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Electric Vehicles (EV) in Defense – Thematic Research

"Electric Vehicles (EV) in Defense – Thematic Research", report provides an overview of the electric vehicles market, outlining advances in the technology and key programs. Key investment comes from players including GM Defense, and government funding has benefited a number of players.

This report also examines companies who are investing in the development of hybrid electric vehicles in defense, and those who are exploring charging solutions.


Key themes in electric vehicles in defense development are established, both in terms of defense trends, technology trends, regulatory trends and macroeconomic trends.

In particular this report identifies market trends over the next 24 months, outlining which sectors are likely to benefit from increased spending on electric vehicles in defense.

This report is part of our ecosystem of thematic investment research reports, supported by our "thematic engine".

Key Highlights

The companies section identifies key players in the market, and in what areas they are making investments.

The report also identifies market opportunities, outlining which direction the market is likely to take.

Reasons to Buy

Determine potential investment opportunities based on trend analysis and market projections.

Gaining an understanding of the market surrounding the hydrogen aircraft theme.

Understanding how hydrogen aircraft spending will fit into the overall market and what spending areas are being prioritized.

Companies Mentioned

Alion Science and Technology, BAE Systems, Burns and McDonnell, BWX Technologies, CALSTART, Canadensys Aerospace, China National Nuclear Corporation, Coritech Services, Czero, Fermata Energy, General Dynamics, GM Defense, HIPPO Multipower, Jacobs, LeadCold Reactors, Magtec, Millbrook, NP Aerospace, NuScale Power, Oshkosh Defense, Otokar Otomotiv ve Savunma Sanayi, PC Krause and Associates, Pratt Miller Defense, QinetiQ Group, Rheinmetall BAE Systems Land (RBSL), Supacat, Terrestrial Energy, Tritium Technologies, Urenco, Westinghouse Electric Companies, Wright Electric, X-Energy

Table of Contents

Executive summary


Technology briefing


Industry analysis

Impact on Defense

Value chain



Further reading

Our thematic research methodology

About GlobalData

Contact Us

List of Tables

Technology trends

Macroeconomic trends

Regulatory trends

Defense trends


Companies:Competitve Position

Defense Companies:Competitve Position


Further reading

List of Figures

Who are the leading players and upcoming challengers in the electric vehicle landscape?

Automotive industry survey results on Tesla’s advantage

Tesla to increase production by building out regional manufacturing

EV powertrains as a proportion of all new powertrains, 2015-2035

Regional share of EVs on the road 2015 vs 2020

Regional share of EV production 2015 vs 2020

Lithium carbonate equivalent demand by product 2015 vs 2021 forecast

China’s share of production stages of Li-ion battery manufacturing (%)

Tesla vs key rivals 2020 sales

Tesla vs key rivals May 2021 market capitalization

The electric vehicle value chain

The electric vehicle technology stack: battery raw materials

The electric vehicle technology stack: battery components

The electric vehicle technology stack: lithium-ion batteries

The electric vehicle technology stack: semiconductors

The electric vehicle technology stack: drivetrains

The electric vehicle technology stack: auto component suppliers

The electric vehicle technology stack: assembly

The electric vehicle technology stack: charging stations


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