Military Battery Market

◤ Cell Chemistry
The US Army's push to replace lead-acid 6T batteries across a fleet of roughly 800,000 fielded units is colliding with a March 2025 executive order that hands the Secretary of Defense sweeping authority to fast-track domestic critical mineral production, turning a routine vehicle maintenance upgrade into a test of whether NDAA-compliant lithium supply chains can scale fast enough to outrun the Pentagon's own procurement timeline
Military Battery Market, By Battery Type, By Platform Category, By Application, By Region
Report ID: FDX-CC-026   |   Published: Q3 2026   |   Pages: 152
Market Size 2025
USD 2.38 Bn
Base Year
Market Size 2035
USD 5.62 Bn
Forecast Year
CAGR 2026-2035
9.0%
Compound Annual
Leading Battery Type
Lithium-ion (6T/Vehicle & Portable)
2025
Leading Region
North America
2025 Revenue Share
Section 01
Market Synopsis
Global Market Revenue Trajectory (USD) // 2025-2035
2025
USD 2.38 Bn
2027
USD 2.83 Bn
2029
USD 3.36 Bn
2031
USD 3.99 Bn
2033
USD 4.73 Bn
2035
USD 5.62 Bn
9.0%CAGR 2026-2035
Global Military Battery Market Revenue, 2025-2035 (USD Billion)
Base Year 2025 | CAGR 9.0% | Source: Faradex Partners, Company Filings
ⓘ Revenue estimates based on disclosed programme and contract data and primary panel calibration.

The global military battery market size was USD 2.38 Billion in 2025 and is expected to register a revenue CAGR of 9.0% during the forecast period. Market revenue growth is supported by the US Army Ground Vehicle Systems Center's programme to replace lead-acid 6T batteries, which power 80 to 90% of the Army's ground vehicle fleet, with a 6T lithium-ion battery, a fleet that fields approximately 800,000 6T batteries with roughly 250,000 purchased annually at a replacement, transportation, and installation cost exceeding USD 170 million per year. EaglePicher Technologies, which holds an approximately 85% share of the US missile battery market by its own account, secured an approximately USD 20 million US Air Force contract in March 2025 to produce silver-zinc guidance system batteries for Minuteman III intercontinental ballistic missiles, illustrating continued government demand for legacy thermal and reserve battery chemistries alongside newer lithium-ion vehicle and soldier power programmes. Every ground vehicle, soldier power system, and precision-guided munition requires a qualified battery matched to its specific voltage, discharge rate, and environmental survivability requirements, and a March 2025 executive order delegating Defense Production Act Section 303 authority to the Secretary of Defense is accelerating domestic critical mineral production intended to reduce foreign dependency across this entire battery supply chain. These are some of the key factors driving revenue growth of the market.

6T lithium-ion and lead-acid vehicle batteries, thermal reserve batteries for missiles and munitions, conformal wearable and soldier-worn lithium-ion batteries, and legacy nickel-based batteries are the commercial battery technologies that constitute the military battery market, supplied by a concentrated group of defense-focused battery manufacturers operating under military specification and National Defense Authorization Act sourcing requirements. For instance, in September 2025, Epsilor Electric Fuel, part of Michigan-based defense company Arotech, unveiled its COMBATT 6T lithium-ion battery for military vehicles, a 25.2-volt, 4,400-watt-hour battery the company states delivers six times the capacity of an equivalent lead-acid 6T battery, undergoing US Army certification testing to MIL-PRF-32565C standards covering bullet penetration and extreme temperature performance. Ground vehicle and missile battery programmes together account for the largest share of military battery demand, since both categories combine large fielded fleet volumes with recurring replacement cycles that do not depend on new platform procurement.

