Leeham News and Analysis
There's more to real news than a news release.
Impact on Boeing’s China deliveries under Trump’s latest tariff tiff will be minimal
By Scott Hamilton
Oct. 23, 2025, © Leeham News: President Donald Trump ratcheted up the trade war with China when he announced on Oct. 12 that a 100% tariff would be levied on imports to the US.
This round was a retaliatory measure against China’s restrictions on exporting rare earth materials to the US and other countries. Rare earth materials are principally sourced from China and are critical to the aerospace industry, among others.
Trump said he also might block deliveries from Boeing to China’s airlines and lessors, as well as key parts, components, and engines. A large portion of China’s current fleet is Boeing aircraft. Blocking spare parts could eventually ground in-service Boeing airplanes due to parts shortages.
US-made engines and a variety of parts and systems for China’s C909 and C919 airliners are also sourced from the US. Airbus aircraft operated by China’s airlines may also have US parts and components that could be blocked if Trump takes this action.
There was initial hand-wringing among some media that blocking deliveries would hurt Boeing. However, when Boeing’s delivery stream to China for the balance of Trump’s current term (which ends on Jan. 20, 2029) is examined, it’s clear that, while annoying, Boeing actually has few airplanes scheduled for delivery.
Deliveries to China represent between 3% and 5% of total deliveries through the balance of Trump’s term.
The China delivery data is from Cirium, as of Oct. 7. The total deliveries through 2029 are estimates from Bernstein Research.
Boeing deliveries to China represent a small single-digit percentage of total deliveries through the remainder of President Trump’s term. Credit: Leeham News.
737 MAXes represent largest portion
737s represent the greatest number scheduled for delivery to China by Boeing. Credit: Leeham News.
Boeing’s 737 MAX represents by far the largest number of types of aircraft ordered by China. Unknown is how many airplanes are destined for China in Boeing’s “Unidentified” customers backlog.
The greatest threat to Boeing with Trump’s latest gambit is the indefinite postponement of a reported order for up to 500 aircraft. As long as a trade war continues between Trump and Beijing, China won’t place any new airplane orders.
Boeing announces its third-quarter financial results next Wednesday.
Isn’t a long term impact on this, that (non-Chinese) airlines will tend towards Airbus as they could be held hostage at any time, if they upset the US administration by any means.
If spare parts are suddenly no longer available, a big investment suddenly lost all its value, interrupting the business in a major way.
The logical conclusion would be, to invest with more reliable partners.
Unfortunately, Airbus customers would be just as likely to “be held hostage” as Boeing’s, since America could forbid the export of any American components to China.
Hence the incentive for Airbus to reduce its use of US parts — starting with the fuselage sections made in Kinston, and working toward use of purely European engines, for example.
Such purging is now a hot topic.
For instance:
– Saab is seeking to replace the GE engine on the Gripen E/F by an RR one.
– MBDA has purged all US parts from its Exocet missile family.
– Denmark recently ordered the IRIS-T missile defense system rather than more Patriots.
– France is commissioning Airbus/Thales to develop an A321 MPA rather than use the BA P-8.
– Spain and Portugal have walked away from purchasing F-35s.
– Companies and governments in the EU are switching en masse to European cloud providers, and are also moving away from Microsoft software.
The list goes on…
#Shooting_oneself_in_the_foot
#Decoupling
Sounds good to me. I’ve invested in a number of European companies so a win for them is a win for me. 😁
You mean Abby’s list..
Strange..no mention of Denmark upping their F-35 fleet with another 16 ordered, bringing the total to 43…
In Bryce’s world, anything positive on the U S. Side goes completely un-published..😉
“Danish Defence Committee Chairman Regrets F-35 Purchase”
https://turdef.com/article/danish-defence-committee-chairman-regrets-f-35-purchase
…BUT…
“For the Danish Minister, acquiring additional F-35s is “entirely logical” to reinforce the country’s air combat capabilities. According to him, *Denmark cannot afford to operate multiple types of fighter aircraft due to its limited size and resources, which justifies the choice of a standardized fleet based solely on the F-35A*.”
https://armyrecognition.com/news/aerospace-news/2025/denmark-weighs-expanding-its-fleet-of-us-f-35-fighters-despite-tensions-over-greenland
# Too_late_to_undo
A global decoupling…
There’re threats you can’t make explicitly. But…
Spain already had made a decision on the F-35. I don’t follow Portugal so no idea what their bent was.
Only reason Spain considered the F-35 was the issue with their carrier, no F-35B and its a Helicopter carrier.
The other program switches were taking place before the OA, it had to do with the US wanting to restrict some arms to some countries and Euro0pe wanting not to be restricted. A pretty normal dynamic.
As Rob said, it would be good for EU to support the US in things like the China aircraft deal.
Adversaries doing a nice job of dividing. The OA has made it work.
Sweeden shipped ore to Nazi Germany in WWII. Finland kicked the Germans out after they lost their war with Russia (not that I blame them though shades of Ukraine d in that series of wars).
Airbus has its hand out for Spirit to pay them, so are they really going to put money into a costly factory to avoid A350 fuselage sections? (or any)
I recall a shakuffle called Brexit as well.
So it goes with the goal being to attribute everything to a specific Bryce Class agenda.
“…it would be good for EU to support the US in things like the China aircraft deal.”
Why would the EU do that?
If the US wants to cut itself off from the rest of the world, isn’t that its own choice, with its own consequences?
***
“Airbus has its hand out for Spirit”
No it doesn’t.
Boeing is paying Airbus to acquire certain loss-making Spirit divisions, because they can’t be sold as a going concern.
It would be nice if Americans are more aware of their deeds: no reciprocal terrorist, oops, tariffs, no shakedown of friends or “allies”, or backstab anyone. But anyway, what are done are done. The trust is broken.
Mirror mirror where is the mirror?
#BIZARRE
It would be nice there’s no pressure for anyone to buy Boeing aircraft.
Mirror mirror where is the mirror!!!
That is the quickest way to go broke, not sell the things you make, the old tariff man knows it all.
“This round was a retaliatory measure against China’s restrictions on exporting rare earth materials to the US and other countries. ”
IMU a misrepresentation.
This is Trump’s war. Not China’s!
I see massive lack of thinking about consequences on the US side.
( not unexpected: Blowback effects are invariably seen as unfair in the US. )
What China announced is a mechanism for export control, but you know… US BIS expanded the entity list from 1,400 Chinese firms to roughly 20,000 on September 29 before the government shut down. Now the glove is off, FAFO…
“… It’s too much winning. We can’t take it anymore, Mr. President, it’s too much”
> Trump port fees slap shipper with $34 million bill: ‘They are showing us door,’ says shocked U.S. freight CEO
Are the 10 777-9s the unidentified units on Boeing’s order book? It is also worth noting that the tally above does not include Hong Kong SAR. Regarding the “legacy” inventory of 737 MAX and 787, there are still 6 and 1 units, respectively.
In 2017, 26% of Boeing deliveries was for Chinese customers. Lost business.
