You know, it varies depending on whether you're directly or indirectly impacted. We're having calls every day with members, certainly those who have been hit by 232s, including some who just in the last month and a half have been hit by the new derivative 232 tariffs. We know that the Department of Commerce is sort of undertaking that process again this fall, so there will be more members caught up in that.
For those for whom all of a sudden 50% of their business is being hit with a 50% tariff, it's been fairly hard and devastating. Some are being hit less directly. Their U.S. customers are ordering less simply because their business is soft because of tariffs. Even if everything they ship south is CUSMA exempt, they have a little more runway, but even for them they're all trying to do long-term planning in the best interest of their business and their employees. It's incredibly difficult.
We were in a scenario where it looked like 232 relief was imminent, or there may have been deals this summer and heading through the summer and into the fall, and even as recently as this week's APEC summit. The manufacturing sector has been hanging on and hoping for relief sooner rather than later. We know that these are very difficult, challenging and complex negotiations, to say the least, but we are very hopeful that we can get some 232 relief as soon as possible.
