US Export Delays for Aircraft Parts to China Raise Supply Chain Concerns

The U.S. has slowed down the export licensing process for aircraft parts bound for China, creating uncertainty for airlines and manufacturers as trade tensions between Washington and Beijing persist. The Commerce Department has reportedly delayed approvals and restricted the number of parts that can be shipped to China’s state-owned aircraft manufacturer, COMAC. This development comes as China seeks to finalize a $17 billion to $19 billion order for 200 Boeing aircraft, scheduled for delivery in May 2026, along with a request for several years’ worth of spare parts.

U.S. officials are also considering new export regulations that could impose stricter controls on aircraft components, including landing gear and hydraulic fluids. While these measures are still under review, they could further complicate supply-chain planning for aerospace suppliers and Chinese operators. The uncertainty surrounding export licenses makes it difficult for suppliers to manage inventory and delivery schedules, particularly for parts that require regulatory approval before shipment.

China’s aviation industry relies heavily on U.S. aerospace components, as Chinese airlines operate large fleets of Boeing and Airbus aircraft, and COMAC depends on international suppliers for its commercial aircraft. The dependence extends beyond new aircraft production, as airlines require a steady supply of certified parts and maintenance-related products. COMAC, in particular, faces challenges in managing component availability and production schedules due to the limited number of parts licensed for shipment.

The tensions also extend to rare-earth materials, crucial for aerospace manufacturing. China’s control over these materials has led to supply-chain disruptions, with prices for yttrium oxide surging 6,900% in the 12 months leading up to February 2026. These pressures highlight the broader industrial context of tighter controls on U.S. aircraft-part exports to China.