Overview

• The two sides are negotiating models, quantities, and delivery timelines, and the agreement could still fall apart according to reports.
• China’s National Development and Reform Commission has asked domestic airlines to detail their Boeing jet needs, signaling centralized procurement planning.
• The potential package is described as comparable in size to an unannounced Airbus arrangement for up to 500 aircraft.
• Scarce production and delivery slots at Boeing and Airbus, largely booked into the 2030s, would challenge rapid fulfillment even if a deal is struck.
• Boeing’s China leadership has shifted with the recent departure of Alvin Liu and the appointment of Carol Shen as interim president, adding uncertainty to the process.