Malaysia Airlines is reportedly evaluating Boeing’s 737 MAX aircraft as a potential fleet expansion option, particularly if ongoing regulatory delays in China prevent the delivery of competing models. According to industry sources, the national carrier is in preliminary discussions with Boeing as it seeks to modernize its fleet amid a post-pandemic travel rebound.

Malaysia Airlines’ potential 737 MAX order faces complications from China’s continued certification hold, making it one of the last major markets keeping the aircraft grounded despite its global return to service post-crashes. While Boeing has regained approvals in key regions like the U.S., Europe, and Southeast Asia, China remains a notable holdout, complicating procurement plans for airlines dependent on Chinese market access.

Malaysia Airlines, which currently operates a mix of Airbus A330s and Boeing 737-800s, is seeking fuel-efficient narrow-body jets to replace aging aircraft and expand regional routes. The 737 MAX, with its improved fuel economy, could offer significant cost savings—a critical factor as airlines grapple with volatile fuel prices.

Industry analysts suggest that Malaysia Airlines’ move signals growing frustration with prolonged regulatory uncertainties. “If China continues to delay certifications, carriers like Malaysia Airlines may pivot to Boeing as a more reliable supplier,” said Ahmad Maghfur, an aviation analyst at Maybank Investment Bank.

The potential shift could also reflect broader geopolitical tensions affecting aviation trade. The U.S.-China trade war has previously disrupted aerospace deals, and Boeing’s strained relationship with Chinese regulators adds another layer of complexity.

Airbus maintains a competitive position in the race, offering its A320neo series as a viable alternative for the carrier’s fleet modernization. However, Airbus faces its own delivery bottlenecks due to supply chain disruptions, leaving airlines in search of alternatives.