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America's First Sodium-Ion Battery Manufacturer Ceases Operations (wral.com) 85

Grady Martin writes: Natron Energy has announced the immediate cessation of all operations, including its manufacturing plant in Holland, Michigan, and plans to build a $1.4 billion "gigafactory" in North Carolina. A company representative cited "efforts to raise sufficient new funding [being] unsuccessful" as the rationale for the decision.

When previously covered by Slashdot, comments on the merits of sodium-ion included the ability to use aluminum in lieu of heavier, more expensive copper anodes; a charge rate ten times that of lithium-ion; and Earth's abundance of sodium -- though at least one anonymous coward predicted the cancellation of the project.

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America's First Sodium-Ion Battery Manufacturer Ceases Operations

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  • Not the point. (Score:3, Insightful)

    by GotNoRice ( 7207988 ) on Friday September 05, 2025 @09:06PM (#65642370)
    There was never going to be any batteries. The government money went into the pockets of the people who it was intended for. It's purpose was served.
    • by ArmoredDragon ( 3450605 ) on Friday September 05, 2025 @09:23PM (#65642398)

      You do have to like how the editors give shoutouts to obvious troll posts.

      • Literally Slashdot not respecting its own moderation system, promoting a post in summary (which is very rare) that has been downvoted to a 1.

        • Re: (Score:2, Informative)

          by Anonymous Coward
          ACs post at zero. The linked comment is modded at +1 insightful, so wound up up modded (two ups in a row!). Lowest a post can go is -1. FYI
        • /. doesn't belong to us. It belongs to them.

          They are not us.

    • Re: Not the point. (Score:4, Insightful)

      by Mr. Dollar Ton ( 5495648 ) on Friday September 05, 2025 @09:47PM (#65642444)

      Based on what evidence? There must be something more than the comment of an anonymous troll on /. to make you claim corruption.

      • "It would be politically convenient to me so it must be true".

        The truth, though, is that this is the kind of strategic industry that China wants to have operating from home, so any competitor that wants to build up needs to get clear policy support. That's gone, so these industries are going.

        • China is way ahead in sodium batteries, and it's too late for the West to catch up, even with massive subsidies.

          Top battery manufacturers in China [batteryswapcabinet.com]

          Chinese sodium batteries are mostly going into their own grid backup, but exports are growing fast.

          • Re: Not the point. (Score:5, Interesting)

            by AleRunner ( 4556245 ) on Saturday September 06, 2025 @03:25AM (#65642842)

            They'd never catch up, but with the right support they could stay in the game simply by supplying high security needs, such as backup power supplies in military bases and even secure data centers. The fact there are ten manufacturers in China says there's plenty of space in the market as long as you have high automation and reasonable costs. I can't comment about this specific company, but if America as a whole ends up without any sodium battery manufacturing, that's a failure of belief caused by a failure of policy.

    • Re:Not the point. (Score:4, Insightful)

      by Anonymous Coward on Saturday September 06, 2025 @01:57AM (#65642744)

      Naw, once "Are you my daddy?" Trump was elected, renewables were an endangered species. Big Oil pumps too much money into his campaign and Crypto Con.

      If I were building a battery manufacturing plant, I would also pause for the next four years until the climate improved.

    • Need a full accounting of all of the government subsidies, grants, research handouts, whatever plus all of the lobbying money spent by the company, its executives, their families, and any affiliated non-profits.

      The headline should be X million in government money wasted on handouts to a failed Y startup.

  • by JoshuaZ ( 1134087 ) on Friday September 05, 2025 @09:12PM (#65642376) Homepage
    Investment right now is hard since Trump is making everything unstable. People do not want to invest when there's instability. Trump's administration has also taken an extremely anti-EV and anti-solar/anti-wind position, which means for the next few years, all the obvious use cases for these systems will be at best precarious.
    • by CEC-P ( 10248912 )
      Both sides of the aisle are behind AI which needs a mountain of upgrades to the electrical grid. So I don't think this is quite true.
      • AI which needs a mountain of upgrades to the electrical grid

        This is actually the single reason why I want to see more AI investment, especially for companies like fecebook, apple, and amazon, who are going basically nowhere with it but still need to invest heavily into the grid in order to have it. I honestly don't think AI is going to deliver on much of what it promises any time soon. But in the short-to-mid term, throwing a lot of investment into e.g. nuclear power (which we're incredibly behind on because the surrounding regulations are borderline insanity here)

    • by Anonymous Coward

      People do not want to invest when there's instability.

