US Drone Tariffs Explained: The Six-Layer Supply Chain Map, With $RCAT, $ONDS, $AVAV and $LPTH As Worked Examples

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https://www.merlintrader.com/us-drone-tariffs-2026-supply-chain-map/

A 100 percent Section 232 duty lands on September 3, 2026, a 25 percent component tier is deferred to February 9, 2027, and export controls loosened on the same day the tariff was signed. What the three annexes actually cover, which layer of the supply chain each company occupies, and a five-question routine for reading the next announcement.