북미의 배터리 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the North America battery market size is projected to be USD 34.67 billion in 2025, USD 38.90 billion in 2026, and reach USD 74.08 billion by 2031, growing at a CAGR of 13.75% from 2026 to 2031.

This report is Segmented by Battery Type (Primary and Secondary), Technology (Lead-Acid, Li-Ion, Nickel-Metal Hydride, Nickel-Cadmium, Sodium-Sulfur, Solid-State, Flow Battery, and Emerging Chemistries), Application (Automotive, Industrial, Portable, Power Tools, SLI, and More), and Geography (United States, Canada, and Mexico). The Market Sizes and Forecasts are Provided in Terms of Value (USD).

North America Battery Market Trends and Insights

IRA-Fuelled Gigafactory Build-Out Compressing Pack Costs

Section 45X of the Inflation Reduction Act (IRA) provides USD 35 per kilowatt-hour for cells and USD 10 per kilowatt-hour for modules manufactured domestically, a structure that triggered USD 110 billion of announced battery investments across 13 states since 2022. BlueOval SK secured a USD 9.6 billion Department of Energy loan for twin plants in Kentucky and Tennessee, with the first line online in late 2025. Panasonic ramped its De Soto, Kansas, facility to 30 gigawatt-hours in 2025, while Samsung SDI and General Motors broke ground on an Indiana site targeting a 2026 start-up. These projects lower the breakeven utilization threshold from 80% to 60%, accelerating commissioning schedules and enabling a forecast 40% pack-cost decline from 2022 to 2027. As costs fall, total-cost-of-ownership parity between EVs and internal-combustion vehicles is expected as early as 2027, a full two years earlier than many OEMs originally modeled.

On-Shoring Incentives Reducing Supply-Chain Risk for OEMs

Automakers absorbed USD 2.3 billion of extra logistics costs during the 2021-2022 semiconductor crunch, prompting a pivot toward regional cell production that mitigates shipping disruptions and tariff exposure. The IRA's Foreign Entity of Concern provisions, effective January 2024, disqualify EVs from a USD 7,500 consumer credit if batteries or critical minerals come from Chinese or Russian entities, driving supplier re-mapping. Ultium Cells now runs three U.S. plants totaling 140 gigawatt-hours, trimming cell lead times from 12 to 4 weeks and lowering working-capital needs by about 20%. Stellantis and Samsung SDI followed with a USD 7.3 billion Kokomo facility that secures supply for full-size pickups. Together, these vertically integrated models insulate OEM programs from foreign-exchange swings and logistics bottlenecks, protecting margins during the EV ramp.

Lithium-Price Volatility Widening Project IRR Band

Spot lithium-carbonate prices plunged from USD 80,000 per metric ton in late 2022 to USD 12,000 by June 2024 before rebounding to USD 15,000 by December, a roller-coaster that injected a 12%-15% spread into battery-pack economics. General Motors' Thacker Pass joint venture aims to secure 40,000 metric tons annually by 2027, shielding 800,000 vehicles per year from spot swings. Yet project IRRs remain highly sensitive; sustained prices below USD 18,000 could extend paybacks beyond 10 years, delaying bank financing for mid-tier cell manufacturers. Smaller firms lacking captive lithium struggle to hit the 80% offtake threshold demanded by lenders, throttling greenfield builds and weighing on near-term capacity additions.

Other drivers and restraints analyzed in the detailed report include:

1. Utility-Scale Storage Mandates in CA, NY, TX, BC
2. EV-Driven Average Battery Size Increase (SUV Mix)
3. Mid-Stream Bottlenecks (Foil, Separator) Delay Ramp-Ups

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Secondary rechargeable batteries accounted for 75.5% of the North America battery market share in 2025 and are projected to expand at a 15.5% CAGR to 2031. This growth trajectory reflects surging EV and stationary-storage deployments, both of which require high cycle life and multi-year warranties that favor lithium-ion chemistries. Average pack sizes in electric trucks rose to 78 kilowatt-hours in 2025, lifting cell demand per vehicle and hastening gigafactory utilization ramps. Primary cells, at 24.5% of revenue, grow at single-digit rates, limited to medical, defense, and IoT niches where multi-decade shelf life outweighs rechargeability. Consolidation trends differ by sub-segment; Duracell and Energizer maintain brand pull in consumer alkaline, whereas automotive OEMs increasingly insource lithium-ion, compressing margins for independent suppliers.

