FOR EXPORTERS

IEEPA tariffs are gone. Section 301 is coming.
Your export margins face a new round of uncertainty.

Calyx protects exporters against tariff reimposition, retaliatory trade measures, and trade policy uncertainty — in the US, Canada, and globally. Regulated financial protection. Automatic settlement. No claims process.

THE PROBLEM

When tariffs hit your export markets, you lose pricing power.

A Canadian energy equipment company signed US contracts at pre-tariff margins. When tariffs spiked to 25% in 2025, the contracts didn't reprice. The company absorbed the full cost. Now, with IEEPA tariffs struck down and Section 301 reimposition expected, the same companies face a new round of uncertainty — potentially at even higher rates.

A US agricultural exporter selling into EU markets faces retaliatory tariffs when US trade policy changes. The European buyer has access to alternative suppliers from countries not subject to US tariffs. Losing the volume is the outcome they're trying to avoid.

Operational responses — finding new markets, building domestic sales channels, reducing exposure to the affected trading partner — are all correct long-term moves. They also take 12–24 months and don't protect this year's revenue.

Financial protection fills the gap. Pay a known cost upfront. When tariffs move against you, the protection responds — automatically, based on official published data. Your operations continue. Your contracts remain viable.

COVERAGE

What Calyx protects exporters against

Inbound tariffs on your goods

Your destination market imposes tariffs on your product category. Your pricing advantage narrows or disappears. Protection compensates for the margin compression.

Retaliatory trade measures

US policy changes trigger retaliatory tariffs from Canada, Mexico, or EU on US-origin goods. Your export revenue is directly affected.

Contract-locked margin exposure

You have existing contracts at pre-tariff prices. You can't reprice without losing the customer. Protection covers the gap between contract price and tariff-adjusted cost.

US-Canada tariff exposure

Canadian exporters currently face a 10% Section 122 tariff expiring July 24, 2026. Section 301 reimposition is expected — rates could match or exceed the previous 25%. We model exposure under multiple scenarios.

BY INDUSTRY

Export protection by sector

Energy Equipment & Services

Canadian oil & gas equipment and services companies absorbed 25% IEEPA tariffs on US-bound goods in 2025. Those were struck down — but Section 301 reimposition is expected. Contracts signed at pre-tariff margins remain exposed.

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Manufacturing

Cross-border manufacturing with US customers faces ongoing tariff uncertainty as Section 301 reimposition is expected at unknown rates and timing. Just-in-time supply agreements are particularly exposed.

Agriculture & Food Products

Canadian and US agricultural exports face retaliatory tariff risk. Commodity-linked contracts mean tariff costs can't be passed through without losing volume.

Forestry & Lumber

Softwood lumber tariffs have been a recurring pressure point for Canadian exporters. Ongoing exposure under multiple trade frameworks.

Industrial & Construction Materials

Steel, aluminum, and construction materials face cross-border tariff exposure in both directions. US and Canadian manufacturers both carry this risk.

Technology & Professional Services

Not every exporter ships physical goods. Services companies with US revenue exposure can also face indirect tariff impact when clients cut budgets in response to trade disruption.

Common questions from exporters

I'm a Canadian company selling into the US. How does this apply to me?

Canadian exporters currently face a 10% Section 122 tariff that expires July 24. Section 301 tariffs are expected to follow — but the rates, scope, and timing are unknown. Calyx quantifies your exposure under multiple scenarios (10%, 25%, 50%) and puts protection in place sized to your US revenue.

My contracts were priced before the tariffs. Can I reprice?

Some contracts allow tariff pass-through clauses; many don't. If you're locked into pre-tariff pricing, you're absorbing the full cost. Financial protection is designed specifically for this situation: it pays out when tariffs exceed a specified level, compensating for the margin you can't recover through repricing.

What about retaliatory tariffs on US exports?

US companies exporting to Canada, Mexico, or EU markets also face retaliatory tariff risk. If trading partners impose tariffs on your goods in response to US policy, your pricing competitiveness suffers. Calyx covers this exposure as well — we protect both sides of the trade.

How is this different from commodity hedging?

Commodity hedging protects against input cost volatility. Tariff protection protects against government-imposed trade barriers that affect your revenue and margins. The instruments are in the same regulatory category — exchange-traded and CFTC-regulated — but they protect different risks. You may need both.

See what tariff exposure is costing your export business.

We'll model your exposure and design protection. Free assessment, no commitment.