The geopolitical shift underway in Washington is real and consequential for Advanced Air Mobility. Federal funding is realigning toward defense and away from clean energy and alternative mobility programs. For a sector that has long relied on the DoD revenue bridge as its near-term survival mechanism, that shift creates opportunity for some OEMs — and accelerates existential pressure for others.
The FAA’s Part 108 BVLOS proposal would finally move drones beyond the slow, waiver‑based system of Part 107, creating a framework for routine flights at scale. But aviation groups like NBAA, VAI, and EAA argue that unclear right‑of‑way rules, heavy paperwork, and weak detect‑and‑avoid requirements could shift risk onto helicopters, GA, and future AAM operations that already rely on the same low‑altitude airspace.