Quick Summary
• Last year, the US Federal Communications Commission (FCC) announced a ban on certain components sourced from foreign suppliers, including Chinese firms, used in unmanned aerial systems (UAS). Meanwhile, the FY...
Additional Context
Last year, the US Federal Communications Commission (FCC) announced a ban on certain components sourced from foreign suppliers, including Chinese firms, used in unmanned aerial systems (UAS). Meanwhile, the FY 2026 defense budget introduced a host of new bans on DoD sourcing of critical materials and components from foreign entities of concern (FEOC) (a list that includes China), with batteries among the principal product categories banned.
While both of those moves make sense from a strategic perspective, they obviously create near- and intermediate-term difficulties for US defense supply chains, given the extent of Chinese dominance in the production of both drones and batteries. From an inverse angle, the bans of course also create opportunities for companies like 6K Inc., as we can se