However, military battery qualification requires compliance with military specifications such as MIL-PRF-32565C for 6T batteries, covering bullet penetration, extreme temperature performance up to 500 degrees Celsius, and long cycle life, alongside National Defense Authorization Act sourcing rules that increasingly restrict final assembly and component sourcing from countries designated a Foreign Entity of Concern, a qualification and compliance burden that can take multiple years and that few commercial battery suppliers outside the established defense battery base are positioned to meet. Aggregate defense demand for any single battery type is difficult for suppliers to forecast because individual programmes each consume only a small portion of total demand, and the Department of Defense has itself identified a need for significant investment in battery and cell standardisation over the next five to ten years to reduce the resulting cost and availability risk. Legacy lead-acid and nickel-based battery replacement cycles remain slow and budget-constrained relative to newer lithium-ion and thermal battery programmes, limiting how quickly the overall fielded fleet can transition to higher-performance chemistries. These factors substantially limit military battery market growth over the forecast period.

Section 02
Segment Insights
Battery Type and Other Revenue Share, 2025
Leading segment drives market value
Application Revenue Share, 2025
End-use distribution 2025
Lithium-ion (6T/vehicle & portable) battery segment is expected to account for a significantly large revenue share in the global military battery market during the forecast period

Based on battery type, the global military battery market is segmented into lithium-ion 6T and portable batteries, thermal reserve batteries, legacy nickel-based batteries, and lead-acid batteries. The lithium-ion segment commands the largest revenue share because it spans both the US Army's highest-volume battery replacement programme, the 6T lithium-ion battery intended to replace lead-acid batteries across a fleet of approximately 800,000 fielded units, and the Conformal Wearable Battery programme supplying soldier-worn power, giving this segment the broadest combination of platform coverage and recurring replacement volume of any category in the market.

The thermal (reserve) battery segment is expected to register a rapid revenue growth rate in the global military battery market over the forecast period. Thermal reserve batteries remain the standard power source for precision-guided munitions and missile guidance systems because they offer a maintenance-free shelf life of up to 20 years followed by an instantaneous, high-power activation on demand, a combination that lithium-ion chemistry cannot replicate for expendable one-time-use weapons. EaglePicher Technologies' March 2025 contract to produce Minuteman III guidance system batteries, alongside sustained munitions production increases across precision-guided weapons programmes that consume thermal batteries at the point of activation, is driving demand growth that outpaces the more measured replacement cycle of vehicle and soldier power batteries.

Revenue CAGR by Segment, 2026-2035 (%)
Growth rates by primary segmentation
ⓘ CAGR from primary panel and disclosed contract data.
Section 03
Regional Insights
Revenue Share by Region, 2025 vs. 2035 Forecast (%)
Regional shift driven by NATO standardisation and allied procurement
Cell Chemistry North America — Largest Revenue Share, 2025

Based on regional analysis, the Military Battery Market market in North America accounted for the largest revenue share in 2025. The United States is the dominant country, with the US Army's Ground Vehicle Systems Center finalizing a 6T lithium-ion battery to replace the lead-acid batteries that power 80 to 90% of the Army's vehicle fleet, a fleet that fields approximately 800,000 6T batteries with roughly 250,000 purchased annually at a replacement, transportation, and installation cost exceeding USD 170 million per year. EaglePicher Technologies, Missouri, secured an approximately USD 20 million US Air Force contract in March 2025 to produce silver-zinc guidance system batteries for Minuteman III intercontinental ballistic missiles, while Ultralife Corporation, New York, received a USD 5.2 million Defense Logistics Agency award in September 2025 for its BA-5390 military batteries. Amprius Technologies confirmed in February 2026 that it would offer NDAA-compliant battery production pathways with final assembly outside any Foreign Entity of Concern from spring 2026, following a March 2025 executive order that delegated Defense Production Act Section 303 authority to the Secretary of Defense to accelerate domestic critical mineral production for military battery supply chains.

Europe

The European military battery market is expected to register steady revenue growth over the forecast period. Saft, France, supplies nickel-cadmium and lithium-ion batteries to NATO member militaries for ground vehicle, soldier power, and aircraft applications, and NATO's standardisation of the 6T battery form factor across member nations creates a common qualification target that suppliers across the alliance compete to meet. Bren-Tronics maintains European operations supporting armoured vehicle programmes across the continent, having introduced the first lithium-ion 6T battery in 2015 ahead of the US Army's own MIL-PRF specification release. Poland and the Baltic states are increasing defense procurement budgets in response to regional security conditions, creating incremental demand for NATO-standard vehicle and soldier power batteries.

