Sail LLC Designates Highstar Sodium Star as Sole Supplier for Na-ion Battery Order

According to SMM data, compared with the rapid growth of cathode and anode materials, the electrolyte and battery cell markets maintained high YoY growth but were affected in the short term by factors such as cost control, capacity alignment, and the pace of end-use demand release, presenting an operational landscape of "stability with adjustments."

As the sodium-ion battery scaling and commercialization process continues to accelerate, industry dividends are being released at a faster pace in 2026. April, as a key period at the start of Q2, saw a notable recovery in the sodium-ion battery cathode and anode materials market. Demand-side stockpiling willingness increased, capacity expansion pace accelerated, product mix differentiation became more prominent, and the industry as a whole moved toward a positive supply-demand synergy.

On May 8, LG Energy Solution (LGES) accelerated the commercialization of its sodium-ion battery. The pilot production line at its Nanjing, China factory is under construction and plans to be completed with sample output within 2026, with mass production planned for 2027. R&D is led by the Daejeon Research Institute in South Korea, with the Ochang factory producing A samples and the Nanjing factory responsible for B/C sample development, targeting the energy storage and low-end EV markets.