Trump Administration Probes Imported Aircraft, Parts for National Security, Eyes 25% Tariff Increase

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Updated May 10, 2025, 01:19 AM

The Trump administration has initiated a Section 232 investigation into the national security implications of importing commercial aircraft, jet engines, and parts, as announced by the U.S. Department of Commerce. This probe, which began on May 1 under the leadership of Commerce Secretary Howard Lutnick, could lead to the imposition of new tariffs on the commercial aerospace industry.

The investigation is being conducted under the authority of the Trade Expansion Act of 1962, which allows the president to adjust imports if they are deemed a threat to national security. The Commerce Department's Bureau of Industry and Security has opened a 21-day period for public comments on the matter.

If tariffs are imposed, they could affect approximately $42 billion in imports, primarily from the European Union, Canada, the UK, and Brazil. These goods are already subject to a 10% tariff implemented on April 2, suggesting that the administration may be considering an increase to 25%. The Trump administration has previously used tariffs to generate revenue, reduce trade deficits, attract foreign investments, and bolster domestic manufacturing.

The potential new tariffs could impact Japanese companies exporting to the U.S. The administration has also been conducting probes into the national security effects of imports of copper, lumber, semiconductors, and pharmaceuticals.

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