First Read: Global Battery Supply Chain "U.S. Sodium-ion milestone achie..."

Research evidence excerpt

First Read: Global Battery Supply Chain "U.S. Sodium-ion milestone achie..."

Global Research

10 June 2026ab

First Read

EquitiesGlobal Battery Supply Chain

U.S. Sodium-ion milestone achieved Global

Basic Materials

Tim Bush

What's new? Analyst

GM announced a strategic partnership with Peak Energy, a grid storage start up, to co- tim-d.bush@ubs.com

develop and deploy sodium-ion battery cells for BESS applications. GM will leverage +82-2-3702 8801

Michigan battery labs ( pre-production scale) to develop the sodium-ion cells and retain Joseph Spak, CFA

exclusive manufacturing rights, while Peak will integrate the cells into its proprietary Analyst

energy storage systems. No specific capacity, timeline or investment size is disclosed joseph.spak@ubs.com

suggesting this remains early stage. +1-212-713 3089

Paul Gong

Advantages of sodium-ion iron phosphate (NFPP) chemistry Analyst

paul.gong@ubs.com

As we detailed in our China Internation Battery Fair take-aways, sodium-ion (particularly

+852-2971 7868

NFPP cathodes) offer several compelling attributes for stationary storage versus

mainstream lithium iron phosphate (LFP): superior safety, cycle life, wider operating Kunlun Li

temperature range, and strong C-rate capability. It also features minimal dependence on Analyst

S1460520080002Chinese-controlled materials, eliminates the need for copper current collectors, and

kunlun.li@ubs.com

enables simplified passive cooling in DC blocks, potentially lowering system cost and +86-21-3866 8894

complexity. These characteristics make it well-suited for long-duration BESS in extreme

climates and high cycle applications such as heavy-duty truck start-stop systems leading Cherie Miao

Associate Analystto lead-acid replacement.

cherie.miao@ubs.com

+852-3712 2035