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Honeywell Safety Manager Release 162

About this Guide

The Hardware Reference is intended primarily for the people responsible for and performing tasks related to Safety Manager.

This guide describes the functions of the Safety Builder tool and contains instructions how to use these functions.

Hardware Reference

The Hardware Reference is intended primarily for the people responsible for and performing tasks related to Safety Manager.

This guide provides technical information and specifications for all hardware components used in conjunction with Honeywell SMS’s Safety Manager.

Typical readers are hardware engineers, maintenance engineers and assembly personnel.

It is assumed that the reader masters the required skills and knowledge as described herein.

Note:

This guide does not contain information related to other Honeywell Experion™ PKS systems and thirdparty controllers such as Allen-Bradley, Series 9000, TDC 3000, Data Hiway, UDC, PlantScape, and so on.

For more information about these systems, see the manufacturers book set.

Content of Hardware Reference

The Hardware Reference is a reference guide providing detailed information regarding technical information and specifications for all hardware components used in conjunction with Honeywell SMS’s Safety Manager.

A reference guide is a Safety Manager related guide and does not describe tasks in terms of how to perform the task in terms of steps to follow. A reference guide can provide input to support decisions required to achieve a certain objective.

References

The following guides may use this reference guide as a reference source:

The Overview Guide :This guide describes the general knowledge required, the basic functions of, and the tasks related to Safety Manager.

The Safety Manual: This guide describes the specifications, design guidelines, and safety aspects related to Safety Manager

The Planning and Design Guide :This guide describes the tasks related to planning and designing a Safety Manager project.

The Troubleshooting and Maintenance Guide :This guide describes the tasks related to troubleshooting and maintaining Safety Manager.

The System Administration Guide :This guide describes the task related to administrating the computer systems used in a Safety Manager project.

Basic skills and knowledge

Before performing tasks related to Safety Manager you need to:

Understand basic Safety Manager concepts as explained in the Overview Guide and the Glossary.

Have a thorough understanding of the Safety Manual.

Have had appropriate training related to Safety Manager that certifies you for your tasks (see the Planning and Design Guide).

More related information can be found in Prerequisite skills and Training.

Prerequisite skills

When you perform tasks related to Safety Manager, it is assumed that you have appropriate knowledge of:

Site procedures

The hardware and software you are working with. These may i.e. be: computers, printers, network components, Controller and Station software.

Microsoft Windows operating systems.

Programmable logic controllers (PLCs).

Applicable safety standards for Process & Equipment Under Control.

Application design conform IEC 61131-3.

The IEC 61508 and IEC 61511 standards.

This guide assumes that you have a basic familiarity with the process(es) connected to the equipment under control and that you have a complete understanding of the hazard and risk analysis.

Training

Most of the skills mentioned above can be achieved by appropriate training. For more information, contact your Honeywell SMS representative or see:

Safety standards for Process & Equipment Under Control (PUC, EUC)

Safety Manager is the logic solver of a Safety Instrumented System (SIS) performing specific Safety Instrumented Functions (SIF) to ensure that risks are kept at predefined levels.

A SIS measures, independently from the Basic Process Control System (BPCS), a couple of relevant process signals like temperature, pressure, level in a tank or the flow through a pipe. The values of these signals are compared with the predefined safe values and, if needed, the SIS gives an alarm or takes action. In such cases the SIS controls the safety of the process and lowers the chance of an unsafe situation.

The logic in Safety Manager defines the response to process parameters.

In this context the following terms are explained in this section:

Safety Integrity Level (SIL)

Safety layers of protection

Equipment Under Control (EUC)

Process Under Control (PUC)

Safety Integrity Level (SIL)

The IEC 61508 standard specifies 4 levels of safety performance for safety functions. These are called safety integrity levels. Safety integrity level 1 (SIL1) is the lowest level of safety integrity, and safety integrity level 4 (SIL4) the highest level. If the level is below SIL1, the IEC 61508 and IEC 61511 do not apply.

Safety Manager can be used for processing multiple SIFs simultaneously demanding a SIL1 up to and including SIL3.

To achieve the required safety integrity level for the E/E/PE safety-related systems, an overall safety life cycle is adopted as the technical framework (as defined in IEC 61508).

For more information see also:

Safety layers of protection

Equipment Under Control (EUC)

Process Under Control (PUC)

Safety layers of protection

The figure on the next page shows the typical risk reduction methods or safety protection layers used in modern process plants.

Safety Instrumented Systems (SIS) are designed to operate in the prevention and mitigation layers to:

Prevent a process from entering a dangerous state.

Mitigate the consequences of entering a dangerous state

Safety Integrity Level (SIL)

Equipment Under Control (EUC)

Safety-related systems, such as Safety Manager, are designed to prevent the EUC from entering a dangerous state and to mitigate any EUC that has gone into a dangerous state.

For these functions a safety related system can be split in:

Emergency shutdown systems, operating in the prevention layer of “The concept of layers of protection” on the previous page.

Fire and gas detection and control systems, operating in the mitigation layer of “The concept of layers of protection” on the previous page.

For more information see also:

Safety Integrity Level (SIL)

Safety layers of protection

Process Under Control (PUC)
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Environmental Specifications-3401

Designed for critical applications, the Trident performs predictably in a hostile industrial environment. The specifications listed on the table to the right confirm this built-in reliability. However, due to the number of diverse items that make up a Trident system, not all of the listed specifications apply to every item. Please contact Triconex to obtain the specifications for particular items.

Dimensions and Clearances

The dimensions given on the figure to the right are predicated on the vertical mounting of Trident baseplates on a panel.

The dimensions include the following:

• The MP Baseplate, AI HART Baseplates, and AO HART Baseplates are 9 inches (229 millimeters) wide by 9.79 inches (249 millimeters) long

• I/O Baseplates for all types of I/O modules are 7.0 inches (178 millimeters) wide by 9.79 inches (249 millimeters) long

All Trident I/O modules have the same dimensions, which are:

• Height = 8.65 inches (220 mm)

• Width = 1.75 inches (44 mm)

• Depth = 6.65 inches (169 mm)

Clearance should always allow adequate air flow around Trident modules. For typical applications, there should be at least 5 inches (15 centimeters) of clearance between active modules and the walls of the enclosure.

The DIN rails and baseplate assemblies should be arranged on the panel to allow for the installation of wiring channels (such as Panduit) along the left side of vertical columns.

