特朗普关税威胁“升空”，喷气机站在了美加贸易冲突前线

Core Viewpoint - The growing business jet market is facing uncertainty due to threats from former President Trump regarding aircraft certification and potential tariffs on Canadian-made planes [1][4]. Group 1: Aircraft Certification Issues - The Canadian Transport Department is collaborating with the FAA to address delays in the certification of certain Gulfstream jet models [1]. - Trump accused Canada of "wrongfully, illegally, and stubbornly refusing" to certify Gulfstream models 500, 600, 700, and 800, threatening a 50% tariff on Canadian aircraft sold in the U.S. [1]. - Experts indicate that without Canadian recognition of FAA certifications, Gulfstream aircraft cannot be delivered to Canadian buyers or operate in Canadian airspace [1][2]. Group 2: Regulatory Landscape - Following the Boeing 737 MAX crashes, countries like Canada and the EU are increasingly focusing on their own airworthiness certification capabilities rather than relying solely on FAA approvals [2]. - The FAA has granted exemptions for the G700 and G800 models, allowing phased deliveries until the end of 2026, but Canada has refused certification due to incomplete fuel system testing [2]. - The Chicago Convention mandates that safety is the priority, and the fuel icing tests are critical for engine fuel supply [2]. Group 3: Market Dynamics - The business jet market is recovering, with a forecast of 8,500 new business jets to be delivered over the next decade, valued at approximately $283 billion [3]. - North America currently holds over 60% of the global business jet fleet and is expected to receive about 70% of new deliveries in the next three years [3]. - The demand for orders is stimulated by the U.S. "Big and Beautiful" Act's 100% bonus depreciation policy and the popularity of fractional ownership models [3]. Group 4: Competitive Landscape - Bombardier is a strong competitor to Gulfstream, with its latest ultra-long-range business jets priced around $80 million, often adjusted based on customer specifications [4]. - Trump's threats have created uncertainty in the market, affecting ongoing transactions, such as a deal to sell Bombardier jets to the U.S. [4]. - Legal experts have noted the unprecedented nature of Trump's actions, which could impact the rights of private jet owners protected by the constitution [4].