- Japan has shifted its 150 GWh battery production target from 2030 to the mid-2030s.
- METI aims to triple Japanese battery-related sales and advance solid-state battery commercialization by 2035.
Japan has updated its long-term roadmap for the battery sector as the country adjusts to evolving conditions in the global electric vehicle market. On June 2, the Ministry of Economy, Trade and Industry (METI) unveiled a revised “strategy for the storage battery and power source industries,” replacing and expanding upon the battery-focused strategy introduced in 2022. The updated framework reflects changing market dynamics, technology development trends, and future competitiveness requirements across the battery value chain.
A key revision in the strategy concerns the timeline for establishing a domestic storage battery production base capable of delivering 150 gigawatt-hours of annual output. Under the previous plan, this objective was expected to be achieved by 2030 at the latest. METI has now shifted the target to the mid-2030s, acknowledging changes in the environment surrounding electric vehicles and the pace of industry development. The revised timeline also applies to the production capacity targets for battery components, materials, and related manufacturing infrastructure.
In addition to adjusting production milestones, the ministry has outlined ambitious growth objectives for Japanese battery companies. The strategy seeks to increase storage battery-related sales generated by Japanese firms to approximately three times current levels by 2035. The target is based on the expectation of continued expansion in global battery demand and broader electrification trends across transportation and energy sectors.
Battery-related sales generated by Japanese companies currently stand at approximately JPY 1.7 trillion. Through investments in manufacturing capacity, technology development, supply chain resilience, and international competitiveness, METI expects domestic companies to capture a larger share of future global market opportunities. The revised strategy positions the battery industry as a critical pillar of Japan’s industrial and economic growth agenda over the next decade.
METI also reaffirmed its commitment to advancing all-solid-state battery technology, which is widely regarded as a next-generation energy storage solution. According to the updated strategy, the ministry aims to achieve full-scale commercialization of all-solid-state batteries around 2030. Beyond commercialization, the government plans to establish a robust production base for the technology by the mid-2030s, supporting large-scale deployment and industrial growth.
Key Targets Under Japan's Revised Battery Strategy
| Objective | Updated Target |
|---|---|
| Storage battery production capacity | 150 GWh by mid-2030s |
| Battery-related sales of Japanese companies | 3x current level by 2035 |
| Current battery-related sales | JPY 1.7 trillion |
| All-solid-state battery commercialization | Around 2030 |
| All-solid-state battery production base | Mid-2030s |
The revised strategy highlights Japan’s intention to strengthen its position in the rapidly expanding global battery ecosystem while balancing realistic industry timelines. By extending production targets, supporting advanced battery technologies, and pursuing significant revenue growth, METI aims to create a more competitive and sustainable battery industry capable of meeting future domestic and international demand.
Frequently Asked Questions
Why did Japan postpone its 150 GWh battery production target?
Japan postponed the target to align its strategy with changing electric vehicle market conditions and evolving industry realities. The Ministry of Economy, Trade and Industry determined that achieving a 150 GWh domestic battery production foundation would require a longer timeframe than originally anticipated. As a result, the target has been moved from 2030 to the mid-2030s, covering battery production as well as related materials, components, and manufacturing capabilities necessary to support long-term industry growth.
What are Japan’s goals for all-solid-state batteries?
Japan aims to make all-solid-state batteries commercially viable around 2030 while building the manufacturing foundation needed for large-scale production. The technology is considered a major advancement in energy storage due to its potential performance and safety benefits. Under the revised strategy, METI plans to support both commercialization and production expansion, with the objective of establishing a strong industrial base for all-solid-state batteries by the mid-2030s and enhancing Japan’s competitiveness in next-generation battery markets.
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