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Video Insights: What Investors Need to Know About Shifting Tariffs

Unprecedented uncertainty brought on by quickly evolving tariff policies is creating challenges and additional considerations for investors and other capital providers. In this video, J.S. Held experts Brian Gleason, John Peiserich, James E. Malackowski, and Tom Burns – experts in turnaround, supply chain, intellectual property, and political risk – pose twelve questions to private equity sponsors and their portfolio companies to explore amid the continued tariff uncertainty. Restructuring and operations expert Brian Gleason has managed or participated in more than 300 turnaround engagements over the past 29 years and applies the principles utilized in J.S. Held's work advising companies in crisis. In the video, Brian addresses three essential questions that investors should consider with their portfolio companies during this period of unprecedented tariff-policy-induced uncertainty: 1) How have tariffs impacted business forecasting and investor confidence? 2) What are the key actions portfolio company management teams should take during tariff-induced uncertainty? 3) What leadership strategies are recommended for navigating the economic stress caused or complicated by tariffs? Business intelligence expert Tom Burns has extensive experience leading intelligence collection assignments for financial institutions, law firms, and blue-chip multinationals around the world. Tom explores the additional pre-acquisition diligence essential amid tariff uncertainty in the video. He addresses three questions, including: 4) How have tariffs changed the due diligence process in acquisitions? 5) What is transshipment, and why is it a concern for investors and their portfolio companies? 6) What steps should investors take to manage tariff-related risks in acquisitions? Capital projects, environmental risk, and compliance expert John Peiserich has over 30 years of experience advising heavy industry and law firms throughout the country with a focus on Oil & Gas, Energy, and Public Utilities. In the video, John reflects upon: 7) Why is it important for investors to assess the owner-operator's understanding of supply chain risks? 8) How have tariffs introduced new challenges for large-scale projects? 9) What is the potential impact of supply chain and tariff-related delays on investment outcomes? James E. Malackowski has a unique perspective on intellectual property litigation risk, strategic management, and monetization, which benefits from his prior work at a leading private equity firm. In the video, he advises investors and their portfolio companies to consider: 10) How do tariffs influence decisions around manufacturing relocation and intellectual property? 11) What IP-related risks should companies consider when relocating manufacturing operations? 12) What steps should investors take to ensure IP is properly managed in response to tariffs? The J.S. Held Tariffs and Trade Series is a collection of intelligence, insights, and action plans that inform strategic business decision-making and foster resilience in an increasingly volatile global market. To view more of our Tariffs and Trade Series expert analysis and commentary, visit: Looking to know more or connect with John Peiserich and James E. Malackowski? Simply click on either expert's icon now to arrange an interview today. If you are looking to connect with Brian Gleason or Tom Burns - contact : Kristi L. Stathis, J.S. Held +1 786 833 4864 Kristi.Stathis@JSHeld.com

ExpertSpotlight: American Steel Tariffs – A Brief History

The history of steel trade and tariffs in the United States is deeply intertwined with the nation’s industrial rise, global economic strategy, and political maneuvering. From the late 19th century through the 21st, steel has symbolized both national strength and international tension. Trade protections—such as tariffs—have been used to shield American steel producers from foreign competition, often sparking international disputes and shaping the direction of U.S. economic policy. This topic matters to the public because it affects manufacturing jobs, infrastructure costs, international relations, and the price of goods in everyday life. Understanding steel tariffs offers a lens into larger debates about globalization, economic nationalism, and trade fairness. Key story angles that may interest a broad audience include: The origins of U.S. steel tariffs: Tracing the first protective tariffs in the late 1800s and their role in America’s industrial expansion. The role of steel in national security and economic independence: Investigating why steel has been labeled a “strategic industry” across administrations. Tariff flashpoints: Highlighting major tariff battles—such as the 2002 and 2018 steel tariffs—and their economic and diplomatic consequences. Impact on American manufacturing and jobs: Examining whether tariffs have protected or hindered employment in steel-producing regions. Global trade tensions: Exploring how tariffs have affected relationships with allies such as Canada, the EU, and China. Future of steel trade policy: Discussing evolving views on protectionism, globalization, and climate-linked trade strategies. Connect with our experts about the history of tariffs and steel in America: Check out our experts here : www.expertfile.com

