The latest turn on tariffs with the EU contemplating tariffs on Boeing imports could impact on 29 aircraft that Ryanair are expecting to be delivered or summer of 2026. The delayed deliveries already mean that Ryanair can only grow by 3pc this year to about 206m passengers.
Ryanair’s order book of Boeing deliveries is valued at over $30bn and comprises 330 aircraft for delivery through 2034
Ryanair has stated publicly it is reassessing its procurement strategies and long-term commitments amidst shifting tariffs and market conditions.
Tade negotiations have temporarily decreased the baseline tariff on Chinese imports from 145pc to 30pc, facilitating the resumption of Boeing deliveries to China.
Boeing’s China-bound order backlog represents about 10pc of its total pipeline, with plans to deliver approximately 50 new aircraft in 2025. Boeing historically sent 25% of its ex-factory aircraft to China before its share has diminished as Airbus increased its position in China.
Sale of U.S. aircraft to EU stakeholders, which amounted to €10.5bn in 2024.
Under the revised trade deal with England, Rolls-Royce engines produced will enter the U.S. without tariffs.:
The EU is considering imposing a tariff on Boeing imports if the United States persists with its 10pc tariff on EU-manufactured aircraft, parts and components. About €10.5bn of U.S. aircraft were sold to EU airlines and aircraft leasing companies in 2024.
Airbus is less vulnerable than Boeing as it has U.S. manufacturing facilities for some of its narrow body aircraft. While its part and component supply chains cross multiple countries and continents, and all wide body aircraft are made in the EU.
Officials have informed airlines and government agencies that Boeing deliveries can resume.
Industry participants are in holding patterns in the hope of more definitive decisions by the Trump administration.
If tariffs persist, the increased costs of flying will be absorbed by consumers.
