With Boeing having signed a 20yr agreement with Canada and moving R&D and Manufacturing to Canada, I can easily see this flip back to Boeing as Canada is going to want to support business and jobs that are based in Canada. I would not say this is a done deal as the bulk of the order with Airbus is Options, which are easily canceled.
Boeing started with a $240 Million Investment in 2024 in Canada.
Boeing to Invest $240 Million CAD in Québec Aerospace Innovation
Then added $85 million more in early 2025.
Boeing Commits $85M To New Canadian Innovation Zone Espace Aéro
Then came the big bomb shell at the end of the year that had Idiot47 going off as $5.4 Billion will now be spent in Canada rather than the U.S.
In 2025, Boeing is significantly expanding its footprint in Canada. While it is not moving its entire operation, it is shifting more manufacturing and research capability there as part of a $5.4 billion investment obligation (ITB) linked to Canada’s purchase of P-8A Poseidon aircraft.
Where the Manufacturing is Moving/Expanding:
• Winnipeg, MB: In June 2025, Boeing opened a 12,000 sq. ft. expansion to its composite plant. This doubled its capacity to build parts for the 737 MAX and 787 Dreamliner.
• Montreal, QC: Boeing is investing $240 million into the "Espace Aéro" innovation zone. This includes manufacturing and R&D for next-gen landing gear (with Héroux-Devtek) and autonomous air taxis (Wisk Aero).
• Parksville, BC: A $13 million investment in COTA Aviation has funded new advanced manufacturing equipment and a training facility for aerospace production.
• Mount Pearl, NL: A $10.3 million investment in Solace Power is establishing a new electronics production facility for aerospace parts in Atlantic Canada.
• Alberta: A $2.7 million investment was made to create the Xpand™ Canada Commercialization Centre, focusing on manufacturing technologies for aerospace and energy security.
The stories are all small parts of what adds up to be billions as Boeing cancels expansion and updates for Washington State and North Carolina manufacturing and R&D.
Boeing Invests $110M In Espace Aéro - Canadian Manufacturing
So many little stories that make up the whole. This all started with the original big investment back in 2020.
Boeing set to boost Canada's economy with $61bn investment | Manufacturing Digital