threatens

The US government prepares a law that threatens death its business abroad

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The strip and loosen of Nvidia and the US government has no end. The soap opera starring the GPU for artificial intelligence (AI) H20 It has finished, but another one is already taking shape. In the middle of last April the US Department of Commerce imposed new restrictions to The export to China of this chipwhat in practice caused that it stop arriving at the Chinese clients of this company. Three months later and after arduous negotiations Nvidia got the license again I needed to sell the H20 GPU in China. Currently Chinese clients from Nvidia They are not buying this chip Because the administration of the cyberspace of China (CAC), which is the main Internet regulatory body in this country, This GPU is thoroughly investigating Because he suspects that he could incorporate a rear door of difficult location by Chinese experts. Nvidia has denied it, but it seems that this GPU is sentenced in China. Be as currently the company led by Jensen Huang has a major problem. And he doesn’t have it in China. He has it in the US. Last Tuesday, American legislators presented a bill in which they propose to demand chips designers for the US to prioritize the national orders of these GPU before giving them to foreign buyers. However, this is not all. In addition, this bill explicitly proposes that exports of the highest range IA GPUs are denied. If this initiative thrives the business of Nvidia, AMD and other US companies abroad will suffer a lot. The Trump administration has changed strategy about China and Nvidia As expected, Nvidia has not stayed with crossed hands. A spokesman for this company has made the following statement to Tom’s hardware: “Our sales to customers around the world do not deprive the US customers. The Chinese chips industry has advanced a lot during the last five years, and will surely continue to do so From one thing we can be sure: everything that is happening in the US has China as a backdrop. The Chinese industry of integrated circuits has advanced a lot during the last five years, and certainly will continue to do so. It is very likely that in 2026 Chinese manufacturers have their own extreme ultraviolet lithography equipment (UVE). And currently Huawei, Moore Threads, Cambricon Technologies and other Chinese companies have GPU for some scenarios They compete with the Nvidia and AMD chips. The independence of the Chinese semiconductor industry is underway. The best output given this juncture for the US is none other than to deliver to China in a controlled way advanced chips for AI, but less powerful than the most capable that design Nvidia, AMD or brains. In this way this Asian country may relax a bit its ambition for development and independence. This is exactly what the Trump administration is doing by allowing Nvidia to give your GPU your H20 again, as Chris Miller holdsthe author of ‘The chips war’in his Newsletter. The Chinese government He is urging Chinese companies that are dedicated to the development of large models of AI to use in their servers integrated circuits of Chinese origin, so it is reasonable to anticipate that Nvidia will gradually lose presence in China. Even so, this company will continue with good health because His robustness in the global market It is undeniable. What is not clear is what will happen if the bill we have spoken a few lines outstands. The US is interested in continuing to sell its chips abroad, but this initiative defends that the best exclusively should be left. China already knows what this measure implies, but now it is possible that other countries also try it. Even if they are US allies. Image | Gage Skidmore | Nvidia More information | Tom’s hardware In Xataka | Ten Chinese companies in Chips and IA have allied with a common goal: to put an end to the domain of Nvidia

an atmospheric river threatens to await us the end of this week

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A last Sunday for water. This is what awaits many areas of the Peninsula, according to experts’ predictions. The reason is on the arrival of a storm and an associated atmospheric river, a couple that has crossed the Atlantic to bring us the tropical moisture of the Caribbean to the doors of Europe. The return of the rain. Meteorological models advance the arrival of an atmospheric river to the western coast of the Peninsula. The forecasts of Meteored They point out that the arrival would occur between the last hours of Saturday and the beginning of Sunday. The river will come accompanied by a storm That, although it moves in higher latitudes, it will leave its mark on our meteorology due to the arrival of an associated front. An atmospheric river. But what exactly is this of the Atmospheric River? Atmospheric rivers, or moisture rivers, are meteorological structures that are characterized by covering elongated extensions in low troposphereloading them with moisture that is dragged between humid tropical areas and subrtropical latitudes. This implies that these events are of great route, both in space and in time: this humidity can travel thousands of kilometers over several days. Atmospheric rivers not only occur between the American tropics and Europe: a phenomenon like this He is also recurringfor example, in the Eastern Pacific, and is responsible for carrying rainfall from the center of the ocean to the west coast of North America. A current in intense jet. The arrival of these transoceanic events is driven by a strengthened stream current. This fortune of atmospheric current facilitates the transit of this type of phenomena throughout the Atlantic Ocean, bringing them direct to our neighborhoods. The calm before the storm. Until then, the forecasts indicate that rainfall will remain in the east of the peninsula, and that we could even see a rebound in the temperatures associated with the proximity of The storm and his associated front. The forecasts of the State Meteorology Agency (Aemet) also talk about the passage of the Atlantic Front during the last day of the week, with “rainfall in the northwest third that, less likely, can be accompanied by storms and can affect the rest of the northwest half.” Uncertainty, for now. We will have to wait to know how the passage of this front will evolve. The predictions of the European Center for Middle Term weather forecasts (ECMWF) They point that the rains could be maintained in some areas of the Peninsula, especially in the northern third. Aemet monthly predictions indicate A somewhat more humid week than usual in some isolated areas of the country, something that could be reversed in the middle of September. In Xataka | Google has demonstrated with its AI that the prediction of storms and hurricanes is outdated. This is how your new model works Image | ECMWF

