Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Uncertainty surrounding trade negotiations had a significant transitory impact on the global NGL market during the quarter.
As we assessed our Q2 results... we believe it was impacted in part by U.S. tariff turmoil.
Input costs and tariff discussions remain important watch items and dynamics differ across verticals and geographies, but demand has remained resilient.
customer demand pressures in the second half of June, stemming from tariff uncertainty
Tariffs are ticking up a little bit.
we expect to incur $10 million to $12 million in tariffs per quarter.
Life Sciences customers face heightened uncertainty related to the tariffs.
we have still some clients waiting a bit before investing to understand where tariffs will finish with.
the tariff is designed to meet the needs of our very large load customers while protecting all of our other customers.
We have previously outlined the risks to our full year outlook that were present and emerging in April, such as tariffs, interest rate cuts and builder sentiment.