General Motors Taps Peak Energy for Sodium-Ion Grid Storage, 2028 Launch
GM•General Motors launched GM Energy with Peak Energy to develop sodium-ion grid storage cells for delivery after 2028, backed by an undisclosed GM Ventures investment. GM partners with Redwood Materials on battery recycling and second-life applications to tap AI data center demand that doubled stationary storage since 2024.
1. GM Energy Unveils Sodium-Ion Grid Storage Initiative
General Motors has launched GM Energy’s first major product by partnering with Peak Energy to develop sodium-ion battery cells for grid-scale storage. Deliveries are expected after 2028, and GM Ventures has made a strategic investment to support production of this lower-cost, passive-cooling chemistry.
2. Battery Recycling and Second-Life Projects with Redwood Materials
GM has teamed up with Redwood Materials to recycle end-of-life EV batteries and deploy repurposed cells into stationary storage systems. This collaboration aims to reduce raw material costs and extend battery life cycles in commercial and utility-scale applications.
3. Strategic Context: AI Data Centers and Market Opportunity
Stationary storage installations have doubled since 2024, driven by AI data center expansion that could nearly triple energy demand by 2030. With Tesla controlling over 80% of last year’s 57 GWh installations, GM seeks to diversify beyond EVs by building a foothold in the growing grid storage market.
