DFM Platform

Theme · 145 published threads

Critical Materials & Batteries

Critical raw materials, energy storage and battery supply chains underpinning defence-industrial capacity.

Threads under this theme examine critical raw materials, energy storage and battery supply chains underpinning defence-industrial capacity.

What this theme tracks

  • Companies and suppliers working on critical Materials & Batteries
  • Technologies, capabilities and programmes within critical Materials & Batteries
  • Funding, procurement and capital-market signals around critical Materials & Batteries

Platform threads summarise and link to the original DFM analysis; the full analysis and subscription are on DFM Analysis.

Top threads

Strategic Autonomy

Critical Materials For European Defence

Rare earth permanent magnets, gallium and germanium sit beneath the visible architecture of European defence capability. They shape the performance of motors, actuators, radar systems, sensors, electronic-warfare…

Strategic Autonomy

Exel Composites Oyj

Exel Composites Oyj is a Finnish advanced-composites manufacturer headquartered in Vantaa and listed on Nasdaq Helsinki. The company designs and manufactures composite profiles, tubes, laminates and customised…

Strategic Autonomy

Volta Structural Energy

Volta Structural Energy is an Italian deep-tech startup pioneering structural batteries – composite panels that serve as both load-bearing vehicle or satellite structures and energy storage. By embedding rechargeable…

Strategic Autonomy

Alice & Bob: Strategic-Technological Analysis

Alice & Bob is a French quantum computing spin-off founded in 2020 by researchers from École Normale Supérieure de Paris and CNRS, with headquarters in France (Paris) and a branch in Boston, USA . The company develops…

Strategic Autonomy

ELSA Industry S.R.L.

ELSA Industry S.R.L. is a young European aerospace innovator, applying composite materials and hydrogen propulsion to create next-generation light aircraft components. Founded in 2020 and headquartered in Bucharest…

Strategic Autonomy

Critical Raw Materials, Refining and Recycling

Europe’s critical raw materials problem is no longer a narrow question of mining access. It is a structural exposure in the industrial stages that turn minerals into usable strategic inputs for chips, batteries, defence…

Strategic Autonomy

Batteries, Storage and Electric Mobility

Batteries are no longer a narrow component of the electric-vehicle transition. They have become a strategic storage infrastructure linking automotive competitiveness, grid stability, critical raw materials, industrial…

Strategic Autonomy

Energy Security, Grids and Electrification

Europe’s strategic autonomy is usually discussed through defence spending, semiconductors, AI infrastructure, batteries, hydrogen, steel, chemicals and advanced manufacturing. That framing misses the deeper physical…

Strategic Autonomy

Chemicals, Fertilisers and Strategic Molecules

European strategic autonomy is usually discussed through visible systems: weapons, semiconductors, batteries, medicines, energy infrastructure and advanced materials. Yet each of these sectors depends on a less visible…

Strategic Autonomy

Graphenest and European Defense Autonomy

Graphenest, S.A. is a rising European nanotechnology company turning the promise of graphene into practical solutions for modern industry. Founded in Portugal in 2015, this deep-tech startup has developed a proprietary…

Strategic Autonomy

Customcells Germanys High Performance

In a quiet facility on Germany’s “Energy Coast,” engineers at CustomCells are crafting lithium-ion batteries unlike any others in Europe. This independent German company specializes in tailor-made high-performance…

Strategic Autonomy

Tiotech Norway Strategic Technological

The future of batteries is being reshaped in a most unexpected place. In the quiet innovation hub of Bergen, Norway, a team of scientists and engineers is turning an ordinary white pigment into a high-performance…

Strategic Autonomy

Bcomp LTD Strategic Technological

Bcomp Ltd. is a Swiss deep-tech scale-up specializing in high-performance natural fibre composite materials. Founded in 2011 in Fribourg by EPFL materials science PhDs [1] , the company’s mission is to “decarbonise the…

Strategic Autonomy

Advanced Materials For European Defence

Europe’s defence-industrial readiness will not be determined only by budgets, prime contractors or major platform programmes. It will also depend on a less visible layer of qualified materials, processes and suppliers…

Company Relevance

BeyondComposite

BeyondComposite is an emerging European defense technology company that marries advanced materials science with strategic purpose. Founded in Portugal in 2018 by a team of university researchers, this small firm has…

Capital Signals

Marshall Aerospace and Defence Group (UK)

In fact, Marshall “has supported the global C-130 fleet since 1966” and was the first Lockheed-authorized heavy maintenance centre for both legacy C-130s and the modern C-130J Super Hercules. Its core expertise includes…

Industrial Capacity

Aciturri - aerospace manufacturer

Aciturri is a Spanish aerospace manufacturer with a long pedigree in designing and producing advanced aerostructures and engine components. It has grown from a family-founded enterprise (1977) into a global Tier‑1…

Company Relevance

Aernnova Aerospace

Aernnova Aerospace is a Spanish mid-cap aerostructures manufacturer specializing in advanced metal and composite airframe components. The company designs and produces wings, fuselages, stabilizers and other structural…

Company Relevance

Destinus – Hypersonic Hydrogen Flight

Twenty years after Concorde’s final flight ushered out the first era of supersonic travel, a new European contender is reviving the dream of high-speed aviation. Destinus, a Swiss-founded aerospace start-up, is…

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