Batteries in Aerospace and Defense – Thematic Intelligence

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Batteries in Aerospace and Defense Thematic Report Overview

In the coming decades, advancements in energy storage and batteries 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.

Meanwhile, 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.

The batteries in Aerospace and Defense thematic intelligence report gives you an in-depth insight into the batteries market and the impact it will have on the aerospace and defense industry. It further entails a deep-dive analysis of the industry, including real-life use case studies that showcase the impact of batteries on aerospace and defense. The report identifies the key market trends that will shape batteries over the coming years and gives an insight into the market players and the competitive landscape within the theme.

Report Pages 66
Regions Covered Global
Value Chain ·        Raw Materials

·        Smelting and Refining

·        Component Makers

·        Battery Makers

·        End Markets

·        End of Life

Key Trends ·        Technology Trends

·        Macroeconomic Trends

·        Regulatory Trends

Leading Public Companies ·        BYD

·        Contemporary Amperex Technology (CATL)

·        EnerSys Advanced Systems

Leading Private Companies ·        Denchi Power

·        EaglePicher Technologies

·        Electric Power Systems

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Batteries in Aerospace and Defense – Key Trends

The primary trends that will shape the batteries theme over the next 12 to 24 months are classified into technology trends, macroeconomic trends, and regulatory trends.

  • Technology trends: The key technology trends impacting the batteries theme are the increased use of Li-based batteries, research into silicon-graphite and silicon graphene, and investment into quantum glass technology among others.
  • Macroeconomic trends: Rising battery demand from the EV sector, battery recycling, and focus on ESG factors are a few of the key macroeconomic trends expected to drive the market.
  • Regulatory trends: Rising competition in the Lithium Triangle (Chile, Bolivia, and Argentina) and heavy investment by countries such as Norway in creating a circular battery industry are part of the regulatory trends impacting the batteries market.

Batteries in Aerospace and Defense – Industry Analysis

The Li-ion battery industry revenue was $88.6 billion in 2022 and is expected to grow at a CAGR of more than 12% during 2022-2035. The growth is attributed to the rising demand for Li-ion batteries owing to the accelerating EV industry (passenger cars and commercial vehicles). Both the battery and EV industries will have to work closely with the public sector, capital markets, and other stakeholders to scale cheaper, longer-life, cleaner, and more recyclable batteries, components, and materials.

The batteries in Aerospace and Defense industry analysis also cover:

  • Timeline
  • M&A trends
  • Patent trends
  • Hiring trends

Batteries Market, 2017-2035 ($ Billions)

Batteries Market, 2017-2035 ($ Billions)

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Batteries in Aerospace and Defense - Value Chain Analysis

The batteries value chain consists of raw materials, smelting and refining, component makers, battery makers, end markets, and end-of-life.

Raw Materials: Natural resources and raw materials are fundamental to technological development. The emerging challenge for the coming years is the demand and supply gap for raw materials. Lithium, cobalt, nickel, aluminum, cadmium, and zinc are among the most common metals used in energy storage. There will be a dearth of investment for key battery material extraction until capital markets come in or until the mining sector becomes strongly bid in global equity markets.

Batteries Value Chain Analysis

Batteries Value Chain Analysis

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Leading Aerospace and Defense Companies

A few leading public aerospace and defense companies making their mark within the batteries theme are:

  • BYD
  • Contemporary Amperex Technology (CATL)
  • EnerSys Advanced Systems

Leading Private Companies

The leading private companies associated with the batteries theme are:

  • Denchi Power
  • EaglePicher Technologies
  • Electric Power Systems

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Batteries Sector Scorecard

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our power sector scorecard has three screens: A thematic screen, a valuation screen, and a risk screen.

  • The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
  • The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
  • The risk screen ranks companies within a particular sector based on overall investment risk.

Batteries Sector Scorecard – Thematic Screen

Batteries Sector Scorecard – Thematic Screen

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  • The key defense challenges that the 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.

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.

Reasons to Buy

  • The key defense challenges that the 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.

EnerSys Advanced Systems
General Electric
LG Energy Solution
Redwood Materials
Denchi Power
EaglePicher Technologies
Electric Power Systems

Table of Contents

  • 1. Executive Summary
  • 2. Players
  • 3. Technology Briefing
  • 4. Trends

    • 4.1. Technology trends
    • 4.2. Macroeconomic trends
    • 4.3. Regulatory trends

  • 5. Industry Analysis

    • 5.1. Market size and growth forecasts
    • 5.2. Timeline

  • 6. Signals

    • 6.1. M&A trends
    • 6.2. Patent trends
    • 6.3. Hiring trends

  • 7. Value Chain

    • 7.1. Raw materials
    • 7.2. Smelting and refining
    • 7.3. Component makers
    • 7.4. Battery technologies
    • 7.5. End markets
    • 7.6. End of life

  • 8. Companies

    • 8.1. Public companies
    • 8.2. Private companies

  • 9. Sector Scorecards

    • 9.1. Defense sector scorecard

  • 10. Glossary
  • 11. Further Reading
  • 12. Our Thematic Research Methodology
  • 13. About GlobalData
  • 14. Contact Us

Frequently asked questions

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