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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

Boeing, trapped in the commercial war. China paralyzes the deliveries of its airplanes and Airbus gains ground, according to Bloomberg

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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 In Xataka | Boeing, in the line of fire of the tariff war: Airbus is emerging as the winner of the pulse between China and the USA In Xataka | While the US is obsessed with tariffs, China has a weapon that is going unnoticed: the bureaucracy

In the middle of the commercial war, China has found a way to punish US exports. And you don’t need tariffs

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In full electoral campaign, when there was still talk of A fierce duel With Kamala Harris at the polls, Donald Trump recognized during An interview In Chicago that the term you like most about Shakespeare’s language is Tariff (Tariff). “For me, the most beautiful word in the dictionary”, proclaimed. View The forcefulness With which China has responded to its commercial war, it could well think that “tariff” is also Xi Jinping’s favorite word, but the truth is that Beijing has its own way of hitting the US trade. A much more discreet than rates. Tax pulse. Trump did not exaggerate to proclaim his love for tariffs. And good proof is that in the almost three months it has been in the White House, it has launched more or less clear ads (and also the occasional Auto amendment) of rates aimed at steel and aluminum or The cars and its components. Also of course the bad calls “Reciprocal tariffs”embodied in the famous rate table that presented A few weeks ago in the Rosaleda of the White House, and those that already appear on the horizon for Chips and drugsamong others. With the passing of the days and after Trump Pausara much Of its tariffs for 90 days, the commercial war has basically enchanted between the US and China. Washington has decided to apply to Chinese imports rates that rise at 145%while Beijing has returned the blow to Trump raising his own 125%. That answer does not mean that the tariffs are the only tool to which the Chinese executive has resorted to face the US. After all … aren’t there other ways to stop imports? Who needs tariffs? The news He has advanced it The American magazine POLITICAL: Throughout the last four months, Beijing has activated a series of bureaucratic obstacles and agreements that have had a clear effect on the flow of US imports, reducing them from or even stopping them. The method is more stealthy than the tariff war (and perhaps does not inject the thousands of millions to the public coffers that Trump is looking for with the tariffs), but allows Beijing to hit the US at a sensitive point, its commercial exports. THE KEY: Non -tariff barriers. “A tariff pays and things are more expensive, this is a total restriction to the ability to send products to that country,” Ben Lilliston commentsof the Institute of Agricultural and Commercial Policy. It is not a minor note if the intense commercial flow between China and the US is taken into account, which in 2024 resulted in the export of goods to China by value of 143.5 billion and imports that amounted to almost 439,000 million. But … How do you do it? POLITICAL Quote some specific cases. For example, Beijing has decided Do not renew At the moment the export permits of hundreds of meat packaging plants and has claimed that some products derived from American chickens do not meet their standards. You don’t have to look much in the newspaper library news in that line. Does A few days The General Administration of Customs warned of the appearance of Furacilina, a substance prohibited in the country, in three lots of meat of US companies. Result: suspended its import. The Chinese organism took A similar measure With the sorghum products of an American company after detecting “excessive levels of zaralenone”, a type of mycotoxin. The decision was announced one day after Trump imposed a 34% tariff on Chinese goods, although Beijing insists in which the restrictions for technical reasons and objectives apply: “To prevent risks and guarantee the safety of livestock production and consumer health.” Are there more cases? Yes. ABC News recently He informed that some 300 US slaughterhouses have not yet renewed their export permits to move beef to China, which seems to have found a substitute in Australian livestock. Beijing’s reluctance to renew the licenses have in fact stopped a good part US rescor export. And that are major words. In 2024 the US exported to China worth 1.6 billion dollars. Another sector that has also been emphasized of turbulence is that of natural gas. At the beginning of the month, with the commercial war about to climb, Bloomberg revealed that China had no matter of US LNG 60 days. The scenario remembers the one who lived years ago, during Trump’s first mandate, when the Asian giant stopped receiving US shipments during Around 400 days. Citing Kpler data, POLITICAL assures that so far this year of China imported only a cargo of gas compared to 14 of the same period of 2024. Hitting where it hurts the most. Chinese restrictions not only affect US exports, with their corresponding impact on a flow that moves millions of dollars. By applying Beijing can point to concrete sectors, such as Lift POLITICALindustries rooted in states (Iowa or Nebraska, for example) that usually act as republican vote heshes and therefore can exert greater pressure on Trump. Something similar did A few weeks ago The Brussels when he planned his own response to the first USA tariffs. Bureaucratic obstacles and restrictions also force companies to move in slippery terrain, even more than that of tariffs. “We do not want health and security to become a political issue,” Darci Vetter argueswith experience in the US commercial representative office. “Convert carers carefully considered and based on science into a political issue.” Marc Busch, who has also exercised as an advisor to the US Department of Commerce, is even more categorical: “This is what China does: commercial actions disguised as legitimate public policies with a scientific basis.” Is it a new measure? No, not exactly. The Chinese government seems to have intensified restrictions that are not new and can even go back to Your entrance In the World Trade Organization (WTO), more than 20 years ago. The US is not the first country that is found with brakes to its exports that coincide with moments of tension with Beijing. It happened to him … Read more