Main Processor Module

Every Trident system is controlled by three Main Processor (MP) Modules that reside on a single baseplate. Each MP Module acts as one channel of the triplicated Trident system and provides the following features:

• An RS-232 or RS-485 Modbus port for direct TMR connection to a DCS (or other external host) without the need for any other modules

• A 10BaseT Ethernet (IEEE 802.3) port for connection to the TriStation 1131 programming workstation

• A lock lever that indicates whether the module is properly locked on the baseplate

Product Specifications

Alarm Indicators

The Trident fault-monitoring circuitry is able to detect and signal an alarm for all single faults and most multiple faults. The following alarm indicators are on the front panel of each MP:

• The Field Power alarm indicates loss of field power or faulty field power supply

• The Logic Power alarm indicates a missing or faulty system power supply

• The System Alarm indicates problems with the application or system integrity

• The Program Alarm indicates problems that are defined by the user-written application

• The Over Temperature alarm indicates when the module is over 183° F (84° C)

System Status Indicators

The system status indicators identify the processing state of the module. The status indicators include the following:

• The Pass indicator identifies when the module is operating normally.

• The Active indicator blinks once per scan when executing an application.

• The Fault indicator identifies when the processor has an internal fault.

Other Indicators

Other indicators on the MP include the following:

• Mode indicators (Remote, Run, Program, and Halt) identify the operating state of the entire Trident system.

• Communication indicators that identify the type of communication occurring

Physical Description

Each MP provides 16 megabytes of DRAM for the user-written application, sequence-of-events (SOE) and I/O data, diagnostics, and communication buffers.

The three MPs compare their respective data during every scan using the TriBus, a high-speed, fault-tolerant inter-processor bus. The MPs commu nicate with the I/O modules over a TMR HDLC I/O bus that operates at 2 megabits per second.

In addition to the TriStation and Modbus ports and alarm connectors, the MP Baseplate provides redundant, 24-volt fused logic power connectors. Logic power supplied here can operate the MPs and carry to the I/O Baseplates as well, so that no other logic power supplies are needed for the column.
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Install the AADvance System-T9110

The system installation defines the steps that will verify that the system is correctly installed and ready for the on-site factory tests before the system is brought on-line. This chapter describes how to install the AADvance® system hardware into the chosen enclosure.

Unpacking and Preassembly Checks

The components are packed to make sure they arrive undamaged and ready for assembly. Nevertheless, you should inspect all modules before beginning the assembly work.ABC Electronics T9100 Processor Module Standard Series

On receipt, carefully inspect all the shipping cartons for damage.

• If any cartons are damaged, note the damage on the carrier’s shipping document before signing it. Save any damaged cartons for inspection by the carrier.

• If any part of the delivered components has been damaged during shipping, notify the carrier and Rockwell Automation immediately.

Damaged goods must be returned Rockwell Automation for repair or replacement (see Warranty and Returns instructions with delivery documentation).

Install Base Units and Termination Assemblies: Enclosure DIN Rail Assembly Method

The following illustration shows how to it the backplanes on to Din rails and use the retaining clips and leverto hold them in position.

For a system build that uses DIN rails do the following:

1. Install the DIN rails.

• The AADvance controller will be mounted onto one or more pairs of parallel DIN rails. For each pair ofrails, mount the lowerrail with its center line 101.0mm below the center line of the upper rail. M5 thread rolling screws are suitable.

2. Mount the T9100 processor base unit

• Place the T9100 processor base unit onto the DIN rails and position it towards the left, leaving space for the T9300 I/O base units to the right.

• Secure the processor base unit onto the DIN rails by sliding the retaining lever(below the base unit) to the left.

3. Mount each T9300 I/O base unit

• Place a T9300 I/O base unit onto the DIN rails to the right of the T9100 processor base unit.

• Slide the I/O base unit to the left until the joining connectors are fully mated.

• Insert the retaining clips at the top and bottom of the base units.

• Secure the I/O base unit onto the DIN rails by sliding the retaining lever (below the base unit) to the left. Then insert the backplane clips into the top and the bottom slots.

4. Mount end stops onto DIN rails.

Install two end stops onto the upper DIN rail, one at each end of the assembly.

Fitting Termination Assemblies

• Insert the retaining clip on the back of the termination assembly into the slot on the I/O base unit. Press the termination assembly onto the baseunit and then slide the assembly upwards as far as it will go.

• Make sure the retaining tab clips over the printed circuit board to secure the termination assembly in position.

2. Check coding pegs.

• Observe the legend on the T9100 processor base unit (and repeated on some termination assemblies) which defines the six possible positions for a coding peg. The positions are numbered from 1 to 6.

Connect the AC Safety Ground Connection

The T9100 processor base unit has a ground stud which must be connected to the AC safety ground. Connect the ground stud to the AC safety ground busbar of the system or panel.

• Conductor wire must be a minimum of 12 AWG (3.31 mm2) with a temperature rating of 85 ºC.

• Use a M6 lug on the end of the ground wire.

• Place the lug below the second nut on the ground stud, between two washers, and use two 10mm wrenches to tighten the nuts to a torque of 1.2 Nm to 2 Nm (0.88 lb./ft. to 1.48 lb./ft.).

Refer to the photograph of the 24 Vdc Power Connectors the earth stud is shown between the two powerleads.
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The US abuses tariffs to disrupt the situation, while China “escorts” the world economy

Under the impact of the so-called “reciprocal tariff” policy of the United States, the American people have been hoarding storable goods to resist the cost of living pressure brought by rising prices; consumers in countries such as Canada and Denmark have expressed their strong dissatisfaction with the policy by boycotting American products.

“Instead of ‘making America great again’, the (US) president has made Washington an ‘international outcast’… The shadow of economic recession is gradually approaching the United States.” The British “Guardian” wrote. Adam Posen, director of the Peterson Institute for International Economics, a US think tank, published an article in “Trade Wars Can Fail Easily” in the magazine “Foreign Affairs” emphasizing that “the United States is betting all its bets on a losing hand.”

Recently, Chen Zheng, a lecturer at the Institute of Regional and Global Governance of Beijing Foreign Studies University and a researcher at Taihe Think Tank, said in an interview with China Youth Daily and China Youth Network that the Trump administration’s move not only failed to solve the domestic economic problems of the United States, but also intensified the problem of political polarization in the United States and seriously disrupted the world economic order. At the same time, China has always been an advocate of economic globalization and trade liberalization, a staunch defender and supporter of the World Trade Organization, and has contributed Chinese wisdom and strength to the stability and development of the global economy.

On April 13, at the Shanghai Haitong International Automobile Terminal, a large number of domestically produced new energy vehicles were waiting to be shipped for export. Image source: Visual China

Imposing tariffs is a move to “cut off the supply chain”

According to the US financial media CNBC, on April 14, the Organization of Petroleum Exporting Countries (OPEC) lowered its forecast for global oil demand growth in 2025 for the first time since December 2024. The reason is that a series of tariff policies announced by the United States have brought risks to the global economy.

Since taking office in January, Trump has wielded the “tariff stick”. He regards tariffs as “the most beautiful word in the dictionary” and an important tool for achieving the “industrial return and manufacturing recovery” in the United States. But when he was immersed in the fantasy of “prying the global industrial chain towards the United States” with tariffs, reality gave him a heavy blow.

