ESS CEO Interviewed on Barcharts Live, Discusses Business Combination and More

Featuring Drew Buckley, CEO

About this Video

ESS CEO Drew Buckley joined Barchart Live on X to discuss the company’s proposed business combination, expansion into sodium-ion energy storage and the growing demand for safer alternatives to lithium-ion.

The conversation explores how ESS is positioning itself to address major energy market opportunities, from renewable energy integration to the rapidly expanding power requirements of data centers. Buckley also discusses the company’s evolving portfolio of non-lithium technologies, including the newly launched Bridge™ modular sodium-ion battery system and ESS’s established iron flow technology for long-duration energy storage.

Key Topics

Proposed Business Combination

Buckley discusses ESS’s proposed business combination, announced through a non-binding Letter of Intent, and how the potential transaction could create a stronger, more diversified platform positioned to capitalize on opportunities across the growing energy storage market.

Bridge™ Sodium-Ion Energy Storage

The conversation explores ESS’s expansion into sodium-ion technology and the launch of Bridge™, a modular 1.2 MWh energy storage system designed for flexible deployment and speed to power.

Buckley highlights sodium-ion’s safety advantages, broad operating temperature range and simplified system architecture, as well as growing customer interest from data centers and renewable energy projects.

Long-Duration Energy Storage

While sodium-ion provides ESS with a solution for short- and medium-duration applications, Buckley explains the continued importance of iron flow technology for applications requiring 20+ hours of long-duration energy storage.

U.S. Supply Chain

Buckley discusses the importance of developing a U.S.-based battery supply chain to improve resilience, increase sourcing visibility and reduce exposure to geopolitical disruption and overseas dependencies.

ESS’s approach centres on abundant, non-lithium materials while supporting domestic manufacturing and helping customers navigate evolving U.S. supply chain requirements.

Featured Insights

  • ESS’s proposed business combination and future growth strategy
  • The launch and commercial potential of Bridge™
  • Growing sodium-ion demand from data centers and renewable energy projects
  • The role of iron flow in long-duration energy storage
  • Building a resilient U.S.-based energy storage supply chain

Watch the full conversation here

Stocktwits Exclusive Interview: The Future of Energy Storage

Featuring Drew Buckley, CEO

About this video

As artificial intelligence accelerates demand for electricity, the energy industry is entering a new era. In this exclusive conversation, ESS CEO Drew Buckley explores how sodium-ion battery technology is helping address the growing power requirements of AI data centres, utilities and critical infrastructure.

Drawing on his experience as both an investor and energy executive, Drew explains why ESS is expanding beyond long-duration iron flow batteries to deliver complementary sodium-ion solutions that prioritise safety, scalability and commercial readiness. He also discusses domestic supply chains, turnkey deployment and the importance of building technologies that are both technically innovative and financially sustainable.

Key Topics

AI is reshaping energy demand

Discover how AI workloads are changing the way electricity is generated, stored and delivered, creating new requirements for faster, more flexible energy storage systems.

Why sodium-ion?

Learn why ESS sees sodium-ion as an important complement to lithium-ion, offering advantages in safety, wider operating temperatures, domestic material sourcing and reduced infrastructure requirements.

Built for commercial deployment

See how ESS is developing turnkey battery systems that simplify installation, integrate seamlessly with existing infrastructure and reduce the complexity of deploying new energy storage technologies.

Scaling with discipline

Drew shares why long-term success depends on balancing innovation with sustainable growth, focusing on product quality, healthy margins and consistent commercial execution rather than rapid expansion alone.

Featured Insights

  • The growing energy demands of AI data centres
  • Sodium-ion vs. lithium-ion battery technology
  • Domestic manufacturing and supply chain resilience
  • Turnkey battery deployment for utilities and hyperscalers
  • Building commercially sustainable energy storage businesses

Related Resources

  • ESS Introduces Bridge™
  • ESS Accelerates Development
  • ESS Strengthens Leadership