US Tariff leading to a reorientation of investments?

Have the US tariff announcements led to a reorientation of investments in the Agricultural Machinery Industry Globally?

Since 2015, SONEAN have been monitoring daily over 70,000 core organizations along the agricultural machinery value chain (including their suppliers, intermediaries, and all other connected industries like construction machinery, alternative energy and engine forms etc.)

In this context we also monitor capacity increase announcements (and real increases) across 190+ countries.

In 2024, the United States made almost 14% of all capacity increase related announcements with companies aiming to build or establish new plants, warehouses, expand their production etc.

After 2 April 2025, the Liberation Day announcement by President Trump the announcements in relation to increasing capacity in the US have come down significantly, based on our Ecosystem Intelligence data.

So far, in 2025 (until 17 July), 11.31% of announcements are related to the US. See also below for the top 20 countries by shares in 2024 (and 2025). China, Turkiye,
Denmark & Sweden have increased their shares in 2025 at the expense of other countries.

We are interested to see how it will play out in the coming years, in light of the recent tariff announcements, as we can already see a shift in strategy globally, and the expectation that foreign companies are going to invest in the US to bypass tariffs is certainly not reflected yet in the data as there are still too many question marks and foreign investors of course prefer stability.

capacity increases
Last Edited:
25/07/2025
Murat Unal
Murat Unal

Murat Unal’s research interest lies in Ecosystem Intelligence based on network science and latest advances in AI. His team has been providing Ecosystem Intelligence to some of the most well known organizations in the world since 2015 complemented by strategic business advisory services. By equipping corporate decision-makers, policy makers, institutional investors and many other clients with actionable intelligence, Murat and his team at SONEAN enable the early identification of emerging opportunities, and risks, across global markets and provide unique insights into the entire value chain of industries such as agriculture, sustainability (renewable energy and engine forms, Scope 1-3 emissions related strategies), construction machinery, lifting technologies, warehouse automation and intralogistics as well as many other sectors such as beauty/luxury. Taking advantage of this unique information, facilitates the development of robust, technology-enabled, strategic and tactical planning, optimising long-term positioning for future growth. Since 2015 his team's platform AGCUMEN (dedicated to agricultural machinery/technology and related topics), has been monitoring the global agricultural ecosystem daily, across 190+ countries, using network science and AI-technology, that covers a network of over 70,000 core organisations, with over 150 million unique events analysed as part of his knowledge graph approach.

Need assistance with your Digital Marketing? Talk to Farm Table today.

Scroll to Top