The Missing Power Layer of Modern Warfare

Bullish:

• $POWER - Military modernization driving massive demand for tactical power systems as Army transitions to electronic battlefield with drones, sensors, and AI requiring new power infrastructure.

  • “We are moving towards an increasingly electronic battlefield. There's really this missing power layer that is required to actually field all those systems.”

    Adam·0:18

  • “Your average soldier today, they're drawing just by themselves 30 to 60 watts of power continuously during their operations. So that's basically a mid tier laptop running all the time.”

    Alex·0:06

  • “The Army is adding drones, sensors, electronic warfare, edge AI, autonomous systems. We've heard about this. It's happening faster than ever.”

    Erin·4:46
• $ENERGY - US investing heavily in domestic battery production and energy storage with over $300M in government funding to reduce China dependency.

  • “you're looking at across just IBP, industry based policy, the Department of Energy, you're looking at almost $300,000,000 of investment.”

    Alex·41:07

  • “the department is is probably the highest willingness to pay kinda per kilowatt hour for these systems, you know, versus kinda consumer, commercial type applications.”

    Adam·42:50