Market update · Global
Samsung SDI Secures 1 GWh US-Made NCA Battery Storage Supply Agreement with Alpha Omega Power
Samsung SDI's Michigan-based subsidiary will supply 1 GWh of nickel cobalt aluminum (NCA) battery storage to Alpha Omega Power (APO) in the United States. The supply agreement includes containerized Samsung Battery Box 1.7 units, with all cells and modules manufactured domestically at Samsung SDI’s Kokomo, Indiana plant. The projects are planned for construction in 2027 across WECC and ERCOT markets.
SolTraCo market update · · 3 min readSupply Agreement Details
Samsung SDI has signed a deal to supply 1 GWh of NCA battery storage to Alpha Omega Power, a utility and independent power producer in the US. The supply includes Samsung Battery Box 1.7 containerized energy storage units, scheduled for delivery before the end of 2026 and construction starting in 2027.
The projects will be located in the Western Electricity Coordinating Council (WECC) and Electric Reliability Council of Texas (ERCOT) energy markets.
Manufacturing and Technology
All battery cells and modules will be manufactured at Samsung SDI’s StarPlus Energy plant in Kokomo, Indiana, ensuring domestic production. The Samsung Battery Box 1.7 uses high-nickel NCA chemistry, offering 17% higher energy density than its predecessor while maintaining the same 20-foot footprint.
The battery storage solution incorporates Samsung SDI’s proprietary Enhanced Direct Injection technology, which injects fire-extinguishing agents directly into individual battery modules to enhance fire safety.
Market Context and Strategic Importance
This agreement marks a significant investment by APO into NCA chemistry battery storage, in a market where lithium iron phosphate (LFP) chemistry currently leads. It also strengthens the domestic supply chain amid potential US government restrictions on imported power equipment.
Samsung SDI has now been contracted to supply a total of 1.5 GWh of energy storage to APO, following an earlier contract signed in 2025.
Industry Perspectives
Fabrice Hudry, president of ESS at Samsung SDI America, highlighted the company’s differentiated technology and US production capabilities as key to expanding in the North American energy storage market.
Paul Choi, CEO of Alpha Omega Power, emphasized that American-made ESS from Samsung SDI will play an important role in APO’s growth and strengthen the domestic supply chain supporting next-generation energy infrastructure.
Sources
This update is an original SolTraCo synthesis of the linked industry sources. Reported facts and commercial interpretation are kept separate. It does not contain confidential deal information and is not investment, legal or technical advice.