one that also threatens to reconfigure your business

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If you ever imagined that Chrome would end up in the hands of another company, it will not happen. Ni OpenAi nor perplexitywith their ambition to compete in searches, they will have the opportunity to stay with him. According to Reutersa federal judge has ruled out the most drastic measure in one of the most relevant antitrust cases of the digital era. Google will keep control of its star and Android browser, but it is not empty: the failure forces you to give up land in another way. What decided today: Judge Amit P. Mehta ruled that Google will not have to sell Chrome or Android, but must accept significant limits in their distribution contracts. The sentence prohibits exclusive agreements for Chrome, Search, the Assistant of Google and Gemini, accepting part of the company’s proposals. The ruling, issued on Tuesday by the Columbia district court, is a turning point in the case that has put the power of the search engine under the magnifying glass. Share data: Google will have to offer your rivals key information from your search engine. The magistrate established that only companies that meet specific criteria can access it, which limits the scope of the opening. The objective is to facilitate competition in a market where Google domain is nourished by exclusive use signals. The ruling rules out, however, the government’s request to deliver a greater volume of data. The ‘default’ under magnifying glass: The court also restricted the agreements that guarantee Google the predetermined position in browsers and mobile devices. These exclusivities had been key to maintaining their dominant presence, ensuring that millions of users use their services. Although all payments to partners are not prohibited, the judge seeks to limit the scope of these practices. The company had proposed to eliminate some contracts to reduce the pressure of the case. The Department of Justice had requested much more aggressive measures: Chrome’s forced sale, the end of all distribution contracts and much broader access to search engine data. The judge rejected that roadmap and leaned for an intermediate approach. “The courts must address the design of remedies with a good dose of humility,” he wrote in his ruling. The sentence avoids a radical restructuring of Google, but does not leave it without obligations. Data advantage effect: The sentence points to the heart of Google’s competitive advantage: its search signal monopoly. By forcing data with selected rivals, the judge alters one of the levers that have consolidated their position for decades. Although the company maintains control of its key products, the risk is that others can replicate or improve its results. It is a subtle but potentially deep blow for your business model. The case began in 2020, when the Department of Justice and a group of states sued Google for abusing their position in online searches. Three years later, a ten -week trial put his business model and contracts under the microscope. Among the tests they stood out the 26.3 billion dollars that the company paid in 2021 to ensure be the default engine in browsers and mobiles. The judge ruled last year that Google had acted as monopoly. The ia: While the case advanced, the technological panorama also changed. Search engines are no longer the only starting point: attendees based on AI have begun to assume tasks such as planning trips, summarizing documents and responding complex consultations. Google has reacted with own products such as Ai mode and Geminiintegrating generative directly into the results page. The ruling not only marks legal limits, it also arrives in full transition from the model that cemented its domain. Google plans to appeal, and the process aims to extend for a long time. The judge’s decision is not the end, but the beginning of a new legal stage that will test how digital monopolies are regulated. Meanwhile, the company must adapt to ordered restrictions. The case is emerging as a reference for other judgments that face technological giants. Images | Xataka with Gemini 2.5 In Xataka | “I’m afraid we’re going to be more busy”: Jensen Huang Discrepa from Musk and sees at AF a deep labor transformation

