As the Abraham Accords Expand Into Central Asia, This Microcap Drone Company Is Positioning to Capitalize

When Kazakhstan announced and confirmed its accession to the Abraham Accords in early November 2025, it marked more than a diplomatic headline. While Israel and Kazakhstan have maintained diplomatic relations since 1992, U.S. officials framed the move as a step toward deeper economic, technological, and security cooperation—particularly relevant for Israeli companies operating across both civilian and defense markets.

Duke Robotics, a microcap company with a market capitalization of roughly ~$15 million, disclosed shortly thereafter that it was pursuing business development efforts in Central Asia, citing the Accords as creating a more constructive environment for the introduction of Israeli technologies into the region

Originally brokered during President Trump’s first term to normalize relations between Israel and several Arab nations, the Abraham Accords are now expanding beyond the Middle East. Kazakhstan became the first Central Asian country to formally align itself with the framework, and U.S. officials have publicly indicated that other countries in the region, including Azerbaijan and Uzbekistan, could potentially follow.

Although Kazakhstan already maintained ties with Israel, U.S. officials have said the Accords are intended to deepen bilateral trade and technology cooperation. Secretary of State Marco Rubio described the move as creating “a partnership that brings special and unique economic development on all sorts of issues,” with defense, cybersecurity, and energy identified as priority areas.

Kazakhstan’s power system is facing growing strain as demand continues to rise faster than domestic generation capacity, forcing the country to rely on electricity imports, primarily from Russia, during peak periods.

At the same time, the country’s aging transmission infrastructure presents ongoing challenges. Various international and government-linked sources have noted that power losses across Kazakhstan’s transmission and distribution network remain elevated compared with developed economies, reflecting inefficiencies associated with aging equipment and maintenance needs.

Contamination of high-voltage insulators—caused by dust, pollution, and industrial residue—is a known contributor to these losses. Dirty or degraded insulators increase electrical leakage and can trigger flashovers that lead to unplanned outages, a costly problem for a grid already operating under stress.

In response, Kazakhstan has launched a multi-year national energy modernization program running through the end of the decade, with tens of billions of dollars earmarked for generation, transmission, and grid reliability upgrades. Importantly, much of this effort focuses on maintaining and upgrading existing infrastructure rather than replacing it entirely - creating demand for technologies that can improve reliability and efficiency without large-scale rebuilds.

Duke Robotics’ civilian business draws on the same engineering foundation as its defense technology.

The company’s roots lie in the “Bird of Prey” drone system, developed in collaboration with Elbit Systems, one of Israel’s largest defense contractors. That system, designed for precise aerial operations in complex environments, informed the development of Duke’s civilian Insulator Cleaning Drone (IC Drone).

The IC Drone is designed to clean high-voltage transmission insulators without requiring helicopters or crane trucks, allowing utilities to perform maintenance more safely and at lower operational cost. In addition to cleaning, the platform supports inspection and monitoring, enabling utilities to identify potential defects before they result in outages.

Duke began commercial operations with Israel Electric Corporation in 2024 and expanded activity into a full operational season in 2025. On the defense side, the company has continued its collaboration with Elbit, confirming in mid-2025 that it expects to begin receiving royalty revenues tied to initial sales of the Bird of Prey system.

Duke has been active on multiple fronts heading into year-end.

In early December, the company announced that it was evaluating NDAA-compliant drone platforms and certified U.S. operators, positioning itself for potential deployment in the American market. The timing aligns with a recent U.S. executive order emphasizing grid resilience, a growing priority as electricity demand increases alongside the expansion of data centers and advanced computing infrastructure.

Around the same period, Duke disclosed business development efforts targeting Kazakhstan and the broader Central Asian region, explicitly referencing the Abraham Accords as creating a more constructive environment for Israeli technology adoption.

The opportunity extends beyond civilian infrastructure. Earlier in 2025, Duke expanded its collaboration with Elbit to directly market the Bird of Prey system to military, defense, homeland security, and paramilitary customers, earning commission-based fees on sales it originates. With defense among the cooperation areas highlighted by U.S. officials following Kazakhstan’s accession to the Accords, Duke is positioned to pursue both infrastructure and security-related opportunities in the region.

These developments followed a productive summer. In July, Duke confirmed its initial royalty participation tied to Bird of Prey sales. In August, Israeli television featured the system in coverage related to the IDF’s drone capabilities during the “Iron Swords” operation, signaling active deployment. Separately, the company also announced the launch of IC Drone services in Greece through a newly established local subsidiary.

Duke Robotics combines commercially deployed drone technology, an ongoing defense collaboration with Elbit that includes royalty and potential commission-based income, and expansion efforts spanning Israel, Europe, the United States, and now Central Asia.

Kazakhstan represents a market facing rising electricity demand, infrastructure inefficiencies, and an urgent need for grid reliability improvements—backed by a multi-year national investment program. With the Abraham Accords adding a geopolitical tailwind to Israeli-Kazakh cooperation, Duke is positioning itself at the intersection of infrastructure modernization and defense technology.

For a company trading at roughly a ~$15 million market capitalization, the setup is notable.

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