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Expert Analysis and Commentary: Tariffs and Trade Series

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This series examines the multifaceted impacts of evolving tariff and trade policies. By delving into the nuances of these policies, we aim to provide valuable insights and perspectives that will inform strategic business decision-making and foster resilience in an increasingly volatile global market. Future pieces in this series will explore the specific implications for key sectors such as agriculture, energy, and construction, offering targeted analysis and recommendations to help businesses navigate and thrive amidst the changing tariff environment.

To explore how J.S. Held experts can contribute to your stories or events around the impacts of tariffs, please contact [email protected].

 
What Boards of Directors Need to Know About Tariffs
What Boards of Directors Need to Know About Tariffs

What Boards of Directors Need to Know

Boards of directors globally are confronting unknown circumstances as a result of the current quickly shifting tariff and trade environment. Business risks and opportunities are magnified during such times, compelling boards to seek the right strategies in order to meet these challenges.

In the video below, Brian GleasonJohn PeiserichJames E. Malackowski, and Mariano de Alba – experts in business turnaround, supply chain, intellectual property, and political risk – outline emerging considerations for boards of directors in light of changing tariff policies.

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What Investors Need to Know About Shifting Tariffs
What Investors Need to Know About Shifting Tariffs

What Investors Need to Know

Unprecedented uncertainty brought on by quickly evolving tariff policies is creating challenges and additional considerations for investors and other capital providers. Different countries will have different tariffs, resulting in major impacts to due diligence for acquisitions, capital projects, intellectual property rights, and supply chains.   

In this video, Brian GleasonJohn PeiserichJames E. Malackowski, and Tom Burns –  experts in turnaround, supply chain, intellectual property, and political risk – discuss the issues investors should be aware of in this era of shifting tariff policies.

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How Senior Management Teams Can Respond to Tariffs
How Senior Management Teams Can Respond to Tariffs

What Senior Management Teams Need to Know

Companies around the world are facing increasing uncertainty brought on by the unpredictable and rapid shifts in tariff policies. As a result, corporate leaders are seeking ways to adapt and respond to the sudden and unprecedented changes in the international trade landscape. 

In this video, Brian GleasonJohn PeiserichJames E. Malackowski, and Livia Paggi – experts in turnaround, supply chain, intellectual property, and political risk – discuss key strategies for senior management teams to address evolving tariff policies.

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Tariff uncertainty in the energy production sector
Tariff uncertainty in the energy production sector

Addressing Impacts on the Energy Sector

The new tariff environment is emerging as a central influence on the global energy marketplace. The unpredictable and rapid shift in tariffs introduces layers of complexity to energy production, commodity pricing, and macroeconomic conditions – which may also trigger significant cost increases, delays, or contractual disputes.

Construction advisory, global investigations, and supply chain experts Reza Nikain, Karyl Van Tassel, and Andrea Korney explain how proactive planning, sourcing, and modeling are essential for energy companies in this environment, utilizing a case example to outline step-by-step strategies for managing tariff uncertainty.

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Impacts of Tariffs on Agricultural Operations
Impacts of Tariffs on Agricultural Operations

Effects on Agriculture Operations and Markets

With much evolving information currently surrounding tariffs, sectors and markets around the world are facing uncertainty in how to adapt and respond to sudden changes in the trade landscape.

Sue Goll, David Kieffer, and Andrea Korney discuss the impacts of tariffs specifically on agricultural operations and related markets, addressing key questions such as:

  • How will tariffs impact all aspects of an entire farming operation?
  • Will US operations turn their focus more toward domestic business?
  • What happens to supply and demand in a tariff environment?
  • What strategies can agricultural companies consider using to mitigate potential risk?

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Mitigating Tariff Impacts on Construction Projects
Mitigating Tariff Impacts on Construction Projects

Strategies to Minimize Impacts of Tariffs on Your Construction Projects

For owners, contractors, and suppliers in the construction industry, the new US and retaliatory tariffs will likely add a number of risks at both the project and corporate level. These risks may include added costs, delays in schedules, supply chain disruptions, lower margins, and a potential increase in contractual disputes and litigation.

Construction advisory expert Rob Strahle provides real-time project management solutions to mitigate both the short-term and long-term risks posed by the uncertain and evolving global tariff landscape. 

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Potential risks in construction, insurance, and supply chain
Potential risks in construction, insurance, and supply chain

Impact on the Insurance Industry for Construction Claims

For the construction and insurance industries, uncertainty surrounding the fluctuating US tariffs and retaliatory tariffs from trading partners could have a significant impact on construction claims. Tariffs and trade tensions may also contribute to increased litigation and disputes between construction firms, suppliers, and developers.

Construction, insurance, economic, and supply chain experts  Timothy Gillihan, Andrea Korney, Rob Strahle, and Katie Twomey explore the potential risks and opportunities that the evolving tariff policy and responses may have for companies seeking to adapt to these shifts in ways that ensure compliance, secure financial stability, and achieve long-term success.

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Effects of Tariffs on the Global Trade Landscape
Effects of Tariffs on the Global Trade Landscape

The Potential Impacts of Tariffs and Global Trade Shifts

With the sweeping April 2nd tariff announcement, US trade policy has entered a new phase – one where national security, economic leverage, and regulatory unpredictability intersect. Businesses are now navigating not just targeted tariffs, but a universal cost layer that touches nearly every sector. The urgency to adapt through exemption strategies, supply chain restructuring, and trade compliance has never been greater.

Sustainability and supply chain expert Andrea Korney discusses the challenges and opportunities presented by the potential effects of the new US tariffs on the global trade landscape.

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This publication is for educational and general information purposes only. It may contain errors and is provided as is. It is not intended as specific advice, legal, or otherwise. Opinions and views are not necessarily those of J.S. Held or its affiliates and it should not be presumed that J.S. Held subscribes to any particular method, interpretation, or analysis merely because it appears in this publication. We disclaim any representation and/or warranty regarding the accuracy, timeliness, quality, or applicability of any of the contents. You should not act, or fail to act, in reliance on this publication and we disclaim all liability in respect to such actions or failure to act. We assume no responsibility for information contained in this publication and disclaim all liability and damages in respect to such information. This publication is not a substitute for competent legal advice. The content herein may be updated or otherwise modified without notice.

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