After weeks of concern, the Mediterranean is very close to normal. The heat wave threatens to throw everything into the fret

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Something has changed sharply in the Mediterranean Sea: its temperature. If a few weeks ago the sea that unites Europe, Africa and Asia burning, now the surface temperature of the sea has plummeted to almost normal values, only slightly above what we could expect during these summer dates A few tenth. The latest data on the surface temperature in the Mediterranean Sea have given us good news in the form of stabilization. According to the data Of the coastal observation and prediction system of the Balearic Islands (Socib), as of August 7, the Mediterranean surface is, on average, at 26.03º Celsius. This implies an anomaly was 0.54º Celsius, that is, the sea is more than half a hot than what would correspond at this time. As a contrast, in the middle of June We reported that this anomaly was 2.26º. East to the west. The sea temperature has decreased on average, but has also changed in its distribution. A few weeks ago the focus of the heat was in the Western Mediterranean, while to the east the temperatures were warm but more moderate. Now it happens just the other way around. According to the Socib datathe average west temperature of the Mediterranean is 25.01º, which implies a thermal anomaly of 0.29º. Meanwhile, the eastern side is at 27.06º, 0.81º more than what would be normal in that area and on these dates. A very diverse sea. The data allow us to analyze the change in different regions and, perhaps the area where this change is most palpable, the Northwest Mediterranean. Here, at the beginning of July the thermal anomaly was around four degrees. Now is the most “normal” area of the sea, with a positive anomaly of only 0.17º. Another of the spotlights a few weeks ago was in the surroundings of the Balearic Islands, especially in the waters of the National Park of the Cabrera Archipelago. In these areas, thermal anomaly on June 12 was 3rd and 3.18º respectively. Now, the environment of the Balearic archipelago is only 0.36º above the average, while the waters of the Cabrera archipelago have an anomaly of 0.35º. What happened? June was an extremely warm month in Spain, but it was also hotter than normal in other areas. The absence of section of section and high insolation made the Mediterranean a boiling pot, but the month of July was different. The arrival of a time less torrid in a month of July in which the storms took the prominence in the Mediterranean basin changed this. “Thanks to the dynamics of atmospheric circulation in recent weeks, with the passage of different troughs, the surface waters of the Mediterranean already draw a panorama with a more normal spatial variability,” explained on social networks The physicist, disseminator and researcher at Aemet JJ German. Without throwing the bells on the flight. The descent of temperatures is great news: a Mediterranean too warm increases the risk of storms and copious rainfall like the ones we see in Danas and in episodes of “cold drop”. The question now is to know if this stabilization will be lasting or if we will see a new thermal rebound in marine waters. August has started with a heat wave in Spain with reach beyond the peninsula. June’s thermal rest has ended and we do not know how this change to the waters of the Mediterranean will affect. The issue is relevant due to the environmental and meteorological problems that this overheating would imply. In Xataka | “The Mediterranean already has only three stations”: the European Observatory of the drought confirms that winter is dying Image | Valentin Perret / ECMWF

Ryanair loaded 800,000 squares this summer at the Spanish “small” airports. Threatens to do it again

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The Irish airline React hard to the 6.57% increase in the airport rates that AENA will apply in 2026, from 10.35 to 11.03 euros. The company requires the Government and the CNMC to reject this rise and threatens to reduce routes and seats in regional Spain if measures are not taken. A threat that is not new. This is not the first time that Ryanair uses pressure on regional airports as a negotiating weapon. During this summer, The company already executed a replication Significant: he abandoned completely Valladolid and Jerez, and reduced his operation in Vigo, Santiago, Asturias, Santander and Zaragoza. In total, has eliminated 800,000 squares In these airfields between April and October, although at the national level it has maintained its growth. Keep leading. The striking thing is that Ryanair maintains its dominant position in the Spanish market despite these strategic withdrawals. In the first half of this year, the airline transported 32.64 million passengers in Spain, 6.6% more than the previous year. This consolidates it as the company with the highest traffic volume in the country, expanding its advantage over eating to almost 10 million passengers apart. Beyond rates. Although Ryanair presents the rise in rates as the main reason for his threat, the reality is more complex. The company keeps a legal battle with the Spanish government for The record fine of 107.78 million euros imposed by its hand luggage policies. This sanction, the greatest in Spanish business history, is part of a package that also punished Vueling and Easyjet for similar practices. The strategy behind the pulse. The withdrawal in regional airports fits perfectly into the Ryanair strategy. These aerodromes depend greatly on the connectivity provided by the Irish low cost, as evidenced by the case of Valladolid, which It went from touching the 100,000 passengers In the first semester of 2024 to just 41,725 in the same period of 2025. The company knows that its withdrawal causes a disproportionate impact on regional connectivity, which gives negotiation power. The coming answer. The CNMC (National Commission of Markets and Competition) must pronounce on the tariff increase before the end of the year. Ryanair seeks to keep the freezing of fees that has been in force during the last decade, while Aena defends that his rates are internationally competitive and that he cannot make exceptions that violate the regulations. We will have to wait to know if this dispute will finally lead to a new reduction of places in the Spanish regional area. Cover image | Ryanair In Xataka | Michael O’Leary, Ceo de Ryanair: “I don’t want money. That they fly without suitcases”

