This detailed industry report provides comprehensive analysis of battery costs for commercial vehicle OEMs and Tier 1 suppliers in the North American market. The report reveals significant cost disparities between passenger car and commercial vehicle battery procurement, with commercial vehicle OEMs paying 2-3 times higher costs per kWh due to lower volumes and scale challenges. The report categorizes commercial vehicle OEMs into “Competent,” “Proficient,” and “Efficient” categories based on their battery sourcing capabilities, providing cost frameworks ranging from $350-600/kWh for different manufacturer types. It addresses critical issues including non-recurring engineering costs, warranty considerations, and the dominance of Chinese battery manufacturing capacity.