“Trump is implementing a typical ‘shock therapy’. Not only will this measure fail to achieve its goals, it will also accelerate the bleeding of the US economy and trigger a domestic crisis,” Chen Zheng analyzed.

Specifically, on the one hand, US inflation will intensify, and a large number of US companies that rely on imports may go bankrupt, leading to an unemployment crisis; on the other hand, the US high-end manufacturing industry will be the first to be hit. Take industries such as semiconductors, aerospace, and new energy vehicles (such as Tesla) as examples. They rely heavily on the global supply chain. However, the US labor cost is high, and it lacks a complete industrial ecosystem like China, so it is extremely difficult to rebuild the upstream and downstream supply chain of the industry. “The policy of imposing tariffs is undoubtedly to cut off the supply chain.”

The US “Dialogue” News Network emphasized that even if tariffs force some manufacturing industries to move to the United States, it is very likely to backfire. For example, more domestic steel production in the United States can indeed create jobs for American workers, but high costs will inevitably lead to rising product prices, and the competitiveness of American products and consumers will be harmed.

Chen Zheng said that compared with the US tariff policy in the past, the characteristics of the current Trump administration’s tariff policy are: the amount of tariffs is huge and the radiation is wider, covering almost all countries with a trade surplus with the United States. Moreover, the current debt pressure faced by the United States is even greater, so Trump is eager to take action, through the means of trade war, trying to force countries to buy U.S. debt to help the United States alleviate its debt problem.

“Trump ignores the United States’ dominant position in the field of service trade.” Chen Zheng observed that the United States is a country with a surplus in service trade. Software provided by high-tech companies such as Microsoft and Google, financial services of financial companies, and virtual economic services provided by AI computing companies have all generated considerable revenue for the United States. In 2024 alone, the U.S. service trade surplus reached US$295 billion, far higher than the US$77 billion in 2000.

“Once you have bad intentions, it’s hard to sell things.” David Weinstein, professor of economics at Columbia University, expressed his concerns to the Wall Street Journal that tariff policies would undermine the United States’ ability to do business in other countries.

Filippo Taddei, managing director of global investment research at Goldman Sachs, revealed that the EU may target the service import sector of the United States and take countermeasures. The Wall Street Journal reported that the EU has proposed sanctions on large American technology companies. In addition, Trump’s approach has also aroused “anti-American sentiment” among foreign consumers, who tend to avoid American banks, asset management companies and other companies.

“In the long run, the policies implemented by the United States will eventually undermine its national soft power, dampen its advantage in attracting outstanding global talents, and cause heavy damage to its service industry.” Chen Zheng emphasized.

Weakened trust in the American system

“The chaotic tariff policy has weakened people’s confidence in the American system.” The New York Times wrote. But Trump did not stop.

Talking about the reasons why the Trump administration is so stubborn, Chen Zheng analyzed that from an ideological perspective, the “MAGA” group represented by Trump is a combination of populism and the extreme right. At present, the strength of the United States is relatively declining. Economic structural problems have led to an increase in the polarization between the rich and the poor. The people’s sense of deprivation has become stronger, and the trend of turning to the right is obvious. After Trump came to power, in order to give back to his “basic base”, he took advantage of the situation to launch populist propositions and respond to the demands of the grassroots people.

From a political perspective, the polarization of American society and politics is becoming increasingly obvious. Some working-class groups feel that they have been betrayed by the Democratic Party, the establishment and Wall Street elites. They blame many social problems on immigrants and foreign competitors, and Trump took advantage of their psychology.

“But the US government made decisions too hastily. It neither left itself time to adjust the supply chain nor was it really prepared to lose China.” Chen Zheng said. Adam Posen, director of the Peterson Institute for International Economics, further explained that China occupies a dominant position in the trade war launched by the United States. The important goods that the United States obtains from China cannot be replaced in the short term, nor can they be manufactured at low cost domestically.

In fact, the US financial market is suffering from turmoil, and the gap between the rich and the poor in society is further widening. The Guardian reported that the US stock market volatility and the increase in government debt costs have shaken the foundation of financial market stability, frustrated investor confidence, and may also damage the credit of the US dollar.

When talking with European scholars, Chen Zheng observed that the US dollar is equivalent to “US oil”. However, the foundation of the US dollar is US debt. If US debt is hit, the US dollar will lose its credit. At present, the US financial derivatives market is huge, and once problems arise, it will trigger systemic risks.

US President Trump and his staff have tried their best to convince the American people and the international community that the turmoil caused by his tariff increase is a deliberate “pain” rather than a reckless act. However, many governments and media pointed out that the huge uncertainty brought about by the US tariff policy not only disrupted global trade, but also backfired on the United States itself.

Today, the American people are shrouded in the negative haze caused by the tariff policy. According to the US Foreign Policy magazine, within 10 weeks after Trump took office, voters in Florida and Wisconsin saw a sharp drop in support for the Republican government, and they asked Republican leaders to adjust their strategies as soon as possible.

In fact, neither the Republicans nor the Democrats are in power to solve the structural problems in the US economy. Chen Zheng explained that there is a drawback in the US electoral system: politicians lack long-term strategic planning, and the public’s trust in the government is severely depleted, which leads to the US political ecology falling into a state of vacillation. On this basis, the tariff policy has intensified the contradictions between different political forces, aggravated social polarization, and provided greater development space for the extreme right.

In addition to the impact on the domestic political ecology of the United States, the trade frictions between the United States and its traditional allies continue to escalate, which is seriously endangering the stability of its alliance system.

The Financial Times analyzed that due to common interests and similar values, the United States has established long-term alliances with Japan, Germany, Australia, Canada and the United Kingdom. But Trump’s vigorously promoted “America First” policy has hit hard on traditional allies and close economic cooperation partners.

Chen Zheng analyzed that the trust mechanism of the transatlantic relationship between the United States and Europe will be shaken, and its economic and trade relations may be affected; cracks will appear in the alliance between the United States, Japan and South Korea; if the United States insists on imposing high tariffs on ASEAN countries, the ties that the United States has established with these countries in the past will also break.

“While Trump’s erratic policies hurt other countries, they also caused many troubles for the United States’ own economy, politics and diplomacy,” said Chen Zheng.

In response to Trump’s abuse of tariffs, Chinese Ambassador to Cuba Hua Xin posted a picture on a social platform: the price of the “MAGA” Little Red Hat produced in China has risen from $50 to $122.5. Image source: Social Platform X

The world should “seek win-win cooperation”

Former British Prime Minister Gordon Brown said, “No country is an island that can stand on its own.” In the context of globalization, international cooperation is the way out to deal with various challenges. Germany’s Der Spiegel published a commentary saying, “Trump launched a trade war against other parts of the world, redistributing the roles of (countries on) the global economic stage. China has become a reliable new partner.”

