The Role of Energy in Defense
Energy is becoming the new ammunition as defense enters a structural inflection point. A Patriot PAC-3 costs about $4M per intercept, while a laser engagement costs under $20, reshaping deterrence economics. Over the next 15 years, $250-300B is expected to shift toward power infrastructure, semiconductors, and photonics.
OpImpact focuses on enabling systems like energy and thermal management that make directed energy scalable. This dual-use shift is driven by defense needs and commercial sectors such as EVs, medical imaging, and green energy.