“The record-setting deliveries and evolving full-scale co-operation demonstrate that Boeing is deeply rooted in China and supporting the sustainable development of China’s aviation industry in aspects of security, capacity, and efficiency,” said John Bruns, president of Boeing China.
http://www.xinhuanet.com/english/2018-01/25/c_136924563.htm#:~:text=According%20to%20Boeing%2C%20its%20global,China%20making%20up%2026%20percent.
Airbus has access to 100% of the global market, only 80% for Boeing. That’s how Americans think they’re winning.
After a recent stagnation — blamed on trade-war-related parts shortages — COMAC appears to have fired-up its FALs again:
C909: 4 delivered in September
Multiple frames still on the line, some painted (assorted with/without engines).
C919: 1 delivered in September.
2 added recently to the line.
Various other frames still on the line, some painted (assorted with/without engines).
***
Related:
“In boost to planemaker COMAC, Brunei allows China-made jets”
“SEOUL, Oct 23 (Reuters) – Brunei has become the latest country to allow its airlines to operate Chinese-made aircraft, according to new rules published on Thursday by Brunei’s aviation regulator, in a boost for Shanghai-based planemaker COMAC.
“Brunei is a small market, but each advance for China-made aircraft abroad is closely watched as Beijing looks for international acceptance at a time when the aerospace industry is struggling to meet demand for new planes and has been drawn into the global trade war.”
https://www.fidelity.com/news/article/company-news
https://www.fidelity.com/news/article/company-news/202510230536RTRSNEWSCOMBINED_L5N3VX028_1
The Schrodinger’s cat: it’s too weak and too threatening!
One step forward….2 steps back..
Vietjet recently stated they will NOT extend the lease on the COMAC C909 aircraft operated by the carrier, and won’t be considering Chinese jets for future requirements,continuing focusing on Boeing and Airbus types for their future needs.
So much for momentum.
Keeping a major like Vietjet on board would’ve been a major coup for COMAC.
https://www.msn.com/en-us/money/news/vietnams-budget-carrier-vietjet-ends-operations-of-chinese-made-comac-aircraft-sources-say/ar-AA1OOaon
“…won’t be considering Chinese jets for future requirements,continuing focusing on Boeing and Airbus types for their future needs.”
Hahaha. Seems quite different from what is reported. Posters are getting desperate… but this is par for the course.
> One of the sources said the termination was due to high operational costs linked to foreign crew and maintenance services, and regulatory constraints under Vietnam’s aviation laws. Vietjet had an agreement for the jets to be operated by crew from China’s Chengdu Airlines…
The source said *the airline may switch to a different leasing model in the future*.
> Both sources emphasized that there were no operational issues with the COMAC aircraft during their tenure in Vietnam.
Such a bitter little fellow..
https://finance.yahoo.com/news/vietnams-budget-carrier-vietjet-ends-102047417.html
Any other questions!!!
At least try and read my link.😉
BTW
Please share your link to all about what’s being reported 😅😅
BTW is that personal attack? Make sure you’re aware of the guidelines here!
Posting the same article in different links doesn’t absolve your deed of creative writing, or making stuff up!
What link do I have to post? These are all quotes from the article *you* linked! Did you read it yourself?? Hmmmm…
From what little I know, not all aircraft contributes equally to the margin. Most profits are made from the last handful, dozens, or hundreds because there’re fixed costs absorbed by those initial production in each period.
It’s a hidden problem as AB will enjoy better economy of scale as its production grows.
Over time, as BA aircraft retire and pilots retrained, BA loses its incumbent advantage.
“Massive U.S. Tariffs Drive Closer India-Brazil Alliance”
– “India and Brazil, both hit with steep 50% U.S. tariffs under the Trump administration, are strengthening strategic, trade, and energy ties to counterbalance the economic impact.”
– “The two BRICS nations signed new agreements in agriculture, renewable energy, infrastructure, and innovation.”
– “Brazil is exploring crude oil export opportunities to India.”
https://oilprice.com/Energy/Crude-Oil/Massive-US-Tariffs-Drive-Closer-India-Brazil-Alliance.html
The world is de-focusing on US trade and re-focusing on the 85% of world GDP outside the US.
Wondering when Embraer is going to announce a deal with India…
There’s a lesson here for Boeing:
“Jensen Huang says Nvidia went from 95% market share in China to 0%—‘I can’t imagine any policymaker thinking that that’s a good idea’”
“In an interview with Citadel Securities on Tuesday, he warned that what harms China can often harm the U.S., and sometimes in even worse ways.
““Before we leap towards policies that are hurtful to other people, take a step back and maybe reflect on what are the policies that are helpful to America,” Huang said.”
“For now, Huang told Citadel, all of Nvidia’s financial forecasts assume China will remain out of the picture.
““If anything happens in China, which I hope it will, it’ll be a bonus,” he said. “But it’s a large market. China is the second largest computer market in the world. It is a vibrant ecosystem. I think it’s a mistake for the United States to not participate.”
https://finance.yahoo.com/news/jensen-huang-says-nvidia-went-211703977.html
I wonder when or if the “massive Boeing order” by China- said awhile back to be pending- is gonna show up.
It’s great because it’s useful to pump the stonk, whenever it’s convenient.
> Boeing names ex-White House advisor as its new China president
> The company still faces the risks of lower deliveries or losing market share, the company said in June.
The data isn’t the latest, but can give a ballpark estimate:
> But the dispute can’t help but hobble Boeing’s efforts to compete with the European consortium Airbus, which already has a leg up over Boeing in the China market. China is the biggest customer of Airbus, which is scheduled to deliver 136 planes to China this year, 148 next year and a total of 850 over the coming decade.
> Airbus’ in-service fleet in the Chinese mainland has reached over 2,200 aircraft with some 55% market share
Separately, two charts from a different source
https://assets.fta.cirium.com/wp-content/uploads/2025/06/13121905/Picture1-2.png
https://assets.fta.cirium.com/wp-content/uploads/2025/06/13122216/Picture2-3.png
“US-China now in a ‘very different kind of trade war’, experts warn”
““The Trump administration doesn’t quite know how to deal with China,” said Roberts. “They don’t understand that China is willing to accept a lot of pain,” and will not be easily cowed by US threats.”
“All of this also signals that Beijing seems to be prepared to “decouple” from the US more than ever, a significant change in mentality, as, in the past, the standard response to the idea was that it would be a “lose-lose” situation for both countries, Liang told Al Jazeera.”
“…in the last few years, China has diversified its exports to other countries, especially those in its Belt and Road Initiative, the ambitious infrastructure project that it launched in 2013 to link East Asia through Europe and has since expanded to Africa, Oceania and Latin America.
“Even when it comes to things that it needs from the US – soya beans, aeroplanes and high-tech chip equipment – it can find other suppliers or has learned to work around that need, as is the case for the chip equipment, Liang pointed out.
“In the meantime, especially in the years since the US-China trade war started under Trump as president in his first term, China has brought in a set of national security laws – including its version of the US Entity List, through which it is setting limits on those exports, Nadjibulla said.
“Everybody should have been preparing the way the Chinese have been preparing. We breathed a sigh of relief when there was a change in government [in the US after the first Trump administration], but China kept preparing,” she said.
