China market demand for Li-ion and Na-ion¹ batteries by application

Base case, 2026-2035 [TWh]

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1 Sodium-ion batteries;
2 Includes consumer electronics, electric two and three wheelers, eShips and eVTOL;
3 Includes battery electric and fuel-cell electric medium-duty/ heavy-duty trucks & busses;
4 Battery electric energy storage systems;
5 Includes battery electric and hybrids - Light vehicle: Passenger cars and light commercial vehicles with up to 6 tons

Source: ICCSINO, SMM, RB Battery & Raw Material Supply & Demand Model