As the commercial war between the United States and China intensifies, Beijing has asked its airlines not to receive aircraft from the American aviation giant Boeing. The president of the United States, Donald Trump, seemed to confirm the reports in a publication about Truth Social on Tuesday, where he said that China “simply breached the great Boeing agreement.” Could this benefit India? Some aviation experts believe it could. Subhash Goyal, President, Aviation and Tourism Committee or the Indian Chamber of Commerce says there is a great opportunity for India. And the faster we balance, we can turn this challenge into an opportunity. Our aerospace industries will definitely benefit. I mean, that is the largest sector that will benefit. We need to act quickly and quickly. India is the only market after China, which has made orders of approximately 1,000 planes, both with Boeing and with Airbus. But the United States will lose with regard to airplane supplies, because they (China) have an alternative supplier in Airbus. Then, if they have canceled their Boeing orders, they could change to Airbus. But still, I think it is a very fluid feeling and we will have to wait and look. Others agree that there is an opportunity here, but given the frequent changes of tariffs by the Trump administration, they advise a waiting and observation approach. Ajay Singh, CEO, says Spicejet, we will continually discuss with the manufacturers and we will see how we can improve our own situation … We do not know what the situation is, how many planes will be delivered to China and what will happen with those planes. But I think that for some time there will be a hope and a clock by the manufacturer and there will be no immediate impact of the thesis rates and you do not know along the path that goes for the time that the tariffs are good or there, child or there, there or there or there or there or there or there or there. Happening, but to the extent that we can take advantage of what happened or the course we will do.
Experts say that supplies reorganization could also benefit Air India Express and Akasa, who have made orders for Boeing airplanes and are waiting for deliveries.
Posted on April 17, 2025