The Air Show What you need to know about Boeing, tariffs and Chinese aviation
May 1, 2025
The podcast delves into the significant impacts of the U.S.-China trade war on Boeing, highlighting how high tariffs have forced Chinese airlines to cancel aircraft deliveries. It also sheds light on China’s ambitious goal of aerospace self-sufficiency with projects like the C919 and C929. Additionally, strategic partnerships are explored, particularly with Embraer, as they adapt to the shifting geopolitical landscape. Listeners gain insights into innovative travel solutions enhancing customer loyalty and revenue in the airline industry.
AI Snips
Chapters
Transcript
Episode notes
China's Unique Aviation Ecosystem
- China's aviation market operates under a state-driven economic ecosystem vastly different from Western free markets.
- Understanding China's unique rules is key to grasping its aviation decision-making and strategy.
Tariffs Halt Boeing Plane Deliveries
- Due to tariffs as high as 120%, Boeing planes cost over twice the normal price when imported to China.
- Chinese airlines are refusing deliveries of Boeing aircraft, affecting both direct orders and leased planes.
Boeing Remarkets 50 Planes Abroad
- About 50 Boeing airplanes intended for Chinese carriers this year will be re-marketed to other buyers due to Chinese refusal.
- These planes will likely be sold to airlines in India, Malaysia, or others facing aircraft shortages globally.