Unit economics are also diverging. Tesla's internal 4680 line hit a 10 gigawatt-hour run rate by September 2025, reducing per-kilowatt-hour costs 15% versus externally sourced 2170 cells and capturing upstream value that previously accrued to vendors. Small primary-battery suppliers benefited from a 12% rise in Department of Defense procurement in 2024, highlighting how performance-critical niches can still yield steady margins despite slower volume growth. Overall, rechargeable capacity additions and associated learning-curve cost declines are locked in as the principal engine of the North America battery market through 2031.

Complete Report Scope:

• By Battery Type
  • Primary Batteries
  • Secondary Batteries
• By Technology
  • Lead-acid
  • Li-ion
  • Nickel-metal hydride
  • Nickel-cadmium
  • Sodium-sulfur
  • Solid-state
  • Flow Battery
  • Emerging chemistries
• By Application
  • Automotive (HEV, PHEV, and EV)
  • Industrial (Motive, Stationary (Telecom, UPS, ESS), etc.)
  • Portable (Consumer Electronics, etc.)
  • Power Tools
  • SLI
  • Other Applications
• By Geography
  • United States
  • Canada
  • Mexico

List of Companies Covered in this Report:

1. LG Energy Solution
2. Panasonic Energy Co.
3. Tesla (Internal Cell Ops)
4. Samsung SDI
5. SK On
6. BYD Co. Ltd.
7. CATL
8. Enersys
9. Saft Groupe SA
10. Duracell Inc.
11. Johnson Controls Intl.
12. Clarios
13. Northvolt AB
14. AESC (Envision)
15. EVE Energy NA
16. American Battery Factory
17. Natron Energy
18. 24M Technologies
19. FREYR Battery
20. Lyten Inc.
21. BlueOval SK

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 IRA-fuelled gigafactory build-out compressing pack costs
  • 4.2.2 On-shoring incentives reducing supply-chain risk for OEMs
  • 4.2.3 Utility-scale storage mandates in CA, NY, TX, BC
  • 4.2.4 Emerging auto-maker-battery-maker JVs unlocking capital efficiency
  • 4.2.5 EV-driven average battery size ↑ (SUV mix) creating volume pull
  • 4.2.6 Recycling tax credits lowering end-of-life costs
• 4.3 Market Restraints
  • 4.3.1 Mid-stream bottlenecks (foil, separator) delay ramp-ups
  • 4.3.2 Lithium-price volatility widening project IRR band
  • 4.3.3 Tariff uncertainty on Chinese LFP imports
  • 4.3.4 Skilled-labour shortages at new cell plants
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry
• 4.8 Pricing Analysis
• 4.9 International Trade Analysis

5 Market Size & Growth Forecasts

• 5.1 By Battery Type
  • 5.1.1 Primary Batteries
  • 5.1.2 Secondary Batteries
• 5.2 By Technology
  • 5.2.1 Lead-acid
  • 5.2.2 Li-ion
  • 5.2.3 Nickel-metal hydride
  • 5.2.4 Nickel-cadmium
  • 5.2.5 Sodium-sulfur
  • 5.2.6 Solid-state
  • 5.2.7 Flow Battery
  • 5.2.8 Emerging chemistries
• 5.3 By Application
  • 5.3.1 Automotive (HEV, PHEV, and EV)
  • 5.3.2 Industrial (Motive, Stationary (Telecom, UPS, ESS), etc.)
  • 5.3.3 Portable (Consumer Electronics, etc.)
  • 5.3.4 Power Tools
  • 5.3.5 SLI
  • 5.3.6 Other Applications
• 5.4 By Geography
  • 5.4.1 United States
  • 5.4.2 Canada
  • 5.4.3 Mexico

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, Partnerships, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)
  • 6.4.1 LG Energy Solution
  • 6.4.2 Panasonic Energy Co.
  • 6.4.3 Tesla (Internal Cell Ops)
  • 6.4.4 Samsung SDI
  • 6.4.5 SK On
  • 6.4.6 BYD Co. Ltd.
  • 6.4.7 CATL
  • 6.4.8 Enersys
  • 6.4.9 Saft Groupe SA
  • 6.4.10 Duracell Inc.
  • 6.4.11 Johnson Controls Intl.
  • 6.4.12 Clarios
  • 6.4.13 Northvolt AB
  • 6.4.14 AESC (Envision)
  • 6.4.15 EVE Energy NA
  • 6.4.16 American Battery Factory
  • 6.4.17 Natron Energy
  • 6.4.18 24M Technologies
  • 6.4.19 FREYR Battery
  • 6.4.20 Lyten Inc.
  • 6.4.21 BlueOval SK

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment