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Ryanair CEO Michael O’Leary has warned that the airline may delay the delivery of 25 Boeing jets if proposed U.S. import tariffs drive up costs, according to the Financial Times. The aircraft, currently scheduled for delivery starting in August, could be pushed back to as late as March or April 2026 if new levies are introduced.
The warning comes as U.S. President Donald Trump considers imposing a 10% tariff on imported commercial aircraft and an additional 25% on essential raw materials like steel and aluminum. These moves could significantly increase production costs for Boeing (NYSE:BA), the world’s second-largest aircraft manufacturer, which may then pass the burden on to customers like Ryanair (LON:0RYA).
O’Leary emphasized the growing conflict between airlines and aircraft makers over who should absorb the tariff costs. The situation adds to the aviation sector's broader concerns about global supply chain disruptions and rising operational expenses.
Delta Air Lines (NYSE:DAL) also echoed similar concerns, indicating potential deferral of Airbus (EPA:AIR) jet orders if the tariffs are enacted. Historically shielded from heavy trade barriers, the airline industry now faces rising uncertainty as geopolitical tensions and protectionist policies threaten to reshape international aircraft trade.
The potential delivery delays come at a time when airlines are ramping up capacity to meet post-pandemic travel demand. Any disruption in aircraft supply could affect route planning, fleet expansion, and overall profitability.
As trade tensions escalate, airline executives and manufacturers alike are closely watching Washington’s next move, knowing it could have far-reaching consequences across the global aviation industry.
