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Let's Talk About Drones: We Can't Fly The Future If We Can't Build It

Let's Talk About Drones: We Can't Fly The Future If We Can't Build It

Forbesa day ago
Drones, sometimes called unmanned aerial vehicles (UAV) or unmanned aircraft systems (UAS), are having a transformational moment. While drones have existed since the early 20th century (originally designed for military missions too dangerous for humans), recent advances in automation, AI, and scalable manufacturing have opened the skies to everything from small consumer quadcopters to heavy-lift aircraft capable of carrying substantial cargo.
Today, the global drone market spans consumer, commercial, and defense sectors, delivering value through actionable data, efficiency, and cost savings.
Medium- to large-sized drones offer greater payload capacity, range, and endurance, making them ideal for logistics, large-scale inspections, and critical missions. They can deliver medical and emergency supplies to remote areas, survey disaster zones, and locate missing people in wide-area search and rescue efforts. In the aerospace and defense sector, drones provide real-time intelligence that enables safer, smarter operations while reducing risk to personnel.
Smaller, lightweight quadcopters or fixed-wing UAVs have more maneuverability and can help capture 'birds-eye-views' for filmmakers, map farmland to assess crop health and irrigation, and inspect roofs or cell towers. Skydio is a U.S. leader in this category, with drones that inspect energy grids, assist in life-and-death public safety scenarios, support bridge inspections, and carry out search-and-rescue missions.
Just over sixty days ago, the White House issued three Executive Orders aimed at re-industrializing U.S. airspace:
These EOs were preceded by House and Senate Armed Services Committees' April defense reconciliation, which committed $150 billion to restoring U.S. military capabilities, including $25 billion for munitions and counter-drone capabilities. Then came June's FY 2026 Defense Budget request: $1.01 trillion total (+13.4% over FY25), $13.4 billion for autonomous systems including offensive drone platforms, and $3.1 billion across all services for counter-UAS. In July, H.R.1 earmarked $33 billion in direct spending to advance drones, autonomous systems, and broader U.S. defense modernization: the largest single investment in these technologies to-date.
Recently, the Defense Department also announced plans to support the U.S. drone manufacturing base by equipping U.S. military combat units with "legions of small, inexpensive, American-made drones" paired with investments in simulated drone combat training.
Legislation and financial investment are both promising signals for policymakers, drone companies, and the broader U.S. defense sector. But we can't confuse policy momentum and funding with actual production readiness.
Building the future of flight isn't solely about getting fiscal and regulatory lift off (although it helps), it's about building production systems that are as agile, traceable, and software-driven as the aircrafts themselves.
U.S. drone production is lagging, not for lack of technology development or innovation, because of our dependence on Chinese imports. Globally, commercial drone production is currently dominated by China.
DJI, of Shenzhen, China, alone accounts for about 70% of all global commercial drones sold for hobby and industrial use. The House of Representatives recently passed a bill to ban DJI from supplying its drones in the U.S. with the 'Countering CCP Drones Act,' prompted by concerns that Chinese-made drones could be used to leak secure data on U.S. infrastructure vulnerabilities.
However, because most drones and drone parts come from China, the U.S. stands at a disadvantage. As Beijing tightens trade restrictions on exporting drones, many drone manufacturers are now working quickly to try to find ways to build drone subcomponents onshore themselves.
But this is easier said than done—and U.S. drone manufacturers are up against a slew of obstacles:
Drones are as much software as they are hardware. That means we need to ask difficult questions about our production systems: 'Do we have digital maturity on the factory floor?' 'Are our systems built for traceability and compliance by design?' 'Can our frontline workers see, understand, and respond to what's happening in real-time?'
Consider traceability requirements alone: for a drone to meet Blue UAS standards, manufacturers not only need to track final assembly, but every component: where it came from, how it was built, and who touched it. That level of visibility doesn't happen by accident, but by design. It requires robust data infrastructure, cross-functional coordination, and real-time feedback loops.
Yes, we need policy alignment, funding, and localized supply chains, but if we want to scale domestic airspace production, we must also invest in the digital infrastructure that brings everything together. This means implementing flexible digital production systems that combine robust quality (QA/QC) systems, real-time data visibility, traceability, and security.
This might look like:
This isn't the glamorous side of innovation, but it's the infrastructure that makes innovation real, especially in aerospace and defense, where flexibility is as valuable as speed. If we are serious about reclaiming leadership in drone manufacturing, we must build more than aircraft. We must build the digital foundations that make scale, security, and resilience possible.
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Supercapacitor Market worth $2.84 billion by 2030 - Exclusive Report by MarketsandMarkets™
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Supercapacitor Market worth $2.84 billion by 2030 - Exclusive Report by MarketsandMarkets™

