GM bets on sodium-ion storage and V2G at home

General Motors used its 'Empower' event in San Francisco on June 9, 2026 to make three major announcements. For the energy sector, the most significant is GM's commitment to developing sodium-ion grid-scale battery storage, manufactured in the United States. Sodium-ion chemistry uses abundant, lower-cost materials and avoids cobalt and nickel — making it an attractive candidate for large-scale stationary storage where energy density matters less than cost and supply chain resilience.

Why sodium-ion matters for grid storage

Demand for grid-scale storage is accelerating worldwide as solar and wind penetration increases. Sodium-ion cells are not yet at full commercial scale, but several manufacturers — including CATL in China — have already begun production. GM's entry signals that the technology is attracting serious investment in the US market as well. For solar farm operators and utilities, a domestically produced, cobalt-free alternative to lithium iron phosphate (LFP) could be a significant cost and supply chain advantage.

V2G: your EV as a home battery

GM also announced the activation of vehicle-to-grid (V2G) capability for existing customers via a software update — no new hardware required. This is directly relevant for solar households: an EV parked at home can act as a large battery, storing excess solar generation and discharging to the home or grid when needed. V2G regulations vary across EU member states and are still being developed in many markets, but the technical foundation is now being put in place by a major automaker.

Taken together, these two announcements position GM as more than a car company — it is entering the energy storage business in a meaningful way. Whether sodium-ion grid batteries will compete with established LFP systems on price and cycle life remains to be seen, but the direction of travel is clear: EVs, home solar, and grid storage are converging.