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February 12, 2025
Tariff

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How will tariffs impact Boeing?  The incoming Trump 2.0 administration has spoken of implementing additional tariffs, including a potential 60% levy on Chinese goods and 25% on our North American trading partners Canada and Mexico.  Most experts believe that if the US implements tariffs, other countries will retaliate.  That will create a more chaotic situation for international trade.

The potential impact of such tariffs on Boeing could significantly delay its recovery.  They would impact the company in multiple ways.  Boeing would see higher costs because of its international supply chain.  The would also likely see delayed revenues due to the higher cost of Boeing aircraft versus those from Airbus in global markets.. In our opinion, tariffs could lead to further damage to Boeing’s nascent recovery.

How will tariffs impact Boeing?  The incoming Trump 2.0 administration has spoken of implementing additional tariffs, including a potential 60% levy on Chinese goods and 25% on our North American trading partners Canada and Mexico.  Most experts believe that if the US implements tariffs, other countries will retaliate.  That will create a more chaotic situation for international trade.

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Ernest Arvai
President AirInsight Group LLC