China Lifts Ban on Boeing Deliveries Amid Trade War Truce

China has officially lifted its ban on Boeing aircraft deliveries following a breakthrough in trade negotiations with the United States. The decision comes after both nations agreed to a 90-day pause on tariffs and a 115-point reduction in duties, marking a significant step toward easing trade tensions.

The ban, which had been in place for over a month, was part of escalating trade disputes between the two economic giants. China had imposed 125% tariffs on US-made goods, while the US retaliated with 145% tariffs on Chinese imports. These measures severely impacted industries reliant on cross-border trade, including aviation.

With the ban lifted, Chinese airlines now have the discretion to resume Boeing aircraft deliveries at their own timing and terms. This move is expected to benefit Boeing, which had faced significant setbacks due to halted deliveries. The company had planned for 50 jets to be delivered to Chinese carriers this year, with 41 already in production or pre-built.

Additionally, Chinese airlines are expected to take delivery of 25 out of 30 remaining

737 MAX jets built before 2023 that had not yet been delivered. The easing of restrictions also includes exemptions for certain aerospace equipment parts, such as engines and landing gear.

The tariff pause signals a potential thaw in US-China trade relations, with both sides showing willingness to negotiate. While tariffs on Chinese imports remain higher than those imposed on competing industrial hubs, the agreement could slow the momentum of companies shifting supply chains outside of China.

Experts suggest that the 90-day reprieve may lead to further negotiations, potentially resulting in a more permanent trade agreement. However, uncertainty remains, as businesses and investors await further developments in diplomatic discussions between Washington and Beijing.

China's decision to lift the Boeing delivery ban is a crucial step toward stabilizing trade relations and restoring confidence in cross-border commerce.