      I posted this previously, I work for a company which has cancelled just over $1bn of future investment in the USA covering multiple projects. A bit of it was wind, (one wind farm included local storage), but also 2 gas projects, one being an energy project, the other an export project (LNG liquification plant). The latter was especially lucrative to the current administration which wants to maximise gas exports, especially to Europe.

      The reason for the cancellation? Investment risk. We knew Trump had a hateb

  • I just saw where they've got sodium ion batteries coming out the factory door at $10/kwh.
    • Not relevant. The world doesn't give up when one company produces something. In the mean time investment is going ahead elsewhere. CATL hasn't stopped Germany from confirming a $54million grant with Altech to build a sodium battery production facility in Saxony only a few days ago. But you need a government actually interested in investing in local production for that to happen.

      • True that but it's probably something else they had on their list. Plus all the hostility towards solar and wind power is another lost market for them.
  • Wanna bet that their business plan, much like Solyndra's business plan back in the day, was based on nearly endless supplies of government-backed money to fund their business when rational investors wouldn't...

    A company representative cited "efforts to raise sufficient new funding [being] unsuccessful" as the rationale for the decision.

    Once Trump got into office, the money spigot got turned off, and lots of otherwise risky/speculative projects like this one will struggle to find funding.

    (As a reminder, the government allowed Solyndra to solicit their final round of funding (before going out-of-business) by guaranteeing the final-rou

    • Re:Wanna bet... (Score:5, Informative)

      by pixelpusher220 ( 529617 ) on Friday September 05, 2025 @11:09PM (#65642592)

      Fun fact, the DOE program that funded Solyndra.....made MILLIONS in profit.

      https://www.npr.org/2014/11/13... [npr.org]

      Total loaned $34.2 billion
      Losses $780 million 2.28% default rate is damned good.
      Repayment $810 million in interest payments
      $30 million profit

    • by Cyberax ( 705495 )

      Wanna bet that their business plan, much like Solyndra's business plan back in the day, was based on nearly endless supplies of government-backed money to fund their business when rational investors wouldn't...

      Their business plan was to develop sodium-ion batteries. This requires a lot of speculative research, which requires time and money. Meanwhile, Chinese CATL launched a new sodium-ion battery line. And BYD is building a $2B sodium-ion factory right now.

      In 5 years, the US will face international battery competition from two fronts: solid-state batteries for high-performance cars and electronics, and sodium-ion batteries for grid-scale projects and cheap cars. With thousands of patents protecting all the imp

      • Heard the US is researching dinosaur juice fueled dishwashers. You know, for true patriots! I mean if all the others are going green, why should the US? Let them reduce CO2 so we can live our own way. It is the art of the deal. (/s)
    • Exactly; if their plans were not profitable without endless supplies of tax money flowing into their pockets, they never really intended to build anything.

      • if their plans were not profitable

        Virtually all pilot projects / early creations relying heavily on R&D investment aren't profitable. Clearly Tesla didn't intend to build any cars right? I mean they showed no path to profitability without government support, hell they showed no path to profitability for most of the first decade *with* government support. Should the government have pulled the plug there too?

        The point of government investing in moon-shot projects like this is to create an industry. The first players usually aren't profita

    • Once Trump got into office, the money spigot got turned off, and lots of otherwise risky/speculative projects like this one will struggle to find funding.

      You seem to be thinking that the purpose of government programs like this is to turn a profit. That couldn't be wildly incorrect. The whole point about such investments is to foster an industry that leads to dominance in a market and a position of power in the world. Tesla brought out the first EV. Tesla built the first grid scale lithium battery. And yet you look to many countries China, a country who at the time had no car industry of significance, whose biggest local car companies were Volkswagen and Aud

  • What more can you say... lolol
  • It is only very seldom that 'a breakthrough in battery technology', as the popular press and those with a vested interest are wont to proclaim, makes it into production.

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