U.S. drone tariffs may benefit ZenaTech's domestic manufacturing unit
ZenaTech, Inc. (Nasdaq: ZENA) said a U.S. Presidential Proclamation signed Aug. 13, 2026, imposing Section 232 tariffs of up to 100% on imported drones and components could benefit its U.S.-based drone manufacturing subsidiary, ZenaDrone.
The proclamation targets imported drones and certain critical components, including drones weighing more than 25 kilograms and those with thermal imaging capabilities, which face tariffs of up to 100%. Smaller drones generally face a 25% tariff. Products and components sourced from Taiwan qualify for preferential tariff treatment of no more than 15%, a rate ZenaTech said applies to its supply chain through its Spider Vision Sensors subsidiary based in Taiwan.
The proclamation cites national security concerns and the goal of reducing U.S. dependence on foreign drone supply chains as its primary objectives. It also establishes an onshoring program to encourage new investment in domestic drone and component manufacturing.
ZenaTech said it intends to evaluate participation in the onshoring program and is reviewing the full proclamation, including applicable tariff schedule classifications and product-level determinations.
"The new Section 232 tariffs reinforce our strategy and could significantly strengthen ZenaDrone's competitive position in the U.S. defense market, particularly for our larger ZD 1000 and Counter-UAS defense platforms," said Dr. Shaun Passley, ZenaTech CEO, in a statement.
ZenaTech is headquartered in Vancouver, British Columbia, and operates drone manufacturing through its ZenaDrone subsidiary, along with a Drone as a Service business and an enterprise software division.
