Navigating Trade Turbulence
Explore how US tariffs and trade shifts impact the Aerospace & Defence sector, alongside strategies to mitigate risks and adapt.
How US Tariffs and Trade Shifts Are Reshaping the Industry
The transatlantic trade landscape is facing renewed turbulence. The US administration is proposing tariffs ranging between 10% and 25%, directly impacting European exports—especially in Aerospace & Defence. These measures could disrupt supply chains, increase costs, and strain NATO collaboration, creating significant challenges for businesses on both sides of the Atlantic.
What’s at Stake?
Higher costs for EU manufacturers due to increased tariffs on critical materials Inflationary pressures and weakened competitiveness for key exporters like Germany and Italy Strained US-EU Defence trade, making cross-border cooperation more expensive Trade diversification efforts by the EU, seeking stronger ties with Switzerland, Mexico, and Mercosur
How Can Businesses Prepare?
To mitigate risks, companies must act now by:
✅ Optimizing supply chains to reduce exposure to tariff-related costs
✅ Adjusting trade classifications to navigate regulatory complexities
✅ Exploring direct investments in the US to maintain market access