Asia Pacific

The Asia Pacific military battery market is expected to register rapid revenue growth over the forecast period. Japan and South Korea are the largest regional markets, with both countries increasing defense procurement budgets and modernising ground vehicle and soldier power systems in coordination with US and NATO battery standards to maintain interoperability with allied forces. India is expanding domestic defense battery manufacturing capacity as part of its broader defense indigenisation policy, though the country currently sources a meaningful share of advanced lithium-ion military battery technology from US, European, and Israeli suppliers pending further maturation of its domestic specialty battery manufacturing base. China's domestic military battery supply chain remains largely self-contained, with limited participation from Western suppliers given export control restrictions on defense-related technology transfers.

Latin America

The military battery market in Latin America is expected to register limited revenue growth from a low base, with demand concentrated in ground vehicle fleet modernisation and soldier power upgrades for national armed forces in Brazil, Colombia, and Chile rather than any domestic military battery manufacturing base. Regional militaries source the large majority of their vehicle and soldier power batteries from North American and European suppliers through direct commercial sale and foreign military sales channels, and demand growth is expected to track defense budget allocation more closely than any independent regional battery chemistry shift.

Middle East and Africa

The military battery market in the Middle East and Africa is expected to register moderate revenue growth, anchored by Israel's Epsilor Electric Fuel, part of Michigan-based defense company Arotech, which unveiled its COMBATT 6T lithium-ion battery for military vehicles in September 2025, a 25.2-volt, 4,400-watt-hour battery the company states delivers six times the capacity of an equivalent lead-acid 6T battery. Gulf state militaries in the United Arab Emirates and Saudi Arabia are increasing ground vehicle and soldier power procurement as part of broader defense modernisation and diversification programmes, while African militaries remain a small share of regional demand concentrated in legacy lead-acid vehicle battery replacement rather than advanced lithium-ion or thermal battery procurement.

