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The Insurance Problem
Lithium Created.

Major lenders are walking away from data center deals over lithium-ion battery fire risk. NAION eliminates the hazard at the chemistry level - not with mitigation, but by design.

The Full Picture

Lithium Risk vs. NAION.

The Lithium Risk

NAION

99%
Of LFP cathode supply is controlled by China - the exact chemistry used in grid and data center storage, leaving operators fully exposed to tariffs and export controls. WSJ / Benchmark Mineral Intelligence, 2026

A domestic supply, free from China. North America's first sodium-ion gigafactory - eliminating tariff exposure, export control risk, and single-source dependency.

KKR
Among major lenders walking away from data center deals over insufficient insurance cover for lithium-ion battery fire risk. Financial Times, March 2026

Lower thermal runaway risk. Sodium-ion operates at a significantly higher thermal threshold - the key hazard insurers price up for lithium systems.

45 min
Power outage duration that wipes out half a year of data center revenue under standard leasing contracts.

No auxiliary cooling required. Eliminates one of the most complex and failure-prone systems in data center infrastructure.

22 hrs
To extinguish the fire after a lithium-ion UPS battery exploded at South Korea's national data center, bringing down 647 government systems.

A stronger insurance position. Reduced fire hazard gives operators and lenders a materially better risk profile to present to insurers.

500K
Gallons of water per metric ton of lithium extracted. In Chile's Atacama - the driest desert on Earth - lithium mining consumes 65% of the region's entire water supply.

A cleaner ESG profile. No cobalt, no lithium brine, no conflict minerals. Institutional capital increasingly treats supply chain provenance as a material risk - sodium-ion removes it.

Get in Touch

Talk to us about your data center needs.

We work with data center developers, operators, and lenders exploring safer, more insurable battery storage alternatives.

Headquarters

1050 30th Street NW
Washington, DC 20007