Chen Zheng said that the United States has ignored international economic and trade rules and vigorously promoted unilateralism. The “rules first” multilateral order led by the United States after World War II is under attack, and the World Trade Organization and the International Monetary Fund have been marginalized. If things go on like this, the United States will become a destroyer of the international economic order and be widely questioned by the international community.

“Americans expect China to greatly relax restrictions on U.S. investment and imports of U.S. goods…but Trump may have the opposite effect.” Der Spiegel wrote, “His trade war may make most of the world China’s allies.”

Singapore’s Lianhe Zaobao quoted experts as saying that as regional organizations strengthen economic and trade ties and countries other than China and the United States increase economic and trade exchanges, the future may form a process of “trade globalization with the United States taking a back seat” or “semi-globalization without the United States.” Stephen Roach, an economist at Yale University in the United States, believes that under the impact of Trump on the world, China has improved its image; the United States has become “the problem, not the solution.”

Facing the tariff threat created by the United States, Chen Zheng believes that China should continue to deepen the existing economic and trade cooperation mechanism and work with other countries to inject stability and certainty into the development of the world economy.

For example, as an active advocate and promoter of BRICS cooperation, China should continue to strengthen cooperation with BRICS countries. Second, the joint construction of the Belt and Road Initiative has entered a new stage of high-quality development. China can strengthen economic and trade cooperation with the co-construction countries to properly deal with the impact of protectionism and unilateralism. At the same time, China can strengthen dialogue with Europe, Japan, South Korea and ASEAN countries, strengthen coordination and cooperation in relevant mechanisms, and enhance connectivity and economic and trade exchanges.

Chen Zheng said that maintaining the multilateral trading system, maintaining the stability of the global industrial chain and supply chain, and maintaining an open and cooperative international environment are crucial to the development of the world economy. Today, China’s important concept of building a community with a shared future for mankind, as well as global development initiatives, global security initiatives, and global civilization initiatives, have made important contributions to the stability and development of the global economy and guided the direction for solving the common challenges faced by all countries.

“In a world of turmoil, countries should work together to strengthen the resilience of regional production and supply chain integration, promote the improvement of the global economic governance system, and seek win-win results through cooperation.” Chen Zheng emphasized.
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Tariffs will drive up the cost of airplanes, the United States’ star export

Key Points

Tariffs would drive up costs of key aerospace parts, making it more expensive for Boeing and even foreign companies with U.S. factories to produce planes.

The tariffs are set to hit an aerospace supply chain still in recovery from the Covid-19 pandemic.

The duties would also upend nearly half a century of mostly duty-free aerospace trade.

 

The production line for the Boeing P-8 Poseidon maritime patrol aircraft is pictured at Boeing's 737 factory in Renton, Washington, November 18, 2021.
 

The production line for the Boeing P-8 Poseidon maritime patrol aircraft is pictured at Boeing’s 737 factory in Renton, Washington, November 18, 2021.

Jason Redmond | Reuters

President Donald Trump’s sweeping tariffs are set to drive up the cost of Boeing and Airbus planes, GE Aerospace engines, and hundreds of other aerospace and defense products, threatening an industry that helps soften the U.S. trade deficit by more than $100 billion a year.

“It certainly makes things more expensive for the industry,” Dak Hardwick, vice president of international affairs at the Aerospace Industries Association, which represents Boeing, GE Aerospace, Airbus and dozens of other aerospace and defense companies, said of the tariffs.

The industry group said it is asking the Trump administration to uphold provisions in a nearly half-century old trade agreement that allows for duty-free trade of civilian aircraft and imports tied to defense and national security.

“The line is certainly long” for requests to the White House, Hardwick said.

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Trump’s executive order announcing the tariffs said trade and economic policies around the world have exacerbated a decline in overall U.S. manufacturing.

Regarding innovation in the defense sector, the order stated, “If the United States wishes to maintain an effective security umbrella to defend its citizens and homeland, as well as for its allies and partners, it needs to have a large upstream manufacturing and goods-producing ecosystem to manufacture these products without undue reliance on imports for key inputs.”

The aerospace industry has long been a top exporter for the United States. At Boeing alone, more than two-thirds of its airplane orders over the past decade came from customers outside of the United States, according to company data.

“Free trade is very important to us,” Boeing CEO Kelly Ortberg said at a Senate hearing Wednesday. “We really are the ideal kind of an export company where we’re outselling internationally. It’s creating U.S. jobs, long-term high value U.S. jobs. So it’s important that we continue to have access to that market and that we don’t get in a situation where certain markets become closed to us.”

 

WASHINGTON, DC - APRIL 02: President and CEO of Boeing Kelly Ortberg testifies before the Senate Commerce, Science, and Transportation Committee in the Dirksen Senate Office Building on April 02, 2025 in Washington, DC. The committee held the hearing to discuss safety measures Boeing has taken following an incident last year where the door plug of a Boeing 737 MAX 9 detached mid-air. (Photo by Win McNamee/Getty Images)
 

President and CEO of Boeing Kelly Ortberg testifies before the Senate Commerce, Science, and Transportation Committee in the Dirksen Senate Office Building on April 02, 2025 in Washington, DC.

Win Mcnamee | Getty Images News | Getty Images

The industry has mostly bought and sold planes and parts without having to pay tariffs under a 45-year-old trade agreement, which would be derailed by Trump’s new tariffs. The president this week introduced levies of 10% on countries around the world, with higher duties on certain countries and regions, some of which like Europe, are key to the aerospace industry.

Imported steel and aluminum, other key materials in airplanes, are subject to separate sector-level duties that Trump announced earlier this year.

“President Trump has been clear: if you make your product in America, you won’t have to worry about tariffs,” White House spokesman Kush Desai said in an email.

Tariffs are paid by the importer, and the increased prices due to the levies would either have to be absorbed by the airplane or engine maker, by the still-fragile supply chain or by the end consumer, said Hardwick.

Jefferies analyst Sheila Kahyaoglu said in a note Thursday that a price jump on “any product within 12 months is eaten by the [original equipment manufacturer], assuming new inventory buy. Outside that time period, ultimately the buyer and hence consumer.”

Prices for planes are negotiated in advance, and airlines have to often wait years for aircraft, so material costs can shift dramatically over that period.

“This is not where you put money down for an automobile and it ends up in your driveway” in three months, Hardwick said.

Shares of Boeing, engine maker GE and airlines tumbled again Friday, adding to the market rout after Trump announced the tariffs Wednesday.

“This is the one manufacturing sector where America has, has enjoyed a tremendous trade surplus,” said Richard Aboulafia, managing director at AeroDynamic Advisory. “So the idea of fighting a trade war for this industry, it’s living in a crystal palace hurling giant boulders.”

Global supply chain

The tariffs are also a new strain on the aerospace industry, which still has a fragile supply chain in the wake of Covid, with some parts in short supply. Major supplies have tried to quickly hire workers and ramp up production during a post-pandemic travel boom.