Video Insights: How Senior Management Teams Can Respond to Tariffs

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 Gleason, John Peiserich, James 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, including: • Updating business forecasts and understanding company liquidity • How companies can optimize their intellectual property (IP) value and mitigate risk • How to approach the unique risks associated with planning and permitting for capital projects • How to manage geopolitical volatility from shifting tariffs in the dealmaking process To view more of our Tariffs and Trade Series expert analysis and commentary, visit: Looking to know more or connect with John Peiserich, Livia Paggi and James E. Malackowski? Simply click on either expert's icon now to arrange an interview today. If you are looking to connect with Brian Gleason - contact : Kristi L. Stathis, J.S. Held +1 786 833 4864 Kristi.Stathis@JSHeld.com

Experts in the Media: With Kemp bowing out of mid-terms is Georgia staying blue?

Control of the Senate is key for most administrations, and with a razor-thin edge favoring the Republicans, any pickup to keep control of the Senate after the mid-term elections is a priority. However, with a heavy favorite in Gov. Brian Kemp stepping away from the chance to run for the GOP, many are speculating the once traditionally Republican stronghold could stay blue under the Democrats with the re-election of Sen. Jon Ossoff. It's a topic that has political watchers and media trying to cover and figure out as parties get ready to get back on the campaign trail for next year. It's also why journalists and news outlets like Newsweek are connecting with experts like William Hatcher, PhD, for expert opinion and perspective. An award-winning scholar, Hatcher is the chair of the Department of Social Sciences and a professor of political science. His research focuses on the connection between public administration and the development of local communities. Kemp's decision not to challenge Ossoff in the state's 2026 Senate race could be a boon to Democrats' chances of holding the seat in the battleground state, according to recent polls... Kemp's announcement follows months of speculation about whether he would challenge Ossoff, a Democrat first elected in 2020. Polls suggest Kemp would have been the strongest candidate against Ossoff and that other potential Republicans trail the incumbent senator in a hypothetical matchup. "Given that Kemp was perhaps the strongest candidate to face Ossoff, his decision to not run will make it difficult to find another candidate that would be as competitive. However, the election is over a year away, and in politics, a lot can happen in that amount of time," William Hatcher, chair and professor of social sciences at Augusta University, told Newsweek on Tuesday. A poll from the Atlanta Journal-Constitution found that Kemp led Ossoff by 3.3 points (49% to 45.7%), Ossoff led three other prospective challengers. That poll surveyed 1,426 respondents from April 24 to April 27, 2025, and had a margin of error of plus or minus 2.9 percentage points. Hatcher said the state Republicans face a "limited" bench to challenge Ossoff, but whoever prevails will eventually have to defend Trump's "unpopular economic policies that will most likely adversely affect states like Georgia, particularly his recent commentary on leveling tariffs on the film industry – a industry that has a significant presence in Georgia." May 06 - Newsweek The race is obviously already on for the mid-term elections in November of 2026, and if you're a journalist looking to cover Georgia politics, let us help. William Hatcher, PhD, is available to speak with media - simply click on his icon now to arrange an interview today.

Trump Holds Firm on Resolving Trade Deficit with China

Dr. Meena Bose, Hofstra University professor of political science, executive dean of the Public Policy and Public Service program, and director of the Kalikow Center for the Study of the American Presidency, was featured on Fox News Radio stations around the country, talking about President Trump’s unwillingness to negotiate with China on tariffs. He said that the United States’ trade deficit with China amounts to more than $1 trillion, and he’s not open to making a deal with them until that surplus is resolved. Dr. Bose appeared on WTVN in Columbus, OH; KFTK in St. Louis, MO; WFRK in Florence, SC; WILS in Lansing, MI; WBAP in Dallas, TX; WJR in Detroit, MI; and WHO Des Moines, IA.

