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Photo: Justin Merriman/Bloomberg via Getty Images

Photo: Justin Merriman/Bloomberg via Getty Images

A New Phase for the U.S. Battery Industry

U.S. battery manufacturing is at a critical inflection point just as the industry becomes increasingly central to energy priorities. This report examines key dynamics shaping the U.S. battery value chain and discusses strategies to address its most pressing needs.

Report by Ray Cai and Jane Nakano — April 27, 2026