Possible tighter U.S. licenses could restrict parts for China, and Washington has not promised requested spares for 200 Boeing jets. A tariff deal helps some other goods, but aviation remains under pressure, putting Boeing's China business at risk.
That could make it harder for Boeing to support planes already sold and secure more Chinese orders. China depends on U.S. suppliers, which gives Washington bargaining power but also leaves Boeing exposed to restrictions. A tariff deal covers some other goods, but aviation licenses remain under discussion.
A draft U.S. plan would require licenses for aviation hydraulic fluid Exxon supplies, creating a possible sales hurdle. The plan is not final, and the tariff deal covers some other goods, but does not remove this risk.
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