GM Targets U.S. Battery Chain in 2-3 Years as 2029 Sodium-Ion Production Nears
Updated
Updated · TU News · Sep 12
GM Targets U.S. Battery Chain in 2-3 Years as 2029 Sodium-Ion Production Nears
3 articles · Updated · TU News · Sep 12
Summary
GM said it wants a fully domestic U.S. battery supply chain for energy storage and future EVs within two to three years, sharpening its push to cut reliance on Chinese materials.
Peak Energy is GM’s partner on sodium-ion cells, with commercial production targeted around 2029 using more U.S.-available inputs such as sodium from soda ash instead of lithium-heavy chemistries.
China still controls roughly 80% of global battery production, with the IEA saying it makes about 85% of cathode active material and more than 90% of anode active material.
Washington’s pressure is rising: Transportation Secretary Sean Duffy this week criticized Ford’s CATL licensing ties, while GM argues a domestic sodium-ion path could leapfrog China rather than mirror its supply chain.