美加贸易战冲击航空业 巨额成本压力临近

美加贸易战升级 航空业面临巨额成本压力

escalating trade tensions between the U.S. and Canada could significantly impact the aerospace industry, raising costs for everything from aircraft components to engine repairs. This comes as the U.S. is set to impose retaliatory tariffs on trading partners starting April 2nd, widening a dispute that already imposes 25% duties on steel and aluminum imports to the U.S., prompting retaliation from Canada.

While reports suggest some sector-specific goods would be excluded, countermeasures are already being considered. Canada is consulting domestic industries on proposed retaliatory tariffs covering $125 billion worth of U.S. goods. Melanie Lussier, president of Aero Montreal, a trade group, pointed out that certain U.S.-made items like sensors covered by Canadian counter-tariffs would be difficult to source elsewhere due to strict safety requirements for parts certification.

Aerospace companies are set to discuss the potential impact of tariffs from both countries at an industry supply chain summit in Montreal on Tuesday. Lussier warned, "It could be really catastrophic: a rise in costs, loss of productivity, and a loss of competitiveness." She added, "In the end, everyone will pay more – both Americans and Canadians – and it's the passengers who will suffer."

While Aero Montreal isn't seeking exemption from proposed Canadian counter-duties, Lussier hopes to see some U.S. products removed from the list. Aerospace contributed nearly $29 billion to the Canadian GDP in 2023.

Finding counter-tariffs that target the U.S. while avoiding harm to domestic industries has proven challenging for Canada. The European Union delayed imposing 50% tariffs on U.S. bourbon, wine, and toilet paper after Trump threatened 200% duties on European spirits.

New Canadian Prime Minister Mark Carney, who called a snap election on Sunday, acknowledged that there are limits to dollar-for-dollar retaliation given Canada's smaller economy.

Canada's innovation ministry stated the government is taking steps to mitigate the impact of countermeasures on Canadian workers and businesses, considering requests for exceptional relief. Despite closely integrated supply chains, aerospace has generally not been significantly affected due to long lead times on purchases and compliance with the United States-Mexico-Canada (USMCA) trade deal negotiated during the first Trump administration. However, existing U.S. tariffs on aluminum and steel, along with retaliatory measures introduced by Canada on items like those metals and adhesives, have had minimal impact on Canadian business jet maker Bombardier according to its CEO.

Nevertheless, AeroDynamic Advisory analyst Kevin Michaels warned that tariffs on aluminum alone would cost the industry at least US$500 million. Existing tariffs combined with fresh duties could also raise costs for engine maintenance in North America, already strained by high demand at Maintenance, Repair, and Overhaul (MRO) shops, according to the Aerospace Industries Association of Canada.

AIAC CEO Mike Mueller stated, "Current tariffs and any new tariffs imposed will provide additional costs for MRO providers in both Canada and the U.S., impacting cross-border supply chains."

阅读本文之前，你最好先了解...

为了更好地理解这篇文章带来的信息和潜在影响，建议您进一步了解以下内容：

• 美加贸易战的背景: 除了本文提到的钢铁和铝材关税之外，这场贸易战还有更深层的历史渊源。了解两国之间的政治和经济利益冲突可以帮助您更全面地认识这场争端。
• 北美航空产业链: 本文提到北美航空业供应链高度整合，涉及多个国家和地区的参与。深入了解各个环节的运作方式以及美国、加拿大和墨西哥之间的合作关系，可以更好地理解贸易战对整个产业的影响。
• 全球航空业发展趋势: 除了贸易摩擦带来的影响，全球航空业还面临着其他挑战，例如气候变化、油价波动等。结合这些因素，您可以更全面地评估美加贸易战对航空业的长期影响。

总结

美加贸易战升级无疑给航空业带来了巨大压力。从原材料到维修保养，各个环节都可能受到成本上涨的影响。虽然加拿大正在寻求减轻冲击的方法，但最终结果仍然充满不确定性。这种贸易紧张局势不仅会损害两国经济利益，还会影响全球航空业的稳定发展。

如果你有其它意见，请评论留言。

以下是一些网友对这篇文章的一些评论...

• "OMG, this is so dramatic! It's like those reality shows where the contestants fight over a giant airplane toy. Just give us our cheap plane tickets already!"
• "I guess the passengers will have to start bringing their own snacks and entertainment. Maybe even learn to fly the darn thing themselves."
• "What's next? A trade war over who makes the best maple syrup? Canada, you better step up your game!"
• "You know things are bad when Canadians are starting to sound like Americans complaining about taxes."
• "The only people who benefit from this are those sneaky plane ticket scalpers. Get ready to pay twice the price for a seat in coach!"

如果你有其它意见，请积极发表。