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US manufacturing production stalls in July

WASHINGTON (Reuters) -U.S. factory production was unchanged in July suggesting manufacturing activity was stalling as businesses navigate higher costs from import tariffs. The unchanged reading in manufacturing output reported by the Federal Reserve on Friday followed an upwardly revised 0.3% increase in June. Economists polled by Reuters had forecast production for the sector, which accounts for 10.2% of the economy, dipping 0.1% after a previously reported 0.1% gain in June. Production at factories increased 1.4% on a year-over-year basis in July. Motor vehicle and parts output slipped 0.3% last month after falling 2.5% in June. Automobile manufacturers typically shut down production lines in July for the summer break as well as maintenance and retooling for new models. Excluding motor vehicles, factory output fell 0.1% after rising 0.5% in June. "Tariffs on various inputs to production, in particular steel and aluminum inputs, could mean longer or more broad-based shutdowns this summer," said Veronica Clark, an economist at Citigroup. President Donald Trump has imposed a 50% duty on steel and aluminum as well as a 25% tax on motor vehicles and parts. Trump has defended the duties as necessary to revive a long-declining U.S. industrial base, though economists argue that cannot be accomplished in a short period of time, citing high production and labor costs as among the challenges. There were solid increases in the production of electrical equipment, appliances and components, aerospace and miscellaneous transportation equipment as well as furniture and related products. But production of primary metals and machinery declined. Durable goods manufacturing production rose 0.3%. Nondurable manufacturing output decreased 0.4%, with production falling across all categories. Mining output fell 0.4% after easing 0.3% in the prior month. Utilities production slid 0.2%. That followed a 1.8% surge in June. Overall industrial production fell 0.1% after rising 0.4% in June. Industrial output advanced 1.4% on a year-over-year basis. Capacity utilization for the industrial sector, a measure of how fully firms are using their resources, declined to 77.5% from 77.7% in June. It is 2.1 percentage points below its 1972–2024 average. The operating rate for the manufacturing sector slipped to 76.8% from 76.9% in June. It is 1.4% percentage points below its long-run average.

C.H. Robinson gets an upgrade at S&P Global, reduced headcount a key reason
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C.H. Robinson is back to its long-time debt rating of BBB+ from S&P Global Ratings, after about 15 months at a level one notch below that. The ratings agency on Wednesday increased the rating of the giant 3PL by one notch to BBB+. It had cut that rating to BBB in May 2024, after the company had held a BBB+ since at least 2018. But the May reduction came right about the same time that C.H. Robinson (NASDAQ: CHRW) was beginning its turnaround, at least as far as its earnings demonstrated. A strong first quarter 2024 report sent the company's stock price soaring, and that has been followed by continuing solid financial reports and a rise in its stock price of about 73% since the end of April 2024. The stock is up almost 24% just in the last month. The S&P Global (NYSE: SPGI) rating is considered one notch above the Moody's (NYSE: MCO) rating of Baa2 for C.H. Robinson. Moody's affirmed that rating in late June. Both ratings are in investment-grade territory. 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In its release announcing the change, S&P Global said the metric of funds from operations to debt at C.H. Robinson has been above 45% since the fourth quarter of 2024, a key metric. The ratings agency said it expects C.H. Robinson to sustain that coverage at 'well over' 45%,'which comfortably exceeds our previous upside threshold for our rating.' That metric was another key number that led to the upgrade, S&P Global said. Debt load is reduced Another development cited by S&P Global was debt redemption by C.H. Robinson. The ratings agency said the 3PL has fully repaid a $141 million balance on its revolving credit facility and reduced its borrowing under an accounts receivable lending facility by $70 million. Other metrics cited by S&P Global are efficiency-driven. For example, the agency said, shipments per person per day 'have grown at a double digit percentage for over two years, supported by automation and digital capabilities.' The upgrade came with an outlook of stable. 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Robinson gets an upgrade at S&P Global, reduced headcount a key reason appeared first on FreightWaves. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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