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50% of Global Aircraft Imports Under Scrutiny: Will Tariffs Soar?

The U.S. government has initiated an investigation targeting 50% of the world’s commercial aircraft, engines, and parts imports. This probe, announced by Commerce Secretary Howard, focuses on potential unfair trade practices. If the investigation concludes that such practices exist, new tariffs could be imposed. Currently, the U.S. imports a significant portion of its aircraft components, with the investigation potentially affecting billions in trade. The outcome of this probe could lead to increased costs for airlines and consumers, depending on the tariffs applied. The investigation aims to ensure fair competition in the global market, with results expected to influence future trade policies.

Source: seekingalpha.com

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Hoodlum @NotHoodlum · Apr 24
China has returned two Boeing jets, each valued at $55 million. With $69 million in tariffs applied, the cost per plane increased to $124 million. Orders for an additional 130 jets have been indefinitely suspended.

Simple Flying @simple_flying · Mar 13
Boeing’s aircraft prices could skyrocket by up to $40 million per jet due to tariffs, warns AerCap CEO Aengus Kelly. This could shake up the aviation industry, potentially giving @Airbus the edge with a staggering 75-80% market share! With airlines facing higher costs, could

Lisa Abramowicz @lisaabramowicz1 · Mar 27
Half of vehicles sold in the US are imported. If the cost of tariffs is passed on to consumers, it’s likely to result in a $4,000-$5,300 average increase in ticket prices: JPM. JPM sees Honda, Ford, Stellantis & GM as best positioned; Ferrari, Porsche & Jaguar most exposed

Michael A. Arouet @MichaelAArouet · Apr 7
Supply chains are complex. The Dreamliner is an US export hit, but look at the number of components manufactured abroad. Tariffs on them will simply make Airbus planes more competitive on the global market.

kayvan sabouri @KayvanSabouri · May 8
MORE BIG NEWS… Commerce Secretary Howard Lutnick now says that Rolls Royce engines, other plane parts can come into the US TARIFF-FREE – and that the UK will be buying $10 BILLION of Boeing planes “later today.” Liberation Day looking really good right about now.

Peter Eller @Peter_Eller10 · May 5
“..To date, we have no aircraft delivering to any country that has announced reciprocal tariffs applicable to aircraft. We continue to benefit from robust global aircraft demand in both leasing and aircraft trading as significant aircraft supply constraints persist” $AL