KRATOS DEF.+SEC.NEW DL001
Commented by Nico Popp on July 20th, 2026 | 07:30 CEST
Battery Crisis Threatens AeroVironment and Kratos Defence—How HPQ Silicon Could Benefit
It is wartime. Anyone aiming to dominate the skies must think beyond aerodynamics and sensor technology when it comes to drones. The greatest driver of innovation lies in the chemical composition of batteries. As demand for drones across commercial, industrial, and military applications continues to surge, conventional lithium-ion batteries are reaching their limits. The bottleneck lies in the material itself: graphite anodes result in shorter flight times and higher weight. To overcome these limitations, the industry is undergoing a paradigm shift toward silicon-based anodes. This technology significantly increases battery capacity and performance, enabling an entirely new generation of drone applications. We take a closer look at the technology behind this transformation and highlight several companies that stand to benefit.
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Commented by Nico Popp on October 23rd, 2025 | 07:20 CEST
Next DRONE BOOST ahead: NEO Battery Materials, Kratos Defense, AeroVironment
Drones have become indispensable in modern warfare. That much is now clear. NATO and EU countries are therefore pooling considerable resources for unmanned systems: this year, NATO allies decided to increase defense spending to a total of 5% of economic output. Germany alone announced that it would invest EUR 10 billion in drones of all kinds in the coming years. These massive investments underscore that there is no way around drones. To ensure the supply of high-performance drones, battery technology is increasingly coming into focus. China dominates this field and has recently restricted military exports. The up-and-coming Canadian company NEO Battery Materials is closing the gap.
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Commented by Nico Popp on October 10th, 2025 | 07:05 CEST
War increasingly likely? This supplier is improving drones: AeroVironment, NEO Battery Materials and Kratos Defense
"Is war against Putin inevitable?" This was the headline in BILD yesterday in response to statements by military historian Sönke Neitzel on the ARD talk show Maischberger. According to Neitzel, Putin has already paved the way for war with his recent escalations. The historian asks: "If Putin is determined – many in NATO say so, and I would agree – will he wait until we can say that even the German Armed Forces now have enough drones? No, probably not." Neitzel believes that, due to the current poor equipment of many NATO countries, a military conflict between NATO and Russia could occur within the next three years. Investments in drones are therefore urgently needed. We present a battery supplier that offers tailor-made technology for drones, capable of drastically reducing the dependence of Western militaries on batteries from China.
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