North American sodium-ion

The battery grids and data centers have been waiting for.

North America’s first gigafactory dedicated to sodium-ion cells. Safer, more affordable, and free from foreign supply chain dependency.

1122.990
Na
sodium
Abundant. American.2.6% of the Earth’s crust

One valence electron. The whole battery, in one orbit.

The mission

American cells for American infrastructure.

Today, virtually all advanced battery cell production is concentrated in China. Energy infrastructure cannot depend on foreign cell supply.

NAION is changing that, with cells purpose-built for grid and data center storage, made in North America.

The window to establish a domestic position is open now, and closing.

$542B
Global stationary storage market by 2035
41%
Of total US battery demand is energy storage in 2026, up from 26%
Zero
Domestic sodium-ion cell manufacturing capacity exists today

The technology

Why sodium-ion.

Cheaper, safer, and built on materials North America already has in the ground.

HARD CARBON ANODE Na+ ELECTROLYTE NFPP CATHODE ALUMINUM COLLECTORS, BOTH SIDES. NO COPPER, NO GRAPHITE. ANODEELECTROLYTECATHODE Hard carbonNa+ transportNFPP
Charge: sodium ions shuttle into the hard carbon. Discharge: back to the cathode.
GreenCarbon makes the anode; the chemistry does the rest.
30 to 40%
Lower cost than lithium
$50 to 70/kWh against $90 to 110 for LFP.
Zero
Thermal runaway risk
No fire pathway in the chemistry itself.
20,000+
Cycle life
Built for daily cycling over decades.
-40 to 70°C
All-climate
A wider range than lithium on both ends.
No Co/Ni
Conflict-free
No cobalt or nickel in the chemistry.
100%
Depth of discharge
Full usable capacity with high round-trip efficiency.

Supply chain

Sodium is a North American resource.

Every material in the cell exists on this continent. The supply chain has no foreign chokepoint.

41.5° N, 109.5° W Green River Basin, Wyoming The world’s largest natural trona deposit, the primary source of soda ash for NAION cell chemistry. Mined and processed domestically, at industrial scale, today.
No geopolitical chokepoint
China controls over 80% of global lithium processing. Sodium has no equivalent, produced across North America without strategic dependency.
Structurally stable pricing
Lithium carbonate has swung over 90% in a single year. Sodium precursor pricing is structurally stable.
Aluminum, not copper
Sodium-ion cells use aluminum current collectors on both electrodes, saving $9 to 12/kWh versus lithium-ion designs.

The economics

Below lithium, and falling.

Cell-level cost, dollars per kilowatt-hour.

Sodium-ion
$50 to 70
LFP lithium
$90 to 110

In 2025, battery storage undercut gas turbines on levelized cost for the first time.

Data centers

The insurance problem lithium created.

Major lenders are walking away from data center deals over lithium-ion fire risk. NAION eliminates the hazard at the chemistry level.

The lithium risk
KKR
Among lenders walking away from data center deals over lithium fire risk.
22 hrs
To extinguish the fire after a lithium UPS exploded at South Korea’s national data center.
Priced
Thermal runaway is the exact hazard insurers price up for lithium.
The NAION difference
Absent
The defining lithium hazard does not exist at the chemistry level.
None
No auxiliary cooling required, removing a failure-prone system.
Bankable
A materially stronger insurance position for operators and lenders.

One company, two lines

From the mine to the grid.

Earth Abundant Energy Systems builds the domestic sodium battery chain end to end, through two business lines.

Sodium-ion cell manufacturing. Prismatic cells purpose-built for grid and data center storage, made in North America.

naion.com

Hard carbon anode materials from renewable North American feedstocks, the anode inside the domestic sodium supply chain.

greencarbon.com

Materials → anode → cell → grid. One domestic chain.

Get in touch

Ready to talk.

We welcome inquiries from strategic partners, offtake customers, policymakers, and investors.

Headquarters
Washington, D.C.
1050 30th Street NW, Washington, DC 20007