Embraer's Strategic Positioning in the Evolving China-Brazil Relationship

Impacts from the trade war with China are landing at Boeing and in U.S. aviation more broadly. Due to high tariffs, Chinese airlines are declining to take deliveries of Boeing aircraft — as many as 50 planes destined for China this year will need to be re-marketed to new buyers. But that's just the beginning of it, as Jon Ostrower explains. China's long-term goal is to be self-sufficient in aerospace, with projects like the C919 and C929. As the geopolitical winds shift, it may look to Embraer as a potential partner rather than Boeing and Airbus.

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