Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We expect the impact of Section 232 tariffs on our North America business to be largely neutral.
we estimate an incremental cost headwind of $15 million to $20 million.
We estimate that with the mix of domestic and imported materials in our projects, the most recent tariffs might increase our total hard costs by about 5%, which would drive a roughly 3% to 4% increase in our overall total basis.
While U.S. tariff policy decisions have created uncertainty in the economy, do not directly impact WEX's operations.
What I can say is that so far, we have not seen any direct material impact from the tariffs to our business.
we expect to substantially mitigate any direct cost impact from tariffs in effect as of the time we published this earnings release.
Regardless of the extent of current tariff negotiations, Antero's marketing position and strategy helps limit any meaningful impact from the tariffs.
Although pending tariffs have dominated the headlines in 2025, it is still much too early to assess what the impact both direct and indirect will be on our consumers and in turn our tenants.
There was clearly a demand shock in the second-half of fiscal Q3, given by the sudden announcements of tariffs, which then became rolling tariffs.
Note that the direct impact of tariffs is expected to be minimal as Albemarle benefits from global diversification and current exemptions, particularly for critical minerals such as lithium salts and spodumene.