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市场调查报告书
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1690725

北美工业电池:市场占有率分析、行业趋势和成长预测(2025-2030 年)

North America Industrial Battery - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

北美工业电池市场规模预计在 2025 年为 88.1 亿美元,预计到 2030 年将达到 188.7 亿美元,预测期内(2025-2030 年)的复合年增长率为 16.44%。

北美工业电池市场-IMG1

主要亮点

  • 从长远来看,锂离子电池价格下降、资料中心和本地通讯产业需求增加以及可再生能源整合的提高是推动市场发展的关键因素。
  • 然而,预测期内,当地生产所需原料蕴藏量不足等因素抑制了市场成长率。
  • 然而,人们对技术先进的电池的日益关注以及在电池製造研发阶段越来越多地使用人工智慧,可能会为电池公司创造重大机会,使其能够投资并引导资源创造突破性的电池技术。
  • 由于不断扩大的再生能源基础设施和工业生产,预计美国将在预测期内主导北美工业电池市场。

北美工业电池市场趋势

锂离子电池 (LIB) 技术预计将成为成长最快的细分市场

  • 在各种类型的工业电池技术中,锂离子电池(LIB)类型预计将在预测期内在北美工业电池市场见证显着增长,这主要归功于其有利的容量重量比。推动 LIB 应用的其他因素包括其性能提升、能量密度提高和成本降低等特性。
  • 全球锂离子电池製造商都致力于降低锂离子电池的成本。过去十年来,锂离子电池价格大幅下跌。 2023年,锂离子电池的平均价格将约为每千瓦时139美元,比2013年下降82%以上。锂离子电池价格下跌可能会鼓励工业电池製造商以更低的成本增加电子设备、小型和大型家电、UPS和电能能源储存系统的产量。
  • 2023年11月,美国政府宣布在《基础建设法案》中拨款35亿美元,用于促进锂离子等先进电池的国内生产。作为投资美国议程的一部分,政府资金预计将在未来几年内帮助提高锂离子电池和电池组的製造能力。
  • 此外,过去几年美国一直在开发锂离子超级工厂。 2024 年 2 月,EnerSys 提到在格林维尔的奥古斯塔格罗夫商业园区开发一个 2,000 平方英尺的锂离子电池製造工厂。 EnerSys 计划于 2027 年开始生产锂离子电池,以满足美国工业和国防需求。
  • 随着锂离子电池在各行业的使用激增,其安全性至关重要,以消除不受控制的自热和爆炸的可能性。不过,对于高品质的锂离子电池来说,此类事件很少见,但进行安全检查至关重要。
  • 2024年2月,加拿大国家研究委员会(NRC)宣布开发出用于评估锂离子电池模组或组中单电池热失控故障的测试技术。此专利机制称为热失控启动机制(或TRIM)装置,可用于测试锂离子电池设计和组件。这对于有关监管机构制定电池使用者的安全指南将有很大帮助。
  • 因此,基于上述因素,预计锂离子电池技术在预测期内将表现出巨​​大的需求,并成为北美工业电池市场成长最快的部分。