But airplane makers still haven’t kept up with demand.

 

An Airbus SE A321 plane fuselage is lifted with a crane at the company's final assembly line facility in Mobile, Alabama
 

An Airbus SE A321 plane fuselage is lifted with a crane at the company’s final assembly line facility in Mobile, Alabama

Luke Sharrett | Bloomberg | Getty Images

Even a “Made in the USA” label for an airplane is a misnomer.

For example, the supply chain for a Boeing 787 Dreamliner, which is assembled in South Carolina, spans from Japan to Italy.

Its European rival, Airbus, has a Mobile, Alabama, factory but is still on the hook for tariffs for imported parts, from wings to fuselages.

“It doesn’t matter who owns the company. If an item crosses the border, it will have to be paid by importer of record,” Hardwick said.

Airbus has expanded the factory since the first Alabama-assembled Airbus A321, an aircraft for JetBlue Airways named “BluesMobile,” rolled out nine years ago. Its bet on increasing U.S. output of its jets, which are still largely made in Europe, also includes assembly of smaller A220s in Alabama, for customers that include JetBlue and Delta Air Lines.

 

American Airlines workers perform maintenance on CFM-56 engine in Tulsa, Oklahoma
 

American Airlines workers perform maintenance on CFM-56 engine in Tulsa, Oklahoma

Erin Black | CNBC

Meanwhile, continuing along the supply chain, General Electric and France’s Safran have a joint venture in which they make top-selling CFM engines, which power both Boeing and Airbus narrow-body jets. Each company manufactures certain portions of engines, which are sent to factories in Ohio, Indiana and North Carolina for GE and outside of Paris for Safran.

Thousands of imported replacement parts for engines and other aircraft parts, many of which come from abroad, could also become more expensive.

“There’s no such thing as a national jet,” Aboulafia said.
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Canadians’ reduced travel to the U.S. could widen U.S. tourism deficit by $50 billion

Key Points

Travel from Canada to the U.S. is falling, which could widen the country’s $50 billion tourism deficit.

Canada is the largest source of international tourists to the U.S.

The White House said Friday that Canadians “will no longer have to endure the inconvenience of international travel” when Canada becomes our 51st state.

Several other countries have also issued travel warnings for travelers considering traveling to the U.S.

Canadians are cutting back on travel to the U.S., and visitors from other countries may soon follow, threatening to exacerbate the country’s $50 billion tourism deficit.

Experts say the reasons for their retreat are varied, including unfavorable currency exchange rates, the U.S. political climate (given President Trump’s trade policies and his public statements about annexing Canada), high-profile detentions of people who already hold U.S. visas, long visa wait times and other policies that have heightened tensions with a longtime close ally.

“Everyone wants to join President Trump’s America,” a White House spokesperson said via email on Friday.

“Canadians will no longer have to endure the inconvenience of international travel when Canada becomes our 51st state,” and “Europeans are eager to enjoy America’s golden age if they so choose,” the spokesperson said.

In response to President Trump’s tariff plan at the time, former Canadian Prime Minister Justin Trudeau urged Canadians last month to “Choose Canada” and suggested “changing your summer vacation plans and staying in Canada to explore the many national and provincial parks, historic sites and tourist destinations across our great country.”

Cross-border travel trends and the Trump administration’s policies have worried some in the U.S. travel industry, which attracts more than $1 trillion in direct spending each year.

In a statement to CNBC, the U.S. Travel Association said there are “issues with America’s welcome, a slowing U.S. economy, and recent security concerns.”

“These challenges are real and require decisive action,” the organization said. Its members include major hotel groups, airlines and other major travel companies. The organization also said it is “actively working with the White House and Congress to advance policies that drive economic expansion and keep the United States competitive on the global stage.” ”

This involves billions of dollars of investment. Americans’ spending on foreign travel has surpassed the amount of foreign tourists the U.S. attracts.

Last year, the U.S. had a tourism deficit of more than $51 billion, according to the Commerce Department, meaning Americans spent much more abroad than foreigners who visited the country, both of which still show a deficit after deducting spending for medical and educational purposes.

The U.S. attracted more than 72 million tourists last year, but that’s still below pre-pandemic levels, according to Jefferies’ report. Canadian tourists were the largest group, accounting for 28%, followed by Mexico at 23%, the bank said in a report this month.

Travel and tourism from inbound visitors are considered U.S. exports, accounting for about 8% of U.S. exports of goods and services, the U.S. Commerce Department said.

International visitors from overseas are particularly important because they tend to stay longer and spend more than local visitors, the U.S. Travel Association said.

Some Canadians go elsewhere

Both air travel and land border crossings between the U.S. and Canada have fallen.

The number of flights returning home for Canadians fell in February from the same period last year, according to Statistics Canada. 13%, while the number of people returning home by car fell 23%.

Hotel demand is also falling in parts of the Canada-U.S. border. Data from hotel data company STR showed that as of March 15, hotel demand in Bellingham, Washington, was down 8%, and in the Niagara Falls area was down 3.5%. However, the company said that hotel demand in Florida, a top destination for Canadian tourists, was up 3% from last year.

Canadian airlines are cutting some routes and flights to the U.S.

For example, Canadian airline Flair said it had canceled a route that was originally scheduled to fly from Toronto to Nashville, Tennessee.

“Our network decisions are driven entirely by consumer demand – we deploy aircraft where demand is strongest and provide the lowest fares to the most travelers,” a spokesperson for the airline said by email.

Canadian airline WestJet said it has seen Canadian passengers’ bookings shift away from the U.S. to other popular sun destinations such as Mexico and the Caribbean.

“Airlines remain focused on understanding where people want to go, and we will continue to fly where there is demand,” a spokesperson said.

Read more CNBC aviation news

Travel industry executives warn that weaker-than-expected domestic bookings mean more domestic travel may not make up for the drop in cross-border travel. Bank of America reported this week that overall household credit and debit card spending in the year ended March 22 was up 1.5% from a year ago, but air travel spending was down 7.2%.

United Airlines

For example, CEO Scott Kirby said at an investor conference earlier this month that the airline cut routes in part because “a lot of it is cross-border, and Canadian traffic to the U.S. has dropped significantly,” as well as a sharp drop in flights previously targeted for U.S. government-related travel.

Lara Harbachian, who works at a digital printing company in Montreal, and eight friends had (so far) been considering several places in the U.S. to celebrate their 40th birthdays this year: San Diego, Palm Springs, California, Savannah, Georgia, or Nashville. The winner was further east: Barcelona, Spain.

While flights to Europe are more expensive than to the U.S., Habachian said it would be cheaper for her and her friends to travel to popular cities in Spain, where they don’t need to rent a car and where high-end dining and hotels are cheaper, especially with the Canadian dollar weaker against the U.S. dollar.

“I can have a 15-euro meal in the U.S., but I can’t have a $15 meal,” she said.