““This should be a wake-up call for all countries to find other sources for its needs. Everyone should be redoubling their efforts to diversify, because we have now seen the Chinese playbook.””
https://www.aljazeera.com/economy/2025/10/21/us-china-now-in-a-very-different-kind-of-trade-war-experts-warn
# Pandora’s_Box
And, on a related note:
“China cuts $25.7b US Treasury holdings in July; total hits lowest since December 2008”
“This marked the fourth reduction of US Treasury holdings by China this year, with the holdings in July recording at $730.7 billion.”
https://www.globaltimes.cn/page/202509/1343941.shtml
August figures haven’t been published yet, due to the US government shutdown.
Impossible to say what is going on as the OA and China were trending towards a deal when China changes its rare earth export setup.
It is a big deal for Boeing as while they currently have 50% of China, Airbus if they use the wedge will gain more share.
I suspect China will let Rare Earths deal go through and use it as a sword of Damasles (SP) over King Trump or the US down the road. I would not expect China to do anything less.
Boeing will get hurt not because they are not selling planes to China (does not help) but cut off all parts and that is a big part of their business.
Like all of this, we will have to see.
“…the OA and China were trending towards a deal…”
That was Trump’s version of events — the Chinese side denied that there was any such “trend”.
And the Chinese rare earth ploy merely mirrors what the US has been doing in the semiconductor sector for years…including bullying allies in the EU and Japan into playing along with its game.
# Glass_Houses
“trending towards a deal…” LMAO
What deal? Why the US escalated last month? Do they still want a deal?? Why hit others if you don’t want being hit back? Many are still living in their fantasy. #TheGlovesAreOff
Someone also said has arranged like eight or nine “peace deals”. Cough, cough. Derangement Syndrome spreading like a wild fire.
Careful, @Pedro. This is flirting with violating Reader Comment rules.
“China were trending towards a deal when China changes its rare earth export setup. ”
IMU:
The current administration completely went overboard against what Trump had _publicly_ stated was agreed with China.
EU trouble is centered around US 5th column activity in Europe.
vdLeyen, Kallas, Borell ( going out )
> Indian officials were convinced that an early agreement was only waiting for Trump’s approval [before Trump hit India with 50% tariffs]
There’s no deal with Trump because he will always come back asking for more and more…
Is it Trump or his Minions trying to be UBER Trump?
Back when that guy with the strange toothbrush moustache was leading another country to success his subordinates heavily competed in overachievements ( primary domain : depravity.)
Trump appointed many hawks in his admin.
It’s the default.
The built-in incentive where there’s a revolving door.
Follow the money trail:
> And the same officials who engineered this dysfunction now profit advising on fixes. Phase One negotiators, Biden’s “small yard, high fence” architects now populate consultancies – the “Architects of Escalation.”
Too many senior China policy officials who left government since 2020 joined China-focused consultancies. Crisis isn’t their problem – it’s their business model.
Don’t foresee much future business for Boeing in China, firstly due to constant hassling with the Political narratives on Sanction/Tariff Threats being preached, and secondly, for Boeing previous Patriot missile to Taiwan, when China already had BA on a shady list.
Good point!
China does, indeed, have BA on a black list because of arms shipments to Taiwan.
US can’t win a trade war with China; it can only inflict nominal short-term pain, which the latter can endure ok.
Not sure we can expect a large order of Boeing aircraft by CN under said conditions.
“Independent aviation analyst Li Hanming said Comac was keen to attract more attention to the C909 and C919.
“The belt and road is an investment framework under which Comac may offer airlines funding support by Chinese banks or leasing companies,” Li said.”
@ David Pritchard
…and all priced, financed and settled in yuan, via CIPS.
***
“But the real momentum may belong to China. Despite years of slow progress, the yuan is now the world’s second-largest trade finance currency and third-largest payment currency, according to the People’s Bank of China (PBOC). Officials say the current climate offers a rare opening to accelerate its rise — especially as countries and corporates seek alternatives to the “weaponized” dollar.”
https://www.globalneighbours.org/cover-story-how-the-yuan-is-taking-over-the-dollars-role-in-global-trade/
***
“In June 2025, the Bank of China released its 2025 white paper on yuan’s internationalization, revealing that in 2024, its domestic and overseas institutions completed cross-border yuan settlements exceeding 43 trillion yuan ($6.04 trillion), up 31 percent year-on-year, while cross-border yuan clearing volume reached 131.4 trillion yuan, up 49 percent.”
https://www.globaltimes.cn/page/202510/1346329.shtml
“Trump terminates all U.S. trade negotiations with Canada over Reagan tariffs TV ad”
https://www.cnbc.com/2025/10/24/trump-canada-trade-reagan.html
…BUT, in a lovely irony:
“China Becomes Canada’s Top Oil Customer Amid U.S. Tensions: Trans Mountain Pipeline Reshapes Global Flows”
https://m.fastbull.com/news-detail/china-becomes-canadas-top-oil-customer-amid-us-4350497_0
…Meanwhile:
“High costs to maintain F-35s could limit Canadian use, report warns”
“The paper pointed out the F-35 jets require significant support equipment, with problems getting spare parts for the planes and other maintenance issues affecting the aircraft fleet’s level of readiness. The paper noted that the F-35A, the variant being purchased by Canada, achieved a full mission capable rate of only 36 per cent in 2023.”
https://ottawacitizen.com/public-service/defence-watch/f-35-maintenance-costs-canada
…And so:
“Canada delays F-35 decision as Ottawa weighs Gripen option and industrial return”
https://www.aerotime.aero/articles/canada-delays-f-35-decision-as-ottawa-weighs-gripen-option-and-industrial-return
I believed Canada AF traditionally needed range, two engines, a strong radar, big missiles and some two seaters.
So maybe J20. Or the Chinese don’t want to export, westernized J16 or J35, license build? To protect Canada.
The Eurofighter Typhoon ticks those boxes .
It’s slated for an AESA radar upgrade.
The Rafale also fits.
> Maybe it’s just me, but I don’t think US tariff and trade policy should depend on whether a TV ad hurts the president’s fee-fees
=========
> Canada has been a partner in the Joint Strike Fighter program since 1997, and a Tier 3 partner since 2002. In July 2010, Canada announced that the F-35 would replace the CF-18. […]
Lol.
“Thank you President Trump for drawing our attention…”
> See the anti-tariff ad Doug Ford has been airing in the U.S.
https://www.cbc.ca/player/play/video/9.6951639
Absolutely nothing wrong with that commercial: very tasteful and respectful, and perfectly clear.
But…it’s inconvenient to the narrative du jour…👀
After rare earths, titanium is next:
“Global titanium market at risk of tightening as China-Russia grip persists”
““Over the last 10 years, China has invested in titanium capacity,” stated Backeberg. “If talking about titanium sponge, in 2018 China was less than 40% of global production and by 2024 we’re talking closer to 70 to 80%.” ”
“According to Project Blue data, in 2024 Russia and China accounted for 11% and 63% of the world sponge capacity, respectively, a combined 74% of the world sponge production. Likewise, China has 44% and Russia 20% of the worlds titanium melt production making up 64% of the worlds production. And when it comes to titanium mill products, China has 66% and Russia 10% of the world’s total production. ”
“…However, Backeberg warned that the two Western aerospace giants have cause for concern regarding the emergence of COMAC as a major commercial aircraft manufacturer and the effect it may have on the titanium market.
