product1 distinct publisher
Defense is not big enough to replace the EV market, but it is big enough to move the roadmap
The DOE's new $500 million goes mostly to feedstock, not weapons. And the gap between Pentagon battery buying and automotive battery capex is roughly 90 to 1.
Publishers:techcrunch.com
Reality
- Evidence54
- Adoption38
- Hype gap+22
- Incentives66
- Confidence47