SMM published its review of the sodium-ion cell market for the first half of 2026 on July 15, describing a sequence of slow-season demand, renewed orders, adjustment and a later production push. The report cites capacity ramp-up, expanding applications and cost competition as factors, and says the sector is moving from expectation-led to order-led development. That is an industry assessment rather than a set of operating results for every company.
The public summary gives no company-specific shipment volumes, capacity utilization, order values or profit figures. It therefore does not support a sales forecast for any individual producer or establish that one battery chemistry has won the market.