Dear Reader,

I've been watching the battery wars for years.

China dominated. Controlled the supply chains. Mined the lithium. Built the factories. America bought their batteries and called it progress.

Not anymore.

Sodium-ion batteries just changed everything. And most people have no clue what's happening.

Here's what nobody tells you about lithium batteries. They're expensive. The supply's limited. Mining destroys the environment. And they catch fire.

Oh, and China controls most of the supply chain.

That's a problem when China's openly hostile to American interests. When tensions rise, your electric car becomes a national security risk.

Sodium fixes all of that.

Sodium's everywhere. In seawater. In rocks. In your salt shaker. Cheap. Abundant. Non-toxic.

And the batteries? They work just like lithium-ion. But better in key ways.

China saw this coming. Their battery giants—CATL and BYD—invested billions in sodium-ion tech.

CATL launched their Naxtra line in 2025. Already manufacturing at scale. BYD's building massive production facilities.

They're putting sodium batteries in cars. JMEV's EV3 already has the option. HiNa Battery's equipping low-speed EVs. Yadea launched four electric scooter models running on sodium in 2025.

China's moving fast. Because they understand what's at stake.

Here's where it gets interesting.

Natron Energy in Santa Clara, California, just opened America's first commercial-scale sodium-ion battery factory. In Holland, Michigan.

Not China. Michigan.

They invested over $40 million upgrading a former lithium-ion plant. The Department of Energy kicked in $19.8 million through ARPA-E. That's government money actually doing something useful for once.

The Holland facility produces 600 megawatts annually. Creating over 100 jobs. All American workers. All American materials.

Natron's using Prussian blue chemistry. Charges in 15 minutes. Lasts over 50,000 cycles. Can't catch fire. Zero lithium, cobalt, copper, or nickel.

Made entirely from abundant, domestic materials.

Then there's Peak Energy in Broomfield, Colorado. Founded by Tesla and Northvolt veterans. They just raised $55 million to scale sodium-ion production for grid storage.

They're not screwing around. They're targeting double-digit gigawatt production by 2030. All made in America.

And here's the kicker: Natron just announced a $1.4 billion gigafactory in North Carolina. Producing 24 gigawatts annually. That's 40 times their current capacity.

Over 1,000 jobs. $3.4 billion economic impact over 12 years.

America's building what China thought they'd monopolize.

Everyone talks about electric cars. That's not where the real action is.

It's grid storage. Data centers. Renewable energy.

Solar and wind are great. Except they don't work when the sun's down or the wind stops. You need massive battery systems to store that energy.

Lithium-ion works. But it's expensive. And dangerous. Data centers filled with lithium batteries? That's a fire hazard.

Sodium-ion solves both problems. Cheaper. Safer. Enhanced thermal stability. Long cycle life.

Peak Energy's already deploying grid-scale sodium-ion storage. Not planning. Deploying.

And with AI exploding, data centers need massive amounts of 24/7 power. Sodium-ion batteries can handle peak loads better than lithium. They charge faster. Last longer.

Natron's targeting data centers, EV charging stations, and industrial applications. All markets lithium struggles with.

Let's be honest about limitations. Sodium-ion's energy density is lower than high-end lithium-ion. That matters for long-range EVs.

But for small passenger cars? Logistics vehicles? Grid storage? It's already sufficient.

And it's improving every year.

China's already using sodium batteries in scooters and delivery vehicles. Shenzhen's piloting battery-swapping stations for sodium-ion packs. Commuters and delivery drivers are testing them right now.

The technology works. It's proven. It's scaling.

This is bigger than batteries. It's about energy independence.

China controlled lithium supply chains. Now America's building sodium capacity domestically.

No conflict minerals. No environmental destruction. No dependence on hostile nations.

And the investment opportunities? Just getting started.

Sodium-ion is where lithium-ion was 15 years ago. Early stage. Massive growth potential.

Companies like Natron and Peak Energy are leading. More will follow.

The grid storage market alone is massive. Trillions of dollars over the next decade.

For decades, China owned the battery game. They had the resources. The manufacturing. The scale.

Sodium-ion just reset the board.

America has the technology. The talent. The factories are coming online. And most importantly, abundant domestic sodium.

This isn't about electric cars. It's about energy storage for the AI revolution. For renewable grids. For data centers powering everything.

China moved first. But America's moving smarter.

Natron's factory in Michigan is operating. Peak Energy's scaling in Colorado. The North Carolina gigafactory is coming.

The battery revolution isn't happening in China anymore.

It's happening in America.

And if you're paying attention, you'll see the opportunity before the herd does.

Because that's how wealth gets built. Early. Before everyone else figures it out.

Sodium-ion is real. It's here. It's scaling.

The question is: are you paying attention?

Robert Kiyosaki

Editor, Money Power and Profit

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