A few weeks ago, China announced sanctions on Skydio for selling drones to Taiwan, where our only customer today is the National Fire Agency. This is an attack on Skydio but it’s also an attack on you, our customers. We’re proud to support critical infrastructure operators, first responders, and allied militaries around the world. We’re proud to support Taiwan, and we are undeterred.

As a result of the sanctions, our battery supply will be reduced for the next few months which will impact our customers. We have always manufactured our drones in the U.S., and over the last few years we invested massively in bringing up supply for drone components outside of China. Batteries are one of the few components we have not yet moved out of China. We have a substantial stock of batteries on hand, and our team was already developing alternative suppliers. But right now we don’t expect new sources to come online until the spring of next year.

In order to continue delivering X10s and supporting our customers, we have to take the drastic step of rationing batteries to one per drone. I know how critical drones are to your work, and how important having additional batteries is for many of your missions. It pains me to do this. We are extending the software license, warranty, and support term for all drones fulfilled with less than a full complement of batteries by the length of time it takes us to deliver all batteries in the kit.