Applications: Aviation, Drones, Space

UAS/UAM Market Overview Active US Fleet - Commercial Fleet Drives Increased Performance & Demand

Recreational UAS/UAM are typically low utilization and typically does not require battery replacement in its lifetime resulting in new drones as the primary battery demand driver in the segment For commercial drones battery wear, not unit sales, drives demand: The commercial/Part 107 sUAS fleet flies far more hours than recreational drones, making battery replacement cycles (months, not years) the dominant source of recurring battery demand rather than new-aircraft builds UAS missions prioritize high C-rate, fast recharge, and thermal robustness over long cycle life; Li-ion chemistries are optimized for burst power and mission turnaround, not EV-style longevity

Regulation unlocks battery volume: BVLOS, delivery pilots, and higher utilization rates materially increase battery throughput per airframe, meaning modest fleet growth translates into outsized battery demand growth once regulatory constraints ease

USA | 25 kgs

Recreational

Rec New Add

Commercial

Pack (kWh)

Rec MWh

Comm MWh

Total MWh

Assumes 6 replacements per year

Source: compendium to faa aerospace forecast fy 20252045 emerging aviation entrants: unmanned aircraft systems and advanced air mobility

Extracted from the PDF; charts and images may read imperfectly.