The commercial war between China and the US also goes from airplanes. The c919 comac already threatens the future of Boeing and Airbus

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The aeronautical sector has become another battlefield of commercial tension between Washington and Beijing. The C919the first narrow fuselage commercial plane developed completely in China, He is winning traction In Southeast Asia while Boeing and Airbus fight against delays in their deliveries. An opportunity born from despair. Malaysia has confirmed that Airsia and Air Borneo are valuing C919 as an alternative to Western manufacturers. It is no accident: the waiting lists to receive Boeing and Airbus airplanes extend years, and the airlines They desperately seek to diversify their suppliers. Malay Transport Minister Anthony Loke summarized it thus: “All airlines look for faster deliveries and cheaper options. COMAC is one of the manufacturers they are considering.” The Chinese pride Achilles heel. Despite its ambition, the C919 drags a critical dependence on US components that could be lethal. LEAP-1C engines (Manufactured by the Joint Venture between GE and Safran), Honeywell’s navigation systems, the rockwell collins meteorological radar and multiple critical components come from the United States. Tariffs and prohibitions. The Tariff climb It has raised the cost of the US components until they make them almost unfeasible. Just a couple of months ago, China applied tariffs up to 145% in response to tariffs applied by Trump, shortly before The 90 -day truce that both countries occurred. At the same time, Beijing has prohibited its airlines from acquiring US suppliers equipment, although this restriction does not yet affect manufacturers as Comac. The race against time towards autonomy. China has not been still in this critical situation. And it develops the engine CJ-1000A through AECC as the National Substitute for Western LEAP-1C. The evidence has been advanced since 2018, although the commercial certification will not arrive before 2030, and in the worst scenario it would be delayed until 2035. Meanwhile, the Chinese domestic market offers an extraordinary mattress: Boeing estimates that China will need 8,600 new airplanes commercials in the next two decades. And now what. The United States has recently reactivated licenses to sell engines to C919, but this movement can also mean China’s reinforcement to achieve technological autonomy in the sector. The European C919 certification could arrive between 2028 and 2031which would open the doors to the global market. If China manages to combine a competitive plane with aggressive prices and fast deliveries, the historical Boeing-Airbus duopoly could have its days counted. Cover image | Comac In Xataka | In his crusade to manufacture the iPhone at home, the US has achieved something historical: that most of its smartphones come from India

Ryanair has seriously injured to Valladolid airport. And that’s why threatens new cancellations this winter

