Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
It's difficult to fully assess the impact tariffs may have to the project's final cost as actual costs incurred are dependent upon the tariff requirements and rates, if any, at the time of delivery of the specific component.
We are closely monitoring the situation arising from tariffs for imports into the US.
partially offset by the impact of the current tariff environment.
there's now tariffs imposed on some of the feedstocks. So that increases costs and, reduces supply.
we have also built into this gross margin guidance a 50 basis point impact of inflationary pressures from tariffs in the supply chain.
the ongoing tariff issues having minimal impact.
most of our customers across the spectrum are wondering what the sort of economic backdrop for the rest of this year will be, wondering, what the tariff picture when it settles if it settles will look like and what the implications would be.
We have revised these estimates based on the current U.S. pronouncements and have incorporated estimates for China's retaliatory tariffs.
Based upon what we know today if tariffs are extended more broadly to pharmaceutical products, we believe the impact to FILSPARI would not be material.
the best breakdown we've seen around potential data center construction impacts is in the range of 3% to 7% of total build cost, assuming a range of 10% to 20% cumulative tariffs.