预计美国将主导市场

  • 美国是全球工业电池的主要热点地区之一,得益于基于电池的能源储存计划激增、再生能源基础设施不断扩大以及工业基础设施强大。此外,支援美国部署能源储存系统(ESS)的优惠政策可能会在未来几年推动工业电池市场的发展。
  • 近年来,由于国家对可再生能源基础设施的投资增加,美国电池能源储存系统(BESS) 产业经历了显着成长。过去几年,全球可再生能源装置容量和发电量稳步成长,美国是全球可再生能源热点地区之一。
  • 根据美国能源资讯署 (EIA) 的数据,到 2023 年,美国将增加 6.4 千兆瓦的电池储存量和增加的电力容量。此次扩张凸显了该国致力于加强可再生能源基础设施和减少对石化燃料依赖的决心。
  • 根据国际可再生能源机构(IRENA)的数据,2013年至2023年间,美国可再生能源装置容量将增加一倍以上,到2023年,美国可再生能源总合装置容量将达到约387.54 GW。
  • 据美国能源资讯署称,美国公共产业规模的电池储存容量预计将增加近一倍,开发商计划在 2023 年增加 14.3 GW 至 15.5 GW。 2023 年,美国电网将增加 6.4 GW 的新电池储存容量,年增率为 70%。德克萨斯预计新增装置容量6.4吉瓦,加州新增装置容量5.2吉瓦,占新增装置容量的82%。
  • 此外,开发商计划在 2022 年至 2025 年期间安装 20.8 GW 公用事业规模电池容量,其中 75% 将位于德克萨斯州(7.9 GW)和加利福尼亚州(7.6 GW)。
  • 在美国,加州独立系统营运商(CAISO)和德克萨斯州电力可靠性委员会(ERCOT)正在增加最多的电池容量。在过去的 12 个月中,加州独立系统营运商 (CAISO) 的电池储存容量占太阳能容量的百分比大幅增加,从 2023 年 1 月的 29% 增加到 2023 年 12 月的 41%。
  • 此外,政府正积极寻求国际合作,以加强美国的BESS产业。例如,2023年12月,欧盟委员会与澳洲、美国和加拿大政府共同支持了一项新倡议,以在全球向低排放电力转型过程中推动电池储存的发展。
  • 该倡议是在联合国气候大会COP28期间宣布的,名为“超级充电电池储存倡议”,源自清洁能源部长级会议,其成员包括许多国家的能源部。此类双边清洁能源活动可望帮助美国开发强劲的电池能源储存系统係统市场。
  • 因此,由于上述因素,预计美国将在预测期内主导北美工业电池市场。

北美工业电池产业概况

北美工业电池市场规模减少了一半。主要参与者(不分先后顺序)包括 Exide Industries Ltd、GS Yuasa Corporation、East Penn Manufacturing Company Inc.、Panasonic Holding Corporation 和 EnerSys。

其他福利:

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

目录

第 1 章 简介

  • 研究范围
  • 市场定义
  • 调查前提

第二章调查方法

第三章执行摘要

第四章 市场概况

  • 介绍
  • 2029 年市场规模与需求预测(美元)
  • 2029 年各主要技术类型的电池价格趋势及预测
  • 最新趋势和发展
  • 政府法规和政策
  • 市场动态
    • 驱动程式
      • 锂离子电池成本下降
    • 限制因素
      • 当地生产所需原料短缺
  • 供应链分析
  • 波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争对手之间的竞争强度

第五章 市场区隔

  • 技术领域
    • 锂离子电池
    • 铅酸电池
    • 其他技术(镍镉电池、镍氢电池、锌碳电池等)
  • 应用
    • 堆高机
    • 电信
    • UPS
    • 其他用途
  • 地区
    • 美国
    • 加拿大
    • 北美其他地区

第六章 竞争格局

  • 併购、合资、合作、协议
  • 主要企业策略
  • 公司简介
    • C&D Technologies Pvt. Ltd
    • East Penn Manufacturing Company Inc.
    • EnerSys
    • Exide Industries Ltd
    • GS Yuasa Corporation
    • Leoch International Technology Limited Inc.
    • Panasonic Holding Corporation
    • Saft Groupe SA
  • List of Other Prominent Companies(Company Name, Headquarter, Relevant Products & Services, Contact Details, etc.)
  • 市场排名分析

第七章 市场机会与未来趋势

简介目录
Product Code: 71172

The North America Industrial Battery Market size is estimated at USD 8.81 billion in 2025, and is expected to reach USD 18.87 billion by 2030, at a CAGR of 16.44% during the forecast period (2025-2030).