The commercial war has trembling the technology industry. Samsung plays in another league

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The recent one wave of tariffs imposed by the United States has unleashed a storm in the technological market. Apple, Google or Motorola have been indicated Directly because of its strong dependence on Trump, the main objective of Trump in this tariff war. But there is an actor who has barely appeared in the eye of the hurricane: Samsung. The silence around it is no accident, but a consequence of a competitive advantage forged for years. What has happened. Samsung left smartphones production in China in 2020. Since then, he diversified his supply chain in India, South Korea, Vietnam, Brazil and other countries. According to the consultant Counterpoint ResearchChina represents 80% of iPhone’s production, while for Samsung, it barely contributes mid -range with ODM designs premises. It is a very large contrast that has consequences. Why is it important. The commercial war is redrawing the hardware map. Whoever has the factory in the wrong country can see the price of their products triggered. In detail. Vietnam, a key country for Samsung (more than 60% of its mobiles are manufactured there), has received a 46% tariff waiting to see what happens after the extension. Even so, the Korean brand has maneuver margin. Its two factories in India – an unused capacity – can absorb part of the blow. On the other hand, South Korea could assume the production of high -end models if the situation requires it. Apple, on the other hand, does not have that agility: its diversification is still incipient. Between bambalins. Samsung He has been investing in Vietnam for more than a decade: 100,000 employees, 25% of the country’s total exporter and 220 million dollars only in R&D in 2024. This strategic alliance has become a double -edged sword. Now that Vietnam is in the tariff target, both parties negotiate against the United States to stop possible damage. But Samsung already had his plan B activated: transfer part of the production to India and Korea. In Xataka | Spain looked at Chinese cars as a salvation table. In the commercial war, the risk of dying drowning runs Outstanding image | Xataka

Spain looked at Chinese cars as a salvation table. In the commercial war, the risk of dying drowning runs

