Natron Energy

Sodium-ion: The Three Big Promises of Sodium-Ion Batteries

Sodium-ion batteries offer a promising alternative to lithium-ion, with advantages in mineral abundance, system compatibility, and safety. They provide a cost-effective, scalable solution with lower material costs and reduced supply chain risks. Despite lower energy density, sodium-ion cells benefit from existing manufacturing infrastructure. Safety benefits include reduced fire risks and enhanced thermal stability. Key strategies for success include improving energy densities, competing on total cost of ownership, and targeting niche performance areas such as low temperature and high-power applications.

Sodium-ion Market Updates From the US

Sodium-ion batteries are gaining traction in the U.S. as a promising alternative for data centers and UPS systems, thanks to their thermal stability (-40°C to 60°C), which reduces cooling costs. Their adoption is further supported by the Inflation Reduction Act's 30% tax credit for standalone energy storage, available until 2032. The U.S. holds a strong supply advantage, producing 12 million metric tons of natural soda ash in 2024, primarily from cost-effective and eco-friendly trona deposits. However, domestic Na-ion battery manufacturing remains limited, with no large-scale production of transition metal oxide sodium-ion cells. To address this, the DOE launched the $50M LENS Consortium in November 2024, focusing on cathode and electrolyte innovations rather than immediate commercialization. A 2024 DOE report found Na-ion battery costs to be among the highest for long-duration energy storage (LDES), largely based on sodium layered oxides, but China's shift toward Prussian white cathodes and hard carbon anodes could improve cost competitiveness. Despite these challenges, U.S. companies like Natron Energy, Unigrid Battery, Peak Energy, and Nadion Energy are emerging as key players in the Na-ion space.

Altris AB

Altris AB are a Swedish company manufacturing cathode material for Na-ion batteries.

A Look at Li-Ion and Alternative Battery Chemistry Innovation

From consumer electronics to electric vehicles and stationary storage, high power and fast charge capability are key performance metrics for Li-ion batteries. Pure battery electric vehicles can now offer range in excess of 300 miles per charge, but a full recharge can take hours. How can this be improved?