ESS CEO to Highlight $1B Sodium-Ion Opportunities at Sidoti Conference — ESS Tech, Inc.

Event summary

ESS CEO Drew Buckley to present at Sidoti Micro-Cap Virtual Conference on August 19, 2026, at 4:00 p.m. ET.
Company highlights $1B early-stage opportunities in data center, critical infrastructure, and utility markets.
ESS signed LOI with Alsym Energy for 8.5 GWh of U.S.-made sodium-ion cells and modules.
Non-binding LOI with Juniper Energy for 500 MWh+ of sodium-ion energy storage, anchored by a 10 MW/80 MWh California utility project.
Potential business combination with private energy sector company valued at $515M enterprise value.

The big picture

ESS is pivoting from lithium to sodium-ion as its core strategy, capitalizing on growing demand for domestically sourced, non-lithium energy storage solutions. The company's focus on data centers, critical infrastructure, and utilities positions it to benefit from increasing energy resilience needs. The potential business combination suggests strategic consolidation in the energy storage sector.

What we're watching

Commercial Traction: How ESS will convert demand for sodium-ion solutions into signed contracts and revenue.
Business Combination: Whether the proposed $515M transaction will materialize and its potential impact on ESS's market position.
Domestic Production: The pace at which ESS can scale U.S.-made sodium-ion cell and module production to meet market demand.