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First they announced the exit. After there would be delays. Now they threaten more games. Ryanair has filed a pulse with the government following a historical fine and alleged Aena rates too high. And the most affected are the neighbors of the provincial capitals of our country. “They are not profitable routes”. And that is why Ryanair’s departure is logical and “it is possible to enter other regional airports in these changes.” These changes are cancellations of routes and the words are from Elena Cabrera, Country Manager of Ryanair in Spain, to questions from Spanish-Invertia. With them certifies the pressure policy that the company is doing in Spain, in response to a historical fine imposed by the Executive that has led to the company of some Spanish airports, seriously injuring its activity. What happened? Ryanair’s threat to leave more airports in Spain is not born from nothing. In November 2024, the Government certified a historical fine to various airlines Low Cost. The reason: they were charging for wearing a hand suitcase. The sanction for Ryanair It was more than 107 million euros. The fine imposed by the Ministry of Consumption is, in the eyes of Ryanair, illegal. They point out that they do let travel with a hand suitcase but that It should not exceed contained dimensions 40 x 20 x 25 cm. The battle on whether or not this is legal has arrived in Europe. Spain will have to give explanations in front of the EU Pilota mediating referee designed to resolve conflicts between the European Commission and the Member States. Essential. The origin of the conflict is in the word “essential.” That is the hand luggage that airlines are obliged to allow the passenger for free. Obviously, for the government there is no doubt: the reduced dimensions do not comply with the norm and the bulge cannot be qualified as “essential.” Ryanair believes the opposite. And the problem is that Not justice agrees. In Spain we have had sentences that contradict themselves. Cases in which passengers is right And Ryanair is forced to compensate them and cases in which he fails In favor of the company And the speech is bought that this backpack is enough to travel. AENA’s rates. Perhaps because abandoning Spain for the simple fine was too controversial or because, really, there is an economic reason in it, Ryanair assures that if he leaves Spain it is because of the high rates that the company charges for operating at its airports. These fees serve to pay the cleaning, safety or maintenance services of airports but for the Irish company They are too high. Aena defends himself by ensuring that There are multiple discounts that leave the operation at regional airports at a very low price. For the moment, Competition has forced Aena to freeze rates. 800,000 seats. Aware of its strength in some regional airports, Ryanair has abandoned Operations in Valladolid and Jerez de la Frontera this summer. And has reduced its presence in Vigo, Santiago, Zaragoza, Asturias and Santander. This has led to Valladolid for 60% of air traffic. In total, there are 12 routes that have been canceled or reduced their activity. According to Expansionin the balance for this summer, telling all the airlines, 92,000 seats have been lost to fly from Spain. Of the lost places, 75% are a consequence of Ryanair’s march of these airports. More tension. Now, Ryanair continues to stretch from the rope. Seen the impact they have claimed for months that regional airports They live “a terminal decline” For a long time. The lack of passengers is, they say, the main reason for their march. That they have not been covered by competitors “demonstrates that they are not profitable routes”, in the words of their country manager. However, we must bear in mind that the company has not been operating by volume in this type of route. As is happening With a flight from the Canary Islands to Morocco, It has been institutional advertising the one that has kept these lines alive. To the point that in some cases contracts have been broken that still remained active. Photo | Ivan Mihajlovic In Xataka | The great secret of Ryanair’s success is that he does not earn money to fly: he does so squeezing you in everything else

In Elche a solar macroproject threatens a protected place. It is only the tip of the iceberg of a problem throughout Spain

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Spain advances in its energy transition, but not without conflicts. In Galicia, for example, the expansion of wind farms has generated A growing social rejection for its impact on the landscape. Something similar happens in the teacher, where local communities They denounce the implementation of renewables without planning or consensus. Now, the conflict moves south of the province of Alicante. The voices of the protest. The environmental group friends of the wetlands of southern Alicante (AHSA) has resorted to the authorization of Lucinala, a macroproject of solar energy As detailed in their press release. The authorization was granted by the Ministry for Ecological Transition and the Demographic Challenge, despite the fact that the group presented allegations and a first resource last years, still unanswered. Although the project has been reformulated and its reduced surface, environmentalists continue to see it as a direct threat to the natural and agricultural values ​​of the Galvany Clot environment. Project chronology. Lucinala, a solar plant of more than 62 MW of power and 120 hectares of surface, has already received two administrative authorizations In just 15 months. Despite the unfavorable reports issued by entities such as the City Council of Alicante or the road unit, the central government gave the project to the project in January and April 2024, according to He explained The information. The local medium continues to detail that the promoter has introduced modifications in response to these institutional objections, such as the underground of evacuation lines, the elimination of an intermediate substation or the displacement of the electric layout. These measures allowed the project to raffle the main legal obstacles. However, they have not managed to dissipate the social or ecological opposition to the project. A protected area. In the province of Alicante there are about twenty protected placesnot as many as in other areas of Spain. For this reason, the location of the Lucinala plant is especially sensitive in a critical area from the environmental point of view: The Landscape Basin of Galvany Clot. This wetland, located in the municipality of Elche, has various protection figures, both regional and European. The Ecologists collective In your press release He has denounced that the set of eleven solar plants would occupy more than 190 hectares, a figure that exceeds in 10 hectares the total area of ​​the wetland itself. In addition, they added that 60 hectares of high quality agricultural land, 31 hectares of forest land and 25 hectares of areas with flood risk would be affected. And the ecological connection of the Clot was committed to the Serra of why, to the north, which would fragment key habitats for local fauna. This can bring tail. Beyond the specific case, AHSA, together with more than 150 organizations integrated into the Macrorenovable Platform, They have denouncedA speculative “bubble” driven by European subsidies Next Generation. On the other hand, AHSA has warned that renewable projects in process in Spain are already 144 GW of power, well above the 89 GW planned in The National Energy and Climate National Plan (PNIEC) 2021-2030. Even so, the Latest reports From Red Eléctrica de España (REE) they have indicated that, at the end of 2024, the installed renewable power reached 85.1 GW, very close to the marked objective. Reopening the debate. It is true that from the environmental group they insist that abandoning fossil fuels is urgent, but they warn that a poorly planned transition can reproduce old errors: concentration of energy power, loss of territorial sovereignty and false promises of sustainability. Instead, they bet on a fair transition, decentralized and sensitive to territory. At that crossroads, the question continues in the air: how to move towards clean energy without leaving behind the territory, biodiversity and those who inhabit it. Image | Pxhere and Ferran tab Xataka | Solar panels that clean other solar panels: the photovoltaic industry has entered its self -replicant phase

