Peak Energy Secures Landmark 4.75 GWh Sodium-Ion Contract with Jupiter Power

U.S.-based energy storage developer Peak Energy announced a multi-year, phased agreement with Jupiter Power LLC, a major operator of utility-scale battery energy storage systems, to supply up to 4.75 gigawatt-hours (GWh) of sodium-ion battery technology. The supply agreement, scheduled for deployment between 2027 and 2030, underscores increasing confidence in the commercial viability of sodium-ion as an alternative to lithium-ion for large-scale grid applications.

The deal’s first phase involves the delivery of approximately 720 megawatt-hours (MWh) of storage capacity in 2027. According to the company, this initial delivery represents the largest single deployment of sodium-ion batteries announced globally to date. The overall contract, which includes an option for a further 4 GWh reservation spanning 2028 through 2030, could exceed $500 million in value.

The transition toward non-lithium battery chemistries is being driven by the need for stable, cost-effective energy storage to manage rising grid demand, fueled in part by expanding data centers and Artificial Intelligence (AI) operations. Unlike lithium, sodium is abundant and widely accessible, offering the potential for improved supply chain security.

Peak Energy claims its sodium-ion batteries offer several operational advantages, including lower operations and maintenance (O&M) costs and reduced degradation over the system’s twenty-year lifespan compared to existing lithium-ion technology. The system utilizes a proprietary, passively cooled design that eliminates the need for active cooling, which the company states cuts auxiliary power consumption by up to ninety-seven percent.

Landon Mossburg, chief executive officer and co-founder of Peak Energy, stated that the scale of the deployment "proves that sodium is ready for today" in grid-scale storage. Mike Geier, Chief Technology Officer at Jupiter Power, said the company was excited to support domestic battery manufacturing and called Peak Energy's innovation approach a “potential game changer for the industry.”

This agreement follows the recent commercial launch of Peak Energy’s grid-scale sodium-ion system. While China currently leads global sodium-ion deployment, the partnership between Peak Energy and Jupiter Power signals a significant step forward in establishing and scaling a domestic sodium-ion battery supply chain within the United States.

By Michael Kern for Oilprice.com

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