Nathan BomeyAdd Axios as your preferred source tosee more of our stories on Google.Illustration: Brendan Lynch/AxiosAmerican drone companies got a sudden lift in the stock market Friday after President Trump announced plans to impose tariffs on imported drones.Why it matters: National security experts have long bemoaned the American reliance on foreign sources for drone production, particularly China."President Trump's drone tariff program will protect the national security of the United States and its defense and defense-adjacent industrial base, supporting and creating American jobs," the White House said.The big picture: Several drone stocks soared Friday, including:Unusual Machines, which was backed by Donald Trump Jr. in 2024 when he joined its advisory board, was up 24% in late morning trading.Red Cat Holdings, which pivoted from hobby drones to military ones, rose 8%.Ondas, AeroVironment and Kratos Defense & Security Solutions were up 5%, 1.2% and 2.1%, respectively.Zoom in: Trump announced multiple different buckets of drone tariffs:100% on large drones with "capabilities that are particularly sensitive for national security purposes," including thermal imaging.25% on drone parts and smaller drones "that lack certain capabilities that particularly implicate national security."15% on drones and parts from the European Union and several other key allies; and 10% on units from the U.K.The desire to boost the American drone manufacturing sector has become increasingly urgent after the Russia-Ukraine war illustrated the significant utility of drones in modern warfare."There are concerns, however, that the U.S. drone industry will be unable to provide the DOD with the platforms it will need in a future conflict," according to a recent report on the industry by the Center for Security and Emerging Technology at Georgetown University.💭 Our thought bubble via Axios Future of Defense author Colin Demarest: This deepens the U.S.-China rivalry at a time when sketchy weapon parts and complicated supply chains are top of mind.