“He pointed out that in a market in which supply is tight, China may want to prioritize its domestic consumers and prop up its own aerospace programs.”
https://leehamnews.com/2025/10/23/impact-will-boeings-china-deliveries-under-trumps-latest-tariff-tiff-will-be-minimal/#comments
“COMAC’s C919-600 High-Altitude “Plateau” Variant”
“COMAC’s C919-600 is a shorter version of China’s single-aisle jet. The program is making good progress as it reaches an important target.
“The aircraft’s outer wing box has passed inspection by the Civil Aviation Administration of China (CAAC) and has been certified as safe to fly. This part was made by AVIC Xi’an Aircraft Industry Corporation (XAC) and is identified with manufacturer serial number (MSN) 00032.
“This marks the first major structural delivery for the C919-600 prototype.
“This development indicates COMAC remains on schedule for the 2027 first flight of the airplane and 2028 start of commercial service. COMAC and Tibet Airlines developed the C919-600, named the “Plateau” variant, under an agreement signed in 2023.
“To address the challenges of “Hot and High” environments, the C919-600 will feature a better thrust-to-weight ratio, improved aerodynamics, and more powerful engines than the current CFM International LEAP-1C.
“With a shorter body than the original 38.9 meters, the plane is expected to carry between 138 and 153 passengers, making it a direct competitor to the Airbus A319neo—an aircraft famous for its dependable performance in similar situations.”
https://airwaysmag.com/new-post/comac-c919-600-high-altitude-plateau-variant
***
This bit, in particular, is very interesting:
“…more powerful engines than the current CFM International LEAP-1C. ”
This may indicate a migration to the LEAP-1A…or to the domestic CJ-1000A.
If the latter is the case, then that engine is going to be certified by 2027…
Planespotters lists this plane [msn 0032] in the C919 production list, but — unusually — specifies no engine information.
>> “The reflexive demonization of China serves to normalize American exceptionalism, making it appear neutral, inevitable, and righteous.”
> When China pursues state-led development, it’s characterised as unfair competition; when it seeks technological self-sufficiency, it’s framed as aggression; when it expands its global economic presence, it’s depicted as domination.
Yet these are precisely the strategies that virtually every successful industrialised country has employed.
By framing China as an existential threat, US elites and mainstream media outlets reproduce a worldview that legitimises American primacy while suppressing critical self-reflection and dismissing critics as “China hacks” or “CCP shills.”
And in those rare instances when a space for expressing positive views about China opens up, it is expected to be accompanied by a litany of caveats citing all the things that are wrong with China — its political system, social policies, or human rights record.
The double standards at play expose not a principled defence of “global order” but a defence of hierarchy, with the US at its apex. […]
When hegemony masquerades as “common sense”: the US narrative war on China
https://t.co/VucM1pg7sW
https://x.com/haugejostein/status/1981366128837300357
[Political economist; Ass. Prof at Cambridge]
Zacks: “Countdown to Boeing (BA) Q3 Earnings: Wall Street Forecasts for Key Metrics”
“Wall Street analysts expect Boeing (BA – Free Report) to post quarterly loss of -$2.46 per share in its upcoming report, which indicates a year-over-year increase of 76.4%. Revenues are expected to be $21.92 billion, up 22.9% from the year-ago quarter.
“Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 89.3% to its current level. This demonstrates the covering analysts’ collective reassessment of their initial projections during this period.”
https://www.zacks.com/stock/news/2776252/countdown-to-boeing-ba-q3-earnings-wall-street-forecasts-for-key-metrics
***
Christ, just last week the consensus was $-1.55, and 3 months ago it was $-0.22 🙈
Wow. Boeing now has an opportunity to break the -$3.00 EPS barrier, with five days to go.. can they pull it off?
BA has 756M shares outstanding, so even $-2.56 EPS corresponds to a loss of ca. $2B.
Impressive for a company that’s supposedly “turning the corner”…
Vietjet C909:
> One of the sources said the termination was due to high operational costs linked to foreign crew and maintenance services
AFAIK Vietjet wet-leased the C909: the lessor provided the aircraft, full flight crew, maintenance and insurance (ACMI). Since the lease is negotiated and agreed, the costs are known to both parties, including Vietjet. So the “high operational costs” are *known to Vietjet ahead* of the commencement of the lease. There’s no element of surprise.
So does the news report cover the truth, the whole truth and nothing but the truth? Judge for yourself.
[From a former Advisor to two Secretaries of State]
>> Cart meet horse. If we aren’t “moving toward a more constructive dialogue between the US and China” PRIOR to a presidential summit, then what have we been doing in these several rounds of talks?
> Bessant: “it would be a shame to waste their first in-person meeting during President Trump’s second term, trying to get past some problems rather than moving towards a more constructive dialogue between the US and China.”
==========
[Canadian PM] Mark Carney: “We can’t control the trade policy of the United States. We recognize that policy has fundamentally changed from the policy in the 1980s, 1990s, 2000s, and it’s a situation where the US has tariffs against every one of their trading partners … what we can control is developing new partnerships and opportunities including *with the economic giants of Asia*.”
https://x.com/atrupar/status/1981722633772143065
So don’t tell me: it would be good blah blah blah to support blah blah blah…
I’ll go with analysis by LNA on why huge order backlog is pretty much meaningless for BA (Oh the MAX is “selling well”): [time rewind]
IAG’s super MAX deal likely means super discounts, services
> Boeing gets a Letter of Intent for 200 737 MAXes from International Airlines Group (British Airways, et al), announced Tuesday at the Paris Air Show.
> It’s common knowledge that key campaigns draw discounts of 50%-60% from list prices. LNA is aware of some deals in which discounts run as high as 65%.
You can bet IAG is at least in this ballpark.
No doubt, there is a component from Boeing Global Services for parts and MRO. […]
This is why it’s so difficult for BA to turn a profit: costs have skyrocketed at the same time aggressive sales campaigns from the past continue to pressure margin.
Video
> Trump: “They cheated on a commercial. Ronald Reagan loved tariffs and they said he didn’t. And I guess it was AI or something. They cheated badly. Canada got caught cheating on a commercial. Can you believe it?”
https://x.com/atrupar/status/1981928940961685847
===========
Deja vu?
> US AUTO PLANTS JUST WEEKS AWAY FROM SHUTDOWNS DUE TO CHIP SHORTAGES
> Reuters said people at some of the automakers told Reuters that U.S. car production could be affected as early as next month
> Reuters cited court documents as showing the Dutch government’s move came after months of mounting U.S. pressure…
> The development has thrown the auto industry on high alert with General Motors and Stellantis saying they are closely monitoring the situation.
>
Weeks away?
More like days.
Looks like Trump’s goons didn’t bother to check where Nexperia’s production facilities are.
