#tariff-exposure
(6 articles)Deere Recovers $272M in Tariff Refunds Amid $900M Cost Burden
John Deere has recovered $272 million in tariff refunds, providing partial relief from escalating trade policy pressures. However, the company still expects approximately $900 million in net tariff co
USMCA Renegotiation Threatens Mexico Trade as $84B Flows Heat Up
U.S.-Mexico cross-border trade surged to $84 billion in March 2026, representing 8.6% year-over-year growth and solidifying Mexico's position as the largest U.S. trading partner. Port Laredo remains t
Trade Wars Hit Some US States Harder Than Others
Trade wars do not affect all regions equally—Cornell research reveals significant geographic variation in how tariffs and trade restrictions impact supply chains across US states. Some states experien
Tariff Impact Widens Resilience Gap in Mid-Market Supply Chains
Recent tariff developments are exposing critical vulnerabilities in mid-market supply chain infrastructure, creating a two-tier resilience landscape across North American commerce. While large enterpr
Manufacturing Most Exposed to U.S. Tariff Impact
U.S. manufacturing faces disproportionate exposure to tariff impacts, presenting a critical inflection point for supply chain strategy. While tariff policy affects multiple sectors, research from Equi
Tariffs Threaten Holiday Shopping: What Retailers Face
Tariffs represent a material structural threat to holiday retail supply chains, with potential to disrupt consumer pricing and inventory availability during the critical Q4 selling season. The uncerta