Air Canada delayed deliveries of its Boeing 787-10 and first Airbus A321XLR to 2026, while advancing its plan despite supply issues.
US Tariffs
Ryanair (FR) threatens to cancel its massive $30 billion order for 330 Boeing 737 MAX aircraft as tensions escalate over proposed US tariffs.
Airbus has firmly stated that U.S. airlines must bear the cost of import tariffs on aircraft delivered from Europe.
Delta Air Lines (DL) has found a strategic solution to avoid paying tariffs on new Airbus aircraft despite the Trump administration’s 10% import levy.
If significant US tariffs and retaliatory measures from other nations persist, the Boeing 777X program will face serious challenges.