Overview

• Trump said the United States could impose export controls in response to Beijing’s new restrictions on rare earth mineral exports, emphasizing that China operates many Boeing jets that need parts.
• Any curbs would target airplane components and could ripple to suppliers such as CFM International, the GE–Safran venture for 737 MAX engines, as well as GE engines used on Boeing’s 777 and 787.
• Chinese airlines have at least 222 Boeing jets on order and 1,855 in service, underscoring potential exposure to U.S.-made spares and support, according to Cirium data.
• Boeing’s China exposure has fallen to under 5% of its order book, and reported talks for as many as 500 jets remain unconfirmed and could be affected if tensions escalate.
• Beijing earlier ordered a temporary halt to new Boeing deliveries, and prior U.S. export controls on Western components have already slowed COMAC’s C919 production.