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GM’s Sodium Battery Leap
Published: 10 June 2026 at 03:54 Europe/London
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Episode notes
GM is betting big on sodium-ion batteries to power its factories and grid-scale energy needs, partnering with startup Peak Energy to develop a cheaper, safer alternative to lithium-ion tech — a move no other automaker outside China has attempted. While sodium cells are bulkier, Peak’s designs eliminate costly cooling systems, slashing upfront expenses. GM’s also expanding with Redwood Materials, recycling old EV batteries for data centers and installing a storage system at its Michigan plant to save millions — a model they plan to roll out across all facilities. In the meantime, GM’s selling lithium iron phosphate cells to LG Energy Solution, showing a smart, multi-pronged strategy to dominate the booming energy storage market.
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