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Aerospace providers rush to cushion blow of looming Trump tariffs

Canadian helicopter parts supplier Optima Aero is currently moving stock south of the border to decrease the risk from potential tariffs proposed by U.S. President Donald Trump. Optima, headquartered in Quebec, sends out about $2 million worth of parts each year to Texas, where its local department supplies upkeep services for local police and U.S. border security, a concern objective for Trump's administration.

A tariff on Canada would make it tough to keep that company, said Optima President Tony Gault, who estimates 6% of the Montreal-area business's $32 million in annual profits might undergo tariffs. Trump is threatening 25% duties on imports from Canada and Mexico starting on Feb. 1.

From rearranging parts to stocking up on products such as steel and lobbying for tariff exemptions, aerospace suppliers are scrambling to limit tariff danger to their bottom lines. The tariffs, if executed, could raise costs for already-stressed providers and their planemaking customers, such as U.S.-based Boeing. GE Aerospace CEO Larry Culp stated on Thursday the business is doing contingency planning and has been in regular contact with the Trump administration.

Some aerospace and defense executives have proactively looked for tariff exemptions from the administration, according to one aerospace market source and one source in Trump's. shift team.

Reuters called nine aerospace providers in Canada and the. United States, 7 of which stated they could be damaged if. tariffs are imposed, adding that they have restricted options. without passing expenses on to consumers.

The White House was not immediately offered for remark.

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The aerospace market includes a sprawling network of. international providers, making targeted tariffs hard to execute. without major disruptions to airplane and helicopter makers.

Canada is the U.S.' leading import nation and third-largest. export nation for aerospace by dollar value, according to the. Aerospace Industries Association. Canadian makers produce. engines for General Characteristics Corp's Gulfstream and. Textron, as well as landing equipment for Boeing and Airbus .

Boeing and suppliers Honeywell and Pratt Canada. parent RTX declined remark. Textron's CEO and Airplane'. Canadian department said they are awaiting tariff specifics. Canada exported C$ 12.8 billion ($ 8.91 billion) of aerospace and. defense-related products to the U.S. and imported C$ 10.2 billion. worth, according to 2023 government data. Canada has actually threatened. vindictive tariffs if targeted by Trump.

Some experts and industry executives question Trump will. enforce blanket tariffs on Canada given the unfavorable economic. impact on the U.S. Even if tariffs are imposed, aerospace may. not be a top priority, experts state.

It would be incredibly complicated, said Alex Krutz,. managing director of aerospace advisory Patriot Industrial. Partners, who does not believe the sector will be affected.

Mexico, likewise threatened by U.S. tariffs, has fast-growing. aerospace hubs in Queretaro and Chihuahua, drawing in big. suppliers consisting of Honeywell. Industry executives have cautioned that slapping tariffs on. aerospace parts, now offered duty-free under an international arrangement,. would develop fresh headaches for money-losing Boeing, however also. for the company's suppliers that have struggled due to the. pandemic and the planemaker's current lower output.

The financial pressures limit little providers' ability to. prevent tariffs.

In Washington state, family-run supplier TNT Aerospace is. trying to work out lower steel prices but can not quickly stock. up due to stock costs. President Aaron Theisen fears tariffs. might raise prices of the metal.

It doesn't take a big piece of steel to cost a lot,. Theisen said.

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In Western Canada, heat treatment expert Pyrotek. regularly sends trucks from its British Columbia factory to. Boeing's planemaking hub near Seattle to get parts from. providers.

The trucks go back to Pyrotek's Canadian factory near the. border, where the business heat-treats the aluminum parts that it. then goes back to its mostly U.S. clients.

( Tariffs) would have an enormous effect, stated President. Jim Matheson. There's nobody who can develop an aircraft alone from. the ground up.

Mitchell Aerospace, a Montreal-area supplier of airplane. parts, sends sand castings to the U.S. for hot isostatic. pressing, a production action that the company can not carry out. in Canada, President Guillermo Alonso stated.

The castings then go back to Canada before Mitchell ships. them to customers all over the world, consisting of U.S. enginemaker. Pratt & & Whitney.

Warren Maruyama, a former Republican politician basic counsel of the. U.S. trade representative, sees the intro of tariffs as a. real possibility since they were a core Trump campaign promise. and might be presented easily using presidential powers. In 2021, the United States and European Union agreed on a. five-year truce in a transatlantic tariff war activated by a. record trade dispute over airplane aids at the World Trade. Organization.

U.S.-made airplanes are most likely targets for retaliation by. foreign nations, Maruyama included.

Airplane is an iconic American item.

(source: Reuters)