For Southeast Asian manufacturers of zinc-nickel (Ni-Zn) batteries, the year 2025 marked a pivotal moment of divergence. According to Alibaba.com Internal Data, the United States, long considered the primary destination for advanced battery tech, saw its buyer count plummet by a staggering 39.1% year-over-year. This sharp contraction signals a potential saturation or a shift in technological preference within the mature North American market. However, this decline is not a death knell for the industry; instead, it heralds a dramatic realignment of global demand. Simultaneously, buyer numbers from Russia (+157.1%), the United Arab Emirates (+125.0%), Canada (+84.6%), and crucially for our region, Indonesia (+75.0%) have exploded. This data paints a clear picture: the future of Ni-Zn battery exports is not in the traditional West, but in the dynamic and policy-driven markets of the Global South and other emerging economies.
This seismic shift is not random. It is deeply intertwined with national energy security and sustainability agendas. Indonesia, for instance, has been aggressively pushing its domestic renewable energy targets, aiming to source 23% of its energy from renewables by 2025. This drive creates a massive need for affordable, reliable, and environmentally friendly energy storage solutions for both grid support and off-grid applications in its vast archipelago [1]. Similarly, Russia’s push for import substitution and self-reliance in critical technologies, accelerated by recent geopolitical events, has opened doors for alternative battery chemistries like Ni-Zn. The UAE’s vision for a post-oil economy, centered on clean tech and innovation hubs like Masdar City, further fuels demand for next-generation storage. For Southeast Asian exporters, this means that success is no longer just about product specs, but about aligning with the specific policy narratives and infrastructure needs of these new frontier markets.