North America Industrial Battery - Market - IMG1

Key Highlights

  • Over the long term, declining lithium-ion battery prices, increasing demand from data centers, regional telecom industries, and rising renewable energy integration are some major factors driving the market.
  • On the other hand, factors such as the lack of prominent raw material reserves required for local production are likely to curtail the market's growth rate during the forecast period.
  • Nevertheless, the rising focus on technologically advanced batteries and the growing use of artificial intelligence in the R&D phase of battery manufacturing are likely to create massive opportunities for battery companies to invest and redirect their resources to make breakthrough battery technologies.
  • The United States is expected to dominate the North American industrial batteries market during the forecast period, owing to the country's expansion in renewable power infrastructure and industrial production.

North America Industrial Battery Market Trends

Lithium-ion Battery (LIB) Technology Projected to be the Fastest-growing Market Segment

  • Among the different types of industrial battery technologies, the lithium-ion battery (LIB) type is expected to witness significant growth in the North American industrial batteries market over the forecast period, majorly due to its favorable capacity-to-weight ratio. Other factors boosting LIB adoption include properties like better performance, higher energy density, and decreasing price.
  • Global lithium-ion battery manufacturers are focusing on reducing the cost of lithium-ion batteries. The price of lithium-ion batteries declined steeply over the past ten years. In 2023, the price of an average lithium-ion battery was valued at around USD 139 per kWh, having witnessed a decrease of more than 82% in the price compared to 2013. The decline in lithium-ion battery prices will encourage industrial battery manufacturers to mobilize the production of electronics, small and large appliances, UPS, and electrical energy storage systems at cheaper rates.
  • In November 2023, the US government announced a funding of USD 3.5 billion under the ambit of its Infrastructure Law to expedite indigenous production of advanced batteries such as lithium-ion in the country. As a part of the Invest in America Agenda, government funding is expected to help lithium-ion cell and pack manufacturing capabilities over the coming years.
  • Further, the United States has been witnessing the development of lithium-ion gigafactories in recent years. In February 2024, EnerSys noted the development of a square-foot lithium-ion battery manufacturing unit at the Augusta Grove Business Park in Greenville. By 2027, EnerSys plans to start manufacturing lithium-ion battery cells to cater to the demand for industrial and defense applications in the United States.
  • Owing to the surge in the utilization of lithium-ion batteries across various industries, their safety is of immense importance in eliminating the possibility of uncontrolled self-heating instances and explosions. Such events are, however, rare for high-quality lithium-ion batteries, but it becomes critically important to hold safety checks.
  • In February 2024, the National Research Council of Canada (NRC) announced the development of a testing technique to assess the single-cell thermal runaway failure of lithium-ion battery modules or packs. The patented mechanism known as the Thermal Runaway Initiation Mechanism (or TRIM) device can be used to test the design and components of lithium-ion batteries. This can significantly help the concerned regulators devise safety guidelines for battery users.
  • Therefore, based on the abovementioned factors, lithium-ion battery technology is expected to witness significant demand and be the fastest-growing segment of the North American industrial batteries market during the forecast period.

