Non-Lithium Batteries to Reduce India's Storage Imports by 2035
Non-lithium energy storage technologies, including sodium-ion, vanadium redox flow, zinc-based, and iron-based batteries, are projected to decrease India's reliance on imported battery storage. A survey by the NetZero Energy Transition Association (Netra) suggests that rapid adoption and indigenous manufacturing of these technologies could cut import dependence to 50-52% by 2035.
Currently, 89-91% of battery storage systems and lithium-ion batteries in India are sourced from abroad. This exposes the country to global supply chain disruptions and price fluctuations, with lithium battery prices experiencing over 25% volatility in the past year.
The survey, which included industry leaders, utilities, battery manufacturers, and researchers, found that 61% of respondents believe domestic innovation and manufacturing of these alternative battery types can significantly reduce import reliance. Over half of the respondents anticipate that with commercial deployment and investment, India's storage import share could drop to 50-52% by 2032.
Indian research institutions like ARCI, IMMT, NCL, and IIT Bombay are developing indigenous sodium-ion cell technology. Companies such as Rechargion, HPCL, Oden Energy, Macsen Energy, and Uneverse are creating cell and pack solutions for grid and industrial applications. Globally, sodium-ion cell manufacturing capacity has surpassed 10 GWh this year. Companies like VFT and Delectrik Systems are installing vanadium redox flow battery systems for long-duration storage and grid flexibility both in India and internationally.