China Sent Boeing's New Jets Back. Now It Wants 200 More.
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China Sent Boeing's New Jets Back. Now It Wants 200 More.
701 просмотр · 12 дн. назад
Black Excellence
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701 просмотр · 12 дн. назад
This video breaks down why China turned away new Boeing 737 MAX jets in April 2025, then agreed in May 2026 to buy 200 Boeing aircraft, and the engine-parts condition attached to that deal.
In April 2025, as US tariffs on Chinese goods reached 145% and China answered with 125%, Chinese airlines stopped taking Boeing deliveries and at least three nearly finished 737 MAX jets were flown from Boeing's Zhoushan completion centre back to Seattle. Thirteen months later, during President Trump's state visit to Beijing on 13 to 15 May 2026, China agreed to buy 200 Boeing jets. When China's Commerce Ministry confirmed the purchase on 20 May 2026, it said the United States would provide supply guarantees for aircraft engine parts and other aerospace components. That matters because China's own airliner, the COMAC C919, flies on the CFM LEAP-1C engine built by GE Aerospace and Safran.
What's covered in this video:
• How a 737 MAX painted for Xiamen Airlines crossed the Pacific in March 2025, was flown back to Seattle in April, and returned to China in June.
• Why the 2025 delivery halt mattered: in 2017 Boeing delivered 202 aircraft to Chinese customers, about a quarter of its output.
• Boeing's earlier China lockout: China grounded the 737 MAX first in March 2019, and MAX deliveries did not resume until January 2024.
• How Airbus grew in China: the 292-jet A320neo order of July 2022, Xiamen Airlines' 2022 switch, and the second Tianjin assembly line opened in October 2025.
• The C919 and its engines: why the LEAP-1C matters, and how the US suspended engine export licences to COMAC in May 2025 before restoring them in July 2025.
• The May 2026 deal: talk of up to 500 jets, an agreement for 200, Trump's 750 claim, and the supply-guarantee line in China's confirmation.
• What has happened since: about a dozen C919 deliveries by early October 2026 against 33 expected, slower US parts approvals, and a 200-jet commitment not yet converted into firm orders.
• The verdict, and the dates that will test it: APEC in Shenzhen on 18 to 19 November 2026 and the trade truce's 10 January 2027 deadline.
Common questions answered:
Why did China send Boeing jets back in 2025? Chinese airlines stopped accepting Boeing deliveries in April 2025 during the tariff escalation, so Boeing flew nearly finished 737 MAX jets back to Seattle. Did China really order 200 Boeing jets? China agreed to buy 200 Boeing aircraft in May 2026, but as of October 2026 the commitment had not become a full set of firm airline orders. What engine does the COMAC C919 use? The C919 uses the CFM LEAP-1C, made by CFM International, a joint company of GE Aerospace and Safran.
Mentioned in this video: Boeing, Kelly Ortberg (Boeing CEO), Boeing 737 MAX, Boeing Zhoushan completion and delivery centre, Xiamen Airlines, China Southern Airlines, China Eastern Airlines, Air India, Airbus, Airbus Tianjin final assembly line, A320neo, COMAC, COMAC C919, COMAC C909, CFM International, LEAP-1C, GE Aerospace, Safran, CJ-1000A engine, US Commerce Department, China's Ministry of Commerce, President Donald Trump, President Xi Jinping, Treasury Secretary Scott Bessent, Sourabh Gupta (Institute for China-America Studies), APEC 2026 Shenzhen.
My verdict: these 200 jets are not Boeing winning China back. They look much more like rent paid in airplane orders to keep American engines flowing to the C919. Tell me in the comments whether you see a comeback or a bargaining chip.
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