Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
the vast majority of our portfolio companies are relatively insulated from the direct impact of tariffs.
Our results were impacted by uncertain trade policies and difficult weather.
We hope that the recent volatility in the commodity markets, uncertainty over the impact of tariffs and fears of recession strengthened the core thesis of Why Coterra.
We expect that the recently enacted tariffs increased costs for many of our products to varying degrees.
the cost of casing is $650,000 a well now, and that is up 12% quarter-over-quarter due to tariff impacts.
That may represent consumers pulling forward spend ahead of tariff impacts or it may represent real solidity. It's too early to tell.
the broader operating landscape remains complex, as global crude oil markets face macroeconomic uncertainty, concerns over tariffs, global trade tensions
the 25% tariff translates to $10 million to $15 million of impact to our capital program
Recent volatility largely driven by global trade concerns and macroeconomic uncertainty has pressured commodity prices.
We're actively scenario planning and beginning to implement strategies to mitigate the potential impact of the recent tariffs on our business through three key interventions.