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“Spain is in favor of more balanced relations between the EU and China,” with these words Pedro Sánchez, president of the Government, has defended his approach to China before the commercial war that is being freed and during the same. And the automobile sector has a lot to do. “Essential partner”. With those words Pedro Sánchez has defined the relationship that China should have with the European Union. The words have pronounced them during their meeting with Xi Jinping, president of the country. The Spanish is in a round of visits by Asia in which he is stopping in China and Vietnam. Both countries have been severely punished by the United States. China still maintains 125% tariff Despite the 90 -day truce that Donald Trump has granted. Vietnam had been punished with some 46% tariffs. The importance of words. This “essential partner” is not accidental and shows Spain’s approach to China in full tension for the commercial war that are pounding the United States and the Asian country. In fact, the words of the words of the European Union is unmarked as “partner, competitor and systemic rival”, collected by The country. Sanchez needs to play with tact with his statements. Only a few days ago, Scott Besent, secretary of the United States Treasury, said that “I am not sure if it was the prime minister or the Minister of Economy of Spain, who made some comments this morning: ‘Maybe we should align more with China.’ That would be to cut off the neck”, in words collected by The confidential. Xi Jinping, meanwhile, thanked Sánchez for the “firm will” to maintain good relations between the two countries, emphasizing that it is the third time that the president of the Spanish Government visits the Asian country, they point out in The world. The equilibrium game. Spain has encountered the most uncomfortable view at the right time. With the agenda already scheduled, it was seen if the president of the Government would be willing to go to China in the middle of the commercial tension with the United States. The single presence is seen as a Spanish approach to the Chinese side and, of course, It is unmarked from European politics that bets to get wet as little as possible. However, Spain has a good number of Chinese investments in our country. The commercial balance between the two countries It is still very unbalanced In favor of China (we import goods worth 45,174 million euros and export there products worth 7,467 million euros) but China has the key in key sectors. Putting the carpet. Without a doubt, one of the sectors in which Spain wants to influence is the car. China is disembarking in Europe. His commercial war with the United States will force him to disembark in greater force in Europe and Spain is a perfect gateway. With the fees to the electric car, the plug -in hybrids and the Chinese low ranges vehicles have A huge opportunity in countries like Spanish where “electricity” is not so developed. All their companies need to open markets outside China to seek profitability. If the perspectives are maintained, byd will be in 2025 One of the five greatest manufacturers of the world. Given this situation, Spain is clear that it wants to be a very important part of Chinese landing in Europe. The automobile sector is essential for Spain. Not only in its factories, you have to add ports that receive cars, distributors and a Powerful auxiliary and component industry. It is better for us. The biggest problem facing Spain is that it is best to open to China if you want to open your business routes in the automobile sector. When the tariffs of Chinese electric car were voted for the first time, Spain was favorable. A visit to China and a threat of attacking the Spanish pig directly (whose exports to China are key) He changed the Executive idea. But, in addition, other threats float in the air. In Europe, France or Italy remained firm in their favorable vote to tariffs on Chinese electric cars. Then, China ordered to stop investments In those countries and since then we have not had news of new approaches. At the moment, Spain has Chinese investments in different ports To receive and start distributing cars that arrive from Asia, the investment of Chery in Barcelonathe agreement between Catl and Stellantis For a battery plant in Aragon or the Extremadura projects to produce batteries for electric cars. But there are certain problems. In a first reading, it seems clear that if Spain has the opportunity to continue expanding its Chinese investments in the automobile sector to be key in the European car of the future and if you have a threat to its head of withdrawing investments or torpedoing trade between the two countries, the approach to China seems completely logical. The problem is to pull the rope tense, irremediably, on the other. The United States has already warned Spain that its position is not correct and some sectors are (obviously) worried. The direct impact In the automobile industry it is not too high but, for example, shipments to the United States of olive oil They have shot under the threat of tariffs. What can we expect? Given this context, Spain will have to play its cards to several bands. Approach enough to Beijing but without burning. It will be necessary to see if the United States maintains its commitment to tax trade with the European Union with a flat rate or if it extends tariffs by sectors, which can be an indirect attack on a specific country. A good example is the 25% tariff to the car. The United States government has repeatedly decided to pause its tariffs to Mexico or Canada but keeping them in the car market is a clear attack on these countries. Also to Germany, in Europe, which is The country that exports more vehicles to the United States. We will have … Read more

The tariff war will shoot the price of a component that nobody speaks: the SSD units