Big surprise — they’re in China!
The US narrative was too concentrated on keeping Nexperia’s “top secret” know-how under a lid…as if the Chinese aren’t several nodes past the run-of-the-mill 28nm chips that Nexperia designs in The Netherlands.
The Chinese are designing and mass-producing 7nm nodes…and using their own lithography tools to do so!
This new pickle is even more damaging than the rare earth debacle.
The blind leading the lame 🙈
how can any country take Donnie seriously with tariff negotiations Donnie can dish it out on social media but can’t take it
“Trump slaps extra 10% tariff on Canada after Ontario airs anti-tariff ad”
Donnie needs more tariff income to try to rid himself of nasty headlines like this:
“U.S. hits $38 trillion in debt, after the fastest accumulation of $1 trillion outside of the pandemic”
“WASHINGTON (AP) — In the midst of a federal government shutdown, the U.S. government’s gross national debt surpassed $38 trillion Wednesday, a record number that highlights the accelerating accumulation of debt on America’s balance sheet.
“It’s also the fastest accumulation of a trillion dollars in debt outside of the COVID-19 pandemic — the U.S. hit $37 trillion in gross national debt in August this year.”
https://www.pbs.org/newshour/politics/u-s-hits-38-trillion-in-debt-after-the-fastest-accumulation-of-1-trillion-outside-of-the-pandemic
***
And he won’t like headlines like this, either:
“Central Banks Now Hold More Gold Than U.S. Treasuries”
“Central banks have crossed a symbolic line: their combined gold reserves now exceed their U.S. Treasury holdings for the first time in nearly three decades.
“The crossover underscores a gradual diversification away from dollar-denominated securities and toward hard assets.”
https://elements.visualcapitalist.com/central-banks-now-hold-more-gold-than-u-s-treasuries/
What kind of black hole does that money actually vanish into?
What has changed?
GoFundMe??
Private army?
CNN reporter:
> The Pentagon confirms to CNN it will funnel $130M from an anonymous Trump ally toward military pay — a striking departure from government procedure that raises questions about its legality and the donor’s identity and interests
AW: Who Are The Top C909 Operators?
https://aviationweek.com/air-transport/aircraft-propulsion/flight-friday-after-vietjets-brief-trial-who-are-top-c909
AW: China’s Re-Engined MA700 Turboprop Breaks Cover (Paywall)
AW: Vietjet Air says it has temporarily suspended the two domestic services which it had been operating with Comac C909 regional jets.
Oct 16
> Admiral who “had raised concerns about the mission and the attacks on the alleged drug boats” in the Caribbean announced his resignation as head of SouthCom today.
https://pbs.twimg.com/media/G3bXQDdWcAAdptp?format=jpg&name=large
“Workers reject Boeing’s latest offer after nearly three months on strike”
“Striking workers at Boeing
Defense in the St. Louis area rejected the company’s latest contract proposal on Sunday, sending a strike that has already delayed delivery of fighter jets and other programs into its 13th week.
“In a statement after the vote, union leadership said the company had failed to address the needs of the roughly 3,200 members of the International Association of Machinists and Aerospace Workers (IAM) District 837.”
https://www.cnbc.com/2025/10/26/boeing-union.html
Quite clear big corp wants to crush the labor. Bigger fat check for the higher-ups.
Reuters
> The five-year offer was largely the same as ones previously rejected by union members. Boeing leadership has said repeatedly during the strike that the company will not significantly improve its offer.
In September, IAM members approved the union’s proposed four-year contract. However, Boeing management has refused to consider the offer.
The IAM estimates that its offer would add about $50 million over the agreement’s duration. Boeing CEO Kelly Ortberg is set to earn $22 million this year.
American is going to refurbish its 777-200 & -300 fleet. How much longer can its 777-200 fly? My guess is likely at least 2035.
It should be noted that the higher tariffs on China (if enacted (TACO)) will mainly hurt the residents of the U.S. rather than China. So much for “punishing” China.
“US-made engines and a variety of parts and systems for China’s C909 and C919 airliners are also sourced from the US.”
I found this debatable. The engine is assembled by Safran (in France? Not the US). Other “foreign systems” are mostly sourced from JV in China. There should be bidding results available.
@Pedro:
Trump’s sanctions include blocking the CFM LEAP from the US. Even the LEAP from Safran has US parts.
See also: https://www.reddit.com/media?url=https%3A%2F%2Fpreview.redd.it%2Fchinese-c919-airplane-parts-manufacturers-by-country-v0-ig5zozt2qejc1.jpeg%3Fauto%3Dwebp%26s%3D9e39d4e638247d8d7d744e1f556f0cd1371b98c3
and
https://www.reddit.com/media?url=https%3A%2F%2Fexternal-preview.redd.it%2F-44GR5ugJMjrUd6eQMNqaoinuTlQd1MOBTYE07CvNFg.jpg%3Fauto%3Dwebp%26s%3D3b96042bf02eabfa2814c480c3c32d7f6ba0893d
There used to be similar illustrations for Russia’s SJ-100 and MC-21; however, if those same illustrations were to be made today, there’d be no western parts visible.
Hard to imagine that China isn’t conducting a similar parts substitution behind the scenes. We know it can, because it already makes similar such parts for its helicopters, AG600 seaplane, military jets, etc.
The CFM model is commercially lucrative for Safran, and has worked excellently for years. But recent changes are showing that it has too much geopolitical risk baked into it. In what’s supposed to be a 50/50 partnership, it’s unacceptable for one side to be blocked by the whim of the other side.
China is indeed working to have its own, complete domestic aerospace industry. But it will take years to achieve this goal.
you have to start somewhen.
and they have. earlier than this year!
Stamina is the deciding factor.
And they do have that. Just like Airbus had(has).
Until it’s fully self-sufficient, China can partner with aerospace firms in Russia…and vice versa.
Unlike the situation that has arisen here in the west, China and Russia have an excellent relationship.
Yeah, right, @Abalone. And where is Russia going to find the money to develop anything unrelated to the Ukraine war effort?
@ Mr. Hamilton
Well, the Russians found the money to Russify 3 different aircraft models, with a 4th in progress.
And also to develop the PD-8 and PD-14 engines.
The Russians have the advantage of having a large domestic supply of materials and energy. GDP is slowing — from 4.1% in 2024 to 1.1% so far this year — but there’s no recession.
I’m not writing them off yet.
Peanuts compared with what’s needed to join with China (which withdrew from the CR929 joint venture after the Ukraine invasion) and compete with Airbus and Boeing.
And on a related note:
“Russia Considers Re-Engining SSJ100 Fleet with PD-8 Due to SaM146 Service Life Shortage”
“Russia’s Federal Air Transport Agency (Rosaviatsiya) is evaluating the installation of domestically-produced PD-8 engines on the existing SSJ100 fleet. Agency head Dmitry Yadrov outlined Rosaviatsiya’s position regarding the future of aircraft equipped with Franco-Russian SaM146 powerplants. The agency is currently working through the proposal with airlines and lessors, Interfax reports.
