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Delta Concerned US Trade Commission Investigation Could Affect Joby Partnership

Delta Raises Concerns Over US Trade Commission Investigation Impacting Joby Partnership
Delta Air Lines has expressed serious concerns that an ongoing investigation by the US International Trade Commission (ITC) into Joby Aviation’s trade practices may jeopardize its strategic partnership with the electric air taxi developer. This probe threatens to disrupt Delta’s ambitions to introduce electric vertical takeoff and landing (eVTOL) aircraft services for urban air mobility.
Background of the ITC Investigation
The ITC inquiry, initiated in April, follows a complaint filed by Archer Aviation, a direct competitor in the eVTOL sector. Archer alleges that Joby violated the US Tariff Act of 1930 by importing eVTOL components, some of which were sourced from China, infringing on Archer’s patents. The complaint seeks to prevent Joby from importing, marketing, or selling the contested products within the United States.
Delta, which announced its partnership with Joby in 2022, initially investing $60 million with the potential for an additional $200 million contingent on Joby’s certification progress, has warned that an adverse ruling could have profound consequences. In official filings with the ITC, Delta cautioned that a decision against Joby could effectively “shut down Joby’s existing product line,” thereby undermining Delta’s plans to deploy short-haul air taxi services at major airports in metropolitan hubs such as New York and Los Angeles.
Delta’s Position and Industry Implications
In a March 23 filing, Delta emphasized its vested interest in the outcome, stating, “The complaint implicates Delta because… Delta has partnered with [Joby] for the development of a new home-to-seat airport product using eVTOL aircraft.” The airline highlighted its significant financial commitments and strategic involvement aimed at delivering this innovative transportation solution.
Delta further argued that excluding Joby’s eVTOLs from the US market would diminish competition, potentially granting Archer a monopolistic position in the nascent air taxi industry. The filing urged the ITC to assign fact-finding responsibilities to an administrative law judge and to carefully consider the broader competitive ramifications. “An exclusion order would shut down Joby’s existing product line, giving Archer an anticompetitive monopoly over the industry,” Delta warned.
Escalating Legal Disputes and Market Dynamics
The legal conflict between Archer and Joby has intensified in recent months. In November 2025, Joby initiated a lawsuit against Archer, accusing the company of stealing trade secrets related to aircraft design and operations—allegations Archer denies. Archer responded with a countersuit, accusing Joby of fraud and concealing business relationships with China, including purported misclassification of imported Chinese components to evade tariffs.
Joby has dismissed Archer’s complaint as a “distraction” and affirmed its commitment to vigorously defend itself. Nevertheless, the ITC investigation has introduced significant uncertainty regarding the future of Delta’s air taxi initiatives. Meanwhile, United Airlines has aligned itself with Archer, collaborating to develop similar urban air mobility services using Archer’s in-development Midnight aircraft.
Delta has not provided further comment on the matter. The ITC’s forthcoming decision is poised to have substantial implications for the competitive landscape of the US eVTOL market and the broader future of urban air transportation.

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