[jayyhu]

While it might be hard for the US to make lithium batteries that are competitive economically, there are still many countries in the world that can make them economically that are not China, eg. SK, Japan, Taiwan, and the rest of SEA. For Skydio, surviving these sanctions is just a matter of moving their supply chain away from China.

[tartoran]

If no other batteries are as cheap as the ones from China then these sanctions could push up the price of the competitor's drones.