The U.S. transportation battery market is at a pivotal growth phase, powered by policy support, technology advances, and rising EV adoption, with batteries for transportation driving the clean mobility future.

However, the sector faces challenges from volatile prices of lithium, nickel, and cobalt, leading to high raw material and manufacturing costs, along with gaps in charging infrastructure, especially in rural areas.

The competitive landscape features major players such as Panasonic, Exide, VARTA, Hitachi, Bosch, Samsung SDI, and LG Chem, each assessed on overview, personnel, developments, SWOT, and revenues.

Public and private investment is flowing into domestic gigafactories, mineral processing, and recycling facilities to reduce import reliance and bolster energy security.

Recent developments include price cuts by Tesla in early 2024 and Gotion High-Tech planning a large battery facility in Michigan, signaling continued U.S. battery capacity expansion.

Lithium-ion remains the dominant chemistry, with solid-state and other next-generation technologies expected to gain momentum and reshape competition.

Market segments span battery types (lead-acid, lithium-ion, others), vehicle types (passenger and commercial), drive types (internal combustion vs. electric), and broad geographic coverage across states.

Growing consumer and commercial demand for EVs, alongside automakers expanding EV portfolios, is driving demand for high-capacity, durable, and fast-charging batteries.

Policy measures and infrastructure development—tax credits, subsidies, grants, and expanding nationwide charging networks—are key drivers of growth and resilience in domestic supply chains.

The U.S. transportation battery market is projected to grow from about $29.2 billion in 2024 to $83.2 billion by 2033, a CAGR of around 12.3% from 2025 to 2033, reflecting rapid electrification and investment.

State dynamics show California as a leading market due to strict emissions rules and incentives, with Texas, New York, and Florida emerging as significant growth hubs.