The US threatens Apple with a 25% tariff if you do not manufacture the iPhone there. It would continue to be more profitable in India

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Donald Trump has launched a direct threat to Apple: If you want to sell the iPhone in the United States, you must manufacture them there. Otherwise, you will have to assume a 25%tariff. This threat is part of its new commercial offensive, which also includes a 50% tariff to European products and measures against other great American technological ones. Apple, however, had already begun to reorder his production map. Tim Cook announced that “The majority” of the iPhone sold in the United States in 2025 will be manufactured in India. It is a message: Apple has no intention – not real capacity – to transfer its production to American soil in the short or medium term. In figures. Today, making an iPhone in China costs around $ 450. If that production was transferred to the United States, the cost per unit would shoot up to $ 1,400-1,600. And if the entire supply chain in US territory was also replicated, the final price to the consumer could overcome the 2,000 dollars.. Apple’s margin would not endure that blow. And consumers either. Yes, but. Moving production to India barely represents an increase from 10% to 15% compared to China. With an average sale price in the United States of about $ 1,000 to $ 1,200 per unit, Apple can absorb that difference, affect the customer or a mixture of both. Always without turning the iPhone into an unattainable luxury product. Trump’s 25% tariff, if applied, would be even more expensive. Between bambalins. India is more than a momentary escape route. Apple has been preparing for this turn for years. Foxconn has invested $ 1.5 billion to expand its plant in Chennai, and Tata Electronics has accelerated the construction of new assembly lines in Tamil Nadu. In 2024, 18% of the iPhone have already left India. In 2025 it will be 32%. Cook does not improvise: he knows that producing in the United States would have been reconstructing the infrastructure and technical specialization that Asia offers today. India is not China, but it has something that the United States does not: a young, cheap and trained population, as well as a government (that of Modi) willing to encourage every dollar invested. The context. Apple has already promised to invest 500,000 million dollars in the United States in the next four years. But it will do it in chips, data centers and artificial intelligence servers, not in iPhones factories. Trump knows it, and that’s why he attacks: investment is not enough. It wants production. And he wants to see her inside her borders. By the way, half Billón’s investment had a small print of Cantabria’s size: On the other hand, manufacturing iPhone is not riding furniture. It is a high precision operation, with thousands of components assembled in record times for workers in 12 -hour shifts. The United States does not have the ecosystem, nor labor, nor the right labor cost to replicate that. Trump can press, but cannot alter the economic laws of global logistics. And now what. Apple will play time. You can negotiate exceptions, delays or adjustments, as did in 2019 with Chinese tariffs. But if Trump fulfills his threat, he will have to choose between paying billions in tariffs … or raising prices. And there is the paradox: If Apple manufactured in the United States, the iPhone would cost 1,200 to more than 2,000 and even $ 3,000. If it remains in India, with 25% of Trump included, it would rise only to about 1,500. Manufacture in India, even penalized, is still more profitable than producing at home. In Xataka | Apple anticipates 900 million dollars of tariff impact. It is equivalent to the cost of producing almost two million iPhone Outstanding image | Xataka

