Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
the uncertainty out there, obviously, is tariffs. We are in the 90-day hold period, but a lot of uncertainty on the back end of this, what that does to overall cost structure.
we expect the 2025 net impact of tariffs to be approximately $10 million above two-thirds within our Aerospace & Industrial segment and one-third in Naval & Power.
We expect minimal impact to the electricity segment project development due to its limited exposure to China and the improved permitting process expected to be implemented in the United States.
Some of the price increase we've seen, whether it be urea or UAN, may be from the imposition of tariffs from those countries that have the 10% imposed on them.
enterprise tech debt isn't going away because of potential tariffs or other geoeconomic factors.
the direct cost impact to Corteva in 2025 should be about $50 million, which we believe is manageable.
the ongoing uncertainty around tariffs has weighed on economic forecasts, inflation trends, consumer sentiment and business planning.
At this point, there is significant uncertainty about the viability, scope and timing to implement such proposal.
the announcement of new and changing trade policies since February has injected uncertainty into our industry and our end markets.
In a weird way, even though there tends to be tariffs and/or sanctions on a lot of Russian product, Russian fertilizer comes unabated into the U.S., with no tariff regime at all.