
Batteries in Aerospace and Defense (2024) - Thematic Research
Description
Batteries in Aerospace and Defense (2024) - Thematic Research
Summary
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.
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.
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.
- 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
70 Pages
- Executive Summary
- Players
- Technology Briefing
- It is all about energy, and batteries store it
- Batteries convert chemical energy into electrical energy
- Recharging
- There are many different battery technologies
- What happens after a battery is used up?
- There are alternatives to batteries
- Hydrogen fuel cells
- Ultracapacitors
- Thermal energy storage systems
- Batteries in electric aircraft
- Batteries in eVTOL
- Batteries in electric vehicles in defense
- Trends
- Technology trends
- Macroeconomic trends
- Regulatory trends
- Industry Analysis
- Market size and growth forecasts
- Demand for Li-ion batteries is soaring
- The industry needs to build a more sustainable supply chain
- EV growth requires gigafactory investment
- There are many challenges in the factory
- The battery industry is likely to consolidate…
- …increasing the risks of crowding out…
- …and compounding raw material problems
- Some players are turning to AI and quantum computing
- Recycling is imperative
- Different battery chemistries are taking off in different geographies
- Advantages of electric vehicle batteries in defense
- Challenges facing electric vehicle batteries in defense
- The use of eVTOL batteries in defense
- 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
- Who’s who
- Thematic screen
- Valuation screen
- Risk screen
- Glossary
- Further Reading
- GlobalData reports
- Our Thematic Research Methodology
- About GlobalData
- Contact Us
- List of Tables
- Table 1: Selection of battery technologies, the components, and the end markets
- Table 2: Technology trends
- Table 3: Macroeconomic trends
- Table 4: Regulatory trends
- Table 5: M&A transactions associated with the batteries theme and defense sector in the last five years
- Table 6: Public companies
- Table 7: Private companies
- Table 8: Glossary
- Table 9: GlobalData reports
- List of Figures
- Figure 1: Who are the leading players in the batteries theme, and where do they sit in the value chain?
- Figure 2: Who are the leading players in battery technologies, and where do they sit in the market?
- Figure 3: Electrons flow from the anode to the cathode during discharge
- Figure 4: Advanced battery chemistries span the periodic table
- Figure 5: The Li-ion battery market will grow to over $400 billion by 2035
- Figure 6: EV battery gigafactory capacity development by country, 2022-2030
- Figure 7: The batteries story
- Figure 8: Batteries: value and volume of all deals involving defense companies, last five years
- Figure 9: Batteries: Leading patent assignees in the defense sector (2021–2023)
- Figure 10: Batteries: Authorities with the most patents in the defense sector, (January 2021–January 2024)
- Figure 11: Batteries: Most active recruiters in the defense sector, (2023)
- Figure 12: The batteries value chain
- Figure 13: Batteries value chain: battery raw materials
- Figure 14: Batteries value chain: smelting and refining
- Figure 15: Batteries value chain: component makers
- Figure 16: Batteries value chain: battery technologies
- Figure 17: Batteries value chain: end markets
- Figure 18: Batteries value chain: end of life
- Figure 19: Who does what in the defense space?
- Figure 20: Thematic screen
- Figure 21: Valuation screen
- Figure 22: Risk screen
- Figure 23: Our five-step approach for generating a sector scorecard
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