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AnalystConsensusTarget's

Fair Value

Fair Value US$2 50.7% undervalued

Long Duration Storage Demand Will Drive Future Upside Despite Near Term Execution Risks

About GWH

Founded: 2011
Employees: 62
CEO: Drew Buckley
WebsiteView website: essinc.com

ESS Tech, Inc., an energy storage company, engages in the design and production of iron flow batteries for commercial and utility-scale energy storage applications worldwide. It offers energy storage products, which include Energy Warehouse, a behind-the-meter solution; and the gigawatt-hour energy base storage product, a fully configurable layout that integrates with any site location and that allows the power to be decoupled from the capacity. The company was founded in 2011 and is headquartered in Wilsonville, Oregon.

Recent GWH News & Updates

Announcement • Jun 23

Ess Tech Announces Development of U.S.-Made Sodium-Ion Battery Energy Storage System

ESS Tech, Inc. announced strong early customer engagement for its planned U.S.-made sodium-ion battery energy storage system (BESS) offering, focused on short- and medium-duration applications that have historically been served by lithium-ion systems. Since announcing its letter of intent with Alsym Energy seven weeks ago, ESS has generated significant customer interest for sodium-ion solutions across data centers, critical infrastructure, and utility markets, exceeding demand expectations with limited outbound marketing. The company has now developed early-stage opportunities approaching $1 billion for its sodium-ion solutions and is accelerating development of its sodium-ion BESS platform to meet growing near-term demand for safer, domestically sourced energy storage solutions. Across the power sector, including hyperscalers and fast-growing data centers, customers are racing to secure storage that is safe, fast to deploy, and free of supply chain risk. They need systems that avoid the fire and insurance exposure of lithium-ion, meet aggressive delivery timelines, and eliminate Foreign Entity of Concern exposure. Sodium-ion is uniquely suited to fill that gap: it virtually eliminates thermal runaway risk and uses abundant, domestically available materials rather than constrained lithium supply chains. The company will continue development of its iron flow battery technology for long-duration applications while streamlining its Wilsonville operations, reducing expenses and cash burn, to reallocate capital toward the sodium-ion and related solutions with greater near-term revenue potential. ESS soon plans to announce sodium-ion container, rack, and hardware solutions, as well as digital software offerings to optimize battery and system health, to support the customer opportunities.

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ESS Tech, Inc. Stock Price

GWH Share Price Performance

GWH Community Narratives

Long Duration Storage Demand Will Drive Future Upside Despite Near Term Execution Risks

Long Duration Storage Demand Will Drive Future Upside Despite Near Term Execution Risks

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GWH: Sodium Ion Platform And New Horizon Progress Will Drive Rebound

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ESS Tech, Inc. Key Details

About GWH

Recent GWH News & Updates

GWH: Sodium Ion Platform And New Horizon Progress Will Drive Rebound

Ess Tech Announces Development of U.S.-Made Sodium-Ion Battery Energy Storage System

ESS Tech, Inc. Announces Board and Committee Changes, Effective June 12, 2026

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