"What we do worry about is the availability of parts because this is a broad, complicated supply chain," West added. He stressed the importance of transparency within the supply chain to avoid suboptimal decisions.
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- Aircraft Leasing Executive Says Tariffs Could Cause Boeing's Prices To Increase By $40 Million
Delivering aircraft to U.S. customers first
West highlighted Boeing's $500 million backlog as versatile and robust, accommodating various customers across different jurisdictions. Following a recent increase in steel and aluminum tariffs from 10% to 25% by the Trump administration due to national security concerns, West noted their flexibility in meeting customer needs.
"So, we think we have got enough room to breathe... But right now, from what we see, there is not a material impact on either side," he said.
When asked if Boeing could prioritize deliveries for U.S.-based airlines, West acknowledged this possibility thanks to their large backlog. According to filings, out of 6,197 unfilled gross orders,1 ,634 are assigned to U.S.-based customers including leasing companies; most notably among them are1 ,322737 MA X aircraft orders.
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Clearing the backlog
Clearing Boeing's backlog presents challenges following post-door plug blowout effects which led Federal Aviation Administration (FAA) limits on monthly737 MA X production per month at38 units.
West reported approval for six Key Performance Indicators(KPIs): reworks, notice of escapes traveled work supplier shortages employee training ticketing- measuring factory stability following strikes which affected operations
"[...] That is starting to show real dividends as we start thinking about re- starting production line moving towards our path38 per month The factory looks fantastic "
However Sean Duffy Secretary Transportation who visited Renton Washington site stated FAA would lift cap once quality assurance ensured pointing out current production below limit despite January February deliveries totaling71 including pre- strike builds
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- USDOT Secretary Duffy Tours Boeing Factory
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