The U.S. drone industry got a major boost this week as the Federal Communications Commission (FCC) officially grounded the competition from China. 

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Following a national security determination issued on Monday, the FCC added foreign-made uncrewed aircraft systems (UAS) and their critical components to its “Covered List,” effectively banning foreign-made drones.

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The Regulatory Catalyst

The FCC ban effectively bars Chinese drone makers DJI and Autel, along with other foreign manufacturers, from receiving the FCC authorizations required for sale in the U.S. 

While existing fleets remain operational for now, the inability to import or sell next-generation hardware has created an immediate vacuum in a market where DJI once held a nearly 70-80% market share.

Domestic Drone Stocks Surge

Investors have been quick to identify the ...