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A global defense revolution continues based on the centers of the EU-power-powered ovens with autonomous, drones and batteries. Last month, President Donald signed Trump “American Drone Dominance reveals“Executive Order and Defense Secretary of Defense Hegseth Efforts on July 10 began to operate Bolster Interior Drone Technology and Production.
Unfortunately, for the United States and the West, all the revolution stands at a generation of generation: today is equipped with approximately every autonomous system, which depends on the supply chains of China. If the American source cannot and Drones and autonomous systems produce batteries that strengthen the batteries, its advantage is at risk.
The Ukrainian conflict presents a real time demonstration of the new reality of the war. Ukrainian forces They used small, cheap drones Russia to destroy millions of dollars worth of strategic bombers. Ukraine has become an innovative laboratory for the development and production and production of Western drones, but all this is still equipped with batteries from China.
Pentagon has obtained the memo. The army is the largest in the Cold War, which is also equipped with thousands and potential millions of unique division sections, resulting with drones. Is the Replicor Initiative of the Defense Department Thousands of autonomous systems rapidly by the end of this year. Projects such as Defense Innovation Unit Programs as GI Tracking the next generation of Drone Technology.
This change brings an amazing reality. For the past 100s, the results of oil in the oil entry to electric tanks, planes, ships and supply chain lines determined the results of wars. However, access to the world of unmanned autonomous systems, batteries and AI systems is a new competitive advantage. Unfortunately, we remain behind the batteries.
China’s battery monopoly
Lithuanium-ion battery technology, which dominates the market for drones and other defense applications, processed cobalt, nickel, manganese and graphite materials, battery production, which prevails the market-managed supply chains. In the case of graphite, a material found in almost every battery today manages the processing of more than 95% of the Chinese global battery market. This is not the result of a free market race. This is the result Decades of Chinese Industrial Policy and subsidies to build global management in batteries.
Despite the construction of battery production to the last investment in the United States and the EU, China’s market consolidation continues to grow every year. Why? Because China has a monopolist in supply chain and technology to feed these battery plants. Beijing has limited exports of critical battery materials, global markets upset opponents and in some cases ceased to provide batteries Specifically for US dollar companies. In other words, China uses the monopoly in the market.
Congress recognized this weakness when the 2024 National Defense Authority Law, which prohibits the defense department Purchase of batteries with Chinese materials From October 2027, what was the potential sensitivity in 2025 and did not invest fast enough or strategically enough to strengthen an internal battery supply chain of the United States.
The solution is the future generation batteries
Let’s face the bride. After about 30 years of industrial policies, China won the battle for Lithium-Ion dominance. Repeating the strategy, the monopoly leader in the hands of the wasted sources. The better road is to flex a lithium-ion technology by accelerating the phase of generation, which depends on local supply chains of Lithium-Ion technology.
Lithium-sulfur batteries represent one of the most promising and immediate existing alternatives. Unlike ordinary lithium-ion technology, China does not require Chinese manageable minerals and process such as lithium-sulfur batteries, nickel, cobalt, manganese and graphite. Instead, the Lithium-sulfur is built of materials developed in the United States as side products in the existing oil and gas industry.
In addition, a lithium-sulfur is a leap in energy density, that is, a leash, ie a 30-50% lighter weight battery. Each gram of issue in drone applications. The US-made Lithium-sulfur-sulfur-sulfur-sulfur-sulfur-sulfur, paired with American innovations, the United States, which is more loaded with American innovation, is that America can lead the Drone Revolution.
Several US companies are competing to commercial lithium-sulfur technology. Lyten is one of them. In the second quarter, which was stems in the United States and produced, we started production of commercial drone batteries superior to energy density, lithium-ion batteries. The pipeline of interested customers grow in daily aerospace, protection, supply chain and industrial sectors – open evidence of pent-up requirements for alternatives to today’s lithium-ion technology.
Time to put in Trug investmentH Defense Production Act
Now it’s time to move urgently. The United States is a superior alternative to the existing lithium-ion technology, massively large-scale, local supply chain and rapidly strategic production infrastructure. The Defense Production Law provides a grant to accelerate the internal production of the federal government body aimed at national security. President Trump previously used DPA to increase internal production of medical supplies during the pandemic. The existing battery crisis requires similar relevance.
Starting with drones, it was time for America to make a statement on a global scale and implement a battery revolution he led by the United States.
Reviews expressed in Fortune.com are the opinions of the authors and do not necessarily reflect the ideas and beliefs Fortune.
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