AI-native materials · Sodium-ion anodes
Unifica Material is a vertically integrated, AI-native materials company. We own the chain from coconut shell supply in Vietnam to battery-grade hard carbon, and use machine learning to control every step. The result: sodium-ion cell makers get a credible second source that performs the same every batch.
2026 is the year sodium-ion moved from pilot lines to purchase orders. CATL alone signed a 60 GWh supply deal this spring. With demand projected at 400 to 500 GWh by 2030, hard carbon becomes a roughly $9B-a-year anode market. Cell makers are choosing suppliers now, and with qualification cycles of 12 to 18 months, whoever qualifies first becomes the default source. Yet qualified supply outside China is still thin.
Coconut shell is a dense, low-ash agricultural by-product with a naturally favorable carbon structure. No new land, no petroleum pitch.
Natural feedstock varies. We control that variation from shell sourcing through carbonization, so cell makers qualify one material, not a moving target.
Built from the start for traceable, non-Chinese supply chains, so our customers can document where their anode material comes from.
AI platform
Most AI-for-materials companies stop at prediction. We own the feedstock, the process and the data, so our models act on real production. This is a vertically integrated application of AI in the physical world.
01 · Sense
Before it enters the process, each lot of shell is measured for ash, moisture, elemental composition and particle size.
02 · Predict
Machine-learning models link feedstock and process parameters to capacity and first-cycle efficiency before a batch is fired.
03 · Control
Pretreatment and carbonization profiles are adjusted to each lot, absorbing natural variation instead of passing it to the cell.
04 · Learn
Results from our own lines and our customers’ cell tests flow back into the models, so the platform compounds with every run.
Vietnam supply chain
An engine is only as good as what feeds it. Ours runs on a trusted, physical position at the source: production rooted in Vietnam’s coconut belt, built on long-standing family relationships in the coconut industry. That position takes years to earn, and it cannot be bought or downloaded.
Shell collection and carbonization close to where coconuts are processed, for shorter logistics and tighter control of what goes into the furnace.
Access built over years with growers and processors gives us priority on quality shell. A new entrant cannot buy that overnight.
A Taiwan-owned feedstock supplier and documented chain of custody, so customers can show exactly where their anode material comes from.
Owning the physical chain is what feeds the AI: shell-to-cell data that a pure software company never sees.
Where we are
Now
Lab-scale proof of concept on coconut shell precursors.
Next
Scale-up runs and batch consistency data.
Then
Samples to sodium-ion cell makers for qualification.
Later
Production capacity sized to qualified demand.
Team
Co-founder, Technology
Materials scientist who has taken AI-developed materials from lab to market. At DuPont, built a machine-learning platform for materials development and used it to successfully commercialize new materials. Later co-founded Loop CO2, a university spin-out making CO2-derived polymers, as CTO. Chemistry PhD from Univ. of Minnesota.
Co-founder, Supply Chain
15+ years in operations across coconut sourcing and processing. Has managed raw-material supply chains and built carbon sourcing networks across Asia, with a deep network in the sodium-ion (NIB) industry.
Angel Investor & Advisor
Serial entrepreneur with 30 years of building companies. Founded ten ventures across engineering, trading and technology, including an engineering firm that is still thriving today. Has spent over 25 years building business relationships in Vietnam, and the last decade growing a coconut oil business there.
We’re speaking with cell makers and partners ahead of sampling. Tell us what you need.