Boeing Gains 90-Day Market Access as China Suspends Aircraft Delivery Ban, and More

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Boeing's Chinese Market Access Restored as Beijing Lifts Ban on 737 MAX and Dreamliner Deliveries

China has lifted its month-long ban on Boeing aircraft deliveries following a breakthrough in trade negotiations with the United States.

Chinese officials have begun informing domestic carriers and government agencies that they can proceed with accepting US-manufactured aircraft after both nations agreed to temporarily reduce steep reciprocal tariffs during a 90-day window following weekend talks in Geneva.

Key Points

• Tariff Reduction Terms: The US is cutting duties from 145% to 30% while China reduces from 125% to 10%, with China also lifting countermeasures implemented since April 2.

• Delivery Pipeline: Boeing had planned 50 jet deliveries to Chinese carriers in 2025, with 41 aircraft already in production or completely built.

• Market Significance: China represents approximately 10% of Boeing's commercial backlog, making it a critical and growing aviation market.

• Previous Disruption: At least three Boeing aircraft at delivery centers in China were returned to the US last month after Chinese customers refused deliveries due to tariffs.

• Unfilled Orders: Boeing currently has 130 unfilled aircraft orders for Chinese airlines, most for the 737 MAX single-aisle aircraft.

My Final Thoughts

This temporary delivery ban removal provides Boeing with critical access to one of its largest markets during an already challenging period for the manufacturer.

The 90-day window creates urgency to expedite deliveries while broader trade negotiations continue.

If permanent tariff reductions aren't secured by August, Boeing may still need to find alternative buyers for China-bound aircraft, as interest has emerged from India, Malaysia, and Saudi Arabia.

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