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The tariff war that has triggered the entire planet The US government led by Donald Trump is wreaking havoc in the markets. Consumers are already noticing Price increase Of many products, and presumably in the short term we will perceive it in many more. There is no doubt that the world is entering In an unexplored terrain. If we stick to technology, much is being talked about the impact of tariffs on chips for applications of artificial intelligence (AI), CPU and other components, but storage solutions have gone unnoticed. Until now. And it is that US tariff policy will cause with high probability a very important increase in the price of mechanical hard discs and solid state storage units. Mechanical hard drives can be worse stopped than SSD units Seagate, Toshiba and Western Digital are the main manufacturers of mechanical hard drives. The supply chains of these three companies are very complex because the components they use to assemble their units come from a very wide range of countries. And, to anyone’s surprise, many of these nations are among those subject to The highest US tariffs. In principle the most disadvantaged company at the current situation is Seagate. As we have told you, the US administration has increased tariffs for products from China up to 145%and Seagate produces a good part of his porpholio in the country led by Xi Jinping. In current circumstances the best option for these companies is Move your production to the USeither one of the countries that are receiving a slightly friendlier treatment from the Government of Donald Trump. The manufacturers of solid state units have an advantage that the mechanical hard drives companies do not count However, for mechanical hard drives manufacturers it is not easy to move from one country to another. And it is not because these devices are assembled in clean rooms similar to Those used to manufacture semiconductors with the purpose of ensuring that dust particles do not spoil them. The panorama faced by the producers of solid state storage units is not very different. Samsung, Micron or Kioxia supply chains, among other companies that manufacture NAND 3D memory chips or SSD units, are as complex as those of companies that produce mechanical hard drives. However, manufacturers of solid state units They have an advantage With which the mechanical hard drives companies do not count: the assembly of the SSD does not have to be carried out in a clean room. In practice it is relatively simple to transfer the production of SSD from China or Vietnam to Mexico, Canada or the US. Whatever the price of storage units, whether they are going to increase perceptibly over the next weeks. Only a return to the prior market to tariffs could avoid it, and right now this possibility is remote. More information | Blocks & Files In Xataka | China responds again to US tariffs and rises to 125%: from here it would be a “joke” to keep climbing

The commercial war between the United States and China is having an unexpected victim: Christmas trees

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At the doors of Holy Week and with half a pending country, in Spain almost no one (Neither Abel Caballero) Think of Christmas. In China The thing is different. There the factories that are dedicated to manufacturing the ornaments and trees that decorate the US households every December should be receiving orders that do not just arrive. And in the industry there are little doubt what the reason is: the Commercial War raised 145% (If you take into account 20% applied by the export of fentanyl precursors) the rates to Chinese imports. What is less clear is … What will happen at Christmas? Where are the orders? That is the question that Chinese companies are being asked that are dedicated to manufacturing Christmas ornaments and trees. Yes, we are still in early April; but under normal conditions they should be receiving orders from their US clients. And it is not so. The news The Reuters agency advanced yesterday, which has spoken with the administrator of a Jinhua Christmas tree factory that has even seen how one of its partners on the other side of the Pacific suspended an order worth $ 400,000. And that the Chinese company has already invested $ 54,000 in materials. His great fear is now that the commission is annulled. “No request”. Jinhua is not an isolated case. Nor unique. Reuters He has spoken with other Chinese Christmas manufacturers that point in a similar direction. “We are concerned that US orders decrease,” explains the owner of another factory dedicated to Shaoxing Christmas decoration. The person responsible for a third company admits that at least the situation breaks with the experience of past years. “In mid -April all orders are usually finished, but now … it is difficult to know if any will come,” The manager tells from Jinhua. So far they have not registered “any request” from the US. And what is the cause? For China manufacturers there are few doubts. Or none. If 2025 is being an anomalous exercise for them is basically The commercial war unleashed on the other side of the ocean and that has been climbing. “Of course it is the tariffs,” assumes one of the entrepreneurs in the sector. After all, the tariff war may have intensified over the last days, after The act starring Trump in the Rosaleda de la Casa White with his already famous tariff table by countries and regions; But the word tariff (the favorite of the Republican) has been grabbing headlines for months. And one of the countries that He has always been In the focus is China, as was already happening in His first mandate. A figure: 145%. The result is that in the middle of April the Trump policy and the resurgence of the commercial war between Beijing and Washington (which has resulted in a mutual exchange of attacks and counterattacks tariffs) threatens to have an unexpected victim: Christmas. For now, Chinese merchandise to the US faces a tariff rise in the 125%percentage to which another 20% applied by the commercialization of fentanyl precursors. If we talk about Christmas ornament, USA and China maintain a more than prominent relationship. According to Reuters calculations 87% of the supply of American retailers dedicated to Christmas decoration comes from the factories of the Asian giant, which in turn half of their production to the US. “My colleagues and I depend on American orders to survive,” assumes Jessica Guo, administrator of a Christmas tree factory. Christmas decoration (and something else). At stake there is more than the Christmas ornament or that the US halls have more or less garlands, foams and artificial trees this year. That the sector goes well or badly translates into employment. And in millions of dollars. Two data arrives to get an idea. The merchandise acquired by American retailers in China reaches a value of 4,000 million of dollars. As for employment, only in Jinhua there is a factory of artificial trees of almost 11,000 m2 that normally uses 140 people, a template that can be elevated to 200 employees during the months of greater activity. Except for surprise, everything indicates that in 2025 it will not be necessary. Is there alternative? That is the other big question. And twice. Does China have an alternative market with which to compensate in a puncture of the American demand? And do the US companies have to the Asian giant to stock up on figurines and trees with lights? None will have it easy. In China, domestic demand for Christmas decoration is low and there are already businesses thinking about strengthening their efforts in Russia, Europe or Southeast Asia, which are an important part of the sales cake. Yet, days ago A local businessman shared with Reuters his “concern.” The situation in the US. The US can also look at other suppliers, but without getting rid of the elongated shadow of tariffs. Another country with some weight in the production of Christmas ornaments is Cambod 49% to imports from that country. From the sector they also question that manufacturing ends up moving to the US, as the Republican leader aspires. “There is no technology or labor market,” They recognize To the agency. Result: Ten months seen worries since those who want to decorate their houses face a price increase. Images | Frames for Your Heart (UNSPLASH), Gage Skidmore (Flickr) and Trong Khiem Nguyen (Flickr) In Xataka | In the middle of the largest commercial chaos, olive oil seems immune thanks to a factor: consumption in Spain

