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ZenaTech Anticipates Competitive Advantage for ZenaDrone as U.S. Imposes Tariffs of Up to 100% on Imported Drones and Components

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ZenaTech (Nasdaq: ZENA) reports that a U.S. Presidential Proclamation signed on August 13, 2026 imposes Section 232 tariffs of up to 100% on imported drones and key components, particularly larger platforms over 25 kilograms and drones with thermal imaging.

According to ZenaTech, the measure favors its U.S.-based ZenaDrone manufacturing and vertically integrated supply chain via Taiwan, where qualifying products face tariffs capped at 15%. Management believes this differential could strengthen ZenaDrone’s competitive position in U.S. defense and public-safety markets and is evaluating participation in a new federal onshoring program for drone and component production.

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Positive

  • Tariffs on many imported drones and components up to 100%, potentially raising rivals’ costs
  • Qualifying Taiwan-made ZenaTech products eligible for tariffs capped at 15%
  • Smaller imported drones generally face a 25% tariff, supporting U.S.-made alternatives
  • Strategy aligned with federal onshoring program for drone manufacturing expansion
  • Existing U.S. operations and Taiwan vertical integration highlighted as strategic assets

Negative

  • None.

Market Context

Recent company-news reactions ranged from -0.72% to 12.11%, adding historical variability to this po...
Analysis

Recent company-news reactions ranged from -0.72% to 12.11%, adding historical variability to this policy announcement. Current data also characterized short positioning as moderate; subsequent tariff classifications remain a key factual item to watch.

Key Figures

Proclamation date: August 13, 2026 Maximum tariff: up to 100% Large-drone threshold: over 25 kilograms +2 more
5 metrics
Proclamation date August 13, 2026 U.S. Presidential Proclamation
Maximum tariff up to 100% Imported drones and certain critical components
Large-drone threshold over 25 kilograms Covered imported drones
Small-drone tariff 25% Smaller imported drones generally
Taiwan tariff treatment no more than 15% Qualifying products and components from Taiwan

Historical Context

5 past events · Latest: Aug 13 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Aug 13 Software expansion Positive +12.1% Added digital terrain modeling and signed its first AI data center customer.
Aug 11 PCB flight testing Positive +6.4% Began testing in-house PCBs for ZenaDrone platforms and defense certification progress.
Aug 06 DaaS acquisition Positive -0.7% Completed its 27th DaaS acquisition and entered Idaho's surveying market.
Aug 04 Patent filings Positive +6.3% Filed five provisional patents for acoustic wildfire suppression and assessment technology.
Jul 30 Oil services expansion Positive +4.8% Expanded oil-and-gas DaaS operations amid higher prices and projected Canadian investment.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent news reactions were mostly positive, with four gains and one decline; the acquisition-related announcement diverged.

Key Terms

section 232, ndaa-compliant, counter-uas
3 terms
section 232 regulatory
"imposing Section 232 tariffs on imported drones and components"
A provision of U.S. trade law that lets the government review whether certain imports threaten national security and, if they do, impose measures such as tariffs, quotas or restrictions. For investors, it matters because these actions can suddenly raise costs, disrupt supply chains, or shield domestic producers—like a safety valve that can change competitive dynamics and profit outlooks for companies tied to affected imports.
ndaa-compliant regulatory
"NDAA-compliant, secure, domestically manufactured drones"
NDAA-compliant means that a product, supplier, or company meets the rules in the U.S. National Defense Authorization Act that bar certain foreign technologies and require specific security practices. For investors, compliance matters because it determines whether a business can sell to the U.S. government, avoid fines or bans, and reduce supply‑chain or reputational risk—similar to passing a background check that lets you bid on a sensitive contract.
counter-uas technical
"NDAA-compliant, secure, domestically manufactured drones and Counter-UAS solutions"
Counter-UAS (counter-unmanned aircraft systems) are tools and tactics used to detect, track, and disable or divert drones that pose a threat to people, property, or operations. Think of them as a combination of a security camera, alarm system, and net that can find an unwanted flying device and stop it before it causes harm. Investors care because demand, regulation, and deployment of these systems affect revenue, contract opportunities, legal risk, and the valuation of companies that build or use them.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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U.S. Presidential Proclamation favors ZenaDrone’s domestic manufacturing and the company's vertically integrated Taiwan supply chain, strengthening its position in U.S. defense markets

VANCOUVER, British Columbia, Aug. 17, 2026 (GLOBE NEWSWIRE) -- ZenaTech, Inc. (Nasdaq: ZENA) (FSE: 49Q) (BMV: ZENA) (“ZenaTech”), a technology solution provider specializing in AI (Artificial Intelligence) drone, Drone as a Service (DaaS), enterprise SaaS, and Quantum Computing solutions, announces that a U.S. Presidential Proclamation signed August 13, 2026 imposing Section 232 tariffs on imported drones and components could strengthen the competitive positioning of its U.S.-based drone design and manufacturing subsidiary ZenaDrone.

