Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We recognize growing uncertainty related to global trade dynamics and macro pressures which affect our customers.
We have seen minimal impact from tariffs on our business directly in the immediate term. However, there are a concern for many of our customers and therefore, are also a concern for us.
Based on the start date, current rates by country, including the 145% China tariff, and our mitigation efforts, which include the amount of inventory on hand, we estimate a potential $5 million to $10 million headwind to adjusted EBITDA in 2025.
We will continue to work closely with our suppliers and customers to mitigate the impact of current and any future tariffs to the extent possible.
it is difficult to predict the impact, if any, that tariffs and interest rate volatility may have on our results.
our business has minimal supply chain related tariff risk as most markets source within their country or with countries where there is not currently tariff risk.
Our first quarter price included our initial response to announced tariffs and we have since implemented additional pricing.
We’ve been able to keep all the projects planned for 2026 on track to be able to deliver returns and an investment proposition to Clearway Energy, Inc. consistent with what’s been announced already or what would be customarily targeted.
the quarter was impacted by lower revenue per throughput and occupied pallet, primarily driven by new business wins at lower rates and customers resetting volume guarantees at lower levels given lower industry occupancy.
Tariffs present both opportunities and challenges. Some enhance profitability, while others may increase certain input costs or impact product demand.