Sodium-ion policy in the US gained a new advocate on July 1, 2026. The American Battery Leadership Coalition, or ABLC, launched to promote federal support for sodium-ion batteries. The group says this chemistry offers a practical path for building a stronger domestic battery supply chain. It also says sodium-ion can support grid storage growth with materials that are widely available.
Alsym Energy and Peak Energy lead the new coalition. In addition, the organization brings together cell developers, materials suppliers, manufacturers, and energy storage system providers. Founding members include Batri, ESS Tech, Ingevity, Mana, NAION, Re:Build, and Microporous. Together, these companies want Washington to recognize sodium-ion as a mainstream stationary storage technology.
Why sodium-ion policy matters in the US
The coalition argues that sodium-ion deserves a clearer place in federal energy policy. Right now, many battery programs focus on lithium-based chemistries. As a result, sodium-ion often receives less direct policy support. ABLC wants lawmakers and agencies to update rules so sodium-ion can compete for manufacturing incentives, procurement programs, and research funding.
The group points to a major funding gap. According to the coalition, more than 90% of federal battery grant funding has gone to mature lithium-based projects. Therefore, ABLC says sodium-ion needs stronger statutory recognition and broader eligibility across federal programs. That shift could help speed commercialization and deployment in the US market.
How ABLC wants to shape sodium-ion policy
ABLC plans to focus on several policy priorities. First, it wants to scale domestic midstream processing. Next, it aims to support offtake for sodium-ion cells. It also wants procurement pathways that create long-term demand for domestic content. In other words, the coalition is pushing for policies that connect manufacturing growth with dependable market demand.
The group also wants sodium-ion technology included in industrial policy and energy-security planning. That goal matters as the US grid faces rising demand. For example, utilities and policymakers are studying how to maintain reliability while electricity use climbs. Growth in AI data centers adds even more urgency. Because of that, ABLC sees stationary energy storage as a national priority.
ABLC sees room for US sodium-ion leadership
China currently leads sodium-ion manufacturing. However, ABLC says the technology still sits early in its commercialization curve. Because of that timing, the coalition believes the US can still build a leadership position. It says domestic companies can use a strong resource base to support supply chain growth at home.
The coalition also highlights growing market momentum. American companies have announced more than 15 GWh of planned sodium-ion storage offtakes, according to ABLC. That figure shows meaningful commercial interest. Moreover, it suggests buyers want more battery options for stationary storage. As utilities and developers expand projects, sodium-ion could play a larger role in the energy mix.
Sodium-ion policy and the case for stationary storage
ABLC frames sodium-ion as a strong fit for stationary energy storage. The coalition says the chemistry offers lower operating costs, long cycling performance, full depth of discharge, and high round-trip efficiency. Those features matter for grid applications, where operators need durable and cost-effective storage over many cycles.
Graeme Grant, chief operating officer of Alsym Energy, emphasized that point. He said sodium-ion offers strong economic advantages for stationary storage. He also noted that the chemistry relies on abundant global resources. In addition, he said the US holds a structural competitive advantage in some of those inputs. He added that none of them are rare earth minerals.
What the coalition means for the battery industry
The launch of ABLC gives sodium-ion companies a shared voice in Washington. That matters because battery policy often shapes investment decisions, factory planning, and project pipelines. A unified industry group can better explain how sodium-ion fits into US manufacturing, grid resilience, and energy security goals.
Furthermore, the coalition could help connect developers, suppliers, and policymakers around common standards and priorities. If federal agencies expand procurement access and incentive eligibility, sodium-ion companies may gain faster routes to scale. That progress could strengthen domestic manufacturing and broaden the country’s battery portfolio.
Overall, ABLC has entered the policy debate at a key moment. Power demand is rising, utilities need flexible storage, and domestic supply chains remain a major focus. Against that backdrop, the coalition wants sodium-ion policy to move higher on the federal agenda. Its message is clear: sodium-ion can support US energy storage growth, expand domestic battery production, and help build a more secure supply chain.
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