Executive Order - Energy and Power Perspective

The tariffs imposed by the Executive Order (EO) are expected to significantly impact the energy and infrastructure sectors. New build energy projects in the United States heavily depend on importing components such as inverters, transformers, cabling, solar panels, mounting racks, and batteries from regions such as Southeast Asia, China, and the European Union. These tariffs are likely to affect all energy and infrastructure projects. We are seeing large capital projects across the United States impose caveats within their EPC contracts; allowing for steep and continual price adjustments upward. This is impacting billions of dollars of critical material and contractual obligated componentry. This also includes all materials with high volatility (steel, copper, aluminum). Not only are projects costs on the rise but so are supply chain disruptions, potentially causing delays in project timelines and/or project cancellations. The United States continues to grow in energy demand requirements, provided the vast deployment of data centers. Because of this grid reliability, modernization and new build implementation is critical in the coming decade. The tariffs are likely to have a large impact on these projects as well, given their requirement for componentry from all the regions impacted. As this situation continues to develop, the full implications and responses for the energy and infrastructure industry will become more apparent. Jeremy Erndt is a seasoned power development, engineering, and operations professional, with experience in power generation, infrastructure, and the sector with J.S. Held. He has led utility-scale power, transmission, port, and water projects from early development and conceptual design through NTP and eventual operation. He is an international development expert and supports a variety of programs for capital project development. Jeremy is a subject matter expert in project due diligence, engineering, and constructability for large-scale projects. Jeremy has been involved in various project-related and company mergers and acquisitions, thus providing a comprehensive track record and perspective of financial transactions at all stages. He has nearly two decades of experience in the development, engineering, construction, and operations of energy and infrastructure projects, spanning more than 30 GW within energy projects and over $60B of capital expenditures within infrastructure. Looking to know more or connect with Jeremy Erndt? Simply click on the expert's icon now to arrange an interview today. For any other media inquiries - contact : Kristi L. Stathis, J.S. Held +1 786 833 4864 Kristi.Stathis@JSHeld.com

Tariffs and Trade Series - The Potential Impacts of Tariffs and Global Trade Shifts

This is the first installment in a series examining the multifaceted impacts of 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 papers 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 evolving trade landscapes. The global trade landscape is experiencing rapid shifts driven by escalating tariffs, geopolitical realignments, and supply chain disruptions. In North America, businesses must navigate changing US trade policies, evolving trade agreements such as the United States-Mexico-Canada Agreement (USMCA), and the broader implications of international trade tensions. These developments may have significant economic implications which impact supply chains, regulatory compliance, financial strategies, and heighten geopolitical risk. Trade policies across the world are being redefined, with tariffs increasingly used as economic and political tools. The US, China, and the European Union are at the center of these shifts, reshaping global supply chains and trade routes. Businesses must reassess their sourcing strategies, financial models, and regulatory compliance efforts in response to these evolving dynamics. In North America, the US has intensified its use of tariffs, impacting trade with Canada, Mexico, and numerous global partners. While these policies aim to boost domestic industries, they have introduced supply chain challenges and regulatory complexities. As a result, companies must proactively adapt to maintain operational efficiency and financial stability. This article examines the challenges and opportunities that may arise from these trade shifts and provides insights for businesses to mitigate risks and maintain competitiveness. At J.S. Held, we help businesses navigate these challenges by providing insights into regulatory changes, trade risks, and strategic adaptations to ensure long-term resilience. "With the sweeping April 2 tariff announcement, U.S. 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 may touch nearly every sector. The urgency to adapt through exemption strategies, supply chain restructuring, and trade compliance has never been greater." The full report is accessible below, and is a must read for anyone covering the impacts of the tariffs announced by President Trump on April 02, 2025. Looking to know more or connect with Andrea Korney? Simply click on the expert's icon now to arrange an interview today. For any other media inquiries - contact : Kristi L. Stathis, J.S. Held +1 786 833 4864 Kristi.Stathis@JSHeld.com

Video Insights: Regulatory Impacts of Trump’s First 100 Days

Since taking office in January, President Trump’s administration has taken numerous actions that will impact the realm of environmental and sustainability regulations. Such rapid changes and inconsistencies are creating complications for companies accustomed to relying on clearly established legislative and regulatory road maps, but also potential opportunities that may materialize as a result. In this video, John Peiserich and Andrea Korney discuss how a surge of new legislation, resulting litigation, and factors such as changing tariffs and supply chains present both emerging risks and opportunities for stakeholders as they plan ahead past the new administration’s first 100 days. Looking to know more or connect with John Peiserich and Andrea Korney? Simply click on either expert's icon now to arrange an interview today.

Supply chain worries?