Boeing, in the line of fire of the tariff war. Airbus is emerging as the winner of the pulse between China and the USA

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We are witnessing a Commercial War Unprecedented while we try, as far as possible, understand how far you can go. Trump administration maneuvers are being as drastic as unpredictable: in just one week, It has gone from imposing reciprocal tariffs on dozens of countries —Without distinction between allies or competitors— to suspend them to open a negotiation period. That turn has given some oxygen to the global economy, qEU was already noticing the consequences. But the case of China is different. There is no truce there. Beijing has seen how levies to their exports to the United States shot. And in the midst of this new scenario, the question is inevitable: what sectors are in the line of fire? We have already talked about the technological, with Apple to the head. The company has begun to send thousands of iPhone from India to the United States to dodge part of the tariff impact. There are also indications that this situation could be translated In an increase in the price of the device in some markets. But there is another actor who enters the scene: Boeing. Despite the setbacks of recent years –marked especially by the accidents of 737 Max-, Boeing is still one of the United States industrial emblems. A heavyweight of the aerospace sector, whose airplanes are not only fundamental for global transport, but also a reflection of the technological and economic muscle of their country. Now, the trade war threatens to erode part of its competitiveness and could give An advantage to its great European rival: Airbus. To better understand the scenario, it is convenient to review, in general, some tariffs between the United States and China. We start with the measures applied by the White House since the return of Donald Trump. United States tariffs to China products The sum of the aforementioned tariffs gives us 145% to imports from China. It should be noted that, as with the European Union, other tariffs have also been imposed over time. Let’s see. China tariffs to United States products April 4, 2025: 34% of tariffs in response to the “reciprocal tariffs” of the United States to all American imported goods. April 8, 2025: 50% of tariffs in response to the increase in the “reciprocal tariffs” of the United States to all American imported goods. In this case, the sum of both tariffs results in 84% of tariffs that exist at this time. Tariffs will make the manufacture of airplanes As we have seen, tariff barriers are high on both sides of the board. If we focus on the aviation industry, the impact on supply chains It can be significant. Although most of Boeing’s production is concentrated in the United States, many of the components and materials they use come from suppliers distributed throughout the world. That’s where companies like Shandong Nanshan Aluminumthat supplies aluminum to aerospace firms such as Spirit Aerosystems. The latter, based in Wichita, produces fuselage sections for both Airbus and Boeing, including more than 70% of the structure of 737. In that context, tariffs can make aluminum more expensive from China. Although both Boeing and Airbus began to diversify their supply chain after the outbreak of the first tariff war during Trump’s initial mandate, A recent analysis of Leeham firm and Official Public Documentation suggest that Chinese aluminum is still present in the manufacture of some parts. That puts on the table the possibility of a price increase. Airbus’s case – a European manufacturer based in Blagnac, France – makes clear to what extent the supply chains are interconnected. Spirit Aerosystems not only works with Boeing, he also collaborates with his great European rival. And it is not the only example: Boeing also imports high -tech components made in Sheffield, United Kingdom. Airbus tactical advantage From the point of view of the supply chain, the manufacturer that depends most on raw materials or components affected by tariffs will be, logically, The most harmed. With the available data, it is not easy to determine which of the two large manufacturers is at a greater disadvantage, but if we take the case of aluminum as a reference, the advantage will be those who manage to import it at the best price and with the lowest tariff load. The scenario, however, is more complex than it seems. Changing supplier not only implies a logistic and operational reconfiguration, but