The newly announced tariffs by U.S. President Trump are reshaping the global landscape for agricultural machinery and technology buyers as well as generating considerable uncertainty across the market. This environment is pushing manufacturers to rethink and recalibrate their strategies, with many adopting diverse approaches in response to the shifting dynamics.

The latest tariffs announced by US President Trump have certainly led to increased uncertainty for agricultural machinery/technology buyers around the world, and is forcing manufacturers to adapt their strategies.

While some manufacturers increase production capacity in the US, and others strategically wait and see to then take actions, others again, like selected manufacturers outside the US, may actually benefit from clients who traditionally bought machinery in the US, and are now looking for worthy alternatives elsewhere. There is already initial evidence.

This might actually lead to increased demand for machinery, e.g. in Europe, coming from countries in the Americas, such as Canada, as buyers abroad look for other options to bypass tariffs levied on US machines.

Manufacturers with strong sales outside the US, (even US ones) and being less dependent on US sales might benefit from this situation.

Here are some main Ag machinery and grain tech brands currently active in the US who will certainly monitor the developments very closely, and need to navigate the current environment with great precision based on their individual exposures:

• John Deere
• CNH (New Holland, and e.g. Case IH)
• AGCO Corporation (e.g. Massey Ferguson and Fendt)
• Kubota Corporation
• CLAAS
• ,Kinze Manufacturing, Inc.
• TYM
• AGI – Ag Growth International
• Great Plains Manufacturing, Inc. (Kubota)
• Vermeer Corporation, Daedong
• Alamo Group Inc.
• Sukup Manufacturing Co.
• Yanmar
• Buhler Industries Inc.,