United States Projected to Dominate the Market

  • The United States is one of the major hotspots for industrial batteries worldwide on account of the surging deployment of battery-based energy storage projects, expansion in renewable power infrastructure, and a robust industrial infrastructure. Moreover, favorable policies backing the deployment of energy storage systems (ESS) in the United States are likely to drive the industrial batteries market over the coming years.
  • The US battery energy storage systems (BESS) industry has been experiencing notable growth over the past few years, supported by rising investments in renewable energy infrastructure in the country. Over the past few years, the installed renewable energy capacity and generation have been rising steadily globally, and the United States is one of the global renewable energy hotspots.
  • In 2023, according to the Energy Information Administration (EIA), the United States augmented its electric capacity with a significant addition of 6.4 gigawatts in battery storage, marking a notable 2.2 gigawatt increase over the previous year. This expansion underscored the country's commitment to enhancing its renewable energy infrastructure and reducing reliance on fossil fuels.
  • According to the International Renewable Energy Agency (IRENA), during 2013-23, installed renewable energy capacity grew by more than two times, and as of 2023, the total installed renewable capacity stood at around 387.54 GW in the United States.
  • According to the US Energy Information Administration, the US utility-scale battery storage capacity was expected to nearly double, with developers planning to add 14.3 GW to the 15.5 GW in 2023. In 2023, 6.4 GW of new battery storage capacity was added to the US grid, marking a 70% annual increase. Texas and California were expected to contribute 82% of the new capacity, with 6.4 GW and 5.2 GW, respectively.
  • Moreover, 75% of the 20.8 GW of utility-scale battery capacity planned by developers to be installed from 2022 to 2025 is in Texas (7.9 GW) and California (7.6 GW).
  • In the United States, the California Independent System Operator (CAISO) and Electric Reliability Council of Texas (ERCOT) have the most large-scale battery storage capacity additions. Over the past twelve months, battery capacity as a percentage of solar generation capacity in CAISO has significantly increased, climbing from 29% in January 2023 to 41% by December 2023.
  • In addition, the government is also proactively assuring international ties to make a robust BESS industry in the United States. For instance, in December 2023, the European Commission, together with the national governments of Australia, the United States, and Canada, supported a new initiative to promote battery storage in the global transition to low-emission electricity.
  • This initiative, announced during the COP28 UN Climate Conference, called the 'Supercharging Battery Storage Initiative,' originates from the Clean Energy Ministerial, which includes energy departments from numerous countries as members and participants. Such bilateral clean energy activities are expected to help the United States develop a robust market for battery energy storage systems.
  • Therefore, based on the abovementioned factors, the United States is expected to dominate the North American industrial batteries market during the forecast period.

North America Industrial Battery Industry Overview

The North American industrial batteries market is semi-fragmented. Some of the major players (not in any particular order) include Exide Industries Ltd, GS Yuasa Corporation, East Penn Manufacturing Company Inc., Panasonic Holding Corporation, and EnerSys.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

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

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, Till 2029
  • 4.3 Battery Price Trends and Forecasts, By Major Technology Type, Till 2029
  • 4.4 Recent Trends and Developments
  • 4.5 Government Policies and Regulations
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
      • 4.6.1.1 Declining Costs of Lithium-ion Batteries
    • 4.6.2 Restraints
      • 4.6.2.1 Lack of Prominent Raw Material Reserves Required for Local Production
  • 4.7 Supply Chain Analysis
  • 4.8 Porter's Five Forces Analysis
    • 4.8.1 Bargaining Power of Suppliers
    • 4.8.2 Bargaining Power of Consumers
    • 4.8.3 Threat of New Entrants
    • 4.8.4 Threat of Substitute Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Technology
    • 5.1.1 Lithium-ion Battery
    • 5.1.2 Lead-acid Battery
    • 5.1.3 Other Technologies (Nickel Cadmium Battery, Nickel Metal Hydride, Zinc Carbon, etc.)
  • 5.2 Application
    • 5.2.1 Forklift
    • 5.2.2 Telecom
    • 5.2.3 UPS
    • 5.2.4 Other Applications
  • 5.3 Geography
    • 5.3.1 United States
    • 5.3.2 Canada
    • 5.3.3 Rest of North America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 C&D Technologies Pvt. Ltd
    • 6.3.2 East Penn Manufacturing Company Inc.
    • 6.3.3 EnerSys
    • 6.3.4 Exide Industries Ltd
    • 6.3.5 GS Yuasa Corporation
    • 6.3.6 Leoch International Technology Limited Inc.
    • 6.3.7 Panasonic Holding Corporation
    • 6.3.8 Saft Groupe SA
  • 6.4 List of Other Prominent Companies (Company Name, Headquarter, Relevant Products & Services, Contact Details, etc.)
  • 6.5 Market Ranking Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS