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Unusual Machines Jumps After Trump Slaps 100% Drone Tariff In "Hard Decoupling" From China
Shares of drone makers AeroVironment and Aevex, and "pure-play" drone-parts company Unusual Machines, are higher in premarket trading Thursday after the Trump administration signed a proclamation imposing tariffs of as much as 100% on imported drones and components, part of a broader effort to decouple the nation's drone supply chain from China.
Drones weighing more than 55 pounds, in other words, Group 3 drones, equipped with thermal imaging and certain sensitive components will face the top rate. Smaller, less-capable drones (< Group 3) and other parts will be subject to a 25% duty. Qualifying imports from the European Union and several US trading partners will face a 15% levy, while UK products will be taxed at 10%.
"The tariffs will take effect 21 days after signing. For components of drones that are not particularly sensitive, the tariffs will take effect 180 days after signing," the White House wrote in a fact sheet describing the new drone tariffs.
"In the long term, we're probably slipping towards an outcome of a hard decoupling for at least certain types of drones," said Christopher Beddor, deputy China research director at Gavekal Dragonomics, who Bloomberg quoted. "I think this is part of a broader pattern in which both the US and China uphold their basic trade agreement but continue to take relatively low-grade actions against each other."
Alicia Garcia-Herrero, chief economist for Asia-Pacific at Natixis, said these drone tariffs are all "about reducing dependence on China for advanced drones and, importantly, components, as previous FCC barriers did not cover imports of grandfathered models and many drone components."
AeroVironment and Aevex were marginally higher in premarket trading. However, Unusual Machines, which we've labeled a "pure-play" NDAA-compliant drone-component manufacturer...
... jumped 13% and continues to move higher since our initial coverage began on July 23 (+54%).
Related
- This American Drone-Motor Company Is Positioned For "Massive Procurement Tailwind"
- Wall Street Zeroes In On This "Pure-Play" US Attack Drone Company
In the previous report, we focused on AeroVironment, Ondas, Red Cat, AEVEX, Redwire, Insitu and Teledyne FLIR. Private companies covered included Anduril, Skydio, Shield AI, Quantum Systems, Performance Drone Works, DZYNE, Firestorm Labs, and Neros.
Read the full report on how to profit from the "Asymmetric Warfare Boom."
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Saudi Oil Fleet Increasingly Going 'Dark' Due To Houthi Blockade
Yemen's maritime blockade on Saudi shipping has pushed the kingdom’s crude exports off the radar in the Red Sea, with tankers forced to turn off their tracking signals to avoid attack and every recent cargo loaded at Yanbu sailing "dark," Reuters reported on Wednesday.
Saudi export volumes can no longer be independently verified as a result of the increased invisibility, with ship-tracking firms issuing conflicting estimates of the same shipments, figures the International Energy Agency (IEA), OPEC, and traders use to gauge world supply and forecast the market.
via AFPThree firms tracking the same week beginning August 3 reached three different conclusions.
Vortexa measured a modest decline at Yanbu, to 2.38 million barrels per day (bpd) from 2.71 million, while Kpler reported a collapse to 1.78 million bpd from 4.04 million, and AXSMarine recorded a rise, to 850,000 bpd from about 420,000.
Vortexa analyst George Morris said no Yanbu cargo lifted last week had its Automatic Identification System (AIS) switched on.
"Last week Yanbu liftings were all conducted dark. We're not seeing any loadings with Automatic Identification System (AIS) on at the moment," he said.
Kpler analyst Nhway Khin Soe said about 70 percent of loadings along the Saudi west coast were dark in recent weeks, and that every Yanbu cargo loaded since 23 July involved a vessel without continuous AIS coverage.
An average of 32 vessels per day passed through the Bab al-Mandeb Strait last week, according to Kpler data. That is down from roughly 50 a day before Ansarallah announced the blockade.
