Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We continue to monitor the dynamic tariff situation and work diligently to deliver cost-effective energy resources for our customers.
We've been expediting procurement for projects currently underway to get our materials and case goods to US ports within the 90-day window.
We expect to cover that with price as we go into the year. But also, there's a bit of flux there.
We expect tariffs to drive $100 million of annualized impact based on 2025 volumes.
in spite of increased noise around tariffs and potential policy shifts, we have not seen any signs of a slowdown in their expansion plans.
We are experiencing greater demand for resource adequacy planning, renewal integration, transmission and distribution engineering and demand-side planning, especially since generation alternatives are facing increasing supply chain and tariff concerns.
The uncertainty around trade and tariffs has impacted the end-markets we serve.
North American MDI tariffs is a good example. This past year, nearly 400,000 tons were imported into the United States and the Americas market, with about 75% of that coming from China.
Last month, global tariffs were announced, which elevated uncertainty for businesses and consumers.
To date, we have not experienced negative impacts from the tariff discussions, but we intend to closely monitor the cost of prescription drugs and medical services for potential changes.