Defence Finance Monitor

Defence Finance Monitor

Solid-State Batteries for Military Applications in Europe

Industrial Qualification, Materials Sovereignty and Tier-2/Tier-3 Value Capture in Europe’s Defence Energy Transition

Feb 26, 2026
∙ Paid
The Future of Solid-State Batteries in Electric Vehicles - Zuken US

Solid-state battery technology is frequently discussed in terms of theoretical energy-density gains, yet its relevance for European defence depends on a more demanding set of industrial conditions. Military adoption requires demonstrable safety under abuse, mechanical robustness, traceable supply chains, reproducible manufacturing processes, and qualification pathways aligned with NATO–EU readiness objectives. This report examines solid-state batteries through that institutional and industrial lens. It maps the European value chain beyond prime cell manufacturers, identifies Tier-2 and Tier-3 segments capable of capturing strategic leverage, analyses bottlenecks in scale-up and metrology, and reconstructs the transition from research funding to defence procurement. Subscribers will find a structured, source-anchored assessment designed for strategic, industrial, and capital allocation decisions within the 2025–2035 horizon.


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