Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
After discussion with our suppliers, we currently estimate Energy Resources has less than $150 million in tariff exposure through 2028 on over $75 billion in expected capital spend.
For those products that are impacted, we have already been working with our customers to minimize the impact.
The tariff situation is quite dynamic and fluid... the uncertainty that the tariffs situation creates.
Despite the uncertainty with tariffs, our teams in Texas and Oklahoma are optimistic based on conversations with our customers about their outlook and plans.
We are carefully monitoring the potential impact of proposed tariffs on our business.
we do not currently anticipate a material impact on our business from recently introduced or discussed tariffs.
announced tariffs could be a headwind to volumes for the remainder of the year.
we anticipate continued ambiguity relative to domestic and foreign tariff actions and their effect on global trade and our demand trends.
the recent volatility due to tariff uncertainty, which has impacted markets and raised recession concerns.
Some of that is probably going to be a tariff impact on parts and repairs.