Beyond safety, material abundance is key: lithium, while abundant as an element, is constrained by supply chains and processing capability, while also being subject to price volatility driven by geopolitical tensions, whereas sodium is the sixth most abundant element on Earth and can be extracted from seawater, simplifying domestic production and potentially reducing dependence on China-dominated battery supply chains.
Industry forecasts suggest Na-ion demand could reach hundreds of gigawatt-hours by the late 2020s, positioning it as a critical energy storage technology with development expanding globally across BESS, electric vehicle (EV), and electronics applications.
While multiple US companies are working to commercialise Na-ion, China-based companies such as CATL, which signed the world’s largest Na-ion BESS order to date, a three-year strategic partnership with system integrator HyperStrong, covering 60GWh of Na-ion capacity, are making significant progress.
Peak Energy to launch Na-ion manufacturing facility in Sacramento, California
Na-ion BESS startup Peak Energy has selected Sacramento, California, US as the home of its new Na-ion energy storage system manufacturing facility.
