In the coming decades, advancements in energy storage will play a critical role in the future of aerospace, defense, and security. The development of electric military vehicles, electric aircraft, electric vertical take-off and landing (eVTOL) aircraft, and other electronics will have a sizable impact on warfare. Moreover, the risks of a global battery shortage and a geopolitical battery arms race heighten the importance of early investment.
China’s control of the entire global supply chain, from mines and refiners to component markers and cell producers, is a mounting geopolitical issue. The US and Europe are taking significant steps to reduce the dependence on China within their battery supply chains by 2030.
China’s control of the entire global supply chain, from mines and refiners to component markers and cell producers, is a mounting geopolitical issue. The US and Europe are taking significant steps to reduce the dependence on China within their battery supply chains by 2030.
Key Highlights
- Studies of emerging technological trends and their broader impact on the defense market.
- Analysis of the various batteries variants, designs and projects currently under development, as well as the impact that emerging technologies such as eVTOL, EVs, and solid-state batteries will have on the future outlook of the batteries theme.
Who Should Buy
- Our thematic research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world, decision makers, and institutional investors.
- Corporations: Helps CEOs, CTOs, and other senior executives of companies understand this key theme, the competitive environment, and the market opportunities.
- Investors: Helps fund managers and other major investors focus on investment opportunities in Defense and understand the market around batteries
Scope
- The key defense challenges that forces and defense sector suppliers face are covered.
- The investment opportunities for armed forces, suppliers, and institutional investors, across the whole batteries value chain are covered.
- Highlights from different batteries related research and development programs that are currently being undertaken by various military organizations and defense companies.
Reasons to Buy
- Determine potential investment companies based on trend analysis and market projections.
- Gaining an understanding of the market challenges and opportunities surrounding the batteries theme.
- Understanding how spending on battery technologies and related segments will fit into the overall market and which spending areas are being prioritized.
Table of Contents
- Executive Summary
- Players
- Technology Briefing
- Trends
- Technology trends
- Macroeconomic trends
- Regulatory trends
- Industry Analysis
- Market size and growth forecasts
- Timeline
- Signals
- M&A trends
- Patent trends
- Hiring trends
- Value Chain
- Raw materials
- Smelting and refining
- Component makers
- Battery technologies
- End markets
- End of life
- Companies
- Public companies
- Private companies
- Sector Scorecards
- Defense sector scorecard
- Glossary
- Further Reading
- Thematic Research Methodology
- About the Publisher
- Contact the Publisher
- Technology briefing
- Technology trends
- Macroeconomic trends
- Regulatory trends
- M&A Transactions
- Detection and Tracking Techniques
- Public Companies
- Private Companies
- Glossary
- Further Reading
- Leading players in the batteries theme
- Who are the leading players in battery technologies, and where do they sit in the market?
- Electrons flow from the anode to the cathode during discharge
- Battery types and their composite parts: anodes, cathodes, and electrolytes
- Global Li-ion battery revenue, 2017-2035
- Geographical split of battery products
- The battery timeline
- Battery M&A deals (2018-2023)
- Counter-drone corporate filings, 2018-2023
- Batteries: Leading patent assignees in the defense sector (2021-2023)
- Batteries: Authorities with the most patents in the defense sector, (January 2021-January 2024)
- Batteries: Most active recruiters in the defense sector, (2023)
- The batteries value chain
- Sector scorecard - Who's who
- Sector scorecard - Thematic
- Sector scorecard - Valuation
- Sector scorecard - Risk
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- BYD
- CATL
- EnerSys Advanced Systems
- General Electric
- LG Energy Solution
- Northvolt
- Panasonic
- QuantumScape
- Redwood Materials
- Siemens
- SK
- SolarEdge
- Tesla
- Denchi Power
- EaglePicher Technologies
- Electric Power Systems
- Lyten
- Nanograf
- Polyjoule
