Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We understand that one of the main risks in today's environment is a global economic slowdown due to the current tariff situation, which could impact uncoated freesheet demand.
The uncertainty around these actions, along with retaliatory tariffs imposed by other countries, have introduced increased volatility in global trade policies and supply chains.
we're in a little bit of a wait and see with the impact of tariffs.
Pembina does not expect any material impact to its guidance from tariffs on U.S. energy imports.
The tariff situation remains dynamic. Should the tariffs be widespread and more durable, there could be secondary and tertiary impacts on the portfolio.
Changing tariffs and trade policies are causing currency variability, impacting supply chains and tightening enterprise and government budgets.
The recent tariff actions and volatility in capital markets have slowed what was an active M&A pipeline for us.
We just look up, we took a prospective look with respect to where there could be impacts and just from high exposure.
despite the significant current market uncertainty associated with tariffs and geopolitical events, we continue to be confident in the ability of our portfolio companies to successfully navigate the current environment.
We estimate our total tariff exposure is approximately 1% to 2% of our $11.5 billion updated capital expenditure plan, prior to further mitigation by our team.