Drones everywhere

Regulations that have held back commercial drones in the U.S. are easing, which could soon unleash a swarm of low-altitude autonomous aircraft crisscrossing the sky.

Why it matters: Using a 4,000-pound vehicle to deliver a 2-pound burrito is incredibly inefficient. Shifting small package deliveries to the sky could help ease road congestion and cut tailpipe emissions.

• With fewer restrictions, drones could also be used more widely for things like infrastructure inspections, agriculture, public safety and filmmaking.

The big picture: The U.S. isn't the aviation leader it used to be, in part because of stifling regulations, at least according to the White House.

• America once dominated supersonic flight, for example, but restrictions limited its growth.
• China's DJI is the global leader in drones, and the first passengers on U.S.-built electric air taxis will be in the Middle East.
• Even America's aviation champion, Boeing, has faced setbacks after a slew of safety and quality concerns.

Driving the news: Three executive orders signed last week by President Trump aim to restore U.S. leadership for the next wave of aviation.

• Trump directed the Federal Aviation Administration to enable routine drone operations "beyond visual line of sight" — a key step for wide-scale drone deliveries.
• The sweeping order would also reduce U.S. reliance on Chinese drones and accelerate real-world testing of electric vertical takeoff and landing (eVTOL) aircraft, or air taxis.
• A second order seeks to reestablish U.S. leadership in supersonic flight, while a third would bolster U.S. defenses against threatening drones ahead of huge events like the Olympics and the World Cup.

Between the lines: Just last week, Walmart announced it would expand drone delivery to five more cities.

• But the big hangup is that commercial drone operators can only fly long distances with case-by-case approvals from the FAA.
• Many of the requirements make it impractical and costly to scale up for deliveries — for example, rules that prohibit one pilot from monitoring many aircraft.
• Fast-tracking FAA rules so drones can fly beyond visual line of sight will unlock their economic potential and attract new investors to the sector, according to industry advocates.

What they're saying: "Drone technology is ready to take off, but bad policy has put an artificial ceiling on innovation," Lisa Ellman, CEO of the Commercial Drone Alliance, tells Axios.

• "What we needed was a clear framework to scale—and now we have it," added Eric Brock, founder and CEO of drone operator Ondas Holdings, who said Trump's action boosted investor confidence in the company's $40 million stock offering this week.

What's next: The FAA is expected to publish a draft rule on drones within 30 days, and a final rule by early 2026.

Electric air taxis will also get a boost from Trump's executive order.

• The FAA will establish at least five pilot projects to advance eVTOL applications like cargo transport, medical response and rural access.
• The projects will likely benefit eVTOL manufacturers, including Joby Aviation, Archer Aviation and Beta Technologies.

Boom Supersonic, the first independent company to break the sound barrier, also now has a clear path to commercialization.

• Trump's order would repeal a rule that prohibited supersonic jets from flying over land because technology advances have eliminated their "sonic boom."
• "We just knocked over the big domino," Boom CEO Blake Scholl tells Axios. "We had one regulatory roadblock and now we have none."

The bottom line: The next wave of advanced aviation is providing the U.S. with a rare second chance to lead the world.