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business6h ago
GM eyes new battery chemistry to grow AI data center, energy storage business
Cnbc.com and 2 more
- GM teams with Peak Energy to commercialize sodium-ion battery cells for large-scale grid storage by 2028, aiming for cheaper, more durable energy storage than current LFP options.
- Sodium-ion chemistry is pitched as hotter-weather tolerant and free of active cooling, reducing system complexity and potentially lowering life-cycle costs in grid storage.
- GM views sodium-ion cells as a potential long-term successor for grid storage, with initial focus on grid packs before possible future EV applications.
- GM emphasizes that its sodium-ion program aims to outperform rivals on heat tolerance and system simplicity, enabling cooling-less energy storage deployments.
- GM’s energy push aligns with broader data-center electricity demand, signaling a strategic pivot away from aggressive EV expansion toward scalable storage tech.
- GM is pursuing domestic-sourced materials and cost advantages by targeting batteries that reduce reliance on cooling infrastructure and potentially lower capex.
- Peak Energy collaboration showcases a strategic move to scale sodium-ion development beyond lab prototypes toward commercial grid products.
- GM’s Ultra-compact energy strategy includes pursuing a new lithium manganese-rich battery for large pickups and SUVs slated for 2028, signaling a diversified portfolio.
- GM’s Energy Pass and North American Charging Standard aim to streamline public charging, including interoperability with Tesla Superchargers by 2027.
- GM claims to hold the largest fleet of bi-directionally capable EVs, enabling grid backfeed and potential utility-driven power trading.
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