General Motors is developing new battery technology using sodium ions to expand its energy storage business in the latest pivot by a US carmaker to capitalise on surging electricity demand from the AI boom.
The Detroit automaker will partner with Peak Energy, a US start-up, to scale up production of the batteries using North American supply chains from 2028.
Kurt Kelty, head of GM’s battery business, told the FT that the technology would be “manufactured here by Americans with American management” and would seek to “leapfrog” Chinese rivals that dominate the global battery sector.
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