Kurt Kelty, GM’s vice chairman of battery and sustainability, speaks June 9, 2026, in the course of the automaker’s “Empower” occasion wherein it introduced the event of sodium-ion batteries for power storage techniques.
Courtesy GM
DETROIT — Common Motors is within the early phases of growing next-generation battery cells that the corporate believes can scale back U.S. dependence on China, whereas boosting domestically sourced supplies.
“We’re growing a provide chain such that, two years from now, three years from now, it will likely be home,” Kurt Kelty, GM vice chairman of battery and sustainability, instructed CNBC throughout an unique interview. “That is what we’re aiming for — once we get into market, we have got a home supply for that.”
Kelty was referring primarily to battery cells that the automaker expects to make use of in power storage techniques, or ESS, that are stationary units for properties and companies, together with knowledge facilities. However the firm plans to equally prioritize home battery cell manufacturing for its future all-electric automobiles, a spokesperson reaffirmed to CNBC.
Kelty’s feedback got here days earlier than GM’s crosstown rival Ford Motor fielded criticism by the Trump administration for its ties to Chinese language corporations, together with for home battery cell manufacturing.
For ESS, GM has partnered with Denver-based startup Peak Vitality to develop sodium-ion battery cells. The thought is to decrease the necessity for supplies that China dominates — corresponding to lithium and ferrous sulfate, a byproduct of titanium manufacturing — and as an alternative, use domestic-made batteries using extra prevalent supplies within the U.S., corresponding to sodium from soda ash.
GM is engaged on a wide range of battery chemistries for various functions of ESS in addition to its EVs. Very like baking, every ingredient and the quantity put right into a battery cell can change the end result of the product. Within the case of battery cells, that may imply variations in efficiency, price and stability.
GM expects to launch industrial manufacturing of sodium-ion battery cells with Peak round 2029. Within the meantime, it is producing different chemistries for ESS and EVs that use undisclosed quantities of supplies from China.
Common Motors power is seen on the New York Worldwide Auto Present on April 16, 2025.
Danielle DeVries | CNBC
Most battery cells at present depend on uncooked supplies from China. The Worldwide Vitality Company reviews the nation produces about 85% of the world’s EV battery cathode energetic materials and greater than 90% of anode energetic materials, resulting in an 80% management of battery manufacturing.
For instance, China largely controls the sourcing and manufacturing of lithium iron phosphate, or LFP, batteries by its provide chains. GM at present manufactures LFP cells with its accomplice LG Vitality Resolution within the U.S. for ESS, whereas Ford has licensed expertise from China’s CATL for LFP battery cells for its EVs and ESS plans.
“It is a actually good story, since you’ve acquired the sources [in the U.S.] that you could maintain it completely home,” Kelty mentioned. “It will take a while to construct this trade up, however the potential for sodium-ion is simply a lot higher than LFP.”
At a foundational degree, a sodium-ion battery works very like a lithium-ion battery, however GM says it has the potential to carry out throughout a wider vary of
temperatures and for extra cycles.
Courtesy GM
The Trump administration has positioned explicit concentrate on build up the U.S. battery provide chain and decreasing its reliance on China.
And, earlier this week, Transportation Secretary Sean Duffy expressed “profound concern” over Ford’s China ties, particularly citing the CATL licensing. That is regardless of Ford being the top-producing automaker of automobiles within the U.S.
Kelty, days earlier, mentioned of Ford, “they’re following a special path.”
“We predict it is extra priceless to develop this all domestically, benefit from home provide chains, and develop a expertise that is really higher than the incumbent expertise,” mentioned Kelty, a former battery govt with U.S. EV chief Tesla.
‘Leapfrog’ China tech?
Sam Abuelsamid, a battery knowledgeable and vice chairman of market analysis at Telemetry, famous it is going to seemingly take years to cultivate a battery provide chain.
On the identical time, China continues to develop and produce new forms of chemistries, together with sodium-ion.
“There is not any purpose why the LFP supplies could not even be produced right here,” Abuelsamid mentioned. “There’s methods to do this, however … the sodium-ion could be even cheaper and simpler to do.”
Kelty quite a few occasions mentioned GM hopes to “leapfrog” China’s battery applied sciences, noting that competing instantly with Chinese language provide chains or mimicking what that market has already established could be tough.
“The higher factor to do is attempt to leapfrog, give you a special expertise that is really higher that we will really supply right here,” Kelty mentioned.
Kelty mentioned he views sodium-ion as the perfect answer for ESS, as a result of its chemistry and temperature tolerance permit for the cells to operate with out energetic cooling — a serious supply of price and complexity related to ESS. That enchancment means decreasing the price of possession for power storage, he mentioned.
The Warren Battery Cell Innovation Middle on Common Motors’ world tech and design campus in suburban Detroit.
Picture by Steve Fecht for Common Motors
The Detroit automaker is spending $900 million on new battery lab amenities at its world tech campus in suburban Detroit. That features a more-than-500,000-square-foot facility for prototyping manufacturing of cells that is set to start operations later this 12 months.
Nonetheless, that funding quantity is small in contrast with what could be wanted to considerably loosen China’s grip on the trade.
“We’re purposely happening the trail of getting American-developed expertise,” Kelty mentioned. “Batteries are actually crucial for lots of various areas of of our financial system right here.”
— CNBC’s Robert Ferris contributed to this report.