Objectives of the proclamation include national security and reducing U.S. dependence on foreign drone manufacturing and supply chains, as well as rapidly building domestic drone manufacturing capacity. The new policy validates ZenaTech’s U.S.–Taiwan vertical integration strategy through now explicitly prioritizing expansion of domestic manufacturing and trusted-country supply chains. Tariffs of up to 100% on imported drones and critical components could provide a competitive advantage to ZenaDrone’s U.S. defense opportunities for NDAA-compliant, secure, domestically manufactured drones and Counter-UAS solutions.

“For years, the drone industry rewarded whoever could build the most inexpensively offshore, creating a supply chain now recognized as a national security vulnerability. We made a different decision, building our drone manufacturing in the U.S. and developing a vertically integrated, NDAA-compliant supply chain through our operations in Taiwan because we believed defense and critical-infrastructure customers would increasingly demand secure, trusted supply chains,” said Dr. Shaun Passley, ZenaTech CEO. “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. We believe this policy shift validates our investments made in U.S. manufacturing and vertical integration, and we intend to move quickly to review the Commerce Department’s onshoring program evaluating opportunities to further expand domestic manufacturing capacity to capture growing demand across government and commercial markets.”

The Proclamation imposes tariffs of up to 100% on imported drones and certain critical components, including larger drones over 25 kilograms and drones with thermal imaging capabilities, while smaller drones generally face a 25% tariff. Importantly, ZenaTech’s qualifying products and components from Taiwan are eligible for preferential tariff treatment of no more than 15%, compared with tariffs of up to 100% for covered products from countries without preferential treatment such as China. This significantly strengthens the strategic value of ZenaTech’s vertically integrated supply chain through its Spider Vision Sensors subsidiary in Taiwan and its U.S. manufacturing strategy.

The Proclamation also establishes an onshoring program to encourage new investment in U.S. drone and component manufacturing. It recognizes drones as a critical technology for modern warfare and future U.S. military operations, emphasizing the need to rapidly expand domestic production to strengthen national and economic security. These priorities closely align with ZenaTech’s strategy to expand Zena Drone’s U.S. manufacturing footprint and grow its defense and public-safety drone business. The Company intends to evaluate participation in the onshoring program, and management believes its existing and planned U.S. manufacturing and assembly operations provide a strong foundation to accelerate additional capacity. ZenaTech is reviewing the full Proclamation, including applicable tariff schedule classifications and product-level determinations, and will provide further updates as they develop.

About ZenaTech

ZenaTech, Inc. (Nasdaq: ZENA) (FSE: 49Q) (BMV: ZENA) is a technology company that specializes in AI autonomy drone platforms to transform industrial, government, and defense sectors. Its subsidiaries include drone manufacturing through ZenaDrone, a global Drone as a Service (DaaS) business, and an enterprise SaaS division. The Company is executing an acquisition-led DaaS strategy to digitize and automate legacy service industries like land surveys and inspections, driving drone-based rich data analytics and scalable, recurring revenue growth. With an operating footprint spanning North America, Europe, the Middle East, and Asia, ZenaTech is advancing AI drones for agriculture and logistics, as well as ISR, cargo, and counter-UAS applications for U.S. defense and NATO allies. The company is investing in next-generation technologies, including drone swarms, quantum computing, and advanced AI autonomy to capture long-term opportunities in key markets through its R&D initiatives.

About ZenaDrone

ZenaDrone, a wholly owned subsidiary of ZenaTech, develops and manufactures autonomous drone solutions that can incorporate machine learning software, AI, predictive modeling, Quantum Computing, and other software and hardware innovations. Created to revolutionize the hemp farming sector, its specialization has grown to multifunctional drone solutions for surveying, monitoring, inspection, tracking, process automation, and defense applications. Currently, the ZenaDrone 1000 drone is used for crop management applications and critical field cargo applications in the defense sector, the IQ Nano indoor drone is used for inventory management and security in the warehouse and logistics sectors, the IQ Square is an outdoor drone designed for power washing and inspections use in commercial and government sectors, and the IQ Quad is for land surveys.

