NAS battery systems from NGK Insulators
Image: NGK
By ESS news
At its Board of Directors meeting on October 31, 2025, Japanese ceramics manufacturer NGK Insulators announced that it had decided to cease production and sales of its sodium sulfur batteries (NAS) under its Energy Storage Business and to stop accepting new orders.
The company estimates that costs associated with this decision will be approximately ¥18,000 million (US$117 million), which is expected to be recorded as extraordinary losses in the fiscal year ending March 2026.
In its first half 2025 results, NGK reported that it had been in discussions with BASF, its partner, since 2019 to expand supply capacity and realize cost savings in response to expected growth in energy storage demand. However, these discussions were halted in September 2025.
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