12h
Russ, thanks for focusing on economic fundamentals, not spin. This new round of tariffs is supposed to bring jobs back and teach the world a lesson, but so far, it looks like mostly pain up front with maybe a few factories cutting ribbons for the cameras, if that even happens.
Aerospace is getting slammed with higher costs, foreign buyers are backing off, and we still don’t have the supply chain to back up all the tough talk.
The stock market’s not buying it either, investors see the risk and are already bracing for slower growth, higher prices and global blowback. Hoping Wall Street doesn’t freak out harder.
12h
The tariffs are on par with what we have been used to paying for offshore products, so our trading partners will adjust. Boeing is a great company that is dealing with internal issues. To paraphrase a recent president, “Don’t bet against America.”
11h
Tariffs will make companies like Boeing less efficient and less competitive. These companies are now paying a large tax on many of their input costs. If those input even could be resourced in the US, it will be from a non-competitive, higher cost and less efficient supplier.
1 reply
9h
▶ connor
It is unclear to me why a company would want to spend millions of dollars and 3-5 years to build a factory in the US when the trade war has made the world’s economy unstable and threatens a recession here, only to risk saner heads eventually realizing the destructive influence of high tariffs and reversing them? Chaos kills business initiative. Elect a clown, expect a circus.
9h
Cry me a river boys and girls. The current tariff system is woefully unfair. There is no international free trade as currently exists. If there was truly free trade tariffs would not exist, period. The US has been taken advantage of for decades and it’s about to come to an end. No free lunch for any foreigner’s including the US. US security and the middle class will be the beneficiary’s. Get rid of all world wide tariff’s. Now that’s fair.
The stock market is doing what it is supposed to be doing, correcting for the free lunch excesses of the past. The “cry me a river” crowd is sickening. The playing field will be leveled and new leaders and victors will emerge.
9h
Tariffs will be driving up Boeing’s prices, making their jets less competitive globally. Meanwhile, Airbus faces no such hurdles and can now seize market share. With Boeing already grappling with production and safety concerns, the timing couldn’t be worse .
Boeing’s current struggles reflect the broader consequences of poor leadership and trade policy.
9h
Boeing sucked the company and their employees dry over the decades. They are now paying the piper.
1 reply
7h
There is a lot that could be said about these tariffs; almost none of which is appropriate for this forum. My aviation-related concern is the harmful impact the 20% tariff on the EU will have on light sport aircraft manufacturers such as Pipistrel, Zlin, Bristell, Evektor, Atec, Jihlavan and many others as well as the impacts on distributors for these aircraft located across this country. These distributors are small but vital parts of non-turbine general aviation in this country and they will be hit hard without much reason. Is the fact that we buy more from the Czech Republic and Slovenia than they buy from us really unfair? Does that minor trade imbalance really pose a threat to our economic well-being?
5h
The markets are not reacting to some mythical “free lunch.” They are reacting to instability. Aviation runs on long-term planning, not political mood swings. Tear up trade without a solid plan, and you do not get strength. You get disruption.
Tariffs do not bring back lost aerospace jobs. They raise the cost of aircraft, parts, and materials. That hits manufacturers, airlines, and right away, the passenger. Higher fares, fewer routes, tighter margins. When reliability drops, the user stops using.
From there, the damage spreads. Airports cut back. Suppliers lose contracts. Shipping slows. Business travel gets more expensive. Emergency services and school transportation pay more. What starts in the hangar ends up in the classroom, the warehouse, and the ambulance bay.
As Gary Cohn put it, “Tariffs are basically a tax on the consumer.” They do not fix the system. They shift the cost to workers, small businesses, and the next generation, who will be flying less and paying more.
Aviation depends on clarity and coordination. Without real strategy, this is not leadership. It is disruption and damage, passed off as policy. Waiting for a reversal.
2 replies
4h
▶ Raf
Raf, your myopic view and understanding of tariff’s is astounding, but, not surprising. That being said, you are obviously not alone.
4h
Negotiated trading with tariffs and other factors has been done for decades and longer between governments and business. Imbalance is the existential nature of peoples, governments and business - always has been. The players have been well aware of this, but succeeded to strike deals for best benefit and partnership anyway.
‘It is disruption and damage, passed off as policy.’ And this has been precisely the plan from the beginning.
These new tariffs affecting aviation world-wide is merely one move on the board game of ‘Authoritarianism’. Create unprovoked, unnecessary chaos, restore at least the illusion of order, and you can be King.
For those sweethearts who still fly with Cult Airways you should know, it will also fail eventually, not from tariffs, but fuel exhaustion.
2h
▶ Raf
I don’t always agree with you Raf but you are spot on here
2h
▶ MrMilkshake
Who is the “they” you want to continue to pay the piper? Boeing’s workers? Boeing’s suppliers? Boeing’s investors? Boeing’s customers? All of the above have paid dearly for the gross mismanagement of Boeing. Boeing has lost around $35 billion since 2019 (the beginning of the 737 Max debacle and major issues with the KC-46 and 787). In response, sweeping changes were belatedly made to the board and the executive ranks. Increasing the costs of our largest exporter, one of our largest manufacturers, and one of our largest employers of high paying skilled manufacturing jobs is wildly counterproductive to reducing our trade deficit or increasing domestic manufacturing. America needs Boeing’s turnaround to succeed because America needs Boeing. Arbitrarily disadvantaging Boeing by the ham fisted blanket application of tariffs is not good for America.
