ExecutiveOrdersEO
Proc 11055ProclamationTrump 47 · R Quiet signal

Proclamation 11055

Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components Into the United States

Defense & SecurityDefense & SecurityTradeTradeEconomy & LaborEconomy & LaborEnergy & EnvironmentEnergy & EnvironmentAI & TechnologyAI & Technology

In simple terms

This Proclamation imposes Section 232 tariffs on unmanned aircraft systems (UAS) and UAS components to address national security concerns over foreign supply chain dependence and cybersecurity risks. A 100% ad valorem duty applies to larger UAS (>25 kg), thermal-imaging UAS, docking stations, and certain critical components effective September 3, 2026; a 25% duty applies to smaller UAS and (after a 180-day delay) certain components effective February 9, 2027. The proclamation also establishes an onshoring incentive program allowing tariff-free imports for supply chains during construction of approved U.S. manufacturing facilities, with preferential rates for allied nations meeting domestic content requirements.

Federal Register Open PDF 91 FR 53699

Record & deadlines

  1. Signed

    Signed by the President

  2. FR published

    Published in the Federal Register · 91 FR 53699

    Federal Register PDF
  3. In 52d

    Secretary of Commerce must provide first national security update to President

  4. 25% tariffs take effect for Annex III UAS components

  5. Effective date for Blue UAS Cleared List and FCC Conditional Approval List companies (180 days from proclamation date)

  6. Construction must occur before this date for onshoring plan approval

  7. 17d ago

    100% and 25% tariffs take effect for Annex I and II UAS and components (except clause 6 products)

Market exposure

Policy exposure mapping — not investment advice. Illustrative public companies are incomplete and not recommendations.

Sectors

Defense primesTechnology & softwareAerospaceOil & gasAgricultureOther industrial

Mechanisms

TariffSubsidy / incentiveLicensing

Role pressure

  • ProtectiveDomestic producer — Tariffs and onshoring incentives directly shield U.S. UAS manufacturers from foreign competition; preferential access to tariff-free supply chain inputs during facility construction
  • AdverseImporter — 100% and 25% tariffs increase costs; rolling component authority expands exposure; only allied-country content certification or onshoring approval provides relief
  • MixedDownstream manufacturer — Higher input costs for UAS-dependent products but potential long-term supply chain security; 180-day delay for components provides partial adjustment window
  • MixedTrading-partner exporter — Allied nations (JP, KR, TW, CH, LI, EU, UK) face capped rates of 10-15% if domestic content certified; non-allied exporters face full 25-100% rates; China implicitly most exposed
  • AdverseProject developer — Critical infrastructure, agriculture, energy sectors face higher UAS acquisition costs absent onshoring or allied sourcing

Geographies

USJPKRTWCHLIEUUKMXCACN

Exposure dates

  • — 100% and 25% tariffs take effect for Annex I and II UAS and components (except clause 6 products)
  • — Effective date for Blue UAS Cleared List and FCC Conditional Approval List companies (180 days from proclamation date)
  • — Construction must occur before this date for onshoring plan approval

Illustrative public companies

Curated watchlist matches by sector/role — incomplete; not a recommendation.

MMM3MEADSYAirbusGOOGLAlphabetAAPLAppleADMArcher Daniels MidlandBABoeingBGBungeCATCaterpillarLNGCheniere EnergyCVXChevronCOPConocoPhillipsCTVACortevaXOMExxon MobilFCXFreeport-McMoRanGEGE AerospaceGEVGE VernovaGDGeneral DynamicsHONHoneywellQQQInvesco QQQ TrustLMTLockheed MartinMETAMeta PlatformsMSFTMicrosoftNOCNorthrop GrummanNVDANVIDIA

Confidence: high · Policy alerts

Key directives

  • Impose 100% ad valorem duty on UAS >25 kg, thermal-imaging UAS, UAS docking stations, and critical components listed in Annex I effective September 3, 2026
  • Impose 25% ad valorem duty on UAS ≤25 kg listed in Annex II effective September 3, 2026
  • Impose 25% ad valorem duty on certain UAS components in Annex III effective February 9, 2027 (180 days from August 13, 2026)
  • Cap duties at 15% for products of Japan, South Korea, Taiwan, Switzerland, Liechtenstein, or EU members meeting domestic content certification
  • Cap duties at 10% for products of United Kingdom meeting domestic content certification
  • Establish onshoring incentive program with construction deadline before January 20, 2029
  • Authorize Secretary to add UAS components to tariffs on rolling basis
  • Secretary to provide national security update within 120 days of proclamation
  • Streamline onshoring alignment with FCC Conditional Approval process

Who is ordered

Prior policy

  • supersedeAny inconsistent provision of previous proclamations and Executive Orders

What to expect

Immediate

  • Tariff announcement and market positioning; Blue UAS Cleared List companies get 180-day effective date for their covered products

Near term (90d)

  • 100% and 25% tariffs take effect September 3, 2026 for most UAS and docking stations/critical components (Annex I and II)
  • Secretary of Commerce must provide first national security update within 120 days (by December 11, 2026)
  • Onshoring plan application process establishment

Long term

  • 25% component tariffs take effect February 9, 2027 (Annex III, 180 days from signing)
  • Onshoring construction deadline: before January 20, 2029
  • Ongoing rolling authority for Secretary to add components to tariff scope
  • Continuous monitoring and potential modification of tariff regime

Risks & tensions

  • Supply chain disruption for U.S. UAS-dependent sectors (agriculture, energy, critical infrastructure) during 180-day and longer adjustment periods
  • Potential retaliation from targeted trading partners, particularly China (implied but not named)
  • Uncertainty around 'substantially all' critical components certification standard for preferential rates
  • Cybersecurity/data exfiltration concerns with foreign UAS remain partially unaddressed by tariffs alone
  • Domestic production capacity may not scale fast enough to meet military and commercial demand
  • Rolling component authority creates regulatory uncertainty for importers and manufacturers
  • Onshoring program monitoring and enforcement burden on Commerce Department; retroactive rescission risk creates compliance complexity
  • Blue UAS/FCC Conditional Approval List companies receive preferential 180-day delay, creating tiered competitive effects
Proclamation 11055: Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components Into the United States · Executive Orders