Commercial tension between United States and China It does not give signs of decreasing. And everything indicates that commercial aviation will be one of the great victims. According to Bloombergthe Chinese government has ordered its airlines to stop the reception of aircraft manufactured by Boeing. The measure also includes the suspension of purchase of aeronautical equipment and components from US companies.
This new blow is part of a tariff offensive that has reached unpublished levels. After declaring a commercial emergency, Washington raised up to 145% Tariffs in response to what he considers a threat to their economic and national security. China soon react, raising their own levies above 100% to US imports and making it clear that the climb was far from finishing.
China’s latest reprisals hit Boeing
Although the details of the last retaliation of the Asian giant are unknown, the suspension affects the Boeing 737 Maxone of the best -selling unique corridor aircraft in the world, of which the American firm has delivered 13 units in China, along with Tres Boeing 787 double corridor. In their hangars they still expect 28 Max and a 787 destined for the Chinese market.
It is not just a political dispute: economic implications are huge. China is one of the main strategic markets for Boeing. According to their latest 20 -year forecast reportthe country would demand 8,830 new aircraft until 2043. 60% to accompany the growth of air traffic, and the remaining 40% to renew fleets with more efficient models. The country’s commercial fleet would go from 4,345 to 9,740 aircraft in that period, with an annual expansion of 4.1%. However, part of these forecasts are now questioned by the commercial war.
The measure not only puts the commercial balance between the two countries. It also threatens to alter the internal functioning of Chinese airlines, which depend largely on fleets already delivered. Thousands of airplanes of the American company They currently operate in the country, and their maintenance requires foreign technical pieces and support. Boeing has been doing business in China for decades, but those doors begin to close.
Boeing has been doing business in China for decades, but those doors begin to close.
With Boeing temporarily out of the scene, two alternatives arise: The Airbus A320 family and the Comac C919. Airbus starts with advantage, since, although some of its components come from the United States or use Chinese raw materials, it can continue to operate normally in the country. The problem is capacity: the European manufacturer would have to increase its production rate to take advantage, and that is not immediate.
The other great bet is local. Comac C919, designed and assembled in China, is designed to compete directly with the Boeing 737 Max and the Airbus A320. It offers capacity for between 158 and 192 passengers and a maximum autonomy of 4,075 to 5,555 km. Today, its deployment is limited, but the current context could accelerate its adoption on regional routes.
The uncertainty reigns on both sides of the Pacific. From the United States, Trump has affirmed that “China wants to reach an agreement. The problem is that they are not clear how to do it.” From Beijing, on the other hand, they show no intention of backing. They claim to raise tariffs beyond 125% would be “a joke”implying that greater punishment would not be an additional damage.
As we have seen, the conflict continues to climb, and the aeronautical industry is trapped in the crossfire of two powers that more and more use their supply chains as a negotiation weapon. Although the long -term effects are about to be seen, the immediate impact begins to feel. Touch to wait to know if we will witness some kind of agreement capable of relieving, or at least reduce, these new international barriers.
Images | Andrew Dawes | Kua Yue | David Syphers
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