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Ryanair Warns of Potential Boeing Order Cancellation Over U.S. Tariffs

CEO Michael O'Leary signals willingness to explore alternative suppliers, including China's COMAC, if tariffs increase aircraft costs.

Overview

  • Ryanair CEO Michael O'Leary has formally warned that the airline may cancel or delay its Boeing 737 MAX orders if U.S. tariffs significantly raise prices.
  • The airline currently has 210 Boeing 737 MAX and 150 MAX 10 firm orders, with options for an additional 150 planes, making it one of Boeing's largest customers.
  • O'Leary stated that Ryanair would consider Chinese-manufactured COMAC aircraft if they are 10–20% cheaper than alternatives, though COMAC's C919 lacks European certification.
  • U.S. Representative Raja Krishnamoorthi has urged Ryanair to avoid purchasing Chinese aircraft, citing security concerns and COMAC's alleged ties to the Chinese military and intellectual property theft.
  • The U.S.-EU trade dispute has strained the long-standing duty-free aircraft trade regime, with tariffs potentially reshaping global aerospace dynamics.