Defense drones used about 4.3 gigawatt-hours of battery capacity in 2025, a sliver of a market roughly 1.6 terawatt-hours in total, according to Benchmark Mineral Intelligence. With the Pentagon's drone buy heading from tens of thousands this year to more than 200,000 by 2027, the military will be a price taker for a supply chain it can't afford to see break.

— via War on the Rocks, Morgan Bazilian