Electric Vehicles in Defense – Thematic Intelligence

Powered by

All the vital news, analysis, and commentary curated by our industry experts.

Electric Vehicles in Defense Thematic Report Overview

The growth of electric vehicles (EVs) in the consumer automotive market over the past decade has accelerated interest from the defense sector regarding potential benefits and commercial opportunities provided by battery electric vehicles and hybridized vehicle designs. As the pressure for military modernization encounters increasingly pressing environmental sustainability objectives, military and defense industry officials are highlighting the geostrategic benefits of electrification in land vehicle fleets. Moreover, government agencies are increasingly collaborating with companies throughout the EV value chain, with investments in areas such as platform design, battery technologies, energy infrastructure, logistical services, and manufacturing capabilities. Several automotive, energy, and technology firms are acceding to the defense market as demand for expertise provides opportunities for expansion into this sector.

The Electric Vehicles in Defense thematic intelligence report assesses how electric vehicles, combined with other emerging technologies, can be used across the defense value chain. It provides an overview of the current landscape and key players while highlighting opportunities for the use of electric vehicles in the future. The report provides an industry-specific analysis based on GlobalData databases and surveys.

Report Pages 68
Regions Covered Global
Value Chain ·        Batteries

·        Semiconductors

·        Auto Components

·        Assembly

·        Infrastructure and Services

Leading Consumer EV Companies ·        Arrival

·        Beijing Auto (BAIC)

·        BMW

Leading Defense Companies ·        Alkè

·        Arquus

·        BAE Systems

Enquire & Decide Discover the perfect solution for your business needs. Enquire now and let us help you make an informed decision before making a purchase.

Electric Vehicles in Defense – Key Trends

The main trends shaping the electric vehicles theme over the next 12 to 24 months are technology, macroeconomic, and regulatory trends.

  • Technology trends: Some of the key technology trends impacting the theme are the advent of 3D printing/additive manufacturing, demand for advanced materials, battery innovation, and the optimization of battery/power management systems (BMS/PMS).
  • Macroeconomic trends: The macroeconomic trends impacting the theme are growing geopolitical competition, rising defense budgets & industrial growth, rising procurement and R&D costs, and US-China supply relations.
  • Regulatory trends: Cross-industry expertise & joint development incentives, industrial consolidation, and dual-use and COTS technologies are the regulatory trends impacting the theme.

Electric Vehicles in Defense – Industry Analysis

The concept of electrified vehicles in the defense sector is gaining traction, but the market remains at the developmental stage and lacks sufficient procurement data to make accurate market sizing assessments. However, the market for commercial EVs has been operating for over a decade, undergoing continuous changes and permutations as investment in electrified propulsion has expanded.

The electric vehicles in defense industry analysis also covers:

  • Mergers and acquisitions
  • Patent trends
  • Hiring trends
  • Case studies
  • Timeline

EV Powertrains, 2016-2028 (%)

EV Powertrains, 2016-2028 (%)

Buy the Full Report for More Insights into the Electric Vehicles in Defense Market

Download A Free Report Sample

Electric Vehicles in Defense - Value Chain Analysis

The electric vehicles value chain is split into batteries, semiconductors, auto components, assembly, and infrastructure and services.

Batteries: Batteries can be further subdivided into battery raw materials, battery components, and battery cells. The main raw material inputs in the electric vehicle value chain comprise the metals used to make a battery’s components. The metal used depends on the battery technology. Li-ion battery technology is currently the dominant form used in electric vehicles today, although there are several variants of this technology in use around the world.

Electric Vehicles Value Chain Analysis

Electric Vehicles Value Chain Analysis

Buy the Full Report for More Value Chain Insights into the Electric Vehicles in Defense Market

Download A Free Report Sample

Competitive Landscape

Some of the leading consumer EV companies are:

  • Arrival
  • Beijing Auto (BAIC)
  • BMW

Some of the defense companies associated with this theme are:

  • Alkè
  • Arquus
  • BAE Systems

Buy the Full Report to Know More about Leading Companies in Electric Vehicles in the Defense Market

Download A Free Report Sample

Defense Sector Scorecard

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our 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.

Defense Sector Scorecard – Thematic Screen

Defense Sector Scorecard – Thematic Screen

Buy the Full Report to Know More about the Sector Scorecards

Download A Free Report Sample


  • 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 military EV value chain are covered.
  • Highlights from the range of different military EV-related research and development programs 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 military EV platforms, programs and projects currently under development, as well as the impact of emerging technologies such as battery technology and alternative fuel solutions on the future outlook of the military EV theme.

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 electric vehicles in defense theme.
  • Understanding how spending on military EVs and related segments will fit into the overall market and which spending areas are being prioritized.

BAE Systems
Babcock International

Table of Contents

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

    • 3.1. Electric vehicles – an overview
    • 3.2. Electrifies operations – transmortative or reductive

  • 4. Trends

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

  • 5. Industry Analysis

    • 5.1. Market size & growth forecasts
    • 5.2. Mergers and acquisitions
    • 5.3. Patent trends
    • 5.4. Hiring trends
    • 5.5. Case studies
    • 5.6. Timeline

  • 6. Value Chain

    • 6.1. Batteries
    • 6.2. Semiconductors
    • 6.3. Auto components
    • 6.4. Assembly
    • 6.5. Infrastructure and services

  • 7. Companies

    • 7.1. Consumer EV companies
    • 7.2. Defense companies

  • 8. Sector Scorecards

    • 8.1. Defense sector scorecard

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

Frequently asked questions

Electric Vehicles in Defense – Thematic Intelligence thematic reports
Currency USD

Can be used by individual purchaser only


Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

Undecided about purchasing this report?

