Section 232 Tariffs: Corporate Strategy And Reactions

2025-05-17 04:45:00 ET

Summary

• Corporate supply chain decision-makers have dealt with a rapidly shifting US tariffs landscape during the first four-and-a-half months of 2025.
• At the sector level, there was a marked divergence in the development of tariff negativity.
• The situation for US tariffs and trade deals is highly dynamic, with the next three months likely to bring several developments in the Section 232 tariff reviews.

Corporate supply chain decision-makers have dealt with a rapidly shifting US tariffs landscape during the first four-and-a-half months of 2025, reflected in the comments made by senior managers in the first-quarter earnings conference calls held between April 1 and May 9, 2025....

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