Trump 2.0 Tariff Tracker· Jan 20, 2026
Long domestic industrial manufacturers protected by 100% tariffs and data-center semiconductors protected by exemptions; Short import-heavy discount retailers crushed by transshipment penalties.
Position Reasoning
Terex creates materials processing and lifting machinery. The 100-150% tariffs on Chinese cranes and cargo handling equipment provide a massive competitive advantage and pricing power for domestic alternatives.