Electrification Is Defense Industrial Policy

Mastering batteries, motors, power electronics, sensors, and autonomy—the 'Electric Tech Stack'—is now a dual‑use imperative. The same parts that make cheap, mass‑produced drones decisive in war also power EVs, factory robots, and consumer goods, so industrial policy that builds this stack serves both security and growth. — It gives governments a concrete, defensible target for industrial policy that links national security to broad‑based manufacturing competitiveness.