Enquire Before Buying Request a Free Sample

Get in touch to find out about multi-purchase discounts

Tel +44 20 7947 2745

Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.

Sample Report

Electric Vehicles in Defense – Thematic Intelligence was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:

  • Assess the relevance of the report
  • Evaluate the quality of the report
  • Justify the cost

Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.

Below is a sample report to understand what you are buying

See what our customers are saying

“The GlobalData platform is our go-to tool for intelligence services. GlobalData provides an easy way to access comprehensive intelligence data around multiple sectors, which essentially makes it a one-for-all intelligence platform, for tendering and approaching customers.

GlobalData is very customer orientated, with a high degree of personalised services, which benefits everyday use. The highly detailed project intelligence and forecast reports can be utilised across multiple departments and workflow scopes, from operational to strategic level, and often support strategic decisions. GlobalData Analytics and visualisation solutions has contributed positively when preparing management presentations and strategic papers.”

Business Intelligence & Marketing Manager, SAL Heavy Lift

“COVID-19 has caused significant interference to our business and the COVID-19 intelligence from GlobalData has helped us reach better decisions around strategy. These two highlights have helped enormously to understand the projections into the future concerning our business units, we also utilise the project database to source new projects for Liebherr-Werk to use as an additional source to pitch for new business.”

Market Analyst & Management, Liebherr-Werk

Your daily news has saved me a lot of time and keeps me up-to-date with what is happening in the market, I like that you almost always have a link to the source origin. We also use your market data in our Strategic Business Process to support our business decisions. By having everything in one place on the Intelligence Center it has saved me a lot of time versus looking on different sources, the alert function also helps with this.

Head of Key Accounts, Saab AB

Having used several other market research companies, I find that GlobalData manages to provide that ‘difficult-to-get’ market data that others can’t, as well as very diverse and complete consumer surveys.

Marketing Intelligence Manager, Portugal Foods

Our experience with GlobalData has been very good, from the platform itself to the people. I find that the analysts and the account team have a high level of customer focus and responsiveness and therefore I can always rely on. The platform is more holistic than other providers. It is convenient and almost like a one stop shop. The pricing suite is highly competitive and value for our organisation.

I like reports that inform new segments such as the analysis on generation Z, millennials, the impact of COVID 19 to our banking customers and their new channel habits. Secondly the specialist insight on affluent sector significantly increases our understanding about this group of customers. The combination of those give us depth and breadth of the evolving market.

I’m in the business of answering and helping people make decisions so with the intelligence center I can do that, effectively and efficiently. I can share quickly key insights that answer and satisfy our country stakeholders by giving them many quality studies and primary research about competitive landscape beyond the outlook of our bank. It helps me be seen as an advisory partner and that makes a big difference. A big benefit of our subscription is that no one holds the whole data and because it allows so many people, so many different parts of our organisation have access, it enables all teams to have the same level of knowledge and decision support.

Head of Customer Insight and Research, Standard Chartered

“I know that I can always rely on Globaldata’s work when I’m searching for the right consumer and market insights. I use Globaldata insights to understand the changing market & consumer landscape and help create better taste & wellbeing solutions for our customers in food, beverage and healthcare industries.

Globaldata has the right data and the reports are of very high quality compared to your competitors. Globaldata not only has overall market sizes & consumer insights on food & beverages but also provides insights at the ingredient & flavour level. That is key for B2B companies like Givaudan. This way we understand our customers’ business and also gain insight to our unique industry”

Head of Consumer Sensory Insights, Givaudan

GlobalData provides a great range of information and reports on various sectors that is highly relevant, timely, easy to access and utilise.  The reports and data dashboards help engagement with clients; they provide valuable industry and market insights that can enrich client conversations and can help in the shaping of value propositions. Moreover, using GlobalData products has helped increase my knowledge of the finance sector, the players within it, and the general threats and opportunities.

I find the consumer surveys that are carried out to be extremely beneficial and not something I have seen anywhere else. They provided an insightful view of why and which consumers take (or don’t) particular financial products. This can help shape conversations with clients to ensure they make the right strategic decisions for their business.

One of the challenges I have found is that data in the payments space is often piecemeal. With GD all of the data I need is in one place, but it also comes with additional market reports that provide useful extra context and information. Having the ability to set-up alerts on relevant movements in the industry, be it competitors or customers, and have them emailed directly to me, ensures I get early sight of industry activity and don’t have to search for news.

Senior Account Manager, TSYS
Go even deeper with GlobalData Intelligence Center

Every Company Report we produce is powered by the GlobalData Intelligence Center.

Subscribing to our intelligence platform means you can monitor developments at Electric Vehicles in Defense – Thematic Intelligence in real time.

  • Access a live Electric Vehicles in Defense – Thematic Intelligence dashboard for 12 months, with up-to-the-minute insights.
  • Fuel your decision making with real-time deal coverage and media activity.
  • Turn insights on financials, deals, products and pipelines into powerful agents of commercial advantage.