“The import-substituted SJ-100 variant featuring PD-8 engines is scheduled for delivery starting in 2026. However, new aircraft production does not address the challenges facing the existing fleet. Rosaviatsiya advocates re-engining operational aircraft rather than retiring them. The agency’s position stems from the relatively young age of the airframes and the need to maintain passenger capacity.
““Ultimately, we will likely need to re-engine these domestic aircraft with foreign engines by installing PD-8 powerplants and replacing the engine control system and nacelles,” Yadrov told journalists. “The Superjet comprises fairly modern aircraft with limited hours flown. Yes, we’ll face airframe service life extension issues, but overall these machines are quite young. They can operate for 20 years or more. Rosaviatsiya favors re-engining current Superjets.”
“Yadrov added that the PD-8 engine is currently undergoing final testing phases. The most critical 150-hour test campaign will commence shortly, with results determining type certificate issuance. Certification timelines directly impact when re-engining operations can begin.”
https://ruavia.su/russia-considers-re-engining-ssj100-fleet-with-pd-8-due-to-sam146-service-life-shortage/
***
Russia has 160 SSJ-100s in service, which corresponds to 320 engines.
More will be produced for the Russified SJ-100 going forward.
No fundamental reason why the Chinese couldn’t also use them on the C909. It’s developing its own WS-13A engine for that purpose, but seems to be prioritizing the CJ-1000A for the C919.
That would represent a relatively nice production run.
@ Mr. Hamilton
In the context of the point that I originally raised above, the Russians don’t need to compete with Airbus/Boeing — they only need to be able to supply (limited numbers of) non-western parts to COMAC, if COMAC decides not to source those parts in China.
In much the same way that Airbus might, for example, decide to use FBW software from Honeywell rather than Thales.
@Abalone: Sir: China wants to compete with Airbus and Boeing. It wants to build a family of airplanes, from regional to widebody. It wants (and needs) its own commercial aerospace industry. You fail to see or understand the Big Picture.
@Scott
China incorporates technology from the West so that the suppliers can profit from the venture. Appears not really appreciated by many.
So the Chinese can develop and built indigenous Y 20 Transport (e.g. 95 built to date) but they can’t design and build a indigenous version of the C919? Really, it takes longer with civil aircraft version but the engine technology is already developed with the Y20
Anyway, those engines aren’t made in the US, only components from the US.
Look closer, how many “foreign” systems/parts are actuslly made inside China??
PS: The Chinese engine is in volume production.
The US has assigned to itself the right to block the export of any product that contains even minuscile US content. This was already happening prior to Trump 2.0.
The US administration seems to believe that this measure allows the US to wield great power — but, in reality, it merely acts as an incentive to rid products of US content. A key error made by the US is the assumption that there’s no alternative to the US content in products…but, of course, there’s always an alternative.
We’ve seen similar trends in other areas. For example, denying access to the SWIFT payment system merely served to give rise to CIPS — the Chinese alternative, which is much faster (9 seconds instead of 5 days), cheaper (99% lower commissions), and dollar-free. CIPS is currently much smaller than SWIFT — but it’s growing at 40% per year. A painful lesson for the US: India has started to use CIPS to pay for Russian oil in yuan.
# Backfire
China’s mechanism of export control is to “neutralize” America’s FDPR.
It also has other leverage: see US auto production at risk, Nexperia crisis.
Nexperia crisis is US made.
leaning on Dutch government.
Contrary to what the CNN reported:
> The COMAC C919 landing gear system is developed and manufactured by Liebherr-Aerospace of Germany in a joint venture with China’s AVIC.
=========
> One of the elementary rules of strategic interaction is that you don’t want to start playing games without being confident that you can prevail. No one in their right mind would think otherwise. This means that initiating an escalation game that you’re losing must necessarily imply a systematic error in the perception of the balance of power…
@Uwe
https://x.com/SevimDagdelen/status/1982859612530339982
“Trump’s sanctions include blocking the CFM LEAP from the US. Even the LEAP from Safran has US parts.”
One way or the other, nothing faster to destroy the market of US products.
Really, so no Boeing 737 can be shipped from the US to China?
from Wiki
“Chinese-operated Boeing 737s use a variety of engines, including the CFM56-7B for older models like the 737NG and CFM Leap-1B for newer 737 MAX aircraft. Chinese airlines also fly the Comac C919, which uses a different version of the LEAP engine, the LEAP-1C. “
CFM back and forth.
How do sanctions impact the PW GTF?
No American engines, or American parts or any products that incorporated American technology.
There’s a whole tech stack that’s about to be available. They aren’t kids.
quote from Leeham article:
“But internally, Boeing is of the belief that its 737 replacement won’t enter service before 2040.”
cross foots with Renton replacing the 1960 vintage Gemcor wing riveters with new all electric wing riveters on the existing wing line which they ordered in early 2024 (note still not delivered much less operational) This will give them about a 15 year production run for the new equipment
ps will that Renton wing riveter foundation last 75 years with heavier equipment on its 140 ft wooden piers
The orders start to arrive:
> According to a stock exchange filing, Air China Cargo is placing a firm order of 6 A350F + 4 options, a first among Chinese Mainland carriers.
Per the filing, those freighters would be delivered between 2029 and 2031.
Goodbye BA, nice to know you.
👉 China doesn’t need Boeing, it only needs aircraft.
Air China Cargo current fleet in service per Wiki
A330-200 5
747-400 3
777F 12
past retirements
16 Boeing aircraft mostly 747s
In a few years, the cargo airline will have more Airbus aircraft than Boeing’s.
From BA:
> East and South Asian markets will see the highest traffic growth per year…
> With the Asia-Pacific fleet expected to nearly triple, carriers in that region will require the most deliveries
The old world order collapses around us, on its ashes will arise a new world order:
> In a major break with the US, Canada is considering dropping tariffs on Chinese EVs…
>> “Don’t let yourself be fooled,” Soudas said. “Trump wants concessions that no Canadian premier should ever accept. Trump wants to completely annihilate the Canadian automotive sector.” wrote Dimitri Soudas, who served as communications director for former prime minister Stephen Harper, in a post on X.
Almost half of Canadians see the United States as a threat/enemy…
https://x.com/ForecasterEnten/status/1982808918305718320
@ Vincent
If you’re still reading — your $3 threshold has, indeed, been bested (analyst estimate — the actual figure will be announced tomorrow):
“Boeing is still expected to report an adjusted loss per share of $4.92, with an adjusted net income loss of $3.32 billion. A year ago, Boeing reported a staggering net loss of $6.17 billion and cash flow burn of $1.34 billion.”
https://finance.yahoo.com/news/boeing-q3-preview-big-issues-for-investors-include-jet-delivery-rate-reducing-cash-flow-burn-160420315.html
Wow! Just *a few days* after the estimate of Boeing posting a $-2.46 EPS loss, it’s now estimated to be $-4.92 EPS?
Maybe Boeing can in fact break the $-5.00 EPS barrier; stay tuned!
I’m now wondering if that $-4.92 Boeing EPS estimate might be a typo? We’ll see soon enough.
BA has delivered many more aircraft but revenue only grew 3% yoy?
