Wednesday, January 15, 2020

Boeing Deliveries to China

Boeing (BA) Deliveries to China are a significant area of growth and US-China Trade War resolution will have a major impact on how much business Boeing does in the near term. In the longer term things will depend on how COMAC the Chinese Plane maker is able to evolve its product line. 

Around year 2000 BA was delivering 25-30 planes to Chinese customers per year which grew to 150-200 planes over 2015-2018 years. 2019 saw only 45 deliveries impacted by 737 MAX issues and Trade War. 








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