also the global context is so volatile that it is difficult to make structural decisions. Not only China is subject to tariffs: dozens of countries are still reached by a base tax of 10%, although the White House has granted a 90 -day extension to the toughest tariffs. Where does Airbus’s supposed advantage come here? According to Reutersthe European manufacturer could benefit in the Chinese market by not being subject to 84% tariffs that affect US planes. Although China drives its own models, such as Comac C919it is still one of the largest aircraft buyers in the world. And both Airbus and Boeing have many deliveries committed. Chinese airlines could bow up by Airbus if their airplanes are cheaper than those of Boeing. Although the American manufacturer could try to absorb part of the impact by reducing margins, current tariffs – and the possibility of rising again – make that option hardly sustainable. Airbus, meanwhile, would face a challenge nothing less: increase its production capacity and comply with delivery deadlines. Images | FASYAH HALIM | Sven Piper | Lukas Souza In Xataka | The European Union reacts after the unexpected US turn: suspends its tariffs, although it keeps its finger in the trigger

China has just launched another blow to the United States in full tariff war and this time points directly to Hollywood

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“China wants to reach an agreement. The problem is that they are not clear how to do it,” Trump declared Wednesday to the press. He did it shortly after announcing the temporary suspension of “reciprocal” tariffs to dozens of countriesalthough not before hardening its pulse with Beijing: the White House raised the levies to Chinese imports up to 145%. At first, there was 125%, Although Washington clarified that this figure joined 20% already in force. But with the commercial tension on the rise, China does not give signs of giving in, as the American president is probably waiting. Beijing has raised the tone and made its position clear. “If the United States insists on following its own path, China will fight until the end,” A spokesman for the Ministry of Commerce said this week. And as if they wanted to underline it with facts, this Thursday they have announced a reprisal measure that points against the American film industry. Less Hollywood, more local cinema. As Global Times collectsthe China National Cinema Administration has announced that it will reduce the number of imports from American films. The agency ensures that the measure responds to the “market law” and the election of the public, although it shows a political background by ensuring that tariffs imposed by Washington will end up deteriorating the perception of the Chinese public on US films. From now on, the number of premieres from the United States will be limited in the country’s rooms. A trend that comes from afar. The decision occurs in a context where Hollywood had already begun to lose presence. According to April box office dataonly two of the ten American films released so far from 2025, ‘Captain America: A New World‘ and ‘A Minecraft movie‘, have exceeded 100 million yuan (about 13.6 million dollars). The rest has barely generated impact. Far from being an isolated reaction, the measure fits with a broader transformation. For years, Hollywood productions enjoyed great acceptance in China, but that panorama has changed. According to data collected by the Xinhua agencyin 2012, seven of the ten higher films in the country were Americans. Today, however, Hollywood titles barely manage to sneak among the most seen. China has followed a usual strategy: learn from global referents and replicate them with their own seal. In the last decade he has developed an industry capable of producing local blockbusters with great reception. Recent examples such as’Wolf Warrior‘,’Hi, mom‘,’NE ZHA II‘ either ‘The Wandering Earth II‘They demonstrate that turn. These last two, in fact, currently lead the national box office. The commercial war continues. After the rise in tariffs to 145% to Chinese imports announced by the United States, it remains to be seen what the next Beijing reaction will be. For now, the answer has been a moderate adjustment in the cultural field, but nothing prevents them from opting for more forceful measures. Currently, Chinese tariffs on American products are at 84%. Images | Freepik | ZHE ZHANG In Xataka | Apple and Trump’s dance is taking shape: threat, panic … and an imminent exemption

