Shield AI doesn't publish delivery numbers. But the registry does.
From 2020 through 2025, three V-BAT drones were cancelled from the FAA registry for export. Three.
In 2026: 73.
Sixty-eight left in eleven days of late August. Nine countries. Netherlands 14. India 13. UAE 11. Norway 9. Greece 6. Japan 6. Romania 5. Indonesia 2. South Korea 2.
September added five more. Three went to Bulgaria, a new flag on the map.
Then Shield AI refilled the hangar. 43 new V-BATs hit the registry in September.
For scale: the best full year for US military drone exports on the registry since 2020 was 63. This year we're at 95. It's September.
An export cancellation isn't a sales receipt. Sold or leased, it looks the same on paper. But 73 V-BATs don't wander overseas by accident.
That's one story. The full Logbook has the rest. Joby's 1,461-number land grab. 1,467 aircraft exported to 114 countries and territories. Tariffs that didn't bite.
One More Thing
Five days a week, the FAA publishes every aircraft in America. Then it overwrites it.
I log every one.
The paperwork moves before the press release.
That's Terminal. Every aircraft in America, tied to the company and ticker behind it.
I'm opening five founding seats. For early adopters who want this data first. We’ll dig in together. Make sense of the sky. And track where transportation goes next.
Data licenses start at $20,000 a year.
We watch the sky. You see the trends.
Godspeed,
Riley Rosebee