Overview

• China has reportedly instructed its airlines to stop taking new Boeing aircraft deliveries and halted imports of U.S.-made aircraft parts, according to Bloomberg and other sources.
• Existing Boeing orders in China now require government approval before delivery, further complicating the company's operations in its second-largest market.
• Four Boeing 737 MAX jets are stranded at the Zhoushan completion center in China, with at least one slated for recall to the United States without delivery.
• Tariffs imposed by both countries—125% on U.S. imports and 145% on Chinese goods—have effectively doubled the cost of Boeing aircraft and components, limiting market access.
• Boeing's 2024 annual report warns that prolonged disruptions in Chinese deliveries could significantly harm its financial performance and global market share.