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On the first day of President Donald Trump’s tariffs on Canada and Mexico, Boeing stock fell over 6 and a half percent. This is little more than a reaction to tariff fearmongering.

Trump argues his tariffs will slow fentanyl smuggling, protect domestic manufacturing and correct trade imbalances that currently exist. Opponents, primarily Democrats, insist these tariffs started a trade war that will cost American consumers (because suddenly they care about consumer prices).

Both positions are correct. And Boeing should be seen as mostly immune from the tariffs.

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Why is Boeing听尘辞蝉迟濒测听immune from Trump tariffs?

Boeing builds its products in the United States, including its jets and satellites.

“This administration鈥檚 very focused on jobs, on U.S. jobs, and, as you know, Boeing production is all U.S.-based, and we export these aircraft throughout the world,鈥� Kelly Ortberg, CEO of Boeing, said in an in January.

While it’s true that Boeing will likely compete with higher costs for raw materials imported into the U.S., as the听听pointed out, the biggest chunk of the $100 billion trade surplus in 2024 from all aircrafts belongs to the aerospace giant.

But there’s a reason why Ortberg said he’s “not too worried” about these tariffs.

There are also only two commercial jetliner manufacturers: Boeing and Airbus. Both companies are currently dealing with an over 6,000-airline backlog. To translate this to economic terms, Boeing’s products are in very high demand. Airbus’ backlog is longer than Boeing’s.

Ortberg expects, even with the idea of tariffs, that Boeing will raise 787 production from five a month to seven this quarter.

Remember when Democrats didn’t treat tariffs with hysterics?

How politicians historically respond to tariffs can be rather instructive.

Democrats want you thinking any tariff will result in the worst case scenario. Their hysterics are tiring. Remember how they responded last听time? No, I don’t either. Because when Former President Joe Biden instituted a 100% tariff on electric vehicles from China, there were no freakouts. When Biden announced tariffs on Chinese semiconductors expanded to cover silicon wafers and polysilicon, did you recall the “end of the world” talking point? Nope, me neither. It didn’t happen.

Republicans, for their part, reacted the way they’re reacting to Trump’s tariffs. A handful offered some light criticism, while everyone else was fine with them because they knew the intent.

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Context of Trump’s tariffs

Both the Mexican and Canadian borders with the United States have been leakier than a sieve. It’s allowed the fentanyl trade to flourish in this country, not just bringing in billions to cartels and Chinese manufacturers but killing a record number of Americans.

A potential rise in prices, especially one that is temporary, to put pressure on both Mexico and Canada to tighten security at the border is worth it. (These tariffs, by the way, almost certainly won’t exist at this level for very long.)

And do Democrats actually think听reciprocal tariffs are harmful? They should explain why the U.S. facing sky-high tariffs is permissible, but us returning in kind will deliver an end of times scenario (similar to the one Democrats said would happen years ago due to climate change).

As tariffs relate to China, it seems like Democrats and their left-wing media allies want you assuming that U.S. exports don’t already face steep tariffs. But U.S. tariffs on Chinese exports are about evening the playing field (which Democrats pretend to care about when it comes to their DEI scam) and keeping jobs in the U.S.

Here’s what China is doing to us

China has been waging economic warfare against America for decades, slapping massive 25% tariffs on our automobiles, aircraft, and agricultural products while manipulating their currency and stealing our intellectual property.

The communist regime’s predatory trade practices have decimated American manufacturing and shipped millions of jobs overseas, all while Beijing pretends to be playing by the rules at the WTO. China’s tariff structure is designed with one purpose: to enrich the Chinese Communist Party at the expense of American workers and businesses.

President Trump’s tariffs on Chinese goods aren’t just justified 鈥� they’re long overdue and absolutely necessary to level a playing field that’s been tilted against American workers for generations.

For too long, establishment politicians from both parties stood by while China exploited one-sided trade deals, stealing our technology and undercutting our manufacturers with government-subsidized products flooding our markets.

Trump’s tariffs send a clear message to China that the days of taking advantage of Americans are over, forcing China to negotiate fair trade terms instead of continuing its economic assault on our country. The temporary pain of higher prices on some consumer goods is a small price to pay for preserving American jobs, rebuilding our industrial base and ensuring our economic independence from a hostile foreign power.