The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Brendan Byrnes and Andrew Tonner discuss topics around the investing world.

In today's edition, Brendan and Andrew discuss aerospace giant Boeing and how it may be affected by China's decision to suspend orders for some Airbus planes. High-level Chinese officials have also stated that it may be better for the country's airlines to buy Boeing instead of Airbus jets because of the European Union's new carbon emissions trading program. If this doesn't get resolved, it could have a massive impact on the two companies going forward, as Asia is expected to be a $1.5 trillion commercial aviation market over the next 20 years.

Andrew Tonner, Brendan Byrnes, and The Motley Fool have no positions in the stocks mentioned above. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.