Overview

• China has directed airlines to halt deliveries of Boeing aircraft and imports of U.S.-made aircraft parts, effectively freezing new orders and deliveries.
• Four 737 MAX jets remain stranded at Boeing's Zhoushan completion plant, with one aircraft already returned to the U.S., signaling disrupted handovers.
• The imposition of retaliatory tariffs—125% by China and up to 245% by the U.S.—has made Boeing planes prohibitively expensive for Chinese airlines.
• Boeing and its suppliers are preparing for an indefinite pause in deliveries to China, a market that accounts for 20% of Boeing's long-term delivery projections.
• The escalating trade dispute highlights Boeing's reliance on free trade, with 80% of its commercial aircraft sold internationally, and raises concerns over supply chain vulnerabilities.