirements are also necessary. IDTechEx's VP of Research, Dr James Edmondson, presented at the Plastics in Electric & Autonomous Vehicles Conference 2025 - SPE Automotive Division on topics including evolving vehicle technology and materials, while Technology Analyst, Mika Takahashi, covered the wider EV sector.

Thursday 15 May 2025 - How and Why the Ion Exchange Membrane Market Is Preparing for Growth in the Coming Next Decade; An overview of ion exchange membrane materials and their common applications; Key performance requirements and material development trends; Growth markets for ion exchange membrane technology; An overview of the state of the ion exchange membrane market in 2025 and IDTechEx's 10-year market outlook

LiNova Energy are a US startup developing polymer cathode materials.

In the past 5 years, the commercial perception of fusion energy has shifted considerably and is now increasingly seen as a key component of the green energy transition. But what factors led to this shift, and what does a realistic future for the fusion energy industry look like?

Forecasts from the IDTechEx report "Materials Informatics 2025-2035: Markets, Strategies, Players"

Conovate are an early-stage US company developing a composite graphene monoxide-based anode material as an alternative to graphite anodes for Li-ion batteries.

This premium article discussed key ion exchange membrane (IEM) market players, dynamics, and trends.

This article analyzes the significant impact of recent US tariffs on the EV charging market, affecting both the physical charging equipment and the broader electrical infrastructure required to support it.

Tokamak Energy are a commercial fusion startup pursuing the spherical tokamak fusion approach using high temperature superconductors (HTS), a technology which they have commercialized through their TE Magnetics division for other applications.

Ligna Energy is a spinout company from Linköping University focused on developing small bio-based supercapacitors designed for wireless electronics, smart cards, and IoT applications.

This premium article introduces developments in lithium-sulfur (Li-S) battery technology.

IDTechEx forecasts the Li-ion battery recycling market to grow to US$52B in value by 2045, given the increasing availability of retired Li-ion batteries over the coming decades. Key sources of feedstock will include electric vehicle batteries, and Li-ion batteries from energy storage systems, consumer electronics, alongside manufacturing scrap.

Sodium-ion batteries are emerging as a promising solution for grid-scale energy storage, particularly in applications like time shifting, congestion relief, flexible ramping, and frequency regulation, where efficiency and cycle life are crucial. While lithium iron phosphate (LFP) batteries currently dominate due to low costs and widespread adoption, Na-ion offers advantages in high C-rate performance and long-duration storage (4-10 hours). Although installed capacity remains below 300 MWh in China as of early 2025, ongoing demonstration projects and new product launches could drive further adoption. Key players like CATL, HiNa, BYD, Great Power, and Hithium are improving energy density, cycle life, and temperature performance, aiming to bring Na-ion closer to LFP parity by 2026. Additionally, U.S. research initiatives, including the Sodium-Ion Alliance for Grid Energy Storage (SAGES) and Argonne's $50M consortium, are working to develop low-cost, high-performance Na-ion batteries for stationary applications. As cost reductions, scaling, and technological advancements continue, sodium-ion could become a competitive alternative in grid-scale storage markets.

H2SITE is a Spanish startup that makes palladium-based gas separation systems and membrane reactors for hydrogen applications, primarily ammonia cracking. This is an update from IDTechEx's 2021 profile on the company.

Wednesday 30 April 2025 - Sodium-Ion Batteries: Navigating the Path to Commercial Maturity. The following aspects will be addressed: Impact of historically low lithium prices on sodium-ion's economic viability; Alternative value propositions beyond cost, including material availability and application-specific advantages; Sodium-ion battery players and commercialisation efforts; and IDTechEx outlook for sodium-ion batteries by 2030

The Future Propulsion Conference (FPC) 2025 was an event that took place on the 12th-13th March 2025. This provides some key takeaways from the event.