Saudi oil is meanwhile moving north instead, reaching the Mediterranean either through the Suez Canal or along Egypt's SUMED Pipeline, which runs overland from the Red Sea terminal of Ain Sokhna to Sidi Kerir on the coast.
Satellite imagery reviewed by independent maritime data analyst Phileeppos in a post on X points to a far steeper fall, with loading activity at Saudi Arabia's Red Sea terminals down by roughly half since the Yemeni blockade took effect on 20 July.
Tankers at the King Fahd and Muajjiz terminals were estimated to be holding an average of 10 million barrels per satellite pass beforehand, against around 5 million after.
This comes as Turkey confirmed its entry into a Saudi-led maritime coalition formed to protect shipping through the Bab al-Mandab Strait, the Turkish Ministry of National Defense announced in a recent statement.
The 13-country alliance, headquartered in Riyadh, was announced last month after the Ansarallah-led Yemeni Armed Forces (YAF) imposed its blockade on shipments already diverted into the Red Sea by the closure of the Strait of Hormuz.
One fleet of Saudi VLCCs is going around the Cape of Good hope to avoid the Houthis. Nearly All Saudi tankers in the red sea have gone dark and are moving without AIS.
Meanwhile over 12+ empty Saudi tankers are headed towards sea of Oman/UAE ports for possible crossing. https://t.co/mgCelwEBG2 pic.twitter.com/0MGARl9DoS
The YAF has described the measure as a “blockade for blockade” strategy, answering more than a decade of blockade and war waged against Yemen by the kingdom.
Ankara's participation deepens a trilateral defense pact signed in Mecca last week, committing Turkiye, Saudi Arabia, and Pakistan to collective security.
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Only 3% Of Americans Trust AI "A Great Deal" With Their Money - But One In Five Are Using It Anyway
A new Gallup survey finds a wide gap between the financial advice Americans say they trust and the advice they actually take.
Just 3% of Americans say they have "a great deal" of confidence in artificial intelligence to help manage their money - while about 30% express "a great deal" or "some" confidence. Moreover, roughly one in five people who sought financial advice in the past year used AI to get it.
The poll, conducted March 20 - April 6, sampled 5,075 U.S. adults aged 21 and older using Gallup's probability-based panel. The survey was run in partnership with Edward Jones - a brokerage that employs roughly 19,000 financial advisors, and whose interests are not entirely disinterested in the result.
Meanwhile, about 80% of adults have at least some confidence in traditional financial advisers. Only about one-third of those who sought advice actually consulted one. Far more - 73% - relied on their own online research.
Most adults sought guidance from at least one source over the past year. Beyond internet searches, advisers and AI, 35% turned to a parent, sibling or other relative; 26% consulted news or social media; about one in five went to friends, authors, speakers or influencers; and smaller shares used employers, retirement-plan providers, robo-advisers or teachers.
The generational splitRoughly a quarter of Gen Z and millennial respondents who sought advice used AI, against 16% of Gen Xers and 7% of baby boomers.
The professional-adviser numbers run precisely the other way: 14% of Gen Z, 21% of millennials, 34% of Gen X, and 55% of baby boomers.
Cost is the obvious explanation. Online research, family input and AI tools are free or close to it. Hiring an adviser is not.
What the experts sayTaha Choukhmane, an associate professor at MIT's Sloan School of Management, told the Associated Press he recommends treating AI as a starting point rather than a final authority. "I would encourage people to use AI to explain and define," he said - for example, to clarify what the stock market is, or the difference between a mutual fund and an index fund. He also suggests asking AI to supply references so users can verify what they are told.
Certified financial planner Bobbi Rebell of Financial Wellness Strategies pointed to a legal distinction that has no technical equivalent. Professional advisers often carry fiduciary responsibility - a legal obligation to act in the client's best interest.
"There's no AI that is a fiduciary," she told AP. "It doesn't really know your life; it's not asking you all the questions."
Whatever the source, the decisions remain the individual's responsibility - and so do the losses.
Tyler Durden Fri, 08/14/2026 - 06:55