Sodium-ion batteries moved to the center of a new U.S. industry effort on June 16, 2026. The American Battery Leadership Coalition, or ABLC, launched in Washington to promote sodium-ion batteries as a national priority. Moreover, the coalition wants to strengthen energy security, expand domestic manufacturing, and support a resilient battery supply chain.
The coalition includes Alsym Energy and Peak Energy as leaders. It also includes Batri, ESS Tech, Inc., Ingevity, Mana, NAION, Re:Build, and Microporous. Together, these companies represent key parts of the Sodium-ion Battery ecosystem. For example, they cover cell development, materials, manufacturing, and energy storage systems.
Sodium-ion batteries gain a stronger U.S. voice
ABLC formed to support federal policies that can speed up commercialization and deployment. In particular, the coalition focuses on sodium-ion batteries as a scalable non-lithium option for energy storage. As a result, the group aims to help the United States build more battery capacity with abundant materials and domestic innovation.
The timing matters. Battery demand continues to grow across several sectors. For instance, AI infrastructure needs more power support. In addition, grid modernization and wider electrification require dependable storage. Energy storage deployments also continue to rise. Therefore, industry leaders see a major opportunity for sodium-ion batteries in the U.S. market.
Why sodium-ion batteries matter for energy storage
Sodium-ion batteries offer several advantages for stationary energy storage. First, sodium is abundant. That gives manufacturers access to a broad resource base. Second, the chemistry supports lower operating costs. Third, it delivers long cycling performance, full depth of discharge, and high roundtrip efficiency. Consequently, many companies view sodium-ion as a practical fit for large-scale storage projects.
Coalition members also emphasize domestic supply chain benefits. Sodium-ion batteries use materials that can support a competitive U.S. manufacturing base. Furthermore, companies can build a non-lithium supply chain around resources that are widely available. That approach can support energy independence while also improving long-term supply flexibility.
Sodium-ion batteries and U.S. manufacturing growth
The coalition says sodium-ion batteries can support American manufacturing competitiveness. Because the technology remains early in commercialization, the United States still has room to build a leadership position. At the same time, American companies continue to invest in the category. In fact, companies have already announced more than 15 GWh of planned sodium-ion storage offtakes. That figure shows clear market interest and growing confidence in the chemistry.
Those planned offtakes also reflect demand for supply chain diversity. Many energy storage buyers want more than one chemistry option. Accordingly, sodium-ion batteries can help broaden the storage market. They can also support domestic factories, equipment suppliers, and project developers. Over time, that growth could create a stronger industrial base in the U.S.
Sodium-ion batteries and national energy priorities
ABLC framed sodium-ion batteries as important for national strategy. The coalition links the technology to energy security, industrial strength, and battery leadership. In other words, members want sodium-ion included in broader U.S. planning for energy storage and advanced manufacturing.
Graeme Grant, COO of Alsym Energy, said the market remains early enough for the United States to establish global leadership. He noted that Lithium-ion already operates at massive scale worldwide. However, sodium-ion still gives U.S. companies a strong opening to lead through innovation and production. Therefore, coalition members want policymakers to act while the market is still developing.
Grant also pointed to the economic profile of sodium-ion batteries. He said the technology offers lower operating costs, long cycling performance, full depth of discharge, and high roundtrip efficiency. In addition, he said sodium-ion batteries rely on abundant resources rather than rare earth minerals. That resource profile can support a competitive and sustainable domestic supply chain.
How sodium-ion batteries fit the 2026 battery market
In 2026, battery markets continue to expand with data center growth, AI infrastructure, and grid investment. Because of that trend, utilities and developers need storage technologies that can scale reliably. Sodium-ion batteries fit that need, especially in stationary applications. They offer a compelling mix of cost potential, efficiency, and supply chain flexibility.
ABLC wants to make sure U.S. policy keeps pace with this opportunity. The coalition plans to advocate for measures that encourage commercialization, domestic manufacturing, and deployment. If that effort succeeds, sodium-ion batteries could claim a larger role in future storage projects across the country.
Overall, the coalition launch marks an important step for the sector. It brings together developers, suppliers, and manufacturers around a shared goal. Most importantly, it gives sodium-ion batteries a more organized platform in Washington. As the U.S. expands energy storage in 2026, ABLC wants sodium-ion batteries to stand out as a practical, scalable, and American-led solution.
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