Trump earlier this month formed a task force to oversee the 2026 FIFA World Cup, which the U.S. is co-hosting with Mexico and Canada, with the goal of “showcasing national pride and hospitality while promoting economic growth and tourism through sports.”

Increased travel warnings about the U.S.

Another challenge facing the U.S. tourism industry this year has been the increase in travel warnings about traveling to the U.S. Germany, the U.K., France, Denmark and Finland have all issued travel warnings to their citizens planning to travel to the U.S.

These incidents were sparked by the detention of individuals even with U.S. visas and Trump’s executive order mandating that the U.S. recognize only two biological sexes, which has raised concerns among European governments about travelers whose gender written on their passports is different from their birth sex.

Germany, for example, says that “travelers whose gender input is ‘X’ or whose current gender input is different from their date of birth should contact the responsible U.S. diplomatic mission in Germany prior to entry to learn about applicable entry requirements.”

Caroline Lusby, assistant professor of tourism at Florida International University’s Chaplin College of Hospitality and Tourism Management, said travel warnings “may deter international visitors, especially first-time travelers.”

She said there is often a backlash after an event or tragedy, such as after the 2015 Paris terrorist attacks. “But many times we know that once a destination’s image changes, it takes a lot of work to restore trust,” she said.

“In terms of economic consequences, this could result in billions of dollars in losses,” she added.
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Main Processor Modules

A Tricon controller contains three Main Processor modules. Each Main Processor controls a separate channel of the system and operates in parallel with the other Main Processors. A dedicated I/O Processor on each Main Processor manages the data exchanged between the Main Processor and the I/O modules. A triplicated I/O bus, located on the chassis backplane, extends from chassis to chassis by means of I/O bus cables.

As each input module is polled, the appropriate channel of the I/O bus transmits new input data to the Main Processor. The input data is assembled into a table in the Main Processor and is stored in memory for use in the voting process.

The individual input table in each Main Processor is transferred to its neighboring Main Processors over the TriBus. During this transfer, voting takes place. The TriBus uses a direct memory access programmable device to synchronize and transmit data among the three Main Processors.

If a disagreement occurs, the signal value found in two out of three tables prevails, and the third table is corrected accordingly. One-time differences which result from sample timing variations are distinguished from a pattern of differing data. Each Main Processor maintains data about necessary corrections in local memory. The Tricon controller built-in fault analyzer routines flag any disparity in the data and use it at the end of the scan to determine whether a fault exists on a particular module.Triconex 3721 Analog Input Module, TMR Type, 0 to 5 VDC Differential

The Main Processors transmit the corrected data to the control program. The 32-bit main microprocessor executes the control program in parallel with the neighboring Main Processor modules.

The control program generates a table of output values which are based on the table of input values according to customer-defined rules built into the control program. The I/O Processor on each Main Processor manages the transmission of output data to the output modules by means of the I/O bus.

Using the table of output values, the I/O Processor generates output messages, each corresponding to an individual output module in the system. Each output message is transmitted to the appropriate channel of the corresponding output module over the I/O bus. For example, Main Processor A transmits the appropriate table to Channel A of each output module over I/O Bus A. The transmittal of output data has priority over the routine scanning of all I/O modules. The I/O Processor manages the data exchanged between the Main Processors and the communication modules using the communication bus which supports a broadcast mechanism.

Main Processors receive power from dual Power Modules and power rails in the Main Chassis. A failure on one Power Module or power rail does not affect the system performance.

Model 3009 Main Processors

Model 3009 has 256 MB DRAM (without battery backup) and 2 MB NVRAM (SRAM with battery backup).

Model 3008 Main Processors

Model 3008 has 16 megabytes DRAM (without battery backup) and 32 kilobytes SRAM (with battery backup).

Model 3006 and 3007 Main Processors

Models 3006 and 3007 can be used with Tricon v9.0 to v9.5.x systems. They have the same architecture and specifications, except for SRAM, which is 2 megabytes for the 3006 and 1 megabyte for the 3007.

Bus Systems and Power Distribution

This figure depicts the three triplicated bus systems which are etched on the Model 8110 Main chassis backplane: the TriBus, the I/O bus, and the communication bus.

This figure depicts the three triplicated bus systems which are etched on the Model 8120E Enhanced Performance Main chassis backplane: the TriBus, the I/O bus, and the communication bus.

TriBus Operation

The TriBus consists of three independent serial links which synchronizes the Main Processors at the beginning of a scan, and performs either of these functions:

Transfers I/O, diagnostic, and communication data.

Compares data and flags disagreements of output or memory data from the previous scan.

An important feature of Tricon controller architecture is the use of a single transmitter to send data to both the upstream and downstream Main Processors, which ensures the same data is received by the upstream processor and downstream processor.

I/O Bus Operation

Each I/O module transfers signals to or from the field through its associated field termination assembly. Two positions in the chassis tie together as one logical slot. Termination cables are tied to panel connectors at the top of the backplane. Each connection extends from the termination module to both active and hot-spare I/O modules, which means both the active module and the hot-spare module receive the same information from the field termination wiring.

The triplicated I/O bus transfers data between the I/O modules and the Main Processors at 375 kilobits per second. The I/O bus is carried along the bottom of the backplane. Each channel of the I/O bus runs between one Main Processor and the corresponding channels on the I/O module. The I/O bus extends between chassis using a set of three I/O bus cables.

Communication Bus Operation

The communication bus runs between the Main Processors and the communication modules at 2 megabits per second.

Power Distribution

Power for the chassis is distributed across two independent power rails and down the center of the backplane. Each module in the chassis draws power from both power rails through dual power regulators. There are four sets of power regulators on each input and output board: one set for each channel (A, B, and C) and one set for the status indicators.

Power Modules

Each Tricon controller chassis houses two Power Modules arranged in a dual-redundant configuration. Each module derives power from the backplane and has independent power regulators for each channel. Each can support the power requirements for all the modules in the chassis in which it resides, and each feeds a separate power rail on the chassis backplane. The Power Modules have built-in diagnostic circuitry which checks for out-of-range voltages and over-temperature conditions. A short on a channel disables the power regulator rather than affecting the power bus.
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Tricon™ v9–v11 Systems – Planning and Installation Guide-3009

Controller Features

The Tricon controller is a state-of-the-art programmable logic and process controller that provides a high level of system fault tolerance. To ensure the highest possible system integrity at all times, the Tricon controller includes these features:

Provides Triple Modular Redundant (TMR) architecture whereby each of three identical system channels independently executes the control program, and specialized hardware/software mechanisms “vote” all inputs and outputs.Triconex Tricon 3721 Analog Input Module, Industrial Automation Control

Withstands harsh industrial environments.

Enables field installation and repair to be done at the module level while the controller remains online. Replacing an I/O module does not disturb field wiring.