With a trade war that sees steep tariffs on imports from China, Canada and Mexico - various industries across the continent are scrambling to figure out how to conduct cross-border business in the wake of President Trump's new policies on trade. For many industries with production lines that crisscross the border, there's concerns about how to prosper or function in the future. Among Detroit brands, GM's Chevrolet and GMC pickups, along with Stellantis's Ram, are more exposed to Trump's taxes than Ford because both build large numbers of pickups in Mexico. Ford builds its F-series pickups in the United States - but also makes some truck engines in Canada, underscoring the web of economic interdependence among the three North America trading partners. Almost no American vehicle is made from solely American parts, industry research shows. Barclays bank analysts estimate that Mexico provides up to 40% of the parts in U.S. vehicles and Canada more than 20%. Suppliers say they will have to cover some of the tariff costs and will likely see an additional hit if consumer demand weakens from rising vehicle prices. Automakers and suppliers also worry about the effects of tariffs on vehicle components that bounce across borders before reaching their final destination. Companies worry that such parts could be taxed with every border crossing, although Trump has not clarified his policy in such cases. March 05 - Reuters Industry insiders are saying companies need to adapt their strategies immediately. To become more agile, companies are increasingly turning to advanced supply chain solutions. Modern platforms provide end-to-end visibility, helping businesses map complex, inter-connected supply chains made up of multiple tiers and assess risks associated with tariffs or regulatory changes. These tools enable companies to model the financial impact of different scenarios, offering data-driven insights for supplier diversification or regional sourcing strategies.  March 06- Supply Chain Management Review Despite the 30 day reprieve for automakers, companies are still waiting and figuring out how to adapt. If you're a journalist covering tariffs and the trade war and how the supply chain might be impacted, Steven Carnovale can help. Steven is a supply chain strategist specializing in interfirm networks, risk management and global sourcing/production networks. Steven is available to speak with media. Simply click on his icon now to arrange an interview today

The Battle Begins - How Long will Trump's Trade Wars Last Between China, Canada and Mexico?

It has begun.  March 04 signaled the first day of what could be a long and drawn out trade war between America and it's two closest neighbors and trading partners - Canada and Mexico. President Trump also doubled the tariff he slapped last month on Chinese products to 20%. Markets are reeling, politicians are scrambling and the world is watching to see how the tariffs on Mexican and Canadian imports will affect consumers and the economy. In Canada, the reaction was swift. Businesses pulled American bourbon, wine and other imported spirits from store shelves along. Canada also threatened to turn off imported power that keeps the lights on and factories running in states like Michigan, Minnesota and New York. As well, Canadian Prime Minister, Justin Trudeau announced  immediate retaliatory measures. Trudeau said Canada will not back down from a fight in the face of "completely bogus and completely unjustified" trade action that has the potential to ruin bilateral relations and prompt job losses, economic devastation and higher inflation on both sides of the border. Trudeau has already slapped tariffs on an initial tranche of $30 billion worth of American goods and promised $125 billion more will face levies in three weeks' time. He said more, non-tariff measures are coming if Trump doesn't immediately back down. Trudeau said Trump is doing something "very dumb" by attacking Canada like this, given there will be serious ramifications for American workers and consumers with higher prices on everything from food, car parts and fertilizers to pharmaceuticals and paper products.  March 04 - CBC News Meanwhile, there have been some indicators that President Trump may be willing to negotiate. President Donald Trump will “probably” announce tariff compromise deals with Canada and Mexico soon, Commerce Secretary Howard Lutnick said Tuesday. The potential agreements would likely involve scaling back at least part of Trump’s brand new 25% tariffs on imports from Mexico and Canada, he added. Lutnick’s comments came minutes after the U.S. stock market limped to a close for a second day of sharp declines, spurred at least in part by investors’ fears that Trump’s aggressive policies will ignite a crippling trade war. After his remarks, U.S. stock futures tied to all three major averages rose. The compromises with Canada and Mexico will likely be revealed as soon as Wednesday, Lutnick said on “Fox Business.” March 04- CNBC News There's a lot of speculation out there - and lingering questions: What key American industries will benefit, which ones will suffer? When and will consumers see price hikes at the stores? Will there be a lasting negative impact felt on the American economy? What does this mean for the USMCA that was currently in place? If you're a journalist covering tariffs and the trade war - then let us help. William J. Luther, Ph.D., is an associate professor of economics at Florida Atlantic University, director of the American Institute for Economic Research’s Sound Money Project, and an adjunct scholar with the Cato Institute’s Center for Monetary and Financial Alternatives William is available to speak with media. Simply click on his icon now to arrange an interview today