pv magazine USA commentary: U.S. project requirements are shaping sodium-ion battery specifications

In a pv magazine USA commentary, ESS Inc. Chief Commercial Officer Randy Selesky writes that domestic content thresholds, foreign-entity-of-concern restrictions and Executive Order 14421 are driving U.S. developers to trace cell origin, cathode and anode material sourcing, cell finishing and system integration locations, and corporate ownership across the supply chain. He says sodium-ion has a structural advantage because it avoids concentrated lithium, nickel, cobalt and manganese supply chains, and that UL 9540A test data at the cell, module, unit and installation levels drives deflagration venting, suppression sizing, setbacks and fire service response plans.