The largest nuclear power plant in Europe has been closed by the war in Ukraine. Now the United States wants to reopen

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At the beginning of the Ukraine War, the first thing the Russian Army did It was taking control of the largest nuclear power plant in Europe: Zaporiyia. During these three years, the Kremlin has established a military base and has been the objective of attacksso it has remained closed. Recently, the United States has decided to reopen this booty. Your part of the cake. There was no agreement with any of the two parties around To the rare earthsnow the focus is positioned in the largest nuclear power plant in Europe. In a telephone call, Trump suggested to Zelenski that the United States could help to manage, and possibly possess, Ukraine nuclear energy plants, according to a statement by the US presidential administration to which which has had access Reuters. All this to guarantee the energy security of Ukraine. The problem with “property.” From the same medium They have pointed out that the problem came with the word: “property.” The Ukrainian president has revealed that he would have no problem that the US investing money, only in the Zaporiyia nuclear power plant to rebuild it once again recover it. However, reject in a resounding way Give the central because they do not want to lose energy sovereignty in the country. A strategic central. The control of the largest nuclear power plant in Europe has reinforced Moscow’s power over the region, making it an energy pressure tool. According to The Washington PostRussian Foreign Minister has declared that the transfer of the central to any other nation is “impossible”, a position that highlights the strategic importance. A great loss for Ukraine. The largest nuclear plant in Europe is a great booty of war. In fact, for the nation of Zelensky it has meant a very large loss, since before the occupation it represented 20% of the country’s electrical production, such as They have reported in The Washington Post. In addition, the Ukrainian nation is now forced to allocate its limited resources to avoid a nuclear crisis. However, since the Russian occupation it has remained closed. Security problems From the closure of the plant, both parties They have accused mutually bombarding her repeatedly, so they had to close it for the risk of attacks and the growing concern for the integrity of cooling systems. Until today, the nuclear power plant has not produced energy again and has been negatively reflected in the Ukrainian electricity network. Can it be reactivated? The central was operated by Energoatom a Ukrainian public society. Its executive director, Petro Kotin, has warned in an interview for The Guardian on the problems that exist safely restart the Zaporiyia nuclear power plant. The senior executive stressed that there is a lack of trained personnel, the damage to infrastructure and the insufficiency of cooling water, after the destruction of the Nova Kakhovka dam in 2023 reduced access to the water of the Dnieper river. In an assumption that Ukraine recovered control of the central, Kotin explained that the restart process would take a long time between two months and two years, depending on the state of the nuclear plant. Moscow’s position. Russia has made it clear that it has no intention of giving control of the Zaporiyia plant and has plans to reactivate the plant, but it has not yet specified when it would happen. According to The Washington Postthe future of the Zaporiyia plant remains one of the main challenges that will define not only the energy balance of the region, but also the course of the Ukraine War. Image | DPA Germany Xataka | A Russian drone has opened one of the greatest engineering works. The problem: it was the sarcophagus of Chernobil reactor 4

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