> Boeing is expected to report Q3 revenue of $22.29 billion, per Bloomberg consensus, higher than last quarter’s $21.68 billion and a 3.5% jump from a year ago.
Delivery:
2025 160 aircraft
2024 116
Don’t forget: the quoted revenue figure is for the entirety of BA — i.e. BCA+BDS+BGS.
So the effects of more deliveries at BCA get diluted in the overal figure.
Whoa!
India SOE signs up to produce Russian aircraft
“The SJ-100 is a twin-engine, narrow-body regional jet. The HAL will hold manufacturing rights to produce the aircraft for domestic customers. Originally developed as the Sukhoi Superjet 100, the aircraft was later rebranded as the Yakovlev SJ-100 after Irkut Corporation was renamed Yakovlev Corporation in 2023.”
““This will also be the first instance wherein a complete passenger aircraft will be produced in India,” the statement said. “This collaboration between HAL and UAC is the result of mutual trust between the organizations.””
India wanted to build a commercial aircraft wing and have fly away commercial aircraft (part of their national plan) I “guess” they got it?
No western components so you don’t have to worry about Donnie sanctions
And payments in yuan via CIPS — so, no financial blockade either.
This is a really amazing development — and a clear rebuff from Modi to Donnie.
BRICS at work — more to come.
Here are Indian/Russian links, for the benefit of other readers.
https://www.thehindu.com/news/national/hal-and-russias-uac-join-hands-for-production-of-civil-jet-sj-100/article70211336.ece
https://ruavia.su/hal-and-uac-to-localize-production-of-sj-100-regional-jet-in-india/
I know that there’s widespread dislike of Russia in the west, and I know that Sukhoi made a dog’s dinner of foreign customer support the first time around…but the SJ-100 is a very nice plane.
There are 160 SSJ-100s delivered in Russia, and they seem to be performing satisfactorily — sanctions on western parts notwithstanding, but that problem is currently being addressed with the Russified SJ-100.
The MC-21 is similarly a very nice plane.
And just to be clear: I’m not Russian, or affiliated to Russia in any way — I’m just making a statement about a nice product, regardless of its origin.
“The initiative marks India’s return to full-scale civil aircraft manufacturing for the first time in more than three decades, following the conclusion of the AVRO HS748 program in 1988.
“India’s regional aviation market is projected to require more than 200 aircraft over the next decade, with additional demand for about 350 aircraft serving short international routes across the Indian Ocean and Southeast Asia. The government’s UDAN (“Ude Desh ka Aam Nagrik”) program, which subsidizes short-haul and underserved routes, provides an additional incentive for the SJ-100’s production in India.”
https://ruavia.su/hal-and-uac-to-localize-production-of-sj-100-regional-jet-in-india/
One wonders if India now has any appetite for Embraer/Airbus regional jets…
I was told (here) that no one would buy/fly an aircraft not certified by the West. Oops.
Indeed.
What a shocker! A US ally and major economy completely ignoring the lack of FAA/EASA cert.
Who’d have known? 😉
What if the cockpit of the Boeing 737 were redesigned to incorporate EICAS after the accident?
> The Kegworth air disaster occurred when British Midland Airways Flight 092, a Boeing 737-400, crashed onto the motorway embankment between the M1 motorway and A453 road near Kegworth, Leicestershire, England, while attempting to make an emergency landing at East Midlands Airport on 8 January 1989. […]
When a fan blade broke in the left engine, smoke was drawn into the cabin through the air conditioning system. *The pilots believed this indicated a fault in the right engine, since earlier models of the 737 ventilated the cabin from the right, and they were unaware that the 737-400 used a different system. The pilots retarded the right thrust lever* and the symptoms of smoke and vibration cleared, leading them to believe the problem had been identified, and then the right engine was shut down.
On the final stage of the approach, thrust was increased on the left engine. The tip of the fan blade that had lodged in the cowling from the earlier event became dislodged and was drawn into the core of the engine, damaging it and causing a fire.
The fan blade had initially suffered a fracture caused by aerodynamic flutter. Those responsible for the pre-certification test programme and the issue of a Certificate of Airworthiness ‘acted contrary’ to the wealth of literature that was available on this subject. This knowledge made clear that static ground testing to discover the presence of flutter was unreliable and the fan blade had to be subjected to the full flight envelope to be certain of the test results.
The accident was the first hull loss of a Boeing 737 Classic aircraft, and the first fatal accident involving a Boeing 737 Classic aircraft. Of the 126 people aboard, 47 died and 74 sustained serious injuries.
Green Dot Aviation on YT has an very good, non-sensationalized video analysis of the Kegworth
Boeing 737 crash. Quite a good channel, imo.
Thx.
> From autos to furniture, the Trump administration’s failure to understand the importance of tariffed intermediate goods is killing American manufacturing.
North Carolina’s Furniture Industry Scrambles as Tariffs Upend Day-to-Day Routines
WSJ
https://t.co/fNSPp76yhU
=========
Also
> To be clear, a TV commercial is about to cost American consumers about $50B because he’s mad
Here’s another lovely example of sanctions backfiring:
“China’s Sanctioned Yulong Thrives on Russian Oil”
“Shandong Yulong Petrochemical, China’s newest refinery, has swiftly become a potent emblem for the unintended effects of Western sanctions. Barely a year after its launch, the 400,000 b/d complex in Shandong province has purchased around 350,000 b/d of Russian crude for November delivery, effectively running almost entirely on discounted Russian oil after losing access to Western supplies following sanctions by the UK and EU. Its rise illustrates how punitive measures meant to isolate Moscow have instead bound together sanctioned Russian producers and sanctioned Chinese refiners, creating a new, self-contained trade in the shadows of the global oil market.
“In October 2025, Western governments tightened restrictions on Russia’s energy exports. The United Kingdom designated Shandong Yulong on October 15 as an entity ‘supporting the Russian energy sector’, followed by the EU’s formal inclusion of the refinery on October 23. A day earlier, the United States sanctioned Rosneft and Lukoil, the two Russian state producers that account for a large share of Moscow’s oil exports. Rather than isolating these players, the measures effectively linked them: a newly commissioned Chinese refinery searching for stable crude supplies, and Russian producers suddenly shut out of Western markets.
“Before November, Yulong’s sourced its feedstock from a diverse portfolio including Canada, the Middle East, Angola, Brazil and Russia. That pattern has now flipped. For November delivery volumes, the refinery secured roughly 350,000 b/d of Russian crude, compared with only 100,000 b/d in earlier months of the year.”
https://oilprice.com/Energy/Crude-Oil/Chinas-Sanctioned-Yulong-Thrives-on-Russian-Oil.html
China just revealed a new, advanced trainer / light fighter / carrier-capable aircraft…and we knew nothing about it in advance:
“New Chinese Advanced Training Jet Breaks Cover”
“Initial imagery of the jet shows it both on the ground and under flight test, wearing a yellow primer paint finish. The aircraft has a classic tandem two-seat trainer configuration, two engines, and a conventional layout with swept wings, horizontal stabilizers, twin outward-canted tailfins, and twin ventral fins. Unconfirmed reports suggest that the aircraft is powered by a pair of homegrown WS-17 turbofans, which are fed by caret-type engine intakes.”
