Lithium battery and solar container dual-theme military stocks

How much will DoD invest in lithium batteries in 2023?

In Fiscal Year 2023 alone, DoD will invest $43 million in these areas. As part of the Lithium Battery Strategy, DoD is evaluating policy changes to improve its buying power, incentivize allied and domestic markets, and allow DoD to be a better customer to the Defense Industrial Base.

Are China's Lithium-ion storage batteries a security risk?

While mainland China’s lithium-ion storage batteries are useful for meeting economic and decarbonization goals across the United States, Europe, and elsewhere, its battery complex poses potential security risks, especially in the event of a contingency over Taiwan.

Are solid-state batteries better than lithium-ion batteries?

Crucially, solid-state batteries are advantaged over lithium-ion batteries at preventing fires, which are a major risk aboard submarines. While solid-state batteries have yet to be commercialized due to cost and technical challenges, military customers — including in China — are not as price-sensitive.

What is a military battery?

Our lightweight, compact batteries are field-proven to deliver exceptional reliability and performance for military applications, from infantry communications, base camps and weapon systems to torpedoes, UAVs/UUVs, naval ships, aircraft and military vehicles. Reliable, portable energy storage keeps soldiers connected, aware and safe.

How important are batteries in military affairs?

There is, however, only limited recognition of batteries’ growing importance in military affairs, especially in a contingency over Taiwan. While positive steps are being taken to limit Beijing’s industrial and technological capacity in batteries, the Washington- and Brussels-led alliance system must act more vigorously.

Why are batteries so important in China's Military?

Batteries are an increasingly important feature in military affairs, with use cases ranging from diesel-electric submarines to unmanned platforms and more. Moreover, synergies between China’s battery, drone, and shipbuilding complexes are alarming.