Contacts for more information:

Company, Investors, and Media:
Linda Montgomery
ZenaTech
312-241-1415
investors@zenatech.com

Investors:
Michael Mason
CORE IR
investors@zenatech.com

Safe Harbor

This press release and related comments by management of ZenaTech, Inc. include “forward-looking statements” within the meaning of U.S. federal securities laws and applicable Canadian securities laws. These forward-looking statements are subject to the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. This forward-looking information relates to future events or future performance of ZenaTech and reflects management’s expectations and projections regarding ZenaTech’s growth, results of operations, performance, and business prospects and opportunities. Such forward-looking statements reflect management’s current beliefs and are based on information currently available to management. In some cases, forward-looking information can be identified by terminology such as “may”, “will”, “should”, “expect”, “plan”, “anticipate”, “aim”, “seek”, “is/are likely to”, “believe”, “estimate”, “predict”, “potential”, “continue” or the negative of these terms or other comparable terminology intended to identify forward-looking statements. Forward-looking information in this document includes, but is not limited to ZenaTech’s expectations regarding its revenue, expenses, production, operations, costs, cash flows, and future growth; expectations with respect to future production costs and capacity; ZenaTech’s ability to deliver products to the market as currently contemplated, including its drone products including ZenaDrone 1000, IQ Square and IQ Nano; ZenaTech’s ability to develop products for markets as currently contemplated; ZenaTech’s anticipated cash needs and its needs for additional financing; ZenaTech’s intention to grow the business and its operations and execution risk; expectations with respect to future operations and costs; the volatility of stock prices and market conditions in the industries in which ZenaTech operates; political, economic, environmental, tax, security, and other risks associated with operating in emerging markets; regulatory risks; unfavorable publicity or consumer perception; difficulty in forecasting industry trends; the ability to hire key personnel; the competitive conditions of the industry and the competitive and business strategies of ZenaTech; ZenaTech’s expected business objectives for the next twelve months; ZenaTech’s ability to obtain additional funds through the sale of equity or debt commitments; investment capital and market share; the ability to complete any contemplated acquisitions; changes in the target markets; market uncertainty; ability to access additional capital, including through the listing of its securities in various jurisdictions; management of growth (plans and timing for expansion); patent infringement; litigation; applicable laws, regulations, and any amendments affecting the business of ZenaTech and other related risks and uncertainties disclosed under the heading “Risk Factors” in the Company’s Form F-1, Form 20-F and other filings filed with the United States Securities and Exchange Commission (the “SEC”) on EDGAR through the SEC’s website at www.sec.gov. The Company undertakes no obligation to update forward-looking information except as required by applicable law. Such forward-looking information represents management’s best judgment based on information currently available. No forward-looking statement can be guaranteed and actual future results may vary materially. Accordingly, readers are advised not to place undue reliance on forward-looking statements or information.


FAQ

How do the new U.S. drone tariffs impact ZenaTech (NASDAQ: ZENA) in 2026?

The new tariffs could improve ZenaTech’s relative cost position in the U.S. drone market. According to ZenaTech, many imported drones face tariffs up to 100%, while qualifying products from its Taiwan supply chain are eligible for preferential rates capped at 15%.

What tariff rates apply to drones and components under the August 2026 U.S. Proclamation affecting ZENA?

The Proclamation imposes tariffs of up to 100% on certain imported drones and critical components. According to ZenaTech, larger drones over 25 kilograms and those with thermal imaging are targeted, while smaller drones generally face a 25% tariff level under the new Section 232 measures.

Why is ZenaTech’s Taiwan supply chain advantageous under the new U.S. drone tariffs for ZENA?

ZenaTech’s vertically integrated Taiwan supply chain receives preferential tariff treatment under the new rules. According to ZenaTech, qualifying products and components from Taiwan are subject to tariffs no higher than 15%, versus up to 100% for covered products from non-preferred countries such as China.

How could the U.S. onshoring program influence ZenaDrone’s U.S. manufacturing footprint (ticker ZENA)?

The onshoring program aims to encourage new U.S. drone and component manufacturing investments. According to ZenaTech, the company plans to evaluate participation and believes its current and planned U.S. manufacturing and assembly operations provide a foundation to add capacity if it joins the program.

What products does ZenaTech see benefiting most from the 2026 drone tariffs and policy shift?

ZenaTech highlights its larger ZD 1000 drones and Counter-UAS defense platforms as key beneficiaries. According to ZenaTech, these NDAA-compliant, domestically manufactured systems align with U.S. priorities for secure supply chains and may gain a competitive edge in defense and critical-infrastructure markets.