“The new HAIG design would appear to be especially well-tailored to the light combat aircraft market. Here, it would face competition from designs like the South Korean FA-50 and the Italian M-346. However, it seems to be more optimized for combat missions, including high performance and agility.”
https://www.twz.com/air/new-chinese-advanced-training-jet-breaks-cover
This new trainer looks like a semi stealth twin tail revision to the L-15 trainer built by the same Hungdu company, which itself is a variant of the Russian Yak 130, the twin of the Leonardo M-346
> Hongdu JL-10, a type that has been exported as the L-15 Falcon, and which first flew in 2006. This was designed from the outset as a modern, advanced jet trainer/LIFT, and its design was aided by Russia’s Yakovlev.
> From the start, it included a fully digital cockpit with head-up display, color multifunctional displays, and ‘hands on throttle and stick’ control. It also has a digital fly-by-wire flight-control system and six stores pylons.
> The new HAIG design would appear to be especially well-tailored to the light combat aircraft market.
No doubt the avionics suite is designed, engineered domestically.
=========
Yak-130
> With the collapse of the Soviet Union, however, Yakovlev was compelled to look for a foreign partner. After having entered discussions in 1992, in 1993 it agreed with the Italian company Aermacchi to jointly develop the plane, which now became AEM/YAK-130D.
Max speed
L-15B 1.4 Mach
The Y-130 1,060 kmph
Dimensions:
L-15B / Y-130
L 12.4 / 11.49 m
Wingspan 9.4 / 9.84
H 4.7 / 4.76
> China’s Hongdu L-15 advanced jet trainer has participated in several Dubai Airshows, with notable performances in 2021 and 2023. At the 2023 show, the aircraft’s aerobatics garnered significant attention, particularly after the United Arab Emirates (UAE) confirmed it would purchase the jets.
https://www.youtube.com/watch?app=desktop&v=cqR6DLyksmQ
The table is laid.
> Officials from the Chinese National Space Agency confirmed this week that its Chang’e 7 spacecraft is expected to launch in August—putting it on track to beat US lunar water ice exploration missions by a significant margin.
As Gomer would say “Surprise, surprise, surprise!”
“The Japanese auto giant Toyota Motor has denied Donald Trump’s suggestion that it is poised to invest more than $10bn in the United States over the coming years.”
Deal or no deal?
In exchange for selling soybean, Donnie agrees to make a huge order of aircraft from China!! 😄
He doesn’t even have to buy a single one. All he has to do is give it the FAA cert. Best deal ever for DJT, cos it’s just a piece of paper for billions of sales in soy beans.
Win win for both.
😂
> Automakers are growing increasingly anxious about a shortage of simple microchips causing production disruptions…
Who could have predicted?…
WSJ
Automaker Production Stoppages Begin Over Semiconductor Shortage
https://t.co/Yjr2XzsjQ4
================
> Meanwhile, Ford’s COO Kumar Galhotra warned that without swift action, the shortage could lead to significant Q4 production losses across the industry.
> Head of the EU parliament China delegation criticises German foreign minister to cancel his trip to China over lack of meetings
“Life is not only about comfort and easy meetings.”
Haha this is great! 👍
> “@BaldwinRE: The true objective of Trump II’s trade policy isn’t economic transformation, but emotional restoration. The trade war isn’t about fixing the economy. It’s about making MAGA America feel like it’s winning again”
> “@BaldwinRE: Trump will pull a TACO but claim to be a rooster, not a chicken. He’ll crow that Brussels caved, Japan conceded, India folded, & Korea yielded. The tariffs can remain at 10% because, rhetorically, America has already won”
Substack
https://t.co/GNT52xildT
==========
I believe, unfortunately, there will be wannabes who will try to follow the precedent set.
The script Trumps works from appears much more sinister:
https://static.heritage.org/project2025/2025_MandateForLeadership_FULL.pdf
How well known is this?
this is probably just an “over the top” analysis!?
https://coconinodemocrats.org/wp-content/uploads/Project2025.7.11.24-1.pdf
@Uwe
Let me see if this interests you.
> The most convincing of all Cold War historians with a fundamental take on Western delusions. Basic reading for the coming decades.
direct.mit.edu
The Rules-Based International Order: A Historical Analysis
https://t.co/7Nk1icbRW4
Sorry, I haven’t read it myself.
Just starting…
> In the absence of decency, there is now power. America is in a winner-takes-all game show in which Trump is both the host and the main contestant. There will be one winner.
FT: The Trump Supremacy
Stunning (and sobering)
> China assembles reactors in just 5-6yrs, twice as fast as Western nations. While US nuclear construction costs skyrocketed after the 1960s, they fell by half in China during the 2000s. The only 2 US reactors built this century took 11 years & cost $35bn
NYTimes
How China Raced Ahead of the U.S. on Nuclear Power
https://t.co/6WYsH99pv2
https://pbs.twimg.com/media/G3_TF4IXcAAnwcK?format=jpg&name=large
Wow!
“Saab Considers Canadian Gripen Assembly Amid Ukrainian Demand”
“The potential Ukrainian order would require Saab to significantly expand its production capacity. Micael Johansson, CEO of Saab, stated that the company is exploring ways to scale up manufacturing, possibly in Canada or elsewhere in Europe.”
https://www.airdatanews.com/saab-gripen-canadian-assembly-ukraine-demand-2/
Sounds like an incentive to coax Canada to order Gripens 😎
Fox news:
> This trip overall is about Trump coming hat in hand to China and saying, will you please buy our soybeans again?…
=============
> Trump’s actions in the Caribbean have made it all but impossible for the United States to lodge a principled objection to any domineering behavior by China
https://t.co/xeHUCMkACG
Reuters
> Supply of widebody aircraft “extraordinarily acute”, Aercap CEO says
The Suez Moment?
> “THE G2 WILL BE CONVENING SHORTLY!” – President Donald J. Trump
The Guardian
Xi-Trump meeting: America has discovered that bullies can be bullied back
> In a laughably hypocritical bid to rally the world against this China “bullying”, Jamieson Greer, America’s trade representative, on 15 October complained: “China’s announcement is nothing more than a global supply-chain power grab.” America discovered that bullies could be bullied back, something it might have foreseen.
By one account, the treasury secretary, Scott Bessent, examining the imminence of the precipice, persuaded Trump that the price of confrontation was proving too high, leading the two sides to the mutual withdrawal this week.
“Brunei has officially adopted China’s civil aviation certification standards, easing access for Chinese-built aircraft such as the narrowbody C919 jet into the wealthy Southeast Asian market while serving as a potential model for how the planes could expand their international reach.”
“Brunei accepted the airworthiness code of the Civil Aviation Administration of China earlier this month, the Chinese embassy in Brunei said on Monday on its website, citing the equatorial country’s Department of Civil Aviation.”
#Realignment
> Hairy crabs from #Jiangsu are now flown to #Shanghai in just 15 minutes, thanks to drones. That’s 130 km and 2.5 hours shaved off traditional road delivery