The trade war threatens to cut his wings in full takeoff

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The aeronautical sector It is emerging as one of the great victims by the Commercial War between the United States and China. At Growing tariff barriers imposed by both powers now adds Beijing’s alleged attempt to block the delivery of new Boeing aircraft in its territory. The information, Posted by Bloomberg earlier this weekalso points out that Chinese airlines will not be able to acquire equipment or pieces related to aviation to US suppliers. When a scenario like this is raised, it is easy to think that the closure of doors to Boeing and other American manufacturers can translate into an opportunity for firms such as Airbus or Comac. And, in part, it is. However, it is convenient to clarify: while Airbus’s main challenge is to increase its production capacity, in the case of Cabel the difficulties are deeper. The United States, in fact, could dynamite its most ambitious project overnight. As? Let’s look at the details. A plane with too many pieces borrowed In recent years we have seen how China has managed to make a decisive leap in multiple industries. One of the most obvious examples we have in front of our eyes: the automobile sector. For a long time, Chinese cars dragged a questionable reputation and a little competitive offer. Today the situation is very different. Something similar could be happening in commercial aviation. Although Airbus and Boeing continue to lead with slack, Cabe has been trying for years A hole in that historic duopoly. One of the key pieces in this important objective is the Comac C919a plane designed and assembled in China with an eye on competing directly with the Boeing 737 Max and the Airbus A320. With capacity for between 158 and 192 passengers and autonomy that ranges between 4,075 and 5,555 kilometers, its current deployment is still limited. However, if we attend to the growth rate of the Asian giant, everything indicates that it is a matter of time that the C919 is also consolidated outside its origin borders. But the project drags, at least for now, an Achilles heel that often goes unnoticed: a deep dependence on American technology. That’s how it is. The pride of Chinese aviation, the most ambitious development of its entire history in this sector, works thanks to key components manufactured by a rival country. For years, these pieces have crossed the ocean without major obstacles. But a block could hit the very heart of the Chinese dream of having its own regional reference plane. So what pieces are we talking about exactly? To understand it, it is convenient to go to Leeham News and Analysis worka specialized firm that has been closely following the ins and outs of the aerospace sector. Flight data recorders – General Electric (United States). Meteorological radar – Rockwell Collins (United States). Communications and Navigation Systems – Honeywell (United States). Antihielo Ala – Liebherr (Germany) system. Aluminum components for fuselage – Arconic (United States). Motors – CFM International, a joint venture between GE (United States) and Safran (France). Thrust investors – Safran (France). Fuel System – Parker (United States). Fire detection – Kidde (United Kingdom). Wheels and brakes – Honeywell (United States). Tires – Michelin (France). Landing train – Liebherr (Germany). Cola y Alas – Aviation Industry Corporation of China (Avic) (China). Just check the previous list to measure the blow that would mean the lack of any US component in the C919 assembly chain. Leeham News and Analysis already warns that the trade war threatens the project. In the same line is Ron Epstein, Bank of America analyst, who declared Reuters: “If China stop buying aeronautical components from the United States, the C919 program will stop or die” The current situation and future perspectives In recent days, the commercial war has intensified with rapid and unpredictable movements. And the truth is that half the world – individuals, companies, governments – still tries to understand how far their effects come. If we focus on the order of the Chinese government on aeronautical components, everything indicates that, for now, it affects only airlines. That would leave manufacturers such as Comac with margin to continue buying the pieces that need the United States. At least for the moment. However, The 125% retaliation tariff (that, added to the previous 20 % in the fentanyl case, leaves the invoice at 145 %) governs for imports from the United States. That includes engines, plane or brakes that Comac buys for their C919. The practical result is that each US component would cost me almost twice and a half its original pricea scenario hardly aware of any manufacturer who aspires to maintain the viability of your business. It is time to wait to see what all this flows. If the barriers imposed by both powers will fall and the trade will be reactivated. But there is also another scenario: that the United States imposes export controls on key components for Chinese aviation. He already did it with the Nvidia chips to stop his advance in artificial intelligence. This situation could reinforce China’s bet to develop your own key technology, although it still has a long way ahead. Images | Comac In Xataka | Before panic for US tariffs there are technological ones doing something uncommon: product collection

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