LG Energy Solution, a leader in battery manufacturing, is progressing with the development of a pilot production line for sodium-ion batteries. This initiative, located at its Nanjing factory in Jiangsu, China, aims to assess the feasibility of mass production.
Focus on Next-Generation Batteries
LG will conduct research and development at its Daejeon Technology Research Institute in South Korea. Following initial R&D, it will produce prototypes, known as Sample A, at its Ochang mother plant in North Chungcheong Province. For further development, Samples B and C—representing finished and mass-production-ready batteries—will be created at the Nanjing facility.
Localized Production in China
Given China’s prominent role in the Sodium-ion Battery market, LG Energy Solution likely seeks to benefit from the country’s established supply chain. These resources include cathode materials essential for Sodium-ion Battery production. By leveraging China’s robust infrastructure, LG aims to fast-track commercialization for next-generation batteries.
Timeline for Pilot Production
The company plans to finalize the construction of the pilot production line and commence sample production within 2026. According to reports, this timeline positions LG Energy Solution to accelerate the adoption of Sodium-ion Battery technology globally.
Why Sodium-Ion Batteries?
Sodium batteries gained attention in China after CATL introduced its first-generation Sodium-ion Battery on July 29, 2021. This announcement coincided with high lithium prices, making sodium batteries an alternative to Lithium-ion technology. While lithium prices later declined, recent increases have renewed interest in sodium batteries as cost-effective solutions for various applications.
Competitive Landscape
Last month, CATL announced plans for widespread use of sodium batteries. These include applications in energy storage, passenger vehicles, commercial vehicles, and battery swap systems by 2026. CATL also revealed its Sodium-ion Battery brand, Naxtra, highlighting an energy density of 175 Wh/kg, comparable to lithium iron phosphate batteries.
Beyond CATL, Chinese startups such as Zoolnasm and Hina Battery are developing sodium battery production capabilities. The competitive environment underscores the growing demand for innovative battery solutions worldwide.
LG Energy Solution’s Market Position
With a power battery installation volume of 96.9 GWh from January to November 2025, LG Energy Solution maintains its status among top battery manufacturers globally. The company experienced an 11.1% year-on-year increase during this period, securing a 9.3% market share.
Conclusion
LG Energy Solution’s move to establish a Sodium-ion Battery pilot line in China highlights its commitment to advancing next-generation battery technologies. These efforts align with the broader push toward sustainable and localized battery production, ensuring industry leadership and long-term innovation. The company’s strategic focus on sodium-ion technology signals its readiness to address the future demands of energy storage and electric vehicle markets.
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