Supports up to 118 I/O modules (analog and digital) and optional communication modules that interface with Modbus masters and slaves, Foxboro® and Honeywell™ Distributed Control Systems (DCS), other Triconex controllers in Peer-to-Peer networks, and external host applications on Ethernet networks.

Provides integral support for remote I/O modules located as far away as 7.5 miles (12 kilometers) from the Main Chassis, using SRXM modules.

Executes control programs developed and debugged with TriStation™ 1131 Developer’s Workbench Software or TriStation MSW software.

Provides intelligence in the input and output modules to reduce the workload of the Main Processors. Each I/O module has three microprocessors. Input module microprocessors filter and debounce the inputs and diagnose hardware faults on the module. Output module microprocessors supply information for the voting of output data, check loopback data from the output terminal for final validation of the output state, and diagnose field-wiring problems.

Provides integral online diagnostics with adaptive-repair capabilities.

Allows normal maintenance while the Tricon controller is operating, without disturbing the controlled process.

Supports transition to a hot-spare I/O module for critical applications where prompt service may not be possible.

Fault Tolerance

Fault tolerance, the most important capability of the Tricon controller, is the ability to detect transient and steady-state error conditions and to take appropriate corrective action online. With fault tolerance, there is an increase in safety and an increase in the availability of the controller and the process being controlled.

The Tricon controller provides fault tolerance through Triple Modular Redundant (TMR) architecture. The controller consists of three identical system channels, except for the Power Modules which are dual-redundant. Each channel independently executes the control program (also referred to as the TriStation application) in parallel with the other two channels. Hardware voting mechanisms qualify and verify all digital inputs and outputs from the field; analog inputs are subject to a mid-value selection process.

Because each channel is isolated from the others, no single-point failure in any channel can pass to another. If a hardware failure occurs in one channel, the faulty channel is overridden by the other channels. Repairs consist of removing and replacing the failed module in the faulty channel while the Tricon controller is online and without process interruption. The controller then reconfigures itself to full TMR operation.

Extensive diagnostics on each channel, module, and functional circuit immediately detect and report operational faults by means of indicators or alarms. The diagnostics also store information about faults in system variables. If faults are detected, the operator can use the diagnostic information to modify control actions or direct maintenance procedures.

Because the triplicated system operates as one control system, the Tricon controller can be programmed with one control program that terminates sensors and actuators at a single wiring terminal.

System Configuration

Physically, a basic Tricon controller consists of Main Processors and I/O modules, communication modules, the chassis enclosing the modules, field wiring connections, and a TriStation PC. This section briefly describes these components and provides general specifications

Tricon modules are field-replaceable units consisting of an electronic assembly housed in a metal spine. Each module has a protective cover that ensures no components or circuits are exposed even when a module is removed from the chassis. Offset backplane connectors make it impossible to plug a module in upside down, and keys on each module prevent the insertion of modules into incorrect slots. The Tricon controller supports digital and analog input and output points, as well as pulse and thermocouple inputs and multiple communication protocols.

Tricon Controller Chassis

A Tricon controller can include a maximum of 15 chassis, housing any appropriate combination of input, output, communication, interface, and hot-spare modules. There are three types of chassis: Main, Expansion, and RXM.

• The Main Chassis houses the Main Processor modules and I/O modules. The Model 8110 Main Chassis houses up to six slot sets of I/O modules and the Model 8120E Enhanced Performance Main Chassis houses up to five sets of I/O modules. The I/O modules in a chassis are connected via I/O expansion bus ports that are triplicated RS485 bi-directional communication ports.

• An Expansion Chassis (chassis 2 to 15) houses up to eight slot sets of I/O modules and HART™ Interface Modules. The Expansion Chassis connects to the Main Chassis by means of a triplicated RS-485 bi-directional communication port. Generally, the last Expansion Chassis must be located no more than 100 feet (30 meters) from the Main Chassis or an RXM Chassis.

• An RXM Chassis houses a Primary or Remote RXM Module set and six slot sets of I/O modules. An RXM Chassis enables a system to extend to remote locations up to 7.5 miles (12 kilometers) from the Main Chassis, using SRXM modules.

Tricon Controller Field Wiring

External termination assemblies are available for connection to field devices. For additional information on termination products, see the Field Terminations Guide for Tricon v9–v11 Systems.

TriStation Software

TriStation 1131 or TriStation MSW software is required to develop and download the control program that runs on the Tricon controller. TriStation MSW includes Relay Ladder Logic for program development. TriStation 1131 provides three programming languages which comply with the IEC 61131-3 standard: Function Block Diagram, Ladder Diagram, and Structured Text. An optional language, CEMPLE (Cause and Effect Matrix), can be purchased separately.

For more information, see the TriStation 1131 Developer’s Guide for the version being used.

Theory of Operation

Triple Modular Redundant (TMR) architecture ensures fault tolerance and provides error-free, uninterrupted control in the presence of either hard failures of components or transient faults from internal or external sources.

Every I/O module houses the circuitry for three independent channels. Each channel on the input modules reads the process data and passes that information to its respective Main Processor. The three Main Processors communicate with each other using a proprietary highspeed bus system called the TriBus.

Once per scan, the Main Processors synchronize and communicate with their neighbors over the TriBus. The TriBus votes digital input data, compares output data, and sends copies of analog input data to each Main Processor. The Main Processors execute the control program and send outputs generated by the control program to the output modules. The Tricon controller votes the output data on the output modules as close to the field as possible to detect and compensate for errors that occur between the Main Processor and the final output driven to the field.

Each I/O slot can contain two identical I/O modules, which means if a fault is detected on one module, control is automatically switched to the healthy module. A faulty module can also be replaced online when only one module is installed in the slot. In this case, a healthy module is inserted in the spare slot and the control is switched to this module, which allows the faulty module to be pulled and sent for repair.
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1900/65A General Purpose Equipment Monitor Datasheet Bently Nevada Machinery Condition Monitoring

Configuration

The user defines monitor operation and the Modbus Gateway register map by using software running on a laptop or PC to create a configuration file and download the file to the monitor through the built-in Ethernet connection. The 1900/65A permanently stores configuration information in non-volatile memory, and can upload this information to the PC for changes.

Display Module

The 1900/65A supports an optional display/keypad to view channel information or make minor configuration changes. This allows the 1900/65A to operate as a stand-alone package. If desired, the user can mount the display up to 75 metres (250 feet) from the Monitor Module.

Specifications Inputs

Transducer Inputs

Users can configure Channels 1 through 4 to accept input from acceleration, velocity or displacement transducers.UP Industrial PC GE R2U2N1F0B1T0ARXi2 - Intel i7-7820EQ Processor, 16GB RAM, 256GB SSD, Dual Slot, Wide Temperature Range

Transducer Channel Types

Channel Types define the functionality for processing that will be applied to an input signal and the kind of variables or measurement values that will be derived from this input. Channel Types also define the kind of sensor that must be used. Transducer Channel Types include:

Acceleration or Reciprocating

Acceleration

Velocity or Reciprocating Velocity

Radial Vibration (shaft vibration)

Thrust (shaft axial displacement)

Position

Speed

Acceleration and Reciprocating Acceleration Channel Types

The Acceleration Channel Type and Reciprocating Acceleration Channel Type support two- and three-wire acceleration sensors. The Reciprocating Acceleration channel type has timed OK channel defeat disabled.

