CSIS：2026美国电池产业新阶段政策建议报告：维持动能、弥合差距与规避风险（英文版）（19页）.pdf

1、APRIL 2026A New Phase for the U.S.Battery IndustryPolicy Considerations to Sustain Momentum,Bridge Gaps,and Avoid PitfallsBy Ray Cai and Jane NakanoExecutive SummaryBatteries are increasingly foundational to strategic sectors such as mobility,the power grid,and defense.As demand grows and competitio

2、n intensifies,evolving market conditions and policy frameworks have cast uncertainty over the future of the U.S.battery manufacturing ecosystem.Drawing on extensive desk research and stakeholder interviews,this report informs policy debates through evidence-based analysis of the complex dynamics tha

3、t are shaping the industry at todays critical inflection point.It focuses on three central strategic questions:where are the most critical supply chain vulnerabilities,what should be the approach to international linkages,and how can innovation be aligned with industrialization?This report addresses

4、 these questions in four sections;the first two assess the current landscape,while the latter two chart the path forward.The opening section maps the battery value chain,reviews the U.S.manufacturing buildout,and situates it within the global context.The report next examines demand-and supply-side f

5、actors reshaping the market.It then analyzes recalibrations across the value chain in response to recent policy and market shifts,examines prospects for allied supply chain coordination,and explores the relationship between innovation leadership and industrial scaling.Finally,the report concludes by

6、 offering the following observations for policymakers:1.Policy measures to cultivate domestic industrial capacity should be grounded in market realities across the value chain;a coordinated strategy is essential to help sustain enabling conditions.2.De-risking strategies should manage exposure while