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The Chinese government informed domestic airlines that they are not to take delivery of any Boeing aircraft as the trade war with the United States continues to escalate. President Trump imposed tariffs of up to 145% on China and President Xi hit back with tariffs of up to 125% on products from the United States. Boeing, along with US aircraft parts manufacturers, will be the victims here as China is telling Chinese carriers to stop making purchases.
While airlines are being instructed not to take delivery of aircraft, I can’t imagine too many would actually bring on a plane that they need to pay a 145% tariff on in the first place. Last week, I reported that Delta’s CEO said that the carrier would not be taking on any aircraft subject to tariffs (and that was based on a 10% tariff, not 145%).
Boeing is a top US exporter in the aerospace sector. It serves airlines in more than 150 countries. Fox Business reports that so far in 2025, 18 aircraft have been delivered to nine airlines in China. The country’s three largest airlines: Air China, China Eastern Airlines, and China Southern Airlines have a total of 179 Boeing aircraft scheduled for delivery between 2025 and 2027. 10 Boeing 737 MAX were set to be delivered soon and now the status of those deliveries is in jeopardy.
Boeing saw great growth opportunities in China before this trade war kicked off. Airbus is the dominant aircraft manufacturer supporting Chinese aviation and Boeing hoped to chip away at some of that market share. The tariffs will certainly dash those hopes.
Anthony’s Take: No one is going to be the winner in this trade war. China and the United States both appear to be digging in their heels and the global consequences will be sizable. Boeing seems like it’s one of the first US companies to take a hit here.
(Featured Image Credit: Boeing.)
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Advertiser & Editorial Disclosure: The Bulkhead Seat earns an affiliate commission for anyone approved through the links above This compensation may impact how and where links appear on this site. We work to provide the best publicly available offers to our readers. We frequently update them, but this site does not include all available offers. Opinions, reviews, analyses & recommendations are the author’s alone, and have not been reviewed, endorsed, or approved by any of these entities.
