Chinese battery manufacturer CATL has announced its plans to introduce sodium-ion batteries on a large scale by the end of 2026. This development comes as CATL continues to hold a dominant position in the global electric vehicle (EV) battery market, accounting for 38.1% of the market share as of October 2025, a slight increase from 37.6% in the previous year. The company aims to expand its offerings beyond traditional lithium-ion batteries, potentially reshaping the landscape of EV technology.
According to data from SNE Research, CATL remains the market leader in EV batteries, with BYD trailing in second place at 16.9%. Other competitors include LG Energy Solution with 9.3%, CALB at 4.7%, and Gotion holding 4.1% of the market. CATL’s strategic move to sodium-ion technology could reinforce its lead in this rapidly evolving sector.
Sodium-Ion Technology Set for Market Launch
During a supplier conference on December 28, 2025, CATL revealed that its sodium-ion batteries will be ready for multiple applications, including battery swapping systems, passenger vehicles, commercial vehicles, and energy storage solutions. This announcement follows the unveiling of the Naxtra brand in April, which is dedicated to sodium-ion battery technology.
The new battery cells promise an energy density of 175 Wh/kg, comparable to high-performing lithium iron phosphate (LFP) batteries. Sodium-ion technology is expected to offer a cost-effective alternative to conventional lithium-ion systems while providing enhanced safety features and improved performance in cold weather conditions. CATL has highlighted that its sodium-ion batteries can operate efficiently across a temperature range of -40°C to 70°C.
Future Implications and Safety Standards
In September 2025, CATL announced that its sodium-ion batteries would achieve a pure electric driving range exceeding 500 km (310 miles). This capability is anticipated to enhance the driving experience for users in diverse climates. Furthermore, CATL’s sodium-ion batteries were the first to meet China’s new EV battery safety standards, set to take effect on July 1, 2026.
CATL emphasized that this new technology will reduce reliance on lithium resources, thereby promoting a shift towards greater energy independence. The company stated that the introduction of sodium-ion batteries is a significant step in advancing new energy technologies and improving overall energy utilization.
As CATL prepares to roll out sodium-ion batteries, the implications for the global EV market could be substantial. If successful, the transition to sodium-ion technology may influence pricing, availability, and performance across the industry. The company’s commitment to innovation continues to position it as a leader in the electric vehicle battery sector, shaping the future of sustainable transportation.