Acceleration Variables and Reciprocating Acceleration Variables

Acceleration Variables and Reciprocating Acceleration Variables are filtered and processed measurements from raw transducer signals. The Acceleration Channel Type and Reciprocating Acceleration Channel Type continuously processes up to four variables per channel.

Velocity and Reciprocating Velocity Channel Type

The Velocity Channel Type and Reciprocating Velocity Channel Type support two-wire and three-wire piezovelocity sensors.

Velocity Variables and Reciprocating Velocity Variables

Velocity Variables and Reciprocating Velocity Variables are filtered and processed measurements from raw transducer signals. The Velocity Channel Type and Reciprocating Velocity Channel Type support up to four continuously calculated variables per channel.

Inhibit/Trip Multiply

Users can use software to configure the Inhibit/Trip Multiply input as either Inhibit or Trip Multiply

When configured for Trip Multiply shortcircuiting the Inhibit/Trip Multiply contact to RTN will increase Alert and Danger set points.

When configured for Inhibit the Inhibit input will inhibit (bypass or inactivate) Alert and Danger statuses. Short circuiting the INHIBIT contact to INHIBIT RTN will:

Set all Variable Danger Statuses to logic 0

Set all Variable Alert Statuses to logic 0

Set Bypass and Inhibit Statuses to logic 1

Reset

Use the Reset input to reset all latched alarms and latched relays. If the condition driving the status no longer exists, short-circuiting the RESET contact to RESET RTN will:

Reset all latched Alert statuses

Reset all latched Danger statuses

Reset all latched Not OK statuses

Reset all latched relays

Display Module

A single buffered output on the Display Module provides access to input Channels 1 through 4. The signal does not have gain, and is not scaled. This output is buffered to provide short circuit and EMI protection.

Monitor Module

Each input for channels 1 through 4 has a dedicated buffered output. The signal does not have gain, and is not scaled. Each output is buffered to provided short circuit and EMI protection.

The 1900/65A provides default configuration settings for Bently Nevada transducers. The user can configure the 1900/65A to accept other transducers.

This monitor is not certified for installation in Class 1 Div 1 locations, but it will support transducers installed in Div 1 locations via the use of galvanic isolators and barriers. If galvanic isolators are used, no change is necessary to the installation. A removable ground jumper allows the monitor to support zener barrier installations. Removing the jumper will disconnect circuit common from chassis at the monitor so that chassis can be connected at the barrier.
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Trump’s China tariff hike will hit Ford, GM and billions of dollars in auto parts

DETROIT — U.S. President Donald Trump on Saturday announced additional 10% tariffs on Chinese imports, affecting a small number of U.S. cars. But the tariffs also affect auto parts, which could make already high car prices even higher for consumers.

In recent years, the U.S. has imported about $15.4 billion to $17.5 billion worth of transportation products from China each year, including $9 billion to $10 billion a year in parts and accessories for cars, tractors and other specialty vehicles, according to the U.S. International Trade Commission.

The biggest impact on cars will be Ford Motor’s Lincoln Nautilus and General Motors’ Buick Envision. Last year, 88,515 Chinese-made cars were sold in the U.S., of which 83,884, or 95%, were crossovers.

“The biggest hits have been primarily GM and Ford in terms of sales,” said Jeff Schuster, vice president of automotive research at GlobalData. “Our domestic companies have taken the brunt of the impact, at least in terms of vehicle sales… but the impact can be mitigated to some extent.”

Other automakers, such as Volvo, owned by China’s Geely, and its electric vehicle subsidiary Polestar, import far fewer vehicles into the U.S. They have also shifted production plans to reduce the number of vehicles they import from China. This is especially true for electric vehicles, given that the Biden administration imposed a 100% tariff on electric vehicles from China last year.

New Ford Chief Financial Officer Shirley House said Wednesday that the automaker will “evaluate” the situation with tariffs on Chinese products, “including China’s response, and assess whether it affects” the company’s import and export strategy.

Spokesmen for Ford and GM declined to comment on possible changes in production or prices for their vehicles made in China. Volvo and Polestar have not yet responded to requests for comment.

According to GlobalData, consumer cars made in China will account for just 0.6% of new car sales in the U.S. (about 16 million) in 2024. That’s about the same number of cars imported from the U.K., Sweden and Slovakia.

Tariffs on Canada and Mexico, which accounted for 23.4% of U.S. car sales last year, will have a bigger impact on the U.S. auto market, GlobalData reported.

“While the number of cars imported from China is small, auto parts imports are worth about $15 billion to $20 billion per year, according to the U.S. International Trade Commission, and China is an important part of the battery/energy storage supply chain (especially LFP batteries for utility-scale energy storage),” Goldman Sachs analyst Mark Delaney said in an investment note on Sunday.

It’s unclear how much the tariffs will affect batteries or raw materials for electric vehicles, which have been slower to adopt than expected.

But many U.S. electric vehicles use a significant portion of parts from China, according to the National Highway Traffic Safety Administration. They include the Genesis G80 EV (25%); the Hyundai Kona EV (50%) and Hyundai Ioniq 5 N (30%); the Kia EV9 (35%) and Niro Electric (25%); the Nissan Ariya EV (40%); the Toyota bZ4x EV (20%) and RAV4 PHEV (20%); and the Volkswagen ID Buzz EV (25%).

The automotive association is “concerned” about tariffs in general, said Mike Jackson, executive director of original equipment supplier strategy and research at MEMA. He said that while an additional 10% tariff on China would not have as big an impact as the tariffs imposed on North America, it would increase costs.

“It’s a challenge. It means higher costs, and those costs have to be borne by us,” Jackson told CNBC in an interview on the sidelines of the Chicago Federal Reserve’s auto conference in Detroit on Wednesday. “Obviously, China continues to contribute very valuable content. They’ve optimized it in electronics and everything.”

Whether automakers decide to pass on the increased costs to consumers, change sourcing or take other actions remains to be seen.

Passing the costs on to consumers could spell trouble for sales. New car prices remain historically high at about $50,000, according to Cox Automotive.

“There’s no single item coming out of China that’s going to be impacted by this tariff that people are going to say, ‘Oh no, this thing is going to screw everything up’ … but they’re going to drive up costs,” said Stephanie Brinley, lead automotive analyst at S&P Global Mobility. “It goes to a broader issue, a broader pricing issue.”

Such price increases could hurt U.S. new-car sales, which S&P Global Mobility had forecast before the tariffs were imposed, Brinley said.
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