Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
The tariffs that manage and govern the aluminum ecosystem and industry are Section 232. That's what's most impactful on aluminum cost and pricing.
The tariff impacts are included in this guidance and considered immaterial.
We were able to move product around our supply chain to mitigate the headwind there.
We do expect a slowdown in Q2, consistent with what we saw after the tariff announcements last year.
We expect to see the first testimony from our the ICC staff and other interveners... we'll see where that comes out.
We're doing a good job of managing cost increases in areas affected by tariffs, demand for memory and fuel.
We continue to expect the annual headwinds to be in the range of $100 million to $120 million.
Making sure that the data centers pay their fair share through minimum take provisions, deposits, refundable deposits, clawback provisions if they terminate.
The health care market in China, particularly diagnostics, has faced persistent policy-induced headwinds that have dramatically impacted both customer demand and pricing dynamics.
We have made solid progress on tariff structures, and we will continue to work with our regulators and stakeholders to make sure large load customers pay their cost to serve and provide cost relief to our residential customers.