Can Sodium-Ion Batteries Help the U.S. Close the Gap With China?

China Tightens Its Grip on Namibia's Next Energy Boom Haley Zaremba is an energy journalist and researcher with more than a decade of professional experience covering global energy systems, land and natural resources, and… A massive industrial manufacturer of sodium-ion battery systems is being constructed in Northern California.
The 183,000-square-foot Sacramento plant will be able to produce 4 gigawatt-hours of sodium-ion battery systems per year, enough batteries to power almost four million households.
This marks a major step forward for the state’s clean energy sector as well as a considerable endorsement of sodium-ion battery technologies as a promising next-gen storage solution.

The plant will be the first production site in the country dedicated solely to manufacturing grid-scale sodium-ion energy storage systems for utility companies to use during peak demand hours.
Peak Energy, the developer of the project, says that their technology will reduce costs considerably for utilities’ energy storage needs.
Thesenovel storage systemsmanage operational heat without the need for mechanical components like fans or liquid pumps, significantly reducing long-term operating expenses.
“Peak’s passively cooled sodium-ion battery energy storage systems, which reduce the cost of energy storage by 20% and have a 99% guaranteed uptime, are expected to enter production and begin shipments in Q1 2027,” the firm wrote in a recentpress release.
The global energy storage sector is currently dominated by lithium-ion batteries, but sodium-ion batteries have been garnering increasing attention for their unique benefits and their potential to diversify global battery supply chains.
The world’s lithium supply chains are almost entirely controlled by China, raising key geopolitical concerns.
Plus, lithium spot prices have been extremely, well, spotty in recent years, encouraging investment into alternative technologies.
China’s Contemporary Amperex Technology Co., Limited (CATL), the world's largest battery maker, just debuted its own sodium-ion storage system called TENER.
The company has announced that domestic deliveries of TENER will start in September and global shipments are slated for 2027.
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