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6/10

StorageStack Decisions

A procurement decision tool for utility-scale and data-center storage planners that compares sodium-ion, LFP, and flow batteries on a 20-year total-cost basis using your specific climate, cycling profile, and discharge curve — not vendor brochure numbers.

Target user

Energy storage procurement leads at investor-owned utilities and hyperscale data center operators

Features
  • Site-specific TCO model that pulls your NOAA climate data and penalizes chemistries that need active cooling in hot sites
  • Chemistry scorecard updated monthly from independent test data (not vendor PR) on cycle life, degradation, and safety incidents
  • 'AI workload' preset for data centers that values round-trip efficiency and 24/7 cycling; separate 'solar smoothing' preset for utilities
  • RFP generator that exports your weighted scorecard into a vendor questionnaire you can actually send
Why now

GM backing Peak Energy means sodium-ion is now a real two-horse race against LFP in the U.S., and the article explicitly shows incumbents fail because they can't match LFP on price-per-cell — buyers need an independent model that captures the 20-year total-cost case Peak is making.

Signals · overall 6/10
Demand
8/10

GM/Peak partnership (June 2026) and GM Ventures strategic investment confirm sodium-ion is now a real procurement option vs LFP; multiple industry sources flag the LCOS comparison as the make-or-break decision for BESS buyers in 2025-2026.Peak and GM Partner to Scale Next-Generation Energy Storage TechnologyGM Backs Sodium Ion Batteries for U.S. Grid Storage

Whitespace
4/10

Market is already served by Wood Mackenzie Lens, BloombergNEF NEO, Aranca's calculator, and a wave of consultancies/Substack-style guides (jisenergy, sdvguru, battery.mba, howtostoreelectricity) doing exactly this chemistry-vs-chemistry LCOS writeup, leaving narrow SaaS whitespace against high-end data subscriptions.Energy Storage Market Data & Forecasts | Lens | Wood MackenzieEnergy Storage Cost Calculator - aranca.com

Monetization
5/10

Hyperscalers and IOUs do pay for storage analytics via $15-50k/yr data subscriptions and bespoke consulting, but the buying group is small and sales cycles are long; no evidence yet of standalone SaaS at meaningful ACV in this niche.US Energy Storage Monitor | Wood MackenzieLCOS Calculator | Levelized Cost of Storage Analysis Tool

Longevity
8/10

BESS procurement decisions for utility and hyperscale buyers will remain a multi-decade problem tied to the energy transition and AI data-center load growth; 20-year TCO framing stays relevant.Peak Energy, GM partner to scale domestic sodium-ion battery supplies

Feasibility
5/10

Public climate, cycling profile, and round-trip efficiency data plus vendor specs are sufficient to build a defensible 20-year LCOS model, but accurate cell-level degradation curves for sodium-ion are scarce and need primary-research or licensing to validate.Sodium-Ion vs LFP BESS LCOS: A Complete Technoeconomic Analysis

GM Backs Sodium Ion Batteries for U.S. Grid Storage · 84 points · 26 commentsHacker News · 2026-07-26 (today)