Drone Tariffs Expanded; Allies Hit 10–15%

The White House announced ad valorem tariffs under Section 232 on imported drones and components, with up to 100% on heavier drones over 25 kg (and certain sensitive models) and 25% on smaller drones; allies including the EU, Japan, South Korea, Switzerland, and Taiwan face 10–15%, while the UK faces 10%. Tariffs take effect in 21 days for drones and later provisions, with some exemptions and country-specific adjustments. Officials frame it as a national-security measure to reduce dependence on foreign suppliers and spur domestic production. Analysts say the move could accelerate a bifurcated global drone supply chain, given the dominance of Chinese firms like DJI. Industry reaction is mixed, with potential short-term gains for U.S. makers but higher costs for users, and possible frictions with Ukraine's planned UAV sales. The measures are part of broader efforts to strengthen domestic capabilities and modernize military supply chains.