Overview

• President Donald Trump said the United States could restrict exports of Boeing plane parts in response to Chinese limits on rare earth mineral shipments.
• The measure remains a threat rather than an implemented policy, but any restriction on parts or spares could affect CFM International and GE engines used on Boeing jets.
• Beijing in April directed Chinese airlines to temporarily pause taking delivery of new Boeing aircraft.
• U.S. export controls have already slowed COMAC’s C919 output, with five deliveries by September versus 32 expected, highlighting the impact such measures can have on production.
• Cirium data show China has at least 222 Boeing jets on order and 1,855 in service, and Bloomberg has reported talks for as many as 500 additional jets that could be complicated if controls were imposed.