Overview

• Trump told reporters on October 10 that China operates many Boeing aircraft and needs parts, indicating airplane components could be among the targets.
• Any restrictions could reach key suppliers, including CFM International’s LEAP engines for the 737 MAX and GE engines used on the 777 and 787.
• China earlier paused deliveries of new Boeing jets, and its airlines operate about 1,855 Boeing aircraft with at least 222 on order, according to Cirium data.
• Boeing has been reported to be in talks on a sale of up to 500 jets to Chinese carriers, though one analyst suggested the financial exposure would likely be limited.
• The threat follows Beijing’s rare‑earth export limits and coincides with other U.S. measures reported this week, including a proposed 100% tariff on Chinese imports from November and a DOT plan to bar Chinese airlines from Russia overflights.