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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.

General view of the Ryanair logo at their headquarters in Dublin, Ireland, September 16, 2021. REUTERS/Clodagh Kilcoyne
Boeing Co's logo is seen above the front doors of its largest jetliner factory in Everett, Washington, U.S. January 13, 2017. REUTERS/Alwyn Scott
Ryanair CEO Michael O'Leary during a Ryanair press conference on Feb. 11, 2025 in Madrid.
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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.