Section 05
Strategic Developments
February 2026
In February 2026, Amprius Technologies confirmed that beginning in spring 2026 it would offer customers NDAA-compliant battery production pathways, including final assembly performed outside any country designated a Foreign Entity of Concern, while continuing to manufacture batteries in China for applications where NDAA compliance is not required.
September 2025
In September 2025, Epsilor Electric Fuel, part of Michigan-based defense company Arotech, unveiled its COMBATT 6T lithium-ion battery for military vehicles, a 25.2-volt, 4,400-watt-hour, 174-amp-hour battery the company states delivers six times the capacity of an equivalent lead-acid 6T battery and 50% more capacity than other 6T lithium batteries, undergoing US Army certification testing to MIL-PRF-32565C standards.
September 2025
In September 2025, Ultralife Corporation received an award valued at approximately USD 5.2 million from the US Defense Logistics Agency for its BA-5390 military batteries.
March 2025
In March 2025, a presidential executive order delegated Defense Production Act Section 303 authority to the Secretary of Defense to accelerate domestic critical mineral production, including lithium, graphite, and cobalt inputs to military battery supply chains, waiving standard procedural requirements to speed project approval.
March 2025
In March 2025, EaglePicher Technologies secured an approximately USD 20 million US Air Force contract to produce silver-zinc guidance system batteries for Minuteman III intercontinental ballistic missiles over a five-year period, with the company noting it is one of only two US manufacturers capable of producing this battery type.
Section 06
Competitive Landscape
Competitive Positioning: Market Scale vs. Military Specification Qualification Breadth
Bubble size represents estimated disclosed contract/programme scale
ⓘ Faradex qualitative indices. Source: Faradex Partners Q3 2026.
EaglePicher Technologies
UNITED STATES // Thermal, Lithium-ion & Silver-Zinc Military Batteries // ~85% US missile battery market share
EaglePicher Technologies is the broadest-platform military battery incumbent, holding an approximately 85% share of the US missile battery market by its own account and supplying power for the majority of the US military's missile and precision guided munitions systems, including programme history spanning TOW, Patriot, JDAM, Tomahawk, Javelin, Stinger, and AMRAAM. Its competitive advantage combines more than 70 years of thermal battery manufacturing experience, qualification across more than 750 unique thermal battery designs, and a demonstrated ability to produce battery types few other manufacturers can replicate, illustrated by its March 2025 Minuteman III guidance system battery contract, for which the company noted it is one of only two US manufacturers capable of producing that specific silver-zinc battery type.
CompanyCountrySpecialisationPosition / ScaleFaradex Assessment
EaglePicher TechnologiesUnited StatesThermal, Li-ion & silver-zinc military batteries~85% US missile battery share; Minuteman III contract Mar 2025HIGH
Ultralife CorporationUnited StatesSoldier power & vehicle batteriesBA-5390 DLA award Sept 2025; CWB IDIQ participantHIGH
Epsilor Electric Fuel (Arotech)Israel6T vehicle & smart lithium batteriesCOMBATT 6T battery unveiled Sept 2025MEDIUM-HIGH
Bren-TronicsUnited StatesSoldier power & 6T vehicle batteriesFirst Li-Ion 6T battery (2015); CWB IDIQ participantMEDIUM-HIGH
Saft (TotalEnergies)FranceMilitary ground vehicle & soldier Li-ion batteriesNATO-standard battery supplierMEDIUM
Amprius TechnologiesUnited StatesNDAA-compliant silicon-anode batteriesFEOC-free production pathway from spring 2026MEDIUM
Inventus PowerUnited StatesSoldier power & tactical batteriesCWB IDIQ programme participantMEDIUM
EnerSysUnited StatesReserve/thermal & vehicle batteriesMissile battery co-supplier alongside EaglePicherLOWER
EaglePicher Technologies Ultralife Corporation Epsilor Electric Fuel Bren-Tronics Saft Amprius Technologies Inventus Power EnerSys Navitas Systems GS Yuasa Denchi Group RELiON Battery
Section 08
Key Questions Answered
  • 01What is the global military battery market size in 2025 and what CAGR is expected during 2026-2035?
  • 02What 6T lithium-ion battery replacement programme is the US Army's Ground Vehicle Systems Center finalizing, and how large is the fielded 6T battery fleet it would replace?
  • 03What contract did EaglePicher Technologies secure in March 2025, and what share of the US missile battery market does the company hold?
  • 04What COMBATT 6T lithium-ion battery did Epsilor Electric Fuel unveil in September 2025, and what capacity improvement does it claim over lead-acid?
  • 05What Defense Logistics Agency award did Ultralife Corporation receive in September 2025?
  • 06What executive order affecting military battery supply chains was issued in March 2025, and what authority did it delegate to the Secretary of Defense?
  • 07What NDAA-compliant battery production pathway did Amprius Technologies confirm in February 2026?
  • 08Why do thermal reserve batteries remain the standard power source for precision-guided munitions despite lithium-ion's dominance elsewhere in the market?
  • 09Why does MIL-PRF-32565C certification create a multi-year qualification barrier for new entrants in the 6T battery segment?
  • 10Why has the Department of Defense identified battery and cell standardisation as a five-to-ten-year investment priority?
Section 10
Scope of Research

This report covers the global military battery market across all major battery types, platform categories, applications, and geographic regions. Primary research combines panel conversations with industry experts and is cross-referenced against company financial disclosures, government agency reports, and defense procurement and regulatory publications. All market size figures use 2025 as the base year with a 2026-2035 forecast period.

FDX-CC-026  // Q3 2026
Military Battery Market
152 pages  |  PDF + Excel
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Report Scope
Base Year: 2025
Forecast: 2026-2035
Pages: 152
4 segmentation bases
5 regions
10+ companies profiled
7 charts
PDF + Excel delivery
No syndicated sources
Table of Contents
01. Market Synopsis p.14
02. Industry Trends p.28
03. Restraints p.40
04. Primary Segment p.52
05. Secondary Segment p.64
06. Application Segment p.76
07. Regional Insights p.90
08. Price Trends p.114
09. Strategic Developments p.120
10. Competitive Landscape p.128
11. Profiles p.138
13. Key Questions p.150
14. Scope p.156